Brian Tolin Email & Phone Number
Senior Vice President @ Capital Wealth Advisors
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Brian Tolin Location
- Naples, FL, US
Brian Tolin Work
- 2024 -now Senior Vice President @
- 2017 -2024 Portfolio Manager @ Bray Capital Advisors
- 2016 -2017 Wealth Management Specialist @ Bray Capital Advisors
- 2015 -2016 Portfolio Analyst @ Raymond James Trust
- 2012 -2015 Investment Trust Officer @ Raymond James Trust NA
- 2011 -2012 Financial Representative @
- 2009 -2011 Assistant Manager and Server @ D'Fontana's
- 2010 -2011 Student Trustee @ Roland George Investments Program
- 2010 -2010 Intern @
- 2005 -2008 Assistant Account Supervisor @ Magnolia Point Golf & Country Club
Brian Tolin Education
- Stetson University
BA (Marketing/Finance)
2007-2011
Brian Tolin Skills
- Bloomberg
- Equities
- Fixed Income
- Commodity
- Foreign Exchange
- Series 7
- Investments
- Mutual Funds
- Uniform Combined State Law
- Portfolio Management
- Financial Analysis
- Asset Allocation
- Financial Services
- Bonds
- Retirement
- Trading
- Series 63
- Securities
- Financial Advisory
- Microsoft Excel
- Finance
- Microsoft Office
- Analysis
- Marketing
- Wealth Management
- Options
Brian Tolin Summary
- Brian Tolin, based in Naples, FL, US, is currently a Senior Vice President at Capital Wealth Advisors. Brian Tolin brings experience from previous roles at Bray Capital Advisors, Raymond James Trust and Raymond James Trust NA. Brian Tolin holds a 2007 - 2011 BA in Marketing/Finance @ Stetson University. With a robust skill set that includes Bloomberg, Equities, Fixed Income, Commodity, Foreign Exchange and more. Brian Tolin has 2 emails on RocketReach.
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Others Named Brian Tolin
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