Rachel Bullock
Wealth and Investment Mangement Analyst @Wells Fargo
Orlando, FL, US
EMAILS
r••••••••@wellsfargo.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Wealth and Investment Mangement Analyst @Wells Fargo
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Austin, TX, US
Conduct comprehensive reviews of Estate and financial records to assess assets, liabilities, and beneficiaries.• Serve as the primary liaison for third-party stakeholders, ensuring seamless estate settlement processes.• Manage securities and asset distributions while adhering to client guidelines and compliance standards
EDUCATION
2016 — 2020
West Orange High School
None, None
N/A
University of Central Florida
Finance, Bachelor of Science in Business Administration
ABOUT RACHEL BULLOCK
Accomplished Finance major at the University of Central Florida with 8 years of customer…
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