Scott Tobey is a eficient expert, working in Goldman Sachs main office of which is in 4. on the position of Vice President from 2019. This person has earned professional experience in more than five positions at different companies. Scott Tobey went to the Boston College and received education from 2012 to 2015. Scott Tobey has professional qualifications: Series 7, Series 63, and Series 65. Boston, Massachusetts is the area, where this expert was lastly known to settle. Scott Tobey's email address and number can be accessed through this website by request.
Name variants:
Scotty Tobey
Last updated Jun 18, 2024
Contact Information
Workplace
Colleagues
Work History
Spias Regional Investment Consultant
55 Water St, New York, NY 10041
Distribution of S&P Global Market Intelligence Equity Strategies and Strategist Platform Portfolios. www.spiasllc.com
from Jan 2016
Sales Consultant
197 Clarendon St, Boston, MA 02116
Provide consultative and proactive inside/outside sales with Signator Investors advisors on a national basis. Act as a technical consultant on product sales techniques and product selection ...
Mar 2010 — Dec 2015
Client Liaison
Privately Held
11-50 employees
Financial Services industry
Jan 2008 — Mar 2010
Senior Associate
1 Lincoln St, Boston, MA 02135
Responsible for reviewing and reporting the impact of portfolio and shareholder activity on the general ledger accounts of various State Street Global Advisors mutual funds. Supervised four ...
Nov 2005 — Jan 2008
Education
2012 — 2015
2010 — 2013
2001 — 2005
1973 — 1978
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Counselor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Mutual Funds
Investments
Alternative Investments
Asset Management
Portfolio Management
Relationship Management
Equities
Series 7
Microsoft Excel
Financial Analysis
Wealth Management
Asset Allocation
Financial Advisory
Fixed Income
Hedge Funds
Excel
Powerpoint
Microsoft Office
Account Management
Product Management
Customer Service
Microsoft Word
Trading
Bloomberg
Cross Functional Team Leadership
Organizational Leadership
Customer Relations
Word
Funding
Problem Solving
Access
Compliance
Outlook
Product Development
Series 65