Suggestions
David Toles
Finance Business Partner with 25+ Years Experience
David Toles is an experienced Vice President Finance with a strong background in the financial services industry, particularly in SaaS companies.
His expertise lies in financial and accounting skills, Strategic Planning, M&A, Risk Management, Negotiations, and Client Relations.
He was a key contributor to a successful exit strategy of a startup company in 2011 and has diverse industry experience including advertising, public relations, investor relations, software, and manufacturing.
David Toles holds an MBA in Accounting from Montclair State University, a BA in Psychology and Sociology from Drew University, and has studied at the Securities Industry Institute at the University of Pennsylvania - Wharton School.
Throughout his career, he has held key roles such as VP of Finance at Broadridge, VP of Finance at Macro 4, Sr. Director of Finance at Realogy, and VP of Finance, Finance Director at Citigate Financial Intelligence/CapitalBridge.
Prior positions include Asst. Director of Finance at Robinson Lerer & Montgomery, Controller at Medical Manager/WebMD, and Controller at Giovatto Advertising & Consulting.
