Jeff Wilkinson
Senior Vice President - Business Development at Advyzon Investment Management, Llc. Aim
Based in Boston, United States
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Seniority
Vp
Department
General Business & Management
Location
Boston
Industry
Financial Services
Company size
27
Contact information
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j•••••••@advyzonim.com
Phone
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Background
About Jeff Wilkinson
Experienced Enterprise Sales and Relationship Management professional with a proven track record of driving growth and forging lasting partnerships across the fintech, wealthtech, and financial services industries. I bring a strong network of clients, prospects, vendors, and industry peers — and a passion for helping firms leverage cutting-edge technology to achieve strategic and measurable results.Over the years, I’ve consistently facilitated significant company growth, exceeded annual sales and revenue goals, and delivered value through trusted relationships and tailored technology solutions.My focus is on financial technology sales and business development for organizations across the Wealth Management, Broker-Dealer, RIA, TAMP, Private Banking, Asset Management, and Insurance sectors.Core strengths include-Strategic Sales & Revenue Growth-Client Retention & Relationship Management-Leadership, Consulting & Cross-Team Collaboration-Channel & Partner Development-Marketing Strategy & Brand Alignment-Account Expansion & Client Success
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