CapIntel
Cassandra T. has a diverse work experience in the customer success and financial services field. Cassandra started their career in 2016 as a Customer Service Representative at TD and worked there until 2018. Following that, they joined Meridian Credit Union as a Financial Services Representative and later became a Financial Advisor. In 2021, Cassandra joined Xplor as a Customer Success Manager and was promoted to Senior Customer Success Manager in 2023. Currently, they are employed at CapIntel as a Senior Customer Success Manager.
Cassandra T. completed their Bachelor of Business Administration (BBA) degree in Business Management at the University of Toronto Mississauga from 2015 to 2019. In addition to their degree, they also obtained certifications including the Canadian Securities Course from the Canadian Securities Institute (CSI) and the Investment Funds in Canada certification, also from CSI. There is no information provided regarding the specific months or years when they obtained these certifications.
CapIntel
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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 advisors to work with retail clients. With provenability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and enhance client experience.