Rebecca Hoeg is the Director of Client Service and is responsible for ensuring new clients enjoy a smooth transition to Great Point’s wealth advisory services. She also coordinates scheduling, manages the office and provides administrative support to the team.
Prior to joining Great Point, Rebecca worked at Jefferies Financial Group as a Sales Assistant within their Institutional Equity division. In her role, she provided support to the sales team and worked closely with corporate access and equity research to coordinate roadshows. Rebecca also acted as a liaison between clients and sales to plan and execute regional corporate events.
Rebecca earned a Bachelor of Science in Business Administration from Skidmore College in Saratoga Springs, NY. In her free time, Rebecca loves to keep active and enjoys running, traveling, trying new restaurants and spending time with friends and family. Rebecca resides in Boston, MA with her husband.
Rebecca can be reached at (617) 585-0050 or firstname.lastname@example.org