Robb Smith

Managing Director

Robb Smith is a high-level expert, who works in Plan Innovations as a Managing Director since 2012. Robb has earned professional experience in more than nine positions at different companies. Robb Smith went to the Wayne State College and was studying. This professional has such qualifications as Accredited Investment Fiduciary Analyst and C(K)P. Melbourne, Florida is the city, where the professional was known to settle. This person's phone number and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Robb Smith
Last updated Jun 15, 2024

Contact Information

Last Update
Jul 2, 2022
Location
Melbourne, FL
Company
Plan Innovations

Workplace

Managing Director

Work History

Managing Director

Society of WorkPlace Fiduciaries (SWPF) charter membership: $599/plan sponsor annually Offering comprehensive training and certification for workplace fiduciaries Half-day boot camp train...
from Nov 2012

Regional Director

Sep 2011 — Oct 2012

Managing Director

2010 — 2016

President

Feb 2007 — Aug 2011

Pension Consultant

Qa3
2005 — 2007

Managing Director

Providing comprehensive fiduciary auditing to prominent retirement plan sponsors who are serious about providing the safest and most effective benefit plans to their valued employees. A FIDU...
from May 1999

Pension and Plan Fiduciary Consultant

1999 — 2000

VP/Marketing - Qualified Plans

1995 — 1999

Independent Registered Representative, Series

1993 — 1995

Occupations

Executive
Chief Executive Officer
Corporate Executive
Chief Executive

Skills

Retirement
Erisa
Investments
Pensions
401K
Retirement Planning
Fiduciary
Fiduciary Management
Risk Management
Retirement Plan Consulting
Wealth Management
Financial Advisory
Qualified Retirement Plans
Asset Management
Alternative Investments
Defined Contribution
Insurance
403 B
Management
Fee Disclosure Expert
Fiduciary Consulting
Employee Benefits
401 Retirement Savings Plans
Fiduciary Services
Investment Management
Pension Funds
Lead Instructor For Fi360 Fiduciary Essentials For Plan Stewards

FAQs about Robb Smith

What's the main profession of Robb Smith?

Robb Smith is a Managing Director.

What jobs is Robb Smith proficient at at?

The expert is proficient at Executive and Chief Executive Officer jobs.

Where does Robb Smith live?

Robb lives in Melbourne, Florida.

Where did Robb Smith work?

Robb Smith worked at Plan Innovations, Advisors Access.

Where has Robb Smith studied?

Robb studied at the Wayne State College.

Are there any certifications, that Robb Smith has?

The professional received the following certifications: Accredited Investment Fiduciary Analyst and C(K)P.

Are there any industries Robb Smith works in?

Robb Smith works in E-Learning industry.

Are there any skills, that Robb Smith has?

This person has the following skills: Retirement, Erisa, Investments, Pensions, 401K, Retirement Planning, Fiduciary, Fiduciary Management, Risk Management, and Retirement Plan Consulting.
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