Hunter Smith Email & Phone Number
Client Relationship Manager | Financial Paraplanner @ Walsh & Associates
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Hunter Smith Location
- Sarasota, FL, US
Hunter Smith Work
- Client Relationship Manager | Financial Paraplanner @ (May 2023 - Present)
- Assistant Office Manager @ Psychological Associates of Melbourne (February 2022 - October 2022)
- AVID Tutor @ (January 2022 - October 2022)
- Warehouse Manager @ Carpet Fashions (June 2021 - December 2021)
- AVID Tutor @ (January 2020 - May 2021)
- Customer Service Associate @ (February 2019 - May 2021)
Hunter Smith Education
- University of South Florida
Bachelor of Arts - BA (PSYCHOLOGY)
2020-2022
Hunter Smith Skills
- Customer Relationship Management (CRM)
- Estate Planning
- Fiduciary Standard
- Financial Analysis
- Financial Psychology
- Insurance Planning
- Investment Planning
- Microsoft Applications
- Personal Financial Planning
- Phone Manner
- Retirement Planning
- Tax Planning
- Wealth Management Services
Hunter Smith Summary
- Hunter Smith, based in Sarasota, FL, US, is currently a Client Relationship Manager | Financial Paraplanner at Walsh & Associates. Hunter Smith brings experience from previous roles at Psychological Associates of Melbourne, Schools Public-Brevard County, Carpet Fashions and Hillsborough County Public Schools. Hunter Smith holds a 2020 - 2022 Bachelor of Arts - BA in PSYCHOLOGY @ University of South Florida. With a robust skill set that includes Customer Relationship Management (CRM), Estate Planning, Fiduciary Standard, Financial Analysis, Financial Psychology and more. Hunter Smith has 1 mobile phone numbers on RocketReach.
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