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Catherine Mitchell Mba, Ryt

Account Manager, Advice & Wellness at CAPTRUST

Catherine Mitchell, MBA, RYT has a diverse work experience spanning multiple industries. Catherine currently serves as an Account Manager, Advice & Wellness at CAPTRUST, where they have been since July 2022. Prior to this role, they held positions at CAPTRUST as a Senior Specialist and Specialist in Participant Advisory Services from January 2022 to July 2022 and from March 2020 to December 2021, respectively. From February 2019 to March 2020, they worked as a Client Management Consultant at CAPTRUST.

Before joining CAPTRUST, Catherine worked at VALIC Financial Advisors, Inc. as a Financial Advisor and Retirement Plan Consultant from September 2017 to February 2019 and from March 2014 to September 2017, respectively. Catherine also held roles as a Financial Advisor Enroller and Scheduler at VALIC from September 2013 to March 2014 and from January 2013 to September 2013, respectively.

Catherine's earlier work experience includes a role as a Store Manager at Light Years Jewelry from May 2010 to September 2013. Catherine began their professional journey as an Office Assistant at the University of North Carolina at Chapel Hill, where they worked from August 2008 to May 2010.

Catherine Mitchell, MBA, RYT has a diverse education history. Catherine began their academic journey at Grimsley High School, where they obtained their High School Diploma in 2007.

Catherine later attended the University of North Carolina at Chapel Hill from 2007 to 2010, earning a Bachelor's degree in International/Global Studies and Spanish. During their time at UNC-Chapel Hill, Catherine also spent a semester studying at the Universidad de Sevilla in 2008, focusing on Spanish Language and Literature. In 2009, they briefly studied at the National University of Singapore, furthering their understanding of International/Global Studies.

Catherine then pursued a Master of Business Administration (M.B.A.) degree at North Carolina State University from 2015 to 2017. Their specialization was in Business Administration and Management, General. In addition to their formal education, Catherine has also obtained various certifications to enhance their professional skills.

Catherine attained the following certifications: Yoga Instructor Certification - Level I from Yoga Alliance in March 2023, Series 65 from the Financial Industry Regulatory Authority (FINRA) in April 2014, Health Insurance License from the North Carolina Department of Insurance in September 2013, Life Insurance License from the North Carolina Department of Insurance in September 2013, Series 6 from FINRA in September 2013, and Series 63 from FINRA in September 2013. Catherine has also completed a Business Essentials Certificate from Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill in May 2011.

Links

Timeline

  • Account Manager, Advice & Wellness

    July, 2022 - present

  • Senior Specialist Participant Advisory Services

    January, 2022

  • Specialist Participant Advisory Services

    March, 2020

  • Client Management Consultant

    February, 2019

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