Bobby Glotfelty

Bobby Glotfelty is an experienced financial services professional currently serving as an Advisor Sales Manager at Betterment For Advisors since October 2017, where responsibilities include managing the full sales lifecycle, exceeding client acquisition targets, and fostering client relationships. Prior to this role, Bobby held positions such as Relationship Manager and Senior Investment Advisor Representative at Betterment, focusing on client onboarding and high-touch service. Previous experience includes working as an Advisory and Brokerage Sr Product Specialist at Northwestern Mutual and various roles in customer service and support earlier in their career. Bobby holds multiple degrees from the University of Wisconsin-Milwaukee, including a Master's in Management with a focus on Financial Analysis and a Bachelor's in Economics and Mathematics.