Rebecca J. Wynne

Rebecca brings three decades of expertise in the financial services and banking industry to her role at Fireside Capital Advisors. Her background spans strategy, risk management, operations, sales, and CRM, gained from tenures at Citibank, GE Capital, JPMorgan, and most recently, Salesforce, where she led business strategy engagements for banking clients.

Rebecca earned her BS in Business Administration from the University at Buffalo and holds an MBA from the University of Dallas. Since joining Fireside, she passed her Series 65 to become an Investment Adviser Representative.

Fireside Capital Advisors prides itself on delivering an excellent client experience, and Rebecca's background and passion for continual improvement make her a valuable addition to the team. She is responsible for overall firm management, client servicing, reporting, compliance, marketing, and communications. Outside of her professional endeavors, Rebecca has been deeply involved with The Senior Source for more than ten years, where she now serves as Past-Chair of the Board.