FolioDynamix Company Culture
FolioDynamix Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
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 serves as the CEO / President of FolioDynamix.
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 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 serves as the Senior Vice President Finance of FolioDynamix.
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 serves as the SVP, Business Development of FolioDynamix.
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 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 serves as the Head of IT Dallas Platform of FolioDynamix. Gautam currently resides in the Dallas/Fort Worth Area.
Let FolioDynamix Know You Want To Work There
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Leadership Score
100
out of 100
Executive rating?
100
out of 100
CEO rating?
90
out of 100
Manager rating?
Team Score
Coworker interaction?
80
out of 100
Quality of coworkers?
Environment Score
Work hours per day?
Pace at work?
Positive work environment?
Outlook Score
100
out of 100
Future outlook?
Customer perception?
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
- 1st
Vestmark68 / 100 - 2nd
Envestnet67 / 100 - 3rdFolioDynamix0 / 100
- 4th
Junxure0 / 100
Perks & Benefits
- Health & Wellness
- Health Insurance
- Paid Time Off
- PTO / Vacation Policy
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