Matt Braatz

Senior Vice President Business Development @Advyzon

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2015 — Present

Senior Vice President Business Development @Advyzon

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Chicago, IL, US

Advyzon is an intuitive cloud-based platform that combines portfolio management, customizable performance reporting, client web portals, client relationship management (CRM), client billing and document storage. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. With decades of experience serving financial advisors, we are a team of entrepreneurs committed to continuous innovation and providing superior value and support to our clients. Visit us at

EDUCATION

1994 — 1998

Valparaiso University

BS, Finance and Financial Management Services

SKILLS

Asset ManagmentInvestment StrategiesAlternative InvestmentsAsset ManagementBusiness DevelopmentWealth ManagementInvestment ManagementInvestment AdvisorySeries 7SalesFinancial PlanningSeries 63Portfolio ManagementEquitiesFinanceFinancial ServicesCrmMutual FundsAsset AllocationInvestmentsRelationship ManagementStrategyHedge FundsFinancial MarketsPerformance Reporting

ABOUT MATT BRAATZ

Senior Vice President of Business Development at Advyzon

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