Leading Wealth Management Platform Provider FolioDynamix Grows Team and Emphasizes Client Relationship Focus

NEW YORK--()--FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced the addition of three wealth management industry veterans to its business development and client relationship teams. The expansion is in direct response to company growth and continued demand for FolioDynamix wealth management technology and advisory services.

“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,” said Aaron Schumm, chief customer officer 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.”

New additions to the team include:

  • Steve Dorsey, senior vice president of business development – A 25-year veteran of the financial services industry, Steve most recently served as vice president of sales for Advisor Software. Past positions have also included west coast strategic account manager for Thomson Reuters Retail Wealth Management Sales and vice president and national sales director at Emmett A. Larkin Company, where he managed the Correspondent Clearing and Financial Advisor Sales Division. Steve also spent 15 years as a financial advisor at several regional broker dealers.
  • Aubrey Good, senior vice president of business development – Aubrey brings 30 years of wealth management and financial services industry experience to FolioDynamix. Recent positions include vice president of wealth management sales and client development for S&P Capital IQ and business development for Relationship Science. Aubrey also spent 20 years at Standard & Poors, taking on increasing levels of responsibility including vice president of investment research sales.
  • Colleen Thatcher, senior vice president and account executive – Colleen specializes in financial services client relationship management and has 12+ years in the industry, most recently joining FolioDynamix from GXS. Her past positions also include director of consulting services for Fortigent and vice president and project manager for Key Bank. Colleen has also held client-facing roles with National City Bank (now PNC) and Morgan Stanley.

“We’re excited to welcome Steve, Aubrey and Colleen to the FolioDynamix team,” said Joseph Mrak, president and CEO of FolioDynamix. “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.”

About FolioDynamix

Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics – across all account types. Unlike other wealth management technology platforms, FDx SingleSight™ is completely developed, hosted and supported by FolioDynamix – eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides registered investment advisors, broker-dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com. Follow us on Twitter @foliodx.

Contacts

Press:
FolioDynamix
Vickie Nutter, +1 916-288-6404
vickie.nutter@foliodx.com

Release Summary

FolioDynamix expands business development and client relationship teams in response to company growth and continued demand for wealth management technology platform and advisory services.

Contacts

Press:
FolioDynamix
Vickie Nutter, +1 916-288-6404
vickie.nutter@foliodx.com