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Rachel Sergi

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Rachel Sergi

Managing Director, Finance and Accounting | Swift Real Estate Partners

San Francisco, California, United States

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Rachel Sergi

Summary

Rachel Sergi is a seasoned CPA and MBA executive with more than 15 years of experience in real estate finance and accounting. Currently serving as Managing Director at Swift Real Estate Partners, she has a proven track record of leading high-performing teams and redesigning processes to improve efficiency. Her extensive background includes pivotal roles in fund accounting and financial modeling, where she has successfully implemented cross-organizational tools. Rachel's career began in hospitality accounting, where she honed her skills in general ledger accounting and reconciliations. An advocate for data accessibility, she has transformed reporting practices across various organizations. Her educational credentials from prestigious institutions like UC Berkeley and UCLA underscore her commitment to professional growth. Outside of work, Rachel is passionate about fostering leadership development and innovation within her teams. She is also known for her analytical approach to problem-solving, making her a valuable asset in any financial setting.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Rachel Sergi

Work Experience

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Managing Director, Finance and Accounting at

Swift Real Estate Partners

July 2015 - Present

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Vice President - Fund Accounting at

Carmel Partners

July 2011 - June 2015

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Assistant Controller at

Mbk Real Estate

December 2009 - July 2011

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Senior Associate (Real Estate Audit Practice) at

PwC

June 2005 - December 2009

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Hospitality Accountant at

Mammoth Mountain

April 2004 - April 2005

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Ski Instructor at

Mammoth Mountain

December 2003 - April 2004

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Rachel Sergi

Education

University of California, Berkeley - Walter A. Haas School of Business, Master Of Business Administration (Mba)

January 2013 - January 2014

University of California, Los Angeles, Bachelor Of Science (Bs)

January 2000 - January 2003

Semester at Sea

January 2002 - January 2002

San Ramon Valley HIgh School

January 1996 - January 2000

Frequently Asked Questions about Rachel Sergi

What is Rachel Sergi email address?

Rachel Sergi's primary email address is *****@swiftrp.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Rachel Sergi work for?

Rachel Sergi is a Managing Director, Finance and Accounting at Swift Real Estate Partners, a company specializing in Lessors of Real Estate.

Where Rachel Sergi graduated from?

Rachel Sergi holds a degree in from University of California, Berkeley - Walter A. Haas School of Business.

How can I directly contact Rachel Sergi?

To contact Rachel Sergi directly, you can use the email address *****@swiftrp.com. Complete contact information is available upon registration with Muraena.

Who is Rachel Sergi?

Rachel Sergi is a seasoned CPA and MBA executive with more than 15 years of experience in real estate finance and accounting. Currently serving as Managing Director at Swift Real Estate Partners, she has a proven track record of leading high-performing teams and redesigning processes to improve efficiency. Her extensive background includes pivotal roles in fund accounting and financial modeling, where she has successfully implemented cross-organizational tools. Rachel's career began in hospitality accounting, where she honed her skills in general ledger accounting and reconciliations. An advocate for data accessibility, she has transformed reporting practices across various organizations. Her educational credentials from prestigious institutions like UC Berkeley and UCLA underscore her commitment to professional growth. Outside of work, Rachel is passionate about fostering leadership development and innovation within her teams. She is also known for her analytical approach to problem-solving, making her a valuable asset in any financial setting.

Rachel`s contact details

mail

*****@swiftrp.com

Colleagues

Tamara Tanner

Managing Director Human Resources

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Kurt Nelson

Vice President

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Stephen Blue

Managing Director, Southern California Region

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Damian Manolis

President and Chief Investment Officer

Vivi Wirjadisastra

Vice President, Property Accounting

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