Mirador is now part of iCapital

Mirador was acquired by iCapital

• Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom… Show more • Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom attributes to highlight all investment activity.• Built and maintained multiple client’s Addepar instances which include: following a customized ownership structure from scratch, linking online accounts, creating offline alternative investment positions, and setting up portals to retrieve fund documents directly from the fund. • Took initiative to train and delegate tasks amongst the analysts on my team to promote collaboration and enhance efficiencies in the office. Show less

• Received 30+ calls a day from clients seeking help with their Fidelity online account• Performed account maintenance on real-time phone calls, while providing professional customer service• Analyzed and modified the clients profile restrictions to enforce top level client account and identity protection