4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Institutional Client Service and Operations
Rita joined CAPTRUST in 2006 and serves as director, institutional client service and operations, responsible for delivering proactive service to CAPTRUST clients while serving as an internal resource as well as operational project lead for the retirement plan services department. Prior to joining the firm, Rita worked as a retirement plan communication associate at John Hancock and has worked in the industry since 1997.