Fundraising Fox

Joseph Mrak

Investor

Investor at Centana Growth Partners

Dallas, Texas, United States

About

Advisory board member; CEO of Foundation Source and former Global Head of Wealth Management at Refinitiv and President of Envestnet.

Experience

  1. Foundation SourceChief Executive Officercurrent2023 β€” presentGreater New York City Area
  2. CW StoneworksPresident & Ownercurrent2023 β€” presentDallas-Fort Worth Metroplex
  3. Centana Growth PartnersAdvisory Board Membercurrent2017 β€” presentNew York, New York, United States
  4. Avertra CorpMember of the Board of Advisorscurrent2018 β€” presentWashington DC-Baltimore Area
  5. StoneCoatChairman & Ownercurrent2022 β€” presentDallas, Texas, United States
  6. FairwordsExecutive Chairman2021 β€” 2023Boulder, Colorado, United States
  7. London Stock Exchange Group (LSEG)MD, Global Head of Wealth Solutions2021 β€” 2022London, UK & New York, New York, United States
  8. RefinitivMD, Global Head of Wealth Solutions2019 β€” 2022London, UK & New York, New York, United States
  9. BipsyncBoard Member2019 β€” 2022New York, New York, United States
  10. Solovis, Inc.Executive Chairman2017 β€” 2020Dallas, TX
  11. Clearpool GroupBoard Member2015 β€” 2020New York, New York, United States
  12. StationMDBoard Member2017 β€” 2019New York City Metropolitan Area
  13. Envestnet, IncGroup President2018Dallas, TX
  14. FolioDynamixChairman and Chief Executive Officer2007 β€” 2018New York, New York, United States
  15. CitigroupDivisional CEO2006 β€” 2007New York, New York, United States
  16. CheckFreeVice President, Product Management & Marketing2004 β€” 2006New York City Metropolitan Area
  17. Placemark InvestmentsCo-Founder, Chief Technology Officer1999 β€” 2004Dallas, Texas, United States
  18. A.T. Kearney, Inc.Manager1996 β€” 1999New York, New York, United States
  19. Ernst & Young LLPSenior Consultant1994 β€” 1996Chicago, Illinois, United States

Education

  1. Texas McCombs School of BusinessMBA, Finance1998 β€” 2000
  2. Marquette UniversityBS, Information Systems and Operations1990 β€” 1994

Skills & more

Capital Raising6Mergers and Acquisitions5New Business Development10Asset Management32Investments42Wealth Management26Banking3Business Strategy10Marketing Strategy3Product Management31Financial Technology2Entrepreneurship14
+12 moreAsset ManagmentInvestment ManagementPortfolio ManagementFinancial ServicesMutual FundsProgram ManagementMergersManagement ConsultingDebt & Equity FinancingStrategySaaSTrading Systems
  • Series 65 β€” SEC

From Joseph's professional profile.

Colleagues at Centana Growth Partners

Frequently asked questions

Where does Joseph Mrak work?
Joseph Mrak is at Centana Growth Partners.

Founder mafias

Same school

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