5 months ago
In 2015, Karen Denise walked into an animal shelter to...
Head, Wealth Client Service
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.