Renee Provencher

Vice President, Wealth Manager

Renee Provencher is a eficient expert, who works in First Republic Private Wealth Management as a Vice President, Wealth Manager from 2010. This person gained professional experience in more than four positions at various companies. Renee Provencher went to the California Lutheran University and got education there to 2013. Renee Provencher has the following professional qualifications: Certified Financial Planner, Public Notary, and Certified Investment Management Analyst. Los Angeles, California is the city, where this expert was known to settle. The person's email address and phone can be easily accessed through Connexy on demand.
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Contact Information

Last Update
Jul 9, 2022
Email
re**@gmail.com
Location
Los Angeles, CA

Workplace

First Republic Private Wealth Management
Vice President, Wealth Manager

Industry

Financial Services

Work History

Vice President, Wealth Manager

from Jul 2010

Registered Client Associate

New York, NY
Oct 2009 — Jul 2010

Client Relations Manager

21403 Chagrin Blvd, Beachwood, OH 44122
Sep 2006 — Oct 2009

Field Organizer

Sacramento, CA
2005 — 2006

Occupations

Executive
Vice President
Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member

Skills

Alternative Investments
Uniform Combined State Law
Microsoft Office
Portfolio Management
Investments
Customer Relations
Private Banking
Salesforce.com
Life and Health Insurance Licenses
Customer Service
Fundraising
Asset Allocation
Holistic Financial Planning
Series 7
Wealth Management
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FAQs about Renee Provencher

What is the main profession of Renee Provencher?

Renee Provencher is a Vice President, Wealth Manager.

What jobs is Renee proficient at at?

The expert is a professional Executive and Vice President jobs.

Where does Renee Provencher currently live?

Los Angeles, California is the place where Renee Provencher lives

What is Renee's email?

Renee Provencher's email is re**@gmail.com.

Where did Renee Provencher work?

Renee Provencher worked at First Republic Private Wealth Management, Merrill Lynch.

What education does Renee Provencher have?

Renee studied at the California Lutheran University to 2013.

Are there any certifications, that Renee Provencher has?

Renee received the following certifications: Certified Financial Planner, Public Notary, Certified Investment Management Analyst, Cfp Board, and National Notary Association.

What is professional industry that Renee Provencher worked in?

Renee works in Financial Services industry.
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