Advyzon
Rob Lane has a diverse work experience spanning several industries. Rob currently holds the position of Vice President of Business Development at Advyzon, where they have been employed since October 2022. Prior to this role, they served as an Account Executive at Advyzon from April 2021 to October 2022.
Before joining Advyzon, Rob worked at Envestnet | Tamarac, where they held the role of Business Development Associate from January 2020 to March 2021. Rob also served as a Sales Specialist at the company from June 2016 to January 2020.
Rob's earlier experiences include working as a Manager at Washington Athletics, LLC from July 2016 to August 2018, as a Sales Team Leader at AroundCampus Group in August 2015, and as the Vice President of Student Life and Facilities at Associated Students of Central Washington University Student Government from June 2014 to June 2015. Rob also worked as an Accounting Clerk at Associated Students of Central Washington University Student Government from January 2013 to June 2014.
Rob Lane obtained their Bachelor's Degree in Accounting and Marketing with a minor in Economics from Central Washington University, where they studied from 2011 to 2016. Additionally, they have obtained several certifications, including Sales Enablement Certified from HubSpot in February 2021, Email Marketing Certified from HubSpot Academy in October 2020, TechSmith Camtasia 2020 Voyager from TechSmith Corporation in October 2020, TechSmith Camtasia 2020 Explorer from TechSmith Corporation in September 2020, and Sales Management Certification from HubSpot Academy in March 2021.
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.