Advyzon
Dave is the V.P. of Implementation and Client Success, leading the New Client Onboarding team whose focus is providing a smooth and thoughtful onboarding experience. Client service and the customer experience have played a major role for Dave over the last 20 years. Earlier pure IT roles evolved into supporting the advisor space during 4 years at Morningstar and since September 2015 with the Advyzon family.
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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.