Advyzon
Kelly Fitzpatrick, CFP®, has a diverse work experience in the financial industry. Starting in 2012, Kelly worked as an ABS Capital Markets Intern at CRT Capital Group. In 2013, Kelly joined GCG Financial, LLC as a Financial Planner and stayed in this role until 2017. During this time, Kelly gained valuable experience in financial planning. In 2017, Kelly transitioned to Advyzon and held various roles including Senior Relationship Manager and Head of Client Services. In 2021, Kelly became a Product Manager, specializing in Reporting Solutions. Currently, Kelly holds the position of Senior Product Owner at Advyzon. Throughout Kelly's career, they have consistently displayed expertise and dedication to the financial industry.
Kelly Fitzpatrick, CFP®, obtained a Bachelor's degree in Financial Planning and Services from the University of Illinois Urbana-Champaign, where they studied from 2009 to 2013. In addition to their degree, they have obtained several certifications. In August 2013, they obtained the Life & Health Insurance certification from the State of Illinois, as well as the Series 66 certification from FINRA. In the same month, they also obtained the Series 7 certification from FINRA. Furthermore, in March 2015, they obtained the CERTIFIED FINANCIAL PLANNER™ certification, although the institution where they obtained this certification is not specified.
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.