Jen Gloss
Vice President, Business Consultant at Assetmark
Based in San Diego, United States
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Seniority
Vp
Department
General Business & Management
Location
San Diego
Industry
Financial Services
Company size
1.1K
Contact information
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j•••••••@assetmark.com
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Background
About Jen Gloss
PRACTICE MANAGEMENT/CUSTOMER EXPERIENCE EXECUTIVE For more than 20 years, I have partnered with Independent Financial Advisors, Registered Investment Advisors and Institutions to implement strategies to enhance their client experience, drive growth, profitability and productivity of their businesses. I have held leadership roles in business consulting, sales, marketing, education, government relations and served as a financial advisor. I’m most passionate about applying my diverse experience to help advisors build great businesses and improve the experience of the clients they serve. You will find that I am a natural and genuine leader with proven success in identifying and capitalizing on key strategic issues and opportunities. As a smart-working and focused problem-solver, I bring a keen ability to envision the big picture and devise solutions that map to critical business objectives. Specialties: Developing Relationships Practice Management CX Customer Experience Industry Expertise Public Speaking Business Analysis & Consulting Strategic Planning New Product/Program Launches Team Building and Leadership
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