Paul R Renken has been working as a Enterprise Relationship Management at Folio Investing since 2019. Additionally, this expert has on-the-job experience at more than 11 companies in the relevant field. Paul has a total work experience of 32+ years. Paul attended school at the University of St. Thomas from 2013 to 2014. This person received the following certifications: Nasd Licenses - Series 7, 24, 53, 63, 66 and 99 and Nasd Licenses - Series 7, 24, 53, 63 and 66. New York, New York is the place where Paul R Renken currently lives. Find this professional's current phone number and email with our search.
Name variants:
Pauly Renken,
Pablo Renken
Last updated Jun 12, 2024
Contact Information
Workplace
Colleagues
Work History
Enterprise Relationship Management
8180 Greensboro Dr SUITE 800, Mclean, VA 22102
from Feb 2019
Founder and Chief Executive Officer
A consulting firm that provides business strategy, business development, sales optimization, financial modeling, acquisition support and transition management consulting services.
May 2018 — Jan 2019
Director - Relationship Manager and Head of Advisor Tools and Portfolio Analytics
1177 Avenue Of The Americas, New York, NY 10036
Provided leadership, sales, business development, management and strategic planning skills.
Client relationship coverage for many leading broker/dealers, RIA and middle market buy side fir...
Jan 2014 — Feb 2018
Vice President - Relationship Management of E*Trade Securities and Executive Vice President of E*Trade Capital Management
Provided sales management, strategic planning, project management, business development and recruiting skills.
Strategically developed and implemented E
TRADE's current wealth management ...
Jan 2006 — Jul 2013
Director of Capital Markets - Harrisdirect
Provided investment banking, capital market and distribution services
Partnered with BMO Investment Banking and Harris Bank to enhance client relationships
specialized in Mining, Oil & Ga...
Jan 2003 — Jan 2006
Director of Capital Markets - Csfbdirect
Worked with CS Technology Group, Investment Banking and Capital Market Groups
Sold alternative investments from CS Asset Management to high net worth investors
Developed and sold corporat...
Jan 2001 — Dec 2002
Director of Capital Markets - Dljdirect
3070 Bristol St #200, Costa Mesa, CA 92626
Provided investment banking, capital market and distribution services
Build and enhance client relationships for the DLJ Investment Banking organization
Sold alternative investments from ...
Mar 1992 — Dec 2000
Founder and Chief Executive Officer
Worked with GE Capital on several companies in their distressed portfolio - Restructured ownership structure and write down $100M in debt
CFO and Controller for a manufacturing firm with o...
Apr 1989 — Mar 1992
Assistant Vice President
Worked with the Wealth Management, Investment Banking, Leasing and Real Estate Divisions
Reviewed and redesigned the general partner's LPs
Assisted the CFO on special projects
Created ad...
Jun 1987 — Apr 1989
Senior Associate
Specialized in the financial services industry
Provided services to the Small Business Development area
Additional certification for Computer Sampling and Modeling
Jun 1984 — Jun 1987
Education
2013 — 2014
1980 — 1984
Occupations
Executive
Co-Founder
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Founder
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Founding Member
Skills
Capital Markets
Fixed Income
Alternative Investments
Financial Services
Investment Banking
Portfolio Management
Hedge Funds
Wealth Management
Series 7
Financial Analysis
Relationship Management
Investments
Equities
Securities
Sales Management
Financial Advisory
Asset Management
Private Equity
Trading
FAQs about Paul R Renken
What's the main profession of Paul R Renken?
This professional's job is Enterprise Relationship Management
What are the profession of The professional?
These person's professions are Executive and Co-Founder
Where does Paul R Renken currently live?
New York, New York is the place where Paul R Renken lives
What is the professional's email?
The expert's email is pa**@etrade.com.
Where did Paul R Renken work?
The expert worked at Folio Investing, Liberty Group Management.
Where has Paul R Renken studied?
Paul studied at the University of St. Thomas from 2013 to 2014.
Are there any certifications, that Paul R Renken has?
The professional received the following certifications: Nasd Licenses - Series 7, 24, 53, 63, 66 and 99 and Nasd Licenses - Series 7, 24, 53, 63 and 66.
Are there any industries, that Paul R Renken is connected to?
This person works in Financial Services industry.