Phoenix Wealth Management

Industry: Commercial company

Description

Founded: 2002 Subsidiary: Paul Temple Financial Services Limited

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Phoenix Wealth Management Employees

Employee
Years
Job
Industry
Neil Wilding Neil Wilding Louisville, Kentucky Area Details
Neil Wilding's Phoenix Wealth Management Experience 2000 - 2003
Job
Industry Financial Services
Experience
Stonewood Financial Solutions   April 2014 - Present
Aria Retirement Solutions   March 2011 - March 2014
Genworth Financial  May 2004 - January 2011
Salomon Brothers Asset Management  2003 - 2004
Phoenix Wealth Management   2000 - 2003
Integrity Life  1996 - 2000

Education
University of Louisville   1991 — 1996
BS

Jerry Ray Jerry Ray Rocklin, California Details
Jerry Ray's Phoenix Wealth Management Experience May 2002 - March 2010
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services  July 2013 - Present
Income Advantage Partners   November 2011 - July 2013
State Farm  April 2010 - October 2012
Phoenix Wealth Management   May 2002 - March 2010

Skills
Insurance, Term Life Insurance, Financial Planning, Life Insurance, Sales, Health Insurance, Disability Insurance, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Long-term Care, Property & Casualty..., Retirement Planning

Education
Brigham Young University
Bachelor's degree

College of the Siskiyous
Associate of Arts (AA)

IVÁN MIGUEL MENDOZA, CFP® IVÁN MIGUEL MENDOZA, CFP® Miami/Fort Lauderdale Area Details
IVÁN MIGUEL MENDOZA, CFP®'s Phoenix Wealth Management Experience August 2005 - December 2011
Job Vice President, Financial Advisor & CERTIFIED FINANCIAL PLANNER™ with Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management  January 2012 - Present
Phoenix Wealth Management   August 2005 - December 2011
Prudential Financial  March 2001 - August 2005
Prudential Financial  September 1999 - March 2001

Skills
Qualified Retirement..., Wealth Preservation..., Business Sale, Investment Management, Asset Allocation, Financial Planning

Education
University of Florida   2004 — 2006
MBA, Finance, General

The American College   2001 — 2003
CFP®, ChFC, CLU, Curriculum

Florida International University   1994 — 1999
BA, Psychology, Graduated with Honors, cum laude

Rose Karotkin Rose Karotkin Hartford, Connecticut Area Details
Rose Karotkin's Phoenix Wealth Management Experience February 1997 - July 2001
Job Rich mix of business development, strategist, marketing and sales professional.
Industry Management Consulting
Experience
M&R Auto   March 2004 - Present
TriCom Consulting Group   July 2009 - June 2010
Direct Energy  September 2005 - August 2008
Northeast Utilities  June 2002 - April 2004
Expressions  March 2001 - December 2003
Phoenix Wealth Management   February 1997 - July 2001
The Donaghue Foundation   April 1995 - January 1997

Skills
Marketing Strategy, Leadership, Sales, RFP, Strategy, Procurement, Marketing, Visio, Lead Generation, Market Research, Salesforce.com, Strategic Planning, Organization, Google Analytics, Management, Program Management, Training, Analytics, New Business Development, Project Management, Recruiting, Online Marketing, Business Development, Advertising, B2B, Contract Negotiation, Nonprofits, Process Improvement, Business Strategy, Pricing, Entrepreneurship, Energy, Business Analysis, Business Planning, Account Management, Management Consulting, Business Process..., Marketing Communications, Trade Shows, Change Management, Sales Management, Social Media Marketing, Small Business, Coaching, Social Networking, Email Marketing, Product Development, Online Advertising, Customer Service

Education
Albertus Magnus College   2000 — 2004
Bachelor of Science, Business Administration

James Shippee James Shippee Hartford, Connecticut Area Details
James Shippee's Phoenix Wealth Management Experience January 2007 - June 2007
Job Informatics Senior Specialist Internal Consulting at Cigna
Industry Pharmaceuticals
Experience
Cigna  February 2015 - Present
Cigna  November 2013 - Present
Higher One  March 2012 - October 2013
Higher One  February 2011 - April 2012
Pfizer Incorporated  November 2009 - November 2010
United Technologies Corporation  August 2008 - July 2009
Saint Joseph College  September 2007 - July 2008
Phoenix Wealth Management   January 2007 - June 2007
Saint Paul Travelers   May 2004 - January 2006

