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Rachel Jane Portuondo

Thrivent Investment Management Inc.

Schenectady, NY

Washington, MO

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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-15
MO RA APPROVED 2025-07-23
  • NY RA
    APPROVED
    Since 2025-08-15
  • MO RA
    APPROVED
    Since 2025-07-23

Branch Locations

3418 Carman Rd, Schenectady, NY 12303 • United States

Washington, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 06/2021 05/2023
Enterprise Holdings Saint Louis MO 05/2018 06/2021
Gap Incorporated Chesterfield MO 11/2017 04/2018
Target Coporation Ballwin MO 06/2016 11/2017
Rockefeller Financial Llc Chesterfield MO 05/2023 07/2025
Thrivent Investment Management Inc Schenectady NY 07/2025 Present
Thrivent Financial Appleton WI 07/2025 Present
  • 06/2021 → 05/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chesterfield, MO
  • 05/2018 → 06/2021
    Enterprise Holdings
    Saint Louis, MO
  • 11/2017 → 04/2018
    Gap Incorporated
    Chesterfield, MO
  • 06/2016 → 11/2017
    Target Coporation
    Ballwin, MO
  • 05/2023 → 07/2025
    Rockefeller Financial Llc
    Chesterfield, MO
  • 07/2025 → Present
    Thrivent Investment Management Inc
    Schenectady, NY
  • 07/2025 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26
Other Names
  • Rachel Jane Portuondo
  • Rachel Schroeder
  • Rachel Portuondo

View on SEC IAPD

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Other Offices

DEL-SETTE CAPITAL MANAGEMENT, LLC · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Schenectady, NY
ROBERT L. KRISTEL, C.P.A., P.C. · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Schenectady, NY
NIGHTGALE WEALTH MANAGEMENT LLC · SCHENECTADY, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SCHENECTADY, NY
LPL FINANCIAL LLC · SCHENECTADY, NY
OSAIC INSTITUTIONS, INC. · Schenectady, NY

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