CapIntel
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CapIntel is an investment sales platform used by over 12,000 financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advis... Read more
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James Rockwood, CPA, CA
Founder & CEO
James Rockwood, CPA, CA
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Anna Smith
Head of Marketing
Matt Stairs
Head Of Product Operations
Max Moreau
Co-Founder & Chief Technology Officer
Rachel Zhang
Key Relationships Manager
Rob Crnkovic
Chief Revenue Officer (cro) & Cofounder
Tyler Hardie
Executive Assistant To Chief Executive Officer
Adam Brophy
Head Of Sales
Amanda Billark
Head of Design
Drake Tideman
Sr. Account Executive - Emerging Enterprise
Jas Aulakh
Senior Account Executive
Marcus Maloney
Solutions Consultant
Gregory Mott
Strategic Account Executive
Corey Nelmes
Strategic Account Executive
Abi S.
Business Development Manager
Kruti B.
Client Solutions Architect
Cassandra T.
Senior Customer Success Manager
Diyana Badar
Senior Customer Success Manager
