GLENNA MANN
Client Service Manager
In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts and policies that we administer on behalf of our clients. With more than 20 years of customer service experience, including over 10 years at Wealth Impact Partners, Glenna manages details and communications with our clients and others with the highest degree of care and professionalism. She is also responsible for new account paperwork, account funding and transfers, compliance, as well as underwriting detail management including tracking and accelerating life insurance cases.
Glenna graduated magna cum laude, with a Bachelor of Arts degree in Management from Hartwick College in New York.
GLENNA MANN
Client Service Manager
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Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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