Rachel Wakefield

Partner at Summa Global Advisors - Clackamas, OR, US

Rachel Wakefield's Colleagues at Summa Global Advisors
Roger Johnson

Managing Pasrtner

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Jessie Kline

Office Manager

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Henry Yu

Managing Member & Portfolio Manager

Contact Henry Yu

Valerie Wakefield

Assistant Portfolio Manager

Contact Valerie Wakefield

Rachel Wakefield's Contact Details
Email (Verified)
***@summaglobal.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
503-636-2022
Location
Mulino,Oregon,United States
Company
Summa Global Advisors
Rachel Wakefield's Company Details
Summa Global Advisors logo, Summa Global Advisors contact details

Summa Global Advisors

Clackamas, OR, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.

Investment Management Financial Planning Wealth Preservation and Protection Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Summa Global Advisors
Frequently Asked Questions about Rachel Wakefield
Rachel Wakefield currently works for Summa Global Advisors.
Rachel Wakefield's role at Summa Global Advisors is Partner.
Rachel Wakefield's email address is ***@summaglobal.com. To view Rachel Wakefield's full email address, please signup to ConnectPlex.
Rachel Wakefield works in the Investment Management industry.
Rachel Wakefield's colleagues at Summa Global Advisors are Roger Johnson, Jessie Kline, Henry Yu, Valerie Wakefield and others.
Rachel Wakefield's phone number is 503-636-2022
See more information about Rachel Wakefield