Renee Kumar Email & Phone Number

Primary support person for two Financial Advisors with client assets of $200 million.Responsible for all aspects of client support including: new account opening and maintenance; production of performance reports and account reviews; cash management (i.e. internal journals, money market purchases/sales); problem resolution.Liaison between office support operations, Financial Advisors and clients.Handle all types of asset transfers (i.e. ACAT, DTC, ACH, Fed Wire, DRS and physical certificates).Branch Coach for previous two years.

Manager of ladies better sportswear, moderate sportswear, petites and juniors.Assumed responsibility for annual sales volume exceeding 5 million dollars, and achieving sales increases over previous year's earnings.Performed hiring, scheduling and staff development using formatted training and performance incentives.

Developed client files and expedited inventory check-in, control and transfers.Pacesetter Award Winner 1993, 1992

Bachelor Of Science, Fashion Merchandising

Education record