Lucas Barnard, Endeavor Advisors LLC | Find your best path for intro

Lucas Barnard

Financial Advisor

🏢 Job Change

(11 days ago)

Endeavor Advisors LLC

Your Organizational Collective Activity

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<--,

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Last interaction was ** days ago.

***** and **** are the closest.

CRM Data

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Account Type****** *******

Account Owner******* *****

Account Opps/Deals

******** ********

Closed Won • Dec 24

****K $

Closed

Best path for intro

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Past Champion

***** ******

Colleague - Career Overlap

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Lucass’ Career Overlaps

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******* ***

Worked in execs roles at *** together from 2021-2024

*** ******

Worked in the same department at *** together from 2021-2024

Lucass’ Past Experience

Endeavor Advisors LLC
Financial Advisor
Mar 25 - Present
Morgan Stanley
Private Wealth Management
Jun 23- Feb 25
Jpmorganchase
Private Bank
Dec 21- Jun 23

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