Advyzon | Comprehensive Portfolio Management

Prior to founding Advyzon, Inc. and Advyzon, Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010. Hailin then founded Advyzon, Inc., Advyzon’s parent company, in 2012 to pursue a true all-in-one platform for advisors.

Hailin holds an MBA degree from Northwestern University-Kellogg School of Management and Ph.D. in Physics from State University of New York at Stony Brook. He holds a BS degree in Physics from Peking University, China.

Outside of the office, Hailin enjoys reading history and business books, listening to light or folk music, hiking and playing ping pong.

John is the Chief Revenue Officer at Advyzon, leading the sales & service effort and contributing to development of the Advyzon platform. Prior to working at Advyzon, John spent 12 years at Morningstar, most recently as Product Manager for Morningstar Office. He was the first sales person dedicated to Morningstar Office when it was launched in 2004. After five successful years selling Office and working to develop the system, John managed the growing Office sales team for four years.

John earned a BBA from the University of Iowa with a double major in finance and management information systems. In his spare time, John enjoys spending time with his wife, young family, and dog. He spends most mornings exercising, skis as much as possible each winter, and is an avid follower of Iowa Hawkeye athletics and Chicago professional sports teams.

Dirk is Chief Operating Officer at Advyzon, leading the execution of Advyzon’s platform development roadmap. With now over a decade in the Advisor Technology business, Dirk's expertise ranges across portfolio accounting, billing, integrations, rebalancing and CRM. Prior to Advyzon, He spent 3 years at Morningstar, most recently leading Quality Control of Portfolio Data Management for Office and Direct.

Dirk earned his BS in Applied Economics from the University of Wisconsin-Madison, where he was also a scholarship athlete in soccer. He holds an MBA from the University of Chicago-Booth School of Business. In his free time, Dirk enjoys traveling, golf and family time with his wife and son.

Shane is the Chief Financial Officer at Advyzon. Prior to joining Advyzon, Shane worked as Director of FP&A at Crownpeak, a fintech solution that powers seamless, accessible, and revenue generating digital experiences. He also previously served as an Associate at K1 Investment Management and ShoreView Industries, helping evaluate potential investments as well as working with existing portfolio companies.

Shane earned his BBA in Finance at Loyola Marymount University. He lives in the suburbs of Minneapolis with his fiancée, Bailey, his two dogs, Bossman and Mickey, and his cat, BK. Outside of work he is a huge sports fan and enjoys spending time outdoors with his dogs.

Joe joined the Advyzon team in 2014 with an inquisitive mind and passion for customer service.  With a focus on scalability Joe has played a pivotal role in assisting the Advyzon team to build out the CRM, Integrations, Mobile App and Client Web Portal.  Currently Joe manages the Chicago Office, overseeing a sales team and all aspects of customer service.  Prior to joining Advyzon Joe has spent his entire professional career in Financial Services, including time at H&R Block and Morningstar. 

Joe graduated from Central Michigan University with a B.S.B.A., double majoring in Finance and Investments. He lives in Chicago and is a sports fanatic.  When not a work or a game Joe enjoys traveling working out and spending time with family and friends. 

As Director of Client Success at Advyzon, Ryan is responsible for leading our Client Success team and focused on the well-being of our clients. Ryan joined Advyzon back in 2019 as a Relationship Manager, leveraging his prior experience in a similar role at Black Diamond. Outside the fintech space, he spent time as a licensed rep at both JPMorgan Chase and Charles Schwab.

Ryan earned his BBA from the University of North Florida where he majored in Financial Services and earned university honors. He also holds an MBA from the University of Oregon where he specialized in sports business, finance and entrepreneurship. Ryan lives in the Austin, TX, area with his wife and enjoys spending time with family, traveling and cheering on his Gators and Ducks.

Kelly serves as a Senior Product Owner at Advyzon, developing product strategies and solutions while overseeing the software development for core systems. Drawing from her previous career as a Certified Financial Planner, Kelly brings a distinctive combination of expertise in advisor service and software management to her role.

Beyond her professional pursuits, Kelly enjoys a good thriller novel, trying out a new recipe and traveling.

Ryann Ramos is a Product Owner at Advyzon. With a decade of experience in the trading & rebalancing world, she brings a comprehensive understanding of complex trading cases, an innovative focus on user experiences and proven insights & strategy to the forefront of the Quantum platform. Prior to joining the Advyzon team in 2020, Ryann worked at AdvisorPeak and TradeWarrior on their operations and service efforts.

When she is not dreaming up new features for Advyzon, she enjoys swimming at the local YMCA, attempting a new recipe, or going down a random Wikipedia page rabbit-hole.

As the Product Owner of CRM at Advyzon, Bridget Niemeyer initiates invaluable innovation to the advisor experience. Her background in sales and technology for the last 4 years have brought a renewed focus on user processes and insights needed for impactful client relationships and comprehensive firm management.

Outside of Advyzon, Bridget enjoys spending time with her husband and chasing her toddler around the Chicago lakefront. She is always excited when she finds a new favorite wine or when Ohio State soccer/baseball/sports wins.

With over 12 years in financial software/services, Dave Ott, in his role as Data & Product Operations, excels in problem-solving and is driven by a passion for customer service. An outdoor enthusiast and art lover, Dave finds joy in rock climbing, hiking, and mountain biking. His mechanical inclinations extend to tinkering with old cars and watches. Always committed to customer satisfaction, Dave helps play a role in ensuring our products not only meet but exceed user expectations, reflecting his dedication to exceptional client relations. Being client centric has defined his focus over the last 20+ years of his career.