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Rebecca Shelton

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Rebecca Shelton

Vice President, Strategic Services | CUSO Financial Services

Utah, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Rebecca Shelton

Work Experience

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Vice President, Strategic Services at

CUSO Financial Services

February 2024 - Present

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Strategic Services Manager at

Atria Wealth Solutions

June 2023 - Present

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Program Manager at

CUSO Financial Services

September 2022 - June 2023

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Financial Advisor, CUSO Financial Services, L.P. at America First Credit Union at

Cuso Financial Services

July 2018 - August 2022

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Strategic Developer at

America First Credit Union

July 2017 - July 2018

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Branch Manager at

America First Credit Union

August 2015 - June 2017

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Central Branch Training-Assistant Manager at

America First Credit Union

August 2013 - August 2015

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Various at

America First Credit Union

July 2001 - July 2013

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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

mail

********@americafirst.com

********@cusonet.com

***************@atriawealth.com

Colleagues

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Terri Folkins

Complex Assistant Manager

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Awma Russell Gochneaur Aams Crps Crpc

Member Board of Directors

Stephen Widner

Vice President

Stephen Widner

Vice President Operations

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Shari Januszewski

Vice President Of Business Development

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Bob Conrad

Vice President, Financial Institution Recruiting

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Deanne Laurvick

VP, Program Marketing

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Kate Birchell

Vice President, UAT & Platform Maintenance

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Kevin Mummau

Managing Director - Co-Head Financial Institution Channel

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Patricia Flores Pmp

Vice President, Financial Services Manager

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