Glenn Southwick serves as WealthStone’s chief administrative officer and chief compliance officer. His responsibilities include administrative management in the areas of technology, compliance, and operations. Glenn oversees compliance with U.S. Securities and Exchange Commission (SEC) regulations through careful review processes.
Glenn has over 30 years of experience and has held various leadership roles that have include chief financial officer, treasurer, and vice president of regulatory and financial reporting for a specialty lines property/casualty insurer. Most recently he served as vice president of finance and operations for the largest internet provider of durable medical equipment. Glenn began his career as an auditor with the public accounting firm KPMG.
Glenn graduated from The Ohio State University with a Bachelor of Science in Business Administration with a major in accounting. He is member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, and National Society of Compliance Professionals.
He and his wife reside in Powell and have three grown children.