Renee Tailing Szu

Ms. Renee T.
Szu is a President & Senior Analyst at WESPAC Advisors LLC.
In addition to building and sustaining a growing organization’s challenging demands, her primary focus has been on the administration and operation of daily valued defined contribution plans.
Her broad experience in the daily recordkeeping environment includes general operations support, data conversion, systems conversion, plan implementation/conversion, and omnibus trust reconciliation.
Her ease and expertise across multiple platforms places her among the most technologically proficient of pension professionals.
She received her BA in Accounting and a minor in Computer Science, she completed her postgraduate studies at Cal.
State University-Hayward with an MBA in Finance.