Rachel Quinn

Fiduciary Administrator at Loring, Wolcott & Coolidge

Rachel Quinn is an experienced fiduciary administrator at Loring, Wolcott & Coolidge Trust, LLC, since October 2021, where primary support is provided to Trust Advisors and the Trustee team while managing client accounts. Previous roles include Trust Accounting Specialist, responsible for processing distributions, coordinating charitable gifts, and ensuring timely tax filings, as well as Assistant Manager at Cambridge Teachers Federal Credit Union, where account operations and real estate loans were processed. Rachel's background also includes experience as a Consumer Loan Processor and Technology Consultant with Protiviti, and seasonal employment as a Junior Accounting Assistant at Jericho Water District. Educational qualifications include a Bachelor's Degree in Information Systems Audit and Control and Law from Bentley University, and upcoming studies at Cannon Financial Institute.

Location

Boston, United States

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Loring, Wolcott & Coolidge

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.


Employees

51-200

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