Rachelle Cater's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 800-934-3303
Location
Portland, Oregon

Rachelle Cater's Current Company Details

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in thei...
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses.Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
mergers
acquisitions
transaction support
valuation services
business consulting
synthetic equity
entity development
compensation structuring
analytics
succession planning
business appraisals
growth strategies
benchmarking
continuity plans
transfer of ownership
legal services
equity pathways
equity management solutions
entity structure
multigenerational businesses
ria
independent advisors
financial services
b2b
management consulting
information technology & services

Rachelle Cater's Work History and Education

FP Transitions
Office Coordinator
2024 - Present
Lumen Learning
HR/Executive Assistant
2021 - 2023 • 2 years
Nivea Hospitality
Administrative Assistant
2019 - 2020 • 7 months
Rider Levett Bucknall
Administrative Assistant
2017 - 2018 • 6 months
Ankrom Moisan
Front Desk Receptionist
2014 - 2017 • 3 years

Frequently Asked Questions about Rachelle Cater


What company does Rachelle Cater work for?

Rachelle Cater works for FP Transitions.

What is Rachelle Cater's role at FP Transitions?

Rachelle Cater's role at FP Transitions is Office Coordinator.

What is Rachelle Cater's email address?

Rachelle Cater's email address is r**@fptransitions.com.

What is Rachelle Cater's business email address?

Rachelle Cater's business email address is r**@fptransitions.com.

What is Rachelle Cater's direct mobile number?

Rachelle Cater's direct mobile number is (330) XXX-XXXX.

What is Rachelle Cater's HQ phone number?

Rachelle Cater's HQ phone number is +1 800-934-3303.

What industry does Rachelle Cater work in?

Rachelle Cater works in the Financial Services industry.

Who are Rachelle Cater's colleagues?

Rachelle Cater's colleagues are Frederick Hanish, Shelby Wells, Alex Moan, Carol Chung and more.

Colleagues at FP Transitions

Marketing Specialist
Creative Director, Photographer
Office Manager/HR
Business Process Consultant

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