Michael Husain
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Michael Husain Email & Phone Number

Senior Data Client Support Analyst at Addepar
Location: New York City Metropolitan Area, United States, United States 9 work roles 2 schools
1 work email found @ubs.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Data Client Support Analyst
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Michael Husain? Overview

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Quick answer

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).

Company email context

Email format at Addepar

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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Michael Husain. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Michael Husain's current company

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

Addepar
Addepar
Senior Data Client Support Analyst
New York, United States
Website
Employees
1278
AeroLeads page
9 roles

Michael Husain work experience

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

Senior Data Client Support Analyst

New York, United States

Data Client Support Analyst

Current

New York City Metropolitan Area

Sep 2023 - Present

Client Data Onboarding Specialist

New York City Metropolitan Area

Nov 2021 - Sep 2023

Wealth Management Intern

Ubs

Greater New York City Area

  • 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
Jun 2017 - Apr 2018

Financial Planner Intern

Greater New York City Area

  • 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
Mar 2015 - Jun 2017

Private Swimming Instructor

'Self-Employed'

Responsible for planning, coordinating and teaching learn-to-swim and water safety courses

Jun 2014 - May 2017
Team & coworkers

Colleagues at Addepar

Other employees you can reach at addepar.com. View company contacts for 1278 employees →

2 education records

Michael Husain education

FAQ

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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