Warren Mackenzie, Optimize Wealth Management | Find your best path for intro

Warren Mackenzie

Head Of Financial Planning

Optimize Wealth Management

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

View Warrens’ 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 Warrens’ 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 Warren

***** ******

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

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

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

View people similar to Warren based on experience