Jill Green in

Jill Green

Wildcard · DISC type sic
Wealth Operations Director at MN Wealth Advisors
📍 Kansas City, Missouri, United States

With over 25 years of experience, Jill is the Wealth Operations Director and Business Strategist at MN Wealth Advisors. She leads strategic planning to support growth and profitability, focusing on operational excellence and enhancing the client experience. She holds a Bachelor of Science from Rockhurst University.

Jill is passionate about motivating others to achieve their goals and find their "WHY. " Outside of work, she finds balance and enjoyment through the practice of yoga, baking, trying new recipes, and spending time vacationing at the beach with her family.

She has a unique background that includes being a business coach for entrepreneurs at the Kauffman Foundation and the co-owner of two national franchise restaurants.

Read the full overview →
Experience
27 Years
Current Role
Wealth Operations Director
Job Level
Mid-senior
Location
Kansas City, Missouri, United States
Personality Overview

How Jill shows up

Requires Proof
Friendly But Slow
ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Jill cares about

Strategic Planning
As the firm's Business Strategist, she is responsible for leading strategic planning efforts to support the growth and profitability of the wealth management division.
Operational Excellence
Her role involves managing daily operational activities and maximizing the efficient use of resources to improve the firm's outputs and foster a culture of excellence.
+5 more topics Login to view topics
Career

Work history

3-2023
Wealth Operations Director
MN Wealth Advisors
3-2014 - 2-2023
Chief Operating Officer
Integrity Advisory, LLC
1-2009 - 2-2014
Business Coach - Urban Entrepreneur Partnership (UEP)
Kauffman Foundation
1-2007 - 12-2008
Office Manager - Urban Entrepreneur Partnership (UEP)
Kauffman Foundation
5-2004 - 10-2006
Co-Owner/Business Manager
Bonefish Grill
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Rockhurst University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jill. Free, 10 seconds.