Glenn Walker

Delivered a record-setting year in 2024 by diversifying over $20 million in assets and achieving a Net Promoter Score of 89%, underscoring a client centric approach. Established myself as a leader in the Texas market by driving innovation and results.

A mortgage loan originator (MLO) is the person that helps a prospective borrower get the right mortgage for a real estate transaction. The MLO is the original lender for the mortgage and works with the borrower from application and approval through the closing process.

I worked with a select client group from the ages of 30-45, helping my clients map out their financial futures.

Excelled in managing high-net-worth client portfolios and spearheading cultural initiatives within the branch. Achieved market-leading results in First-Time Investor acquisition and mortgage referrals. Key Accomplishments and Achievements: Championed cultural transformation as the branch’s Culture Champion, promoting a collaborative and results-driven environment. Consistently achieved top rankings in investment products, mortgage referrals, and credit solutions across the market. Built lasting client relationships through personalized financial solutions and exceptional service delivery.

As Regional Manager & Financial Planner, I supervised, mentored, and motivated a team of 10+ sales leaders in a highly competitive and results-oriented environment. My Key Success in This Role: -Hosted community events to foster deep ties within the local area leading to long-term, sustainable portfolio growth. -Trained teams and established performance metrics to yield exceptional individual and group results. -Leveraged strong entrepreneurial and problem-solving skills to run and expand an independently owned practice. -Acted on behalf of clients, elicited feedback, and gained a solid understanding of their financial goals and requirements. -Developed a valuable network of industry contacts to uncover growth opportunities.

As a Student Worker, I managed the day-to-day operations of the IT Service Desk, providing technical support to students, faculty, and staff. My responsibilities included troubleshooting hardware and software issues, coordinating with team members to resolve complex problems, and maintaining service desk documentation. I also played a key role in training new team members and ensuring efficient workflow processes to deliver exceptional customer service.

In my role, I assisted the Congress Member and their team in carrying out a range of duties. Attended committee meetings, prepared reports, and conducted policy research. My Key Success in This Role: -Drafted correspondence, articles, and speeches based on an in-depth analysis of key issues. -Represented the office at briefings and led tours of the Capitol for visiting constituents.

Provided technical support to faculty, staff, and students, assisting with troubleshooting hardware, software, and network issues. Collaborated with the IT team to ensure seamless operation of campus technology systems and maintained detailed records of service requests. Gained hands-on experience in customer service, problem-solving, and IT infrastructure while supporting a wide range of technology needs in an academic environment.

The balanced curriculum develops a strong foundation in the principles of financial planning, including risk management, investment planning, and tax planning. Estate Planning Financial Plan Development Course General Principles Income Taxation Planning Insurance and Risk Management Investment Planning Retirement and Employee Benefits Planning

Presidents list, Deans List, and Honor Student