Tim Loughrey

Head, Client Success at Canoe

Tim leads the Client Success Organization, responsible for the successful implementation and adoption of Canoe Intelligence across the client base. Previously, Tim was head of relationship management at the financial technology platform Addepar, after beginning his career in wealth management at BNY Mellon & Jefferies. Tim graduated from The University of Colorado with a Bachelor of Science degree in Finance.

Timeline

  • Head, Client Success

    Current role