Michael Husain Email & Phone Number
@ubs.com
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Who is Michael Husain? Overview
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Michael Husain is listed as Senior Data Client Support Analyst at Addepar, a company with 1278 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Michael Husain.
Michael Husain previously worked as Data Client Support Analyst at Addepar and Client Data Onboarding Specialist at Addepar. Michael Husain holds Bachelor Of Business Administration (Bba), Finance, General from Baruch College, City University Of New York (Cuny).
Email format at Addepar
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AeroLeads found 1 current-domain work email signal for Michael Husain. Compare company email patterns before reaching out.
About Michael Husain
Michael Husain is a Senior Data Client Support Analyst at Addepar. He possess expertise in microsoft office, microsoft excel, public speaking, time management, research and 7 more skills. Colleagues describe him as "I had the opportunity to work in the same team within the financial planning department and he showed a high commitment to all the tasks assigned and he worked effectively with the rest of the team. He is a truly passionate professional and his analytical approach in achieving tasks makes him unique in any role assigned."
Listed skills include Microsoft Office, Microsoft Excel, Public Speaking, Time Management, and 8 others.
Michael Husain's current company
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Michael Husain work experience
A career timeline built from the work history available for this profile.
Data Client Support Analyst
Current
Client Data Onboarding Specialist
Investment Associate
Wealth Management Intern
- Responsible for managing wealth management platform for 80 plus clients which involves but is not limited to gathering clients’ information, inputting data, and other information needed to develop personalized reports
- Assist in executing prospective client outreach
- Perform cost basis evaluations as needed
- Run cash balance reports weekly
Financial Planner Intern
- Assisted the financial planning team by designing the department workflows and procedures (client on-boarding, quarterly review meetings, client tracking system)
- Managing and generating expenses reports based on the data gathered on the company wealth management platform for more than 20 clients
- Assisted insurance team with underwriting for life, disability, LTC, and property and casualty insurance
- Liaise with tax and investment teams to ensure all are up to date on the wealth management platform
- Maintained and managed clients personal files
Private Swimming Instructor
Responsible for planning, coordinating and teaching learn-to-swim and water safety courses
Front Desk Receptionist
Head Lifeguard
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 1278 employees →
Tyler Mcintosh
Colleague at Addepar
Salt Lake City Metropolitan Area, United States, United States
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Eric Marinello, Caia
Colleague at Addepar
Greater Chicago Area, United States, United States
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HP
Harshil Patel
Colleague at Addepar
Pune, Maharashtra, India, India
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JP
Jayesh Patil
Colleague at Addepar
Pune, Maharashtra, India, India
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IK
Ina Kivijarvi
Colleague at Addepar
Salt Lake City, Utah, United States, United States
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RM
Ross Myles
Colleague at Addepar
North Berwick, Scotland, United Kingdom, United Kingdom
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DR
Deepak Rai
Colleague at Addepar
Pune, Maharashtra, India, India
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AC
Andrew Chen
Colleague at Addepar
Seattle, Washington, United States, United States
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SG
Shayna Gaulden
Colleague at Addepar
Greater Sacramento, United States
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OS
Omaira S.
Colleague at Addepar
Salt Lake City Metropolitan Area, United States
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Michael Husain education
Bachelor Of Business Administration (Bba), Finance, General
Associate'S Degree, Mathematics And Computer Science
Frequently asked questions about Michael Husain
Quick answers generated from the profile data available on this page.
What company does Michael Husain work for?
Michael Husain works for Addepar.
What is Michael Husain's role at Addepar?
Michael Husain is listed as Senior Data Client Support Analyst at Addepar.
What is Michael Husain's email address?
AeroLeads has found 1 work email signal at @ubs.com for Michael Husain at Addepar.
Where is Michael Husain based?
Michael Husain is based in New York City Metropolitan Area, United States, United States while working with Addepar.
What companies has Michael Husain worked for?
Michael Husain has worked for Addepar, Wealthedge® Advisors, Ubs, Wealthedge Advisors, and 'Self-Employed'.
Who are Michael Husain's colleagues at Addepar?
Michael Husain's colleagues at Addepar include Tyler Mcintosh, Eric Marinello, Caia, Harshil Patel, Jayesh Patil, and Ina Kivijarvi.
How can I contact Michael Husain?
You can use AeroLeads to view verified contact signals for Michael Husain at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Michael Husain attend?
Michael Husain holds Bachelor Of Business Administration (Bba), Finance, General from Baruch College, City University Of New York (Cuny).
What skills is Michael Husain known for?
Michael Husain is listed with skills including Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Research, Critical Thinking, Event Planning, and Microsoft Word.
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