With a career in financial services that began in 2015, Rebecca has an impressive background. She holds a B.S. in Business Management and an MBA with a concentration in Finance from Central Connecticut State University.
In addition, Rebecca has earned her Certified Trust and Fiduciary Advisor designation from the American Bankers Association, further solidifying her commitment to providing the highest level of financial expertise. In her role, Rebecca will work closely with our wealth management and operations teams to ensure that you continue to receive the high-quality, personalized service you expect from Kreitler Financial.
She will assist in preparing for client meetings, processing your requests, and supporting our Wealth Managers as they guide you toward achieving your financial goals. When she’s not working, Rebecca enjoys traveling, reading, and volunteering. She also has a love for animals, and we’re certain her warm and approachable nature will make her an excellent addition to our community.