Assistant Vice President, Operations
Rene has over 20 years experience in the financial services industry. She began her career at Morgan Stanley where she was a Senior Client Service Associate. Rene was born and raised in the Bay Area where she attended Holy Names High School and Diablo Valley College. Rene enjoys everything outdoors like camping, off-roading, hunting, and many other activities. Rene’s greatest joy is her dogs, and spending time in the mountains. Rene holds her FINRA Series 99 and is working towards her FINRA Series 7 license.