CoverProfile

Bob Toomey

Vice-President, Director of Research

SR Schill & Associates

United States, Washington, Sammamish

About Me

30+ years of experience in investment management including institutional investment management, securities research, portfolio management, and financial planning. Bob holds the Certified Financial Planner (CFP®) certification issued by the CFB Board of Standards. Bob also hold the Chartered Financial Analyst (CFA®) designation and received his MBA from Boston University. Current areas of emphasis include financial planning, investment strategy, and wealth management. Specialties: financial planning, asset management, securities research, & investment strategy

Profile Information

Vice-President, Director of Research

SR Schill & Associates

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Sammamish

Washington

United States

Jul 9, 2024

More profiles to browse

LS
Len Skiena
Chief Executive Officer / Personal Financial Advisor
SS
Stanley Schill
Principal, President, CFO

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc