Mr. Cook is focused on the development and implementation of strategic initiatives designed to assist advisors in simplifying their business through service, technology, and product offering. Before becoming President and CEO in 2012, Dean directed the firm's national marketing and sales operations since 2005. Through his experience as a Registered Representative, Investment Advisor Representative and External Wholesaler, Dean has taken pride in adding unique insights to advisors as they build profitable advisory firm.
As President of FTJ FundChoice, Mr. Beach is focused on making sure there is a united vision shared by the operations, technology, compliance, and other areas of the firm. Before becoming President of FTJ FundChoice, Ryan was the CEO of CLS Investments, LLC. Prior to his tenure at CLS, he was a practicing securities attorney, representing clients before the Securities and Exchange Commission. In his role, Ryan enjoys creating value for advisors and helping them free up their time to deliver better outcomes for their clients.
As Chief Operating Officer, Mr. Rawlins leads FTJ FundChoice’s Operations team. Gregory designs and implements business strategies while ensuring superior service levels to FTJ FundChoice platform users. Before joining FTJ FundChoice in 2012, Gregory spent 13 years leading teams in the financial services industry across diverse organizations, from proprietary fund companies to large global banks.
Mr. Manguso is the Vice President - Product Strategy at FTJ FundChoice and focuses on investment strategy development through increased advisor capabilities and consistency throughout their practices. Before becoming VP - Product Strategy in 2014, Gary led the sales and thought leadership efforts for a number of TAMPS. Since 1990, Gary has been an industry innovator, working with advisors to grow their businesses. Gary enjoys helping advisors provide their clients with an innovative and retention-based client experience.
Mr. Kendall is responsible for FTJ FundChoice’s business development team of 37 sales professionals. FTJ FundChoice’s sales teams’ goal is to help financial advisors build efficient and profitable advisory businesses, so Cory is always looking for innovative and strategic ways to expand our reach with existing and prospective advisors.
Cory has more than 20 years of experience in the investment management industry. Prior to joining FTJ FundChoice in 2008, he held various management and sales positions at Pacific Life, Allstate Financial and TD Ameritrade. Cory earned a B.S. in Business Administration from the University of Nebraska. He has also attained the FINRA Series 7, 24, 63 and 65 licenses. He enjoys golfing, spending time with his family and coaching his son’s sports teams in his spare time. Cory is also on the board of directors of El Tunco Surf and Scholarship, a nonprofit that helps to improve the lives of impoverished children in the underprivileged communities of El Salvador and South Central Los Angeles.
Mr. Dunn is the Director of Internal Sales at FTJ FundChoice. He is responsible for providing leadership and oversight for FTJ FundChoice's Internal Sales Department. He and the Internal Sales team strive to help advisors accomplish their strategic goals by offering world-class service and solutions to simplify their business. Jeff has over 20 years' experience in the Financial Services industry and is passionate about helping advisors grow their business. Prior to joining FTJ FundChoice, he was a top wholesaler at Prudential and New York Life. He has achieved the RICP, CMFC and CRPC designations, and has attained the Series 7, 24, 63 and 65 licenses. Jeff is a Northern Kentucky native and a Kentucky Colonel.
Ms. St. Louis is the VP of National Accounts for FTJ FundChoice. She joined FTJ FundChoice as a Wholesaler in December of 2006 and has served in several sales roles over the years. In her current role, Michelle is responsible for overseeing relationships with Independent Broker Dealer and Registered Investment Advisor relationships, including sales strategies and business development. She has over 17 years of industry experience working with investment advisors, broker-dealers, third party strategists and other key clients.
As Director of Strategic Development for FTJ FundChoice, Mr. Wethington is focused on providing advisors an efficient and scalable means of executing their investment strategy whether that strategy is focused on a single client, or across their client base through our model management capabilities. He has over 20 years of experience in the Financial Services industry including the last 11 with FTJ FundChoice.
As Director of Marketing at FTJ FundChoice, Ms. Jimenez is responsible for the firm’s marketing and communications strategy development, while maintaining a consistent corporate brand. She has been with FTJ FundChoice since 2010 and has managed the Marketing team since 2016. Julie earned her Bachelor of Science in Business Administration, Marketing from the University of Tennessee.
Mr. Frommeyer is the Director of Information Technology at FTJ FundChoice. He maintains responsibilities over the software development team and infrastructure. Chad has over 20 years of experience in software development across various industries, including finance. The past 10 years have been spent with FTJ FundChoice growing the technology to provide world-class applications and systems. Chad graduated from Northern Kentucky University with a Bachelor of Science and a Master of Science in Computer Science.
With over 20 years of experience, Mrs. Koop brings expertise to every aspect of the company’s employment experience – from recruiting and onboarding to benefits, employee development and employee engagement. She works closely with leadership to ensure talent development aligns with the company’s strategic goals. Catherine is a graduate of Northern Kentucky University where she studied Business Management with a focus on Organizational Behavior. She is currently a member of SHRM (Society of Human Resources Management) and a member of the SHRM local chapter Greater Cincinnati Human Resources Association.
Since our founding in 2001, FTJ FundChoice has strived to provide advisors with sophisticated investment solutions. At the time of establishment our client base included 10,000 accounts with a total of $100 million in assets under administration.
FTJ FundChoice launched an ETF Strategist Program, which is now included in the Market Movement Strategies program.
FTJ FundChoice launched the Market Movement Strategies program, which allows advisors the ability to leverage multiple investment strategies in a single account.
FTJ FundChoice launched a Separately Managed Accounts Strategist Program and a digital advice solution, Portfolio Target. Portfolio Target helps advisor compete with direct-to-consumer robo-advisors.