Rachel Esker Rice, CFP® in

Rachel Esker Rice, CFP®

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Wealth Manager at Boulay
📍 Greater Minneapolis-St. Paul Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Wealth Manager
Job Level
Middle
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rachel cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2023
Wealth Manager
Boulay
10-2022 - 8-2023
Wealth Management Advisor
Boulay
10-2021 - 10-2022
Wealth Management Senior Associate
Boulay
6-2020 - 10-2021
Wealth Management Associate
Boulay
9-2019 - 5-2020
Financial Management Tutor
University of St. Thomas
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2020
Financial Management
University of St. Thomas
2012 - 2016
Education details unavailable
Appleton East High School
1-2021 - 1-2022
Education details unavailable
Dalton Education CFP Certification Program
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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