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FolioDynamix Expands Sales Team
Eliane Chavagnon
8 September 2016
FolioDynamix, a provider of wealth management technology and advisory services, has expanded its national sales team with the addition of Chicago, IL-based Sean Mullen and Dallas, TX-based Jerome Hill. Mullen, who was most recently with Envestnet, is charged with expanding the firm's footprint with enterprise-type broker-dealer clients. Hill, who has a background in financial services and institutional sales, is focused on the firm’s FDx Complete offering, a wealth management and advisory solution for RIA firms. FolioDynamix recently went live with version 8.0, and continues to develop products that help firms meet the latest DoL fiduciary rule guidelines, it said. Meanwhile, in May, the firm carved out a role dedicated to boosting its client experience - see here.