Phoenix Wealth Management
Industry: Commercial company
DescriptionFounded: 2002 Subsidiary: Paul Temple Financial Services Limited
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Phoenix Wealth Management Employees
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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