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Ryann R.

Product Owner, Trading & Rebalancing at Advyzon

Ryann R. has a diverse work experience spanning multiple industries. They started their career as a Supplemental Instructor and Office Administrator/Lab Aide at Weber State University in 2011. In 2014, they transitioned to roles in Sales and Marketing and later became the Technical Support Lead at TradeWarrior, Inc. They then joined Oranj as the Technical Support Manager and later became the Director of Client Services. In 2018, Ryann joined AdvisorPeak, Inc as the VP of Operations, where they managed various aspects of the company including invoicing, vendor relationships, employee engagement, and client service. They also served as the Chief Operating Officer, overseeing operations, project management, and client services. Most recently, Ryann has been working at Advyzon | yHLsoft, Inc. as a Client Relationship Manager, Senior Relationship Manager, and currently as a Product Manager, Trading & Rebalancing.

Ryann R. pursued their education at Weber State University, where they obtained a Bachelor of Science (BS) degree in Technical Sales from 2010 to 2014. Following this, they decided to further enhance their academic qualifications and completed a Masters of Professional Communication in Organizational Leadership from Weber State University, which spanned from 2017 to 2019.

Location

Chicago, United States

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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.


Employees

11-50

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