Brooke Greene Email & Phone Number
@addepar.com
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Who is Brooke Greene? Overview
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Brooke Greene is listed as Client Solutions Analyst at Addepar | M.S. Information Systems at Addepar, a with 51 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at addepar.com and a matched LinkedIn profile for Brooke Greene.
Brooke Greene previously worked as Client Solutions Analyst at Addepar and Vice President Finance at Delta Gamma. Brooke Greene holds Master Of Science - Ms, Information Systems from University Of Utah - David Eccles School Of Business.
Email format at Addepar
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AeroLeads found 1 current-domain work email signal for Brooke Greene. Compare company email patterns before reaching out.
About Brooke Greene
I’m currently part of the inaugural cohort in Addepar’s Addegrad rotational program, where I’ve gained expertise in the Addepar platform. In my previous rotation with the Client Support team, I resolved client issues, analyzed data discrepancies, and collaborated with cross-functional teams to ensure client success. I’m currently in a Data Solutions - Performance Analyst role, helping clients integrate their data into the platform and validating it against their legacy systems. I hold a Master’s in Information Systems from the University of Utah, along with undergraduate degrees in Finance and Information Systems. I also have experience in MySQL, PHP, HTML, JavaScript, and Python. I’ve served as Vice President of Finance for the Beta Gamma chapter of Delta Gamma and interned with Crewe Advisors in private wealth management.
Brooke Greene's current company
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Brooke Greene work experience
A career timeline built from the work history available for this profile.
Vice President Finance
Created $1M budget and collected dues from 200 members: responsible for all organizational spending. Managed the continued development of budgeting, financial forecasting, planning, and modeling tools. Worked alongside Service for Sight to fundraise for schools for the visually impaired, vision screen at local schools, and assist in activities at St. Joseph Villa in Salt Lake City.
Private Wealth Management Intern
Worked alongside each team to support firm development and business goals through tasks and projects. Supported investment team with weekly due diligence and investment research, including evaluating investment and portfolio managers, and assistance in onboarding new office located in Scottsdale, AZ. Worked on portfolio management of 25 ultra-high net-worth clients, totaling over $300 million. Developed an individual, 7-week capstone, to revitalize the diligence process for implementing new funds into client portfolios – working alongside the CIO and investment team to implement throughout the firm.
Teaching Assistant
Liaison between professor and students by offering office hours and facilitation of discussion. Provided feedback to improve coding technique and efficiency while managing databases in MySQL.
Executive Assistant
Created media posts and formed 90-day plans for new and upcoming clients. Worked with CEO to initiate new projects and assist in various processes. Established efficient workflow processes, monitored daily productivity, and implemented modifications to improve overall effectiveness of various processes and activities.
Crew Member
Food Service Worker
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 51 employees →
Shawn Gillespie
Colleague at AddeparWest Chester, Pennsylvania, United States
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Stanley Diaz
Colleague at AddeparSan Francisco Bay Area, United States
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Emily W.
Colleague at AddeparNew York, United States
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Stephen O'Loughlin, Cfa
Colleague at AddeparWestwood, Massachusetts, United States
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Zac Manning
Colleague at AddeparSalt Lake City Metropolitan Area, United States
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Jessica Shulman
Colleague at AddeparFort Worth, Texas, United States
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Marek Siupik
Colleague at AddeparAlloa, Scotland, United Kingdom
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Shankar Jadhav
Colleague at AddeparPune, Maharashtra, India
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Sophie Lancaster
Colleague at AddeparUnited Kingdom
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Gareth Delaney
Colleague at AddeparCardiff, Wales, United Kingdom
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Brooke Greene education
Master Of Science - Ms, Information Systems
Undergraduate, Finance & Information Systems
High School Diploma
Frequently asked questions about Brooke Greene
Quick answers generated from the profile data available on this page.
What company does Brooke Greene work for?
Brooke Greene works for Addepar.
What is Brooke Greene's role at Addepar?
Brooke Greene is listed as Client Solutions Analyst at Addepar | M.S. Information Systems at Addepar.
What is Brooke Greene's email address?
AeroLeads has found 1 work email signal at @addepar.com for Brooke Greene at Addepar.
Where is Brooke Greene based?
Brooke Greene is based in Salt Lake City Metropolitan Area, United States while working with Addepar.
What companies has Brooke Greene worked for?
Brooke Greene has worked for Addepar, Delta Gamma, Crewe Advisors, University Of Utah, and Stangland Social Media.
Who are Brooke Greene's colleagues at Addepar?
Brooke Greene's colleagues at Addepar include Shawn Gillespie, Stanley Diaz, Emily W., Stephen O'Loughlin, Cfa, and Zac Manning.
How can I contact Brooke Greene?
You can use AeroLeads to view verified contact signals for Brooke Greene at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Brooke Greene attend?
Brooke Greene holds Master Of Science - Ms, Information Systems from University Of Utah - David Eccles School Of Business.
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