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Poonam Patel Email & Phone Number
Vice President, Operations and Finance
at
Alliant Insurance Services
2 work emails found
@alliant.com
1 phone found area 949
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Operations and Finance
Location
Lake Forest, California, United States
Company size
Who is Poonam Patel? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Poonam Patel is listed as Vice President, Operations and Finance at Alliant Insurance Services, a company with 6057 employees, based in Lake Forest, California, United States. AeroLeads shows a work email signal at alliant.com, phone signal with area code 949, and a matched LinkedIn profile for Poonam Patel.
Poonam Patel previously worked as Vice President, Operations & Finance at Alliant Insurance Services and Assistant Vice President, Manager, Divisional FP&A at Alliant Insurance Services. Poonam Patel holds Master Of Business Administration - Mba from University Of Southern California - Marshall School Of Business.
Company email context
Email format at Alliant Insurance Services
This section adds company-level context without repeating Poonam Patel's masked contact details.
{first_initial}{last}@alliant.com
92% confidence
AeroLeads found 2 current-domain work email signals for Poonam Patel. Compare company email patterns before reaching out.
Profile bio
About Poonam Patel
Specialties: Customer relations, Customer Service, Fast Learners, German, Marketing, Microsoft Windows, 2000 and XP, Motivated, Organized, Fast Learner
Listed skills include Employee Benefits, Microsoft Excel, Management, Leadership, and 20 others.
Current workplace
Poonam Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Alliant Insurance Services
11 roles
Poonam Patel work experience
A career timeline built from the work history available for this profile.
Vice President, Operations & Finance
Current
Apr 2024 - Present
Assistant Vice President, Manager, Divisional Fp&A
Oct 2021 - Apr 2024
Manager, Divisional Fp&A
Mar 2020 - Oct 2021
Divisional Financial Analyst Lead
Feb 2018 - Mar 2020
Account Manager
Jul 2016 - Feb 2018
Senior Associate - Health Industries Advisory
Jun 2015 - Jun 2016
Lead Benefits Analyst
Management of group insurance plans, implementation of benefit plan strategy, bidding processes, and renewal presentations. Coordinate and manage implementation and transitions to new carriers/vendors. Provide education and ensure client compliance with federal and state legislation. Navigate through healthcare reform updated for clients.
Apr 2014 - Apr 2015
Benefits Analyst And Benefits Coordinator
Maintaining a book of business with large public entity and private employees in excess of $1M in Company revenue. Help develop strategies to manage and refine employee benefits packages through marketplace analysis, rate negotiations and federal legislative compliance. Maintain open communication with client, carriers and third party vendors to resolve.
Jun 2010 - Mar 2014
Assistant To Financial Planning
Assisted in coordinating clients and advisor meetings, Managed and prepared client financial portfolios for clients, Developed collateral materials including brochures, manuals, and paperless client organization system. Met with District Manager and Area Manager for hiring and training of new office manager.
Nov 2009 - Jun 2010
Intern
Assisted in coordinating clients and advisor meetings, Managed and prepared client financial portfolios for clients, Developed collateral materials including brochures, manuals, and paperless client organization system. Met with District Manager and Area Manager for hiring and training of new office manager.
Sep 2009 - Nov 2009
Team & coworkers
Colleagues at Alliant Insurance Services
Other employees you can reach at alliant.com. View company contacts for 6057 employees →
AD
Amy Dixon
Colleague at Alliant Insurance Services
Atlanta Metropolitan Area, United States
View →
JN
Janet Newton
Colleague at Alliant Insurance Services
Essex, Maryland, United States, United States
View →
RC
Russell Canterbury
Colleague at Alliant Insurance Services
Farmington, Connecticut, United States, United States
View →
ND
Nicoletta Di Sacco
Colleague at Alliant Insurance Services
San Diego, California, United States, United States
View →
LT
Leanne Tope
Colleague at Alliant Insurance Services
Post Falls, Idaho, United States, United States
View →
KT
Keith Thornton
Colleague at Alliant Insurance Services
Cardiff-by-the-Sea, California, United States, United States
View →
ES
Evans Smith
Colleague at Alliant Insurance Services
Charleston, South Carolina, United States, United States
View →
CC
Caroline Chin
Colleague at Alliant Insurance Services
Burke, Virginia, United States, United States
View →
JF
Jacob Frazier
Colleague at Alliant Insurance Services
Gilmer, Texas, United States, United States
View →
JM
Jim Montano
Colleague at Alliant Insurance Services
Houston, Texas, United States, United States
View →
Amy Dixon
Colleague at Alliant Insurance Services
Atlanta Metropolitan Area, United States
View →
JN
Janet Newton
Colleague at Alliant Insurance Services
Essex, Maryland, United States, United States
View →
RC
Russell Canterbury
Colleague at Alliant Insurance Services
Farmington, Connecticut, United States, United States
View →
ND
Nicoletta Di Sacco
Colleague at Alliant Insurance Services
San Diego, California, United States, United States
View →
LT
Leanne Tope
Colleague at Alliant Insurance Services
Post Falls, Idaho, United States, United States
View →
KT
Keith Thornton
Colleague at Alliant Insurance Services
Cardiff-by-the-Sea, California, United States, United States
View →
ES
Evans Smith
Colleague at Alliant Insurance Services
Charleston, South Carolina, United States, United States
View →
CC
Caroline Chin
Colleague at Alliant Insurance Services
Burke, Virginia, United States, United States
View →
JF
Jacob Frazier
Colleague at Alliant Insurance Services
Gilmer, Texas, United States, United States
View →
JM
Jim Montano
Colleague at Alliant Insurance Services
Houston, Texas, United States, United States
View →
2 education records
Poonam Patel education
Master Of Business Administration - Mba
Business Administration, Business Administration
FAQ
Frequently asked questions about Poonam Patel
Quick answers generated from the profile data available on this page.
What company does Poonam Patel work for?
Poonam Patel works for Alliant Insurance Services.
What is Poonam Patel's role at Alliant Insurance Services?
Poonam Patel is listed as Vice President, Operations and Finance at Alliant Insurance Services.
What is Poonam Patel's email address?
AeroLeads has found 2 work email signals at @alliant.com for Poonam Patel at Alliant Insurance Services.
What is Poonam Patel's phone number?
AeroLeads has found 1 phone signal(s) with area code 949 for Poonam Patel at Alliant Insurance Services.
Where is Poonam Patel based?
Poonam Patel is based in Lake Forest, California, United States while working with Alliant Insurance Services.
What companies has Poonam Patel worked for?
Poonam Patel has worked for Alliant Insurance Services, Pwc, Waddell & Reed, and Waddell & Reed Financial Services.
Who are Poonam Patel's colleagues at Alliant Insurance Services?
Poonam Patel's colleagues at Alliant Insurance Services include Amy Dixon, Janet Newton, Russell Canterbury, Nicoletta Di Sacco, and Leanne Tope.
How can I contact Poonam Patel?
You can use AeroLeads to view verified contact signals for Poonam Patel at Alliant Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Poonam Patel attend?
Poonam Patel holds Master Of Business Administration - Mba from University Of Southern California - Marshall School Of Business.
What skills is Poonam Patel known for?
Poonam Patel is listed with skills including Employee Benefits, Microsoft Excel, Management, Leadership, Negotiation, Time Management, Microsoft Office, and Customer Service.
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