Phoenix Financial Services
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12 Phoenix Financial Services employees in database. Find out everything there's to know about Phoenix Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Phoenix Financial Services Employees
Employee
Years
Job
Industry
Maria Elena Iacoviello Maria Elena Iacoviello's Phoenix Financial Services Experience April 2014 - January 2015
Job at
Industry Investment Management
Experience
J.P. Morgan February 2015 - Present
Phoenix Financial Services April 2014 - January 2015
Empire Asset Management Company July 2011 - June 2013
Spartan Capital Securities, LLC August 2008 - June 2011
National Securities Corporation May 2008 - July 2008
Joseph Stevens & Co., Inc April 2006 - April 2008
Joseph Stevens & Co., Inc September 2003 - March 2006
Skills
Series 7, Series 63, Administrative Functions, Money Transfers, Client Liaison, Client Correspondence, Anti Money Laundering, Securities, Spreadsheets, Invoicing, Opening New Accounts, Back Office, Trading, Training, Sales, Mutual Funds, Hedge Funds, Financial Services, Asset Management, Equities, Wealth Management, Portfolio Management, series 66
Education
Brooklyn College 1998 — 2002
Bachelor Degree of Science
City University of New York-Brooklyn College 1997 — 2001
Bachelor's degree
J.P. Morgan February 2015 - Present
Phoenix Financial Services April 2014 - January 2015
Empire Asset Management Company July 2011 - June 2013
Spartan Capital Securities, LLC August 2008 - June 2011
National Securities Corporation May 2008 - July 2008
Joseph Stevens & Co., Inc April 2006 - April 2008
Joseph Stevens & Co., Inc September 2003 - March 2006
Skills
Series 7, Series 63, Administrative Functions, Money Transfers, Client Liaison, Client Correspondence, Anti Money Laundering, Securities, Spreadsheets, Invoicing, Opening New Accounts, Back Office, Trading, Training, Sales, Mutual Funds, Hedge Funds, Financial Services, Asset Management, Equities, Wealth Management, Portfolio Management, series 66
Education
Brooklyn College 1998 — 2002
Bachelor Degree of Science
City University of New York-Brooklyn College 1997 — 2001
Bachelor's degree
Dan Boron Dan Boron's Phoenix Financial Services Experience 1993 - 2006
Job CEO at Mommys Helper
Industry Individual & Family Services
Experience
Mommys-Helper December 2010 - Present
Mommys Helper December 2010 - Present
Eitz Chaim Congregation August 2010 - Present
Tyndale Seminary June 2012 - April 2014
Signature Lending group 2003 - 2006
Phoenix Financial Services 1993 - 2006
Debt Free America 1993 - 2006
IBI Global 2004 - 2004
Skills
Fundraising, Strategic Partnerships, Customer Service, Program Management, Community Outreach, Babies, Microsoft Office, Non-profits, Public Speaking, Teaching, Marketing, Editing, Entrepreneurship, Leadership Development, Leadership, Sales, Social Media Marketing, Team Building, Public Relations, Small Business, Strategic Planning, Training, Marketing Strategy, Coaching, Start-ups, Organizational..., Event Management, Online Marketing, Social Media, Nonprofits, Strategy
Education
Universit of North Dakota at Grand Forks 1971 — 1973
BS in Education, Industrial Technology
Moody Bible Institute 1968 — 1971
Diploma, foreign missions
Mommys-Helper December 2010 - Present
Mommys Helper December 2010 - Present
Eitz Chaim Congregation August 2010 - Present
Tyndale Seminary June 2012 - April 2014
Signature Lending group 2003 - 2006
Phoenix Financial Services 1993 - 2006
Debt Free America 1993 - 2006
IBI Global 2004 - 2004
Skills
Fundraising, Strategic Partnerships, Customer Service, Program Management, Community Outreach, Babies, Microsoft Office, Non-profits, Public Speaking, Teaching, Marketing, Editing, Entrepreneurship, Leadership Development, Leadership, Sales, Social Media Marketing, Team Building, Public Relations, Small Business, Strategic Planning, Training, Marketing Strategy, Coaching, Start-ups, Organizational..., Event Management, Online Marketing, Social Media, Nonprofits, Strategy
