Rachel Rath
Sales & Relationship Management
- Role
- Vice President of Relationship Management, Ria & Custody Services at Raymond James
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Rachel Rath
Sales leader with over 20 years of experience within financial services and business…
Experience
Vice President of Relationship Management, Ria & Custody Services
Oct 2021 — Present
Education
University of the Cumberlands Graduate and Online
Master of Business Administration - MBA
2018 — 2020
Northern Kentucky University
Bachelor’s Degree, Theatre Arts & Entrepreneurship
1999 — 2003
Skills
- Securities
- Series 7
- Financial Operations
- Asset Allocation
- Mutual Funds
- Sales Operations
- Customer Service
- Investments
- Business Development
- Wealth Management
- Business Relationship Management
- Business-to-Business (B2b)
- Retirement Planning
- Financial Services
- Business Strategy
- Finra Series 7 & 63
- Portfolio Management
- Business Process Improvement
- Series 63
- Regulatory Compliance
- Investment Advisory
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