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
Fincite Wealth Management SoftwareCo-Founder & Co-CEOJan 15 - PresentFincite VenturesFounder & Managing DirectorJun 15 - PresentFirstwireShareholder (via Fincite Ventures)Aug 15 - Present
Debra NorrisPartner President CEOView Profile, Debra NorrisScott DoylePresidentView Profile, Scott DoyleKati WFounderView Profile, Kati W