Jasmine Sharma
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Jasmine Sharma Email & Phone Number

Client Success Manager at Addepar
Location: Newport Beach, California, United States 7 work roles 2 schools
1 work email found @addepar.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@addepar.com
LinkedIn Profile matched
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Current company
Role
Client Success Manager
Location
Newport Beach, California, United States
Company size

Who is Jasmine Sharma? Overview

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Quick answer

Jasmine Sharma is listed as Client Success Manager at Addepar, a company with 51 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at addepar.com and a matched LinkedIn profile for Jasmine Sharma.

Jasmine Sharma previously worked as Officer, Client Advisor at Whittier Trust Company and Client Advisory Associate at Whittier Trust Company. Jasmine Sharma holds Bachelor Of Science (B.S.), Finance from San José State University.

Company email context

Email format at Addepar

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{first}.{last}@addepar.com
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AeroLeads found 1 current-domain work email signal for Jasmine Sharma. Compare company email patterns before reaching out.

Profile bio

About Jasmine Sharma

Jasmine Sharma is a Client Success Manager at Addepar.

Current workplace

Jasmine Sharma's current company

Company context helps verify the profile and gives searchers a useful next step.

Addepar
Addepar
Client Success Manager
1215 Terra Bella Ave Mountain View, CA 94043 United States
Website
Employees
51
AeroLeads page
7 roles

Jasmine Sharma work experience

A career timeline built from the work history available for this profile.

Client Success Manager

Current

New York, New York, US

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Our best-in-class platform brings visibility to a traditional opaque investment ecosystem, delivering a tailored, cohesive and timely view of even the largest, most complex portfolios. We empower smarter.

Apr 2022 - Present

Officer, Client Advisor

Pasadena, CA, US

Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Newport Beach, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to.

Jun 2021 - Apr 2022

Assistant Vice President, Client Sales & Service Officer

US

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services.

Sep 2016 - Mar 2019

Sales Support Associate

Charlotte, NC, US

Drove customer experience and operational execution by serving as a liaison and ensuring integration between 13 sales office employees, regional leadership, and 9 financial centers within the San Diego Market.

Sep 2015 - Sep 2016

Relationship Manager

Charlotte, NC, US

Dec 2012 - Sep 2015
Team & coworkers

Colleagues at Addepar

Other employees you can reach at addepar.com. View company contacts for 51 employees →

2 education records

Jasmine Sharma education

Bachelor Of Science (B.S.), Finance

San José State University

Financial Planning And Services, Cannon Trust Schools I, Ii, And Iii

Cannon Financial Institute
FAQ

Frequently asked questions about Jasmine Sharma

Quick answers generated from the profile data available on this page.

What company does Jasmine Sharma work for?

Jasmine Sharma works for Addepar.

What is Jasmine Sharma's role at Addepar?

Jasmine Sharma is listed as Client Success Manager at Addepar.

What is Jasmine Sharma's email address?

AeroLeads has found 1 work email signal at @addepar.com for Jasmine Sharma at Addepar.

Where is Jasmine Sharma based?

Jasmine Sharma is based in Newport Beach, California, United States while working with Addepar.

What companies has Jasmine Sharma worked for?

Jasmine Sharma has worked for Addepar, Whittier Trust Company, U.S. Trust, and Bank Of America.

Who are Jasmine Sharma's colleagues at Addepar?

Jasmine Sharma's colleagues at Addepar include Alex Watkins, Lauren Rodriguez-Draper, Emilio Giovanetti, Ilija Burojevic, and Campbell Streator.

How can I contact Jasmine Sharma?

You can use AeroLeads to view verified contact signals for Jasmine Sharma at Addepar, including work email, phone, and LinkedIn data when available.

What schools did Jasmine Sharma attend?

Jasmine Sharma holds Bachelor Of Science (B.S.), Finance from San José State University.

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