Alison Renvyle, CFP®
Critic · DISC type CAlison Renvyle is a Vice President and Wealth Planner at Neuberger Berman, leveraging experience from former roles at J. P. Morgan Private Bank and RMB Capital. She holds a Bachelor of Science from the University of Rhode Islands College of Business and has Series 7 and 63 certifications.
Alison is involved in philanthropy, supporting organizations that empower underserved communities and students. A former varsity lacrosse player in high school, she channels her leadership skills by serving as a champion for charitable events in New York.
She is an Event Champion and donor for Greenhouse Scholars, an organization focused on creating a community of leaders.
Read the full overview →How Alison shows up
They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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