CapIntel
Marcus Maloney began their work experience in 2016 as a Customer Service Representative at National Bank of Canada. In 2018, they transitioned to the role of Financial Advisor at Scotiabank for a year before joining TD in the same position. Since 2021, Marcus has been working as an Account Executive at CapIntel, where they focus on making the sales process more manageable and productive for investment sales professionals and enterprises.
Marcus Maloney attended Carleton University but the specific start and end years of their education are unknown. Marcus did not complete a degree or specify a field of study during their time at the university. Marcus also obtained several certifications from the Canadian Securities Institute (CSI), including Financial Planning 1 in March 2021, Personal Financial Services Advice in May 2020, and Investment Funds in Canada in September 2017.
This person is not in the org chart
CapIntel
5 followers
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.