Rebecca A. Crowder CWS®, CSOP – Director of Strategic Planning and Compliance Administration
Becky is the Director of Strategic Planning and Compliance Administration at Ulrich. She brings over 35 years of experience in financial services, including wealth management, trust/fiduciary services, compliance, operations, risk management, and audit. Becky’s primary duties at Ulrich include overseeing the general compliance functions of the firm and developing and expediting firm-wide operations and technology procedures. Prior to joining Ulrich, Becky spent 8 years at Frost National Bank in the areas of Internal Audit, Credit, and Corporate Trust, followed by 15 years at United Services Automobile Association (USAA) in their Wealth Management Division. After USAA, Becky was Executive Vice President at San Antonio Capital & Trust, a wealth management firm where she established the firm’s fiduciary trust services, client relations, compliance, and operations programs. In 2015 she joined Covenant Multi-Family Offices where she was the Director of Compliance and Operations.
Becky received a Bachelor’s in Accounting with a concentration in Business Data Systems from The University of Texas at San Antonio. She also holds a Diploma in Bank Operations from the Bank Administration Institute. Becky is a Certified Wealth Strategist® and a Certified Securities Operations Professional. Outside of work, Becky spends time with her children and grandchildren in San Antonio and Seattle. She enjoys cooking with family and friends, watching the family dogs run around having fun and participating in the Ladies Auxiliary at St. Francis of Assisi.