Experience

Avidian Wealth Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Operations

  • Jul 2019 - Present

  Houston, Texas Rachel Daniels joined Avidian Wealth Solutions in 2012. As Director of Operations, Rachel works to build an infrastructure to support company growth, maintain the firm’s culture, and build operational efficiency, productivity, and quality. Additional responsibilities include managing daily activities within the operations department. She is an intermediary between the operations staff, the Compliance Department, and the Executive Leadership Team. She manages the operations staff and is… Show more Rachel Daniels joined Avidian Wealth Solutions in 2012. As Director of Operations, Rachel works to build an infrastructure to support company growth, maintain the firm’s culture, and build operational efficiency, productivity, and quality. Additional responsibilities include managing daily activities within the operations department. She is an intermediary between the operations staff, the Compliance Department, and the Executive Leadership Team. She manages the operations staff and is responsible for establishing and contributing ideas for department processes and procedures. Rachel is the Chair of the Operations and Technology Leadership Teams and serves on additional leadership teams at Avidian, Client/Advisor Experience, M&A, Compliance, and Culture. Rachel is also the Head of Transitions for our M&A Leadership team, whose members work internally and with external partners toward effective and efficient advisor transitions. Rachel grew up in Jersey Village and currently resides in the Cypress area. She enjoys spending time with her husband, children, family, and friends. She is active in her church community and loves classic movies and live music.

• Head Of Business Development

  • Jan 2017 - Jul 2019

  Houston, TX My responsibilities as the Head of Business Development Operations include overseeing marketing and business development related projects, including new technology and software. I lead the transition team as Project Manager for onboarding new Advisors and administrative staff. I am responsible for running the avidianwealth.com website as well our social media platforms. I am also in charge of client services related to all new accounts, account funding, and account maintenance for the clients… Show more My responsibilities as the Head of Business Development Operations include overseeing marketing and business development related projects, including new technology and software. I lead the transition team as Project Manager for onboarding new Advisors and administrative staff. I am responsible for running the avidianwealth.com website as well our social media platforms. I am also in charge of client services related to all new accounts, account funding, and account maintenance for the clients of our CEO Luke Patterson. In addition, I am the Administrator of our CRM, and I specialize in our Client Portal.

• Wealth Management Associate

  • Dec 2012 - Jan 2017

  Houston, Texas Area In the Wealth Management Associate role Rachel was responsible for all essential functions relating to new and existing clients as well as maintaining client relationships for several advisors including the CEO and President. She focused on creating, implementing, and sustaining effective client management.



Keller Williams Platinum Houston

• United States
• Real Estate
• 1 - 100 Employee

• Director of First Impressions

  • Dec 2011 - Dec 2012

  Jersey Village, Texas My position is responsible for providing a wide range of administrative, clerical and research assistance to the Management and Agents. These tasks include, administrative support for agents. I am a self-motivated, well-organized individual who can work effectively with a variety of people including co-workers and customers. I am able to assimilate a broad range of information, schedule priority work effectively, and work successfully with minimal supervision.