Education
Universit of North Dakota at Grand Forks 1971 — 1973
BS in Education, Industrial Technology
Moody Bible Institute 1968 — 1971
Diploma, foreign missions
Joseph Montana Joseph Montana's Phoenix Financial Services Experience May 2014 - Present
Job Institutional Fixed Income and Equity Manager at Phoenix Financial Services
Industry Financial Services
Experience
Phoenix Financial Services May 2014 - Present
Metalocus Inc September 2013 - Present
EJ Sterling November 2013 - March 2014
Blackbook Capital January 2013 - September 2013
Charles Vista, LLC June 2010 - December 2012
HFP Capital Markets LLC January 2009 - June 2010
Skills
Venture Capital, Private Equity, Business Strategy, Business Development, Equities, Equity Trading, Capital Raising, Angel Investing, Alternative Investments, Investment Banking, Hedge Funds, Financial Analysis, Valuation, IPO, Asset Management, Financial Modeling, Investments, Institutional..., Fixed Income
Education
City University of New York-Herbert H. Lehman College 2007 — 2009
Business Administration, Finance
Hudson Valley Community College 2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration
Phoenix Financial Services May 2014 - Present
Metalocus Inc September 2013 - Present
EJ Sterling November 2013 - March 2014
Blackbook Capital January 2013 - September 2013
Charles Vista, LLC June 2010 - December 2012
HFP Capital Markets LLC January 2009 - June 2010
Skills
Venture Capital, Private Equity, Business Strategy, Business Development, Equities, Equity Trading, Capital Raising, Angel Investing, Alternative Investments, Investment Banking, Hedge Funds, Financial Analysis, Valuation, IPO, Asset Management, Financial Modeling, Investments, Institutional..., Fixed Income
Education
City University of New York-Herbert H. Lehman College 2007 — 2009
Business Administration, Finance
Hudson Valley Community College 2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration
Adrian Jablonski Adrian Jablonski's Phoenix Financial Services Experience September 2014 - October 2014
Job Consumer Banking at J.P. Morgan Chase Co.
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Elul Estate Wines/Skyline Properties Inc. September 2014 - November 2014
Phoenix Financial Services September 2014 - October 2014
Jablonski Agro-Teknik May 2014 - August 2014
First Midwest Securities, Inc September 2009 - December 2012
Nassau County District Attorney December 2010 - August 2012
4 YOU Clothing Co. November 2005 - September 2008
Skills
Trading, Sales, Finance, Economics, Bloomberg, Microsoft Excel, Microsoft Office, Wealth Management, Asset Management, Investments, Management, Equity Capital Markets, Sales Operations, Basketball, Football
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Arts (B.A.), Economics, 3.71
Nassau Community College 2009 — 2012
Associate's degree, Criminal Justice and Corrections, 3.82
J.P. Morgan December 2014 - Present
Elul Estate Wines/Skyline Properties Inc. September 2014 - November 2014
Phoenix Financial Services September 2014 - October 2014
Jablonski Agro-Teknik May 2014 - August 2014
First Midwest Securities, Inc September 2009 - December 2012
Nassau County District Attorney December 2010 - August 2012
4 YOU Clothing Co. November 2005 - September 2008
Skills
Trading, Sales, Finance, Economics, Bloomberg, Microsoft Excel, Microsoft Office, Wealth Management, Asset Management, Investments, Management, Equity Capital Markets, Sales Operations, Basketball, Football
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Arts (B.A.), Economics, 3.71
Nassau Community College 2009 — 2012
Associate's degree, Criminal Justice and Corrections, 3.82
James Hefty's Phoenix Financial Services Experience
Job CIO at Phoenix Financial Services
Industry Financial Services
Experience
Phoenix Financial Services
Skills
