Advyzon
Kevin Hopkins has extensive experience in client relationship management and technical support within the financial services sector. Currently serving as a Client Relationship Manager at Advyzon since March 2022, Kevin previously held roles at Adhesion Wealth as a Portfolio Operations Specialist and at Envestnet | Tamarac as a Relationship Specialist. A significant portion of Kevin's career was spent at Charles Schwab, from November 1999 to July 2019, where Kevin held various positions including Advisor Services Technology Specialist focusing on relationship management and business development, Technical Client Services Representative resolving technical issues, and Technical Support Specialist/Conversion Specialist involved in data conversion projects. Throughout the career, Kevin has maintained strong client relationships and contributed to client satisfaction through effective problem-solving and communication.
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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.