BJ Renner
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BJ Renner is a highly experienced professional with over 35 years of financial industry experience. He has a deep understanding of industry regulations, supervisory requirements, and wealth management concepts. BJ is skilled in series 7, wealth management, financial services, investments, and securities. He is based in Georgia and has worked at Merrill Lynch as Director and Senior Market Supervision Manager. He also has experience at Wells Fargo Advisors as Regional Support Center Manager. BJ is known for his ability to manage risk, make sound decisions, and resolve challenging issues.
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About
Over 35 years of financial industry experience with the ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, polices/procedures and wealth management concepts. I enjoy working closely with Financial Advisors and their clients and understand that client relationships are dependent on outstanding service and successful resolution of challenging issues. Currently hold the series 3, 7, 9, 10, 24, 31, 63 and 65 FINRA registrations.
...See MoreWork Experience
director senior market supervision manager at merrill
Financial Services
BJ Renner's Professional Milestones
- director senior market supervision manager at merrill (2011-09-01~): Implementing a robust market supervision strategy to enhance market efficiency and customer engagement.
- Regional Support Center Manager (1986-01-01~2011-08-01): Streamlined operations and increased customer satisfaction through effective team management and proactive problem-solving.
Skill
Series 7
Wealth Management
Financial Services
Investments
Securities
Series 63
Risk Management
Banking
Series 3
Series 9
Series 10
Series 65
Series 24
Mutual Funds
Retirement Planning
Microsoft Excel
Outlook
Financial Analysis
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Other Named BJ Renner
Frequently asked questions
We found 1 BJ Renner's email addresses
We found 1 BJ Renner's phone numbers
BJ Renner's social media include: Linkedin,
BJ Renner works for Merrill Lynch
BJ Renner's role in Merrill Lynch is director senior market supervision manager at merrill
BJ Renner works in the industry of Financial Services
BJ Renner's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
BJ Renner's latest job experience is director senior market supervision manager at merrill at Merrill Lynch