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Connie Mc Nally
Wealth Client Service Manager at Captrust
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Work Experience
Wealth Client Service Manager
Mar 2022 - Present · 2 years and 10 months
Sr. Manager Precious Metals, Digital Currency, Public Investments & Training
Jan 2015 - Mar 2022 · 7 years and 2 months
Manager
Jun 2014 - Jan 2015 · 7 months
Company Details
1001-5000 Employees
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Website
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4208 Six Forks Road
1700
Raleigh, NC 27609, US
Keywords
Retirement Plan Advisory ServicesInvestment AdvisoryNonqualified Advisory ServicesDiscretionary Investment ManagementFinancial & Estate PlanningProvider Search & Selection / Fee BenchmarkingParticipant Education & AdviceFiduciary Process Management
Contact Details
- Email AddressC**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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