Toby Wilson work email
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Toby Wilson personal email
I graduated from Northwood University with a BBA in Economics. In my free time, I enjoy watching and playing sports, spending time with my family, and being active in the community.
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B. Woods & CompanyScottsdale, Az, Us
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Senior AssociateB. Woods & Company May 2024 - PresentPhoenix, Az, Us
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Senior Business Development SpecialistStormwind Studios Nov 2023 - May 2024Scottsdale, Arizona, Us -
Business Development Representative IiiStormwind Studios Sep 2023 - Nov 2023Scottsdale, Arizona, Us
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Business Development Representative IiStormwind Studios Apr 2023 - Sep 2023Scottsdale, Arizona, Us
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Business Development RepresentativeStormwind Studios Mar 2023 - Apr 2023Scottsdale, Arizona, Us
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Mortgage Loan OriginatorCardinal Financial Company, Limited Partnership Jan 2022 - Mar 2023Charlotte, Nc, UsToby Wilson NMLS 2075146Licensed Branch Address (per NMLS - 3701 Arco Corporate Drive Suite 200 Charlotte NC 28273)Cardinal Financial Company, Limited Partnership NMLS 662473701 Arco Corporate Drive, Suite 200, Charlotte, NC 28273Equal Housing Opportunity ● www.cardinalfinancial.com/nmls-licensingFor licensing information, go to: www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/66247 -
Executive Loan OfficerEntrust Funding Jul 2021 - Jan 2022
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Junior Loan OfficerJfq Lending, Inc. Dec 2020 - Jul 2021Scottsdale, Arizona, Us -
Mortgage Loan OfficerJfq Lending, Inc. Dec 2020 - Jul 2021Scottsdale, Arizona, Us
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Financial AdvisorCastle Financial Partners Aug 2018 - Mar 2019Holt, Michigan, Us• Facilitate client meetings by analyzing their current financial situation and implementing wealth management strategies. • Deliver high quality customer service that contributes to the attraction, retention and expansion of client relationships. • Monitor and track sales performance to ensure individual and company goals are achieved. • Offer personalized financial advice and investment solutions to clients.• Effectively source prospective clients, building individual client base and network.• Accurately complete required paperwork that complies with standard policies and procedures. -
Jr. Business ConsultantOmni Tech International Jun 2014 - Jun 2018Midland, Michigan, Us• Created case statements on behalf of non-profit companies for endowments and grants. • Conducted market research on best practices and gave actionable recommendations to clients. • Compiled data into an environmental scan that was presented to the board of directors. • Generated income reports utilizing Excel and forecasted the future growth of each consulting service. • Analyzed 990 Reports and created dashboards based off the prior year’s tax filing.
Toby Wilson Skills
Toby Wilson Education Details
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Northwood UniversityEconomics
Frequently Asked Questions about Toby Wilson
What company does Toby Wilson work for?
Toby Wilson works for B. Woods & Company
What is Toby Wilson's role at the current company?
Toby Wilson's current role is M&A Advisor.
What is Toby Wilson's email address?
Toby Wilson's email address is to****@****ial.com
What schools did Toby Wilson attend?
Toby Wilson attended Northwood University.
What skills is Toby Wilson known for?
Toby Wilson has skills like Minitab, Microsoft Office, Data Analysis, Communication, Microsoft Excel, Team Leadership, Regression Analysis, Customer Relationship Management, Business Meetings, Gretl, Microsoft Powerpoint.
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