Years of experience: 9

Sales & BizDevHRCustomer Service๐Ÿงจ ConsultingHelp Desk SupportCustomer Care Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Rachel's Career Path
Director of ProductDec. 2022 -
Present
AltruistDirector of Product
Los 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).
Group Product ManagerFeb. 2022 -
Dec. 2022
AltruistGroup Product Manager
Los 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.
Senior Product ManagerFeb. 2021 -
Feb. 2022
AltruistSenior Product Manager
Los Angeles, California, United StatesRachel helped build and launch Altruist Brokerage, an investment platform for independent, modern financial advisors and their clients.

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