Wed, 05/02/2014 - 14:16
FolioDynamix has added three wealth management industry veterans to its business development and client relationship teams.
“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,” says 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.”
Steve Dorsey has been named senior vice president of business development. A 25-year veteran of the financial services industry, he 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.
Aubrey Good has been appointed as senior vice president of business development. Good 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. Good also spent 20 years at Standard & Poors, taking on increasing levels of responsibility including vice president of investment research sales.
Colleen Thatcher has joined as senior vice president and account executive. She specialises in financial services client relationship management and has 12 years in the industry, most recently at GXS. Her past positions also include director of consulting services for Fortigent and vice president and project manager for Key Bank. She has also held client-facing roles with National City Bank (now PNC) and Morgan Stanley.
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