As Client Services and New Account Manager, Rebecca assists clients with setting up new account paperwork as well as changing/adding beneficiary designations or monthly and/or periodic distributions.
Her extensive background as an Accounts Payable Manager for a local contracting firm that involved meticulous attention and follow through has created the perfect transition for her current work at Putney. Rebecca cares and that attitude pervades in her dedication to detail.
More than anything, Rebecca loves to spend quality time with her family, preparing healthful, tasty meals and engaging in lively dinner table conversation. Each year for the past 39 years, her entire extended family which includes husband, son, two daughters, two grandkids and an octogenarian mom have headed off to the back side of Yosemite, unplugging from all electronics, for a fun-packed week of reconnecting in nature.
The Putney Financial Group LLC
100 Smith Ranch Road
Suite 110
San Rafael, CA 94903
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The Putney Financial Group LLC Relationship Summary
Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
