Phoenix Financial
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Phoenix Financial Employees
Employee
Years
Job
Industry
James Prophete James Prophete's Phoenix Financial Experience February 2005 - August 2011
Job Helping families and businesses protect their financial future.
Industry Insurance
Experience
Cover Me Right Insurance April 2004 - Present
PMAUSA December 2013 - November 2014
Arthur J. Gallagher & Co. March 2014 - July 2014
Walden University 2012 - 2012
Phoenix Financial February 2005 - August 2011
Skills
Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Life Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Retirement, Insurance, Retirement Planning, Project Management, Strategic Financial..., Financial Analysis, Workers Compensation, General Insurance, Employee Benefits, Sales Management
Education
Walden University 2012 — 2014
DBA, Healthcare Management
Palm Beach Atlantic University 2009 — 2011
MBA, Business
Cover Me Right Insurance April 2004 - Present
PMAUSA December 2013 - November 2014
Arthur J. Gallagher & Co. March 2014 - July 2014
Walden University 2012 - 2012
Phoenix Financial February 2005 - August 2011
Skills
Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Life Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Retirement, Insurance, Retirement Planning, Project Management, Strategic Financial..., Financial Analysis, Workers Compensation, General Insurance, Employee Benefits, Sales Management
Education
Walden University 2012 — 2014
DBA, Healthcare Management
Palm Beach Atlantic University 2009 — 2011
MBA, Business
Les Arouh Les Arouh's Phoenix Financial Experience December 2008 - Present
Job Licensed Florida Realtor Luxury Partners
Industry Real Estate
Experience
Luxury Partners Realty July 2013 - Present
Phoenix Financial December 2008 - Present
Newman Realty Group May 2005 - April 2008
Eurotrade Capital 2006 - 2008
Raymond James Financial 1998 - 2005
Skills
Real Estate, Fixed Income, Commercial Real Estate, Capital Markets, Financial Structuring, Brokerage, Investment Properties, Finance, Real Estate Transactions, Private Equity, Real Estate Development, Entrepreneurship, Disposition, Asset Management, Mergers & Acquisitions, Mortgage Lending, Investments, Structured Finance, Asset Managment, Equities, Investors, Property, Alternative Investments, Hedge Funds, Capital, ABS, Real Property, Loans, Real Estate Economics, Venture Capital, Investor Relations, CMBS, Financial Analysis, Valuation, Funding, Private Placements, Emerging Markets, Options, Investment Strategies, Sellers, Due Diligence, Securities, Investment Banking, Securitization, Bonds, Financial Markets, Real Estate Financing, Structured Products, Trading, Financial Modeling
Education
City University of New York-Baruch College 1973 — 1976
Finance
Ohio University 1971 — 1973
Business Management
Luxury Partners Realty July 2013 - Present
Phoenix Financial December 2008 - Present
Newman Realty Group May 2005 - April 2008
Eurotrade Capital 2006 - 2008
Raymond James Financial 1998 - 2005
Skills
Real Estate, Fixed Income, Commercial Real Estate, Capital Markets, Financial Structuring, Brokerage, Investment Properties, Finance, Real Estate Transactions, Private Equity, Real Estate Development, Entrepreneurship, Disposition, Asset Management, Mergers & Acquisitions, Mortgage Lending, Investments, Structured Finance, Asset Managment, Equities, Investors, Property, Alternative Investments, Hedge Funds, Capital, ABS, Real Property, Loans, Real Estate Economics, Venture Capital, Investor Relations, CMBS, Financial Analysis, Valuation, Funding, Private Placements, Emerging Markets, Options, Investment Strategies, Sellers, Due Diligence, Securities, Investment Banking, Securitization, Bonds, Financial Markets, Real Estate Financing, Structured Products, Trading, Financial Modeling
Education
City University of New York-Baruch College 1973 — 1976
Finance
Ohio University 1971 — 1973
Business Management
Tony Tan Tony Tan's Phoenix Financial Experience July 2006 - July 2007
Job Implementation Consultant at InsideSales.com
Industry Computer Software
Experience
InsideSales.com September 2014 - Present
InsideSales.com May 2014 - August 2014
Brigham Young University January 2014 - March 2014
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion July 2013 - January 2014
Brigham Young University August 2012 - July 2013
Herman & Associates July 2011 - July 2012
Jarvis Appraisal Company April 2007 - July 2011
Titan Property Management October 2006 - January 2010
Phoenix Financial July 2006 - July 2007