IT Operations, IT Management, IT Solutions, Collections, Debt Collection, Debt Collection..., IT Outsourcing, IT Strategy, IT Transformation, Information Technology, Business Continuity, Business Analysis, Call Centers, IT Audit, Information Security..., Infrastructure, Leadership, Management, Process Improvement, Strategic Planning, Team Building, Vendor Management, Business Development, Strategy, Risk Management
Education
Indiana University Bloomington 1999 — 2003
BS, Marketing
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Marketing
Phoenix Financial Services
Skills
IT Operations, IT Management, IT Solutions, Collections, Debt Collection, Debt Collection..., IT Outsourcing, IT Strategy, IT Transformation, Information Technology, Business Continuity, Business Analysis, Call Centers, IT Audit, Information Security..., Infrastructure, Leadership, Management, Process Improvement, Strategic Planning, Team Building, Vendor Management, Business Development, Strategy, Risk Management
Education
Indiana University Bloomington 1999 — 2003
BS, Marketing
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Marketing
Bryan Faris Bryan Faris's Phoenix Financial Services Experience January 2010 - Present
Job Professional Accountant
Industry Accounting
Experience
Phoenix Financial Services January 2010 - Present
Lorentzen & Wettre 2012 - 2013
A.D.A.M., Inc. June 2008 - January 2010
Metro Corral April 2003 - February 2008
Skills
Financial Reporting, Forecasting, Accounting, Account Reconciliation, Payroll, Financial Analysis, Cash Flow, Budgets, Management, Fixed Assets, Auditing, Financial Statements, Analysis, Strategic Financial..., Finance, Accounts Payable, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1991
BBA, Accounting
Andrews University 1986 — 1989
BBA, Accounting
Phoenix Financial Services January 2010 - Present
Lorentzen & Wettre 2012 - 2013
A.D.A.M., Inc. June 2008 - January 2010
Metro Corral April 2003 - February 2008
Skills
Financial Reporting, Forecasting, Accounting, Account Reconciliation, Payroll, Financial Analysis, Cash Flow, Budgets, Management, Fixed Assets, Auditing, Financial Statements, Analysis, Strategic Financial..., Finance, Accounts Payable, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1991
BBA, Accounting
Andrews University 1986 — 1989
BBA, Accounting
Raymond Ruble's Phoenix Financial Services Experience January 2007 - Present
Job VP C3 Capital Management
Industry Financial Services
Experience
3C Capital Management September 2013 - Present
Phoenix Financial Services January 2007 - Present
Phoenix Financial Services February 1996 - August 2013
Skills
Strategic Planning, Team Building, Real Estate, Management, Project Management, Business Development, Customer Service, Negotiation, Marketing, Investment Properties, Contract Negotiation, Sales, Sales Management, Property Management
Education
Pratt Institute
Westfield High
3C Capital Management September 2013 - Present
Phoenix Financial Services January 2007 - Present
Phoenix Financial Services February 1996 - August 2013
Skills
Strategic Planning, Team Building, Real Estate, Management, Project Management, Business Development, Customer Service, Negotiation, Marketing, Investment Properties, Contract Negotiation, Sales, Sales Management, Property Management
Education
Pratt Institute
Westfield High
Bryan Sulser's Phoenix Financial Services Experience July 1997 - December 1999
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2009 - Present
Van Gilder Insurance July 2009 - Present
Paychex October 2008 - July 2009
HSBC February 2002 - May 2007
Stanford Funding October 2000 - February 2002
Phoenix Financial Services July 1997 - December 1999
Skills
Team Leadership, Sales, Real Estate, Marketing, Management, Leadership, Investments, Insurance, Customer Service, Account Management
Education
Kansas State University 1992 — 1997
USI Insurance Services July 2009 - Present
Van Gilder Insurance July 2009 - Present
Paychex October 2008 - July 2009
HSBC February 2002 - May 2007
Stanford Funding October 2000 - February 2002
Phoenix Financial Services July 1997 - December 1999
Skills
