Rebecca Stroth-Pickens

Client Services Associate at Wealth Architects, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Experience

  • Wealth Architects, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Associate
      • Sep 2022 - Present
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Services Associate
      • Dec 2012 - Aug 2022

      Client Services, The McKelvy Group Morgan Stanley Private Wealth Management

    • Intern
      • Jul 2012 - Dec 2012

      Assistant to Vice President and Financial Advisors in The Glaze Siddiqi Group, Wealth Management.Served as administrative lead on transition team from Glaze Capital Management, Inc, an independent Investment Advisory firm.

  • Glaze Capital Management Inc.
    • United States
    • Financial Services
    • Operations Manager
      • Jan 2006 - Jul 2012

      Office Administration and Client Services in a financial advisory firm catering to high net-worth investors and organizations. Office Administration and Client Services in a financial advisory firm catering to high net-worth investors and organizations.

  • Festival Theatre Ensemble
    • United States
    • Design Services
    • Box Office Manager, Volunteer
      • Apr 2002 - Aug 2011

      Created, implemented and maintained ticketing processes for The Los Gatos Shakespeare Festival, produced by Festival Theatre Ensemble, a 501c(3) non-profit theater company. Managed special events, Festival ticket sales and merchandising. Created, implemented and maintained ticketing processes for The Los Gatos Shakespeare Festival, produced by Festival Theatre Ensemble, a 501c(3) non-profit theater company. Managed special events, Festival ticket sales and merchandising.

  • Caere Corporation
    • Software Development
    • 1 - 100 Employee
    • Software Quality Assurance Lead Engineer
      • Mar 1997 - Nov 1998

      QA Team Lead and black box test engineer on developing desktop OCR and document management application. Hardware and software compatability testing.

    • Product Support Engineer
      • Jun 1996 - Mar 1997

      Product support technician in inbound call center troubleshooting hardware connectivity issues. Provided general usability assistance to end-users of Caere suite of applications.

Education

  • University of San Francisco
    Bachelor of Science (B.S.), Organizational Behavior & Leadership

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