Dashboard Forums High End Client Program Announcements Welcome Frank!

8 replies, 9 voices Last updated by Halle Eavelyn 6 years, 4 months ago
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    • #9207

      HECProgram Admin
      Keymaster
        @hecpadmin

        Hey Everyone!  Lets give a huge HECP welcome to our newest member @frank-gutta!  Frank is an expert CPA who’s been helping clients with all of their financial needs.  Frank is now helping them with financial planning as well, and is looking to grow that portion of his business by quickly and effectively getting in front of high end clients.

        Frank is completely service oriented and is committed to helping clients find the perfect balance that’s going to best suit their financial goals, and will be using the HECP toolkit to maximize the number of people he’s able to serve.

        Welcome to the family Frank, we’re honored to have you!

         

      • #9215

        HECProgram Admin
        Keymaster
          @hecpadmin

          Welcome to the program @frank-gutta!

        • #9229

          Anonymous
            @

            Great to have you @frank-gutta!! Congrats and welcome!

          • #9233

            HECProgram Admin
            Keymaster
              @hecpadmin

              Congratulations to you @frank-gutta! Welcome to the HEC family 🙂

            • #9255

              Tony Liddic
              Keymaster
                @tony@coredm.com

                Welcome aboard @frank-gutta !

                 

              • #9276

                Frank Gutta
                Participant
                  @fgutta@gscpaus.com

                  Thank you for the warm welcome

                   

                • #9320

                  Anonymous
                    @

                    Welcome Frank!! Let’s do this!!

                  • #9389

                    n d
                    Keymaster
                      @negeen@coredm.com

                      Super excited for you @frank-gutta!! You’re going to do great 🙂

                       

                    • #9766

                      Halle Eavelyn
                      Moderator
                        @halle@coredm.com

                        So great to meet you, Frank! Welcome!

                    Viewing 8 reply threads

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