Kelly Gilbert

Director, Institutional Client Services at CAPTRUST

Role
Director, Institutional Client Services at CAPTRUST
Location
Raleigh, NC, US
LinkedIn followers
500 followers

About Kelly Gilbert

Experienced Manager with a demonstrated history of working in the financial services…

Experience

  1. Director, Institutional Client Services

    CAPTRUST

    Jan 2025 — Present

Education

  • University of Phoenix

    Master of Business Administration (M.B.A.)

    2003 — 2005

  • Eckerd College

    Bachelor of Science (B.S.)

    1998 — 2001

Skills

  • Hro
  • Workforce Management
  • Coaching
  • Analysis
  • Business Analysis
  • Vendor Management
  • Management
  • Team Building
  • Mutual Funds
  • Process Improvement
  • Account Management
  • Change Management
  • Series 65
  • Training
  • Salesforce.com
  • Performance Management
  • Peoplesoft

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Kelly Gilbert — Director, Institutional Client Services at CAPTRUST in Raleigh, NC, US | Unifers