S

Son's email & phone

Position:Analyst, Alternative Investments at CAPTRUST
Experience:11 years
Location:United States

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Work Experience

Analyst, Alternative Investments at CAPTRUST

Jan 2022 - Current

Investment Analyst at Portfolio Evaluations, Inc. (Now CAPTRUST)

Jul 2021 - Dec 2021

Associate at Pickering Energy Partners

Jan 2021 - Jul 2021

Analyst at Pickering Energy Partners

Jun 2019 - Dec 2020

Private Equity Analyst at Triple Crown Investment Group

Jun 2017 - Jun 2019

International Operations Loan Review Group Intern at GM Financial

Jun 2016 - Aug 2016

Portfolio Manager at William C. Conner Foundation Educational Investment Fund

Nov 2015 - Aug 2016

Son started working in 2015, then the employee has changed 5 companies and 6 jobs. On average, Son works for one company for 1 year 4 months.

Education

Master of Business Administration - MBA at New York University

Bachelor of Business Administration - BBA at Texas Christian University

Current Company Information CAPTRUST

Name: CAPTRUST

Speciality: Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, Fiduciary Process Management

Location: Raleigh, NC, United States

Employees: 1000-5000

HQ Phone: 919.870.6822

Description: CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and f...

Frequently Asked Questions

What is Son's minimum period of employment in the companies?

Son's minimum period of employment in various companies is 2 months.

What is Son's average duration of employment for different companies?

On average, Son works for one company for 11 months

What industries has Son worked in?

Son works in the Financial Services.

What positions has Son held before?

Previously, Son worked as a Investment Analyst, and Associate, and Analyst, and Private Equity Analyst, and International Operations Loan Review Group Intern.

How do I contact Son?

Son's email address is **@captrust.com, phone number is +1-***-***-9746. Sign up to get contact details.

Who is the Co-Founder & CEO of the CAPTRUST?

The Co-Founder & CEO of the CAPTRUST is J. Fielding Miller

Who are Son's peers at other companies?

Son's peers at other companies are Tala Masri

Son Namesakes

Name
Company
Position
S
Co-Founder/ Chief Technology Officer
S
Country Brand Lead

Similar profiles

Name
Company
Position
T
Analyst, Alternative Investments

Other employees at CAPTRUST

Name
Company
Position
K
Senior Associate | Client Management
K
Financial Advisor
A
Client Management Consultant

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