client relationship manager at ima wealth inc @ IMA Wealth, Inc.
Tacoma, Washington, United States
Rachel McMahon
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Regis University
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Tell me more about Rachel McMahon?
FlashIntel GPTRachel McMahon is a Senior Health and Well-Being Director at YMCA Pierce and Kitsap Counties with 9.4 years of work experience. She is skilled in Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, leadership, customer service, time management, and teamwork. Rachel has previously worked at IMA Wealth, Inc. as a Client Relationship Manager and Health and Well-being Director. She is based in Tacoma, Washington, United States.
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Emails and Phone Numbers
About
Senior Health and Well-Being Director at YMCA Pierce and Kitsap Counties
Work Experience
client relationship manager at ima wealth inc
Financial Services
Rachel McMahon's Professional Milestones
- client relationship manager at ima wealth inc (2019-03-01~): Enhanced client satisfaction through effective relationship management strategies and tailored solutions.
- Health And Well-being Director (2014-06-01~2019-03-01): Implementing effective health and wellness initiatives to promote holistic wellness and optimize health outcomes.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
General
2010-2014Skill
Microsoft Word
Microsoft Office
Microsoft Excel
Microsoft Powerpoint
Leadership
Customer Service
Time Management
Teamwork
Certification
Colleagues
Leigh Bennett
Vice President - Medicare Advisory Services
Richard Holt, CFA
president and chief investment officer at ima wealth inc
Mia Medina-Bohanan, AIF®
Vice President | Retirement Plan Manager
Halie Smith
Chief Compliance Officer | Senior Vice President
Heather Haines, CRPS, AIF
vice president client relationship manager at ima wealth
Other Named Rachel McMahon
Frequently asked questions
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Rachel McMahon's social media include: Linkedin,
Rachel McMahon works for IMA Wealth, Inc.
Rachel McMahon's role in IMA Wealth, Inc. is client relationship manager at ima wealth inc
Rachel McMahon works in the industry of Financial Services
Rachel McMahon's colleagues are Leigh Bennett,Richard Holt, CFA,Mia Medina-Bohanan, AIF®
Rachel McMahon's latest job experience is client relationship manager at ima wealth inc at IMA Wealth, Inc.
Rachel McMahon's latest education in Regis University
