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Joseph Mrak is listed as High Growth CEO, Board Member and Private Investor at Foundation Source, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at stonecoat.com and a matched LinkedIn profile for Joseph Mrak.
Joseph Mrak previously worked as Chief Executive Officer at Foundation Source and President & Owner at Cw Stoneworks. Joseph Mrak holds Mba, Finance from Texas Mccombs School Of Business.
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AeroLeads found 1 current-domain work email signal for Joseph Mrak. Compare company email patterns before reaching out.
With over 25 years of experience in leading and investing in innovative technology companies, Mr. Mrak is a passionate and seasoned global growth CEO, Chairman, and Board member. He is currently the CEO of Foundation Source, a SaaS based cloud technology combined with key services to the private and corporate foundation industry within the wealth eco-system.Mr. Mrak is also an angel investor and owner of several other businesses including the 3rd largest retaining wall business in DFW.He has also been an advisor for Refinitiv/LSEG, a leading provider of financial data and infrastructure, where he recently lead a $1.1 billion divestiture of assets.Mr. Mrak has a deep expertise in SaaS-based Fintech, especially in the wealth, data, and asset management sectors. He has been the CEO of several high-growth firms, ranging from $5 million to $650 million in revenue, that were both public and private, with valuations in the billions. He is also an active Chairman and Board member for several firms, where he has played executive roles to drive growth and investor returns. Additionally, he is an angel investor in many industries, focused on disruptive technologies that create positive impact and value.
Listed skills include Leadership, Product Marketing, Financial Advisory, Alternative Investments, and 44 others.
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A career timeline built from the work history available for this profile.
Fairfield, CT, US
GTCR backed cloud-based SaaS provider that empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of private foundation management services, Foundation Source offers a configurable suite of administrative, compliance, advisory and technology solutions to support family, corporate and independent.
US
High growth industry trusted retaining wall company in the DFW metroplex working with the largest home builders and commercial development firms. We build engineered walls that are built out of the best quality products with world class project management.
New York And Palo Alto, NY & CA, US
Centana Growth Partners, a private equity firm, provides growth equity and venture capital to companies in the financial services sector across their two funds. Also an LP.
Herndon, Virginia, US
Investor and Board Advisor to this growing global provider of integration services, product development and SaaS based software products to the energy and utilities industry. MiUtility, Avertra's core product, is a leading digital platform for the industry and we are a certified partner to the largest names in the space.
Dallas, Texas, US
Leading the global Greenbuilding revolution with patented ClimateTech products to replace stucco, EIFS, exterior sheathing, manufactured stone and brick in the Built Environment. Our products are EPD proven 90% decarbonized over traditional cementitious veneers with our latest products to achieve NetZero and beyond. We are a true market disruptor.
Longmont, Colorado, US
Successful exit to MCO (MyComplianceOffice). Acted as Chairman and Executive Chairman for the firm during its transition. Fairwords is a SaaS based high growth communications-protection software that helps reduce the risk of non-compliant communications. Monitor messages, archive official communication channels, and support supervisory review of any issues.
London, England, GB
Post acquisition by LSEG responsible for transition of the Refinitiv Global Wealth Management solutions business with $650 MM+ in revenue and over 2000 clients including leading the process of a $1.1 BB divesture of some non-core assets to a private equity group to form the BetaNXT business ultimately purchased by Clearlake and Motive Partners.
London, England, GB
Acquired by London Stock Exchange to form LSEG (LSE: LSEG.L) for $27 BB. Divisional CEO as Global head of the Wealth business unit (1 of 4 businesses) for Refinitiv - drove 11% organic and inorganic growth of the business to $650 MM+ during my tenure. Refinitiv is a global provider of financial markets data and infrastructure and backed by Blackstone. We.
