Garrett Klas


B.A. Economics, University of North Carolina at Chapel Hill


  • FINRA License 7 General Securities Representative
  • Microsoft Dynamics CRM 2011 Customization and Configuration

Summary of Prior Work Experience 

Prior to working at Hitachi Solutions (Customer Effective), I managed the Application Development team at CAPTRUST Financial Advisors in Raleigh, NC.  I was responsible for the CRM system and all data integrations with other back-office and vendor systems.

Personal Philosophy

"Work as if you were to live a hundred years. Pray as if you were to die tomorrow." - Benjamin Franklin

What do you enjoy most about your role?

I enjoy working with our customers and helping them build new strategies and solutions.

How does Microsoft Dynamics CRM improve your own performance?

Microsoft Dynamics helps me stay organized and provides a full picture of my clients.

What is it about Hitachi Solutions that makes it a great place to work?

The people and culture.