Smart Wireless November 2005 - March 2007
Skills
Time Management, Customer Service, Communication Skills, Sales, Classroom Management, Public Speaking, IT Service Management, Teaching, Tutoring, Educational Technology, Teacher Training, Critical Thinking, Customer Retention, Data Analysis, Analytics, Lesson Planning, Educational Leadership, Classroom, CRM, Training, Management, SaaS, Microsoft Office, Microsoft Word, Analysis, Consulting, Resume Writing, Customer Satisfaction, Conflict Resolution, Salesforce.com, Process Improvement
Education
Brigham Young University 2012 — 2014
Bachelor of Science (B.S.), Economics
Appraisal Institute 2009 — 2011
Certified Residential Real Estate Appraiser
Clark College 2006 — 2008
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
InsideSales.com September 2014 - Present
InsideSales.com May 2014 - August 2014
Brigham Young University January 2014 - March 2014
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion July 2013 - January 2014
Brigham Young University August 2012 - July 2013
Herman & Associates July 2011 - July 2012
Jarvis Appraisal Company April 2007 - July 2011
Titan Property Management October 2006 - January 2010
Phoenix Financial July 2006 - July 2007
Smart Wireless November 2005 - March 2007
Skills
Time Management, Customer Service, Communication Skills, Sales, Classroom Management, Public Speaking, IT Service Management, Teaching, Tutoring, Educational Technology, Teacher Training, Critical Thinking, Customer Retention, Data Analysis, Analytics, Lesson Planning, Educational Leadership, Classroom, CRM, Training, Management, SaaS, Microsoft Office, Microsoft Word, Analysis, Consulting, Resume Writing, Customer Satisfaction, Conflict Resolution, Salesforce.com, Process Improvement
Education
Brigham Young University 2012 — 2014
Bachelor of Science (B.S.), Economics
Appraisal Institute 2009 — 2011
Certified Residential Real Estate Appraiser
Clark College 2006 — 2008
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Linda Daly Linda Daly's Phoenix Financial Experience March 2005 - June 2008
Job Senior Loan Officer All Western Mortgage
Industry Financial Services
Experience
All Western Mortgage January 2014 - Present
Land Home Financial Services May 2012 - June 2013
Sierra Pacific Mortgage September 2011 - January 2012
Integrated Mortgage Captial Inc September 2009 - August 2011
Better Business Bureau July 2008 - August 2011
Phoenix Financial March 2005 - June 2008
Reliance Lending Group 2003 - 2005
Skills
Mortgage, Mortgage Lending, Loan Origination, Loan processing, Loan Structuring, Loan Documentation, Loans, Financial Structuring, FHA, Real Estate, Mortgage Banking, Credit Analysis, Investment Properties
Education
Cabrillo College
AA in Theatre arts, Thearte Arts
Stephens College
BFA, Theatre Arts\Minor Business Marketing
All Western Mortgage January 2014 - Present
Land Home Financial Services May 2012 - June 2013
Sierra Pacific Mortgage September 2011 - January 2012
Integrated Mortgage Captial Inc September 2009 - August 2011
Better Business Bureau July 2008 - August 2011
Phoenix Financial March 2005 - June 2008
Reliance Lending Group 2003 - 2005
Skills
Mortgage, Mortgage Lending, Loan Origination, Loan processing, Loan Structuring, Loan Documentation, Loans, Financial Structuring, FHA, Real Estate, Mortgage Banking, Credit Analysis, Investment Properties
Education
Cabrillo College
AA in Theatre arts, Thearte Arts
Stephens College
BFA, Theatre Arts\Minor Business Marketing
Jenna Normand Jenna Normand's Phoenix Financial Experience 2006 - 2006
Job Business Administration / Marketing
Industry Health, Wellness and Fitness
Experience
European Wax Center July 2012 - Present
Fairfield County Bank 2009 - 2012
Fairfield County Bank 2006 - 2009
Phoenix Financial 2006 - 2006
Sunset Mortgage Company 2005 - 2006
Pacific Coast Mortgage 2005 - 2005
Arizona Federal Credit Union 2004 - 2004
Skills
Customer Service, Wellness, Skin Care, Beauty Industry, Sales, Cosmetics, Nutrition, Spa, Aesthetics, Event Planning
Education
Imaj Institute
Aesthetician/Esthetician and Skin Care Specialist, Laser Technician
Marinello Schools of Beauty
Aesthetician/Esthetician and Skin Care Specialist
Post University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
European Wax Center July 2012 - Present
Fairfield County Bank 2009 - 2012
Fairfield County Bank 2006 - 2009
Phoenix Financial 2006 - 2006
Sunset Mortgage Company 2005 - 2006
Pacific Coast Mortgage 2005 - 2005
Arizona Federal Credit Union 2004 - 2004
Skills
