Investment Services News

FinMason Expands Sales Team

FinMason Expands Sales Team

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease for financial services firms.

“Elizabeth and Wes are filling two senior sales positions and bringing extensive industry backgrounds to the team,” said Kendrick Wakeman, CEO of FinMason. “They will be product-ambassadors for the five major product launches scheduled for this year and will help current and prospective clients to better understand how FinMason can fit into their offerings.”

Read More: Leading Asset Management Consultant Joins Bay Street Advisors

Elizabeth is a Senior Sales Executive who brings more than 20 years of sales experience within the financial community. Some of Elizabeth’s previous employers include ICE Data Services, Confluence Technologies, and most recently, Eidosmedia. Elizabeth holds a BS from Western Connecticut State University.

“FinMason is addressing a major need in the industry,” said Lewis. “Legacy systems and poor accessibility to institutional-grade investment analytics have been difficult hurdles for firms seeking to enhance and upgrade their offerings. FinMason helps solve those issues and I’m excited to be a part of that change in the industry.”

Read More: Virtu Financial Expands its Execution Services Leadership Team

Wes Graves has more than 15 years of experience in the financial services industry creating and implementing a variety of strategic initiatives. He has worked with various products including ETFs, mutual funds, 401ks, SMAs, and annuities within the RIA, institutional consultant, enterprise, and broker-dealer channels. His most recent strategic initiatives have focused on financial technology distribution. He is a graduate of SUNY Geneseo with a Bachelor of Science in Business Administration.

“The solution FinMason has developed and the way they’re shaking up the analytics market is quite impressive,” said Graves. “Better access to higher quality analytics is a change that will raise the bar in WealthTech as a whole. I’m looking forward to working with the team and getting people excited for the potential for platform development with FinMason’s analytics offering.”

This announcement comes on the heels of Saeid Hoseinzade, PhD’s appointment as Head of Fixed Income at FinMason.

Read More: Financial services organizations struggling to utilize customer data

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