Account Type****** ****Account Owner**** ****Account Opps/Deals******** ******Closed Won • Jan 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Morgan StanleyVirtual Client Financial AdvisorJan 25 - PresentPriority Wealth PartnersLPL Registered RepresentativeNov 23- Jan 25Transamerica Financial Advisors IncRegistered RepresentativeDec 18- Nov 23
Kristofer MinksteinEnterprise SalesView Profile, Kristofer MinksteinJay HunterChief Revenue OfficerView Profile, Jay HunterJessica SherrReal Estate AgentView Profile, Jessica Sherr