Advyzon
Brandon List has a diverse work experience that spans over several industries. Brandon most recently worked at Advyzon as a Client Success Manager starting in January 2023. Prior to that, they gained experience in the financial sector at Envestnet | Tamarac and Charles Schwab, where they held roles as a Portfolio Services Associate from April 2019 to February 2023 and from June 2017 to April 2019, respectively. Before transitioning into the financial industry, Brandon worked at Western & Southern Financial Group as a Registered Representative from November 2015 to June 2017. Additionally, they have a background in education, having worked as a Teacher at North Carolina Public Schools from August 2004 to June 2015. Brandon also held a role as a Lifeguard at YMCA of the Triangle from an unspecified time in 2009 to 2015.
Brandon List completed their Master of Business Administration (MBA) degree from The University of Arizona Global Campus between 2022 and 2023. Prior to that, they earned a Bachelor of Arts (B.A.) degree in English/Language Arts Teacher Education and a degree in English, both from North Carolina State University from 1998 to 2002. In terms of additional certifications, Brandon obtained the Understanding Capital Markets certification from LinkedIn in December 2021. Brandon also holds certifications such as Certified NC English Teacher, ASHI Certified Lifeguard and First Aid, Life and Health Insurance Producer's License from the State of North Carolina, and Series 6 & 63 from the Financial Industry Regulatory Authority (FINRA).
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Advyzon
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.