Rachel Caviness

About Rachel Caviness

Family offices and Ultra High Net Worth individuals are often up to very big, and very interesting things, and I\'m excited to serve in a role where I can help connect them to the right individuals, both inside BDO and outside of our firm, to help them accomplish their goals.Having been a certified Project Management Professional (PMP) and trained in the Prosci Organizational Change Management methodology, I am able to address our clients’ needs with a very disciplined approach to problem solving and a very personal approach to client service.I seek to combine my technical expertise, critical analysis, global perspective to connect our clients with the right BDO expert or referral partner outside of the firm, regardless of where they are located in any of BDO’s 1,600+ offices across 167 countries and territories.

Experience

1. Director, Private Client and Family Office Services

   BDO USA

   Apr 2016 — Present · Columbus, OH, US

   BDO\'s Private Client Service group is a boutique practice within a global firm that is dedicated to serving the specialized tax, estate planning and family office needs of our ultra-high net worth (UHNW) clients.

Education

• Questrom School of Business, Boston University

  BSBA, Finance & International Business

  1994 — 1998

Skills

• Recruiting
• Forecasting
• Budgets
• Finance
• Management Consulting
• Leadership
• Networking
• Process Improvement
• Tax
• Sourcing
• Management
• Team Building
• Consulting
• Payroll
• Business Development
• Executive Search
• Talent Acquisition
• Financial Analysis
• Human Resources
• Business Strategy
• Peoplesoft
• Strategic Planning
• Accounting
• Sales
• Strategy
• Talent Management
• Mergers & Acquisitions