Glenn Brown Email & Phone Number
Founder and Principal @ PlanDynamic
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Glenn Brown Location
- Boston, MA, US
Glenn Brown Work
- Founder and Principal @ (January 2017 - Present)
- Member @ XY Planning Network (January 2017 - Present)
- Member @ (January 2018 - Present)
- Managing Director @ (January 2013 - January 2017)
- Business Development Officer @ (January 2011 - January 2013)
- Vice President - Retirement Solutions @ (January 2008 - January 2010)
- Product Marketing Manager @ (January 2006 - January 2008)
- Client Manager - Global Wealth and Investment Management (GWIM) @ (January 2005 - January 2006)
- Financial Advisor @ Sovereign Bancorp (January 2002 - January 2005)
- Financial Consultant @ (January 1998 - January 2002)
- Relationship Manager - Active Trader, Schwab 500 @ (January 1995 - January 1998)
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
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Glenn Brown
Founder and Principal
Boston, MA, US
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