Mary Tuggle

Senior Vice President, Client Coverage at iCapital

Role: Senior Vice President, Client Coverage at iCapital
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Senior Vice President, Client Coverage
iCapital
Aug 2022 — Present · NY, US

Education

The University of North Carolina at Chapel Hill
Bachelor's of Science in Business Administration, Corporate Finance
2013 — 2017
UNC Kenan-Flagler Business School
Bachelor of Science - BS, Business Administration and Finance
2015 — 2017
St. Mary's Episcopal School for Girls
High School Degree
2009 — 2013

Skills

Social Media
Microsoft Word
Microsoft Excel
Powerpoint
Teamwork
Research
Customer Service
Leadership
Public Speaking
Bloomberg
Microsoft Office
Sales
Project Management
Spanish
Event Planning
Finance
Social Networking

Contact information

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Work email
•••••@icapital.com
Personal email
•••••@•••••.com
Direct dial
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Current company

iCapital

Technology, Information and Internet · 2.4K employees · Founded 2013 · New York, New York, United States

Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently. At the forefront of the digital transformation in investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. Through iCapital Marketplace, Enterprise Solutions, and Technology & Data Services, the iCapital operating system automates and streamlines complex investment workflows and seamlessly integrates with clients’ existing infrastructure, platforms, and tools. With $1.2 trillion of assets serviced globally on platform, including $327 billion in alternative platform assets, $311 billion in structured investments and annuities & insurance outstanding, and $563 billion in client assets reported on, iCapital serves nearly 3,900 wealth management firms and 144,000 active financial professionals globally. Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices, including Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including Euromoney's World's Best Technology Provider for Wealth Management, CNBC's World's Top Fintech Companies, and Forbes Fintech 50.

icapital.com

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Experience

Senior Vice President, Client Coverage

Education

The University of North Carolina at Chapel Hill

UNC Kenan-Flagler Business School

St. Mary's Episcopal School for Girls

Skills

Find verified contacts for anyone on LinkedIn