Addepar
James Christy is a Sr. Client Data Onboarding Specialist at Addepar since April 2019. Before joining Addepar, they worked as an Operations Analyst in Legal Entity Management at Goldman Sachs from January 2016 to March 2019. Prior to that, they were involved in Business Development at Costco Wholesale from May 2004 to November 2014. They hold a Bachelor of Science degree in Operations Management from the University of Utah.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.