Jocelyn Rucker has a background in sales and real estate before transitioning into the field of bookkeeping. Currently employed at XY Planning Network as a Bookkeeping Specialist, Jocelyn works with a variety of Wealth Management firms to ensure the accuracy of their financial statements. Prior to this role, Jocelyn gained experience in bookkeeping at ThunderStruck Motors, LLC. Jocelyn holds a Bachelor's degree in Communication and Media Studies from Biola University.
Current role
Director Learning Solutions at Fidelity
Director, Portfolio Management & Reporting, PBB PMO at CIBC
Technology Director, Leadership Advisory at Spencer Stuart
Vice President Of Learning And Development at Teladoc Health
Director Learning Solutions, FMR India & Director Learning Experience, Asset Management at Fidelity
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