Advyzon
Craig Melton, MBA has a diverse work experience in the financial industry. Craig began their career at Bank of America in 2018 as a Relationship Banker, where they served as a central point of contact for clients. Craig assisted clients by managing their accounts, resolving issues, and optimizing their financial advisory business with the bank. Craig worked in this role until December 2019.
In 2020, Craig joined PNC as a Client Solutions Associate. In this role, they continued to serve clients by providing banking and financial advisory services. Craig also functioned as a central point of contact for clients and assisted them in resolving account issues. In June 2021, Craig took on the position of Sr. Branch Banker (L) (MLO) Universal, where their responsibilities expanded to include bringing all of a client's banking and financial advisory business to the bank. Craig excelled in this role until July 2022.
Currently, Craig is working as a Client Success Manager at Advyzon since July 2022. Further details about their responsibilities in this role are not available. With their strong background in client interaction, account management, and financial advisory services, Craig is well-equipped to contribute to the success of their team and clients at Advyzon.
Craig Melton earned their Bachelor of Business Administration (BBA) degree in Finance, General from Houston Christian University - Archie W. Dunham College of Business, where they attended from 2012 to 2016. Subsequently, they pursued further education and obtained their Master of Business Administration (MBA) degree in Business Administration and Management, General from Houston Christian University, where they studied from 2016 to 2019.
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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.