Addepar
Daniel Bressner is currently the Director of Data Enablement at Addepar, where Daniel has held various roles including Lead Product Manager and Senior Data Solutions Lead. Prior to Addepar, Daniel worked at Credit Suisse as an Assistant Vice President involved in global investigations of unauthorized trading and market abuse. Daniel also has experience as an Intelligence Analyst at Signac, a joint venture between Palantir and Credit Suisse, and as a Portfolio Implementation Analyst at Fisher Investments. Daniel has a Master of Arts in Chinese Studies from The Chinese University of Hong Kong and a B.A in International Relations from Florida International University.
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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.