Since 2019, Matthew Toner has been working in Saving For College based 457, 457. This expert is a high-skilled Director of Business Development with over four years of work experience. According to Matthew's CV and work profile, the professional has worked at more than seven companies with numerous backgrounds and gained various skills. Matthew attended school at the Florida State University College of Law from 2010 to 2013. This expert has professional certification in Series 7 and Series 66. Matthew can be found in Miami, Florida – where the professional currently lives. You can search for the professional's email address and number. We can also provide you with additional contact information upon request.
Name variants:
Mathew Toner,
Matthieu Toner,
Matt Toner,
Mat Toner,
Matty Toner,
Mattie Toner
Last updated Jun 07, 2024
Contact Information
Workplace
Colleagues
Work History
Director of Business Development
444 Brickell Ave SUITE 820, Miami, FL 33131
Savingforcollege.com is your best source for objective information about Section 529 college savings plans and other ways to save and pay for college. We do not sell investments or offer ind...
from May 2019
Senior Analyst
444 Brickell Ave SUITE 820, Miami, FL 33131
Headed the product development team in creating the Gradvisor platform. Instituted plan and investment selection algorithm improvements, and helped create a proprietary employee 529 trackin...
Feb 2015 — Mar 2016
Director of Strategy and Business Development
444 Brickell Ave SUITE 820, Miami, FL 33131
Gradvisor is setting out to revolutionize college savings, one employee at a time. Our platform makes it easy for employers to extend college savings plans to their employees and help more A...
from Mar 2016
Advisor
444 Brickell Ave SUITE 850, Miami, FL 33131
Helped create a proprietary algorithm to evaluate 529 plan investment vehicles through the harmonization of tax, geographic and performance numbers.
Helped create a proprietary 529 plan tr...
Mar 2014 — Feb 2015
Financial Advisor
6300 Lamar Ave, Mission, KS 66202
Formulated asset allocation strategies and developed proprietary investment models for client portfolios
Conducted comprehensive portfolio reviews to reevaluate objectives and projected po...
May 2013 — Feb 28, 2014
Law Clerk
Researched and drafted motions for all stages of litigation in a civil law firm specializing in government representation, administrative law and construction issues
Conducted legal resear...
Nov 2012 — Jun 2013
Judicial Law Clerk
Assisted judges by researching and preparing legal documents.
Researched and studied legal documents to investigate facts and law to determine causes of action and to prepare cases.
Prepa...
May 2012 — Aug 2012
Education
2010 — 2013
2006 — 2010
Occupations
Executive
Director of Business Development
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Senior Analyst
HR Specialist
Human Resources Specialist
Business Development Manager
Operations Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Analyst
Analysts
Recruitment
Skills
Legal Writing
Estate Planning
Westlaw
Criminal Law
Mediation
Product Liability
Wealth Management
Succession Planning
Bankruptcy
Independent Financial Advice
Legal Research
Wills
Employee Benefits Design
529 Plans
Public Speaking
Finance
Strategic Planning
Management
Investments
Leadership
College Savings Plans
Financial Planning
Strategy
Business Development
FAQs about Matthew Toner
What's the main profession of Matthew Toner?
Matthew Toner is a Director of Business Development.
What are the main profession of This professional?
These person's professions are Executive and Director of Business Development
Where does Matthew Toner currently live?
Miami, Florida is the place where Matthew Toner lives
Where did Matthew Toner work?
Matthew Toner worked at Saving For College, Gradvisor.
What education does Matthew Toner have?
Matthew studied at the Florida State University College of Law from 2010 to 2013.
What are the certifications of Matthew Toner?
The professional received the following certifications: Series 7, Series 66, 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License, and Financial Industry Regulatory Authority (Finra).
What is the industry that Matthew Toner is connected to?
This person works in Financial Services industry.
Are there any professional skills Matthew Toner has?
Matthew has the following skills: Legal Writing, Estate Planning, Westlaw, Criminal Law, Mediation, Product Liability, Wealth Management, Succession Planning, and Bankruptcy.