AeroLeads people directory · profile
Eileen Mahoney Aif, Chsa, Iar Email & Phone Number
Vice President Sales Operations
at
Wealthspire Retirement Advisory
1 work email found
@cafarogreenleaf.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President Sales Operations
Location
Little Silver, New Jersey, United States
Who is Eileen Mahoney Aif, Chsa, Iar? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Eileen Mahoney Aif, Chsa, Iar is listed as Vice President Sales Operations at Wealthspire Retirement Advisory, based in Little Silver, New Jersey, United States. AeroLeads shows a work email signal at cafarogreenleaf.com and a matched LinkedIn profile for Eileen Mahoney Aif, Chsa, Iar.
Eileen Mahoney Aif, Chsa, Iar previously worked as AVP/Proposal Manager, Wealth & Retirement at Nfp, An Aon Company and AVP/Senior RFC Strategist at Nfp Advisor Services. Eileen Mahoney Aif, Chsa, Iar holds Bachelor Of Arts, Political Science/Communications from West Virginia University.
Company email context
Email format at Wealthspire Retirement Advisory
This section adds company-level context without repeating Eileen Mahoney Aif, Chsa, Iar's masked contact details.
*@cafarogreenleaf.com
68% confidence
AeroLeads found 1 current-domain work email signal for Eileen Mahoney Aif, Chsa, Iar. Compare company email patterns before reaching out.
Profile bio
About Eileen Mahoney Aif, Chsa, Iar
Strategic, results-oriented relationship manager and retirement plan specialist. A creative problem solver and proactive change agent who makes well-founded decisions based on data and analytics to support organizational objectives. Employs highly effective interpersonal and persuasive skills; expert at leading, motivating, and directing others in a supportive, cooperative team environment. Holds a Bachelor of Arts focused in Political Science/Communications from West Virginia University.
Listed skills include Management, Strategic Planning, Strategy, Leadership, and 4 others.
Current workplace
Eileen Mahoney Aif, Chsa, Iar's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 32 years
Eileen Mahoney Aif, Chsa, Iar work experience
A career timeline built from the work history available for this profile.
Avp/Proposal Manager, Wealth & Retirement
Current
Jan 2024 - Present
Avp/Senior Rfc Strategist
Jan 2022 - Jan 2024
Relationship Manager
Cafaro Greenleaf
- Manage 32 retirement plans, specializing in private-school 403(b) plans, small-business 401(k) plans, and individual retirement plans for wealth-management clients
- Troubleshoot plan sponsor questions, most recently for the CARES and SECURE Acts
- Develop and conduct retirement-plan education for clients, including building relationships with plan sponsors, HR teams, and clients’ employees
Jan 2020 - Jan 2022
Director Of Client Service And Administration
Cafaro Greenleaf
- Led client service management team to deliver firm-level management reporting, compliance with industry standards, new client on-boarding, client relationship management/CRM, and RFP support
- Managed fiduciary vault for 150-plus clients and advisors; researched prospects, competitors, and industry practices; interacted with client organizations’ HR managers, CFOs, controllers, and investment committees
- Improved client onboarding process by implementing new system for tracking data
- Ensured compliance with regulations, industry standards, and firm procedures
Jan 2017 - Jan 2020
Grants Administrator
- Researched, composed, and submitted proposals, including detailed budgets, to foundations and corporations to support HABcore programs
- Prepared the annual grant budget for forecasting annual grant revenue
- Researched new leads and built relationships with new foundations
Jun 2014 - Jan 2017
Special Events Coordinator
- Managed all aspects of fundraising events, coordinating with staff and board members
- Prepared annual and individual event budgets; reported fundraising results
- Increased attendance and revenue at special events every year from 2012 to 2016 through relationship building, community engagement, and innovative fund raising
Nov 2011 - Jan 2017
Vice President
- Streamlined workflow procedures and coordinated key client communications within accounts management
- Coordinated contact data and executed annual firm-wide mailings to clients in compliance with SEC regulations
Dec 1999 - Mar 2009
Project Specialist
- Coordinated projects with the HR and facilities departments as well as individual group managers
- Served as an integral part of the audit team and business continuity team for annual internal, SAS70, and SEC audits as well as Business Continuity Plan documentation and testing
1999 - 2009
~10 yrs
Operations Manager
- Managed team of 10-12 to handle cash reconciliation and trade settlement functions for over 200 private accounts and 15 mutual and hedge funds
- Implemented procedures for the newly acquired Philadelphia branch, including checks and balances on trade execution and submission
1994 - 1999
~5 yrs
Associate
- Managed a team of employees responsible for daily account reconciliation
- Managed daily interaction with custodian banks, third-party fund administrators, and internal trading and accounting teams
Jun 1994 - Dec 1996
1 education record
Eileen Mahoney Aif, Chsa, Iar education
FAQ
Frequently asked questions about Eileen Mahoney Aif, Chsa, Iar
Quick answers generated from the profile data available on this page.
What company does Eileen Mahoney Aif, Chsa, Iar work for?
Eileen Mahoney Aif, Chsa, Iar works for Wealthspire Retirement Advisory.
What is Eileen Mahoney Aif, Chsa, Iar's role at Wealthspire Retirement Advisory?
Eileen Mahoney Aif, Chsa, Iar is listed as Vice President Sales Operations at Wealthspire Retirement Advisory.
What is Eileen Mahoney Aif, Chsa, Iar's email address?
AeroLeads has found 1 work email signal at @cafarogreenleaf.com for Eileen Mahoney Aif, Chsa, Iar at Wealthspire Retirement Advisory.
Where is Eileen Mahoney Aif, Chsa, Iar based?
Eileen Mahoney Aif, Chsa, Iar is based in Little Silver, New Jersey, United States while working with Wealthspire Retirement Advisory.
What companies has Eileen Mahoney Aif, Chsa, Iar worked for?
Eileen Mahoney Aif, Chsa, Iar has worked for Wealthspire Retirement Advisory, Nfp, An Aon Company, Nfp Advisor Services, Cafaro Greenleaf, and Habcore Inc.
How can I contact Eileen Mahoney Aif, Chsa, Iar?
You can use AeroLeads to view verified contact signals for Eileen Mahoney Aif, Chsa, Iar at Wealthspire Retirement Advisory, including work email, phone, and LinkedIn data when available.
What schools did Eileen Mahoney Aif, Chsa, Iar attend?
Eileen Mahoney Aif, Chsa, Iar holds Bachelor Of Arts, Political Science/Communications from West Virginia University.
What skills is Eileen Mahoney Aif, Chsa, Iar known for?
Eileen Mahoney Aif, Chsa, Iar is listed with skills including Management, Strategic Planning, Strategy, Leadership, Social Media, Client Services, Nonprofit Organizations, and Operations Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Eileen Mahoney Aif, Chsa, Iar you were looking for.
Eileen Mahoney AIF, CHSA, IAR, SHRM-CP
2 email domains