Director of Client Services
Rebecca has a BS in marketing and management from SUNY Geneseo, and holds a NYS life and health insurance license and Series 6 and 63 licenses. Rebecca oversees the current service teams to ensure the highest level of service to our valued clients, and is responsible for operations of the company including processes and procedures for service teams, trading department, and RIA. Rebecca has worked with individual and corporate clients in the financial and insurance industry for over 25 years, and strives to develop the most effective internal processes for our client operations.
(585) 348-9520 | email@example.com
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