Jonathan Leidy, Portico Wealth Advisors Llc | Find your best path for intro

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

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

Account Type*** *******

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

Account Opps/Deals

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

Closed Won • Jan 25

***K $

Closed

View Jonathans’ 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 Jonathan

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

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

***** ***

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

View people similar to Jonathan based on experience