John Phoenix

John Phoenix Email and Phone Number

Partner at Wealth Advisor Growth Network @ Wealth Advisor Growth Network
John Phoenix's Location
Denver, Colorado, United States, United States
About John Phoenix

John Phoenix is a Partner at Wealth Advisor Growth Network at Wealth Advisor Growth Network.

John Phoenix's Current Company Details
Wealth Advisor Growth Network

Wealth Advisor Growth Network

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Partner at Wealth Advisor Growth Network
John Phoenix Work Experience Details
  • Wealth Advisor Growth Network
    Partner And Co-Founder
    Wealth Advisor Growth Network Sep 2019 - Present
    Denver, Us
    WAGN invests in and consults with financial services firms to grow revenue, expand margins, and increase enterprise value. We’re focused on helping independent advisors – and the best-in-class companies that serve them – accelerate growth and realize potential. Learn more at www.wagn.biz.
  • Aik2 Insurance Services
    President
    Aik2 Insurance Services May 2021 - Present
    Montclair, Nj, Us
    AiK2 Insurance Services offers business insurance exclusively for RIAs and their clients. Our simplified process has transformed the industry, making it easier than ever before to understand risk, review real-time solutions, and buy and manage policies in one place – ensuring complete, continuous, and cost-effective coverage. With combined expertise in wealth management, insurance, and technology, we can act as an exclusive broker to consolidate carriers, streamline billing, and protect an advisor’s most valuable asset – their firm.
  • Envestnet, Inc
    Managing Director, Advisory Services
    Envestnet, Inc Sep 2016 - Sep 2019
    Berwyn, Pennsylvania, Us
  • Envestnet, Inc
    Senior Vice President
    Envestnet, Inc 2010 - 2016
    Berwyn, Pennsylvania, Us
  • Metamorphosis Money Management
    Ceo & President
    Metamorphosis Money Management 2006 - Jan 2011
  • Alexander Capital Management Group
    Managing Director
    Alexander Capital Management Group 2001 - 2006
  • Putnam Investments
    Rmd
    Putnam Investments 1994 - 2001
  • Kemper Financial
    Regional Vice President
    Kemper Financial 1991 - 1994

John Phoenix Education Details

  • Washington And Lee University
    Washington And Lee University
  • East High School
    East High School
  • Graland Country Day
    Graland Country Day

Frequently Asked Questions about John Phoenix

What company does John Phoenix work for?

John Phoenix works for Wealth Advisor Growth Network

What is John Phoenix's role at the current company?

John Phoenix's current role is Partner at Wealth Advisor Growth Network.

What schools did John Phoenix attend?

John Phoenix attended Washington And Lee University, East High School, Graland Country Day.

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