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Karen DeniseDirector, Wealth Operations

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822

Karen joined CAPTRUST in 2004 and serves as a director, wealth operations, responsible for developing, testing, training, and maintaining procedures to improve efficiencies in the wealth operations department. Prior to joining the firm, Karen worked in Wachovia Bank’s Personal Trust and Investment Management Departments.

EDUCATION

  • Bachelor of Business Administration degree in trust management and financial planning from Campbell University

AWARDS 

  • CAPTRUST Community Service Brick Award in 2005

 

Personal Profile

Hometown:
Broadway, NC
Favorite Book or Movie:
To Kill a Mockingbird | The Color Purple
Ideal Dinner Guest:
Christine Lagarde, Robert Plant, and Franklin D Roosevelt
Words to Live By:
Laugh, and the world laughs with you; Week, and you weep alone.
Qualities I Admire in People:
Honesty, diplomacy, and kindness