Neil Wert
Senior Director, Business Development at CapitalROCK | Glen Allen, Virginia, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
As the Senior Director of Business Development at CapitalROCK, Neil Wert leverages his extensive 19 years of experience in the financial services industry to drive strategic initiatives that empower firms to navigate the complexities of today's regulatory landscape. With a keen focus on SaaS B2B solutions, Neil plays a pivotal role in enhancing CapitalROCK's suite of innovative technologies, including the RightBridge systems, which are designed to streamline data analytics and product selection for financial services professionals.
Under Neil's leadership, key projects such as the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product Profiler have been significantly refined to meet the evolving needs of clients. These tools not only facilitate better product validation but also enhance customer satisfaction by providing tailored solutions that align with individual financial goals. Neil’s expertise in consultative selling and personal financial planning allows him to effectively communicate the value of these technologies to potential clients, ensuring they can leverage the full capabilities of CapitalROCK's offerings.
In addition to his technical acumen, Neil's leadership skills and commitment to fostering strong client relationships have been instrumental in driving sales processes that prioritize customer success. His background as a Certified Financial Planner and his proficiency in investments further enrich his ability to connect with clients and understand their unique challenges. As CapitalROCK continues to innovate and expand its footprint in the financial services sector, Neil Wert remains a vital force in shaping the future of business development and technology integration within the industry.
Senior Director, Business Development at CapitalROCK in April 2024 to Present
Senior Sales Director at CipherTrace, a Mastercard company in April 2022 to April 2024
Senior Account Manager, Enterprise Financial Services at Salesforce in February 2021 to April 2022
Sr. Platform Specialist at Salesforce in February 2019 to February 2021
Senior Director at Envestnet | Yodlee in February 2018 to January 2019
Regional Sales Manager at Envestnet | Yodlee in March 2016 to February 2018
Director of Sales at Docupace Technologies in February 2015 to January 2016
Senior Account Manager at PIEtech, Inc. in July 2008 to February 2015
Technical Support at PIEtech, Inc. in November 2004 to June 2008
Registered Rep at Commonwealth Financial Services Group in January 2002 to January 2003
See more
See less
Key Account Relationship Building
Customer Satisfaction
Customer Experience
Sales Processes
Business Development
Financial Services
Sales Management
Certified Financial Planner
SaaS
Lead Generation
Value Selling
Sales
Social Media Marketing
Enterprise Software
Solution Selling
Key Account Management
Forecasting
Salesforce.com
Cloud Computing
Collaborative Leadership
Leadership
Strategic Partnerships
Consultative Selling
Complex Sales
Financial Planning
Retirement
Financial Planners
Strategic Financial Planning
Wealth Management
Personal Financial Planning
Customer Service
Asset Management
Retirement Planning
401k
Technical Support
Financial Goals
Series 7
Internet Banking
Investments
Account Management
Software as a Service (SaaS)
See more
See less
Discover more about CapitalROCKWhat is Neil Wert email address?
Email Neil Wert at [email protected] and [email protected]. This email is the most updated Neil Wert email found in 2026.
What is Neil Wert phone number?
Neil Wert phone number is +15092189635 and +15092188963.
How to contact Neil Wert?
To contact Neil Wert send an email to [email protected] or [email protected]. If you want to call Neil Wert try calling on +15092189635 and +15092188963.
What is Neil Wert net worth?
Neil Wert has an estimated net worth of -$2,499 to $2,499
What company does Neil Wert work for?
Neil Wert works for CapitalROCK
What is Neil Wert's role at CapitalROCK?
Neil Wert is Senior Director, Business Development
What industry does Neil Wert work in?
Neil Wert works in the Financial Services industry.
Neil Wert Email Addresses
Neil Wert Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Neil Wert
Klassencommandant GRV at Koninklijke Militaire School Luchtmacht
MD Student at Medical University of Lodz, Studies in English
Partner at Krenz Real Estate & Auctioneering
Ghanaian singer
Owner at CJs Car America
Product Development at Los Angeles Apparel
CEO & Founder, Physician Coach at Mindset Muscle MD Professionals' Life + Mindset Coach | Dynamic Growth, LLC, DBA Build Strength MD
Assistant Parts Department Manager at Hyundai Motor America
Facility Operations Coordinator/Fleet Manager at OR&L
WAH; Quality Improvement Team Leader/PODS Owner at Humana
owner at MA Bookkeeping & Payroll
Brand Director at Armadani
Principal Technical Architect, R&D Engineering Services at Manhattan Associates
V.P. Diversity Marketing/Business Development at DMI Music
Customer Service Representative at First Niagara Bank
Payroll Supervisor at MassBay Community College
PM / Scrum Master at Travelers
State Service Assistant at State of Michigan
Director of Development at The Meridian School
CFO, VP-Finance at Five Star Technologies, Inc.
Judicial Assistant at State of Florida
Civil Affairs Specialist at United States Army
Social Work Care Manager at HealthEast
ER at Some where scary
Project Design Coordinator at Div. of Real Properties
Independent Director at Pampered Chef
Show more
Show less