Renee P. Email
Senior Wealth Advisor @ Mercer Advisors
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Renee P. Location
- Boulder, CO, US
Renee P. Work
- Senior Wealth Advisor @ (April 2025 - Present)
- Wealth Advisor @ (July 2022 - April 2025)
- Associate Wealth Advisor @ (March 2021 - July 2022)
- Financial Planner @ (October 2020 - March 2021)
- Associate Planner @ (February 2020 - October 2020)
- Client Associate @ (March 2019 - February 2020)
- Associate Financial Advisor @ Confluence Financial Advisors LLC (November 2018 - March 2019)
- Client Service Specialist @ Confluence Financial Advisors LLC (May 2016 - March 2019)
- Office Manager @ Confluence Financial Advisors LLC (May 2016 - November 2018)
- Medical Receptionist @ (May 2015 - March 2016)
- Dancer @ BalletFleming (September 2013 - February 2014)
- Patron and Student Services Assistant @ Ballet Nouveau Colorado (August 2012 - January 2013)
- Ballet Teacher @ Ballet Nouveau Colorado (August 2012 - January 2013)
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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Renee P.
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