Alan Glenn Email and Phone Number

Agent licensed to sell insurance through New York Life Insurance Company.

Responsible for raising the $750,000 budget for this documentary of the Black Panther Party for Self Defense, based on the autobiography of David Hilliard, former Chief of Staff of the Party. Worked with the film project’s Producer and Director in creating a strategy to fund the completion of the movie. Call on media and entertainment entities, grant providers and individuals to secure financing for the film’s production and post-production financial requirements. Pursued leads in- and outside the entertainment market segment to raise funding. Most leads were self-generated. Collaborated with the production team and the project’s lawyers to negotiate the Private Placement Memorandum, investor contracts, investment summary and other documents required for completion of the film. Crafted a package designed for marketing the project to potential investors as a means to secure funding. Partnered with the production team and external resources to plan fundraising events to raise the necessary capital. Officially began fundraising in late-January 2014.

Assumed banking needs responsibility for Berkeley and Oakland brokerage offices of Morgan Stanley Wealth Management (MSWM). Partnered with approximately 50 Financial Advisors and FAs-in-training to provide their high net worth clients with banking and lending solutions for their financial challenges. Enabled these high net worth individuals and families to achieve their immediate and long-term financial goals by providing credit-based, wealth management and depository solutions. Worked with clients totaling in excess of $5.4 billion of assets under management (AUM). Primary credit products comprised securities based loans, mortgages, securitized commercial real estate loans and tailored loans. Accomplishments included: achieved ~$115MM+ in loan production during 2+ years at firm; realized ~$63MM in loan production for FY2012, boosting production by ~35% over FY2011; increased securities based loan totals by ~100% to ~$46MM in FY2012 above FY2011 production; delivered ~$46MM in loan commitments in FY2011, including $23MM in mortgage production; developed deep relationships with clients, FAs and product specialists within MSWM and affiliates; production achieved despite loss of largest FA Team in territory and while covering smallest production opportunity territory in Bay Area region.Other accomplishments included: Private Banker coverage for highest loan production Global Wealth Management brokerage complex in Bay Area (SF); educated FAs and Customer Service Associates on lending products and their use for acquiring clients and maintaining AUM; trained CSAs to recognize banking and lending opportunities within client base; primary resource in territory for all banking and lending products intelligence.

Founder of a premier financial consulting and advisory service company. Managed a portfolio of strategies and services offered to individuals, small businesses, middle market and start up companies. Worked with fifteen companies in different capacities such as strategic and management consulting, raising capital, structuring debt and negotiating contracts. Key accomplishments included: affected operational changes generating additional $600K in cashflow for $5MM staffing company; strategically negotiated 75% discount on a note payable repurchase resulting in client saving $1.2MM; developed business strategy and plan to raise $1MM of equity/debt capital for technology start up; devised and recommended strategy for workman’s compensation company to raise up to $1MM in capital.

Managed, maintained and grew a book of approximately 100 relationships including three of the “Founding Families” of San Francisco. Helped these ultra-high and high net worth clients to achieve their financial goals by recommending credit-based, depository and wealth management solutions and services. Achievements included: increased deposits by $140MM+ over three (3) year time frame becoming top deposits generator in SF office; referred AUM of ∼$56MM to team members in last year at PCS; ~$90MM total while at firm; recognized as the top brokerage referral banker in SF office; booked loans exceeding $30MM while a member of PCS; generated additional $20MM in mortgages; generated investment fees exceeding annual goal by August in 2006.Other accomplishments included: initiated multiple wealth plans annually for clients, generated significant non-interest bank fees annually via swaps, bank loan fees and foreign exchange fees. Collaborated with FAs and Investment Managers to generate business; worked with commercial loan offices to generate leads and transactions.

Managed all operational and administrative aspects of the Stanford football program; managed contracts of eighty-five (85) coaches; created, implemented and administered “coaches’ contract protocol" for highly compensated head coaches; administered human resources needs of an approximate 600-employee enterprise, including: staff compensation, and financial and budgetary planning, for 225 full-time employees. Created, managed, led and/or coordinated multiple projects for Athletics Director (AD) and Senior Associate AD. Projects included: coaches’ mortgages, summer employment and housing for student-athletes, community outreach, diversity recruitment strategy and an NFL coaches seminar with Coach Bill Walsh and Gene Washington of the NFL offices.

Founded a unique contract negotiation and financial advisory service company for professional athletes and coaches. Through networking, developed significant relationships with professional athletes, coaches, scouts and front office personnel of professional sports franchises as well as executives and administrative personnel of various Players’ Associations. Negotiated and finalized details of multiple sports employment and client marketing contracts totaling $10MM+; implemented and/or coordinated financial, estate, tax planning, and investment strategies for clients.

Team leader for the syndication of corporate bank facilities; raised capital in the syndicated loans marketplace. Marketed Group’s capabilities to customers and cross-sold other areas and products of the bank. Raised capital ranging in size up to $4.3 billion; led the then-largest ever syndicated bank facility, and the first bank-syndicated facility for the State of California; syndicated a loan to finance the first “family-oriented” casino in Las Vegas.As an Associate in the Group’s training program, rotated through Asset Sales/Syndications, Private Placements, Mergers & Acquisitions and Leveraged Finance departments. Achieved a number of accomplishments as a “trainee”: book runner on secondary sales of two Highly Leveraged Transactions; closed syndication of $100 million oil reserve based loan; closed a $50 million OPIC-guaranteed private placement for Kaiser Aluminum subsidiary; performed valuation of dairy product company and closed sale of feed manufacturer as member of M&A group.