Rachel Kollie

Client Intake Specialist at Loomis Sayles

Rachel Kollie has work experience in various roles and industries. Rachel is currently employed as a Client Intake Specialist at Loomis, Sayles & Company since March 2020. Prior to this, Rachel worked as a Client Service Associate at Morgan Stanley from April 2016 to March 2020. Rachel also served as a Senior Sales Consulting Manager at Luxottica from February 2011 to August 2016. Rachel has experience in the banking sector as well, having worked as a Senior Customer Sales and Service Associate at Salem Five Bank from May 2014 to April 2016, a Store Supervisor at TD from January 2012 to May 2014, and a Teller Supervisor at Century Bank from September 2007 to January 2012.

Rachel Kollie earned their Bachelor's degree in Business Management from Bridgewater State University, with a concentration in Operational Management and a minor in Public Relations. Rachel attended from 2008 to 2010. In September 2019, Rachel obtained a certification in Series 7 from FINRA.

Links


Org chart


Teams

This person is not in any teams