Skills
Customer Satisfaction, Six Sigma, Analysis, Strategic Planning, Vendor Management, Management, Process Improvement, Business Analysis, Financial Reporting, Training, Access, Supply Chain Management, Call Centers, Supply Chain, Software Documentation, Financial Modeling, Continuous Improvement, Cross-functional Team..., Risk Management, Testing, Auditing, SDLC, Banking, Project Management, Databases, Change Management, Business Process..., Data Analysis, Team Leadership, Quality Assurance, Leadership, Program Management, Visio, Project Planning, CRM

Education
Central Connecticut State University   2010 — 2010
Certification, Six Sigma Black Belt

University of Connecticut   2001 — 2005
Bachelor of Arts, Economics

Wethersfield High School

Steinar Hjelle Steinar Hjelle Boise, Idaho Details
Steinar Hjelle's Phoenix Wealth Management Experience 2007 - 2008
Job Global Talent Management
Industry Semiconductors
Experience
Micron Technology  2014 - Present
Group Health Cooperative  2012 - 2013
Raytheon  2008 - 2012
Phoenix Wealth Management   2007 - 2008
The Hartford Financial Services  2001 - 2007
IBM  2000 - 2001
GE Capital  1999 - 2000
GE Capital - Center for Leadership and Org Dev   1998 - 1999
GE Capital - GCF   1997 - 1998
Royal Norwegian Air Force  1982 - 1997

Skills
Talent Development, Team Leadership, Change Management, Organizational..., Process Improvement, Organizational..., Organizational Change, Operations Management, Business Analysis, Six Sigma, Technology Solutions, Talent Management, Strategic Planning, HR Strategy, Program Management, Cross-functional Team..., Continuous Improvement, Business Process..., Team Management, Vendor Management, People Management, Human Capital Management, E-learning, Executive Coaching, E-Learning, Leadership Development, Management, Personnel Management, Employee Relations, Human Resources, Training, Talent Acquisition, Leadership, Management Consulting, Succession Planning, Team Building, Business Development, Strategy, Employee Benefits, Employee Engagement, Policy, Organizational Design, Staff Development, Workforce Planning, Onboarding, Management Development, Executive Development, Culture Change, Workshop Facilitation, Deferred Compensation

Education
BI Norwegian Business School
MBA, International Marketing and Strategy

Norwegian Air Force Academy
BA, Mathematics/Statistics

USAF Air Command and Staff College
Leadership, Strategy and Leadership

Gretchen Steffan Gretchen Steffan Queensbury, New York Details
Gretchen Steffan's Phoenix Wealth Management Experience 2002 - 2003
Job Human Resource Manager at ANDRITZ Inc.
Industry Human Resources
Experience
ANDRITZ Inc.  May 2015 - Present
Grove Associates Management Consulting   1989 - Present
County of Warren - State of New York   January 2014 - May 2015
The College of Saint Rose  2008 - 2014
SUNY Adirondack  1989 - 2014
Paul Smith's College  2012 - 2013
CMJ, LLP  2003 - 2013
Phoenix Wealth Management   2002 - 2003
New School University, New York, New York   2002 - 2002
AMRI  1999 - 2001

Skills
HR Consulting, Organizational..., Workforce Planning, HR Policies, Talent Acquisition, Talent Development, Talent Management, Leadership Development, Team Collaboration, Onboarding, Performance Management, Employee Relations, Relationship Management, Employer Branding, Succession Planning, Executive Coaching

Education
New School University - Robert J. Milano School of Management and Urban Policy   1999 — 2000
Master of Science (MS) - Human Resource Management, Human Resource Management/Organizational Development, Summa Cum Laude

SUNY Plattsburgh   1988 — 1991
Bachelor's degree, Liberal Studies/Administration & Leadership, Cum Laude

Youssou Fall Youssou Fall Hartford, Connecticut Area Details
Youssou Fall's Phoenix Wealth Management Experience 1997 - 1998
Job Strategy & Business Operations Manager at United Healthcare
Industry Insurance
Experience
United Healthcare  2004 - Present
Aetna, INC.   1999 - 2004
University of Connecticut  September 1998 - May 2000
Phoenix Wealth Management   1997 - 1998

Skills
Business Intelligence, Financial Analysis, Capacity Planning, Competitive Analysis, Business Development, Internal Audit, New Business Development, Staff Supervision, Incentive Programs, Production Systems, Vendor Management, Analytics, Process Improvement, Performance Management, Leadership, CRM, Data Warehousing, Microsoft SQL Server, Project Management, Financial Services, Management, Business Process..., Business Analysis, Strategic Planning

