Professional Summary

Professional Overview

Eric Daniels is a seasoned financial executive with over 20 years of experience in driving operational excellence and strategic financial management. As the Chief Financial Officer at Addepar, he is responsible for overseeing the company's financial operations, leading the finance and accounting teams, and supporting the overall growth and expansion strategy.

Experience Summary

Current Role

As the Chief Financial Officer at Addepar, a leading wealth management technology platform, Eric is responsible for managing the company's financial operations, reporting, and planning. He works closely with the executive team to develop and implement financial strategies that align with Addepar's long-term business objectives. Under his leadership, the finance department has streamlined processes, improved financial reporting, and played a pivotal role in securing strategic funding to fuel the company's growth.

Career Progression

Prior to joining Addepar, Eric served as the Chief Financial Officer at Real Capital Analytics, where he was instrumental in scaling the company's operations and optimizing its financial performance. Before that, he held the dual role of Chief Operating Officer and Chief Financial Officer at automotiveMastermind Inc., a leading provider of predictive analytics solutions for the automotive industry. Earlier in his career, Eric held CFO positions at NRC National Response Corporation and Global Controller at OpenLink, a global leader in energy and commodity trading and risk management software.

Academic Background

Eric holds a Bachelor of Business Administration (BBA) in Accounting from Hofstra University, where he graduated with distinction.

Areas of Expertise

• Financial planning and analysis

• Operational optimization and cost management

• Capital raising and investor relations

• Financial reporting and compliance

• Strategic decision-making and business partnering

• Team leadership and talent development

Professional Impact

Throughout his career, Eric has demonstrated a track record of driving measurable improvements in financial performance, operational efficiency, and strategic decision-making. At Addepar, he has played a pivotal role in scaling the company's finance function to support its rapid growth, while also contributing to the development of innovative financial solutions for the wealth management industry.

Conclusion

With his extensive experience in the financial services and technology sectors, Eric Daniels is a seasoned CFO who excels at aligning financial strategies with business objectives. His strategic vision, analytical expertise, and strong leadership skills make him a valuable asset to Addepar as the company continues to expand its market presence and enhance its cutting-edge wealth management platform.