Joseph Mrak Email & Phone Number
Chief Executive Officer @ Foundation Source
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Joseph Mrak Location
- Dallas, TX, US
Joseph Mrak Work
- Chief Executive Officer @ (September 2023 - Present)
- President and Owner @ CW Stoneworks (July 2023 - Present)
- Advisory Board Member @ (May 2017 - Present)
- Member of the Board of Advisors @ (July 2018 - Present)
- Chairman and Owner @ (April 2022 - Present)
- Executive Chairman @ (January 2021 - June 2023)
- MD, Global Head of Wealth Solutions @ (January 2021 - May 2022)
- MD, Global Head of Wealth Solutions @ (May 2019 - May 2022)
- Board Member @ (February 2019 - January 2022)
- Executive Chairman @ (June 2017 - April 2020)
- Board Member @ (November 2015 - April 2020)
- Board Member @ (October 2017 - September 2019)
- Group President @ (January 2018 - December 2018)
- Chairman and Chief Executive Officer @ FolioDynamix (November 2007 - January 2018)
- Divisional CEO @ (December 2006 - November 2007)
- Vice President, Product Management and Marketing @ (March 2004 - December 2006)
- Co-Founder, Chief Technology Officer @ Placemark Investments (August 1999 - February 2004)
- Manager @ (November 1996 - October 1999)
- Senior Consultant @ (May 1994 - October 1996)
Joseph Mrak Education
- Texas McCombs School of Business
MBA (Finance)
1998-2000 - Marquette University
BS (Information Systems and Operations)
1990-1994
Joseph Mrak Skills
- Capital Raising
- Mergers and Acquisitions
- New Business Development
- Asset Management
- Investments
- Wealth Management
- Banking
- Debt & Equity Financing
- Business Strategy
- Marketing Strategy
- Product Management
- Financial Technology
- Entrepreneurship
- Asset Managment
- Investment Management
- Strategy
- Portfolio Management
- Financial Services
- SaaS
- Mutual Funds
- Program Management
- Strategic Planning
- Mergers
- Management Consulting
- Private Equity
- Hedge Funds
- Investment Advisory
- Securities
- Equities
- Asset Allocation
- Business Analysis
- Trading
- Fixed Income
- Mergers & Acquisitions
- Management
- Separately Managed Accounts
- Start-ups
- Venture Capital
- Investment Strategies
- Product Marketing
- Executive Management
- Leadership
- Trading Systems
- Financial Advisory
- E-commerce
- Alternative Investments
- Valuation
- Risk Management
- Finance
- Debt and Equity Financing
- Startups
- Team Building
- Start Ups
- E Commerce
- Public Speaking
- Dallas
- Enterprise Risk Management
- Kitchen
- Engagements
- Customer Experience Management
- Revenue
- Budgets
- Strategic Relationships
- Mass
- B2c
- Milwaukee
- Thought Leadership
- Applications
- Coaching
- Business Development
- Driving
- Design
- Jersey
- Extending
- Cell
- Concepts
- Aligning
- Insurance
- Financial Institutions
- Chicago
- Data Driven Testing
- Vendor Relationship Management
- Retail
- Affluent
- Strategies
- CRM
- Articles
- Business Process Re Engineering
- Product Placement
- Wealth Management Services
- Consumer
- Ultra
- Global Projects
- Magazines
- Net
- Credit Cards
- Serving
- Real Estate Transactions
- Pioneering
- Successful Negotiation
- Fortune
- Uma
- MSP
- Interdisciplinary Teaching
- Technology Services
- Financial Transactions
- Coordinated
- Active
- Location
- Fortune 500
- Project Management
- Vertical Market Penetration
- Architecture
- Shutdown
- Risk Metrics
- Operations
- Strategic Alliances
- Marketing
- Concurrent
- Terminating
- Suite
- Evaluation
- Project Portfolio Management
- Conference Speaking
- Consulting
- Portfolio
- Rate
- Strategic Business
- Business Alignment
- Yahoo
- Google Groups
- Business Services
- Organizational Management
- Databases
- Websites
- Partnerships
- Product Lines
- B2b
- Customer Satisfaction
- Texas
- Responsibility
- Forms
- Enterprise Software
- Materials Management
- Cost
- Recruiting
- Overlay
- Business Valuation
- Expenses
- Offering
- Contractual Agreements
- Accounting
- Online Payment
- Microsoft Office
- Six Sigma
- Staff Retention
- End to End
- Analysis
- Series 65
- Product Adoption
- Brokerage
- Sales
- Interactive Advertising
- Main Focus
- Technology Development
- Market
- Information Systems
- Separate Accounts
- Training
- Business Planning
- Yellow Belt
- Reviews
- Return on Investment
- Positioning
- Rias
- 250k
- Product Development
- Validating
- Due Diligence
- Accountability
- Open Architecture
- Bleeding
- Product Strategy
- Acquisition Integration
- Business Experience
Joseph Mrak Summary
- Joseph Mrak, based in Dallas, TX, US, is currently a Chief Executive Officer at Foundation Source. Joseph Mrak brings experience from previous roles at CW Stoneworks, Centana Growth Partners, Avertra Corp and StoneCoat. Joseph Mrak holds a 1998 - 2000 MBA in Finance @ Texas McCombs School of Business. With a robust skill set that includes Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments and more. Joseph Mrak has 3 emails and 5 mobile phone numbers on RocketReach.
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