Karen Denise
Senior Director, Wealth Client Service at CAPTRUST
- Role
- Senior Director, Head of Wealth Client Service & Operations at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Karen Denise
Karen joined CAPTRUST in 2004 and currently serves as Senior Director, Head of Wealth Client Services and Operations.As leader of this group, Karen oversees a team of more than 150 CAPTRUST colleagues in client service and operations for wealth management clients. Previously, she led CAPTRUST’s wealth operations unit where she was responsible for developing and maintaining procedures to improve efficiencies for wealth operations, as well as assisting the integration team in onboarding newly acquired offices. Prior to joining CAPTRUST, Karen worked in Wachovia Bank’s personal trust and investment management departments. Karen earned a Bachelor of Business Administration degree in trust management and financial planning from Campbell University.
Experience
Senior Director, Head of Wealth Client Service & Operations
Jul 2019 — Present · Raleigh-Durham, NC, US
Education
Campbell University
Bachelors Business Administration, Majored in Trust Management, Minor in Financial Planning
1994 — 1998
Skills
- 401k
- Series 7
- Investments
- Asset Allocation
- Wealth Management
- Retirement Planning
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