Visio Financial Services Inc Appoints Jenny Coupland As CEO, Succeeding Jeff Ball and Matt Matza

Jan 14, 2025•7 months ago

Position

Chief Executive Officer

Company

Visio Financial Services

Jenny Coupland

AustinLendingReal EstateFinanceFinancial Services

Description

Visio Financial Services Inc announced the hiring of Jenny Coupland as CEO, succeeding founders CEO Jeff Ball and President Matt Matza, who recently retired. Coupland, with her expertise in management, optimization of hedge fund private investments, and legal and business experience, is poised to lead the next phase of rapid expansion and growth for Visio.

Company Information

Company

Visio Financial Services

Location

Austin, Texas, United States

About

Visio Financial Services Inc is the nation’s leader in investor-focused mortgage loans, with a focus on providing streamlined processes, technology, and best-in-class service for real estate investors.

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Executive Insights

Based on hiring data

New executive impact window

87% of new executives make significant technology decisions within first 100 days

Budget influence

C-level executives control 73% of technology spending decisions

Transformation catalyst

65% of new senior hires launch digital transformation initiatives

Vendor review timeline

New executives typically review existing vendors within 6 months