Roberta Angelo
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Roberta Angelo Email & Phone Number

Director Retirement Services at CAPTRUST at CAPTRUST
Location: Clarkston, Michigan, United States 4 work roles 1 school
1 work email found @captrustadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@captrustadvisors.com
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Current company
CAPTRUST
Role
Director Retirement Services at CAPTRUST
Location
Clarkston, Michigan, United States
Company size
621 employees

Who is Roberta Angelo? Overview

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Quick answer

Roberta Angelo is listed as Director Retirement Services at CAPTRUST at CAPTRUST, a company with 621 employees, based in Clarkston, Michigan, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Roberta Angelo.

Roberta Angelo previously worked as Director Retirement Services at Captrust and Client Services Manager at Alerus Retirement Solutions (Formely Pensiontrend, Inc.). Roberta Angelo holds Ba Mathematics from Oakland University.

Company email context

Email format at CAPTRUST

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{first}.{last}@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Roberta Angelo. Compare company email patterns before reaching out.

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Profile bio

About Roberta Angelo

Retirement plan professional with over 20 years experience concentrated in client relationship management, compliance consulting, project and people management.

Listed skills include 401K, Retirement Planning, Profit Sharing, Retirement, and 21 others.

Current workplace

Roberta Angelo's current company

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CAPTRUST
Captrust
Director Retirement Services at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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4 roles · 17 years

Roberta Angelo work experience

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

Director Retirement Services

Current
Captrust

Clarkston, Michigan, United States

Mar 2014 - Present

Client Services Manager

Alerus Retirement Solutions (Formely Pensiontrend, Inc.)

Alerus Retirement Solutions (formely Pensiontrend, Inc.)

2009 - Mar 2014

Vice President Client Relations

Freedom One Financial Group
Apr 2003 - Nov 2009

Client Services Manager

Alliance Benefit Group Of Michigan

Managed Daily Valuation DepartmentMain point of contact for 105 employer plan sponsors Service plan types include Profit Sharing, 401(k), Money Purchase 403(b), and ESOP. Oversaw daily operations and maintenance of recordkeeping system, VRU and website

Mar 1997 - Mar 2003
Team & coworkers

Colleagues at CAPTRUST

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

PT Parker Topakian Parker Topakian Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → ST Sudi T. Sudi T. Colleague at Captrust Raleigh, North Carolina, United States, United States View → CM Chuck Mohr, Cfa Chuck Mohr, Cfa Colleague at Captrust Chicago, Illinois, United States, United States View → MM Morgan Monday Jones Morgan Monday Jones Colleague at Captrust Morrisville, North Carolina, United States, United States View → NW Nathan Webel, Cfp® Nathan Webel, Cfp® Colleague at Captrust Greater Cleveland, United States View → ST Sherry Thiltgen Sherry Thiltgen Colleague at Captrust San Antonio, Texas, United States, United States View → JP Justin Pawl, Cfa, Caia, Cfp® Justin Pawl, Cfa, Caia, Cfp® Colleague at Captrust San Antonio, Texas, United States, United States View → BR Brett Reardon, Cima®, Cpfa Brett Reardon, Cima®, Cpfa Colleague at Captrust Southfield, Michigan, United States, United States View → SR Shannon Reid, Aif®, Bfa™ Shannon Reid, Aif®, Bfa™ Colleague at Captrust Bellevue, Washington, United States, United States View → VN Vinh Nguyen Vinh Nguyen Colleague at Captrust Greater Seattle Area, United States, United States View →
1 education record

Roberta Angelo education

FAQ

Frequently asked questions about Roberta Angelo

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

What company does Roberta Angelo work for?

Roberta Angelo works for CAPTRUST.

What is Roberta Angelo's role at CAPTRUST?

Roberta Angelo is listed as Director Retirement Services at CAPTRUST at CAPTRUST.

What is Roberta Angelo's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Roberta Angelo at CAPTRUST.

Where is Roberta Angelo based?

Roberta Angelo is based in Clarkston, Michigan, United States while working with CAPTRUST.

What companies has Roberta Angelo worked for?

Roberta Angelo has worked for Captrust, Alerus Retirement Solutions (Formely Pensiontrend, Inc.), Freedom One Financial Group, and Alliance Benefit Group Of Michigan.

Who are Roberta Angelo's colleagues at CAPTRUST?

Roberta Angelo's colleagues at CAPTRUST include Parker Topakian, Sudi T., Chuck Mohr, Cfa, Morgan Monday Jones, and Nathan Webel, Cfp®.

How can I contact Roberta Angelo?

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

What schools did Roberta Angelo attend?

Roberta Angelo holds Ba Mathematics from Oakland University.

What skills is Roberta Angelo known for?

Roberta Angelo is listed with skills including 401K, Retirement Planning, Profit Sharing, Retirement, Investment Advisory, Erisa, Mutual Funds, and Asset Allocation.

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