Account Type****** ******Account Owner****** ****Account Opps/Deals****** ********Closed Won • Feb 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
House Of WorkFounder and CEODec 21 - PresentGlobal Financial Planning InstituteMarketing DirectorDec 21 - PresentPrairiefire Wealth PlanningMarketing and Technology AssociateApr 20- Dec 21
Ricardo MoguelFounder CEOView Profile, Ricardo MoguelJeff ThorpePresidentView Profile, Jeff ThorpeSanish MondkarFounder CEOView Profile, Sanish Mondkar