Advyzon
John Owens is currently working at Advyzon as an Account Executive and Business Development Representative, focusing on business development for the company's technology platform for advisors. Prior to this, they worked at Schwab Advisor Services and Schwab Performance Technologies, specializing in advisor services technology sales and sales and relationship management. Their expertise includes technology consulting and sales for comprehensive portfolio management tools. John graduated with a Bachelor's degree in American History from Appalachian State University.
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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.