Skilled problem solver with 17 years of client service experience in assurance, accounting, advisory and project management. Strong communicator, both verbally and written, with aptitude for bringing together cross-functional teams to deliver solutions. Demonstrated success at attracting and motivating high-performing teams and coaching them to their best potential.
Specializing as a Private Banker to Professionals, Business Owners and Executives, I provide a customized product and service mix to help meet their complex financial needs. I work alongside our clients in executing all facets of their financial plan to include personal banking, mortgage solutions, wealth planning, and insurance needs.
Rachel leads the firm’s growth efforts in health care, HC PE and digital health. She supports the profitable expansion, efficient operations, and innovation strategies for board members, senior executives, health care investors, bankers, and lawyers. Prior to joining Moss Adams, Rachel led award-winning initiatives at several Fortune 500 companies. She received the “Summit Club” recognition…
Previously, Lexi worked as a Sales Account Executive in the Hospitality industry. She attended Appalachian State University where she earned her undergraduate degree. Outside of work, Lexi enjoys spending time with friends and family, and her energetic dog Harley. BS – Advertising, BS – Public Relations.
Penny is an accomplished lawyer with over 15 years of experience representing financial institutions in a broad range of lending transactions. Penny focuses her practice on debt financing and secured transactions, including origination of asset-based and acquisition financing, leveraged finance, mezzanine finance and other lending transactions. She also handles the structuring and documenting of large…