In her role as a Client Relationship Manager, Raeshele provides administrative support to our Wealth Management Advisor as well as with all aspects of professional services to our clients.
Raeshele has been committed to putting clients' interests first since joining the financial services industry in 2008. Her passion for the industry has led to a vast knowledge base of operations, logistics and protocol for financial institutions. Her passion lays in client's experience ensuring each touch comes with a balance of compassion and knowledge.
When outside of the office, Raeshele and her husband enjoy the local botanical gardens, regional parks, and soaking up the abundant culture that the East Bay has to offer.