AJ M.

Ex JP Morgan, Apple, Addepar, Slack

United States

500+ connections

Updated 7 months ago

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16+

Years Experience

Roles

Skills

Education

About

Multi-faceted account executive and entrepreneur with ten years of experience in providing effective and comprehensive portfolio solutions across fintech, digital media, and financial services. Exceptional project execution, team leadership, and personal organization with the ability to meet aggressive deadlines while maximizing stakeholder engagement to deliver first-class customer service.

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What does a Enterprise Account Director - earn?

Experience (14 roles)

Full-time · 4 yrs 2 mos

Current

4 roles · Jul 2021 - Present

Enterprise Account Director - Financial Services

Current

Jun 2025 - Present · 3 mos

Enterprise Account Executive - Financial Services

Jul 2023 - Jun 2025 · 2 yrs

Sr. Mid-Market Account Executive - Financial Services

Feb 2023 - Jul 2023 · 6 mos

Mid-Market Account Executive - Financial Services

Jul 2021 - Feb 2023 · 1 yr 8 mos

Senior Account Executive

Slack · Full-time

Jul 2021 - Dec 2021 · 6 mos·New York, New York, United States

Full-time · 2 yrs

3 roles · Aug 2019 - Jul 2021

Single Family Office & VC / SaaS Sales

Aug 2020 - Jan 2021 · 6 mos

Connecting with single family offices that are looking for automation, innovation and operational efficiency. Addepar is the leading wealth management platform that empowers clients to aggregate all financial data, analyze even the most complex portfolios and create first-class reporting.

Director - Addepride

Oct 2019 - Jul 2021 · 1 yr 10 mos

RIA & Family Office / SaaS Sales

Aug 2019 - May 2021 · 1 yr 10 mos

Closing new business opportunities to accelerate Addepar’s growth in the US East Coast and Latin America. Prospecting for leads, driving product demonstrations and closing new business. Investment Management Platform for Investors and Advisors | Addepar

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Education (6)

Parsons School of Design - The New School

2020 - 2022

Developing an understanding for world-leading human-centered design for websites, mobile apps, and the latest emerging technologies that push the boundaries of possibility.

Zicklin School of Business

2012 - 2016

Grade: Honors Student

Borough of Manhattan Community College

2007 - 2010

Grade: Dean's List

Skills (23)

InvoicingSocial Media MarketingSalesLeadershipAccount ReconciliationAdvertisingOptmizationFinancial ReportingContextual AdvertisingSoftware TrainingFinancial ServicesManagementDigital StrategyDigital MediaOnline MarketingMarketing StrategyPortugueseClient ServicesSpanishBehavioral TargetingMediumSlackMedium

Certifications (2)▼

Series 7

FINRA

Series 63

FINRA

Languages (3)▼

English(Native or bilingual proficiency)Portuguese(Elementary proficiency)Spanish(Native or bilingual proficiency)

Frequently Asked Questions

What is AJ M.'s current role?▼

AJ M. is currently working as Enterprise Account Director - Financial Services at Full-time · 4 yrs 2 mos.

Where did AJ M. study?▼

AJ M. studied UX/UI User Centered Design, Web Page, Digital/Multimedia and Information Resources Design at Parsons School of Design - The New School. They have 6 education entries on their profile.

What skills does AJ M. have?▼

AJ M.'s top skills include Invoicing, Social Media Marketing, Sales, Leadership, Account Reconciliation. They have 23 skills listed on their profile.

Where is AJ M. based?▼

AJ M. is based in United States.

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