Rachael B. Email and Phone Number
Rachael B. work email
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Rachael B. personal email
With over 6 years of experience in the financial services industry, I am a passionate and driven Operations Manager, specializing in cross-functional project management and communications at Equitable Advisors, a leading provider of investment and insurance solutions. I leverage my skills and credentials in finance, interpersonal communication, and technological solutions to create and execute effective growth initiatives, for production, recruitment, and employee engagement for our 700+ advisors. I create communication strategies that enhance brand awareness, client engagement, and business growth. I am motivated by the mission of Equitable Advisors to help clients achieve their financial goals and aspirations, and I value the opportunity to work with a diverse and collaborative team of professionals who share the same vision and values.In my role, I oversee various operational projects, and create the internal and external communications for GNY Equitable Advisors, including digital marketing, social media, public relations, and media relations. I work closely with senior leadership, product teams, marketing, compliance, and financial professionals to develop and deliver compelling and consistent messages that reflect the company's brand identity, value proposition, and competitive edge to grow business and assist our advisors in streamlining their business. I also use my financial and data science background to analyze and optimize the performance and impact of communication or production campaigns, using various tools and metrics to measure and report on key outcomes and insights. Additionally, I manage and maintain the company's LinkedIn page, where I publish and share relevant and engaging content that showcases the company's expertise, achievements, and culture.
Equitable Advisors
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Branch Operations, Communications DirectorEquitable Advisors Jan 2023 - PresentCover :Operations management Project management Internal communications Employee engagement Early career and Experienced advisor recruitment Events and recognition Complex reporting
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Financial ProfessionalEquitable Advisors May 2020 - Jan 2023Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dCA Insurance Lic # 4086608
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Data Science/Quant Recruitment ConsultantHarnham Apr 2019 - May 2020Wimbledon, London, Gb- Bringing financial experience to a start-up recruitment firm to build new niche market-Constantly meeting the most crucial members of NY's Data Science community (most welcoming and supportive group I've been a part of!)-Supporting enterprise level relationships as well as start-ups by supplying their team with valuable insights and opening up contact's networks -Core specialist recruiter for Data Science team, focusing on building long-term relationships with clients (through business development) and candidates (through job ad marketing) who derive actionable insights from large volumes of structured or unstructured data through algorithmic builds -Responsible for end to end, 360 recruitment cycle: Cold outreach and lead chasing, consulting with clients on best strategy, candidate sourcing, interview coaching, offer negotiation, and closing conversations-Fluent in speaking with both technical and nontechnical audiences about: Machine Learning, Deep Learning, AI, NLP, Quant Research, etc. -Present and propose recruitment solutions for a large expanse of businesses- from enterprise and Fortune 500 firms, to seed-level and series A,B,C,D, and E level funded start-ups -Consult clients based on budget, team needs, contract negotiations, legal verbiage, and implementing full-time or contract senior roles, up to executive level searches -
Flagship Brokerage Investment ProfessionalVanguard Aug 2017 - Mar 2019Valley Forge, Pa, Us-Client Relationship Specialist with Flagship Services-High Net Worth and Ultra High Net Worth Brokerage Professional and Relationship Manager-Developing relationships with clients to understand unique investment needs and position appropriate products or solutions-Assist all types of investors with meeting their financial goals -Utilize strong communication skills, flexibility in fast-paced environment, and advanced technical skills -
Hedge Fund Operations Analyst InternJpmorgan Chase & Co. Dec 2015 - Aug 2016New York, Ny, Us-Managed global employee recognition award databases and improved system processing to provide clearer management reporting by organizing and consolidating unstructured data-Completed weekly cash reconciliations and balances for 150+ accounts-Built relationships with management to assist with the collection and analysis of daily deliverable metrics-Overhauled a document management system in order to organize and consolidate over 300 boxes of archives, for audit and retention purposes, and to facilitate movement into a paperless structure -
LifeguardMonmouth University Mar 2014 - May 2016West Long Branch, Nj, Us-Supervise pool conditions and ensure safety for students, faculty, and community residents-Maintain proper water chemical levels and water clarity, alongside facility upkeep -
Swim Team Coach, Swim Instructor, LifeguardCamp Kiwanee Apr 2012 - Aug 2015-Supervise beach and camp programs for children ages 2-17 years of age-Upheld high standards pertaining to camp appearance, public safety, and patron well-being-Instruct children ages 2-17 on improving water skills -Schedule lessons and swim meets for a team of approximately 50 children
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Evening SupervisorWhitman Recreation Department Apr 2011 - Aug 2015-Also swim team coach, swim Instructor, lifeguard- Oversee new employee recruitment and orientation, along with on-the-job training-Organize and communicate night lessons scheduling with patrons and employees-Supervise pool conditions, enforce area rules, and ensure safety for community by maintain facility upkeep-Took on additional working hours in order to help maintain business operations-Successfully responded to emergencies such as drownings, heat strokes, and injuries; assertively managed disruptive patrons
Rachael B. Skills
Rachael B. Education Details
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Monmouth UniversityConcentrations In Marketing And Management -
Monmouth UniversityInformation Technology
Frequently Asked Questions about Rachael B.
What company does Rachael B. work for?
Rachael B. works for Equitable Advisors
What is Rachael B.'s role at the current company?
Rachael B.'s current role is Operations, Project Management, Communication Director @ Equitable Advisors | Series 7, Series 63.
What is Rachael B.'s email address?
Rachael B.'s email address is ra****@****ard.com
What schools did Rachael B. attend?
Rachael B. attended Monmouth University, Monmouth University.
What are some of Rachael B.'s interests?
Rachael B. has interest in Social Services, Children, Skiing, Politics, Environment, Culinary Arts, Education, Reading, New Technologies, Biking.
What skills is Rachael B. known for?
Rachael B. has skills like Time Management, Leadership, Microsoft Excel, Interpersonal Communication, Microsoft Office, Microsoft Word, Social Media, Team Motivation, Social Networking, Cpr Certified, Powerpoint, Microsoft Outlook.
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