Senior Manager | Wealth Operations
Current
Jan 2021 - Present
AeroLeads people directory · profile
Morgan Monday Jones Email & Phone Number
Senior Manager | Wealth Operations at CAPTRUST
at
CAPTRUST
1 work email found
@captrustadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager | Wealth Operations at CAPTRUST
Location
Morrisville, North Carolina, United States
Company size
Who is Morgan Monday Jones? Overview
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Quick answer
Morgan Monday Jones is listed as Senior Manager | Wealth Operations at CAPTRUST at CAPTRUST, a company with 621 employees, based in Morrisville, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Morgan Monday Jones.
Morgan Monday Jones previously worked as Senior Manager | Wealth Operations at Captrust and Manager | Wealth Operations at Captrust. Morgan Monday Jones holds Master Of Business Administration, Finance Concentration from East Carolina University - College Of Business.
Company email context
Email format at CAPTRUST
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{first_initial}{last}@captrustadvisors.com
79% confidence
AeroLeads found 1 current-domain work email signal for Morgan Monday Jones. Compare company email patterns before reaching out.
Profile bio
About Morgan Monday Jones
Morgan Monday Jones is a Senior Manager | Wealth Operations at CAPTRUST at CAPTRUST. They possess expertise in microsoft office, team leadership, sales, leadership, data analysis and 39 more skills.
Listed skills include Microsoft Office, Team Leadership, Sales, Leadership, and 40 others.
Current workplace
Morgan Monday Jones's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
6 roles
Morgan Monday Jones work experience
A career timeline built from the work history available for this profile.
Manager | Wealth Operations
Sep 2018 - Jan 2021
Director Of Operations
As Director of Operations for Tidewater Equity Partners I managed all back-office investment operations and participated in all stages of equity, debt, and M&A transactions. Examples of these activities include:- Business process design, implementation, and management- Investor relations for 200+ individuals and institutions- Creation of investment.
Aug 2016 - Sep 2018
Vice President Of Operations
Lookout Capital, Llc
During my time at Lookout Capital, a growing private equity firm, I oversaw all daily operations and participated as a junior member of the deal team. Activities included:- Creation and maintenance of investor database, cap tables, and shared file system- Event planning for investor annual meetings and socials for 100+ participants- Coordination of.
Sep 2013 - Sep 2018
Executive Assistant
I-Cubed (Kpit)
Serving as the Executive Assistant to the VP of Business Development I directly supported the VP of a rapidly-growing IT firm by collaborating with all departments to initiate and monitor sales operations processes and other corporate duties as assigned. I specifically helped the VP to improve the performance of a failing business unit by creating a.
Dec 2012 - Aug 2013
Operations Representative
As an Operations Representative I provided logistical support to the XSAg.com sales team, as well as, support to the customers and suppliers who used our online platform. I served as the first point of contact for resolving customer and supplier inquiries.
Aug 2010 - Dec 2012
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
SC
Sarah Carter Farmer, Cfp®
Colleague at Captrust
Charlotte, North Carolina, United States, United States
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CC
Christine Cunningham, Cfp®
Colleague at Captrust
Greenville, South Carolina, United States, United States
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EH
Elizabeth Hunter
Colleague at Captrust
Bellmore, New York, United States, United States
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CB
Casey Bollock, Cfp®
Colleague at Captrust
Indianapolis, Indiana, United States, United States
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VN
Vinh Nguyen
Colleague at Captrust
Greater Seattle Area, United States, United States
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BP
Bo Perry
Colleague at Captrust
Tampa, Florida, United States, United States
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SC
Shaun Cox, Aif®
Colleague at Captrust
Akron, Ohio, United States, United States
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PV
Peter Vander Ploeg, Cfp®
Colleague at Captrust
Denver Metropolitan Area, United States
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RS
Russell Slagle, Cpa, Cfp®
Colleague at Captrust
Franklin, Tennessee, United States, United States
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LE
Larry Elliott, Cfp®, Aif®
Colleague at Captrust
Atlanta, Georgia, United States, United States
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Sarah Carter Farmer, Cfp®
Colleague at Captrust
Charlotte, North Carolina, United States, United States
View →
CC
Christine Cunningham, Cfp®
Colleague at Captrust
Greenville, South Carolina, United States, United States
View →
EH
Elizabeth Hunter
Colleague at Captrust
Bellmore, New York, United States, United States
View →
CB
Casey Bollock, Cfp®
Colleague at Captrust
Indianapolis, Indiana, United States, United States
View →
VN
Vinh Nguyen
Colleague at Captrust
Greater Seattle Area, United States, United States
View →
BP
Bo Perry
Colleague at Captrust
Tampa, Florida, United States, United States
View →
SC
Shaun Cox, Aif®
Colleague at Captrust
Akron, Ohio, United States, United States
View →
PV
Peter Vander Ploeg, Cfp®
Colleague at Captrust
Denver Metropolitan Area, United States
View →
RS
Russell Slagle, Cpa, Cfp®
Colleague at Captrust
Franklin, Tennessee, United States, United States
View →
LE
Larry Elliott, Cfp®, Aif®
Colleague at Captrust
Atlanta, Georgia, United States, United States
View →
2 education records
Morgan Monday Jones education
Master Of Business Administration, Finance Concentration
B.S., Business Administration, Operations & Supply Chain Management Concentration, Magna Cum Laude
FAQ
Frequently asked questions about Morgan Monday Jones
Quick answers generated from the profile data available on this page.
What company does Morgan Monday Jones work for?
Morgan Monday Jones works for CAPTRUST.
What is Morgan Monday Jones's role at CAPTRUST?
Morgan Monday Jones is listed as Senior Manager | Wealth Operations at CAPTRUST at CAPTRUST.
What is Morgan Monday Jones's email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Morgan Monday Jones at CAPTRUST.
Where is Morgan Monday Jones based?
Morgan Monday Jones is based in Morrisville, North Carolina, United States while working with CAPTRUST.
What companies has Morgan Monday Jones worked for?
Morgan Monday Jones has worked for Captrust, Tidewater Equity Partners, Lookout Capital, Llc, I-Cubed (Kpit), and Xs, Inc..
Who are Morgan Monday Jones's colleagues at CAPTRUST?
Morgan Monday Jones's colleagues at CAPTRUST include Sarah Carter Farmer, Cfp®, Christine Cunningham, Cfp®, Elizabeth Hunter, Casey Bollock, Cfp®, and Vinh Nguyen.
How can I contact Morgan Monday Jones?
You can use AeroLeads to view verified contact signals for Morgan Monday Jones at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Morgan Monday Jones attend?
Morgan Monday Jones holds Master Of Business Administration, Finance Concentration from East Carolina University - College Of Business.
What skills is Morgan Monday Jones known for?
Morgan Monday Jones is listed with skills including Microsoft Office, Team Leadership, Sales, Leadership, Data Analysis, Process Improvement, Logistics, and Strategic Planning.
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