Jay P Henriksen, CFP®

Experience

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  Pfizer

  Mar 1995 - Sept 1997

  Area Manager
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  Medtronic

  Oct 1997 - Jun 2017

  Senior Manager, Cardiac Rythym, Coronary, Peripheral, and Endovascular Divisions

  Responsibilities include formulating and implementing sales and marketing strategies for outside sales and clinical teams for multiple Medtronic Divisions. Awarded numerous national performance awards including Corporate CEO Inclusion Award for Outstanding Leadership, the Elite President's Club Award, and pivotal new product Marketing Launch Awards. Recognized for strong leadership and relationship building skills with KOL physicians and C-suite executives. Instrumental in significant new modality product launches. Show less

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  JPH MedDev Consulting

  Jul 2017 - Jan 2018

  Consultant

  Consultant to multiple public, private, and start-up medical device companies. Projects ranged from commercialization of novel coronary and peripheral stent technologies to virtual cost effective network solutions for connecting procedural healthcare professionals.

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  TrestlesWealth Management Group at JKR & Company-www.TrestlesWealth.com

  Jan 2018 - now

  CFP®, Principal Investment Advisor

  "A Holistic Wealth Management Approach"-Our independent practice is aligned with the principles of the Hippocratic Oath, "primum non nocere." Understand the risks, do no harm. Our goal is to alleviate our clients' financial anxieties so that they may focus their time and energy on the more important things like their family, community, and profession. By providing clarity of thought, we help our clients gain "peace of mind."

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  El Niguel Country Club

  Jan 2020 - Dec 2022

  Member Board of Directors
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  Dana Point Entertainment and Arts Council

  Jul 2021 - Jan 2023

  Executive Board Member, CFO