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Bob Mehringer
Corporate Officer/Principal chez Folio Dynamics, Inc.
Postes actifs de Bob Mehringer
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Historique de carrière de Bob Mehringer
Anciens postes connus de Bob Mehringer
Sociétés | Poste | Début | 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
University of Evansville | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 1 |
Founder | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Technology Services | 2 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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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 |
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