Hayden Ess, FRM, EA

Critic
DISC Type : C

Executive Director at Fiduciary Gives

Phoenix, Arizona, United States

Overview

Hayden is a finance professional and Product Manager at Annexus Group with a diverse background in M&A, annuity product development, and investor protection. A Magna Cum Laude graduate of Arizona State University, he holds both Enrolled Agent (EA) and Financial Risk Manager (FRM) certifications and is described by others as professional and knowledgeable.

Outside of finance, Hayden leads a dynamic life as a business owner and wedding DJ. He is actively involved in philanthropy as the Executive Director for Fiduciary Gives and a Partner at Social Venture Partners Arizona. He also enjoys traveling and has an interest in RC planes.

Unique fact: Hayden successfully balances a career in corporate finance with his entrepreneurial venture as a professional DJ.

Personality Overview

Negotiator

ROI Driven

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Annuity Products
As a Product Manager at Annexus, his focus is on annuity product development, corporate finance, and strategic transformations in this specific sector.
Engaged Philanthropy
He is the Executive Director at Fiduciary Gives, expanding access to CFP® certification, and a Partner at Social Venture Partners Arizona, which applies a venture capital approach to philanthropy.
Ethical Financial Advice
His work with Fiduciary Gives focuses on supporting individuals who embody ethical integrity in financial advisory scenarios, aligning with his background in investor protection.

Media Appearances

Hayden has no verified media appearances

Work History

11-2025
Executive Director at Fiduciary Gives
1-2024
Partner at Social Venture Partners Arizona
2-2023
Product Manager at Annexus Group
3-2022 - 2-2023
Business Information & Analytics Lead (via RRD) at Morgan Stanley
8-2021 - 3-2022
Financial Analyst II, Investment Banking (via RRD) at Morgan Stanley

Education

Finance; Magna Cum Laude from Arizona State University
Certificate from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Phoenix, Arizona, United States Job Level : Senior Designation : Executive Director at Fiduciary Gives
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Insights For Selling To Hayden

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hayden is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Hayden

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Hayden move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Hayden take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Hayden

Personality Compatibility


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