Glenn Brown Location
Boston, MA, US
Glenn Brown Work
- 2017 - now Founder and Principal @ PlanDynamic
- 2017 - now Member @ XY Planning Network
- 2018 - now Member @ National Association of Personal Financial Advisors
- 2013 - 2017 Managing Director @ Windhaven Investment Management, Inc.
- 2011 - 2013 Business Development Officer @ Schwab Advisor Services
- 2008 - 2010 Vice President - Retirement Solutions @ Bank of America Merrill Lynch
- 2006 - 2008 Product Marketing Manager @ Columbia Threadneedle Investments
- 2005 - 2006 Client Manager - Global Wealth and Investment Management (GWIM) @ Bank of America
- 2002 - 2005 Financial Advisor @ Sovereign Bancorp
- 1998 - 2002 Financial Consultant @ Charles Schwab
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
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 at PlanDynamic
Boston, MA, US42
Top PlanDynamic Employees
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Glenn Brown
Founder and Principal at PlanDynamic
Boston, MA, US42
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