RC

Rachel Smith Clu

AVP National Account Management, Training, And Marketing at Concourse Financial Group

Rachel Smith CLU has extensive experience in the financial services industry, with a background in managing national accounts, internal sales, relationship management, and wholesaling of various financial products. Rachel holds a Bachelor of Arts degree from the University of Alabama at Birmingham and a Chartered Life Underwriter (CLU) designation from The American College of Financial Services. With securities licenses including Series 7, 66, and 24, Rachel is well-equipped to excel in their role in the financial industry.

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Timeline

  • AVP National Account Management, Training, And Marketing

    July, 2021 - present