Glen is a results-driven financial services professional with over 30 years of experience with retirement plan recordkeeping, quality management, relationship management, operations management, implementation, and business performance improvement.


Data Analysis, Implementation of Retirement plans, Program Management, Process Redesign, LEAN Six Sigma, Change Management, Participant Communications and Global Workforce Management

Relevant Experience

  • Developed an internal quality review program substantially improving quality results for new and existing implementation DC clients
  • Developed an internationally-distributed quality review process for DC implementation as well as a project management support team, reducing cycle time and improving quality
  • Managed a change process bringing together communities of similar interests, leveraging natural alliances across internal company businesses
  • Automated and managed the survey process for implementations, resulting in measurable improved results
  • Improved the investment lineup change process by removing duplicate process steps, removing significant cost drivers and creating a scalable process for future growth
  • Developed a new plan review and de-risking review process for DB implementation plans
  • Automated workflows and approvals through enhanced tools for project requests
  • Glen is a CPA licensed in Texas and a Six Sigma Black Belt. He previously held FINRA series 6, 7 and 63 licenses and was an auditor early in his career

Prior Positions Held

  • Director, Quality Management – Fidelity Investments
  • Director, Implementation and Capacity Planning – Fidelity Investments
  • Managing Director, Relationship Manager – Fidelity Investments
  • Senior Communications Consultant – Fidelity Investments
  • Vice President, Employee benefits – Heritage Bank and Landmark Bank