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Zach Wall
Senior Wealth Operations Associate at Captrust
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Work Experience
Senior Wealth Operations Associate
May 2024 - Present · 7 months
May 2017 - May 2024 · 7 years
Quality Assurance Administrator
Jun 2019 - May 2024 · 4 years and 11 months
Account Resolution Specialist Iii
May 2017 - Jun 2019 · 2 years and 1 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 AddressZ**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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