Paraplanner
Prior to joining Bay Point, Glenell worked in accounting and finance for a Fortune 100 firm for 10 years, and for 7 years in the non-profit sector.
She serves as a paraplanner for the firm. If it’s data related, chances are Glenell is involved. Her responsibilities span from initial client on-boarding, portfolio management, billing, and reporting, compliance testing, database management and tax reporting.
Annapolis, MD
(410) 626-8198
Columbia, MD
(443) 808-8362
Asheville, NC
(828) 417-0880
Sarasota, FL
(941) 388-8456