AeroLeads people directory · profile
Jeff Gans Email & Phone Number
Chief Customer Officer
at
Purpose Unlimited
1 work email found
@foundationwealth.ca
1 phone found area 647
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Chief Customer Officer
Location
Toronto, Ontario, Canada
Company size
Who is Jeff Gans? Overview
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Quick answer
Jeff Gans is listed as Chief Customer Officer at Purpose Unlimited, a company with 85 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at foundationwealth.ca, phone signal with area code 647, and a matched LinkedIn profile for Jeff Gans.
Jeff Gans previously worked as President, CEO at Advisor Solutions By Purpose and Vice President, Private Wealth Management at TD Wealth Management at Td. Jeff Gans holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
Company email context
Email format at Purpose Unlimited
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{first}@foundationwealth.ca
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Profile bio
About Jeff Gans
I was attracted to the wealth management industry because of the opportunity to help advisors build successful practices serving their clients. When you enable advisors with the right tools, technology and information they are better positioned to help their clients achieve their financial goals. In addition to providing the right tools, the way we can achieve great things together is through developing great people. So I strive to empower advisors by:• building out the tools and processes that enable each advisor to perform at the top of their game• sharing best practices to help advisors leverage that experience and knowledge for their business• offering support—mentorship, education or training—so they can continue to deliver great experiences as they expand and grow their businessWe're in a people business so no matter the challenge we're working on, the solution always starts with getting to know someone as a person. You have to listen, care, and understand what's important to them.Delivering on these objectives requires a clear mind, so when I'm not at work I'm often running or playing hockey or basketball. It's a time to reorient my thinking, and focus on what really matters.Specialties include: business transformation | wealth management | executive leadership
Listed skills include Strategy, Financial Services, Business Development, Wealth Management, and 21 others.
Current workplace
Jeff Gans's current company
Company context helps verify the profile and gives searchers a useful next step.
Purpose Unlimited
9 roles · 31 years
Jeff Gans work experience
A career timeline built from the work history available for this profile.
President, Ceo
Current
Feb 2018 - Present
Vice President, Private Wealth Management At Td Wealth Management
- Responsible for end-to-end distribution strategy and field transformation of the Wealth High Net Worth business, including Investment Advice. Drive innovation and strategy execution in corporate office and through.
- leading channel strategy development, advisor marketing, field implementation and training
- crafting and executing strategies to improve team development and practice structure in the field
- helping to drive advisor practice process efficiencies and team development
- defining and implementing strategic initiatives to improve profitability through talent development and operational effectiveness
- executing practice management and training initiatives across the wealth organization
May 2015 - Feb 2018
Vice President, Wealth Products At Td Wealth Management
Developed and led a Pan-Wealth product organization to manage products across multiple lines of business. Responsible for innovation, profitability and day-to-day management of investment, deposit and lending solutions.
2013 - 2015
~2 yrs
Senior Vice President, Field Growth And Operations
- Responsible for the growth and effectiveness of field agents and operations, leading a team of more than 75 and achieving industry-leading advisor retention and productivity growth.
- led transformation of 2,000-employee retail advisor business, substantially increasing growth and reducing cost
- realigned 150-location real estate portfolio, improved leader effectiveness and implemented programs to increase advisor effectiveness and productivity
- managed operations and advisor productivity activities for 8,000 franchise advisors, including training, practice management and franchise rules
Jul 2010 - Oct 2012
Vice President, Strategy And Business Development
- Managed acquisition and integration of 950 advisors. Developed business case for board and executed post-merger integration plan. Retained over 90% of advisors and executed plan to increase advisor productivity and.
- managed overall plan and timelines to consolidate firms, including leadership design, advisor value proposition, compensation, operations and technology
- led enterprise initiative to implement client experience program across 10,000 advisors, resulting in widespread implementation and improved practices
Jan 2004 - Oct 2009
Senior Manager
Led a team of 30 client and Accenture resources, managing overall project finances. Developed Share Holder Value Analysis for capital markets client. Evaluated client performance against competition and industry averages. Analyzed key drivers of cost, revenue and asset intensity to identify opportunities to improve shareholder value. Managed the.
2002 - 2003
~1 yr
Manager
Led team with roles across Operations, IT and Finance departments. Developed business case for leading consumer brokerage, resulting in major investment in operational infrastructure. Developed distribution strategy for insurance company. Created market entry strategy and business plan for consumer eCommerce venture.
2000 - 2002
~2 yrs
Consultant
Easton Consultants
Evaluated $1 billion merger and acquisition strategy for leading U.S. marketing information company. Managed team, analyzed business economics, forecasted profitability and presented recommendations to Executive Board. Developed business strategies for office equipment and system manufacturers to compete in eCommerce markets.
1995 - 1998
~3 yrs
4 education records
Jeff Gans education
Master Of Business Administration - Mba
University Of Michigan - Stephen M. Ross School Of Business
Bachelor Of Arts - Ba, International Relations
Swarthmore College
Education record
University Of Toronto Schools
Education record
St. Andrews
FAQ
Frequently asked questions about Jeff Gans
Quick answers generated from the profile data available on this page.
What company does Jeff Gans work for?
Jeff Gans works for Purpose Unlimited.
What is Jeff Gans's role at Purpose Unlimited?
Jeff Gans is listed as Chief Customer Officer at Purpose Unlimited.
What is Jeff Gans's email address?
AeroLeads has found 1 work email signal at @foundationwealth.ca for Jeff Gans at Purpose Unlimited.
What is Jeff Gans's phone number?
AeroLeads has found 1 phone signal(s) with area code 647 for Jeff Gans at Purpose Unlimited.
Where is Jeff Gans based?
Jeff Gans is based in Toronto, Ontario, Canada while working with Purpose Unlimited.
What companies has Jeff Gans worked for?
Jeff Gans has worked for Purpose Unlimited, Advisor Solutions By Purpose, Td, Ameriprise Financial, and Accenture.
How can I contact Jeff Gans?
You can use AeroLeads to view verified contact signals for Jeff Gans at Purpose Unlimited, including work email, phone, and LinkedIn data when available.
What schools did Jeff Gans attend?
Jeff Gans holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
What skills is Jeff Gans known for?
Jeff Gans is listed with skills including Strategy, Financial Services, Business Development, Wealth Management, Leadership, Management, Business Strategy, and Equities.
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