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Dale Broadbent
Senior Associate, Governance Risk & Compliance at Captrust
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Work Experience
Jan 2020 - Present · 4 years and 11 months
Senior Associate, Governance Risk & Compliance
Jan 2024 - Present · 11 months
Associate Ii, Governance Risk & Compliance
May 2022 - Dec 2023 · 1 years and 7 months
Associate Ii, Technology Support
Jan 2020 - Apr 2022 · 2 years and 3 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 AddressD**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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