Rachel Somerstein

Rachel Somerstein

Relationship Executive @ Chase

About Rachel Somerstein

Rachel Somerstein is a Relationship Executive at Chase, where she has worked since 2018 in the Greater Atlanta Area. She has extensive experience in finance, having held various roles at SunTrust Bank and Wells Fargo, and possesses expertise in areas such as syndicated finance and international banking.

Work at Chase

Rachel Somerstein has been serving as a Relationship Executive at Chase since 2018. In this role, she operates in the Greater Atlanta Area, focusing on providing tailored financial solutions to businesses with revenues typically exceeding $100 million. Her responsibilities include partnering with local bankers and industry specialists to enhance investment banking capabilities and ensure a comprehensive approach to client needs.

Education and Expertise

Rachel Somerstein has a strong educational background in finance and business. She studied at Flagler College, earning a Bachelor of Arts in Accounting and Business Administration from 1995 to 1999. She furthered her education at the University of North Florida, where she achieved a Master's degree in Business Administration, General Business from 2001 to 2002. Additionally, she completed a program at the Institute for Financial Studies, focusing on Certified Financial Planning from 2005 to 2006. Her expertise encompasses syndicated finance, debt and equity capital raising, lending and treasury services, M&A, ownership transitions, and international banking.

Background

Rachel Somerstein has extensive experience in the banking sector, having worked at various institutions. She began her career at SunTrust Bank, where she held multiple roles, including Portfolio Manager and Relationship Manager, from 1999 to 2006. Afterward, she served as a Commercial Banking Manager and Senior Vice President at SunTrust from 2007 to 2012. She transitioned to Wells Fargo as a Middle Market Relationship Manager from 2012 to 2018 before joining Chase. Her career reflects a consistent focus on relationship management and financial services.

Previous Positions

Before her current role at Chase, Rachel Somerstein held several significant positions in the banking industry. At SunTrust Bank, she worked as a Portfolio Manager and Banking Officer in Commercial Real Estate from 1999 to 2002, followed by a role as Vice President and Relationship Manager from 2002 to 2006. She then took on the role of Senior Vice President and Commercial Banking Manager at SunTrust from 2007 to 2012. Rachel also worked at Wells Fargo as a Middle Market Relationship Manager from 2012 to 2018, contributing to her extensive knowledge and skills in the financial sector.

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