Senior Sales Engineer
Current
Sep 2024 - Present
AeroLeads people directory · profile
Stefan Daniels Email & Phone Number
Optimizing how US RIAs transition to a modern architecture
at
Addepar
1 work email found
@addepar.com
4 phones found area 206, 651, and 855
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Optimizing how US RIAs transition to a modern architecture
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
Who is Stefan Daniels? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stefan Daniels is listed as Optimizing how US RIAs transition to a modern architecture at Addepar, a company with 51 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at addepar.com, phone signal with area code 206, 651, 855, and a matched LinkedIn profile for Stefan Daniels.
Stefan Daniels previously worked as Senior Sales Engineer at Addepar and Sr Manager, Technical Program Management at Addepar. Stefan Daniels holds Ba, Economics, Global Studies from University Of Minnesota.
Company email context
Email format at Addepar
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{first}.{last}@addepar.com
89% confidence
AeroLeads found 1 current-domain work email signal for Stefan Daniels. Compare company email patterns before reaching out.
Profile bio
About Stefan Daniels
Passion for data analysis, visualization, and improving decision making.
Listed skills include Analysis, Research, Databases, Customer Service, and 26 others.
Current workplace
Stefan Daniels's current company
Company context helps verify the profile and gives searchers a useful next step.
Addepar
17 roles
Stefan Daniels work experience
A career timeline built from the work history available for this profile.
Sr Manager, Technical Program Management
Manager for team of technical program managers at Addepar. Cross-functional swat team unblocking engineering initiatives.
Jul 2023 - Sep 2024
Jul 2022 - Oct 2023
Senior Services-Sales Consultant
Streamlining the transition from sales to implementation for enterprise clients.
Sep 2021 - Jul 2022
Senior Product Manager
Pair with multiple engineering teams to advance Addepar's portfolio, firm, and market data capabilitiesSupport large enterprise clients with data projects
Jul 2020 - Sep 2021
Enterprise Data Analyst
Support clients through historical data conversions onto the Addepar platform.Support sales engineers and prospects by scoping historical data projects.Productize and market historical data options.
Mar 2018 - Jul 2020
Deployment Manager
Completed onboarding program and support rotation before transferring to the data team.
Sep 2017 - Mar 2018
Avp Onboarding Architect
Spear head down market offering to drive margin and velocity.Optimize project structure to increase client satisfaction.Subject matter expert in many of the industry leading portfolio accounting and performance reporting systems.
Mar 2017 - Sep 2017
Avp Data Conversion Manager
Process improvement zealot for historical data conversion from dozens of industry leading systemsManaging and coaching a team of 10+ analystsTechnical lead for cross functional implementation teamSubject matter expert for indexes/benchmarking in reporting platformTop performing sales engineer for prospective clients
Feb 2014 - Mar 2017
Associate Vice President, Implementation Consultant
Implement new client databases on outsourced accounting and performance reporting platformManage indexes in reporting platformConduct consulting calls with prospective clients
Sep 2011 - Feb 2014
Implementation Associate
Assist in performance reporting implementationManage index provider changeDocument outsourced implementation process
May 2011 - Sep 2011
Client Service Associate
Early employee of growing start-up providing over 300 firms with trading and rebalancing support.
Feb 2010 - May 2011
New Account Representative
Wells Fargo Investments-Managed Products
Served as an intermediary for money management firms and financial advisors in the management and maintenance of accounts.Processed requests in a fast paced environment across several products through intense attention to detail, and phenomenal customer service. Took on and successfully executed several additional audit projects and assisted with trade.
May 2008 - Aug 2009
Contractor
Wells Fargo Investments - Managed Products
Managed ProductsStreamline the conversion of over 20,000 accounts with $8 billion in assets to a new product per a change in S.E.C regulation in a high-risk environment.Processed over 10,000 individual account agreements with exception attention to detail.Successfully mitigated risk by teaming up with Operations and Business Analysts to resolve problems in.
Aug 2007 - May 2008
Research Assistant
Researched open source government databases, JSTOR, various news organizations in preparation for interviews with foreign policy experts. Research was focused on Sino-US relations, and US foreign policy.
