Buildings

Rachel Otto

Staff Accountant
Education and Credentials
Western Michigan University
Bachelor of Fine Arts, Theater

As the firm’s Staff Accountant, Rachel Otto brings more than 20 years of experience specializing in financial reporting, accounts payable, accounts receivable, payroll, reconciliations, billing, and audit support. She has supported businesses across multiple industries with dependable, detail-oriented accounting expertise to ensure accuracy, compliance, and efficiency. Prior to her career in accounting, she served as a police officer, where she developed strong skills in problem solving, integrity driven decision making, and working under pressure. She brings that same discipline and accountability to her work in finance.

Rachel is originally from Michigan and has lived in Los Angeles since 1995. She graduated from Western Michigan University with a Bachelor of Fine Arts degree.

Outside of work, Rachel enjoys traveling, relaxing with her cats, and making jewelry.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Rachel
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Justin Iskander, CFP®, CPA, MBA
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Lesny Espinoza, EA
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Charlotte Perkinson
HR & Talent Manager
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Senior Tax Consultant
Ryan Saidi, AIF®
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Compliance Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
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Flavia Nunes
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Daniel Atchinson
Junior Tax Associate
Brandon McAuslen
Portfolio Manager
Morten Roness, MBA
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Jonathan Sheen
Junior Portfolio Manager
Noah Barrionuevo
Associate
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Wealth Advisor and Sr. Tax Associate
Tony Walsh
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Katherine Neto, AWMA®
Client Service Associate
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Sr. Client Service Associate
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Sr. Client Service Associate
Roger Lopez
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Aimie Lalas
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Michael Nader, EA
Tax Associate
James Cordle
Senior Trader
Tyler Resh
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Dylan Drake
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Airene Williamson
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Andrea Chandos
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Cecilia Umbel
Client Service Manager
Dalia Dardoon
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Stephen Fringer
Systems & Reporting Manager
Michael Rashtian
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