![Mark A. Herman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark A. Herman
Director of Finance/CFO at Folio Dynamics, Inc.
Network origin in Mark A. Herman first degree
Entity | Entity type | Industry | |
---|---|---|---|
Folio Dynamics, Inc.
![]() Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.
13
| Subsidiary | Packaged Software | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark A. Herman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Scivantage, Inc.
![]() Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
Factor Systems, Inc.
![]() Factor Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Factor Systems, Inc. provides outsourced billing services. It offers credit, invoicing, payments, collections, cash application, and virtual payment solutions. The firm serves the distribution, heavy machinery and equipment, manufacturing, and transportation industries. The company was founded by Flint A. Lane in September 2001 and is headquartered in Lawrenceville, NJ. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
ABS Capital Partners, Inc.
![]() ABS Capital Partners, Inc. Investment ManagersFinance ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC. | Investment Managers | Founder | |
LeadingSide, Inc.
![]() LeadingSide, Inc. Information Technology ServicesTechnology Services LeadingSide, Inc. provides e-Business, integrated Internet business and technology solutions to business challenges facing its clients. The company offers integrated, Internet related services using the Dataware Xcellera methodology to help clients achieve critical e-Business objectives reliably and fast. The company serves a global customer base through regional 'footprint' solution-centers in the U.S. and Europe. It was founded on March 15, 1988. | Information Technology Services | Chief Operating Officer | |
EDGAR Online, Inc.
![]() EDGAR Online, Inc. Internet Software/ServicesTechnology Services EDGAR Online, Inc. provides business, financial, and competitive information over the Internet. It offers distribution of company data and public filings for equities, mutual funds and other publicly traded assets. The company was founded in November 1995 and is headquartered in Rockville, MD. | Internet Software/Services | Chief Executive Officer | |
Metastorm UK Ltd.
![]() Metastorm UK Ltd. Packaged SoftwareTechnology Services Metastorm UK Ltd. provides business automation and web-enabled workflow solutions. It also offers planning and management services. The company is headquartered in Reading, the United Kingdom. | Packaged Software | Director/Board Member | |
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
I.D. Systems, Inc.
![]() I.D. Systems, Inc. Electronic Equipment/InstrumentsElectronic Technology I.D. Systems, Inc. engages in the development, marketing, and sale of wireless machine to machine solutions for managing and securing enterprise assets. Its business activities focus on the following primary applications: industrial fleet management, transportation asset management, and rental fleet management. The company was founded by Kenneth S. Ehrman and Martin G. Rosansky in August 1993 and is headquartered in Woodcliff Lake, NJ. | Electronic Equipment/Instruments | Director/Board Member | |
Prepaid Technologies Co., Inc.
![]() Prepaid Technologies Co., Inc. Regional BanksFinance Prepaid Technologies Co., Inc. provides electronic payment solutions utilizing prepaid cards. It offers payroll, purchasing cards, reward/incentive cards and API solutions. The company was founded in 1998 and is headquartered in Birmingham, AL. | Regional Banks | Director/Board Member | |
BFS Capital Canada, Inc.
![]() BFS Capital Canada, Inc. Packaged SoftwareTechnology Services Part of Nav Technologies, Inc., BFS Capital Canada, Inc. develops mobile applications for credit and cash management. The company is based in Toronto, Canada. BFS Capital Canada was acquired by Nav Technologies, Inc. on January 26, 2023. | Packaged Software | Director/Board Member | |
GoHenry Ltd.
![]() GoHenry Ltd. Packaged SoftwareTechnology Services gohenry Ltd. focuses on building financial habits for kids. It provides financial literacy application and debit card to inform and empower young people with the education and financial tools they needed to interact with the digital economy. The company was founded by Louise Hill and Alex Zivoder and is headquartered in Lymington, the United Kingdom. | Packaged Software | Director/Board Member | |
MONEYLION INC. | Packaged Software | Director/Board Member | |
Zelis Parent LP
![]() Zelis Parent LP Zelis Parent LP engages in healthcare services. The company was founded in 2019 and is headquartered in Bedminster, NJ. | Director/Board Member | ||
Phx, Inc. | Director/Board Member | ||
TraderTools, Inc.
