Account Type*** *****Account Owner****** ******Account Opps/Deals******* *******Closed Won • Oct 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
Meghan Kemp WatkinsExecutive Credit UnderwriterView Profile, meghan kemp-watkinsTarek OueidatInvestment Banking AssociateView Profile, tarek oueidatAyelet TotahAssociateView Profile, ayelet totah