Chris Glaeser, MBA, CDMM®, brings a diverse portfolio of business experience to his work at Eddy & Schein Group. In recent years, he has enjoyed working with high net worth individuals, providing a variety of financial organizational services as a Certified Daily Money Manager (CDMM®). Such services have included income and expense management, bill paying, account and record management and preparation during the pre-tax season.
Chris is highly experienced in working with businesses and individuals to streamline procedures for tracking income and expenses, manage accounts and organize records and important documents for effective reference. He keeps a focus on utilizing his expertise to fit each client’s needs and provide for their financial stability.
Earlier in his career, Chris worked in international business development with a focus on mergers and acquisitions. He also has provided business consultation to a variety of small businesses across the United States.
Chris earned his BA in civil engineering from Texas A&M University and his MBA from the University of St. Thomas. He is an active volunteer with the Kiwanis Club, Aquarium of the Pacific, and the California Science Center.