FolioDynamix Culture | Comparably

FolioDynamix Company Culture

FolioDynamix Culture

This score is derived from employee ratings & reviews

Top Rated Culture Dimensions

N/A

FolioDynamix CEO

Joseph Mrak FolioDynamix's CEO
Joseph Mrak

FolioDynamix Mission, Vision & Values

Mission Statement

Our mission is to empower our clients with the highest quality technology solutions driven by robust financial intelligence and to drive continuous innovation that fosters the meaningful engagement people need to make and meet their goals.

Values

  • WE ARE CLIENT FOCUSED
  • WE ARE LEADERS
  • WE COLLABORATE
  • WE VALUE SOLUTIONS
  • WE LEVERAGE OUR COLLECTIVE GENIUS
  • WE ENJOY BREAKING BOUNDARIES

FolioDynamix Culture At a Glance

1 employee at FolioDynamix has reviewed FolioDynamix across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Company Information

Address
New York City, NY
United States of America
Website
www.foliodynamix.com
Founded
2007

Company Description

FolioDynamix provides web-based wealth management technology solutions, research and open architecture programs.

Key Executives

Name & Title
Bio
Joseph Mrak  CEO / President
Joseph Mrak
CEO / President
Joseph Mrak serves as the CEO / President of FolioDynamix.
Mark Davis  CTO
Mark Davis
CTO
Mark Davis serves as the CTO of FolioDynamix. Mark started at FolioDynamix in April of 2010. Mark currently resides in Greater New York City Area.
Erin McFadden  Vice President, Account Executive
Erin McFadden
Vice President, Account Executive
Erin McFadden serves as the Vice President, Account Executive of FolioDynamix. Erin started at FolioDynamix in May of 2014. Erin currently resides in Columbus, Ohio Area.
Jonelle Stenson  Senior Vice President Finance
Jonelle Stenson
Senior Vice President Finance
Jonelle Stenson serves as the Senior Vice President Finance of FolioDynamix.
Julie McDonald  SVP Operations
Julie McDonald
SVP Operations
Julie McDonald serves as the SVP Operations of FolioDynamix. Julie started at FolioDynamix in November of 2016. Julie currently resides in Dallas/Fort Worth Area.
Ronald Rawdon  SVP, Business Development
Ronald Rawdon
SVP, Business Development
Ronald Rawdon serves as the SVP, Business Development of FolioDynamix.
Colleen DiFranco  Senior Vice President, Head of Platform Delivery
Colleen DiFranco
Senior Vice President, Head of Platform Delivery
Colleen DiFranco serves as the Senior Vice President, Head of Platform Delivery of FolioDynamix. Colleen currently resides in the Greater New York City Area.
Eric Bondar  Vice President, Head Of Product Development and Design
Eric Bondar
Vice President, Head Of Product Development and Design
Eric Bondar serves as the Vice President, Head Of Product Development and Design of FolioDynamix. Eric currently resides in the Greater New York City Area.
Gautam Talluri  Head of IT Dallas Platform
Gautam Talluri
Head of IT Dallas Platform
Gautam Talluri serves as the Head of IT Dallas Platform of FolioDynamix. Gautam currently resides in the Dallas/Fort Worth Area.

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Leadership Score

Trending upThis category score has been trending up % since last month
100
out of 100
Executive rating?
100
out of 100
CEO rating?
90
out of 100
Manager rating?

Team Score

Trending upThis category score has been trending up % since last month
AnswerPercent
Yes100%
No0%
AnswerPercent
Yes100%
No0%
Coworker interaction?
80
out of 100
Quality of coworkers?

Environment Score

Trending upThis category score has been trending up % since last month
AnswerPercent
7 or less0%
8100%
100%
120%
More than 120%
Work hours per day?
AnswerPercent
Extremely fast0%
Comfortably fast100%
Moderate0%
A bit slow0%
Bureaucratic0%
Pace at work?
AnswerPercent
Positive100%
Negative0%
Positive work environment?

Outlook Score

Trending upThis category score has been trending up % since last month
100
out of 100
Future outlook?
AnswerPercent
Fantastic0%
Good100%
Neutral0%
Bad0%
Terrible0%
Customer perception?
AnswerPercent
Yes100%
No0%
Excited going to work?

Gender Score How positively women rate their overall experience at FolioDynamix

N/A

Diversity Score How positively minorities rate their overall experience at FolioDynamix

N/A

eNPS

Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"
100
eNPS Score
100%Promoters
0%Passives
0%Detractors

FolioDynamix Competitors

  1. 1st
    Vestmark
    68 / 100
  2. 2nd
    Envestnet
    67 / 100
  3. 3rd
    FolioDynamix
    0 / 100
  4. 4th
    Junxure
    0 / 100

Perks & Benefits

Health & Wellness
Health Insurance
Paid Time Off
PTO / Vacation Policy

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