Drew Rendleman Email & Phone Number
Director Of Client Services @ Fair Isle Advisors
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Drew Rendleman Location
- Greensboro, NC, US
Drew Rendleman Work
- 2019 -now Director Of Client Services @
- 2016 -now Client Services Manager @
- 2013 -now Senior Financial Associate @
- 2007 -2013 Vice President @ The Rendleman Company
- 2004 -2007 Account Executive @ The Rendleman Company
Drew Rendleman Education
- Virginia Tech
Bachelor of Science (B.S.) in Business (Finance, General)
2000-2004
Drew Rendleman Skills
- Insurance
- Financial Services
- 401k Rollovers
- Asset Allocation
- Deferred Compensation Plans
- Estate Investment Strategies
- Financial Advisory
- Investment Strategies
- Investments
- Multigenerational Wealth Transfer Strategies
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Savings
- Risk Management Strategies
- Securities
- Stock Due Diligence
- Tax Efficient Strategies
- Wealth Management Services
- Wealth Preservation Strategies
- Customer Service
- Estate Investment
- Sales
- Deferred Compensation
- Leadership
- Multigenerational
- Marketing
- Retirement Plan
- Microsoft Word
- Wealth Preservation
- Risk Management
- Business Development
- Wealth Management
- Research
Drew Rendleman Summary
- Drew Rendleman, based in Greensboro, NC, US, is currently a Director Of Client Services at Leslie Anderson CPA, P.C.. Drew Rendleman brings experience from previous roles at Leslie Anderson CPA, P.C., Oppenheimer & Co. Inc. and The Rendleman Company. Drew Rendleman holds a 2000 - 2004 Bachelor of Science (B.S.) in Business in Finance, General @ Virginia Tech. With a robust skill set that includes Insurance, Financial Services, 401k Rollovers, Asset Allocation, Deferred Compensation Plans and more. Drew Rendleman has 4 emails and 2 mobile phone numbers on RocketReach.
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Others Named Drew Rendleman
Drew Rendleman
Director Of Client Services
Greensboro, NC, US
Top Fair Isle Advisors Employees
Drew Rendleman
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Raleigh, NC, US
Ann McSwain
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Andrea Sandstrom
Senior Tax Accountant
DeLand, FL, US
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