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Meagan CarusoManager, Client Services

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

Meagan joined CAPTRUST in 2011 and serves as a manager, client services, responsible for leading a hybrid team of Client Management Associates, Client Management Specialists, and Client Management Consultants on the institutional side. Meagan's team provides CMCs with administrative functions, including CAPTRUST Direct maintenance, market value collection, document audits, quarterly review preparation, and much more. Prior to being a manager, Meagan was a team leader, as well as an Institutional CMC for CAPTRUST. Prior to joining the firm, Meagan worked as an assistant office manager at Trinity Wellness Center. 

EDUCATION

  • Bachelor of Business Administration degree in business management with a concentration in finance from North Carolina State University

AWARDS 

  • CAPTRUST 5 Year Service Brick Award in 2017

 

Personal Profile

Hometown:
Raleigh, NC
Favorite Book or Movie:
The Great Gatsby | Forrest Gump
Ideal Dinner Guest:
Oprah, John F. Kennedy, and J. K. Rowling
Words to Live By:
Be yourself; everyone else is already taken
Qualities I Admire in People:
Gratitude, humility, and compassion