Robin Snell Email & Phone Number
Chief of Planning and Owner @ Nested Financial & Tax Planning
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Robin Snell Location
- Palm Harbor, FL, US
Robin Snell Work
- Chief of Planning and Owner @ (January 2023 - Present)
- Senior Strategist @ (November 2020 - May 2023)
- Financial Planning Specialist @ Windward Wealth Management (May 2019 - November 2020)
Robin Snell Education
- University of South Florida
Bachelor of Business Administration - BBA (Personal Financial Planning)
2016-2018 - St. Petersburg College
Associate of Science - AS (Entrepreneurship/Entrepreneurial Studies)
2016-2016 - California State University, Chico
Finance and Financial Management Services
2001-2006
Robin Snell Skills
- 401(k) Retirement Savings Plans
- Accounting
- Asset Allocation
- Budgeting
- Communication
- Corporate Tax
- Customer Service
- Decision-Making
- Disability Insurance
- Emotional Intelligence
- Entrepreneurship
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk
- Financial Services
- General finance
- Health Insurance
- Hospitality
- Income Tax
- Insurance
- Inventory Control
- Inventory Management
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Multitasking
- Personal Tax Planning
- Project Management
- Project Planning
- Public Speaking
- Retirement Planning
- Risk Assessment
- Risk Management
- Sales
- Soft Skills
- Stock broker
- Strategic Planning
- Strategy
- Tax
- Tax Accounting
- Tax Advisory
- Tax Law
- Tax Preparation
- Team Building
- Teamwork
- Term Life Insurance
- Time Management
- Trading
- Wealth Management
Robin Snell Summary
- Robin Snell, based in Palm Harbor, FL, US, is currently a Chief of Planning and Owner at Nested Financial & Tax Planning. Robin Snell brings experience from previous roles at OPINICUS and Windward Wealth Management. Robin Snell holds a 2016 - 2018 Bachelor of Business Administration - BBA in Personal Financial Planning @ University of South Florida. With a robust skill set that includes 401(k) Retirement Savings Plans, Accounting, Asset Allocation, Budgeting, Communication and more. Robin Snell has 3 emails and 1 mobile phone numbers on RocketReach.
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Robin Snell
Chief of Planning and Owner
Palm Harbor, FL, US
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