AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
AXA Equitable List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Equitable. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Equitable Employees
Employee
Years
Job
Industry
Theodore Perry Theodore Perry's AXA Equitable Experience January 2013 - May 2013
Job Client Support Specialist at Advent Software
Industry Financial Services
Experience
Advent Software July 2015 - Present
Vent Software LLC February 2015 - July 2015
ConvergEx Group March 2014 - February 2015
Hertz Local Edition August 2013 - December 2013
AXA Equitable January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, MS Excel Pivot Tables, SQL, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Access, Databases, Communication, International Capital..., Excel Models, Excel Pivot, PowerPoint, Microsoft Word, Outlook, iOS, Windows, QuickBooks, Microsoft Dynamics GP, Analysis, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Time Management, Investments, Teamwork, B2B, Microsoft Office, Sales, Management, Finance, Team Leadership
Education
University of Central Florida 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance, 3.4
Advent Software July 2015 - Present
Vent Software LLC February 2015 - July 2015
ConvergEx Group March 2014 - February 2015
Hertz Local Edition August 2013 - December 2013
AXA Equitable January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, MS Excel Pivot Tables, SQL, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Access, Databases, Communication, International Capital..., Excel Models, Excel Pivot, PowerPoint, Microsoft Word, Outlook, iOS, Windows, QuickBooks, Microsoft Dynamics GP, Analysis, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Time Management, Investments, Teamwork, B2B, Microsoft Office, Sales, Management, Finance, Team Leadership
Education
University of Central Florida 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance, 3.4
Eric Patterson Eric Patterson's AXA Equitable Experience 1995 - 1998
Job Sales VP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Thomas Fiorillo Thomas Fiorillo's AXA Equitable Experience January 2005 - January 2007
Job
Industry Information Technology and Services
Experience
Nelnet Diversified Solutions February 2012 - April 2014
Independent Consultant October 2008 - August 2011
AUCTORIS - Architects of Wealth Preservation Strategies February 2007 - September 2008
AXA Equitable January 2005 - January 2007
Fidelity Investments January 2003 - December 2004
Qwest Communications June 1997 - August 2001
Alternative Resources Corporation January 1994 - June 1997
C4 Network February 1992 - January 1994
Skills
Business Analysis, Financial Analysis, Microsoft Excel, Excel Models, Finance, Strategic Financial..., MS Excel Pivot Tables, SQL, Team Building, Marketing
Education
University of Colorado Denver 2001 — 2004
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1987 — 1991
Bachelor's Degree, Economics
Nelnet Diversified Solutions February 2012 - April 2014
Independent Consultant October 2008 - August 2011
AUCTORIS - Architects of Wealth Preservation Strategies February 2007 - September 2008
AXA Equitable January 2005 - January 2007
Fidelity Investments January 2003 - December 2004
Qwest Communications June 1997 - August 2001
Alternative Resources Corporation January 1994 - June 1997
C4 Network February 1992 - January 1994
Skills
Business Analysis, Financial Analysis, Microsoft Excel, Excel Models, Finance, Strategic Financial..., MS Excel Pivot Tables, SQL, Team Building, Marketing
Education
University of Colorado Denver 2001 — 2004
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1987 — 1991
Bachelor's Degree, Economics
Clark Cooper Clark Cooper's AXA Equitable Experience June 2010 - September 2010
Job Operations Analyst at Bidtellect
Industry Accounting
Experience
Bidtellect November 2014 - Present
Dyno, LLC August 2014 - November 2014
NBC 6 WTVJ MIAMI December 2012 - August 2014
Miami Marlins, L.P. January 2012 - December 2012
University of Central Florida September 2010 - January 2011
AXA Equitable June 2010 - September 2010
Udine Wealth Management June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Great Plains Software, Financial Accounting, Financial Analysis, Sales, Advertising
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Bidtellect November 2014 - Present
Dyno, LLC August 2014 - November 2014
NBC 6 WTVJ MIAMI December 2012 - August 2014
Miami Marlins, L.P. January 2012 - December 2012
University of Central Florida September 2010 - January 2011
AXA Equitable June 2010 - September 2010
Udine Wealth Management June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Great Plains Software, Financial Accounting, Financial Analysis, Sales, Advertising
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jonathan Spitz's AXA Equitable Experience January 2011 - May 2011
Job Credit Analyst at Lakeside Bank
Industry Banking
Experience
Lakeside Bank June 2014 - Present
Invitation Homes July 2013 - January 2014
Marcus & Millichap August 2012 - May 2013
AXA Equitable January 2011 - May 2011
3N2 Sports May 2010 - October 2010
Skills
Financial Analysis, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Finance, Sales, Asset Management
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science Administration (B.S.A.), Finance, General
H.B. Plant High school 2003 — 2007
Lakeside Bank June 2014 - Present
Invitation Homes July 2013 - January 2014
Marcus & Millichap August 2012 - May 2013
AXA Equitable January 2011 - May 2011
3N2 Sports May 2010 - October 2010
Skills
Financial Analysis, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Finance, Sales, Asset Management
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science Administration (B.S.A.), Finance, General
H.B. Plant High school 2003 — 2007
Rachel H Kim's AXA Equitable Experience July 2012 - March 2013
Job Risk Assurance Associate at PwC
Industry Information Technology and Services
Experience
PwC July 2013 - Present
Delta Sigma Pi - Pi Sigma Chapter December 2012 - June 2013
AXA Equitable July 2012 - March 2013
Delta Sigma Pi - Pi Sigma Chapter June 2012 - December 2012
SM&A August 2012 - October 2012
MAP Alternative Asset Management Company, LLC June 2012 - July 2012
University of California, Irvine Extension August 2010 - June 2012
Delta Sigma Pi - Pi Sigma Chapter January 2012 - March 2012
Hatch Design Group June 2011 - September 2011
Briggs, Kim & Martinez LLC June 2009 - September 2009
Skills
Microsoft Excel, Internal Controls, Internal Audit, Management, Analysis, Data Analysis, Time Management, Microsoft Office, Social Media, Teamwork, Event Planning, Risk Assessment, Recruiting, Leadership, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Outlook, SPSS, Research, Spanish
Education
UC Irvine 2009 — 2013
B.A., Business/Economics
PwC July 2013 - Present
Delta Sigma Pi - Pi Sigma Chapter December 2012 - June 2013
AXA Equitable July 2012 - March 2013
Delta Sigma Pi - Pi Sigma Chapter June 2012 - December 2012
SM&A August 2012 - October 2012
MAP Alternative Asset Management Company, LLC June 2012 - July 2012
University of California, Irvine Extension August 2010 - June 2012
Delta Sigma Pi - Pi Sigma Chapter January 2012 - March 2012
Hatch Design Group June 2011 - September 2011
Briggs, Kim & Martinez LLC June 2009 - September 2009
Skills
Microsoft Excel, Internal Controls, Internal Audit, Management, Analysis, Data Analysis, Time Management, Microsoft Office, Social Media, Teamwork, Event Planning, Risk Assessment, Recruiting, Leadership, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Outlook, SPSS, Research, Spanish
Education
UC Irvine 2009 — 2013
B.A., Business/Economics
Andrea Costoya Kean Andrea Costoya Kean's AXA Equitable Experience August 2009 - April 2010
Job Associate at Goldman, Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs April 2010 - Present
AXA Equitable August 2009 - April 2010
Skills
Series 7, Wealth Management, Investments, Equities, Finance, Risk Management, Financial Services, Portfolio Management, Microsoft Office, Leadership
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
BSBA
Goldman Sachs April 2010 - Present
AXA Equitable August 2009 - April 2010
Skills
Series 7, Wealth Management, Investments, Equities, Finance, Risk Management, Financial Services, Portfolio Management, Microsoft Office, Leadership
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
BSBA
William Ethridge's AXA Equitable Experience July 2012 - November 2012
Job Financial Analyst at Waste Pro USA
Industry Capital Markets
Experience
Waste Pro USA November 2014 - Present
The Walt Disney Company July 2014 - October 2014
ConvergEx Group March 2014 - April 2014
Brown and Brown Insurance May 2013 - November 2013
NBA City January 2013 - May 2013
AXA Equitable July 2012 - November 2012
Advanced Refrigeration & Air Inc. May 2011 - July 2011
NBA City May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Leadership, Customer Service, Public Speaking, Budgets, Financial Analysis, Fundraising, Marketing Strategy, Team Building, Strategic Planning, Project Management, Time Management, Critical Thinking, Microsoft Office, Event Management, Social Media Marketing, Management, Outlook, Sales, Finance
Education
University of Central Florida 2008 — 2012
Bachelor of Sciences, Finance
University of Central Florida - College of Business Administration 2008 — 2012
BS, Finance
Waste Pro USA November 2014 - Present
The Walt Disney Company July 2014 - October 2014
ConvergEx Group March 2014 - April 2014
Brown and Brown Insurance May 2013 - November 2013
NBA City January 2013 - May 2013
AXA Equitable July 2012 - November 2012
Advanced Refrigeration & Air Inc. May 2011 - July 2011
NBA City May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Leadership, Customer Service, Public Speaking, Budgets, Financial Analysis, Fundraising, Marketing Strategy, Team Building, Strategic Planning, Project Management, Time Management, Critical Thinking, Microsoft Office, Event Management, Social Media Marketing, Management, Outlook, Sales, Finance
Education
University of Central Florida 2008 — 2012
Bachelor of Sciences, Finance
University of Central Florida - College of Business Administration 2008 — 2012
BS, Finance
Patrick R. Hillmann's AXA Equitable Experience 2005 - 2006
Job Vice President at LEVICK
Industry Public Policy
Experience
LEVICK 2014 - Present
Lincoln Park Zoo 2012 - Present
Olson 2012 - 2014
Ketchum 2010 - 2012
Jasculca/Terman & Associates 2009 - 2010
World Council of Credit Unions 2008 - 2009
European Commission 2008 - 2008
AXA Equitable 2005 - 2006
Skills
Crisis Management, Crisis Communications, Issues Management, Executive Media Training, Public Affairs, Strategic Communications, Public Relations, External Relations, Investor Relations, International Relations, Event Planning, Integrated Marketing, Training, Reputation Management, Corporate Communications, Media Relations, Press Releases, Internal Communications, Message Development, Strategy
Education
University of Wisconsin-Madison 2007 — 2009
MA, International Public Affairs (Economics and Quantitative Risk Analysis)
University of Illinois at Urbana-Champaign 2002 — 2005
BS, International Relations
LEVICK 2014 - Present
Lincoln Park Zoo 2012 - Present
Olson 2012 - 2014
Ketchum 2010 - 2012
Jasculca/Terman & Associates 2009 - 2010
World Council of Credit Unions 2008 - 2009
European Commission 2008 - 2008
AXA Equitable 2005 - 2006
Skills
Crisis Management, Crisis Communications, Issues Management, Executive Media Training, Public Affairs, Strategic Communications, Public Relations, External Relations, Investor Relations, International Relations, Event Planning, Integrated Marketing, Training, Reputation Management, Corporate Communications, Media Relations, Press Releases, Internal Communications, Message Development, Strategy
Education
University of Wisconsin-Madison 2007 — 2009
MA, International Public Affairs (Economics and Quantitative Risk Analysis)
University of Illinois at Urbana-Champaign 2002 — 2005
BS, International Relations
Guo Zhou's AXA Equitable Experience December 2011 - May 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
AXA Equitable December 2011 - May 2013
Ernst & Young February 2008 - December 2011
Ernst & Young October 2000 - January 2008
Skills
Valuation, Financial Audits, Financial Accounting, Financial Reporting, Risk Management, Sarbanes-Oxley, Capital Market..., Broker-Dealer, Internal Controls
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Finance / Accounting
JPMorgan Chase May 2013 - Present
AXA Equitable December 2011 - May 2013
Ernst & Young February 2008 - December 2011
Ernst & Young October 2000 - January 2008
Skills
Valuation, Financial Audits, Financial Accounting, Financial Reporting, Risk Management, Sarbanes-Oxley, Capital Market..., Broker-Dealer, Internal Controls
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Finance / Accounting
David Winsemius David Winsemius's AXA Equitable Experience January 2014 - Present
Job Medical Director at AXA Equitable
Industry
Experience
AXA Equitable January 2014 - Present
R-help 2008 - Present
American Academy for Insurance Medicine 2005 - September 2014
DrW Consulting, LLC November 2012 - December 2013
Heritage Laboratories April 2008 - October 2012
ING U.S. March 2003 - April 2008
Employers Reassurance Corporation 2001 - 2003
Lincoln Financial Group November 1999 - 2001
MassMutual Financial Group February 1995 - November 1999
Skills
Statistics, Statistical Modeling, R, SAS, LaTeX, Time Series Analysis, Research, Epidemiology, Data Analysis, Data Mining, Science, Biostatistics, Statistical Computing, Survival Analysis, Monte Carlo Simulation, SAS programming, Health Insurance
Education
University of Washington, School of Public Health 1985 — 1987
Master of Public Health (MPH), Epidemiology
UC Davis School of Medicine 1972 — 1976
MD
UC Berkeley 1969 — 1971
Bachelor of Arts (BA), Physics and Biology
AXA Equitable January 2014 - Present
R-help 2008 - Present
American Academy for Insurance Medicine 2005 - September 2014
DrW Consulting, LLC November 2012 - December 2013
Heritage Laboratories April 2008 - October 2012
ING U.S. March 2003 - April 2008
Employers Reassurance Corporation 2001 - 2003
Lincoln Financial Group November 1999 - 2001
MassMutual Financial Group February 1995 - November 1999
Skills
Statistics, Statistical Modeling, R, SAS, LaTeX, Time Series Analysis, Research, Epidemiology, Data Analysis, Data Mining, Science, Biostatistics, Statistical Computing, Survival Analysis, Monte Carlo Simulation, SAS programming, Health Insurance
Education
University of Washington, School of Public Health 1985 — 1987
Master of Public Health (MPH), Epidemiology
UC Davis School of Medicine 1972 — 1976
MD
UC Berkeley 1969 — 1971
Bachelor of Arts (BA), Physics and Biology
Gary Finley Gary Finley's AXA Equitable Experience April 2011 - Present
Job Financial Professional at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2011 - Present
City of Birmingham March 1983 - June 2010
Skills
Homeland Security, Interrogation, Crime Prevention, Patrol, Law Enforcement, Criminal Investigations, Criminal Justice, Public Safety, Firearms, Government
Education
University of Alabama at Birmingham 1979 — 1983
BS, Criminal Justice and Corrections
AXA Equitable April 2011 - Present
City of Birmingham March 1983 - June 2010
Skills
Homeland Security, Interrogation, Crime Prevention, Patrol, Law Enforcement, Criminal Investigations, Criminal Justice, Public Safety, Firearms, Government
Education
University of Alabama at Birmingham 1979 — 1983
BS, Criminal Justice and Corrections
Michael Fulco, CLU®, ChFC®'s AXA Equitable Experience 1993 - 2003
Job Estate Tax Planning, Investment Management, Bank Owned Life Insurance
Industry Financial Services
Experience
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
Britt Woodall's AXA Equitable Experience August 2006 - August 2013
Job Harpeth Energy Solutions
Industry Oil & Energy
Experience
Harpeth Energy Solutions June 2014 - Present
AEA Energy July 2015 - Present
Apple Energy Group August 2013 - June 2014
AXA Equitable August 2006 - August 2013
PassAlong Networks February 2004 - August 2006
Christian Family Life November 2002 - December 2003
LearnIT Corporation June 2000 - October 2002
Tower Hill Insurance Group May 1997 - May 2000
Nationwide Insurance May 1991 - May 1997
Skills
Series 7, Series 24, FINRA, Wealth Management, Securities, AML, Series 66, L&H, Financial Services, Life Insurance, Retirement Planning, Strategic Financial..., Term Life Insurance, Start-ups
Education
University of Florida 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harpeth Energy Solutions June 2014 - Present
AEA Energy July 2015 - Present
Apple Energy Group August 2013 - June 2014
AXA Equitable August 2006 - August 2013
PassAlong Networks February 2004 - August 2006
Christian Family Life November 2002 - December 2003
LearnIT Corporation June 2000 - October 2002
Tower Hill Insurance Group May 1997 - May 2000
Nationwide Insurance May 1991 - May 1997
Skills
Series 7, Series 24, FINRA, Wealth Management, Securities, AML, Series 66, L&H, Financial Services, Life Insurance, Retirement Planning, Strategic Financial..., Term Life Insurance, Start-ups
Education
University of Florida 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lee Wilcox, CPA, CGMA's AXA Equitable Experience October 2004 - October 2013
Job Urish Popeck & Co, LLC.
