Rebecca Stephens
Vice President - Financial Advisor at RBC Wealth Management
- Role
- Vice President - Financial Advisor at RBC Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rebecca Stephens
We help our clients make smart choices with their money so they can spend more time…
Experience
Vice President - Financial Advisor
Jun 2018 — Present · Seattle, WA, US
I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.
Education
University of Michigan - Stephen M. Ross School of Business
Executive Master of Business Administration - EMBA, Finance, General
2017 — 2019
University of Washington
BA, Sociology and Law, Society & Justice
Skills
- Marketing
- Strategic Communications
- Project Management
- Customer Service
- Fundraising
- Event Management
- Building Community Partnerships
- Event Planning
- Annual Giving
- Social Media
- Stewardship
- Volunteer Management
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