Dylan Snow Email
Customer Service Lead @ Kitava
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Dylan Snow Location
- San Francisco, CA, US
Dylan Snow Work
- Customer Service Lead @ (December 2022 - Present)
- Wealth Management Intern @ (June 2026 - August 2026)
- Financial Planning Extern @ (June 2026 - August 2026)
- Tax Intern @ (January 2026 - April 2026)
Dylan Snow Education
- San Francisco State University
Bachelor of Science - BS (Accounting)
2023-2026 - University of Arizona
Certificate (Financial Planning)
2025-2026
Dylan Snow Skills
- Accounting
- Analytical Skills
- Client Service
- Communication
- Customer Service
- Customer Service Management
- Decision-Making
- Financial Analysis
- Financial Planning
- Financial Planning Software
- Investment Analysis
- Investment Management
- Leadership
- Microsoft Excel
- Money Guide Pro
- Operations Management
- Private Wealth Management
- Problem Solving
- Research Skills
- Retirement Planning
- Sales
- Tax Advisory
- Tax Planning
- Team Management
- Teamwork
- Time Management
- eMoney
Dylan Snow Summary
- Dylan Snow, based in San Francisco, CA, US, is currently a Customer Service Lead at Kitava. Dylan Snow brings experience from previous roles at Atlas Legacy Advisors, Amplified Planning and PwC. Dylan Snow holds a 2023 - 2026 Bachelor of Science - BS in Accounting @ San Francisco State University. With a robust skill set that includes Accounting, Analytical Skills, Client Service, Communication, Customer Service and more.
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