Rakhee Gor

Portfolio Administrator
Windham Brannon Financial Group, LLC

As Windham Brannon Financial Group’s Portfolio Administrator, Rakhee supports the firm’s clients and investment advisory team.  She maintains the firm’s portfolio management system to ensure that all portfolio details are accurate and precise.  She is responsible for reconciling accounts, verifying holdings and transactions to the records held with custodians, and confirming accuracy of portfolio performance.

Specialization Includes:

  • Client Reporting
  • Account Reconciliation
  • Portfolio Performance

Career Highlights

Before joining the firm, Rakhee spent more than 5 years as a Senior Investment Account Administrator at Bell Capital Management.

Education and Affiliations

  • Georgia State University – B.B.A. in Finance

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