John Phoenix
Founder at Wealth Advisor Growth Network LLC
Profile
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.
John Phoenix active positions
Companies | Position | Start |
---|---|---|
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. | Founder | 2019-09-30 |
Former positions of John Phoenix
Companies | Position | End |
---|---|---|
ENVESTNET, INC. | Sales & Marketing | 2015-12-31 |
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 private 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. | Sales & Marketing | - |
Training of John Phoenix
Washington & Lee University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
ENVESTNET, INC. | Technology Services |
Private companies | 4 |
---|---|
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a private 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 |
- Stock Market
- Insiders
- John Phoenix