Account Type*** ***Account Owner*** ******Account Opps/Deals**** *******Closed Won • Nov 24***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
Meini HeubergerLimited PartnerView Profile, meini heubergerCharles KeenanFinancial Planning And Analysis ManagerView Profile, charles keenanDaphne Jackson IngramRevenue Recognition ManagerView Profile, daphne jackson ingram