Biography
James Rockwood is the founder of CapIntel, a sales enablement platform for financial advisors and asset management sales teams. CapIntel’s clients include tier 1 financial institutions, major independent asset managers, insurance firms and over 1,000 independent advisors. Before founding CapIntel, James worked in Investment Banking and Audit at KPMG in Canada.
James grew up in Halifax, Nova Scotia before working in Toronto in Investment Banking. Outside of work, you’ll find James in the kitchen cooking, digging into stoic philosophy, at the gym or on the mats practicing Brazilian Jiu Jitsu.
All sessions by James Rockwood
Tech-Enabled Practices Come Out on Top: Impress Clients & Drive Sales
24 Sep 2021
10:45 am - 11:45 am