Toby Palmer

Toby Palmer Email and Phone Number

Charleston, SC, US
Toby Palmer's Location
Charleston, South Carolina Metropolitan Area, United States
About Toby Palmer

Are you an HR Benefits Manager, CFO, COO, or a Small Business Owner who cares about employee wellness?Then, you know that worrying about money is a leading stressor for your team, especially in light of inflation.According to a study by PWC, employees who are experiencing financial concerns are:6x more likely to be less productive at work2x more likely to be looking for a new job7x more likely to struggle with attendanceWant your employees to be less stressed and more productive?Consider introducing an Employee Financial Wellness program that empowers your employees to live a healthy financial life and plan for the future. I’m Toby Palmer, the founder of Palmer Financial Wellness. We partner with organizations of 5-500 employees to get their team members financially fit.We offer an easy-to-use digital platform that helps your employees make meaningful improvements to their finances.The best part? You don’t have to manage anything. Palmer Financial Wellness does it all.Each of your employees receives a suite of personalized financial planning tools and resources that can actually improve their financial wellness.We provide them with a personalized experience that includes customized financial plans, informative scorecards, clear action items, interactive courses, and easy-to-use planning tools to keep them empowered and engaged.Want to have less stressed and more productive employees?Want to attract and retain top talent?Then, let’s chat for 30 minutes so I can learn your goals and answer any questions.This will be a no-pressure conversation. I aim to educate you about what’s possible when you introduce an Employee Financial Wellness program to your team.Connect with me on LinkedIn, email me at Toby@PalmerFinancialWellness.com, or call/text (843) 830-7452.

Toby Palmer's Current Company Details
Chucktown Startups

Chucktown Startups

View
Founder
Charleston, SC, US
Toby Palmer Work Experience Details
  • Chucktown Startups
    Founder
    Chucktown Startups
    Charleston, Sc, Us
  • Palmer Financial Wellness
    Founder & Financial Wellness Advisor
    Palmer Financial Wellness Dec 2024 - Present
    Charleston, South Carolina Metropolitan Area
    Providing small to mid-size organizations and their employees with financial wellness services, including planning, advisory, management and education.
  • Consolidated Planning, Inc.
    Comprehensive Financial Planning Consultant And Investment Advisor
    Consolidated Planning, Inc. Jul 2024 - Dec 2024
    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.
  • Nylife Securities Llc
    Registered Representative
    Nylife Securities Llc Jan 2024 - Jul 2024
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Oct 2023 - Jul 2024
    Charleston, South Carolina Metropolitan Area
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Comptia
    Senior Vice President Of Technology (Cto Of Exam Platforms)
    Comptia Feb 2019 - Jan 2023
    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.
  • Vault Consulting
    Cto & Managing Director
    Vault Consulting Jan 2016 - Dec 2018
    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.
  • Veris Consulting, Inc.
    Chief Technology Officer & Consultant
    Veris Consulting, Inc. Jul 2004 - Dec 2015
    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
  • Veris Consulting, Inc
    Senior Technology Project Manager
    Veris Consulting, Inc Jan 2002 - Jun 2004
    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

Toby Palmer Education Details

Frequently Asked Questions about Toby Palmer

What company does Toby Palmer work for?

Toby Palmer works for Chucktown Startups

What is Toby Palmer's role at the current company?

Toby Palmer's current role is Founder.

What schools did Toby Palmer attend?

Toby Palmer attended James Madison University.

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