AeroLeads people directory · profile

Amy Hanophy Email & Phone Number

SVP, Relationship Manager- helping employers and employees get the most out of their 401(k), 403(b), and other retirement plans. at First Western Trust
Location: Denver Metropolitan Area, United States, United States 11 work roles 6 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First Western Trust
Role
SVP, Relationship Manager- helping employers and employees get the most out of their 401(k), 403(b), and other retirement plans.
Location
Denver Metropolitan Area, United States, United States
Company size
309 employees

Who is Amy Hanophy? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Amy Hanophy is listed as SVP, Relationship Manager- helping employers and employees get the most out of their 401(k), 403(b), and other retirement plans. at First Western Trust, a company with 309 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Amy Hanophy.

Amy Hanophy previously worked as Relationship Manager at First Western Trust and VP, Advisory Services at Nfp Retirement Division. Amy Hanophy holds Ma, Education Administration from University Of North Carolina Wilmington.

Company email context

Email format at First Western Trust

This section adds company-level context without repeating Amy Hanophy's masked contact details.

First Western Trust

Review company-level records connected to Amy Hanophy before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Amy Hanophy

Senior Sales and Service Professional with 20 years of experience in the Financial Services Industry. Successfully met and exceeded sales and services goals set forth. I obtained my Qualified Plan Financial Consultant (QPFC) designation in 2014 and my Chartered Retirement Plans Specialist (CRPS) designation in 2009.I am fortunate that I get to utilize my wealth of experience helping retirement plan sponsors meet their goals and objectives, helping individuals meet their financial goals, and helping companies meet their goals by retaining and rewarding their talent.

Current workplace

Amy Hanophy's current company

Company context helps verify the profile and gives searchers a useful next step.

First Western Trust
First Western Trust
SVP, Relationship Manager- helping employers and employees get the most out of their 401(k), 403(b), and other retirement plans.
denver, colorado, united states
Website
myfw.com
Employees
309
AeroLeads page
Company profile
View company profile Email format
11 roles · 35 years

Amy Hanophy work experience

A career timeline built from the work history available for this profile.

Relationship Manager

Current
First Western Trust

Denver, Colorado, United States

May 2024 - Present

Svp, Institutional Client Advisor

Bok Financial

Continuing the role I had with CoBiz Retirement Advisory Services.

Apr 2019 - Dec 2020

Senior Retirement Plan Consultant

Cobiz Retirement Advisory Services

Greater Denver Area

Partnered with a wide variety of employer clients and helped them improve their retirement plan offering by acting as a fiduciary on the plan investments, benchmarked plan costs regularly and negotiated better pricing, also guided employees to better results Managed a large block of retirement plans with a variety of vendors Led group employee education.

Aug 2010 - Jan 2020

Director Of Retirement And Investment Services

Mcmahon And Company

Established Retirement & Investment Services division of the company. Increased retirement plan assets under management by $28 million, and 9 new plans in the first six months. Served as the primary point of contact for 18 companies working with a wide variety of plan vendors.

Nov 2008 - Jun 2009

Wealth Management Advisor

Tiaa-Cref

Managed over 700 high net worth client relationships in the states of Washington and WisconsinRetained 100% of my client base during extremely volatile market periodPrepared, delivered, and implemented over 200 financial plans and annual plan reviewsIncreased company revenue by cross-selling, uncovering additional clients' needs, and consolidating clients.

Apr 2007 - Nov 2008

Senior Employee Benefit Specialist & Account Executive

Principal Financial Group

Managed retirement plan relationships with 130 different employers and approximately 35 different plan advisors. Prepared retirement plan reviews, made plan design recommendations based on employers' goals and objectives, and served as primary point of contact for employer and advisor. Delivered sales presentations and education meetings to plan.

