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 outcomes, collaborating cross-functionally to align client needs with product development and service enhancements. Our main goal is to tirelessly… Show more 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 outcomes, collaborating cross-functionally to align client needs with product development and service enhancements. Our main goal is to tirelessly improve and enhance the end-client experience for our client base. Show less

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 here is to be an ‘invested’ partner in the end clients goals.

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 key portfolio metrics, private market data, and performing research applicable to private credit, and real estate.Monitors… Show more 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 key portfolio metrics, private market data, and performing research applicable to private credit, and real estate.Monitors and evaluates external private credit and real estate managers with a focus on middle market opportunities within direct lending, as well as a wide range of opportunistic strategies. Show less

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 at greatest risk - many of whom aren't aware they're experiencing symptoms of Post-Traumatic Stress Disorder (PTSD) or Traumatic brain… Show more 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 at greatest risk - many of whom aren't aware they're experiencing symptoms of Post-Traumatic Stress Disorder (PTSD) or Traumatic brain injury (TBI) - and help them successfully reintegrate back into society as leaders.We meet the veteran on their terms, and offer them a way to process their military experiences among peers who understand them. Show less

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 counter-insurgency tactics, techniques and procedures, preparing them for deployment to Afghanistan, and enhancing the capabilities of our Georgian training… Show more 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 counter-insurgency tactics, techniques and procedures, preparing them for deployment to Afghanistan, and enhancing the capabilities of our Georgian training staff counterparts. The Georgian infantry battalion maintains its readiness to be integrated with U.S. forces to conduct operations in Afghanistan’s counterinsurgency environment. Show less

Camp Pendleton, Ca