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Rachel Van Emon is a seasoned executive with 20+ years of experience in marketing, finance, and leadership. She has held various roles, including Owner, COO, CFO, Director of Education Services, and Personal Finance Advisor and Mortgage Banker. Rachel has a strong educational background, holding a BA from Harvard University and an Art History degree from Universita per Stranieri di Firenze. She is a skilled marketing professional with expertise in strategic planning, process improvement, and project management.

Experience

    • Owner, COO, CFO
      • Apr 2014 - Present
      • Burlington, MA
  • Opes Advisors
    • Palo Alto/Boston
    • Director of Education Services
      • Apr 2011 - Aug 2015
      • Palo Alto/Boston
    • Director of Annual Giving and External Relations
      • 2009 - Apr 2011
    • Personal Finance Advisor and Mortgage Banker
      • 2005 - 2008

      Developed successful financial services practice. As a Series 65 Investment Advisor Representative, worked with high net worth families to develop financial strategies to fulfill their lifestyle and financial ambitions. Provided planning services and guidance at the time of purchase (as was ofte...

    • Director of California Customer Service Division
      • 2001 - 2005

      Launched and managed the operations of a new California Customer Service Division for this national bank. Planned all outreach and marketing efforts. Personally served over 500 customers, added between $30m and $76m/year in mortgage volume and cross-sales, and generated superior levels of satisfa...

    • Senior Consultant
      • 1990 - 2000

      As consultant for 10 years to fast-paced Silicon Valley executives and their firms: - re-deisgned operational and management structures to improve client satisfaction and increase revenues while decreasing costs and delivery time- Reviewed operations, conducted systemic causal analysis, ...

    • Special Assistant to Commissioner
      • 1991 - 1994

Education

  • 1984 - 1988
    Harvard University
  • 1986 - 1987
    Universita per Stranieri di Firenze

Suggested Services

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Industry Focus. “Management Consulting”

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