David Toles Email & Phone Number
CFO Wealth and VP of Finance @ Broadridge
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David Toles Location
- Pequannock Township, NJ, US
David Toles Work
- 2009 -now CFO Wealth and VP of Finance @
- 2008 -2009 VP of Finance @
- 2005 -2008 Sr. Director of Finance @
- 2002 -2004 VP of Finance, Finance Director @ Citigate Financial Intelligence/CapitalBridge
- 2000 -2002 Asst. Director of Finance @ Robinson Lerer & Montgomery
- 2000 -2000 Controller @
- 1996 -2000 Controller @ Giovatto Advertising & Consulting
David Toles Education
- University of Pennsylvania - Wharton School
Securities Industry Institute
2014-2016 - Wharton Executive Education
(Securities Industry Institute)
2013-2016 - Montclair State University
MBA (Accounting)
1995-1999 - Montclair State University
Master of Business Administration - MBA (Accounting)
1995-1999 - Drew University
BA (Psychology and Sociology)
1990-1994
David Toles Skills
- Mergers
- Budgeting
- Forecasting
- Financial Analysis
- Customer Relations
- Process Improvement
- Financial Reporting
- Accounting
- Team Building
- Microsoft Office
- Strategic Planning
- Negotiation
- Financial Modeling
- Excel
- Contract Negotiation
- Sales Management
- Business Planning
- Financial Planning
- Cash Flow
- Risk Management
- Microsoft Excel
- Business Analysis
- Management
- Investments
- Mergers & Acquisitions
- Analysis
- Finance
- Investor Relations
- Sarbanes-Oxley Act
- Financial Accounting
- Strategic Financial Planning
- SEC filings
- Business Strategy
- Internal Audit
- Managerial Finance
- Due Diligence
- Financial Planning and Analysis
- Sarbanes Oxley Act
- Mergers and Acquisitions
David Toles Summary
- David Toles, based in Pequannock Township, NJ, US, is currently a CFO Wealth and VP of Finance at Broadridge. David Toles brings experience from previous roles at Macro 4, Realogy, Citigate Financial Intelligence/CapitalBridge and Robinson Lerer & Montgomery. David Toles holds a 2014 - 2016 Securities Industry Institute @ University of Pennsylvania - Wharton School. With a robust skill set that includes Mergers, Budgeting, Forecasting, Financial Analysis, Customer Relations and more. David Toles has 2 emails and 1 mobile phone numbers on RocketReach.
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