Rachel Perkel

Senior Advisor

Rachel is seasoned financial services leader with deep experience in wealth management and investing.  Before joining Toniic, Rachel led Wells Fargo’s Private Bank business in Silicon Valley where she and her team helped clients and their families with wealth planning, investment management, private banking, trust services, insurance, and integrated financial solutions.

Rachel also served as Head of Marketing for Wells Fargo’s wealth, brokerage and retirement businesses and led product management for Wells Fargo Investments.  Prior to Wells Fargo, she held Marketing leadership roles in Charles Schwab’s retail and registered investment advisor businesses.  Earlier in her career, Rachel was a buy-side analyst at Fidelity Investments and an investment banker at Kidder, Peabody.

Rachel is passionate about her community. She’s been an active volunteer and Board Member with a focus on homelessness, affordable housing and gender equality.  She also served on Wells Fargo’s Contributions Committee, which donated over $20 million in annual corporate philanthropy in the Bay Area. Rachel has been honored as a Woman of Influence for her business and community leadership in both San Francisco and Silicon Valley.

Rachel holds a BA in Economics from Brandeis University and an MBA from Stanford.  She lives in the San Francisco Bay Area with her husband and children.