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 and Morgan Stanley.