David Toles

David Toles is the CFO Wealth and VP of Finance at Broadridge, where they focus on driving growth in the Wealth and Capital Markets sectors in the US and Canada. With a strong background in strategic planning, budgeting, and forecasting, David has supported Broadridge's objectives through effective risk management and successful negotiations. Prior to this role, David held various financial leadership positions, including at Giovatto Advertising & Consulting, Robinson Lerer & Montgomery, and Realogy. David earned an MBA in Accounting from Montclair State University and completed the Securities Industry Institute at the Wharton School.