Rachel Elfverson

Rachel Elfverson Email and Phone Number

Sales and Relationship Manager @ North Platform
Rachel Elfverson's Location
Brisbane, Queensland, Australia, Australia
Rachel Elfverson's Contact Details

Rachel Elfverson work email

Rachel Elfverson personal email

n/a
About Rachel Elfverson

Experienced Business Development and Relationship Manager with strong Financial Services, Banking, Lending and Wealth Management background working with client focused and business to business sales.Skills and experience in Equities, Strategic Products, Investment and Tax strategies, SME Practice Management, Coaching, Investment Platform, Compliance audit, Retail Banking, Residential Lending, and Risk and General Insurance. FINSIA qualified with Diploma of Financial Services (Financial Planning) (RG146) and Diploma of Mortgage Lending.

Rachel Elfverson's Current Company Details
North Platform

North Platform

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Sales and Relationship Manager
Rachel Elfverson Work Experience Details
  • North Platform
    Business Growth Manager
    North Platform Oct 2022 - Present
    Australia
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Rachel Elfverson Skills

Wealth Management Financial Services Retirement Planning Financial Advisory Personal Finance Business Development Superannuation Portfolio Management Wealth Investments Financial Planning Investment Strategies Income Protection Investment Advisory Insurance Retirement Estate Planning Pensions Training Strategic Financial Planning Wealth Management Services Asset Allocation Financial Planners Wealth Accumulation Mutual Funds High Net Worth Individuals Critical Illness Mortgage Lending Funding Manage Client Relationships Retail Banking Business Employee Benefits

Frequently Asked Questions about Rachel Elfverson

What company does Rachel Elfverson work for?

Rachel Elfverson works for North Platform

What is Rachel Elfverson's role at the current company?

Rachel Elfverson's current role is Sales and Relationship Manager.

What is Rachel Elfverson's email address?

Rachel Elfverson's email address is pa****@****ond.com

What skills is Rachel Elfverson known for?

Rachel Elfverson has skills like Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Personal Finance, Business Development, Superannuation, Portfolio Management, Wealth, Investments, Financial Planning, Investment Strategies.

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