Our MoneyPath™️ team is a unique mix of analysts, software engineers and business consultants serving clients with one goal…. clearing their data path to purchase. Our focus is integrating systems with sales and marketing data. Every single day we sync 4,100,000 fields through our integrations and another 65 million through data warehouses. We help clients solve problems by connecting data sets and systems that can’t talk. By doing that we unlock great reporting and automate business functions.
CEO and Strategist
With a laser focus on always finding a way, Todd relishes in designing data integrations and leveraging reports to make better decisions. Having previously built two software companies, he helps clients identify and execute solutions to data challenges.
Director of Client Solutions
From large scale data reporting to digital communication processes, Claire brings a strong background in technology solutions to the MoneyPath™️ team. She leads our client solution efforts with her broad experience serving clients in many industries.
Client Project Manager
Justine keeps projects big and small running smoothly for our team with great organization and communication. Her keen ability to dig into projects especially HubSpot is unmatched. With years of project experience, Justine keeps clients updated and happy.
Data Automation Manager
Rita has worked alongside Todd for over ten years, even before MoneyPath™️. She has mastered data workflows and automation reporting. Everyone wants great automation and Rita’s skills along with our integrations helps make this a reality.
Rachel is a repeat entrepreneur in the fitness and event industries. She works with clients not only on how to best handle their inbound requests and questions, but to use those inputs to create a better customer experience.
After starting his career at a Fortune 250 company, he joined the MoneyPath™️ team and immediately started making an impact. From building custom reporting portals from clients to API integration to make data just work for the client… Tyler’s skill and speed are a benefit to all our clients.
From developing custom APIs to architecting large databases, Mauricio provides a deep understanding of enterprise systems applicable to any size project. His experience working for large company projects and advanced data integrations brings immediate value to our clients.
Phil has a long track record of helping companies enhance their PPC campaigns with his combination of creative campaign concepts and detailed tracking to figure out what works with buying ads.
Jaime breaks almost many stereotypes of an engineer with his deep experience of complex projects and his gregarious personality. Never fearful of researching and devising a solution for a technical issue others won’t even attempt, clients appreciate his unwillingness to stop until it’s solved.
Hugo joins our team after a long stint with a Fortune 500 company. His strong back-end skills and impressive .NET background offers our clients even more depth on large, enterprise projects. Hugo’s positivity and resourceful mindset is appreciated by all who work with him.
Celia was referred to us from one of our two-time interns, Georgie. They both are McConnell Scholars and are whip smart. Celia is thoughtful and is diligent at solving problems and asking great questions.
Bailey is an amazing member of our sales team. She’s a sweet, golden doodle and has a strong background in taking naps and wanting to be petted. However, don’t doubt the deal dog… the days she comes into the office, our clients close more business. Fact!