Greg Hayes, Aif® Email and Phone Number
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Greg Hayes, Aif® personal email
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Greg Hayes, Aif® phone numbers
As a Senior Advisor and Shareholder at Iron Horse Wealth Management, LLC, I bring over nine years of experience specializing in the management of retirement plans and endowment assets for nonprofit organizations. Holding both the Accredited Investment Fiduciary (AIF) and Certified Financial Education Instructor (CFEI) credentials, I am dedicated to delivering expert fiduciary guidance and comprehensive financial education to plan sponsors and employees across diverse industries.I work closely with each client to create, implement, and monitor tailored retirement plans—whether a Simple IRA, SEP IRA, 401(k), or 403(b)—that align with their unique vision, values, and goals. In addition, I collaborate with trusted professionals, including CPAs, attorneys, and third-party administrators, to ensure compliance and operational efficiency. My mission is to empower clients to offer impactful benefits and provide employees with the best opportunities for retirement success.
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Senior Financial AdvisorApella WealthJohnston, Ia, Us
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Shareholder And Senior Advisor, Retirement Plan ManagementIron Horse Wealth Management, Llc Nov 2015 - PresentJohnston, Iowa, UsFee only financial planner helping people reach their financial goals. -
Branch ManagerMidwest Heritage Bank Oct 2011 - Nov 2015West Des Moines, Ia, UsPlan, develop and implement practices and programs that achieve Midwest Heritage Bank’s objectives for multiple bank locations. Recruit, retain and motivate high quality employees that understand and utilize bank and corporate sales marketing and operational strategies. Provide sales and operating leadership in order to achieve growth, income and profitability objectives. Increase the cross sell opportunities by showing the customer the benefits of having a full service financial center. -
Personal BankerWells Fargo Bank Oct 2009 - Oct 2011San Francisco, California, UsAssist customers in meeting their financial needs through various banking and investment products available to them through Wells Fargo. Encourage every customer to strengthen their relationship with Wells Fargo by educating them what products are offered and showing the benefits of having all of their relationship with one financial institution. -
Sales Relationship RepWells Fargo Bank Sep 2004 - Oct 2009San Francisco, California, UsTalk to prospective retailers about the benefits of the sales finance programs offered through Wells Fargo. Assist those dealers in growing their business through those programs by promoting and marketing the finance program in conjunction with their products. Cross sell other Wells Fargo products that will help the business owner realize a cost savings or the benefit of efficiency.
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ClaimsProgressive Corporation Mar 2002 - Sep 2004Mayfield Village, Oh, UsManage the entire claims process for automotive insurance claims. Interviewed those involved, damage cost estimates and closed claims all within the quality and speed guidelines that were expected by both the company and the customers. -
Sales ManagerSears, Roebuck And Co. Sep 1994 - Feb 2002Chicago,, Il, UsManaged multiple hardline departments, increase year over year sales in every department that I managed. Took care of all day to day activities in my departments including merchandising, hiring, training and coaching a staff of comission sales people.
Greg Hayes, Aif® Skills
Greg Hayes, Aif® Education Details
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Loras CollegeFinance -
Wahlert Catholic High SchoolN/A
Frequently Asked Questions about Greg Hayes, Aif®
What company does Greg Hayes, Aif® work for?
Greg Hayes, Aif® works for Apella Wealth
What is Greg Hayes, Aif®'s role at the current company?
Greg Hayes, Aif®'s current role is Senior Financial Advisor.
What is Greg Hayes, Aif®'s email address?
Greg Hayes, Aif®'s email address is gr****@****hoo.com
What is Greg Hayes, Aif®'s direct phone number?
Greg Hayes, Aif®'s direct phone number is +151355*****
What schools did Greg Hayes, Aif® attend?
Greg Hayes, Aif® attended Loras College, Wahlert Catholic High School.
What are some of Greg Hayes, Aif®'s interests?
Greg Hayes, Aif® has interest in Children, Economic Empowerment, Education, Environment, Arts And Culture, Health.
What skills is Greg Hayes, Aif® known for?
Greg Hayes, Aif® has skills like Sales, Banking, Training, Recruiting, Marketing, Coaching, Loans, Mortgage Lending, Commercial Lending, Credit, Retail, Consumer Lending.
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