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Ted Robbins Cpa Cfp

Ted Robbins Cpa Cfp

Senior Managing Director and Shareholder | Clearstead Advisors, LLC

Cleveland, Ohio, United States

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Ted Robbins Cpa Cfp

Summary

Ted Robbins is a seasoned finance professional with extensive experience in the financial services sector. Currently serving as the Managing Director and Shareholder of the Private Client Group at Clearstead, he brings a wealth of knowledge in management consulting services. Ted's expertise lies in providing tailored financial strategies that cater to individual client needs, showcasing his commitment to personalized service. His leadership role indicates a strong capability in managing teams and driving organizational success. Although specific educational details are not provided, his CPA and CFP® designations suggest a solid foundation in accounting and financial planning. Ted is passionate about helping clients navigate complex financial landscapes and is likely to be involved in continuous professional development. His experience in a management consulting environment positions him well for adapting to various client demands and market changes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Ted Robbins Cpa Cfp

Work Experience

💼

Senior Managing Director and Shareholder at

Clearstead Advisors, LLC

June 2022 - Present

💼

Managing Director and Shareholder, Private Client Group at

Clearstead Advisors, LLC

February 2014 - June 2022

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Senior Tax Associate at

Grant Thornton (US)

January 2012 - January 2014

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Tax Associate at

RSM US LLP

January 2010 - January 2012

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Managing Director And Shareholder, Private Client Group at

Clearstead Advisors, LLC

Present

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Ted Robbins Cpa Cfp

Education

John Carroll University, Mba

January 2008 - January 2009

John Carroll University, Bsba

January 2004 - January 2008

Frequently Asked Questions about Ted Robbins Cpa Cfp

What is Ted Robbins Cpa Cfp email address?

Ted Robbins Cpa Cfp's primary email address is ********@clearstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Ted Robbins Cpa Cfp work for?

Ted Robbins Cpa Cfp is a Senior Managing Director and Shareholder at Clearstead Advisors, LLC, a company specializing in Functions related to depository banking.

Where Ted Robbins Cpa Cfp graduated from?

Ted Robbins Cpa Cfp holds a degree in from John Carroll University.

How can I directly contact Ted Robbins Cpa Cfp?

To contact Ted Robbins Cpa Cfp directly, you can use the email address ********@clearstead.com. Complete contact information is available upon registration with Muraena.

Who is Ted Robbins Cpa Cfp?

Ted Robbins is a seasoned finance professional with extensive experience in the financial services sector. Currently serving as the Managing Director and Shareholder of the Private Client Group at Clearstead, he brings a wealth of knowledge in management consulting services. Ted's expertise lies in providing tailored financial strategies that cater to individual client needs, showcasing his commitment to personalized service. His leadership role indicates a strong capability in managing teams and driving organizational success. Although specific educational details are not provided, his CPA and CFP® designations suggest a solid foundation in accounting and financial planning. Ted is passionate about helping clients navigate complex financial landscapes and is likely to be involved in continuous professional development. His experience in a management consulting environment positions him well for adapting to various client demands and market changes.

Ted`s contact details

mail

********@clearstead.com

**********@jcu.edu

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Michael Moss

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Satricia Rice

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Satricia Rice

Senior Managing Director and Shareholder

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