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Roberta Angelo, QPA, QKADirector, Client Services

  • 8031 M-15
    Clarkston, MI 48348
  • 248.620.8100
  • LinkedIn

Roberta joined CAPTRUST in 2014 and is currently a director of client services, responsible for ensuring exceptional service to clients on our Freedom401k platform. Prior to joining CAPTRUST, Roberta served as client services manager for Alerus Retirement Solutions, and she has worked in the industry since 1997.

EDUCATION

  • Bachelor of Arts degree in mathematics from Oakland University

INDUSTRY DESIGNATIONS

  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

INDUSTRY INVOLVEMENT

  • Member, American Society of Pension Professionals & Actuaries (ASPPA)

Personal Profile

Hometown:
Goodrich, MI
Favorite Book or Movie:
To Kill a Mockingbird | Ocean's Eleven
Ideal Dinner Guest:
Jimmy Carter, Gregory Castle, and Mahatma Gandhi
Words to Live By:
Be the change that you wish to see in the world.
Qualities I Admire in People:
Integrity, generosity, and humility