May 2003 - Mar 2007

Sales Manager

Charles Schwab & Company, Inc

Directed a team of stock brokers whose primary mission was to bring new assets to SchwabCoached and developed sales representatives into the top Retail Business team in the country, achieving over $700 million in new assets in 2002Hired and developed over a dozen individuals, most of whom distinguished themselves as top performers, including two of the top.

Jan 2000 - Dec 2002

Interim Branch Manager And Investment Specialist

Charles Schwab

Managed Retail Branch and served as advisor to individual clients Created business development strategies which achieved $90-110 million per quarter in new assets Advised individual clients, providing education and investment strategies to meet financial goals Oversaw retail operations including daily review of trade reports, all audit functions, new.

Jan 1997 - Jan 2000

Financial Advisor

Prudential Financial

Primary mission to build a book of clients through cold-calling and networkingDeveloped diversified portfolios comprised of stocks, bonds, and mutual funds for clients

Aug 1996 - Sep 1997

Sales Associate

Boseman'S Sporting Goods
1991 - 1995 ~4 yrs
Team & coworkers

Colleagues at First Western Trust

Other employees you can reach at myfw.com. View company contacts for 309 employees →

LS Linda Sherman Linda Sherman Colleague at First Western Trust Denver Metropolitan Area, United States View → HJ Heather Jaquez Heather Jaquez Colleague at First Western Trust Pinedale, Wyoming, United States, United States View → TB Tristan Barbattini Tristan Barbattini Colleague at First Western Trust Loveland, Colorado, United States, United States View → MM Melissa Montgomery-Fitzsimmons Melissa Montgomery-Fitzsimmons Colleague at First Western Trust Denver, Colorado, United States, United States View → CD Connie Dionisio Connie Dionisio Colleague at First Western Trust Englewood, Colorado, United States, United States View → LG Lauren Guillet Lauren Guillet Colleague at First Western Trust Denver, Colorado, United States, United States View → KR Kimberly Romero Kimberly Romero Colleague at First Western Trust Denver, Colorado, United States, United States View → EB Elois Brown Elois Brown Colleague at First Western Trust Paradise Valley, Arizona, United States, United States View → GP Grant Pearce Grant Pearce Colleague at First Western Trust Denver, Colorado, United States, United States View → CS Carol Streets Carol Streets Colleague at First Western Trust Denver, Colorado, United States, United States View →
6 education records

Amy Hanophy education

B.S, Physical Education

University Of North Carolina

Education record

University Of North Carolina

Track and Cross-Country Coach AWARDS Inducted into the Athletic Hall of Fame

Education record

Bloomingdale High School

Activities and Societies: Secretary of the Student Advisory Committee, participated in Track and Cross Country, Freshman Class President

Education record

Charleston High School
FAQ

Frequently asked questions about Amy Hanophy

Quick answers generated from the profile data available on this page.

What company does Amy Hanophy work for?

Amy Hanophy works for First Western Trust.

What is Amy Hanophy's role at First Western Trust?

Amy Hanophy is listed as SVP, Relationship Manager- helping employers and employees get the most out of their 401(k), 403(b), and other retirement plans. at First Western Trust.

Where is Amy Hanophy based?

Amy Hanophy is based in Denver Metropolitan Area, United States, United States while working with First Western Trust.

What companies has Amy Hanophy worked for?

Amy Hanophy has worked for First Western Trust, Nfp Retirement Division, Bok Financial, Cobiz Retirement Advisory Services, and Mcmahon And Company.

Who are Amy Hanophy's colleagues at First Western Trust?

Amy Hanophy's colleagues at First Western Trust include Linda Sherman, Heather Jaquez, Tristan Barbattini, Melissa Montgomery-Fitzsimmons, and Connie Dionisio.

How can I contact Amy Hanophy?

You can use AeroLeads to view verified contact signals for Amy Hanophy at First Western Trust, including work email, phone, and LinkedIn data when available.

What schools did Amy Hanophy attend?

Amy Hanophy holds Ma, Education Administration from University Of North Carolina Wilmington.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.