Heather Tutone

Senior Specialist | Wealth Operations | Project Management at CAPTRUST

Heather Tutone has an extensive work experience spanning over several years. Heather currently works at CAPTRUST as a Senior Specialist in Wealth Operations and Project Management, starting in November 2022.

Before that, Heather worked at Withum Wealth Management from December 2020 to August 2022 as a Client Experience Specialist. In this role, they supported RIA Wealth Management Partners, Portfolio Managers, and Clients with operational solutions. Heather'sresponsibilities included client onboarding, coordinating operational solutions, contract and agreement preparation, new account administration, reporting, CRM administration, RMD tracking and processing, client relations, and managing incoming service requests. Heather also specialized in various custodial platforms and coordinated $1M+ account relationships.

Prior to Withum Wealth Management, Heather worked at Pinnacle Associates, Ltd. from December 2020 to August 2022 as a Client Service Specialist.

Heather also has experience working at WBI Investments, Inc. as a Senior Advisor Operations Specialist from June 2010 to April 2020. In this role, they were responsible for back-office operations, including resolving operational inquiries, custodial alerts, and facilitating client onboarding documentation.

Earlier in their career, Heather worked at Bank of America as an Internal Auditor from April 2009 to April 2010. Heather conducted operational and procedural audits and prepared branch associates for audits. Heather also worked as an Operations Supervisor and Assistant Branch Manager at Bank of America from March 2007 to April 2009, where they managed the retail teller line and facilitated cash management and business directives.

Heather's work experience also includes roles at Commerce Bank as a Teller Service Manager from August 2004 to December 2006, BB&T as a Certified Teller Supervisor from July 2000 to June 2004, and Summit Bank as a Bank Teller and Assistant Teller Supervisor from February 1998 to April 2000. In these roles, they handled various banking operations, including cash management, audits, customer service, and training.

Heather Tutone attended Ocean County College from 1998 to 2000, where they obtained an Associate of Arts degree in Fine and Studio Arts.

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