
Laura Glenn, CFA
Bank Officer

Connect with Laura Glenn, CFA to Send Message
Connect
Connect with Laura Glenn, CFA to Send Message
ConnectTimeline
About me
Senior Director, Investment Advisory Services
Education

Auburn University
-B.S. AccountingActivities and Societies: Kappa Kappa Gamma sorority (Social Chairman '88-'89 school year), tutored Auburn student athletes, worked in the financial aid office for Auburn University.
Experience

SunTrust
Jun 1991 - Mar 1996Bank OfficerI was responsible for managing the Georgia and Tennessee banks' portfolios based on their individual asset and liability profile. The bank's portfolio group was responsible for putting out a weekly newsletter that was distributed to bank clients - I had the opportunity to report on asset sectors as well as write a front page commentary on current events in the financial markets. I began my career in the portfolio accounting area. I have an extensive knowledge of back office operations and portfolio accounting. I have an extensive knowledge of FASB regulations and their affect on portfolio management. Show less

State of Georgia
Jan 1996 - Apr 2020Senior Portfolio ManagerI was responsible for managing over $18 billion in assets. My primary responsibility was managing Georgia Fund 1, a AAA rated stable NAV fund. I was instrumental in developing and managing the Georgia Extended Asset Pool, a AAf+ rated short term bond fund which at its height was over $1 billion. My clients included state agencies, cities, counties, special districts and state universities. I was responsible for both managing and marketing the funds. In this role, I helped lead the states’ response to the GASB 79 exposure draft. I also was a lead author on the National Association of State Treasurers (NAST) and the National Association of State Auditors, Comptrollers and Treasurers (NASACT) “Voluntary Guidelines for the Management of Stable NAV pools”. Show less

Public Trust Advisors, LLC
Apr 2020 - nowSenior Director, Investment Advisory Services
Licenses & Certifications

Series 7
FINRA
Chartered Financial Analyst (CFA)
CFA InstituteJun 2002
Series 63
FINRA
Volunteer Experience
President (2009 - 2013)
Issued by Government Investment Officers Association on Jan 2004
Associated with Laura Glenn, CFA
Recommendations

Valerian zamolotskikh
QuantСанкт-Петербург, Санкт-Петербург, Россия
Moayad makki
Maintenance of Way Manager at Saudi Railway CompanyRiyadh, Saudi Arabia
Alisha masih
I've helped 50+ Global Clients - Accountant | Virtual Assistant | Tax planner| QuickBooks ProAdvisor...Chandigarh, India
Dilendra perera
Sales Director (Sri Lanka & Maldives) at L S Systems Colombo (Private) LimitedSri Lanka
Rachel brack
HR Specialist at BTI - John DeereGreat Bend, Kansas, United States
Namay sharma
Azure Certified (AZ-900) | Driving Customer Success Through Technology | PMO OfficeLondra, Inghilterra, Regno Unito
Sarah creed
Platform Manager and Optical Microscopy Specialist at The Hudson Institute of Medical ResearchGreater Melbourne Area
Abhishek rai
IT Business Analyst at Citi Xceptor Certified || VBA || SQL|| PythonGurugram, Haryana, India
Ritu priya
Business Development Manager at Sparc Infotech Pvt Ltd with experience in the field of TenderingFaridabad, Haryana, India
Meris blumstein
Licensed Associate Real Estate Broker on The Blumstein Team at The Corcoran GroupNew York, New York, United States
Jyotirmoy kalita
Associate technical engineer at CMS Infosystems Pvt. Ltd.Hajo, Assam, India
Sitaram kakumanu
Post Graduate student @ IIT KharagpurAndhra Pradesh, India
Kíldery amaral martins rodrigues
Analista de Teste de SoftwareGama, Distrito Federal, Brasil
Akash honde
Product support at kirloskar oil engine (Marine Engine) Ex- DmartPune, Maharashtra, India
Abby bojalad
Nursing Major at Emory UniversitySewickley, Pennsylvania, United States
Bassem elkader
Senior Mechanical Engineer at Richmond Consulting Services (RCS) | LEED® Green Associate™Saudi Arabia
Abdullah abu-abdoun
MBAAmman, Jordan
Naga sai hemanth v
Software Engineer Stryker India (AI COE)| VIT'23 Software EngineeringBengaluru, Karnataka, India
Zviad kajaia
Head Of Corporate Banking at PASHA Bank in GeorgiaGeorgia
Billy cupps
Director of Quality Assurance at CD Aviation ServicesUnited States
...