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Bobby Denam

Manager, Client Engagement & Success at Addepar

Bobby Denam is a Senior Client Engagement & Success Manager at Addepar, where Bobby helps RIAs optimize and adopt their tech stack. Prior to this role, Bobby worked at Goldman Sachs as a Private Equity Analyst and supported private credit and real estate mandates for institutional clients. Bobby also has experience as a Consultant at War Horse Creek, a program helping veterans transition to civilian life using equine-assisted therapy. Additionally, Bobby served in the US Marine Corps as a Foreign Security Advisor and Infantry Team / Squad Leader. Bobby holds a Bachelor of Science in Finance from California State University, Northridge.

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Timeline

  • Manager, Client Engagement & Success

    July 1, 2024 - present

  • Senior Client Engagement & Success Manager

    February, 2023

  • Client Engagement Success Manager

    February, 2022

  • Enterprise Support Analyst

    June, 2021

  • Client Support Analyst

    February, 2021