Industry Financial Services
Experience
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Margie Vizurraga Margie Vizurraga's AXA Equitable Experience September 1981 - September 1997
Job Owner at 1420 Investment Company LLC
Industry Entertainment
Experience
1420 Investment Company LLC October 2005 - Present
Ada Dance Academy September 2002 - Present
AXA Equitable September 1981 - September 1997
Gremore Dance Studio September 1976 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook, Photoshop, HTML, Public Speaking, Social Networking, Event Planning
Education
University of Cincinnati 1979 — 1981
Ballet and Business
Midview High School 1977 — 1979
1420 Investment Company LLC October 2005 - Present
Ada Dance Academy September 2002 - Present
AXA Equitable September 1981 - September 1997
Gremore Dance Studio September 1976 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook, Photoshop, HTML, Public Speaking, Social Networking, Event Planning
Education
University of Cincinnati 1979 — 1981
Ballet and Business
Midview High School 1977 — 1979
Richard J. Snyder, CPM Richard J. Snyder, CPM's AXA Equitable Experience 2011 - 2012
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
Lincoln Financial Group November 2012 - March 2014
AXA Equitable 2011 - 2012
The Hartford 2004 - 2011
The Hartford 2001 - 2004
Nationwide Insurance 1998 - 2001
Florida Department of Financial Services 1994 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Relationship Management, Fixed Annuities, Retirement, Life Insurance, Sales, Account Management, Salesforce.com, Sales Management, 401k, Strategic Financial..., Leadership, Series 6, FINRA, Variable Annuities, Securities, IRAs, Financial Advisory, Separately Managed..., Uniform Combined State..., Investment Advisory, Asset Allocation, Defined Benefit, Wealth, Retirement Plan..., Financial Planners, Defined Contribution, Qualified Retirement..., 401k Rollovers, Business Planning, Asset Management, Pensions
Education
Florida State University 1995 — 1997
Certified Public Manager®
University of Central Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Valencia Community College 1988 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
MassMutual Financial Group May 2014 - Present
Lincoln Financial Group November 2012 - March 2014
AXA Equitable 2011 - 2012
The Hartford 2004 - 2011
The Hartford 2001 - 2004
Nationwide Insurance 1998 - 2001
Florida Department of Financial Services 1994 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Relationship Management, Fixed Annuities, Retirement, Life Insurance, Sales, Account Management, Salesforce.com, Sales Management, 401k, Strategic Financial..., Leadership, Series 6, FINRA, Variable Annuities, Securities, IRAs, Financial Advisory, Separately Managed..., Uniform Combined State..., Investment Advisory, Asset Allocation, Defined Benefit, Wealth, Retirement Plan..., Financial Planners, Defined Contribution, Qualified Retirement..., 401k Rollovers, Business Planning, Asset Management, Pensions
Education
Florida State University 1995 — 1997
Certified Public Manager®
University of Central Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Valencia Community College 1988 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Angela Conklin Angela Conklin's AXA Equitable Experience October 2002 - April 2007
Job Senior Vice President Human Resources at Vyve Broadband
Industry Consumer Goods
Experience
Vyve Broadband July 2014 - Present
Melissa & Doug May 2012 - July 2014
Indeed.com 2011 - 2012
Time Warner Cable May 2009 - September 2011
HR Consulting August 2008 - May 2009
BlackRock April 2007 - August 2008
AXA Equitable October 2002 - April 2007
Reader's Digest November 1999 - October 2002
UBS January 1998 - May 1999
Duracell February 1996 - December 1997
Skills
Talent Management, Organizational Design, Mergers, MBTI, Leadership Development, Succession Planning, Performance Management, HR Strategy, Change Management, Workforce Planning, Employee Engagement, Organizational..., FIRO-B, Strong Interest..., 360 Feedback, Coaching, Management Development, Culture Change, Organizational..., Executive Coaching, Personnel Management, Employee Relations, Human Resources, Mergers & Acquisitions, Leadership, Training, Employee Training, Employee Benefits, Management, Deferred Compensation, Start-ups, HRIS, Program Management, Outsourcing, Strategic Planning, Business Development, Workshop Facilitation, Consulting, Talent Acquisition, Career Counseling, Recruiting, Executive Management, Policy, Sourcing, Executive Search, Onboarding, Applicant Tracking..., Employer Branding, College Recruiting, Technical Recruiting
Education
University of Bridgeport 1981 — 1985
B.S., Management & Labor Relations
Vyve Broadband July 2014 - Present
Melissa & Doug May 2012 - July 2014
Indeed.com 2011 - 2012
Time Warner Cable May 2009 - September 2011
HR Consulting August 2008 - May 2009
BlackRock April 2007 - August 2008
AXA Equitable October 2002 - April 2007
Reader's Digest November 1999 - October 2002
UBS January 1998 - May 1999
Duracell February 1996 - December 1997
Skills
Talent Management, Organizational Design, Mergers, MBTI, Leadership Development, Succession Planning, Performance Management, HR Strategy, Change Management, Workforce Planning, Employee Engagement, Organizational..., FIRO-B, Strong Interest..., 360 Feedback, Coaching, Management Development, Culture Change, Organizational..., Executive Coaching, Personnel Management, Employee Relations, Human Resources, Mergers & Acquisitions, Leadership, Training, Employee Training, Employee Benefits, Management, Deferred Compensation, Start-ups, HRIS, Program Management, Outsourcing, Strategic Planning, Business Development, Workshop Facilitation, Consulting, Talent Acquisition, Career Counseling, Recruiting, Executive Management, Policy, Sourcing, Executive Search, Onboarding, Applicant Tracking..., Employer Branding, College Recruiting, Technical Recruiting
Education
University of Bridgeport 1981 — 1985
B.S., Management & Labor Relations
Carole Katz Carole Katz's AXA Equitable Experience January 2003 - August 2005
Job District Head Textbook Clerk Purchasing a
Industry Education Management
Experience
Sewanhaka Central HS District October 2012 - Present
New Hyde Park Memorial HS August 2005 - October 2012
AXA Equitable January 2003 - August 2005
Special Effects Costume Jewelry April 1997 - June 2003
M. Hidary & Co., Inc. September 1990 - October 1997
Bonwit Teller January 1987 - August 1990
Allied Stores Corp. September 1982 - January 1987
Skills
Fashion Buying, Product Marketing, Retail Displays, Department Budgeting, Contract Negotiation, Supplier Negotiation, Apparel, Import, Small Business, Brand Development, Compliance, Microsoft Excel, Microsoft Word, New Business Development, Quality Control, Vendor Management
Education
University of Rhode Island 1977 — 1980
Bachelor of Science (BS), Apparel and Textile Marketing Management
University of Bridgeport 1976 — 1978
Associate of Arts (A.A.), Fashion Merchandising
Sewanhaka Central HS District October 2012 - Present
New Hyde Park Memorial HS August 2005 - October 2012
AXA Equitable January 2003 - August 2005
Special Effects Costume Jewelry April 1997 - June 2003
M. Hidary & Co., Inc. September 1990 - October 1997
Bonwit Teller January 1987 - August 1990
Allied Stores Corp. September 1982 - January 1987
Skills
Fashion Buying, Product Marketing, Retail Displays, Department Budgeting, Contract Negotiation, Supplier Negotiation, Apparel, Import, Small Business, Brand Development, Compliance, Microsoft Excel, Microsoft Word, New Business Development, Quality Control, Vendor Management
Education
University of Rhode Island 1977 — 1980
Bachelor of Science (BS), Apparel and Textile Marketing Management
University of Bridgeport 1976 — 1978
Associate of Arts (A.A.), Fashion Merchandising
Jamie Yaffa Jamie Yaffa's AXA Equitable Experience May 2009 - October 2010
Job Territory sales manager Connecticut Distributors
Industry Food & Beverages
Experience
Murphy Distributors March 2015 - Present
Connecticut distributors September 2013 - January 2015
Pro-Partners Staffing LLC May 2012 - March 2013
Bridgeport Biodiesel, LLC May 2011 - April 2012
Plimton & Hills Corp. October 2010 - April 2011
AXA Equitable May 2009 - October 2010
Skills
Financial Services, Recruiting, Succession Planning, Salesforce.com, Sales, Account Management, Team Building, Negotiation, Management, Leadership, Finance, Accounting, Customer Retention, Strategy, Insurance, Training, Cold Calling, Marketing, CRM, Customer Service, Sales Management, Social Media, Marketing Strategy
Education
University of Hartford 2003 — 2008
BA, Education
University of Hartford
Bachelor's degree, Education
Murphy Distributors March 2015 - Present
Connecticut distributors September 2013 - January 2015
Pro-Partners Staffing LLC May 2012 - March 2013
Bridgeport Biodiesel, LLC May 2011 - April 2012
Plimton & Hills Corp. October 2010 - April 2011
AXA Equitable May 2009 - October 2010
Skills
Financial Services, Recruiting, Succession Planning, Salesforce.com, Sales, Account Management, Team Building, Negotiation, Management, Leadership, Finance, Accounting, Customer Retention, Strategy, Insurance, Training, Cold Calling, Marketing, CRM, Customer Service, Sales Management, Social Media, Marketing Strategy
Education
University of Hartford 2003 — 2008
BA, Education
University of Hartford
Bachelor's degree, Education
Roland Paradis Roland Paradis's AXA Equitable Experience June 2013 - Present
Job Vice President, Operational Excellence at AXA
Industry Insurance
Experience
AXA September 2014 - Present
Axa-Equitable June 2013 - Present
Parameds.com October 2012 - April 2013
Lincoln Financial Group 1998 - October 2012
MassMutual Financial Group 1996 - 1998
Phoenix Life Insurance Company 1980 - 1988
Skills
Underwriting, Insurance, Process Improvement, Financial Services, Strategic Financial..., Vendor Management
Education
University of Connecticut 1971 — 1975
BS, Environmental Horticulture
AXA September 2014 - Present
Axa-Equitable June 2013 - Present
Parameds.com October 2012 - April 2013
Lincoln Financial Group 1998 - October 2012
MassMutual Financial Group 1996 - 1998
Phoenix Life Insurance Company 1980 - 1988
Skills
Underwriting, Insurance, Process Improvement, Financial Services, Strategic Financial..., Vendor Management
Education
University of Connecticut 1971 — 1975
BS, Environmental Horticulture
Janet Silotti Janet Silotti's AXA Equitable Experience February 1986 - November 1992
Job Providing protection for eveyone's hopes and dreams State Farm Agent
Industry Insurance
Experience
State Farm Agent February 1993 - Present
AXA Equitable February 1986 - November 1992
Skills
Boat Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Retirement Solutions, Personal Liability..., Retirement, General Insurance, Whole Life, Insurance, Homeowners, Marine Insurance, Universal Life, Licensed Property &..., Workers Compensation, Casualty, Permanent Life Insurance, Series 6, Legal Liability, Life Insurance, Long Term Care Insurance, Commercial Lines, Roth IRA, Health Insurance, Long-term Care, Renters, Professional Liability, Motorcycle, Licensed Life & Health..., Fixed Annuities, Liability, IRAs, Flood Insurance, Inland Marine, Casualty Insurance
Education
University of Illinois Springfield 1980 — 1982
Master of Business Administration (MBA), Corporate Finance
Weber State University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Clearfield High School, Clearfield, UT 1977 — 1979
High School Diploma, General Studies
State Farm Agent February 1993 - Present
AXA Equitable February 1986 - November 1992
Skills
Boat Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Retirement Solutions, Personal Liability..., Retirement, General Insurance, Whole Life, Insurance, Homeowners, Marine Insurance, Universal Life, Licensed Property &..., Workers Compensation, Casualty, Permanent Life Insurance, Series 6, Legal Liability, Life Insurance, Long Term Care Insurance, Commercial Lines, Roth IRA, Health Insurance, Long-term Care, Renters, Professional Liability, Motorcycle, Licensed Life & Health..., Fixed Annuities, Liability, IRAs, Flood Insurance, Inland Marine, Casualty Insurance
Education
University of Illinois Springfield 1980 — 1982
Master of Business Administration (MBA), Corporate Finance
Weber State University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Clearfield High School, Clearfield, UT 1977 — 1979
High School Diploma, General Studies
Adam Lickstein Adam Lickstein's AXA Equitable Experience May 2008 - August 2008
Job Assistant Vice President at AON
Industry Insurance
Experience
Aon Risk Solutions November 2013 - Present
Lockton Companies July 2012 - October 2013
All Risks, Ltd September 2011 - June 2012
University of Florida May 2009 - July 2011
AXA Equitable May 2008 - August 2008
Skills
Insurance, Marketing, Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Sales, Outlook, Underwriting, Public Speaking, Microsoft Word, Customer Service, Management, Analysis, Risk Management, Social Networking, Business Development, Process Improvement
Education
University of Florida
Bachelor of Science in Business Administration, Specialization in Marketing
Aon Risk Solutions November 2013 - Present
Lockton Companies July 2012 - October 2013
All Risks, Ltd September 2011 - June 2012
University of Florida May 2009 - July 2011
AXA Equitable May 2008 - August 2008
Skills
Insurance, Marketing, Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Sales, Outlook, Underwriting, Public Speaking, Microsoft Word, Customer Service, Management, Analysis, Risk Management, Social Networking, Business Development, Process Improvement
Education
University of Florida
Bachelor of Science in Business Administration, Specialization in Marketing
Fatima Mouaki Fatima Mouaki's AXA Equitable Experience July 2007 - Present
Job Financial Analyst at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2007 - Present
Mutuelle du Mans Assurance 2005 - 2006
Natexis Asset Management, Banque Populaire Group January 2004 - December 2004
Skills
Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Risk..., Forecasting, Valuation, Corporate Finance
Education
coursera 2014 — 2015
University Lille 1 2001 — 2003
Master, Ingenierie Statistiques et Numeriques
AXA Equitable July 2007 - Present
Mutuelle du Mans Assurance 2005 - 2006
Natexis Asset Management, Banque Populaire Group January 2004 - December 2004
Skills
Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Risk..., Forecasting, Valuation, Corporate Finance
Education
coursera 2014 — 2015
University Lille 1 2001 — 2003
Master, Ingenierie Statistiques et Numeriques
Jennifer Chuu Jennifer Chuu's AXA Equitable Experience February 2011 - April 2011
Job PhD Student in Statistics at University of Michigan
Industry Education Management
Experience
University of Michigan August 2012 - Present
Ford Motor Company June 2014 - August 2014
Ford Motor Company 2013 - 2013
Los Angeles Times April 2012 - June 2012
The Summer Institute for Training in Biostatistics June 2011 - July 2011
AXA Equitable February 2011 - April 2011
Major Science July 2010 - August 2010
World Properties July 2009 - July 2009
Skills
R, LaTeX, Microsoft Word, PowerPoint, Microsoft Excel, Data Mining, Statistics, Statistical Modeling, Tutoring, Research, Analysis, Analytics
Education
University of Michigan 2012 — 2017
Doctor of Philosophy (PhD), Statistics, First Year
University of California, Los Angeles 2008 — 2012
Bachelor of Science, Statistics
Monta Vista High School 2004 — 2008
University of Michigan August 2012 - Present
Ford Motor Company June 2014 - August 2014
Ford Motor Company 2013 - 2013
Los Angeles Times April 2012 - June 2012
The Summer Institute for Training in Biostatistics June 2011 - July 2011
AXA Equitable February 2011 - April 2011
Major Science July 2010 - August 2010
World Properties July 2009 - July 2009
Skills
R, LaTeX, Microsoft Word, PowerPoint, Microsoft Excel, Data Mining, Statistics, Statistical Modeling, Tutoring, Research, Analysis, Analytics
Education
University of Michigan 2012 — 2017
Doctor of Philosophy (PhD), Statistics, First Year
University of California, Los Angeles 2008 — 2012
Bachelor of Science, Statistics
Monta Vista High School 2004 — 2008
Jonathan Beckford Jonathan Beckford's AXA Equitable Experience November 2005 - January 2006
Job Retirement Specialist at Great West Financial
Industry Financial Services
Experience
Great-West Financial September 2007 - Present
E*TRADE Financial March 2006 - January 2007
AXA Equitable November 2005 - January 2006
Highview Construction Inc. July 2002 - November 2005
Spear Leeds & Kellogg / Goldman Sachs February 1991 - July 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Team Building, Project Management, Social Media, Microsoft Office
Education
University of Hertfordshire 1986 — 1988
Bachelor of Science (BS), Business & Finance
Selhurst High School For Boys 1980 — 1985
7 GCE's & 3 A Levels
Great-West Financial September 2007 - Present
E*TRADE Financial March 2006 - January 2007
AXA Equitable November 2005 - January 2006
Highview Construction Inc. July 2002 - November 2005
Spear Leeds & Kellogg / Goldman Sachs February 1991 - July 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Team Building, Project Management, Social Media, Microsoft Office
Education
University of Hertfordshire 1986 — 1988
Bachelor of Science (BS), Business & Finance
Selhurst High School For Boys 1980 — 1985
7 GCE's & 3 A Levels
Jennifer Cabrera Jennifer Cabrera's AXA Equitable Experience August 2010 - March 2012
Job Assistant Manager, Digital Merchandising at Jarden Consumer Solutions
Industry Marketing and Advertising
Experience
Jarden Consumer Solutions May 2014 - Present
Interval International March 2013 - May 2014
Kantar Media June 2012 - September 2012
AXA Equitable August 2010 - March 2012
AXA Equitable May 2009 - August 2009
Skills
Microsoft Office, Social Media Marketing, Marketing Communications, Social Media, Event Planning, English, PowerPoint, Marketing, Spanish, Advertising, Management, Email Marketing, Online Marketing
Education
University of Florida 2006 — 2010
Bachelor of Science, Marketing
Jarden Consumer Solutions May 2014 - Present
Interval International March 2013 - May 2014
Kantar Media June 2012 - September 2012
AXA Equitable August 2010 - March 2012
AXA Equitable May 2009 - August 2009
Skills
Microsoft Office, Social Media Marketing, Marketing Communications, Social Media, Event Planning, English, PowerPoint, Marketing, Spanish, Advertising, Management, Email Marketing, Online Marketing
Education
University of Florida 2006 — 2010
Bachelor of Science, Marketing
Peter Brot, ASA, MAAA, FLMI, ACS Peter Brot, ASA, MAAA, FLMI, ACS's AXA Equitable Experience 2011 - 2011
Job Business Analyst/Credentialed Actuary
Industry Insurance
Experience
Sapiens 2012 - Present
Park Avenue Toastmasters 2014 - Present
Syosset Toastmasters 2010 - Present
Society of Actuaries 2010 - 2013
Free Agent 2010 - 2012
AXA Equitable 2011 - 2011
Fairmont Specialty 2006 - 2009
Winklevoss Consultants 2003 - 2006
Guardian Life Insurance 1997 - 2002
Skills
Excel, Word, Outlook, Life70, Microsoft Visual Studio, HP Quality Center, APEX Software, APL, ACT!, Lotus Notes, Access, Term Life Insurance, Health Insurance, Whole Life, Reserving, Variable Universal Life..., Valuation, SAS Programming, SQL, Microsoft Excel, Microsoft Word, Statistics, Actuarial Science, Visio, Insurance, Employee Benefits, SAS programming, Pensions, Claim, Disability Insurance, Reinsurance, Analysis, Risk Management, Actuaries, SAS, Financial Risk, VBA, ALM, Public Speaking, Enterprise Risk..., Quality Center, Underwriting, Solvency II, Finance, Variable Life, Visual Studio, Predictive Modeling, Financial Modeling, Data Analysis, Fixed Annuities
Education
University of Hartford
B.A, Mathematics
Sapiens 2012 - Present
Park Avenue Toastmasters 2014 - Present
Syosset Toastmasters 2010 - Present
Society of Actuaries 2010 - 2013
Free Agent 2010 - 2012
AXA Equitable 2011 - 2011
Fairmont Specialty 2006 - 2009
Winklevoss Consultants 2003 - 2006
Guardian Life Insurance 1997 - 2002
Skills
