Shaun Eskamani
Principal | Financial Advisor at CAPTRUST
- Role
- Principal Financial Advisor at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
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
Principal Financial Advisor
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
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