Rebecca Dorfman currently serves as a Portfolio Implementation Specialist/Trader at Sterling Capital Management LLC, a position held since January 2013, where responsibilities include client service and trading for all Sterling Equity portfolios. Previously, Rebecca held the role of Product Specialist, focusing on client service, trading, portfolio implementation, marketing, and account maintenance. Prior experience includes working as a Product Specialist at Scott & Stringfellow from November 2010 to December 2012 and as an Administrative Assistant at BB&T Capital Markets from July 2008 to June 2010. Rebecca earned a Bachelor's degree in Interdisciplinary Studies with a minor in Religious Studies from Virginia Commonwealth University, graduating in 2008.
This person is not in the org chart
This person is not in any offices
Sterling Capital Management LLC
Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income, concentrated active equity, and multi-asset solutions.