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Jacquelyn Guthrie, Pmp Email & Phone Number

Vice President | Integrations at Lido Advisors, LLC
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 9 work roles 1 school
1 work email found @captrustadvisors.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@captrustadvisors.com
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Current company
Lido Advisors, LLC
Role
Vice President | Integrations
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
360 employees

Who is Jacquelyn Guthrie, Pmp? Overview

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Quick answer

Jacquelyn Guthrie, Pmp is listed as Vice President | Integrations at Lido Advisors, LLC, a company with 360 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Jacquelyn Guthrie, Pmp.

Jacquelyn Guthrie, Pmp previously worked as Manager at Captrust and Board Member - Fundraising Chair at CCF at Captrust. Jacquelyn Guthrie, Pmp holds Business/Commerce, General from Hawaii Pacific University.

Company email context

Email format at Lido Advisors, LLC

This section adds company-level context without repeating Jacquelyn Guthrie, Pmp's masked contact details.

*@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Jacquelyn Guthrie, Pmp. Compare company email patterns before reaching out.

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Profile bio

About Jacquelyn Guthrie, Pmp

I am an Integration Manager that is passionate about building relationships. Whether that is managing successful integrations, volunteering with various organizations or by being an active member of my community, helping others is a key driver of my success. I am always looking for opportunities to grow both personally and professionally and to mentor those wanting to do the same. Reach out anytime, I always enjoy good conversation.

Listed skills include Regulatory Compliance, Budget Analysis, Credit Analysis, Financial Operations, and 35 others.

Current workplace

Jacquelyn Guthrie, Pmp's current company

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

Lido Advisors, LLC
Lido Advisors, Llc
Vice President | Integrations
Chapel Hill, NC, US
Website
lidoadvisors.com
Employees
360
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Company profile
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9 roles

Jacquelyn Guthrie, Pmp work experience

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

Manager

Current
Captrust

Raleigh, North Carolina, United States

Dec 2023 - Present

Board Member - Fundraising Chair At Ccf

Current
Captrust

Serving as the Fundraising Chair for the CAPTRUST Community Foundation (CCF)

Dec 2023 - Present

Senior Integration Specialist

Captrust

Raleigh, North Carolina, United States

Dec 2021 - Dec 2023

Business Integration Consultant

Captrust

Raleigh, North Carolina

Sep 2018 - Dec 2021

Financial Specialist

Pinnacle Financial Partners

Raleigh, North Carolina

Establishes lasting relationships with clients and fellow employeesAcquires, advises and manages client loan portfoliosSmall Business Development Banker: review current structure, advise and fulfill clients’ needs regarding lending, deposit relationships, treasury management and general support.Coach new employees on (but not limited to) career goals.

Sep 2016 - Sep 2018

Operations Specialist

Northwestern Mutual

Raleigh-Durham, North Carolina Area

Inputs new applications, conversions, changes, and reporting in Application Input system and Access databaseProcesses new account opening, account maintenance, and account change requestsEnters mutual fund, unit trust, certificates of deposit, and treasury orders in the NetExchange Pro system Maintains daily bank deposits, checks, and orders logs for.

Sep 2015 - Sep 2016

Personal Banker Ii

Wells Fargo

Raleigh-Durham, North Carolina Area

Help mentor, train and manage new employees; with a focus on customer service, ethical sales and conversion of service to sales.Help acquire new business to the WellsFargo@Work program; set up out-of-office visits, building rapport with other Wells Fargo and non-Wells Fargo managers and co-facilitating information sessions.Open/Close credit products such.

Apr 2013 - Sep 2015

Sales And Service Manager

Bank Of America

Apex, North Carolina

Co-Manage teller line in regards to staffing, customer complaints and financial operations.Open and close accounts, credit cards and debit cards.Package and ship outgoing cash in accordance with government regulations.Monitor and analyze incoming cash shipments in accordance with government regulations. Analyze, monitor and distribute required weekly.

May 2010 - Apr 2013
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 360 employees →

JH Josef Heinzel Josef Heinzel Colleague at Lido Advisors, Llc Greater London, England, United Kingdom, United Kingdom View → MM Matthew Meenan Matthew Meenan Colleague at Lido Advisors, Llc Dallas-Fort Worth Metroplex, United States View → DL Danny Leong, Cfp® Danny Leong, Cfp® Colleague at Lido Advisors, Llc Los Angeles, California, United States, United States View → ED Elodie Desquet Elodie Desquet Colleague at Lido Advisors, Llc Greater Paris Metropolitan Region, France View → TS Tommie Sanders Tommie Sanders Colleague at Lido Advisors, Llc Greater Perth Area, Australia View → MA Marvin Antonio Palacios Marvin Antonio Palacios Colleague at Lido Advisors, Llc El Salvador, El Salvador View → VŠ Valters Štelfs Valters Štelfs Colleague at Lido Advisors, Llc Latvia, Latvia View → AI Ashley Isordia Ashley Isordia Colleague at Lido Advisors, Llc Los Angeles, California, United States, United States View → TM Tony Mastrogiorgio Tony Mastrogiorgio Colleague at Lido Advisors, Llc Pleasant Hill, California, United States, United States View → GG Garrett Gabriel Garrett Gabriel Colleague at Lido Advisors, Llc United States, United States View →
1 education record

Jacquelyn Guthrie, Pmp education

FAQ

Frequently asked questions about Jacquelyn Guthrie, Pmp

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

What company does Jacquelyn Guthrie, Pmp work for?

Jacquelyn Guthrie, Pmp works for Lido Advisors, LLC.

What is Jacquelyn Guthrie, Pmp's role at Lido Advisors, LLC?

Jacquelyn Guthrie, Pmp is listed as Vice President | Integrations at Lido Advisors, LLC.

What is Jacquelyn Guthrie, Pmp's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Jacquelyn Guthrie, Pmp at Lido Advisors, LLC.

Where is Jacquelyn Guthrie, Pmp based?

Jacquelyn Guthrie, Pmp is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Lido Advisors, LLC.

What companies has Jacquelyn Guthrie, Pmp worked for?

Jacquelyn Guthrie, Pmp has worked for Lido Advisors, Llc, Captrust, Pinnacle Financial Partners, Northwestern Mutual, and Wells Fargo.

Who are Jacquelyn Guthrie, Pmp's colleagues at Lido Advisors, LLC?

Jacquelyn Guthrie, Pmp's colleagues at Lido Advisors, LLC include Josef Heinzel, Matthew Meenan, Danny Leong, Cfp®, Elodie Desquet, and Tommie Sanders.

How can I contact Jacquelyn Guthrie, Pmp?

You can use AeroLeads to view verified contact signals for Jacquelyn Guthrie, Pmp at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jacquelyn Guthrie, Pmp attend?

Jacquelyn Guthrie, Pmp holds Business/Commerce, General from Hawaii Pacific University.

What skills is Jacquelyn Guthrie, Pmp known for?

Jacquelyn Guthrie, Pmp is listed with skills including Regulatory Compliance, Budget Analysis, Credit Analysis, Financial Operations, Loss Mitigation, Cash Flow Analysis, Organizational Leadership, and Cash Management.

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