Introduction

Rena Ban oversees our investment advisory operations team and contributes to the development and implementation of departmental policies and practices with the goal of creating the best possible client experience.

Rena has worked in financial services for over 15 years and maintains securities and insurance licenses. Prior to joining Schechter she worked on teams specializing in securities, insurance, and tax preparation. She also worked at Charles Schwab in their Retirement Services Group specializing in both individual and group plans.

Rena has a degree in finance from Western Michigan University, and her hobbies include reading, photography and travel.

Check the background of this investment professional on FINRA’s BrokerCheck.