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Rachel Caviness Email & Phone Number

Director, Private Client and Family Office Services at BDO USA
Location: Columbus, Ohio, United States 3 work roles 1 school
1 work email found @bdo.com 2 phones found area 614 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@bdo.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BDO USA
Role
Director, Private Client and Family Office Services
Location
Columbus, Ohio, United States
Company size
104 employees

Who is Rachel Caviness? Overview

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Quick answer

Rachel Caviness is listed as Director, Private Client and Family Office Services at BDO USA, a company with 104 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at bdo.com, phone signal with area code 614, and a matched LinkedIn profile for Rachel Caviness.

Rachel Caviness previously worked as Board of Trustees, United Way of Central Ohio at United Way Of Central Ohio. Rachel Caviness holds Bsba, Finance & International Business from Boston University - School Of Management.

Company email context

Email format at BDO USA

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{first_initial}{last}@bdo.com
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AeroLeads found 1 current-domain work email signal for Rachel Caviness. Compare company email patterns before reaching out.

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Profile bio

About Rachel Caviness

Family offices and Ultra High Net Worth individuals are often up to very big, and very interesting things, and I'm excited to serve in a role where I can help connect them to the right individuals, both inside BDO and outside of our firm, to help them accomplish their goals.Having been a certified Project Management Professional (PMP) and trained in the Prosci Organizational Change Management methodology, I am able to address our clients’ needs with a very disciplined approach to problem solving and a very personal approach to client service.I seek to combine my technical expertise, critical analysis, global perspective to connect our clients with the right BDO expert or referral partner outside of the firm, regardless of where they are located in any of BDO’s 1,600+ offices across 167 countries and territories.

Listed skills include Recruiting, Management, Leadership, Business Development, and 23 others.

Current workplace

Rachel Caviness's current company

Company context helps verify the profile and gives searchers a useful next step.

BDO USA
Bdo Usa
Director, Private Client and Family Office Services
Columbus, OH, US
Website
liveunitedcentralohio.org
Employees
104
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Company profile
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3 roles

Rachel Caviness work experience

A career timeline built from the work history available for this profile.

Director, Private Client And Family Office Services

Bdo Usa

Columbus, OH, US

Board Of Trustees, United Way Of Central Ohio

Current
United Way Of Central Ohio

Columbus, Ohio Metropolitan Area

Jun 2022 - Present

Director, Private Client And Family Office Services

Current
Bdo Usa

Columbus, Ohio Area

BDO's Private Client Service group is a boutique practice within a global firm that is dedicated to serving the specialized tax, estate planning and family office needs of our ultra-high net worth (UHNW) clients.

Apr 2016 - Present
Team & coworkers

Colleagues at BDO USA

Other employees you can reach at liveunitedcentralohio.org. View company contacts for 104 employees →

MW Maria Washington Maria Washington Colleague at Bdo Usa Columbus, Ohio, United States, United States View → AS Alexia Santiago Alexia Santiago Colleague at Bdo Usa Columbus, Ohio, United States, United States View → LW Lorna Whyte Lorna Whyte Colleague at Bdo Usa Columbus, Ohio, United States, United States View → JM Joe Mckinley Joe Mckinley Colleague at Bdo Usa Dublin, Ohio, United States, United States View → MB Mary Birchard Mary Birchard Colleague at Bdo Usa Columbus, Ohio, United States, United States View → JK Joette Kuharic Joette Kuharic Colleague at Bdo Usa Columbus, Ohio, United States, United States View → HC Harmony Cox Harmony Cox Colleague at Bdo Usa Columbus, Ohio, United States, United States View → LK Leslie Kates Leslie Kates Colleague at Bdo Usa Bellefontaine, Ohio, United States, United States View → RH Rita Hunter Rita Hunter Colleague at Bdo Usa Columbus, Ohio, United States, United States View → JS James Stevens James Stevens Colleague at Bdo Usa Columbus, Ohio, United States, United States View →
1 education record

Rachel Caviness education

FAQ

Frequently asked questions about Rachel Caviness

Quick answers generated from the profile data available on this page.

What company does Rachel Caviness work for?

Rachel Caviness works for BDO USA.

What is Rachel Caviness's role at BDO USA?

Rachel Caviness is listed as Director, Private Client and Family Office Services at BDO USA.

What is Rachel Caviness's email address?

AeroLeads has found 1 work email signal at @bdo.com for Rachel Caviness at BDO USA.

What is Rachel Caviness's phone number?

AeroLeads has found 2 phone signal(s) with area code 614 for Rachel Caviness at BDO USA.

Where is Rachel Caviness based?

Rachel Caviness is based in Columbus, Ohio, United States while working with BDO USA.

What companies has Rachel Caviness worked for?

Rachel Caviness has worked for Bdo Usa and United Way Of Central Ohio.

Who are Rachel Caviness's colleagues at BDO USA?

Rachel Caviness's colleagues at BDO USA include Maria Washington, Alexia Santiago, Lorna Whyte, Joe Mckinley, and Mary Birchard.

How can I contact Rachel Caviness?

You can use AeroLeads to view verified contact signals for Rachel Caviness at BDO USA, including work email, phone, and LinkedIn data when available.

What schools did Rachel Caviness attend?

Rachel Caviness holds Bsba, Finance & International Business from Boston University - School Of Management.

What skills is Rachel Caviness known for?

Rachel Caviness is listed with skills including Recruiting, Management, Leadership, Business Development, Finance, Consulting, Strategy, and Financial Analysis.

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