Jay Heflin
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Jay Heflin Email & Phone Number

Registered Investment Advisor Representative, Financial and Retirement Cash Flow Planning, Wealth Management, Fiduciary at Yes Wealth Management
Location: Greater Minneapolis-St. Paul Area, United States 9 work roles 3 schools
1 work email found @genmills.com 6 phones found area 612, 763, and 401 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email j****@genmills.com
Direct phone (612) ***-****
LinkedIn Profile matched
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Current company
Role
Registered Investment Advisor Representative, Financial and Retirement Cash Flow Planning, Wealth Management, Fiduciary
Location
Greater Minneapolis-St. Paul Area, United States
Company size

Who is Jay Heflin? Overview

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Quick answer

Jay Heflin is listed as Registered Investment Advisor Representative, Financial and Retirement Cash Flow Planning, Wealth Management, Fiduciary at Yes Wealth Management, a with 8 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at genmills.com, phone signal with area code 612, 763, 401, and a matched LinkedIn profile for Jay Heflin.

Jay Heflin previously worked as Senior Strategic Advisor at Yes Wealth Management and Sales Director, Convenience Channel at General Mills. Jay Heflin holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Ucla Anderson School Of Management.

Company email context

Email format at Yes Wealth Management

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{first}.{last}@genmills.com
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AeroLeads found 1 current-domain work email signal for Jay Heflin. Compare company email patterns before reaching out.

Profile bio

About Jay Heflin

We believe in the value of a personal relationship.We make financial advice something you can understand.We design wholly individualized portfolios.We value honesty above everything.WHAT - We are optimistic communicators of expert financial understanding, turning white-noise industry speak into real-human speakWHY - We believe that everyone - without distinction - has a right to sensible financial advice that resonates with careABOUT MEWorked at General Mills as Sales & Marketing executivePartnered with Bob Schneeweis on personal portfolios for over 25 yearsAdept at helping individuals leverage their corporate compensation plans to facilitate retirement plansInformation provided on this social media profile is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided after entering into an advisory agreement with Yes Wealth, and providing Yes Wealth with all requested background and account information.

Listed skills include Investment Strategies, Asset Allocation, Retirement Planning, Strategy, and 29 others.

Current workplace

Jay Heflin's current company

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Yes Wealth Management
Yes Wealth Management
Registered Investment Advisor Representative, Financial and Retirement Cash Flow Planning, Wealth Management, Fiduciary
mahtomedi, minnesota, united states
Website
Employees
8
AeroLeads page
9 roles · 12 years

Jay Heflin work experience

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

Senior Strategic Advisor

Current

86 Mahtomedi Ave, Mahtomedi Mn 55115

"Fiduciary" means YOUR best interest comes first. We only do better when you do better!We are leaders in Risk Management strategy, co-founding CAIA and literally writing the book on Post Modern Theory.We work with both our new and experienced clients to grow their investments in optimally individualized Wealth Building portfolios.We let you put your money where your ideals are! Many people want to support their principles through their investments, but do not want to sacrifice return.https://yeswealth.com/

2015 - Present ~11 yrs 6 mos

Sales Director, Convenience Channel

Greater Minneapolis-St. Paul Area

- Led launch of Crossmark retail sales team to support GMI direct selling through 300,000 annual calls on 50,000 convenience stores resulting in over 1.5 avg distribution points gained per store call- Goal was breakeven expense in year one and accretive earnings in year two. Accomplished 80% of year one goal, and exceeded year two goal.- In Sales Director role, quickly assessed a sales execution disconnect from historical business charter, and partnered with National Sales Director and Channel Marketing Director to change sales execution resulting in double digit growth on core SKUs and select new products via targeted distribution growth focus.

Jun 2013 - Jan 2015

Trade & Business Development Director, Foodservice & Convenience Channels

Greater Minneapolis-St. Paul Area

- Responsible for Foodservice and Convenience Channel Trade Financial results through trade strategy implementation, with focus on driving trade spending efficiency and effectiveness.- Led strategic trade restructure which enabled sales teams to better leverage their controllable trade to deliver volume growth while delivering on target spending- Successfully negotiated contracts at major distributors (Sysco, US Foodservice, Gordon Foodservice) and Food Management & GPO firms (Sodexo, Aramark, Compass, Premier)- Partnered with Marketing and Sales Leadership to develop integrated business goals and metrics each year and personally led the joint business planning process between HQ and the field

Jun 2006 - May 2013

Segment Director, Supermarket Bakeries

Greater Minneapolis-St. Paul Area

- Senior Sales Lead with PNL responsibility for the In Store Bakery segment of GMI's Bakeries and Foodservice Division.- Key customers included Ahold, Kroger, Safeway, SUPERVALU, A&P and Wakefern.- Managed strategic organizational downsizing to support Division manufacturing restructure, while driving improved financial results through trade spending / pricing management. - Developed strategic plan which enabled new organization to achieve 4 years of superior results

