Rebecca is the Director of Compliance and Implementation at the Insured Retirement Institute. In this role she provides support to member companies as they work through the complex requirements of the various state and federal rules and regulations. She leads a community within IRI where members can come together to discuss issues and share best practices related to their compliance and implementation efforts.
Prior to joining IRI in April 2022, Rebecca worked in the life insurance industry in both operations and compliance, where much of her time and expertise focused on annuities. She previously held her FINRA Series 6 and 63 licenses and has earned various Life Management Office Association (LOMA) designations, including her Associate, Insurance Regulatory Compliance (AIRC) and Associate, Life Management Institute (ALMI) designations. She is also currently a member of the Association of Insurance Compliance Professionals (AICP) where she earned the Associate Compliance Professional (ACP) and Certified Compliance Professional (CCP) designations.
Rebecca is a graduate of Wright State University (Dayton, OH) and holds BA in Mass Communication. She currently lives in the Greater Cincinnati Area with her husband and two children. In her free time she can be found playing boardgames, attending festivals, traveling with her family and enjoying time with friends.