Rebecca Long

President at Lasso

Rebecca Long started their work experience in 2008 as a Research Assistant at Children's Hospital Boston. Rebecca then took on an internship role at TeenLife Media, LLC in 2009, where they focused on brand development and expanding the client base. In 2010, Rebecca became a Branch Manager at Ivy Insiders, where they established a new branch office and developed a comprehensive SAT curriculum.

From 2011 to 2012, Rebecca worked as a Marketing Intern at SolidWorks, where they conducted marketing segmentation analysis and assisted with web development and re-branding efforts. Rebecca then joined BlackRock in 2012 as a Marketing Analyst, responsible for implementing marketing campaigns and raising the company's profile among Defined Contribution Plan Sponsors and Retail Advisors.

At BlackRock, Rebecca held various roles, including Product Strategist, where they focused on investment strategy and product positioning, and Product Manager for the iRetire product team, where they developed and managed the product vision and strategy for a digital platform empowering financial advisors. Rebecca also worked on global retirement opportunities and conducted business development and client onboarding.

In 2020, Rebecca joined Lasso, initially as the Head of Sales and Client Experience for GoalBased Investors, a FinTech platform. Rebecca then became the President of Lasso in 2022. Rebecca'srole involved leading sales and client experience for a platform that supports a community of Advisors and Investors in achieving financial planning goals.

Overall, Rebecca Long has a diverse work experience in various industries, focusing on marketing, product management, and sales in the finance and technology sectors.

Rebecca Long began their education at The Winsor School in 2001 and completed their studies there in 2009. Rebecca then enrolled at Columbia University from 2009 to 2013 and obtained a Bachelor of Arts degree in Economics and Psychology. Following a gap, they pursued further education at DigitalCrafts from 2018 to 2019, where they obtained an Engineer's degree.

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Previous companies

Timeline

  • President

    January, 2022 - present

  • Head of Sales and Client Experience

    November, 2020