Education
University of Connecticut   1998 — 2000
MS, Mathematics /Actuarial Science

Stony Brook University   1993 — 1995
BS, Double Major: Mathematics & Applied Mathematics and Statistics (A.M.S.), Minor Business Admin

George Tanase Jr., CLU, ChFC, CASL George Tanase Jr., CLU, ChFC, CASL Oviedo, Florida Details
George Tanase Jr., CLU, ChFC, CASL's Phoenix Wealth Management Experience 2005 - 2008
Job Passionate Leader that Transforms Lives
Industry Insurance
Experience
Western & Southern Life  October 2013 - Present
Saybrus Partners  October 2012 - July 2013
Allstate Financial Services, LLC  May 2010 - September 2012
Phoenix Wealth Management   2005 - 2008

Education
University of Florida   1979 — 1984
BSBA, Finance, General

Stacy M Passeri Stacy M Passeri Emeryville, California Details
Stacy M Passeri's Phoenix Wealth Management Experience October 2001 - April 2002
Job Agency/Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  January 2015 - Present
State Farm  February 2013 - December 2014
KiteTale, LLC   October 2008 - February 2013
HD9Solutions, LLC   January 2007 - September 2008
Kerr Hill   January 2002 - December 2003
Phoenix Wealth Management   October 2001 - April 2002
Pacific Life  March 2000 - October 2001
Ohio National Financial ServicesNorthern   June 1995 - March 2000
Connecticut Mutual Financial Services   September 1990 - June 1995
Shearson Lehman Brothers  December 1985 - June 1990

Skills
Start-ups, CRM, Business Development, Leadership, Cross-functional Team..., Management, Training, Recruiting, Strategic Planning, Risk Management, Marketing, Change Management, Executive Management, Sales, Forecasting, Human Resources, Finance, Investments, Venture Capital, Agile Methodologies

Education
University of California, Berkeley   1979 — 1981
Political Science, Political Science, Foreign Languages

Ohlone College   1977 — 1979
A.A., Political Science, Foreign Languages

Washington HS   1974 — 1977

Cassandra Dieudonne Cassandra Dieudonne Katy, Texas Details
Cassandra Dieudonne's Phoenix Wealth Management Experience April 2008 - April 2009
Job Corporate Membership Coordinator at NACE International
Industry Nonprofit Organization Management
Experience
NACE International  July 2011 - Present
Glo Mobile Airbrush Tanning   November 2011 - Present
State Farm Insurance- Carolyn Bernstein's office   May 2009 - July 2011
Phoenix Wealth Management   April 2008 - April 2009
State Farm Insurance  March 2006 - April 2008

Skills
Sales, Health Insurance, Insurance, Life Insurance, Property & Casualty..., Sales Management, Marketing, Training, Customer Service, Small Business, Account Management, Outlook, Negotiation, Team Building, Strategic Planning, Advertising, Analysis, Customer Retention, Customer Satisfaction, Event Management, Event Planning, Leadership, Marketing Strategy, Microsoft Office, New Business Development, PowerPoint, Public Relations, Sales Operations, Social Media, Social Media Marketing, Social Networking, Trade Shows

Education
Sam Houston State University   2000 — 2003
Bachelor of Science, Fashion Merchandising

Leon High School   1997 — 2000
Class of 2000

Dennis Loxterman Dennis Loxterman Kansas City, Missouri Area Details
Dennis Loxterman's Phoenix Wealth Management Experience 2000 - 2009
Job •Ability to bring products and services to meet everchanging investment requirements
Industry Financial Services
Experience
Sales Consultant, WealthVest Marketing   April 2010 - Present
WealthVest Marketing  March 2010 - Present
Phoenix Life Insurance Company  July 2000 - April 2009
Phoenix Wealth Management   2000 - 2009
SunAmerica  1995 - 2000
SunAmerica  1997 - July 1999
Keller Financial Services   1994 - 1996
Ally Capital Corp.   1992 - 1994

Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services

Education
University of Kansas   1975 — 1978
Master of Science, Education Administration

Ottawa University   1966 — 1970
Bachelor of Science, Education

Jeffrey Todd Lindsey Jeffrey Todd Lindsey Greater Chicago Area Details
Jeffrey Todd Lindsey's Phoenix Wealth Management Experience January 2002 - December 2003
Job Lindsey Financial Group
Industry Financial Services
Experience
National Life Group  January 2009 - December 2010
New York Life Insurance Company  January 2006 - December 2008
Principal Financial Group  January 2004 - December 2006
Phoenix Wealth Management   January 2002 - December 2003
Northwestern Mutual  January 1991 - December 2001
Sports Planinng Unlimited   January 1991 - December 1992

Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance

Education
Eastern Illinois University   1991 — 1992
BA, Public Relations

Southern Illinios University   1989 — 1991
PR

Amy Sepulveda Amy Sepulveda Vernon Rockville, Connecticut Details
Amy Sepulveda's Phoenix Wealth Management Experience 2015 - 2015
Job Senior Underwriter Phoenix Wealth Management
Industry Insurance
Experience
UnitedHealthcare  May 2013 - March 2015
Phoenix Wealth Management   2015 - 2015
MetLife  January 2009 - March 2013
MetLife  September 2007 - January 2009
Travelers Life & Annuity  May 2004 - September 2007

Skills
Oral & Written..., Life Insurance, Medical Underwriting, Customer Service, Underwriting, Customer Satisfaction, Outstanding..., Relationship Management, Health Insurance, Communication Skills, Claims Management, Human Resources, Risk Management, Brokers, Employee Benefits, Reinsurance, Insurance, Employee Training, Microsoft Office, Professional..., Team Leadership, Writing, Internal Communications, Creative Problem Solving, Business Networking, Customer Service...

Education
Eastern Connecticut State University   1999 — 2004
Bachelor of Arts (BA), Double Major: Communications/Media; English

Marc Nielsen Marc Nielsen Greater Chicago Area Details
Marc Nielsen's Phoenix Wealth Management Experience January 2006 - September 2009
Job State Farm Agent
Industry Insurance
Experience
State Farm  October 2012 - Present
State Farm Insurance  January 2010 - November 2012
Phoenix Wealth Management   January 2006 - September 2009
The Phoenix Companies  January 2006 - September 2009
Allstate Financial  January 2003 - January 2006
Van Kampen Investments  June 1997 - September 2002

Skills
Mutual Funds, Fixed Annuities, Salesforce.com, Customer Service, Series 63, Permanent Placement, Life Insurance, CRM, Financial Services, Insurance, Leadership, Long-term Care, Management, Retirement, Retirement Planning, Sales, Selling, Series 6, Term Life Insurance

Education
Iowa State University - College of Business   1991 — 1996
4 year, Marketing

Rock Valley College   1989 — 1991
Associate, Accounting

Betsy Thomas, CLU Betsy Thomas, CLU Roanoke, Virginia Details
Betsy Thomas, CLU's Phoenix Wealth Management Experience September 2004 - November 2009
Job Owner at Betsy Thomas State Farm Insurance
Industry Insurance
Experience
Betsy Thomas State Farm Insurance   January 2012 - Present
State Farm Insurance  March 2011 - January 2012
Saybrus Partners  2009 - March 2011
Phoenix Wealth Management   September 2004 - November 2009
Phoenix Wealth Management   September 2003 - September 2004
Phoenix Wealth Management   January 2002 - September 2003
Phoenix Wealth Management   July 2001 - December 2001

Skills
Long Term Care, Mutual Funds, Insurance, Annuities, Banking, Term Life Insurance, Estate Planning, Small Business

Education
University of Georgia - Terry College of Business   1997 — 2000
BBS, International Business

Benjamin T. Clark, CFP® Benjamin T. Clark, CFP® Tampa/St. Petersburg, Florida Area Details
Benjamin T. Clark, CFP®'s Phoenix Wealth Management Experience October 2007 - March 2009
Job Business Development Manager at Southeast Personnel Leasing
Industry Financial Services
Experience
Southeast Personnel Leasing   March 2012 - Present
Ernst & Young  October 2010 - March 2012
Daughton Wealth Management   March 2009 - September 2011
Phoenix Wealth Management   October 2007 - March 2009
Phoenix Life Insurance Company  September 2005 - October 2007
CORE Group USA   September 2004 - May 2005
CORE Group USA   April 2003 - May 2005
AEGON  August 2001 - April 2003
AEGON  July 2000 - August 2001

Skills
Long Term Care, Financial Planning, Wealth Management, Retirement Planning, Annuities, Annuity, Tax, Mutual Funds, Insurance, Estate Planning, Asset Management, Risk Management, Financial Analysis, Pensions, 401k, Public Speaking, Business Planning, Employee Benefits, Investments, Budgeting, Alternative Investments, Asset Allocation, Series 63, Fixed Annuities, Strategic Financial..., Financial Advisory, Financial Planners, Financial Services, Wealth, Long-term Care, Finance, Life Insurance, Workers Compensation, Sales Management, Underwriting, Payroll

