Shari Hensrud-Ellingson
Chief Investment Officer bij Folio Dynamics, Inc.
Profiel
Shari Hensrud-Ellingson is currently the Chief Investment Officer & President-FDx Advisors at Folio Dynamics, Inc. She previously worked as the Chief Investment Officer at Alerus Financial, NA from 2003 to 2005.
Dr. Hensrud-Ellingson holds a doctorate degree from the University of Nebraska and undergraduate and MBA degrees from the University of North Dakota.
Actieve functies van Shari Hensrud-Ellingson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Chief Investment Officer | - |
Eerdere bekende functies van Shari Hensrud-Ellingson
| Bedrijven | Functie | Einde |
|---|---|---|
Alerus Financial, NA
 Alerus Financial, NA Major BanksFinance Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND. | Directeur van Onderzoek - Eigen Vermogen | 02-12-2005 |
Opleiding van Shari Hensrud-Ellingson
| University of Nebraska | Doctorate Degree |
| University of North Dakota | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Alerus Financial, NA
Alerus Financial, NA Major BanksFinance Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND. | Finance |
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 |
