Steve Dorsey
Keine laufenden Positionen mehr
Profil
Steve Dorsey worked as a Senior Vice President of Business Development at Folio Dynamics, Inc. and as a Vice President of Sales at Stretton Development Corp.
Ehemalige bekannte Positionen von Steve Dorsey
| Unternehmen | Position | Ende |
|---|---|---|
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. | Corporate Officer/Principal | - |
Stretton Development Corp.
 Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | Vertrieb & Marketing | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Stretton Development Corp.
Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | 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 |