Education
Indiana University Bloomington   1996 — 2000
BS, Marketing

Carmel High School   1993 — 1996

Brock Peters Brock Peters Hartford, Connecticut Area Details
Brock Peters's Phoenix Wealth Management Experience 2001 - 2007
Job VP & Actuary, Actuarial Finance & Analysis at Prudential Financial
Industry Insurance
Experience
Prudential Financial  August 2010 - Present
Prudential Financial  August 2007 - July 2010
Phoenix Wealth Management   2001 - 2007
IBM/MSI   January 1999 - August 2001

Education
University of Minnesota-Duluth   1994 — 1998
BS, Chemical Engineering

Taylor Warren Taylor Warren Odessa/Midland, Texas Area Details
Taylor Warren's Phoenix Wealth Management Experience May 2005 - June 2006
Job Transportation Specialist at PB Materials
Industry Transportation/Trucking/Railroad
Experience
PB Materials   July 2014 - Present
Loaded-Up Hot Shot & Transport, LLC   June 2012 - Present
Fas-Line Sales and Rentals   April 2008 - June 2012
Anytime Fitness  October 2007 - April 2008
State Farm Insurance  June 2006 - October 2007
Phoenix Wealth Management   May 2005 - June 2006

Skills
Customer Service, Event Planning, Marketing Strategy, Marketing, Insurance, Microsoft Office, Strategic Planning, Strategic Financial..., Sales, Public Speaking, Sales Management, Online Advertising, Leadership, Direct Sales, Account Management, Time Management, Advertising, Microsoft Excel, PowerPoint, Business Development, Social Media Marketing, Customer Satisfaction, Contract Negotiation, Cold Calling, Budgets, Social Media, Team Building, Social Networking

Education
The University of Texas at Austin   2001 — 2005
Bachelor of Science (B.S.), Corporate Communication, 3.75

Permian High School   1998 — 2001
4.0

Bill Bynum Bill Bynum Hartford, Connecticut Area Details
Bill Bynum's Phoenix Wealth Management Experience 1982 - 1998
Job Management Consultant at CTS Consulting
Industry Insurance
Experience
CTS Consulting   July 2001 - Present
Phoenix Global Solutions, a subsidiary of Phoenix Wealth Management, Hartford, CT   1998 - 2001
Phoenix Wealth Management   1982 - 1998
The Hartford, Hartford, CT   1970 - 1982

Skills
Change Management, Leadership, Management, Outsourcing, Process Improvement, Program Management, Strategic Planning, Strategy, Mergers & Acquisitions

Education
University of North Carolina at Chapel Hill   1964 — 1968
BS, Business

Jennifer Hinrichsen, CLU, ChFC, CASL, FSS Jennifer Hinrichsen, CLU, ChFC, CASL, FSS West Palm Beach, Florida Area Details
Jennifer Hinrichsen, CLU, ChFC, CASL, FSS's Phoenix Wealth Management Experience January 2006 - June 2007
Job Agency Sales TrainerCorporate Agency Deployment & Training Delivery
Industry Financial Services
Experience
State Farm  June 2007 - Present
State Farm Insurance & Financial Services  2007 - 2011
STATE FARM  January 2007 - April 2010
PHOENIX WEALTH MANAGEMENT   January 2006 - June 2007
The Phoenix Companies  2005 - 2007
MetLife Financial Services  April 2005 - January 2006
Citigroup  June 2004 - April 2005
PRIDE INSURANCE AGENCY   January 1994 - January 1999

Skills
Insurance, Estate Planning, Financial Planning, Employee Benefits, Budgeting, Business Planning, Needs Analysis, Disability Insurance, Long Term Care, Long-term Care, Strategic Financial..., Wealth Management, Strategy, Fixed Annuities, Term Life Insurance, Life Insurance, Budgets, Financial Services, Health Insurance, Property

Education
The American College   2006 — 2012
CLU, ChFC, FSS, Financial Planning and Services

Nova Southeastern University   1992 — 1996
Bachelor of Science, Legal Studies

Dexter Jansson Dexter Jansson Charlotte, North Carolina Details
Dexter Jansson's Phoenix Wealth Management Experience October 2005 - September 2007
Job Integration Manager at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services  September 2007 - Present
Phoenix Wealth Management   October 2005 - September 2007
LPL  June 2000 - July 2005

