J. Vance Email & Phone Number
Client Management Consultant @ CAPTRUST
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J. Vance Location
- Florida, United States
J. Vance Work
- 2019 -now Client Management Consultant @
- 2012 -2019 Senior Business Relationship Consultant @ Aspire Financial Services, LLC
- 2008 -2012 Consultant, Plan Administration @ CPActuaries
- 2005 -2008 Manager, Client Services @ Midsouth Consulting Group
- 2002 -2005 Pension Administrator @ R.J.L. Pension Services, Inc.
- 2002 -2002 Manager, Retirement Plan Services @ Ceridian Retirement Plan Services
- 1999 -2002 Manager Customer Relations @ Capital One
- 1998 -1999 Manager, Custom Plans @ Ceridian Retirement Plan Services
- 1992 -1998 Client Service Manager @ MetLife
J. Vance Education
- Middle Tennessee State University (MTSU)
J. Vance Skills
- Retirement Plan Consulting
- Account Management
- Regulatory Compliance
- Leadership
- Investment Management
J. Vance Summary
- J. Vance, based in Florida, United States, is currently a Client Management Consultant at CAPTRUST. J. Vance brings experience from previous roles at Aspire Financial Services, LLC, CPActuaries, Midsouth Consulting Group and R.J.L. Pension Services, Inc.. J. Vance holds a Middle Tennessee State University (MTSU). With a robust skill set that includes Retirement Plan Consulting, Account Management, Regulatory Compliance, Leadership, Investment Management and more. J. Vance has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named J. Vance
J. Vance
Client Management Consultant
Florida, United States
Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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