Account Type***** ********Account Owner*** ***Account Opps/Deals******* ******Closed Won • Feb 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Hunter Financial Services LlcWealth AdvisorApr 15 - PresentCharles SchwabVice President - Financial ConsultantAug 12- Apr 15Schwab Advisor ServicesClient Service SpecialistMay 11- Aug 12
David McinerneyCFOView Profile, David McinerneyAllison DuncanCash And Financial Reporting ManagerView Profile, Allison DuncanStephanie DuaneMedical Bill Review SpecialistView Profile, Stephanie Duane