Glen White Email & Phone Number
Managing Member
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Glen White Location
- Lehi, UT, US
Glen White Work
- 2010 -now Managing Member @ Concenza, LLC
- 2025 -2026 Technical Lead - Consulting @ Coldstream Capital Partners
- 2017 -2026 Shareholder @ Coldstream Holdings, Inc.
- 2023 -2025 Technical Lead - Consulting @
- 2017 -2023 Managing Director and Lead Analyst @
- 2018 -2021 Director of Wealth Planning @
- 2012 -2017 Chief Operating Officer @
- 1994 -2012 Principal @
- 1991 -1994 Sr. Analyst @ Capital Analysts Northwest
- 1988 -1991 Analyst @ Capital Analysts Northwest
Glen White Education
- Golden Gate University
Master Of Science
1995 - Brigham Young University
Bachelor Of Science (Counseling)
1988
Glen White Skills
- Financial Modeling
- Business
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Employment
- HR Policies
- IT Management
- Financial Analysis
- Corporate Finance
- Management
- Private Companies
- Corporate Governance
- Estate Planning
- Tax Law
- Income Tax
- Corporate Tax
- IT Security Policies
- Due Diligence
- Risk Management
- Executive Management
- Managerial Finance
- Private Equity
- Investments
- Banking
- Alternative Investments
- 401k
- Business Strategy
- Accounting
- Portfolio Management
- Business Planning
- Insurance
- Capital Markets
- Venture Capital
- Securities
- Analysis
- Succession Planning
- Series 7
- Hedge Funds
- Investment Management
- Finance
- Mergers & Acquisitions
- Investment Strategies
- Mutual Funds
- Asset Allocation
- Change Management
- Competitive Analysis
- Corporate Law
- Investment Advisory
- Small Business
Glen White Summary
- Glen White, based in Lehi, UT, US, is currently a Managing Member at Concenza, LLC. Glen White brings experience from previous roles at Coldstream Capital Partners, Coldstream Holdings, Inc. and The Rainier Group. Glen White holds a Master Of Science @ Golden Gate University. With a robust skill set that includes Financial Modeling, Business, Retirement Planning, Wealth Management, Strategic Financial Planning and more. Glen White has 2 emails and 4 mobile phone numbers on RocketReach.
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