Rita Kiesler
Senior Director at Captrust
Based in Raleigh, United States
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Seniority
Director
Department
General Business & Management
Location
Raleigh
Industry
Financial Services
Company size
1.9K
Contact information
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r•••••••@captrust.com
Phone
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Background
About Rita Kiesler
Rita joined CAPTRUST in November 2006 as a Client Management Consultant. In her current role of Senior Director she serves as an internal resource, mentor, and process leader for Institutional Operations. She oversees best practices in training, onboarding, client reporting, and the system and processes that support the servicing of clients. She brings 25+ years of financial planning and banking experience, including services, sales, client relationship development, objective retention, and the facilitation of plan participant enrollment education. She received a BA in English from Rutgers University of New Brunswick, NJ. Rita holds FINRA Series 6, 7, and 24 licenses as well as NC Life and Health licenses. In addition, she has achieved the ARPS (Accredited Retirement Plan Specialist) designation.
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