Monique Dardeau, Vice President, Client Success at CapitalROCK

Monique Dardeau

Vice President, Client Success at CapitalROCK | St Paul, Minnesota, United States

Profile last verified September 2026
Financial Services Verified Profile St Paul, Minnesota, United States Kaplan
Verified

Work Email

***@capitalrock.com

Last verified May 2026

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

612*****

United States • Mobile

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Monique Dardeau Socials
Monique Dardeau Work Experience

Vice President, Client Success at CapitalROCK in April 2025 - Present

VP of Supervision at Osaic in December 2024 - April 2025

Assistant Vice President- Supervision at Osaic in December 2021 - April 2025

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Regional Supervision Director at Osaic in November 2018 - December 2021

Program Manager at Royal Credit Union in August 2014 - November 2018

Financial Advisor at Royal Credit Union in February 2014 - November 2018

Senior Financial Advisor at Associated Bank in October 2012 - May 2013

Senior Regional Vice President at Western & Southern Financial Group in April 2005 - September 2012

State Trainer/Supervising Principal at TCF Bank in August 1995 - April 2005

Monique Dardeau Education

Kaplan, Finra 6, October 1998 to October 2026

College for Financial Planning, CRPC, October 2026

Anoka-Ramsey Community College, October 1996 to October 1997

Monique Dardeau Skills
Regulatory Requirements Skilled Multi-tasker Organization Skills Build Strong Relationships Sales Management Program Management Training People Management Presentations Relationship Building Internal Sales Lead Qualification Territory Management Group Presentations Outside Sales Business Relationship Management Fixed Annuities Series 63 Mutual Funds Series 7 Life Insurance Series 6 Investments Insurance Variable Annuities Wealth Management Investment Strategies Retirement Financial Advisory IRAs Banking Financial Services FINRA Finance 401k Series 24 Term Life Insurance Securities Long-term Care Estate Planning Portfolio Management Retirement Planning Strategic Financial Planning Asset Allocation Investment Advisory Series 65 Financial Planning
About Monique Dardeau’s Current Company
CapitalROCK

CapitalROCK, LLC provides rule-based product validation / selection tools and needs-based customer analytics to the financial services industry. CapitalROCK was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years. CapitalROCK provides a systematic process to help advisors validate and/or select the best product types and products for each individual client’s needs and preferences. CapitalROCK’s RightBRIDGE® product selection tools focus on providing unbiased suggestions using a scoring engine and ReasonText™ that explain why a product fits a client’s needs. RightBRIDGE® helps advisors determine which products available on their product shelf are best suited to meet their clients’ needs, objectives and preferences. An advisor can also self select a product and use the RightBRIDGE® product validation process to confirm the product meets their clients’ needs, objectives and preferences. Firms are using the RightBRIDGE® technology to integrate Best Interest into their process as a business practice regardless of the constantly changing regulatory landscape.

Discover more about CapitalROCK
Monique Dardeau’s Colleagues
Neil Wert

Neil Wert

Glen Allen, Virginia, United States

Senior Director, Business Development @ CapitalROCK | CFP | Banking | Broker Dealers | RIAs | Insurance | Custodians | Financial Services Technology

CapitalROCK, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalROCK has enhanced its product selection and validation technologies, including th...

Jacob Young

Jacob Young

Salt Lake City, Utah, United States

Product Owner at CapitalROCK

Product Owner at CapitalROCK
(Feb 2025 – Present)

Brandon Jacobsen

Brandon Jacobsen

Salt Lake City, Utah, United States

Senior Product Manager | CapitalROCK

Senior Product Manager at CapitalROCK
(Jan 2026 – Present)

Connor Hyde

Connor Hyde

North Salt Lake, Utah, United States

Marketing Leader | CapitalROCK

Head Of Marketing at CapitalRock
(Sep 2020 – Present)

John Hyde

John Hyde

Bountiful, Utah, United States

CEO and Founder for CapitalRock, LLC

CapitalRock provides sales intelligence and cross-selling systems to the financial services industry. CapitalRock's key product, RightBRIDGE is driven by a powerful suggestion engine that identifies all relevant needs-based product opportunities for clients in a financial prof...

Cody Miller

Cody Miller

Midvale, Utah, United States

Project Manager, PMP | MBA Candidate @ UIUC | Driving Successful SaaS Deliveries & Digital Transformation

Software Project Manager at CapitalROCK
(Apr 2024 – Present)

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Frequently asked questions about Monique Dardeau

What is Monique Dardeau email address?

Email Monique Dardeau at [email protected] and [email protected]. This email is the most updated Monique Dardeau's email found in 2026.

What is Monique Dardeau phone number?

Monique Dardeau phone number is 6123887666.

How to contact Monique Dardeau?

To contact Monique Dardeau send an email to [email protected] or [email protected]. If you want to call Monique Dardeau try calling on 6123887666. (updated on September 05, 2025)

What company does Monique Dardeau work for?

Monique Dardeau works for CapitalROCK.

What is Monique Dardeau's role at CapitalROCK?

Monique Dardeau is Vice President, Client Success

What industry does Monique Dardeau work in?

Monique Dardeau works in the Financial Services industry.

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