Rachel Halverson

Rachel Halverson Email and Phone Number

Wealth and Fiduciary Advisor, Vice President @ Evercore Wealth Management, LLC
Minneapolis, MN, US
Rachel Halverson's Location
Minneapolis, Minnesota, United States, United States
Rachel Halverson's Contact Details

Rachel Halverson work email

Rachel Halverson personal email

n/a

Rachel Halverson phone numbers

About Rachel Halverson

Rachel Halverson is a Wealth and Fiduciary Advisor, Vice President at Evercore Wealth Management, LLC. She possess expertise in banking, fixed income, insurance, retirement planning, brokerage and 17 more skills.

Rachel Halverson's Current Company Details
Evercore Wealth Management, LLC

Evercore Wealth Management, Llc

View
Wealth and Fiduciary Advisor, Vice President
Minneapolis, MN, US
Website:
evercorewealthmanagement.com
Employees:
114
Rachel Halverson Work Experience Details
  • Evercore Wealth Management, Llc
    Wealth And Fiduciary Advisor, Vice President
    Evercore Wealth Management, Llc
    Minneapolis, Mn, Us
    View
  • Evercore Wealth Management, Llc
    Wealth Advisor Vice President
    Evercore Wealth Management, Llc Apr 2017 - Present
    New York, New York, Us
    Wealth and Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company providing support in financial planning, fiduciary administration and client services for high net worth clients.
    View
  • Allodium Investment Consultants
    Paraplanner
    Allodium Investment Consultants Sep 2011 - Apr 2017
    Minneapolis, Mn, Us
    I am a Registered Paraplanner RP® and support our investment consultants. I create retirement plans, prepare financial calculations and statements, and perform other financial planning and client service activities.
    View
  • Allodium Investment Consultants
    Financial Planning & Marketing Associate
    Allodium Investment Consultants Sep 2011 - Aug 2013
    Minneapolis, Mn, Us
    I support our Investment Consultants with financial planning, client service activities and plan and coordinate all company events. I serve as the assistant to our President and CEO and am a member of our Financial Planning, Business Development and Client Service Committees.
    View
  • Wells Fargo Investments
    Branch Liaison- Securities Operations Specialist
    Wells Fargo Investments Feb 2009 - Sep 2011
    San Francisco, California, Us
    Service center environment working as a liaison among Financial Advisors, operations staff, and Licensed Bankers with operational questions related to system functionality and troubleshooting, policies and procedures, and rules and regulations for bank and brokerage. Dealt with escalated issues that required broad knowledge of all departments (transfers, cash management, margins, retirements, ect) to assist the client.
    View
  • Wells Fargo Investments
    Delegated Supervision Team - Securities Operations Specialist
    Wells Fargo Investments Nov 2007 - Feb 2009
    San Francisco, California, Us
    Assist internal customers with new account opening, account maintenance, cashiering duties, and procedural questions. Coordinate workflow; problem-solving and resolution with other departments concerned with time-sensitive issues
    View

Rachel Halverson Skills

Banking Fixed Income Insurance Retirement Planning Brokerage Portfolio Management Financial Modeling Iras Investments Asset Allocation Financial Services Asset Managment Wealth Management Equities Mutual Funds Strategic Financial Planning Risk Management Credit Financial Analysis Strategic Financial Analysis Securities

Rachel Halverson Education Details

  • St. Cloud State University
    St. Cloud State University
    Marketing
  • Osseo Sr. High School
    Osseo Sr. High School

Frequently Asked Questions about Rachel Halverson

What company does Rachel Halverson work for?

Rachel Halverson works for Evercore Wealth Management, Llc

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

Rachel Halverson's current role is Wealth and Fiduciary Advisor, Vice President.

What is Rachel Halverson's email address?

Rachel Halverson's email address is ra****@****ore.com

What is Rachel Halverson's direct phone number?

Rachel Halverson's direct phone number is +121282*****

What schools did Rachel Halverson attend?

Rachel Halverson attended St. Cloud State University, Osseo Sr. High School.

What are some of Rachel Halverson's interests?

Rachel Halverson has interest in Children.

What skills is Rachel Halverson known for?

Rachel Halverson has skills like Banking, Fixed Income, Insurance, Retirement Planning, Brokerage, Portfolio Management, Financial Modeling, Iras, Investments, Asset Allocation, Financial Services, Asset Managment.

Who are Rachel Halverson's colleagues?

Rachel Halverson's colleagues are Gary Gildersleeve, Danielle Peterson, Eva Brooks, Stephanie Hackett, Victoria Iglesias Kaufman, Mike Seppelt, Cfa, Jade Farris.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.