Profil
Ms. Renee T.
Szu is a President & Senior Analyst at WESPAC Advisors LLC.
In addition to building and sustaining a growing organization’s challenging demands, her primary focus has been on the administration and operation of daily valued defined contribution plans.
Her broad experience in the daily recordkeeping environment includes general operations support, data conversion, systems conversion, plan implementation/conversion, and omnibus trust reconciliation.
Her ease and expertise across multiple platforms places her among the most technologically proficient of pension professionals.
She received her BA in Accounting and a minor in Computer Science, she completed her postgraduate studies at Cal.
State University-Hayward with an MBA in Finance.
Postes actifs de Renee Tailing Szu
| Sociétés | Poste | Début |
|---|---|---|
WESPAC Advisors LLC
 WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | President | 01/01/1981 |
Formation de Renee Tailing Szu
| The California State University | Masters Business Admin |
| Feng Chia University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
