Senior Partner Program Manager | Consultants
Current
Feb 2024 - Present
AeroLeads people directory · profile
Jon Perkins Email & Phone Number
Partnerships at Addepar
at
Addepar
1 work email found
@addepar.com
3 phones found area 312
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partnerships at Addepar
Location
Austin, Texas, United States
Company size
Who is Jon Perkins? Overview
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Quick answer
Jon Perkins is listed as Partnerships at Addepar at Addepar, a with 51 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at addepar.com, phone signal with area code 312, and a matched LinkedIn profile for Jon Perkins.
Jon Perkins previously worked as Senior Partner Program Manager | Consultants at Addepar and Data Partnerships Relationship Manager at Addepar. Jon Perkins holds Bba, Economics from Quinlan School Of Business, Loyola University Chicago.
Company email context
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{first}.{last}@addepar.com
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Profile bio
About Jon Perkins
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.
Listed skills include Financial Analysis, Customer Service, Leadership, Management, and 33 others.
Current workplace
Jon Perkins's current company
Company context helps verify the profile and gives searchers a useful next step.
Addepar
12 roles · 15 years
Jon Perkins work experience
A career timeline built from the work history available for this profile.
Data Partnerships Relationship Manager
Oct 2022 - Jan 2024
Senior Vice President Business Development
As 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.
2022 - 2022
Director, Financial Advisor Strategy
As 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.
2021 - 2022
~1 yr
Vice President | Platform Strategy
As 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.
2018 - 2021
~3 yrs
Sales Director
Oranj
As 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.
2017 - 2018
~1 yr
Avp, National Ria Business Development Director
As 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.
2016 - 2017
~1 yr
Avp, Institutional Business Development Regional Director
2015 - 2016
~1 yr
Regional Consultant
2014 - 2015
~1 yr
Signature Services Associate
2013 - 2014
~1 yr
Client Services Representative
2013 - 2013
Operations Associate
2012 - 2013
~1 yr
Team & coworkers
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 51 employees →
WP
Win Preechawutthidech
Colleague at AddeparSeattle, Washington, United States
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AL
Alexander Lim
Colleague at AddeparUnited States
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BL
Barbara Larsen
Colleague at AddeparSalt Lake City, Utah, United States
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OT
Olumayowa Tayo Msc, Bsc
Colleague at AddeparUnited Kingdom
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MZ
Melissa Zwickel
Colleague at AddeparStamford, Connecticut, United States
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KL
Katherine Leptos
Colleague at AddeparGreater London, England, United Kingdom
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SD
Samantha Denoncour, Mba
Colleague at AddeparNew York City Metropolitan Area, United States
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FZ
Frank Zuroski
Colleague at AddeparNew York, United States
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NS
Neelam S.
Colleague at AddeparIndia
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JH
Justin Han
Colleague at AddeparNew York, United States
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Win Preechawutthidech
Colleague at AddeparSeattle, Washington, United States
View →
AL
Alexander Lim
Colleague at AddeparUnited States
View →
BL
Barbara Larsen
Colleague at AddeparSalt Lake City, Utah, United States
View →
OT
Olumayowa Tayo Msc, Bsc
Colleague at AddeparUnited Kingdom
View →
MZ
Melissa Zwickel
Colleague at AddeparStamford, Connecticut, United States
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KL
Katherine Leptos
Colleague at AddeparGreater London, England, United Kingdom
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SD
Samantha Denoncour, Mba
Colleague at AddeparNew York City Metropolitan Area, United States
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FZ
Frank Zuroski
Colleague at AddeparNew York, United States
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NS
Neelam S.
Colleague at AddeparIndia
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JH
Justin Han
Colleague at AddeparNew York, United States
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1 education record
Jon Perkins education
-
Quinlan School Of Business, Loyola University Chicago
FAQ
Frequently asked questions about Jon Perkins
Quick answers generated from the profile data available on this page.
What company does Jon Perkins work for?
Jon Perkins works for Addepar.
What is Jon Perkins's role at Addepar?
Jon Perkins is listed as Partnerships at Addepar at Addepar.
What is Jon Perkins's email address?
AeroLeads has found 1 work email signal at @addepar.com for Jon Perkins at Addepar.
What is Jon Perkins's phone number?
AeroLeads has found 3 phone signal(s) with area code 312 for Jon Perkins at Addepar.
Where is Jon Perkins based?
Jon Perkins is based in Austin, Texas, United States while working with Addepar.
What companies has Jon Perkins worked for?
Jon Perkins has worked for Addepar, Supernova Technology™, Credible, Bny Mellon | Pershing, and Oranj.
Who are Jon Perkins's colleagues at Addepar?
Jon Perkins's colleagues at Addepar include Win Preechawutthidech, Alexander Lim, Barbara Larsen, Olumayowa Tayo Msc, Bsc, and Melissa Zwickel.
How can I contact Jon Perkins?
You can use AeroLeads to view verified contact signals for Jon Perkins at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Jon Perkins attend?
Jon Perkins holds Bba, Economics from Quinlan School Of Business, Loyola University Chicago.
What skills is Jon Perkins known for?
Jon Perkins is listed with skills including Financial Analysis, Customer Service, Leadership, Management, Financial Services, Portfolio Management, Finance, and Outlook.
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