Areas of expertise
Investment Operations and Fund Administration
Rebecca has over 9 years’ experience in financial services, predominantly within Settlement Operations and more recently, Fund Administration.
Prior to joining Smith & Williamson, Rebecca worked for Morgan Stanley in the Prime Brokerage area, supporting hedge fund investment clients.
Rebecca joined Smith & Williamson in March 2014 and has worked in a Middle Office/Client Relationship role during this time. Rebecca has also been involved in a number of new projects, the most recent being the launch of the new Core Wealth Avaloq system.
Associate Member of the Chartered Institute for Securities & Investment.