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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 Jul 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 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 problems, ensure strict time deadlines are met. Communicate benefit changes to employees and oversee that claim issues are resolved in a timely manner.
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 →
GC
Gina Champion
Colleague at Alliant Insurance ServicesLos Angeles Metropolitan Area, United States
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SS
Sharon Sarrouh, Cpcu
Colleague at Alliant Insurance ServicesUnited States
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T(
Thomas (Tj) Gillespie
Colleague at Alliant Insurance ServicesMerrick, New York, United States
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TB
Tressa Bishop, Mba, Cic, Ebp, Cirms
Colleague at Alliant Insurance ServicesPalm Beach Gardens, Florida, United States
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MC
Marianne Chow
Colleague at Alliant Insurance ServicesSan Jose, California, United States
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CM
Candace Morian, Cpria
Colleague at Alliant Insurance ServicesLas Vegas, Nevada, United States
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KR
Karina Rivero, Clic, Wcip
Colleague at Alliant Insurance ServicesSan Diego, California, United States
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JO
Jake Oja
Colleague at Alliant Insurance ServicesVancouver, Washington, United States
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KR
Keith Robertson
Colleague at Alliant Insurance ServicesSeattle, Washington, United States
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ST
Stephanie Tiritilli
Colleague at Alliant Insurance ServicesOmaha, Nebraska, United States
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Gina Champion
Colleague at Alliant Insurance ServicesLos Angeles Metropolitan Area, United States
View →
SS
Sharon Sarrouh, Cpcu
Colleague at Alliant Insurance ServicesUnited States
View →
T(
Thomas (Tj) Gillespie
Colleague at Alliant Insurance ServicesMerrick, New York, United States
View →
TB
Tressa Bishop, Mba, Cic, Ebp, Cirms
Colleague at Alliant Insurance ServicesPalm Beach Gardens, Florida, United States
View →
MC
Marianne Chow
Colleague at Alliant Insurance ServicesSan Jose, California, United States
View →
CM
Candace Morian, Cpria
Colleague at Alliant Insurance ServicesLas Vegas, Nevada, United States
View →
KR
Karina Rivero, Clic, Wcip
Colleague at Alliant Insurance ServicesSan Diego, California, United States
View →
JO
Jake Oja
Colleague at Alliant Insurance ServicesVancouver, Washington, United States
View →
KR
Keith Robertson
Colleague at Alliant Insurance ServicesSeattle, Washington, United States
View →
ST
Stephanie Tiritilli
Colleague at Alliant Insurance ServicesOmaha, Nebraska, 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 Gina Champion, Sharon Sarrouh, Cpcu, Thomas (Tj) Gillespie, Tressa Bishop, Mba, Cic, Ebp, Cirms, and Marianne Chow.
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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