Renée Veenendaal *
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Financial Planning Assistant
Renée Veenendaal
Renee Veenendaal Financial Planning Assistant
An experienced veteran in customer service and support, I joined the Phase 3 team in 2020 after several years in the insurance industry. Working in tandem with the advisors, we create portfolio and quarterly investment reports for you. In order to help you be as successful as possible, I work closely with the team providing market research. After hours, I enjoy spending time with my family and working with not-for-profit.
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