Rachel Melgard

Rachel brings over 15 years of administrative expertise, specializing in supporting financial and wealth management professionals. Her experience includes managing office operations, coordinating complex schedules, project management, and overseeing marketing initiatives. Rachel has a proven track record in developing efficient systems for client management, financial tracking, and team coordination. She excels at executive support, handling client communications, and ensuring smooth office operations even during peak times. 
 
Rachel resides in Connecticut and loves watching true crime documentaries and playing soccer.