Rebecca Judd serves as the firm’s Office Manager, with duties including compliance, accounting, marketing, vendor management and IT. Additionally, she supports the firm’s executive management.
Prior to joining WaterOak, 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.
- Compliance Committee
EDUCATION & DESIGNATIONS
- A.A. from Seminole State College
- NRS Investment Adviser Certified Compliance Professional® (IACCP®) Certificant Candidate