Chief Of Staff
Current
Sep 2024 - Present
AeroLeads people directory · profile
Rebecca Sanderson Email & Phone Number
Chief of Staff
at
Concentric Private Wealth
1 work email found
@concentricpw.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief of Staff
Location
Leesburg, Virginia, United States
Company size
Who is Rebecca Sanderson? Overview
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Quick answer
Rebecca Sanderson is listed as Chief of Staff at Concentric Private Wealth, a with 4 employees, based in Leesburg, Virginia, United States. AeroLeads shows a work email signal at concentricpw.com and a matched LinkedIn profile for Rebecca Sanderson.
Rebecca Sanderson previously worked as Director of Operations at Concentric Private Wealth and Client Services Associate at Concentric Private Wealth. Rebecca Sanderson holds Bachelor Of Science (B.S.), Finance, General from Boston University - School Of Management.
Company email context
Email format at Concentric Private Wealth
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{first_initial}{last}@concentricpw.com
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AeroLeads found 1 current-domain work email signal for Rebecca Sanderson. Compare company email patterns before reaching out.
Profile bio
About Rebecca Sanderson
Rebecca Sanderson is a Chief of Staff at Concentric Private Wealth. She possess expertise in series 7, writing, life insurance, investments, financial services and 20 more skills.
Listed skills include Series 7, Writing, Life Insurance, Investments, and 21 others.
Current workplace
Rebecca Sanderson's current company
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Concentric Private Wealth
9 roles
Rebecca Sanderson work experience
A career timeline built from the work history available for this profile.
Director Of Operations
Jan 2020 - Sep 2024
Client Services Associate
Nov 2018 - Jan 2020
Health And Wellness Coach
Beca Sanderson Wellness, Llc
Holistic wellness company that offers natural solutions to empower the health and well-being of women and families.
Feb 2014 - Oct 2018
Membership Director - Büro Midtown
Oversaw daily operations and managed the membership base of an innovative co-working community of 100+ companies and 200+ individual members. As such, I engaged with the member community, developed local partnerships, conducted sales tours, implemented sales techniques, maximized occupancy, liaised with property manager and facility contractors, handled member payments and invoicing, and delivered exceptional customer service.
Jul 2015 - Jun 2017
Private Esl Conversation Teacher
Self Employed
Aug 2010 - Aug 2013
Senior Registered Client Associate
Provided high-level administrative and financial planning support to a Firm Director/Financial Advisor of a top Registered Investment Advisory firm with multiple South Florida offices. In addition, I oversaw all customer service and administration throughout entire cycle of financial planning, including file preparation, data gathering, fee invoicing, data research, and collaboration with executive management. Selected Contribution:• Created new soft and hard data filing system and oversaw financial documentation compliance.
Mar 2005 - May 2010
Registered Sales Assistant
In this role, I provided office administration and client service for two Senior Vice Presidents and Financial Advisors including client scheduling, brokerage account administration, customer service, and file compliance; offered support in product research and cross-selling opportunities to our premier bank clients. Additionally, I acted as the office liaison with back office support teams in our NC headquarters.
Mar 2001 - Jul 2004
Registered Representative
Mydiscountbroker.Com (Division Of Southwest Securities, Inc)
Jul 2000 - Mar 2001
3 education records
Rebecca Sanderson education
Bachelor Of Science (B.S.), Finance, General
Health And Wellness, General
Institute Of Integrative Nutrition
Management
FAQ
Frequently asked questions about Rebecca Sanderson
Quick answers generated from the profile data available on this page.
What company does Rebecca Sanderson work for?
Rebecca Sanderson works for Concentric Private Wealth.
What is Rebecca Sanderson's role at Concentric Private Wealth?
Rebecca Sanderson is listed as Chief of Staff at Concentric Private Wealth.
What is Rebecca Sanderson's email address?
AeroLeads has found 1 work email signal at @concentricpw.com for Rebecca Sanderson at Concentric Private Wealth.
Where is Rebecca Sanderson based?
Rebecca Sanderson is based in Leesburg, Virginia, United States while working with Concentric Private Wealth.
What companies has Rebecca Sanderson worked for?
Rebecca Sanderson has worked for Concentric Private Wealth, Beca Sanderson Wellness, Llc, Büro Miami, Self Employed, and Provenance Wealth Advisors.
Who are Rebecca Sanderson's colleagues at Concentric Private Wealth?
Rebecca Sanderson's colleagues at Concentric Private Wealth include Peter M. Daniels, Cfp®, Bfa™ and Kathline Lerebours.
How can I contact Rebecca Sanderson?
You can use AeroLeads to view verified contact signals for Rebecca Sanderson at Concentric Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rebecca Sanderson attend?
Rebecca Sanderson holds Bachelor Of Science (B.S.), Finance, General from Boston University - School Of Management.
What skills is Rebecca Sanderson known for?
Rebecca Sanderson is listed with skills including Series 7, Writing, Life Insurance, Investments, Financial Services, Client Accounts, Customer Service, and Office Administration.
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