Ryan Soifer

Sales Engineer at Addepar

Role
Sales Engineer at Addepar
Location
New York, NY, US
LinkedIn followers
500 followers

About Ryan Soifer

Experienced financial services professional with extensive expertise in the fields of alternative investments and complex portfolio management. Leveraged my experience as a portfolio manager to transition into the financial technology space here at Addepar. I currently work in sales and consulting at Addepar, helping Family Offices, RIAs, and Enterprises make more informed, timely, and data-driven investment decisions through the use of technology.

Experience

  1. Sales Engineer

    Addepar

    Jan 2024 — Present

Education

  • University of Connecticut

    Bachelor’s Degree, Economics and Business

    2013 — 2017

Skills

  • Account Management
  • Financial Reporting
  • Time Management
  • Accounting
  • Managerial Finance
  • Social Media
  • Customer Service
  • Finance
  • Public Relations
  • Management
  • Social Networking
  • Microsoft Word
  • Internal Audit
  • Public Speaking
  • Microsoft Office
  • Leadership
  • International Relations
  • Powerpoint
  • Microsoft Excel
  • Teamwork

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