Advyzon
Dylan T. has a diverse work experience in the financial industry. In 2016, they started as a College Financial Representative at Northwestern Mutual. Afterwards, they worked as a Lead Teller at Wells Fargo from 2016 to 2017. In 2017, they held roles such as Associate Vice President at Personal Capital and Marketing Coordinator at Link Advantage Inc. From 2017 to 2022, Dylan worked at JPMorgan Chase & Co. where they held multiple positions, including Personal Banker, Relationship Banker, and Private Client Banker. Dylan is currently working as a Client Relationship Manager at Advyzon since 2022. Throughout their career, they have obtained licenses such as Series 6, Series 63, and State Life Insurance licenses.
Dylan T. obtained a Bachelor of Arts (B.A.) degree in Political Science and Government from the University of Colorado Boulder, where they studied from 2014 to 2017. Dylan then pursued a Master of Science (MS) degree in Organizational Leadership from Colorado State University Global from 2019 to 2021.
In addition to their academic accomplishments, Dylan T. also obtained several certifications. In June 2021, they received the Insurance Agent certification in Accident, Health, Life, Variable Life & Variable Annuities from the National Association of Insurance Commissioners (NAIC). In September 2020, they obtained the Series 63 certification from NASAA and the Series 6TO certification from FINRA. Furthermore, in August 2020, they acquired the SIE - Securities Industry Essentials certification from FINRA.
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.