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Brooks Lloyd

Enterprise Client Engagement & Success Manager at Addepar

Brooks Lloyd is currently an Enterprise Client Engagement & Success Manager at Addepar. Previously, Brooks worked at companies like JPMorgan Chase & Co., Mondrian Investment Partners Limited, Jefferies, LGL Partners, and Chubb in various roles such as Wealth Management Analyst, Analyst, Corporate Analyst, Consultant, and Reinsurance Intern. Brooks has a background in financial analysis, research, and consulting. Brooks graduated from Saint Joseph's University in 2018.

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Timeline

  • Enterprise Client Engagement & Success Manager

    February, 2023 - present

  • Enterprise Solutions Consultant

    May, 2021

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Open roles on Brooks' team

View all open roles (31)

Client Success Manager - Enterprise

Customer Service · United States · Remote possible

Sr. Client Success Manager - Enterprise

Customer Service · United States · Remote possible