Renee joined First Republic in 2010 and has over 10 years of industry experience. As a Wealth Manager, she works with clients to determine goals and objectives and how First Republic can provide a customized solution for their unique wealth needs. Prior to joining First Republic, Renee worked at Merrill Lynch as a Registered Client Associate and at an independent RIA as a Corporate Services Client Relationship Manager.
Renee advises the Finance Committee for The Soldiers Project and serves as Vice President of Membership and Treasurer for the First Republic Bank Toastmasters team in Century City.
Renee earned her MBA in Financial Planning from California Lutheran University and BA in Sociology and Psychology from the University of San Diego. She is also a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Investment Management AnalystSM.
Wealth Management Experience: Since 2006
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