Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
- Role
- Senior Director at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Heather Shanahan
As a Senior Director at CAPTRUST, I provide financial advisory services to nonprofit…
Experience
Senior Director
Jun 2022 — Present · Raleigh, NC, US
Education
University of North Carolina at Chapel Hill
BA
Duke University
Certificate in Non-Profit Management
2019
Skills
- Long Term Care Insurance
- Retirement Planning
- Executive Bonus
- Business Planning
- Insurance
- Employee Benefits
- Succession Planning
- Investment Strategies
- Sales Recruitment
- Term Life Insurance
- Financial Advisor Recruiting
- Recruiting
- Long-Term Care
- Key Person Insurance
- Iras
- Estate Planning
- Talent Acquisition
- 401k
- Business Transition Planning
- Investment Management
- Fixed Annuities
- Strategic Financial Planning
- Life Insurance
- Financial Services
- Training
- Disability Insurance
- Executive Pay
- Leadership
- Small Business
- Health Insurance
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