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Advyzon Investment Management Appoints Scott Smith As Chief Revenue Officer (CRO)

PRIVATEJun 04, 2024•about 2 years ago

Position

Chief Revenue Officer

Company

Advyzon

Scott Smith
ChicagoFinancial ServicesSoftwareArtificial IntelligenceFinanceFintech

Description

Advyzon Investment Management (AIM) has announced the hiring of Scott Smith as Chief Revenue Officer (CRO). Smith, an accomplished executive in the financial services industry with over 20 years of experience, will oversee sales, marketing, pricing, and revenue management, focusing on continued growth and success of AIM.

Company Information

Company

Advyzon

Location

Chicago, Illinois, United States

About

Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. The company has recently announced key enhancements to its next-generation platform, including new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations.

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