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Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Financial Advisor
Rebecca joined our firm in 2021, coming from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm.
Rebecca has over 30 years of industry experience that covers retirement plan management and administration, client service team management, participant education and communications, ERISA plan compliance, and nonqualified plan consulting projects.
Rebecca earned a Bachelor of Arts degree in French with a business minor from Boston College. She later received her Certified Employee Benefits Specialist (CEBS®) designation from the Wharton School of Business.
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