Glenn Worman Email & Phone Number
Chief Financial Officer @ Arete Wealth
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Glenn Worman Location
- United States
Glenn Worman Work
- 2026 -now Chief Financial Officer @
- 2025 -now Chief Financial Officer @ Insight Digital Partners II; K2 Capital Acquisition Corp.
- 2024 -2025 Interim Chief Financial Officer @ Insight Acquisition Corp.; Drugs Made in America Acquisition Corp.; Orion Innova
- 2022 -2025 Partner @
- 2022 -2022 Principal; President; Chief Financial Officer @ GCW Financial Consulting
- 2015 -2022 President, and Chief Financial Officer @ National Holdings Corporation
- 2011 -2015 CFO - Americas @
- 2010 -2011 Managing Director, COO Americas Finance @
- 2010 -2010 Managing Director, Co-Head Capital Markets Finance @
- 2008 -2009 CFO Wealth Management @
- 2006 -2008 Chief Compliance Officer - Global Markets @
- 2003 -2006 CFO - Merrill Lynch Investment Managers @
- 2001 -2003 Global Markets Finance Strategic Analysis @
- 2000 -2001 CFO Global Equities @
- 1998 -2000 CFO Global Fixed Income @
Glenn Worman Education
- Fairleigh Dickinson University (Teaneck, NJ)
MBA (Finance)
1982-1987 - Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.) (Accounting & Economics)
1977-1981
Glenn Worman Skills
- Wealth Management
- Equities
- Strategic Financial Planning
- Analysis
- Fixed Income
- Financial Modeling
- Valuation
- Corporate Finance
- Capital Markets
- Financial Analysis
- Operational Risk
- Asset Management
- Structured Finance
- Finance
- Hedge Funds
- Investment Banking
- Management
- Private Equity
- Securities
- Asset Managment
- Mergers & Acquisitions
- Investments
- Strategy
- Risk Management
- Due Diligence
- Derivatives
- Financial Services
- Banking
- Financial Risk
- Mergers
- Sarbanes-Oxley Act
- Venture Capital
- Financial Reporting
- Trading
- Managerial Finance
- Cash Management
- Change Management
- Portfolio Management
- Financial Audits
- Financial Markets
- Treasury Management
- Alternative Investments
- Emerging Markets
- Treasury
- Investor Relations
- Restructuring
- FX Options
- Leadership
- Operations
- Customer Service
- Sarbanes Oxley Act
- Project Management
- Mergers and Acquisitions
- Services
- Financial Operations
Glenn Worman Summary
- Glenn Worman, based in United States, is currently a Chief Financial Officer at Arete Wealth. Glenn Worman brings experience from previous roles at Insight Digital Partners II; K2 Capital Acquisition Corp., Insight Acquisition Corp.; Drugs Made in America Acquisition Corp.; Orion Innova, SeatonHill Partners and GCW Financial Consulting. Glenn Worman holds a 1982 - 1987 MBA in Finance @ Fairleigh Dickinson University (Teaneck, NJ). With a robust skill set that includes Wealth Management, Equities, Strategic Financial Planning, Analysis, Fixed Income and more. Glenn Worman has 2 emails on RocketReach.
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Top Arete Wealth Employees
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Ken Bonal
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Daniel Diaz
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Adam Gonzalez
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Cali Guido
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