Rebecca Bar-Shain, MBA, CFP® is a Partner at Cedar Brook Group with experience as a Senior Consultant at Ernst & Young, Senior Strategic Planner at Kaiser Permanente, and Vice President, Planning & Development at Dr. Senders and Associates - Pediatrics. Rebecca holds an MBA from The Wharton School and is a Certified Financial Planner™ from The American College of Financial Services. Securities offered through Cadaret, Grant & Co., Inc.
April, 2007 - present
Senior Finance Director/controllership at CBRE Group
Senior Director, Finance & Strategy at dbt Labs
Senior Director, Global Sales | Financial Services at Seismic
VP Of Digital Transformation & Payments - Retail And Commercial Clients At Synchrony Financial at Synchrony
Global Director, Financial Services Key Accounts at Axway
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