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Q&A With Eric G Glenn Sr

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Eric G Glenn Sr
Educator , Charlotte-Mecklenburg Schools

Location: Charlotte, NC United States
Joined: May 9th, 2011
About   (request update)
Website:
http://www.ericgglennsr.weebly.com
Education   (request update)
Johnson C. Smith University class of 2011
Undergrad Major: English
Campus Organization:
Me Phi Me
High School: Trenton Central High SChool in Trenton, NJ class of 1987
 
Activities & Accomplishments:
Upward Bound (Mercer County Community College)
Experience
I currently work with Charlotte-Mecklenburg Schools as Educator
I have 10 years of experience working in the Teaching / K-12 Education industry.
Transitions Specialist | LPL Financial
From June 2009 to September 2009 • 0 year(s)
Assisted with regulatory inquiries and transition of client accounts, coordinated communication with business units to identify investment platforms and development opportunities.
Assistant Vice President, Preferred Services Division | Bank of America
From September 2008 to February 2009 • 1 year(s)
Contacted existing clients to address concerns while deepening relationships, assisted with financial planning utilizing securities and loans.
Investment Consultant | TIAA-CREF
From October 2007 to September 2008 • 1 year(s)
Assisted clients in transferring assets into the firm, counseled clients on retirement options and conducted suitability analysis interviews.
Power E*Trade Active Trader | E*Trade Securities
From July 2007 to August 2007 • 0 year(s)
Placed equity and options trades for clients, explained buying power and day trading rules to clients.
Stockbroker | Mainstreet
From March 2006 to July 2006 • 0 year(s)
Addressed client issues via email systems, cross sold E*Trade Bank Products and assisted with trade settlements.
Registered Representative | RBC Centura Securities
From September 2005 to March 2006 • 1 year(s)
Developed new business via prospecting, serviced existing client accounts and provided solutions using life insurance and variable products.
Registered Account Executive | Citi-Street Associates, LLC
From March 2005 to August 2005 • 0 year(s)
Sold life insurance and financial products to Cabarrus County educators, scheduled and performed seminars with public and private sectors.
Registered Representative, Investment Services | Banc of America
From September 2004 to January 2005 • 1 year(s)
Managed client relationships, processed trades and redemptions, assisted clients during the Quick & Reilly merger.
Registered Representative | The Vanguard Group
From June 2002 to September 2004 • 2 year(s)
Managed client relationships and provided professional financial direction, cross sold appropriate financial products after conducting suitability interviews.
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Guestbook Comments
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Tagged by Ralph White on 01/29/2021  
Can you relate to these 2 videos Voices of Debt - The Student Loan Crisis: Don't Major in Debt bit.ly/1l3RHLo Default: the Student Loan Documentary http://bit.ly/1gNfHor I like to hear your comments about them If you would like more info email me back or text me at 609-815-1958 just text the words "Student Debt*HBCU" I'll sent you more info on how you can use this same tool to help yourself an others you know.
Tagged by Gil Royster on 12/23/2013  
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