Rachel Levi, a Miami native fueled by a passion for adventure and innovation, is a dynamic operations expert specializing in optimizing businesses, particularly startups. Her approach to driving growth combines a hands-on understanding of customer bases with robust data analytics, ensuring that solutions are both innovative and effective.

Beyond her professional pursuits, Rachel’s adventurous spirit finds her exploring the ocean, trekking through mountain trails, skiing down slopes, or perfecting her golf swing.

Passionate about economics, organization, and politics, Rachel also dedicates time to volunteering and learning about people, which enriches her understanding of diverse perspectives and enhances her operational strategies. She has a proven track record of delivering exceptional solutions that yield profitable outcomes, consistently on time and within budget. Her expertise in managing HNWI allows her to maximize ROI through strategic management and efficient operations.

Rachel is also an accomplished author, having written a children’s book and published poetry. As an active member of The Junior League and 100 Women in Finance, she is deeply committed to her community and professional growth.

Rachel’s mission is clear: to empower the next generation and using technology to innovate and inspire organizations to adopt transformative practices.