Glenn Carroll Email & Phone Number
Senior Regional Advisor Consultant @ Columbia Threadneedle Investments
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Glenn Carroll Location
- Garden City, NY, US
Glenn Carroll Work
- Senior Regional Advisor Consultant @ (May 2010 - Present)
- Regional Vice President (Greater NY- Westchester and Upstate NY @ RiverSource Investments (May 2008 - May 2010)
- Regional Vice President, Wholesaler @ (January 2007 - November 2008)
- Wholesaler @ (September 2006 - November 2008)
- Regional Sales Consultant @ J.W. Seligman & Co. (January 2006 - January 2007)
- Financial Advisor and Rule 144 Specialist @ (May 2005 - September 2006)
- Financial Advisor @ Oppenheimer & Co. (January 2004 - January 2005)
Glenn Carroll Education
- State University of New York at Albany
BA (Economics)
Glenn Carroll Skills
- Series 7
- Consultative Selling
- Budget Management
- Mutual Funds
- Sales
- Series 63
- Training
- Asset Allocation
- Alternative Investments
- Separately Managed Accounts
- Asset Management
- Series 65
- Investment Strategies
- Relationship Management
- Investments
- 401k
- Portfolio Management
- Financial Services
- Investment Management
- Wealth Management
- Investment Advisory
- CRM
- Leadership
- Business Development
- Strategic Planning
- Microsoft Office
- Customer Service
- Project Management
Glenn Carroll Summary
- Glenn Carroll, based in Garden City, NY, US, is currently a Senior Regional Advisor Consultant at Columbia Threadneedle Investments, US. Glenn Carroll brings experience from previous roles at RiverSource Investments, J&W Seligman and J.W. Seligman & Co.. Glenn Carroll holds a BA in Economics @ State University of New York at Albany. With a robust skill set that includes Series 7, Consultative Selling, Budget Management, Mutual Funds, Sales and more. Glenn Carroll has 2 emails and 1 mobile phone numbers on RocketReach.
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