Bob Mehringer
Corporate Officer/Principal chez Folio Dynamics, Inc.
Profil
Bob Mehringer is the founder of Access Partners LLC (Indiana).
He currently works as the Executive Vice President-Advisory Services at Folio Dynamics, Inc. Mr. Mehringer has an MBA from The University of Chicago and an undergraduate degree from the University of Evansville.
Postes actifs de Bob Mehringer
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | - |
Anciens postes connus de Bob Mehringer
| Sociétés | Poste | Fin |
|---|---|---|
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. | Fondateur | - |
Formation de Bob Mehringer
| The University of Chicago | Masters Business Admin |
| University of Evansville | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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. | Technology Services |
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. | Finance |
