Advyzon
Jeffrey Schmidt's work experience starts in 2012 as an Associate at Kohl's Department Stores, where they worked until 2014. In 2014, they also interned at Global Protection for a brief period. From 2015 to 2016, Schmidt worked as a Customer Service Representative at Lowes Home Improvement. In 2017, they joined Zack Investment Research as a Junior Client Relationship Manager, where they managed financial advisor clients, led conference calls, and created educational webinars. Since 2018, Schmidt has been with Advyzon | yHLsoft, Inc. as a Client Success Manager, where they help financial advisors and startup firms use their CRM platform effectively and ensures that all clients receive the necessary support and follow-up.
Jeffrey Schmidt attended Cary-Grove Community High School from 2008 to 2012, although no specific degree or field of study is mentioned. Subsequently, from 2012 to 2017, they pursued a Bachelor's Degree in Finance with a minor in Philosophy at Iowa State University.
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.