Renee Laychur

About Renee Laychur

Experienced investment professional and CFA charterholder with a successful work history in the financial services industry and a passion for the profession. Broad and deep understanding of the global economy and financial markets. An outstanding communicator, both verbal and written. Accomplished, experienced, and effective presenter.Wealth Manager | Investment ManagerEmail: r••••••••@icloud.comManaged client and employee relationships for 15+ years. Clients included high net worth families, endowments, foundations, and retirement plans. Extensively involved in the financial planning process. Active in investment strategy and process implementation including model creations. Developed new organic business as well as expanded revenues from the existing client base. Supervised staff of professional and administrative employees which included training mentoring, and regulatory/compliance tasks. Regularly created and delivered a variety of presentations to diverse groups. Able to make complex topics easily understandable. Developed a series of presentations for women investors. Regularly wrote market and investment newsletters. Collaborative leader who is a creative thinker and problem solver. CORE EXPERTISE:• Investment Portfolio Management• Risk Management• Investment Strategy• Women’s Investing• Relationship Management• Financial Planning• Investment Policy Statements• Business Development• Regulatory Compliance• Banking• Communication• Presentations• Team LeadershipACCOMPLISHMENTS:Spearheaded the creation and implementation of a robust investment process that utilized all portfolio management, research, and trading staff in a committee structured environment. Created several successful model portfolios. Additional work included Dividend Income and ESG models.Developed and deployed weekly investment and market newsletter for use with investment clients as well as distributed to all retail and commercial bankers for use with clients and prospects. This piece provided a critical “touchpoint” during the economic shutdown in early 2020.Spoke annually – 2015 to 2019 - at the Fiduciary Education Foundation annual conference. Regularly received superior speaking ratings.Feel free to contact me with interesting opportunities at 57••••••28.

Experience

1. Investment Strategist

   Mid Penn Bank

   Sep 2023 — Present · Harrisburg, PA, US

Education

• William & Mary

  Bachelor of Business Administration (B.B.A.), Management

Skills

• Alternative Investments
• Financial Modeling
• Leadership
• Securities
• Public Speaking
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Hedge Funds
• Asset Management
• Portfolio Management
• Wealth Management
• Equities
• Retirement Planning
• Fixed Income
• Investments
• Financial Services
• Management
• Financial Analysis
• Investment Management