Advyzon Appoints Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales
Position
President
Company
Advyzon
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintechDescription
Advyzon announces the appointment of Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales, aimed at bolstering its executive team to cater to the growing needs of advisors and their clients.
Quick answer
Advyzon Appoints Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales (March 5, 2024). Advyzon is based in United States.
- Who is the new President at Advyzon?
- Advyzon named Kartik Srinivasan President, announced March 5, 2024.
- What did Advyzon announce on March 5, 2024?
- Advyzon announces the appointment of Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales, aimed at bolstering its executive team to cater to the growing needs of advisors and their clients.
- What does Advyzon do?
- Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers.
- Where is Advyzon based?
- Advyzon is based in United States.
- Which similar companies made leadership changes around the same time?
- Mastercard (January 24, 2024), ACI Worldwide (February 29, 2024), ClearBank (February 29, 2024) and AnalytixInsight (March 11, 2024) also announced leadership changes within 45 days of Advyzon.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Mastercard appoints Dheeraj Raina as new VP, head of integrated marketing and communications for SEA (January 24, 2024)
- ACI Worldwide Appoints Katrinka McCallum and Juan Benitez as Independent Directors (February 29, 2024)
- ClearBank Appoints Emma Hagan as CEO of ClearBank UK (February 29, 2024)
- AnalytixInsight Appoints Jonathan Dwek as Chief Financial Officer (March 11, 2024)
- Dash Solutions Appoints Tan Truong as Chief Technology Officer (March 13, 2024)
- LPL Financial LLC Hires Christa Carone as Executive Vice President and Chief Marketing and Communication Officer (March 18, 2024)
Who to call at Advyzon, and when
A new leader at Advyzon brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Advyzon raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Advyzon, from your own LinkedIn network
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Advyzon changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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