Director of Client Services & Operations
Renata grew up in New Jersey and moved to the North Carolina/South Carolina area 12 years ago where she started working for Scott Pyle at Wachovia Securities. She has over 30 years’ experience in the financial services industry. Through mergers, acquisitions, and her move, Renata has worked for several firms including Gibraltar Securities, Tucker Anthony, RBC Dain Rauscher, Bear Sterns, Wachovia/Wells Fargo and Raymond James. Some of her past experience has included office manager, administrative support, operations, working on the municipal trading desk, on boarding new financial advisors, and working very closely with branch managers and other Regional Managers.
Renata has two grown children, Andrew and Natalie. She enjoys spending time with her family, and going to the beach.