Addepar
Candice R. Merrill has extensive experience in various roles, including as an Executive Assistant, Client Services Coordinator, and Legal Administrative Assistant. Candice R. has also worked in roles related to sales training, client implementation, and client data feed onboarding. Candice holds a Bachelor's Degree in Marriage and Family Studies and has been involved in overseeing student relations, front desk operations, and curriculum development. Candice R.'s work experience includes positions in diverse fields such as law, education, technology, and sales training.
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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.