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Rebecca Shelton
Rebecca Shelton
Vice President, Strategic Services | CUSO Financial Services
Utah, United States
Rebecca Shelton
Summary
Rebecca Shelton is an accomplished financial services professional with extensive experience in strategic management and client-focused financial advising. With a strong background in retirement strategies and IRA rollovers, she is dedicated to helping clients navigate their financial futures. Rebecca has held various leadership roles, including Vice President of Strategic Services at CUSO Financial Services, where she drives strategic initiatives and enhances service delivery. Her expertise spans across multiple financial products, including life and disability insurance, making her a versatile asset in the finance industry. Rebecca's commitment to continuous professional development is evident in her certifications, including Series 66 and Series 7. She is known for her detail-oriented approach and exceptional communication skills, which enable her to build trust and rapport with clients. Outside of work, Rebecca is passionate about leadership development and mentoring others in the financial sector. Her ability to adapt and thrive in dynamic environments sets her apart in a competitive field.
Rebecca Shelton
Work Experience
Vice President, Strategic Services at
CUSO Financial Services
February 2024 - Present
Strategic Services Manager at
Atria Wealth Solutions
June 2023 - Present
Program Manager at
CUSO Financial Services
September 2022 - June 2023
Financial Advisor, CUSO Financial Services, L.P. at America First Credit Union at
Cuso Financial Services
July 2018 - August 2022
Strategic Developer at
America First Credit Union
July 2017 - July 2018
Branch Manager at
America First Credit Union
August 2015 - June 2017
Central Branch Training-Assistant Manager at
America First Credit Union
August 2013 - August 2015
Various at
America First Credit Union
July 2001 - July 2013
Rebecca Shelton
Education
Western Governors University, Bachelor's Of Science In Business Management
January 2017 - January 2019
Frequently Asked Questions about Rebecca Shelton
What is Rebecca Shelton email address?
Rebecca Shelton's primary email address is ********@americafirst.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rebecca Shelton work for?
Rebecca Shelton is a Vice President, Strategic Services at CUSO Financial Services, a company specializing in Functions related to depository banking.
Where Rebecca Shelton graduated from?
Rebecca Shelton holds a degree in Business Administration And Management, General from Western Governors University.
How can I directly contact Rebecca Shelton?
To contact Rebecca Shelton directly, you can use the email address ********@americafirst.com. Complete contact information is available upon registration with Muraena.
Who is Rebecca Shelton?
Rebecca Shelton is an accomplished financial services professional with extensive experience in strategic management and client-focused financial advising. With a strong background in retirement strategies and IRA rollovers, she is dedicated to helping clients navigate their financial futures. Rebecca has held various leadership roles, including Vice President of Strategic Services at CUSO Financial Services, where she drives strategic initiatives and enhances service delivery. Her expertise spans across multiple financial products, including life and disability insurance, making her a versatile asset in the finance industry. Rebecca's commitment to continuous professional development is evident in her certifications, including Series 66 and Series 7. She is known for her detail-oriented approach and exceptional communication skills, which enable her to build trust and rapport with clients. Outside of work, Rebecca is passionate about leadership development and mentoring others in the financial sector. Her ability to adapt and thrive in dynamic environments sets her apart in a competitive field.
Rebecca`s contact details
********@americafirst.com
********@cusonet.com
***************@atriawealth.com
Colleagues
Complex Assistant Manager
Member Board of Directors
Vice President
Vice President Operations
Vice President Of Business Development
Vice President, Financial Institution Recruiting
VP, Program Marketing
Vice President, UAT & Platform Maintenance
Managing Director - Co-Head Financial Institution Channel
Vice President, Financial Services Manager