Glenna J. Shores, Client Operations Specialist

Glenna joined Davie Kaplan Wealth Care Advisors, LLC in 2020 as a Client Operations Specialist. She gathers onboarding information from clients, prepares monthly financial reports, and coordinates with financial institutions, such as broker dealers, custodian institutions, mutual fund companies, money managers and insurance companies. Prior to joining Davie Kaplan, she worked as an account executive at a commercial real estate firm performing due diligence, conducting financial evaluations for proposed loan collateral, and ensuring compliance with legal requirements for loan closings and litigation.

Education

  • B.S. Accounting, Grand Canyon University

Affiliations

  • NYS Notary Public
  • Future Business Leaders of America – Professional Division

Get to know the "real me"...

When Glenna is away from work, she enjoys being outdoors, finding new recipes, and spending time with her fiancé AJ, friends, and cats.