Renee Bowen Email and Phone Number
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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
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Director Of Operations & ComplianceGirard, A Univest Wealth Division Sep 2017 - PresentSouderton, Pa, UsI 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.
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Director Of Operations & Client ServicesAndres Capital Management Llc Jul 2016 - Sep 2017Edgemont, Pa, UsAndres 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. -
Vice PresidentState Street Jun 2012 - May 2016Boston, Massachusetts, UsEntrusted 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. -
Vice President, Financial Operations - Sma OutsourcingPershing, A Bny Mellon Company Nov 1999 - Nov 2011Jersey City, New Jersey, UsOperational 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. -
Sr. Director And Sr. Vice PresidentPnc Investments Mar 2005 - Jul 2010Pittsburgh, Pennsylvania, UsPNC Investments was purchased by Pershing, a BNY Mellon company July 2010. -
DirectorAdvisorport 1999 - 2005UsADVISORport was purchased by PNC. -
SupervisorDelaware Investments 1994 - 1999
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Wrap Associate1838 Investment Advisors 1994 - 1996
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Closed End Fund SpecialistRaymond James Financial 1990 - 1994
Renee Bowen Skills
Renee Bowen Education Details
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Temple UniversityGeneral
Frequently Asked Questions about Renee Bowen
What company does Renee Bowen work for?
Renee Bowen works for Girard, A Univest Wealth Division
What is Renee Bowen's role at the current company?
Renee Bowen's current role is Vice President: Financial Operations.
What is Renee Bowen's email address?
Renee Bowen's email address is re****@****zon.net
What schools did Renee Bowen attend?
Renee Bowen attended Temple University.
What skills is Renee Bowen known for?
Renee Bowen has skills like Mutual Funds, Risk Management, Asset Management, Investments, Fixed Income, Process Improvement, Managing Accounts, Series 7, Business Analysis, Financial Services, Account Reconciliation, Etfs.
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