VP, Client Services
Rachel has over 12 years of professional experience in the financial services industry. As Vice President of Client Services at TWM, Rachel is responsible for overseeing the ongoing client services and operations of the firm. She works closely with advisory team to ensure seamless transition and integration of new clients in order to facilitate long term goals. She is instrumental in the implementation of the operational controls and procedures that positively impact the client's experience.
Prior to joining TWM, Rachel was the senior member of the Client Solutions team at Wilshire Advisor, where she successfully spearheaded implementation of processes to drive operational improvement and increase deliverable efficiency to clients' satisfaction. Prior to Wilshire, she also held roles as Investment Accountant at Bank of New York Mellon and Client Service Associate at Joel R. Mogy Investment Counsel. Rachel has earned her Bachelor of Arts degree from University of California, Los Angeles.
As a Palos Verdes resident, Rachel enjoys going to the beach, hiking, volunteering, and traveling with her husband, her son, and their family dog.