Shaun Eskamani

Principal | Financial Advisor at CAPTRUST

Role
Principal Financial Advisor at CAPTRUST
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shaun Eskamani

I joined CAPTRUST in November 2008 as a Principal | Financial Advisor and specialize in providing defined contribution, defined benefit, and nonqualified plan advisory services to retirement plan sponsors across multiple industries and demographics. I frequently participate on industry panels, and am heavily involved in organizations such as CUPA-HR and NACUBO as a thought leader and retirement industry expert.EDUCATIONBachelor of Science degree in Business Administration from The University of North Carolina at Chapel Hill’s Kenan-Flagler Business SchoolAWARDS AND RECOGNITION2018 PLANSPONSOR Retirement Plan Advisor of the Year nominee2017 Financial Times 401 Top Retirement Plan Advisor2017 and 2018 NAPA Top Retirement Plan Advisors Under 40 “Young Guns” In my spare time, I enjoy traveling with friends and family, following my favorite sports teams, playing tennis, working out, surfing, and snowboarding. I\'m thrilled to be a part of a world-class organization, which boasts a 98% client retention rate, is a premier leader in the industry, has experienced tremendous growth, but has not lost sight of its culture. We truly live and breath our mission statement everyday, which is: To enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

Experience

  1. Principal Financial Advisor

    CAPTRUST

    Nov 2008 — Present

Education

  • The University of North Carolina at Chapel Hill

    Bachelor of Science in Business Administration, Business Administration and Management, General

    2002 — 2006

  • UNC Kenan-Flagler Business School

    BSBA, Marketing and Finance

    2002 — 2006

Skills

  • Personal Financial Planning
  • Non-Qualified Deferred Compensation
  • Asset Allocation
  • Finance
  • Independent Financial Advice
  • Retirement Plan Consulting
  • 401k
  • Retirement Planning
  • Pensions
  • Investments
  • Qualified Retirement Plans
  • Retirement

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Shaun Eskamani — Principal Financial Advisor at CAPTRUST in Raleigh, NC, US | Unifers