With 28 years of experience in fiduciary services, Qualified Settlement Funds, and class action administration, Monroe arrives to oversee client acquisition and deepen partnerships with law firms and court-appointed entities. Her mandate centers on shifting client interactions from transactional tasks toward a high-touch, advisory model designed to address the unique requirements of complex litigation.

Julie Green, President of CPT Group, cited Monroe’s history of scaling operations as a primary driver for the hire. Monroe previously held senior advisory roles where she developed national law firm partnerships and managed legal services platforms. She holds a Juris Doctor from the Charlotte School of Law and specialized certifications in Mass Tort Multidistrict Litigation from the Bolch Judicial Institute at Duke University.