Experience

Advyzon

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Key Accounts

  • Apr 2022 - Present

  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 advisor's 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 its 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.



Riskalyze

• United States
• Internet Publishing
• 1 - 100 Employee

• Account Executive

  • Dec 2014 - Apr 2022

  Named by Fast Company Magazine as one of the Ten Most Innovative Companies in Finance and recently named Morningstar Advisor's Best Client-Facing Technology, Riskalyze aligns the world’s investments with investor risk tolerance. In a nutshell...If you don't know about Riskalyze, I'm not doing my job. Learn more at www.riskalyze.com. Named by Fast Company Magazine as one of the Ten Most Innovative Companies in Finance and recently named Morningstar Advisor's Best Client-Facing Technology, Riskalyze aligns the world’s investments with investor risk tolerance. In a nutshell...If you don't know about Riskalyze, I'm not doing my job. Learn more at www.riskalyze.com.



Gold Country Media

• Advertising Independent Contractor

  • Jun 2013 - Oct 2014

  A publication focused on arts, theatre, music and events in the Auburn, Grass Valley and Nevada City area called Foothills Entertainer. A publication focused on arts, theatre, music and events in the Auburn, Grass Valley and Nevada City area called Foothills Entertainer.



Biotechnology Calendar, Inc.

• United States
• Research Services
• 1 - 100 Employee

• Business Development and Event Manager

  • 2008 - 2013

  Biotechnology Calendar, Inc. is the industry leader in connecting scientific suppliers with scientific researchers at academic institutions, with 18 years experience in providing on-campus laboratory trade shows nationwide. These events offer excellent opportunities to meet top academic researchers at the best research institutions across the country. Biotechnology Calendar, Inc. is the industry leader in connecting scientific suppliers with scientific researchers at academic institutions, with 18 years experience in providing on-campus laboratory trade shows nationwide. These events offer excellent opportunities to meet top academic researchers at the best research institutions across the country.



The Union Newspaper

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Advertising Consultant

  • Nov 2005 - Mar 2008