Homepage | Icebreaker

Sign up or Log in

Teams

System

Homepage | Icebreaker

Homepage

Homepage

Our nationwide team of expert advisors offers a wide range of financial services for a considerable group of clients. Find your match today!

9 members

Contact info

Link

captrust.com

Members

Kelly Mora-Romero

•

Experienced Relationship Manager with a demonstrated history of working in financial services, specialized in the retirement plan industry. Skilled in client management, ERISA, mutual funds and recordkeeping. Professional with a Bachelor's degree focused in Global Business and Marketing from the University of South Florida.

•

Manager | Investment Management at CAPTRUST

•

Experienced Director of Investments with a demonstrated history of working in the investment management industry.

•

Software Engineer/Full Stack Programmer

•

Vice President, Financial Advisor at CAPTRUST

Nathan Erickson, CFA®, CAIA

•

Principal | Financial Advisor at CAPTRUST

James (Ben) Farmer

•

I am an alumni of High Point University with a BA in Communication Studies focusing in Electronic Media. I am currently working at NC State Extension as a Video Education Specialist. I have a passion for the film/photography industry and it shows in my work ethic and attitude on any job. I am skilled with operating a camera and knowing how it works rather than just having great equipment. I have worked on productions for major networks such as TruTV, Animal Planet, and TLC. Through those experiences I have developed a hard work ethic, positive attitude, and a great eye for video.

Michele Callaway CIPP/US

•

Corporate Counsel, Privacy | CAPTRUST

•