Jasmine Sharma

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.