Glenn Carroll

Senior Regional Advisor Consultant @Columbia Threadneedle Investments

Garden City, NY, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

May 2010 — Present

Senior Regional Advisor Consultant @Columbia Threadneedle Investments

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New York, NY, US

Currently cover New Jersey and Westchester County, NY in the Independent and RIA channel. Named to the Columbia Threadneedle Investments Advisory Council for 2017, 2018, 2020, 2021 and 2023. Rising Star 2013. Ranked 3rd in Market Metrics market share in New Jersey for Independent firms. 50% yoy growth in 2020, 130% of goal in 2021 and ranked 2nd in the channel for net flows in 2021.

EDUCATION

N/A

State University of New York at Albany

SKILLS

Training401kInvestmentsPortfolio ManagementFinancial ServicesCrmSeries 63Investment ManagementBudget ManagementConsultative SellingWealth ManagementInvestment AdvisoryRelationship ManagementAsset ManagementSalesInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsSeries 65Asset AllocationMutual FundsSeries 7

ABOUT GLENN CARROLL

Consultative sales professional that has over 20 years of experience in a wide array of…

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