Rachel Leary
Marketing Administrator @MONTAG Wealth Management
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WORK HISTORY
Marketing Administrator @MONTAG Wealth Management
Atlanta, GA, US
MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line.When your goals or life circumstances change along the way, your Wealth Manager is only a phone call away to ensure your strategy evolves with your circumstances. Visit our website at or contact our team today by calling 40••••••74 or emailing i•••@montagwealth.com to get in touch.
EDUCATION
University of Mississippi
Bachelor's degree, Integrated Marketing and Communications
ABOUT RACHEL LEARY
Marketing Administrator in the wealth management industry with a focus on digital marketing, brand development, client engagement, and business development support. Experienced in content strategy, social media management, CRM administration, and cross-functional collaboration.Passionate about implementing impactful, compliant marketing strategies that strengthen brand presence and support exceptional client experiences.Holds a B.S. in Integrated Marketing Communications with a minor in General Business from the University of Mississippi.
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