Renee Sherman
Financial Services Professional
- Role
- Founding Member, Vice President and Treasurer at Impact100 Newport County
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founding Member, Vice President and Treasurer
Apr 2024 — Present · RI, US
Through collaborative philanthropy, our mission is to build a dynamic and diverse membership of generous women who accelerate positive social change in our community.
Education
Charter Oak State College
Bachelor of Science (BS)
Harvard Business School
Executive Education Program, High Potential Leaders Program
College for Financial Planning
CFP®
Fisher College
Associate of Arts (AA)
Skills
- Chartered Retirement Planning Counselor, Crpc
- Retirement
- Strategic Planning
- Sales Process
- Business Planning
- Chartered Financial Consultant, Chfc
- Coaching & Mentoring
- New Business Development
- Small Business Development
- Business Development
- Certified Financial Planner, Cfp
- Life & Health Insurance Licenses
- Series 7, Series 63, 65, 24, 51
- Team Mentoring
- Business
- Team Leadership
- Leadership
- Exceed Sales Goals
- Retirement Planning
- Business Strategy
- Retirement Solutions
- Strategic Partnerships
- Sales Management
- Leadership Development
- Small Business
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