Gabriela Bradley Email & Phone Number
@captrustadvisors.com
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Who is Gabriela Bradley? Overview
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Gabriela Bradley is listed as Client Management Consultant at CAPTRUST at CAPTRUST, a company with 621 employees, based in Holly Springs, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Gabriela Bradley.
Gabriela Bradley previously worked as Client Management Consultant at Captrust and Senior Client Management Associate at Captrust. Gabriela Bradley holds Bachelor Of Science (B.S.), History, Gpa: 3.5/4.0 from Campbell University.
Email format at CAPTRUST
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AeroLeads found 1 current-domain work email signal for Gabriela Bradley. Compare company email patterns before reaching out.
About Gabriela Bradley
I am an ambitious individual always looking for ways to not only broaden my career, but also my attributes as a person. Some would say I am polymathic, yet always open to new challenges to continue my growth and abilities. I am very willing to work hard to reach my goals and am very pleasant to work with. I deeply understand the important of time management as I have often worked under unsupervised areas. Furthermore, I work most effectively under pressure. I am confident I can make an immediate contribution to any organization I am a part of. If there is any way I can help you, please reach out to me! I love networking and helping in any way I can.
Listed skills include Customer Service, Powerpoint, Leadership, Management, and 13 others.
Gabriela Bradley's current company
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Gabriela Bradley work experience
A career timeline built from the work history available for this profile.
Senior Client Management Associate
Retirement Client Service Analyst
- Perform administration functions on assigned accounts using the advice and direction of the EBO Administration Team Leader
- Interpret legal documents and current Internal Revenue Service (IRS) code and ERISA regulations
- Provide ongoing communication with Plan Sponsor, Consultant, and Team Manager
- Respond to all voice mail and e-mail communications in a timely manner
- Review new account openings to ensure accounts are coded and working properly
- Analyze external company’s contributions to 401(k) accounts for accuracy and adjust as needed
Office Administrator
- Hire, train and coordinate with employees
- Schedule work and estimates with clients
- Monitor and assist staff with work progress, including being on site if needed
- Perform follow-ups with new clients to ensure satisfaction
- Email estimates and invoices to clients
- Manage the company’s accounting through Excel and Quick Books Software
Employee Benefits 401(K) Administrator
- Perform administration functions on assigned accounts using the advice and direction of the EBO Administration Team Leader
- Interpret legal documents and current Internal Revenue Service (IRS) code and ERISA regulations
- Provide ongoing communication with Plan Sponsor, Consultant, and Team Manager
- Respond to all voice mail and e-mail communications in a timely manner
- Review new account openings to ensure accounts are coded and working properly
- Analyze external company’s contributions to 401(k) accounts for accuracy and adjust as needed
Ebo Service Center Associate
- Bilingual representative for team to assist Spanish speaking participants
- Manage a high-volume of incoming calls regarding retirement accounts
- Research, troubleshoot and resolve inquiries concerning challenging situations
- Build rapport, listen and clarify conversational flow
- Executed investment or loan trades upon client’s request
Office Assistant At Central Office
- Bilingual customer representative including translating letters for parents
- Assist parents in enrolling in after-school and summer camp programs
- Collect and record payments for programs
- Record and file applications
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
Evan Melcher, Aif®, Arpc, Cima®, Cpfa®
Colleague at Captrust
Alpharetta, Georgia, United States, United States
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PD
Philip De Bruyn
Colleague at Captrust
Dallas, Texas, United States, United States
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KC
Karla Creighton
Colleague at Captrust
Des Moines, Iowa, United States, United States
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DG
Devin Gillies
Colleague at Captrust
Salt Lake City Metropolitan Area, United States, United States
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RH
Ryan Heath
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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RT
Richard Torbinski
Colleague at Captrust
Warren, New Jersey, United States, United States
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GC
Gary C. Davis, Crps®, Aif®
Colleague at Captrust
Greenville-Spartanburg-Anderson, South Carolina Area, United States
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FP
Felix Pacheco
Colleague at Captrust
Spring, Texas, United States, United States
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MC
Michele Callaway Cipp/Us
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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LH
Land Hite
Colleague at Captrust
Charlotte, North Carolina, United States, United States
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Gabriela Bradley education
Frequently asked questions about Gabriela Bradley
Quick answers generated from the profile data available on this page.
What company does Gabriela Bradley work for?
Gabriela Bradley works for CAPTRUST.
What is Gabriela Bradley's role at CAPTRUST?
Gabriela Bradley is listed as Client Management Consultant at CAPTRUST at CAPTRUST.
What is Gabriela Bradley's email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Gabriela Bradley at CAPTRUST.
Where is Gabriela Bradley based?
Gabriela Bradley is based in Holly Springs, North Carolina, United States while working with CAPTRUST.
What companies has Gabriela Bradley worked for?
Gabriela Bradley has worked for Captrust, Bb&T, Rosa'S Cleaning Enterprises, Llc, and Durham Public Schools.
Who are Gabriela Bradley's colleagues at CAPTRUST?
Gabriela Bradley's colleagues at CAPTRUST include Evan Melcher, Aif®, Arpc, Cima®, Cpfa®, Philip De Bruyn, Karla Creighton, Devin Gillies, and Ryan Heath.
How can I contact Gabriela Bradley?
You can use AeroLeads to view verified contact signals for Gabriela Bradley at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Gabriela Bradley attend?
Gabriela Bradley holds Bachelor Of Science (B.S.), History, Gpa: 3.5/4.0 from Campbell University.
What skills is Gabriela Bradley known for?
Gabriela Bradley is listed with skills including Customer Service, Powerpoint, Leadership, Management, Microsoft Office, Microsoft Excel, Account Reconciliation, and Quickbooks.
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