4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2004
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Karen Denise
Senior Director
Head, Wealth Client Service
- Broadway, NC
- To Kill a Mockingbird | The Color Purple
- Christine Lagarde, Robert Plant, and Franklin D Roosevelt
- Laugh, and the world laughs with you; Week, and you weep alone.
- Honesty, diplomacy, and kindness
Client Solutions Group
Karen joined CAPTRUST in 2004 and currently serves as senior director, head of wealth client services in our Raleigh, North Carolina, headquarters.
Karen has held several positions during her tenure at the firm. Most recently, she led CAPTRUST’s wealth operations unit where she was responsible for developing, testing, training, and maintaining procedures to improve efficiencies in the wealth operations department. Prior to joining CAPTRUST, Karen worked in Wachovia Bank’s personal trust and investment management departments.
Education
- Bachelor of Business Administration degree in trust management and financial planning from Campbell University
Awards & Recognition
- CAPTRUST Community Service Award | 2005
- CAPTRUST Step-up Award | 2017
