Rachael Christensen

Rachael Christensen Email and Phone Number

Senior Premier Relationship Manager, VP @ BMO U.S.
Denver, CO, US
Rachael Christensen's Location
Denver Metropolitan Area, United States
Rachael Christensen's Contact Details

Rachael Christensen personal email

n/a
About Rachael Christensen

Rachael Christensen serves as a Private Client Advisor with Bank of the West's Wealth Management Group. She is responsible for providing wealth management strategies for the bank's high net worth clients in the Rocky Mountain Market.Over the past 18 years in the financial services industry, Rachael has built client relationships by employing a team-based approach to monitor, oversee and implement wealth strategies for high net worth clients. Her practice at Bank of the West focuses on advising clients in the areas of:Financial and Wealth PlanningBanking and Deposit SolutionsInvestment Solutions*Credit and Custom LendingProtection and Insurance*Philanthropy and Impact Solutions Rachael holds her FINRA Series 7 and 66 investment licenses, as well as Colorado Life and Health insurance licenses.*Advisor is a registered representative

Rachael Christensen's Current Company Details
BMO U.S.

Bmo U.S.

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Senior Premier Relationship Manager, VP
Denver, CO, US
Rachael Christensen Work Experience Details
  • Bmo U.S.
    Senior Premier Relationship Manager, Vp
    Bmo U.S.
    Denver, Co, Us
    View
  • Bmo U.S.
    Senior Premier Relationship Manager, Vp
    Bmo U.S. Sep 2023 - Present
    Colorado, United States
    View
  • Bank Of The West
    Private Client Advisor, Vp
    Bank Of The West Feb 2021 - Present
    Colorado, United States
    Rachael Christensen serves as a Private Client Advisor with Bank of the West's Wealth Management Group. She is responsible for providing wealth management strategies for the bank's high net worth clients in the Rocky Mountain Market.Over the past 18 years in the financial services industry, Rachael has built client relationships by employing a team-based approach to monitor, oversee and implement wealth strategies for high net worth clients. Her practice at Bank of the West focuses on advising clients in the areas of:Financial and Wealth PlanningBanking and Deposit SolutionsInvestment SolutionsCredit and Custom LendingProtection and InsurancePhilanthropy and Impact Solutions
    View
  • Bank Of The West
    Financial Advisor
    Bank Of The West Mar 2018 - Present
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  • Bank Of The West
    Financial Services Officer
    Bank Of The West Apr 2013 - Feb 2021
    Thornton, Colorado
    View
  • Bank Of The West
    Financial Services Consultant
    Bank Of The West Mar 2011 - Mar 2013
    Responsible for fostering growth of relationships within the Bank through for sales/service of consumer loan and deposit products for new and existing customers.
    View
  • Bancwest Investment Services, Inc.
    Financial Advisor
    Bancwest Investment Services, Inc. Mar 2018 - Feb 2021
    Thornton, Colorado
  • Bancwest Investment Services
    Wealth Financial Advisor Assistant
    Bancwest Investment Services Aug 2015 - Mar 2018
  • Firstier Bank
    Customer Service Manager
    Firstier Bank Jun 2008 - Feb 2011
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  • U.S. Bank
    Assistant Branch Manager
    U.S. Bank Jul 2003 - Mar 2008
    Denver, Co
    View

Rachael Christensen Skills

Consumer Lending Retail Banking Small Business Lending Financial Regulation Mortgage Lending S.a.f.e Banking Commercial Banking Credit Loans Loan Origination Financial Services Portfolio Management Relationship Management Commercial Lending Management Customer Service

Rachael Christensen Education Details

  • Bear Creek High School
    Bear Creek High School
    General Studies

Frequently Asked Questions about Rachael Christensen

What company does Rachael Christensen work for?

Rachael Christensen works for Bmo U.s.

What is Rachael Christensen's role at the current company?

Rachael Christensen's current role is Senior Premier Relationship Manager, VP.

What is Rachael Christensen's email address?

Rachael Christensen's email address is ra****@****ank.com

What schools did Rachael Christensen attend?

Rachael Christensen attended Bear Creek High School.

What skills is Rachael Christensen known for?

Rachael Christensen has skills like Consumer Lending, Retail Banking, Small Business Lending, Financial Regulation, Mortgage Lending, S.a.f.e, Banking, Commercial Banking, Credit, Loans, Loan Origination, Financial Services.

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