Mark Rossi

Mark Rossi has over 20 years of experience in various roles related to business development, strategic partnerships, and channel management. Mark is currently working as the Senior Director of Business Development at Canoe since June 2023. Prior to this, Mark served as a Vice President at BNY Mellon | Pershing since March 2020. From 2018 to 2019, they held the position of Director of Strategic Partnerships at CAIS, where they developed alliances and partnerships in IT integration, marketing programs, and business development opportunities. Before that, Mark was the Key Accounts Channel Executive at Addepar from 2016 to 2018, where they launched a formalized channel management strategy and generated new revenue streams. Mark also has extensive experience working with Advent Software from 2004 to 2016 as a Channel Partner, driving sales leads and educating centers of influence on their value proposition. Mark began their career at Charles Schwab as a Product Manager, supporting asset management division and expanding SchwabFund offerings to financial service companies.

Mark Rossi attended Saint Mary's College of California, where they obtained a Bachelor of Arts degree in Political Science. Following this, they went on to pursue a Master of Business Administration (MBA) at Golden Gate University from 2004 to 2007. Additionally, Mark Rossi attended Marin Catholic College Preparatory, but no specific degree or field of study is mentioned for this institution.