Jeff Willman Email & Phone Number

Manager II | Institutional Reporting Operations @ CAPTRUST

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Jeff Willman Location

Green Bay, WI, US

Jeff Willman Work

2025 - now Manager II | Institutional Reporting Operations @ CAPTRUST
2024 - 2025 Manager | Institutional Operations @ CAPTRUST
2022 - 2024 Senior Team Leader | Institutional Operations @ CAPTRUST

2022 - 2022 Team Leader - Institutional Operations @ CAPTRUST
2021 - 2022 Senior Associate - Institutional Operations @ CAPTRUST
2020 - 2021 Associate II - Institutional Operations @ CAPTRUST
2019 - 2020 Associate - Institutional Operations @ CAPTRUST
2016 - 2019 Client Relations Manager @ Plan Sponsor Consultants
2017 - 2017 Volunteer Tax Preparation @ Beta Alpha Psi

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Jeff Willman Education

Northern Michigan University College of Business
Bachelor's Degree (Accounting)
2013 - 2017

Jeff Willman Summary

Jeff Willman, based in Green Bay, WI, US, is currently a Manager II | Institutional Reporting Operations at CAPTRUST. Jeff Willman brings experience from previous roles at CAPTRUST. Jeff Willman holds a 2013 - 2017 Bachelor's Degree in Accounting @ Northern Michigan University College of Business. Jeff Willman has 1 mobile phone numbers on RocketReach.

Jeff Willman Phone Numbers

Found 1 phone numbers

+1 906-367-XXXX

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