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

  1. Senior Wealth Advisor

    Focus Partners

    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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Rachel Z. — Senior Wealth Advisor at Focus Partners in Newton Centre, MA, US | Unifers