Roberta Angelo Location
Clarkston, MI, US
Roberta Angelo Work
- 2014 - now Director Retirement Services @ CAPTRUST
- 2009 - 2014 Client Services Manager @ Alerus Retirement Solutions (formely PensionTrend, Inc.)
- 2003 - 2009 Vice President Client Relations @ Freedom One Financial Group
- 1997 - 2003 Client Services Manager @ Alliance Benefit Group of Michigan
Roberta Angelo Education
- Oakland University
BA Mathematics
1991 - 1996
Roberta Angelo Skills
- 401k
- Retirement Planning
- Profit Sharing
- Retirement
- Investment Advisory
- ERISA
- Mutual Funds
- Asset Allocation
- Employee Benefits
- Wealth Management
Roberta Angelo Summary
Roberta Angelo, based in Clarkston, MI, US, is currently a Director Retirement Services at CAPTRUST. Roberta Angelo brings experience from previous roles at Alerus Retirement Solutions (formely PensionTrend, Inc.), Freedom One Financial Group and Alliance Benefit Group of Michigan. Roberta Angelo holds a 1991 - 1996 BA Mathematics @ Oakland University. With a robust skill set that includes 401k, Retirement Planning, Profit Sharing, Retirement, Investment Advisory and more. Roberta Angelo has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Roberta Angelo
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Roberta Angelo
Director Retirement Services at CAPTRUST
Clarkston, MI, US23
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