Rebecca Bertrand

Rebecca Bertrand is a Financial Analyst at Elephant Insurance, specializing in the collection, analysis, and reporting of financial data to prepare consolidated financial statements, while also identifying trends in KPIs and streamlining preparation processes. Previously, as Financial Analyst III at AMG National Trust Bank, Bertrand utilized proprietary models to advise high net-worth clients on wealth preservation and growth strategies. Earlier experience includes underwriting roles at Crum & Forster Enterprise, where analysis of large accounts and adherence to corporate guidelines were key responsibilities. Bertrand holds a Bachelor's Degree in Business Administration with a focus on Marketing from Marist College and was recognized as Rookie of the Year in 2021 at Elephant Insurance for outstanding performance.