8 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
- With CAPTRUST Since 2013
- 248.620.8100
-
8031 M-15
Clarkston, MI 48348
Yvonne Zeoli
Relationship Manager,
Freedom401k
- Rochester Hills, MI
- Time Line | The Wizard of Oz
- My grandparents and Gerard Butler
- If I knew then what I know now.
- Honesty, respect, and humor
Client Solutions Group
Yvonne is a relationship manager, Freedom401k, based out of Clarkston, MI.
Yvonne joined CAPTRUST in 2013 and currently serves as a relationship manager, Freedom401k. She is responsible for building relationships and meeting existing client needs in the institutional retirement market. Prior to joining the firm, Yvonne worked at Freedom One Financial Group as senior plan consultant and has worked in the industry since 2003.