Andrew Seski

Critic
DISC Type : C

Sr. Account Executive at Addepar

United States

Overview

Andrew Seski is a Senior Account Executive at Addepar, specializing in unified data platforms for complex wealth structures like family offices and RIAs. He previously built the client base from scratch as the founding Head of Sales at FinTech startup Nth Round and has a background in Economics & Entrepreneurship.

Personality Overview

Precise

ROI Driven

Negotiator

They like to take decisions independently and do not seek others' support often.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Wealth Management Tech
Drives adoption of unified data platforms for family offices and RIAs at Addepar, building on his previous wealth management experience at Janney Montgomery Scott.
FinTech Startups
As the founding business development employee at NEA-backed Nth Round, he successfully built the company's entire client base from its inception.
Podcasting & Media
Hosted "The Modern CFO" podcast, where he interviewed top financial executives and accumulated tens of thousands of downloads, showcasing his extensive professional network.

Media Appearances

Andrew has no verified media appearances

Work History

2-2025
Sr. Account Executive at Addepar
12-2018 - 11-2024
Business Development at Nth Round
10-2017 - 12-2018
Independent Consultant at Independant
5-2016 - 8-2016
Private Wealth Management at Janney Montgomery Scott LLC
5-2016 - 8-2016
U23 Lightweight Quad at US National Rowing/Undine Barge Club

Education

Economics & Entrepreneurship from Hobart and William Smith Colleges
Finance from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 8 Location : United States Job Level : Middle Designation : Sr. Account Executive at Addepar
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Andrew

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Andrew take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Andrew

Personality Compatibility


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