Gabriella Lehmann
Associate Relationship Management @CAPTRUST
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2025 — Present
Associate Relationship Management @CAPTRUST
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The Woodlands, TX, US
Support the advisory team in relationship management, client meeting preparation, and account servicing.• Assist in retirement, education, and multi-generational wealth planning strategies tailored to client goals.• Continue developing expertise in financial planning and investments while pursuing the CFP® designation.
EDUCATION
N/A
Texas A&M University
Bachelor of Science - BS, Financial Planning
ABOUT GABRIELLA LEHMANN
A native of The Woodlands, I graduated cum laude from Texas A&M University with a…
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