Senior Financial Advisor@ Summit Global Investments
Talmage, Utah, United States
Kristi Sorensen
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Tell me more about Kristi Sorensen?
FlashIntel GPTKristi Sorensen is an Investment Advisor Representative with 15.7 years of experience. She is currently based in Palmage, California, working at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division. Prior to this, she worked at Transamerica in Baltimore, Maryland, where she was an Investment Advisor Representative in the Finance department. Kristi has a strong background in financial services and has worked with a wide range of clients, including individuals, employers, institutional investors, and small businesses.
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About
Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Work Experience
Senior Financial Advisor
Financial Services
Kristi Sorensen's Professional Milestones
- Investment Advisor Representative (2012-01-01~): Provided expert advice, providing expert financial advice to clients, and promoting wealth management knowledge.
Certification
Colleagues
Travis Triggs
compliance director at summit global investments
Carl Doane
cfo at summit global investments
Tracie Danner
executive assistant to chief executive officer chief investment officer president founder
Spencer Nielsen
cto at summit global investments
Dave Harden
founder president cio
Other Named Kristi Sorensen
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Kristi Sorensen's social media include: Linkedin,
Kristi Sorensen works for Summit Global Investments
Kristi Sorensen's role in Summit Global Investments is Senior Financial Advisor
Kristi Sorensen works in the industry of Financial Services
Kristi Sorensen's colleagues are Travis Triggs,Carl Doane,Tracie Danner
Kristi Sorensen's latest job experience is Senior Financial Advisor at Summit Global Investments
