In October of 2013, Renee joined Heritage Capital as an Administrative Assistant. Since then she has taken over responsibility as Office Manager. In this capacity, Renee performs a variety of administrative and financial duties as well as efficiently handling all client needs. She’s great at making sure our clients have the information they need to stay informed about their investments.
Renee is responsible for managing the back office of Heritage Capital. This includes generating a variety of reports and managing daily, monthly, quarterly and annual reconciliations. She also handles new account openings, transfers, and takes care of other client requests.
Renee is an enthusiastic and innovative professional with extensive experience. In addition to graduating from Dean College with an Associate in Science degree, she has held various positions at companies including MicroGeneSys, Valley Medical Supply, and OASIS Training.
In addition to her work managing the Heritage Capital office, Renee enjoys being a mother, avid pool player and spending time with family and friends.