Ms. Bowen is Director of Client Service and Operations at Andres Capital Management. She has over 25 years of experience serving client needs in the financial services industry. Renee has an extensive background in operational processing and an equally strong understanding of SEC/NASD regulatory issues. She has built a broad network of industry relationships that she utilizes in support of all Andres Capital clients.
Prior to joining Andres Capital Renee was Vice President of State Street Bank & Trust with responsibility for Portfolio Control & Services. In this capacity she implemented an operational infrastructure to successfully support the bank’s risk management analysis.
Subsequent to her tenure at State Street, Renee spent 12 years as Vice President of ADVISORport.com a web-based RIA investment solutions entity. Renee was with the company from inception with responsibility for all operational decisions and implementation as client assets grew to $14 billion.
Earlier in her career, as a member of Delaware Capital Management, Renee played an integral role by operationally supporting the implementation of new products and more than a dozen new distribution relationships. These efforts helped Delaware grow AUM by an estimated $1 billion.
Ms. Bowen earned a Bachelor’s in Business Administration, Cum Laude, from the Temple University Fox School of Business.
Email Renee firstname.lastname@example.org