Rachel Rosen
Rachel Rosen Registered Client Service Associate

Rachel is dedicated to responding to our clients’ requests and communications in a timely and professional manner. Her strong communication and organizational skills enable her to do so quickly and efficiently.

In addition to building close relationships with our clients, you will find Rachel handling a variety of operational duties including processing documents, opening accounts and managing money transfers.

Rachel decided to pursue a career in financial services because it’s an industry that gives her an opportunity to help others with this important part of their lives. She joined our team in 2021 after earning a bachelor’s degree from Ithaca College and a master’s degree, both in speech-language pathology, from The George Washington University.

Rachel is a New Jersey native and lives in Hillsdale, New Jersey, with her husband, David, and their daughter, Remi. In her free time, Rachel enjoys exercising, reading and spending time with her family.