Jeffrey Schmidt

Jeffrey Schmidt is a Client Success Manager at Advyzon, where responsibilities include mastering a comprehensive CRM, Billing, Reporting, and Rebalancer platform, as well as assisting financial advisors and startups in optimizing tool usage. Prior experience includes serving as a Junior Client Relationship Manager at Zack Investment Research, where client management and training were key duties, and earlier roles in customer service and operations at Lowes Home Improvement and Kohl's Department Stores. Jeffrey Schmidt holds a Bachelor's Degree in Finance with a minor in Philosophy from Iowa State University.