Phoenix Financial Services
Phoenix Financial Services

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

facebooklinkedIntwitter

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
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Total number all of employee turnover
Length of Employment
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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 Services
Ex-employees positions
In Company
In New Company
Contact top employees from Phoenix Financial Services
Timothy William Boardman
Head of Institutional Client Group
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Vincent Villani
Senior Vice President, Syndicate
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Michael McCauley
Vice President of Investments
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Robert Garan
Principal Supervisor
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Olena Barnhill
Accounting Associate
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Joseph Shabrack
Private Client Group / Estate Planning - Life Insurance and Tax Favorable Investments
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Jessica Potee
Investment Banker/Private Equity Specialist
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Aldane Rookwood
Private Client Group
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Nicholas Yiantselis
Private Client Group / Investment Specialist
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Derek Faulhaber
Private Client Group
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Adamski Celestin
Private Client Group
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Johan Backlin
VP of Insurance and Annuity Investments
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Robert Kassoff
Senior VP of Wealth Management
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Melissa Crowe
Director of Operations
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Kandy Riley
New Business Specialist
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Carl Cirelli
Private Client Group / Alternative Investments / Life Insurance / Tax Favorable Strategies
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Justin Kindler
General Securities Representative
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Michael Bochichio
Private Wealth Management Specialist
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Kira Roh
Stockbroker / Private Equity Specialist
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Kieran Varga
Junior Broker
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Kim Edmonson
Collections Manager
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Edward Sorrentino
Registered Representative
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Lucas Turco
Private Client Group
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Emily Iavarone
Registered Sales Assistant
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Jonathan Mendoza
Private Client Services
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Angela Stallings
FACS Administrator
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Tom Anderson
Software Architect
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Ali Mahlooji
Private Client Group
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Dylan Dinten
Registered Sales Assistant
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Gayathri
Administrative 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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