Rachel has over eight years of financial services experience, most recently in capital markets and investment banking. Rachel is a hands-on corporate finance professional with proficiency in supporting clients' growth objectives. She is responsible for identifying and evaluating opportunities and financing solutions that will increase value for current and potential clients. Prior to joining Alberleen Capital Advisors, Rachel spent four years at Burnham Securities Inc. in the Investment Banking Group, where she participated in a broad range of transactions, including M&A, private placements, and public offerings. Prior to Burnham Securities, she spent four years at UBS Financial Services, Inc. in the Wealth Management division. At UBS, Rachel worked on a team advising corporations and high net worth individuals, allocating investment portfolios, and effecting securities transactions. Rachel earned a Bachelor of Arts in Psychology from the University of Vermont. She graduated Beta Gamma Sigma from Baruch’s Zicklin School of Business Honors M.B.A. program, where she received an M.B.A. in Finance and Computer Information Systems.
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