AI’s Growing Impact: Reshaping Client Engagement

Adriene McCance has been in the financial services industry for over 10 years and is Managing Director of Wealth Management and Private Credit Solutions at UPTIQ. She is a graduate of Dartmouth College and holds an MBA from MIT Sloan School of Management. In this webinar, Adriene will join Keara Bradley to discover how evolving changes in AI are impacting firms and transforming M&A transactions.

Keara Bradley joined Oak Street Funding in 2023 with over 5 years of lending experience and a Bachelor of Business Administration from the Kelley School of Business at Indiana University. As a trusted advisor to business owners across the country, Keara’s financial knowledge and expertise has helped those business owners grow their businesses into successful companies. In this webinar, Keara will be joined by Adriene McCance from UPTIQ to unpack the latest trends, strategies, and risks in AI.