Excel, Word, Outlook, Life70, Microsoft Visual Studio, HP Quality Center, APEX Software, APL, ACT!, Lotus Notes, Access, Term Life Insurance, Health Insurance, Whole Life, Reserving, Variable Universal Life..., Valuation, SAS Programming, SQL, Microsoft Excel, Microsoft Word, Statistics, Actuarial Science, Visio, Insurance, Employee Benefits, SAS programming, Pensions, Claim, Disability Insurance, Reinsurance, Analysis, Risk Management, Actuaries, SAS, Financial Risk, VBA, ALM, Public Speaking, Enterprise Risk..., Quality Center, Underwriting, Solvency II, Finance, Variable Life, Visual Studio, Predictive Modeling, Financial Modeling, Data Analysis, Fixed Annuities
Education
University of Hartford
B.A, Mathematics
Monique Wooten Monique Wooten's AXA Equitable Experience February 2001 - October 2001
Job Senior Business Intelligence Architect at Genuine Parts Company
Industry Information Technology and Services
Experience
Genuine Parts Company June 2013 - Present
Genuine Parts Company January 2012 - Present
TSYS April 2008 - December 2011
ACS Healthcare Provider Solutions May 2006 - April 2008
Georgia-Pacific LLC March 2002 - May 2006
AXA Equitable February 2001 - October 2001
Synchrony Communications January 2000 - January 2001
Toyota Motor Engineering & Manufacturing North America, Inc. (TEMA) February 1999 - January 2000
Skills
Business Intelligence, Data Warehousing, Business Analysis, SQL, Cognos, Databases, QlikView, Data Modeling, SDLC, Data Warehouse..., Project Management, Business Intelligence..., OLAP, Business Process, Management, Requirements Analysis, Analytics, Dashboard, Quality Assurance, Process Improvement, ETL, IBM Cognos..., Cognos 10.1.1, Cognos 8.4.1
Education
University of Cincinnati 1994 — 1997
BBA, Information Systems
University of Cincinnati 1993 — 1997
BBA, Information Systems; Information Systems
Genuine Parts Company June 2013 - Present
Genuine Parts Company January 2012 - Present
TSYS April 2008 - December 2011
ACS Healthcare Provider Solutions May 2006 - April 2008
Georgia-Pacific LLC March 2002 - May 2006
AXA Equitable February 2001 - October 2001
Synchrony Communications January 2000 - January 2001
Toyota Motor Engineering & Manufacturing North America, Inc. (TEMA) February 1999 - January 2000
Skills
Business Intelligence, Data Warehousing, Business Analysis, SQL, Cognos, Databases, QlikView, Data Modeling, SDLC, Data Warehouse..., Project Management, Business Intelligence..., OLAP, Business Process, Management, Requirements Analysis, Analytics, Dashboard, Quality Assurance, Process Improvement, ETL, IBM Cognos..., Cognos 10.1.1, Cognos 8.4.1
Education
University of Cincinnati 1994 — 1997
BBA, Information Systems
University of Cincinnati 1993 — 1997
BBA, Information Systems; Information Systems
Judy Berger Judy Berger's AXA Equitable Experience June 1986 - November 2001
Job Executive Assistant
Industry Financial Services
Experience
Ironshore Holdings August 2009 - Present
Ripplewood Holdings March 2008 - October 2008
XL Capital (SCA & XLFPS) February 2002 - March 2008
AXA Equitable June 1986 - November 2001
Skills
Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Training, Leadership, Access, Data Analysis, Finance, Management, Insurance, Software Documentation, Human Resources, Employee Benefits, Administration, Employee Relations, Microsoft Office
Education
University of Iowa 1976 — 1979
Bachelor of Arts, Music
Ironshore Holdings August 2009 - Present
Ripplewood Holdings March 2008 - October 2008
XL Capital (SCA & XLFPS) February 2002 - March 2008
AXA Equitable June 1986 - November 2001
Skills
Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Training, Leadership, Access, Data Analysis, Finance, Management, Insurance, Software Documentation, Human Resources, Employee Benefits, Administration, Employee Relations, Microsoft Office
Education
University of Iowa 1976 — 1979
Bachelor of Arts, Music
Holly Metz Doyle's AXA Equitable Experience 2011 - 2015
Job Client Relations Associate at Milestone Consulting
Industry Financial Services
Experience
Milestone Consulting, LLC July 2015 - Present
The Buffalo News September 2015 - Present
Buffalo Spree Publishing May 2015 - Present
Buffalo Rising January 2011 - Present
AXA Equitable 2011 - 2015
Buffalo Academy of the Sacred Heart 2006 - 2011
Burchfield Penney Art Center 1996 - 2001
Better Health Plan 1994 - 1996
Graphic Controls 1990 - 1994
Skills
Event Planning, Non-profits, Public Speaking, Newsletters, Teaching, Event Management, Fundraising, Entrepreneurship, Volunteer Management, Community Outreach, Social Media, Program Development, Nonprofits, Public Relations, Facebook, Editing, Social Networking, Customer Service
Education
University at Buffalo 2014 — 2016
Master of Science (M.S.), Rehabilitation Counseling
SUNY at Buffalo
BA, Psychology
Milestone Consulting, LLC July 2015 - Present
The Buffalo News September 2015 - Present
Buffalo Spree Publishing May 2015 - Present
Buffalo Rising January 2011 - Present
AXA Equitable 2011 - 2015
Buffalo Academy of the Sacred Heart 2006 - 2011
Burchfield Penney Art Center 1996 - 2001
Better Health Plan 1994 - 1996
Graphic Controls 1990 - 1994
Skills
Event Planning, Non-profits, Public Speaking, Newsletters, Teaching, Event Management, Fundraising, Entrepreneurship, Volunteer Management, Community Outreach, Social Media, Program Development, Nonprofits, Public Relations, Facebook, Editing, Social Networking, Customer Service
Education
University at Buffalo 2014 — 2016
Master of Science (M.S.), Rehabilitation Counseling
SUNY at Buffalo
BA, Psychology
Dory Velten-Lerescu Dory Velten-Lerescu's AXA Equitable Experience 2007 - 2013
Job Project Management Consultant
Industry Information Technology and Services
Experience
AXA Equitable 2007 - 2013
Liberty Travel 2006 - 2007
Citi January 2004 - May 2006
Prudential Financial 1999 - 2003
Citi 1998 - 1999
AXA Equitable 1986 - 1998
Skills
Program Management, SDLC, Project Portfolio..., Business Analysis, Financial Controls, Requirements Gathering, Vendor Management, Risk Management, CMMI, PMO, Project Delivery, IT Strategy, Requirements Analysis, Process Improvement, Enterprise Architecture, Business Process..., PMP, Software Project..., Solution Architecture, Financial Services, Outsourcing, User Acceptance Testing, Life Insurance..., Banking, PeopleSoft, Business Requirements, Visio
Education
Hunter College 1979 — 1983
BA, Economics/Minor Computer Science
University of Dayton
AXA Equitable 2007 - 2013
Liberty Travel 2006 - 2007
Citi January 2004 - May 2006
Prudential Financial 1999 - 2003
Citi 1998 - 1999
AXA Equitable 1986 - 1998
Skills
Program Management, SDLC, Project Portfolio..., Business Analysis, Financial Controls, Requirements Gathering, Vendor Management, Risk Management, CMMI, PMO, Project Delivery, IT Strategy, Requirements Analysis, Process Improvement, Enterprise Architecture, Business Process..., PMP, Software Project..., Solution Architecture, Financial Services, Outsourcing, User Acceptance Testing, Life Insurance..., Banking, PeopleSoft, Business Requirements, Visio
Education
Hunter College 1979 — 1983
BA, Economics/Minor Computer Science
University of Dayton
Daniel Osorio's AXA Equitable Experience January 2011 - May 2011
Job Senior Consultant at EY
Industry Financial Services
Experience
EY August 2013 - Present
GE August 2011 - August 2013
AXA Equitable January 2011 - May 2011
Archstone Inspections May 2010 - July 2010
Skills
Cross-functional Team..., Financial Accounting, Financial Statements, Internal Controls, USGAAP, Managerial Finance, Strategic Financial..., Variance Analysis, Hyperion Financial..., Microsoft Excel, Auditing, Financial Planning
Education
University of Florida 2007 — 2011
B.S. in Finance
EY August 2013 - Present
GE August 2011 - August 2013
AXA Equitable January 2011 - May 2011
Archstone Inspections May 2010 - July 2010
Skills
Cross-functional Team..., Financial Accounting, Financial Statements, Internal Controls, USGAAP, Managerial Finance, Strategic Financial..., Variance Analysis, Hyperion Financial..., Microsoft Excel, Auditing, Financial Planning
Education
University of Florida 2007 — 2011
B.S. in Finance
Purnima Gupta Purnima Gupta's AXA Equitable Experience 1993 - 2012
Job Member Think Tank Team at Visionias
Industry Architecture & Planning
Experience
Holistic Child Development 2012 - Present
Visionias 2012 - Present
AXA Equitable 1993 - 2012
New York Life Insurance Company 1982 - 1992
North Carolina State University 1980 - 1982
Skills
Microsoft Excel, Research, Teaching, Financial Modeling, Project Planning, Risk Management, Business Strategy, Project Management, Microsoft Office, Asset Managment, Leadership, Training, Investments, Strategic Financial..., Writing, Management Consulting, Strategy, Valuation, Strategic Planning, Program Management, IT Strategy, Business Analysis, Financial Analysis, Budgets, Finance, Business Development, Team Management, Entrepreneurship, Contract Negotiation, Start-ups
Education
University of Illinois at Urbana-Champaign 1969 — 1970
M. Arch., Architecture
IIT-Roorkee 1963 — 1968
B. Arch., Architecture
Holistic Child Development 2012 - Present
Visionias 2012 - Present
AXA Equitable 1993 - 2012
New York Life Insurance Company 1982 - 1992
North Carolina State University 1980 - 1982
Skills
Microsoft Excel, Research, Teaching, Financial Modeling, Project Planning, Risk Management, Business Strategy, Project Management, Microsoft Office, Asset Managment, Leadership, Training, Investments, Strategic Financial..., Writing, Management Consulting, Strategy, Valuation, Strategic Planning, Program Management, IT Strategy, Business Analysis, Financial Analysis, Budgets, Finance, Business Development, Team Management, Entrepreneurship, Contract Negotiation, Start-ups
Education
University of Illinois at Urbana-Champaign 1969 — 1970
M. Arch., Architecture
IIT-Roorkee 1963 — 1968
B. Arch., Architecture
Celine Petrie Celine Petrie's AXA Equitable Experience February 1974 - March 1992
Job Sales Associate at Remax Premier
Industry Real Estate
Experience
Retired June 2014 - Present
Remax Premier June 2012 - June 2014
The Villages Charter High School August 2010 - October 2010
West Port High School May 2010 - June 2010
Phillip J. Archambeault, Jr., LLC May 1997 - October 2009
GE February 1996 - May 1997
Aetna March 1992 - February 1996
AXA Equitable February 1974 - March 1992
Skills
•Licensed Real Estate..., •Management of people..., •Ability to relate to..., •Excellent..., •Computer literate in..., •Microsoft Office..., Currently licensed to..., Management, Budgets, Sales, Real Estate, Sellers, Residential Homes, Business Analysis, Contract Negotiation, Financial Analysis, Selling, Project Management, Negotiation, Microsoft Office, Analysis, Public Speaking, Real Estate Transactions, PowerPoint, Microsoft Word, Strategic Planning, Customer Service, Microsoft Excel, Cold Calling, Integration, Team Building, Investment Properties, Leadership, Marketing, Listings, Construction, Biology, Technology, Marketing Strategy, Sales Management, New Business Development, Cooking, Golf, Social Media, Investments, Training, Property, Buyers, Herding Cats, Time Management
Education
Cooke Real Estate School 2012 — 2012
Certificate, Sales Associate Licensing Course
Lake-Sumter State College 2009 — 2009
Certificate, Educator Preparation Institute
Tunxis Community College 2002 — 2002
Certificate, Principals and Practice of Real Estate
The University of Connecticut 1997 — 2000
Bachelor of Science (BS), Veterinary Pathology and Pathobiology, Magna Cum Laude
Retired June 2014 - Present
Remax Premier June 2012 - June 2014
The Villages Charter High School August 2010 - October 2010
West Port High School May 2010 - June 2010
Phillip J. Archambeault, Jr., LLC May 1997 - October 2009
GE February 1996 - May 1997
Aetna March 1992 - February 1996
AXA Equitable February 1974 - March 1992
Skills
•Licensed Real Estate..., •Management of people..., •Ability to relate to..., •Excellent..., •Computer literate in..., •Microsoft Office..., Currently licensed to..., Management, Budgets, Sales, Real Estate, Sellers, Residential Homes, Business Analysis, Contract Negotiation, Financial Analysis, Selling, Project Management, Negotiation, Microsoft Office, Analysis, Public Speaking, Real Estate Transactions, PowerPoint, Microsoft Word, Strategic Planning, Customer Service, Microsoft Excel, Cold Calling, Integration, Team Building, Investment Properties, Leadership, Marketing, Listings, Construction, Biology, Technology, Marketing Strategy, Sales Management, New Business Development, Cooking, Golf, Social Media, Investments, Training, Property, Buyers, Herding Cats, Time Management
Education
Cooke Real Estate School 2012 — 2012
Certificate, Sales Associate Licensing Course
Lake-Sumter State College 2009 — 2009
Certificate, Educator Preparation Institute
Tunxis Community College 2002 — 2002
Certificate, Principals and Practice of Real Estate
The University of Connecticut 1997 — 2000
Bachelor of Science (BS), Veterinary Pathology and Pathobiology, Magna Cum Laude
Deborah O'Neil's AXA Equitable Experience January 1993 - December 2010
Job Assured Equity Management Corporation
Industry Financial Services
Experience
Assured Equity Management Corporation January 2012 - Present
Best Interest Partners LLC January 2011 - December 2011
AXA Equitable January 1993 - December 2010
US Air Force December 1983 - May 1991
Skills
Business Planning..., Group Benefits, Non-qualified benefit..., Estate planning..., Personal Financial..., Charitable Planning, Insurance Strategies..., Retirement planning...
Education
University of Denver - Sturm College of Law 2013 — 2014
Master of Laws in Taxation (LL.M.), Taxation
University of Denver - Sturm College of Law 1991 — 1994
J.D.
University of Maryland College Park 1988 — 1991
B.S., Business Management and Contemporary Art
Assured Equity Management Corporation January 2012 - Present
Best Interest Partners LLC January 2011 - December 2011
AXA Equitable January 1993 - December 2010
US Air Force December 1983 - May 1991
Skills
Business Planning..., Group Benefits, Non-qualified benefit..., Estate planning..., Personal Financial..., Charitable Planning, Insurance Strategies..., Retirement planning...
Education
University of Denver - Sturm College of Law 2013 — 2014
Master of Laws in Taxation (LL.M.), Taxation
University of Denver - Sturm College of Law 1991 — 1994
J.D.
University of Maryland College Park 1988 — 1991
B.S., Business Management and Contemporary Art
Dianna Samuelson's AXA Equitable Experience June 2008 - August 2008
Job Project Management Analyst
Industry Information Technology and Services
Experience
OST, Inc. December 2012 - Present
Phi Kappa Phi April 2012 - August 2014
APT (Myers Briggs Association of NYC) June 2012 - June 2013
Innolab May 2012 - November 2012
Towers Watson August 2009 - April 2012
AXA Equitable June 2008 - August 2008
U.S. Department of Labor February 2008 - May 2008
Skills
Consulting, Certified ScrumMaster, Actuarial Science, Management Consulting, Cross-functional Team..., Strategy, Myers Briggs Certified, Data Analysis, Business Analysis, Project Management, Change Management, Business Process..., Risk Management, Leadership, Analysis, MBTI, Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Analytics, Valuation, Employee Benefits, Pensions
Education
University of Maryland College Park
B.A., Economics
OST, Inc. December 2012 - Present
Phi Kappa Phi April 2012 - August 2014
APT (Myers Briggs Association of NYC) June 2012 - June 2013
Innolab May 2012 - November 2012
Towers Watson August 2009 - April 2012
AXA Equitable June 2008 - August 2008
U.S. Department of Labor February 2008 - May 2008
Skills
Consulting, Certified ScrumMaster, Actuarial Science, Management Consulting, Cross-functional Team..., Strategy, Myers Briggs Certified, Data Analysis, Business Analysis, Project Management, Change Management, Business Process..., Risk Management, Leadership, Analysis, MBTI, Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Analytics, Valuation, Employee Benefits, Pensions
Education
University of Maryland College Park
B.A., Economics
David O'Leary's AXA Equitable Experience July 2010 - February 2013
Job Chief Commercial Officer US Life at Genworth
Industry Financial Services
Experience
Genworth June 2015 - Present
Synergy Services February 2015 - June 2015
Enjoyed Life February 2013 - June 2015
AXA Equitable July 2010 - February 2013
American General Life Companies July 2006 - June 2010
MassMutual March 2001 - June 2006
Aetna Financial Services September 1996 - March 2001
CIGNA Individual Insurance January 1985 - September 1996
Security Connecticut Life Insurance Company January 1983 - January 1985
Skills
Insurance, Business Strategy, Risk Management, Process Improvement, Management, Underwriting, Variable Annuities, Fixed Annuities, Life Insurance, Defined Contribution, Leadership, Marketing, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Series 7, Strategic Planning, Investments, Sales Management, Executive Management, Sales, Strategic Financial..., Retirement Planning, Employee Benefits, Retirement, 401k, Finance, Product Development, Business Planning, Health Insurance, Series 63, Financial Services, Financial Analysis, Strategy, Reinsurance, Estate Planning, Brokers, Securities, Wealth Management, IRAs, Financial Advisory, Business Development, Analysis, Relationship Management, Series 6, Financial Planners, Financial Risk, Wealth, Change Management
Education
University of Connecticut 1978 — 1982
BS, Accounting
Genworth June 2015 - Present
Synergy Services February 2015 - June 2015
Enjoyed Life February 2013 - June 2015
AXA Equitable July 2010 - February 2013
American General Life Companies July 2006 - June 2010
MassMutual March 2001 - June 2006
Aetna Financial Services September 1996 - March 2001
CIGNA Individual Insurance January 1985 - September 1996
Security Connecticut Life Insurance Company January 1983 - January 1985
Skills
Insurance, Business Strategy, Risk Management, Process Improvement, Management, Underwriting, Variable Annuities, Fixed Annuities, Life Insurance, Defined Contribution, Leadership, Marketing, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Series 7, Strategic Planning, Investments, Sales Management, Executive Management, Sales, Strategic Financial..., Retirement Planning, Employee Benefits, Retirement, 401k, Finance, Product Development, Business Planning, Health Insurance, Series 63, Financial Services, Financial Analysis, Strategy, Reinsurance, Estate Planning, Brokers, Securities, Wealth Management, IRAs, Financial Advisory, Business Development, Analysis, Relationship Management, Series 6, Financial Planners, Financial Risk, Wealth, Change Management
Education
University of Connecticut 1978 — 1982
BS, Accounting
Michael Leslie Amilcar's AXA Equitable Experience 2004 - 2006
Job Managing Partner
Industry Management Consulting
Experience
Cook Ross 2007 - Present
Diversity Best Practices 2006 - 2007
AXA Equitable 2004 - 2006
Vanguarde Media 2000 - 2001
Magic Johnson Entertainment 1998 - 1999
NBC 1996 - 1998
Skills
Business, Leadership, Management, Diversity & Inclusion, Business Development, Executive Coaching, Operating Budgets, Sales Management, Marketing, Revenue & Profit Growth, Cultural Competency, Proposal Writing, Contract Negotiation, Special Events..., Digital Media, Program Development, Network Television, Media, Mentoring, Salesforce.com, Forecasting, Organizational..., Diversity Training, Management Consulting
Education
University of Illinois at Urbana-Champaign
Cook Ross 2007 - Present
Diversity Best Practices 2006 - 2007
AXA Equitable 2004 - 2006
Vanguarde Media 2000 - 2001
Magic Johnson Entertainment 1998 - 1999
NBC 1996 - 1998
Skills
Business, Leadership, Management, Diversity & Inclusion, Business Development, Executive Coaching, Operating Budgets, Sales Management, Marketing, Revenue & Profit Growth, Cultural Competency, Proposal Writing, Contract Negotiation, Special Events..., Digital Media, Program Development, Network Television, Media, Mentoring, Salesforce.com, Forecasting, Organizational..., Diversity Training, Management Consulting
Education
University of Illinois at Urbana-Champaign
Jennifer Baum, ChFC, CLU Jennifer Baum, ChFC, CLU's AXA Equitable Experience 1996 - 2000
Job Director of Operations at Resource Strategies, Inc.
