Rachel Z.
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Newton Centre, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rachel Z.
Investment ManagementManager Due DiligenceAsset AllocationFinancial Planning
Experience
Senior Wealth Advisor
Jan 2022 — Present · Newton, MA, US
Education
Boston College Carroll School of Management
MBA
2001 — 2004
Lehigh University College of Business
BS, Finance
1995 — 1999
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