Wyatt Rachael

Directeur-Opérations de Back Office chez Venturi Investment Partners

Profil

Rachael Wyatt is a Senior Director of Development with Venturi Private Wealth.
Rachael has more than two decades of experience in the wealth management industry, the majority of which was with Bank of America Merrill Lynch where she served as a Senior Vice President in the Private Bank working closely with a team of highly credentialed specialists that managed $2 billion in client assets.
Rachael also held both management and consulting positions in the Private Banking & Investment Group at Merrill Lynch.
Prior to joining Merrill Lynch, Rachael held management positions at both Fiserv and Morgan Stanley.
Rachael began her career with Phillips Petroleum as an executive compensation specialist to assist key executives to exercise stock options as well as create data rooms for mergers and acquisitions.
Rachael earned her B.B.A.
from Texas Tech University in Lubbock.
She is a member of Kingdom Advisors and currently holds both the Certified Investment Management Analyst (CIMA®) and Certified Divorce Financial Advisor (CDFA®) designations.
Rachael is a graduate of Leadership Austin’s Essentials program and has been very active in the Austin community.
With a true passion to help other women navigate difficult situations, she has served on the boards for both Austin Recovery and SAFE.
In her free time,

Postes actifs de Wyatt Rachael

Sociétés	Poste	Début
Venturi Investment Partners	Directeur-Opérations de Back Office	01/12/2020