Jeff Gater

Background

About Jeff Gater

Successful track record in financial services sales and management, specializing in retirement planning and project management - Partner with leadership teams to diagnose and resolve challenges using consultative approach - Build and maintain relationships with organizational decision makers and individual clients - Communicate through face to face, verbal, written and interactive technology channels - Develop business to business and business to consumer educational programs - Execute targeted marketing campaigns and overall organizational initiatives - Contribute to the design, introduction and implementation of new offerings and systems - Encourage and facilitate change and growth for organizations and individuals