← Meet the Team
Jonathan Friedl
Jonathan is a certified Salesforce Administrator holding certifications in ServiceMax, B2B Commerce, and Docusign. Jonathan helps create, execute and enhance firmwide efficiencies and process improvement by leveraging Salesforce. Jonathan’s expertise translates into optimized operations and innovative solutions throughout the firm.
Before working at Annex, Jonathan worked as a Salesforce Consultant specializing in Service Cloud and B2B implementation.
In his free time Jonathan enjoys traveling, staying active, being a father and husband, and spending time with friends and family.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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