John McGlynn Email & Phone Number

John McGlynn Email & Phone Number

Retirement Plan Executive @ Self-employed

John McGlynn Location

United States

John McGlynn Work

  • 2025 - now  Retirement Plan Executive @ Self-employed
  • 2023 - 2025 Vice President, Retirement Plan Sales @ Charles Schwab & Co.
  • 2021 - 2023 Director, Offer Development and Management @ Charles Schwab
  • 2021 - 2022 Director, Consultant Services and Relationship Management @ Charles Schwab
  • 2013 - 2021 Managing Director, Consultant Relations and Business Development @ Charles Schwab
  • 2012 - 2013 Vice President, Institutional Trust and Custody @ US Bank
  • 2005 - 2012 Director, Institutional Services @ Pacific Portfolio Consulting
  • 1997 - 2005 Vice President @ Wells Fargo
  • 1995 - 1997 Vice President @ Staffmark
  • 1981 - 1992 Vice President @ M&I Bank

John McGlynn Education

  • University of Portland

    (Finance)

    2010 - 2010
  • Colorado College

    Bachelor Of Arts (Business Administration, Management, Business Administration And Management)

    1977 - 1981

John McGlynn Skills

  • ERISA
  • Investments
  • Retirement
  • 401k
  • Financial Services
  • Retirement Planning
  • Series 7

John McGlynn Summary

John McGlynn, based in United States, is currently a Retirement Plan Executive at Self-employed. John McGlynn brings experience from previous roles at Charles Schwab & Co. and Charles Schwab. John McGlynn holds a 2010 - 2010 University of Portland. With a robust skill set that includes ERISA, Investments, Retirement, 401k, Financial Services and more. John McGlynn has 1 emails and 1 mobile phone numbers on RocketReach.
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