relationship manager at twelve points wealth management@ Twelve Points Wealth Management
Boston, Massachusetts, United States
Rebecca Cloutier
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University of Massachusetts Dartmouth
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Tell me more about Rebecca Cloutier?
FlashIntel GPTRebecca Cloutier is an experienced professional with 21.9 years of work experience in the financial services industry. She has a strong background in mutual funds, investments, risk management, fixed income, financial analysis, customer service, finance, Microsoft Excel, and analytical skills. Currently, she is an Associate, Investor Services & Markets at Brown Brothers Harriman in the United States. Throughout her career, she has held various roles at Brown Brothers Harriman, including Relationship Manager, Operations Manager, and Associate. Rebecca's expertise and extensive work history make her a valuable asset in the field of financial services.
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About
Associate, Investor Services & Markets - Brown Brothers Harriman
Work Experience
relationship manager at twelve points wealth management
Relationship Manager
Financial Services
Rebecca Cloutier's Professional Milestones
- Supervisor, Private Account Services (2006-01-01~2011-01-01): Enhanced account performance, resulting in a significant increase in customer satisfaction and retention.
- Premier Client Representative (2002-01-01~2006-01-01): Providing valuable advice and guidance to senior clients, fostering trust and client satisfaction.
Education
Skill
Mutual Funds
Financial Services
Investments
Risk Management
Fixed Income
Financial Analysis
Customer Service
Finance
Microsoft Excel
Analytical Skills
Certification
Colleagues
Francesca Federico, C(k)P® AIF® CPFA®
co-founder & president at twelve points
Dan K.
Chief Operating Officer | Wealth Management | Integrator | People Focused Leader
Chris Cahill, J.D., CFP®, CAP®
enhancing and protecting family owned closely-held business owner s wealth and their legacies through advance planning strategies
Jonathan Kondracki
President & Chief Executive Officer
Jacob Freiberger
Aspiring first year Fintech student attending Bentley University | Owner of Freiberger Lawn Care
Other Named Rebecca Cloutier
Frequently asked questions
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Rebecca Cloutier's social media include: Linkedin,
Rebecca Cloutier works for Twelve Points Wealth Management
Rebecca Cloutier's role in Twelve Points Wealth Management is relationship manager at twelve points wealth management
Rebecca Cloutier works in the industry of Financial Services
Rebecca Cloutier's colleagues are Francesca Federico, C(k)P® AIF® CPFA®,Dan K.,Chris Cahill, J.D., CFP®, CAP®
Rebecca Cloutier's latest job experience is relationship manager at twelve points wealth management at Twelve Points Wealth Management
Rebecca Cloutier's latest education in University of Massachusetts Dartmouth