Industry Investment Management
Experience
Resource Strategies, Inc. November 2002 - July 2015
The Todd Organization June 2000 - December 2001
AXA Equitable 1996 - 2000
Northwestern Mutual 1994 - 1996
Education
University of Florida 1992 — 1994
Bachelor of Science (BS), Finance
Valencia Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Resource Strategies, Inc. November 2002 - July 2015
The Todd Organization June 2000 - December 2001
AXA Equitable 1996 - 2000
Northwestern Mutual 1994 - 1996
Education
University of Florida 1992 — 1994
Bachelor of Science (BS), Finance
Valencia Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Jeff Hooper Jeff Hooper's AXA Equitable Experience January 2001 - September 2002
Job Management Consultant
Industry Venture Capital & Private Equity
Experience
Management Consultant January 2012 - Present
ROMH USA November 2010 - October 2011
Atlantic Commercial Capital LLC January 2004 - December 2010
GulfStream Capital September 2002 - 2004
AXA Equitable January 2001 - September 2002
Touring Professional January 1995 - January 2001
Edward Jones/ Raymond James October 1986 - January 2001
Skills
Strategic Planning, Business Development, Marketing, Business Planning, Financial Modeling, Training, Capital Formation, Financial Analysis, Real Estate Development, Strategic Financial..., Project Planning, Real Estate Economics, Leadership, Commercial Real Estate, Investments, Negotiation, Budgets, Asset Managment, New Business Development, Real Estate
Education
University of Alabama at Birmingham
Bachelor of Business Administration (B.B.A.), Marketing
Management Consultant January 2012 - Present
ROMH USA November 2010 - October 2011
Atlantic Commercial Capital LLC January 2004 - December 2010
GulfStream Capital September 2002 - 2004
AXA Equitable January 2001 - September 2002
Touring Professional January 1995 - January 2001
Edward Jones/ Raymond James October 1986 - January 2001
Skills
Strategic Planning, Business Development, Marketing, Business Planning, Financial Modeling, Training, Capital Formation, Financial Analysis, Real Estate Development, Strategic Financial..., Project Planning, Real Estate Economics, Leadership, Commercial Real Estate, Investments, Negotiation, Budgets, Asset Managment, New Business Development, Real Estate
Education
University of Alabama at Birmingham
Bachelor of Business Administration (B.B.A.), Marketing
Kim Manasia's AXA Equitable Experience January 2012 - January 2014
Job State Consultant, Specialty Products at Aetna
Industry Financial Services
Experience
Aetna June 2015 - Present
AXA Equitable January 2012 - January 2014
AXA Equitable March 2008 - January 2012
AXA Equitable April 2002 - March 2008
AXA Equitable 2002 - 2005
Skills
Strong knowlege of life..., Excellent verbal and..., Ability to lead and..., Performance management, Coaching, Quality management, Foster Teamwork, Organization and time..., Highly detail oriented, Negotiation and..., Relationship building, Decision making and..., Performance Management, Quality Management, Teamwork, Leadership, Life Insurance, Management, Process Improvement, Analysis, Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Aetna June 2015 - Present
AXA Equitable January 2012 - January 2014
AXA Equitable March 2008 - January 2012
AXA Equitable April 2002 - March 2008
AXA Equitable 2002 - 2005
Skills
Strong knowlege of life..., Excellent verbal and..., Ability to lead and..., Performance management, Coaching, Quality management, Foster Teamwork, Organization and time..., Highly detail oriented, Negotiation and..., Relationship building, Decision making and..., Performance Management, Quality Management, Teamwork, Leadership, Life Insurance, Management, Process Improvement, Analysis, Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Tim McCabe Tim McCabe's AXA Equitable Experience 1997 - 2000
Job RVP at Southern California Real Estate firm
Industry Financial Services
Experience
Southern California Real Estate firm June 2013 - Present
KBS Realty Advisors 2005 - Present
KBS Capital Markets Group November 2005 - May 2013
MetLife Investors October 2000 - November 2005
AXA Equitable 1997 - 2000
Skills
Strategic Financial..., Wealth Management..., 401k, Investment Strategies, Wholesale, Life Insurance, Investment Advisory, Investment Management, Public Speaking, Financial Services, Bonds, Wealth Management, Retirement Planning, Sales Presentations, Series 24, IRAs, Financial Advisory, Retirement, Marketing
Education
University of Maryland College Park 1983 — 1988
Bachelor of Arts (B.A.), Economics
Southern California Real Estate firm June 2013 - Present
KBS Realty Advisors 2005 - Present
KBS Capital Markets Group November 2005 - May 2013
MetLife Investors October 2000 - November 2005
AXA Equitable 1997 - 2000
Skills
Strategic Financial..., Wealth Management..., 401k, Investment Strategies, Wholesale, Life Insurance, Investment Advisory, Investment Management, Public Speaking, Financial Services, Bonds, Wealth Management, Retirement Planning, Sales Presentations, Series 24, IRAs, Financial Advisory, Retirement, Marketing
Education
University of Maryland College Park 1983 — 1988
Bachelor of Arts (B.A.), Economics
Jason Sangekar's AXA Equitable Experience April 2006 - May 2007
Job Head of Operations at Maple Securities
Industry Financial Services
Experience
Maple Securities November 2012 - Present
Maple Securities December 2008 - November 2012
Maple Securities November 2007 - December 2008
Maple Securities June 2007 - November 2007
AXA Equitable April 2006 - May 2007
Skills
Equities, Brokerage, Change Management, Trading, Prime Brokerage, Middle Office, Collateral Management, Securities Lending, Asset Managment, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Financial Markets, Financial Services, Trading Systems, Options, Investments
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2004
BS, Finance
Maple Securities November 2012 - Present
Maple Securities December 2008 - November 2012
Maple Securities November 2007 - December 2008
Maple Securities June 2007 - November 2007
AXA Equitable April 2006 - May 2007
Skills
Equities, Brokerage, Change Management, Trading, Prime Brokerage, Middle Office, Collateral Management, Securities Lending, Asset Managment, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Financial Markets, Financial Services, Trading Systems, Options, Investments
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2004
BS, Finance
RW Nicholson RW Nicholson's AXA Equitable Experience June 1977 - June 2000
Job SVP, Business Development, Creative Benefits Solutions
Industry Consumer Services
Experience
Creative Benefits Solutions August 2009 - Present
Success Tracks, Inc. January 2007 - Present
Change Sucks...Get Over It December 2006 - Present
SMU Cox School of Business September 2004 - Present
Pravasa July 2003 - December 2006
Center for Excellence July 2000 - June 2003
AXA Equitable June 1977 - June 2000
Skills
Leadership, Leadership Development, Training, Strategy, Coaching, Management Consulting, Strategic Planning, Public Speaking, Entrepreneurship, Business Development, Executive Coaching, Finance, Business Strategy, Small Business, Marketing, New Business Development, Start-ups, Team Building
Education
University of Georgia - Terry College of Business 1973 — 1977
Creative Benefits Solutions August 2009 - Present
Success Tracks, Inc. January 2007 - Present
Change Sucks...Get Over It December 2006 - Present
SMU Cox School of Business September 2004 - Present
Pravasa July 2003 - December 2006
Center for Excellence July 2000 - June 2003
AXA Equitable June 1977 - June 2000
Skills
Leadership, Leadership Development, Training, Strategy, Coaching, Management Consulting, Strategic Planning, Public Speaking, Entrepreneurship, Business Development, Executive Coaching, Finance, Business Strategy, Small Business, Marketing, New Business Development, Start-ups, Team Building
Education
University of Georgia - Terry College of Business 1973 — 1977
Dan Munroe Dan Munroe's AXA Equitable Experience March 2008 - March 2010
Job Financial Professional at AXA Advisors
Industry Insurance
Experience
AXA Advisors December 2013 - Present
NFP National Madison June 2011 - November 2013
Capital Management Group June 2010 - July 2011
AXA Equitable March 2008 - March 2010
AXA Equitable March 2004 - March 2008
AXA Equitable January 2002 - March 2004
Hartford Life January 2001 - January 2002
Berkshire Life September 1999 - December 2000
Virginia Office of the Attorney General February 1996 - September 1999
Skills
Insurance, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, Retirement Planning, Series 7, Series 6, Long-term Care
Education
Washington and Lee University School of Law 1990 — 1993
JD, Law
University of Massachusetts, Amherst 1985 — 1989
BBA, Business Administration
AXA Advisors December 2013 - Present
NFP National Madison June 2011 - November 2013
Capital Management Group June 2010 - July 2011
AXA Equitable March 2008 - March 2010
AXA Equitable March 2004 - March 2008
AXA Equitable January 2002 - March 2004
Hartford Life January 2001 - January 2002
Berkshire Life September 1999 - December 2000
Virginia Office of the Attorney General February 1996 - September 1999
Skills
Insurance, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, Retirement Planning, Series 7, Series 6, Long-term Care
Education
Washington and Lee University School of Law 1990 — 1993
JD, Law
University of Massachusetts, Amherst 1985 — 1989
BBA, Business Administration
Chance Brown Chance Brown's AXA Equitable Experience February 1999 - January 2007
Job at SPX Corporation
Industry Human Resources
Experience
SPX Corporation January 2011 - Present
SPX Corporation March 2007 - January 2011
AXA Equitable February 1999 - January 2007
Productivity Point International December 1996 - December 1998
National Urban League March 1993 - March 1997
Ford Foundation June 1991 - March 1993
Skills
E-Learning, Strategic Planning, SharePoint, Contract Management, WebEx, Managerial Finance, Lync, Organizational..., Program Management, Leadership Development, Change Management, Coaching, Process Improvement, Training
Education
The New School 1989 — 1991
Master of Science, Milano School of International Affairs, Urban Policy Analysis & Management
Harvard University, John F. Kennedy School of Government 1989 — 1989
Prof. Cert., Management and Policy
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts, Sociology
SPX Corporation January 2011 - Present
SPX Corporation March 2007 - January 2011
AXA Equitable February 1999 - January 2007
Productivity Point International December 1996 - December 1998
National Urban League March 1993 - March 1997
Ford Foundation June 1991 - March 1993
Skills
E-Learning, Strategic Planning, SharePoint, Contract Management, WebEx, Managerial Finance, Lync, Organizational..., Program Management, Leadership Development, Change Management, Coaching, Process Improvement, Training
Education
The New School 1989 — 1991
Master of Science, Milano School of International Affairs, Urban Policy Analysis & Management
Harvard University, John F. Kennedy School of Government 1989 — 1989
Prof. Cert., Management and Policy
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts, Sociology
Erik Gorski Erik Gorski's AXA Equitable Experience April 2005 - April 2006
Job Sales Representative at Canon Solutions America, Inc.
Industry Information Technology and Services
Experience
Canon USA June 2014 - Present
Canon Solutions America February 2011 - May 2014
CDW July 2007 - January 2011
AXA Equitable April 2005 - April 2006
Skills
Account Management, Cold Calling, Sales Process, Salesforce.com, Key Account Management, Business Planning, Sales Presentations, Solution Selling, Channel Partners, Selling, Leadership, Marketing Strategy, Sales Management, Direct Sales, Negotiation, New Business Development, Product Marketing, Cloud Computing, Marketing, Customer Service, Business Development, Sales, Business Strategy, Lead Generation
Education
University of Iowa 2001 — 2004
BA, Economics
York High School
Canon USA June 2014 - Present
Canon Solutions America February 2011 - May 2014
CDW July 2007 - January 2011
AXA Equitable April 2005 - April 2006
Skills
Account Management, Cold Calling, Sales Process, Salesforce.com, Key Account Management, Business Planning, Sales Presentations, Solution Selling, Channel Partners, Selling, Leadership, Marketing Strategy, Sales Management, Direct Sales, Negotiation, New Business Development, Product Marketing, Cloud Computing, Marketing, Customer Service, Business Development, Sales, Business Strategy, Lead Generation
Education
University of Iowa 2001 — 2004
BA, Economics
York High School
Stacey Kravitz, CPSM, C.P.M Stacey Kravitz, CPSM, C.P.M's AXA Equitable Experience July 2004 - March 2013
Job Director, Global Procurement at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield June 2013 - Present
AXA Equitable July 2004 - March 2013
The MONY Group December 1988 - July 2004
Grey Advertising September 1986 - December 1988
Skills
Vendor Management, Procurement, Contract Management, Workday, Ariba, Sourcing, Strategic Sourcing, Business Strategy, Project Management, Process Improvement, Purchasing, Procure-to-Pay, ePlus, Iasta SmartSource, Budgets, Negotiation, Training, Ariba Buyer, DocuSign, Supply Management, Ariba eSourcing, Policies, Corporate Card, Risk Management, Financial Analysis, Procedures, purchasing card, outsourced travel..., outsourced mail services, outsourced food services, Change Management, Supplier Diversity, Open Text CLM, Hiperos
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Arts (B.A.), Cum Laude
Cushman & Wakefield June 2013 - Present
AXA Equitable July 2004 - March 2013
The MONY Group December 1988 - July 2004
Grey Advertising September 1986 - December 1988
Skills
Vendor Management, Procurement, Contract Management, Workday, Ariba, Sourcing, Strategic Sourcing, Business Strategy, Project Management, Process Improvement, Purchasing, Procure-to-Pay, ePlus, Iasta SmartSource, Budgets, Negotiation, Training, Ariba Buyer, DocuSign, Supply Management, Ariba eSourcing, Policies, Corporate Card, Risk Management, Financial Analysis, Procedures, purchasing card, outsourced travel..., outsourced mail services, outsourced food services, Change Management, Supplier Diversity, Open Text CLM, Hiperos
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Arts (B.A.), Cum Laude
Kenesha Jenkins, PHR Kenesha Jenkins, PHR's AXA Equitable Experience January 2008 - April 2009
Job
Industry Human Resources
Experience
Platinum HR Management October 2013 - October 2014
Platinum HR Management February 2010 - October 2013
AXA Equitable January 2008 - April 2009
AXA Equitable August 2003 - December 2007
Skills
FMLA, Benefits Administration, Employee Benefits, Onboarding, ADP Payroll, Workers Compensation, Open Enrollment, Personnel Management, Employee Relations, Human Resources, HRIS, Payroll, HR Policies, HR Consulting, Training, Ultipro, Workforce Planning, Awesomeness
Education
University of Florida - Warrington College Of Business
Bachelor of Arts (B.A.)
Platinum HR Management October 2013 - October 2014
Platinum HR Management February 2010 - October 2013
AXA Equitable January 2008 - April 2009
AXA Equitable August 2003 - December 2007
Skills
FMLA, Benefits Administration, Employee Benefits, Onboarding, ADP Payroll, Workers Compensation, Open Enrollment, Personnel Management, Employee Relations, Human Resources, HRIS, Payroll, HR Policies, HR Consulting, Training, Ultipro, Workforce Planning, Awesomeness
Education
University of Florida - Warrington College Of Business
Bachelor of Arts (B.A.)
Adam Roosevelt Adam Roosevelt's AXA Equitable Experience July 2008 - September 2010
Job Relationship Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 2014 - Present
Pershing September 2010 - April 2014
AXA Equitable July 2008 - September 2010
The Hartford / PLANCO Financial Services 2002 - 2008
Education
University of Delaware 1995 — 2000
BS, History
Pershing, a BNY Mellon company May 2014 - Present
Pershing September 2010 - April 2014
AXA Equitable July 2008 - September 2010
The Hartford / PLANCO Financial Services 2002 - 2008
Education
University of Delaware 1995 — 2000
BS, History
Paola Lastick Paola Lastick's AXA Equitable Experience 2013 - 2014
Job HCM Consultant at Ceridian
Industry Human Resources
Experience
Ceridian June 2015 - Present
AXA Advisors LLC January 2011 - May 2015
National Hispanic Sales Network (NHSN) 2015 - 2015
National Hispanic Sales Network (NHSN) 2015 - 2015
AXA Equitable 2013 - 2014
Paychex February 2008 - December 2010
Skills
Asset Management, Banking, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Investments, Leadership, Life Insurance, Recruiting, Retirement Planning, Sales, Portfolio Management, Salesforce.com, Small Business, Strategy, Team Building, Training
Education
University of Illinois at Chicago 2001 — 2003
B.A., Physics
Ceridian June 2015 - Present
AXA Advisors LLC January 2011 - May 2015
National Hispanic Sales Network (NHSN) 2015 - 2015
National Hispanic Sales Network (NHSN) 2015 - 2015
AXA Equitable 2013 - 2014
Paychex February 2008 - December 2010
Skills
Asset Management, Banking, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Investments, Leadership, Life Insurance, Recruiting, Retirement Planning, Sales, Portfolio Management, Salesforce.com, Small Business, Strategy, Team Building, Training
Education
University of Illinois at Chicago 2001 — 2003
B.A., Physics
Asha Bhatia Asha Bhatia's AXA Equitable Experience June 2007 - August 2007
Job Revolutionizing the events industry
Industry Marketing and Advertising
Experience
HoneyBook January 2015 - Present
Practice Fusion June 2013 - January 2015
Practice Fusion May 2012 - June 2013
Give2Asia July 2010 - May 2012
Tumis November 2009 - July 2010
Kiva.org September 2009 - February 2010
Zclipse L.L.C. July 2008 - January 2009
Haas School of Business September 2005 - May 2008
AXA Equitable June 2007 - August 2007
Skills
Sales, Marketing, Event Planning, Marketing Strategy, Social Networking, Non-profits, Social Media Marketing, Community Outreach, Fundraising, Social Media, SEO, Salesforce.com, Facebook, Entrepreneurship, Public Relations, Wordpress, SEM
Education
University of California, Berkeley 2004 — 2008
B.A., Political Science
HoneyBook January 2015 - Present
Practice Fusion June 2013 - January 2015
Practice Fusion May 2012 - June 2013
Give2Asia July 2010 - May 2012
Tumis November 2009 - July 2010
Kiva.org September 2009 - February 2010
Zclipse L.L.C. July 2008 - January 2009
Haas School of Business September 2005 - May 2008
AXA Equitable June 2007 - August 2007
Skills
Sales, Marketing, Event Planning, Marketing Strategy, Social Networking, Non-profits, Social Media Marketing, Community Outreach, Fundraising, Social Media, SEO, Salesforce.com, Facebook, Entrepreneurship, Public Relations, Wordpress, SEM
Education
University of California, Berkeley 2004 — 2008
B.A., Political Science
Caiqin Li, MBA Caiqin Li, MBA's AXA Equitable Experience 2011 - 2011
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
Jacqueline Lucas Jacqueline Lucas's AXA Equitable Experience May 2010 - December 2010
Job Director, International Professional Development at LIMRA
Industry Financial Services
Experience
LL Global, Inc May 2011 - Present
AXA Equitable May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors February 2004 - December 2006
AXA Advisors March 2002 - February 2004
AXA Advisors October 1998 - March 2002
Stein Mart September 1997 - October 1998
Rovans Bakery August 1995 - August 1997
The Arizona Biltmore August 1991 - January 1995
Education
ASTD 2010 — 2010
Training Certification, Training Preparation, Presentation, and Facilitation
Other Relevant Experience & Skills
University of Arizona 1987 — 1991
Bachelors of Arts, Economic History of Third World Nations
LL Global, Inc May 2011 - Present
AXA Equitable May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors February 2004 - December 2006
AXA Advisors March 2002 - February 2004
AXA Advisors October 1998 - March 2002
Stein Mart September 1997 - October 1998
Rovans Bakery August 1995 - August 1997
The Arizona Biltmore August 1991 - January 1995
Education
ASTD 2010 — 2010
Training Certification, Training Preparation, Presentation, and Facilitation
Other Relevant Experience & Skills
University of Arizona 1987 — 1991
Bachelors of Arts, Economic History of Third World Nations
Maxwell Poe Maxwell Poe's AXA Equitable Experience August 2010 - February 2011
Job Manager, Salesforce Administration at Brainshark, Inc.
