![Renee Tailing Szu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 determines appropriate investment strategies for clients after assessing the client’s investment objectives and risk tolerance. The firm utilizes investment strategies for taxable clients that primarily involve top-down sector rotation and relative strength investing. They invest primarily in equity securities and exchange-traded funds selected primarily on the basis of technical research, yet supported by fundamental research. For self-directed retirement plan clients, WESPAC Advisors primarily selects no-load mutual funds. | President | 01/01/1981 |
Formation de Renee Tailing Szu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors determines appropriate investment strategies for clients after assessing the client’s investment objectives and risk tolerance. The firm utilizes investment strategies for taxable clients that primarily involve top-down sector rotation and relative strength investing. They invest primarily in equity securities and exchange-traded funds selected primarily on the basis of technical research, yet supported by fundamental research. For self-directed retirement plan clients, WESPAC Advisors primarily selects no-load mutual funds. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Feng Chia University
 Feng Chia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
