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Rebecca D. Hallman Email & Phone Number

Associate Vice President, PWM Senior Client Associate at Rockefeller Capital Management
Location: Dallas, Texas, United States 4 work roles 3 schools
1 work email found @ubs.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@ubs.com
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Current company
Rockefeller Capital Management
Role
Associate Vice President, PWM Senior Client Associate
Location
Dallas, Texas, United States
Company size
491 employees

Who is Rebecca D. Hallman? Overview

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Quick answer

Rebecca D. Hallman is listed as Associate Vice President, PWM Senior Client Associate at Rockefeller Capital Management, a with 491 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Rebecca D. Hallman.

Rebecca D. Hallman previously worked as Senior Client Services Associate at Ubs Financial Services Inc and Lending Assistant at Affiliated Bank. Rebecca D. Hallman holds Bachelor'S Degree, Business from The University Of Texas At Dallas.

Company email context

Email format at Rockefeller Capital Management

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rhallman@ubs.com
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AeroLeads found 1 current-domain work email signal for Rebecca D. Hallman. Compare company email patterns before reaching out.

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Profile bio

About Rebecca D. Hallman

Our team specializes in family office services for the entrepreneur, senior executive and business owner considering or exploring a sale of their business.We offer expertise, insight, and a balance of innovative yet pragmatic solutions that address the full cycle of your financial life. Our advanced planning team provides holistic, comprehensive financial planning services to help prioritize and align our approach to each families unique goals. By collaborating with our clients’ most important advisors, our mission is provide financial peace of mind through our consultative financial planning approach. Through this approach we are able to provide clarity and actionable insights that address your most pressing financial matters. This process affords us the opportunity to build relationships based on objectivity, integrity, mutual collaboration and respect. Central to our relationships is a team based approach dedicated to exemplary service, pro-active outreach and timely updates to your wealth management strategy.

Current workplace

Rebecca D. Hallman's current company

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Rockefeller Capital Management
Rockefeller Capital Management
Associate Vice President, PWM Senior Client Associate
Dallas, TX, US
Website
rockco.com
Employees
491
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Company profile
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4 roles

Rebecca D. Hallman work experience

A career timeline built from the work history available for this profile.

Senior Client Services Associate

Ubs Financial Services Inc

Dallas, Texas, United States

Successfully supported several Wealth Management teams and their businessobjectives. Organized logistics of team marketing events and developed and maintained team marketing materials. Updated and managed contact management systems with up to date client information and leveraged various communication channels to keep in touch with clients. Provided team with up to date calendar including daily, weekly, and monthly activities. Educated clients on account services and capabilities and resolved all client inquiries regarding account balances, statement information, and general product and/or service information. Successfully completed Series 7 and 66 licensing requirements.

May 2015 - May 2022

Lending Assistant

Affiliated Bank

Garland, Texas, United States

Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the bank's products and services. While also assisting in the loan process of reviewing documents, prepare loan request papers, and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

Feb 2012 - May 2015
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

ST Shane Twomey Shane Twomey Colleague at Rockefeller Capital ManagementWashington Dc-Baltimore Area, United States View → WG Wayne Gelineau Wayne Gelineau Colleague at Rockefeller Capital ManagementLos Angeles, California, United States View → JX Jeffrey Xenakis Jeffrey Xenakis Colleague at Rockefeller Capital ManagementLagrangeville, New York, United States View → WP Wendy Peterson Wendy Peterson Colleague at Rockefeller Capital ManagementScottsdale, Arizona, United States View → PM Patrick Mann Patrick Mann Colleague at Rockefeller Capital ManagementSaratoga Springs, New York, United States View → MC Mari Chen-Fiske Mari Chen-Fiske Colleague at Rockefeller Capital ManagementNew York, United States View → RN Robbie New Robbie New Colleague at Rockefeller Capital ManagementAtlanta, Georgia, United States View → KM Kenneth Milano Kenneth Milano Colleague at Rockefeller Capital ManagementScottsdale, Arizona, United States View → RP Riley Payne Riley Payne Colleague at Rockefeller Capital ManagementAtlanta Metropolitan Area, United States View → DG Delon Gashi Delon Gashi Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View →
3 education records

Rebecca D. Hallman education

Associate'S Degree, Business

Dallas College

Activities and Societies: Member of Phi Theta Kappa, Member of the Sigma Kappa Delta, Member of the National Society of Collegiate Scholars.

High School Diploma

Forney High School

Activities and Societies: National Honor Society member, 1st Lieutenant of the Forney Highsteppers, Member of the debate team, President.

FAQ

Frequently asked questions about Rebecca D. Hallman

Quick answers generated from the profile data available on this page.

What company does Rebecca D. Hallman work for?

Rebecca D. Hallman works for Rockefeller Capital Management.

What is Rebecca D. Hallman's role at Rockefeller Capital Management?

Rebecca D. Hallman is listed as Associate Vice President, PWM Senior Client Associate at Rockefeller Capital Management.

What is Rebecca D. Hallman's email address?

AeroLeads has found 1 work email signal at @ubs.com for Rebecca D. Hallman at Rockefeller Capital Management.

Where is Rebecca D. Hallman based?

Rebecca D. Hallman is based in Dallas, Texas, United States while working with Rockefeller Capital Management.

What companies has Rebecca D. Hallman worked for?

Rebecca D. Hallman has worked for Rockefeller Capital Management, Ubs Financial Services Inc, and Affiliated Bank.

Who are Rebecca D. Hallman's colleagues at Rockefeller Capital Management?

Rebecca D. Hallman's colleagues at Rockefeller Capital Management include Shane Twomey, Wayne Gelineau, Jeffrey Xenakis, Wendy Peterson, and Patrick Mann.

How can I contact Rebecca D. Hallman?

You can use AeroLeads to view verified contact signals for Rebecca D. Hallman at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Rebecca D. Hallman attend?

Rebecca D. Hallman holds Bachelor'S Degree, Business from The University Of Texas At Dallas.

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