Philip Choi
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Philip Choi Email & Phone Number

Vice President | Structured Investments & Buffered UITs at Advisors Asset Management, Inc.
Location: Kansas City, Missouri, United States 6 work roles 1 school
1 work email found @incapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@incapital.com
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Current company
Advisors Asset Management, Inc.
Role
Vice President | Structured Investments & Buffered UITs
Location
Kansas City, Missouri, United States
Company size
256 employees

Who is Philip Choi? Overview

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Quick answer

Philip Choi is listed as Vice President | Structured Investments & Buffered UITs at Advisors Asset Management, Inc., a company with 256 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at incapital.com and a matched LinkedIn profile for Philip Choi.

Philip Choi previously worked as Vice President, Structured Product Sales at Advisors Asset Management, Inc. and Analyst at Icapital. Philip Choi holds Bachelor'S Degree, Marketing/Marketing Management, General, 3.6 from Florida Atlantic University.

Company email context

Email format at Advisors Asset Management, Inc.

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{first}.{last}@incapital.com
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Profile bio

About Philip Choi

Wholesaler professional offering a background in the financial industry. Achieved partnership with Financial advisors within focus firms.  Skilled in educational training and establishing rapport with advisors.  Acquired a strong background in management and customer services as well as communication and computer skills. Series 7 & 63 licensed.

Listed skills include Microsoft Office, Customer Service, Management, Microsoft Excel, and 12 others.

Current workplace

Philip Choi's current company

Company context helps verify the profile and gives searchers a useful next step.

Advisors Asset Management, Inc.
Advisors Asset Management, Inc.
Vice President | Structured Investments & Buffered UITs
monument, colorado, united states
Website
aamlive.com
Employees
256
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Company profile
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6 roles

Philip Choi work experience

A career timeline built from the work history available for this profile.

Analyst

Icapital

Delray Beach, Florida, United States

Nov 2021 - Jul 2023

Internal Wholesaler

Insperex

Boca Raton, Florida, United States

➢Help educate and support the distribution of Market-Linked Investments to Financial Advisors located in the Pacific West Coast region.➣Coordinate with the sales team on targeting prospect leads and email campaigns to raise awareness of Structured Products. ➣ As a result, we have generated over $372 million in revenue between my two teams in 2020.

Feb 2020 - Nov 2021

Manager

Farmer'S Table

Boca Raton

  • Overseer the entire restaurant operation, providing exceptional guest experience and hospitality.
  • Accomplished a food runner overhaul resulting in performance level increase and kitchen maintenance.
  • Spearhead the Aardvark straw campaign, improving guest knowledge and environmental wellness.
  • Achieved reduction in labor cost keeping it under twenty percent during slow periods. Mentorship through online training and video production for staff members result in consistent engagement and product knowledge of.
Oct 2016 - Feb 2020

Marketing Internship

The Gab Group

Boca Raton

  • Media relation duties, research data for pitching opportunities, and monitor press clips for clients.
  • Posts and maintain calendar listings for upcoming event and promotions for clients.
  • Assist with client's social media posts and updates.
  • Delivered another successful annual charity golf tournament for financial clients resulting in $10,000 raised for Experience Camps.
Aug 2018 - Dec 2018

Student Assistant

Palm Beach State College

Boca Raton, Florida

  • Led more than 1,200 new students through orientation.
  • Overseer filer and poster production and designer for school events.
  • Hosted a Q&A event with Florida senator and the house of representative with the student body.
  • Coordinated art and graphics creation for effective merchandising.
Jun 2013 - Oct 2013
Team & coworkers

Colleagues at Advisors Asset Management, Inc.

Other employees you can reach at aamlive.com. View company contacts for 256 employees →

SB Shane Brennan Shane Brennan Colleague at Advisors Asset Management, Inc.Greater Philadelphia, United States View → MR Morgan Roseneau Morgan Roseneau Colleague at Advisors Asset Management, Inc.Charlotte, North Carolina, United States, United States View → AK Antone Klecha Antone Klecha Colleague at Advisors Asset Management, Inc.Warren, Ohio, United States, United States View → LC Lisa Colyer Lisa Colyer Colleague at Advisors Asset Management, Inc.Monument, Colorado, United States, United States View → SC Sterling Colyer Sterling Colyer Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States View → A( Arthur (Art) Sullivan Arthur (Art) Sullivan Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States View → TW Tyler Weitzenfeld Tyler Weitzenfeld Colleague at Advisors Asset Management, Inc.Englewood, Colorado, United States, United States View → SA Stephan Archambault Stephan Archambault Colleague at Advisors Asset Management, Inc.Pompano Beach, Florida, United States, United States View → TP Tina Pellegrino-Vestal Tina Pellegrino-Vestal Colleague at Advisors Asset Management, Inc.Monument, Colorado, United States, United States View → ET Elaine Tibiletti Elaine Tibiletti Colleague at Advisors Asset Management, Inc.San Antonio, Texas, United States, United States View →
1 education record

Philip Choi education

FAQ

Frequently asked questions about Philip Choi

Quick answers generated from the profile data available on this page.

What company does Philip Choi work for?

Philip Choi works for Advisors Asset Management, Inc..

What is Philip Choi's role at Advisors Asset Management, Inc.?

Philip Choi is listed as Vice President | Structured Investments & Buffered UITs at Advisors Asset Management, Inc..

What is Philip Choi's email address?

AeroLeads has found 1 work email signal at @incapital.com for Philip Choi at Advisors Asset Management, Inc..

Where is Philip Choi based?

Philip Choi is based in Kansas City, Missouri, United States while working with Advisors Asset Management, Inc..

What companies has Philip Choi worked for?

Philip Choi has worked for Advisors Asset Management, Inc., Icapital, Insperex, Farmer'S Table, and The Gab Group.

Who are Philip Choi's colleagues at Advisors Asset Management, Inc.?

Philip Choi's colleagues at Advisors Asset Management, Inc. include Shane Brennan, Morgan Roseneau, Antone Klecha, Lisa Colyer, and Sterling Colyer.

How can I contact Philip Choi?

You can use AeroLeads to view verified contact signals for Philip Choi at Advisors Asset Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Philip Choi attend?

Philip Choi holds Bachelor'S Degree, Marketing/Marketing Management, General, 3.6 from Florida Atlantic University.

What skills is Philip Choi known for?

Philip Choi is listed with skills including Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, and Research.

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