AeroLeads people directory · profile

Sojin H. Email & Phone Number

Sr. Client Engagement and Success Manager at Addepar
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Addepar
Role
Sr. Client Engagement and Success Manager
Location
New York City Metropolitan Area, United States, United States
Company size
1278 employees

Who is Sojin H.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sojin H. is listed as Sr. Client Engagement and Success Manager at Addepar, a company with 1278 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sojin H..

Sojin H. previously worked as Client Engagement & Success Manager at Addepar and Sr. Branch Manager at Hsbc. Sojin H. holds Bachelor Of Science - Bs, Finance from Binghamton University School Of Management.

Company email context

Email format at Addepar

This section adds company-level context without repeating Sojin H.'s masked contact details.

Addepar

Review company-level records connected to Sojin H. before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Sojin H.

With over 14 years of experience in the financial services industry, I am a client engagement and success manager at Addepar, a leading software and data platform for wealth and investment management firms. My mission is to foster long-term relationships with clients, ensuring their satisfaction and system adoption, and delivering quarterly business reviews that reinforce the value and ROI of Addepar's solutions. I have a proven track record of succeeding in highly competitive and fast-paced environments, managing and coaching teams, increasing customer loyalty and retention, and generating revenue growth. I leverage my extensive knowledge of financial products, markets, and regulations, as well as my analytical, problem-solving, and consultative skills, to provide tailored and strategic guidance to clients and stakeholders. I am passionate about people development, innovation, and excellence, and I am always eager to learn and grow.

Current workplace

Sojin H.'s current company

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

Addepar
Addepar
Sr. Client Engagement and Success Manager
New York, NY, US
Website
addepar.com
Employees
1278
AeroLeads page
Company profile
View company profile Email format
6 roles

Sojin H. work experience

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

Sr. Client Engagement And Success Manager

Addepar

New York, NY, US

Client Engagement & Success Manager

Current
Addepar

New York, New York, US

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.

Mar 2022 - Present

Sr. Branch Manager

Hsbc

London, GB

In this role, I have:- managed a high volume banking center with $500M in deposit and investment balance- produced best practices training video that is implemented company-wide leading to higher NPS scores-directed daily branch operations, creating and implementing strategies to increase market penetration-compiled, analyzed, and validated data and.

Dec 2018 - Mar 2022

Branch Manager, Vp, Consumer Banking

Jpmorgan Chase & Co.

New York, NY, US

-Led the daily operations of a $2B branch banking facility, managing, coaching, and training 73 branch employees-Actively identified, coached, developed, motivated, and supported employees to provide superior service during every client interaction to deepen banking relationship-Increased NPS Customer Experience score by 25%

Oct 2013 - Oct 2018

Sales Manager, Avp, Consumer Banking

Jpmorgan Chase & Co.

New York, NY, US

-Contributed to the growth in deposit and investment balances to over $1B from $800M over a 2-year period through proactive coaching and development of bankers-Effectively assisted in the day to day management of team personal consisting of 72 banking professionals

Apr 2011 - Sep 2013

Licensed Personal Banker, Officer, Consumer Banking

Jpmorgan Chase & Co.

New York, NY, US

-Demonstrated expertise of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the clients needs while working within AML and KYC risk parameters.-Nationally awarded top banker

Feb 2010 - Apr 2011
Team & coworkers

Colleagues at Addepar

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

AA Adnan Ali Adnan Ali Colleague at Addepar Karāchi, Sindh, Pakistan, Pakistan View → DR Deepak Rai Deepak Rai Colleague at Addepar Pune, Maharashtra, India, India View → YJ Yves Jean Yves Jean Colleague at Addepar France, France View → GK Golu Kumar Golu Kumar Colleague at Addepar Pune, Maharashtra, India, India View → SS Shuyao Shi Shuyao Shi Colleague at Addepar New York, New York, United States, United States View → CP Christian Post Christian Post Colleague at Addepar New York, New York, United States, United States View → AL Alice Liang Alice Liang Colleague at Addepar New York City Metropolitan Area, United States, United States View → AJ Ankit Jha Ankit Jha Colleague at Addepar Mumbai, Maharashtra, India, India View → MK Mansoor Khan Mansoor Khan Colleague at Addepar Swabi District, Khyber Pakhtunkhwa, Pakistan, Pakistan View → AJ Amie Johnston Amie Johnston Colleague at Addepar Edinburgh, Scotland, United Kingdom, United Kingdom View →
1 education record

Sojin H. education

  • Binghamton University School Of Management
    Binghamton University School Of Management
    Finance
FAQ

Frequently asked questions about Sojin H.

Quick answers generated from the profile data available on this page.

What company does Sojin H. work for?

Sojin H. works for Addepar.

What is Sojin H.'s role at Addepar?

Sojin H. is listed as Sr. Client Engagement and Success Manager at Addepar.

Where is Sojin H. based?

Sojin H. is based in New York City Metropolitan Area, United States, United States while working with Addepar.

What companies has Sojin H. worked for?

Sojin H. has worked for Addepar, Hsbc, and Jpmorgan Chase & Co..

Who are Sojin H.'s colleagues at Addepar?

Sojin H.'s colleagues at Addepar include Adnan Ali, Deepak Rai, Yves Jean, Golu Kumar, and Shuyao Shi.

How can I contact Sojin H.?

You can use AeroLeads to view verified contact signals for Sojin H. at Addepar, including work email, phone, and LinkedIn data when available.

What schools did Sojin H. attend?

Sojin H. holds Bachelor Of Science - Bs, Finance from Binghamton University School Of Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.