May 2006 - May 2007
Peer Advisor
University Of Minnesota-College Of Liberal Arts
Provided students with insights into CLA policy through small group orientation and walk-in advising sessions. Processed academic request and contributed to large time sensitive projects.
Apr 2006 - May 2007
Research Assistant
University Of Minnesota-Carlson School Of Management
Conducted experiments testing free will, creativity and rational choice, and tabulated the results for data analysisProvided input into experiment design and execution.
Dec 2005 - May 2006
Team & coworkers
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 51 employees →
MJ
Michael Johnson
Colleague at Addepar
Los Angeles, California, United States, United States
View →
RI
Rj Ippoldo
Colleague at Addepar
New York, New York, United States, United States
View →
KT
Katelyn Tenley
Colleague at Addepar
Mountain View, California, United States, United States
View →
JS
Jasmine Sharma
Colleague at Addepar
Newport Beach, California, United States, United States
View →
BS
Bryce Surface
Colleague at Addepar
Terre Haute, Indiana, United States, United States
View →
JP
Jon Perkins
Colleague at Addepar
Austin, Texas, United States, United States
View →
SL
Scott Lee
Colleague at Addepar
New York, New York, United States, United States
View →
AR
Aaron Rotem
Colleague at Addepar
United States, United States
View →
WL
William Lafortezza
Colleague at Addepar
Chappaqua, New York, United States, United States
View →
RR
Rj Rahul Shaw
Colleague at Addepar
Asansol, West Bengal, India, India
View →
Michael Johnson
Colleague at Addepar
Los Angeles, California, United States, United States
View →
RI
Rj Ippoldo
Colleague at Addepar
New York, New York, United States, United States
View →
KT
Katelyn Tenley
Colleague at Addepar
Mountain View, California, United States, United States
View →
JS
Jasmine Sharma
Colleague at Addepar
Newport Beach, California, United States, United States
View →
BS
Bryce Surface
Colleague at Addepar
Terre Haute, Indiana, United States, United States
View →
JP
Jon Perkins
Colleague at Addepar
Austin, Texas, United States, United States
View →
SL
Scott Lee
Colleague at Addepar
New York, New York, United States, United States
View →
AR
Aaron Rotem
Colleague at Addepar
United States, United States
View →
WL
William Lafortezza
Colleague at Addepar
Chappaqua, New York, United States, United States
View →
RR
Rj Rahul Shaw
Colleague at Addepar
Asansol, West Bengal, India, India
View →
3 education records
Stefan Daniels education
Ba, Economics, Global Studies
University Of Minnesota
Certificate, Chinese Studies
East China Normal University
Education record
High School
FAQ
Frequently asked questions about Stefan Daniels
Quick answers generated from the profile data available on this page.
What company does Stefan Daniels work for?
Stefan Daniels works for Addepar.
What is Stefan Daniels's role at Addepar?
Stefan Daniels is listed as Optimizing how US RIAs transition to a modern architecture at Addepar.
What is Stefan Daniels's email address?
AeroLeads has found 1 work email signal at @addepar.com for Stefan Daniels at Addepar.
What is Stefan Daniels's phone number?
AeroLeads has found 4 phone signal(s) with area code 206, 651, 855 for Stefan Daniels at Addepar.
Where is Stefan Daniels based?
Stefan Daniels is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Addepar.
What companies has Stefan Daniels worked for?
Stefan Daniels has worked for Addepar, Tamarac Inc., Wells Fargo Investments-Managed Products, Wells Fargo Investments - Managed Products, and Center For International Relations.
Who are Stefan Daniels's colleagues at Addepar?
Stefan Daniels's colleagues at Addepar include Michael Johnson, Rj Ippoldo, Katelyn Tenley, Jasmine Sharma, and Bryce Surface.
How can I contact Stefan Daniels?
You can use AeroLeads to view verified contact signals for Stefan Daniels at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Stefan Daniels attend?
Stefan Daniels holds Ba, Economics, Global Studies from University Of Minnesota.
What skills is Stefan Daniels known for?
Stefan Daniels is listed with skills including Analysis, Research, Databases, Customer Service, Portfolio Management, Data Analysis, Management, and Sql.
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