Cepa Edgar Collado Email & Phone Number | Tobias Financial Advisors (TFA) is a financial planning and wealth management firm serving high net-worth individuals and business owners. Prior to joining TFA, I held finance leadership positions with Fortune 500 companies such as AT&T and Ingersoll Rand. My experience has prepared me to develop and implement growth and operations initiatives for a financial services firm and has prepared me to consult with business owners on creating value in their businesses. At Ingersoll Rand, I had the pleasure of leading a finance organization with over 100 associates in more than a dozen countries. Helping this team grow and develop professionally was one of my primary priorities, which I accomplished with ongoing coaching and development planning. I have a finance degree from St. John's University and an MBA from New York University. Throughout my career, I have worked to provide a positive, inspiring work environment, and always encourage my team to set ambitious goals. In 2017 I had the opportunity to join Marianela Collado and Mathew Saneholtz as they assumed ownership of Tobias Financial Advisors, and it has given me the opportunity to fully put into practice my philosophy on building productive operations and client service teams, setting and following organizational vision and strategy, and recruiting and developing a high performing financial planning and wealth management team. I love that I get to work with this team, and that this role has given me the opportunity to spend more time with family. I have three young boys who are full of energy and willing to try almost anything...just like their dad. Most recently they have taken an interest in BMX racing and are also trying to talk me into buying them a motorcycle! If our team can help you get your financial life in order, please reach out to me directly at (954) 424-1660 or edgar@tobiasfinancial.com. Learn more about TFA (www.tobiasfinancial.com). TFA Insights Blog (http://www.tobiasfinancial.com/blog/)

Cepa Edgar Collado

Tobias Financial Advisors (TFA) is a financial planning and wealth management firm serving high net-...
Fort Lauderdale, Florida, United States

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Cepa Edgar Collado’s Email cepa@tobiasfinancial.com

Cepa Edgar Collado’s Phone Numbers +1 954-424-****

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Cepa Edgar Collado’s Location Fort Lauderdale, Florida, United States

Cepa Edgar Collado’s Current Industry Tobias Financial Advisors

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Work Experience

Tobias Financial Advisors

Chief Compliance Officer

2019-03-01 00:00:00 - Present

Ingersoll Rand

Vice President of Finance, Latin America

2015-10-01 00:00:00 - 2017-09-01 00:00:00

Weichert Realtors

Associate Manager / Sales

2006-04-01 00:00:00 - 2008-04-01 00:00:00

At And T

Finance Manager, Corporate Planning

2003-08-01 00:00:00 - 2006-03-01 00:00:00

Jamaica Business Resource Ctr

Special Projects

1998-01-01 00:00:00 - 2001-01-01 00:00:00

Fastwired

Associate

2000-01-01 00:00:00 - 2001-01-01 00:00:00

Dreyfus

Client Services and Sales Representative

1998-01-01 00:00:00 - 1999-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cepa Edgar Collado

Cepa Edgar Collado is located at
Fort Lauderdale, Florida, United States

Cepa Edgar Collado is a Tobias Financial Advisors (TFA) is a financial planning and wealth management firm serving high net-worth individuals and business owners. Prior to joining TFA, I held finance leadership positions with Fortune 500 companies such as AT&T and Ingersoll Rand. My experience has prepared me to develop and implement growth and operations initiatives for a financial services firm and has prepared me to consult with business owners on creating value in their businesses. At Ingersoll Rand, I had the pleasure of leading a finance organization with over 100 associates in more than a dozen countries. Helping this team grow and develop professionally was one of my primary priorities, which I accomplished with ongoing coaching and development planning. I have a finance degree from St. John's University and an MBA from New York University. Throughout my career, I have worked to provide a positive, inspiring work environment, and always encourage my team to set ambitious goals. In 2017 I had the opportunity to join Marianela Collado and Mathew Saneholtz as they assumed ownership of Tobias Financial Advisors, and it has given me the opportunity to fully put into practice my philosophy on building productive operations and client service teams, setting and following organizational vision and strategy, and recruiting and developing a high performing financial planning and wealth management team. I love that I get to work with this team, and that this role has given me the opportunity to spend more time with family. I have three young boys who are full of energy and willing to try almost anything...just like their dad. Most recently they have taken an interest in BMX racing and are also trying to talk me into buying them a motorcycle! If our team can help you get your financial life in order, please reach out to me directly at (954) 424-1660 or edgar@tobiasfinancial.com. Learn more about TFA (www.tobiasfinancial.com). TFA Insights Blog (http://www.tobiasfinancial.com/blog/)

Cepa Edgar Collado currently works in the Tobias Financial Advisors |

No Languages Available

Cepa Edgar Collado has prior
experience in the following industries:
Ingersoll Rand | Weichert Realtors | At And T | Jamaica Business Resource Ctr | Fastwired | Dreyfus

Cepa Edgar Collado has the following professional experience:
Tobias Financial Advisors | Ingersoll Rand | Weichert Realtors | At And T | Jamaica Business Resource Ctr | Fastwired | Dreyfus