Jon P
Senior Partner Program Manager | Consultants at Addepar | Austin, Texas, United States
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Senior Partner Program Manager | Consultants at Addepar in February 2024 to Present
Data Partnerships Relationship Manager at Addepar in October 2022 to January 2024
Senior Vice President Business Development at Supernova Technology™ in January 2022 to January 2022
Director, Financial Advisor Strategy at Credible in January 2021 to January 2022
Vice President | Platform Strategy at BNY Mellon | Pershing in January 2018 to January 2021
Sales Director at Oranj in January 2017 to January 2018
AVP, National RIA Business Development Director at Envestnet, Inc in January 2016 to January 2017
AVP, Institutional Business Development Regional Director at Envestnet, Inc in January 2015 to January 2016
Regional Consultant at Envestnet, Inc in January 2014 to January 2015
Signature Services Associate at Envestnet, Inc in January 2013 to January 2014
Client Services Representative at Envestnet, Inc in January 2013 to January 2013
Operations Associate at Envestnet, Inc in January 2012 to January 2013
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Quinlan School of Business, Loyola University Chicago, BBA, January 2007 to January 2011
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Addepar Private Fund Benchmarks
Addepar Trading
Addepar Navigator
Addepar Alts Data Management
Addepar
Business Development
Enterprise Software
Software as a Service (SaaS)
Wealth Management
Portfolio Management
Financial Analysis
Financial Services
Finance
Mutual Funds
Investments
Sales
Securities
Asset Management
Retirement
Equities
Asset Allocation
Alternative Investments
Fixed Income
Business Strategy
Customer Relationship Management (CRM)
New Business Development
CRM
Product Development
Investment Management
Financial Modeling
Business Analysis
Reporting & Analysis
Financial Reporting
Strategy
Account Management
Digital Strategy
Solution Selling
Outlook
Microsoft Excel
Salesforce.com
Bloomberg
Leadership
Customer Service
Management
Strategic Partnerships
FinTech
RIAs
Technical Demonstrations
Business Development Consultancy
Sales Process
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Discover more about AddeparWhat is Jon P email address?
Email Jon P at [email protected], [email protected] and [email protected]. This email is the most updated Jon P's email found in 2026.
How to contact Jon P?
To contact Jon P send an email to [email protected], [email protected] or [email protected].
What company does Jon P work for?
Jon P works for Addepar
What is Jon P's role at Addepar?
Jon P is Senior Partner Program Manager | Consultants
What is Jon P's Phone Number?
Jon P's phone (214) ***-*335
What industry does Jon P work in?
Jon P works in the Financial Services industry.
Jon P Email Addresses
Jon P Phone Numbers
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