Alan Glenn Email and Phone Number

WOWCDC provides family support services to underserved and at-risk communities. Its current focus is on the development of affordable housing in the Western Addition and Fillmore communities.• Partnered with another non-profit developer and the City of San Francisco to purchase, renovate and expand by two additional units a former six unit apartment building in the Western Addition that had been acquired by outside investors with the intention of Ellis Acting the property.• Partnering with a private developer to rebuild a 193-unit affordable housing development in the Western Addition into a 755-unit mixed income development with 503 units of affordable housing.• Wrote organization’s business plan for devising and implementing an affordable housing development strategy in underserved communities, the Western Addition in particular.• Write grants to increase the organization’s capacity and expand offerings; secured grants totaling $900,000; wrote additional grants totaling $6.5MM.• Member of San Francisco Foundation collective to ensure affordable housing in at-risk San Francisco communities.• Develop and implement the administrative and operational infrastructure for the organization.• Member of successful campaign committee to pass Proposition A, the $600MM Affordable Housing Bond Measure.• Work with Board of Directors to design and implement strategic plan and expand the Board.

The Economic Opportunity Council of San Francisco, Inc. (EOCSF or the Agency) is a non-profit Community Action Agency (CAA) serving low-income residents of the City and County of San Francisco. The organization’s Mission is to alleviate poverty in the communities it serves. EOCSF serves its community through a plethora of programs and services.• Managed the complete operations of a $5.2 million organization with three locations in San Francisco.• Filled the leadership void the organization had for five months with the absence of an ED and CFO by managing both operational and fiscal aspects of EOCSF for three months upon my hire.• Received approval for ~$9.5 million in budgets and contracts during my time at the Agency to date.• Re-established confidence of fractured relationships with government entities that are EOCSF’s funding sources.• Implemented development and fundraising strategies to raise unrestricted funds; steps not previously undertaken.• Negotiated and secured a $100K advance from a partner to assist the Agency with its cash flow challenges.• Recovered $129K in unpaid invoices from a strategic partner dating back to 2014 to further alleviate cash flow issues.• Led conference calls with the state’s oversight organization to address inquiries regarding the Agency’s High Risk status.

The San Francisco Conservation Corps (SFCC) is a non-profit education and job training program serving young adults between the ages of 18 and 26. The program provides participants with opportunities to improve academic skills & abilities, job readiness, and to prepare for higher education, career development or employment.• Managed the Outreach and Recruitment Associate and the Engagement and Retention Coordinator to ensure the intake and retention of in-need youth and young adults into SFCC’s pre- and post-diploma, and pre-apprenticeship programs.• Provided the leadership necessary to develop an outreach and recruitment plan to open the doors for disconnected youth.• Led the writing of approach for E-Waste/Tires/Oil recycling tactic to present to the State’s CalRecycle administrators.• Identified/created opportunities to constantly improve the quality of enhancing partner relationships.

Registered financial services professional and insurance agent for the premiere insurance company in the nation. Implement personalized strategies to assist individuals, families and businesses in protecting, accumulating, distributing and transferring their assets and wealth. Focus on wealth accumulation and preservation, securing retirement income, funding future college costs, assets protection and providing alternative solutions to traditional wealth building strategies. Work with clients and prospects to help understand and implement a plethora of fixed and variable products, and related strategies, including: a wide range of life insurance products, annuities, retirement planning, business and non-profit strategies, investments, long-term care and deposit accounts. Strategies emphasize the tax advantages of insurance-related products and the superior credit strength of NYLIC. Undertaking NYLIC’s comprehensive 3-year training program focusing on product knowledge, strategies and techniques. CA Insurance License #0K02691. Hold Series 7 and 63 securities licenses.• Worked with non-licensed agents to secure market-driven opportunities and implement strategies with variable products.• Undertook NYLIC’s comprehensive training program focusing on product knowledge, strategies and techniques.• Focused on wealth accumulation, preservation, building retirement income, funding college costs and assets protection.• Teamed with other agents to get access to senior management of non-profit entities to provide benefits services.• Comprehended strategies emphasizing the tax advantages of insurance-related products and the superior credit strength of NYLIC.• Recommended and implemented strategies to assist nonprofits, individuals, families, foundations and businesses to protect, accumulate, distribute and transfer their assets and wealth.

