Jeff Thorsteinson Email & Phone Number
Consultant and Coach and Partner @ Advisor Practice Management
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Jeff Thorsteinson Work
- Co-Founder | Practice Management Consultant to Financial Advisors @ (September 2024 - Present)
- Consultant and Coach and Partner @ (September 2024 - Present)
- Practice Management Contributor @ (October 2024 - Present)
- Practice Management Contributor @ (January 2004 - Present)
- Co-Founder, Agora Wealth Corp. @ Agora Wealth Corp. (March 2018 - September 2023)
- Advisor Onboarding and Relations @ (November 2016 - January 2018)
- Director of Practice Management and Marketing, DGWM @ (February 2015 - October 2016)
- Financial Advisor (Consultant) @ (December 2009 - February 2015)
- Co-Founder, SVP Marketing and Practice Management @ (August 2007 - December 2010)
- President and CEO @ Financial Advisor Marketing & Practice Management Consultancy (August 1993 - August 2009)
- Practice Management Contributor @ (January 2005 - December 2007)
- Practice Management Contributor @ (January 2006 - December 2006)
- Teaching Assistant BCIT School of Business @ (January 1987 - April 1993)
- Franchise Owner @ (January 1989 - September 1990)
- Accountant - CN IMAX THEATRE AT CANADA PLACE and OMNIMAX THEATRE AT SCIENCE WORLD @ (June 1987 - September 1989)
- Co-Founder, Head of Practice Management @ (March 2018 - September 2023)
Jeff Thorsteinson Education
- UBC Sauder School of Business
Bachelor of Commerce (B.Com.) (Sauder School of Business)
1989-1993 - Matthew McNair High School
A Raving Fan of the Marlins and a member of the Golf Team & Computer Club
1984-1986 - Charles London | Steveston High
Principal handed me the keys, filled vending machines, computer club, audio/visual & track monster (Junior High School)
1981-1983
Jeff Thorsteinson Skills
- Wealth Management
- Investments
- Retirement Planning
- Strategic Planning
- Financial Services
- Insurance
- Investment Strategies
- Management
- Finance
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Investment Advisory
- Entrepreneurship
- Financial Analysis
- Management Consulting
- Estate Planning
- Financial Planning
- Asset Management
- Project Management
- Consultative Selling
- Business Development
- Coaching
- Marketing Strategy
- Leadership
- Financial Advisory
- Customer Relationship Management Crm
- Team Building
- Banking
- Strategic Partnerships
- Public Speaking
- Sales
- Start Ups
- Capital Markets
- Business Analysis
- Team Management
- Team Leadership
- Asset Allocation
- Strategy
- Sales Management
- Business Planning
- Budgeting
- Program Management
- Marketing
- Risk Management
- Event Management
- Training
- Social Media Marketing
- Business Strategy
- Financial Modelling
- Securities
- Customer Relationship Management
Jeff Thorsteinson Summary
- Jeff Thorsteinson, is currently a Consultant and Coach and Partner at Advisor Practice Management. Jeff Thorsteinson brings experience from previous roles at Advisor Practice Management, Wealth Professional Canada Magazine, Advisor.ca and Agora Wealth Corp.. Jeff Thorsteinson holds a 1989 - 1993 Bachelor of Commerce (B.Com.) in Sauder School of Business @ UBC Sauder School of Business. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Strategic Planning, Financial Services and more. Jeff Thorsteinson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Advisor Practice Management Employees
Grant Hicks
President of Advisor Practice Management
Nanoose Bay, BC, CA
Kim Hicks
Administrator
Calgary, AB, CA
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