Renee began his career in the Asset Management department of a nationally recognized investment sponsor, managing net-leased retail assets. From there, he became a wholesaler, raising investor equity for 1031 DSTs and non-traded REIT offerings through relationships with Broker-Dealers and Registered Investment Advisors.

After some time as a wholesaler, Renee took his experience working for sponsors and is now a Registered Representative with Great Point Capital, LLC (Member FINRA/SIPC). He is now leveraging his knowledge of investment offerings as he works alongside high net worth investors who are looking for tax-advantaged investment solutions.

Renee holds Financial Industry Regulatory Authority (FINRA) licenses Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent).