John Phoenix
Oprichter bij Wealth Advisor Growth Network LLC
Profiel
John Phoenix is the founder of Wealth Advisor Growth Network LLC, which was founded in 2019.
He holds the title of Director & Partner.
Mr. Phoenix has worked as a Regional Director at Kemper Financial Services, Inc. and Putnam LLC.
He has also held the position of Managing Director & Head-Marketing at Alexander Capital Management Group LLC and MD & Independent Advisor-Network Sales at Envestnet, Inc. Mr. Phoenix received his undergraduate degree from Washington & Lee University.
Actieve functies van John Phoenix
| Bedrijven | Functie | Begin |
|---|---|---|
Wealth Advisor Growth Network LLC
 Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Wealth Advisor Growth Network LLC provides financial services. It offers advisor growth series, general and press coverage. The company was founded by John Phoenix and Jay W. Hummel in October 2019 and is headquartered in Denver, CO. | Oprichter | 01-10-2019 |
Eerdere bekende functies van John Phoenix
| Bedrijven | Functie | Einde |
|---|---|---|
| ENVESTNET, INC. | Verkoop & Marketing | 01-01-2016 |
Putnam LLC
 Putnam LLC Investment ManagersFinance Putnam LLC provided financial services. It investment products included institutional portfolios, IRAs and other retirement plans, mutual funds, variable annuities and alternative investments for institutions and high-net-worth investors. The company was founded in 1937 and was headquartered in Boston, MA. | Corporate Officer/Principal | - |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Corporate Officer/Principal | - |
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Verkoop & Marketing | - |
Opleiding van John Phoenix
| Washington & Lee University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Bedrijven in privébezit | 4 |
|---|---|
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |
Putnam LLC
Putnam LLC Investment ManagersFinance Putnam LLC provided financial services. It investment products included institutional portfolios, IRAs and other retirement plans, mutual funds, variable annuities and alternative investments for institutions and high-net-worth investors. The company was founded in 1937 and was headquartered in Boston, MA. | Finance |
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
Wealth Advisor Growth Network LLC
Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Wealth Advisor Growth Network LLC provides financial services. It offers advisor growth series, general and press coverage. The company was founded by John Phoenix and Jay W. Hummel in October 2019 and is headquartered in Denver, CO. | Technology Services |