Addepar
Chaitrali Ghosalkar is a finance professional with extensive experience in portfolio data operations and securities services. Ghosalkar has held various roles at prominent financial institutions, including Portfolio Data Operations Analyst at Addepar, Securities Specialist at UBS, and Senior Analyst in Account Management, Corporate Action Analyst, and Intermediate Representative at BNY Mellon. Ghosalkar began a study on retail banking operations at Axis Bank. Academically, Ghosalkar earned a Master in Business Administration with a focus on Finance and Financial Management Services from Sinhgad Institute Of Management and a Bachelor of Business Administration in Finance from R.P. Gogate College of Arts Science and R V Joglekar College of Commerce.
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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.