Account Type****** ****Account Owner*** ******Account Opps/Deals****** *******Closed Won • Jan 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 SoftwareFounder / Co-CEOJan 15 - PresentFincite VenturesOwner / FounderJun 15 - PresentMetalshubShareholderJan 17 - Present
Joseph SmithChief Operating OfficerView Profile, Joseph SmithJosh GoldChief Operating OfficerView Profile, Josh GoldMeri BeckwithCo FounderView Profile, Meri Beckwith