FolioDynamix Grows Team Emphasizing Client Relationship Focus

FolioDynamix Grows Team Emphasizing Client Relationship Focus

By Capital Markets CIO Outlook | Friday, November 30, 2018

NEW YORK: FolioDynamix, a provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, has announced to add three wealth management industry veterans to its business development and client relationship teams. The new members of team include Steve Dorsey, senior vice president of business development; Aubrey Good, senior vice president of business development and Colleen Thatcher, senior vice president and account executive. The expansion is in direct response to the company’s growth and continuous demand for FolioDynamix wealth management technology and advisory services.

 “We’re excited to welcome Steve, Aubrey and Colleen to the FolioDynamix team. We’re committed to providing the wealth management technology and programs needed to enable the next generation investment advisor and help wealth management firms innovate and grow their businesses. Expanding the breadth and depth of our business development and client relationship teams is just the latest investment we’ve made to ensure continued success in delivering on this vision,” stated Joseph Mrak, president and CEO, FolioDynamix.

“Strong client relationships have always been a top focus area and priority for us as a company, and we view our exceptional client service as being a key differentiator for FolioDynamix. We’ve added senior resources to the sales and client relationship teams to ensure that our client service remains the best in the industry as demand for FolioDynamix wealth management technology and advisory solutions continues to grow,” said Aaron Schumm, chief customer officer, FolioDynamix.

Check out: Top Wealth Management Solution Companies

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