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Rebecca Cherman
Senior Team Lead at Captrust
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Work Experience
Senior Team Lead
Jan 2024 - Present · 11 months
Client Care And Marketing Specialist
Nov 2014 - Jan 2016 · 1 years and 2 months
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Staff
Jun 2013 - Oct 2014 · 1 years and 4 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 AddressR**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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