Rachel Meeker has diverse work experience in client management and administrative roles. Rachel currently works at CAPTRUST, where they started in March 2021, focusing on client management. Prior to that, they worked at Pacific Investment Consultants from February 2018 to March 2021. At Pacific Investment Consultants, they held two roles, starting as an Administrative Assistant supporting a senior financial advisor and later transitioning into a Registered Client Services Associate. In these roles, they assisted clients and their advisor with investment account management, responding to client inquiries, initiating asset movement requests, and processing trade requests. Additionally, they organized client meetings, prepared reports, and documented all client interactions. Before joining Pacific Investment Consultants, Rachel worked at Evolution Air as a Service Coordinator from February 2017 to February 2018.
Rachel Meeker attended Jessup University from 2012 to 2015, where they earned a Bachelor of Arts degree with a major in English.
January 1, 2024 - present
March, 2021