Industry Marketing and Advertising
Experience
Brainshark, Inc. August 2014 - Present
The Channel Company May 2014 - August 2014
The Channel Company (formerly UBM Channel) January 2013 - April 2014
The Channel Company (formerly UBM Channel) October 2011 - December 2012
The Channel Company (formerly UBM Channel) March 2011 - October 2011
AXA Equitable August 2010 - February 2011
Oyster Harbors Club May 2004 - September 2009
Polachi, inc November 2006 - January 2007
Skills
Channel, Marketing Strategy, Salesforce.com, Salesforce Training, Eloqua, Business Intelligence, Sales, Marketing, Research, Leadership, Time Management, Organization, Risk Management, Team Leadership, Management, Data Analysis, Customer Service, Lead Generation, Training, Event Planning, Demand Generation
Education
University of Maine
BA, Journalism; Advertising sequence; Sociology
National Outdoor Leadership School (NOLS) 2006 — 2006
Brainshark, Inc. August 2014 - Present
The Channel Company May 2014 - August 2014
The Channel Company (formerly UBM Channel) January 2013 - April 2014
The Channel Company (formerly UBM Channel) October 2011 - December 2012
The Channel Company (formerly UBM Channel) March 2011 - October 2011
AXA Equitable August 2010 - February 2011
Oyster Harbors Club May 2004 - September 2009
Polachi, inc November 2006 - January 2007
Skills
Channel, Marketing Strategy, Salesforce.com, Salesforce Training, Eloqua, Business Intelligence, Sales, Marketing, Research, Leadership, Time Management, Organization, Risk Management, Team Leadership, Management, Data Analysis, Customer Service, Lead Generation, Training, Event Planning, Demand Generation
Education
University of Maine
BA, Journalism; Advertising sequence; Sociology
National Outdoor Leadership School (NOLS) 2006 — 2006
Edward Suresh's AXA Equitable Experience 2007 - 2007
Job Enterprise Architect
Industry Information Technology and Services
Experience
Citi August 2012 - Present
Capco July 2008 - July 2010
Axa Equitable 2007 - 2007
Skills
Microsoft Word, English, IT Strategy, SDLC, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Enterprise Architecture, Business Analysis, Integration, Business Process..., Consulting, SOA, Enterprise Software, Requirements Analysis, Software Project..., Management
Education
University of Madras 1990 — 1990
Bachelor's degree, Mathematics
University of Madras
Bachelor of Science (B.Sc.) Mathematics, Mathematics
Citi August 2012 - Present
Capco July 2008 - July 2010
Axa Equitable 2007 - 2007
Skills
Microsoft Word, English, IT Strategy, SDLC, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Enterprise Architecture, Business Analysis, Integration, Business Process..., Consulting, SOA, Enterprise Software, Requirements Analysis, Software Project..., Management
Education
University of Madras 1990 — 1990
Bachelor's degree, Mathematics
University of Madras
Bachelor of Science (B.Sc.) Mathematics, Mathematics
Leighann Tabb's AXA Equitable Experience January 2007 - January 2008
Job Senior Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Medical Underwriting
Industry Financial Services
Experience
Ash Brokerage January 2008 - Present
AXA Equitable January 2007 - January 2008
U.S. Financial Life Ins. February 2003 - January 2007
Skills
Customer Service, Building Relationships, Case Management, Outlook, Sales, Microsoft Office, Microsoft Excel, Life Insurance, Brokerage, Underwriting, Financial Analysis, Medical Underwriting, Business Case Design, Financial Risk, Permanent Life Insurance, Term Life Insurance, Insurance, Relationship Building, Management
Education
University of Cincinnati 1997 — 2002
Bachelor of Arts (BA), Communications
Ash Brokerage January 2008 - Present
AXA Equitable January 2007 - January 2008
U.S. Financial Life Ins. February 2003 - January 2007
Skills
Customer Service, Building Relationships, Case Management, Outlook, Sales, Microsoft Office, Microsoft Excel, Life Insurance, Brokerage, Underwriting, Financial Analysis, Medical Underwriting, Business Case Design, Financial Risk, Permanent Life Insurance, Term Life Insurance, Insurance, Relationship Building, Management
Education
University of Cincinnati 1997 — 2002
Bachelor of Arts (BA), Communications
Scott Lopez, MBA's AXA Equitable Experience February 2004 - August 2005
Job Retirement Plan Advisor at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 2014 - Present
ADP Retirement Services March 2012 - September 2014
ADP Retirement Services August 2005 - April 2012
AXA Equitable February 2004 - August 2005
Skills
401k, Mutual Funds, Investments, Asset Allocation, Group Leadership, Series 7, Series 63, Client Presentation, Microsoft Excel, Retirement, Strategic Financial..., Insurance, Finance, Defined Contribution, Management, Leadership, Customer Service, Retirement Planning, Financial Planning
Education
University of Louisville 2006 — 2008
MBA
University of Louisville 1999 — 2003
BS, Marketing
ADP Retirement Services September 2014 - Present
ADP Retirement Services March 2012 - September 2014
ADP Retirement Services August 2005 - April 2012
AXA Equitable February 2004 - August 2005
Skills
401k, Mutual Funds, Investments, Asset Allocation, Group Leadership, Series 7, Series 63, Client Presentation, Microsoft Excel, Retirement, Strategic Financial..., Insurance, Finance, Defined Contribution, Management, Leadership, Customer Service, Retirement Planning, Financial Planning
Education
University of Louisville 2006 — 2008
MBA
University of Louisville 1999 — 2003
BS, Marketing
Brianna Buckley Brianna Buckley's AXA Equitable Experience May 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Equitable May 2013 - Present
University of Maryland August 2010 - May 2013
Alpha Delta Pi Beta Phi Chapter December 2011 - December 2012
Cruise Holidays May 2012 - August 2012
GrubHub.com January 2012 - June 2012
Skills
Financial Needs Analysis, Strategic Financial..., Customer Service, Organization, Microsoft Office, PowerPoint, Microsoft Excel, Project Management
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Economics
AXA Equitable May 2013 - Present
University of Maryland August 2010 - May 2013
Alpha Delta Pi Beta Phi Chapter December 2011 - December 2012
Cruise Holidays May 2012 - August 2012
GrubHub.com January 2012 - June 2012
Skills
Financial Needs Analysis, Strategic Financial..., Customer Service, Organization, Microsoft Office, PowerPoint, Microsoft Excel, Project Management
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Economics
Brian Seidman, CRPC®'s AXA Equitable Experience August 2000 - April 2004
Job Divisional Sales Manager at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
Aneesa Memon's AXA Equitable Experience March 2011 - June 2011
Job Product Manager
Industry Information Technology and Services
Experience
SendGrid June 2014 - December 2014
Broadbean Technology October 2012 - April 2014
Blue Shield of California June 2012 - August 2012
MemonTech November 2008 - June 2012
iGiftSocial, Inc. December 2011 - April 2012
Smith Micro Software July 2011 - December 2011
AXA Equitable March 2011 - June 2011
Illume Magazine May 2006 - August 2010
Skills
Cross-functional Team..., Agile Methodologies, Competitive Analysis, Scrum, Product Requirements, Market Analysis, Product Management, Product Marketing, Mobile, Mobile Communications, Product Strategy, Mobile Application..., Market Requirements, Start-up Ventures, Start-ups, Agile Project Management, Market Requirements..., Mobile Applications, Mobile Devices, Recruiting, Management, SaaS, Android, Awesomeness, Web Applications, Business Analysis, Salesforce.com, Integration, Program Management, Software Development, Telecommunications, Market Research, Product Development, Marketing, Databases, E-commerce
Education
University of California, Irvine 2010 — 2012
Bachelor of Arts (BA), Business Economics
Santiago Canyon College 2008 — 2010
A.A, Business Administration, Economics, Sociology
SendGrid June 2014 - December 2014
Broadbean Technology October 2012 - April 2014
Blue Shield of California June 2012 - August 2012
MemonTech November 2008 - June 2012
iGiftSocial, Inc. December 2011 - April 2012
Smith Micro Software July 2011 - December 2011
AXA Equitable March 2011 - June 2011
Illume Magazine May 2006 - August 2010
Skills
Cross-functional Team..., Agile Methodologies, Competitive Analysis, Scrum, Product Requirements, Market Analysis, Product Management, Product Marketing, Mobile, Mobile Communications, Product Strategy, Mobile Application..., Market Requirements, Start-up Ventures, Start-ups, Agile Project Management, Market Requirements..., Mobile Applications, Mobile Devices, Recruiting, Management, SaaS, Android, Awesomeness, Web Applications, Business Analysis, Salesforce.com, Integration, Program Management, Software Development, Telecommunications, Market Research, Product Development, Marketing, Databases, E-commerce
Education
University of California, Irvine 2010 — 2012
Bachelor of Arts (BA), Business Economics
Santiago Canyon College 2008 — 2010
A.A, Business Administration, Economics, Sociology
Kellian E Kennedy Kellian E Kennedy's AXA Equitable Experience February 2012 - October 2012
Job Operations Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley November 2012 - Present
Greater Baltimore Swim Club August 2009 - August 2013
AXA Equitable February 2012 - October 2012
Archdiocese of Baltimore August 2008 - August 2011
Skills
Teaching, Non-profits, Public Speaking, Financial Planning, Investments, Insurance Planning, Private Banking, Analysis, Budgets, Nonprofits, Banking, Strategic Financial..., Financial Planners, Social Media, Curriculum Design, Financial Analysis
Education
University of Maryland Baltimore County 2009 — 2012
History, MA
University of Maryland College Park 2005 — 2007
BA, History/Education
Mount de Sales Academy for Girls 2000 — 2004
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley November 2012 - Present
Greater Baltimore Swim Club August 2009 - August 2013
AXA Equitable February 2012 - October 2012
Archdiocese of Baltimore August 2008 - August 2011
Skills
Teaching, Non-profits, Public Speaking, Financial Planning, Investments, Insurance Planning, Private Banking, Analysis, Budgets, Nonprofits, Banking, Strategic Financial..., Financial Planners, Social Media, Curriculum Design, Financial Analysis
Education
University of Maryland Baltimore County 2009 — 2012
History, MA
University of Maryland College Park 2005 — 2007
BA, History/Education
Mount de Sales Academy for Girls 2000 — 2004
Katherine Harlow's AXA Equitable Experience July 2011 - May 2013
Job Treasury Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2015 - Present
Prudential Financial October 2014 - October 2015
Prudential Financial May 2013 - October 2014
AXA Equitable July 2011 - May 2013
AXA Equitable June 2010 - August 2010
Skills
Finance, Data Analysis, Analysis, Project Management, Business Analysis, Process Improvement, Financial Reporting, Risk Management, Internal Process..., Forecasting, P&L Analysis, Presentations
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Finance
The Institute at Palazzo Rucellai 2009 — 2009
Minor, International Studies
Bridgewater-Raritan High School 2003 — 2007
Prudential Financial October 2015 - Present
Prudential Financial October 2014 - October 2015
Prudential Financial May 2013 - October 2014
AXA Equitable July 2011 - May 2013
AXA Equitable June 2010 - August 2010
Skills
Finance, Data Analysis, Analysis, Project Management, Business Analysis, Process Improvement, Financial Reporting, Risk Management, Internal Process..., Forecasting, P&L Analysis, Presentations
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Finance
The Institute at Palazzo Rucellai 2009 — 2009
Minor, International Studies
Bridgewater-Raritan High School 2003 — 2007
Annette Cunanan's AXA Equitable Experience 1999 - 2000
Job Account Management Vice President at MetLife
Industry Financial Services
Experience
MetLife December 2000 - Present
AXA Equitable 1999 - 2000
Transport for London 1994 - 1998
Skills
Series 7, Mutual Funds, Series 63, Account Management, Insurance, Fixed Annuities
Education
University of Greenwich 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Business/Management
MetLife December 2000 - Present
AXA Equitable 1999 - 2000
Transport for London 1994 - 1998
Skills
Series 7, Mutual Funds, Series 63, Account Management, Insurance, Fixed Annuities
Education
University of Greenwich 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Business/Management
Alexander Rigos Alexander Rigos's AXA Equitable Experience May 2010 - August 2010
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Enginetics Aerospace Corp. June 2011 - March 2012
UBS February 2011 - July 2011
Dual Groupe Hospitality June 2010 - August 2010
AXA Equitable May 2010 - August 2010
Education
University of Dayton 2008 — 2012
BSBA, Finance major with accounting minor
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Enginetics Aerospace Corp. June 2011 - March 2012
UBS February 2011 - July 2011
Dual Groupe Hospitality June 2010 - August 2010
AXA Equitable May 2010 - August 2010
Education
University of Dayton 2008 — 2012
BSBA, Finance major with accounting minor
Chelsea Briggs Chelsea Briggs's AXA Equitable Experience August 2011 - December 2012
Job Director of Enterprise Marketing at Estimize
Industry Financial Services
Experience
Estimize August 2015 - Present
Relationship Science September 2013 - Present
Relationship Science January 2013 - September 2013
AXA Equitable August 2011 - December 2012
University of Connecticut August 2008 - May 2011
AXA-Equitable June 2010 - August 2010
UCONN Study Abroad August 2009 - December 2009
Fattoria Le Corti October 2009 - October 2009
Fontodi Vineyards September 2009 - September 2009
Skills
Marketing Communications, Social Networking, PowerPoint, Outlook, Word, Online Marketing, Internal Communications, Photoshop, InDesign, Dreamweaver, Event Planning, Dreammail, Salesforce.com, Public Speaking, Graphic Design, Pardot, Microsoft Word, Editing, Advertising, Social Media Marketing, DreamMail
Education
University of Connecticut 2007 — 2011
BS, Marketing & Business Management/Communications
The Institute at Palazzo Rucellai 2009 — 2009
Nutrition, Business
Estimize August 2015 - Present
Relationship Science September 2013 - Present
Relationship Science January 2013 - September 2013
AXA Equitable August 2011 - December 2012
University of Connecticut August 2008 - May 2011
AXA-Equitable June 2010 - August 2010
UCONN Study Abroad August 2009 - December 2009
Fattoria Le Corti October 2009 - October 2009
Fontodi Vineyards September 2009 - September 2009
Skills
Marketing Communications, Social Networking, PowerPoint, Outlook, Word, Online Marketing, Internal Communications, Photoshop, InDesign, Dreamweaver, Event Planning, Dreammail, Salesforce.com, Public Speaking, Graphic Design, Pardot, Microsoft Word, Editing, Advertising, Social Media Marketing, DreamMail
Education
University of Connecticut 2007 — 2011
BS, Marketing & Business Management/Communications
The Institute at Palazzo Rucellai 2009 — 2009
Nutrition, Business
Steven Cervino's AXA Equitable Experience June 2010 - August 2010
Job Portfolio Management Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Amanda Scherzer Amanda Scherzer's AXA Equitable Experience April 2009 - April 2013
Job Agile Coach, Travelers
Industry Insurance
Experience
Travelers July 2015 - Present
Travelers April 2013 - July 2015
AXA Equitable April 2009 - April 2013
AXA Equitable 2007 - 2009
AXA Equitable 2006 - 2007
Little Silver Shop 2004 - 2007
Skills
Project Management, Problem Solving, Certified Green Belt, Project Governance, User Experience, Risk Assessment, Teamwork, Process Improvement, Life Insurance, Insurance, Risk Management, Business Process..., Strategic Planning, Requirements Gathering, SDLC, Business Analysis, Business Requirements, Financial Services, Project Delivery, Agile Project Management, Agile Methodolgy, Agile Methodologies, Requirements Analysis, Vendor Management
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Miss Porter's School 1994 — 1998
High School
Travelers July 2015 - Present
Travelers April 2013 - July 2015
AXA Equitable April 2009 - April 2013
AXA Equitable 2007 - 2009
AXA Equitable 2006 - 2007
Little Silver Shop 2004 - 2007
Skills
Project Management, Problem Solving, Certified Green Belt, Project Governance, User Experience, Risk Assessment, Teamwork, Process Improvement, Life Insurance, Insurance, Risk Management, Business Process..., Strategic Planning, Requirements Gathering, SDLC, Business Analysis, Business Requirements, Financial Services, Project Delivery, Agile Project Management, Agile Methodolgy, Agile Methodologies, Requirements Analysis, Vendor Management
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Miss Porter's School 1994 — 1998
High School
Donna Jarvis's AXA Equitable Experience 1998 - 1999
Job Vice President & Actuary at Hartford Life
Industry Insurance
Experience
Hartford Life July 2003 - Present
The Hartford 2014 - 2015
The Hartford 2014 - 2015
The Hartford 2014 - 2015
Hartford Life July 2003 - October 2009
AXA Re Life 1999 - 2003
AXA Equitable 1998 - 1999
Skills
Health Insurance, Life Insurance, Risk Management, Actuarial Science, Access, Long-term Care, Actuarial Consulting, Retirement, Economic Capital, ALM, Fixed Annuities, Actuaries, Claims Management, Strategic Financial..., Financial Reporting, Reinsurance, Claim, Defined Benefit, Pensions, Employee Benefits, Disability Insurance, Captives, Accident, MoSes, Financial Risk, Term Life Insurance, Solvency II, Insurance, Legal Liability, Underwriting, General Insurance, Enterprise Risk..., Investments, VBA, Property & Casualty..., Pricing, Portfolio Management, Variable Annuities, Financial Services, Capital Management, Brokers, Commercial Insurance, Financial Modeling, Mergers & Acquisitions, Embedded Value, Universal Life, Valuation, Financial Analysis, Hedging, Liability
Education
University of Connecticut 1988 — 1992
BS, Actuarial Science
Hartford Life July 2003 - Present
The Hartford 2014 - 2015
The Hartford 2014 - 2015
The Hartford 2014 - 2015
Hartford Life July 2003 - October 2009
AXA Re Life 1999 - 2003
AXA Equitable 1998 - 1999
Skills
Health Insurance, Life Insurance, Risk Management, Actuarial Science, Access, Long-term Care, Actuarial Consulting, Retirement, Economic Capital, ALM, Fixed Annuities, Actuaries, Claims Management, Strategic Financial..., Financial Reporting, Reinsurance, Claim, Defined Benefit, Pensions, Employee Benefits, Disability Insurance, Captives, Accident, MoSes, Financial Risk, Term Life Insurance, Solvency II, Insurance, Legal Liability, Underwriting, General Insurance, Enterprise Risk..., Investments, VBA, Property & Casualty..., Pricing, Portfolio Management, Variable Annuities, Financial Services, Capital Management, Brokers, Commercial Insurance, Financial Modeling, Mergers & Acquisitions, Embedded Value, Universal Life, Valuation, Financial Analysis, Hedging, Liability
Education
University of Connecticut 1988 — 1992
BS, Actuarial Science
Alan Ridgway Alan Ridgway's AXA Equitable Experience 1991 - 1993
Job President Lyons HR Inc., Staffing
Industry Staffing and Recruiting
Experience
Alabama Staffing Association March 2012 - Present
Lyons January 2012 - Present
Birmingham Business Alliance January 1996 - Present
Finance & Accounting Staffing Firm October 2010 - January 2012
401k SAFE, LLC January 2008 - October 2010
amsource July 1993 - July 2010
AXA Equitable 1991 - 1993
Butler Manufacturing 1989 - 1991
Baptist Health System 1987 - 1989
Butler Manufacturing 1985 - 1987
Skills
Social Media, Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Employee Benefits, Onboarding, Performance Management, Team Building, Management, HRIS, Talent Management, Strategy, Deferred Compensation, Personnel Management, Human Resources, Strategic Planning, Cold Calling, Hiring, Temporary Placement, Training, Leadership
Education
University of Alabama 1980 — 1985
BS, Business Administration/Human Resource Management
Birmingham School of Law
Business Law
Alabama Staffing Association March 2012 - Present
Lyons January 2012 - Present
Birmingham Business Alliance January 1996 - Present
Finance & Accounting Staffing Firm October 2010 - January 2012
401k SAFE, LLC January 2008 - October 2010
amsource July 1993 - July 2010
AXA Equitable 1991 - 1993
Butler Manufacturing 1989 - 1991
Baptist Health System 1987 - 1989
Butler Manufacturing 1985 - 1987
Skills
Social Media, Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Employee Benefits, Onboarding, Performance Management, Team Building, Management, HRIS, Talent Management, Strategy, Deferred Compensation, Personnel Management, Human Resources, Strategic Planning, Cold Calling, Hiring, Temporary Placement, Training, Leadership
Education
