Advyzon
John Owens has a diverse work experience in the financial services industry. John currently works as a Business Development Representative at Advyzon | yHLsoft, Inc. since April 2020. Prior to this, they worked at Schwab Advisor Services as an Advisor Services Technology Sales representative from January 2018 to May 2019. In this role, they provided technology consulting to advisor clients, helping them develop comprehensive technology strategies to support their growth. Before joining Schwab Advisor Services, John worked at Schwab Performance Technologies from November 2001 to January 2018. Here, they were responsible for sales and relationship management in the Eastern US regions, selling portfolio management tools to the RIA channel. John consistently exceeded targets and expanded opportunities by collaborating with partners both inside and outside of the Schwab organization.
John Owens attended Appalachian State University, where they pursued a Bachelor's degree in American History (United States). No specific start or end year information is available.
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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.