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
- CEO and CERTIFIED FINANCIAL PLANNER™ Professional @ (June 2018 - Present)
- CERTIFIED FINANCIAL PLANNER™ Professional @ Davidson Capital (February 2016 - May 2018)
- CERTIFIED FINANCIAL PLANNER™ Professional @ (March 2011 - October 2015)
- Co-Founder @ (March 2009 - March 2012)
- Senior Consultant @ (July 2004 - February 2009)
- Financial Analyst @ (November 2003 - May 2004)
- Intern @ (January 2002 - April 2002)
- Colonial Inauguration @ (January 2002 - January 2002)
- Senior Intern @ United States Senate (February 2001 - October 2001)
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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