Drew Rendleman
Director Of Client Services at Leslie Anderson CPA, P.C.
- Role
- Director of Client Services at Fair Isle Advisors
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Director of Client Services
Jun 2019 — Present
Education
Virginia Tech
Bachelor of Science (B.S.) in Business, Finance, General
2000 — 2004
Skills
- Wealth Management Services
- Asset Allocation
- Risk Management Strategies
- Relationship Management
- Wealth Preservation Strategies
- Retirement
- Investments
- Financial Services
- Securities
- Insurance
- Multigenerational Wealth Transfer Strategies
- Estate Investment Strategies
- Deferred Compensation Plans
- Financial Advisory
- Investment Strategies
- Stock Due Diligence
- 401k Rollovers
- Retirement Plan Consulting
- Customer Service
- Retirement Savings
- Tax Efficient Strategies
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