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Wes Collins Email & Phone Number
Senior Client Management Consultant
at
CAPTRUST
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Client Management Consultant
Location
Raleigh, North Carolina, United States
Company size
Who is Wes Collins? Overview
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Quick answer
Wes Collins is listed as Senior Client Management Consultant at CAPTRUST, a with 1713 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Wes Collins.
Wes Collins previously worked as Senior Manager, Financial Wellness and Advice at Captrust and Manager, Participant Advice Services at Captrust. Wes Collins holds Master Of Business Administration (Mba), Finance, General from East Carolina University.
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Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Wes Collins
Wes joined CAPTRUST in 2010 and serves as a Senior Manager within the Financial Wellness and Advice team. Within that role he helps to promote the services that the team offers and strategizes with clients on the best ways to effectively help their participants. Previously at CAPTRUST he worked as a Senior Associate/Retirement Counselor within the PAS team responsible for conducting retirement education and advice seminars for many of CAPTRUST’s institutional clients while also providing advice to participants on their retirement and other financial goals. Prior to joining the firm, Wes worked for The Vanguard Group as a fixed income trader and brokerage representative. Wes earned a Bachelor of Science degree in business administration and Master of Business Administration degree from East Carolina University, both with concentrations in finance. He was a recipient of the CAPTRUST Client Service Brick Award in 2012.
Current workplace
Wes Collins's current company
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Captrust
6 roles · 20 years
Wes Collins work experience
A career timeline built from the work history available for this profile.
Senior Manager, Financial Wellness And Advice
Current- Lead and mentor a team of 10 experienced account managers and staff- Cultivated and managed large, high-value client relationships, consistently exceeding $100,000 in fees- Facilitate sales meetings with potential clients, delivering comprehensive overviews of financial wellness services, resulting in 20 wins over the last 3 years- Drive cross-departmental initiatives to enhance organizational culture, including the creation of Independent Development Plans to guide individuals in… Show more - Lead and mentor a team of 10 experienced account managers and staff- Cultivated and managed large, high-value client relationships, consistently exceeding $100,000 in fees- Facilitate sales meetings with potential clients, delivering comprehensive overviews of financial wellness services, resulting in 20 wins over the last 3 years- Drive cross-departmental initiatives to enhance organizational culture, including the creation of Independent Development Plans to guide individuals in advancing their careers Show less
Jan 2019 - Present
Manager, Participant Advice Services
- Directed and supervised a team of 12 financial advisors conducting onsite client meetings- Managed a portfolio of clients, implementing tailored solutions from our service offerings- Championed projects to introduce new client offerings, contributing to service expansion, including the CAPTRUST Retirement Blueprint and Participant Advice client reporting and Timetrade online scheduling- Delivered engaging and insightful presentations on financial wellness topics during webinars… Show more - Directed and supervised a team of 12 financial advisors conducting onsite client meetings- Managed a portfolio of clients, implementing tailored solutions from our service offerings- Championed projects to introduce new client offerings, contributing to service expansion, including the CAPTRUST Retirement Blueprint and Participant Advice client reporting and Timetrade online scheduling- Delivered engaging and insightful presentations on financial wellness topics during webinars, fostering meaningful client engagement and establishing authority in the industry Show less
Jan 2014 - Dec 2018
Senior Participant Education Associate
- Developed and executed impactful presentations on retirement plans for participants- Provided individualized advice and addressed queries on retirement and non-retirement investing- Extensively traveled nationally to foster participant education and engagement
Apr 2010 - Dec 2013
Fixed Income Trader
- Executed trades and clarified concepts regarding fixed income products- Collaborated with external firms to facilitate smooth client transactions- Contributed to the development and maintenance of a comprehensive resource of trading procedures
Jan 2009 - Apr 2010
Brokerage Associate
- Assisted clients with opening new accounts, transferring assets, and swiftly resolving issues- Executed trades on various financial instruments and provided clear explanations on brokerage concepts
2007 - 2009
~2 yrs
2 education records
Wes Collins education
Master Of Business Administration (Mba), Finance, General
Bachelor Of Business Administration (Bba), Finance And Financial Management Services
FAQ
Frequently asked questions about Wes Collins
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What company does Wes Collins work for?
Wes Collins works for CAPTRUST.
What is Wes Collins's role at CAPTRUST?
Wes Collins is listed as Senior Client Management Consultant at CAPTRUST.
Where is Wes Collins based?
Wes Collins is based in Raleigh, North Carolina, United States while working with CAPTRUST.
What companies has Wes Collins worked for?
Wes Collins has worked for Captrust and Vanguard.
How can I contact Wes Collins?
You can use AeroLeads to view verified contact signals for Wes Collins at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Wes Collins attend?
Wes Collins holds Master Of Business Administration (Mba), Finance, General from East Carolina University.
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