James Rockwood, CPA, CA
Founder & CEO at CapIntel- Claim this Profile
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Bio
Experience
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CapIntel
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Canada
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Software Development
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1 - 100 Employee
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Founder & CEO
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Jul 2017 - 6 years 6 months
Toronto, Canada Area At CapIntel, we make the sales process more manageable and productive for investment sales professionals and enterprises. Our platform helps your practice stand out and equips advisors to deliver better client outcomes. Wealth advisors and asset managers can model investment comparisons with ease, elevate client experiences with compelling proposals, and track key compliance checkpoints along the way. We’re elevating finance to build wealth for all – join us for the ride.
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NEXT Canada
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Canada
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Higher Education
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1 - 100 Employee
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Next Founders 2020 Cohort
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May 2020 - Oct 2020
Next Founders is a NEXT Canada program that accelerates the growth of Canada’s most promising entrepreneurs looking to scale their growth stage startups into world-class ventures.
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Associate
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Oct 2015 - Jul 2017
Toronto, Canada Area
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Analyst
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Feb 2015 - Oct 2015
Toronto, Canada Area
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KPMG Canada
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Canada
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Financial Services
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700 & Above Employee
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Staff Accountant
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Oct 2013 - Feb 2015
Halifax, Canada Area
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Education
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Dalhousie University
Bachelor of Commerce Co-Op (BCom), Accounting