Kelley Megale

Kelley Megale has several years of experience in the financial industry, with a focus on sales and business development. Most recently, they worked at Canoe in wealth management sales and business development. Prior to that, they held a role as a business development officer at BNY Mellon | Pershing from June 2020 to March 2023. From September 2018 to June 2020, Kelley worked as a technology engineer and consultant at Schwab Advisor Services. Kelley also gained experience in business development at Addepar from September 2017 to September 2018. Kelley began their career at SS&C Advent in 2013, starting as a sales development representative before transitioning into a business development role. Kelley was responsible for lead generation, prospecting, and understanding the needs of prospective buyers. Overall, Kelley Megale has a diverse background in the financial industry, with a strong emphasis on sales and business development.

Kelley Megale attended James Madison University from 2008 to 2012, where they obtained their Bachelor of Business Administration (B.B.A.) degree. Their major field of study during their time at James Madison University was Marketing.