Jeremy Glenn

Jeremy Glenn has a diverse work experience in the financial industry. Jeremy currently holds the position of Managing Director at Boston Financial Management, LLC, starting in 2022. Previously, they worked as Vice President of Business Strategy at Cambridge Trust Company from 2020 to 2022. Before that, they worked at Wellesley Investment Partners, LLC, where they held the roles of Chief Operating Officer and Chief Compliance Officer from 2016 to 2020, and Director of Operations from 2015 to 2015. Prior to that, Jeremy had a brief role at Charles Schwab as Manager of Managed Investing Client Experience in 2014. Jeremy began their career in Windhaven Investment Management, where they held several roles, including Manager of Marketing and Client Communication from 2014 to 2014, Senior Specialist of Marketing and Client Communication from 2012 to 2014, and Associate of Marketing and Investment Advisory from 2010 to 2012.

Jeremy Glenn received their Master of Business Administration (MBA) from the Cornell Johnson Graduate School of Management from 2020 to 2022. Prior to that, they earned a Bachelor of Science (BS) degree in Marketing Communication from Emerson College, where they studied from 2004 to 2008.

Additionally, there is information about Jeremy Glenn obtaining a certification called Series 65. However, no details are provided regarding the institution or the specific month and year of its accomplishment.