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Overseeing the company’s financial strategy and making smart budgetary decisions.

About the team

Business finance goes beyond processing financial transactions and overseeing accounting books. Ideal Concepts’ finance team oversees the company’s entire financial strategy, so every department can make educated financial decisions to drive business forward and positively impact the company’s revenue.

Our Chief Financial Officer, accountants, controllers, financial analysts, bookkeepers, and tax specialists are all highly knowledgeable in their specialized fields, as well as in industry standards, so that Ideal Concepts can remain profitable and plan out our financial success. They consistently provide financial data for strategic decision making. They forecast potential opportunities as well as risks, so the company stays ahead of the curve. From cash flow recommendations, to budget allowances, to tax regulations, we rely on our team of finance professionals to set us up for success for years to come.

Team metrics

Processes Over 6.5k Payroll Transactions Annually

Manage More Than $50m In Revenue A Year

Oversees 5 Department Budgets

Administers 1m+ Financial Transactions Per Year

PresidentMeet our President!

John Pequeno

John Pequeno’s foray into insurance came in 2005, as he was finishing his Master’s in Computer Engineering at Lehigh University and working as a developer at Lutron Electronics. He got the notion to create innovative sales tech for one of the least technologically advanced industries, insurance.

John started iWebQuotes, an insurance lead generation site that’s since evolved into a private insurance exchange. He launched SalesRadix, an intuitive Customer Relationship Manager hundreds of agents use to connect to individuals searching for insurance in real time. Since then, the company has grown exponentially, linking hundreds of thousands of clients with experienced insurance agents and reputable carriers.

John Pequeno
“Ideal Concepts strives to provide the most reputable insurance solutions for clients, the most innovative sales technology for agents, and the highest production levels for carriers.”

TestimonialsWhat people are saying