US Intermediaries Client Engagement Manager @ (December 2018 - December 2021)
Business Management Operations Analyst @ (September 2017 - November 2018)
Global Client and Investment Reporting Senior Specialist @ (November 2016 - September 2017)
Global Client and Investment Reporting Specialist @ (July 2015 - November 2016)
Participant Service Center Representative @ (July 2014 - July 2015)
Rachael Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.)
2016-2018
University of Maryland
Bachelor of Arts (B.A.) (English Language and Literature, General)
2010-2014
The Center of Cross Cultural Studies
Spanish
2013-2013
Rachael Skills
Customer Service
Event Planning
Facebook
InDesign
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Research
Social Media
Social Media Marketing
Social Networking
Teamwork
Rachael Summary
Rachael, based in Washington, DC, US, is currently a Vice President - National Accounts and RIA at StepStone Private Wealth. Rachael brings experience from previous roles at StepStone Group and T. Rowe Price. Rachael holds a 2016 - 2018 Master of Business Administration (M.B.A.) @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Customer Service, Event Planning, Facebook, InDesign, Microsoft Excel and more. Rachael has 3 emails and 1 mobile phone numbers on RocketReach.
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