

Phoenix Financial Services Information
Contact top employees from
Phoenix Financial Services
Summary
Phoenix Financial Services is a private company. The company currently specializes in the Financial Services, Diversified Financial Services areas. The Phoenix Financial Services annual revenue is estimated at < 1M. To connect with Phoenix Financial Services employee register on SignalHire.
Organization Website | phoenixinc.com |
Social Links | |
Phone Number | 15163059438 |
Industries | |
Headquarters Location | 100 Wall Street, 10th Floor, New York, 10005 US |
Employees Size | 100-200 employees |
Specialties | Financial Advisory, Investment Banking, Private Equity, Venture Capitalist , Financial Services, Securities , Broker Dealer |
SIC Code | 6199 |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Phoenix Financial Services shows a diverse range of experience levels:
12% have been with the company for less than 1 year6% for 1–2 years9% for 3–4 years9% for 5–7 years18% for 8–10 years47% have over 11 years of service at Phoenix Financial ServicesEx-employees positions
In Company
In New Company
Contact top employees from
Phoenix Financial Services
Timothy William Boardman
Head of Institutional Client Group
Vincent Villani
Senior Vice President, Syndicate
Michael McCauley
Vice President of Investments
Robert Garan
Principal Supervisor
Olena Barnhill
Accounting Associate
Joseph Shabrack
Private Client Group / Estate Planning - Life Insurance and Tax Favorable Investments
Jessica Potee
Investment Banker/Private Equity Specialist
Aldane Rookwood
Private Client Group
Nicholas Yiantselis
Private Client Group / Investment Specialist
Derek Faulhaber
Private Client Group
Adamski Celestin
Private Client Group
Johan Backlin
VP of Insurance and Annuity Investments
Robert Kassoff
Senior VP of Wealth Management
Melissa Crowe
Director of Operations
Kandy Riley
New Business Specialist
Carl Cirelli
Private Client Group / Alternative Investments / Life Insurance / Tax Favorable Strategies
Justin Kindler
General Securities Representative
Michael Bochichio
Private Wealth Management Specialist
Kieran Varga
Junior Broker
Kim Edmonson
Collections Manager
Edward Sorrentino
Registered Representative
Lucas Turco
Private Client Group
Emily Iavarone
Registered Sales Assistant
Jonathan Mendoza
Private Client Services
Angela Stallings
FACS Administrator
Tom Anderson
Software Architect
Ali Mahlooji
Private Client Group
Dylan Dinten
Registered Sales Assistant
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FAQ
Phoenix Financial Services operates in the Finance industries. More details can be found on the official website: phoenixinc.com.
The headquarters of Phoenix Financial Services are located in New York, United States.
You can contact Phoenix Financial Services by phone at 15163059438.
Phoenix Financial Services currently employs 100-200 people.
Phoenix Financial Services's revenue is approximately < 1M.
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