Renée Fleming Email & Phone Number

South Bend, Indiana Area

I help clients accumulate, preserve and distribute their wealth in a tax sensitive manner. I meet with them regularly so I can stay informed and help them avoid costly wealth management mistakes. I specialize in working primarily with affluent clients who desire assistance with wealth utilization or are a few years from making the transition from accumulation to utilization. My attention to detail has reduced the bank's liability and improved risk management. I also work on foundations and scholarships as well as deliver financial presentations. Building relationships and carefully listening to clients so I can provide a customized, holistic strategy is where I excel.

South Bend, Indiana Area

As a Series 7,63, 66, Life and Health licensed financial advisor, I managed a book of assets greater than $25 million. I managed the other financial advisors in the region and was responsible for increasing opportunities with our retail partners. I also attracted and retained high net worth clients as well as brought in several million in new deposits to the branches through seminars conducted in the community and building relationships with existing clients.

South Bend, Indiana Area

Integral part of the Asset Advisor Group launch in 2005. Prior to launch, referrals from retail banking group were sporadic and revenue was extremely low in my territory. I was able to gain the trust and respect of my retail partners which enabled me to consistently increase qualified referrals. Revenue generated has been in the top quartile on an annual basis. I also, managed the platform financial counselors in my territory and coached them on how to provide quality investment services. Community engagement and involvement through presentations were also vital to my success.

Elkhart, Indiana Area

Developed payment system for ILITs in department to reduce errors in billing and shorten receivable cycle. Reviewed trust documents to reduce bank liability and increase accuracy of administration. Strategized with legal counsel on complex trust accounts most effective way to handle difficult beneficiary situations with minimal conflict. Created a process for trading restricted stock that enabled the department to retain a $60 million client.

South Bend, Indiana Area

I input mutual fund trades from the directed trade line with impeccable accuracy. Provided internal support for Plan sponsors and participants. Also, processed contributions, distributions and loans for non-record keeping Plans. In addition, I calculated investment returns and prepared presentations.

Bachelor Of Science (B.S.), Accounting

Master Of Business Administration (M.B.A.)