Crc Rebecca Springer

Rebecca Springer, CRC, has a diverse work experience spanning various roles and companies. Rebecca is currently working at MissionSquare Retirement as a Retail Retirement Sales Support, a position they started in April 2022. Prior to that, they worked at the same company as a Sr Rollover Specialist from July 2020 to May 2022.

Before joining MissionSquare Retirement, Rebecca worked at ICMA-RC from June 2019 to July 2020, where they held a role in Client Services. From 2017 to 2019, they were employed at Kforce Inc as a Business Support Associate/Project Coordinator. In this position, they were involved in developing policies and procedures for closed IRA accounts, performing software testing, and running batch transactions.

Rebecca also gained experience as an Account Clerk at Astyra Corporation in 2017, where they verified credit card customers' identity and documented findings based on client submitted documentation. Prior to that, they worked at BrownGreer PLC from February 2013 to March 2017 in various roles, including Financial Claims Reviewer/Special Investigations Team/Team Lead. Rebecca'sresponsibilities included reviewing claims for accuracy, assigning values to claims, and evaluating financial and medical records.

Rebecca also has experience at Scott & Stringfellow as a Due Diligence Analyst, AVP from April 2006 to November 2012, where they administered due diligence activities for alternative investment and mutual fund wrap products. Additionally, Rebecca worked at Thompson, Seigel, & Walmsley as a Portfolio Administrator in 2006, performing portfolio reconciliation, updating RFPs, and assisting with client statement preparation.

To begin their career, Rebecca worked at Morgan Stanley as an Associate Financial Advisor from 2004 to 2006.

Overall, Rebecca Springer, CRC, has a comprehensive background in various roles within the financial and retirement industry, with experience in sales support, rollover specialist, client services, project coordination, claims review, due diligence, and portfolio administration.

Rebecca Springer, CRC, has a comprehensive education history and relevant certifications. Rebecca obtained a Master of Business Administration (MBA) degree in Finance and Financial Management Services from the University of Richmond from 1999 to 2002. Prior to that, they completed their Bachelor of Science (BS) degree in Business Administration and Management, General from the State University of New York at Fredonia between 1993 and 1995.

In addition to their educational background, Rebecca has also acquired several certifications. Rebecca became a Certified Retirement Counselor (CRC) in October 2021 from InFre. Furthermore, they hold certifications from FINRA, such as the FINRA Series 66 and Series 7, which were obtained in 1999. Rebecca has also pursued professional development through various online platforms, as evidenced by their completion of courses like "Excel: Lookup Functions in Depth" and "Zoom Essential Training" from LinkedIn in May 2022 and March 2022, respectively. It should be noted that information regarding the completion month for the FINRA Series 66 and Series 7 certifications, as well as the obtained year for the FINRA Series 31, is not available.