Capitaliz Insights // Meet the US Leadership Team: Driving Success at Capitaliz
Season 2, Episode 6
In Episode 6 of Capitaliz Insights, we introduce you to the leadership team that propels our success. Get to know Sam Walters, Zach Broyles, Maddie Ernzen, and Brent Heflin as they share their backgrounds and roles at Capitaliz, previewing more to come in later episodes.
Sam Walters discusses his journey from public accounting to VP of Client Delivery, focusing on his current functions of developing the software to meet the most pressing client needs. Zach Broyles talks about his inspiration to join Capitaliz and play a role in the vast opportunity that is exit planning. Maddie Ernzen shares her passion for marketing and what she specifically enjoys about marketing in the advisor space. Brent Heflin reflects on his extensive experience in FinTech and his enthusiasm for joining the team.
Tune in to understand how each leader contributes to our mission and sets the stage for future growth.
