Advyzon
Dirk Pearson's work experience includes:
- Chief Product Officer at Advyzon | yHLsoft, Inc. from April 2019 to present.
- President, Client Services at Advyzon | yHLsoft, Inc. from June 2014 to March 2019.
- Quality Control Lead - Portfolio Management Services at Morningstar from July 2013 to May 2014.
- Data Operations Team Lead - Portfolio Management Services at Morningstar from August 2011 to May 2014.
- Derivatives Trader at Transmarket Group from January 2009 to June 2010.
Dirk Pearson has a Bachelor of Science (BS) degree in Business Management from the University of Wisconsin-Madison, which they obtained between the years 2004 and 2008. Later, between 2014 and 2017, they attended The University of Chicago Booth School of Business and earned a Master of Business Administration (MBA) degree. The field of study for their MBA is not mentioned.
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. 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.