AVP - Team Lead - Retirement Solutions Desk @ (June 2015 - May 2016)
Annuity Planning Associate @ (May 2013 - June 2015)
Financial Advisor @ (December 2011 - December 2012)
Merchant Banking Summer Intern @ (June 2008 - September 2009)
Office intern @ Forensic Films (June 2007 - September 2007)
Junior Journalist @ (April 2007 - June 2007)
Production Assistant @ RCN Entertainment, TV (June 2004 - September 2004)
Eric Tobey Education
Skidmore College
BA (Major: Sociology; Minors: Business Management; Spanish)
2007-2011
Escola Superior de Comerç Internacional (ESCI)
(Study Abroad Program: Spain, Business and Culture)
2009-2009
Irvington High School
Eric Tobey Skills
Finance
Series 63
Series 7
Microsoft Excel
Retirement Planning
Microsoft Office
Financial Analysis
Mutual Funds
Financial Services
Wealth Management
Asset Allocation
Uniform Combined State Law
Series 65
Management
Investments
PowerPoint
Social Media
Securities Regulation
Fixed Annuities
Trading
Microsoft PowerPoint
Eric Tobey Summary
Eric Tobey, based in New York, NY, US, is currently a Talent Acquisition Associate at Thoroughbred Advisors. Eric Tobey brings experience from previous roles at Jackson and Morgan Stanley. Eric Tobey holds a 2007 - 2011 BA in Major: Sociology; Minors: Business Management; Spanish @ Skidmore College. With a robust skill set that includes Finance, Series 63, Series 7, Microsoft Excel, Retirement Planning and more. Eric Tobey has 3 emails and 3 mobile phone numbers on RocketReach.
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