Jill Gaitz

Background

About Jill Gaitz

I am committed to discovering and developing from 'the sources of,' or the dials if you will, for operational excellence. I am highly interested in performance metrics in all areas of the firm, from revenue to operational timelines, to incentives for employees and both implementing and perfecting operating systems that are scalable, relevant, and impactful. Growing up working beside my Dad as a small business owner, I was always inspired by how much he had to know to make the business thrive, from hiring, working, selling, invoicing, taxes, etc. from which I developed a deep appreciation and respect for those in sales and business owners. I have personally enjoyed working on the operations side, and love being able to work directly with owners, and the operational team. After 8+ years working in operations I have a genuine understanding of, and great value for all it takes by each person in each chair to make it all come together. I strongly believe that to stive for peak performance in others, you must continually look in the mirror and work with integrity as your cornerstone. I hold the Series 7 and 66 FINRA security registrations, the Texas Life and Health Insurance license, and earned my Master of Business Administration Degree (M.B.A.) from The College of Saint Rose in Albany NY.