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James Cantwell Location
Phoenix, AZ, US
James Cantwell Work
Founder and Product Architect @ (July 2025 - Present)
Founder @ (April 2026 - Present)
Founder @ (January 2024 - Present)
Co-host of AI For Advisors Podcast on Spotify and YouTube @ AI for Advisors podcast (September 2025 - Present)
Member of the Board of Advisors @ (December 2024 - Present)
James Cantwell Education
Phoenix College
AZ Real Estate License
2002-2002
Penn State University
BS
1996-2000
Nanuet High School 1992-1996
James Cantwell Skills
AI for Leadership
APX
Account Reconciliation
Addepar
Advent
Advent Geneva
Airtable
Alternative Investments
Artificial Intelligence for Business
Asset Allocation
Asset Management
Asset Managment
Axys
Back Office
Bloomberg
Board Advisory Services
Business Advising
Business Analysis
Business Process Improvement
CRM
Capital Markets
Conflict Resolution
Consulting
Continuous Improvement
Customer Relationship Management (CRM)
Derivatives
Dynamo
Electronic Trading
Enterprise Software
Equities
Executive Advisory
Finance
Financial Analysis
Financial Markets
Financial Services
Fixed Income
Fundraising
Hedge Funds
HubSpot
Information Technology
Integration
Investments
Leadership
Make.com
Management
Market Data
Mutual Funds
Options
Order Management
Pipedrive
Portfolio Management
Process Improvement
Process Optimization
Product Development
Product Leadership
Product Management
Professional Services
Project Management
Relationship Management
Risk Management
SaaS
Salesforce.com
Securities
Softare Development
Software Project Management
Strategic Planning
Strategy
Trading
Trading Systems
Vendor Evaluation
Wealth Management
Zapier
Software Project
Investment Management Industry
Establish and Maintain Long Term Client Relationships
Software
Business Process
Change Management
Establish and Maintain
See 34+see Less
Strategic Consulting
James Cantwell Summary
James Cantwell, based in Phoenix, AZ, US, is currently a Founder and Product Architect at Ascent Growth Platforms. James Cantwell brings experience from previous roles at Groundskeeper PM, WealthTech Select, AI for Advisors podcast and Aspen Standard Wealth. James Cantwell holds a 2002 - 2002 AZ Real Estate License @ Phoenix College. With a robust skill set that includes AI for Leadership, APX, Account Reconciliation, Addepar, Advent and more. James Cantwell has 4 emails and 3 mobile phone numbers on RocketReach.
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