Please complete the CAPTCHA to continue
@advent.com
✓
1 phone found area 415
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Lupack is listed as Market Data Support Senior Specialist at Advent Software, a company with 1437 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 415, and a matched LinkedIn profile for David Lupack.
David Lupack previously worked as Project Coordinator at Wells Fargo and Grants and Development Associate at Bay Area Legal Aid. David Lupack studied at Boston University.
This section adds company-level context without repeating David Lupack's masked contact details.
AeroLeads found 2 current-domain work email signals for David Lupack. Compare company email patterns before reaching out.
* Financial operations — portfolio services, corporate actions, security pricing and indicative data.* Business analysis — risk assessment, project management, liaison for operations and tech.* Software development — requirement tracking, testing, implementation, training. * Financial software/databases, Salesforce CRM, ICE Data Services, SQL, Bloomberg Terminal, SharePoint, Excel, WordPress.
Listed skills include Corporate Actions, Securities, Settlement, Global Custody, and 43 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
San Francisco Bay Area
Providing client support, research, troubleshooting, testing, and content for:Advent Corporate Actions (and integration with APX and Axys) Hub Market DataIndex DataCompliance Coordinator for 403(b)
Oakland, CA
Compiled reporting data, maintained grant documents, and edited annual report and CBA.Created content inventory of law firm website, edited and added content, improved navigation.
San Francisco, CA - Meriden, CT
Completed full inventory and maintained documents for sales, customers, and financials.Purchased antiquarian books at book fairs and stores for resale on ecommerce sites.
San Francisco, CA
Resolved processing issues for Portfolio Management client as outsourcing middle office.Identified and removed obstacles for Trading and Performance under short deadlines.Validated pricing and indicative data of equities, derivatives, fixed income, and mutual funds.Processed voluntary corporate action instructions and compliance requests from.
New York, NY
Identified processing gaps and wrote BRDs and Change Requests, tracked resulting projects.Created test cases for projects and completed unit, integration, regression, and UAT testing.Wrote user guides and trained staff on new software, enhancements, and procedures. Additional responsibilities and accomplishments:- Evaluated potential impact of all business.
Everett, MA
Processed global voluntary corporate actions incl. takeovers, tender offers, and rights issues.Authorized team's notifications, election instructions, foreign exchanges, and stock claims.
Other employees you can reach at advent.com. View company contacts for 1437 employees →
Patrick Ng
Colleague at Advent Software
Hong Kong SAR, Hong Kong
View →
MS
Mario Stephens
Colleague at Advent Software
Jacksonville, Florida, United States, United States
View →
MT
Mike Tran
Colleague at Advent Software
Oakland, California, United States, United States
View →
NC
Noah C. Strunk, Cfp®
Colleague at Advent Software
Jacksonville, Florida, United States, United States
View →
VS
Velladurai Subbiah
Colleague at Advent Software
Dubai, United Arab Emirates, United Arab Emirates
View →
ED
Elizabeth Donoghue
Colleague at Advent Software
Jacksonville, Florida, United States, United States
View →
KW
Kelli Warner
Colleague at Advent Software
Jacksonville, Florida, United States, United States
View →
SO
Stefan Ornevik, Csm, Pmp
Colleague at Advent Software
Greater Stockholm Metropolitan Area, Sweden
View →
VT
Vimlesh Tiwari
Colleague at Advent Software
South Delhi, Delhi, India, India
View →
SF
Sharon Fong
Colleague at Advent Software
South San Francisco, California, United States, United States
View →
Quick answers generated from the profile data available on this page.
David Lupack works for Advent Software.
David Lupack is listed as Market Data Support Senior Specialist at Advent Software.
AeroLeads has found 2 work email signals at @advent.com for David Lupack at Advent Software.
AeroLeads has found 1 phone signal(s) with area code 415 for David Lupack at Advent Software.
David Lupack is based in San Francisco, California, United States while working with Advent Software.
David Lupack has worked for Advent Software, Wells Fargo, Bay Area Legal Aid, Lupack Rare Books, and Bny Mellon.
David Lupack's colleagues at Advent Software include Patrick Ng, Mario Stephens, Mike Tran, Noah C. Strunk, Cfp®, and Velladurai Subbiah.
You can use AeroLeads to view verified contact signals for David Lupack at Advent Software, including work email, phone, and LinkedIn data when available.
David Lupack studied at Boston University.
David Lupack is listed with skills including Corporate Actions, Securities, Settlement, Global Custody, Fixed Income, Bloomberg, Bloomberg Terminal, and Financial Services.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts