Advyzon
Joe joined the Advyzon team in 2014 with an inquisitive mind and passion for customer service. With a focus on scalability Joe has played a pivotal role in assisting the Advyzon team to build out the CRM, Integrations, Mobile App and Client Web Portal. Currently Joe manages the Chicago Office, overseeing a sales team and all aspects of customer service. Prior to joining Advyzon Joe has spent his entire professional career in Financial Services, including time at H&R Block and Morningstar.
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.