Rachel joined Wingate as a Client Service Associate in February of 2019. She works in the Operations Team with a focus on helping the firm deliver an exceptional client experience by optimizing processes and streamlining workflow.
Rachel was born and raised in Connecticut and graduated from Plymouth State University with a Bachelor of Arts degree in History. Although her focus was the subject of history, she also supplemented her education by studying language and Fine Arts in Italy. Rachel began her journey in the financial world at a full-service family office in Boston. Her concentrations included: fiduciary and personal taxes, trust maintenance, personal wealth, and office management.
In her spare time, she enjoys traveling with her partner Jake, playing musical instruments, painting, hiking, going to Bruins games, and gardening.