John Phoenix is a high-skilled expert, who works in Wealth Advisor Growth Network main office of which is in 3. on the position of Partner from 2019. John Phoenix has earned professional experience in more than seven positions at different companies. John Phoenix went to the Washington and Lee University and received education from 1987 to 1991. Denver, Colorado is the area, where this professional was lastly known to be living. The professional's phone and email are accessed through SoftwareOfficial on demand.
Name variants:
Johnn Phoenix,
Jon Phoenix,
Jack Phoenix,
Jackie Phoenix,
Jacky Phoenix,
Johnny Phoenix
Last updated May 27, 2024
Contact Information
Last Update
Jul 10, 2022
Email
jo**@envestnet.com
Location
Denver, CO
Company
Wealth Advisor Growth Network
Workplace
Partner
Work History
Senior Vice President, Advisory Services
Chicago, IL
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth ma...
Sep 2010 — 2016
Education
1987 — 1991
1985 — 1987
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Senior Vice President
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Asset Allocation
Investment Advisory
Series 7
Mutual Funds
Wealth Management
Alternative Investments
Separately Managed Accounts
Series 63
Portfolio Management