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@captrustadvisors.com
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Deanna Keating is listed as Endowments and Foundations/Institutional Client Services at CAPTRUST, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Deanna Keating.
Deanna Keating previously worked as Senior Client Management Consultant at Captrust and Assistant Vice President, Banking Advisor - Wealth Management at Pnc. Deanna Keating holds Business Administration And Management, General from Indiana University Indianapolis.
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AeroLeads found 1 current-domain work email signal for Deanna Keating. Compare company email patterns before reaching out.
Deanna Keating is a Endowments and Foundations/Institutional Client Services at CAPTRUST. She possess expertise in relationship management, global custody, investments, superior client service, project management and 26 more skills. Colleagues describe her as "While working as the CIO for the City of Jacksonville, FL, we transitioned to BNY Mellon as custodian for the General Employees' Pension Fund. During my tenure, Deanna was our relationship manager and she was a pleasure to work with: proactive in keeping us apprised of developments, ensuring we were aware of and utilizing applicable services, responding promptly to inquiries, and knowing that any issues would be resolved – what I think of as the ability to ‘fire and forget’ – knowing she would handle the issue to our satisfaction; I highly recommend Deanna." and "Deanna is a knowledgeable, extremely responsive client service officer. I was able to count on her help in all aspects of the relationship; she is proactive in solving problems and coordinating complex issues, and on top of all that, is a pleasure to work with."
Listed skills include Relationship Management, Global Custody, Investments, Superior Client Service, and 27 others.
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A career timeline built from the work history available for this profile.
Raleigh, NC, US
*Manage and cultivate 25+ endowment and foundation client relationships with financial advisors *Partner with clients, advisors and internal teams to onboard new client business *Participate in working groups to create efficiencies and streamline processes across the firm*Assist and educate colleagues on endowment and foundation related business
*Oversaw 800+ multi-family relationships *Collaborated with relationship teams to develop family financial plans, while enhancing client profitability*Identified opportunities and sold banking products and services to high-net-worth clients*Strengthened client relationships by creating customized strategies to meet their financial goals
*Presided over the daily operations of 100+high-net-worth trust and custody client relationships*Led, mentored and developed a team of five relationship managers*Represented client service in new business presentations with executive leadership team*Created and implemented pricing strategies to increase client profitability
US
*Fostered strong relationships with corporate, government, public and not-for-profit clients with AUM of $40B+ *Participated in new business efforts and finals presentations with executive leadership team, 100%-win rate*Proactively recommended services/product offerings that solved client challenges and achieved account growth *Served as lead when.
US
*Supported eight relationship managers with 200+ institutional clients, while assisting regional offices*Collaborated with relationship mangers on fee re-negotiations for client retention and revenue expansion*Assisted corporate sales team with coordinating RFP responses and client presentations*Liaison with marketing to ensure client product and.
US
*Supported three client service managers with 60+ endowment and foundation clients *Participated in client annual service reviews *Collaborated with clients and internal teams for daily operational needs*Mentored new client service team members
Other employees you can reach at captrustadvisors.com. View company contacts →
Hunter Mang
Colleague at Captrust
Greater Chicago Area, United States
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DA
David Amurao
Colleague at Captrust
Scottsdale, Arizona, United States, United States
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KD
Kathy Del Corso-Chase
Colleague at Captrust
Wake Forest, North Carolina, United States, United States
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CO
Crystal Opatich
Colleague at Captrust
United States, United States
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CB
Casey Bollock, Cfp®
Colleague at Captrust
Indianapolis, Indiana, United States, United States
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PT
Parker Topakian
Colleague at Captrust
Raleigh-Durham-Chapel Hill Area, United States
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RA
Rachel Anthony
Colleague at Captrust
United States, United States
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JC
Jess Cobb
Colleague at Captrust
Phoenix, Arizona, United States, United States
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EG
Elissa Glinn
Colleague at Captrust
Edison, New Jersey, United States, United States
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TH
Todd Hart
Colleague at Captrust
Salem, New Hampshire, United States, United States
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Quick answers generated from the profile data available on this page.
Deanna Keating works for CAPTRUST.
Deanna Keating is listed as Endowments and Foundations/Institutional Client Services at CAPTRUST.
AeroLeads has found 1 work email signal at @captrustadvisors.com for Deanna Keating at CAPTRUST.
Deanna Keating is based in Greater Tampa Bay Area, United States, United States while working with CAPTRUST.
Deanna Keating has worked for Captrust, Pnc, and The Bank Of New York Mellon.
Deanna Keating's colleagues at CAPTRUST include Hunter Mang, David Amurao, Kathy Del Corso-Chase, Crystal Opatich, and Casey Bollock, Cfp®.
You can use AeroLeads to view verified contact signals for Deanna Keating at CAPTRUST, including work email, phone, and LinkedIn data when available.
Deanna Keating holds Business Administration And Management, General from Indiana University Indianapolis.
Deanna Keating is listed with skills including Relationship Management, Global Custody, Investments, Superior Client Service, Project Management, Risk Management, 401K, and Compliance.
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