Rebecca Spooner in

Rebecca Spooner

Evaluator · DISC type sdc
Financial Services Representative at New York Life Insurance Company
📍 Greater Boston, United States

Rebecca Spooner is a financial services professional with New York Life, focusing on retirement planning, college funding, and lifetime income strategies. Her career includes a significant tenure at Barrett & Company, where she served as a Financial Consultant and Chief Compliance Officer, managing risk and navigating numerous regulatory audits successfully.

Based on her public profile, Rebecca is a skiing enthusiast and a wellness devotee. These interests suggest a passion for an active and healthy lifestyle outside of her professional responsibilities in the financial sector.

She has successfully managed and achieved positive outcomes in more than five regulatory audits (FINRA, SEC), showcasing deep expertise in financial compliance.

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Experience
17 Years
Current Role
Financial Services Representative
Job Level
Junior
Location
Greater Boston, United States
Personality Overview

How Rebecca shows up

Quality Focused
Thorough Evaluator
Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Rebecca cares about

Retirement Planning
Her role involves creating lifetime income strategies and retirement solutions for individuals, families, and businesses.
Education Savings
She actively provides solutions and shares articles related to managing the costs of college tuition and related expenses.
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Career

Work history

12-2020
Financial Services Representative
New York Life Insurance Company
6-2006 - 11-2018
Financial Consultant / CCO
Barrett & Company, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
Dean College
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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