Jasmine Sharma

Role
Client Engagement & Success Manager, Family Offices at Addepar
Location
Newport Beach, CA, US
LinkedIn followers
500 followers

Experience

  1. Client Engagement & Success Manager, Family Offices

    Addepar

    Apr 2022 — Present

    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Our best-in-class platform brings visibility to a traditional opaque investment ecosystem, delivering a tailored, cohesive and timely view of even the largest, most complex portfolios. We empower smarter, data-driven decisions, helping our clients generate superior results while building trust and deepening relationships.

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Jasmine Sharma — Client Engagement & Success Manager, Family Offices at Addepar in Newport Beach, CA, US | Unifers