
Position:
Client Relationship Manager | Financial Paraplanner at Walsh Associates
Location:
Sarasota, Florida, United States
Found email addresses for Hunter Smith:
Found phones for Hunter Smith:
May 2023 - Current
Feb 2022 - Oct 2022
Jan 2022 - Oct 2022
Jun 2021 - Dec 2021
Jan 2020 - May 2021
Feb 2019 - May 2021
Their professional focus is Customer Relationship Management (CRM), Financial Analysis, and Microsoft Applications across 3 core areas.
Hunter holds Series 7, 63, 65, SIE and Financial Paraplanner Qualified Professionalâ„¢ certifications.
Bachelor of Arts - BA at University of South Florida
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