John Phoenix
Fundador en Wealth Advisor Growth Network LLC .
Perfil
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.
Cargos activos de John Phoenix
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/10/2019 |
Antiguos cargos conocidos de John Phoenix.
| Empresas | Cargo | Fin |
|---|---|---|
| ENVESTNET, INC. | Ventas & 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. | Ventas & Marketing | - |
Formación de John Phoenix.
| Washington & Lee University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Empresas privadas | 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 |
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