Jen Gloss

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