Dan Tolomay, CFA

Chief Investment Officer at Trust Company of the South
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Contact Information
us****@****om
(386) 825-5501
Location
Durham, North Carolina, United States, US

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Credentials

  • Chartered Financial Analyst
    162977

Experience

  • Trust Company of the South
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jul 2010 - Present

    • Wealth Advisor
      • Jan 2008 - Jun 2010

  • Amundi Smith Breeden (now Amundi US)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Dec 2006 - Dec 2007

    • Analyst
      • Dec 2002 - Nov 2006

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Financial Analyst
      • Feb 2002 - Dec 2002

Education

  • St. Bonaventure University
    BBA, Finance
    1997 - 2001

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