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CAPTRUST

CAPTRUST Management Team

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CAPTRUST Executive Leadership

Employee Name
Staff Position
Experience
Location & Store
Contact info
Mark Francher
Staff Position:Chief Human Resources Officer
Experience:29 years
Location & Store:USA
Contact info:**@captrust.com
Robert Miller
Staff Position:Chief Financial Officer
Experience:30 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Ann Leddy
Staff Position:Chief Compliance Officer
Experience:28 years
Location & Store:New York, USA
Contact info:**@captrust.com
Krumm Reina
Staff Position:Chief Financial Officer
Experience:22 years
Location & Store:Texas, USA
Contact info:**@captrust.com
Jon Meyer
Staff Position:Chief Technology Officer
Experience:36 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
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CAPTRUST Vice Presidents

Employee Name
Staff Position
Experience
Location & Store
Contact info
Michelle Mahoney
Staff Position:Senior Vice President
Experience:39 years
Location & Store:Iowa, USA
Contact info:**@captrust.com
Jeremy Altfeder
Staff Position:Senior Vice President
Experience:21 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Jon Strickland
Staff Position:Senior Vice President
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Katie Kostecki Johnson
Staff Position:Vice President
Location & Store:Minnesota, USA
Contact info:**@captrust.com
Ryan Adkerson
Staff Position:Vice President
Experience:15 years
Location & Store:Louisiana, USA
Contact info:**@captrust.com
Julie Fuller
Staff Position:Senior Vice President
Experience:34 years
Location & Store:Iowa, USA
Contact info:**@captrust.com
James Strodel
Staff Position:Senior Vice President
Experience:26 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Ryan Griffin
Staff Position:Vice President
Experience:20 years
Location & Store:Texas, USA
Contact info:**@captrust.com
Nick Wilson
Staff Position:Vice President
Experience:19 years
Location & Store:Pennsylvania, USA
Contact info:**@captrust.com
David Enenbach
Staff Position:Sr Vice President
Experience:36 years
Location & Store:Kansas, USA
Contact info:**@captrust.com
Faith Reilly
Staff Position:Vice President
Experience:9 years
Location & Store:New York, USA
Contact info:**@captrust.com
Susan Shoemaker
Staff Position:Senior Vice President
Experience:27 years
Location & Store:Michigan, USA
Contact info:**@captrust.com
Michael deYoung
Staff Position:Vice President
Experience:20 years
Location & Store:Louisiana, USA
Contact info:**@captrust.com
Jack Ecker
Staff Position:Vice President
Experience:14 years
Location & Store:Minnesota, USA
Contact info:**@captrust.com
Lorice Bianchi
Staff Position:Senior Vice President
Experience:26 years
Location & Store:New Jersey, USA
Contact info:**@captrust.com
David Mize
Staff Position:Vice President
Experience:44 years
Location & Store:Texas, USA
Contact info:**@captrust.com
Jean Duffy
Staff Position:Senior Vice President
Experience:37 years
Location & Store:Iowa, USA
Contact info:**@captrust.com
Richard Rodriguez
Staff Position:Vice President
Experience:18 years
Location & Store:Louisiana, USA
Contact info:**@captrust.com
Teri Parker CFP®
Staff Position:Vice President
Experience:26 years
Location & Store:California, USA
Contact info:**@captrust.com
Justin Kassanits
Staff Position:Senior Vice President
Experience:20 years
Location & Store:Indiana, USA
Contact info:**@captrust.com
Michael Passalinqua
Staff Position:Vice President
Experience:34 years
Location & Store:Pennsylvania, USA
Contact info:**@captrust.com
Beth Raymond
Staff Position:Vice President
Experience:35 years
Location & Store:Massachusetts, USA
Contact info:**@captrust.com
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CAPTRUST Directors

Employee Name
Staff Position
Experience
Location & Store
Contact info
Zandra Pulis
Staff Position:Director
Experience:26 years
Location & Store:Texas, USA
Contact info:**@captrust.com
Marie Pasquale
Staff Position:Director
Experience:26 years
Location & Store:USA
Contact info:**@captrust.com
Katrina Webb
Staff Position:Director
Experience:20 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Heather Shanahan
Staff Position:Director
Experience:32 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Tiffany Larew
Staff Position:Director
Experience:22 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Tanya Campo
Staff Position:Director
Experience:30 years
Location & Store:New York, USA
Contact info:**@captrust.com
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CAPTRUST Managers

Employee Name
Staff Position
Experience
Location & Store
Contact info
Frances Fang
Staff Position:Wealth Manager
Experience:33 years
Location & Store:District of Columbia, USA
Contact info:**@captrust.com
Narine Hagopian
Staff Position:Tax Manager
Experience:20 years
Location & Store:Rhode Island, USA
Contact info:**@captrust.com
Helen Marshall
Staff Position:Relationship Manager
Experience:13 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
David Louis Browne
Staff Position:Relationship Manager
Experience:9 years
Location & Store:Florida, USA
Contact info:**@captrust.com
Dale Delserone
Staff Position:Senior Finance Manager
Experience:19 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Carl Reis
Staff Position:Tax Manager
Experience:13 years
Location & Store:Texas, USA
Contact info:**@captrust.com
Monica Holtgrewe
Staff Position:Relationship Manager
Experience:28 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
Ian Prymak
Staff Position:Wealth Manager
Experience:26 years
Location & Store:District of Columbia, USA
Contact info:**@captrust.com
David Amurao
Staff Position:Tax Manager
Experience:18 years
Location & Store:Arizona, USA
Contact info:**@captrust.com
Yvonne Zeoli
Staff Position:Relationship Manager
Experience:29 years
Location & Store:Michigan, USA
Contact info:**@captrust.com
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CAPTRUST Board of directorss

Employee Name
Staff Position
Experience
Location & Store
Contact info
Fielding Miller
Staff Position:Chairman and CEO
Experience:42 years
Location & Store:North Carolina, USA
Contact info:**@captrust.com
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