Rebecca Eddy, MBA, CDMM®, is a co-founder and partner of Eddy & Schein Group with 30+ years’ experience as a financial organizer and Certified Daily Money Manager (CDMM®) for seniors and high-net-worth individuals.
Rebecca has been a leader in raising public awareness about preparing for the later years, with everything in place for enjoyment and peace of mind. She blogs regularly and has been a speaker at national conferences and has led numerous workshops and webinars training others in her field. She has been published in the New York State Bar Association Elder Law Section newsletter, several National Association of Professional Organizers newsletters, and most recently in How to Hire a Caregiver for Your Senior, a book written by Guy Maddalone.
Rebecca was the founding president of the Greater New York Chapter of the American Association of Daily Money Managers, serving for five years, and is one of the first Professional Daily Money Managers to be certified in New York City.
Rebecca’s prior work ranged from running not-for-profit programs for middle school children, out-of-work people, women prisoners preparing for release, and an East Harlem community to being part of a team in the corporate department of Moody’s Investors Service. She has also served as treasurer for a variety of family trusts and not-for-profit boards. Most recently, she served for three years on the board of Savvy Ladies which brings financial planning education to women. Currently, Rebecca is the secretary of the Board of the Nurses’ Educational Funds, Inc., a nonprofit organization that provides funding to baccalaureate-prepared registered nurses who need scholarship assistance for graduate study.
Rebecca earned her BA from Kirkland College (sister to Hamilton College) and her MBA from the Yale School of Management.