CJ Rake currently serves as a Direct Solutions Consultant at Addepar, where responsibilities include leading platform implementations for registered investment advisors (RIAs) and single-family offices (SFOs), driving new annual recurring revenue, and enhancing client experiences through effective onboarding and training. Prior to this role, CJ Rake worked at Caprock as an Associate Advisor and Portfolio Data Analyst II, focusing on high-net-worth client relationships and improving trade execution efficiency. Earlier experience includes serving as an Implementation Specialist at Clearwater Analytics, where CJ Rake transitioned over $44 billion in assets to the Clearwater Platform, and as an Analyst enhancing team efficiency through data-driven insights. Educational qualifications include a Bachelor of Business Administration in Finance and a Bachelor of Science in Criminal Justice from Boise State University.
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