Renee Shew, CEBS CRPS

Experience

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  Marbury Wealth Management

  Apr 2000 - Jul 2001

  Financial Analyst

  As a Financial Analyst, Renee worked for a financial planning firm called Halcyon Financial Advisors, which later became Marbury Wealth Management. She worked with high net worth clients developing financial portfolios which included estate, investment management and retirement planning. She also established insurance needs, cash flow management policies and worked with clients on when to buy and sell employer stock options. Responsible for the preparation of quarterly account statements, researching individual stocks for purchase and preparing reports. Show less

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  Mutual of America Financial Group

  Jul 2001 - Nov 2015

  Renee was responsible for managing the sales & service field operations valued at $465 million in client assets in the DC Metro area, including select areas of Maryland and Virginia. Her responsibilities included coaching and guiding 5 sales and 4 service representatives and one office administrative assistant.Renee's specialties include comparative analysis of retirement plan vendors, services, investments, fees & plan administration, retirement plan design, implementation, plan transfer from current vendor to successor vendor. She is knowledgeable with legislative initiatives, DOL regulations, Title I of ERISA, fiduciary responsibility & the Internal Revenue Code. Show less

  • Vice President, Washington DC Regional Field Office

    Apr 2009 - Nov 2015

  • Regional Vice President, Baltimore Regional Field Office

    Jan 2006 - Apr 2009

  • Account Executive, Pittsburgh Regional Field Office

    Jul 2001 - Dec 2005
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  Mutual of America Financial Group

  Jan 2017 - now

  As a high-level, national relationship manager, Renee develops and collaborates with leading industry Associations with a focus on the Association's mission and membership outreach, to create business opportunities and increase the growth of the sales pipeline.Renee is currently building and developing a national sales vertical in the mental health industry. She is partnering with the National Council for Mental Wellbeing, where her Company's footprint is valued at $1.2 billion in AUM.Renee also leads other major national markets, collectively valued at $1.533 billion, such as Meals on Wheels America, Vision Serve Alliance and Social Current.From 2019-2021, under Renee's leadership, she developed the Federally Qualified Health Center (FQHC) vertical to a value of $1.1 billion in AUM.Mutual of America has many unique, long-term relationships that are nationally broad-based Non-Profit Organizations and For-Profit Companies. Using large economies of scale, Mutual of America is able to support an Alliance, National Trade, Professional or State Association with the opportunity to enrich their membership benefits and services offered to their Members, Chapters, Agencies, Councils and/or Affiliates in the form of group and individual retirement plan products and related services. Enhancing these membership packages can attract new members, improve overall group purchasing power, drive up membership revenue, deepen membership experience, increase loyalty, boost name-branding, heighten business connections and the sharing of ideas and best practices.Some of Renee's portfolio includes creating numerous touch points across multiple national verticals via value-added webinar content and tracking those results. Show less

  • Vice President, National Accounts

    Nov 2015 - now

  • Vice President, National Accounts

    Jan 2017 - Jan 2017