Mason Glinn Email and Phone Number
A team-oriented communicator using leadership experience to foster a cross functional approach to problem solving in the workplace.
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Client Experience SpecialistTolmiros Financial Jan 2023 - PresentYoungstown, Ohio, United States- Process account transfer paperwork and ensure a smooth transition experience for clients- Assist financial advisors in building and rebalancing custom investment models conforming to client risk tolerance and growth objectives- Introduce planning and reporting softwares to clients, presenting holdings and performance data8700 East Market Street, Suite 7A, Warren, OH 44484, 330-856-6345. Review our Terms of Use: https://www.commonwealth.com/terms-of-use -
Speech And Debate Coach - AssistantHowland High School Aug 2021 - PresentWarren, Ohio, United States- Manage and Instruct a team of 30+ students toward improved speech performance by revising speeches and giving tips on confidence, clarity, and effective nonverbal skills- Assist in writing debate cases, researching topics, and developing debating strategies based on prompts from national topics- Communicate with other coaches, students and parents regarding tournament logistics and judging opportunities
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Account Review CoordinatorW3 Wealth Management, Llc Feb 2021 - Jan 2023Warren, Ohio, United States- Worked cross-functionally to complete requests of Financial Planners, Paraplanners, and Operations Specialists across five locations- Constructed financial portfolio review presentations for meetings with clients- Analyzed broker-dealer, insurance and investment data to prepare advisors for upcoming reviews and update financial plans in eMoney and Right Capital financial planning softwares- Designed a new client-facing, compliant portfolio review template in Microsoft Excel -
Customer Service SpecialistBest Buy Mar 2019 - Mar 2021Niles, Oh-Ensure customer satisfaction through professional and clear communication as well as through assisting customers in cancelling orders, product pick-up, etc. -Maintain comprehensive understanding of store policies and ensure all new policies are understood quickly-Perform service tasks, such as assisting customers with exchanges, trade-ins, recycling electronics, setting Geek Squad appointments, etc. with utmost efficiency -Effectively communicate with upper-level supervisors as well as let co-workers know of any new policies from supervisors -Resolve customer issues quickly by listening to customer and determining solution ensure customer satisfaction -
Shift ManagerHowland Pizza Works Jun 2016 - Apr 2019Warren, Oh-Fostered a team-oriented culture among 11-19 co-workers by encouraging consistent, positive communication and partnership-Constructed “Daily Sales Reports” by verifying sales through Point of Sale system to ensure end of day deposit matched cash sales through report and entered reports in to Microsoft Excel-Prepared nightly deposit and ensured proper drop-off
Mason Glinn Education Details
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Business Administration And Management, General
Frequently Asked Questions about Mason Glinn
What company does Mason Glinn work for?
Mason Glinn works for Tolmiros Financial
What is Mason Glinn's role at the current company?
Mason Glinn's current role is Client Experience Specialist at Tolmiros Financial.
What schools did Mason Glinn attend?
Mason Glinn attended Youngstown State University.
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