Daniel Tobias Email & Phone Number
CEO and CERTIFIED FINANCIAL PLANNER™ Professional @ Passport Wealth Management
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Daniel Tobias Location
- Davidson, NC, US
Daniel Tobias Work
- 2018 - now CEO and CERTIFIED FINANCIAL PLANNER™ Professional @
- 2016 - 2018 CERTIFIED FINANCIAL PLANNER™ Professional @ Davidson Capital
- 2011 - 2015 CERTIFIED FINANCIAL PLANNER™ Professional @
- 2009 - 2012 Co-Founder @
- 2004 - 2009 Senior Consultant @
- 2003 - 2004 Financial Analyst @
- 2002 - 2002 Intern @
- 2002 - 2002 Colonial Inauguration @
- 2001 - 2001 Senior Intern @ United States Senate
Daniel Tobias Education
- The George Washington University
Bachelor of Science (BS), BA (Economics, International Affairs)
2000 - 2004
Daniel Tobias Skills
- Leadership
- PowerPoint
- Economics
- Policy Analysis
- Trend Analysis
- Logistics
- Data Analysis
- Forecasting
- Government
- International Relations
- Negotiation
- Finance
- Strategic Planning
- Investment Advisory
- Strategy
- Wealth Management
- Management Consulting
- Public Policy
- Microsoft Office
- Budgeting
- Program Management
- Microsoft Excel
- Marketing
- Nonprofits
- Training
- Personal Financial
- Financial Analysis
- Project Planning
- Personal Financial Planning
- Budgets
- Non Profits
- Business Strategy
- Management
- Financial Coaching
- Research
- Conflict Resolution
- Web 2.0
- Spanish
Daniel Tobias Summary
- Daniel Tobias, based in Davidson, NC, US, is currently a CEO and CERTIFIED FINANCIAL PLANNER™ Professional at Passport Wealth Management. Daniel Tobias brings experience from previous roles at Davidson Capital, Tobias Financial Advisors, ishouldlogoff.com and IBM - Global Business Services (Business Consulting). Daniel Tobias holds a 2000 - 2004 Bachelor of Science (BS), BA in Economics, International Affairs @ The George Washington University. With a robust skill set that includes Leadership, PowerPoint, Economics, Policy Analysis, Trend Analysis and more. Daniel Tobias has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Passport Wealth Management Employees
Daniel Tobias
CEO and CERTIFIED FINANCIAL PLANNER™ Professional
Davidson, NC, US
Christopher Lee
Associate Financial Planner
Charlotte, NC, US
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