Audrey Wheat, CRPC®

Manager | Vendor Analysis, Strategic Relations

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Biography
Education & Other Highlights

Audrey Wheat is a manager on CAPTRUST’s Vendor Analysis team.

Audrey joined CAPTRUST in 2016 and is responsible for strategic vendor relations for the firm.  As a leader on the vendor analysis team, she is responsible for firm-to-firm relations, vendor due diligence and industry content creation. Prior to joining CAPTRUST, Audrey served in various roles with a recordkeeper and has worked in the industry since 2008.

Audrey serves as the community outreach sub-committee head for WISE, CAPTRUST’s employee resource group for women and their allies. She is passionate about volunteering with underserved communities and being a regular blood donor. She just surpassed one gallon of blood donated!

She earned a Bachelor of Arts in communication from the University of Colorado at Colorado Springs and holds the designation of Chartered Retirement Planning Counselor (CRPC).

Education

  • Bachelor of Arts in communication from the University of Colorado at Colorado Springs

Industry Designations

  • Chartered Retirement Planning Counselor℠

Podcast

Episode 60: Plan Sponsor Predictions for 2024

Legislation, consolidation, and more

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Resources

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