Morgan Monday Jones

Senior Manager | Wealth Operations at CAPTRUST

Morgan Monday Jones started their work experience in 2010 as an Operations Representative at XS, Inc. In this role, they provided logistical support to the sales team and served as the first point of contact for customer and supplier inquiries. From 2012 to 2013, Jones worked as an Executive Assistant at I-Cubed (KPIT), directly supporting the VP of Business Development and contributing to the improvement of a failing business unit.

In 2013, Jones joined Lookout Capital, LLC as the Vice President of Operations, a position they held for five years until 2018. During this time, they played a key role in operational management.

In 2016, Jones became the Director of Operations at Tidewater Equity Partners. They held this position until 2018, overseeing operations for the company.

Since 2018, Jones has been working at CAPTRUST, initially as a Manager in Wealth Operations and later transitioning to the role of Senior Manager in the same department. The exact end date for this role is unknown.

Morgan Monday Jones holds a Master of Business Administration degree with a Finance Concentration from the East Carolina University - College of Business. This degree was obtained from 2009 to 2011. Prior to that, Jones completed a Bachelor of Science degree in Business Administration with a concentration in Operations & Supply Chain Management from North Carolina State University. This undergraduate degree was earned from 2005 to 2009.

In addition to their formal education, Jones has obtained several certifications. These certifications include "Customer Service: Serving Internal Customers" from LinkedIn, which was obtained in July 2023. Jones also holds certifications in "Overcoming Procrastination" (June 2021), "Building Accountability into Your Culture" (May 2021), "Holding Yourself Accountable" (April 2021), and "Unconscious Bias" (October 2020), all obtained from LinkedIn as well.

Links

Timeline

  • Senior Manager | Wealth Operations

    January, 2021 - present

  • Manager Wealth Operations

    September, 2018

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