Rebecca Judd, IACCP®

Chief Compliance Officer/Office Manager

Rebecca Judd serves as the firm’s Chief Compliance Officer overseeing all aspects of WaterOak’s day-to-day compliance responsibilities and operations. She also serves as the firm’s Office Manager, with duties including accounting, marketing, vendor management and IT.  Additionally, she supports the firm’s executive management team.

Prior to joining WaterOak in 2014, Rebecca was a Project Manager, Portfolio Coordinator and Executive Assistant for over 10 years with Fiserv.

Rebecca grew up in Merritt Island where she continues to reside with her husband and son. She enjoys spending time with her family, cooking and working out.

COMMITTEE MEMBERSHIP

  • Head of Compliance Committee

EDUCATION & DESIGNATIONS

  • A.A. from Seminole State College
  • Investment Adviser Certified Compliance Professional® (IACCP®)
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