Team
Shea Winkeller
Financial Consultant, ChFC® (her email signature, 2026-06-06); Denver registered branch
Where things stand
- Financial Consultant at the Denver branch per her signature.
- One exchange on file: a spoofed email that appeared to come from her own address (2026-06-06); JT called it a scam and told her to delete it (2026-06-08).
- Relationship to JT
- Rep who checks suspicious email with JT before acting
- Channels
- Outlook
- Notion tasks
- none
- Related files
- Last meeting
- none logged; last correspondence 2026-06-08 → record
- Last updated
- 2026-09-03
Focused on
- Not falling for a phishing attempt; asked JT before acting. record
Asking me for
- A read on whether an email apparently sent from her own address was legitimate. Status: answered 2026-06-08, scam, delete it. record (Notion: not pushed)
Concerns and frustrations
- An email that appeared to have been sent by herself at 2 AM. record
Doable vs. not doable
Nothing yet.
How to work with them
- Writes short questions from her phone on a weekend and waits for the answer; a one-line reply the next business day was enough. record
Crossover
Nothing yet.
Decisions log
Nothing yet.
Meeting log
| Date | Title | Record |
|---|---|---|
2026-06-08 | Spoofed-email scam check (email, from 2026-06-06) |
History
Nothing yet.