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Rebecca Allen

Rebecca Allen

Branch Operations Manager

Rebecca is a dedicated professional and our Director of Client Relations and Branch Operations.  She has over 25 years of experience in the industry with a customer service and management background.  She hold her Series 6 & 63 licenses as well as her New York State Life, Accident, & Health licenses. 

She has her bachelor’s degree in management and marketing from SUNY Geneseo.  She works on compliance and management of the daily firm operations. 

When Rebecca is not in the office she enjoys hiking and other outdoor activities, gardening, reading, travelling, and spending time with her family and friends.