Team Leadership, Sales, Real Estate, Marketing, Management, Leadership, Investments, Insurance, Customer Service, Account Management
Education
Kansas State University 1992 — 1997
Doug Yerkes's Phoenix Financial Services Experience April 1989 - August 1993
Job Community based outreach
Industry Hospitality
Experience
Therapy Smiles December 2013 - Present
MAOC June 1993 - Present
Fidelity Investments September 1993 - February 2011
Phoenix Financial Services April 1989 - August 1993
Prudential February 1987 - March 1989
ADP Dealer Services September 1973 - December 1986
Skills
Investments, Series 7, Retirement Planning, Event Planning, Mergers & Acquisitions, Call Center, Start-ups, Deferred Compensation, 401k, Insurance, Qualified Retirement..., Management, Leadership, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Budgets, Forecasting, Marketing Strategy, Purchasing, Operations Management, Project Management, Business Process..., Customer Satisfaction, Customer Retention, P&L Management, Job Coaching
Education
Thomas More College 2005 — 2008
Bachelor Arts, Business concentration in Finance
Therapy Smiles December 2013 - Present
MAOC June 1993 - Present
Fidelity Investments September 1993 - February 2011
Phoenix Financial Services April 1989 - August 1993
Prudential February 1987 - March 1989
ADP Dealer Services September 1973 - December 1986
Skills
Investments, Series 7, Retirement Planning, Event Planning, Mergers & Acquisitions, Call Center, Start-ups, Deferred Compensation, 401k, Insurance, Qualified Retirement..., Management, Leadership, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Budgets, Forecasting, Marketing Strategy, Purchasing, Operations Management, Project Management, Business Process..., Customer Satisfaction, Customer Retention, P&L Management, Job Coaching
Education
Thomas More College 2005 — 2008
Bachelor Arts, Business concentration in Finance
Edward Stoltenberg's Phoenix Financial Services Experience January 2000 - Present
Job Managing Director at Phoenix Financial Services
Industry Financial Services
Experience
Phoenix Financial Services January 2000 - Present
Technology Marketing March 1985 - May 1987
Naugles, Inc. April 1974 - July 1983
Education
The University of Michigan 1964 — 1965
MBA, Finance & Accounting
University of Michigan Business School 1964 — 1965
MBA, Finance & Accounting
Phoenix Financial Services January 2000 - Present
Technology Marketing March 1985 - May 1987
Naugles, Inc. April 1974 - July 1983
Education
The University of Michigan 1964 — 1965
MBA, Finance & Accounting
University of Michigan Business School 1964 — 1965
MBA, Finance & Accounting
Steven Coppola's Phoenix Financial Services Experience August 2014 - January 2015
Job Supply Chain at Russian Standard Vodka
Industry Financial Services
Experience
Russian Standard Vodka March 2015 - Present
Northwestern Mutual June 2014 - Present
Phoenix Financial Services August 2014 - January 2015
Shoprite April 2011 - August 2013
Skills
Accounting, QuickBooks, Account Reconciliation, Microsoft Excel, Bookkeeping, Financial Reporting, General Ledger, Data Entry, Microsoft Word, Financial Accounting, Outlook, Customer Service, Life & Health Insurance..., Licensed Life & Health..., Access, Spreadsheets
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's degree, Finance, General
Baruch College, City University of New York (CUNY)
Finance, General
Russian Standard Vodka March 2015 - Present
Northwestern Mutual June 2014 - Present
Phoenix Financial Services August 2014 - January 2015
Shoprite April 2011 - August 2013
Skills
Accounting, QuickBooks, Account Reconciliation, Microsoft Excel, Bookkeeping, Financial Reporting, General Ledger, Data Entry, Microsoft Word, Financial Accounting, Outlook, Customer Service, Life & Health Insurance..., Licensed Life & Health..., Access, Spreadsheets
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's degree, Finance, General
Baruch College, City University of New York (CUNY)
Finance, General