University of Alabama 1980 — 1985
BS, Business Administration/Human Resource Management
Birmingham School of Law
Business Law
Christopher Gervaise Christopher Gervaise's AXA Equitable Experience September 2003 - May 2005
Job Online Product Manager and Transactional Due Diligence Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
Erik Martenson's AXA Equitable Experience September 2009 - November 2009
Job Regional Sales Consultant for Washington DC, TN and VA at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management July 2014 - Present
First Eagle Investment Management December 2009 - Present
AXA Equitable September 2009 - November 2009
AXA Equitable September 2004 - August 2006
Education
University of Connecticut 2000 — 2004
Business, Marketing
Newtown High School 1996 — 2000
First Eagle Investment Management July 2014 - Present
First Eagle Investment Management December 2009 - Present
AXA Equitable September 2009 - November 2009
AXA Equitable September 2004 - August 2006
Education
University of Connecticut 2000 — 2004
Business, Marketing
Newtown High School 1996 — 2000
Cathy Penabad's AXA Equitable Experience November 2010 - Present
Job Retirement Education Consultant at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
AXA Equitable November 2010 - Present
The Hartford January 2007 - November 2010
MFS Investment Management February 2000 - January 2007
LPL Financial 1996 - 1999
LPL Financial 1996 - 1999
Pioneer Investments 1986 - 1996
Skills
Explaining 401(k)..., Help plan sponsors..., Able to conduct..., Assist Marketing Dept...., Guide advisors and..., Develop Communication..., Research, Portfolio Management, Investments, Financial Services, Mutual Funds, Employee Benefits, Marketing, Retirement, Retirement Planning, Financial Advisory, Fixed Annuities, Wealth Management
Education
University of Massachusetts Boston 1980 — 1985
Bachelor of Arts (BA), Economics
VadivelPandian Annadurai VadivelPandian Annadurai's AXA Equitable Experience November 2007 - Present
Job Project Manager at AXA Equitable
Industry Insurance
Experience
AXA Equitable November 2007 - Present
Tata Consultancy Services 2004 - Present
Verizon April 2006 - October 2007
Sutherland Global Services April 2002 - December 2004
Sutherland Technologies 2002 - 2004
cherrysoft technologies 2002 - 2003
Skills
SQL Server, Oracle, .NET
Education
University of Madras 1998 — 2002
BE, Comp Sci
AXA Equitable November 2007 - Present
Tata Consultancy Services 2004 - Present
Verizon April 2006 - October 2007
Sutherland Global Services April 2002 - December 2004
Sutherland Technologies 2002 - 2004
cherrysoft technologies 2002 - 2003
Skills
SQL Server, Oracle, .NET
Education
University of Madras 1998 — 2002
BE, Comp Sci
Cora Hall's AXA Equitable Experience December 2012 - December 2013
Job AVP, Digital Customer Experience at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2015 - Present
MassMutual Financial Group December 2013 - Present
AXA Equitable December 2012 - December 2013
AXA Equitable July 2009 - November 2012
LIMRA July 2007 - July 2009
Fitness Edge 2003 - 2007
Trilegiant May 2000 - July 2002
Priceline.com October 1999 - May 2000
CBS News June 1998 - October 1999
Speed May 1996 - May 1998
Skills
Marketing Communications, SEO, Social Game Development, Marketing Strategy, Marketing, Analytics, Online Video Strategy, Project Management, Management, Strategic Planning, B2B, Program Management, New Business Development, Web Content, Online Marketing
Education
University of Massachusetts, Amherst 1993 — 1996
BA, Communications, Film Minor
MassMutual Financial Group March 2015 - Present
MassMutual Financial Group December 2013 - Present
AXA Equitable December 2012 - December 2013
AXA Equitable July 2009 - November 2012
LIMRA July 2007 - July 2009
Fitness Edge 2003 - 2007
Trilegiant May 2000 - July 2002
Priceline.com October 1999 - May 2000
CBS News June 1998 - October 1999
Speed May 1996 - May 1998
Skills
Marketing Communications, SEO, Social Game Development, Marketing Strategy, Marketing, Analytics, Online Video Strategy, Project Management, Management, Strategic Planning, B2B, Program Management, New Business Development, Web Content, Online Marketing
Education
University of Massachusetts, Amherst 1993 — 1996
BA, Communications, Film Minor
Gail Beagin Gail Beagin's AXA Equitable Experience 1981 - 1987
Job Director of Child Evangelism Fellowship, Jackson County Chapter
Industry Religious Institutions
Experience
Child Evangelism Fellowship January 2007 - Present
AXA Equitable 1981 - 1987
Kaiser Permanente 1978 - 1981
Skills
Discipleship, Biblical Studies, Preaching, Pastoral Care, Nonprofits, Teaching, Youth Ministry, Missions, Spiritual Direction, Religion, Evangelism, Bible, Volunteer Management, Community Outreach, Leadership Development, Fundraising, Public Speaking, Pastoral Counseling, Microsoft Word
Education
University of California, Santa Barbara 1974 — 1976
Bachelor of Arts (B.A.), Psychology, B, C range
Child Evangelism Fellowship January 2007 - Present
AXA Equitable 1981 - 1987
Kaiser Permanente 1978 - 1981
Skills
Discipleship, Biblical Studies, Preaching, Pastoral Care, Nonprofits, Teaching, Youth Ministry, Missions, Spiritual Direction, Religion, Evangelism, Bible, Volunteer Management, Community Outreach, Leadership Development, Fundraising, Public Speaking, Pastoral Counseling, Microsoft Word
Education
University of California, Santa Barbara 1974 — 1976
Bachelor of Arts (B.A.), Psychology, B, C range
Cameron Young's AXA Equitable Experience April 2013 - June 2013
Job Account Development Manager at Adobe
Industry Computer Software
Experience
Adobe July 2015 - Present
Spectrum Brands August 2014 - January 2015
State Farm January 2014 - June 2014
AXA Equitable April 2013 - June 2013
Galileo Celestial Dragonboat Club June 2010 - August 2011
Skills
Enterprise Solution..., Sales, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Event Planning, Time Management, Social Networking, Facebook, Customer Service, Outlook, Windows, Sales Operations, Account Management, Account Developement
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Galileo Academy of Science and Technology 2007 — 2011
High School Diploma, GPA: 4.31
Adobe July 2015 - Present
Spectrum Brands August 2014 - January 2015
State Farm January 2014 - June 2014
AXA Equitable April 2013 - June 2013
Galileo Celestial Dragonboat Club June 2010 - August 2011
Skills
Enterprise Solution..., Sales, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Event Planning, Time Management, Social Networking, Facebook, Customer Service, Outlook, Windows, Sales Operations, Account Management, Account Developement
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Galileo Academy of Science and Technology 2007 — 2011
High School Diploma, GPA: 4.31
Mike Suchecki's AXA Equitable Experience April 2010 - Present
Job Business Intelligence reporting and Java Applications
Industry Information Technology and Services
Experience
AXA Equitable April 2010 - Present
Intertek January 2005 - April 2010
CXtec November 2000 - November 2005
Computer Task Group July 1998 - November 2000
Healthcare Data Systems 1996 - 1998
General Electric Aerospace 1989 - 1996
Skills
Oracle, OBIEE, Siebel, Oracle Discoverer 10g, Business Intelligence..., Oracle Applications, Informatica, Oracle PL/SQL..., Java, JSP development, JavaScript, XML, Weblogic, Interfaces, Oracle Project..., ADP Payroll, Ceridian Payroll System
Education
Chapman University 1992 — 1995
MBA
University at Buffalo 1986 — 1989
BSECE
AXA Equitable April 2010 - Present
Intertek January 2005 - April 2010
CXtec November 2000 - November 2005
Computer Task Group July 1998 - November 2000
Healthcare Data Systems 1996 - 1998
General Electric Aerospace 1989 - 1996
Skills
Oracle, OBIEE, Siebel, Oracle Discoverer 10g, Business Intelligence..., Oracle Applications, Informatica, Oracle PL/SQL..., Java, JSP development, JavaScript, XML, Weblogic, Interfaces, Oracle Project..., ADP Payroll, Ceridian Payroll System
Education
Chapman University 1992 — 1995
MBA
University at Buffalo 1986 — 1989
BSECE
Ryan Meccarielli's AXA Equitable Experience May 2004 - February 2007
Job
Industry Management Consulting
Experience
KPMG Advisory May 2010 - Present
Arbitrage Enterprises LLC May 2007 - Present
The University of Georgia May 2009 - May 2010
FTRANS Corporation March 2007 - July 2008
AXA Equitable May 2004 - February 2007
Oppenheimer & Company April 2001 - April 2004
Skills
Financial Modeling, Financial Analysis, Business Development, Finance, Business Analysis, Strategic Planning, Management Consulting, Business Strategy, Banking, Investments, Leadership, Oracle Discoverer 10g, Toad Data Modeler, Treasury Services, Financial Advisory, Risk Management, Valuation, Corporate Finance, Due Diligence, Financial Reporting, Project Management, Strategic Financial..., Accounting, Financial Statement..., Certified Treasury..., Planview Enterprise, SWIFT payments, Business Process, Change Management, IPA
Education
University of Georgia - Terry College of Business 2009 — 2010
MBA, Management Information Systems & Corporate Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, Banking & Finance
PMI ACP Prep
PMI ACP Prep
KPMG Advisory May 2010 - Present
Arbitrage Enterprises LLC May 2007 - Present
The University of Georgia May 2009 - May 2010
FTRANS Corporation March 2007 - July 2008
AXA Equitable May 2004 - February 2007
Oppenheimer & Company April 2001 - April 2004
Skills
Financial Modeling, Financial Analysis, Business Development, Finance, Business Analysis, Strategic Planning, Management Consulting, Business Strategy, Banking, Investments, Leadership, Oracle Discoverer 10g, Toad Data Modeler, Treasury Services, Financial Advisory, Risk Management, Valuation, Corporate Finance, Due Diligence, Financial Reporting, Project Management, Strategic Financial..., Accounting, Financial Statement..., Certified Treasury..., Planview Enterprise, SWIFT payments, Business Process, Change Management, IPA
Education
University of Georgia - Terry College of Business 2009 — 2010
MBA, Management Information Systems & Corporate Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, Banking & Finance
PMI ACP Prep
PMI ACP Prep
Brian Haley's AXA Equitable Experience February 2009 - August 2010
Job VP, Sales Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2013 - Present
Neuberger Berman August 2010 - December 2013
AXA Equitable February 2009 - August 2010
AXA Equitable December 2007 - April 2009
Hudson Hotel March 2004 - March 2006
Soho House January 2003 - April 2005
AXA Advisors May 2002 - January 2003
Commonwealth Associates April 2001 - April 2002
Skills
Mutual Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Finance, Trading, Risk Management, Retirement, Financial Advisory, Investment Strategies, Series 7, Series 63, Financial Services, Sales, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Marketing
Neuberger Berman January 2013 - Present
Neuberger Berman August 2010 - December 2013
AXA Equitable February 2009 - August 2010
AXA Equitable December 2007 - April 2009
Hudson Hotel March 2004 - March 2006
Soho House January 2003 - April 2005
AXA Advisors May 2002 - January 2003
Commonwealth Associates April 2001 - April 2002
Skills
Mutual Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Finance, Trading, Risk Management, Retirement, Financial Advisory, Investment Strategies, Series 7, Series 63, Financial Services, Sales, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Marketing
Michael Manos's AXA Equitable Experience June 2007 - August 2007
Job Trading Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
AXA Equitable June 2007 - August 2007
Education
University of Dayton 2004 — 2008
Fidelity Investments June 2008 - Present
AXA Equitable June 2007 - August 2007
Education
University of Dayton 2004 — 2008
Thangaraj Baulraj's AXA Equitable Experience January 2008 - Present
Job Lead Manager System Anaysis at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable January 2008 - Present
AXA July 2003 - September 2005
Education
University of Madras
AXA Equitable January 2008 - Present
AXA July 2003 - September 2005
Education
University of Madras
Brian Firstman, CFA's AXA Equitable Experience June 2000 - December 2005
Job Director Senior Relationship Manager at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management December 2005 - Present
AXA Equitable June 2000 - December 2005
Seix Advisors February 1999 - May 2000
Prudential Financial July 1990 - January 1999
Skills
Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Management, Mutual Funds, Asset Managment, Investment Management, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Investments, Asset Allocation, Investment Strategies, Wealth Management, Fund Of Funds, Bonds, Financial Markets, Investment Advisory, Relationship Management, Bloomberg, Securities
Education
Rutgers Graduate School of Management 1993 — 1996
MBA, Finance
University of Maryland College Park 1986 — 1990
B.S., Finance
Deutsche Asset & Wealth Management December 2005 - Present
AXA Equitable June 2000 - December 2005
Seix Advisors February 1999 - May 2000
Prudential Financial July 1990 - January 1999
Skills
Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Management, Mutual Funds, Asset Managment, Investment Management, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Investments, Asset Allocation, Investment Strategies, Wealth Management, Fund Of Funds, Bonds, Financial Markets, Investment Advisory, Relationship Management, Bloomberg, Securities
Education
Rutgers Graduate School of Management 1993 — 1996
MBA, Finance
University of Maryland College Park 1986 — 1990
B.S., Finance
Ganapathi Raj Angappan's AXA Equitable Experience January 2011 - Present
Job Lead Manager Software Configuration at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable January 2011 - Present
Farmers Insurance 2006 - 2011
Cognizant Technology Solutions December 2003 - December 2008
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, SOA, Oracle, Requirements Gathering, SQL, Java Enterprise Edition, Integration, Web Services, Business Analysis, Enterprise Architecture, Spring Framework, Scrum, WebSphere Application..., Maven, Application Architecture, JSF, XML, Software Development, Continuous Integration, PL/SQL, DB2, Solution Architecture, Unix, Data Warehousing, Visio, Microsoft SQL Server, Databases, Management, Business Intelligence, Business Process, Hibernate, Java, JSP, Shell Scripting, Struts, WebLogic, Quality Center, PMP
Education
University of Madras 1999 — 2003
Bachelor of Engineering, Computer Science
AXA Equitable January 2011 - Present
Farmers Insurance 2006 - 2011
Cognizant Technology Solutions December 2003 - December 2008
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, SOA, Oracle, Requirements Gathering, SQL, Java Enterprise Edition, Integration, Web Services, Business Analysis, Enterprise Architecture, Spring Framework, Scrum, WebSphere Application..., Maven, Application Architecture, JSF, XML, Software Development, Continuous Integration, PL/SQL, DB2, Solution Architecture, Unix, Data Warehousing, Visio, Microsoft SQL Server, Databases, Management, Business Intelligence, Business Process, Hibernate, Java, JSP, Shell Scripting, Struts, WebLogic, Quality Center, PMP
Education
University of Madras 1999 — 2003
Bachelor of Engineering, Computer Science
Seth Vogelhut's AXA Equitable Experience November 2009 - June 2011
Job Senior Financial Information Systems at National Basketball Association (NBA)
Industry Information Technology and Services
Experience
National Basketball Association (NBA) November 2014 - August 2015
Barnes & Noble College Booksellers August 2011 - October 2014
AXA Equitable November 2009 - June 2011
KPMG November 2007 - October 2009
Weill Medical College of Cornell University January 2002 - April 2007
FTA 2007 - 2007
L Medical January 2001 - January 2002
Skills
Access, Process Improvement, Software Documentation, PeopleSoft, Internal Controls, Databases, Accounting, Auditing, Testing, Microsoft SQL Server, Project Planning, Management
Education
University at Buffalo 1997 — 2001
BS, Business Information Systems
University at Buffalo, The State University of New 1997 — 2001
Bachelor of Science, Business Administration; Management Information Systems
National Basketball Association (NBA) November 2014 - August 2015
Barnes & Noble College Booksellers August 2011 - October 2014
AXA Equitable November 2009 - June 2011
KPMG November 2007 - October 2009
Weill Medical College of Cornell University January 2002 - April 2007
FTA 2007 - 2007
L Medical January 2001 - January 2002
Skills
Access, Process Improvement, Software Documentation, PeopleSoft, Internal Controls, Databases, Accounting, Auditing, Testing, Microsoft SQL Server, Project Planning, Management
Education
University at Buffalo 1997 — 2001
BS, Business Information Systems
University at Buffalo, The State University of New 1997 — 2001
Bachelor of Science, Business Administration; Management Information Systems
Scott Neeb's AXA Equitable Experience June 2010 - July 2011
Job Head of DCIO Retirement Division for Victory Capital
Industry Financial Services
Experience
Victory Capital August 2011 - Present
AXA Equitable June 2010 - July 2011
Insigne Consulting September 2008 - June 2010
ING November 1994 - September 2008
Skills
401k, Mutual Funds, Series 63, Investments, Series 6, Retirement Planning, Asset Managment, Retirement Plan..., Defined Benefit, Pensions, Asset Allocation, Investment Advisory, Portfolio Management, Relationship Management, Series 7
Education
University of Denver 1984 — 1989
BSBA, Finance/Marketing
Ridgefield High School 1980 — 1984
Victory Capital August 2011 - Present
AXA Equitable June 2010 - July 2011
Insigne Consulting September 2008 - June 2010
ING November 1994 - September 2008
Skills
401k, Mutual Funds, Series 63, Investments, Series 6, Retirement Planning, Asset Managment, Retirement Plan..., Defined Benefit, Pensions, Asset Allocation, Investment Advisory, Portfolio Management, Relationship Management, Series 7
Education
University of Denver 1984 — 1989
BSBA, Finance/Marketing
Ridgefield High School 1980 — 1984
James Mastronardi's AXA Equitable Experience December 2007 - December 2009
Job CFO & CoFounder, Pharmapacks, LLC
Industry Internet
Experience
Pharmapacks.com February 2011 - Present
PCS Research Services December 2009 - February 2011
AXA Equitable December 2007 - December 2009
BuggiesUnlimited.com July 2006 - June 2007
Xerox February 2005 - June 2006
Selective Corporate Internship Program August 1998 - February 2005
Skills
Analysis, Finance, Investments, Business Analysis, Start-ups, Operations Management, Financial Analysis, E-commerce, Project Management, Research, Call Centers, Due Diligence, Outsourcing Management, Team Building, Forecasting, Valuation, Strategy Execution, Integrity, Entrepreneurship, Mergers & Acquisitions, Business Integration, Management, Sales
Education
Chartered Financial Analyst 2009 — 2010
Passed CFA - Level 1
University of Kentucky 2006 — 2007
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
BS, Business Management
Bronx High School of Science 1995 — 1999
Diploma (Regents Endorsed), AP Macro Economics, Entrepreneurship
Pharmapacks.com February 2011 - Present
PCS Research Services December 2009 - February 2011
AXA Equitable December 2007 - December 2009
BuggiesUnlimited.com July 2006 - June 2007
Xerox February 2005 - June 2006
Selective Corporate Internship Program August 1998 - February 2005
Skills
Analysis, Finance, Investments, Business Analysis, Start-ups, Operations Management, Financial Analysis, E-commerce, Project Management, Research, Call Centers, Due Diligence, Outsourcing Management, Team Building, Forecasting, Valuation, Strategy Execution, Integrity, Entrepreneurship, Mergers & Acquisitions, Business Integration, Management, Sales
Education
Chartered Financial Analyst 2009 — 2010
Passed CFA - Level 1
University of Kentucky 2006 — 2007
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
BS, Business Management
Bronx High School of Science 1995 — 1999
Diploma (Regents Endorsed), AP Macro Economics, Entrepreneurship
Victor A Vega's AXA Equitable Experience August 2002 - May 2008
Job Sr. Sales Associate at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bank of America June 2009 - July 2010
Genworth Financial August 2008 - February 2009
AXA Equitable August 2002 - May 2008
Education
University of Maryland University College 2009 — 2011
Masters of Business Adminstration, Operations Management
University of Maryland College Park 1997 — 2002
Bachelor of Arts, Communications, Business and Management, Latin American Studies
Bank of America July 2010 - Present
Bank of America June 2009 - July 2010
Genworth Financial August 2008 - February 2009
AXA Equitable August 2002 - May 2008
Education
University of Maryland University College 2009 — 2011
Masters of Business Adminstration, Operations Management
University of Maryland College Park 1997 — 2002
Bachelor of Arts, Communications, Business and Management, Latin American Studies
Serina Hanuscin's AXA Equitable Experience June 2001 - April 2007
Job Vice President, Product Marketing Manager, Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing LLC, BNY Mellon April 2007 - Present
AXA Equitable June 2001 - April 2007
Merrill Lynch March 1996 - September 2000
Skills
Series 7, Financial Services, Product Management
Education
University of California, Santa Barbara 1990 — 1994
Pershing LLC, BNY Mellon April 2007 - Present
AXA Equitable June 2001 - April 2007
Merrill Lynch March 1996 - September 2000
Skills
Series 7, Financial Services, Product Management
Education
University of California, Santa Barbara 1990 — 1994
Lole Techeira, Jr's AXA Equitable Experience May 2012 - Present
Job Financial Planning Analyst at AXA Equitable
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
AXA Equitable September 2006 - April 2012
AXA Equitable December 2000 - September 2006
Skills
Series 24, Series 7, Securities, Managed Accounts, Series 63, Mutual Funds, Prime Brokerage, FINRA, IRA's, Asset Allocation, IRAs, Managing Accounts, Retirement Planning, Risk Management, Insurance
Education
University of Central Florida - College of Business Administration
AXA Equitable May 2012 - Present
AXA Equitable September 2006 - April 2012
AXA Equitable December 2000 - September 2006
Skills
Series 24, Series 7, Securities, Managed Accounts, Series 63, Mutual Funds, Prime Brokerage, FINRA, IRA's, Asset Allocation, IRAs, Managing Accounts, Retirement Planning, Risk Management, Insurance
Education
University of Central Florida - College of Business Administration
Elizabeth (Beth) Sand's AXA Equitable Experience September 2008 - September 2010
Job Mortgage Operations Specialist
Industry Banking
Experience
Bank of America January 2013 - December 2014
Bank of America October 2010 - December 2012
AXA Equitable September 2008 - September 2010
Indymac Bank November 2006 - March 2008
Greenpoint Mortgage 2003 - 2006
Skills
Mortgage Lending, Loan Origination, Loans, Credit, Finance, Underwriting, Funding, Management, Sales, Foreclosures, Risk Management, Mortgage Banking, Customer Service, Portfolio Management, Credit Risk
Education
University of California, Los Angeles 1991 — 1993
Bachelor of Arts (B.A.), History, A-
Bank of America January 2013 - December 2014
Bank of America October 2010 - December 2012
AXA Equitable September 2008 - September 2010
Indymac Bank November 2006 - March 2008
Greenpoint Mortgage 2003 - 2006
Skills
Mortgage Lending, Loan Origination, Loans, Credit, Finance, Underwriting, Funding, Management, Sales, Foreclosures, Risk Management, Mortgage Banking, Customer Service, Portfolio Management, Credit Risk
Education
University of California, Los Angeles 1991 — 1993
Bachelor of Arts (B.A.), History, A-
Elizabeth Ferreri's AXA Equitable Experience February 2006 - February 2009
Job Regional Vice President, CIMA at Jackson National Life
Industry Financial Services
Experience
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Susan Levine's AXA Equitable Experience 1997 - 2005
Job Client Relationship Administrator at Vanguard
Industry Investment Management
Experience
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
Jordan Balcom's AXA Equitable Experience May 2008 - September 2008
Job at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo June 2009 - Present
AXA Equitable May 2008 - September 2008
SEO Global Financial Leadership Program 2008 - 2008
Nordstrom 2005 - 2007
Education
University of Arizona 2005 — 2009
Business- Eller College of Management
University of Arizona, Eller College of Management 2005 — 2009
Annie Wright
PepsiCo June 2009 - Present
AXA Equitable May 2008 - September 2008
SEO Global Financial Leadership Program 2008 - 2008
Nordstrom 2005 - 2007
Education
University of Arizona 2005 — 2009
Business- Eller College of Management
University of Arizona, Eller College of Management 2005 — 2009
Annie Wright
Rusty Lunning CFP, ChFC's AXA Equitable Experience April 2004 - August 2006
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
AXA Advisors 2006 - October 2014
AXA-Equitable April 2004 - August 2006
AXA Financial September 2000 - April 2004
Skills
Strategic Financial..., Retirement Planning, Project Planning, Financial Planners, Wealth Management, Asset Allocation, Financial Advisory, Certified Financial..., Finance, Investments, Retirement, Mutual Funds, Leadership, Investment Advisory, 401k
Education
University of Iowa
University of Iowa
Bachelor's degree, Political Science and Government
BB&T November 2014 - Present
AXA Advisors 2006 - October 2014
AXA-Equitable April 2004 - August 2006
AXA Financial September 2000 - April 2004
Skills
Strategic Financial..., Retirement Planning, Project Planning, Financial Planners, Wealth Management, Asset Allocation, Financial Advisory, Certified Financial..., Finance, Investments, Retirement, Mutual Funds, Leadership, Investment Advisory, 401k
Education
University of Iowa
University of Iowa
Bachelor's degree, Political Science and Government
Bill Chesney's AXA Equitable Experience March 1994 - February 2010
Job President and Founder at One Legacy Financial Group LLC
Industry Financial Services
Experience
One Legacy Financial Group LLC October 2011 - Present
Professional Economic Growth Group (Penn Mutual) February 2010 - October 2011
AXA Equitable March 1994 - February 2010
Pomerantz Personnel 1989 - 1992
Education
University of Dayton 1985 — 1989
Bachelor of Science, Business Management
Verona High School 1981 — 1985
One Legacy Financial Group LLC October 2011 - Present
Professional Economic Growth Group (Penn Mutual) February 2010 - October 2011
AXA Equitable March 1994 - February 2010
Pomerantz Personnel 1989 - 1992
Education
University of Dayton 1985 — 1989
Bachelor of Science, Business Management
Verona High School 1981 — 1985
Allison Spiro's AXA Equitable Experience March 2003 - Present
Job client relationship manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable March 2003 - Present
Shorewood Packaging September 1999 - August 2001
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Investments, Portfolio Management, Insurance, Process Improvement, Risk Management, Sales, Business Analysis, 401k, Leadership, Microsoft Excel, Retirement, Customer Service, Financial Services, Retirement Planning, Financial Modeling
Education
University of Delaware 1995 — 1999
AXA Equitable March 2003 - Present
Shorewood Packaging September 1999 - August 2001
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Investments, Portfolio Management, Insurance, Process Improvement, Risk Management, Sales, Business Analysis, 401k, Leadership, Microsoft Excel, Retirement, Customer Service, Financial Services, Retirement Planning, Financial Modeling
Education
University of Delaware 1995 — 1999
Glenn Alterman's AXA Equitable Experience August 2009 - Present
Job Medicare Supplement and Health Insurance Sales at Humana
Industry Financial Services
Experience
Humana January 2014 - Present
Ameritas Life & Disability Insurance January 2011 - Present
Marketing, Sales, Annuities, Long Term Care, Life August 2009 - Present
United Healthcare August 2009 - Present
Safeco August 2009 - Present
The Hartford August 2009 - Present
Humana August 2009 - Present
CIGNA Healthcare August 2009 - Present
Ohio National Life Insurance Company August 2009 - Present
AXA Equitable August 2009 - Present
Education
Western State University College of Law 1980 — 1982
JD, Law
University of California, Los Angeles 1977 — 1979
BA, Political Science
California State University-Chico 1975 — 1977
Humana January 2014 - Present
Ameritas Life & Disability Insurance January 2011 - Present
Marketing, Sales, Annuities, Long Term Care, Life August 2009 - Present
United Healthcare August 2009 - Present
Safeco August 2009 - Present
The Hartford August 2009 - Present
Humana August 2009 - Present
CIGNA Healthcare August 2009 - Present
Ohio National Life Insurance Company August 2009 - Present
AXA Equitable August 2009 - Present
Education
Western State University College of Law 1980 — 1982
JD, Law
University of California, Los Angeles 1977 — 1979
BA, Political Science
California State University-Chico 1975 — 1977
Marsha Jackson, M.S.'s AXA Equitable Experience May 2013 - Present
Job Senior Commissions Analyst at AXA Equitable
Industry Human Resources
Experience
AXA Equitable May 2013 - Present
Education
University of Maryland University College 2008 — 2011
Master of Science
University of Maryland College Park 1992 — 1997
Bachelor of Arts
AXA Equitable May 2013 - Present
Education
University of Maryland University College 2008 — 2011
Master of Science
University of Maryland College Park 1992 — 1997
Bachelor of Arts
Karen Farley's AXA Equitable Experience 2005 - Present
Job VP, National Account Manager at AXA Distributors
Industry Financial Services
Experience
AXA Distributors February 2005 - Present
AXA-Equitable 2005 - Present
PLANCO January 2000 - February 2005
PLANCO / The Hartford 2000 - 2005
Skills
Mutual Funds, Series 63, Relationship Management, Series 7, Fixed Annuities, National Accounts, Leadership, Series 6, Retirement, Retirement Planning, 401k, Insurance, Asset Allocation, Alternative Investments
Education
University of Florida 1984 — 1987
Finance, Finance/Accounting
AXA Distributors February 2005 - Present
AXA-Equitable 2005 - Present
PLANCO January 2000 - February 2005
PLANCO / The Hartford 2000 - 2005
Skills
Mutual Funds, Series 63, Relationship Management, Series 7, Fixed Annuities, National Accounts, Leadership, Series 6, Retirement, Retirement Planning, 401k, Insurance, Asset Allocation, Alternative Investments
Education
University of Florida 1984 — 1987
Finance, Finance/Accounting
Andrew Wynot's AXA Equitable Experience June 2009 - May 2011
Job Property Accountant at Highwoods Properties
Industry Accounting
Experience
Highwoods Properties April 2013 - Present
KPMG US October 2012 - March 2013
AXA Equitable June 2009 - May 2011
BB&T June 2005 - May 2008
Skills
Finance, Accounting, Financial Analysis, Auditing, Financial Reporting, Internal Controls, Microsoft Excel
Education
UNC Chapel Hill 2011 — 2012
Master of Accounting, Accounting
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Business Administration-Finance
Highwoods Properties April 2013 - Present
KPMG US October 2012 - March 2013
AXA Equitable June 2009 - May 2011
BB&T June 2005 - May 2008
Skills
Finance, Accounting, Financial Analysis, Auditing, Financial Reporting, Internal Controls, Microsoft Excel
Education
UNC Chapel Hill 2011 — 2012
Master of Accounting, Accounting
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Business Administration-Finance
David Kohnstam's AXA Equitable Experience January 2008 - December 2009
Job Network Architect
Industry Information Technology and Services
Experience
Elementis Global January 2015 - Present
Elementis Worldwide April 2009 - Present
AXA Equitable January 2008 - December 2009
Physicians' Practice Enhancement 2005 - 2008
Hampton Forge, Ltd 2003 - 2005
Skills
SCCM, Active Directory, Network Administration, VMware, DNS, DHCP, Windows 7, Windows Server, Microsoft Office, Adobe Creative Suite, Avalanche, Microsoft SQL Server, Access, Microsoft Exchange, Databases, Networking, Virtualization, Cisco Technologies, Hardware, Software Documentation
Education
University of Hartford 1988 — 1992
BSBA, Marketing/Advertising
Elementis Global January 2015 - Present
Elementis Worldwide April 2009 - Present
AXA Equitable January 2008 - December 2009
Physicians' Practice Enhancement 2005 - 2008
Hampton Forge, Ltd 2003 - 2005
Skills
SCCM, Active Directory, Network Administration, VMware, DNS, DHCP, Windows 7, Windows Server, Microsoft Office, Adobe Creative Suite, Avalanche, Microsoft SQL Server, Access, Microsoft Exchange, Databases, Networking, Virtualization, Cisco Technologies, Hardware, Software Documentation
Education
University of Hartford 1988 — 1992
BSBA, Marketing/Advertising
Sanket Oak's AXA Equitable Experience May 2008 - Present
Job Founding Partner, Financial Advisor
Industry Financial Services
Experience
Granite Financial Solutions January 2015 - Present
AXA Equitable May 2008 - Present
The Hartford May 2007 - August 2007
Primerica Financial Services May 2006 - May 2007
Skills
Long-term care planning..., Retirement planning..., Client education, Education planning..., Executive benefits..., Tax-deferred investment..., 401(k) distribution..., Business succession...
Education
University of Connecticut 2004 — 2008
BS, Finance
Granite Financial Solutions January 2015 - Present
AXA Equitable May 2008 - Present
The Hartford May 2007 - August 2007
Primerica Financial Services May 2006 - May 2007
Skills
Long-term care planning..., Retirement planning..., Client education, Education planning..., Executive benefits..., Tax-deferred investment..., 401(k) distribution..., Business succession...
Education
University of Connecticut 2004 — 2008
BS, Finance
Beth Brody's AXA Equitable Experience July 2012 - July 2013
Job Director, Leadership Programs at Monmouth University
Industry Higher Education
Experience
Monmouth University July 2013 - Present
AXA Equitable July 2012 - July 2013
AXA Equitable April 2006 - July 2012
Business Communications and Marketing Consultant January 1993 - April 2006
Interep National Radio Sales November 1990 - January 1993
Communications Consultant Magazine (Publication of Jobson Publishing) September 1987 - December 1990
Skills
•FINRA Series 6 License, Management, Corporate Communications, Sales, Marketing, Strategy, Process Improvement, Editing, Press Releases, Project Management, Risk Management, Proposal Writing, Research, Newsletters, Strategic Planning, Microsoft Excel, New Business Development, Microsoft Office, Team Building, Insurance, Public Speaking, Business Analysis, Leadership
Education
University of Delaware
BA, English
Monmouth University July 2013 - Present
AXA Equitable July 2012 - July 2013
AXA Equitable April 2006 - July 2012
Business Communications and Marketing Consultant January 1993 - April 2006
Interep National Radio Sales November 1990 - January 1993
Communications Consultant Magazine (Publication of Jobson Publishing) September 1987 - December 1990
Skills
•FINRA Series 6 License, Management, Corporate Communications, Sales, Marketing, Strategy, Process Improvement, Editing, Press Releases, Project Management, Risk Management, Proposal Writing, Research, Newsletters, Strategic Planning, Microsoft Excel, New Business Development, Microsoft Office, Team Building, Insurance, Public Speaking, Business Analysis, Leadership
Education
University of Delaware
BA, English
Brenda Armington's AXA Equitable Experience Managing ChiefAXA Equitable2003 - 2013
Job Managing Chief Underwriter at AXA Equitable
Industry Insurance
Experience
AXA Equitable Managing ChiefAXA Equitable2003 - 2013
ing 1995 - 2004
Skills
Underwriting, Insurance, Term Life Insurance, Reinsurance, Life Insurance, Training, Brokers, Fixed Annuities, Retirement Planning
Education
University of Connecticut 1991 — 1995
Bachelor of Arts, Psychology
AXA Equitable Managing ChiefAXA Equitable2003 - 2013
ing 1995 - 2004
Skills
Underwriting, Insurance, Term Life Insurance, Reinsurance, Life Insurance, Training, Brokers, Fixed Annuities, Retirement Planning
Education
University of Connecticut 1991 — 1995
Bachelor of Arts, Psychology
Kerry Adamowicz's AXA Equitable Experience March 2007 - Present
Job Marketing Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable March 2007 - Present
Skills
Marketing, Insurance, Marketing Strategy, Marketing Communications, Life Insurance, Email Marketing, Internal Communications
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
AXA Equitable March 2007 - Present
Skills
Marketing, Insurance, Marketing Strategy, Marketing Communications, Life Insurance, Email Marketing, Internal Communications
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Matt Stinson's AXA Equitable Experience June 2006 - Present
Job Retirement Benefits Specialist Tax Sheltered Plans
Industry Insurance
Experience
Axa equitable June 2006 - Present
West Hampton Country Club June 2004 - June 2005
Orinda Country Club January 1999 - December 2003
Education
The University of Connecticut 2002 — 2006
bachelor of arts, economics
Miramonte High School 1998 — 2002
general
Axa equitable June 2006 - Present
West Hampton Country Club June 2004 - June 2005
Orinda Country Club January 1999 - December 2003
Education
The University of Connecticut 2002 — 2006
bachelor of arts, economics
Miramonte High School 1998 — 2002
general
Kendra Campbell's AXA Equitable Experience October 2010 - October 2013
Job Associate Underwriting Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2013 - Present
AXA Equitable October 2010 - October 2013
HOVIN Underwriting Partners Inc December 2007 - October 2010
AXA Equitable June 2003 - December 2007
ING May 2000 - June 2003
Skills
Life Insurance, Underwriting, Term Life Insurance, Universal Life, Reinsurance
Education
University of Connecticut 1994 — 1998
B.A., Biology
Lincoln Financial Group October 2013 - Present
AXA Equitable October 2010 - October 2013
HOVIN Underwriting Partners Inc December 2007 - October 2010
AXA Equitable June 2003 - December 2007
ING May 2000 - June 2003
Skills
Life Insurance, Underwriting, Term Life Insurance, Universal Life, Reinsurance
Education
University of Connecticut 1994 — 1998
B.A., Biology
Dimas Nunez's AXA Equitable Experience 1995 - 2007
Job Senior Field Marketing Sales Director Ameritas Life Insurance Company
Industry Insurance
Experience
OSK Sporting Clays Senior External Field Marketing - Helping You Make a DifferenceAmeritasJune 2011 - Present
OSK Sporting Clays 2007 - Present
Game Plan Financial - FMO Allianz Life November 2010 - 2011
AXA Financial 1995 - 2007
AXA Equitable 1995 - 2007
Skills
401k, Estate Planning, Retirement, Retirement Planning, Insurance, Succession Planning, Business Planning, Disability Insurance, Financial Advisory, Financial Planners, Financial Planning, Fixed Annuities, IRAs, Investments, Life Insurance, Mutual Funds, Small Business, Strategic Financial..., Strategic Planning, Term Life Insurance, Wealth Management
Education
University of Colorado School of Law 1975 — 1983
J. D., Concentration in Taxation
OSK Sporting Clays Senior External Field Marketing - Helping You Make a DifferenceAmeritasJune 2011 - Present
OSK Sporting Clays 2007 - Present
Game Plan Financial - FMO Allianz Life November 2010 - 2011
AXA Financial 1995 - 2007
AXA Equitable 1995 - 2007
Skills
401k, Estate Planning, Retirement, Retirement Planning, Insurance, Succession Planning, Business Planning, Disability Insurance, Financial Advisory, Financial Planners, Financial Planning, Fixed Annuities, IRAs, Investments, Life Insurance, Mutual Funds, Small Business, Strategic Financial..., Strategic Planning, Term Life Insurance, Wealth Management
Education
University of Colorado School of Law 1975 — 1983
J. D., Concentration in Taxation
Ryan Roy's AXA Equitable Experience May 2009 - August 2009
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Jason Goehring's AXA Equitable Experience March 2013 - November 2013
Job Divisional Vice President, AIG
Industry Financial Services
Experience
SunAmerica Retirement Markets November 2013 - Present
AXA Equitable March 2013 - November 2013
Henderson Global Investors September 2009 - June 2012
PLANCO May 1999 - July 2009
The Copeland Companies / Travelers Group January 1997 - May 1999
Skills
Marketing, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Asset Allocation, Fixed Annuities, Insurance
Education
UCLA 1987 — 1992
Bachelor of Science (BS), Economics
SunAmerica Retirement Markets November 2013 - Present
AXA Equitable March 2013 - November 2013
Henderson Global Investors September 2009 - June 2012
PLANCO May 1999 - July 2009
The Copeland Companies / Travelers Group January 1997 - May 1999
Skills
Marketing, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Asset Allocation, Fixed Annuities, Insurance
Education
UCLA 1987 — 1992
Bachelor of Science (BS), Economics
Motaz Gerges's AXA Equitable Experience April 1989 - June 1995
Job Owner, Law Office of Motaz M. Gerges
Industry Law Practice
Experience
Law Office of Motaz M. Gerges September 1999 - Present
Law Offices of Victor L. George July 2001 - November 2010
Goldberg and Gage July 1999 - May 2000
AXA Equitable April 1989 - June 1995
Pico Rivera Community Hospital March 1990 - May 1992
St. George Multi-Specialty Medical Group January 1982 - June 1987
Skills
