Racheal Griffin

Portfolio Operations Administrator

Racheal Griffin

RedTree Investment Group | Rachael Griffin | Cincinnati, Ohio

RedTree Investment Group | Rachael Griffin | Cincinnati, Ohio

513-758-8483


  Racheal has been in the investment and accounting industry for nearly 12 years and has an in-depth knowledge on proper controls to meet clients’ strict reporting and accounting requirements. At RedTree, Racheal oversees daily trade processing and settlement, portfolio accounting, statement reconciliation and client reporting. Racheal is the new client liaison and is available for any questions regarding new account set-up processes.

Prior experience

• Baird Public Investment Advisors, Portfolio Operations Specialist
• Joseph Decosimo & Company, Audit and Tax Administrative Assistant


Education

• Associate in Applied Science in Business Administration, Gateway Community and Technical College

Certifications and Licenses

• Certified in Financial Perspectives

Organizational and Community Involvement - Current

• Junior Achievement of Northern Kentucky


Organizational and Community Involvement – Past

• Service Leader/Children’s Ministry, Seven Hills Church
• Volunteer, Nourish Food Pantry


Personal

Racheal is a lifelong resident of Northern Kentucky. She currently lives in Hebron, Kentucky with her two sons, Jacob and Gavin. In her leisure, she enjoys baking, kayaking and most outdoor activities.
 
 
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