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Jeff Willman Email & Phone Number
Manager II | Institutional Reporting Operations
at
CAPTRUST
1 work email found
@captrustadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager II | Institutional Reporting Operations
Location
Green Bay, Wisconsin, United States
Company size
Who is Jeff Willman? Overview
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Quick answer
Jeff Willman is listed as Manager II | Institutional Reporting Operations at CAPTRUST, a with 1713 employees, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Jeff Willman.
Jeff Willman previously worked as Manager | Institutional Operations at Captrust and Senior Team Leader | Institutional Operations at Captrust. Jeff Willman holds Bachelor'S Degree, Accounting from Northern Michigan University College Of Business.
Company email context
Email format at CAPTRUST
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{first}.{last}@captrustadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeff Willman. Compare company email patterns before reaching out.
Profile bio
About Jeff Willman
Bachelor of Science in Accounting from Northern Michigan University.
Listed skills include Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, and 3 others.
Current workplace
Jeff Willman's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
9 roles
Jeff Willman work experience
A career timeline built from the work history available for this profile.
Manager | Institutional Operations
Senior Team Leader | Institutional Operations
Jun 2022 - Jan 2024
Team Leader - Institutional Operations
Jan 2022 - Jun 2022
Senior Associate - Institutional Operations
Jan 2021 - Jan 2022
Associate Ii - Institutional Operations
Feb 2020 - Jan 2021
Associate - Institutional Operations
May 2019 - Feb 2020
Client Relations Manager
Sep 2016 - May 2019
Volunteer Tax Preparation
Beta Alpha Psi
Assisted the University's local BAP chapter with the Volunteer Income Tax Assistance Program during the 2017 tax season.
Jan 2017 - Apr 2017
1 education record
Jeff Willman education
FAQ
Frequently asked questions about Jeff Willman
Quick answers generated from the profile data available on this page.
What company does Jeff Willman work for?
Jeff Willman works for CAPTRUST.
What is Jeff Willman's role at CAPTRUST?
Jeff Willman is listed as Manager II | Institutional Reporting Operations at CAPTRUST.
What is Jeff Willman's email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Jeff Willman at CAPTRUST.
Where is Jeff Willman based?
Jeff Willman is based in Green Bay, Wisconsin, United States while working with CAPTRUST.
What companies has Jeff Willman worked for?
Jeff Willman has worked for Captrust, Plan Sponsor Consultants, and Beta Alpha Psi.
How can I contact Jeff Willman?
You can use AeroLeads to view verified contact signals for Jeff Willman at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Jeff Willman attend?
Jeff Willman holds Bachelor'S Degree, Accounting from Northern Michigan University College Of Business.
What skills is Jeff Willman known for?
Jeff Willman is listed with skills including Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Powerpoint, Research, and Public Speaking.
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