SCHEDULE A MEETING WITH RACHEL
Rachel serves as Vice President of Operations and Strategy at TWM, where she bridges the gap between high-level vision and daily excellence. She leads the firm’s client experience initiatives, working alongside the advisory team to architect long-term strategic plans that fuel growth and ensure client success. Known for her hands-on leadership, Rachel specializes in spearheading operational improvements that drive efficiency while elevating the standard of service for every TWM client.
Previously, Rachel was a senior member of the Client Solutions team at Wilshire Advisors, managing institutional relationships and leading workflow improvements. Her earlier roles include Investment Analyst at Bank of New York Mellon and Client Service Associate at Joel R. Mogy Investment Counsel.
She holds a B.A. from UCLA and the FMAA™ designation, and is currently pursuing her MBA at Boston University’s Questrom School of Business, graduating in 2026.
Rachel lives in Palos Verdes with her husband, son, and family dog, and enjoys beach days, hiking, and travel.