4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Michele joined CAPTRUST in 2007 and serves as a manager II, performance reporting, responsible for defined benefit clients as well as training new staff on various applications and industry standards of performance reporting, whether wealth or defined benefit related. Prior to joining the firm, Michele served as president at Manna Financial Group and has worked in the industry since 1996.