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Jack Hoyt
Vice President at LPL Financial
Professional Background
Jack Hoyt is an accomplished executive renowned for his extensive expertise in compliance, risk, audit, and project management. Over his impressive career, Jack has demonstrated a natural ability for problem-solving and decision-making. He excels in developing innovative solutions that streamline operational processes while effectively mitigating regulatory risks. With a knack for navigating seamlessly among various departments, Jack fosters a collaborative environment that promotes teamwork and cohesion. His comprehensive approach to executive management allows him to lead initiatives that not only enhance performance but also secure substantial results for organizations.
Jack's philosophy revolves around hard work, a positive attitude, meticulous preparation, and effective communication. These core values have been instrumental throughout his career, contributing to his ability to drive success and create a positive organizational culture.
Education and Achievements
Jack's educational background includes a Bachelor of Science degree in Philosophy, Politics, and Economics from Western Washington University. This diverse field of study has equipped him with a solid foundation in critical thinking and analytical skills, which are essential for his roles in compliance and risk management.
In the early phase of his career, Jack began his professional journey at Maersk Group as a Vessel Coordinator, where he gained valuable experience in logistics and coordination. However, it was at LPL Financial where he truly made his mark. Jack's tenure at LPL Financial has been extensive and varied, reflecting his adaptability and readiness to take on increasing responsibility across multiple facets of the organization.
Achievements
- Vice President - Compliance, Legal & Risk: In this role at LPL Financial, Jack is responsible for overseeing compliance strategies that align with regulatory requirements while managing legal risks associated with the organization’s operations. His leadership in this capacity has elevated the company’s ability to navigate complex regulatory environments.
- Formerly Vice President - Product Risk Management: Jack played a critical role in assessing and managing risks associated with product offerings, ensuring that they meet internal standards and regulatory expectations.
- Formerly Vice President - Internal Audit: His experience in this key position allowed him to harness audit strategies that bolstered the integrity and efficiency of LPL Financial's operations.
- Formerly Assistant Vice President: In this role, Jack honed his skills in leadership and strategic planning while assisting senior executives in navigating high-stakes organizational challenges.
- Formerly Director: At this level, Jack contributed significantly to long-term planning and development of policies and procedures that enhance operational resilience.
- Formerly Project Leader: He demonstrated his project management prowess by leading cross-departmental initiatives that improved process performance and cultivated greater collaboration across teams.
Jack Hoyt's professional narrative is one filled with undeniable success and impactful contributions within the financial services industry. His unique combination of strategic acumen, risk assessment expertise, and collaborative leadership style positions him as a significant asset in any organization he associates with.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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