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Finantix

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Colin Close
President & Co-Founder
Fiona Francois
President, Sales Operations and Integration
Vincent Sos
Co-Founder & Chief Information Officer
Jules Bowden
Co-Founder & Chief Technology Officer
Yaela Shamberg
Co-Founder & Chief Product Officer
Nicole Nakashian
Chief Operating Officer
Mark Trousdale
Chief Growth Officer, EVP Europe
Jason Nicholls
Chief Data Officer
Will Bailey
Chief Strategy Officer
Michael Smith
Co-Founder, EVP Business Development
Kim Wise
SVP Marketing
Megan Schmit
Head of Wealth and Institutional Sales
Robert O'Boyle
Head of Wealth Management Sales
Lori Brisbois
Co-Head of Relationship Management
Sofija Djapic
Head of Strategic Accounts
Andrew Lewis
New Market Development, Channels & Partnerships
Katie Sessions
Institutional Asset Management Sales

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