Toby Walters, CFA, CFP®
Trumbull, Connecticut, United States
251 followers
244 connections
Activity
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I am thrilled to announce that I have joined Dow Jones as Head of Sales (APAC), Risk & Research. I will be relocating to Singapore in the very near…
I am thrilled to announce that I have joined Dow Jones as Head of Sales (APAC), Risk & Research. I will be relocating to Singapore in the very near…
Liked by Toby Walters, CFA, CFP®
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24 years ago I shared an office at the (most certainly now defunct) M&A Reporter with Mark Cecil (and Ricardo Roberts, honorable mention here 🤣 )…
24 years ago I shared an office at the (most certainly now defunct) M&A Reporter with Mark Cecil (and Ricardo Roberts, honorable mention here 🤣 )…
Liked by Toby Walters, CFA, CFP®
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We like to say, "Once an eagle, always an eagle." 🦅 But along the way, Brockport alum Pete Guelli adopted the Buffalo! 🦬 We're proud to share that…
We like to say, "Once an eagle, always an eagle." 🦅 But along the way, Brockport alum Pete Guelli adopted the Buffalo! 🦬 We're proud to share that…
Liked by Toby Walters, CFA, CFP®
Experience
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First Pacific Financial (acquired Ramsey & Associates in December 2021)
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Education
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SUNY Brockport
Activities and Societies: Member, Alpha Chi National Honor Society, New York Omicron Society Varsity Football Brockport Washington D.C. Internship Program
Graduated Magna Cum Laude majoring with a double major of Economics and Finance with a minor in Political Science
Participated in Brockport Washington D.C. Internship Program
Played varsity football, special teams captain junior year
Licenses & Certifications
Volunteer Experience
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Caregiver
St. Thomas the Apostle Alzheimer's Care Team
- 8 years 1 month
Health
On Monday nights for two hours, I volunteer with two other people to provide comfort for an Alzheimer's patient that we've been assigned to so as to give his wife, a true caregiver, a brief respite. This is a cause dear to me as I've had loved ones afflicted with this disease and I wanted to be personally involved to help others as much as possible.
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Driver
Equinox Thanksgiving Dinner
- Present 11 years 10 months
Social Services
As a way of giving thanks and to help pay it forward, I volunteer every Thanksgiving to deliver dinners to those unable to leave their homes.
More activity by Toby
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It's official! I'm excited to share that I've started a new job as Senior Director of Marketing at Vantage Apparel. Thank you to the leadership team…
It's official! I'm excited to share that I've started a new job as Senior Director of Marketing at Vantage Apparel. Thank you to the leadership team…
Liked by Toby Walters, CFA, CFP®
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I’m honored to be on this list of great journalists covering #privateequity! Thank you to Spectrum Equity for the recognition!
I’m honored to be on this list of great journalists covering #privateequity! Thank you to Spectrum Equity for the recognition!
Liked by Toby Walters, CFA, CFP®
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We need and can do better for those living with Dementia and the caregivers who are committed to service 🔔 . Without a change of approach towards…
We need and can do better for those living with Dementia and the caregivers who are committed to service 🔔 . Without a change of approach towards…
Liked by Toby Walters, CFA, CFP®
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Each year, our associates #volunteer their time and talent through #USIGivesBack, our annual companywide #community investment campaign. Last year…
Each year, our associates #volunteer their time and talent through #USIGivesBack, our annual companywide #community investment campaign. Last year…
Liked by Toby Walters, CFA, CFP®
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Good morning in celebrating my 10 year cancer free anniversary I want to celebrate those we lost but won’t be forgotten. For January and February I…
Good morning in celebrating my 10 year cancer free anniversary I want to celebrate those we lost but won’t be forgotten. For January and February I…
Liked by Toby Walters, CFA, CFP®
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I'm in Ithaca today teaching this same venture capital and private equity graduate school class at the Cornell Johnson School for the 31st year in a…
I'm in Ithaca today teaching this same venture capital and private equity graduate school class at the Cornell Johnson School for the 31st year in a…
Liked by Toby Walters, CFA, CFP®
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Dear friends. For my special birthday next month (hint, you'll soon be paying for my medical expenses) I am asking you to consider a donation to a…
Dear friends. For my special birthday next month (hint, you'll soon be paying for my medical expenses) I am asking you to consider a donation to a…
Liked by Toby Walters, CFA, CFP®
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After missing the potential game-tying kick against the Chiefs, Bills kicker Tyler Bass deleted all of his social media. Since, Bills AND Chiefs…
After missing the potential game-tying kick against the Chiefs, Bills kicker Tyler Bass deleted all of his social media. Since, Bills AND Chiefs…
Liked by Toby Walters, CFA, CFP®
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ME: My publicity team keeps telling me to get on social media to talk about my new book. ALSO ME: I booked an AMAZING guest today on Thoughtful Bro.…
ME: My publicity team keeps telling me to get on social media to talk about my new book. ALSO ME: I booked an AMAZING guest today on Thoughtful Bro.…
Liked by Toby Walters, CFA, CFP®
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Two years ago yesterday, we sent the first Axios Pro Deals newsletters. Over those two years, the quality of the journalists we hired has shown…
Two years ago yesterday, we sent the first Axios Pro Deals newsletters. Over those two years, the quality of the journalists we hired has shown…
Liked by Toby Walters, CFA, CFP®
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On Monday, the Eagles' season ended with a loss in Tampa Bay. Two days later, Eagles legend Jason Kelce stopped by his favorite Philadelphia…
On Monday, the Eagles' season ended with a loss in Tampa Bay. Two days later, Eagles legend Jason Kelce stopped by his favorite Philadelphia…
Liked by Toby Walters, CFA, CFP®
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I've learned so much about #dementia from classes with Lindsey Vajpeyi
I've learned so much about #dementia from classes with Lindsey Vajpeyi
Liked by Toby Walters, CFA, CFP®
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Looking forward to being a guest tonight on Retireholics!
Looking forward to being a guest tonight on Retireholics!
Liked by Toby Walters, CFA, CFP®
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I just spoke with Jackie Varona my original hiring manager at SDC at 2 Gateway in 1997...I said it's only right to spend 12/31 together when Legacy…
I just spoke with Jackie Varona my original hiring manager at SDC at 2 Gateway in 1997...I said it's only right to spend 12/31 together when Legacy…
Liked by Toby Walters, CFA, CFP®
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