Fiduciary Exchange, LLC (FIDx) is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry's leading carriers. FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients' port... folios, integrated within the same wealth management platforms they already use every day. An independent technology firm, FIDx connects advisory firms to insurance carriers through a seamless, digitally-enabled process so advisors can truly deliver comprehensive advice and help clients reach their goals. Read More

FIDx Employee Directory

FIDx corporate office is located in 1000 Chesterbrook Blvd, Berwyn, Pennsylvania, 19312, United States and has 11-50 employees.

fidx

fiduciary exchange llc

fidx protection intelligence

fidx

Employees by Department

Departments

Number of employees

Engineering & Technical

Information Technology

Operations

Marketing

C-Suite

Sales

Medical & Health

FIDx CEO

Richard RomanoChief Executive Officer

Phone

See Profile

Key Employees of FIDx

JB
Jim Barton
President & Chief Compliance Officer
PhoneEmail
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PhoneEmail
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PhoneEmail

FIDx Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from FIDx

Hundreds of professionals searching for FIDx have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RF
Rob Farrington
Email Direct
Firm Implementation Associate
United States , Pennsylvania , Berwyn

SS
Sara Selverian
Email Direct
Management Vice President, Delivery
United States , Pennsylvania , Berwyn

VG
Venudhar Gopidi
Email Direct
Director, Carrier Operations
United States , Pennsylvania , Berwyn

DH
Dawn Hinkley
Email Direct
Director
United States , Pennsylvania , Berwyn

RC
Ryan Cook
Email Direct
Vice President, Product Management
United States , Pennsylvania , Berwyn

JB
Jim Barton
Email Direct
President & Chief Compliance Officer
United States , Pennsylvania , Berwyn

SC
Sandra Chu
Email Direct
Director, Practice Management
United States , Pennsylvania , Berwyn

DF
Douglas Ford
Email Direct
Senior VP, Relationship Management
United States , Pennsylvania , Berwyn

CH
Christopher Hulitt
Email Direct
Director, Marketing & Training
United States , Pennsylvania , Berwyn

MK
Michael Kazanjian
Email Direct
Head of Insurance Overlays
United States , Pennsylvania , Berwyn

JH
Jennifer Hartnett
Email Direct
Senior VP, Carrier Engagement
United States , Pennsylvania , Berwyn

SP
Stephen Parcel
Email Direct
Vice President
United States , Pennsylvania , Berwyn

TG
Taylor Grigg
Email Direct
Director, Product Management
United States , Pennsylvania , Berwyn

Richard Romano
Email Direct
Chief Executive Officer
United States , Pennsylvania , Berwyn

CR
Colleen Ruane
Email Direct
Chief Data Officer
United States , Pennsylvania , Berwyn

JW
Jason Werner
Email Direct
Quality Assurance Analyst
United States , Pennsylvania , Berwyn

IT
Isha Trasi
Email Direct
Firm Integration Associate & Business Analyst
United States , Pennsylvania , Berwyn

BM
Bob Makor
Email Direct
Firm Integration Senior Associate
United States , Pennsylvania , Berwyn

ST
Steven Truong
Email Direct
Adoption Head of Platform
United States , Pennsylvania , Berwyn

LS
Lane Stokely
Email Direct
Product Owner
United States , Pennsylvania , Berwyn

MH
Matthew Hansan
Email Direct
Vice President, Institutional Business Development
United States , Pennsylvania , Berwyn

RG
Rahul Godaba
Email Direct
Associate Product Manager
United States , Pennsylvania , Berwyn

CB
Cory Barnet
Email Direct
Manager, Implementations
United States , Pennsylvania , Berwyn

SS
Scott Stephenson
Email Direct
Quality Engineering Lead
United States , Pennsylvania , Berwyn

AQ
Alexandra Quigg
Email Direct
Manager, Implementations
United States , Pennsylvania , Berwyn

123

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Frequently Asked Questions Regarding FIDx Employees

How many employees does FIDx have?

FIDx has 11-50 employees

Who is the CEO of FIDx?

FIDx’s CEO is Richard Romano

Who are FIDx key employees?

Some of FIDx key employees are Jim Barton

Where is FIDx located?

FIDx’s headquarters are located at 1000 Chesterbrook Blvd, Berwyn, Pennsylvania, 19312, United States

How do I contact FIDx?

FIDx Contact Info: Phone number: (877) 554-3439 Website: www.fidx.io

What does FIDx do?

Fiduciary Exchange, LLC (FIDx) is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry's leading carriers. FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients' port... Read More

Is FIDx a public company?

FIDx is private company therefore does not currently have an official ticker symbol

See more information about FIDx Employees