Belinda Boone

Senior Associate - Wealth Investments at CAPTRUST

Belinda Boone has a diverse work experience spanning several industries. Belinda started their career as an Accounting Assistant at Intuit in 2011, where they gained experience in accounts receivable and client interactions. In 2011-2012, they worked as a Financial Project Coordinator at Nsoro, performing billing reconciliations and gaining experience with Oracle applications and Excel tools.

From 2012 to 2014, Belinda worked as an Accountant at FDH Engineering, Inc, where they prepared financial reports, conducted variance analysis, implemented internal controls, and recorded journal entries. Belinda then joined Credit Suisse in 2014, first as an Expense Line Controller, ensuring regulatory compliance and accuracy in expense reporting, and later as a Fixed Income IRP-Cash Controller, responsible for P&L reporting.

Since 2016, Belinda has been working at CAPTRUST, first as a Specialist in Portfolio Management, and later as a Senior Associate in Wealth Investments and Performance Reporting. Belinda'srole involves managing portfolios, analyzing investment performance, and reporting.

Throughout their career, Belinda has developed strong analytical skills, proficiency in various financial systems such as EssBase, Business Objects, Peoplesoft, and CRM applications like Siebel and Salesforce.

Belinda Boone attended Meredith College from 2006 to 2010, where they pursued their Bachelor of Science (BS) degree in Accounting.

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