| Name | Title | Contact Details |
|---|---|---|
Melisa Cook |
Chief People Officer | Profile |
Mark Freudenthal |
Chief Financial Officer | Profile |
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.
Since 1820 Swedbank has been the bank for the many households and businesses. We are a modern financial services platform focused on customer satisfaction. Our goal is to encourage people to save for a better future and we aim to help people, businesses and society to grow by promoting a healthy and sustainable economy. As an equal opportunity employer we believe that diversity and equality help us to grow and achieve our goals. We encourage a culture built on trust, respect and our values - open, simple and caring. With 7.4 million private customers and more than 600,000 corporate and organisational customers we have a leading position in our home markets of Sweden, Estonia, Latvia and Lithuania. That position also enables us to offer our employees great opportunities to grow and develop. Working here is about creating value for our customers, our colleagues and society. Inspiring and learning from one another is what moves us forward and by working together we make a difference.
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