New York, NY, US
Active Board member through a successful exit to a Private Equity buyer. Bibsync is a high growth SaaS based Research Automation Platform to accelerate the entire investment research process. Configurable dashboards. Collaboration. Analyst Productivity. Plugin Suite. Mobile. Tasks and Events. Services: Process Management, Data Integrations, Compliance.
Irving, Texas, US
Highly successful exit to Nasdaq (NASDAQ: NDAQ). Acted as Chairman and Executive Chairman during times of significant growth to support the CEO and guide the firm to success. Solovis was a fast growing SaaS-based multi-asset class, multi-currency portfolio management and reporting solution for foundations, endowments, pensions, UHNW RIAs, OCIOs, and family.
New York, NY, US
Highly successful exit to Bank of Montreal (NYSE:BMO). Active member of the BOD during high periods of growth and market and regulatory challenges. Clearpool’s SaaS based Algorithmic Management System (AMS) is transforming electronic trading with a fully customizable suite of algorithmic trading tools, offering total visibility and control from strategy to.
Maplewood, New Jersey, US
SaaS Based Provider of Medical Services via Telemedicine. Our telemedicine solution at StationMD delivers superior care to the most vulnerable populations while also reducing unnecessary hospital use. Our secure video-conferencing system, augmented by sophisticated diagnostic tools, is combined with clinical expertise to evaluate and treat patients in.
Berwyn, Pennsylvania, US
Envestnet (NYSE:ENV) acquired FolioDynamix in January 2018. Assisted in firm transition and developed data as a service strategy for CEO.
n/a, California, US
Previously part of Actua (NASDAQ:ACTA) FolioDynamix was acquired by Envestnet (NYSE:ENV) in 2018. Foliodynamix was an award winning SaaS provider of investment management programs and wealth management platform solutions to financial services organizations. FolioDynamix supports some of the largest financial services providers by developing custom.
New York, New York, US
Citi acquired BISYS (NYSE:BSG) in which I led the Wealth Management Solutions Group which was a SaaS based provider of innovative back, middle and front-office outsourced solutions to the Separately Managed Accounts & Institutional Asset Management industry. Serve Asset Management Firms (Institutional and Retail), Broker/Dealer Firms, RIAs, Banks, and.
Milwaukee, Wisconsin, US
Product Management and Product Marketing executive with overall responsibility for CheckFree’s SaaS based Investment Services division product suite used by over 350 clients to manage 2 million portfolios and $4 Trillion in assets during a high period of growth.
Addison, TX, US
Acquired by Envestnet (NYSE:ENV) Member of executive management team developing and driving the strategic plan for a private financial services firm specialized in providing next generation portfolio management solutions serving large Brokerage Firms, Investment Advisory Firms, Asset Management Firms, and Banks.
Chicago, Illinois, US
Member of Strategy Practice specializing in global strategic business projects within Fortune 50 Financial Institutions.
London, GB
Member of the management consulting practice focused on strategic business projects for Fortune 500 firms. Main focus was developing bleeding edge e-commerce and e-learning strategies and proof of concepts.
Quick answers generated from the profile data available on this page.
Joseph Mrak works for Foundation Source.
Joseph Mrak is listed as High Growth CEO, Board Member and Private Investor at Foundation Source.
AeroLeads has found 1 work email signal at @stonecoat.com for Joseph Mrak at Foundation Source.
Joseph Mrak is based in Dallas-Fort Worth Metroplex, United States, United States while working with Foundation Source.
Joseph Mrak has worked for Foundation Source, Cw Stoneworks, Centana Growth Partners, Avertra Corp, and Stonecoat.
You can use AeroLeads to view verified contact signals for Joseph Mrak at Foundation Source, including work email, phone, and LinkedIn data when available.
Joseph Mrak holds Mba, Finance from Texas Mccombs School Of Business.
Joseph Mrak is listed with skills including Leadership, Product Marketing, Financial Advisory, Alternative Investments, Debt And Equity Financing, E Commerce, Banking, and Fixed Income.
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