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Raquel Moreno

Raquel Moreno

Executive Assistant

Raquel joined PlanWell with a 5-year background in the financial services industry. Her
expertise includes managing client documents, facilitating account processes, and addressing
client inquiries with efficiency and care.

Entering the financial services sector in 2019 marked the beginning of Raquel's professional
journey. She has cultivated a deep understanding of the industry.

Outside of work, Raquel enjoys spending time with family and friends, exploring new
restaurants, and gardening.