Susan Mcdermott

Susan Mcdermott Email and Phone Number

Family Office - Client Engagement & Success at Addepar @ Addepar
mountain view, california, united states
Susan Mcdermott's Location
New York, New York, United States, United States
Susan Mcdermott's Contact Details

Susan Mcdermott personal email

n/a
About Susan Mcdermott

Susan Mcdermott is a Family Office - Client Engagement & Success at Addepar at Addepar. She possess expertise in strategy, equities, hedge funds, investments, asset management and 39 more skills. Colleagues describe her as "Sue is a high energy, client-focused leader who I highly recommend. Sue combines deep subject matter expertise and up-to-date industry and market insights in her role leading alliances at Rockit Solutions. Sue was the main driver behind signing the first alliance partner (Wells Fargo) in the company's 10 year history. I question whether the alliance would have been completed without Sue on the team. Over the last year as we've worked together, Sue has demonstrated her ability to work cross-functionally on strategic company initiatives outside of alliances including product management and new solution definition, messaging creation, implementation of CRM and improving our service delivery efforts. Sue is a first-rate business person who I gladly recommend!" and "Sue is a dynamic and passionate leader that brings deep industry knowledge and excellent customer interaction skills. As a peer at Rockit Solutions / IWS, she was instrumental in developing the new alliance partner program and managing the various complexities of implementing a major new sales channel program. She was successful at closing the initial major alliance partnership and led subsequent contracts, training, business process mapping, evangelism with the partner’s national organization and the closing of the partner’s initial clients. Sue is a well respected leader and a key contributor to Rockit Solutions success."

Susan Mcdermott's Current Company Details
Addepar

Addepar

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Family Office - Client Engagement & Success at Addepar
mountain view, california, united states
Website:
addepar.com
Employees:
400
Susan Mcdermott Work Experience Details
  • Addepar
    Sr. Program Director, Partnerships
    Addepar Jan 2024 - Present
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  • Addepar
    Head Of Family Office Solutions
    Addepar Jul 2020 - Aug 2021
    New York
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  • Rockit Solutions Llc
    Svp, Chief Operating Officer
    Rockit Solutions Llc Nov 2011 - Jul 2020
    Stamford, Ct
    View
  • Rockit Solutions Llc
    Vice President - Client Service, Service Architecture & Reporting
    Rockit Solutions Llc Oct 2010 - Nov 2011
    View
  • Rockit Solutions, Llc, A Rockefeller Company
    Vice President, Service Architecture & Implementation
    Rockit Solutions, Llc, A Rockefeller Company Oct 2009 - Oct 2010
    View
  • Integrated Wealth Services, Llc
    Vice President, Alliances
    Integrated Wealth Services, Llc Sep 2007 - Sep 2009
  • Integrated Wealth Services, Llc
    Senior Manager Of Business Analysis And Training
    Integrated Wealth Services, Llc Jul 2005 - Sep 2007
  • Rockefeller & Co.
    Manager, Business Analysis
    Rockefeller & Co. Oct 2000 - Jun 2005
  • Investors Bank & Trust
    System Support (Sei)
    Investors Bank & Trust 1998 - 2000
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  • Ibt
    System Analyst
    Ibt 1998 - 2000
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  • New England Funds
    Operations Technician
    New England Funds 1996 - 1999

Susan Mcdermott Skills

Strategy Equities Hedge Funds Investments Asset Management Crm Securities Management Fixed Income Financial Services Investment Management Product Management Asset Managment Leadership Portfolio Management Analysis Business Analysis Risk Management Trading Systems Capital Markets Financial Analysis Bonds Bloomberg Valuation Banking Mutual Funds Derivatives Financial Modeling Sales Middle Office Due Diligence Alternative Investments Series 63 Fund Of Funds Fund Accounting Strategic Financial Planning Private Banking Back Office Private Equity Finance Wealth Management Trading Executive Management Settlement

Susan Mcdermott Education Details

Frequently Asked Questions about Susan Mcdermott

What company does Susan Mcdermott work for?

Susan Mcdermott works for Addepar

What is Susan Mcdermott's role at the current company?

Susan Mcdermott's current role is Family Office - Client Engagement & Success at Addepar.

What is Susan Mcdermott's email address?

Susan Mcdermott's email address is sm****@****tco.com

What is Susan Mcdermott's direct phone number?

Susan Mcdermott's direct phone number is +120388*****

What schools did Susan Mcdermott attend?

Susan Mcdermott attended Susquehanna University.

What skills is Susan Mcdermott known for?

Susan Mcdermott has skills like Strategy, Equities, Hedge Funds, Investments, Asset Management, Crm, Securities, Management, Fixed Income, Financial Services, Investment Management, Product Management.

Who are Susan Mcdermott's colleagues?

Susan Mcdermott's colleagues are Alexander Mcgregor, Jack Carbone, Zac Manning, Chaitrali Ghosalkar, Sherman L., Rohit Kulshrestha, Johnpaul Kambazza.

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