![]() TraderTools, Inc. Packaged SoftwareTechnology Services TraderTools, Inc. develops FX trading platform. It offers FX liquidity aggregation, FX pricing engine, FX white-labeling, and FX order management. The company was founded by Yaacov Heidingsfeld, Martin S. Fawer, and Mitchell D. Mittman in 1997 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
KEWILL LTD | Packaged Software | Chief Executive Officer | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
MoneyLion Technologies, Inc.
![]() MoneyLion Technologies, Inc. Internet Software/ServicesTechnology Services MoneyLion Technologies, Inc. engages in the provision of financial services. Its products include banking, investing, rewards, free credit monitoring, and mobile app. The company was founded by Diwakar Choubey, Pratyush Tiwari, Adam Green, and Chee Mun Foong in 2013 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Equiniti Trust Co LLC
![]() Equiniti Trust Co LLC Investment ManagersFinance American Stock Transfer & Trust Co. LLC engages in the provision of stock transfer and trust services. It offers corporate services, which include transfer agency services, IPO counseling, and interactive communication through its internet website, proxy services, and electronic transmission of data. The company was founded in 1971 and is headquartered in Brooklyn, NY. | Investment Managers | Director of Finance/CFO | |
University of Evansville | College/University | Undergraduate Degree | |
Access Partners LLC (Indiana)
![]() Access Partners LLC (Indiana) Investment ManagersFinance Part of Envestnet, Inc., Access Partners LLC (Indiana) provides investment advisory services for trusts. The company is based in Evansville, IN. The company was founded by Bob Mehringer. Access Partners LLC (Indiana was acquired by Folio Dynamics, Inc., part of Envestnet, Inc. from January 02, 2018 on February 05, 2013. | Investment Managers | Founder | |
Personetics Technologies, Inc.
![]() Personetics Technologies, Inc. Packaged SoftwareTechnology Services Personetics Technologies, Inc. provides customer interactions technology for the financial services industry. It offers personetics digital banker, a self-service technology that uses customer profiles and automated intelligence to drive customer-centric processes across various channels, including web, mobile and text banking. The company was founded by David Sosna and David Govrin in 2010 and is headquartered in White Plains, NY. | Packaged Software | Sales & Marketing | |
Stretton Development Corp.
![]() Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | Packaged Software | Sales & Marketing | |
Aquilance LLC
![]() Aquilance LLC Miscellaneous Commercial ServicesCommercial Services Aquilance LLC is an American financial administration company that provides a diverse range of services to hundreds of families. The private company is located in the US. These services include personal bookkeeping, consolidated accounting, investment performance reporting, and ilit administration. Aquilance continues to deliver timely and accurate reports to families and their advisors to enable legacy planning. The company was founded in 1987 with a mission to enrich the quality of life of its clients by eliminating time spent on managing family finances and empowering effective decision-making. | Miscellaneous Commercial Services | Chief Executive Officer | |
New York University | College/University | Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree | |
PRUDENTIAL PLC | Life/Health Insurance | Corporate Officer/Principal | |
GlobalTranz Enterprises LLC
![]() GlobalTranz Enterprises LLC Air Freight/CouriersTransportation GlobalTranz Enterprises, Inc. engages in the provision of freight forwarding services. Its products include: GTZconnect, GTZship, GTZcommand, GTZpartner, GTZintegrate, GTZanalytics, and GTZamp. It offers multimodal transportations services and managed logistics solutions. The firm serves the automotive, energy and utilities, food and beverage, manufacturing, oil and gas, paper and packaging, retail and consumer goods, and telecommunication industries. The company was founded by Andrew J. Leto in 2003 and is headquartered in Scottsdale, AZ. | Air Freight/Couriers | Chief Executive Officer | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Purdue University | College/University | Undergraduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree | |
mPulse Mobile, Inc.
![]() mPulse Mobile, Inc. Packaged SoftwareTechnology Services mPulse Mobile, Inc. provides mobile messaging and engagement solutions across channels. Its solutions include status notification, hedis or stars outreach, medicare enrollment support, caregiver communications, and customer support channels. The company was founded by Jared Reitzin and Chris Nicholson on December 1, 2014 and is headquartered in Encino, CA. | Packaged Software | Chief Executive Officer | |
PSG Equity LLC
![]() PSG Equity LLC Investment ManagersFinance PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA. | Investment Managers | Consultant / Advisor | |
Food Automation-Service Techniques, Inc.
