Rakhee is a Client Relations Manager at SageView Advisory Group. Prior to joining SageView, Rakhee was the Client Services Associate at Thomson Financial Management, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Coming from an IT helpdesk background, for the past 15 years Rakhee has enjoyed assisting clients with all inquiries from scheduling meetings to transferring accounts. She enjoys working as a team to ensure that clients are looked after and can feel confident that their question will be answered correctly the first time. Rakhee takes pride in ensuring that all requests are handled accurately, efficiently and in a timely manner.
Rakhee background includes experience as an information security analyst for Travelers Life & Annuity in Connecticut and various information technology related positions in the United Kingdom. Rakhee holds a bachelor's degree in Business Information Technology from the University of Westminster, London. She has acquired her Series 7 securities registration held through First Allied Securities and her Massachusetts insurance license. Rakhee enjoys reading and taking walks with her husband Ray and their two children.