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Rachel R. Wender
MANAGING DIRECTOR 832-687-6844 | rwender@tagfingroup.com | Download vcard
Rachel joined TAG Financial as Managing Director in January 2022 with 13 years of life insurance, senior products, disability income and annuity distribution experience. Prior to TAG, Rachel served as Executive Vice President of Business Development at Ash Brokerage, one of the largest privately-held life insurance and annuity product distribution companies in the United States. While there, Rachel led all merger and acquisition activities, including sourcing, structuring, valuation, due diligence and successful integration of middle-market acquisitions or investments. She also led the strategic financial planning and reporting initiatives. Rachel is a Certified Merger and Acquisition Advisor (CM&AA), Life and Health Insurance licensed, and is Lean Six Sigma Black Belt Certified. Rachel is a former collegiate swimmer, a 2x Ironman finisher, and yoga instructor. She is also actively involved with Meals on Wheels, Big Brothers Big Sisters, Three Rivers Yoga Foundation, and The Shepherd’s House for Recovering Veterans. Rachel received her MBA from the University of Missouri – Columbia. |
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Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC.
TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.
TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.