Rebecca Picazo is a Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. She works with The Gluck Group, providing administrative research and exceptional customer service to high net worth clients. Rebecca also leads the marketing initiative for her team.
Rebecca was attracted initially to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities. After college, she began her career in an operations role, and then became a sales assistant, where she coordinated a training program. Her professionalism and determination in resolving issues contribute to the success clients of The Gluck Group enjoy.
Rebecca has 16 years’ experience in the investment management industry, beginning with Dean Witter (now Morgan Stanley) from 1996-1998, Bear Stearns from 1998-2005 and then Union Bank from 2005-2007. She re-joined Bear Stearns, J.P. Morgan’s predecessor firm, in 2008, transitioning with her team into her current role at the firm.
Rebecca graduated from The University of LaVerne, with a B.S. degree in business administration, and earned an M.B.A. in global management from The University of Phoenix. She and her husband live in Azusa, with their 11-year old son, a rising baseball star, and 4-year old daughter, who is a cheerleader and plays soccer.
Registered States: AZ, CT, FL, IL, KY, MI, MO, NV, NY, OK, RI, TN, VA, CA, DE, GA, IN, LA, MN, MT, NJ, NC, SC, OR, TX, WA, CO, DC, HI, KS, MA, MS, NE, NM, OH, PA, SD, UT, WI