Bobby Denam Email & Phone Number

United States

As a leader of our Strategic Client Success team, I am responsible for developing and implementing strategies that foster strong client relationships that improves net retention / expansion, and provides strategies to optimize our clients technology stack. Our team provides ongoing support and consultation to maximize product utilization and business.

I help RIAs optimize and adopt their tech stack to meet the demands of an evolving and sophisticated end client. Using a platform (e.g., Addepar) to reach scale and grow can be a daunting and stressful task - I’m there as a guide in that transition. From helping clients think more tactical about change management, to best practice sharing, the objective.

Provides analysis on an evolving private market while advising clients on credit strategy allocations through various market cycles, along with ongoing portfolio monitoring to ensure specific investment objectives are met, regardless of time horizon.Actively supports private credit and real estate mandates for specific institutional clients via analysis of.

Idyllwild, CA

War Horse Creek is a comprehensive retraining program using equine-assisted therapy to help veterans transition from the military to the civilian world. Our immersive program is unlike any other. It provides civilian professional development and education/career guidance with a focus on post-traumatic growth. It will enable our clinicians to identify those.

Republic Of Georgia

The Republic of Georgia's offer to serve alongside NATO and ISAF partners has been and will continue to be a vital contribution to the missions of bringing peace and security to Afghanistan and strengthening NATO’s collective defense. As a Foreign Security Force Advisor to our NATO partners, I was tasked with training Georgian infantry in.

Camp Pendleton, CA