Head of Planning Operations @ (January 2019 - January 2021)
Senior Vice President - Director of Financial Planning Services @ (January 2008 - January 2019)
Financial Planning Design and Implementation Manager @ (January 2007 - January 2008)
Vice President of Operations and Chief Compliance Officer @ Lenox Wealth Management (January 2006 - January 2007)
Assistant Vice President - Managing Director of Financial Planning @ (January 2000 - January 2006)
Certified Financial Planner and Investment Advisor @ Various Financial Services Firms (May 1997 - September 2000)
Certified Financial Planner and Investment Advisor @ Various Financial Services Firms (January 1991 - January 2000)
Glenn Stroud Education
University of Kentucky
Bachelor of Science (Finance)
Glenn Stroud Skills
Strategic Financial Planning
Wealth Management
Leadership
Financial Planning
Process Improvement
Investments
Risk Management
Strategic Planning
Financial Services
Operational Excellence
Process Optimization
Operations Management
Investment Advisory
Vendor Management
Change Management
Business Process Improvement
Business Strategy
Business Transformation
Project Implementation
Project Management
Retirement Planning
Financial Analysis
Organizational Effectiveness
Staff Development
Organizational Development
Strategic Leadership
Relationship Building
Thought Leadership
Cross-functional Team Leadership
Business Relationship Management
Collaborative Problem Solving
Management
Coaching & Mentoring
Continuous Process Improvement
Talent Developer
Collaborative Leadership
Strategic Business Initiatives
Solution Development
Issue Resolution Management
Third Party Vendor Management
Strategic Policy Development
Business Process Efficiency
Certified Financial Planner
FINRA
Glenn Stroud Summary
Glenn Stroud, based in Lexington, KY, US, is currently a SVP - Managing Director, Wealth Planning and Insurance at Fifth Third Private Bank. Glenn Stroud brings experience from previous roles at Facet Wealth, BB&T, SEI and Lenox Wealth Management. Glenn Stroud holds a Bachelor of Science in Finance @ University of Kentucky. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Leadership, Financial Planning, Process Improvement and more. Glenn Stroud has 2 emails and 1 mobile phone numbers on RocketReach.
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