Sojin H. is a seasoned professional with extensive experience in client engagement and banking management. Currently serving as a Senior Client Engagement & Success Manager at Addepar since March 2022, Sojin H. has contributed to empowering investment professionals with data-driven insights. Prior experience includes roles at HSBC, where responsibilities included managing a high-volume banking center and producing training materials that improved customer satisfaction scores. Sojin H. previously worked at JPMorgan Chase & Co. as a Branch Manager, where leadership efforts enhanced operational efficiency and client experience. Educational background includes a Bachelor of Science in Finance from Binghamton University School of Management.
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