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Jasmine Sharma

Client Success Manager at Addepar

Jasmine Sharma is a Client Success Manager at Addepar, a global technology and data company that helps investment professionals provide precise guidance for their clients. With experience at Whittier Trust Company, U.S. Trust, and Bank of America, Jasmine has a strong background in wealth management and client advisory roles. Their education includes a Bachelor of Science in Finance from San Jose State University and certification from Cannon Financial Institute in Financial Planning and Services.

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Timeline

  • Client Success Manager

    April, 2022 - present

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