FINANCIAL TOOLKITS
Rachael Cofresi
Rachael Cofresi joined Clute Wealth Management in June 2023 as Operations Assistant. She graduated from SUNY Potsdam with a B.A in Business Economics, and has an MBA (Masters in Business Administration) and MSA (Masters in Accounting) from Phoenix University. Combining her education experience and 20 years at the University of Albany as a Financial Aid Advisor, Rachael decided that a change was needed. She wanted a career that would be new, exciting, and rewarding (not to mention extremely challenging) - this is what brought her to the financial industry (lucky for us!).
While Rachael will take the next year to learn about the basics of our industry, her path forward will be streamlining and improving efficiencies, and managing the day-to-day HR/administrative duties – incorporating her vast office management skills. When Rachael isn’t busy learning the industry lingo, she can be found enjoying “downtime” with her family – watching movies, renovating, attending her kids sporting events or playing with their new pup Archie!