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Work Background
AltruistDirector of Product
Dec. 2022Los Angeles, California, United StatesRachel helped build and launch Altruist Clearing, which enabled the company to become a self-clearing broker-dealer. As a Director, she leads a team of product managers responsible for Altruist's Core Products, which includes the end-to-end advisor and client experiences, brokerage accounts and money movement across web and mobile platforms (iOS, Android).
AltruistGroup Product Manager
Feb. 2022 - Dec. 2022Los Angeles, California, United StatesRachel led the product vision, strategy and launch of Altruist Match, a two-sided marketplace to help consumers find an independent financial advisor. As a Group PM, she hired and managed a team of 4 product managers working across Altruist's Core Products.
AltruistSenior Product Manager
Feb. 2021 - Feb. 2022Los Angeles, California, United StatesRachel helped build and launch Altruist Brokerage, an investment platform for independent, modern financial advisors and their clients.
AltruistProduct Manager
Jun. 2020 - Feb. 2021Los Angeles, California, United StatesAltruist is an LA fintech company that's making financial advice better, more affordable and accessible to everyone.
TalaProduct Manager
Mar. 2019 - Jun. 2020Santa Monica, California, United StatesRachel led product growth for a #1 finance mobile app in Kenya, the Philippines and Mexico (4.8 PlayStore rating, 2.5M MAU). Her product areas included acquisition (referrals, ad-tech), conversion (signup, underwriting, KYC, cash-out), and engagement (financial education, community, help center).
TalaProgram Manager
Jun. 2018 - Mar. 2019Santa Monica, California, United StatesTala is an LA fintech company expanding access to credit globally through data science and mobile technology.
EYSenior Consultant
Jun. 2017 - Jun. 2018Charlotte, North Carolina, United StatesRachel was a senior consultant in EY's Financial Services Office most recently focused on digital transformation and product strategy at a leading wealth management firm.
EYStaff Consultant
Sep. 2015 - Jun. 2017Charlotte, North Carolina, United StatesAs a staff consultant, Rachel worked on liquidity risk management and recovery/resolution planning for a top US bank.
EYBusiness Advisory Program
Jun. 2014 - Aug. 2014Charlotte, North Carolina, United States
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