Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mark A. Herman | M | - |
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 years |
| Shari Hensrud-Ellingson | M | - |
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. | - |
| Chris Sudgen | M | 54 |
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. | 16 years |
| Mark Davis | M | - |
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. | - |
| Bob Mehringer | M | - |
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. | - |
| Dan Ciavarella | M | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Steve Piaker | M | 61 |
Finetre Corp.
 Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | - |
| Carl Andrew Serger | M | 64 |
Finetre Corp.
Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | - |
| Dan Delity | M | - |
Finetre Corp.
Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | 8 years |
| Will Vaughn | M | - |
Finetre Corp.
Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 10 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Dunlap
- Personal Network
