Profil
Steve Dunlap is currently the President & Chief Operating Officer at Folio Dynamics, Inc. Previously, he was the President & Chief Executive Officer at Finetre Corp.
from 1999 to 2009.
He also worked as a Director at Scivantage, Inc. Mr. Dunlap received his undergraduate degree from The College of William & Mary.
Postes actifs de Steve Dunlap
| 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. | President | - |
Anciens postes connus de Steve Dunlap
| Sociétés | Poste | Fin |
|---|---|---|
Finetre Corp.
 Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | President | 02/02/2009 |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Directeur/Membre du Conseil | - |
Formation de Steve Dunlap
| The College of William & Mary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Finetre Corp.
Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | Technology Services |
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 |
Scivantage, Inc.
Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Technology Services |
