4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2011
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Meagan Caruso
Manager,
Insitutional Client Service
- Raleigh, NC
- The Great Gatsby | The Lion King
- Oprah, John F. Kennedy, and J. K. Rowling
- Be yourself. Everyone else is already taken.
- Gratitude, humility, and compassion
Business Operations Group
Meagan leads a hybrid team of client management associates and works out of the Raleigh, NC office.
Meagan joined CAPTRUST in 2011 and serves as a manager in the client services department, responsible for leading a team of retirement plan client management consultants located across the east coast. Meagan delivers proactive service to CAPTRUST clients while also serving as an internal resource and mentor for the institutional team. Prior to being a manager, Meagan was a team leader, as well as an institutional client management consultant for CAPTRUST.
Education
- Bachelor of Business Administration degree in business management with a concentration in finance from North Carolina State University
Awards & Recognition
- CAPTRUST Innovation Award | 2019
- CAPTRUST Community Service Award | 2018
- CAPTRUST 5 Year Service Award | 2016
Memberships
- Events Chair, CAPTRUST Community Foundation | 2017, 2018, and 2019
