Jon Perkins Email and Phone Number
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I'm a financial services professional with experience in technology consulting, client relationship management, sales and program management across leading financial institutions. As a Senior Program Manager on Addepar's Partnerships team, I drive program innovation and strengthen relationships within our custody, consulting and services partner ecosystems. Working across internal teams to align strategic initiatives with critical partners, ensuring Addepar thrives alongside our clients and partners.Previously, as Senior Vice President of Business Development at Supernova Technology, I excelled in building relationships, overseeing complex sales cycles, and delivering industry-specific best practices, contributing to successful Securities-Backed Lending (SBL) program implementations.As Director of Financial Advisor Strategy at Credible, I spearheaded cross-functional efforts, identified potential partners, and defined key deliverables to drive channel growth and meet partners' strategic goals with scalable solutions.In my role as Vice President of Platform Strategy at BNY Mellon | Pershing, I collaborated with growth clients to develop scalable solutions aligned with strategic goals. I led cross-functional teams, drove API capabilities, and implemented technology tracking solutions, resulting in improved client relationships and operational efficiencies.Passionate about leveraging technology to drive business growth and deliver exceptional value to clients. Thrive in dynamic environments requiring strategic thinking, collaboration, and innovation to achieve business objectives.
Addepar
View- Website:
- addepar.com
- Employees:
- 51
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Senior Partner Program Manager | ConsultantsAddepar Feb 2024 - PresentNew York, New York, Us
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Data Partnerships Relationship ManagerAddepar Oct 2022 - Jan 2024New York, New York, Us
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Senior Vice President Business DevelopmentSupernova Technology™ 2022 - 2022Chicago, Illinois, UsAs Senior Vice President of Business Development, I excelled in building, expanding, and nurturing relationships with C-suite and technical executives. My role included overseeing complex multi-phased sales cycles, ensuring the attainment of revenue and strategic quotas. Additionally, I played a crucial role in delivering industry-specific best practices tailored to the unique needs of organizations and business lines, thus contributing to the successful implementation of Securities-Backed Lending (SBL) programs at client and lending partner firms. -
Director, Financial Advisor StrategyCredible 2021 - 2022Durham, North Carolina, UsAs Director of Financial Advisor Strategy, I spearheaded cross-functional efforts to develop and oversee new channel goals and key initiatives. My leadership drove channel growth through the identification of potential partners, aligning Credible's value proposition, and defining key deliverables that effectively met our partners' strategic goals with scalable solutions. -
Vice President | Platform StrategyBny Mellon | Pershing 2018 - 2021Jersey City, New Jersey, UsAs a Technology Consultant at Pershing, I engaged with growth clients to gain insights into their business model and processes, enabling the development of scalable solutions that aligned with their strategic goals. My role extended to supporting Business Development by showcasing how Pershing could enhance their technology strategy throughout the relationship life cycle. I collaborated closely with Product Development and Strategy teams, guiding integration and development efforts. Additionally, I played a pivotal role in implementing and promoting a comprehensive client technology tracking solution within our CRM, resulting in improved client relationships and integration efforts. Furthermore, I worked in partnership with key clients to build API capabilities and leverage third-party technologies, leading to enhanced efficiency, automation, and streamlined workflows for a superior client experience. -
Sales DirectorOranj 2017 - 2018As a Sales Director at Oranj, I was responsible for creating, implementing and communicating technology solutions from Oranj within the marketplace. In addition to helping clients solve for existing issues and achieve business goals, I worked with marketing to help educate the marketplace on Oranj as a technology provider and business partner.
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Avp, National Ria Business Development DirectorEnvestnet, Inc 2016 - 2017Berwyn, Pennsylvania, UsAs an Assistant Vice President and Business Development Director, I successfully generated $4 million in year-over-year revenue by fostering relationships and leveraging strong sales skills across a diverse portfolio of 400+ firms nationwide. My consultative sales approach across RIA, Turn Key Asset Management Provider, and custodial channels effectively addressed unique growth challenges, ultimately strengthening our value proposition in the market. -
Avp, Institutional Business Development Regional DirectorEnvestnet, Inc 2015 - 2016Berwyn, Pennsylvania, Us
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Regional ConsultantEnvestnet, Inc 2014 - 2015Berwyn, Pennsylvania, Us
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Signature Services AssociateEnvestnet, Inc 2013 - 2014Berwyn, Pennsylvania, Us
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Client Services RepresentativeEnvestnet, Inc 2013 - 2013Berwyn, Pennsylvania, Us
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Operations AssociateEnvestnet, Inc 2012 - 2013Berwyn, Pennsylvania, Us
Jon Perkins Skills
Jon Perkins Education Details
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Quinlan School Of Business, Loyola University ChicagoEconomics
Frequently Asked Questions about Jon Perkins
What company does Jon Perkins work for?
Jon Perkins works for Addepar
What is Jon Perkins's role at the current company?
Jon Perkins's current role is Partnerships at Addepar.
What is Jon Perkins's email address?
Jon Perkins's email address is jp****@****ing.com
What is Jon Perkins's direct phone number?
Jon Perkins's direct phone number is +131263*****
What schools did Jon Perkins attend?
Jon Perkins attended Quinlan School Of Business, Loyola University Chicago.
What are some of Jon Perkins's interests?
Jon Perkins has interest in Motorcycling, Technology, Outdoors, Fintech, Analytics, Finance, World Economics.
What skills is Jon Perkins known for?
Jon Perkins has skills like Financial Analysis, Customer Service, Leadership, Management, Financial Services, Portfolio Management, Finance, Outlook, Mutual Funds, Investments, Sales, Wealth Management.
Who are Jon Perkins's colleagues?
Jon Perkins's colleagues are Wes Augur, Mahesh Kumbhar, Kien Yih, Daniela Fajardo Londoño, Heidi Clawson, Vishaal Agartha, Abaji Wable.
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