As a Client Relationship Manager, Kerry Rubin provides asset reporting, plan implementation services, and asset/liability management and trading for CapAcuity’s client companies. In addition, she helps our clients manage the impact of tax, accounting, legislative and regulatory compliance issues related to their plans.
Prior to CapAcuity, Kerry managed a customer service center and its team at ING Life Insurance and Annuity Company, formerly Aetna. Also for ING, she was a financial processor and customer service representative for the New York State United Teachers 403b plan and the State University of New York optional retirement program. Kerry earned her bachelor’s degree in economics from Syracuse University. She holds series 6, 26 and 63 registrations.