People Moves

FolioDynamix Boosts Business Development, Client Relationship Teams

Eliane Chavagnon Editor - Family Wealth Report February 5, 2014

FolioDynamix Boosts Business Development, Client Relationship Teams

FolioDynamix, a provider of web-based technology to the financial services industry, has added three wealth management staff to its business development and client relationship teams.

FolioDynamix, a provider of web-based technology to the financial services industry, has added three wealth management staff to its business development and client relationship teams.

Steve Dorsey, senior vice president of business development, was most recently vice president of sales for Advisor Software. Past positions he has held also include West Coast strategic account manager for Thomson Reuters Retail Wealth Management Sales and vice president and national sales director at Emmett A Larkin Company.

Meanwhile, Aubrey Good, senior vice president of business development, was recently vice president of wealth management sales and client development for S&P Capital IQ and business development for Relationship Science. Good also spent 20 years at Standard & Poors.

Lastly, Colleen Thatcher, senior vice president and account executive, specializes in financial services client relationship management and joins FolioDynamix from GXS. Her past positions also include director of consulting services for Fortigent and vice president and project manager for Key Bank. Colleen has also held client-facing roles with National City Bank (now PNC) and Morgan Stanley.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes