Serving as a Research Analyst, Betsy primarily manages clients’ held away accounts. During her four years with CAV_OK, Betsy improved internal processes with her acute attention to detail and organization. Although assessing hundreds of accounts could prove challenging, Betsy still connects with clientele personally about the status of their accounts. In house, Betsy enhanced account management by consolidating methods and offering her technical expertise. Betsy earns the trust of our clients by bonding with them on an individual level. Betsy’s dedication to collaboration with clients provides them with the assurance that their accounts are in trustworthy hands. To Betsy, our clients’ 401ks do not embody simply numbers, they are the safeguard to a secure retirement.
Before joining CAV_OK in 2014, Betsy gained valuable experience working in corporate accounting. She graduated Summa Cum Laude from Lee University. When away from the office, Betsy spends time with her family, volunteers in the community and serves as a mentor for a woman’s group.