Senior Client Service Associate
Rachael has more than 12 years of experience in the financial services industry. She specializes in guiding new clients through our onboarding process, helping to make the transition as comfortable and efficient as possible.
Before joining our team in 2014, Rachael worked at Wells Fargo and Morgan Stanley. She earned a bachelor’s degree in finance and marketing from the University of Illinois of Chicago.
Originally from Palos Park, Illinois, Rachael lives in Tinley Park. In her free time, she enjoys staying active, running in 5Ks for charities and traveling.