Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

• Owns product marketing for portfolio of flagship products. Successfully developed go-to-market strategy and execution of over two dozen product launches.• Responsible for global customer acquisition, engagement, and retention strategy of product portfolio.• Co-owned the customer, employee, and shareholder experience for Robinhood’s Initial Public Offering.• People Manager: Founding product marketing hire for company. Built product marketing team from scratch. Led team of senior managers.• Leads cross-functional teams to develop multi-year growth strategy and initiatives for product roadmap.

• Owns product marketing and go-to-market strategy for company’s flagship products.• Responsible for global customer acquisition, engagement, and retention strategy for business. Leads team of marketers that successfully achieved 90% user growth, acquiring over six million new customers annually.• Leads cross-functional teams to develop multi-year growth strategy and initiatives for product roadmap.• Works closely with consumer insights and user research to develop product positioning and messaging.• Partners with Strategy and M&A team to lead marketing integration planning of acquired companies.• People Manager: Hired, led, and developed the product marketing team for the organization.• Owns conversion funnel testing strategy and execution, successfully driving significant incremental revenue

• Served as the Head Of Product Marketing for strategic national partners• Successfully led product marketing efforts to develop company’s first comprehensive go-to-market strategy and product positioning for company's top national partners that generated over 1.4 million new orders and $52 million of incremental revenue.• Led new customer acquisition efforts through the development of integrated marketing campaigns with our top national partners. Successfully acquired over 185,000 new customers and generated demand for partners.• Conducted competitor analysis, market research, and consumer insights to equip the business development team with new tools and assets necessary to bring new products to market and drive consumer adoption.• Partnered with C-Level leaders, sales, and product teams to integrate market insights into the development of new features and product launches. Successfully managed cross functional project to ship new product features to millions of users.• Led cross-functional team to source new marketing partnerships with Facebook, Apple (App Store and Apple Pay), Google, Coca-Cola, and Anheuser-Busch that accelerated revenue growth and customer acquisition

•Profit-and-Loss (P&L) Responsibility: Head of marketing and member of executive leadership team that developed a new digital banking startup for U.S. consumers. Shared ownership of multi-million dollar P&L responsibility with operations counterpart. •Developed and executed go-to-market strategy to acquire $250 million of assets and 100,000 new consumers in first year with a focus on optimizing return-on-ad-spend (ROAS) and reducing cost per acquisition (CPA).•People manager - hired and led a team of marketing, content, support, and brand associates. •Owner of multi-million dollar marketing budget and accountable for all resource allocation•Oversaw development and management of company website and apps•Used dashboards and deep data fluency to leverage cohort analyses, attribution models, and other analytical insights to drive decisions and create novel solutions to problems. •Led implementation and execution of Salesforce CRM, Hubspot, Google Analytics, & Google AdWords platforms.•Sourced and managed over a dozen marketing agencies & technical vendors to execute product roadmap.•Managed multi-million budget to develop integrated marketing campaigns for public relations, out-of-home, email, pre-roll video, referral, SMS text, app notifications, paid search, display, PPC, TV, blog, & social media.•Conducted complex analysis of consumer research to develop brand narrative, competitive positioning, and product roadmap.•Led development for every facet of the product journey through consumer insights, competitive analysis, marketing analytics, A/B tests, product positioning, objectives, metrics, and lifecycle management.•Charted organizational direction by defining and implementing the company's mission, vision, strategy, values, and balanced scorecard.

•Designed and executed go-to-market strategies for portfolio of products and customer experience initiatives. •Leveraged qualitative and quantitative research to develop brand narratives, product positioning, and marketing collateral.•Led cross-functional team with $250,000 budget to drive awareness and acquisition of new SMS text messaging product. Exceeded program goals by acquiring 10,000 new active users within three months.•Sourced and managed six marketing agencies and technology vendors to oversee execution of hundreds of email campaigns, totaling 2 million sent emails using Salesforce Marketing Cloud with an average 24% open rate and 1.5% conversation rate.• People Manager: Coached and mentored a team of full time associates and interns across multiple functions.

•Led enterprise wide, cross-functional project over 12-months to restructure the company’s $100 million executive compensation program. Presented plan to board of directors and received unanimous approval.•Created advanced data analytics model that identified operating inefficiencies for an internal client and led a team to implement process improvements which resulted in a recurring annual cost savings of over $300,000.•Elected co-chair of “Caregivers” employee resource group that supports associates who provide care for to a sick family member of loved ones outside the office

•Profit-and-Loss (P&L) Responsibility: Accountable for $20 million Profit-and-Loss (P&L) responsibility for the state of Michigan. Successfully created and executed go-to-market strategy to launch four new products, surpass annual revenue goals, and grow a top 10 market during a recession.• People manager: Led a team of 60 sales and marketing associates to develop and execute over 200 events for consumers, trade partners, and press. Built enduring partnerships and a team of brand evangelists internally and externally.•Partnered with Delta Airlines to execute an international marketing campaign that reached 5.3 million qualified consumers through a previously under-utilized channel. This campaign increased sales growth for the airlines channel and served as a model for future campaigns. •Co-founded and co-chaired the “Young Professionals” employee resource group to foster the development of young professional employees and enable the company to better understand, retain, and reach 21-34 years olds, a key demographic for the company.•Applied consumer and market insights to design go-to-market strategy for successful global launch of new brand extensions.

•Served as Chairman of the Executive Committee for the entire student government•Represented and lobbied for the best interests of the 22,000 students at the University•Oversaw the expenditures and finances of a $650,000 budget; Created most accurate budget projection in my department’s history, with less than 1% margin of error•People Manager: Trained and managed a group of about 75 student elected officials and staff; 15 direct reports•Created project plan for $60 million infrastructure investments

•Created and implemented marketing efforts across multiple communication channels for university athletics department.•Led marketing and customer experience initiatives for the office of undergraduate admissions.•People manager: Coached and mentored a team of new marketing associates