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
- Head of Advice and Planning @ (June 2024 - Present)
- Advisor @ (October 2023 - Present)
- Founder and Financial Planner @ (August 2022 - Present)
- Founder and Principal @ (May 2022 - Present)
Rachel Lawrence Education
- Bentley University - McCallum Graduate School of Business
Master’s Degree
2015-2017 - Bentley University
BS
2000-2004 - American Business College Paris 2003-2003
- St. Johnsbury Academy 1996-2000
- Boston University
Certificate
- Fiduciary360
Certificate
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 and Plan Ventures. Rachel Lawrence holds a 2015 - 2017 Master’s Degree @ 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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