Josh Glenn Email & Phone Number
Financial Planner @ Private Advisory Group
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Josh Glenn Location
- Lehi, UT, US
Josh Glenn Work
- 2025 -now Financial Planner @
- 2024 -2025 Associate Financial Advisor @
- 2022 -2024 Associate Financial Advisor @
- 2022 -2022 Financial Planning Intern @
- 2021 -2022 Financial Coach and VP of Training @
- 2021 -2022 Financial Planning Intern @
- 2019 -2021 Employer Relations Assistant - Career Development Center @
- 2018 -2019 Teller @
- 2016 -2018 Missionary @
- 2016 -2016 Laborer @
- 2015 -2016 Shoe Salesperson @
Josh Glenn Education
- Utah Valley University
Bachelor of Science - BS (Financial Planning and Services)
2019-2022
Josh Glenn Skills
- Retirement Planning
- Communication
- Conflict Resolution
- PeopleSoft
- Organization Skills
- Customer Service
- Microsoft Office
- Leadership
- Organizational Leadership
Josh Glenn Summary
- Josh Glenn, based in Lehi, UT, US, is currently a Financial Planner at Private Advisory. Josh Glenn brings experience from previous roles at Private Advisory, Peterson Wealth Advisors, Vanguard and UVU Money Management Resource Center. Josh Glenn holds a 2019 - 2022 Bachelor of Science - BS in Financial Planning and Services @ Utah Valley University. With a robust skill set that includes Retirement Planning, Communication, Conflict Resolution, PeopleSoft, Organization Skills and more. Josh Glenn has 2 emails and 1 mobile phone numbers on RocketReach.
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