Renee is a passionate and driven Colorado native with more than 30 years of experience in the finance industry.
Renee holds licenses for Property & Casual and Life/Health Insurance. Prior to joining Valorem, Renee worked for a high-ranking tech company’s credit union for ten years, and a financial planning firm for eight and a half years as a Managing Director. Renee’s career has been centered around financial services and she brings a wealth of knowledge to Valorem.
As Director of Operations at Valorem, Renee is responsible for the overall operational and service functions of the firm, including compliance policy enforcement and documentation, and management of workflows and processes for Valorem’s team. In addition to this, Renee also handles training, relations with outside partners, and new business paperwork processing. With substantial input into the strategic vision of the department, Renee strives for excellence in service delivery efficiencies and contributes to the development and implementation of organizational strategies, policies, and procedures.
Outside of the office, Renee cares most about her family and faith. Her family reminds her every day of what life is about, and the need to cherish every moment. Renee also loves to travel – especially with her family – and find new adventures to create those lasting memories.