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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

John Mackowiak
CRO at Advyzon
Speaker

Profile

John is the Chief Revenue Officer at Advyzon, leading the sales 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. 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.

Agenda Sessions

  • Beyond the Plan: Elevating Advisor Impact with Targeted Technology

    4:10pm