Qualifications

Becky currently holds the Securities Industry Essentials (SIE), Series 7 & 63. She has functioned in a consultative manner for 6 years in both the Technology and Finance industries, providing subject matter expertise in the sector. She launched her finance career in early 2020 at Janus Henderson Investors. Her experience there provided a strong foundation for understanding the long-term financial needs of business owners.

Experience

Becky started her career at a SaaS company, Autodesk, where she partnered with folks in architecture, engineering, and construction across the United States to utilize the best-fit Computer-Aided Design and Manufacturing software. Becky often worked closely with entrepreneurs and business owners to increase their overall business efficiencies and drive results. Prior to joining SDR, Becky served as an Internal Sales Consultant at Janus Henderson. Becky partnered with financial advisors across TN, AL, and TX, discussing financial solutions across various investment vehicles. Becky connected with advisors and client service associates on thought leadership and implementing practice management tools. She delivered notable value to the advisors’ end clients resulting in client acquisition and retention while empowering the advisory team to make educated business decisions.

Education

Becky graduated early from the University of Denver with a BA in Biology and double minored in Geography and Psychology.

Interests

In her spare time, Becky enjoys hiking, reading, running, traveling, painting, trying new restaurants and wines, walking her two pugs, and spending time with her family.