We found the following information about Christopher Tobey at Carson Wealth Management Group, where this professional has worked as a Wealth Advisor since 2020. Christopher's total work experience is over one years, during which time this professional had at least three jobs at different places to develop skills. Christopher studied at the Babson College - Franklin W. Olin Graduate School of Business from 2005 to 2008. Christopher has professional certification in Certified Financial Planner and License 246250. Boston, Massachusetts is the place where this person presently lives. You can contact with Christopher by looking for phone or email or find additional information by requesting access to this expert's details from SoftwareOfficial.
Name variants:
Kristopher Tobey,
Chris Tobey,
Christy Tobey,
Kit Tobey,
Kester Tobey,
Kristof Tobey,
Toph Tobey,
Topher Tobey,
Kris Tobey,
Stophel Tobey
Last updated Jul 07, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ch**@hotmail.com
Location
Boston, MA
Company
Workplace
Colleagues
Work History
Operations Manager and Partner
851 Washington St, Holliston, MA 01746
Responsible for the day to day operational needs of Weath Management firm with over 150 clients and $140 million in assets under management
from Aug 2004
Education
2005 — 2008
1998 — 2002
Occupations
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Project Management
Business Process Improvement
Hedge Funds
Mutual Funds
Process Improvement
Bloomberg
Securities
Asset Managment
Portfolio Management
Financial Analysis
Equities
Management
Analysis
Strategic Planning
FAQs about Christopher Tobey
What is the main profession of Christopher Tobey?
The expert is a Wealth Advisor.
What are the main profession of Christopher Tobey?
These person's professions are Executive and Operations Manager
Where does Christopher Tobey currently live?
Boston, Massachusetts is the place where Christopher Tobey currently lives
What is Christopher Tobey's email?
The professional's email is ch**@hotmail.com.
Where did Christopher Tobey work?
This expert worked at Carson Wealth Management Group, Atlantic Capital Management, Inc..
Where has Christopher Tobey studied?
Christopher studied at the Babson College - Franklin W. Olin Graduate School of Business from 2005 to 2008.
What are the certifications of Christopher Tobey?
This expert received the following certifications: Certified Financial Planner, License 246250, and Cfp Board, License 246250.
Are there any industries, that Christopher Tobey is connected to?
Christopher Tobey works in Financial Services industry.