Rebecca O’Keefe

  • Administrative Assistant
    Rebecca O’Keefe

    Rebecca is an Administrative Assistant at AJ Wealth, working closely with Vice Presidents, Matthew McDonald and Jillian Barbati, assisting in the handling of daily operations including data organization, document management, and coordination of administrative and accounting tasks. Prior to AJ Wealth, Rebecca worked at Estee Lauder where she worked in the Quality Assurance department. Rebecca uses her creative, analytical and strong interpersonal skills to contribute to the AJ Wealth Team. Rebecca graduated from Shippensburg University in 2012 with a degree in Art.

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Company Information

AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647

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