Eric W. has extensive experience in the financial services industry, currently serving as the Global Head of Direct Client Solutions at Addepar since May 2015. In this role, Eric W. leads initiatives to foster business partnerships and develop new revenue streams, while overseeing the professional services organization to meet contractual and operational objectives. Prior to Addepar, experience includes serving as an Implementation Manager at Charles River Development and working in Sales & Trading within Institutional Equities at Morgan Stanley. Earlier career experience includes a role as an Associate in International Cargo Operations at Delta Air Lines. Eric W. is an alumnus of Tufts University and Marist School, with a professional background rooted in relationship management and business development.
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