LA
Lonzetta-Kelley Allen
Team Lead | Marketing, Advisor Group at Captrust
View Lonzetta-Kelley's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Jan 2019 - Present · 5 years and 11 months
Team Lead | Marketing, Advisor Group
Jan 2023 - Present · 1 years and 11 months
Senior Associate | Marketing, Advisor Group
Jan 2021 - Jan 2023 · 2 years
Associate Ll Marketing, Advisor Group
Jan 2019 - Jan 2021 · 2 years
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 AddressL**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
Find verified contacts of Lonzetta-Kelley Allen in seconds from 700M people profiles. Start now!
Continue with GoogleNo Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.