Katie Exchange: Email & Phone Number

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Financial Advisor | Relationship Manager at CAPTRUST|Portland, Maine Metropolitan Area, United States

Position:

Financial Advisor | Relationship Manager at CAPTRUST

Location:

Portland, Maine Metropolitan Area, United States

View Katie Exchange's Email

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Last updated: 2026-05-15

Updated: 2026-05-15

Found email addresses for Katie Exchange:

Business emails:

**@captrust.com

Found phone for Katie Exchange:

+1-***-***-3121

A different Katie Exchange?

Work Experience 12 years

Financial Advisor | Relationship Manager at CAPTRUST

Nov 2024 - Current

Vice President, Wealth Manager at Boston Financial Management, LLC

Sep 2023 - Nov 2024

Associate Wealth Manager at Boston Financial Management, LLC

Jun 2019 - Sep 2023

Client Service Associate at Boston Financial Management, LLC

Sep 2018 - Jun 2019

Account Officer at F.L.Putnam Investment Management Company

Oct 2014 - Aug 2018

Katie Exchange started working in 2014, then the employee has changed 2 companies and 4 jobs. On average, Katie Exchange works for one company for 2 years 4 months.

Education

Bachelor's degree at University of Maine

Frequently Asked Questions

What is Katie Exchange's email address?

SignalHire found a verified business email address for Katie Exchange: **@captrust.com.

What is Katie Exchange's phone number?

SignalHire found a verified phone number for Katie Exchange: +1-***-***-3121.

How do I contact Katie Exchange at CAPTRUST?

You can reach Katie Exchange through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Katie Exchange's professional background?

Katie Exchange has 12 years of professional experience. They have held roles including Vice President, Wealth Manager, Associate Wealth Manager, and Client Service Associate at companies such as Boston Financial Management, LLC, Boston Financial Management, LLC, and Boston Financial Management, LLC. Their education includes Bachelor's degree from University of Maine.

Is Katie Exchange's contact information up to date?

Yes. Katie Exchange's SignalHire profile was last updated on 15 May 2026, reflecting their current position as Financial Advisor | Relationship Manager at CAPTRUST in Raleigh, NC, United States.

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