Updating your technology platform gives your firm new capabilities that can improve your bottom line and the client experience. Newer systems provide powerful, sophisticated tools for acquiring new customers, investing assets effectively, managing trust and investment portfolios effectively, and flexibly reporting results to customers. However, we all know that conversions can be complex and nerve-wracking […]
About Glenn Schmidt
As chief operating officer, Glenn is responsible for overseeing the client service, implementation, operations, and product development teams for Innovest's Trust and Wealth Management Systems division. Additionally, Glenn contributes to Innovest's overall strategic planning. Prior to his joining Innovest, Glenn was most recently with J.P. Morgan as vice president of product and platform for the Trust and Estates business. His prior experience includes managing director of Trust Services at Charles Schwab where he was responsible for the launch of the trust outsourcing business as well as product development and trust operations. Prior to his work with Charles Schwab, Glenn held management and operational positions at Innovest and SunGard Data Systems Inc. Glenn received his Bachelor of Science in computer science from the University of Scranton.