CM

Charlie MacKenzie

Manager, Client Success at Addepar

Charlie Mackenzie is currently a Manager in Client Success at Addepar since August 2022. Prior to this role, Charlie held various positions at BNY Mellon | Pershing from December 2007 to August 2022, including roles such as Vice President, Technology Consultant, Trainer and Knowledge Management Specialist, Account Manager, and Client Trainer. Charlie graduated from Rollins College in 2007 with a Bachelor of Arts in Economics and Communication.

Links

Timeline

  • Manager, Client Success

    January 1, 2024 - present

  • Sr Client Engagement Success Manager

    August, 2022