Jeff Janz Email and Phone Number
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CORE COMPETENCIES: Looking to work from home and also hybrid sales today. 15 Years External Wholesaling for 3 firms, I specialize in the Independent and Banking Channel In the past I have focused on the 28 partner firms aligned with Ameriprise Financial Advisors. Deep relationships with top 10% Ameriprise Private Wealth Advisors across the US, I also feature independent channel , banking channel contacts in MN,IA, MO, IL.3 years experience as a Financial Advisor in a bank setting. 5 years Internal Wholesaling, phone presentation, CRM, Webex. Consultative Sales Time management skills and business planning abilities to cover 10 states. Also was one Wholesaler covering a National Footprint! Uniques abilities on both sides: The "UNTEACHABLE" skills - relationship and rapport building, work ethic - Quite simply I love this work and it shows as I am truly interested in each advisor and how to help find solutions to build their business. The "TEACHABLE" - Give me a product, I will study it, build passion around it and become your top tier sales professional. Team Player - Wholesaling and FA, IS A CONTACT SPORT inside and outside the firm.
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Candidate Conducting Career SearchNot A CompanyIllinois, United States
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Candidate Conducting Career SearchNot A Company Aug 2018 - Present -
Financial AdvisorEdward Jones Feb 2018 - Jul 2018Greater Chicago AreaGathering clients and assets. Sharing with clients nearly 30 years of personal experience in the asset management industry. Growing a world class fee based practice - utilizing hands on experience working with alternative products as well as the traditional choices to optimize portfolios. -
CandidateSelf Employed Aug 2016 - Feb 2018Greater Chicago AreaCurrently seeking opportunities in the Independent and Banking Channel. Structured Products, SMA,ETF, Derivatives, Wealth Mangement Consulting, MF wholesaling experience in these areas.
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Region Sales DirectorVictory Capital Management Aug 2015 - Jul 2016Mn, Ia, Mo, Wi, Il, In, Mi, Oh, PaCovering 11 states around the Great Lakes Region. Victory Capital Management is a multi-boutique asset manager that houses 10 independent investment franchises covering everything from ETFs to Mutual Funds & SMAs.This position expanded my abilities to work with all classes of RIA, Indy, and Bank Channels -
Senior Vice President, Merion Capital Group, Representing Hsbc Bank Structured Products Sales To AmeHsbc Retail Banking And Wealth Management Apr 2009 - Oct 2014Wholesaling HSBC Structured Products with a National footprint to Amerprise Financial Advisors, Inc.18th year working with Ameriprise Financial Advisors. I have deep relationships with top 1%, Private Wealth, and Franchise Consultants at Ameriprise. -
Region Vp, Managed Accounts - Player/CoachAmeriprise Financial Services, Inc. Feb 2006 - Feb 2009Player/Coach Leading 5 Wholesaling Teams while running a 10 state region. #1 in sales year after year - legacy wholesaler statusAbilites: Well defined wholesaling leadership philosophy. Can adapt to changing products and strategies. Introduced Presentation training, quality sales call training, advisor practice management concepts, systems, client acquisition strategies, marketing leadership. Impressive time management skills -
Region Vice President, Great LakesAmeriprise Financial Jan 2003 - Feb 2006Actually covered 22 out of 32 regional market groups in the US during this time. Responsible to select 300 advisor to target wholesaling to among 2000. Products changed annually - from Brokerage, Margin, Transaction Business to Wrap Accounts, SMAs, and Quant Driven Model Portfolios. #1 in Sales in most quarters
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Frequently Asked Questions about Jeff Janz
What company does Jeff Janz work for?
Jeff Janz works for Not A Company
What is Jeff Janz's role at the current company?
Jeff Janz's current role is Candidate Conducting Career Search.
What is Jeff Janz's email address?
Jeff Janz's email address is je****@****msn.com
What is Jeff Janz's direct phone number?
Jeff Janz's direct phone number is +121689*****
What schools did Jeff Janz attend?
Jeff Janz attended University Of Wisconsin-Eau Claire.
What skills is Jeff Janz known for?
Jeff Janz has skills like Series 7, Financial Advisory, Retirement Planning, Strategy, Mutual Funds, Investment Advisory, Finance, Wealth Management, Investments, Series 63, Asset Management, Finra.
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1edwardjones.com
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Jeff Janz
Retired Vice President Retention And Completion At Milwaukee Area Technical College; Retired Associate Vp At Marquette University; Emeritus Dean Of Students/Executive Director Of Residence Life At Uw-Whitewater; EmeritusWaukesha, Wi2marquette.edu, matc.edu
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