J.P. Morgan Chase Bank, N.A.@ J.P. Morgan
San Diego, California, United States
Lake Lapp
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Creighton University's Heider College of Business
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FlashIntel GPTLake Lapp is a highly skilled professional with 7.4 years of experience in wealthscape, fbsi, netx360, morningstar, albridge solutions, redtail, cambridge investment research statements, and salesforce.com. Based in the United States, Lake Lapp has worked in various finance roles, including private client banker at J.P. Morgan and financial advisor at Equitable Advisors. Lake Lapp also has experience in practice management consulting and wealth management at Securities America Inc. Additionally, Lake Lapp has worked as a finance intern at North Star Financial Partners and as a telecommunications intern at GE.
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About
Creating memorable client experiences and lasting legacies by guiding friends and families towards financial success.
Work Experience
J.P. Morgan Chase Bank, N.A.
Private Client Banker
Financial Services
Lake Lapp's Professional Milestones
- Consultor De GestióN De Presas (2018-06-01~2020-05-01): Streamlined presas operations, optimizing efficiency and reducing costs while maintaining high standards of customer satisfaction.
- District Office Intern (2016-06-01~2016-08-01): Assisted in managing administrative tasks and supported local government programs to support the district's success.
Education
Financial Planning
2016-2020Skill
Wealthscape
Fbsi
Netx360
Morningstar
Albridge Solutions
Redtail
Cambridge Investment Research Statements
Salesforce.com
Certification
Colleagues
Other Named Lake Lapp
Frequently asked questions
We found 2 Lake Lapp's email addresses
Lake Lapp's social media include: Linkedin,
Lake Lapp works for J.P. Morgan
Lake Lapp's role in J.P. Morgan is J.P. Morgan Chase Bank, N.A.
Lake Lapp works in the industry of Financial Services
Lake Lapp's colleagues are Paulette Kline,harish chandra,James Wanjigi
Lake Lapp's latest job experience is J.P. Morgan Chase Bank, N.A. at J.P. Morgan
Lake Lapp's latest education in Creighton University's Heider College of Business
