Institutional Sales   214-978-4710

Kim Doran


Institutional Sales Institutional Sales

2 years of service (since 2017)


Kim Doran joined CAPIS in 2017, building upon her over-twenty-five-year career in the industry selling commission management services. Kim is focused on building relationships with institutional clients and developing partnerships with trust accounting systems. In addition, she represents CAPIS as a member of the Women’s Business Enterprise National Council (WBENC). Kim received her Bachelor of Arts degree from Washington College and maintains Series 7 and 63 licenses.

Kim Doran joined CAPIS in 2017, building upon her over-twenty-five-year career in the industry selling commission management services. Kim is focused on building relationships with institutional clients and developing partnerships with trust accounting systems. In addition, she represents CAPIS as a member of the Women’s Business Enterprise National Council (WBENC). Kim received her Bachelor of Arts degree from Washington College and maintains Series 7 and 63 licenses.

Other Members of our Sales Team

Related Staff

David Choate, SVP

David Choate SVP

Exec. Dir., Global Sales

Jannette Vasquez

Jannette Vasquez

Mgr., Client Services

Chris Hurley, SVP

Chris Hurley SVP

Dir., Institutional Sales

Jon Lantz, SVP

Jon Lantz SVP

Dir., Bank & Trust Services

Caran Chaney, VP

Caran Chaney VP

Sr. Client Service Rep.

Ed O'Dowd, SVP

Ed O'Dowd SVP

Institutional Sales

Chris Halverson, SVP

Chris Halverson SVP

Institutional Sales

Russell Robinson

Russell Robinson

Institutional Sales

Bill Steen, FVP

Bill Steen FVP

Institutional Sales

Chris Cole, FVP

Chris Cole FVP

Institutional Sales

Jeannie Musick

Jeannie Musick

Client Service Rep.

Coleen Donohue, VP

Coleen Donohue VP

Coleen Donohue

Institutional Sales

Robert Frain

Robert Frain

Institutional Sales