About Rebecca
Rebecca is a Client Development Manager at Focus Partners. She brings over nine years of experience working in the financial services industry, primarily supporting advisors and client service. Rebecca works in our Scottsdale, AZ office supporting the office’s Portfolio Managers and Relationship Managers with client service matters including, but not limited to: client onboarding, account maintenance, and cashiering requests.
Prior to joining the firm, Rebecca worked as a Financial Consultant Partner for Charles Schwab. Rebecca graduated from Gustavus Adolphus College in St. Peter, MN with a Bachelor of Arts in Organizational Management & Communication Studies and is currently pursuing her CFP® certification.
In her free time, she enjoys hiking, running, yoga, climbing and spending time doing anything outdoors with her family.
Rebecca is a Client Development Manager at Focus Partners. She brings over nine years of experience working in the financial services industry, primarily supporting advisors and client service. Rebecca works in our Scottsdale, AZ office supporting the office’s Portfolio Managers and Relationship Managers with client service matters including, but not limited to: client onboarding, account maintenance, and cashiering requests.
Prior to joining the firm, Rebecca worked as a Financial Consultant Partner for Charles Schwab. Rebecca graduated from Gustavus Adolphus College in St. Peter, MN with a Bachelor of Arts in Organizational Management & Communication Studies and is currently pursuing her CFP® certification.
In her free time, she enjoys hiking, running, yoga, climbing and spending time doing anything outdoors with her family.