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Rachel R. Wender
MANAGING DIRECTOR [email protected] | Download vcard
Rachel Wender joined TAG Financial as Managing Director in January 2022 with 13 years of experience in life insurance, senior products, disability income, and annuity distribution. She advises companies primarily in the insurance distribution, asset management, professional services and specialty finance sectors on strategic transactions, capital raising, and M&A initiatives. She also currently serves on the Board of Directors for The Marketing Alliance (MAAL). Prior to TAG, Rachel served as Executive Vice President of Business Development at Ash Brokerage. Rachel is a Registered Investment Banking Representative (Series 79), Certified Merger and Acquisition Advisor (CM&AA), Life and Health Insurance licensed, and Lean Six Sigma Black Belt Certified. She is a former Division 1 collegiate swimmer, a 2x Ironman finisher, and a yoga instructor. Rachel received an MBA and Bachelor of Science degrees 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.