Renata I Schindler

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2018
  Citizens Bank
  West Roxbury, MA
• 03/2018 → 07/2022
  Envision Bank
  Braintree, MA
• 02/2020 → Present
  Infinex Investments, Inc.
  Meriden, CT
• 07/2022 → Present
  Watertown Savings Bank
  Watertown, MA

Previous Registrations

• 2016-08-19 → 2018-03-05
  Citizens Securities, Inc.
  W. Roxbury, MA
  Dedham, MA
  Newton, MA
  Norwood, MA

Other Businesses

1.) PUBLIC NOTARY FOR THE STATE OF MA - NOTARIZE BANK DOCUMENTS FOR Watertown Savings Bank CLIENTS. 2.) Real estate License. Yes, investment related. Approx 12 hours per month.. Real estate agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-18
• S63 Uniform Securities Agent State Law Examination
  2015-11-07