Rachel White

Senior Director, Client Success

Rachel is a Senior Director of Client Success with over 12 years of experience partnering with investment management firms to develop and deliver technology solutions and client services for investment professionals.

Previously, Rachel worked as Director of Client Development at Ipreo Private Capital Markets. Here, she helped private equity investors optimize portfolio performance with Ipreo’s iLEVEL solution. Rachel also worked as an Account Executive at Relationship Science (“RelSci”), providing a business development intelligence platform to investment management, professional service, and corporate firms. As RelSci’s first Account Executive, she saw the company through its initial product launch and commercialization.

Rachel began her career at Capital IQ, where she was responsible for relationship management with clients including global investment banks and investment management firms across strategies.

“If the wind will not serve, take the oars.” — Latin Proverb

Something you should know
  • Requires hot sauce on all foods, even salad
  • Shellfish enthusiast – once caught over 90 clams in an hour
  • Skied on three different continents in just one month
  • Recipient of IHS Markit Sales Excellence Award