Feb 2004 - May 2006

Senior Vice President Sales

Small Planet Foods

Sedro -Wooley Washington

- Senior sales lead, trade & Organic Channel owner for Small Planet Foods (organic food company purchased by General Mills and run as a wholly owned subsidiary).- Responsible for driving sales & profit while preparing company for future integration as GMI Marketing Division which happened in September, 2003.- Maintained high level customer relationships at top natural food retailers like Whole Foods and Wild Oats, as well as top grocery retailers, including Ahold, Costco, Kroger, Publix. - Developed relationships with leading natural food distributors and specialty grocery distributors, and served on Vendor Advisory Boards at Whole Foods and Wild Oats.- Grew one million cases each year for four years

Mar 2000 - Feb 2004

Trade Marketing Director

Greater Minneapolis-St. Paul Area

- Led trade plan development for GMI's Snacks retail grocery division, and guided field sales implementation of trade programs to accomplish sales and marketing objectives.- Led development of key metrics and analytics as part of Trade Marketing Leadership team to align retail sales and marketing on goals, strategies and plans.- Member of original core team of directors who created trade marketing department, took trade ownership and responsibility from marketing teams.

Jun 1997 - Feb 2000

Marketing Manager

Greater Minneapolis-St. Paul Area

- Brand Manager on Betty Crocker Cake & Frosting and Wheaties Franchise, responsible for managing all aspects of brand, including positioning, merchandising, promotion, advertising, new product launches, reformulation and PNL.- Led cross functional teams, including sales, R&D, consumer insights and promotions to deliver business results on the brands.- On Wheaties, also responsible for development and execution of sports promotions as well as negotiating contracts with high level athletes and sports leagues for use of their images in advertising, promotional and packaging initiatives. - Successfully negotiated league contracts with NFL, MLB, and MLB Players Association. Signed Tiger Woods as 8th Champion in Wheaties 75 year history in 1997 to replace Michael Jordan who retired. - NASCAR – key member of team who created the Cheerios Racing Team and sold it to GMI. Secured partnership with Dale Earnhardt Sr. to race #3 Wheaties car at 1997 Winston Select.

Jan 1995 - Jun 1997

Manager Sales Planning

Greater Minneapolis-St. Paul Area

- Key sales liaison role working for Zone VP at HQ in Minneapolis and partnering with Gold Medal and Betty Crocker marketing division presidents and marketing directors- Guided Product Sales Manager role assigned to the various brand teams in each division

Sep 1993 - Dec 1995

Field Sales Management

Various

- Various Field based sales leadership positions in California, Texas, Florida and Colorado- Field Sales roles included Sales Representative, Account Manager, Region Sales Assistant- Major customers covered included Fleming, Military, Kroger, Albertsons, Winn Dixie, Safeway- Field Management roles included District Sales Manager in Miami, Product Sales Manager (HQ role in Minneapolis), Manager Promotion & Merchandising in Denver & So. Cal and Manager Field Sales in No. Cal and So. Cal

Dec 1979 - Sep 1993
Team & coworkers

Colleagues at Yes Wealth Management

Other employees you can reach at yeswealth.com. View company contacts for 8 employees →

3 education records

Jay Heflin education

Ba, History

Activities and Societies: Worked full time at Vons Grocery

High School

Mission Viejo High School
FAQ

Frequently asked questions about Jay Heflin

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

What company does Jay Heflin work for?

Jay Heflin works for Yes Wealth Management.

What is Jay Heflin's role at Yes Wealth Management?

Jay Heflin is listed as Registered Investment Advisor Representative, Financial and Retirement Cash Flow Planning, Wealth Management, Fiduciary at Yes Wealth Management.

What is Jay Heflin's email address?

AeroLeads has found 1 work email signal at @genmills.com for Jay Heflin at Yes Wealth Management.

What is Jay Heflin's phone number?

AeroLeads has found 6 phone signal(s) with area code 612, 763, 401 for Jay Heflin at Yes Wealth Management.

Where is Jay Heflin based?

Jay Heflin is based in Greater Minneapolis-St. Paul Area, United States while working with Yes Wealth Management.

What companies has Jay Heflin worked for?

Jay Heflin has worked for Yes Wealth Management, General Mills, and Small Planet Foods.

Who are Jay Heflin's colleagues at Yes Wealth Management?

Jay Heflin's colleagues at Yes Wealth Management include Jane White Schneeweis 🔷 ✅, Ben Johnson, Bob Schneeweis, Thomas Schneeweis, and Ajay Tiwari.

How can I contact Jay Heflin?

You can use AeroLeads to view verified contact signals for Jay Heflin at Yes Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jay Heflin attend?

Jay Heflin holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Ucla Anderson School Of Management.

What skills is Jay Heflin known for?

Jay Heflin is listed with skills including Investment Strategies, Asset Allocation, Retirement Planning, Strategy, Trade Marketing, Customer Insight, Consumer Products, and Grocery.

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