American Portfolios Rochester - Financial Services & Corporate Benefits |
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Rebecca AllenSenior Group Account Manager
Phone: (585) 348-9520 Rebecca is a Senior Group Account Manager and CSR Manager at American Portfolios in Rochester, N.Y. She has been working with individual and corporate clients in the financial and employee benefit industry for over 15 years.
Rebecca has a B.S. in marketing and management from SUNY Geneseo. She also holds a life insurance and health insurance license and series 6 license.
Rebecca has extensive experience and background in marketing, group insurance, and retirement plans for both corporate and individual clients. Rebecca works with clients to review, design, quote and implement employee benefit programs. She also acts as a problem solver between the carriers and our customers to resolve various issues.
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*Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. **Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. |