As Chairman and CEO of FolioDynamix, Joseph Mrak has led the company’s growth from its inception in 2007 to its current position as a fast-growing leader and innovator in the wealth management industry. With 20 years in the industry, Joe is an established thought leader and entrepreneur known for his vision and ability to evolve technology and
As Chairman and CEO of FolioDynamix, Joseph Mrak has led the company’s growth from its inception in 2007 to its current position as a fast-growing leader and innovator in the wealth management industry. With 20 years in the industry, Joe is an established thought leader and entrepreneur known for his vision and ability to evolve technology and investment products to meet the dynamic needs of leaders in the industry. The modular, seamless and scalable technology platform of FolioDynamix is quickly becoming the modern-day platform of choice for firms seeking to grow and lead in the new era of wealth management.
Board Member @ From November 2015 to Present (2 months) Greater New York City AreaChairman and CEO @ Award winning SaaS provider of investment management programs and wealth management platform solutions to financial services organizations. FolioDynamix supports some of the largest financial services providers by developing custom investment programs to service their mass-affluent and high-net-worth clients. From November 2007 to Present (8 years 2 months) Senior Vice President and General Manager @ General Manager for WealthSolutions Group (Formerly part of BISYS) which is a provider of innovative back, middle and front-office outsourced solutions to the Separately Managed Accounts & Institutional Asset Management industry. Serve Asset Management Firms (Institutional and Retail), Broker/Dealer Firms, RIAs, Banks, and Insurance. From December 2006 to November 2007 (1 year) Greater New York City AreaVice President, Product Management & Marketing @ Product Management and Product Marketing executive with overall responsibility for CheckFree’s Investment Services division product suite used by over 350 clients to manage 2 million portfolios and $4 Trillion in assets. From March 2004 to December 2006 (2 years 10 months) Greater New York City AreaCo-Founder, CTO @ Member of executive management team developing and driving the strategic plan for a private financial services firm specialized in providing next generation portfolio management solutions serving large Brokerage Firms, Investment Advisory Firms, Asset Management Firms, and Banks. From August 1999 to February 2004 (4 years 7 months) Dallas/Fort Worth AreaStrategy Consultant @ Member of Strategy Practice specializing in strategic business projects within Fortune 50 Financial Institutions. From November 1996 to October 1999 (3 years) Greater New York City AreaSenior Consultant @ Member of the management consulting practice focused on strategic business projects for Fortune 500 firms. Main focus was developing bleeding edge e-commerce and e-learning strategies and proof of concepts. From May 1994 to October 1996 (2 years 6 months) Greater Chicago Area
MBA @ The University of Texas at Austin From 1998 to 2000 BS @ Marquette University From 1990 to 1994 Holy Cross High School From 1986 to 1990 Memorial Middle School Joseph Mrak is skilled in: Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments, Wealth Management, Banking, Debt & Equity Financing, Business Strategy, Marketing Strategy, Product Management, Financial Technology, Entrepreneurship, Asset Managment, Investment Management
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