Customer Relations Team

About

The Customer Relations Team at RTS Financial is responsible for managing client accounts, ensuring smooth onboarding of new clients, and addressing any financial queries or issues that arise. This team works closely with clients to provide tailored financial solutions and maintains strong, ongoing relationships to facilitate business growth and satisfaction. Key roles include onboarding specialists, financial account representatives, and resolution specialists who collectively ensure a seamless client experience.


Team members

AS

Abagail Schweikert

Onboarding Representative

Adam Connors

Financial Account Representati...

AN

Adam Newbanks

Account Representative

Ajay Mitra

Financial Account Representati...

Aleksandra Russell

Financial Account Representati...

AL

Alexa Lange

Financial Account Representati...

Alexander K.

Financial Account Manager

Alexis Ingold

Financial Account Representati...

Alexis Tackett

Account Representative

Allegra Brooks

Large Account Manager

Allison Chastain

Account Representative III

Alyssa Schoen

Account Representative II

Amanat Sangha

Account Representative

Amberlea Auffert

Account Representative

Ambre Tyrrel

Financial Account Representati...

AK

Andrew Kaiser

Customer Engagement Specialist

Angelica Beltran

Account Representative

Anthony Bell

Onboarding Specialist

Anthony Cutsinger

Financial Account Representati...

Arthur Montgomery

Financial Account Representati...

Asha Joshi

Account Representative II

Ashlea Banks

Financial Account Representati...

Ashleigh Dutton

Financial Account Manager

Ashton Cole

Financial Account Representati...

Austin Kruse

Account Representative

Ben Norman

Account Representative

Benjamin Rost

Financial Account Representati...

Beth Johnson

Financial Account Representati...

Blake Beaubien

Account Representative

Brady Walker

Financial Account Representati...

BO

Brenda Ochoa-Burciag...

Financial Operations Analyst

Brock Devolder

Financial Account Representati...

Bryce Robinson

Financial Account Representati...

Carlos A. Mendoza Ce...

Financial Account Representati...

Cecilia Zhang

Financial Representative II

CM

Christa Mannoni

Risk Analyst

Christian Sparrow

Financial Account Representati...

Cole Graves

Financial Account Representati...

Connor West

Account Representative

DM

Dallas Monasmith

Financial Account Representati...

Dawn Waisner

Frs- RISK Specialist

Delaney Jensen

Financial Purchase Specialist

Desiree Hooper

Account Representative

Diamond Wells

Financial Account Representati...

Dominic Barcarolo

Account Representative

Doris McKenna

Senior Accountant

Dylan Welch

Account Representative II

Emily Boyd

Financial Account Representati...

Ericka Dial

Financial Account Representati...

Erin Fast

Financial Account Representati...

Ethan Deleon

Portfolio Analyst

Evan Bartlett

Financial Account Representati...

FE

Francesca Eastman

Onboarding Representative II

Garret Huttinger

Financial Account Representati...

Garrett Brozovich

Account Representative

Garrett Holmes

Account Representative

Garrett R.

Account Representative

Gauri Sharma

Bilingual Financial Account Re...

Gladys Ponce

Bilingual Customer Engagement ...

GS

Gosha Szmyt

Account Representative

HP

Hannah Peppers

Onboarding Representative II

Hayley Piatkowski

Financial Account Representati...

HC

Hope Caplan

Onboarding Representative

Jackamoe Gragg

Financial Account Representati...

Jacob Neiman

Account Representative

Jacob Penegar

Account Representative

Jacy Navarro

Financial Resolution Specialis...

Jake Feldman

Account Representative

JL

Jake Lewallen

Financial Account Representati...

Jalen McDougal

Account Representative II

Jeremy Hoehn

Account Representative

Jodi Smith

Financial Account Representati...

Joe Kofron

Financial Account Representati...

Joel Holland

Risk Analyst

Joel Mills

Account Representative III

John Mihelic

Account Representative II

John Murdock

Financial Account Representati...

Johnathan Regier

Account Representative

Jonathan Aragon

Financial Account Representati...

Jordan Fancher

Finance Account Representative

Jordan Nall

Financial Account Representati...

JH

Joseph Hovelsrud

Account Representative

Joseph Maher

Risk Analyst

JC

Julia Cheney

Sr. Manager Of Client Solution...

Justus McMullen

Account Representative II

Justyna Gierszewska

Financial Agent

Kailyn Williams

Financial Account Representati...

Kali Bekele

Account Representative At RTS ...

KW

Katie West

Account Representative

KW

Katie Wolfe

Financial Resolution Specialis...

Kay McCullough

Financial Purchase Specialist

Keegan McCormick

Financial Account Representati...

Kristin Miller

Financial Resolution Specialis...

Kyle Haddock

Financial Resolution Specialis...

Lauren Walbridge

Financial Resolution Specialis...

Lauren Wood

Financial Account Representati...

Libby McFerrin

Financial Account Representati...

Logan Vacca

Financial Representative

Lora Ramos

Account Administrator

Luke Godard

Financial Account Representati...

Mallory Mott

Financial Account Representati...

Mari Carmen Diaz

Account Representative

Marshall Oetting

Financial Account Representati...

Marti Campistol

Account Representative

Martin Benega

International Account Represen...

Matt Morris

Account Representative II

Matt Sterling

Portfolio Auditor

Maynor Gallardo

Financial Representative

MW

Megan W.

Financial Account Representati...

Michael Jackson (Ale...

Financial Account Representati...

Michael Wells

Account Representative II

Mirka Portillo

Spanish Speaking Account Repre...

Mistica Lopez

Bilingual Account Representati...

Mukti Gandhi

Portfolio Analyst

Mychael Phillips

Account Representative

Natalie Smith Gallen...

Onboarding Representative

Nathan O'Brien

Financial Account Representati...

Nathan West

Financial Account Representati...

Nicholas Williams

Financial Account Representati...

Nick Best

Account Representative

Nick Davis

Financial Account Representati...

Nick Jordan

Financial Account Representati...

Nicole McBride

Account Representative II

Nicole Shobe

Account Representative

Noah Parker

Financial Account Representati...

Olya Brinda

Financial Account Representati...

Paige U.

Account Representative

PM

Patrick J. Martin

Account Representative II - Op...

Paul Henton

Financial Account Representati...

Peris Wanjiru

Risk Resolution Specialist II

Peter McMonigle

Financial Account Representati...

Piper Hickey

Financial Account Representati...

PH

Preston Harlan

Account Representative

Quaid Haase

Account Representative II

Rachel Lubowicz

Financial Account Representati...

Robert Geisler

Account Representative II

Salma Velo

Account Representative

Sam Allgaier

Financial Purchase Specialist

SS

Samantha Shehan

Client Retention Representativ...

Samta Rawal

Financial Account Representati...

Samuel I.

Account Representative II

Santiago Montoya

Financial Agent

Sara Smith

Transition Specialist

SV

Sara Vonbargen

Financial Purchase Specialist

Sarah Davis

Financial Account Representati...

Skylar Colletti

Financial Account Rep

Sydney Bouddhara

Financial Account Representati...

Sydney Tenholder

Financial Account Representati...

Tanner Harris

Account Representative

Tasha Collins

Financial Account Representati...

Taylor Twellman

Senior Financial Account Repre...

Tera Haywood

Financial Resolution Specialis...

Tyler Larsen

Account Representative II

Tyler Tolo

Financial Account Representati...

Valerie Glotzbach

Financial Resolution Specialis...

YU

Yen Vo (UMKC-Student...

Account Representative

Zach Surgeon

Account Representative II

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