with CAPTRUST’s research and trading teams. Assist in the implementation of client approved financial planning ideas such as estate... gathering of information and preparation of individual income tax returns. Serve as a liaison for the team with other CAPTRUST...
, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST’s research and trading teams. Assist... of individual income tax returns. Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport...