Cameron Hunter Email & Phone Number

Lutz, FL, US

Tampa, Florida, United States

• Provide customer service to clients with at least $500,000 in assets under management while increasing client satisfaction.
• Work alongside investment counselors, financial planners, and estate planners to schedule and assist our private client group, consisting of $196 billion in Assets, to ensure quality and productivity.
• Handle operational tasks to support the new account onboarding process and maintenance needs forexisting client accounts.
• Conducted analysis of client… Show more
• Conducted analysis of client data to identify and resolve inconsistencies, inaccuracies, and redundancies. Show less

Tampa, Florida, United States

• Manage and lead 3 junior analysts by delegating and communicating deadlines and production requirements to ensure quality slide-deck presentations for our clients.
• Portray leadership by effectively communicating goals and ensuring all members understand their roles and responsibilities.
• Organize, problem-solve, and d work collaboratively alongside team members to ensure inclusion and equity amongst all team members.

Tampa, Florida, United States

• Conducted proper research regarding retirement planning, cash flow analysis, asset allocation, andinsurance planning to create a slide deck using software.
• Developed and produced an annual report with due diligence for the wealth management team.
• Prepared and presented a slide deck to the executive board as a “pitch” to the prospective client.

Bachelor'S Degree, Accounting And Finance, 3.95

Associate Of Arts - Aa, Finance, General, 3.82