Teams at Choreo

Own billing and receivables for a national wealth management platform: prepare and upload quarterly bills, manage remittances and refunds, reconcile custodian activity, respond to billing inquiries, maintain controls and documentation, perform AR tasks, and identify process improvements and automation opportunities to support Finance.

Manage and deepen strategic CPA and accounting firm partnerships by coordinating partner engagement, reporting, events, and CRM-tracked interactions. Ensure execution of commitments, collaborate cross-functionally to support partner needs, and help embed Choreo Advisors within partner firms to expand formal CPA partnerships.

Own the Investment Strategy Group’s agentic AI platform from vendor strategy and build-versus-buy decisions through production deployment. Build research, due diligence, portfolio monitoring, and advisor content agents; maintain the shared research knowledge base; establish human-review guardrails, compliance controls, audit trails, and risk management. Partner with investment, technology, compliance, and wealth teams to drive advisor adoption, measure performance and efficiency, and advise leadership on AI capabilities and roadmap priorities.