[ad_1]
Charles Schwab veteran Kartik Srinivasan has joined advisor service know-how platform agency Advyzon as president of its newly fashioned enterprise unit, Advyzon Institutional, efficient final month.
Srinivasan served over seven years in tech positions at Schwab till December, most just lately as managing director, digital advisor options. He beforehand labored for greater than 12 years at Morningstar.
Srinivasan performed a key position in advancing Charles Schwab’s digital experiences for unbiased advisors and within the TD Ameritrade/Charles Schwab broker-dealer integration, in accordance with his LinkedIn profile.
At Advyzon, Srinivasan will concentrate on growing product and repair choices to cater to the rising wants of advisors serving extra advanced purchasers.
“I’m so excited to hitch Advyzon and convey my twenty years of expertise serving unbiased advisors and serving to them develop their companies profitably,” he mentioned.
[ad_2]
