Addepar
Katarina Haines is a skilled professional with diverse experience in technical support and administrative roles. Currently serving as Technical Support Lead at Addepar since June 2023, Katarina has also held positions as Enterprise Client Support Analyst and Client Support Analyst. Prior experience includes working as a Business Process Administrator and Executive Assistant to the CEO at the Kwanza Jones & José E. Feliciano Initiative from October 2020 to June 2023, and as an Administrative Assistant at Clearlake Capital Group from May 2019 to October 2020. Academic experience includes a role as a Research Assistant at UCLA Anderson School of Management, where Katarina contributed to data analysis and group studies. Educational achievements include a Bachelor of Arts in Psychology from UCLA and a high school diploma from Waterford School.
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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.