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Photo of Rebecca  Patel

Leadership

Rebecca Patel

Director
Compliance Manager

919.716.9254

Background

Rebecca V. Patel, Director, joined BB&T Asset Management in 2002 and Sterling Capital Management through merger in 2010. She has investment experience since 2000. Rebecca is a compliance officer focusing on Sterling’s core compliance and governance. Prior to joining BB&T, she worked as a compliance officer for CSFB Direct. Rebecca received her B.A. from the University of South Carolina - Aiken.

Area of Focus

  • Compliance Testing, Monitoring and Reporting

Previous Experience

  • CSFB Direct

Education

  • B.A. University of South Carolina- Aiken

Affiliations & Professional Licenses

  • FINRA Series 7, 24, 63 & 66
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