“I love that the Truepoint culture and team spirit is so positive and contagious—we all help each other out and do our best to make everyone feel welcomed.”
Rachel’s Story
As a Business Systems Specialist on Truepoint’s Innovation team, Rachel focuses on streamlining internal processes and reducing manual work across the firm. She partners with departments to understand their unique workflows and identify opportunities for increased efficiency. Through thoughtful collaboration and a solutions-oriented mindset, Rachel helps implement system improvements that make a meaningful impact on team productivity and the client experience.
Rachel enjoys spending quality time with her family and friends, whether she’s hiking, playing board or video games, or discovering new restaurants and coffee shops.
Specialties: data analysis, project management