Susan McDermott Email & Phone Number
Sr. Program Director, Partnerships @ Addepar
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Susan McDermott Location
- New York, NY, US
Susan McDermott Work
- 2024 -now Sr. Program Director, Partnerships @
- 2020 -2021 Head of Family Office Solutions @
- 2011 -2020 SVP, Chief Operating Officer @
- 2010 -2011 Vice President - Client Service, Service Architecture and Reporting @
- 2009 -2010 Vice President, Service Architecture and Implementation @
- 2007 -2009 Vice President, Alliances @ Integrated Wealth Services, LLC
- 2005 -2007 Senior Manager of Business Analysis and Training @ Integrated Wealth Services, LLC
- 2000 -2005 Manager, Business Analysis @ Rockefeller & Co.
- 1998 -2000 System Support (SEI) @
- 1998 -2000 System Analyst @
- 1996 -1999 Operations Technician @ New England Funds
Susan McDermott Education
- Susquehanna University
BA (Economics)
1989-1993
Susan McDermott Skills
- CRM
- Management
- Fixed Income
- Hedge Funds
- Capital Markets
- Financial Analysis
- Financial Services
- Product Management
- Securities
- Bonds
- Leadership
- Bloomberg
- Valuation
- Asset Managment
- Banking
- Equities
- Strategy
- Investments
- Mutual Funds
- Derivatives
- Financial Modeling
- Sales
- Portfolio Management
- Middle Office
- Due Diligence
- Alternative Investments
- Series 63
- Fund Of Funds
- Fund Accounting
- Strategic Financial Planning
- Private Banking
- Back Office
- Asset Management
- Analysis
- Private Equity
- Finance
- Wealth Management
- Business Analysis
- Trading
- Executive Management
- Settlement
- Risk Management
- Investment Management
- Trading Systems
- Microsoft Office
- Business Development
Susan McDermott Summary
- Susan McDermott, based in New York, NY, US, is currently a Sr. Program Director, Partnerships at Addepar. Susan McDermott brings experience from previous roles at Addepar and Rockit Solutions LLC. Susan McDermott holds a 1989 - 1993 BA in Economics @ Susquehanna University. With a robust skill set that includes CRM, Management, Fixed Income, Hedge Funds, Capital Markets and more. Susan McDermott has 2 emails and 3 mobile phone numbers on RocketReach.
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