Josh Glenn Email & Phone Number
Financial Planner @ Private Advisory Group
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Josh Glenn Location
- Lehi, UT, US
Josh Glenn Work
- Financial Planner @ (September 2025 - Present)
- Associate Financial Advisor @ (September 2024 - October 2025)
- Associate Financial Advisor @ (August 2022 - September 2024)
- Financial Planning Intern @ (May 2022 - August 2022)
- Financial Coach and VP of Training @ (January 2021 - June 2022)
- Financial Planning Intern @ (May 2021 - May 2022)
- Employer Relations Assistant - Career Development Center @ (August 2019 - May 2021)
- Teller @ (October 2018 - August 2019)
- Missionary @ (August 2016 - August 2018)
- Laborer @ (June 2016 - August 2016)
- Shoe Salesperson @ (October 2015 - May 2016)
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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