Rachel McCracken

Rachel McCracken

Team Lead and Wealth Manager
Seattle, Washington, United States

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Work Experience

Coldstream Wealth Management

Team Lead and Wealth Manager

2016-03-01 - Present

CTC | myCFO

Investment Associate

2013-09-01 - 2016-03-01

The Ayco Company, L.P., a Goldman Sachs Company

Senior Client Analyst, Private Wealth Management

2008-05-01 - 2013-06-01

AHC Group

Operating Officer

2006-01-01 - 2007-01-01

Skills

wealth managment services family wealth planning multigenerational planning investment management settlement advisory services employer sponsored retirement plans endowments & foundations

Languages

English