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James Dock Email & Phone Number
Associate, Client Delivery Team Lead, Data Solutions Department
at
iCapital
1 work email found
@miradorllc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate, Client Delivery Team Lead, Data Solutions Department
Location
Midvale, Utah, United States
Company size
Who is James Dock? Overview
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Quick answer
James Dock is listed as Associate, Client Delivery Team Lead, Data Solutions Department at iCapital, a with 1864 employees, based in Midvale, Utah, United States. AeroLeads shows a work email signal at miradorllc.com and a matched LinkedIn profile for James Dock.
James Dock previously worked as Analyst, Sr. Client Delivery Advocate, Data Solutions Department at Icapital and Senior Financial Reporting Analyst at Mirador, Inc.. James Dock holds Bachelor Of Science - Bs, Finance, General from University Of Utah - David Eccles School Of Business.
Company email context
Email format at iCapital
This section adds company-level context without repeating James Dock's masked contact details.
{first_initial}{last}@miradorllc.com
86% confidence
AeroLeads found 1 current-domain work email signal for James Dock. Compare company email patterns before reaching out.
Profile bio
About James Dock
James Dock is a Associate, Client Delivery Team Lead, Data Solutions Department at iCapital.
Current workplace
James Dock's current company
Company context helps verify the profile and gives searchers a useful next step.
Icapital
6 roles
James Dock work experience
A career timeline built from the work history available for this profile.
Analyst, Sr. Client Delivery Advocate, Data Solutions Department
CurrentMirador is now part of iCapital
Apr 2024 - Present
Jul 2023 - Apr 2024
Financial Reporting Analyst
• Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom… Show more • Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom attributes to highlight all investment activity.• Built and maintained multiple client’s Addepar instances which include: following a customized ownership structure from scratch, linking online accounts, creating offline alternative investment positions, and setting up portals to retrieve fund documents directly from the fund. • Took initiative to train and delegate tasks amongst the analysts on my team to promote collaboration and enhance efficiencies in the office. Show less
Apr 2022 - Jul 2023
Fcc Compliance Analyst
Aug 2021 - Apr 2022
Customer Relationship Advocate
• Received 30+ calls a day from clients seeking help with their Fidelity online account• Performed account maintenance on real-time phone calls, while providing professional customer service• Analyzed and modified the clients profile restrictions to enforce top level client account and identity protection
May 2020 - Sep 2020
Team & coworkers
Colleagues at iCapital
Other employees you can reach at icapitalnetwork.com. View company contacts for 1864 employees →
MH
Matthew Heller
Colleague at IcapitalBrooklyn, New York, United States
View →
JG
Jose Garcia
Colleague at IcapitalNew York City Metropolitan Area, United States
View →
TC
Ty Christian
Colleague at IcapitalGreenwich, Connecticut, United States
View →
AP
Alison Picone
Colleague at IcapitalNew York, United States
View →
PS
Peter Standish
Colleague at IcapitalNew York, United States
View →
AC
Alex Canning
Colleague at IcapitalNew York, United States
View →
SS
Simran Singh
Colleague at IcapitalNew York City Metropolitan Area, United States
View →
SM
Sarah Mitakis, C.I.M.
Colleague at IcapitalGreater Toronto Area, Canada
View →
MG
Matthew Gallo
Colleague at IcapitalToronto, Ontario, Canada
View →
BN
Bertrand Ng
Colleague at IcapitalSingapore
View →
Matthew Heller
Colleague at IcapitalBrooklyn, New York, United States
View →
JG
Jose Garcia
Colleague at IcapitalNew York City Metropolitan Area, United States
View →
TC
Ty Christian
Colleague at IcapitalGreenwich, Connecticut, United States
View →
AP
Alison Picone
Colleague at IcapitalNew York, United States
View →
PS
Peter Standish
Colleague at IcapitalNew York, United States
View →
AC
Alex Canning
Colleague at IcapitalNew York, United States
View →
SS
Simran Singh
Colleague at IcapitalNew York City Metropolitan Area, United States
View →
SM
Sarah Mitakis, C.I.M.
Colleague at IcapitalGreater Toronto Area, Canada
View →
MG
Matthew Gallo
Colleague at IcapitalToronto, Ontario, Canada
View →
BN
Bertrand Ng
Colleague at IcapitalSingapore
View →
1 education record
James Dock education
FAQ
Frequently asked questions about James Dock
Quick answers generated from the profile data available on this page.
What company does James Dock work for?
James Dock works for iCapital.
What is James Dock's role at iCapital?
James Dock is listed as Associate, Client Delivery Team Lead, Data Solutions Department at iCapital.
What is James Dock's email address?
AeroLeads has found 1 work email signal at @miradorllc.com for James Dock at iCapital.
Where is James Dock based?
James Dock is based in Midvale, Utah, United States while working with iCapital.
What companies has James Dock worked for?
James Dock has worked for Icapital, Mirador, Inc., Goldman Sachs, and Fidelity Investments.
Who are James Dock's colleagues at iCapital?
James Dock's colleagues at iCapital include Matthew Heller, Jose Garcia, Ty Christian, Alison Picone, and Peter Standish.
How can I contact James Dock?
You can use AeroLeads to view verified contact signals for James Dock at iCapital, including work email, phone, and LinkedIn data when available.
What schools did James Dock attend?
James Dock holds Bachelor Of Science - Bs, Finance, General from University Of Utah - David Eccles School Of Business.
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