C
CapIntel
4 followers
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
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
Corey Nelmes
Strategic Account Executive
Michael Zheng
Senior Vice President, Finance & Operations
Trish Brouse
Director, People
Cassandra T.
Senior Customer Success Manager
Diyana Badar
Senior Customer Success Manager