Renee Formica in

Renee Formica

Editor · DISC type SC
Portfolio Manager at Peoples Security Bank & Trust Company
📍 Kingston, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Portfolio Manager
Job Level
Middle
Location
Kingston, Pennsylvania, United States
Personality Overview

How Renee shows up

Skeptic
Fact-Driven
Objective Thinker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Priorities

Topics Renee cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2020
Portfolio Manager
Peoples Security Bank & Trust Company
4-2019 - 6-2020
Commercial Services Officer
Peoples Security Bank & Trust Company
7-2018 - 1-2019
Experienced Commercial Lending Assistant
Unemployed at this time
9-2014 - 7-2018
Business Banking Administrative Sales Assistant
Landmark Community Bank
6-2000 - 8-2014
Commercial LendingRelationship Assistant
National Penn
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Accounting and Business Management
Penn Foster
Accounting and Business Administration
Schuylkill Business Institute
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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