James Rockwood

CEO & Founder, CapIntel

James Rockwood

CEO & Founder, CapIntel
rockwood@capintel.com

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

Presentation Title Coming Soon – Capintel

24 Sep 2021
10:45 am - 11:45 am

REGISTER NOW

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package