Skills
Mutual Funds, Securities, Series 63, Series 24, Investments, Financial Services, Series 7, FINRA, Financial Planning, Fixed Income, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance

Education
University of Phoenix - San Diego   2002 — 2004
MBA, Business

University of Connecticut   1993 — 1997
BA, Economics

David Kozich David Kozich Asheville, North Carolina Area Details
David Kozich's Phoenix Wealth Management Experience June 2005 - August 2006
Job President and CEO Altura Global, LLC
Industry Venture Capital & Private Equity
Experience
Altura Global, LLC   Chief Coaching OfficerProActive EdgeMay 1996 - Present
Phoenix Wealth Management   June 2005 - August 2006
Law Offices of David Kozich   September 1986 - 2004
Canada Life  2002 - 2003
Canada Life  2002 - 2003
CNA  1996 - 2001

Education
University of San Diego School of Law   1985 — 1988
LL.M, Law and Tax

University of La Verne   1978 — 1981
JD, LL.M, Law

Brian Shapiro Brian Shapiro Greater Los Angeles Area Details
Brian Shapiro's Phoenix Wealth Management Experience April 2007 - September 2009
Job Insurance Specialist
Industry Information Services
Experience
Pizzola Insurance   October 2009 - Present
Phoenix Wealth Management   April 2007 - September 2009
Rydex Investments  July 2004 - November 2005
Jackson National Life  February 2000 - July 2003

Skills
Fixed Annuities

Education
California State University-Northridge
MA, Kinesiology

Jamuna Kennedy Jamuna Kennedy Greater Detroit Area Details
Jamuna Kennedy's Phoenix Wealth Management Experience 1998 - 2001
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  December 2007 - Present
Transamerica Insurance and Investment Group   2006 - 2007
Jackson National  2003 - 2005
Lincoln Financial Distributors  2001 - 2003
Phoenix Wealth Management   1998 - 2001

Skills
Distribution Relations, Corporate Branding, Merchandising, Sales, Incentives, Niche Market..., Insurance Sales Training, Regional Sales, Internal Business..., Staff training, Financial Advisor...

Education
University of Michigan

Michael Harrigan Michael Harrigan Albany, New York Area Details
Michael Harrigan's Phoenix Wealth Management Experience January 2009 - April 2011
Job .
Industry Insurance
Experience
SureDone   July 2014 - May 2015
Maximus  August 2013 - July 2014
Riversource Life of NY   April 2011 - July 2013
Phoenix Wealth Management   January 2009 - April 2011

Skills
Insurance, Customer Service, Series 6, Management, Budgets, Finance, Fixed Annuities, Policy, New Business Development, Wealth Management, Credit, Claim, Risk Management, Banking

Education
Siena College   1999 — 2003
B.A, History/Political Science

Siena College
Bachelor of Arts History

Michael Todd Hammer Michael Todd Hammer Clifton Park, New York Details
Michael Todd Hammer's Phoenix Wealth Management Experience June 2002 - October 2004
Job Cash Applications Specialist at St. Peter's Health Partners
Industry Health, Wellness and Fitness
Experience
St. Peter's Health Partners   February 2014 - Present
EmblemHealth  June 2006 - July 2013
EmblemHealth  May 2005 - June 2006
Phoenix Wealth Management   June 2002 - October 2004
FairPoint Communication   June 2001 - April 2002
Capital District Physicians Heath Plan   January 2001 - June 2001
Brigar Mailing Services   July 2000 - January 2001
Royal and SunAlliance Insurance Agency, Inc.   March 1993 - October 2000

Skills
Healthcare, Financial Audits, Quality Auditing, Process Improvement, Quantitative Research, Follow Through, Process Control, Quality Assurance, Root Cause Analysis, Numerical Analysis, Accounts Payable, Account Reconciliation, Accounts Receivable, Account Management, Microsoft Excel, Business Process..., Number Crunching, Numeric Filing, Research, R&D, Qualitative Research, Quality Management, Analytics, Office Administration, Proofreading, Procedure Manuals, Procedure Review, Procedure Development, Troubleshooting, Trend Analysis, Forecasting, Following Up, Cost Variance Analysis, Revenue Analysis, Escalation Resolution, Internal Audit, Month End Close, Lean Projects, Health Insurance, Flexible Spending..., Brokers, Customer Service, Access, Microsoft Word, PeopleSoft, Databases

Education
Schenectady County Community College
Accounting and Non Destructive Testing Technologies

Scotia Glenville High School

Scotia Glenville High School

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