Financial Operations Manager
Rebecca Trachtenberg has been with Regal Wealth Advisors since 2012 and serves as the Financial Operations Manager. Rebecca assists with the firm’s investment programs and is also responsible for the operations and administrative management, as well as the development of administrative staff. With 16 years of experience in operations within the financial services industry, Rebecca's experiences and knowledge are a powerful asset.
Rebecca spends her time with her husband and two small girls. You can find her in the gym on any given day.
Series 7 – General Securities Representative Exam
Series 66 – Uniform Combined State Law Exam