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Rakhee Gor Location
Atlanta, GA, US
Rakhee Gor Work
Director of Operations, Principal @ (July 2025 - Present)
Operations Manager @ (January 2025 - July 2025)
Sr. Operations Analyst @ (December 2020 - January 2025)
Director of Operations @ (January 2017 - December 2020)
Operations Manager @ (June 2013 - January 2017)
Senior Portfolio Administrator @ (May 2011 - June 2013)
Customer Service Manager @ (October 2004 - May 2010)
Rakhee Gor Education
Georgia State University - J. Mack Robinson College of Business
BBA (Finance)
1998-2002
Rakhee Gor Skills
Alternative Investments
Asset Allocation
Billing Systems
ByAllAccounts
Customer Service
Database Administration
Financial Analysis
Fixed Income
High Level Of Accuracy
Investment Management
Investment Strategies
Investments
Microsoft Office
Mutual Funds
Performance Reporting
Portfolio Center
Portfolio Management
Retirement Planning
Salesforce
Securities
Skilled Multi-tasker
Tamarac software systems
Tenacious Work Ethic
Wealth Management
Rakhee Gor Summary
Rakhee Gor, based in Atlanta, GA, US, is currently a Director of Operations, Principal at Modera Wealth Management. Rakhee Gor brings experience from previous roles at Modera Wealth Management and TrueWealth, LLC. Rakhee Gor holds a 1998 - 2002 BBA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Billing Systems, ByAllAccounts, Customer Service and more. Rakhee Gor has 3 emails on RocketReach.
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