Research Analyst
Betsy’s career began in corporate accounting. She later joined James at Davidson Accounting, where she was responsible for internal accounting and client reporting. Betsy brings an organized, efficient approach to client net worth reporting, cash flow reporting, and financial research at CAV_OK Family Office.
Betsy earned a bachelor’s degree in Business Administration with a concentration in Finance from Lee University, graduating summa cum laude.
She enjoys spending time with her family, volunteering in the community, and serving as a mentor for a women’s group. Betsy lives with her husband and two children in Mooresville, NC.
Strengths
Analytical, Organized, Detail-Oriented, Dependable, Altruistic