Client Services Associate
(918) 858-2806 | email@example.com
Rachel Goodwin is a Client Services Associate who joined our team in December 2017. Her duties include establishing accounts, processing rollovers and transfers, sending distributions and overall account maintenance. She also assists the financial advisors with daily tasks and projects.
Rachel grew up in Eufaula, Oklahoma and graduated from the University of Oklahoma in 2014 with her Bachelor of Arts in Journalism and Mass Communication.
Rachel enjoys spending time with friends and family, taking road trips, dancing, camping and hanging out with her chocolate Lab, Nani.
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