Global Wealth Solutions
Rachel Jallick serves as the vice president and senior client manager for Executive Compensation Services. With 20 years of industry experience and training, she uses her specialized knowledge and skills in securities trading and sales with public companies and their employees, executing on stock options and 10b5-1 plans. Rachel designs and carries out pre-arranged trading plans, and she works directly with clients to provide reliable and impeccable service. Prior to her current role, Ms. Jallick worked in Branch Services, acting as a liaison between home office departments and the firm’s retail branch offices to research and resolve issues. Rachel earned a Bachelor of Science in finance at the University of South Florida. She holds Series 7 and Series 63 securities licenses.