Kimberly Snell Email & Phone Number
Client Service Administrative Associate @ RWA Wealth Partners
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Kimberly Snell Location
- Boston, MA, US
Kimberly Snell Work
- 2026 -now Client Service Administrative Associate @
- 2026 -2026 Client Service Administrator @
- 2023 -2025 Associate @
- 2014 -2016 Investor Relations Associate @
- 2012 -2014 Investor Relations Financial Associate @ Internet Business Capital Corp
- 2010 -2012 Investor Relations Analyst @ Higher Moment Capital
- 2008 -2010 Client Service Representative @
Kimberly Snell Education
- Fordham University
Master of Science (MS) (Investor Relations)
2013-2015 - Eckerd College
Bachelor of Arts (International Business)
2004-2008
Kimberly Snell Skills
- Investor Relations
- Finance
- Investments
- Financial Analysis
- QuickBooks
- Microsoft Excel
- Financial Reporting
- Marketing
- Business Development
- Mergers & Acquisitions
- Valuation
- Mutual Funds
- Business Planning
- Analysis
- Due Diligence
- Financial Services
- Venture Capital
- Entrepreneurship
- Private Equity
- Strategy
- Budgets
- Market Research
- Small Business
- Business Analysis
- PowerPoint development
- Investor Day Planning
- Alternative Investments
- Accounting
- Mergers and Acquisitions
- Microsoft Office
- Social Media
- Sales
- Business Strategy
- Returns
- Merchandise
- International Business
- Charging
- Market
- Web Marketing
- Payments
- Expenses
- Trend Analysis
- Pioneer
- 401k
- Executive Positions
- Temporary Placement
- Legal
- Organizational Structure
- Subscription
- Working Experience
- C Level
- Merrill Lynch
- Management
- Financial Statements
- Calls
- Funding
- PowerPoint
- Boston
- Written Correspondence
- Profit
- System
- Charges
- Business Services
- Utilization
- Reports
- Balance Sheet
- Financial Accounting
- Qualified Retirement Plans
- Cooperation
- Point Of Contact
- Documentation
- Research
- Results Driven
- Reporting
- Accounts Payable
- Capital
- Board of Directors
- Letters
- CPA
- Coordination
- Client Services
- Schedules
- Expense Reports
- Corporate Liaison
- Voting
- Corporate Standards
- Redemptions
- Project
- 12D Model
- Contractual Agreements
- Principles Of Finance
- Project Support
- Shopping
- Presentations
- Spain
- Responsibility
- Internal Audit
- Art
- Reviews
- Spreadsheets
- Sensitive Information
- Rate
- Invoicing
- Legal Documents
- Financial Transactions
- Meetings
- Coordinated
Kimberly Snell Summary
- Kimberly Snell, based in Boston, MA, US, is currently a Client Service Administrative Associate at RWA Wealth Partners. Kimberly Snell brings experience from previous roles at Precision Private Wealth, Virgin Atlantic, Sharon Merrill and Internet Business Capital Corp. Kimberly Snell holds a 2013 - 2015 Master of Science (MS) in Investor Relations @ Fordham University. With a robust skill set that includes Investor Relations, Finance, Investments, Financial Analysis, QuickBooks and more. Kimberly Snell has 3 emails and 1 mobile phone numbers on RocketReach.
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Top RWA Wealth Partners Employees
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Jeremy Witbeck
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Matt Batzel
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Don MacKenzie
Chief Financial Officer
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Judy Ludwig
VP Tax and Financial Planning
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Jp Powers
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Stephen Johnson
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Michelle Knight
CEO and Chief Economist
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