Senior Investment Advisor
Current
Jul 2021 - Present
AeroLeads people directory · profile
Mike Spangler Email & Phone Number
Senior Investment Advisor at Excel Financial, LLC
at
Excel Financial, LLC
1 work email found
@unitedhealthgroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Advisor at Excel Financial, LLC
Location
Lakeville, Minnesota, United States
Company size
Who is Mike Spangler? Overview
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Quick answer
Mike Spangler is listed as Senior Investment Advisor at Excel Financial, LLC at Excel Financial, LLC, a company with 19 employees, based in Lakeville, Minnesota, United States. AeroLeads shows a work email signal at unitedhealthgroup.com and a matched LinkedIn profile for Mike Spangler.
Mike Spangler previously worked as Senior Investment Advisor at Excel Financial, Llc and OMMS Product Delivery Director at Optum. Mike Spangler holds Certified Retirement Planning Counselor from Kaplan University.
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Email format at Excel Financial, LLC
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{first}_{last}@unitedhealthgroup.com
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Profile bio
About Mike Spangler
After 30 years of leading some great teams in the IT Services industry, I followed the call to the financial services space. Why make the change? Back in 2008, I started leading financial coaching sessions on a volunteer basis and I quickly realized that helping people find financial peace and achieve their financial goals was incredibly rewarding. What started as a hobby became a passion. After rounding out my financial services credentials, I transitioned to Excel Financial, LLC in June (2021) and joined a team of partners that have been my financial advisors for more than 10 years.Excel Financial, LLC, is an independent, financial planning and investment advisory firm that serves clients throughout the United States. Unlike many financial product vendors that masquerade as advisors, Excel Financial has a fiduciary responsibility to serve the interests of its clients first -- always. Our relationships and interests are tied to those of our clients. We accept no commissions, have no sales quotas, and have no corresponding conflicts of interest. Simply put, we succeed when our clients succeed.Check us out at www.excelfinllc.com or feel free to email me at mikes@excelfinllc.com.
Listed skills include Strategy, Leadership, Enterprise Software, Sdlc, and 34 others.
Current workplace
Mike Spangler's current company
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Excel Financial, Llc
4 roles · 33 years
Mike Spangler work experience
A career timeline built from the work history available for this profile.
Omms Product Delivery Director
- The Optum Medicaid Management Services (OMMS) solution is a Software-as-a-Service (SaaS) and Business Process-as-a-Service (BPaaS) model that will enable Medicaid agencies to purchase only the IT, administrative and.
- Coordinates OMMS program requirements with front office, business & IT stakeholders to establish the OMMS product roadmap
- Leverages Optum's deep repository of system solutions and delivery capabilities to accelerate integration and configuration of OMMS to meet the state Medicaid MMIS market
- Coordinates with internal and external COTS suppliers to assure a seamless integration
- Leads product management and engineering teams in establishing and achieving product release objectives
- Coordinates with program delivery & implementation teams to extend product capabilities to clients.
Apr 2016 - Jun 2021
V.P. Products And Services
Served as Chief Operating Officer, Sales Executive, Delivery Executive.Identified industry trends and established new product and service offerings.Developed go-to-market strategy for offerings, created pipeline, interfaced with clients and lobbyists, performed pre-sale, presented offerings to prospective clients, led proposal activities in response to.
Aug 2010 - Apr 2016
Director, Acs Medicaid Solutions Delivery
Acs Government Healthcare
Provided senior management direction to an organization of 350+ resources for the coordinated delivery of ACS' Medicaid claims processing solutions for all state customers. Total contract responsibilities exceeded $125M.Served as executive sponsor and client executive liaison for enterprise solution delivery.Established leadership development program to.
1993 - Aug 2010
2 education records
Mike Spangler education
Certified Retirement Planning Counselor
Bs, Mathematics & Computer Science
FAQ
Frequently asked questions about Mike Spangler
Quick answers generated from the profile data available on this page.
What company does Mike Spangler work for?
Mike Spangler works for Excel Financial, LLC.
What is Mike Spangler's role at Excel Financial, LLC?
Mike Spangler is listed as Senior Investment Advisor at Excel Financial, LLC at Excel Financial, LLC.
What is Mike Spangler's email address?
AeroLeads has found 1 work email signal at @unitedhealthgroup.com for Mike Spangler at Excel Financial, LLC.
Where is Mike Spangler based?
Mike Spangler is based in Lakeville, Minnesota, United States while working with Excel Financial, LLC.
What companies has Mike Spangler worked for?
Mike Spangler has worked for Excel Financial, Llc, Optum, S2Tech, and Acs Government Healthcare.
Who are Mike Spangler's colleagues at Excel Financial, LLC?
Mike Spangler's colleagues at Excel Financial, LLC include Jim Loquai.
How can I contact Mike Spangler?
You can use AeroLeads to view verified contact signals for Mike Spangler at Excel Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mike Spangler attend?
Mike Spangler holds Certified Retirement Planning Counselor from Kaplan University.
What skills is Mike Spangler known for?
Mike Spangler is listed with skills including Strategy, Leadership, Enterprise Software, Sdlc, Project Management, Requirements Analysis, Software Project Management, and Leadership Development.
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