Stephen Rennard Email & Phone Number
Partner @ myCIO Wealth Partners
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Stephen Rennard Location
- Philadelphia, PA, US
Stephen Rennard Work
- Partner @ (January 2022 - Present)
- Financial Advisor, Senior Manager @ (January 2016 - December 2021)
- Financial Advisor, Manager @ (January 2013 - December 2015)
- Financial Analyst @ (December 2008 - December 2012)
- Junior Analyst Co-op @ LBC Credit Partners (September 2006 - March 2007)
- Associate Marketing Manager Co-op @ (September 2005 - March 2006)
- Junior Sales Representative @ Dorland Healthcare Information (September 2004 - March 2005)
Stephen Rennard Education
- Certified Financial Planner Board of Standards
Certified Financial Planner (CFP®) Certification (Financial Planning and Services)
2011-2012 - Temple University
Certificate of Financial Planning (Financial Planning and Services)
2011-2012 - Drexel University
Bachelor of Science (Finance)
2003-2008 - Drexel University's LeBow College of Business
Bachelor of Science (Finance)
2003-2008 - SeaMester
British Virgin Islands Navigation & Sailing Program (Navigation)
2008-2008 - Foundation for International Education
Semester in London Study Abroad Program (International Business)
2006-2006
Stephen Rennard Skills
- Alternative Investments
- Analysis
- Asset Allocation
- Bloomberg
- Certified Financial Planner
- Competitive Analysis
- Deferred Compensation
- Estate Planning
- Executive Compensation Planning
- Finance
- Financial Analysis
- Financial Modeling
- Financial Risk
- Income Tax
- Investment Advisory
- Investment Strategies
- Investments
- Management
- Marketing
- Mutual Funds
- Portfolio Management
- Private Equity
- Retirement Planning
- Strengthening Client Relationships
- Tax Efficiency
- Valuation
Stephen Rennard Summary
- Stephen Rennard, based in Philadelphia, PA, US, is currently a Partner at myCIO Wealth Partners. Stephen Rennard brings experience from previous roles at myCIO Wealth Partners and LBC Credit Partners. Stephen Rennard holds a 2011 - 2012 Certified Financial Planner (CFP®) Certification in Financial Planning and Services @ Certified Financial Planner Board of Standards. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation, Bloomberg, Certified Financial Planner and more. Stephen Rennard has 2 emails and 1 mobile phone numbers on RocketReach.
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