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Karen DeniseSenior Director, Wealth Client Services

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

Karen joined CAPTRUST in 2004 and currently serves as senior director, wealth client services. Previously, she led CAPTRUST's wealth operations unit where she was 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 AND RECOGNITION 

  • CAPTRUST Community Service Brick Award in 2005
  • CAPTRUST Step-up Brick Award in 2017

 

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