Renee Bowen Email & Phone Number
Director and SVP of Operations and Compliance @ Girard, a Univest Wealth Division
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Renee Bowen Location
- King of Prussia, PA, US
Renee Bowen Work
- 2017 -now Director and SVP of Operations and Compliance @
- 2016 -2017 Director of Operations and Client Services @
- 2012 -2016 Vice President @
- 1999 -2011 Vice President, Financial Operations - SMA Outsourcing @
- 2005 -2010 Sr. Director and Sr. Vice President @
- 1999 -2005 Director @
- 1994 -1999 Supervisor @ Delaware Investments
- 1994 -1996 Wrap Associate @ 1838 Investment Advisors
- 1990 -1994 Closed End Fund Specialist @ Raymond James Financial
Renee Bowen Education
- Temple University 1987-1992
Renee Bowen Skills
- Account Reconciliation
- Operation
- Fixed Income
- Mutual Funds
- ETFs
- Series 7
- Process Improvement
- Bloomberg
- Strategic Planning
- Customer Relations
- Business Analysis
- Managed Accounts
- Risk Management
- Consult on operational best practices
- Trading
- Investments
- Asset Management
- Customer Service
- Hedge Funds
- Managing Accounts
- Portfolio Management
- Finance
- Financial Services
- Securities
Renee Bowen Summary
- Renee Bowen, based in King of Prussia, PA, US, is currently a Director and SVP of Operations and Compliance at Girard, a Univest Wealth Division. Renee Bowen brings experience from previous roles at Andres Capital Management LLC, State Street, Pershing, a BNY Mellon company and PNC Investments. Renee Bowen holds a 1987 - 1992 Temple University. With a robust skill set that includes Account Reconciliation, Operation, Fixed Income, Mutual Funds, ETFs and more. Renee Bowen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Girard, a Univest Wealth Division Employees
Michael Litz
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Gary Brown
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Bill van Sant
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James Colao
Vice President, Wealth Advisor
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Renee Bowen
Director and SVP of Operations and Compliance
King of Prussia, PA, US
William Smith
Senior Vice President, Managing Director of Pension Services
Philadelphia, PA, US
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