Paul R. Renken
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Paul R. Renken Email & Phone Number

Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development at Advintro
Location: New York City Metropolitan Area, United States, United States 12 work roles 1 school
1 work email found @etrade.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development
Location
New York City Metropolitan Area, United States, United States

Who is Paul R. Renken? Overview

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Quick answer

Paul R. Renken is listed as Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development at Advintro, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for Paul R. Renken.

Paul R. Renken previously worked as Co-Founder at Advintro and Business Development Advisor at Investsuite. Paul R. Renken holds Bachelor Of Business Administration (B.B.A.), Accounting And Computer Science from University Of St. Thomas.

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{first_initial}{last}@etrade.com
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Profile bio

About Paul R. Renken

Advintro helps fintech’s scale. We will provide you with high-quality introductions across the globe, establish a go-to-market strategy, reduce your sales cycle and increase your speed to market We allow you to share the costs of hiring experienced sales professionals with other fintech firms, benefit from Advintro’s ecosystem of complementary solutions and be your turnkey business development solutions. We will provide you with thought leadership and will challenge you on how you approach your business development model. By engaging Advintro on a part-time basis you will benefit from our vast network, knowledge, and experience.

Listed skills include Capital Markets, Fixed Income, Alternative Investments, Financial Services, and 15 others.

Current workplace

Paul R. Renken's current company

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Advintro
Advintro
Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development
AeroLeads page
12 roles

Paul R. Renken work experience

A career timeline built from the work history available for this profile.

Co-Founder

Current

Houston, Texas, US

Advintro helps fintech’s scale. We are a boutique fractional outsourced sales team that provides high-quality introductions across the globe, establishes a go-to-market strategy, reduces your sales cycle, and increases your speed to market. We allow you to share the costs of hiring experienced sales professionals with other fintech firms, By engaging.

Dec 2019 - Present

Business Development Advisor

Current

Leuven, ., BE

InvestSuite is a European-based Fintech that brings to life financial reporting and analytics through its StoryTeller product. We also offer white-labeled self-directed investing and robo-advisor platforms and a differentiated portfolio optimization engine.

Dec 2021 - Present

Global Sales And Partnership Development

Current

Brooklyn, New York, US

YourStake’s mission is to empower investors, RIAs, and asset managers to create positive change. We show our clients the real-life impact of their investment decisions. We take a fresh approach and our data does not rely on self-reporting by corporations, instead, we mine publicly available data sources. YourStake provides a more personal, transparent, and.

Jun 2020 - Present

Enterprise Sales And Relationship Management

Mclean, VA, US

Folio Investing is a financial technology company that provides trading, clearing, custody and digital wealth management solutions for B2B and B2C partners. They specialize in end to end support for registered investment advisory firms, robo investing and socially responsible investing.

Feb 2019 - Nov 2019

Head Of Advisor Tools & Portfolio Analytics And Enterprise Sales

New York, NY, US

  • Provided leadership, business development, electronic trading, SaaS, strategic planning, project management, contract negotiation and relationship management skills.
  • Lead strategy, integration and delivery of fixed income electronic trading and technology solutions
  • Redesigned and expanded the adoption of advisor front end and portfolio analytic tools
  • Lead relationship manager for several prominent accounts
  • Delivery of solutions into B/Ds, portfolio managers, independent RIAs and custodial platforms - Websites, APIs, account aggregation, portfolio measurement and analytic solutions
  • Financial Modeling and business analysis to determine client pricing and annual sales forecasts
Jan 2014 - Feb 2018

Vp - Relationship Management Of E*Trade Securities & Evp Of E*Trade Capital Management

US

  • Provided sales management, strategic planning, project management, business development and recruiting skills.
  • Strategically developed and implemented E*TRADE's current wealth management solution - WRAP solutions includes mutual fund, ETF, bonds, SMA and UMA managed investment portfolios
  • Provided management leadership across numerous lines of business. - Trading leadership for Fixed Income trading, Syndicate and Structured Product trading desks - Service leadership for the Fixed Income and Managed.
  • Originated and distributed securities offerings for many of today's leading companies
  • Managed vendor relationships for Lockwood, SEI, BONDDESK, REVEAL, Bloomberg, Factset and IPREO
  • Proficient in Microsoft Excel, Word, PowerPoint, Salesforce CRM, Tableau and other software
Jan 2006 - Jul 2013

Director Of Capital Markets - Harrisdirect

Bmo

Toronto, ON, CA

  • Provided investment banking, capital market and distribution services
  • Developed numerous distribution agreements with several investment banks
  • Wealth management responsibilities included Harris Private Bank and my/CFO
Jan 2003 - Jan 2006

Director Of Capital Markets - Csfbdirect

Zurich, CH

  • Worked with CS Technology Group, Investment Banking and Capital Market Groups
  • Sold alternative investments from CS Asset Management to high net worth investors
  • Developed and sold corporate service plans (DSP, ESOP, ESPP, 10b5-1 and cash management)
Jan 2001 - Dec 2002

Director Of Capital Markets - Dljdirect

Dlj Direct
  • Provided investment banking, capital market and distribution services
  • Sold alternative investments from DLJ Asset Management to high net worth investors - Sprout, DLJ Merchant Banking, DLJ Real Estate and various other non-affiliated hedge funds
  • Developed and sold corporate service plans (DSP, ESOP, ESPP and 10b5-1)
  • Provided due diligence on various investment products
Mar 1992 - Dec 2000

Founder And Ceo

Research Consulting
  • Worked with GE Capital on several companies in their distressed portfolio - Restructured ownership structure and write down $100M in debt
  • Provided litigation support, financial modeling, data analysis and expert witness testimony services - Reverse engineered a lease portfolio to model, establish damages and win a $25M settlement
  • Helped a client win a $25M settlement after 5 months in trial
Apr 1989 - Mar 1992

Assistant Vice President

Dain Bosworth
  • Worked with the CFO on Wealth Management, Investment Banking and Leasing special projects
  • Created advisor, branch and region level advisor performance metrics with data warehousing software
Jun 1987 - Apr 1989

Senior Associate

US

  • Specialized in the financial services industry
  • Additional certification for Computer Sampling and Modeling
Jun 1984 - Jun 1987
1 education record

Paul R. Renken education

  • University Of St. Thomas
    University Of St. Thomas
    Accounting And Computer Science
FAQ

Frequently asked questions about Paul R. Renken

Quick answers generated from the profile data available on this page.

What company does Paul R. Renken work for?

Paul R. Renken works for Advintro.

What is Paul R. Renken's role at Advintro?

Paul R. Renken is listed as Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development at Advintro.

What is Paul R. Renken's email address?

AeroLeads has found 1 work email signal at @etrade.com for Paul R. Renken at Advintro.

Where is Paul R. Renken based?

Paul R. Renken is based in New York City Metropolitan Area, United States, United States while working with Advintro.

What companies has Paul R. Renken worked for?

Paul R. Renken has worked for Advintro, Investsuite, Yourstake, Folio Investing, and Tradeweb.

How can I contact Paul R. Renken?

You can use AeroLeads to view verified contact signals for Paul R. Renken at Advintro, including work email, phone, and LinkedIn data when available.

What schools did Paul R. Renken attend?

Paul R. Renken holds Bachelor Of Business Administration (B.B.A.), Accounting And Computer Science from University Of St. Thomas.

What skills is Paul R. Renken known for?

Paul R. Renken is listed with skills including Capital Markets, Fixed Income, Alternative Investments, Financial Services, Investment Banking, Portfolio Management, Hedge Funds, and Wealth Management.

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