This month, we're placing the spotlight on Kelley Megale, our Strategic/Enterprise Account Executive, Wealth Management. She discusses the "why" behind her highly collaborative and cross-functional approach to partnering with prospective clients, touches on why she was drawn to Canoe, and explains how she finds inspiration through her family, travel, and giving back. "We truly have amazing people who work at Canoe, and I try to showcase that to the prospect. They are not just signing up for incredible tech but will be working with a partner to help grow their alternative business in the future," said Megale. "When a prospect or client shares new functionality they are looking for, that is something our Product team is constantly working on. Having previously worked at larger corporations, seeing how quickly we can turn around an idea or feature has been exciting and refreshing." Read Kelley's full spotlight: https://hubs.li/Q02DcxCW0 #AltsSmarter
I love that sharing about your team is core to the prospect experience. The people really make a difference!
Love this! I’m so thankful we have been working with the Canoe team for almost a year now. Amazing!
You are a rockstar, Kelley! Loved learning about your professional and personal journey. It's always a pleasure to connect with you.
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Way to go Kelley!👏🏻🙌🏻
Great job Kelley!!
Performance Coach & Knowledge Broker || #GirlDad || Preparation & Execution. Daily.
3moKelley is 💯 people and relationship-focused! Creating real value and putting herself in client shoes is a hallmark of her personal brand for sure. So deserved to be spotlight in this way! 👏🏽 🎿 🐪