Brooks Lloyd

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.