Implementations Lead
Current
Mar 2023 - Present
AeroLeads people directory · profile
Daniel Forkner Email & Phone Number
Implementations Lead at Investortools, Inc.
at
Investortools, Inc.
1 work email found
@invtools.com
1 phone found area 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Implementations Lead at Investortools, Inc.
Location
Colorado Springs, Colorado, United States
Who is Daniel Forkner? Overview
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Quick answer
Daniel Forkner is listed as Implementations Lead at Investortools, Inc. at Investortools, Inc., based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at invtools.com, phone signal with area code 781, and a matched LinkedIn profile for Daniel Forkner.
Daniel Forkner previously worked as Implementations Lead at Investortools, Inc. and Client Relationship Manager at Investortools, Inc.. Daniel Forkner holds Bachelor’S Degree, Business/Economics, Minor In International Relations from Wheaton College.
Company email context
Email format at Investortools, Inc.
This section adds company-level context without repeating Daniel Forkner's masked contact details.
*@invtools.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Forkner. Compare company email patterns before reaching out.
Profile bio
About Daniel Forkner
A bright young professional with focus in financial technology, electronic trading, and project management.
Listed skills include Microsoft Office, Research, Leadership, Microsoft Excel, and 14 others.
Current workplace
Daniel Forkner's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Daniel Forkner work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
- Project manager for new client implementations of complex financial software, advising clients on data imports / exports, external integrations, and workflows
- Trusted as the face of the company to the client, speaking to the value of the product suite and integrating those products into clients’ businesses and workflows, which ensures long-term revenue renewal
- Department expert in creating and implementing data imports and visualizations
Jul 2020 - Mar 2023
Client Service Associate
- Provided excellent client service by troubleshooting, answering questions, and pointing users toward key features
- Troubleshot system processes using available tools such as logs, metrics, and documentation
- Developed a highly technical aptitude and understanding of the backend of Investortools’ products
Jul 2019 - Jul 2020
Operations Analyst
Jun 2018 - Jul 2019
Summer Analyst
May 2018 - Jun 2018
Internal Audit Intern
Jul 2018 - Aug 2018
1 education record
Daniel Forkner education
-
Wheaton College
FAQ
Frequently asked questions about Daniel Forkner
Quick answers generated from the profile data available on this page.
What company does Daniel Forkner work for?
Daniel Forkner works for Investortools, Inc..
What is Daniel Forkner's role at Investortools, Inc.?
Daniel Forkner is listed as Implementations Lead at Investortools, Inc. at Investortools, Inc..
What is Daniel Forkner's email address?
AeroLeads has found 1 work email signal at @invtools.com for Daniel Forkner at Investortools, Inc..
What is Daniel Forkner's phone number?
AeroLeads has found 1 phone signal(s) with area code 781 for Daniel Forkner at Investortools, Inc..
Where is Daniel Forkner based?
Daniel Forkner is based in Colorado Springs, Colorado, United States while working with Investortools, Inc..
What companies has Daniel Forkner worked for?
Daniel Forkner has worked for Investortools, Inc., Phalanx Capital Management, Llc, and Boston Private.
How can I contact Daniel Forkner?
You can use AeroLeads to view verified contact signals for Daniel Forkner at Investortools, Inc., including work email, phone, and LinkedIn data when available.
What schools did Daniel Forkner attend?
Daniel Forkner holds Bachelor’S Degree, Business/Economics, Minor In International Relations from Wheaton College.
What skills is Daniel Forkner known for?
Daniel Forkner is listed with skills including Microsoft Office, Research, Leadership, Microsoft Excel, Aerial Cinematography, Public Speaking, Aerial Photography, and Investing.
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