Anthony He

Anthony He Email and Phone Number

Growth @ Oscar @ Oscar Health
new york, new york, united states
Anthony He's Location
New York, New York, United States, United States
Anthony He's Contact Details

Anthony He personal email

Anthony He phone numbers

About Anthony He

Anthony He is a Growth @ Oscar at Oscar Health. He possess expertise in finance, financial analysis, microsoft excel, time management, powerpoint and 13 more skills. Colleagues describe him as "Anthony has had a tremendous first 6 months as a Financial Representative Intern at Northwestern Mutual! He is making great strides and commitment towards an impactful and successful Financial Representative Internship. Seeing Anthony work hard towards his goals and ovecome what he considered weaknesses, is inspiring. Time will continue to bring success to Anthony, with his level of dedication for this Internship!"

Anthony He's Current Company Details
Oscar Health

Oscar Health

View
Growth @ Oscar
new york, new york, united states
Website:
hioscar.com
Employees:
1215
Anthony He Work Experience Details
  • Oscar Health
    Manager, Growth Ops
    Oscar Health Jul 2024 - Present
    United States
  • Policygenius Inc.
    Senior Sales & Ops Manager
    Policygenius Inc. Dec 2021 - Aug 2023
    Spearheaded strategic plans and growth initiatives to align with organizational objectives, managed people managers, facilitated business and performance reporting meetings, and collaborated closely with cross-functional teams on execution of strategic initiatives.
  • Policygenius Inc.
    Sales & Ops Manager
    Policygenius Inc. Jul 2020 - Dec 2021
    Directed end-to-end sales and operations functions, presented comprehensive business reporting and team performance to executive leadership, managed a team of 10 direct reports, and collaborated with cross-functional teams to optimize team productivity.
  • Policygenius Inc.
    Sales Team Lead
    Policygenius Inc. Sep 2018 - Jul 2020
    Efficiently quarterbacked diverse team operations and mentored team’s sales reps towards achieving organizational targets through quality assurance, workflow process improvements, facilitating team meetings, and sales training while continuing to exceed sales targets.
  • Policygenius Inc.
    Senior Sales Associate
    Policygenius Inc. Sep 2017 - Sep 2018
    Greater New York City Area
    Advised prospective clients on comprehensive insurance solutions, utilizing a consultative approach to navigate the digital buying experience within a dynamic, high-growth startup environment.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Feb 2013 - Aug 2017
    Greater New York City Area
    Built a robust professional clientele network, delivering personalized financial plans aligned with individual needs, and effectively selling a diverse array of insurance and investments. Managed a book of business comprising 500+ clients, fostering long-term relationships, ensuring exceptional service, and providing mentorship to fellow financial representatives.
  • Northwestern Mutual
    College Unit Director
    Northwestern Mutual Feb 2015 - Oct 2016
    Oversaw the top ten internship program in the country, ranked by Vault. The responsibilities include recruitment, onboarding, and professional development of financial representative interns in addition to helping my clients achieve financial security.
  • Northwestern Mutual
    Financial Representative Intern
    Northwestern Mutual May 2011 - Feb 2013
    Greater New York City Area
    I assisted clients in safeguarding their assets and income through comprehensive financial planning. My responsibilities included cultivating a client base by engaging with prospective clients, conducting thorough financial assessments, and offering strategic solutions involving tailored financial products and services.• Awarded the prestigious 'Target 20' award for outstanding sales performance, ranked top 3% nationally in the internship program for consecutive years 2011 and 2012.

Anthony He Skills

Finance Financial Analysis Microsoft Excel Time Management Powerpoint Investments Financial Modeling Bloomberg Customer Service Microsoft Office Microsoft Word Portfolio Management Valuation Insurance Financial Planning Strategic Financial Planning Business Relationship Management Interpersonal Skills

Anthony He Education Details

Frequently Asked Questions about Anthony He

What company does Anthony He work for?

Anthony He works for Oscar Health

What is Anthony He's role at the current company?

Anthony He's current role is Growth @ Oscar.

What is Anthony He's email address?

Anthony He's email address is an****@****ail.com

What is Anthony He's direct phone number?

Anthony He's direct phone number is (855) 695*****

What schools did Anthony He attend?

Anthony He attended Baruch College.

What skills is Anthony He known for?

Anthony He has skills like Finance, Financial Analysis, Microsoft Excel, Time Management, Powerpoint, Investments, Financial Modeling, Bloomberg, Customer Service, Microsoft Office, Microsoft Word, Portfolio Management.

Who are Anthony He's colleagues?

Anthony He's colleagues are James P. Lennon, Bridget Araujo, Jennifer Laforte, Linda Orcutt, Gisela Salazar, Mba, Candace Belvedere, Jasmine I. Dean, Mha.

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