Civil Litigation, Litigation, Personal Injury, Trial Practice, Commercial Litigation, Mediation, Arbitration, Legal Research, Courts, Appeals, Product Liability, Civil Rights, Employment Law, Class Actions, Medical Malpractice, Legal Writing, Torts, Discrimination Law, Employment..., Disability..., Racial Justice, Sex Discrimination, Wage & Hour Laws, Wrongful Death, Wrongful Termination, Retaliation, Retaliatory Discharge, Whistleblower, Wage & Hour, Dispute, Discrimination, Breach Of Contract, Employment Contracts, Consumer Law, Trials, Hearings, Business Litigation, Personal Injury..., Automobile Accidents, Bankruptcy, Wills, White Collar Criminal..., Public Liability, Insurance Law, Legal Issues, Dispute Resolution, Depositions, Litigation Management, Family Law, Trade Secrets
Education
University of La Verne 1995 — 1999
J.D., Law
University of La Verne 1992 — 1995
Bachelor of Science (B.S.), Healthcare Administration, A
Law Office of Motaz M. Gerges September 1999 - Present
Law Offices of Victor L. George July 2001 - November 2010
Goldberg and Gage July 1999 - May 2000
AXA Equitable April 1989 - June 1995
Pico Rivera Community Hospital March 1990 - May 1992
St. George Multi-Specialty Medical Group January 1982 - June 1987
Skills
Civil Litigation, Litigation, Personal Injury, Trial Practice, Commercial Litigation, Mediation, Arbitration, Legal Research, Courts, Appeals, Product Liability, Civil Rights, Employment Law, Class Actions, Medical Malpractice, Legal Writing, Torts, Discrimination Law, Employment..., Disability..., Racial Justice, Sex Discrimination, Wage & Hour Laws, Wrongful Death, Wrongful Termination, Retaliation, Retaliatory Discharge, Whistleblower, Wage & Hour, Dispute, Discrimination, Breach Of Contract, Employment Contracts, Consumer Law, Trials, Hearings, Business Litigation, Personal Injury..., Automobile Accidents, Bankruptcy, Wills, White Collar Criminal..., Public Liability, Insurance Law, Legal Issues, Dispute Resolution, Depositions, Litigation Management, Family Law, Trade Secrets
Education
University of La Verne 1995 — 1999
J.D., Law
University of La Verne 1992 — 1995
Bachelor of Science (B.S.), Healthcare Administration, A
Hunter William Allen's AXA Equitable Experience January 1996 - September 2005
Job Passionate, Proven Sales Executive, Team Leader, Football Coach and Aging Lacrosse Goalie
Industry Information Technology and Services
Experience
Salesforce.com August 2011 - Present
Select Capital Corporation 2010 - 2010
Knight Portfolio Access January 2008 - August 2009
KBS Capital Markets Group October 2005 - January 2008
AXA Equitable January 1996 - September 2005
Skills
Start-ups, Sales Management, Enterprise Software, Marketing Strategy, Sales, Channel, Investments, Entrepreneurship, Team Management, Series 63, Series 7, Salesforce.com, Training, Finance, Brokerage, Business Development, Financial Advisory, Management, Fixed Annuities, Asset Managment, Cross-functional Team..., Mutual Funds, Strategic Financial..., Forecasting, Solution Selling, Strategy, Alternative Investments, Sales Process, Marketing Communications, Strategic Partnerships, CRM, SaaS, Selling, Employee Benefits, Wealth Management, Asset Allocation, Leadership, New Business Development, Securities, Direct Sales
Education
University of Delaware 1983 — 1987
B.S., Economics
Salesforce.com August 2011 - Present
Select Capital Corporation 2010 - 2010
Knight Portfolio Access January 2008 - August 2009
KBS Capital Markets Group October 2005 - January 2008
AXA Equitable January 1996 - September 2005
Skills
Start-ups, Sales Management, Enterprise Software, Marketing Strategy, Sales, Channel, Investments, Entrepreneurship, Team Management, Series 63, Series 7, Salesforce.com, Training, Finance, Brokerage, Business Development, Financial Advisory, Management, Fixed Annuities, Asset Managment, Cross-functional Team..., Mutual Funds, Strategic Financial..., Forecasting, Solution Selling, Strategy, Alternative Investments, Sales Process, Marketing Communications, Strategic Partnerships, CRM, SaaS, Selling, Employee Benefits, Wealth Management, Asset Allocation, Leadership, New Business Development, Securities, Direct Sales
Education
University of Delaware 1983 — 1987
B.S., Economics
Randal Hattey's AXA Equitable Experience August 1987 - November 1991
Job Finance Manager at Hudiburg Auto Group
Industry Automotive
Experience
Hudiburg Auto Group February 2015 - Present
Doenges Toyota Ford Lincoln February 2014 - Present
Automax Hyundai Norman March 2013 - February 2014
Reynolds Ford August 2011 - March 2013
Marc Heitz Ford March 2011 - July 2011
Group 1 Automotive April 2010 - April 2011
PJM Enterprises, Inc October 2004 - December 2009
Retail Automotive Environment November 1991 - October 2004
Nissan Motor Acceptance Corp February 1998 - October 1998
AXA Equitable August 1987 - November 1991
Skills
Sales, Sales Process, Management, Finance, Accounting, Forecasting, Credit, Automotive, Sales Operations, Credit Analysis, Dealers, Negotiation, Sales Management
Education
University of Arkansas 1982 — 1987
BA/BA, Accounting & Management Information System; Finance
University of Arkansas
Bachelor's degree, Accounting and Computer Science
Hudiburg Auto Group February 2015 - Present
Doenges Toyota Ford Lincoln February 2014 - Present
Automax Hyundai Norman March 2013 - February 2014
Reynolds Ford August 2011 - March 2013
Marc Heitz Ford March 2011 - July 2011
Group 1 Automotive April 2010 - April 2011
PJM Enterprises, Inc October 2004 - December 2009
Retail Automotive Environment November 1991 - October 2004
Nissan Motor Acceptance Corp February 1998 - October 1998
AXA Equitable August 1987 - November 1991
Skills
Sales, Sales Process, Management, Finance, Accounting, Forecasting, Credit, Automotive, Sales Operations, Credit Analysis, Dealers, Negotiation, Sales Management
Education
University of Arkansas 1982 — 1987
BA/BA, Accounting & Management Information System; Finance
University of Arkansas
Bachelor's degree, Accounting and Computer Science
Scott Jusiak's AXA Equitable Experience August 2004 - Present
Job Branch Controls Manager AXA Advisors
Industry Financial Services
Experience
AXA Equitable August 2004 - Present
Education
University at Buffalo 1996 — 1998
Bachelor of Arts (BA)
Monmouth Regional
AXA Equitable August 2004 - Present
Education
University at Buffalo 1996 — 1998
Bachelor of Arts (BA)
Monmouth Regional
Pooran Sharma's AXA Equitable Experience January 2011 - May 2011
Job Portfolio Analyst at Rockefeller and Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Chunlai Xiao's AXA Equitable Experience November 2005 - Present
Job Actuary at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2005 - Present
Hewitt Associates June 1999 - November 2005
Education
The University of Connecticut
MS, Actuarial Science
AXA Equitable November 2005 - Present
Hewitt Associates June 1999 - November 2005
Education
The University of Connecticut
MS, Actuarial Science
Chris Parcells's AXA Equitable Experience July 2008 - August 2009
Job Director
Industry Financial Services
Experience
First Data Corporation July 2014 - Present
J.P. Morgan May 2012 - June 2014
J.P. Morgan October 2009 - May 2012
AXA Equitable July 2008 - August 2009
Education
University of Maine 2004 — 2008
Millburn High School
First Data Corporation July 2014 - Present
J.P. Morgan May 2012 - June 2014
J.P. Morgan October 2009 - May 2012
AXA Equitable July 2008 - August 2009
Education
University of Maine 2004 — 2008
Millburn High School
Carolyn A. Greene, Esq.'s AXA Equitable Experience January 1996 - January 2009
Job Certified Official USA Track & Field
Industry Sports
Experience
University of Kentucky Athletic Department August 2015 - Present
USA Track & Field March 2012 - Present
Lexington Center 2011 - Present
Keeneland Association April 2011 - October 2014
World Equestrian Games March 2010 - November 2010
World Equestrian Games April 2009 - March 2010
AXA Equitable January 1996 - January 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, PeopleSoft, Talent Acquisition, Employee Relations, Labor Relations, Guest Services, Concierge Services, Sports Officiating, Employment Law, Legal Issues, Recruiting, Employee Benefits, Organizational..., Benefits Administration, Hiring, Temporary Placement, Customer Service, Public Speaking, Social Media, Management, Leadership, Microsoft Office
Education
University of Kentucky College of Law 1971 — 1974
Doctor of Law (J.D.), Law
University of Kentucky 1967 — 1971
Bachelor of Arts (B.A.), Sociology
University of Kentucky Athletic Department August 2015 - Present
USA Track & Field March 2012 - Present
Lexington Center 2011 - Present
Keeneland Association April 2011 - October 2014
World Equestrian Games March 2010 - November 2010
World Equestrian Games April 2009 - March 2010
AXA Equitable January 1996 - January 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, PeopleSoft, Talent Acquisition, Employee Relations, Labor Relations, Guest Services, Concierge Services, Sports Officiating, Employment Law, Legal Issues, Recruiting, Employee Benefits, Organizational..., Benefits Administration, Hiring, Temporary Placement, Customer Service, Public Speaking, Social Media, Management, Leadership, Microsoft Office
Education
University of Kentucky College of Law 1971 — 1974
Doctor of Law (J.D.), Law
University of Kentucky 1967 — 1971
Bachelor of Arts (B.A.), Sociology
Jarryd Gaier's AXA Equitable Experience January 2011 - April 2011
Job University of Central Florida College of Business Administration Graduate
Industry Financial Services
Experience
PepsiCo October 2012 - Present
The Law Office of Donald A. Yarbrough, Esq. December 2011 - July 2012
Global Spectrum May 2008 - September 2011
AXA Equitable January 2011 - April 2011
Dr. Lucia Lorenzo Foundation May 2006 - August 2006
Education
University of Central Florida 2006 — 2011
B.S., Psychology
University of Central Florida - College of Business Administration 2006 — 2011
B.S.B.A., Finance
PepsiCo October 2012 - Present
The Law Office of Donald A. Yarbrough, Esq. December 2011 - July 2012
Global Spectrum May 2008 - September 2011
AXA Equitable January 2011 - April 2011
Dr. Lucia Lorenzo Foundation May 2006 - August 2006
Education
University of Central Florida 2006 — 2011
B.S., Psychology
University of Central Florida - College of Business Administration 2006 — 2011
B.S.B.A., Finance
Tracy Cotter's AXA Equitable Experience April 1988 - June 2007
Job Business Analyst
Industry Information Technology and Services
Experience
Tek Systems November 2013 - Present
Signature Consultants November 2010 - April 2012
AXA Equitable April 1988 - June 2007
Skills
Fixed Annuities, SDLC, Vendor Management, Business Analysis, Business Requirements, Financial Services, Insurance, Risk Management, Process Improvement, Project Portfolio..., User Acceptance Testing, Requirements Gathering, Requirements Analysis, Customer Service, Change Management, Business Process...
Education
University of Connecticut
Tek Systems November 2013 - Present
Signature Consultants November 2010 - April 2012
AXA Equitable April 1988 - June 2007
Skills
Fixed Annuities, SDLC, Vendor Management, Business Analysis, Business Requirements, Financial Services, Insurance, Risk Management, Process Improvement, Project Portfolio..., User Acceptance Testing, Requirements Gathering, Requirements Analysis, Customer Service, Change Management, Business Process...
Education
University of Connecticut
Lee Dowling's AXA Equitable Experience December 2006 - January 2011
Job Senior Director Enterprise Technology at AXA US
Industry Financial Services
Experience
AXA US January 2011 - Present
AXA Equitable December 2006 - January 2011
Carrier Corporation July 2000 - December 2006
Honeywell Process Solutions September 1999 - July 2000
Orange and Rockland Utilities, Inc. June 1996 - August 1999
Babcock & Wilcox June 1995 - June 1996
ASME June 1994 - June 1995
Skills
Disaster Recovery, Security, CRM, SOA, Outsourcing, Enterprise Software, Enterprise Architecture, Enterprise Risk..., Enterprise Integration, IT Strategy, ESB, Leadership, Business Continuity, Managed Services, IT Management, Middleware, Identity Management, Project Portfolio..., Integration, SDLC, Vendor Management, Software Project..., Requirements Analysis, Program Management, Business Analysis, Process Improvement
Education
State University of New York at Buffalo 1989 — 1994
BS, Engineering
AXA US January 2011 - Present
AXA Equitable December 2006 - January 2011
Carrier Corporation July 2000 - December 2006
Honeywell Process Solutions September 1999 - July 2000
Orange and Rockland Utilities, Inc. June 1996 - August 1999
Babcock & Wilcox June 1995 - June 1996
ASME June 1994 - June 1995
Skills
Disaster Recovery, Security, CRM, SOA, Outsourcing, Enterprise Software, Enterprise Architecture, Enterprise Risk..., Enterprise Integration, IT Strategy, ESB, Leadership, Business Continuity, Managed Services, IT Management, Middleware, Identity Management, Project Portfolio..., Integration, SDLC, Vendor Management, Software Project..., Requirements Analysis, Program Management, Business Analysis, Process Improvement
Education
State University of New York at Buffalo 1989 — 1994
BS, Engineering
Joseph Lachky's AXA Equitable Experience 2005 - Present
Job Client Relations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Equitable 2005 - Present
AXA Advisors 2002 - Present
Sears Roebuck 1972 - 2002
Skills
Insurance, Retirement Planning, Financial Planning, Strategic Planning, Life Insurance, Risk Management, Fixed Annuities, Financial Services, Asset Allocation, Investments, Team Building, Wealth Management, Series 7, Strategy, Disability Insurance, Management, Retirement, Estate Planning, Business Development
Education
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelors, Economics
AXA Equitable 2005 - Present
AXA Advisors 2002 - Present
Sears Roebuck 1972 - 2002
Skills
Insurance, Retirement Planning, Financial Planning, Strategic Planning, Life Insurance, Risk Management, Fixed Annuities, Financial Services, Asset Allocation, Investments, Team Building, Wealth Management, Series 7, Strategy, Disability Insurance, Management, Retirement, Estate Planning, Business Development
Education
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelors, Economics
Nelson Rincon's AXA Equitable Experience May 2011 - August 2011
Job Senior Consultant, Oil and Gas at Ryan
Industry Accounting
Experience
Ryan May 2015 - Present
Ryan December 2012 - April 2015
Microfinance Foundation August 2011 - June 2012
AXA Equitable May 2011 - August 2011
FedEx June 2008 - July 2010
Skills
Microsoft Excel, Access, Tax, Strategic Planning, Microsoft Office, Management, Financial Analysis, Finance, Analysis, Process Improvement, Business Strategy
Education
University of Florida - Warrington College Of Business 2010 — 2012
Bachelor's degree, Finance
Ryan May 2015 - Present
Ryan December 2012 - April 2015
Microfinance Foundation August 2011 - June 2012
AXA Equitable May 2011 - August 2011
FedEx June 2008 - July 2010
Skills
Microsoft Excel, Access, Tax, Strategic Planning, Microsoft Office, Management, Financial Analysis, Finance, Analysis, Process Improvement, Business Strategy
Education
University of Florida - Warrington College Of Business 2010 — 2012
Bachelor's degree, Finance
Howard Hines's AXA Equitable Experience December 1972 - Present
Job Agent/Registered Representative at AXA Equitable
Industry Insurance
Experience
AXA Equitable December 1972 - Present
The Bass Pond May 2013 - June 2013
Education
University of Cincinnati 1960 — 1969
BA; MA
AXA Equitable December 1972 - Present
The Bass Pond May 2013 - June 2013
Education
University of Cincinnati 1960 — 1969
BA; MA
Joe Heinrich's AXA Equitable Experience September 2012 - Present
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA Equitable September 2012 - Present
LPL Financial May 2011 - August 2012
The Producers Group March 2003 - August 2010
Travelers Life and Annuity June 2002 - March 2003
USA Hauling and Recycling INC August 2000 - May 2002
ICG Inc November 1997 - July 2000
Skills
Life Insurance, Estate Planning, Employee Benefits, Insurance, Underwriting, Retirement, Retirement Planning, Universal Life, Health Insurance, 401k, Financial Advisory, Wealth Management, Whole Life, IRAs, Disability Insurance, Wealth, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Fixed Annuities
Education
The University of Connecticut
AXA Equitable September 2012 - Present
LPL Financial May 2011 - August 2012
The Producers Group March 2003 - August 2010
Travelers Life and Annuity June 2002 - March 2003
USA Hauling and Recycling INC August 2000 - May 2002
ICG Inc November 1997 - July 2000
Skills
Life Insurance, Estate Planning, Employee Benefits, Insurance, Underwriting, Retirement, Retirement Planning, Universal Life, Health Insurance, 401k, Financial Advisory, Wealth Management, Whole Life, IRAs, Disability Insurance, Wealth, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Fixed Annuities
Education
The University of Connecticut
Chunlai Xiao's AXA Equitable Experience December 2005 - December 2011
Job Director, Actuary at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
AXA Equitable December 2005 - December 2011
Aon Hewitt June 1999 - November 2005
Skills
Actuarial Science
Education
University of Connecticut
Prudential Financial January 2012 - Present
AXA Equitable December 2005 - December 2011
Aon Hewitt June 1999 - November 2005
Skills
Actuarial Science
Education
University of Connecticut
Glenn Stroud's AXA Equitable Experience 2000 - 2006
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
Donald Atwood's AXA Equitable Experience June 1988 - January 2005
Job Assistant Director of Field Service at Boy Scouts of America, Indian Nations Council
Industry Nonprofit Organization Management
Experience
Boy Scouts of America, Indian Nations Council June 2013 - Present
Boy Scouts of America, Indian Nations Council July 2008 - June 2013
Boy Scouts of America, Indian Nations Council December 2004 - July 2008
AXA Equitable June 1988 - January 2005
Education
University of Arkansas at Fayetteville 1971 — 1975
BS, Ed., Physical Education & Biology
AFCENT International School 1969 — 1971
Boy Scouts of America, Indian Nations Council June 2013 - Present
Boy Scouts of America, Indian Nations Council July 2008 - June 2013
Boy Scouts of America, Indian Nations Council December 2004 - July 2008
AXA Equitable June 1988 - January 2005
Education
University of Arkansas at Fayetteville 1971 — 1975
BS, Ed., Physical Education & Biology
AFCENT International School 1969 — 1971
Ed Bankoski's AXA Equitable Experience January 1984 - March 1993
Job Music Gear Sales Professional
Industry Music
Experience
Daddy's Junky Music, Inc. July 1994 - October 2011
The Guardian Life Insurance Company of America March 1993 - May 1994
AXA Equitable January 1984 - March 1993
Education
The University of Connecticut
BA, English
Daddy's Junky Music, Inc. July 1994 - October 2011
The Guardian Life Insurance Company of America March 1993 - May 1994
AXA Equitable January 1984 - March 1993
Education
The University of Connecticut
BA, English
Erin Petrunti's AXA Equitable Experience 2010 - April 2013
Job Senior Producer Licensing Analyst, North American Legal & Compliance Group
Industry Financial Services
Experience
Allied World April 2013 - Present
AXA Equitable 2010 - April 2013
M3 Financial November 2007 - December 2009
Professional Investors Life & Annuity June 2002 - August 2007
Skills
Notary Public, Insurance, Customer Service, Life Insurance, Microsoft Excel, Management, Leadership, Underwriting, Microsoft Office, Licensing
Education
University of Hartford 2000 — 2001
Physical Therapy/Business Management
Briarwood College 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Allied World April 2013 - Present
AXA Equitable 2010 - April 2013
M3 Financial November 2007 - December 2009
Professional Investors Life & Annuity June 2002 - August 2007
Skills
Notary Public, Insurance, Customer Service, Life Insurance, Microsoft Excel, Management, Leadership, Underwriting, Microsoft Office, Licensing
Education
University of Hartford 2000 — 2001
Physical Therapy/Business Management
Briarwood College 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Brandon Jolly's AXA Equitable Experience August 2012 - July 2013
Job DTC Settlements Operation Associate at Convergex
Industry Financial Services
Experience
Convergex January 2014 - Present
AXA Equitable August 2012 - July 2013
Publix Super Markets 2003 - 2012
Education
University of Central Florida
BA, Finance
University of Central Florida
Bachelor's degree, Finance, General
Convergex January 2014 - Present
AXA Equitable August 2012 - July 2013
Publix Super Markets 2003 - 2012
Education
University of Central Florida
BA, Finance
University of Central Florida
Bachelor's degree, Finance, General
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life