Erik Renaud

Erik Renaud Email and Phone Number

Vice President - Sr. Relationship Manager @ Fisher Investments
camas, washington, united states
Erik Renaud's Location
San Francisco Bay Area, United States
Erik Renaud's Contact Details

Erik Renaud personal email

n/a
About Erik Renaud

Erik Renaud is a Vice President - Sr. Relationship Manager at Fisher Investments. He possess expertise in investments, equities, investment strategies, economics, equity research and 11 more skills.

Erik Renaud's Current Company Details
Fisher Investments

Fisher Investments

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Vice President - Sr. Relationship Manager
camas, washington, united states
Employees:
2996
Erik Renaud Work Experience Details
  • Fisher Investments
    Vice President - Institutional Sales
    Fisher Investments Jan 2023 - Present
  • Fisher Investments
    Vice President - Strategic Initiatives
    Fisher Investments Feb 2022 - Present
    San Francisco Bay Area
    Advises on strategic marketing initiatives from performance optimization to new campaign development and analytical training. This consultative position relies on a breadth of experience overseeing marketing campaigns across countries, campaign type and vendor.
  • Fisher Investments
    Group Vice President - Global Marketing Strategy And Planning
    Fisher Investments 2020 - Feb 2022
    San Francisco Bay Area
    Lead performance, marketing strategy, channel mix, budgeting, and human capital development for the Global Private Client Marketing group which generates leads for the global sales team.
  • Fisher Investments
    Group Vice President - Us Marketing, Global Private Client Marketing
    Fisher Investments 2018 - 2020
    San Francisco Bay Area
    Directed performance, strategy, and human capital development for the US Marketing group, which generates leads for the firm’s US outside salesforce. Oversaw media mix, creative development, and performance analysis on a large Direct Response marketing program. Led executive reporting and budgeting including working with the campaign management team to ensure adequate resourcing, presenting plans to the CEO and Founder, and executing once approved.
  • Fisher Investments
    Group Vice President - Private Client Services
    Fisher Investments 2014 - 2018
    San Francisco Bay Area
    Led 80+ financial advisors managing Private Client assets. Developed strategy and tactics to improve performance and enhanced the leadership skills of the Investment Counselor Team Leaders.
  • Fisher Investments
    Securities Research Team Leader, Portfolio Management Group
    Fisher Investments 2012 - 2014
    San Francisco Bay Area
    Responsible for training and developing Securities Analysts and ensuring the quality and efficacy of trading recommendations to the Investment Policy Committee. Communicated portfolio strategy to Private and Institutional clients in individual, group, and Board meetings.
  • Fisher Investments
    Capital Markets Analyst, Portfolio Management Group
    Fisher Investments 2010 - 2012
    San Francisco Bay Area
    Developed predictive models of the UK economy based on quantitative and qualitative analysis making recommendations used to inform UK country- and sector-weighting strategies in global investment portfolios. Also responsible for analyzing and communicating developments in the financial regulatory space and credit markets.
  • Fisher Investments
    Securities Analyst, Portfolio Management Group
    Fisher Investments 2008 - 2010
    San Francisco Bay Area
    Responsible for performing fundamental analysis of publicly traded consumer discretionary companies using quantitative and qualitative methods to develop recommendations for the firm's Investment Policy Committee.
  • Fisher Investments
    Portfolio Analytics Associate, Institutional Group
    Fisher Investments 2007 - 2008
    San Francisco Bay Area
  • Fisher Investments
    Institutional Associate Director, Institutional Group
    Fisher Investments 2006 - 2007
    San Francisco Bay Area
  • Fisher Investments
    Account Executive, Private Client Grou
    Fisher Investments Jun 2005 - 2006
    San Francisco Bay Area

Erik Renaud Skills

Investments Equities Investment Strategies Economics Equity Research Strategy Asset Management Portfolio Management Fixed Income Leadership Management Financial Modeling Valuation Bloomberg Asset Allocation Forecasting

Erik Renaud Education Details

Frequently Asked Questions about Erik Renaud

What company does Erik Renaud work for?

Erik Renaud works for Fisher Investments

What is Erik Renaud's role at the current company?

Erik Renaud's current role is Vice President - Sr. Relationship Manager.

What is Erik Renaud's email address?

Erik Renaud's email address is e.renaud@fi.com

What schools did Erik Renaud attend?

Erik Renaud attended Santa Clara University.

What skills is Erik Renaud known for?

Erik Renaud has skills like Investments, Equities, Investment Strategies, Economics, Equity Research, Strategy, Asset Management, Portfolio Management, Fixed Income, Leadership, Management, Financial Modeling.

Who are Erik Renaud's colleagues?

Erik Renaud's colleagues are Isabella Augustadt, Akili Moss, Cella Flores, Saptarshi Maity, Ky Phong Nguyen, Augus Foster, Fatima Farooq.

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