Renee Newcomer, CIA, CAMS

[email protected]

303.647.3814

After graduating from Colorado State University, Renee moved into the Denver area and began her career at OppenheimerFunds, Inc. Starting as a Client Services representative she learned the ins and outs of the financial industry. After a few years in Client Services, she landed in the Internal Audit department for the next 20 years and found her passion for compliance and gained a thorough understanding of the importance of internal controls. In 2019, Invesco purchased OppenheimerFunds, Inc. and while a door was closed another door opened and Renee joined the family at MorganRosel Wealth Management as the Operations and Compliance Manager working to promote compliance and adherence to all regulatory requirements of the firm.

 

Renee and her husband, David, and teen daughter, Makenzie, enjoy all things outdoors; skiing, hiking, running, biking, and camping. They also love to share their travel bug with Makenzie with past trips including sailing in the Grenadines, skiing in Utah, road trips in Switzerland and Italy.

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