Customer Service, Wellness, Skin Care, Beauty Industry, Sales, Cosmetics, Nutrition, Spa, Aesthetics, Event Planning
Education
Imaj Institute
Aesthetician/Esthetician and Skin Care Specialist, Laser Technician
Marinello Schools of Beauty
Aesthetician/Esthetician and Skin Care Specialist
Post University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Steve McFarlin Steve McFarlin's Phoenix Financial Experience July 2006 - July 2013
Job Senior Loan Consultant at Total Mortgage Services, LLC
Industry Banking
Experience
Total Mortgage Services, LLC June 2014 - Present
Luxury Mortgage Corp July 2013 - June 2014
Phoenix Financial July 2006 - July 2013
Hamilton Mortgage July 2003 - July 2006
Gold's Gym November 1984 - July 1993
Skills
Mortgage, Loans, Refinance, Purchase, FHA, Real Estate, Negotiation, First Time Home Buyers, Credit, Mortgage Lending, Investment Properties, Loan Origination, Mortgage Banking, Referrals, Reverse Mortgages, USDA, Finance, FHA financing, Residential Mortgages, Sales, Commercial Mortgages, Mortgage Underwriting, Commercial Real Estate, Short Sales, Foreclosures, Real Estate Economics, REO, Vacation Homes, Real Estate Transactions, Condos, Investors, Real Estate Financing, Residential Homes, Construction Loans, Commercial Lending, Credit Analysis, Underwriting, HUD, Funding, Sellers, Investments, Certified Mortgage..., Selling, Title Insurance, Real Property, Brokerage, Luxury, Property, VA loans, Single Family Homes
Education
State University of New York College at Brockport 1980 — 1984
MS Biology, Reproductive Biology and chemistry
State University of New York College at Brockport 1978 — 1982
MS, Biology
Total Mortgage Services, LLC June 2014 - Present
Luxury Mortgage Corp July 2013 - June 2014
Phoenix Financial July 2006 - July 2013
Hamilton Mortgage July 2003 - July 2006
Gold's Gym November 1984 - July 1993
Skills
Mortgage, Loans, Refinance, Purchase, FHA, Real Estate, Negotiation, First Time Home Buyers, Credit, Mortgage Lending, Investment Properties, Loan Origination, Mortgage Banking, Referrals, Reverse Mortgages, USDA, Finance, FHA financing, Residential Mortgages, Sales, Commercial Mortgages, Mortgage Underwriting, Commercial Real Estate, Short Sales, Foreclosures, Real Estate Economics, REO, Vacation Homes, Real Estate Transactions, Condos, Investors, Real Estate Financing, Residential Homes, Construction Loans, Commercial Lending, Credit Analysis, Underwriting, HUD, Funding, Sellers, Investments, Certified Mortgage..., Selling, Title Insurance, Real Property, Brokerage, Luxury, Property, VA loans, Single Family Homes
Education
State University of New York College at Brockport 1980 — 1984
MS Biology, Reproductive Biology and chemistry
State University of New York College at Brockport 1978 — 1982
MS, Biology
Vincent Van Valer Vincent Van Valer's Phoenix Financial Experience April 2009 - Present
Job Principal Consultant at Van Valer Process Consulting
Industry Management Consulting
Experience
Phoenix Financial April 2009 - Present
Toyota Financial Services 1985 - 2000
Education
California State University-Dominguez Hills 2006 — 2008
MPA, Business, Public Administration
Phoenix Financial April 2009 - Present
Toyota Financial Services 1985 - 2000
Education
California State University-Dominguez Hills 2006 — 2008
MPA, Business, Public Administration
Rip Sartain Rip Sartain's Phoenix Financial Experience September 1996 - 2003
Job Senior VP and Broker at Dorsey Alston
Industry Real Estate
Experience
Dorsey Alston June 2014 - Present
Fairway Independent Mortgage Corporation October 2009 - July 2014
Home Town Mortgage August 2007 - November 2009
Amtrust Mortgage Corporation January 2004 - August 2007
Phoenix Financial September 1996 - 2003
Mt Vernon Federal March 1994 - 1996
Harry Norman Realtors 1983 - 1994
Skills
FHA, Refinance, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, REO, Loan Origination, Loans, Real Estate, Commercial Lending, First Time Home Buyers, Mortgage Marketing, FHA financing, Finance, Construction Loans, VA loans, Investment Properties, USDA, Residential Homes, Sellers, Reverse Mortgages, Foreclosures, Short Sales, Mortgage Underwriting, Underwriting, Government Loans, Real Estate Financing, Credit Analysis, Loss Mitigation, Real Estate Economics, Debt Consolidation, Home Equity Loans, Commercial Mortgages, Home Equity Lines of..., Rates, Mortgage Servicing, Consumer Lending, HUD, Real Estate Transactions, Referrals, Investors, Loan Servicing, Financial Structuring, Investments, Funding, Banking, Small Business Lending, Non-Conforming, Certified Mortgage...
