Meriam Kara

FinTech Professional - Advyzon

Role: Manager Client Success at Advyzon
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Manager Client Success
Advyzon
Jan 2025 — Present · Chicago, IL, US

Education

Washington State University - Carson College of Business
BA

Skills

Functional Testing
Process Improvement
Customer Service
Trading Software
Unified Managed Accounts
Microsoft Excel
Portfolio Management
Finance
Rebalancing
Financial Analysis
Investment Portfolio Design
Regression Testing
Management
Microsoft Office
Fixed Income
Trading
Crystal Reports
Relationship Management
Securities
Financial Reporting
Investments
Training
Account Management
User Acceptance Testing
Compliance
Equity Trading
Trading Systems
Mutual Funds
Risk Management

Contact information

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Work email
m••••••••@advyzon.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••82

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Current company

Advyzon

Financial Services · 132 employees · Chicago, Illinois, United States

In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences. Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy

advyzon.com

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Experience

Manager Client Success

Education

Washington State University - Carson College of Business

Skills

Find verified contacts for anyone on LinkedIn