Matthew Phipps, Citizens Wealth Management | Find your best path for intro

Matthew Phipps

Experience Owner Wealth Account Onboarding

Citizens Wealth Management

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

View Matthews’ 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 Matthews’ 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 Matthew

**** ****

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

***** ******

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

View people similar to Matthew based on experience