Rachel is a native of China and received her B.A. from Seattle Pacific University in 2003, with a double concentration in Finance and Information Systems. Prior to joining the Equitas group, Rachel acquired valuable analytical, teamwork, marketing, and customer service experience through a variety of positions in Beijing and Seattle. She enjoys research, quantitative analysis, and the professional yet friendly working environment at Equitas. Rachel’s responsibilities include verifying the accuracy and fair presentation of clients’ investment portfolio performance. Rachel also creates client-specific asset allocation studies, participates in investment manager searches, assists consultants wi