Mike Branch, CFP® -- Focus Financial |
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Jean RennerClient Services Manager
Phone: 651-379-3936 As Client Services Manager, Jean's primary responsibilities include overseeing the administrative and compliance functions of our practice. She is the person who sets up new accounts, follows up on account transfers and new business, and ensures that the administrative function of the practice runs smoothly and in compliance with Focus Financial, Royal Alliance and FINRA standards. Jean also has extensive client service contact and frequently interacts with new and existing clients to schedule appointments, update client data, and follow up on client service requests. Jean and her family live in Shoreview, MN.
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2665 Long Lake Road #270 Phone: 651-379-3935 |
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates.
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