Shari Hensrud-Ellingson
Chief Investment Officer at Folio Dynamics, Inc.
Shari Hensrud-Ellingson active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
Career history of Shari Hensrud-Ellingson
Former positions of Shari Hensrud-Ellingson
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 2003-01-07 | 2005-12-01 |
| Chief Investment Officer | 2003-01-07 | 2005-12-01 | |
| Director of Research - Equity | 2003-01-07 | 2005-12-01 | |
| Portfolio Manager-Equities | 2003-01-07 | 2005-12-01 |
Training of Shari Hensrud-Ellingson
| University of Nebraska | Doctorate Degree |
| University of North Dakota | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
