Renee P. Email
Senior Wealth Advisor @ Mercer Advisors
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Renee P. Location
- Boulder, CO, US
Renee P. Work
- 2025 -now Senior Wealth Advisor @
- 2022 -2025 Wealth Advisor @
- 2021 -2022 Associate Wealth Advisor @
- 2020 -2021 Financial Planner @
- 2020 -2020 Associate Planner @
- 2019 -2020 Client Associate @
- 2018 -2019 Associate Financial Advisor @ Confluence Financial Advisors LLC
- 2016 -2019 Client Service Specialist @ Confluence Financial Advisors LLC
- 2016 -2018 Office Manager @ Confluence Financial Advisors LLC
- 2015 -2016 Medical Receptionist @
- 2013 -2014 Dancer @ BalletFleming
- 2012 -2013 Patron and Student Services Assistant @ Ballet Nouveau Colorado
- 2012 -2013 Ballet Teacher @ Ballet Nouveau Colorado
Renee P. Education
- College for Financial Planning
CFP Educational Program
2017-2019 - University of Oklahoma
Bachelor of Fine Arts (BFA) (Ballet performance major, Mathematics minor)
2007-2011
Renee P. Summary
- Renee P., based in Boulder, CO, US, is currently a Senior Wealth Advisor at Mercer Advisors. Renee P. brings experience from previous roles at Mercer Advisors. Renee P. holds a 2017 - 2019 CFP Educational Program @ College for Financial Planning. Renee P. has 1 emails on RocketReach.
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