![]() Food Automation-Service Techniques, Inc. Industrial MachineryProducer Manufacturing Food Automation-Service Techniques, Inc. provides restaurant services. It offers modular retail, modular OEM, and smart commercial kitchen. The company was founded in 1969 and is headquartered in Stratford, CT. | Industrial Machinery | Director/Board Member | |
BTRS HOLDINGS INC. | Information Technology Services | Director/Board Member | |
Recycle Track Systems, Inc.
![]() Recycle Track Systems, Inc. Information Technology ServicesTechnology Services Recycle Track Systems, Inc. provides waste and recycling management services. The firm offers a waste management application for in-demand trash collection, custom waste disposal services, and commercial dumpster solutions. It serves the following industries: hotels and hospitality, restaurants and food services, property management, stadiums and venues, schools and universities, grocery stores, hospitals, and municipalities. The company was founded by Gregory Lettieri and Adam Pasquale in 2014 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member | |
Zelis Healthcare, Inc.
![]() Zelis Healthcare, Inc. Information Technology ServicesTechnology Services Zelis Healthcare, Inc. engages in the provision of healthcare cost management and payments solutions. It offers network analytics and cost management services through its Zelis Intelligent Claim Routing Platform. The company was founded in 2001 and is headquartered in Bedminster, NJ. | Information Technology Services | Director/Board Member | |
Predata, Inc.
![]() Predata, Inc. Internet Software/ServicesTechnology Services Predata, Inc. engages in the provision of research analytical services. Its platform provides users with quantitative measurements of digital concern and predictive indicators for different types of risk events for any given country or topic. The company was founded by James J. Shinn in 2015 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
YieldStreet, Inc.
![]() YieldStreet, Inc. Internet Software/ServicesTechnology Services YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
RedZone Robotics, Inc.
![]() RedZone Robotics, Inc. Industrial MachineryProducer Manufacturing RedZone Robotics, Inc. engages in the provision of wastewater asset management solutions. It offers Your Entire System program, multi-sensor inspection (“MSI”), MSI specialty reports, advanced pipeline assessment, and RedZone inspection services. The company was founded by Todd J. Simonds and William L. Whittaker in 1987 and is headquartered in Pittsburgh, PA. | Industrial Machinery | Director/Board Member | |
Modular Space LLC
![]() Modular Space LLC HomebuildingConsumer Durables Modular Space LLC provides temporary and permanent modular buildings. It offers modular offices, storage spaces and buildings, communication services, plug and play utilities and turnkey services. The firm serves the commercial, construction, education, government, healthcare, energy, sports and entertainment and franchise and retail markets. The company was founded by Barry Roman and Michael Roman in April 2007 and is headquartered in Berwyn, PA. | Homebuilding | Director/Board Member | |
Bambeco, Inc.
![]() Bambeco, Inc. Wholesale DistributorsDistribution Services Bambeco, Inc. provides home furnishings and decor services. It offers home decor products, such as furniture, rugs and mats, pillows and throws, accents, vases, wall hangings, clocks, frames, and candles; kitchen and entertaining products, including dinnerware, serving pieces, barware, drinkware, pitchers and decanters, flatware and serving utensils, cutting boards, table linens, accessories, towels, cleaning supplies, aprons, holders, and mitts; and bed and bath products, such as duvets and blankets, sheets and shams, pillows, bath linens, spa, accessories, and cleaning supplies. The company was founded by Susan Aplin and Carolyn Wapnick in 2008 and is headquartered in Baltimore, MD. | Wholesale Distributors | Director/Board Member |
Statistics
International
United States | 45 |
United Kingdom | 6 |
Canada | 2 |
Sectoral
Technology Services | 24 |
Finance | 11 |
Consumer Services | 7 |
Commercial Services | 3 |
Producer Manufacturing | 3 |
Operational
Director/Board Member | 52 |
Corporate Officer/Principal | 19 |
Undergraduate Degree | 7 |
President | 7 |
Independent Dir/Board Member | 6 |
Most connected contacts
Insiders | |
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Chris Sudgen | 32 |
Don Bruce Hebb | 23 |
Robert Farrell | 19 |
John F. Carey | 6 |
Shari Hensrud-Ellingson | 4 |
Steve Dunlap | 4 |
Mark Davis | 4 |
Bob Mehringer | 4 |
Steve Dorsey | 2 |
Steve Rooney | 2 |
Lisa von Redden | 1 |
Meghan McCartan | 1 |
Dan Ciavarella | 1 |
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