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Known information
- Previously worked at Addepar as head of relationship management.
- Started career in wealth management at BNY Mellon and Jefferies.
- Graduated from The University of Colorado with a Bachelor of Science degree in Finance.
About Canoe
Canoe offers AI-driven solutions for institutional investors, asset servicers, capital allocators, and wealth managers, managing over $5 trillion in assets with a global presence in New York and London.
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