8 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
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.