Toby Loftin

Vice President, Corporate Development at Strike Photonics
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Skills

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Eric Willer, CFA

Toby brings me relevant information when I need it and will always take the time to find the information I need on a company. He either knows the answer or will put me in front of someone who does. He is also extremely trustworthy.

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Credentials

  • DACFP Certificate in Blockchain and Digital Assets
    Digital Assets Council of Financial Professionals
    Jan, 2022
    - Sep, 2024
  • Series 65 – Investment Adviser Representative
    FINRA
    Dec, 2021
    - Sep, 2024
  • Series 63 – Uniform Securities Agent State Law
    FINRA
    May, 2012
    - Sep, 2024
  • Series 7 - General Securities Representative
    FINRA
    May, 1999
    - Sep, 2024

Experience

  • Strike Photonics
    • United States
    • Semiconductors
    • 1 - 100 Employee
    • Vice President, Corporate Development
      • Mar 2021 - Present

      Directly support CEO/CFO on finance, government contracting and business strategy. Directly support CEO/CFO on finance, government contracting and business strategy.

  • BP Capital Fund Advisors
    • Founder / Managing Member
      • Apr 2010 - Present

      Founder and managing member of BP Capital Fund Advisors, a Registered Investment Advisor Founder and managing member of BP Capital Fund Advisors, a Registered Investment Advisor

  • Providence Energy Corporation
    • United States
    • Oil and Gas
    • 1 - 100 Employee
    • Business Advisor
      • Sep 2021 - Present
  • Honeycomb Digital Investments
    • Financial Services
    • 1 - 100 Employee
    • Member / Consultant
      • May 2021 - Present
  • The Outpost
    • Real Estate
    • Client Relationship Manager
      • Apr 2022 - Jul 2023
  • SteelPath Capital Management and SteelPath Fund Advisors
    • Partner
      • Jun 2009 - Mar 2010

      • Identify and cultivate relationships with institutional sources of capital • Explain investment strategies to prospective investors and serve the needs of current investors • Design and implement investment products • Identify and cultivate relationships with institutional sources of capital • Explain investment strategies to prospective investors and serve the needs of current investors • Design and implement investment products

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Director, Institutional Sales
      • Sep 2003 - Apr 2009

      • Conceived and articulated actionable long/short equity trading ideas to fund managers • Focused on energy Master Limited Partnerships—organized road shows for management teams, on-site asset-specific diligence trips, and performed in a portfolio management role • Sold other firm products and services—derivatives, prime brokerage, electronic trading, commodities • Conceived and articulated actionable long/short equity trading ideas to fund managers • Focused on energy Master Limited Partnerships—organized road shows for management teams, on-site asset-specific diligence trips, and performed in a portfolio management role • Sold other firm products and services—derivatives, prime brokerage, electronic trading, commodities

  • Lehman Brothers
    • Capital Markets
    • 700 & Above Employee
    • Equity Research Sales
      • Jan 2002 - Aug 2003

      • Conceived and articulated actionable long/short equity trading ideas to fund managers (Texas region) • Provided financial planning services to high net worth individuals and family offices • Conceived and articulated actionable long/short equity trading ideas to fund managers (Texas region) • Provided financial planning services to high net worth individuals and family offices

  • Hoak Breedlove Wesneski & Co
    • Institutional Sales
      • 2000 - 2001
  • USAA
    • Financial Services
    • 1 - 100 Employee
    • intern - fixed income analyst
      • Jan 1999 - Aug 1999
  • United States Air Force
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Officer
      • 1995 - 1999

      Warranted Contracting Officer 325th Contracting Squadron - Tyndall AFB 12th Contracting Squadron - Randolph AFB Warranted Contracting Officer 325th Contracting Squadron - Tyndall AFB 12th Contracting Squadron - Randolph AFB

Education

  • United States Air Force Academy
    B.S., Management
    1991 - 1995
  • The University of Texas at San Antonio
    M.S., Finance
    1997 - 1999

Community

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