Raleigh, North Carolina, United States
Oversee custom target date and managed account solutions and lead research for multi-asset investment strategies.
Lead coverage of Multi-Asset investment strategies such as target date funds, retirement income products, managed accounts, and other asset allocation solutions for the CAPTRUST Manager Due Diligence team.
Lead coverage of Multi-Asset investment strategies such as target date funds, retirement income products, managed accounts, and other asset allocation solutions for the CAPTRUST Manager Due Diligence team.
Shadowed producers on sales calls and developed a marketing plan to sell personal insurance on social media websites.
Serve as point-of-contact for potential residents