People Moves

Canoe Intelligence Makes Senior Hires

Amanda Cheesley Deputy Editor 4 October 2023

Canoe Intelligence Makes Senior Hires

The appointments support Canoe's global business and product expansion plans in commercial and operations functions, setting the stage for the company's next chapter.

New York-based Canoe Intelligence, a financial technology company in the alternatives industry, this week announced five senior hires in the US, predominantly New York, to support the business’ global expansion, client growth, and ongoing operations.

The announcement follows Canoe’s growth, achieving a 100 per cent increase in year-over-year revenue, driven by increasing demand to intelligently harness private market investment data.

The new senior hires include Jamie Slusher as director of client project management. She oversees the full client onboarding process, from assessing individual needs to implementation, configuration, training, consulting, and feedback collection of Canoe’s products and services. She previously spent over 20 years in the healthcare industry where she worked for start-ups, spearheading the development and implementation of several innovative Software/SaaS programs, the firm said in a statement.

They also include Jeffrey Lin as director of product management, data products. He is responsible for overseeing the design and execution of new data products to ensure delivery of value to Canoe’s clients. He brings over a decade of expertise in developing fintech products and leading teams with an emphasis on optimizing operational workflows from alternative investments to mortgage servicing, the firm continued. Prior to Canoe, he spearheaded cross-organizational efforts at Blackstone and served as chief of staff at a distributed ledger technology start-up for several years.

Jordan Robbins has been appointed as head of revenue operations, the firm continued. Robbins works with the commercial team to develop and optimize sales processes that drive scale as Canoe’s business continues to expand. She has experience in the fintech space, serving as head of US client success at Jacobi and as a portfolio analyst at Brown Advisory, where she worked with clients with exposure to private assets and hedge funds, the firm added.

Mark Rossi is senior director of business development, the firm said. He is responsible for account management and business development across Canoe’s global business. He was previously senior vice president, business development for BNY Mellon and has over two decades’ experience working across fintech and financial services, including over a decade of experience at SS&C Advent and Addepar.

Finally, Peter Feliciano is director, extraction Architecture & AI/ML, the firm continued. He leads the data extraction team which is responsible for processing client documents and extracting data from them accurately and efficiently, leveraging the latest machine learning and artificial intelligence techniques. Prior to Canoe, he held senior engineering positions and drove innovation at Clear Street, The Blackstone Group, and S&P Capital IQ.

Welcoming them to the firm, Jason Eiswerth, CEO of Canoe Intelligence, said: “We are building momentum behind our global expansion, and their diverse expertise in the industry has already proven instrumental in helping us attract new prospects, support existing clients, and take our product offering in exciting new directions.”

To meet growing demand, Canoe Intelligence has expanded its global operations over the past 12 months, and opened a new office in London as the firm formalizes its European strategy. It’s international client base has grown past 250 firms, including global banks, allocators, asset servicers, private equity firms, asset managers, and hedge funds. Canoe also announced the expansion of its platform and product suite earlier in September, and launched its new brand identity, centered around managing alternative assets faster. See more here and here.


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