Lewis Carroll, Writer and Mathematician
Renee has over 20 years of experience in the financial services industry. She joined Alex. Brown in 2020 from Wells Fargo Advisors where she worked as an investment associate in their Private Client Group. Shel believes with her passion for customer excellence and her exceptional attention to detail, she helps ensures clients are receiving the highest quality of service support.
Renee has gained extensive experience in the financial services industry and previously worked for J.P. Morgan and First Republic Securities, supporting financial advisors and Charles Schwab within the regulatory reporting and subscription management groups for private equity and alternative investments, brokerage operations and donor advised funds.
Additionally, Renee has worked for Liberty Mutual Foundation in marketing and communications for their nationwide employee giving and volunteering programs.
Renee studied marketing at LIU Post and earned her degree in business from the State University of New York. She holds Series 7 and 66 licenses.
In her spare time, Renee enjoys volunteering, hiking, cooking, the theater and international travel.
