Assistant Vice President, Business Development Consultant @ (February 2020 - May 2020)
Internal Wholesaler @ (August 2016 - February 2020)
Internal Wholesaler @ (June 2014 - August 2016)
Wealth Advisor Associate @ (December 2012 - June 2014)
Financial Representative @ (September 2011 - October 2012)
Daniel Toffolo Education
William Paterson University of New Jersey
Bachelor of Science (BS) (Marketing and Professional Sales)
2008-2011
Daniel Toffolo Skills
Microsoft Excel
Salesforce.com
Sales Management
Sales
Investments
Insurance
Strategic Financial Planning
Series 7
Retirement Planning
Life Insurance
Estate Planning
Investment Strategies
Uniform Combined State Law
Wealth Management
Management
Mutual Funds
Finance
Financial Planning
Certified Investment Management Analyst
Daniel Toffolo Summary
Daniel Toffolo, based in New York, NY, US, is currently a Vice President, Internal Sales Desk Manager at Global X ETFs. Daniel Toffolo brings experience from previous roles at Global X ETFs and First Eagle Investment Management. Daniel Toffolo holds a 2008 - 2011 Bachelor of Science (BS) in Marketing and Professional Sales @ William Paterson University of New Jersey. With a robust skill set that includes Microsoft Excel, Salesforce.com, Sales Management, Sales, Investments and more. Daniel Toffolo has 2 emails and 1 mobile phone numbers on RocketReach.
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