Glen White

Glen White Email and Phone Number

Coach @ McKinney, TX, US
McKinney, TX, US
Glen White's Location
McKinney, Texas, United States, United States
Glen White's Contact Details

Glen White personal email

n/a
About Glen White

• Senior entrepreneurial executive with over 15 years worth of experience managing sales, finance operations, personnel and training at various organizational levels.• Performance-oriented professional with successful record of developing customized financial strategies and solutions to meet the needs of clients and able to diagnose and report issues to return organizations to economic stability.• Excellent communication and organizational skills, able to multitask and set priorities to maximize potential. Strong work ethic with capacity to function well under pressure and display a high level of competence in a rapidly evolving work environment.• Sensitive, intuitive Master Trainer who helps others to become better trainers. Critical thinker with fresh, seasoned insights that encourage development in inquiry, reflection, dialogue, and shared understanding.• Provide financial expertise and oversight to support operations and resolve challenges including forecasting, budgeting, and financial transactions.• Strong ability to rapidly navigate emerging challenges, identify creative and constructive solutions, and quickly gain the trust and respect of team members; detail-oriented with exceptional oral and written communication skills, as well as excellent presentation skillsField Agent for the Regan Agency in the Dallas/Fort Worth Area

Glen White's Current Company Details
Power Volleyball Club

Power Volleyball Club

Coach
McKinney, TX, US
Glen White Work Experience Details
  • Power Volleyball Club
    Coach
    Power Volleyball Club
    Mckinney, Tx, Us
  • Student Spotlight, Llc
    Company Owner
    Student Spotlight, Llc Nov 2019 - Present
    Mckinney, Texas, United States
    www.student-spotlight.com specializes in providing products and supplies for both the educators and the educated. We are proud to have reached and maintain over 1.2 million in social media views per month. The project continues to focus on helping teachers.
  • Self-Employed
    Self Employed
    Self-Employed Mar 2019 - Present
    Dallas/Fort Worth Area
    I currently represent a number of niche insurance companies that cater to specific membership organizations. By operating as a wealth advisor and Insurance expert, I am able to give a much higher class of service.
  • Usaa
    Wealth Management Advisor
    Usaa Aug 2013 - Feb 2019
    Addison
    I personally interview members about their financial goals in life. I design sales approaches and sales flows that streamline the funnel and make actions easier to follow. Then utilizing my training I can deliver a suite of offerings from the USAA product line. Through really knowing what needs to be accomplished with each member, I am able to sell more products across more lines of business. The Chartered Mutual Fund Counselor℠ or CMFC®ADPA® The ADPA® is the first and only financial education program specifically focused on the unique needs of domestic partners.
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  • Usaa
    Managed Accounts Specialization Team
    Usaa Aug 2012 - Feb 2019
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  • Tiaa-Cref
    Retirement Plan Consultant
    Tiaa-Cref Aug 2010 - Aug 2013
    Lewisville, Texas
    Trained reps that provided solutions to fit the needs of members as they struggled with planning their financial future;• Mentored and served as a guide to over 30 junior sales representatives.• Built reps who had highly ranked customer service while helping participants understand their options to reach their financial goals. • Prepared and tasked to speak and train reps from all across the nation. Fulfilled managerial duties in the absence of our supervisor. • Represented TIAA-CREF products and services to participants.• Functioned as leader for employee retention task force. Headed up a specialized employee team for major problem resolution.
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  • Bvba Compass Bank
    Personal Investment Officer
    Bvba Compass Bank Mar 2008 - Apr 2009
    Compass Brokerage, Grapevine, TX 2008 - 2009 Worked closely with Compass Bank to create a one-stop entity for all financial needs. Personal Investment Officer/ Investment WholesalerAs a PIO I partnered with four branches to increase their investment deposit sales penetration. I was responsible for training licensed bankers to cross sell all banking products. I also ensured that licensed employees kept compliant with client sales files. In less than one year, I placed in the top half of Compass advisors Earned Gold Club Sales award for cross sales in 2008 Produced over $3,500,000 in new investment dollars in 2008. Number nine in sales production for first quarter, 2009. Wholesaler backing up bankers in 4 locations to increase investment sales Maintained sales support for four branches with total deposit base of $184,000,000
  • Compass Brokerage
    Compass Brokerage Partner
    Compass Brokerage Mar 2008 - Mar 2009
    4/2008-1/2009 Compass Brokerage - Colleyville, TexasVP- Personal Investment OfficerAs a PIO I partnered with four branches to increase their investment deposit penetration. I held the responsibility to train licensed bankers, train the remaining staff on referrals, and meet the performance goals of the branches.• Within 8 months finished 2008 in top half of advisors• Earned Gold Club award for 2008• Produced over $3,500,000 in new investment dollars in eight months• Number nine in production for January 2009• Trained bankers in 4 locations to increase investment sales• Maintained four branches with total deposit base of $84,000,000
  • Chase Investment Services
    Vp Investments
    Chase Investment Services Feb 2004 - Mar 2008
