Renee Mrosowski

Director, Institutional Service

Since 2018, Renee Mrosowski has been working in Leafhouse Financial Advisors, Llc located 1, 1. This person is a proficient Director, Institutional Service with over 33 years of work experience. According to Renee's resume and work profile, the professional has worked at more than eight places with diverse backgrounds and gained different skills. Renee attended school at the The University of Alabama from 2000 to 2002. Renee has professional certification in Uniform Investment Adviser Law Examination (Series 65). Renee Mrosowski can be found in Mobile, Alabama – where this professional currently lives. You can search for Renee Mrosowski's email address and number. We can also provide you with additional contact information upon request.
Name variants:
Renee Mrosowski
Last updated Jan 31, 2024

Contact Information

Last Update
Jul 12, 2022
Email
re**@newportgroup.com, rm**@newportgroup.com
Location
Mobile, AL

Workplace

LeafHouse Financial Advisors, LLC.
Director, Institutional Service

Austin, TX

Industry

Financial Services

Work History

Director, Institutional Service

6504 Bridge Point Pkwy SUITE 450, Austin, TX 78730
from May 2018

Relationship Manager

1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
Oct 2012 — Apr 2018

Literacy Tutor

2440 Gordon Smith Dr, Mobile, AL 36617
Aug 2014 — Jan 2015

Independent Contractor

500 south Buena Vista St, Burbank, CA 91505
Perform Onsite Market Research
Aug 1998 — Aug 2014

Senior Trading Specialist

1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
Sep 2004 — Oct 2012

Adjunct Communications Instructor

4000 Dauphin St, Mobile, AL 36608
Aug 2003 — May 2004

Call Center Representative

307 University Blvd north, Mobile, AL 36608
Mar 2003 — Mar 2004

Visual Journalism Fellow

801 3Rd St south, St Petersburg, FL 33701
Jun 2002 — Jul 2002

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service

Skills

401K
Mutual Funds
Retirement
Relationship Management
Microsoft Excel
Retirement Planning
Customer Service
Financial Services
Process Improvement
Team Building
Investments
Business Analysis
Employee Benefits
Microsoft Office
Account Management
Asset Allocation
Pensions
Wealth Management
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