Director of Operations
Rebecca supervises all aspects of daily operations, bookkeeping and manages client service at PWM. Prior to joining PWM in 2005, she worked closely with Bill at Westminster Financial. She began her career in the financial services industry in 1997 as an executive assistant with Northwestern Mutual Financial Network. She obtained her Notary Public license in 2014. A graduate of Canisius College in Buffalo, she earned her Bachelor of Science degree in business management. She is a native of Oakfield, New York, and currently resides with her family in Gates.