Phyllis Tuttle is a seasoned professional currently serving as Manager II, Client Service at CAPTRUST, a leading investment advisory firm. With a multitude of skills under her belt, Tuttle's area of expertise lies in client service, team management, and strategic planning. Prior to her role at CAPTRUST, she honed her skills in various managerial positions, consistently demonstrating her ability to effectively lead teams and ensure client satisfaction. Tuttle's extensive experience in the industry, combined with her strong leadership and excellent communication skills, has contributed significantly to her success in her current role. She is known for her unwavering commitment to providing top-tier service, managing client relationships, and driving business growth.More...
Marcus Lockamy
Financial Planning & Analysis Senior Manager
Verified
Dynamic and result-oriented professional with extensive experience in steering financial strategies and driving analytical insights. Proficient in leading budgeting, forecasting, and variance analysis processes to optimize organizational financial performance. Adept at leveraging advanced quantitative models to inform strategic decision-making and enhance overall
financial visibility. Skilled in managing cross-functional teams and collaborating with senior leadership to align financial goals
with organizational objectives. Known for implementing efficient financial processes, streamlining reporting systems, and
contributing to revenue growth.More...