Morgan Stanley is one of the most storied, financial services institutions in the history of the U.S. Its Private Bank focuses on providing an array of banking services to its wealthiest clients in the firm’s wealth management division. Assumed banking needs responsibility for Berkeley and Oakland brokerage offices of Morgan Stanley Wealth Management (MSWM).• Achieved ~$115MM+ in loan production, including $46MM in mortgage loans, during years at firm.• Realized ~$63MM in loan production in second year, boosting production by ~35% over first year.• Partnered with approximately 50 Financial Advisors (FAs) and FAAs (FAs-in-training) to create strategies to provide their high net worth clients with banking and lending solutions to address their financial challenges. • Designed and implemented a variety of strategic plans to enable high net worth individuals and families to achieve their immediate and long-term financial goals. • Provided credit-based, wealth management and depository solutions, custom-tailored for individual needs of clientele.• Worked with clients possessing in excess of $5.4 billion of assets under management (AUM). • Educated FAs and clients on primary credit products comprising: securities based loans, mortgages, securitized commercial real estate loans and tailored loans.

As the founder of a premier financial consulting and advisory service company, I managed a portfolio of products and services offered to individuals and small businesses, as well as 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: • Implemented operational changes which generated $600K in cashflow for a $5MM staffing company. • Recommended breakthrough strategy and negotiated a 75% discount on a note payable repurchase, resulting in a video rental company saving $1.2MM. • Developed business strategy and plan to raise $1MM of equity/debt capital for technology start up. • Researched and recommended strategy for workman's compensation company's attempt to raise up to $1MM in capital. • Worked as Executive Producer on a biographical documentary about the Black Panther Party for Self Defense. Designed and implemented strategy for raising $750,000 budget for film.

Managed a book of approximately 100 relationships including three of the "Founding Families" of San Francisco. Enabled these high net worth individuals and families to achieve their immediate and long-term financial goals by providing depository, credit-based and wealth management services and products. • Increased deposits by more than $140MM over three (3) year time frame. • Total investment assets of approximately $56MM referred to team members in last year at bank. • Booked credit commitments in excess of $100MM while a member of PCS. • Recognized as the top brokerage banker relative to referrals in San Francisco office. • Generated investment fee business exceeding annual goals by end of August in final year. • Produced pipeline of $11MM in credit commitments and $11MM in investment assets in last year. • Finished in top quartile of Private Bankers each year.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. Developed deep and broad relationships with clients, centers of influence, and other product specialists within PCS and Wells Fargo as an entity. Collaborated effectively with Financial Advisors and Investment Managers to generate PCS business. Also worked with commercial banking offices to generate PCS business.

Held a number of positions with progressively increasing responsibility in the foremost athletics department in the nation.

Founded a unique contract negotiation and financial advisory service company for professional athletes. Through networking, developed significant relationships with professional athletes, coaches, scouts, front office personnel of professional sports franchises and executives and administrative personnel of various Players' Associations. Negotiated and finalized details of sports employment contracts totaling $10MM. Secured and negotiated marketing contracts of approximately $500K. Implemented and led financial, estate, tax planning, and investment strategies for athletes and coaches.

Was a team leader for the syndication of corporate bank loan facilities, raising capital in the syndicated loan marketplace. Marketed Group's capabilities to customers and cross-sold other areas and products of the bank. Highlights included:• Raised capital ranging in size from $10 million to $4.3 billion.• Raised total loan capital exceeding $10 billion.• Led the largest syndicated facility at the time, the first bank syndicated facility for the State of California.• Closed syndicated loan that helped finance the first "family-oriented" casino in Las Vegas.• Assisted department manager in syndication of $100 million oil reserve based loan. • Closed a $50 million OPIC-guaranteed private placement for Kaiser Aluminum subsidiary. • Was book runner on successful secondary sales of two Highly Leveraged Transactions.• Closed sale of cow feed manufacturer as member of M&A group.

Generated and maintained banking relationships with bank's middle market customers. Provided personal banking services for key personnel at client companies. Responsibilities and accomplishments included: • Booked loans up to amounts of $20MM. • Wrote credit proposals for new and existing customers; presented proposals to senior management. • Prepared credit reviews of existing customers for evaluation by group SVP. • Analyzed companies with revenues from $10 to $200 million. • Supervised credit department staff of five.