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Jason Hall Email & Phone Number

Institutional Client Management Consultant at CAPTRUST at CAPTRUST
Location: Charlotte Metro, United States, United States 9 work roles 2 schools
1 work email found @captrustadvisors.com 3 phones found area 513 and 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@captrustadvisors.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Institutional Client Management Consultant at CAPTRUST
Location
Charlotte Metro, United States, United States
Company size

Who is Jason Hall? Overview

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Quick answer

Jason Hall is listed as Institutional Client Management Consultant at CAPTRUST at CAPTRUST, a company with 621 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 513, 212, and a matched LinkedIn profile for Jason Hall.

Jason Hall previously worked as Institutional Client Management Consultant at Captrust and Internal Wholesaler at Wells Fargo. Jason Hall holds Marketing from Central Connecticut State University.

Company email context

Email format at CAPTRUST

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{first}.{last}@captrustadvisors.com
89% confidence

AeroLeads found 1 current-domain work email signal for Jason Hall. Compare company email patterns before reaching out.

Profile bio

About Jason Hall

I am a positive, self- motivated financial professional with a track record of proven experience and a drive for quickly mastering new technology and concepts. Strong history of producing accurate, timely results while adhering to corporate and regulatory guidelines. I pride myself on being an innovative, strategic and 'big picture' thinker who thrives on challenges, excels under pressure and exceeds expectations. Detail oriented with expertise to quickly build rapport and trust with clients and partners across many levels, responsive to identify needs, solve problems with minimal impact, and deliver solutions to surpass expectations while generating repeat business and promoting brand.• Relationship Development & Management• Retirement Plan Administration• ERISA compliance• Customer Relationship Management• Business Development• Project Management• Client Engagement

Listed skills include Financial Services, Leadership, Management, Customer Service, and 23 others.

Current workplace

Jason Hall's current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Institutional Client Management Consultant at CAPTRUST
raleigh, north carolina, united states
Employees
621
AeroLeads page
9 roles

Jason Hall work experience

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

Institutional Client Management Consultant

Current

Charlotte, North Carolina, United States

Jul 2021 - Present

Internal Wholesaler

Charlotte, North Carolina Area

Jul 2015 - Sep 2020

Relationship Manager

Charlotte, North Carolina Area

Aug 2013 - Jul 2015

Inbound Consultant

Apr 2013 - Aug 2013

Its Retirement Plan Services Associate

Charlotte, North Carolina Area

Apr 2009 - Feb 2013

Transition Consultant

Charlotte, North Carolina

Feb 2008 - Apr 2009

Data Automation Consultant

Hartford, Connecticut Area

Apr 2006 - Nov 2007

Service Specialist

Hartford, Connecticut Area

Mar 2005 - Apr 2006

Customer Service Specialist

Hartford, Connecticut Area

Jul 2002 - Mar 2005
Team & coworkers

Colleagues at CAPTRUST

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

2 education records

Jason Hall education

Education record

Windsor High School
FAQ

Frequently asked questions about Jason Hall

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

What company does Jason Hall work for?

Jason Hall works for CAPTRUST.

What is Jason Hall's role at CAPTRUST?

Jason Hall is listed as Institutional Client Management Consultant at CAPTRUST at CAPTRUST.

What is Jason Hall's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Jason Hall at CAPTRUST.

What is Jason Hall's phone number?

AeroLeads has found 3 phone signal(s) with area code 513, 212 for Jason Hall at CAPTRUST.

Where is Jason Hall based?

Jason Hall is based in Charlotte Metro, United States, United States while working with CAPTRUST.

What companies has Jason Hall worked for?

Jason Hall has worked for Captrust, Wells Fargo, Tiaa, and The Hartford.

Who are Jason Hall's colleagues at CAPTRUST?

Jason Hall's colleagues at CAPTRUST include Rachel Anthony, Salma Zaoudeh, Clu®Chfc®, Erin Spivak, Mindy Reineke, Ricp®, and Philip Kelton, Jr..

How can I contact Jason Hall?

You can use AeroLeads to view verified contact signals for Jason Hall at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Jason Hall attend?

Jason Hall holds Marketing from Central Connecticut State University.

What skills is Jason Hall known for?

Jason Hall is listed with skills including Financial Services, Leadership, Management, Customer Service, Mutual Funds, Call Centers, Sales, and Project Management.

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