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Sojin H. Email & Phone Number

Principal Client Engagement and Success Manager at Addepar
Location: New York City Metropolitan Area, United States 7 work roles 1 school
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Current company
Addepar
Role
Principal Client Engagement and Success Manager
Location
New York City Metropolitan Area, United States
Company size
1278 employees

Who is Sojin H.? Overview

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Quick answer

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

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

Company email context

Email format at Addepar

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Addepar

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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

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Addepar
Addepar
Principal Client Engagement and Success Manager
New York, NY, US
Website
addepar.com
Employees
1278
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Company profile
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7 roles

Sojin H. work experience

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

Principal Client Engagement And Success Manager

Addepar

New York, Ny, Us

Sr. Client Engagement And Success Manager

Addepar

New York, Ny, Us

Client Engagement & Success Manager

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, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets.- Foster relationships with clients ensuring customer satisfaction and system adoption. - Deliver Quarterly Business Reviews to key stakeholders reinforcing ROI- Extensive product knowledge to relay best practices and upsell recommendations that can tie into client’s objectives and goals. - Develop playbooks to standardize team processes to reinforce account health

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 generated reports linking financial results to performance drivers to accomplish profitability, productivity, customer service, quality, and compliance standards

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 →

RH Ross Haggart Ross Haggart Colleague at AddeparBrechin, Scotland, United Kingdom View → RD Rachel Dame Rachel Dame Colleague at AddeparNashville, Tennessee, United States View → NP Nicholas Peras Nicholas Peras Colleague at AddeparStamford, Connecticut, United States View → SO Stephen O'Loughlin, Cfa Stephen O'Loughlin, Cfa Colleague at AddeparWestwood, Massachusetts, United States View → DP Dave Parker Dave Parker Colleague at AddeparUnited States View → TC Thomas Callaghan Thomas Callaghan Colleague at AddeparGreater Boston, United States View → KO Katie Ogilvie Katie Ogilvie Colleague at AddeparEdinburgh, Scotland, United Kingdom View → YY Yi Yang Yi Yang Colleague at AddeparNew York City Metropolitan Area, United States View → NS Neelam S. Neelam S. Colleague at AddeparIndia View → DG Dan Golosovker Dan Golosovker Colleague at AddeparNew York, United States 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 Principal Client Engagement and Success Manager at Addepar.

Where is Sojin H. based?

Sojin H. is based in New York City Metropolitan Area, 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 Ross Haggart, Rachel Dame, Nicholas Peras, Stephen O'Loughlin, Cfa, and Dave Parker.

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.

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