Julie Renner

Senior Digital Product Owner, Digital Solutions at Cetera Financial Group

Role: Senior Digital Product Owner, Digital Solutions at Cetera Financial Group
Location: Canton, OH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Senior Digital Product Owner, Digital Solutions
Cetera Financial Group
Jun 2021 — Present

Education

University of Dayton
Bachelor of Arts (B.A.)
1996 — 2000
Ron Fletcher® Comprehensive Program of Study
Fletcher Pilates® Qualified Teacher
2010 — 2011

Skills

Credit Analysis
Sales
Financial Analysis
Credit Cards
Analytics
Portfolio Management
Retail Banking
Credit
Financial Modeling
Debit Cards
Mergers & Acquisitions
Credit Risk
Customer Retention
Relationship Management
Segmentation
Banking
Cross Selling
Financial Services
Management

Contact information

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Work email
•••••@cetera.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Cetera Financial Group

Financial Services · 2.8K employees · San Diego, California, United States

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. (APP) and The Retirement Planning Group, LLC (“TRPG”), are both SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). Cetera Planning Partners (“CPP”) operates as a doing business as name of TRPG. TRPG and APP currently operate independently. All of the referenced entities are under common ownership.

cetera.com

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Experience

Senior Digital Product Owner, Digital Solutions

Education

University of Dayton

Ron Fletcher® Comprehensive Program of Study

Skills

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