Reminiscing on the Past and What to Expect From This Season | James Rockwood and Rob Crnkovic
Description
New season, new format, new co-host. Season 3 of the Frontier of Finance podcast starts now. Before we look ahead, we’re looking to the past. That’s right, we’re going back to the beginning. CapIntel CEO and Founder James Rockwood is back in the host seat, and he’s now joined by CapIntel CRO and Co-Founder Rob Crnkovic. To kick off their new dynamic as co-hosts, the pair reminisces on the early days of starting a WealthTech company. Learn about James’ short-lived CPA career, Rob’s journey from selling t-shirts to crushing it at Salesforce, and how they ended up together on a mission to help change the wealth and asset management industry forever. Plus, hear what they think about the future of wealth and asset management and what’s to come on this season of Frontier of Finance.