Renee Caputi is a eficient expert, working in Red Castle Manufacturing on the position of President since 2020. This expert has earned professional experience in more than 16 positions at various companies. Renee Caputi went to the Thomas Jefferson School of Law and received education there from 2007 to 2009. Miami, Florida is the area, where this expert was lastly known to settle. This expert's email address and phone number are accessed through this website on demand.
Name variants:
Renee Caputi
Contact Information
Last Update
Feb 1, 2016
Email
re**@roadrunner.com, re**@wellsfargo.com
Location
Miami, FL
Company
Red Castle Manufacturing
Workplace
President
Work History
Wealth Advisor, Senior Vice President
420 Montgomery St, San Francisco, CA 94129
Jan 2014 — Nov 2016
Co-Founder
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Nov 2011 — Nov 2011
Co-Founder
Miami/Fort Lauderdale Area
Fund your Passion! EarlyShares is the crowdfunding platform
where small investments ignite big ideas.
EarlyShares is an Equity & Rewards based Crowdfunding platform that helps entrepren...
from Nov 2011
Senior Wealth Planning Strategist
420 Montgomery St, San Francisco, CA 94129
Jul 2010 — Jan 2014
Senior Wealth Planning Strategist
Miami/Fort Lauderdlae, FL
• Drive wealth planning activities in market and across the planning continuum in support of business development, client management and relationship expansion.
• Responsible for leading th...
from Jul 2010
Premier International Wealth Manager
▪ Serve as team leader in the delivery of consulting, cross-border financial planning and coordinating overall sales process for high net-worth individuals with international needs. Expand r...
Mar 2006 — Jul 2010
Regulated Sales Manager,Training
National Responsibility
• Tapped to develop relationships with the HSBC Securities Operation, Compliance, and the HSBC Wealth Management staff with the goal of being the training team of choice.
• Instructional de...
Mar 2006 — Feb 2008
Financial Planner, Compliance Manager
Buffalo, NY
• Coordinated design and release of marketing materials and client educational brochures.
- Developed compliance procedures and efficient monitoring techniques for the company to ensure acti...
Jun 1988 — Mar 2006
Financial Planner, Compliance Manager
Coordinated design and release of marketing materials and client educational brochures.
Developed compliance procedures and efficient monitoring techniques for the company to ensure activi...
Jun 1988 — Mar 2006
Education
2007 — 2009
1992 — 1994
1988 — 1991
1988 — 1991
Occupations
Executive
Co-Founder
Accountant
Finance and Accounting Specialist
Advisor
Sport Trainer
Sports Trainer
Managers
Founder
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sports Trainers
Skills
Estate Planning
Tax
Wealth Management
Wealth
Financial Advisory
Banking
Strategic Financial Planning
Start Ups
Financial Planners
Series 7
High Net Worth Individuals
Wealth Management Services
Finance
Investments
Securities
Portfolio Management
Retirement Planning
Private Equity
Investment Advisory
Mutual Funds
Asset Management
Due Diligence
Equities
Alternative Investments
Investment Strategies
Financial Services
Hedge Funds
Mergers
Financial Analysis
Private Banking
Asset Allocation
Venture Capital
Financial Markets
Capital Markets
Consulting
Insurance
Retirement
Series 63
Executive Management
Trusts
Relationship Management
Investment Management
Funding
Entrepreneurship
Finra
Financial Planning