Luke is an Account Executive with a background in financial services and tax consulting. He previously served as a Wealth Advisor at J. P. Morgan and an R&D Credit Specialist at Leyton. He holds a Bachelor of Business Administration from Bryant University and is Series 7 and 66 certified.
Based on his education in Rhode Island, Luke may have an affinity for New England area activities and potentially follows local college and professional sports teams.
Unique fact: He holds Series 7 and Series 66 financial licenses, a distinct background for a technology account executive.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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