Rachel Stauffer, CFA in

Rachel Stauffer, CFA

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Institutional Consultant, Private Wealth Advisor at Graystone Consulting
📍 Des Moines Metropolitan Area, United States

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Experience
39 Years
Current Role
Institutional Consultant, Private Wealth Advisor
Job Level
Senior
Location
Des Moines Metropolitan Area, United States
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Rachel cares about

Strategic Priorities
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Career

Work history

5-2014
Institutional Consultant, Private Wealth Advisor
Graystone Consulting
8-2010 - 3-2014
VP, Sr Portfolio Manager - Private Fixed Income
Athene Asset Management
8-2004 - 8-2010
VP, Private Placement Portfolio Manager
American Equity Life Investment Life Insurance Company
6-1993 - 8-2004
Partner
Cybus Capital Group
11-1989 - 6-1993
Vice President
Whirlpool Financial Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1985
B.A. Political Science
Williams College
1990 - 1993
Executive Education
University of Pennsylvania - The Wharton School
Social presence
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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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