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 @ Passport Wealth Management
2016 - 2018 CERTIFIED FINANCIAL PLANNER™ Professional @ Davidson Capital
2011 - 2015 CERTIFIED FINANCIAL PLANNER™ Professional @ Tobias Financial Advisors
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2009 - 2012 Co-Founder @ I Should Log Off
2004 - 2009 Senior Consultant @ IBM
2003 - 2004 Financial Analyst @ Federal Deposit Insurance Corporation (FDIC)
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2002 - 2002 Intern @ Center for Strategic and International Studies (CSIS)
2002 - 2002 Colonial Inauguration @ The George Washington University
2001 - 2001 Senior Intern @ United States Senate

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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

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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.

Daniel Tobias Emails

Found 3 emails

Daniel Tobias Phone Numbers

Found 5 phone numbers

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Top Passport Wealth Management Employees

Christopher Lee

Associate Financial Planner at Passport Wealth Management

Charlotte, NC, US
1
- passportwm.com
1
- +1 704-457-XXXX

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