Client Relationship Specialist
Rebecca has been in the financial industry since 1985 and has spent over 10 years working with financial advisors and their clients’ personal investment and financial planning portfolios. As a Client Relationship Specialist, she completes the relationship team, providing direct support to clients. Rebecca manages the process to establish new accounts and continues to assist clients with their ongoing administrative needs. When she is not in New Jersey connecting with RegentAtlantic’s clients, she is likely in the Adirondacks hiking, kayaking and studying wine.