Beatrice Mordecai,
Practice Coordinator
As Practice Coordinator at Commonwealth Financial Group, Beatrice works closely with the firm’s advisors and clients by ensuring the practice operates with a high degree of precision and efficiency. She brings specialized technical expertise from her background as an Operations Associate at AllBackoffice Consulting, where she managed back-office functions for Registered Investment Advisers (RIAs). Her professional versatility is further anchored by her experience as a Field Finance Officer, raising funds and managing fast-paced logistics for a national congressional campaign.
A graduate of North Carolina State University, Beatrice holds a bachelor's degree in communication. Originally from Edenton, NC, Beatrice enjoys the vibrant lifestyle of the Lowcountry. She is an avid traveler who has explored over 20 countries, an experience that has fostered her love for trying new cuisines and discovering new cultures. When she isn't planning her next trip, she enjoys cooking, spending time outdoors, and exploring the local restaurant scene.