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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

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Joseph Greco

Performance Coach & Knowledge Broker || #GirlDad || Preparation & Execution. Daily.

3mo

Kelley 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! 👏🏽 🎿 🐪

Lisa Crafford

Head of Advisory @ Constellation Wealth Capital

3mo

I love that sharing about your team is core to the prospect experience. The people really make a difference!

Jocelyn Hillis

Sunpointe Investments: Enabling families to simplify their lives and achieve their long-term financial objectives.

3mo

Love this! I’m so thankful we have been working with the Canoe team for almost a year now. Amazing!

Ina Toderita, MBA

Director Of Operations at Venturi Private Wealth

3mo

You are a rockstar, Kelley! Loved learning about your professional and personal journey. It's always a pleasure to connect with you.

Maura Coyle

People Resources at Canoe

3mo

🙌 💪

Elizabeth Baulch

Director & Senior Relationship Executive, BNY Mellon Asset Servicing | Relationship Builder | Consensus Builder | Strategic Thinker | Empathetic Leader | Results Driven | Solution Oriented | Mentor | Board Member

3mo

Way to go Kelley!👏🏻🙌🏻

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