FolioDynamix, a provider of wealth management technology and advisory services, has appointed Meghan McCartan as the new head of marketing.
Before joining FolioDynamix, McCartan oversaw various financial services marketing consulting businesses and worked with several RIA firms, technology firms, and broker-dealers such as Pershing, Albridge, Interactive Data and Docupace.
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In the financial services marketing career of about 20 years, McCartan also partnered on creating and launching the TechLeaders series of conferences and executive roundtables.
The recruitment of McCartan has been made in conjunction with the recent appointment of Steve Dunlap as the company’s president and COO.
FolioDynamix CEO Joe Mrak said: "This move definitively demonstrates to the marketplace and our clients that we are committed to investing in only the very best talent, continuing to spark innovation on the technology side, and provide our customers with support and solutions that no other provider can replicate.
"We see a real opportunity in the market, and we’re ready to seize it; I’m excited to see how far and how fast we can go."
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