Canoe
Kelley Megale has several years of experience in the financial industry, with a focus on sales and business development. Most recently, they worked at Canoe in wealth management sales and business development. Prior to that, they held a role as a business development officer at BNY Mellon | Pershing from June 2020 to March 2023. From September 2018 to June 2020, Kelley worked as a technology engineer and consultant at Schwab Advisor Services. Kelley also gained experience in business development at Addepar from September 2017 to September 2018. Kelley began their career at SS&C Advent in 2013, starting as a sales development representative before transitioning into a business development role. Kelley was responsible for lead generation, prospecting, and understanding the needs of prospective buyers. Overall, Kelley Megale has a diverse background in the financial industry, with a strong emphasis on sales and business development.
Kelley Megale attended James Madison University from 2008 to 2012, where they obtained their Bachelor of Business Administration (B.B.A.) degree. Their major field of study during their time at James Madison University was Marketing.
This person is not in the org chart
This person is not in any teams
Canoe
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.