James Rockwood
Role: Alumni Associate
Site: CDL-Atlantic
Stream: Prime
James Rockwood is the founder of CapIntel, a sales enablement platform for financial advisors and asset management sales teams. CapIntel’s clients include tier one financial institutions, major independent asset managers, insurance firms and over 1,600 independent advisors. Before founding CapIntel, James worked in Investment Banking and Audit at KPMG in Canada.