Bio
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Topline AI
Glenn Daluz is a seasoned finance professional with expertise in risk management, credit, and investments. He holds certifications as a Certified Treasury Professional (CTP) and General Securities Representative (Series 7), and has native proficiency in Portuguese and English.
Credentials
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Certified Treasury Professional (CTP)
Association for Financial ProfessionalsJan, 2022- Apr, 2026 -
General Securities Representative ( Series 7 )
FINRAAug, 2008- Apr, 2026 -
Uniform Securities State Law Examination ( Series 63)
FINRAAug, 2008- Apr, 2026
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Industry Focus. “Financial Services”
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