Aishleen Tobolski Email & Phone Number

Greater Philadelphia Area

SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate EXECUTIVES, Late-Career PHYSICIANS and ENTREPRENEURS. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity. OUR SERVICES INCLUDE: • Cash Management• Concentrated Stock Management• Employee Stock Planning• Retirement Planning• Options• Asset Allocation• Wealth Transfer & PreservationRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Greater Philadelphia Area

Heffler, Radetich & Saitta LLP is a CPA and consulting firm located in Philadelphia, PA. We have over 100 employees, including CPAs, MBAs, attorneys and IT specialists who serve high net worth individuals, closely held businesses, not-for-profit organizations and governmental entities. We provide traditional accounting and auditing, tax planning and consulting services, and offer special expertise in performance and compliance audits, internal control reviews, tax credit audits, forensic accounting, and quality assurance peer reviews.We have two in-house affiliates: Heffler Claims Group, which provides class action administration services for the claims process and HR&S Financial Services LLC, which provides employee benefit programs and financial planning services to our clients. As a Marketing Coordinator, I look to take advantage of any opportunity to promote our services through a variety of marketing initiatives. Creative thinking, strong collaboration efforts, and a deep desire to succeed are what I believe to bring success to any firm in today's competitive business world.

Philadelphia, Pa

As a leading firm in the administration and management of class action cases, Heffler Claims Group prides itself on personal attention to our clients, yet has managed hundreds of settlements of varying size and complexity over the last 40 years. We have the depth of knowledge and breadth of experience to provide our clients with the most accurate, timely and cost-effective claims administration services in the industry. Our in-house team of class action attorneys, CPAs, MBAs, information technology experts, data entry personnel, call center attendants, direct mail specialists and media experts have administered individual class cases involving more than 10 million proof-of-claim forms; mailings to nearly 40 million potential class members; and distribution of over $4 billion in funds. Heffler Claims Group is committed to completing the processing of your class members’ claims in a timely, efficient and secure manner.As a Marketing Coordinator in this role, I am efficient in taking advantage of new opportunites to grow our business. In such a competitive business world, everyday is a new challenge, yet creative thinking and a desire for success keep my motivation strong!

Greater Philadelphia Area

-Develop and impletment new marketing initiatives through the MSSB platform-Research potential clients in order to broaden client base-Provide assistance in updating and maintaining client financial portfolios-Conduct research for present clients using Morgan Stanley database-Maintain social media sites and website to ensure that all information is up-to-date and reflective of the services we provide

-Assisted in the Marketing aspect of business -Assisted in filing financial claim reports-Organized Website to draw client recognition

Ba, English

Activities and Societies: Delta Gamma Epsilon Lambda - Director of Rituals

Education record

Activities and Societies: Varsity Soccer, National Honor Society