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Rachel Rath
Rachel Rath
Vice President of Relationship Management, RIA & Custody Services
Cincinnati, Ohio, United States
Rachel Rath
Summary
Rachel Rath is a seasoned sales leader with over 15 years of experience in the financial services sector, specializing in relationship management and business operations. Her career reflects a strong commitment to fostering partnerships and enhancing customer experiences. Known for her analytical skills, Rachel excels in change management and risk mitigation, driving continuous improvement initiatives. With a robust background in both B2B and financial operations, she has successfully navigated various roles, from customer service to executive management. Rachel's leadership is characterized by a collaborative approach, empowering her teams to achieve excellence. An advocate for professional development, she holds an MBA and has been recognized for her contributions to quality of life in the workplace. Rachel is based in Cincinnati, Ohio, and is passionate about leveraging her expertise to make a meaningful impact in the financial industry.
Rachel Rath
Work Experience
Vice President of Relationship Management, RIA & Custody Services at
Raymond James Financial, Inc.
October 2021 - Present
Division Manager, RIA & Custody Services at
Raymond James Financial, Inc.
October 2019 - October 2021
Relationship Management Sales Support - Great Lakes Sales Region at
Charles Schwab Corporation
August 2011 - October 2019
Sr. Regional Marketing Consultant at
Orion Portfolio Solutions
December 2006 - August 2011
Financial Specialist at
U.S. Bancorp
May 2004 - November 2006
Customer Service Consultant at
Fidelity Investments
July 2001 - May 2004
Rachel Rath
Education
University of the Cumberlands - Graduate and Online Programs, Master Of Business Administration - Mba
January 2018 - January 2020
Northern Kentucky University, Bachelor’s Degree
January 1999 - January 2003
Frequently Asked Questions about Rachel Rath
What is Rachel Rath email address?
Rachel Rath's primary email address is ***********@ymail.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Rachel Rath graduated from?
Rachel Rath holds a degree in from University of the Cumberlands - Graduate and Online Programs.
How can I directly contact Rachel Rath?
To contact Rachel Rath directly, you can use the email address ***********@ymail.com. Complete contact information is available upon registration with Muraena.
Who is Rachel Rath?
Rachel Rath is a seasoned sales leader with over 15 years of experience in the financial services sector, specializing in relationship management and business operations. Her career reflects a strong commitment to fostering partnerships and enhancing customer experiences. Known for her analytical skills, Rachel excels in change management and risk mitigation, driving continuous improvement initiatives. With a robust background in both B2B and financial operations, she has successfully navigated various roles, from customer service to executive management. Rachel's leadership is characterized by a collaborative approach, empowering her teams to achieve excellence. An advocate for professional development, she holds an MBA and has been recognized for her contributions to quality of life in the workplace. Rachel is based in Cincinnati, Ohio, and is passionate about leveraging her expertise to make a meaningful impact in the financial industry.
Rachel`s contact details
***********@ymail.com
***********@raymondjames.com