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Renee M Caputi

from Brooksville, FL
Age ~53

Renee Caputi Phones & Addresses

  • Brooksville, FL
  • Southwest Ranches, FL
  • Amherst, NY
  • Buffalo, NY
  • Grand Island, NY
  • New Berlin, WI
  • Greensboro, NC
  • East Aurora, NY
  • 18900 SW 61St Mnr, Southwest Ranches, FL 33332 (716) 474-2098

Work

Company: Wells Fargo Private Bank Address: 350 E Las Olas Blvd Ste 1900, Fort Lauderdale, FL 33301

Education

School / High School: Suny Buffalo

Ranks

Licence: New York - Currently registered Date: 2007

Professional Records

Lawyers & Attorneys

Renee Caputi Photo 1

Renee M. Caputi, Fort Lauderdale FL - Lawyer

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Address:
Wells Fargo Private Bank
350 E Las Olas Blvd Ste 1900, Fort Lauderdale, FL 33301
(305) 619-9356 (Office)
Licenses:
New York - Currently registered 2007
Education:
Suny Buffalo
Renee Caputi Photo 2

Renee Caputi - Lawyer

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ISLN:
922734618
Admitted:
2007

Resumes

Resumes

Renee Caputi Photo 3

Sr. Wealth Planning Strategist, Wells Fargo Private Bank Andco-Founder At Earlyshares.com, Inc

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Position:
Co-Founder at EarlyShares.com Inc, Senior Wealth Planning Strategist at Wells Fargo Private Bank
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work:
EarlyShares.com Inc - Miami/Fort Lauderdale Area since Nov 2011
Co-Founder

Wells Fargo Private Bank - Miami/Fort Lauderdlae, FL since Jul 2010
Senior Wealth Planning Strategist

HSBC Securities Mar 2006 - Jul 2010
Premier International Wealth Manager

HSBC Bank USA - National Responsibility Mar 2006 - Feb 2008
Regulated Sales Manager,Training

H&V Financial Services, Inc. - Buffalo, NY Jun 1988 - Mar 2006
Financial Planner, Compliance Manager
Education:
Thomas Jefferson School of Law 2007 - 2009
LLM, International Taxation & Wealth Management
State University of New York at Buffalo - Law School 2001 - 2004
Juris Doctorate, Law
Queens University of Charlotte 1992 - 1994
MBA, Business
State University of New York College at Fredonia 1988 - 1991
BS, Business, Finance, Economics
Awards:
Concord Elite Chairman's Club 2011
Wells fargo Wealth Management
Top 1% performers
Concord Elite President's Club 2012
Wells Fargo Wealth Management
Top 3% performers
Renee Caputi Photo 4

President

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Location:
Fort Lauderdale, FL
Industry:
Financial Services
Work:
Red Castle Manufacturing
President

Wells Fargo Jan 2014 - Nov 2016
Wealth Advisor, Senior Vice President

Enhanced Solutions Advisors Jan 2014 - Nov 2016
Founder and Chief Executive Officer

Wells Fargo Jul 2010 - Jan 2014
Senior Wealth Planning Strategist

Earlyshares.com Nov 2011 - Nov 2011
Co-Founder
Education:
Thomas Jefferson School of Law 2007 - 2009
Masters, Master of Laws, Banking, Management
State University of New York at Buffalo - Law School 2001 - 2004
Doctor of Jurisprudence, Doctorates, Law
Queens University of Charlotte 1992 - 1994
Master of Business Administration, Masters, Business
State University of New York at Fredonia 1988 - 1991
Bachelors, Bachelor of Science, Economics, Business, Business Finance, Finance
Skills:
Estate Planning
Tax
Wealth Management
Wealth
Financial Advisory
Banking
Strategic Financial Planning
Start Ups
Financial Planners
Series 7
High Net Worth Individuals
Wealth Management Services
Finance
Investments
Securities
Portfolio Management
Retirement Planning
Private Equity
Investment Advisory
Mutual Funds
Asset Management
Due Diligence
Equities
Alternative Investments
Investment Strategies
Financial Services
Hedge Funds
Mergers
Financial Analysis
Private Banking
Asset Allocation
Venture Capital
Financial Markets
Capital Markets
Consulting
Insurance
Retirement
Series 63
Executive Management
Trusts
Relationship Management
Investment Management
Funding
Entrepreneurship
Finra
Financial Planning
Interests:
Arts and Culture

Business Records

Name / Title
Company / Classification
Phones & Addresses
Renee M. Caputi
Chairman, Corporate Counsel/Legal
PRAXIIS, LLC
Business Consulting Services
701 Seneca St STE 200, Buffalo, NY 14210
5266 Seneca St, Buffalo, NY 14224
(716) 675-6001
Renee M. Caputi
Managing
Wopaho Holdings, LLC
18900 SW 61 Mnr, Fort Lauderdale, FL 33332
Renee Caputi
Secretary, Treasurer
Earlyshares.Com LLC
Pension, Health, and Welfare Funds, Nsk · Pension/Health/Welfare Fund
1200 Brickell Ave, Miami, FL 33131
6478 NW 113 Pl, Miami, FL 33178
(305) 755-9410
Renee M Caputi from Brooksville, FL, age ~53 Get Report