Kristoffer Marshall
Private Wealth Business Development Specialist
- Role
- Private Wealth Business Development Specialist, Vice President at Merrill Lynch
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Kristoffer Marshall
Kris is a Private Wealth Business Development Specialist for the Weese Harris Group…
Experience
Private Wealth Business Development Specialist, Vice President
Jun 2011 — Present
Business Development/Wealth Management/Planning
Skills
- Leadership
- Investments
- Investment Portfolio Management
- Business Financial Strategies
- High Net Worth Individuals
- Retirement
- Management
- Financial Advisory
- Marketing Strategy
- Wealth and Legacy Planning
- Finance
- Sales
- Customer Service
- Customized Wealth Planning
- Wealth Management
- Public Speaking
- Wealth
- Business Retirement Plans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.