Andrew V. Battle, Rpa
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Andrew V. Battle, Rpa Email & Phone Number

Manager II, Institutional Client Services at CAPTRUST at CAPTRUST
Location: Raleigh, North Carolina, United States 5 work roles 2 schools
1 work email found @captrustadvisors.com 9 phones found area 919 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email a****@captrustadvisors.com
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Manager II, Institutional Client Services at CAPTRUST
Location
Raleigh, North Carolina, United States
Company size
621 employees

Who is Andrew V. Battle, Rpa? Overview

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Quick answer

Andrew V. Battle, Rpa is listed as Manager II, Institutional Client Services at CAPTRUST at CAPTRUST, a with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 919, and a matched LinkedIn profile for Andrew V. Battle, Rpa.

Andrew V. Battle, Rpa previously worked as Manager II, Institutional Client Services at Captrust and Manager, Institutional Client Services at Captrust. Andrew V. Battle, Rpa holds Electrical Engineering, Mathematics from North Carolina Agricultural And Technical State University.

Company email context

Email format at CAPTRUST

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*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Andrew V. Battle, Rpa. Compare company email patterns before reaching out.

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Profile bio

About Andrew V. Battle, Rpa

• Retirement Plans Associate (RPA) designation from IFEBP• Series 6, 63 and 65 licensed• Over 27 years in the financial services industry• A lifelong Triangle area native, married for over thirty years and blessed with three childrenSpecialties:Retirement plan administration, investment selection and monitoring, plan participant education and enrollment, compliance, plan testing, and plan design.As a manager, I am focused on helping my team to reach their full potential professionally by removing roadblocks, suggesting ways to enhance their skillset, and giving them opportunities for growth. Our collective ultimate goal is to be impactful and to give service beyond expectation with our clients and in the communities in which we serve.

Listed skills include Retirement Planning, Investments, Retirement, Financial Services, and 25 others.

Current workplace

Andrew V. Battle, Rpa's current company

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CAPTRUST
Captrust
Manager II, Institutional Client Services at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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5 roles

Andrew V. Battle, Rpa work experience

A career timeline built from the work history available for this profile.

Manager Ii, Institutional Client Services

Current
Captrust

Raleigh, North Carolina, United States

Jan 2023 - Present

Manager, Institutional Client Services

Captrust

United States

Jan 2021 - Jan 2023

Client Relationship Manager

Captrust Financial Advisors

The Client Relationship Managers are focused on overall client management from initial conversion of new plans to CAPTRUST throughout their ‘life’ at CAPTRUST. As the primary contact for day-to-day client service needs, the main goal of the Client Relationship Manager is to deliver exceptional proactive client service. On a daily basis, the Client Relationship Managers are available to assist employees with questions related to plan enrollment and education, available investment options, and other areas.

Jun 2013 - Jan 2021

Financial Representative, Princor Registered Representative, Investment Advisor Representative

Principal Financial Group

Atlantic Coast Business Center

I work with small- to mid-size businesses, individuals and families to help them "protect their todays, prepare for their tomorrows, and leave something behind for the people and causes they care about." Comprehensive financial planning needs to be everyone's foundation, regardless of net worth. I help those individuals and business owners who are working hard to build their businesses and their lives, but may not have taken the time to properly plan for "What If?" and "What Next?"

Oct 2011 - 2013

Vice President And Relationship Manager

First Citizens Bank

Trusted advisor to business owners and their employees for over 60 company retirement plans. Responsible for all aspects of the retirement plan relationships. Collaborated with Business Development Officers to help determine a client's or prospect client's retirement plan service needs and present proposals to secure new business. Responsible for plan design consultation, investment and legislative reviews, testing results, and ERISA document reviews. Responsible for successful new account acquisitions and building client relationships. Conducted employee education and enrollment meetings that were easily understood by the employees and improved employee participation in their company-sponsored retirement plans. Monitored retirement plan investments and made recommendations for investment changes when warranted by following Investment Policy Statement. Very involved in the mentoring of new internal officers and relationship managers.

Apr 1998 - 2011
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

FM Fielding Miller Fielding Miller Colleague at CaptrustRaleigh, North Carolina, United States View → RK Ryan Konop, Cfp® Ryan Konop, Cfp® Colleague at CaptrustIndianapolis, Indiana, United States View → LV Laurie Vamos Laurie Vamos Colleague at CaptrustClarkston, Michigan, United States View → LS Lauren Sossou Lauren Sossou Colleague at CaptrustRaleigh, North Carolina, United States View → BR Beth Raymond, Cfp® Beth Raymond, Cfp® Colleague at CaptrustBoston, Massachusetts, United States View → JA James Al Cannon, Cfp®, Crps®, Aif® James Al Cannon, Cfp®, Crps®, Aif® Colleague at CaptrustGreenville, South Carolina, United States View → EH Everton Henrique Everton Henrique Colleague at CaptrustRio De Janeiro, Brazil View → J( Josee (Waitrovich) Nolan Josee (Waitrovich) Nolan Colleague at CaptrustCharlotte, North Carolina, United States View → RL Regina Lewis, Cpfa Regina Lewis, Cpfa Colleague at CaptrustNashville Metropolitan Area, United States View → SL Susan Lubeck, Mba Susan Lubeck, Mba Colleague at CaptrustDenver, Colorado, United States View →
2 education records

Andrew V. Battle, Rpa education

Education record

Louisburg High School
FAQ

Frequently asked questions about Andrew V. Battle, Rpa

Quick answers generated from the profile data available on this page.

What company does Andrew V. Battle, Rpa work for?

Andrew V. Battle, Rpa works for CAPTRUST.

What is Andrew V. Battle, Rpa's role at CAPTRUST?

Andrew V. Battle, Rpa is listed as Manager II, Institutional Client Services at CAPTRUST at CAPTRUST.

What is Andrew V. Battle, Rpa's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Andrew V. Battle, Rpa at CAPTRUST.

What is Andrew V. Battle, Rpa's phone number?

AeroLeads has found 9 phone signal(s) with area code 919 for Andrew V. Battle, Rpa at CAPTRUST.

Where is Andrew V. Battle, Rpa based?

Andrew V. Battle, Rpa is based in Raleigh, North Carolina, United States while working with CAPTRUST.

What companies has Andrew V. Battle, Rpa worked for?

Andrew V. Battle, Rpa has worked for Captrust, Captrust Financial Advisors, Principal Financial Group, and First Citizens Bank.

Who are Andrew V. Battle, Rpa's colleagues at CAPTRUST?

Andrew V. Battle, Rpa's colleagues at CAPTRUST include Fielding Miller, Ryan Konop, Cfp®, Laurie Vamos, Lauren Sossou, and Beth Raymond, Cfp®.

How can I contact Andrew V. Battle, Rpa?

You can use AeroLeads to view verified contact signals for Andrew V. Battle, Rpa at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Andrew V. Battle, Rpa attend?

Andrew V. Battle, Rpa holds Electrical Engineering, Mathematics from North Carolina Agricultural And Technical State University.

What skills is Andrew V. Battle, Rpa known for?

Andrew V. Battle, Rpa is listed with skills including Retirement Planning, Investments, Retirement, Financial Services, 401K, Wealth Management, Investment Advisory, and Customer Service.

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