4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2020
- 919.860.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Marc Casiano
Manager,
Wealth Client Services
- Spring Hill, FL
- The Harry Potter Series | Anything 80s
- My Father (passed away a few years ago), my wife and kids, and anyone who can create a good time and have a good conversation
- Quotes form my father: 1. Up and Over 2. Put a little Mustard on it
- Honesty, open to change, sharing their opinion, ideas, and suggestions
Client Solutions Group
Marc is a manager in the firm’s Wealth Client Service Group, and is based out of the Raleigh, North Carolina, office.
Marc joined CAPTRUST in 2020 as a manager within the Wealth Client Service Group. In his role, he is charged with leading a team of client service representatives, monitoring service metrics and standards, and advancing the overall client experience. Prior to joining the firm, Marc was a branch manager for TD Ameritrade.
Education
- Bachelor of Science degree in accounting and finance from the University of Central Florida
