Jon Morris, Dynasty Financial Partners | Find your best path for intro

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

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

Account Type***** ****

Account Owner***** *******

Account Opps/Deals

****** *****

Closed Won • Nov 24

***K $

Closed

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

**** *****

Past Champion

******* ***

Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Use your organizations colleagues connection to reach out to Jon

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

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

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

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

View people similar to Jon based on experience