Advyzon
David Ott has a comprehensive work experience spanning over two decades. David currently holds the position of Product Owner at Advyzon since October 2022. Prior to this role, they served as the Vice President Implementation and Customer Success from June 2020 to September 2022, and as the Vice President of Client Services from September 2015 to June 2020, both at Advyzon.
Before joining Advyzon, David worked at Morningstar as a Client Solutions Consultant from December 2012 to August 2015, and as a Product Consultant from May 2011 to December 2012.
David'searlier experiences include working as a User Support Specialist at Northwestern University School of Music from October 2005 to June 2011, as a Camp Director for Internal Drive from 2003 to 2004, and as an IT Support at Rand Financial Services, LLC. from June 2001 to September 2001.
David began their career at Northwestern University, where they served as a Senior Residential Consultant from May 2000 to June 2001, working alongside a counterpart and leading the first-tier support staff, handling escalated support cases, and assisting with group projects.
In 1997, they worked as a Web Designer at Cybermedical.
David Ott attended Delaware County Christian School from 1992 to 1998. David then went on to Northwestern University from 1998 to 2006, where they obtained a Bachelor of Science degree in Communications.
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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.