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Roberta Angelo, QKA, QPA

Roberta Angelo, QKA, QPA

Director,
Client Services

  • Goodrich, MI
  • To Kill a Mockingbird | Ocean’s Eleven
  • Jimmy Carter, Gregory Castle, and Mahatma Gandhi
  • Be the change that you wish to see in the world.
  • Integrity, generosity, and humility

Business Operations Group

Roberta Angelo is a director of client services who works with Freedom401k clients.

Roberta joined CAPTRUST in 2014 as director of client services and is responsible for ensuring exceptional service to clients on our Freedom401k™ platform.  Roberta has worked in the industry since 1997.  Prior to joining CAPTRUST, she served as client services manager for Alerus Retirement Solutions, and previous to that she was the vice president of client relations for Freedom One Financial Group.  She received a Bachelor of Arts degree in mathematics from Oakland University and holds the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).

Education

  • Bachelor of Arts degree in mathematics from Oakland University

Industry Designations

  • Qualified 401(k) Administrator
  • Qualified Pension Administrator

Industry Involvement

  • Member, American Society of Pension Professionals & Actuaries

News & Resources

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