Client Service Associate
Renee joined FPT Services since inception in 2006, providing years of experience in administrative support, customer service, financial services, accounting services, and notary services. She holds a Series 6 registration and serves as a Financial Assistant. In her capacity as a Registered Assistant, she opens and services customer investment accounts, provides information about investment company securities and variable contracts, and provides support to FPT’s investment advisors and management accountants.
In addition to her financial duties, Renee also serves as office manager, human resources supervisor/compliance officer, and event coordinator. She is an invaluable and integral team member involved the decision-making process of the company’s daily operations.
Renee has a genuine interest in serving and meeting the client needs, has true love for helping others, and focuses on providing excellent customer service and advisor support.
Prior to joining FPT Services, Renee worked with the School Board of Brevard County for 18 years as an Administrative Assistant.
Renee was born and raised in California and has lived in Florida since 1987.