Julie Erickson
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Julie Erickson Email & Phone Number

Client Management Consultant at CAPTRUST
Location: Raleigh, North Carolina, United States 6 work roles 4 schools
1 work email found @captrustadvisors.com 3 phones found area 443, 515, and 800 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@captrustadvisors.com
Direct phone (443) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Client Management Consultant
Location
Raleigh, North Carolina, United States
Company size
621 employees

Who is Julie Erickson? Overview

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Quick answer

Julie Erickson is listed as Client Management Consultant at CAPTRUST, a with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 443, 515, 800, and a matched LinkedIn profile for Julie Erickson.

Julie Erickson previously worked as Retirement Plan Coordinator at T. Rowe Price and Admissions & Enrollment Intern at The Scholar Ship. Julie Erickson holds Master Of Science (Ms), Business & Technology Management from Stevenson University.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Julie Erickson's masked contact details.

*@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Julie Erickson. Compare company email patterns before reaching out.

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Profile bio

About Julie Erickson

Julie Erickson is a Client Management Consultant at CAPTRUST. She possess expertise in microsoft office, time management, customer service, 401k, microsoft excel and 14 more skills.

Listed skills include Microsoft Office, Time Management, Customer Service, 401K, and 15 others.

Current workplace

Julie Erickson's current company

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

CAPTRUST
Captrust
Client Management Consultant
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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6 roles

Julie Erickson work experience

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

Client Management Consultant

Current
Captrust

Raleigh, Nc

Julie joined CAPTRUST in 2015 as a client management consultant responsible for supporting our client service efforts on the institutional service team. Prior to joining CAPTRUST, Julie served as senior retirement plan coordinator for T. Rowe Price and has worked in the industry since 2008. She received a Bachelor of Arts degree in business administration from Towson University and a Master of Science in Business and Technology Management from Stevenson University.

Oct 2015 - Present

Admissions & Enrollment Intern

The Scholar Ship
May 2008 - Jun 2008

Teacher'S Aide

Love Of Learning Montessori School
Jun 2005 - Jun 2006
Team & coworkers

Colleagues at CAPTRUST

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

EE Eric Ensign, Cpa Eric Ensign, Cpa Colleague at CaptrustPhoenix, Arizona, United States View → LS Lauren Stallings Lauren Stallings Colleague at CaptrustBirmingham, Alabama, United States View → MG Matt Godleski Matt Godleski Colleague at CaptrustAtlanta, Georgia, United States View → JH Jack Holmes Jack Holmes Colleague at CaptrustNew York City Metropolitan Area, United States View → NB Nikki Bargas, Cfp® Nikki Bargas, Cfp® Colleague at CaptrustLexington, Massachusetts, United States View → JC Jonathan Carothers Jonathan Carothers Colleague at CaptrustNashville Metropolitan Area, United States View → KS Kyle Shoemaker, Cfp® Kyle Shoemaker, Cfp® Colleague at CaptrustAllentown, Pennsylvania, United States View → TR Tom Reynolds Tom Reynolds Colleague at CaptrustGreenville, South Carolina, United States View → GH Glen Hahlen Glen Hahlen Colleague at CaptrustUniontown, Ohio, United States View → MM Megan Marshall Megan Marshall Colleague at CaptrustChesterton, Indiana, United States View →
4 education records

Julie Erickson education

Master Of Science (Ms), Business & Technology Management

Stevenson University

Activities and Societies: Delta Epsilon Iota Academic Honor Society

Ba, Business Administration

Towson University

Activities and Societies: Alpha Kappa Psi (Business Co-Ed Fraternity) - Founding member of Alpha Kappa Psi - Omega Kappa chapter, - Vice.

High School Diploma

Mcdonogh School
FAQ

Frequently asked questions about Julie Erickson

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

What company does Julie Erickson work for?

Julie Erickson works for CAPTRUST.

What is Julie Erickson's role at CAPTRUST?

Julie Erickson is listed as Client Management Consultant at CAPTRUST.

What is Julie Erickson's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Julie Erickson at CAPTRUST.

What is Julie Erickson's phone number?

AeroLeads has found 3 phone signal(s) with area code 443, 515, 800 for Julie Erickson at CAPTRUST.

Where is Julie Erickson based?

Julie Erickson is based in Raleigh, North Carolina, United States while working with CAPTRUST.

What companies has Julie Erickson worked for?

Julie Erickson has worked for Captrust, T. Rowe Price, The Scholar Ship, Wachovia Bank, and Love Of Learning Montessori School.

Who are Julie Erickson's colleagues at CAPTRUST?

Julie Erickson's colleagues at CAPTRUST include Eric Ensign, Cpa, Lauren Stallings, Matt Godleski, Jack Holmes, and Nikki Bargas, Cfp®.

How can I contact Julie Erickson?

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

What schools did Julie Erickson attend?

Julie Erickson holds Master Of Science (Ms), Business & Technology Management from Stevenson University.

What skills is Julie Erickson known for?

Julie Erickson is listed with skills including Microsoft Office, Time Management, Customer Service, 401K, Microsoft Excel, Powerpoint, Data Analysis, and Management.

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