Client Relationship Manager
Becky obtained her Bachelors in Business Finance degree from Regis University and joined Pilkington Financial Services, Ltd in 1997. Becky's work at Pilkington Financial is primarily focused on client relations and assistance with compliance.
She establishes new client accounts and transfers, in addition to supporting client's day to day needs. Becky works to ensure all activities at Pilkington Financial are compliant with the rules and regulations of the various regulatory agencies and the firm's own Code of Ethics.
Becky is a native of Sterling and lover of the outdoors and stays active following kids to their many sporting events.
Becky Bohler is not registered with SagePoint Financial, Inc.