Jen Gloss
Vice President, Business Consultant at AssetMark / Speaker at Bauer College of Business
Biography
Bauer College of Business
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.
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
Experience
AssetMark - Vice President, Business Consultant Apr 2016 -
Rutgers University - Adjunct Professor and Founding Board Member Jan 2016 -
LPL Financial
- Senior Vice President Business Consulting 2008 - 2016
- Vice President, Organizational Development & Strategic Planning 2007 - 2008
- Vice President, Technology Marketing 2000 - 2007
Hunter Health, Inc. - Director of Marketing & Public Relations 1997 - 2001
Great American Life Insurance Company/Great American Advisors, Inc. - Financial Advisor 1993 - 1997
Education
Rutgers University - Customer Experience Certificate, CX 2016 - 2016
FI360 - 2014 - 2014
University of San Diego - Master's of Science in Executive Leadership, Executive Business Leadership 2005 - 2007
Thomas More University - BBA, Business 1994 - 1999
Read about executive education
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