Education
Atlanta Law School 1974 — 1977
JD, Law
The University of Georgia 1968 — 1972
AB, History
The Lovett School 1963 — 1968
E Rivers Elementary 1956 — 1963
Dorsey Alston June 2014 - Present
Fairway Independent Mortgage Corporation October 2009 - July 2014
Home Town Mortgage August 2007 - November 2009
Amtrust Mortgage Corporation January 2004 - August 2007
Phoenix Financial September 1996 - 2003
Mt Vernon Federal March 1994 - 1996
Harry Norman Realtors 1983 - 1994
Skills
FHA, Refinance, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, REO, Loan Origination, Loans, Real Estate, Commercial Lending, First Time Home Buyers, Mortgage Marketing, FHA financing, Finance, Construction Loans, VA loans, Investment Properties, USDA, Residential Homes, Sellers, Reverse Mortgages, Foreclosures, Short Sales, Mortgage Underwriting, Underwriting, Government Loans, Real Estate Financing, Credit Analysis, Loss Mitigation, Real Estate Economics, Debt Consolidation, Home Equity Loans, Commercial Mortgages, Home Equity Lines of..., Rates, Mortgage Servicing, Consumer Lending, HUD, Real Estate Transactions, Referrals, Investors, Loan Servicing, Financial Structuring, Investments, Funding, Banking, Small Business Lending, Non-Conforming, Certified Mortgage...
Education
Atlanta Law School 1974 — 1977
JD, Law
The University of Georgia 1968 — 1972
AB, History
The Lovett School 1963 — 1968
E Rivers Elementary 1956 — 1963
Paula Joyner Paula Joyner's Phoenix Financial Experience June 1996 - September 2006
Job
Industry Transportation/Trucking/Railroad
Experience
Mid-American Specialized Transport July 2009 - Present
2nd Generation Capital September 2006 - July 2009
Phoenix Financial June 1996 - September 2006
Various Banking Institutions August 1991 - June 1996
United States Air Force June 1985 - June 1990
Education
The University of Memphis 1978 — 1983
Bachelor's degree, Foreign Languages, Literatures, and Linguistics
Mid-American Specialized Transport July 2009 - Present
2nd Generation Capital September 2006 - July 2009
Phoenix Financial June 1996 - September 2006
Various Banking Institutions August 1991 - June 1996
United States Air Force June 1985 - June 1990
Education
The University of Memphis 1978 — 1983
Bachelor's degree, Foreign Languages, Literatures, and Linguistics
Alyssa Scott Alyssa Scott's Phoenix Financial Experience November 2006 - November 2007
Job Administrative Associate to the Chief Development Officer for Froedtert & the Medical College of Wisconsin
Industry Higher Education
Experience
Froedtert & Medical College of Wisconisn October 2013 - Present
Marquette University November 2007 - October 2013
Phoenix Financial November 2006 - November 2007
Skills
Research, Microsoft Office, Event Planning, Community Outreach, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Editing, Microsoft Word, Oracle E-Business Suite, Training, Account Management, Account Reconciliation, Accounts Payable, Customer Service, Outlook, Social Networking, English, Payroll, Administrative..., Time Management, Budgets, Management, Customer Satisfaction, Administration, Data Entry
Education
Eastern Michigan University 2001 — 2005
Bachelor of Science (BS), Health and Human Services - Hotel and Restaurant Management
Froedtert & Medical College of Wisconisn October 2013 - Present
Marquette University November 2007 - October 2013
Phoenix Financial November 2006 - November 2007
Skills
Research, Microsoft Office, Event Planning, Community Outreach, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Editing, Microsoft Word, Oracle E-Business Suite, Training, Account Management, Account Reconciliation, Accounts Payable, Customer Service, Outlook, Social Networking, English, Payroll, Administrative..., Time Management, Budgets, Management, Customer Satisfaction, Administration, Data Entry
Education
Eastern Michigan University 2001 — 2005
Bachelor of Science (BS), Health and Human Services - Hotel and Restaurant Management
Jamarr Jones's Phoenix Financial Experience 2009 - 2010
Job Priority Financial Services
Industry Real Estate
Experience
Great Oak Lending Partners January 2010 - Present
Phoenix Financial 2009 - 2010
Savings First Mortgage 2006 - 2008
Skills
