Ms. Rebecca K. Shaw is responsible for client reporting while assisting with new client onboarding and existing client servicing.
Prior to Camden Capital, Ms. Shaw was a Wealth Strategies Analyst at Bernstein Private Wealth Management. During this time, she worked on complex analyses involving personal financial and estate planning issues such as business sales, executive compensation, retirement vehicles, trust planning and insurance. Ms. Shaw began her career as a Financial Analyst at General Dynamics.
Ms. Shaw earned a Bachelor of Business Administration in Finance and Real Estate from Villanova University. She holds the Series 7, 63, and 66 licenses in addition to the CERTIFIED FINANCIAL PLANNER™ certification.