CAPTRUST
Benjamin Sroka, ARPS, currently serves as a Client Relationship Manager and Senior Client Management Consultant at CAPTRUST, where responsibilities include assisting Financial Advisors in servicing clients and acting as a liaison among various departments. Prior to this role, Benjamin Sroka held the position of Director of Mutual Fund Reconciliation at Fidelity Investments from 2010 to 2018, managing a team focused on share allocations and service goals. Additionally, Benjamin Sroka was the Manager of Participant Services at Fidelity Investments, overseeing a team of over 21 associates dedicated to providing exceptional customer service for workplace benefits including health insurance, 401(k)s, and pensions.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.