Josh Robertson in

Josh Robertson

Evaluator · DISC type CDS
Senior Vice President - Sales & Marketing Technology at iCapital
📍 Toronto, Ontario, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Senior Vice President - Sales & Marketing Technology
Job Level
Leadership
Location
Toronto, Ontario, Canada
Personality Overview

How Josh shows up

Quality Focused
Thorough Evaluator
Fast But Analytical

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Josh cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Senior Vice President - Sales & Marketing Technology
iCapital
5-2022 - 2-2025
Vice President - Business Solutions
iCapital
11-2021 - 5-2022
Vice President - Technology
iCapital
10-2017 - 11-2021
Director Of Technology
Axio Financial LLC
7-2016 - 11-2021
Senior IT & Product Manager
Axio Financial LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2016
Master’s Degree
Kaplan Professional
2013 - 2015
★Graduate Diploma of Financial Planning★
Kaplan Professional
Bachelor of Commerce (BCom)
University of Wollongong
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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