Kevin Winn Email & Phone Number

Kevin is a Lead Product Manager for Addepar. In this role, he focuses on delivering native rebalancing, trading, and order management to Addepar's suite of solutions.Prior to joining Addepar, Kevin was Chief Information Officer at AdvisorPeak. in this role he focused on implementing and integrating back-office and client facing solutions to provide automated workflows and proactive intelligence covering marketing, sales, service, and relationship management operations. He was also intricately involved in defining the business requirements for AdvisorPeak's next generation solution.Prior to joining AdvisorPeak, Kevin spent over 10 years with RedBlack Software where he held many roles including Director of Support, Director of Sales, and Director of Sales Operations and Consulting. Before RedBlack, Kevin spent several years working for an independent RIA as head trader, where he became keenly aware of all of the minutia and documentation required to remain compliant with SEC regulations as an RIA.Kevin is exceptional at understanding the overall goals of an organization, then implementing specific business processes for each involved department to help achieve those goals.

Listed skills include Salesforce.Com, Customer Experience, Service Management, Customer Satisfaction, and 15 others.