Advyzon
Paul W. Yeh has extensive work experience in the financial industry. Paul W. is currently the Vice President and Head of Data Analytics & Integrations at Advyzon | yHLsoft, Inc. Paul W. joined this company in March 2021.
Before that, Paul worked at Cetera Financial Group from April 2017 to April 2020 as the Director of Corporate Strategy.
Prior to their time at Cetera Financial Group, Paul was employed at LPL Financial starting from December 2007. At LPL Financial, they held several roles including Sr. Product Manager from March 2015 to March 2017, Internal Advisory Consultant from March 2012 to March 2015, and Broker/Dealer Service & Operations from December 2007 to March 2012.
Paul W. Yeh obtained a Bachelor of Science (B.Sc.) degree in Cell Biology and Biochemistry from UC San Diego. Additionally, they have obtained several professional certificates including a Professional Certificate in Finance & Capital Markets, a Professional Certificate in Operations, a Professional Certificate in Portfolio Management, and a Professional Certificate in Wealth Management. Paul W. has also obtained certifications such as the Series 24 - General Securities Principal, the Series 66 - Uniform Combined State Law Examination (NASAA), and the Series 7 - General Securities Representative. However, no specific information about the years or months of obtaining the additional certifications is provided.
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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. 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.