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Patty Smith
Office Manager
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About me
Client Services Specialist at Renaissance Financial
Education
University of Phoenix
2002 - 2006Bachelor of Science - BS BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Experience
Donna A. Patton, CLU, ChFC
Apr 2004 - Dec 2018Office ManagerPaula Porsch Wealth Management
Feb 2019 - Jan 2020Client Relationship Manager
Renaissance Financial
Apr 2022 - Oct 2023Client Services Specialist
Licenses & Certifications
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of KansasApr 2007
Covid-19 Contact Tracing Johns Hopkins University
Coursera Course CertificatesMay 2020
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