Joanne Frawley has worked at a string of prominent firms in her financial services technology career, but she never felt those companies shared her level of motivation for providing portfolio performance data that strictly adhered to industry standards.
That changed when a former colleague suggested she fill a void that had opened up at wealthTouch, the Denver-based firm that provides complex portfolio reporting services for banks, family offices and wealth management firms, after several partners left the firm in August 2009. Frawley was hired by wealthTouch as its director of portfolio reporting products, a newly created post, a company spokeswoman said.
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