Gregory Manto, Apma™, Crpc® Email and Phone Number
Gregory Manto, Apma™, Crpc® work email
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Gregory Manto, Apma™, Crpc® personal email
Gregory Manto, Apma™, Crpc® phone numbers
Iron Birch Advisors®, a Private Wealth Advisory Firm of Ameriprise was created to offer unlimited advice, support to both advisors and clients, and unique opportunities. Joining as a Managing Partner provided for the ability and autonomy to be able to serve the public in the most efficient manner. I had the privilege of serving seventeen years in various roles with my prior company and then the time came where we needed to form something where we can act as fiduciaries, continue to maintain unbiased views and something we can all call “our own“. In 2024, Iron Birch Advisors was inducted into the Chairman's Advisory Council of Ameriprise; the top 1% of all practices within Ameriprise throughout the country.Special attention has been on the creation of departments with different areas of expertise. Departments such as planning for those with special needs, life insurance, group benefits, retirement planning, corporate benefits, alternative investments and an emphasis on educating the female market.As a firm, some of our designations include:• Accredited Portfolio Management Advisor (APMA)• Certified Annuity Specialist (CAS)• Chartered Advisor in Philanthropy (CAP)• Chartered Financial Consultant (ChFC)• Certified Financial Planner (CFP)• Certified Public Accountant (CPA)• Chartered Fund Specialist (CFS)• Chartered Life Underwriter (CLU)• Chartered Retirement Planning Counselor (CRPC)• Chartered Special Needs Consultant (ChSNC)• Retirement Income Certified Professional (RICP)We're all about giving back— many of the advisors at Iron Birch are past or present board members of non-for-profit organizations, socially responsible and pay forward with both time and resources because we know how important it is to help others succeed. The partners and associates at Iron Birch Advisors® formed the bond we did and are here together because we are like family, we respect one another and enjoy each other’s company. At the end of the day, we all have fun doing what we do. It is an honor to serve you, your family and your loved ones.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
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Managing DirectorIron Birch Advisors® Aug 2018 - PresentNew York, New York, Us
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Managing PartnerAmeriprise Financial Services, Inc. Aug 2018 - PresentMinneapolis, Mn, Us -
Secretary Board Of DirectorsHealthy-Finds Aug 2021 - PresentAustin, Texas, Us -
Executive Board MemberFinance Lobby Apr 2021 - PresentMiami, Fl, Us -
Finance And Business Council MemberForbes Finance Council Feb 2021 - PresentBoston, Ma, Us -
Advisory Board MemberCommunity Charitable Service Center Apr 2021 - PresentCommunity Charitable Service Center is a nonprofit that provides general education, job training, and job placement services to high school dropouts and adults in low-income situations. -
Member Of The New York Regional Board Of DirectorsBottom Line Jan 2019 - Nov 2020Boston, Ma, UsBottom Line helps low-income and first-generation-to-college students get to and through college. Bottom Line is committed to building strong connections with students, providing them with individual support, and ensuring they have the guidance they need to persist and earn a college degree.I've mentored undergraduate and graduate students of Baruch College for years and to accept my nomination for the board was not only an honor but a means for me to be able to give back in a more magnified fashion. -
Executive Vice PresidentAxa Jan 2016 - Aug 2018Paris, Fr, Fr -
National Director Of Management DevelopmentAxa Advisors, Llc Jan 2015 - Jan 2018New York, Ny, Us -
Senior Vice PresidentAxa Advisors, Llc Jan 2010 - Dec 2015New York, Ny, Us
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Vice PresidentAxa Advisors, Llc Jan 2007 - Jan 2010New York, Ny, Us
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Financial PlannerAxa Advisors, Llc Jan 2002 - Jan 2007New York, Ny, Us
Gregory Manto, Apma™, Crpc® Skills
Gregory Manto, Apma™, Crpc® Education Details
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Baruch CollegeAnd Securities Law
Frequently Asked Questions about Gregory Manto, Apma™, Crpc®
What company does Gregory Manto, Apma™, Crpc® work for?
Gregory Manto, Apma™, Crpc® works for Iron Birch Advisors®
What is Gregory Manto, Apma™, Crpc®'s role at the current company?
Gregory Manto, Apma™, Crpc®'s current role is Managing Director at Iron Birch Advisors.
What is Gregory Manto, Apma™, Crpc®'s email address?
Gregory Manto, Apma™, Crpc®'s email address is gr****@****mpf.com
What is Gregory Manto, Apma™, Crpc®'s direct phone number?
Gregory Manto, Apma™, Crpc®'s direct phone number is +121240*****
What schools did Gregory Manto, Apma™, Crpc® attend?
Gregory Manto, Apma™, Crpc® attended Baruch College.
What skills is Gregory Manto, Apma™, Crpc® known for?
Gregory Manto, Apma™, Crpc® has skills like Leadership, Management, Finance, Insurance, Financial Services.
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