Rebecca Chesmore | Client Relationship Specialist | Talis Advisors

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Rebecca Chesmore | Client Relationship Specialist

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Rebecca Chesmore's role as a Client Relationship Specialist encompasses a variety of responsibilities at Talis. In addition to fielding questions from our clients, Rebecca also supports account administration, IT- and network-related issues and is a part of our support team for our digital investment tool, Portfolio.Expert. Her diverse skill set, attentiveness and attention to detail, enables Beccas to not only resolve client questions but also manage these important firm initiatives.

In her native home of Ethiopia, Rebecca studied mathematics at Mekelle University. She will continue her studies of mathematics as well as in programming and finance and hopes to continue excelling in the finance industry in a fintech role.

Rebecca has experience in customer relations through previous roles at Los Angeles International Airport and AT&T Wireless in Plano.

In her free time, she enjoys dancing, exercising, and continuing to practice programming and math.

 

 

 

 

 


     

Get to know Becca

What do you do when you’re not working? Study, Study then Nap

What was the most challenging thing you’ve done? Living thousands of miles away from my family.

Who is your inspiration? Elon Musk and my Mom!!!!

Where would you like to visit? Ireland, Switzerland, Netherland…

What is the most interesting place you’ve visited?  I haven’t yet

What is your favorite quote? "The only person you should try to be better than is the person you were yesterday."

Who is the most interesting person you’ve met?  I have never met anyone interesting…I would give a kidney to meet Elon Musk.

Do you have any interesting relatives? Nope, no one that I know of.

Do you speak languages other than English? Amharic, A little bit of Hindi

How did you end up working in finance? I got lucky and blessed.

What do you love about what you do? The IT part of my job is my favorite.

What causes are you passionate about? Helping others in need in any way possible.

What sports teams do you follow and where did you go to college or university? I don’t follow any. I went to Mekelle University and currently going to Collin College. 

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Disclosure                                                                    Talis Advisory Services, LLC (Talis) is an SEC registered investment advisor located in Plano, Texas. Talis and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors by those states within which the firm maintains clients. Talis may only transact business in those states in which it is notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Users should consult with appropriate advisors before making investment decisions. Any subsequent direct communication by Talis with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides. For information pertaining to the registration status of Talis, please contact the United States Securities and Exchange Commission on their website at http://www.adviserinfo.sec.gov/. A copy of Talis' current Form ADV Part II is available upon request. A copy of our business continuity statement is available upon request or may be accessed here.

Disclosure                                                                   

Talis Advisory Services, LLC (Talis) is an SEC registered investment advisor located in Plano, Texas. Talis and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors by those states within which the firm maintains clients.

Talis may only transact business in those states in which it is notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Users should consult with appropriate advisors before making investment decisions.

Any subsequent direct communication by Talis with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides. For information pertaining to the registration status of Talis, please contact the United States Securities and Exchange Commission on their website at http://www.adviserinfo.sec.gov/. A copy of Talis' current Form ADV Part II is available upon request. A copy of our business continuity statement is available upon request or may be accessed here.

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