Roberta Angelo, QKA, QPA
Director,
Freedom401k
CAPTRUST’s Client Solutions Group is responsible for supporting our advisors in the daily servicing of our clients in the areas of plan design, compliance matters, vendor management, fiduciary process best practices, and employee engagement.
Director,
Freedom401k
Manager, Institutional
Client Service
Relationship Manager,
Freedom401k
Manager,
Wealth Client Service
Manager,
Insitutional Client Service
Manager,
Wealth Client Services
Manager,
Wealth Client Services
Senior Manager,
Advice and Wellness
Director,
Wealth Planning & Investments
Director,
Advice & Wellness
Senior Director
Head, Wealth Client Service
Director,
Retirement Plan Operations
Senior Director,
Defined Contribution Practice Leader
Manager,
Wealth Client Service
Manager,
Institutional Client Service
Senior Manager,
Advice & Wellness
Senior Manager,
Client Service
Senior Manager,
Plan Consulting
Client Relationship Manager,
Wealth Client Service
Relationship Manager,
Freedom401K
Manager,
Plan Consulting
Director,
Institutional Client Service and Operations
Senior Director,
Retirement Services
Senior Director,
Head, Institutional Client Service and Operations
Managing Director,
Head of Client Solutions
Director,
Nonqualified Executive Benefits
Senior Manager,
Asset/Liability
Manager,
Wealth Client Service
Manager II,
Institutional Operations
Director,
Asset/Liability
Senior Director,
Nonqualified Executive Benefits Practice Lead
Manager,
Wealth Client Services
Senior Director,
Asset/Liability Practice Leader
Manager,
Institutional Client Service
Manager,
Wealth Investments
Relationship Manager,
Freedom401k