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Rachel Jase

Client Service Specialist

Rachel Jase brings 16 years of customer service experience to her position as a Client Service Specialist at Connecticut Wealth Management (CTWM).

Prior to CTWM, Rachel worked in tax preparation as an administrator and staff accountant at a local accounting and advisory firm. Her strong personal relationships with clients helped to meet their tax planning and financial goals, a skillset that enhances the high level of service she provides to clients at CTWM.

Education & Certifications

Rachel graduated from Eastern Connecticut State University with a bachelor’s in Studio Art and a minor in Business Administration.

Affiliations & Community Involvement

In her free time, Rachel enjoys fitness workouts, cycling, and running. She also loves to test out new recipes with her family, especially baking. Rachel currently resides in Berlin with her husband and two daughters.

Client Service Specialist
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