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Rachele Spencer, CIC, CISR

Rachele Spencer, CIC, CISR

Client Manager, Team Leader

Followers of Rachele Spencer, CIC, CISR360 followers
location of Rachele Spencer, CIC, CISRGreater Cleveland

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  • Timeline

  • About me

    Senior Vice President, Brunswick Private Client

  • Education

    • Baldwin Wallace University

      2002 - 2008
      Bachelor of Arts (B.A.) Accounting and Business/Management

  • Experience

    • Oswald Companies

      Jan 2006 - Jan 2012
      Client Manager, Team Leader

    • Wellspring Financial Advisors LLC

      Dec 2012 - Nov 2013
      Intern & Associate

    • Oswald Companies

      Dec 2013 - Dec 2018

      • Client Executive

        Apr 2017 - Dec 2018

      • Associate Client Executive

        Apr 2015 - Apr 2017

      • Senior Client Manager

        Dec 2013 - Apr 2015

    • Brunswick Companies

      Jan 2019 - now

      • Senior Vice President, Private Client

        Jul 2024 - now

      • Manager, Personal Insurance

        Jan 2019 - now

  • Licenses & Certifications

    • Certified Insurance Counselor (CIC)

      The National Alliance for Insurance Education & Research