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Wealth Tech Firm Brings In Chief Of Delivery
Eliane Chavagnon
25 May 2016
FolioDynamix, a provider of wealth management technology and advisory services, has brought in Tom Christian as chief delivery officer - a new client role at the firm. Christian, who will report to Steve Dunlap, president at FolioDynamix, will oversee the operations, client service and implementations teams. He “brings a strong perspective on the value of mapped processes and measurable metrics to create efficiency and, more importantly, a positive client experience for every client,” the firm said. As it rolls out a new interface with FolioDynamix 8.0, the firm said it recognized the need to have “hands-on executive stewardship of key client-facing roles.”