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Yvonne ZeoliClient Relationship Manager

  • 8031 M-15
    Clarkston, MI 48348
  • 248.620.8100

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.

Personal Profile

Hometown:
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