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Jacquelyn Guthrie

Manager at CAPTRUST

Jacquelyn Guthrie has a diverse work experience spanning over ten years. Jacquelyn started their career at Bank of America in 2010 as a Sales and Service Manager, where they co-managed the teller line and handled customer complaints and financial operations. After three years, they joined Wells Fargo as a Personal Banker II, focusing on customer service and acquiring new business. In 2015, Jacquelyn moved to Northwestern Mutual as an Operations Specialist, where they handled various administrative tasks and provided support to financial representatives. Following their role at Northwestern Mutual, they worked at Pinnacle Financial Partners as a Financial Specialist. In this position, they established relationships with clients and managed client loan portfolios, among other responsibilities. Most recently, Jacquelyn served as a Senior Integration Specialist at CAPTRUST, where they used their skills and expertise to support business integration efforts.

Jacquelyn Guthrie attended Hawaii Pacific University from 2007 to 2009, where they pursued a field of study in Business/Commerce, General. Although there is no information provided regarding the completion of a degree, it can be assumed that they may have completed some coursework in this field during their time at the university.

In addition to their formal education, Jacquelyn Guthrie has obtained several certifications. In March 2022, they completed a course called "Learning Microsoft Project" through LinkedIn. In April 2016, they became a Licensed Health Insurance Producer, obtaining this certification from the North Carolina Department of Insurance. Furthermore, in May 2017, they obtained a Notary Public certification from the State of North Carolina.

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