Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners, managers, and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $4.5T in assets globally, and that number is growing by more than $15B each week. More than 800 of the world’s leading institutional investors, fund managers, family offices, registered investment advisors, and private banks use Addepar today to deliver exceptional value to their business and their clients.

Exchangelodge is a financial technology company focused on improving private markets data quality and streamlining data connectivity.Developed for the private markets industry, Exchangelodge automates inefficient, error-prone manual data processes, and supplies actionable information ready for decision-making. The software powers data workflows by integrating existing systems and cleansing all data for accuracy and completeness with its sophisticated business rules engine. By implementing Exchangelodge’s configurable platform, clients improve data conviction and execute on their business goals with scale and precision. Leading GPs, LPs and service providers are adopting Exchangelodge technology to use their private markets data with confidence. With Exchangelodge, trusted private markets data emerges.

eFront offers comprehensive software solutions for managing alternative investment operations. Hundreds of organizations investing in various alternative asset classes use eFront solutions to manage their investment and fund management businesses.Why eFront?Put simply, eFront offers the industry’s most mature, functionally rich, technically advanced, and integrated alternative investment software solutions. eFront solutions are designed to meet the specific needs of each segment of the alternative investments market, including:+ General Partners+ Limited Partners+ Family Offices, Pension Funds and Sovereign Wealth Funds​+ Fund Administrators+ Fund of Funds

SS&C’s Institutional & Investment Management division provides software and services to investment management firms including hedge funds, fund of funds, private equity funds, insurance companies, wealth managers, private banks, and institutional asset managers. With powerful end-to-end solutions spanning portfolio modeling to investment accounting, SS&C offers unique depth and breadth in its product suite. In addition, SS&C’s trusted hosting and outsourcing services offers unmatched flexibility and scalability for firms of all sizes.In an increasingly global economy, it is important for investment management firms to establish integrated infrastructures and streamline middle-to-back office functions. SS&C Institutional & Investment Management empowers investment managers to maximize operational efficiency and focus on global strategy and growth.

Utilized a consultative approach to execute sales of analytic, trading and risk management software to industry participants in the global OTC markets.Consulted users, influencers and decision makers regarding business and IT requirements from front office (Portfolio Manager, Trader, Analyst) to middle office (Risk Manager, Investor Services, Compliance) to C-Level (CRO, CIO, COO).Clients included Hedge Funds, Asset Managers, Global & Regional Banks, Insurance Co's and Corporates.

Real Estate Brokerage specializing in commercial real estate sales and property management in Northern NJ.

-Independent contractor responsible for generating leads and sales-Direct sales to owners and buyers of investment real estate

-Top grossing Sales Associate-Managed team of rental/sales agents in day to day business-Negotiated complex real estate leases and sales

-Completed extensive security lending activities-Settled daily trades and collateral accounts – domestic and international-Performed daily mark-to-market reconciliation