Reverse Mortgages, Refinance, Residential Mortgages, Real Estate, Loans, Customer Service, VA loans, Mortgage Lending, Loan Origination, FHA financing, FHA
Education
Coppin State University 2002 — 2003
Business Administration
Great Oak Lending Partners January 2010 - Present
Phoenix Financial 2009 - 2010
Savings First Mortgage 2006 - 2008
Skills
Reverse Mortgages, Refinance, Residential Mortgages, Real Estate, Loans, Customer Service, VA loans, Mortgage Lending, Loan Origination, FHA financing, FHA
Education
Coppin State University 2002 — 2003
Business Administration
Demitrios Hallas's Phoenix Financial Experience August 2015 - Present
Job Vice PresidentFinancial Advisor Phoenix Financial
Industry Financial Services
Experience
Phoenix Financial August 2015 - Present
Phoenix Financial August 2015 - Present
Forefront Advisory LLC August 2014 - July 2015
Santander Investment Services May 2013 - May 2014
Aegis Capital July 2012 - May 2013
JPMorgan Chase June 2011 - February 2012
PNC June 2010 - June 2011
JP Morgan Chase April 2008 - June 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Stissing National Bank October 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Securities, Asset Allocation, Portfolio Management, Series 63, Financial Services, FINRA, Series 65, Investment Management, Finance, Life Insurance, Bonds, Series 6, Asset Management, Series 24, Wealth Management, Equities, Fixed Income, Risk Management, Investment Advisory, Mutual Funds
Education
American InterContinental University 2003 — 2004
MBA, Marketing
Marist College 1997 — 2000
BS, Finance
Phoenix Financial August 2015 - Present
Phoenix Financial August 2015 - Present
Forefront Advisory LLC August 2014 - July 2015
Santander Investment Services May 2013 - May 2014
Aegis Capital July 2012 - May 2013
JPMorgan Chase June 2011 - February 2012
PNC June 2010 - June 2011
JP Morgan Chase April 2008 - June 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Stissing National Bank October 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Securities, Asset Allocation, Portfolio Management, Series 63, Financial Services, FINRA, Series 65, Investment Management, Finance, Life Insurance, Bonds, Series 6, Asset Management, Series 24, Wealth Management, Equities, Fixed Income, Risk Management, Investment Advisory, Mutual Funds
Education
American InterContinental University 2003 — 2004
MBA, Marketing
Marist College 1997 — 2000
BS, Finance
Kevin pianfetti's Phoenix Financial Experience
Job Director at Phoenix Financial
Industry Financial Services
Experience
Phoenix Financial
Skills
Mortgage Lending, Microsoft Office, Microsoft Word, Real Estate, Process Improvement, Outlook, Residential Mortgages, Negotiation, Team Building, PowerPoint, Financial Analysis, Mortgage Banking, Leadership Development, Credit Analysis, Real Estate Transactions, Small Business, Microsoft Excel, Finance, Banking, Mergers & Acquisitions, Business Analysis, Social Media, Budgets, Public Speaking, Financial Reporting, Risk Management, Sales, Marketing, Strategic Planning, Leadership, Personal Development, Customer Service, Coaching, Credit, Sales Management, Management, Marketing Strategy, Research, Event Management, Project Management, Event Planning
Education
Fairleigh Dickinson University 1965 — 1974
Master of Business Administration (M.B.A.), Economics/Finance
Fairleigh Dickinson University
MBA, Finance/Economics
Phoenix Financial
Skills
Mortgage Lending, Microsoft Office, Microsoft Word, Real Estate, Process Improvement, Outlook, Residential Mortgages, Negotiation, Team Building, PowerPoint, Financial Analysis, Mortgage Banking, Leadership Development, Credit Analysis, Real Estate Transactions, Small Business, Microsoft Excel, Finance, Banking, Mergers & Acquisitions, Business Analysis, Social Media, Budgets, Public Speaking, Financial Reporting, Risk Management, Sales, Marketing, Strategic Planning, Leadership, Personal Development, Customer Service, Coaching, Credit, Sales Management, Management, Marketing Strategy, Research, Event Management, Project Management, Event Planning
Education
Fairleigh Dickinson University 1965 — 1974
Master of Business Administration (M.B.A.), Economics/Finance
Fairleigh Dickinson University
MBA, Finance/Economics