Rachel Lawrence Email & Phone Number
Head of Advice and Planning @ Monarch Money
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Rachel Lawrence Location
- Boston, MA, US
Rachel Lawrence Work
- 2024 -now Head of Advice and Planning @
- 2023 -now Advisor @
- 2022 -now Founder and Financial Planner @
- 2022 -now Founder and Principal @
- 2018 -2022 Director Of Coaching @
- 2018 -2018 Lead Financial Planner @
- 2016 -2018 Director Of Financial Planning @
- 2015 -2016 Head of User Acceptance Testing and App Support @
- 2012 -2016 Senior Financial Planner and Subject Matter Expert @
- 2013 -2014 Training and Development Manager @
- 2007 -2012 Financial Planner and Research Analyst @
- 2008 -2012 Chief Compliance Officer @
- 2005 -2007 Branch Operations Manager and Business Development @
- 2005 -2005 Performance Analyst @
- 2003 -2005 Operations Manager @
- 2002 -2002 Associate @
Rachel Lawrence Education
- Bentley University - McCallum Graduate School of Business
Master’s Degree (Personal Financial Planning)
2015-2017 - Bentley University
BS (Finance, Summa Cum Laude)
2000-2004 - American Business College Paris
(Investment Management)
2003-2003 - St. Johnsbury Academy 1996-2000
- Fiduciary360
Certificate (Fiduciary Studies and Prudent Practices)
- Boston University
Certificate (Financial Planning)
Rachel Lawrence Skills
- Estate Planning
- Naviplan
- PowerPoint
- Employee Benefits
- Pensions
- Salesforce.com
- Saving for Education
- Schwab Portfolio Center
- Tax Planning
- Retirement Planning
- Financial Planning
- Investments
- Business Development
- Business Analysis
- Moneyguidepro
- Strategic Planning
- Cash Flow Management
- International Tax Planning
- Microsoft Office
- Charitable Giving
- Goldmine
- Risk Management
- Asset Management
- Microsoft Excel
- Protracker Advantage
- Financial Education
- Project Management
- Dbcams
- Financial Services
- Strategic Financial Planning
- Financial Planners
- Asset Managment
- Financial Advisory
- Investment Management
- Finance
- Product Management
- Quality Assurance
- High Net Worth Individuals
- Wealth Management Services
- Personal Finance
- Salesforce
- Customer Support
- Application Support
- Strategy
- Personal Financial Planning
- Certified Financial Planner
- Retirement Savings
- Service Delivery
- Service Delivery Management
- Investment Advisory
- Series 65
- Management
- Wealth Management
- Compensation
Rachel Lawrence Summary
- Rachel Lawrence, based in Boston, MA, US, is currently a Head of Advice and Planning at Monarch Money. Rachel Lawrence brings experience from previous roles at Uprise - Embedded Financial Advisory, Reverie Wealth, Plan Ventures and Ellevest. Rachel Lawrence holds a 2015 - 2017 Master’s Degree in Personal Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Estate Planning, Naviplan, PowerPoint, Employee Benefits, Pensions and more. Rachel Lawrence has 4 emails and 1 mobile phone numbers on RocketReach.
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