Advyzon

0 followers

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Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.

Industries

Finance

Headquarters

Chicago, United States

Employees

11-50

Links

Org chart

Hailin Li

CEO

Hailin Li

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John Mackowiak

Chief Revenue Officer

Dirk Pearson

Chief Operating Officer

Joe Webb

VP Client Service & Sales

Dave Ott

VP Implementation & Client Success

Kelly Fitzpatrick

Product Manager

Paul W. Yeh

Vice President, Data Strategy & Operations

Kyle Breda Cfp®

Relationship Manager

Teams

+11

Client Success and Relationship Management

14 members

Sales and Business Development

9 members

Product Management Team

6 members

Leadership Team

5 members

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