Rachel Borsini

About Rachel Borsini

Self-Motivated, driven, strategic and experienced professional with a track record in building and maintaining customer relationships.Analytical, resourceful and hard working, with a high professional and ethical sense. Eager to continue shaping my career, seeking a role at a vibrant and progressive organization with an encouraging vision, where shared values and collaboration are at its core.Proactive and thrives in fast paced atmosphereStrong ability to articulate ideas clearly in written and oral forms Financial Analysis- Research- Negotiator- Interpreter-Energetic- Customer Service- Training- Loyalty- Programs-Team Player-Motivator-Communicator-Visual-Active Listener- Sales -Creative

Experience

1. Wealth Management Associate

   Coldstream

   Nov 2024 — Present · Bellevue, WA, US

Education

• University of Puget Sound

  Bachelor of Arts (B.A.), Economics

  2009 — 2013

• University of Puget Sound

  Bachelor of Arts (BA), Spanish Language and Literature

  2009 — 2013

• Pontificia Universidad Católica de Chile

  Health Sciences

Skills

• Quickbooks
• Client Services
• Peoplesoft
• Account Management
• Accounts Receivable
• Fundraising
• General Securities Registered Representative
• Uniform Combined State Law
• Microsoft Office
• Sales
• Non-Profit Volunteer
• Customer Service
• Spanish
• Program Development
• Management
• Volunteer Management
• Budgets
• Series 7
• Series 66
• Youth Development
• Community Outreach
• Social Networking
• Social Media
• Microsoft Excel
• Public Speaking
• Leadership
• Salesforce.com
• Data Entry