Financial Paraplanner Qualified Professional™/Client Service Liaison
Renée graduated from Utica College with a BA in English. Prior to starting with CoughlinGiambrone, LLC, Renée was the administrative assistant for the Syracuse branch of AXA Advisors, LLC. Renée brings her experience from AXA Advisors, attention to detail, work ethic, and focused energy to help the firm in various capacities. In 2011, Renée earned her Financial Paraplanner Qualified Professional™ certification.
Renée enjoys camping, politics, sports, cosmetics, and, most importantly, spending time with her family.
Fun fact about Renée: She and her husband purchased her childhood home and now live there with their three children, Nolan, Sadie and Nashton.
Maria graduated from LeMoyne College in 1996 with a Bachelor of Science degree in Business Administration. She has cultivated a twenty one year career in the financial services industry working for boutique investment firms and a hedge fund of fund company in Boston, MA and Albany, NY. Maria is focused on utilizing her background in operations and client service to support the firm and its investors to create ongoing successes.
Maria enjoys spending time at home with her loved ones, especially her son Anthony. She is most happy cooking and entertaining for friends and family.
Maria's Fun Fact: Maria's favorite place to vacation each summer is Rockport, MA