Rachel joined Shorebridge Wealth Management in 2019 as a professional client associate supporting a team of financial advisors. Prior to joining Shorebridge, she worked in private banking at BNY Mellon as a client service delivery representative and in wealth management at PNC as a senior client solution specialist.
Rachel graduated with a bachelor’s degree in business administration from Kent State University. She holds an MBA from the University of Pittsburgh. Professionally, she holds the Series 7 and 63 licenses. Rachel enjoys living in the North Hills, spending time with her family, friends and her adopted cat.