Account Type***** *****Account Owner***** ******Account Opps/Deals******* ******Closed Won • Dec 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Lincoln InvestmentVice PresidentFeb 23 - PresentLpl FinancialPrivate Wealth AdvisorDec 20- Mar 23J P MorganVice President - Private Client Advisor at J.P. MorganMar 17- Dec 20
Johan MattssonAffarschefView Profile, johan mattssonTracy MikulecFounderView Profile, tracy mikulecLou LanavaVice PresidentView Profile, lou lanava