As an Operations Team Associate, Renee plays a vital role in keeping our firm running smoothly, allowing our advisors to focus fully on clients. She manages everything from client onboarding to account maintenance, handling paperwork, transactions, and custodial coordination with precision and care. Detail-oriented and solutions-focused, Renee ensures every step of your financial journey is seamless and well-supported.
Renee earned a Bachelor of Engineering from Stevens Institute of Technology, where she developed strong problem-solving, analytical and organizational skills. These strengths translate seamlessly into her role on the operations team, supporting efficient, accurate, and detail-oriented client service.
Outside of work, Renee enjoys spending quality time with family, friends, and her dog, Chief. She loves watching movies, getting lost in a good book, and relaxing by the beach.