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Adam Lawrence

Adam Lawrence

Contributing Writer

Svbtle

Making no small plans.

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Svbtle

Contributing Writer

I occasionally write for Svbtle.

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Addepar

Addepar

Join us! www.careers.addepar.com

Addepar is a software platform reinventing the tools necessary for today’s wealth management industry. It has been built by a team of technologists working closely with leading global family offices, RIA's, and banking wealth management professionals to solve what is fundamentally an engineering problem. The Addepar solution is designed to provide the wealth manager with complete data on a single platform and empower them with intuitive and immediate tools for portfolio management, analysis and reporting.

Over 4 years I've had various titles that include: associate, sales operations manager, director of operations, and director of special projects.

Career

Agito Networks

Business Development Intern

Part time business development and marketing.
-Developed collateral
-Responded to RFPs
-Responsible for global pre-sales pipeline
-Technical sales positioning
-Face and voice of marketing videos. Worked on pre and post production processes for videos.

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Career
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Glacier Bay

Sales and Operations Intern

I designed and implemented systems to:
- issue return authorizations
- track returned goods inventory and work in process
- order and ship replacement parts
- manage customer issues and track problems
- manage customer relationships
- track, manage and disseminate leads
- report and analyze each of the processes above

I built a web based tool to guide installation and fit of a complex product.

I responded to and managed inbound inquiries and helped support external sales.

Career

YaNomad.com

Founder

I designed and created a youth orientated travel website. I worked with developers from India as well as the US to help them understand my vision. I also employed copywriters to create stock material. While the website was not nearly as successful as I had hoped the learning experience was invaluable. The initial investment was earned back within the first year.

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Career
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Wells Fargo

Foreign Exchange Intern

I designed, mocked-up, and help implement a custom CRM tool to comply with the bank’s strict internal policies. In addition to building core systems, I spent considerable time with customers and supporting traders and relationship managers.

Career

Executive Recruiting Partnership

Intern

Worked as an intern for a boutique executive recruiting firm. I was responsible for some aspects of sourcing, operations, and accounting.

Lawrence Distributors

Founder

Imported collectable consumer goods.

Wells Fargo

Commercial Advisory Services Intern

Helped pilot an investment banking program within the bank. We worked with region commercial banking offices to identify potential sources of deal flow and develop relationships prior to transaction. I built pipeline, analyzed targets and markets, wrote briefs, and helped my boss prepare for meetings.

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Career

College Pro

Marketing Manager

Managed all marketing activities for the Seattle Metro area. Responsible for lead generation efforts and general awareness.

YMCA Camp

Camp Counselor

Developed leadership and teamwork skills taking care of 8-10 campers per week facilitating or supervising activities.
Built meaningful relationships with campers and other counselors.

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Career
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College Pro

Site Manager

I managed a crew of painters for a residential painting company. I was responsible for planning and execution of each job including all aspects of worksite safety and quality control. Completed almost every job under budget.

Career

Santa Clara University

Business, Finance