Rachel Silverberg Email & Phone Number

Danville, California

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San Ramon, California

Dublin, California

I was responsible for the creation and maintenance of client portfolios and investment updates. I regularly managed and processed client account deposits, money and account transfers, and new client account paperwork. Regular and consistent coordination with our product partners were essential in building business relationships. I routinely prepared insurance applications for the branches financial advisor. Continuous and detailed attention to client paperwork and timely coordination in processing was always a must. Additionally, a large part of the financial business is prospecting for new clients. I handled monthly mailers, postcards and assisted in planning seminar events.

San Jose, Ca

I am core support to a private financial planner. My focus is on client management utilizing the Living Balance Sheet program. I am also in a support role assisting with application preperations, correspondance and follow-up. In addition I assist in client appointments and maintaining effective client relations.

* Organize and maintain a complex schedule of appointments, including telephone conferences, video, audio links, and all travel arrangements.* Track and detail financial account changes for all financial planners within the Northern California Regional Planning Group* Prepare materials for meetings with clients and prospects* Organize, manage, and maintain all recruiting literature for both email and mail advertisement* Prepare and arrange for large-scale on-site and off-site meetings* Log and process weekly expense reports* Spearheaded the learning and training of other employees on a new recruiting management system* Collect, manage, and process contracting and licensing paperwork for new hires* Developed and maintained several new recruiting databases for efficient and accurate tracking of recruits

* San Jose based club for parents of multiples. * Board Member/Secretary* Coordinated board meetings, lectures, and fundraising events.* Compiled reports and maintained all meeting notes, financial documents, and calendars.

* Developed and implemented treatment plans to assist and motivate individuals under my care.* Maintaned all confidential records of clients as well as appointment schedules. * Collaborated with other professionals on directing necessary treatment planning

* Coordinated and planned goals for growth, with intent to increase individuals’ abilities to attain and maintain independent living skills.* Generated and maintained case notes and all legal forms.* Assisted clients in their job searches and supervised their relationships with work supervisors and co-workers

* Maintaned client appointment schedules and confidential records.* Coached individuals in improving and maintaing healthy problem solving skills.* Co-lead parenting groups with the intent to teach more effective parenting, and conflict resolution skills.

Real Estate Sales Person License

B.A., Psychology

Masters, Clinical Psychology, Clinical Psychology

Education record