Renee Sousa

Renee Sousa

Domicile State: MA
Phone: 508.990.1583
Fax: 508.993.3810
E-mail:
 

Renee joined Coastal Financial in 2015 as a Financial Assistant.  She is a lifelong resident of New Bedford and comes to Coastal Financial  with over 30 years of experience in the financial services industry.  She began her career in 1983 at New Bedford Five Cents Savings Bank, now known as Santander Bank, where she held various customer service positions.  From there, she went onto Fidelity Investments and Voya Financial Advisors, having served most recently as Sales Assistant.  Renee has her FINRA Series 7, 63 and 66.  Renee is primarily responsible for new business processing and managing client relationships.