Audrey Wheat is a manager on CAPTRUST’s Vendor Analysis team.
Audrey joined CAPTRUST in 2016 and is responsible for strategic vendor relations for the firm. As a leader on the vendor analysis team, she is responsible for firm-to-firm relations, vendor due diligence and industry content creation. Prior to joining CAPTRUST, Audrey served in various roles with a recordkeeper and has worked in the industry since 2008.
Audrey serves as the community outreach sub-committee head for WISE, CAPTRUST’s employee resource group for women and their allies. She is passionate about volunteering with underserved communities and being a regular blood donor. She just surpassed one gallon of blood donated!
She earned a Bachelor of Arts in communication from the University of Colorado at Colorado Springs and holds the designation of Chartered Retirement Planning Counselor (CRPC).
Education
- Bachelor of Arts in communication from the University of Colorado at Colorado Springs
Industry Designations
- Chartered Retirement Planning Counselorâ„