Description: Left brain - Right brain Stratetgist | Sales Leader | Process/Systems Designer | Get-it-Done Implementor
business (47056) professional (10593) job (5897) networking (5866) work (4061) resume (3275) cv (3140) referrals (691) linkedin (650) references (138)
Vancouver, BC 1-800-223-9332 778-628-3165 [email protected]
Jeff started his career in the financial industry in 1994 as a marketing and practice management consultant. He can claim 3,000+ successful projects from trial direct mail to best-selling books. As a result of that experience, he's gained wisdom and knowledge. He became a well-respected industry speaker and author on what to do / what not to do. He has delivered practice-management workshops to thousands of financial advisors nationwide on behalf of some of the largest dealers, fund and insurance companies.
Agora Dealer Services Holding Corp. , Toronto, ON April 2018 - Present