Toby Palmer Email & Phone Number

Charleston, Sc, Us

Charleston, South Carolina Metropolitan Area

Providing small to mid-size organizations and their employees with financial wellness services, including planning, advisory, management and education.

Mount Pleasant, South Carolina, United States

- Client-Centered Approach: Prioritizes the best interests of clients above all else, providing unbiased, personalized financial advice tailored to the specific needs of businesses and families.- Holistic Financial Planning: Offers a wide range of services, including retirement planning, investment management, estate planning, tax strategies, and risk management, ensuring all aspects of the client's financial life are addressed.- Long-Term Partnership: Builds enduring relationships with clients by providing continuous support and regular reviews to adapt strategies as financial circumstances and goals evolve over time.- Regulatory Compliance: Adheres to fiduciary standards and regulatory requirements, ensuring that all advice and actions meet the highest ethical and legal standards, offering peace of mind to both businesses and families.

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Charleston, South Carolina Metropolitan Area

Agent licensed to sell insurance through New York Life Insurance Company.

Charleston, South Carolina Metropolitan Area

Spearheaded CompTIA’s in-house platform initiative by leading a global development team to build a world class, cloud-native, online exam delivery platform. Successfully navigated ever-changing internal stakeholder requirements, on-going build vs buy financial justifications, pandemic-altering test-taking behaviors, and the ever-tightening tension of exam content security vs candidate usability. • Led group of 15 software developers, cloud engineers, and QA analysts to build CompTIA’s first state-of-the-art exam delivery platform.• Contributed to the fully scalable, server-less, cloud-native AWS system design, resulting in a secure, high performing application.• Worked closely with key stakeholders across the organization representing exam content development, exam security, information security, sales/marketing and product management.

Reston, Virginia

Evaluated how information technology best served the goals of Vault's projects or clients by assessing project requirements, creating technical specifications, assembling and managing the development team, As a member of the Executive Committee, responsible for all aspects of the business, including strategic planning, financials, operations, business development and marketing, staffing, and firm culture. Regularly presented to Executive Directors, CEOs, Boards of Directors and other senior level executives. Primary role was to articulate how the proposed technology solution addressed the stated business need. • Established project budgets, formulated teams, and established milestones and deliverable dates.• Primary contributor to system architecture, data modeling, and UI design phases of multiple Web applications.

Reston, Virginia

• Led technology consulting practice and managed company’s internal IT resources• Responsible for hiring and managing a staff of two internal IT resources, five software developers and multiple outside contractors• Lead all phases of technology consulting engagements: business development, discovery and design, development and testing, deployment and maintenance• Strong focus on business development and client relations/retention• Specialize in articulating technical concepts and solutions to non-technical client audiencesSignificant Achievements Include: Increasing practice group revenue 500% during my tenure as Chief Technology Officer; Resurrecting a highly dysfunctional IT department by transforming the group from a money-hemorrhaging, “fire-fighting” unit with zero credibility to an under-budget, finely tuned team that now focuses on technology initiatives to improve productivity, maximize revenues and decrease costs; Securing the contract and leading the 15-month development effort of a major insurance company website; Designing and leading the development effort of a back office work flow automation initiative for a leading title insurance company

Reston, Virginia

• Managed many of the Veris research unit’s most technologically challenging projects• Created and fostered profitable client relationshipsSignificant Achievements Include: Successfully modernizing a research unit that was previously conducting research data collection, analysis and processing via manual techniques; Taking over Veris’ “orphaned” trade show research practice in a trial-by-fire situation and guiding two signature industry-wide studies to completion