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Rebecca Schlundt

Rebecca has been in the financial solutions arena for more than 20 years, including joining Alloya Investment Services in 2003. As an Institutional Fixed Income Sales Representative, she collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options including Marketable Securities* – to brokered certificates (SimpliCD Purchase), Rebecca offers access to a wealth of resources. Credit union decision makers regularly use her services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.

Professional Experience

Prior to her position at Alloya Investment Services, Rebecca worked in the lending area at Electrus Federal Credit Union.

Education, Credentials

Rebecca holds a bachelor’s degree in Business Administration from the University of Wisconsin-River Falls. In addition, Rebecca holds her Series 7 and 63 through ISI and her Series 65 through Balance Sheet Solutions.

*Broker-dealer transactions are facilitated through ISI, member FINRA/SIPC.

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