Gregory Whitehead, Charles Schwab | Find your best path for intro

Gregory Whitehead

Director Wealth Management Relationship Consulting

Charles Schwab

View your organizations’ collective activity with Gregory to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

View Gregorys’ CRM data to get more info on their experience with your organization

Account Type*** ***

Account Owner****** ***

Account Opps/Deals

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

Closed Won • Feb 25

***K $

Closed

View Gregorys’ best path for intro to find the best way to reach out

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

Past Champion

****** *****

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Gregory

**** ****

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

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

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

View people similar to Gregory based on experience