As the COO, Carey will be responsible for overseeing product development, client services and operations, client relationship management and the program management office.
Carey is a veteran having more than 20 years of strategy and operations experience across information services, technology outsourcing. He has significant experience in wealth management and brokerage space.
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Previously, He had served as the CFO and head of corporate development for American Stock Transfer, chief administrative officer at Fidelity Investments’ National Financial Services and CFO and head of segment operations for Thomson Reuters Wealth Management.
Commenting on the appointment, Joseph Mrak, president and CEO of FolioDynamix said: "John possesses the wealth management and brokerage industry knowledge necessary to help FolioDynamix accelerate its goals related to company growth, increased market share and establishing a solid leadership position as the go-to platform for wealth management technology, programs and services."
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