Rachel Kirschner

Senior Wealth Manager

Rachel Kirschner is a high-skilled expert, working in Bny Mellon Wealth Management main office of which is in 4. as a Senior Wealth Manager - Vice-President since 2018. Rachel gained professional experience in more than five positions at different companies. Rachel Kirschner went to the University of Redlands and got education from 2000 to 2004. Rutherford, New Jersey is the area, where this professional was known to live. This person's e-mail and phone are easily accessed through this website by request.
Name variants:
Rachie Kirschner, Rae Kirschner, Ray Kirschner, Rache Kirschner
Last updated Jun 11, 2024

Contact Information

Last Update
Jul 6, 2022
Email
ra**@bnymellon.com, ra**@bnymellon.com
Location
Rutherford, NJ

Workplace

BNY Mellon Wealth Management
Senior Wealth Manager - Vice-President

New York, NY

Industry

Financial Services

Work History

Senior Wealth Manager - Vice-President

200 Park Ave, New York, NY 10016
from Nov 2018

Board Member

220 2Nd Ave south #229, Seattle, WA 98109
Oct 2017 — Mar 2018

Alumni Committee Chair

20301 northeast 108Th St, Redmond, WA 98053
Work with the Overlake Alumni Committee to proactively engage alumni of The Overlake School in school programs, professional networking opportunities, community service projects and social e...
Jan 2011 — Jun 2015

Volunteer and Member

4119 east Madison St, Seattle, WA 98112
Active member focused on the support of the Junior League of Seattle’s community initiatives and community service projects. Have participated in planning training sessions for members, plan...
from Aug 2008

Wealth Manager - Vice-President

225 Liberty St, New York, NY 10006
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial service...
from Aug 2004

Education

Occupations

Executive
Manager
Accountant
Finance and Accounting Specialist
Board Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Management Team Executive

Skills

Investments
Portfolio Management
Financial Analysis
Asset Management
Mutual Funds
Equities
Asset Allocation
Wealth Management
Finance
Investment Management
Nonprofits
Bloomberg
Alternative Investments
Fundraising
Financial Planning
Asset Managment
Strategic Financial Planning
Wealth Management Services
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