John Mackowiak

Chief Revenue Officer at Advyzon

John Mackowiak has a diverse work experience in the financial services industry. John currently holds the position of Chief Revenue Officer at Advyzon since March 2023. Prior to this role, they served as the Chief Business Development Officer at Advyzon from April 2014 to March 2023.

Before joining Advyzon, John worked at Morningstar for several years. John started their career at Morningstar as a Data Analyst in July 2002 and worked on developing and implementing software for extracting data from SEC filings. John then transitioned to the role of Account Executive in January 2004, where they focused on sales and client relationship management. In November 2007, they became a Business Development Consultant and was responsible for building and developing relationships with clients to implement Morningstar technology solutions. In January 2010, they took on the role of Vice President of Sales, leading a team focused on providing technology solutions to financial services firms. In this role, they were involved in client meetings, sales coaching, and collaborating with product management. Lastly, they served as a Product Manager from October 2013 to April 2014, managing the Morningstar Office software platform and training the sales team.

Overall, John Mackowiak has held various roles throughout their career, showcasing their expertise in sales, business development, and product management in the financial services industry.

John Mackowiak attended The University of Iowa Tippie College of Business from 1997 to 2002, where they earned a Bachelor of Business Administration degree. Their areas of study were Finance and Management Information Systems.

Location

Littleton, United States

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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.