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.

Finance

FIDx

FIDx's headquarters in Berwyn, PA, United States

Rich Romano

Jon Halliday

Jennifer Hartnett

Colleen Ruane

Doug Ford

Daniel McKeefrey

Ryan Cook

Scott Bowers

The Leadership Team at FIDx is responsible for setting the strategic direction and overseeing the execution of initiatives that integrate technology with financial services. Comprising executives from various domains—including operations, marketing, client success, and business development—the team collaborates to enhance the client experience, optimize product offerings, and drive growth within the brokerage, insurance, and advisory ecosystems while ensuring alignment with the company's mission of delivering top-tier annuity and insurance solutions.

Leadership Team

The Product Management and Development team at FIDx is responsible for driving the strategy, design, and execution of innovative software solutions that enhance the integration of brokerage, insurance, and advisory services. This cross-functional team collaborates closely to gather market insights, prioritize product features, and ensure timely delivery of high-quality technology that supports the seamless offering of annuities and insurance products from leading carriers. Through Agile methodologies, team members focus on continuous improvement and aligning product development with customer needs.

Product Management and Development

The Marketing and Client Engagement team at FIDx focuses on enhancing brand visibility and driving client relationships through targeted marketing strategies and personalized engagement initiatives. This team collaborates to develop innovative training programs and promotional campaigns that effectively communicate FIDx's unique value proposition to brokers and advisors, ensuring exceptional client experiences and fostering long-term partnerships.

Marketing and Client Engagement

This department focuses on the integration of firm processes and practices to enhance collaboration and efficiency.

Firm Integration

The Quality Assurance and Engineering team at FIDx is responsible for ensuring the reliability and performance of the company's technology solutions. They systematically test and validate software applications to identify defects, enhance user experience, and guarantee that integrations between brokerage, insurance, and advisory services function seamlessly. Through rigorous testing and quality management, the team helps maintain high standards for product excellence and customer satisfaction.

Quality Assurance and Engineering

This department manages data reporting, IT services, and the implementation of technological solutions.

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FIDx

Org chart

Teams

Leadership Team

Product Management and Development

Marketing and Client Engagement

Firm Integration

Quality Assurance and Engineering

Data and IT Operations

Offices

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FIDx

Org chart

Teams

Leadership Team

Product Management and Development

Marketing and Client Engagement

Firm Integration

Quality Assurance and Engineering

Data and IT Operations

Offices

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