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Becky Greene

Senior Director, Advisory Operations at Choreo

Becky Greene is a Senior Director with Choreo, a position Becky has held since February 2022. Prior to that, Becky gained extensive experience in the wealth management industry, working with RSM US Wealth Management LLC for over 20 years. Becky started their career as a Paraplanner with Pittsburgh Financial Planners from 1997 to 2001. Becky holds a Bachelor's degree in Mathematics with a minor in Computer Science from PennWest Edinboro, which Becky obtained between 1988 and 1992.

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Timeline

  • Senior Director, Advisory Operations

    February, 2022 - present