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@meetgirard.com
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Renee Bowen is listed as Vice President: Financial Operations at Girard, a Univest Wealth Division, based in King of Prussia, Pennsylvania, United States. AeroLeads shows a work email signal at meetgirard.com and a matched LinkedIn profile for Renee Bowen.
Renee Bowen previously worked as Director of Operations & Compliance at Girard, A Univest Wealth Division and Director of Operations & Client Services at Andres Capital Management Llc. Renee Bowen holds Bachelor'S Degree, Finance, General from Temple University.
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AeroLeads found 1 current-domain work email signal for Renee Bowen. Compare company email patterns before reaching out.
Dynamic, self-accountable and seasoned leader with accomplished track record enabling cost-effective operational scale and exponential growth within investment industry.Creative problem-solver and sound decision maker with a history of developing and managing operational infrastructures. Knowledge of SEC/NASD regulations and progressive financial products (TAMP, SMA, UMA, ETF, Mutual Funds, Fixed Income and Hedge Funds). Strong presentation skills with talent for cultivating long-term business relationships, generating internal/external consensus and maximizing firm value and marketplace positioning. Thrive in fast-paced environment with proven ability to hire, train, motivate and guide high performance teams.Specialties: Operational Scale with a focus on Process Re-engineering for Productivity Enhancements, >Operational support, which includes: Account Opening with appropriate compliance review Account Reconciliation, Trading, Billing & Fee processing>Policy & Procedures Development to include Risk Management, >Employee Management & Development, >Audit Readiness & Participation, >Outsourcing to India>Client & Vendor Relationship Management>New Business Implementation
Listed skills include Mutual Funds, Risk Management, Asset Management, Investments, and 20 others.
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Souderton, Pa, Us
I work with an incredible team devoted to helping all of our Wealth Clients succeed and achieve their financial goals. We specialize in Wealth Planning, Investment Management, and Financial Well Being.
Edgemont, Pa, Us
Andres Capital Management is an independent SEC registered investment advisor specializing in managing U.S fixed income portfolios for institutions, private clients and the advisor community.
Boston, Massachusetts, Us
Entrusted to create, mature and globalize new operational control division within the Investment Management Service (“IMS”) division of State Street Corporation. Portfolio Services is responsible for operational controls spanning all functional responsibilities (trading, reconciliation, performance, pricing, client reporting and billing) and products.Achievements: • Implemented and globally positioned new division to support operational multi-currency functions for IMS division supporting $100 billion+ in middle office services.• Transformed 15 staff of reconciliation analysts to Business Analysts who recommend, implement, interpret, escalate (internally and externally) and trend investment data operational output.• Focused on risk reduction utilizing data mining, exception processing triggers and subject matter expertise to identify issues for review and resolution.• Using span of influence, achieved adoption of new division from all levels within IMS.• Maintained division in London, Boston and Sydney and supported outsourcing to low cost locations.
Jersey City, New Jersey, Us
Operational executive and leader of Registered Investment Advisory firm that developed and launched ADVISORport (www.advisorport.com), the industry’s first Unified Managed Account platform. Currently manager of 3 divisions with staff of 50+ with responsibility for managing all daily functions regarding account servicing, trading and reconciliation.Achievements: • SAS70 non-qualified opinion for all operational units• Successful at establishing scalable and efficient infrastructure for operations and trading from start up organization to current assets of $100B and 360,000 accounts. • Created procedures and policies that enabled continuous adaptation to changing business, legal and audit demands.• Implemented culture of accountability using metrics and controls.• Integrated new technologies for efficiency, process control and improvement.• Participated in leadership meetings to discuss and set corporate agenda and goals.• Continually relied upon to make sound business decisions.• Presented at and participated on various industry roundtable boards, Money Management Institute (MMI) Tech/Ops Standards Committee and Checkfree User Group.
Pittsburgh, Pennsylvania, Us
PNC Investments was purchased by Pershing, a BNY Mellon company July 2010.
Quick answers generated from the profile data available on this page.
Renee Bowen works for Girard, a Univest Wealth Division.
Renee Bowen is listed as Vice President: Financial Operations at Girard, a Univest Wealth Division.
AeroLeads has found 1 work email signal at @meetgirard.com for Renee Bowen at Girard, a Univest Wealth Division.
Renee Bowen is based in King of Prussia, Pennsylvania, United States while working with Girard, a Univest Wealth Division.
Renee Bowen has worked for Girard, A Univest Wealth Division, Andres Capital Management Llc, State Street, Pershing, A Bny Mellon Company, and Pnc Investments.
You can use AeroLeads to view verified contact signals for Renee Bowen at Girard, a Univest Wealth Division, including work email, phone, and LinkedIn data when available.
Renee Bowen holds Bachelor'S Degree, Finance, General from Temple University.
Renee Bowen is listed with skills including Mutual Funds, Risk Management, Asset Management, Investments, Fixed Income, Process Improvement, Managing Accounts, and Series 7.
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