Glenn Brown Email & Phone Number
Founder and Principal @ PlanDynamic
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Glenn Brown Location
- Boston, MA, US
Glenn Brown Work
- 2017 -now Founder and Principal @
- 2017 -now Member @
- 2018 -now Member @
- 2013 -2017 Managing Director @
- 2011 -2013 Business Development Officer @
- 2008 -2010 Vice President - Retirement Solutions @
- 2006 -2008 Product Marketing Manager @
- 2005 -2006 Client Manager - Global Wealth and Investment Management (GWIM) @
- 2002 -2005 Financial Advisor @ Sovereign Bancorp
- 1998 -2002 Financial Consultant @
- 1995 -1998 Relationship Manager - Active Trader, Schwab 500 @
Glenn Brown Education
- Boston College Carroll School of Management
MBA (Finance, Organization Studies)
2003-2006 - University of New Hampshire
BA (Communications)
1988-1992
Glenn Brown Skills
- Wealth Management
- Comprehensive Planning
- Investment Management
- Financial Planning
- Investments
- Retirement Planning
- Asset Management
- Retirement
- Investment Strategies
- Portfolio Management
- Asset Allocation
- Financial Services
- Finance
- Financial Markets
- Financial Advisory
- Investment Advisory
- Equities
- Mutual Funds
- Customer Relationship Management (CRM)
- Risk Management
- Alternative Investments
- Product Marketing
- Product Management
- Business Development
- Series 63
- Executive Management
- ETFs
- Global Tactical Asset Allocation
- Portfolio Performance Analysis
- Institutional Sales
- Series 65
- Variable Annuities
- Asset Managment
- Registered Investment Advisor
- Custodial Services
- RIA
- Series 9/10
- Series 7
- Life & Health Insurance Licenses
- FINRA
- Customer Relationship Management Crm
- Life and Health Insurance Licenses
- Customer Relationship Management
Glenn Brown Summary
- Glenn Brown, based in Boston, MA, US, is currently a Founder and Principal at PlanDynamic. Glenn Brown brings experience from previous roles at XY Planning Network, National Association of Personal Financial Advisors, Windhaven Investment Management, Inc. and Schwab Advisor Services. Glenn Brown holds a 2003 - 2006 MBA in Finance, Organization Studies @ Boston College Carroll School of Management. With a robust skill set that includes Wealth Management, Comprehensive Planning, Investment Management, Financial Planning, Investments and more. Glenn Brown has 4 emails and 1 mobile phone numbers on RocketReach.
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Glenn Brown
Founder and Principal
Boston, MA, US
Top PlanDynamic Employees
Glenn Brown
Founder and Principal
Boston, MA, US
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