Here is a professional summary for Angie Toney:
Professional Overview
Angie Toney is a seasoned financial services leader with over 30 years of experience in audit, advisory, and entrepreneurship. As the Founder and Lead Instructor at Angel Financial Services and the Chief Executive Officer at Oasis Tax Advisory Services, she brings a unique blend of technical expertise and strategic vision to the industry.
Experience Summary
Current Roles
As the Founder and Lead Instructor at Angel Financial Services, Angie is responsible for developing and delivering comprehensive financial coaching and educational programs to individuals and small businesses. Under her leadership, the organization has become a trusted resource for financial empowerment in the Baltimore community. In her role as CEO of Oasis Tax Advisory Services, she provides strategic guidance and oversight for the firm's tax planning and compliance offerings, ensuring clients receive personalized and effective solutions.
Career Progression
Throughout her career, Angie has held various leadership positions in the financial services sector, including roles as Director of Internal Audit at Minerals Technologies and ARC, as well as a Contractor at the United States Postal Service Office of the Inspector General. Her diverse background has allowed her to develop a deep understanding of financial operations, risk management, and regulatory compliance.
Academic Background
Angie holds a Bachelor's degree in Accounting from the University of Maryland, Baltimore County. She is a Certified Public Accountant (CPA) and has completed additional certifications in financial planning and tax advisory services, demonstrating her commitment to continuous learning and professional development.
Areas of Expertise
Angie's areas of expertise include financial management, tax planning, internal audit, and strategic business advisory. She has a proven track record of implementing efficient processes, identifying cost-saving opportunities, and providing actionable insights to drive organizational success. Her leadership skills and ability to foster collaborative partnerships have been instrumental in her career progression.
Professional Impact
Throughout her career, Angie has made significant contributions to the financial services industry. As a Financial Coach at Loudoun Counseling & Coaching, LLC, she helped numerous individuals and families achieve their financial goals through personalized guidance and education. She has also been recognized for her work in the community, receiving awards and accolades for her dedication to financial empowerment.
Conclusion
With her extensive experience, technical expertise, and entrepreneurial spirit, Angie Toney is well-positioned to continue driving innovation and positive change within the financial services industry. She is committed to leveraging her knowledge and leadership skills to help individuals and businesses navigate the complexities of the modern financial landscape and achieve sustainable financial well-being.
