Rachel Coffey

Rachel Coffey

Executive Sales Assistant

Visit my web site!

Phone: (434) 832-0004
Fax: (434) 832-8111
Mobile Phone: (540) 871-4123
E-mail:
 

As an executive sales assistant, I am constantly learning about new financial products and services. Knowledge of financial services & available products is imperative when offering advice or tailoring strategies geared towards meeting clients' specific needs. Daily tasks include making necessary adjustments to clients’ portfolios, maintaining account records/rendering when required/abiding by company policies & reporting all of James River Investment Strategy's business transactions. Being compliant-friendly and conforming to requirements of Cabot Lodge Securities LLC and the state of Virginia is top priority. At James River Investment Strategies LLC, we specialize in understanding your financial needs, analyzing your situation, tailoring strategies designed to meet your financial goals and staying committed to you.