Jake Waters

Jake is a Senior Manager of Solution Engineering specializing in the financial services industry, including banking, credit unions, real estate, alternative investment management, hedge funds, private equity, insurance, and cryptocurrency. He works with organizations to scope NetSuite implementations, modernize their broader software ecosystems, evaluate and select technology solutions, design integrations, and map critical business processes. Jake also leads demonstrations of Caravel’s financial services intellectual property, including Advanced Ownership for non-controlling interest management, Private Equity Allocations, EBITDA Addback Reporting, Average Daily Balance, and other industry-specific solutions.