Meredith Chambers
About Meredith Chambers
Meredith Chambers is an Account Executive with experience in remote work environments. She has held positions at Torch Technology and Planful, and has a background in financial services from her time at McAdam Financial.
Work at Planful
Meredith Chambers holds the position of Account Executive at Planful, where she has been employed since 2022. Her role involves managing client accounts and facilitating financial planning solutions. She operates in a remote capacity, contributing to the company's objectives through her expertise in account management.
Previous Experience at Torch Technology
Before joining Planful, Meredith Chambers worked at Torch Technology as an Account Executive from 2021 to 2022. In this role, she was responsible for client engagement and sales strategies while working remotely. Her experience at Torch Technology contributed to her skills in account management and client relations.
Career at McAdam Financial
Meredith Chambers has extensive experience at McAdam Financial, where she held multiple roles. She served as a Sales Manager from 2020 to 2021, overseeing sales operations across various locations, including Philadelphia, Chicago, and remote settings. Additionally, she worked as a Financial Advisor and Sales Coach from 2018 to 2020, and as a Financial Advisor from 2017 to 2018, providing financial guidance and coaching to clients.
Education and Expertise
Meredith Chambers earned her Bachelor’s Degree in Finance from the University of Delaware, completing her studies from 2013 to 2017. Her educational background in finance has equipped her with the knowledge and skills necessary for her roles in account management and financial advising.