Vantage Point Employee Directory

Q: What is Vantage Point known for?

Vantage Point was founded in 2018. Vantage Point operates in the IT Services and IT Consulting industry.

Q: How many employees does Vantage Point have currently?

Vantage Point has approximately 49 employees.

IT Services and IT ConsultingTexas, United States11-50 Employees

At Vantage Point, we are your trusted partner for Salesforce and HubSpot solutions specifically designed for financial services firms. Founded by industry veteran David Cockrum, our consultancy was born from the deep insight gained while managing operations at a rapidly expanding wealth management firm.

We specialize in delivering strategic advisory, implementation, integration, managed services, and AI-powered solutions tailored exclusively for wealth management, banking, insurance, and fintech organizations. Our expertise includes Salesforce Financial Services Cloud, comprehensive HubSpot integrations, automated workflow enhancements, and personalized client engagement powered by Salesforce AI technologies.

Our mission is clear: empower financial institutions to overcome technology hurdles, optimize client experiences, and drive sustainable growth through innovation, collaboration, and unmatched industry expertise.

Why Vantage Point?
✔️ Exclusive financial services expertise
✔️ Certified Salesforce & HubSpot partners
✔️ Proven AI-driven solutions for measurable results
✔️ Personalized approach with senior-level consultants
✔️ Long-term strategic partnerships—95%+ client retention rate

Transform your technology investments into meaningful outcomes. Connect with us today to explore how we can help your financial services firm thrive.

Find Vantage Point employees' phone numbers or email addresses

Vantage Point Global Highlights

North America
31

United States Of America
30
Mexico
1

Europe
1

Bulgaria
1

Vantage Point's Leadership

D. M.
Chief Executive Officer
Mobile Phone
Email
T. H.
Chief Financial Officer Chief Operations Officer
Mobile Phone
Email
R. W.
Vp Of Professional Services
Mobile Phone
Email
J. W.
President
Mobile Phone
Email
K. S.
Owner
Mobile Phone
Email
S. B.
Executive Assistant To Founder & Ceo | David Cockrum
Mobile Phone
Email
C. C. F.
Senior Vice President, Wealth Manager
Mobile Phone
Email
T. B.
Human Resources And Talent Manager
Mobile Phone
Email

Contact profiles from Vantage Point

Name

Title

Contact Info

Location

Last Update

D. M.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
J. W.
President
Mobile Phone
Email
Oct 23, 2024
K. S.
Owner
Mobile Phone
Email
Oct 23, 2024
S. B.
Executive Assistant To Founder & Ceo | David Cockrum
Mobile Phone
Email
United StatesArizona
Apr 25, 2025
T. H.
Chief Financial Officer Chief Operations Officer
Mobile Phone
Email
Jan 16, 2024
R. W.
Vp Of Professional Services
Mobile Phone
Email
United StatesPennsylvania
Sep 11, 2025
C. C. F.
Senior Vice President, Wealth Manager
Mobile Phone
Email
Oct 17, 2024
T. B.
Human Resources And Talent Manager
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025
A. P. A.
It Manager
Mobile Phone
Email
United StatesTexas
Feb 28, 2024
M. C.
Professional Services Lead
Mobile Phone
Email
United StatesGeorgia
May 19, 2025

Frequently Asked Questions

What is Vantage Point known for?

Vantage Point was founded in 2018 operates in the IT Services and IT Consulting industry. The company's main headquarters is located in 25 Highland Park Vlg Dallas, Texas 75205 US. Explore Vantage Point's company overview page for more information.

What is Vantage Point's most common email format?

Vantage Point employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Point email formats with LeadIQ.

How many employees does Vantage Point have currently?

Vantage Point has approximately 49 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Vantage Point's key employees and leadership?

As of October 2025, Vantage Point's key employees include:

Chief Executive Officer: D. M.
Chief Financial Officer Chief Operations Officer: T. H.
Vp Of Professional Services: R. W.
President: J. W.
Owner: K. S.

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