Jay Hummel Email and Phone Number
Jay Hummel work email
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Jay Hummel personal email
I’m on a mission to help the advisory profession become more valuable for clients and better position itself for the future. In addition to serving as a Partner and Co-Founder of Wealth Advisor Growth Network (WAGN) and CEO of AiK2 Insurance Services, I’m the host of the RIA Channel podcast, “Deep Dive.” I specialize in leading through change, building strategic relationships, public speaking, articulating complex items in simple terms, and developing employees.
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Partner And Co-FounderWealth Advisor Growth Network Sep 2019 - PresentDenver, UsWAGN invests in and consults with financial services firms to grow revenue, expand margins, and increase enterprise value. We’re focused on helping independent advisors – and the best-in-class companies that serve them – accelerate growth and realize potential. Learn more at www.wagn.biz.
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CeoAik2 Insurance Services May 2021 - PresentMontclair, Nj, UsAiK2 Insurance Services offers business insurance exclusively for RIAs and their clients. Our simplified process has transformed the industry, making it easier than ever before to understand risk, review real-time solutions, and buy and manage policies in one place – ensuring complete, continuous, and cost-effective coverage. With combined expertise in wealth management, insurance, and technology, we can act as an exclusive broker to consolidate carriers, streamline billing, and protect an advisor’s most valuable asset – their firm. -
Board MemberCompass Cfo Solutions, Llc Aug 2019 - Apr 2021New York, New York, Us -
President3I Partners Llc Feb 2019 - Sep 2019I founded 3i Partners as a management consulting firm with the goal of helping financial services firms deal with the rapidly evolving competitive trends of the industry. We help clients with short and long-term strategic planning, especially focused on operational efficiency, distribution/growth and talent development.
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Senior Vice President - Head Of Personal Financial Solutions BusinessAmerican Century Investments Sep 2016 - Jan 2019Kansas City, Missouri, Us -
Managing Director - Strategic Initiatives And Thought LeadershipEnvestnet, Inc Mar 2016 - Aug 2016Berwyn, Pennsylvania, Us -
Senior Vice President, Advisory ServicesEnvestnet, Inc Jan 2014 - Mar 2016Berwyn, Pennsylvania, Us
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President And Chief Operating OfficerLenox Wealth Management Feb 2010 - Dec 2013
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ManagerWard Group Oct 2006 - Jan 2010Cincinnati, Oh, Us -
Senior AccountantDeloitte & Touche Mar 2001 - Oct 2006Worldwide, Oo
Jay Hummel Skills
Jay Hummel Education Details
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University Of Cincinnati Carl H. Lindner College Of BusinessAccounting
Frequently Asked Questions about Jay Hummel
What company does Jay Hummel work for?
Jay Hummel works for Wealth Advisor Growth Network
What is Jay Hummel's role at the current company?
Jay Hummel's current role is Financial Services Executive, Author, Podcast Host.
What is Jay Hummel's email address?
Jay Hummel's email address is jh****@****agn.biz
What schools did Jay Hummel attend?
Jay Hummel attended University Of Cincinnati Carl H. Lindner College Of Business.
What skills is Jay Hummel known for?
Jay Hummel has skills like Asset Management, Retirement Planning, Executive Management, Financial Services, Cpa, Change Management, Mergers And Acquisitions.
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