Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
Meet the professionals of Atlas Private Wealth Management.
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Front Office Assistant
518-482-5777
Rebecca is the Front Office Assistant at Atlas Private Wealth Management. Rebecca works collaboratively with the Office Operations Manager to help manage the front office.You will find her greeting and assisting clients over the phone and in person. She handles daily administrative tasks, projects, and provides overall support to all Atlas associates.
Prior to joining Atlas, Rebecca worked as a sales administrator where she created proposals, provided certificates of insurance (COI), managed contracts, and offered administrative support to the Vice President of sales and the sales team.
Rebecca was born in New York City and moved to Troy, NY in 2019. She loves having brunch with friends from church, watching movies, visiting her family in NYC, and enjoys nature walks. On her days off, if not spending time with family and friends, she is doing community service work with International WeLoveU Foundation, a nonprofit organization in the Capital region.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
