Investment Portfolio Management Platform | Asset Aggregation Software | Icebreaker

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Investment Portfolio Management Platform | Asset Aggregation Software | Icebreaker

Investment Portfolio Management Platform | Asset Aggregation Software

Investment Portfolio Management Platform | Asset Aggregation Software

A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.

147 members

Contact info

Link

addepar.com

Members

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leader • reader • taco eater • fly eagles fly • /whiskey • /nativefun • previously addepar, linkedin • nf.td/derek

Skill: Product from 2 people

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Director of Engineering at Addepar

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Dad, Founder @ Semantic Seed Studio | Product Leader | CTO | Angel Investor | Mentor | Community Builder | Open Source Advocate | Advisor | "שדכן" (Shadkhan) 👊🏾🦄 | 🌍 + 🇮🇳

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I help Addepar's largest clients serve their Wealth business at scale. As the key consultative resource throughout our sales process, I provide an in-depth understanding of our product, evaluate existing tech stacks, and lead presentations from the C-Suite to technical teams to deliver value to global financial institutions. I bring my experience in financial services and SaaS deployments to drive key revenue growth initiatives.

Kristen Hewell Garrett

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Paolo Padiernos

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Currently leading Applied AI Product within the P&C vertical at EvolutionIQ, building and deploying AI products for some the largest and most sophisticated insurance carriers in the world. Product leader, applied AI expert, zero-to-one specialist, startup advisor and investor. Deep passion for AI, Research, and Finance. Exits: - EvolutionIQ (acquired by CCCIS) - Policygenius (acquired by Zinnia/Eldridge Capital) - Credit Karma (acquired by Intuit)

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Engineering Leader | Endpoint Security, Networking and AI

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Head of Solutions Engineering at Balance

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Global Professional Services Leader

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