CAPTRUST’s Post

We’re proud to share that Jennifer Doss, CRPS, QKA, TGPC has been honored with the 2025 PLANADVISER Excellence in Operations Award! This inaugural award honors the senior non-adviser operations professionals who play a critical role in supporting advisers and driving firm success. As Senior Director, Defined Contribution Practice Leader, Jennifer leads the development of #retirementplan services to address the needs of CAPTRUST’s clients. Disclosure: CAPTRUST employees named on the “2025 PLANADVISER Excellence in Operations” ranking are based their impact on firm operations, support of advisers, and overall excellence in execution. CAPTRUST nor its advisors paid a fee to PLANADVISER to obtain or use the ranking.

Jerry Bonnabeau, MBA

Head of Defined Contribution Partnerships at Pontera. Financial Services Sales/Relationship Management executive who consistently creates and executes strategies that drive revenue growth and retention.

3mo

Congratulations Jennifer!

Scott Matheson, CFA, CPA

Managing Director, Head of Institutional Group at CAPTRUST

3mo

Best in the biz!!!

Paul Neveu

Chief Executive Officer, BPAS

3mo

We're not surprised, Jennifer is amazing. Congratulations, Jennifer... You're an inspirational leader at CAPTRUST!

Lynn Benfante

Senior Director, Consultant Relations at Vanguard

2mo

Amazing news! Congratulations Jennifer. Well deserved.

Chris Doucet

Vice President at Empower

3mo

Way to go, Jennifer! Congrats!

Heather Peters

Senior Director, Higher Education Market Leader | Consultant Relations at TIAA

3mo

Well deserved! Congratulations, Jennifer!

Jon Meyer

Chief Technology Officer at CAPTRUST

3mo

Congratulations Jennifer Doss! Well deserved.

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David Westra

Principal | Financial Advisor at CAPTRUST

2mo

Congratulations Jennifer. This recognition is well deserved. You (and your team) make us better everyday. And more importantly, our clients and their employees are benefiting from your contributions.

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