Glenn Flego is the regional director for the Northeast. He joins Raymond James from Fidelity, where he was vice president of institutional wealth services. Prior to that he was the head of sales and marketing for Interactive Advisory Software, a provider of technology solutions for portfolio measurement, financial planning, CRM, trading and process management.
Glenn began his financial services career with Charles Schwab & Co. in New York City, where he headed the institutional program for the tri-state area of New York, New Jersey and Connecticut. He then moved to Denver as Schwab’s regional marketing manager, where he was responsible for institutional sales and relationship management for six states and helped establish the firm’s institutional trading desk at its new Cherry Creek facility. He then worked for Fidelity Investments, where he rose through the ranks to become senior vice president-national sales manager. He also spent six years as an entrepreneur and consultant, providing strategic guidance and sales advice to financial industry clients.
A graduate of the University of San Francisco with a Bachelor of Science degree in business administration/management, Glenn has received numerous accolades for his accomplishments, including Fidelity’s Outstanding Performance and Strategic Acquisition Award.