TOBY FRANK, MBA

Daily Money Manager

 

Toby comes to Everyday Money Management after a successful career with a Fortune 100 company holding positions in Information Systems, Strategic Planning, Product development and management and Marketing. 

In her most recent position, Toby served as the Director of Marketing where she managed a $6M budget and over $2B in revenue.  While in this role, Toby also taught hundreds of employees essential business, financial, and customer service skills needed to build and maintain a customer focused workplace.

Toby applied her strong organizational and financial skills when managing her parent’s affairs as they aged.  For almost 10 years, Toby paid their bills, prepared their tax documents, worked with Long Term Care and various medical and elder care agencies, and coordinated their estate planning, investments and tax strategies with the appropriate professionals.  Being known as the “go to” financial/budget person among her friends and family, Toby is thrilled to apply her passion and skillset to her clients.

Community service is also a big part of Toby’s life.  She serves on the board of a large non-profit organization where she works on the planning and allocation of millions of dollars to people and organizations in need.  Toby also serves on the finance committee of a community based non-profit where she works to ensure responsible decisions are made to ensure the long term health of the organization.

Toby holds a BS in Mathematics and an MBA both from the University of Maryland.  She loves travel, the theater, a good book, and a game of Mahjong with friends.  Toby lives in Gaithersburg, MD.

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CALL OUR OFFICE AT (301) 801-2294