Jeffrey S. Magson
Franchise Field Vice President, Ameriprise Financial
- Role
- Franchise Field Vice President at Ameriprise Financial Services, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jeffrey S. Magson
As Chief Revenue Officer, I lead the daily business development of the firm, while also working with the KWM team of experts to provide coaching and consulting services direct to our CPA and advisor clients. Namely I help CPA firms assess their current business structure and strategy, integrate wealth management and business advisory services, and drive client acquisition through comprehensive marketing strategies and partnerships. I also support M&A activity for accounting and financial advisory firms in tandem with our team of acquisition and succession experts.
Experience
Franchise Field Vice President
Ameriprise Financial Services, LLC
Mar 2025 — Present
Education
Widener University
Bs, Hospitality Management
1990 — 1992
The Peddie School
College/University Preparatory and Advanced High School/Secondary Diploma Program
1982 — 1986
Skills
- Sales
- Investments
- Strategy
- Insurance
- Recruiting
- Finance
- Leadership
- Financial Analysis
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