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Conor Renn Email & Phone Number
Portfolio Analyst and Trader
at
WBH Advisory
1 work email found
@baldwinim.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Analyst and Trader
Location
United States
Company size
Who is Conor Renn? Overview
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Quick answer
Conor Renn is listed as Portfolio Analyst and Trader at WBH Advisory, a with 14 employees, based in United States. AeroLeads shows a work email signal at baldwinim.com and a matched LinkedIn profile for Conor Renn.
Conor Renn previously worked as Portfolio Analyst & Trader at Wbh Advisory and Equity Research Associate at Baldwin Investment Management. Conor Renn holds Bachelor’S Degree, Finance, General, Cum Laude from Bloomsburg University Of Pennsylvania.
Company email context
Email format at WBH Advisory
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{first_initial}{last}@baldwinim.com
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AeroLeads found 1 current-domain work email signal for Conor Renn. Compare company email patterns before reaching out.
Profile bio
About Conor Renn
Dependable financial analyst with 6 years of experience in investment management. Skilled in quantitative and fundamental analysis. Excited to leverage analytical and presentation skills to serve your firm.
Listed skills include Equity Capital Markets, Mathematics, Microsoft Office, Microsoft Excel, and 19 others.
Current workplace
Conor Renn's current company
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Wbh Advisory
5 roles
Conor Renn work experience
A career timeline built from the work history available for this profile.
Portfolio Analyst & Trader
Equity Research Associate
Jan 2022 - May 2022
Investment Analyst & Trader
Equity Research• Researched investment opportunities in the industrial and financial sectors, handling a list of approximately 30 stocks, reporting material activity and developments to the Investment Committee weekly.• Oversaw the proprietary quantitative stock selection model, handling a stock universe of approximately 1200 stocks; produced useable reports for sector analysts monthly.• Assisted company CEO Chairman in implementing ESG ratings into our stock selection process, leveraging tools provided by Thomson Reuters EIKON.Trading• Led company transition from legacy trading operation to Evestnet’s Tamarac Trading platform.o Constructed security level models and asset allocation models to improve trading functionality.o Taught portfolio managers how to place trades in numerous ways, applying their trading ideas to new processes.• Executed trades – equities, ETFs, mutual funds, options, and fixed income – for portfolio managers’ clients, reconciling daily.Operations• Produced monthly and quarterly reports for compliance, collaborating with Director of Operations to complete necessary tasks in a timely manner.• Collaborated with colleagues to produce special summary statements and commentary.
May 2015 - Jan 2022
Customer Service Associate
Facilitated daily operational activities such as monitoring the cash register, preparing food and coffee, expediting vendor check-ins, and performing store maintenance duties.Developed multitasking, prioritization, and soft skills through daily interaction with customers.
Jan 2012 - May 2015
Team & coworkers
Colleagues at WBH Advisory
Other employees you can reach at wbhadvisory.com. View company contacts for 14 employees →
2 education records
Conor Renn education
Bachelor’S Degree, Finance, General, Cum Laude
Business Administration And Management, General
FAQ
Frequently asked questions about Conor Renn
Quick answers generated from the profile data available on this page.
What company does Conor Renn work for?
Conor Renn works for WBH Advisory.
What is Conor Renn's role at WBH Advisory?
Conor Renn is listed as Portfolio Analyst and Trader at WBH Advisory.
What is Conor Renn's email address?
AeroLeads has found 1 work email signal at @baldwinim.com for Conor Renn at WBH Advisory.
Where is Conor Renn based?
Conor Renn is based in United States while working with WBH Advisory.
What companies has Conor Renn worked for?
Conor Renn has worked for Wbh Advisory, Baldwin Investment Management, and Wawa, Inc..
Who are Conor Renn's colleagues at WBH Advisory?
Conor Renn's colleagues at WBH Advisory include Carrie Beren, Cfp®, Anna Romaniszyn, and Tulani Simano.
How can I contact Conor Renn?
You can use AeroLeads to view verified contact signals for Conor Renn at WBH Advisory, including work email, phone, and LinkedIn data when available.
What schools did Conor Renn attend?
Conor Renn holds Bachelor’S Degree, Finance, General, Cum Laude from Bloomsburg University Of Pennsylvania.
What skills is Conor Renn known for?
Conor Renn is listed with skills including Equity Capital Markets, Mathematics, Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Leadership, and Project Management.
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