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Rachel Jackson Location
San Clemente, CA, US
Rachel Jackson Work
Director Asset Management @ (April 2025 - Present)
Associate Asset Manager @ (January 2022 - December 2024)
Investement Analyst @ (May 2021 - January 2022)
Manager, Financial Planning and Analysis @ (August 2019 - September 2020)
Asset Manager of Investments @ (April 2016 - July 2019)
Wealth Management Advisor @ (June 2015 - April 2016)
Investment Wholesaler @ (December 2013 - July 2015)
MBA-Finance Concentration @ (May 2012 - April 2015)
Senior Asset Manager @ (December 2024 - April 2025)
Financial Advisor @ (January 2009 - August 2011)
Rachel Jackson Education
Cornell University
Certificate (Commercial Real Estate )
2019-2019
Pepperdine University, The George L. Graziadio School of Business and Management
Finance (MBA)
2012-2015
Investment Banking Institute Certificate 2011-2011
Santa Clara University
Rachel Jackson Skills
Banking
Customer Relations
Public Speaking
Mergers
Retirement Planning
Valuation
Sales
Financial Planning
Fishing
Portfolio Management
Financial Modeling
Forecasting
Investments
Market Research
Finance
Strategy
Asset Managment
Wealth Management
Equities
Business Planning
Strategic Financial Planning
Real Estate
Asset Management
New Business Development
Credit
Customer Service
Financial Analysis
Private Equity
Business Strategy
Project Management
Marketing Strategy
Capital
Mergers and Acquisitions
Analysis
Series 7
Collaborative Problem Solving
Strategic Planning
Microsoft Excel
Real Estate Due Diligence
Management
Argus Modeling
DCF Valuation
Creative Problem Solving
Rachel Jackson Summary
Rachel Jackson, based in San Clemente, CA, US, is currently a Director Asset Management at Irvine Company. Rachel Jackson brings experience from previous roles at Greystar, Mogharebi Group, bkm Capital Partners and NB Private Capital, LLC. Rachel Jackson holds a 2019 - 2019 Certificate in Commercial Real Estate @ Cornell University. With a robust skill set that includes Banking, Customer Relations, Public Speaking, Mergers, Retirement Planning and more. Rachel Jackson has 3 emails and 3 mobile phone numbers on RocketReach.
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