About
Rachel
As a member of the Total Rewards Team, Rachel focuses on key strategic initiatives for the firm. Rachel’s responsibilities include overseeing the firm’s HR and Marketing departments, as well as formulating and managing all company workflows and improving organizational efficiencies. She also acts as a liaison for many of our external vendors. Rachel is a SHRM Certified Professional.
Rachel’s work has been recognized by the financial services industry. In 2018/2019, she was selected to be a member of the third class of the G2 Leadership Institute — a two-year program designed by The Ensemble Practice and Fidelity Custody and Clearing to develop the independent financial advice industry’s next generation of leaders.
Prior to joining GYL Financial Synergies, Rachel was employed by a major healthcare organization as a plan administrator for one of its hospital’s retirement plans, where she focused on the management of both DB and DC plans, as well as retiree medical insurance. Rachel graduated from Muhlenberg College with a degree in Psychology and a minor in Public Health.
When she isn’t working, Rachel loves dancing, skiing, doing special effects makeup, spending time with her husband, friends, and family.
As a member of the Total Rewards Team, Rachel focuses on key strategic initiatives for the firm. Rachel’s responsibilities include overseeing the firm’s HR and Marketing departments, as well as formulating and managing all company workflows and improving organizational efficiencies. She also acts as a liaison for many of our external vendors. Rachel is a SHRM Certified Professional.
Rachel’s work has been recognized by the financial services industry. In 2018/2019, she was selected to be a member of the third class of the G2 Leadership Institute — a two-year program designed by The Ensemble Practice and Fidelity Custody and Clearing to develop the independent financial advice industry’s next generation of leaders.
Prior to joining GYL Financial Synergies, Rachel was employed by a major healthcare organization as a plan administrator for one of its hospital’s retirement plans, where she focused on the management of both DB and DC plans, as well as retiree medical insurance. Rachel graduated from Muhlenberg College with a degree in Psychology and a minor in Public Health.
When she isn’t working, Rachel loves dancing, skiing, doing special effects makeup, spending time with her husband, friends, and family.