Yvonne ZeoliClient Relationship Manager
- 8031 M-15
Clarkston, MI 48348
Yvonne joined CAPTRUST in 2013 as a client relationship manager and is responsible for building relationships and meeting existing client needs in the institutional retirement market. Prior to joining the firm, Yvonne worked at Freedom One Financial Group as senior plan consultant and has worked in the industry since 2003.
- Rochester Hills, MI
- Favorite Book or Movie:
- Time Line and The Wizard of Oz
- Ideal Dinner Guest:
- My grandparents and Gerard Butler
- Words to Live By:
- If I knew then what I know now.
- Qualities I Admire in People:
- Honesty, respect, and humor