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Advintro helps fintech’s scale. We will provide you with high-quality introductions…
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It’s a wrap! Almost 31 years at Orion has come to an end. It was time for the next leg in my career. I’m so grateful for the Orion team! what a…
It’s a wrap! Almost 31 years at Orion has come to an end. It was time for the next leg in my career. I’m so grateful for the Orion team! what a…
Liked by Paul R. Renken
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I had the honor of representing Aleta – a next-generation wealth platform in London at Family Wealth Report’s "Wealth for Good Awards”, where we won…
I had the honor of representing Aleta – a next-generation wealth platform in London at Family Wealth Report’s "Wealth for Good Awards”, where we won…
Liked by Paul R. Renken
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Licenses & Certifications
Projects
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Financial Wellness
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Expand the awareness and usage of the industries leading financial calculator company. Pioneer the adoption of their new financial stability or financial wellness platform.
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Portfolio Analytics
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Create the industry leading fixed income portfolio solutions software. Offers deep portfolio analytics tied to liquidity.
More activity by Paul R.
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Congrats to the YourStake team on the deal with Apex. We have been working with Yourstake since inception and are very impressed with their recently…
Congrats to the YourStake team on the deal with Apex. We have been working with Yourstake since inception and are very impressed with their recently…
Liked by Paul R. Renken
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Yesterday, I had the pleasure of visiting our Buenos Aires office. It was an inspiring experience to meet many talented new team members and…
Yesterday, I had the pleasure of visiting our Buenos Aires office. It was an inspiring experience to meet many talented new team members and…
Liked by Paul R. Renken
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Day 1: set up, meetings, reception at Morningstar for #FinTech community. Awesome! Lawrence Johnson hosted a small group of FinTech leaders from…
Day 1: set up, meetings, reception at Morningstar for #FinTech community. Awesome! Lawrence Johnson hosted a small group of FinTech leaders from…
Liked by Paul R. Renken
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Magic happens when our partners and clients get together in person! Another year of fantastic growth for partnerships at #MICUS. Thanks to everyone…
Magic happens when our partners and clients get together in person! Another year of fantastic growth for partnerships at #MICUS. Thanks to everyone…
Liked by Paul R. Renken
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Great to spend time with the wonderful people at LPL Financial, along with a team from Hearsay at the LPL Fort Mills, SC campus this week. What a…
Great to spend time with the wonderful people at LPL Financial, along with a team from Hearsay at the LPL Fort Mills, SC campus this week. What a…
Liked by Paul R. Renken
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We're excited to share that our C.E.O., Margaret J. Hartigan, has been awarded the prestigious Women in Technology (W.I.T.) Award during this year's…
We're excited to share that our C.E.O., Margaret J. Hartigan, has been awarded the prestigious Women in Technology (W.I.T.) Award during this year's…
Liked by Paul R. Renken
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Last Friday, my team of advisors along with other management teams in the Bishof organization at Equitable Advisors volunteered at the Community…
Last Friday, my team of advisors along with other management teams in the Bishof organization at Equitable Advisors volunteered at the Community…
Liked by Paul R. Renken
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Reminiscing with family this evening about the legendary Bill Walton, and just found this photo back stage with him right before his keynote at…
Reminiscing with family this evening about the legendary Bill Walton, and just found this photo back stage with him right before his keynote at…
Liked by Paul R. Renken
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I recently had the opportunity to speak with Josh Welsh with InvestmentNews on how #AI is creating massive time savings for advisors. As I see it…
I recently had the opportunity to speak with Josh Welsh with InvestmentNews on how #AI is creating massive time savings for advisors. As I see it…
Liked by Paul R. Renken
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Congratulations to Oasis Experiences on their recent acquisition of Diversified Marine Services! We are proud of the team and excited about this…
Congratulations to Oasis Experiences on their recent acquisition of Diversified Marine Services! We are proud of the team and excited about this…
Liked by Paul R. Renken
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GenAI is making waves in the M&A industry, with great use cases in Wealth Management for improved deal due-diligence and faster realization of…
GenAI is making waves in the M&A industry, with great use cases in Wealth Management for improved deal due-diligence and faster realization of…
Liked by Paul R. Renken
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College graduation!! All done with college tuition for child #1. Congrats Charles!! Four incredible years at the idyllic Williams College: -…
College graduation!! All done with college tuition for child #1. Congrats Charles!! Four incredible years at the idyllic Williams College: -…
Liked by Paul R. Renken
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