Cathy Lubner is the Director of Operations and Administration at RDM Financial Group. She brings more than 30 years of financial services and operations experience to the team.
Cathy’s primary responsibilities as director are to oversee the movement and tracking of incoming and outgoing funds, as well as setting up and maintaining client accounts. Prior to RDM financial Group, Cathy served in operations roles as sales assistant at both Merrill Lynch and Morgan Stanley.
Cathy received her Bachelor of Science degree, with honors, from the City College of New York. Cathy holds the Series 99 license.