Vytas Balciunas
Sharpshooter · DISC type CDVytas is a Vice President of Investments and Private Client Advisor at J. P. Morgan, specializing in helping high-net-worth individuals and families. With over eight years of experience, he previously worked at Merrill Lynch and holds a Bachelors in Finance & Accounting from the University of Colorado - Boulder.
He focuses on holistic wealth planning, aiming to be a support system that guides clients through all of lifes events, not just investment management.
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They are less concerned about the product and more about its potential impact. They do not care very much about building rapport or relationships. They respond well to strong and respectful communication.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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