4 days ago
Episode 52: Millennials and Retirement with Katie Gatti Tassin
In this episode, Scott Matheson and Jennifer Doss talk with...
Senior Director,
Defined Contribution Practice Leader
Jennifer joined CAPTRUST in 2007 and is currently a senior director of the firm’s defined contribution practice, responsible for the development of defined contribution services to address the needs of CAPTRUST’s clients. Prior to joining the firm, Jennifer worked as a financial advisor at Ameriprise.
Jennifer received a Bachelor of Science degree in accounting with a concentration in finance from North Carolina State University and holds the Chartered Retirement Plans SpecialistSM and Qualified 401(k) Administrator designations.
4 days ago
In this episode, Scott Matheson and Jennifer Doss talk with...
1 month ago
Investment advisors have long assumed the role of 3(38) investment...
1 month ago
Scott Matheson and Dawn McPherson are joined by John Sullivan,...
2 months ago
In this month’s Revamping Retirement, Jennifer Doss and Dawn McPherson...