4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Jennifer joined CAPTRUST in 2019 as a senior manager leading the firm’s integrations. She is charged with management of the onboarding process for the firm’s new advisors and their clients. Prior to joining CAPTRUST, Jennifer worked as a vice president in the field services and operations area of First Citizens Wealth Management and Investor Services.