Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $6T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

Project Leader & Relationship Manager at a leading Salesforce & Microsoft Applications Partner. Responsibilities included:• Delivering major Business Impact projects in Financial Services, Health Care, and Retail/Marketing focused on increased Sales Efficiency & Effectiveness• End to end Project ownership of complex Salesforce & Microsoft implementations working with a variety of in-house/partner/client resources and responsible for the full project life cycle (requirements, design, planning, implementation, and ongoing support)• Executive/Stakeholder relationship management communicating at the appropriate levels with the various team members to demonstrate Subject Matter expertise, technical expertise, and strong communications/transparency• Multi-million dollar budget and revenue target responsibilities

Project & team management focused on delivering a roadmap of Sales & Marketing & Client Service effectiveness improvements and integrations in support of over 550 global users in the Asset Management/Wealth Management areas. Related responsibilities included the design, implementation, and migration from the Access Data Salesreporting platform to the DST Salesconnect reporting platform. Qlik/Cognos/Business Objects Visualization prototypes and vendor comparison to define the next generation of Analytics for the firm and to begin to turn “data into insight”. Brought Saleforce.com into an Agile framework to add transparency and enable roadmap/capacity planning and to provide the firm with a realistic foundation for prioritization and delivery.

Focused on a rebuild of the Sales and Marketing operations/technology infrastructure including putting the first CRM/SFA and eMarketing systems in place (SalesForce.com & Eloqua – that later became the global standard with over 700 financial services sales teams/asset managers/wealth managers in 25 countries). This effectively modernized the operational process to support a growing sales and marketing force, supported new product launches, larger volumes of business, and more effective back-office/front office interactions (where communications delays were having multi-Million dollar impacts). Additional responsibilities included design/build/support of the Americas Websites and the design/build/support of the DST based Sales Reporting system (with Predictive Analytics integrated to Salesforce and Eloqua). During that period, assets under management almost doubled to $447 Billion.

Responsibilities included implementing a revenue planning and resource management process resulting in a significant immediate revenue influx as numerous open engagements, pre-paid services & training, and short term up-sells were identified and delivered. Additional efforts included the creation of a scalable and repeatable implementation methodology and the creation of Pragmatech’s first Packaged Services offering, this resulted in an average deal size increase and represented over 30% of services revenue in the first quarter they were in place.

Responsible for building Eyretel North America’s Services organization including Professional Services, Customer Support, and Education.

Founding member of a startup Internet infrastructure provider focused on delivering Web & Applications Hosting, Storage Hosting, Co-Location, and Managed Services to regional mid-market companies in technically underserved cities (with New Haven CT as the initial location with Providence RI and Pittsburgh PA as second round sites).

Recruited pre-IPO to increase sales/pre-sales organization success through use of process and technology including the successful implementation of the companies first sales process and rollout of a CRM/SFA system, hands-on development and implementation of the companies first and second generation multi-tier Oracle based demo’s showcasing vertical functionality and new product features. Took part in successful IPO and worked through five quarters of 100%+ attainment of corporate quota and growth targets.

Recruited Pre-IPO and promoted to regional manager position responsible for hiring and training Application Consultants for Eastern United States and Canada. Responsibilities included area resource allocation and technical sales strategy development, direct involvement with C-level selling and support in critical technical and competitive situations. Additional tasks included supporting Vantive’s emerging channel partners’ strategy for assisted and unassisted sales and working with partners such as Lucent, and Answersoft, KPMG, Deloitte and Touche, CTP, Anderson Consulting. Consistently achieved over 120% of goal based on a quota of over $40 Million.

Responsible for all phases of development for IBI’s Data Warehousing products within the EDA/SQL family of Middleware and Client/Server products. Provide field support and customer related activities including customer support, customer presentations, pre-sales proof of concept, competitive analysis, field technical training, and management of critical sales situations and major sales opportunities.

Recruited pre-IPO, responsibilities included coordination, deployment, and scheduling of regional systems engineers. Additional responsibilities included customer technology selection, prototyping and installation and implementation, Beta and Pilot systems coordination and member of the product planning committee.

Designed, and implemented applications using 3 GL’s (“C” and COBOL), 4GL’S (FOCUS and ORACLE) across a variety of platforms (IBM Mainframe, Unix, VAX, and various networks). The applications included sales tracking and forecasting, order entry and inventory management, and the creation of early data warehouses for decision support. This was a very hand-on position where responsibilities also included designing and developing information systems in “C” and the MS-SDK using Btrieve, ORACLE, and OMNIS-5 for Novell environments during the re-unification of East and West Germany.• Speaker: at national and international FOCUS user conferences (FUSE) and seminars on Information Technology.