Rachel joined Clearstead in 2023 and is responsible for scheduling client meetings, booking travel arrangements, and ensuring the timely shipment of Institutional clients’ quarterly performance reports and presentations.

Prior to joining Clearstead, Rachel worked as a Project Coordinator for a Commercial General Contractor in Greater Cleveland overseeing commercial projects around the greater Cleveland area along with out of state projects as well. Rachel has a BA from Lorain County Community College with a dual partnership with Baldwin Wallace in Business Administration with a focus in Human Resources. She has an extensive background in Business Administration. She is also a Certified Notary of Ohio.