Advyzon
Michael Williams has extensive work experience in the financial industry. Michael started working at Charles Schwab as a Managing Director in 1993 and held this role until November 2019. At Charles Schwab, they contributed to the company's success for over 26 years. In 2020, Michael joined Advyzon as a Strategic Relationship Manager. Advyzon provides a comprehensive technology solution for financial advisors, including performance reporting, billing, client relationship management, and business intelligence. Michael's role at Advyzon involves helping advisors streamline their operations and grow their businesses.
Michael Williams attended North Carolina State University from 1987 to 1991, where they obtained a Bachelor of Science degree in Economics. Michael also pursued a minor in Industrial Engineering during their time at the university. In addition to their formal education, Michael has pursued various certifications in the financial industry, specifically the Series 63, Series 7, and Series 9/10 certifications offered by FINRA. However, no information regarding the specific dates of obtaining these certifications is provided.
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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.