    Chase, Plano, TX 2004 – 2008Chase bank works toward being the premiere one stop financial institution. Personal Investment Officer/ Banking Investment Wholesaler (2007 – 2008)Increased client base via multiple prospecting sources. I built quick rapport with prospects and followed specific sales steps to close new deals and refer business within banking product divisions. I utilized knowledge of investment strategies, securities, insurance, and pension plans. Duties included using multiple cross-sales strategies to gain long term clients. Ensured bank compliance efforts to required sales standards. Top PIO in sales of non-financial product packages including various lines of credit Trained and acted as wholesaler to 20 bankers on all banking product sales  Trained unlicensed staff on production including referral generation to other divisions Produced $3,000,000 in managed money sales over the period of one year individually Managed $25,00,000 in assets and increased their depth in banking products.
  • Chase
    Vice President, Manager Of Multi
    Chase Apr 2003 - Mar 2008
    Branch Investment Teams As VP and PIO I partnered with four branches to increase their investment deposit penetration. Responsible for training licensed bankers and training staff on referrals to achieve the performance goals of the branches. Ensured licensed employees maintained compliancy with client files.Achieved top 50% of financial advisors with only eight months of productionEarned Gold Club award for 2008Produced over $3,500,000 in new investment dollars in eight monthsAccomplished production to rank in the top Ten Investment Officers for January 2009Led staff in 4 locations to increase investment salesMaintained four branches with total deposit base of $84,000,000
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  • Chase Bank
    Vp Investments
    Chase Bank 2003 - 2008
    Sales Manager/ Banking Product Wholesaler (2004 – 2007)Trained entire staff to meet and exceed sales goals. I was responsible for loan production, investment production, lead generation, total deposits, and new account generation. I represented the branch in the community through various networking activities. I managed a well trained sales staff that met and exceeded targeted sales goals. Managed branch with $78,000,000 in total deposits while promoting products locally  2nd place manager nationwide within my peer group Transformed 2 low performing branches by wholesaling bank products Trained over fifteen bankers with 4 making top 10% in region for credit and investment sales Top bundled product sales including Investment Packages with home equity lines of credit, credit applications, and mortgage referral production in region Passed all audits by training the branch on compliance standards
  • Chase Bank Full Service Banking Institution
    Vice President, Manager Of Multi
    Chase Bank Full Service Banking Institution Apr 2003 - Jul 2004
    Branch Investment Teams 2007 - 2008 Advised clients on financial plans utilizing knowledge of investment strategies, securities, insurance, and pension plans. Duties included assessing clients' assets, liabilities, cash flow, insurance coverage, and financial objectives to establish investment goals as well as utilizing the vehicles to meet said objectives. Ensured compliance to required standards.Partnered with 6 branches to meet investment goalsTrained 20 bankers on investment sales and compliance Trained unlicensed staff on referral generationProduced $3,000,000 in managed money over the period of one yearManaged $25,000,000 in investment assets
  • Self
    Financial Advisor
    Self Dec 2000 - Aug 2003
    Responsible for generating leads through community involvement. Assisted clients in determining their retirement goals. Established goals were input into viable financial plans that could meet their retirement needs. Obtained my Series 7, Series 66, and Texas Insurance licensesEfficient and successful in cold calling for business.
  • Self
    Consultant
    Self Jan 1998 - Jan 2003
    Responsible team building and achieving sales team goals. Utilized sales expertise to build pipelines. Trained and managed the sales team. Translated training into sales.Achieved $100k in salesTrained staff on new system integrations.Managed teams in multiple locations Successful project manager.Established client standards.
  • Axa
    Vice President, Branch Manager
    Axa Aug 2002 - Apr 2003
    2007 Responsible for loan production, investment production, lead generation, total deposits, and new account generation. Represented the branch in the community through various activities. Managed well trained staff that met and exceeded targeted goals.Managed $78,000,000 in branch total depositsAchieved 2nd place manager nationwide within bank peer group Transformed 2 under achieving branches to obtaining quotasTrained over fifteen bankers with 4 making top 10% in regionTop home equity production in regionPassed all audits on compliance standards by employee training; is a leading provider of financial solutions.
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Glen White Skills

Portfolio Management Marketing Management Financial Management Financial Sales Management Financial Internal Wholesaling External Wholesaling Annuity Sales Management Mutual Fund Sales Management Series 7 Series 66 Life And Health License Financial Saler Trainer Leadership Investments Insurance Banking Financial Analysis Credit Uniform Combined State Law Managerial Finance Consulting Financial Services Mortgage Lending Finance Sales Training Wealth Management Team Building Project Management

Glen White Education Details

Frequently Asked Questions about Glen White

What company does Glen White work for?

Glen White works for Power Volleyball Club

What is Glen White's role at the current company?

Glen White's current role is Coach.

What is Glen White's email address?

Glen White's email address is gl****@****bal.net

What schools did Glen White attend?

Glen White attended University Of North Texas, Jesuit College Prep, University Of North Texas.

What are some of Glen White's interests?

Glen White has interest in Family, Amber Alert, Management Literature, New Technologies, Coaching Soccer, Automobiles, Computer Building.

What skills is Glen White known for?

Glen White has skills like Portfolio Management, Marketing, Management, Financial Management, Financial Sales Management, Financial Internal Wholesaling, External Wholesaling, Annuity Sales Management, Mutual Fund Sales Management, Series 7, Series 66, Life And Health License.

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