, transitions of client portfolios with CAPTRUST's research and trading teams. Assist in the implementation of client approved... as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication...
, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST's research and trading teams. Assist in... of individual income tax returns. Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport...