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
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AXA Equitable Employees
Employee
Years
Job
Industry
Gia Carter Gia Carter's AXA Equitable Experience March 2006 - July 2013
Job Director at AXA US
Industry Financial Services
Experience
AXA US July 2013 - Present
AXA Equitable March 2006 - July 2013
Mutual of New York January 1999 - March 2006
Skills
Team Leadership, Leadership, Risk Management, SDLC, Management, Call Centers, Business Process, Customer Service, Vendor Management, PMO, Project Portfolio..., Process Improvement, Fixed Annuities, Software Project..., Business Process...
Education
Onondaga Community College 1987 — 1989
Buisness Administration
Central City Buisness Institute 1980 — 1982
Associates Degree, Business - Secretarial
AXA US July 2013 - Present
AXA Equitable March 2006 - July 2013
Mutual of New York January 1999 - March 2006
Skills
Team Leadership, Leadership, Risk Management, SDLC, Management, Call Centers, Business Process, Customer Service, Vendor Management, PMO, Project Portfolio..., Process Improvement, Fixed Annuities, Software Project..., Business Process...
Education
Onondaga Community College 1987 — 1989
Buisness Administration
Central City Buisness Institute 1980 — 1982
Associates Degree, Business - Secretarial
Michael Lambe Michael Lambe's AXA Equitable Experience June 2002 - March 2006
Job Client Intelligence Unit Analyst II
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
Robert Biffle Robert Biffle's AXA Equitable Experience 2004 - 2005
Job Manager, Commercial Development at Williams Energy
Industry Oil & Energy
Experience
Williams Energy October 2013 - Present
Williams Energy August 2010 - October 2013
Williams Energy July 2009 - August 2010
Atlas Pipeline Mid-Continent February 2006 - July 2009
Enercon May 2005 - February 2006
AXA Equitable 2004 - 2005
Skills
Excellent Communication, Self-Starter, Contract Negotiation, New Business Development, Excellent Organization, Cash Flow Management, Organizational..., Dealing with Ambiguity, Customer Focus, Miller Heiman, Oil&Gas, Professional..., Gas Processing, Oil/Gas, Self-starter, Management, Organization, Energy, Petroleum, Cash Flow, Renewable Energy, Gas, Project Management, Contract Management, Energy Industry, Strategy, EPC, Natural Gas, Contractual Agreements, Oil & Gas Industry, Environmental Compliance, Project Control, Procurement, Pipelines, Business Development, Downstream Oil & Gas, Environmental Awareness, Supervisory Skills, Program Management, Offshore Drilling, Inspection, Budgets, Drilling, Petroleum Engineering, Software Documentation, Energy Markets, Project Engineering, LNG, Oilfield, Petrochemical
Education
Stephens College 2007 — 2009
MBA, Business Finance
Oklahoma State University 2001 — 2005
Masters, Geography
Oklahoma State University 1996 — 2005
BS, Geography
Williams Energy October 2013 - Present
Williams Energy August 2010 - October 2013
Williams Energy July 2009 - August 2010
Atlas Pipeline Mid-Continent February 2006 - July 2009
Enercon May 2005 - February 2006
AXA Equitable 2004 - 2005
Skills
Excellent Communication, Self-Starter, Contract Negotiation, New Business Development, Excellent Organization, Cash Flow Management, Organizational..., Dealing with Ambiguity, Customer Focus, Miller Heiman, Oil&Gas, Professional..., Gas Processing, Oil/Gas, Self-starter, Management, Organization, Energy, Petroleum, Cash Flow, Renewable Energy, Gas, Project Management, Contract Management, Energy Industry, Strategy, EPC, Natural Gas, Contractual Agreements, Oil & Gas Industry, Environmental Compliance, Project Control, Procurement, Pipelines, Business Development, Downstream Oil & Gas, Environmental Awareness, Supervisory Skills, Program Management, Offshore Drilling, Inspection, Budgets, Drilling, Petroleum Engineering, Software Documentation, Energy Markets, Project Engineering, LNG, Oilfield, Petrochemical
Education
Stephens College 2007 — 2009
MBA, Business Finance
Oklahoma State University 2001 — 2005
Masters, Geography
Oklahoma State University 1996 — 2005
BS, Geography
Patrick Floyd Patrick Floyd's AXA Equitable Experience January 2000 - January 2003
Job Customer Support Supervisor at Wolfram
Industry Computer Software
Experience
Wolfram October 2014 - Present
Wolfram Research July 2008 - Present
Patterson Companies, Inc. December 2003 - July 2008
Swiss Colony Retail Brands July 2003 - December 2003
AXA Equitable January 2000 - January 2003
First Union National Bank January 1999 - January 2000
PNC January 1995 - January 1999
Bank One Credit Cards 1995 - 1998
Skills
Customer Satisfaction, Customer Service, Call Centers, Performance Management, Training, Analysis, Team Building, Troubleshooting, Process Improvement, Sales, Customer Focus, Project Management, Solution Selling, Social Media, Team Leadership, Product Management, Data Analysis, PowerPoint, Technical Writing, Account Management, SugarCRM, System Administration, Leadership, Management, Business Analysis, Direct Sales, Forecasting, Microsoft Excel, Microsoft Word, Budgets, Program Management, Vendor Management, Organizing, Call Center, Microsoft Office, Business Development, Databases, Data Mining, Customer Retention, HTML, Public Speaking, Coaching, Software Documentation, Sales Management, Strategic Planning, CRM, Sales Operations, Wolfram Language
Education
Parkland College 2002 — 2007
Associates, Liberal Arts
Parkland College
Liberal Arts and Sciences, General Studies and Humanities
Wolfram October 2014 - Present
Wolfram Research July 2008 - Present
Patterson Companies, Inc. December 2003 - July 2008
Swiss Colony Retail Brands July 2003 - December 2003
AXA Equitable January 2000 - January 2003
First Union National Bank January 1999 - January 2000
PNC January 1995 - January 1999
Bank One Credit Cards 1995 - 1998
Skills
Customer Satisfaction, Customer Service, Call Centers, Performance Management, Training, Analysis, Team Building, Troubleshooting, Process Improvement, Sales, Customer Focus, Project Management, Solution Selling, Social Media, Team Leadership, Product Management, Data Analysis, PowerPoint, Technical Writing, Account Management, SugarCRM, System Administration, Leadership, Management, Business Analysis, Direct Sales, Forecasting, Microsoft Excel, Microsoft Word, Budgets, Program Management, Vendor Management, Organizing, Call Center, Microsoft Office, Business Development, Databases, Data Mining, Customer Retention, HTML, Public Speaking, Coaching, Software Documentation, Sales Management, Strategic Planning, CRM, Sales Operations, Wolfram Language
Education
Parkland College 2002 — 2007
Associates, Liberal Arts
Parkland College
Liberal Arts and Sciences, General Studies and Humanities
Jan Barrie Jan Barrie's AXA Equitable Experience April 1998 - March 2013
Job Forms Systems Specialist at MetLife
Industry Insurance
Experience
MetLife June 2013 - Present
AXA Equitable April 1998 - March 2013
Insurance Services Office December 1994 - April 1998
Motor Club of America April 1991 - December 1994
Skills
User Acceptance Testing, Adobe Acrobat 9..., Infix PDF Editor, Altova XML Spy, Microsoft Word, Microsoft Excel, Adobe Photoshop, Lotus Notes, Microsoft Outlook, WinMerge, Writing, End User Training, User Documentation, Quality Assurance..., Organization, Work Well Independently, Works well with a team, Work well without..., Form and document..., Business Requirements, Quality Assurance, Training, Testing, Liaison, Adobe Acrobat, Outlook, Management, Technical Support
Education
Pace University-New York 1989 — 1993
Management Information Systems and Services
MetLife June 2013 - Present
AXA Equitable April 1998 - March 2013
Insurance Services Office December 1994 - April 1998
Motor Club of America April 1991 - December 1994
Skills
User Acceptance Testing, Adobe Acrobat 9..., Infix PDF Editor, Altova XML Spy, Microsoft Word, Microsoft Excel, Adobe Photoshop, Lotus Notes, Microsoft Outlook, WinMerge, Writing, End User Training, User Documentation, Quality Assurance..., Organization, Work Well Independently, Works well with a team, Work well without..., Form and document..., Business Requirements, Quality Assurance, Training, Testing, Liaison, Adobe Acrobat, Outlook, Management, Technical Support
Education
Pace University-New York 1989 — 1993
Management Information Systems and Services
Adriana Cristina Albertini Tarsaboada Adriana Cristina Albertini Tarsaboada's AXA Equitable Experience January 1992 - June 1996
Job Director of Sales and Agent's Relations at VUMI Group (VIP Universal Medical Insurance )
Industry Insurance
Experience
VUMI Group (VIP Universal Medical Insurance ) September 2012 - Present
Global Insurance September 2011 - September 2012
Amedex Insurance / IHI Danmark / Bupa Worldwide Corporation June 1996 - April 2010
AXA Equitable January 1992 - June 1996
Skills
Claim, Customer Service, Insurance, Health Insurance, Claims Management, Reinsurance, Underwriting, Provider Relations, Workers Compensation, Employee Benefits, Brokers, Renewals
Education
Pontificia Universidad Católica del Perú 1982 — 1986
Lic. Administracion de Empresas
VUMI Group (VIP Universal Medical Insurance ) September 2012 - Present
Global Insurance September 2011 - September 2012
Amedex Insurance / IHI Danmark / Bupa Worldwide Corporation June 1996 - April 2010
AXA Equitable January 1992 - June 1996
Skills
Claim, Customer Service, Insurance, Health Insurance, Claims Management, Reinsurance, Underwriting, Provider Relations, Workers Compensation, Employee Benefits, Brokers, Renewals
Education
Pontificia Universidad Católica del Perú 1982 — 1986
Lic. Administracion de Empresas
Joel Canino Joel Canino's AXA Equitable Experience January 2007 - December 2007
Job Business Owner
Industry Consumer Services
Experience
The Fish Friar July 2015 - Present
TBD May 2015 - Present
Mighty Men Property Services January 2011 - Present
The Ghazi Company December 2010 - May 2012
Defender Capital January 2008 - September 2010
AXA Equitable January 2007 - December 2007
Skills
Contract Negotiation, Insurance, Management, Commercial Real Estate, Residential Homes, Wealth Management, Finance, Real Estate, Investments, Customer Service, Estate Planning, Real Estate Transactions, Property Management
Education
Palm Beach Atlantic University 2002 — 2006
B.S. International Business, International Business
Palm Beach Atlantic University 2002 — 2006
International Business
The Fish Friar July 2015 - Present
TBD May 2015 - Present
Mighty Men Property Services January 2011 - Present
The Ghazi Company December 2010 - May 2012
Defender Capital January 2008 - September 2010
AXA Equitable January 2007 - December 2007
Skills
Contract Negotiation, Insurance, Management, Commercial Real Estate, Residential Homes, Wealth Management, Finance, Real Estate, Investments, Customer Service, Estate Planning, Real Estate Transactions, Property Management
Education
Palm Beach Atlantic University 2002 — 2006
B.S. International Business, International Business
Palm Beach Atlantic University 2002 — 2006
International Business
Joel Miscione Joel Miscione's AXA Equitable Experience June 2008 - June 2010
Job Technical Support Analyst
Industry Information Technology and Services
Experience
Dynamic PC's January 2007 - Present
Cicero Volunteer Fire Dept 2015 - Present
CompuCom June 2010 - April 2012
AXA Equitable June 2008 - June 2010
AXA-Equitable - Equi-vest division April 2007 - June 2008
ADP- Automatic Data Processing May 2006 - March 2007
AXA-Equitable - Equi-vest division April 2005 - May 2006
Metro Mail Inc May 2004 - January 2005
Ultimate Fitness January 2004 - May 2004
Champions Fitness Center January 2003 - January 2004
Skills
Business Analysis, Security, Hardware, Networking, Software Documentation, Technical Support, Computer Hardware, Customer Service, Sales, Process Improvement, Computer Repair, Troubleshooting, Systems Analysis, SQL, Computer Hardware..., Software Implementation, Computer Security, Computer Maintenance, Computer Architecture, Digital Imaging, A+ Certified, HTML, Adobe Creative Suite, Adobe Bridge, Security+, Internet Explorer, Internet Security, Virus Removal, Data Analysis, XP, Help Desk Support, Remote Desktop, Windows 7, Printers, Software Installation, Windows, Remote Access, Dell Computers, Antivirus, Operating Systems, Software Troubleshooting, Leadership, Management, Microsoft Office, Social Media, Marketing, Strategic Planning
Education
Onondaga Community College 2008 — 2010
Computer and Information Sciences and Support Services
Dynamic PC's January 2007 - Present
Cicero Volunteer Fire Dept 2015 - Present
CompuCom June 2010 - April 2012
AXA Equitable June 2008 - June 2010
AXA-Equitable - Equi-vest division April 2007 - June 2008
ADP- Automatic Data Processing May 2006 - March 2007
AXA-Equitable - Equi-vest division April 2005 - May 2006
Metro Mail Inc May 2004 - January 2005
Ultimate Fitness January 2004 - May 2004
Champions Fitness Center January 2003 - January 2004
Skills
Business Analysis, Security, Hardware, Networking, Software Documentation, Technical Support, Computer Hardware, Customer Service, Sales, Process Improvement, Computer Repair, Troubleshooting, Systems Analysis, SQL, Computer Hardware..., Software Implementation, Computer Security, Computer Maintenance, Computer Architecture, Digital Imaging, A+ Certified, HTML, Adobe Creative Suite, Adobe Bridge, Security+, Internet Explorer, Internet Security, Virus Removal, Data Analysis, XP, Help Desk Support, Remote Desktop, Windows 7, Printers, Software Installation, Windows, Remote Access, Dell Computers, Antivirus, Operating Systems, Software Troubleshooting, Leadership, Management, Microsoft Office, Social Media, Marketing, Strategic Planning
Education
Onondaga Community College 2008 — 2010
Computer and Information Sciences and Support Services
Nicole Zingaro Nicole Zingaro's AXA Equitable Experience June 2010 - August 2010
Job Associate Marketing Manager New Business Acquisition at Time Inc.
Industry Marketing and Advertising
Experience
Time Inc. April 2015 - Present
DICK'S Sporting Goods April 2014 - April 2015
Dick's Sporting Goods August 2012 - April 2014
Dick's Sporting Goods August 2011 - August 2012
AXA Equitable June 2010 - August 2010
Macy's East June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Marketing Strategy, Trend Analysis, Textiles, Open to Buy Management, Product Assortment..., Marketing Research, MicroStrategy Reporting, Vendor Relationships, Promotions Planning, Merchandising Strategies, Retail Math, Online Merchandising, Mentoring, Social Media, Events Coordination, Digital Marketing, Marketing, Fashion, Retail, Product Development, CPFR, E-commerce, Inventory Management, Merchandising, Social Media Marketing, Visual Merchandising, Facebook, Training, Merchandise Planning, JDA, Sales, Negotiation, Analysis, Assortment, Advertising, Management, Project Planning, Social Networking
Education
Penn State University 2007 — 2011
Bachelor of Science, The Smeal College of Business, Marketing, 3.64 GPA
Time Inc. April 2015 - Present
DICK'S Sporting Goods April 2014 - April 2015
Dick's Sporting Goods August 2012 - April 2014
Dick's Sporting Goods August 2011 - August 2012
AXA Equitable June 2010 - August 2010
Macy's East June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Marketing Strategy, Trend Analysis, Textiles, Open to Buy Management, Product Assortment..., Marketing Research, MicroStrategy Reporting, Vendor Relationships, Promotions Planning, Merchandising Strategies, Retail Math, Online Merchandising, Mentoring, Social Media, Events Coordination, Digital Marketing, Marketing, Fashion, Retail, Product Development, CPFR, E-commerce, Inventory Management, Merchandising, Social Media Marketing, Visual Merchandising, Facebook, Training, Merchandise Planning, JDA, Sales, Negotiation, Analysis, Assortment, Advertising, Management, Project Planning, Social Networking
Education
Penn State University 2007 — 2011
Bachelor of Science, The Smeal College of Business, Marketing, 3.64 GPA
AJ Craver's AXA Equitable Experience 1999 - 2006
Job Strategic Communications at Allstate
Industry Financial Services
Experience
CME Group April 2013 - June 2015
United Airlines November 2007 - April 2013
Equity Office Properties February 2006 - June 2007
AXA Equitable 1999 - 2006
Marsh & McLennan Companies 1997 - 1999
Skills
Internal Communications, Editing, Social Media, Web Content Management, Management, Corporate Communications, Strategic Communications, Communications Planning, Strategy, Publications, Video, Project Management, Crisis Communications, Project Planning, Writing, Press Releases, Blogging
Education
Penn State University
BA, Communications
The Johns Hopkins University
Continuing Studies, Screenwriting
Towson University
Continuing Education, Film
CME Group April 2013 - June 2015
United Airlines November 2007 - April 2013
Equity Office Properties February 2006 - June 2007
AXA Equitable 1999 - 2006
Marsh & McLennan Companies 1997 - 1999
Skills
Internal Communications, Editing, Social Media, Web Content Management, Management, Corporate Communications, Strategic Communications, Communications Planning, Strategy, Publications, Video, Project Management, Crisis Communications, Project Planning, Writing, Press Releases, Blogging
Education
Penn State University
BA, Communications
The Johns Hopkins University
Continuing Studies, Screenwriting
Towson University
Continuing Education, Film
Melissa Sands's AXA Equitable Experience June 2009 - September 2013
Job Marketing Operations Manager at FoodMatch
Industry Food & Beverages
Experience
FoodMatch September 2013 - Present
AXA Equitable June 2009 - September 2013
The Great Hot Dog Cookoff May 2009 - July 2012
Ivey Imaging November 2000 - August 2005
Skills
Social Media, Project Management, Digital Printing, Print Production Process, Customer-focused Service, Print Estimating, Sales Coordination, Budget Estimating, Print Management, Production Budgeting, Collaboration, Manage Client..., Vendor Relationships, Managing Deadlines, Event Producing, Fundraising, Photography, Blogging, Photo Editor, Marketing, Sales, Large Format Printing, Digital Imaging, Events, Mac, Image Manipulation, Pre-press, Direct Marketing, Trade Shows, Wide Format Printing, Integrated Marketing, Advertising
Education
Penn State University
BA, Liberal Arts
Seattle Central Community College 2002 — 2004
AAS, Commercial Photography
FoodMatch September 2013 - Present
AXA Equitable June 2009 - September 2013
The Great Hot Dog Cookoff May 2009 - July 2012
Ivey Imaging November 2000 - August 2005
Skills
Social Media, Project Management, Digital Printing, Print Production Process, Customer-focused Service, Print Estimating, Sales Coordination, Budget Estimating, Print Management, Production Budgeting, Collaboration, Manage Client..., Vendor Relationships, Managing Deadlines, Event Producing, Fundraising, Photography, Blogging, Photo Editor, Marketing, Sales, Large Format Printing, Digital Imaging, Events, Mac, Image Manipulation, Pre-press, Direct Marketing, Trade Shows, Wide Format Printing, Integrated Marketing, Advertising
Education
Penn State University
BA, Liberal Arts
Seattle Central Community College 2002 — 2004
AAS, Commercial Photography
Jamie (Urbanowicz) Lorenz Jamie (Urbanowicz) Lorenz's AXA Equitable Experience June 2007 - August 2007
Job Client Service Manager at Citizen Relations International
Industry Public Relations and Communications
Experience
Citizen Relations International July 2013 - Present
Citizen Relations International April 2012 - July 2013
Citizen Relations International February 2010 - April 2012
Fleishman-Hillard August 2009 - February 2010
Virgin Mobile USA May 2008 - August 2008
AXA Equitable June 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Strategic Communications, Public Relations, Event Management, Leadership, Social Media Marketing, Press Releases, Corporate Communications, Corporate Social..., Strategy
Education
Penn State University
Bachelor of Arts, Majors: Public Relations, Communication Arts & Sciences, Minor: English
Citizen Relations International July 2013 - Present
Citizen Relations International April 2012 - July 2013
Citizen Relations International February 2010 - April 2012
Fleishman-Hillard August 2009 - February 2010
Virgin Mobile USA May 2008 - August 2008
AXA Equitable June 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Strategic Communications, Public Relations, Event Management, Leadership, Social Media Marketing, Press Releases, Corporate Communications, Corporate Social..., Strategy
Education
Penn State University
Bachelor of Arts, Majors: Public Relations, Communication Arts & Sciences, Minor: English
Jasmine Frederick, PHR Jasmine Frederick, PHR's AXA Equitable Experience July 2010 - January 2013
Job Manager, Talent Acquisition at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2013 - Present
AXA Equitable July 2010 - January 2013
Sprint April 2006 - July 2010
Skills
Call Center Operations..., Coaching, Mentoring, Goal-driven leader, Management of Change, Financial Markets, Data Analysis, Service Delivery, Call Centers, Human Resources, Employee Engagement, Customer Satisfaction, Recruiting, Organization &..., Team Leadership, Strategic Communications, Talent Management, Workforce Management, Customer Service, Performance Management, Business Process..., Management, Talent Acquisition, Change Management, Leadership, Process Improvement, Strategy
Education
Pfeiffer University 2011 — 2013
Master's degree, Organizational Leadership concentration Human Resource Management
UNC Charlotte 2000 — 2005
Bachelor's degree, Finance and Financial Management Services
TIAA-CREF May 2014 - Present
TIAA-CREF May 2013 - Present
AXA Equitable July 2010 - January 2013
Sprint April 2006 - July 2010
Skills
Call Center Operations..., Coaching, Mentoring, Goal-driven leader, Management of Change, Financial Markets, Data Analysis, Service Delivery, Call Centers, Human Resources, Employee Engagement, Customer Satisfaction, Recruiting, Organization &..., Team Leadership, Strategic Communications, Talent Management, Workforce Management, Customer Service, Performance Management, Business Process..., Management, Talent Acquisition, Change Management, Leadership, Process Improvement, Strategy
Education
Pfeiffer University 2011 — 2013
Master's degree, Organizational Leadership concentration Human Resource Management
UNC Charlotte 2000 — 2005
Bachelor's degree, Finance and Financial Management Services
Charles Diemar Charles Diemar's AXA Equitable Experience September 2008 - December 2008
Job Regional Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2013 - December 2014
New York Life & MainStay Investments August 2012 - January 2013
New York Life Insurance Company August 2011 - August 2012
New York Life & MainStay Investments February 2009 - August 2011
AXA Equitable September 2008 - December 2008
Brentler Inc. November 2006 - September 2008
Skills
Series 7, Series 63, Retirement Planning, Series 6, Retirement, Mutual Funds, Guaranteed Lifetime..., Investments, Fixed Annuities, Asset Allocation, Securities, Insurance, Variable Annuities, Wealth Management, 401k
Education
Ohio Wesleyan University 2002 — 2006
The Pingry School 1998 — 2002
Far Hills Country Day School 1987 — 1998
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2013 - December 2014
New York Life & MainStay Investments August 2012 - January 2013
New York Life Insurance Company August 2011 - August 2012
New York Life & MainStay Investments February 2009 - August 2011
AXA Equitable September 2008 - December 2008
Brentler Inc. November 2006 - September 2008
Skills
Series 7, Series 63, Retirement Planning, Series 6, Retirement, Mutual Funds, Guaranteed Lifetime..., Investments, Fixed Annuities, Asset Allocation, Securities, Insurance, Variable Annuities, Wealth Management, 401k
Education
Ohio Wesleyan University 2002 — 2006
The Pingry School 1998 — 2002
Far Hills Country Day School 1987 — 1998
Jean Sciara Jean Sciara's AXA Equitable Experience September 2011 - December 2012
Job Retired and enjoying time to pursue personal interests and family. Seeking volunteer opportunities
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family. Seeking volunteer opportunities May 2015 - Present
AXA October 2014 - May 2015
Protective Life Insurance February 2014 - October 2014
AXA Equitable September 2011 - December 2012
National Government Services June 2009 - December 2010
EXCELLUS October 2007 - January 2008
Upstate University Hospital at Community General February 2007 - October 2007
AXA EQUITABLE, INC January 2004 - January 2007
The MONY Group December 1983 - November 2006
The MONY Group January 2003 - January 2004
Skills
Databases, Software Development, SDLC, Analysis, Testing, DB2, Quality Assurance, Training, Software Documentation, Data Warehousing, Visio, COBOL, Business Analysis, Integration, Requirements Analysis, JCL, SQL, Systems Analysis, Process Improvement, Outsourcing, Mainframe
Education
Onondaga Community College 1981 — 1983
AAS, Data Processing
Retired and enjoying time to pursue personal interests and family. Seeking volunteer opportunities May 2015 - Present
AXA October 2014 - May 2015
Protective Life Insurance February 2014 - October 2014
AXA Equitable September 2011 - December 2012
National Government Services June 2009 - December 2010
EXCELLUS October 2007 - January 2008
Upstate University Hospital at Community General February 2007 - October 2007
AXA EQUITABLE, INC January 2004 - January 2007
The MONY Group December 1983 - November 2006
The MONY Group January 2003 - January 2004
Skills
Databases, Software Development, SDLC, Analysis, Testing, DB2, Quality Assurance, Training, Software Documentation, Data Warehousing, Visio, COBOL, Business Analysis, Integration, Requirements Analysis, JCL, SQL, Systems Analysis, Process Improvement, Outsourcing, Mainframe
Education
Onondaga Community College 1981 — 1983
AAS, Data Processing
Angel L. Figueroa Angel L. Figueroa's AXA Equitable Experience December 2008 - April 2012
Job Project Manager (Contractor)
Industry Banking
Experience
Pfizer October 2012 - November 2014
AXA Equitable December 2008 - April 2012
AXA Equitable August 2004 - November 2008
Merrill Lynch September 1999 - June 2004
CIBC World Markets March 1998 - September 1999
Skills
Forecasting, PeopleSoft, Vendor Management, Financial Analysis, Access, Budgets, Ariba, Hyperion Enterprise, Accounting, SAP, Finance, Training, Financial Reporting, Social Media, Management, Contract Management, Variance Analysis, Purchasing, Project Management, Strategic Planning, Analysis, Business Analysis, Cognos, Budgeting, Excel, SAP BI, Sarbanes-Oxley Act, Internal Audit, Process Improvement, Microsoft Excel, Business Process..., Auditing, Bookkeeping
Education
New York Institute of Technology 1991 — 2001
Bachelor of Science, Business Administration/Management
Pace University 2013 — 2013
Continuing Education Certificate, Bookkeeping
Pfizer October 2012 - November 2014
AXA Equitable December 2008 - April 2012
AXA Equitable August 2004 - November 2008
Merrill Lynch September 1999 - June 2004
CIBC World Markets March 1998 - September 1999
Skills
Forecasting, PeopleSoft, Vendor Management, Financial Analysis, Access, Budgets, Ariba, Hyperion Enterprise, Accounting, SAP, Finance, Training, Financial Reporting, Social Media, Management, Contract Management, Variance Analysis, Purchasing, Project Management, Strategic Planning, Analysis, Business Analysis, Cognos, Budgeting, Excel, SAP BI, Sarbanes-Oxley Act, Internal Audit, Process Improvement, Microsoft Excel, Business Process..., Auditing, Bookkeeping
Education
New York Institute of Technology 1991 — 2001
Bachelor of Science, Business Administration/Management
Pace University 2013 — 2013
Continuing Education Certificate, Bookkeeping
Robert Hawks Robert Hawks's AXA Equitable Experience January 1998 - April 2011
Job Retired Senior Manager AXA Equitable
Industry Financial Services
Experience
AXA December 2012 - October 2014
Kelly Services December 2011 - December 2012
AXA Equitable January 1998 - April 2011
AXA Equitable September 1991 - January 1998
AXA Equitable July 1985 - September 1991
Skills
Underwriting, Process Improvement, Strategic Planning, Customer Service, Call Center, Home Improvement, Operations Management, Construction, Mentoring, Team Management, Six Sigma, Call Centers, Training, Management, Microsoft Excel, Budgets, Risk Management, Insurance, Customer Satisfaction, Vendor Management, Coaching, Investments, New Business Development, Sales, Change Management
Education
Pace University
Bachelor of Business Administration, Management Informations Systems
AXA December 2012 - October 2014
Kelly Services December 2011 - December 2012
AXA Equitable January 1998 - April 2011
AXA Equitable September 1991 - January 1998
AXA Equitable July 1985 - September 1991
Skills
Underwriting, Process Improvement, Strategic Planning, Customer Service, Call Center, Home Improvement, Operations Management, Construction, Mentoring, Team Management, Six Sigma, Call Centers, Training, Management, Microsoft Excel, Budgets, Risk Management, Insurance, Customer Satisfaction, Vendor Management, Coaching, Investments, New Business Development, Sales, Change Management
Education
Pace University
Bachelor of Business Administration, Management Informations Systems
J. Michael Hanselman J. Michael Hanselman's AXA Equitable Experience April 1997 - September 2002
Job Regional Director at Piedmont Capital Distributors, LLC
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
David Napoli (LION) David Napoli (LION)'s AXA Equitable Experience January 2006 - December 2007
Job Senior Recruiter at TMobile
Industry Staffing and Recruiting
Experience
T-Mobile April 2014 - Present
Bayer October 2013 - March 2014
Johnson & Johnson September 2012 - September 2013
The Walsh Associates August 2012 - September 2012
Execu-Search April 2011 - August 2012
Mentor Capital February 2010 - March 2011
Michael Page International January 2007 - March 2009
AXA Equitable January 2006 - December 2007
Bella Custom Detail June 2003 - December 2006
Morgan Stanley January 2005 - December 2005
Skills
•Attended and..., •Staffing Services, •Talent Acquisition, •Recruiting, •Applicant Tracking..., •Technical Recruiting, •Temporary Placement, •Internet Recruiting, •Contract Recruitment, •Screening Resumes, •Social Networking, •Team Management, •Account Management, •Sourcing, Screening, •Resume Writing, •Microsoft Office, •Employee Training, Cross Functional Team..., Building High..., Team Leadership, Strategic Partnerships, Strategic Sourcing, Business Strategy, Situational Leadership, Strategic Leadership, Organizational..., Behavioral Interviewing, Corporate Advisory, Account Management, Small Boat Operations, Capital Markets, Fishing, International Trade, Trading
Education
Pace University - Lubin School of Business 2002 — 2006
B.A., Business Administration
T-Mobile April 2014 - Present
Bayer October 2013 - March 2014
Johnson & Johnson September 2012 - September 2013
The Walsh Associates August 2012 - September 2012
Execu-Search April 2011 - August 2012
Mentor Capital February 2010 - March 2011
Michael Page International January 2007 - March 2009
AXA Equitable January 2006 - December 2007
Bella Custom Detail June 2003 - December 2006
Morgan Stanley January 2005 - December 2005
Skills
•Attended and..., •Staffing Services, •Talent Acquisition, •Recruiting, •Applicant Tracking..., •Technical Recruiting, •Temporary Placement, •Internet Recruiting, •Contract Recruitment, •Screening Resumes, •Social Networking, •Team Management, •Account Management, •Sourcing, Screening, •Resume Writing, •Microsoft Office, •Employee Training, Cross Functional Team..., Building High..., Team Leadership, Strategic Partnerships, Strategic Sourcing, Business Strategy, Situational Leadership, Strategic Leadership, Organizational..., Behavioral Interviewing, Corporate Advisory, Account Management, Small Boat Operations, Capital Markets, Fishing, International Trade, Trading
Education
Pace University - Lubin School of Business 2002 — 2006
B.A., Business Administration
Christopher Winans Christopher Winans's AXA Equitable Experience July 2008 - March 2012
Job EVP, General Manager, NY Office at Hill & Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
John Lule John Lule's AXA Equitable Experience August 2012 - January 2013
Job CIO MBS Allocations at J.P. Morgan Middle Office
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase February 2013 - October 2014
AXA Equitable August 2012 - January 2013
City of Bethlehem May 2011 - August 2011
Skills
Structured Products, Securities, Fixed Income, Bonds, Settlement, Retirement Planning, Life Insurance, Investments, College Savings Plans, 403 b, IRAs, 401k Rollovers, Qualified Retirement...
Education
Penn State University 2008 — 2012
Undergraduate, Accounting and Finance, 3.56
J.P. Morgan October 2014 - Present
JPMorgan Chase February 2013 - October 2014
AXA Equitable August 2012 - January 2013
City of Bethlehem May 2011 - August 2011
Skills
Structured Products, Securities, Fixed Income, Bonds, Settlement, Retirement Planning, Life Insurance, Investments, College Savings Plans, 403 b, IRAs, 401k Rollovers, Qualified Retirement...
Education
Penn State University 2008 — 2012
Undergraduate, Accounting and Finance, 3.56
Daniel Kaykov Daniel Kaykov's AXA Equitable Experience 2002 - 2004
Job CEO at Renovation Group, Inc.
Industry Financial Services
Experience
Renovation Group, Inc. March 2014 - Present
JPMorgan Chase - Mortgage Banking Risk Appetite May 2013 - April 2014
JPMorgan Chase April 2012 - May 2013
Morgan Stanley June 2010 - January 2012
Morgan Stanley June 2007 - June 2010
Bank of Tokyo-Mitsubishi UFJ April 2005 - May 2007
AXA Equitable 2002 - 2004
Skills
VBA, SAS, SQL, Microsoft Excel, Databases, PowerPoint, Portfolio Management
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
Pace University 1999 — 2003
BS, Computer Science
CFA Institute
Hebrew Academy
High Scool
Renovation Group, Inc. March 2014 - Present
JPMorgan Chase - Mortgage Banking Risk Appetite May 2013 - April 2014
JPMorgan Chase April 2012 - May 2013
Morgan Stanley June 2010 - January 2012
Morgan Stanley June 2007 - June 2010
Bank of Tokyo-Mitsubishi UFJ April 2005 - May 2007
AXA Equitable 2002 - 2004
Skills
VBA, SAS, SQL, Microsoft Excel, Databases, PowerPoint, Portfolio Management
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
Pace University 1999 — 2003
BS, Computer Science
CFA Institute
Hebrew Academy
High Scool
Mary Anson Mary Anson's AXA Equitable Experience June 2013 - September 2013
Job Customer Service Rep
Industry Utilities
Experience
National Grid March 2014 - Present
AXA Equitable June 2013 - September 2013
FedEx Ground June 2013 - August 2013
FedEx Ground 2009 - June 2013
Roberts Office Furniture Concepts, Inc. May 2011 - April 2013
PETCO Animal Supplies, Inc. May 2005 - November 2007
Partners Trust Bank September 2004 - March 2005
US Navy April 2003 - April 2004
M&T Bank September 2001 - December 2002
Skills
Sage MAS 90, FRX Financial Report..., Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Quicken, Military Training, Military, Banking Software, Distribution Logistics, Logistics, Process Safety, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Customer Support, Accounting, Access, Accounts Payable, Account Reconciliation, Purchasing Processes, Purchase Orders, Invoice Processing, Management, Time Management, Administrative..., Purchasing, Distribution Center..., Software Documentation, Mas 90, Spreadsheets
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2012
Bachelor of Science (B.S.), Accounting
Onondaga Community College 2005 — 2007
Business Administration and Management, General, 3.6
National Grid March 2014 - Present
AXA Equitable June 2013 - September 2013
FedEx Ground June 2013 - August 2013
FedEx Ground 2009 - June 2013
Roberts Office Furniture Concepts, Inc. May 2011 - April 2013
PETCO Animal Supplies, Inc. May 2005 - November 2007
Partners Trust Bank September 2004 - March 2005
US Navy April 2003 - April 2004
M&T Bank September 2001 - December 2002
Skills
Sage MAS 90, FRX Financial Report..., Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Quicken, Military Training, Military, Banking Software, Distribution Logistics, Logistics, Process Safety, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Customer Support, Accounting, Access, Accounts Payable, Account Reconciliation, Purchasing Processes, Purchase Orders, Invoice Processing, Management, Time Management, Administrative..., Purchasing, Distribution Center..., Software Documentation, Mas 90, Spreadsheets
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2012
Bachelor of Science (B.S.), Accounting
Onondaga Community College 2005 — 2007
Business Administration and Management, General, 3.6
Barbara Wilkoc Barbara Wilkoc's AXA Equitable Experience October 1977 - November 2004
Job
Industry
Experience
AXA Equitable October 1977 - November 2004
Pan American World Airways March 1971 - October 1976
Education
University of South Carolina-Columbia 1967 — 1970
BA, French Education
Pace University 1980 — 1983
Master of Business Administration (M.B.A.)
AXA Equitable October 1977 - November 2004
Pan American World Airways March 1971 - October 1976
Education
University of South Carolina-Columbia 1967 — 1970
BA, French Education
Pace University 1980 — 1983
Master of Business Administration (M.B.A.)
Loren Stayboldt Loren Stayboldt's AXA Equitable Experience 1996 - 1997
Job Real Estate Broker at Northstone Real Estate, Inc.
Industry Real Estate
Experience
Northstone Real Estate, Inc. 2002 - Present
Pharmacia UpJohn 1997 - 2000
AXA Equitable 1996 - 1997
Syntex Pharmaceuticals 1970 - 1996
Concept Foods Corporation 1969 - 1970
Pitney Bowes 1968 - 1969
Los Angeles City School Districts June 1961 - September 1967
Skills
Real Estate, Residential, Condos, Buyer Representation, Single Family Homes, Referrals, First Time Home Buyers, Townhomes, Sellers, Buyers, REO, Short Sales, Direct Marketing, Foreclosures, Consulting, Strategic Consulting, Sales, New Home Sales, Listings, Residential Homes, Relocation
Education
University of Virginia 1987 — 1989
C.M.R. ( 36 Units of college level Academics.), Anatomy, chemistry, biology, physiology, Etc., Passed
Pepperdine University 1964 — 1965
History and Psychology
UCLA 1963 — 1964
History and Psychology
North Park University 1960 — 1962
History
Rockwell Institute
Continuing education, Real Estate
Northstone Real Estate, Inc. 2002 - Present
Pharmacia UpJohn 1997 - 2000
AXA Equitable 1996 - 1997
Syntex Pharmaceuticals 1970 - 1996
Concept Foods Corporation 1969 - 1970
Pitney Bowes 1968 - 1969
Los Angeles City School Districts June 1961 - September 1967
Skills
Real Estate, Residential, Condos, Buyer Representation, Single Family Homes, Referrals, First Time Home Buyers, Townhomes, Sellers, Buyers, REO, Short Sales, Direct Marketing, Foreclosures, Consulting, Strategic Consulting, Sales, New Home Sales, Listings, Residential Homes, Relocation
Education
University of Virginia 1987 — 1989
C.M.R. ( 36 Units of college level Academics.), Anatomy, chemistry, biology, physiology, Etc., Passed
Pepperdine University 1964 — 1965
History and Psychology
UCLA 1963 — 1964
History and Psychology
North Park University 1960 — 1962
History
Rockwell Institute
Continuing education, Real Estate
Fred Waxler Fred Waxler's AXA Equitable Experience June 1987 - December 2003
Job Life, Disability LTC & Financial Sales Executive at Costello & Sons Insurance Brokers
Industry Insurance
Experience
Costello & Sons Insurance Brokers August 2009 - Present
AXA Equitable June 1987 - December 2003
Bananas At Large Music June 1974 - June 1984
Skills
Estate Planning, Insurance, Real Estate, Fixed Annuities, Risk Management, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Planning, Due Diligence, Health Insurance, Life Insurance, Small Business, General Insurance, Financial Advisory, Professional Liability, Strategic Financial..., D&O, Property & Casualty..., Legal Liability, Employment Practices..., Commercial Insurance, Commercial Lines, Financial Planning
Education
San Francisco State University 1969 — 1970
Oregon State University 1966 — 1967
Lowell High San Francsico 1965 — 1966
Town School for Boys 1959 — 1962
Costello & Sons Insurance Brokers August 2009 - Present
AXA Equitable June 1987 - December 2003
Bananas At Large Music June 1974 - June 1984
Skills
Estate Planning, Insurance, Real Estate, Fixed Annuities, Risk Management, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Planning, Due Diligence, Health Insurance, Life Insurance, Small Business, General Insurance, Financial Advisory, Professional Liability, Strategic Financial..., D&O, Property & Casualty..., Legal Liability, Employment Practices..., Commercial Insurance, Commercial Lines, Financial Planning
Education
San Francisco State University 1969 — 1970
Oregon State University 1966 — 1967
Lowell High San Francsico 1965 — 1966
Town School for Boys 1959 — 1962
Michael Lynn Michael Lynn's AXA Equitable Experience July 1992 - May 2000
Job Managing Director, Audit over IT Infrastructure, Risk, Security & IT Strategy
Industry Information Technology and Services
Experience
AIG January 2014 - Present
IIA - Professional Issues Committee 2008 - Present
AXA Tech/AXA Group July 1992 - August 2013
AXA Technology January 2003 - January 2013
AXA June 2000 - January 2003
AXA Equitable July 1992 - May 2000
AXA UK November 1998 - May 1999
Dun & Bradstreet November 1988 - July 1992
JP Morgan Chase November 1986 - November 1988
Ernst & Young (formerly Arthur Young & Co.) June 1980 - November 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, IT Audit, Governance, Risk Management, Risk Assessment, Finance, Corporate Governance, Financial Audits, Assurance, COSO, Vendor Management, External Audit, Strategy, Operational Risk, Insurance, SAS70, Banking, Sarbanes-Oxley, Strategic Planning, Data Privacy, Six Sigma, IFRS, Team Building, Compliance, Fraud Investigations
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (BBA), Accounting
The Wharton School of Executive Education
Advanced Study Executive Programs, Executive Leadership (1991); Enterprise Risk Management (2007)
Pearl River High School
New York State Regent's diploma
AIG January 2014 - Present
IIA - Professional Issues Committee 2008 - Present
AXA Tech/AXA Group July 1992 - August 2013
AXA Technology January 2003 - January 2013
AXA June 2000 - January 2003
AXA Equitable July 1992 - May 2000
AXA UK November 1998 - May 1999
Dun & Bradstreet November 1988 - July 1992
JP Morgan Chase November 1986 - November 1988
Ernst & Young (formerly Arthur Young & Co.) June 1980 - November 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, IT Audit, Governance, Risk Management, Risk Assessment, Finance, Corporate Governance, Financial Audits, Assurance, COSO, Vendor Management, External Audit, Strategy, Operational Risk, Insurance, SAS70, Banking, Sarbanes-Oxley, Strategic Planning, Data Privacy, Six Sigma, IFRS, Team Building, Compliance, Fraud Investigations
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (BBA), Accounting
The Wharton School of Executive Education
Advanced Study Executive Programs, Executive Leadership (1991); Enterprise Risk Management (2007)
Pearl River High School
New York State Regent's diploma
Jim Marchak Jim Marchak's AXA Equitable Experience March 2010 - February 2013
Job Lead Director at AXA US
Industry Insurance
Experience
AXA US February 2013 - Present
AXA Equitable March 2010 - February 2013
AXA Equitable June 2006 - March 2010
AXA Equitable May 2005 - June 2006
AXA Equitable February 2002 - May 2005
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Sarbanes-Oxley Act, PeopleSoft, Strategic Financial..., Financial Reporting, Access, SDLC, Vendor Management, Financial Services
Education
State University of New York College at Oswego 1991 — 1994
Bachelor of Science (BS), Accounting
Onondaga Community College 1990 — 1991
AXA US February 2013 - Present
AXA Equitable March 2010 - February 2013
AXA Equitable June 2006 - March 2010
AXA Equitable May 2005 - June 2006
AXA Equitable February 2002 - May 2005
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Sarbanes-Oxley Act, PeopleSoft, Strategic Financial..., Financial Reporting, Access, SDLC, Vendor Management, Financial Services
Education
State University of New York College at Oswego 1991 — 1994
Bachelor of Science (BS), Accounting
Onondaga Community College 1990 — 1991
Chanese M. Bailey, CAPM Chanese M. Bailey, CAPM's AXA Equitable Experience February 2010 - January 2012
Job Communications Project Manager at Domtar
Industry Paper & Forest Products
Experience
Domtar January 2015 - Present
Fifth Third Bank 2012 - April 2014
AXA Equitable February 2010 - January 2012
Mothers Against Drunk Driving 2008 - 2009
Skills
Project Management, Change Management, Event Management, Lead Cultivation, Leadership, New Business Development, Strategy, Integrated Marketing, Management, Process Improvement, Strategic Planning, Marketing Management, Financial Services, Program Management, Vendor Management
Education
Western Carolina University
Master's degree, Project Management
Pfeiffer University
B.A., Organizational Communications
Pfeiffer University
Domtar January 2015 - Present
Fifth Third Bank 2012 - April 2014
AXA Equitable February 2010 - January 2012
Mothers Against Drunk Driving 2008 - 2009
Skills
Project Management, Change Management, Event Management, Lead Cultivation, Leadership, New Business Development, Strategy, Integrated Marketing, Management, Process Improvement, Strategic Planning, Marketing Management, Financial Services, Program Management, Vendor Management
Education
Western Carolina University
Master's degree, Project Management
Pfeiffer University
B.A., Organizational Communications
Pfeiffer University
David Greenberg, CLTC's AXA Equitable Experience November 2004 - June 2006
Job Financial Strategist and Insurance Planner
Industry Financial Services
Experience
Rotman Greenberg and Associates June 2006 - Present
AXA Equitable November 2004 - June 2006
C&L Textile Corporation June 1984 - October 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Term Life Insurance, Financial Analysis, Financial Modeling, Wealth Management, Retirement, Investment Advisory
Education
Philadelphia University 1981 — 1984
Apparel and Textile Marketing Management
Rotman Greenberg and Associates June 2006 - Present
AXA Equitable November 2004 - June 2006
C&L Textile Corporation June 1984 - October 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Term Life Insurance, Financial Analysis, Financial Modeling, Wealth Management, Retirement, Investment Advisory
Education
Philadelphia University 1981 — 1984
Apparel and Textile Marketing Management
Stephanie Karis's AXA Equitable Experience December 2005 - November 2007
Job Payroll Manager at CONMED Corporation
Industry Medical Devices
Experience
CONMED Corporation September 2013 - Present
Magna Powertrain November 2007 - January 2013
AXA Equitable December 2005 - November 2007
BOBST GROUP USA INC April 2005 - December 2005
Time Warner Cable August 2003 - April 2005
Lowes Home Improvement Warehouse April 2002 - February 2003
Eckerd Drug October 1996 - April 2002
Skills
ADP Payroll, Deferred Compensation, HRIS, Employee Relations, Payroll, Performance Management, PeopleSoft, Microsoft Excel, Continuous Improvement, General Ledger, SAP, Account Reconciliation, Sarbanes-Oxley Act, Finance, Accounts Payable
Education
State University of New York Institute of Technology at Utica/Rome 2001 — 2003
Bachelor of Science, Accounting
Onondaga Community College 1998 — 2001
Business Management
ADP, Inc
Certified Payroll Specialist
CONMED Corporation September 2013 - Present
Magna Powertrain November 2007 - January 2013
AXA Equitable December 2005 - November 2007
BOBST GROUP USA INC April 2005 - December 2005
Time Warner Cable August 2003 - April 2005
Lowes Home Improvement Warehouse April 2002 - February 2003
Eckerd Drug October 1996 - April 2002
Skills
ADP Payroll, Deferred Compensation, HRIS, Employee Relations, Payroll, Performance Management, PeopleSoft, Microsoft Excel, Continuous Improvement, General Ledger, SAP, Account Reconciliation, Sarbanes-Oxley Act, Finance, Accounts Payable
Education
State University of New York Institute of Technology at Utica/Rome 2001 — 2003
Bachelor of Science, Accounting
Onondaga Community College 1998 — 2001
Business Management
ADP, Inc
Certified Payroll Specialist
Viktoria Bunkovsky, MBA Viktoria Bunkovsky, MBA's AXA Equitable Experience May 2012 - Present
Job Financial Services
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
Gwen Torry-Owens Gwen Torry-Owens's AXA Equitable Experience December 2009 - October 2012
Job Senior Vice President at Guy Carpenter
Industry Writing and Editing
Experience
Guy Carpenter November 2012 - Present
AXA Equitable December 2009 - October 2012
AXA Equitable March 1991 - May 2009
AXA Equitable 1998 - 2002
Great Lakes Theater Festival 1984 - 1985
Skills
editing, writing, web editing, Content Creation, Internal Communications, Interviewing, Storytelling, Writing, Content Strategy, Editing, Interviews, Blogging, Web Editing, Leadership, Copywriting, Creative Writing, Research, Strategy, Training, Editorial, Strategic Communications, Marketing, Creative Direction, Nonprofits, Project Management, Program Management, Management, Human Resources, Cross-functional Team..., Corporate Communications, Process Improvement, Project Planning, Marketing Communications
Education
Ohio University
MFA, Acting
Otterbein University
BA, Theater
Guy Carpenter November 2012 - Present
AXA Equitable December 2009 - October 2012
AXA Equitable March 1991 - May 2009
AXA Equitable 1998 - 2002
Great Lakes Theater Festival 1984 - 1985
Skills
editing, writing, web editing, Content Creation, Internal Communications, Interviewing, Storytelling, Writing, Content Strategy, Editing, Interviews, Blogging, Web Editing, Leadership, Copywriting, Creative Writing, Research, Strategy, Training, Editorial, Strategic Communications, Marketing, Creative Direction, Nonprofits, Project Management, Program Management, Management, Human Resources, Cross-functional Team..., Corporate Communications, Process Improvement, Project Planning, Marketing Communications
Education
Ohio University
MFA, Acting
Otterbein University
BA, Theater
Ignazio Zino Greco, MBA Ignazio Zino Greco, MBA's AXA Equitable Experience November 1981 - June 1986
Job Vice President of Tax at MetLife Inc.
Industry Insurance
Experience
MetLife Inc. September 1997 - Present
USLIFE CORPORATION June 1986 - September 1997
AXA Equitable November 1981 - June 1986
Saks Fifth Avenue June 1978 - November 1981
Skills
Excel, Word, PowerPoint, Tax, Corporate Tax, Tax Accounting, International Tax, Tax Preparation, GAAP, Microsoft Word, Accounting, Transfer Pricing, Microsoft Excel, SEC filings, Managerial Finance, IRS problem resolution, Auditing, Financial Analysis, Finance, Mergers & Acquisitions, IFRS, Insurance, SEC Filings
Education
Pace University 1979 — 1983
BBA/MBA, Accounting
Pace University - Lubin School of Business 1979 — 1983
MBA, Accounting
Cardinal Spellman HS 1975 — 1979
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
MetLife Inc. September 1997 - Present
USLIFE CORPORATION June 1986 - September 1997
AXA Equitable November 1981 - June 1986
Saks Fifth Avenue June 1978 - November 1981
Skills
Excel, Word, PowerPoint, Tax, Corporate Tax, Tax Accounting, International Tax, Tax Preparation, GAAP, Microsoft Word, Accounting, Transfer Pricing, Microsoft Excel, SEC filings, Managerial Finance, IRS problem resolution, Auditing, Financial Analysis, Finance, Mergers & Acquisitions, IFRS, Insurance, SEC Filings
Education
Pace University 1979 — 1983
BBA/MBA, Accounting
Pace University - Lubin School of Business 1979 — 1983
MBA, Accounting
Cardinal Spellman HS 1975 — 1979
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peter Bennett Peter Bennett's AXA Equitable Experience July 1979 - July 1995
Job Senior Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors February 1996 - Present
AXA Equitable July 1979 - July 1995
Skills
Information Management, Market Data, strength based..., client reporting, web development and..., data automation, Data Quality Assurance, Talent Developer, Cultural Diversity, Business Workflows, Strategic Communications, Global Cross-Functional...
Education
Pace University
State Street Global Advisors February 1996 - Present
AXA Equitable July 1979 - July 1995
Skills
Information Management, Market Data, strength based..., client reporting, web development and..., data automation, Data Quality Assurance, Talent Developer, Cultural Diversity, Business Workflows, Strategic Communications, Global Cross-Functional...
Education
Pace University
Marshall Saunders, CPA, MBA Marshall Saunders, CPA, MBA's AXA Equitable Experience January 1997 - January 2007
Job Adjunct InstructorBusiness Department
Industry Accounting
Experience
Rutgers Business School August 2015 - Present
Rockland Community College-SUNY September 2015 - Present
Passaic County Community College 2012 - June 2015
ActionCOACH July 2010 - July 2012
Tegrit Financial Group September 2008 - July 2009
AXA Equitable Life Insurance Co January 1987 - January 2008
AXA Equitable January 1997 - January 2007
AXA Equitable January 1987 - January 1997
American Express March 1986 - August 1987
KPMG Peat Marwick August 1983 - March 1986
Education
Pace University - Lubin School of Business
MBA, Accounting; Business Administration
Virginia Polytechnic Institute and State University
B.S., Sociology
Rutgers Business School August 2015 - Present
Rockland Community College-SUNY September 2015 - Present
Passaic County Community College 2012 - June 2015
ActionCOACH July 2010 - July 2012
Tegrit Financial Group September 2008 - July 2009
AXA Equitable Life Insurance Co January 1987 - January 2008
AXA Equitable January 1997 - January 2007
AXA Equitable January 1987 - January 1997
American Express March 1986 - August 1987
KPMG Peat Marwick August 1983 - March 1986
Education
Pace University - Lubin School of Business
MBA, Accounting; Business Administration
Virginia Polytechnic Institute and State University
B.S., Sociology
Deb Dubberstein~Ford, ALMI, ACS Deb Dubberstein~Ford, ALMI, ACS's AXA Equitable Experience January 2002 - December 2006
Job MANAGER, INVESTMENT SALES & MARKETING SUPPORT
Industry Financial Services
Experience
AXA Advisors, LLC September 2014 - Present
AXA US January 2007 - September 2014
AXA Equitable January 2002 - December 2006
AXA Equitable October 1998 - January 2002
AXA Equitable October 1995 - October 1998
AXA Advisors July 1994 - October 1995
Mid Continent Life 1989 - 1992
Skills
Salesforce.com, Strategy, Leadership, Insurance, Strategic Planning, Management, Financial Services, Training, Strategic Financial..., Project Management, Change Management, System Administration, Performance Management, Compliance, Risk Management, Human Resources, Program Management, Recruiting, Operations Management, Employee Benefits, Administration, Finance, Investments, New Business Development, Policy
Education
Oklahoma State University 1994 — 2000
Business and Computer Information Systems
FINRA S7, S24,
S7, S24
LOMA - ALMI
Associate, Life Management Institute
LOMA - Life Office Management
Associate, Customer Service, ACS, Life Operations
AXA Advisors, LLC September 2014 - Present
AXA US January 2007 - September 2014
AXA Equitable January 2002 - December 2006
AXA Equitable October 1998 - January 2002
AXA Equitable October 1995 - October 1998
AXA Advisors July 1994 - October 1995
Mid Continent Life 1989 - 1992
Skills
Salesforce.com, Strategy, Leadership, Insurance, Strategic Planning, Management, Financial Services, Training, Strategic Financial..., Project Management, Change Management, System Administration, Performance Management, Compliance, Risk Management, Human Resources, Program Management, Recruiting, Operations Management, Employee Benefits, Administration, Finance, Investments, New Business Development, Policy
Education
Oklahoma State University 1994 — 2000
Business and Computer Information Systems
FINRA S7, S24,
S7, S24
LOMA - ALMI
Associate, Life Management Institute
LOMA - Life Office Management
Associate, Customer Service, ACS, Life Operations
Christopher Piercy Christopher Piercy's AXA Equitable Experience November 2006 - March 2010
Job Sales Training Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2012 - Present
Prudential March 2010 - March 2012
AXA Equitable November 2006 - March 2010
PLANCO May 2006 - November 2006
Skills
Consultative Selling, Presentation Skills, Annuities, Investments, Territory Management, Training Facilitation, Series 63, Series 6
Education
Old Dominion University 1999 — 2003
Bachelors, Sport & Business Management
Prudential Financial March 2012 - Present
Prudential March 2010 - March 2012
AXA Equitable November 2006 - March 2010
PLANCO May 2006 - November 2006
Skills
Consultative Selling, Presentation Skills, Annuities, Investments, Territory Management, Training Facilitation, Series 63, Series 6
Education
Old Dominion University 1999 — 2003
Bachelors, Sport & Business Management
Vincent Parascandola Vincent Parascandola's AXA Equitable Experience January 2013 - October 2014
Job Senior Executive Vice President at AXA US
Industry Financial Services
Experience
AXA US October 2014 - Present
AXA Equitable January 2013 - October 2014
AXA Equitable July 2009 - December 2012
AXA Equitable 2009 - March 2010
AXA Equitable January 2008 - December 2008
AXA Equitable May 2005 - December 2007
The MONY Group 1998 - 2005
The MONY Group 1996 - 1998
The MONY Group January 1993 - December 1996
The MONY Group 1990 - 1993
Skills
Financial Services, Retirement Planning, Asset Management, Estate Planning, Life insurance...
Education
Pace University - Lubin School of Business
BS, Computer Science
Xaverian HS
Academic
AXA US October 2014 - Present
AXA Equitable January 2013 - October 2014
AXA Equitable July 2009 - December 2012
AXA Equitable 2009 - March 2010
AXA Equitable January 2008 - December 2008
AXA Equitable May 2005 - December 2007
The MONY Group 1998 - 2005
The MONY Group 1996 - 1998
The MONY Group January 1993 - December 1996
The MONY Group 1990 - 1993
Skills
Financial Services, Retirement Planning, Asset Management, Estate Planning, Life insurance...
Education
Pace University - Lubin School of Business
BS, Computer Science
Xaverian HS
Academic
Cindy McLaughlin Cindy McLaughlin's AXA Equitable Experience October 2009 - December 2013
Job Senior Director at AXA Equitable
Industry Financial Services
Experience
AXA Equitable October 2009 - December 2013
AXA Equitable January 2006 - October 2009
AXA Equitable August 2004 - July 2005
Mutual Of New York ( MONY) February 1984 - August 2004
Skills
Insurance, SDLC, Vendor Management, Risk Management, Change Management, CMMi, Annuities, Team Leadership, Leadership Development, Cross-functional Team..., Change Leadership, Strategic Leadership, Project Implementation, Project Coordination, Project Portfolio..., Project Delivery, Project Execution, Software Project..., Service Delivery, Mentoring, Leadership Mentoring, Staff Mentoring, Internal Communications, Strategic Thinking, Business Analysis, Business Management, Document Management, Document Imaging, Project Governance, Enterprise Architecture, Project Management, Fixed Annuities, Strategy, Process Improvement, Business Requirements, CMMI, Management, Program Management, PMO, Resource Management, Requirements Gathering, Financial Services, IT Strategy, PMP, Outsourcing, Requirements Analysis, Business Process..., Mutual Funds, FINRA, Governance
Education
Securities Training Corporation 2012 — 2012
Series 99- Operations Professional, Financial Services
Onondaga Community College 1971 — 1973
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
ResultsThrough Leadership Training
Organizational Leadership
AXA Equitable October 2009 - December 2013
AXA Equitable January 2006 - October 2009
AXA Equitable August 2004 - July 2005
Mutual Of New York ( MONY) February 1984 - August 2004
Skills
Insurance, SDLC, Vendor Management, Risk Management, Change Management, CMMi, Annuities, Team Leadership, Leadership Development, Cross-functional Team..., Change Leadership, Strategic Leadership, Project Implementation, Project Coordination, Project Portfolio..., Project Delivery, Project Execution, Software Project..., Service Delivery, Mentoring, Leadership Mentoring, Staff Mentoring, Internal Communications, Strategic Thinking, Business Analysis, Business Management, Document Management, Document Imaging, Project Governance, Enterprise Architecture, Project Management, Fixed Annuities, Strategy, Process Improvement, Business Requirements, CMMI, Management, Program Management, PMO, Resource Management, Requirements Gathering, Financial Services, IT Strategy, PMP, Outsourcing, Requirements Analysis, Business Process..., Mutual Funds, FINRA, Governance
Education
Securities Training Corporation 2012 — 2012
Series 99- Operations Professional, Financial Services
Onondaga Community College 1971 — 1973
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
ResultsThrough Leadership Training
Organizational Leadership
Gloria Neil Gloria Neil's AXA Equitable Experience January 2007 - June 2011
Job Communications Professional
Industry Writing and Editing
Experience
Guardian Life May 2014 - Present
Food Bank for Westchester March 2014 - Present
The Osborne Association September 2013 - February 2014
AXA Equitable January 2007 - June 2011
AXA Equitable 1986 - 2011
AXA Equitable September 2003 - December 2006
AXA Equitable March 2001 - September 2003
Skills
Writing, Editing, Internal Communications, Proofreading, Annuities, Copy Editing, Retirement Planning, Marketing Communications, Fixed Annuities, Project Management, Mutual Funds, Retirement Education, Public Speaking, Financial Services, Marketing, Asset Managment, Management, Strategy, Retirement, Investments, Corporate Communications, Insurance, Strategic Communications, Analysis, Newsletters, Project Planning, Email Marketing, Portfolio Management, Mergers & Acquisitions, Sales, Product Marketing, Media Relations, Direct Mail, Asset Management, Social Media Marketing, Relationship Management, Leadership, Vendor Management, Training
Education
Pace University - Lubin School of Business 1985 — 1990
M.B.A., Marketing
Hostra University 1979 — 1982
B.A., European History
Loyola University Chicago, Rome Center
European/Renaissance History
Guardian Life May 2014 - Present
Food Bank for Westchester March 2014 - Present
The Osborne Association September 2013 - February 2014
AXA Equitable January 2007 - June 2011
AXA Equitable 1986 - 2011
AXA Equitable September 2003 - December 2006
AXA Equitable March 2001 - September 2003
Skills
Writing, Editing, Internal Communications, Proofreading, Annuities, Copy Editing, Retirement Planning, Marketing Communications, Fixed Annuities, Project Management, Mutual Funds, Retirement Education, Public Speaking, Financial Services, Marketing, Asset Managment, Management, Strategy, Retirement, Investments, Corporate Communications, Insurance, Strategic Communications, Analysis, Newsletters, Project Planning, Email Marketing, Portfolio Management, Mergers & Acquisitions, Sales, Product Marketing, Media Relations, Direct Mail, Asset Management, Social Media Marketing, Relationship Management, Leadership, Vendor Management, Training
Education
Pace University - Lubin School of Business 1985 — 1990
M.B.A., Marketing
Hostra University 1979 — 1982
B.A., European History
Loyola University Chicago, Rome Center
European/Renaissance History
Gerry Dougherty Gerry Dougherty's AXA Equitable Experience August 2011 - January 2013
Job President at Boston Independence Group, Inc.
Industry Financial Services
Experience
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Violet Kiss Violet Kiss's AXA Equitable Experience May 1975 - March 1983
Job CFO & Exec. VPSales/Mktg at Produce Magic Software
Industry Computer Software
Experience
Produce Magic Software January 2001 - Present
Kiss Associates, Inc. March 1983 - December 2000
AXA Equitable May 1975 - March 1983
Hope Ship League - Detroit, part of The People-To-People Foundation (DC) June 1972 - June 1975
Positive Transmissions Inc. May 1971 - May 1975
Farm Crest Bakeries June 1971 - January 1973
Skills
Motivational..., Mentoring, Sales Skills Training, Logistics, Mergers, Corporate Finance, Marketing Strategy, Marketing Management, Pricing, Mergers & Acquisitions, Forecasting, Selling Skills, Supply Chain Management, Food, Purchasing, Supply Chain, International Sales, Warehousing, Budgets, Team Leadership, Procurement, Inventory Management, Manufacturing, New Business Development, Sales, Negotiation, Sales Management, Product Development, Strategic Planning, Business Planning, Team Building
Education
Oakland University 1971 — 1976
English, Speech & Communications, Advanced Acting
St. Martin dePorres 1967 — 1968
Diploma, English, Math, Sciences, 12
St. Benedict High School 1964 — 1967
High School closed, went to graduate at St. Martin dePorres, English, Math, Sciences, 9-10-11
Produce Magic Software January 2001 - Present
Kiss Associates, Inc. March 1983 - December 2000
AXA Equitable May 1975 - March 1983
Hope Ship League - Detroit, part of The People-To-People Foundation (DC) June 1972 - June 1975
Positive Transmissions Inc. May 1971 - May 1975
Farm Crest Bakeries June 1971 - January 1973
Skills
Motivational..., Mentoring, Sales Skills Training, Logistics, Mergers, Corporate Finance, Marketing Strategy, Marketing Management, Pricing, Mergers & Acquisitions, Forecasting, Selling Skills, Supply Chain Management, Food, Purchasing, Supply Chain, International Sales, Warehousing, Budgets, Team Leadership, Procurement, Inventory Management, Manufacturing, New Business Development, Sales, Negotiation, Sales Management, Product Development, Strategic Planning, Business Planning, Team Building
Education
Oakland University 1971 — 1976
English, Speech & Communications, Advanced Acting
St. Martin dePorres 1967 — 1968
Diploma, English, Math, Sciences, 12
St. Benedict High School 1964 — 1967
High School closed, went to graduate at St. Martin dePorres, English, Math, Sciences, 9-10-11
Steve Case Steve Case's AXA Equitable Experience 1999 - 2001
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Akira Fitton's AXA Equitable Experience December 1989 - September 2008
Job Freelance Graphic Design and Production at Creative Circle
Industry Graphic Design
Experience
CT Corporation 2009 - Present
Creative Circle January 2011 - Present
Hachi Creative Inc. November 2010 - 2014
Be Green Graphics 2009 - November 2010
AXA Equitable December 1989 - September 2008
Psychotronic Video 1993 - 2005
Austin Knight Advertising 1984 - 1989
Skills
Graphic Design, Art Direction, InDesign, QuarkXPress, Photoshop, Illustrator, Illustration, Digital Photography, Retouching, Oil Painting, Drawing, Videography, Video Editing, Video Production, Film Production, Film Editing, Acting, Scriptwriter, Writing, Photography, Video, Graphic Production, Film, Graphics, Adobe Creative Suite, Mac, Art, Corporate Identity, Logo Design, Adobe Acrobat, Advertising, Brochures, Print Production, Layout, Logos, PowerPoint, Final Cut Pro, Newsletters, Microsoft Office, Typography, Dreamweaver, Web Design, Email Marketing, Creative Direction, Copywriting, Branding & Identity, Desktop Publishing, Flash, Animation, User Interface Design
Education
Pratt Institute 1974 — 1978
associates, illustration, painting, drawing, film making
Erasmus Hall High School 1970 — 1974
Diploma
CT Corporation 2009 - Present
Creative Circle January 2011 - Present
Hachi Creative Inc. November 2010 - 2014
Be Green Graphics 2009 - November 2010
AXA Equitable December 1989 - September 2008
Psychotronic Video 1993 - 2005
Austin Knight Advertising 1984 - 1989
Skills
Graphic Design, Art Direction, InDesign, QuarkXPress, Photoshop, Illustrator, Illustration, Digital Photography, Retouching, Oil Painting, Drawing, Videography, Video Editing, Video Production, Film Production, Film Editing, Acting, Scriptwriter, Writing, Photography, Video, Graphic Production, Film, Graphics, Adobe Creative Suite, Mac, Art, Corporate Identity, Logo Design, Adobe Acrobat, Advertising, Brochures, Print Production, Layout, Logos, PowerPoint, Final Cut Pro, Newsletters, Microsoft Office, Typography, Dreamweaver, Web Design, Email Marketing, Creative Direction, Copywriting, Branding & Identity, Desktop Publishing, Flash, Animation, User Interface Design
Education
Pratt Institute 1974 — 1978
associates, illustration, painting, drawing, film making
Erasmus Hall High School 1970 — 1974
Diploma
Linda Martirossian Linda Martirossian's AXA Equitable Experience July 2010 - December 2012
Job AVP, Digital & Multichannel at AXA Equitable
Industry Marketing and Advertising
Experience
AXA January 2013 - Present
AXA Equitable July 2010 - December 2012
AXA Equitable January 2010 - February 2011
AXA Equitable Life Insurance Company July 2004 - June 2009
The MONY Group September 2002 - August 2004
Metropolitan Life Insurance Company June 1998 - September 2002
Skills
Strategic Planning, B2B, Direct Marketing, Insurance, Marketing Strategy, Strategy, Marketing Management, Marketing, Integrated Marketing, Marketing Communications, Project Management, Leadership, Internal Communications, Sales, Advertising, Management, Financial Services, Analytics
Education
New School University
Bachelors Degree
National Association of Securities Dealers
Series 6
Parsons School of Design
Associate Degree
AXA January 2013 - Present
AXA Equitable July 2010 - December 2012
AXA Equitable January 2010 - February 2011
AXA Equitable Life Insurance Company July 2004 - June 2009
The MONY Group September 2002 - August 2004
Metropolitan Life Insurance Company June 1998 - September 2002
Skills
Strategic Planning, B2B, Direct Marketing, Insurance, Marketing Strategy, Strategy, Marketing Management, Marketing, Integrated Marketing, Marketing Communications, Project Management, Leadership, Internal Communications, Sales, Advertising, Management, Financial Services, Analytics
Education
New School University
Bachelors Degree
National Association of Securities Dealers
Series 6
Parsons School of Design
Associate Degree
CJ Fazio's AXA Equitable Experience January 2013 - August 2014
Job Financial Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC September 2014 - Present
AXA Equitable January 2013 - August 2014
Virtua Health May 2009 - December 2012
Skills
Microsoft Excel, Photoshop, PowerPoint, Management, Microsoft Office, Time Management, Finance, Management Development, Microsoft Word, Macintosh Applications, Photo Editor, Creative Problem Solving, Team Building, Life Insurance, Windows, Microsoft Suites, Customer Service, Leadership, Social Media, Data Entry, Photography
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Business Management, Law and Society, Senior
Cherry Hill High School East 2004 — 2008
First Financial Group, LLC September 2014 - Present
AXA Equitable January 2013 - August 2014
Virtua Health May 2009 - December 2012
Skills
Microsoft Excel, Photoshop, PowerPoint, Management, Microsoft Office, Time Management, Finance, Management Development, Microsoft Word, Macintosh Applications, Photo Editor, Creative Problem Solving, Team Building, Life Insurance, Windows, Microsoft Suites, Customer Service, Leadership, Social Media, Data Entry, Photography
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Business Management, Law and Society, Senior
Cherry Hill High School East 2004 — 2008
Seth Yellin Seth Yellin's AXA Equitable Experience May 2014 - August 2014
Job Risk Advisory Intern at EY
Industry Accounting
Experience
EY 2015 - 2015
AXA Equitable May 2014 - August 2014
AXA Equitable May 2013 - August 2013
Crestwood Day Camp June 2012 - August 2012
Gurwin Jewish Nursing & Rehabilitation Center December 2011 - June 2012
Skills
Advanced skills in..., Leadership, Analytical..., PowerPoint, Microsoft Excel, Sales, Recruiting, Accounting, Microsoft Word, Finance, Financial Analysis, Analysis
Education
Penn State University 2012 — 2016
The Pennsylvania State University (Smeal College of Business) 2012 — 2016
Bachelors of Science, Accounting and Finance, 3.4
EY 2015 - 2015
AXA Equitable May 2014 - August 2014
AXA Equitable May 2013 - August 2013
Crestwood Day Camp June 2012 - August 2012
Gurwin Jewish Nursing & Rehabilitation Center December 2011 - June 2012
Skills
Advanced skills in..., Leadership, Analytical..., PowerPoint, Microsoft Excel, Sales, Recruiting, Accounting, Microsoft Word, Finance, Financial Analysis, Analysis
Education
Penn State University 2012 — 2016
The Pennsylvania State University (Smeal College of Business) 2012 — 2016
Bachelors of Science, Accounting and Finance, 3.4
Steve Gil Steve Gil's AXA Equitable Experience 2004 - 2006
Job Product Owner at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group May 2015 - Present
CareVoz.com April 2012 - April 2015
IRI, the Assocation for Insured Retirement Solutions August 2011 - March 2012
The Depository Trust & Clearing Corporation February 2011 - July 2011
AXA Distributors 2008 - January 2011
AXA Distributors 2006 - 2008
AXA Equitable 2004 - 2006
AXA Equitable 2003 - 2004
AXA Equitable July 2002 - 2003
New York Power Authority January 2002 - June 2002
Skills
Business Analysis, Financial Services, Vendor Management, Process Improvement, Risk Management, Management, Strategic Planning, Program Management, Requirements Analysis, Leadership, Insurance, CRM, Retirement, Strategy, Life Insurance, Investments, Relationship Management, Series 63, Project Management, Analysis, Retirement Planning, IT Strategy, New Business Development, Long-term Care, Strategic Financial..., Business Strategy, Mutual Funds, Product Development, SDLC, Business Relationship..., Business Intelligence, Team Leadership, Business Development
Education
Pace University 1995 — 1999
Bachelors of Science, Information Systems
UnitedHealth Group May 2015 - Present
CareVoz.com April 2012 - April 2015
IRI, the Assocation for Insured Retirement Solutions August 2011 - March 2012
The Depository Trust & Clearing Corporation February 2011 - July 2011
AXA Distributors 2008 - January 2011
AXA Distributors 2006 - 2008
AXA Equitable 2004 - 2006
AXA Equitable 2003 - 2004
AXA Equitable July 2002 - 2003
New York Power Authority January 2002 - June 2002
Skills
Business Analysis, Financial Services, Vendor Management, Process Improvement, Risk Management, Management, Strategic Planning, Program Management, Requirements Analysis, Leadership, Insurance, CRM, Retirement, Strategy, Life Insurance, Investments, Relationship Management, Series 63, Project Management, Analysis, Retirement Planning, IT Strategy, New Business Development, Long-term Care, Strategic Financial..., Business Strategy, Mutual Funds, Product Development, SDLC, Business Relationship..., Business Intelligence, Team Leadership, Business Development
Education
Pace University 1995 — 1999
Bachelors of Science, Information Systems
Jack Rothenberg Jack Rothenberg's AXA Equitable Experience 1993 - 1996
Job Commercial Associate at KW Commercial Real Estate
Industry Real Estate
Experience
KW Commercial Real Estate June 2014 - Present
JARO Marketing Inc. 1979 - Present
AXA-Equitable 1993 - 1996
STEVECO 1975 - 1979
Skills
Management, Sales, Leadership, Training
Education
Point Park University
KW Commercial Real Estate June 2014 - Present
JARO Marketing Inc. 1979 - Present
AXA-Equitable 1993 - 1996
STEVECO 1975 - 1979
Skills
Management, Sales, Leadership, Training
Education
Point Park University
Ann Curcio Ann Curcio's AXA Equitable Experience January 2007 - March 2013
Job RN burlington Vermont
Industry Hospital & Health Care
Experience
Vermont Case ManagerBroadspireNovember 2013 - Present
Fletcher Allen Health Care September 2013 - Present
AXA Equitable January 2007 - March 2013
St Joseph's Hospital November 2000 - January 2007
Carrier Corporation April 2001 - December 2001
Skills
Long Term Care, Health, Documentation, Treatment, EMR, Insurance, Coaching, Healthcare Management, Venipuncture, Healthcare Information..., Health Education, Medicare, Quality Assurance, Public Speaking, Risk Management, Process Improvement, Wellness Coaching, Software Documentation
Education
Clayton College
Bachelor's, Natural Sciences
Onondaga Community College
Associates in Nursing, RN degree
Vermont Case ManagerBroadspireNovember 2013 - Present
Fletcher Allen Health Care September 2013 - Present
AXA Equitable January 2007 - March 2013
St Joseph's Hospital November 2000 - January 2007
Carrier Corporation April 2001 - December 2001
Skills
Long Term Care, Health, Documentation, Treatment, EMR, Insurance, Coaching, Healthcare Management, Venipuncture, Healthcare Information..., Health Education, Medicare, Quality Assurance, Public Speaking, Risk Management, Process Improvement, Wellness Coaching, Software Documentation
Education
Clayton College
Bachelor's, Natural Sciences
Onondaga Community College
Associates in Nursing, RN degree
Emilio Bruno Emilio Bruno's AXA Equitable Experience December 2009 - February 2010
Job Fund Accountant, GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management January 2015 - Present
BNY Mellon March 2014 - December 2014
BNY Mellon January 2013 - March 2014
The Bank of New York Mellon July 2011 - January 2013
Thompson Pension Employee Plans February 2010 - July 2011
Pace University August 2007 - April 2011
AXA Equitable December 2009 - February 2010
Skills
Teamwork, Financial Analysis, Research, Operations, International Management, Customer Service, Bloomberg, Mutual Funds, Hedge Funds, Finance, Accounting, Portfolio Management, Bloomberg Terminal, Financial Statements, Financial Accounting, Microsoft Office, Analysis, Spanish, Account Reconciliation, Alternative Investments, Lotus Notes, Corporate Finance, Team Building, Equities, Fixed Income, Securities, Investments, Valuation, Financial Services, Financial Modeling, Derivatives, Asset Management, Pivot Tables, Banking, Fund Accounting, Microsoft Excel, Bonds, PowerPoint, Options, Financial Markets, Structured Finance, Global Custody, Private Equity, Process Improvement, Financial Risk, Fund Of Funds, PeopleSoft
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance and International Management, Concentration: Latin America
Pace University-New York 2007 — 2011
BA, Spanish
Universitat d'Alacant 2009 — 2009
Spanish
GoldenTree Asset Management January 2015 - Present
BNY Mellon March 2014 - December 2014
BNY Mellon January 2013 - March 2014
The Bank of New York Mellon July 2011 - January 2013
Thompson Pension Employee Plans February 2010 - July 2011
Pace University August 2007 - April 2011
AXA Equitable December 2009 - February 2010
Skills
Teamwork, Financial Analysis, Research, Operations, International Management, Customer Service, Bloomberg, Mutual Funds, Hedge Funds, Finance, Accounting, Portfolio Management, Bloomberg Terminal, Financial Statements, Financial Accounting, Microsoft Office, Analysis, Spanish, Account Reconciliation, Alternative Investments, Lotus Notes, Corporate Finance, Team Building, Equities, Fixed Income, Securities, Investments, Valuation, Financial Services, Financial Modeling, Derivatives, Asset Management, Pivot Tables, Banking, Fund Accounting, Microsoft Excel, Bonds, PowerPoint, Options, Financial Markets, Structured Finance, Global Custody, Private Equity, Process Improvement, Financial Risk, Fund Of Funds, PeopleSoft
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance and International Management, Concentration: Latin America
Pace University-New York 2007 — 2011
BA, Spanish
Universitat d'Alacant 2009 — 2009
Spanish
Jill (Nadorlik) Crowe Jill (Nadorlik) Crowe's AXA Equitable Experience June 2008 - August 2008
Job Digital Marketing Manager at Brock Beauty Inc
Industry Public Relations and Communications
Experience
Brock Beauty Inc August 2015 - Present
Nadorlik & Co. September 2011 - Present
Mount Aloysius College November 2013 - Present
Pennsylvania State University June 2013 - April 2015
Unique Venues September 2010 - October 2011
Cambria County Transit Authority May 2008 - September 2010
AXA Equitable June 2008 - August 2008
Democratie en France October 2007 - December 2007
Skills
Google+, SEOmoz, Social Media, Pinterest, Social Media Marketing, Public Relations, Press Releases, Facebook, New Media, Advertising, Integrated Marketing, Email Marketing, Social Networking, Marketing, Entrepreneurship, Marketing Communications, Blogging, Journalism, Event Planning, SEO, Public Speaking
Education
West Virginia University 2010 — 2012
M.S., Integrated Marketing Communications
Penn State University 2004 — 2008
Bachelor of Arts, Public Relations, French, International Studies
IES 2007 — 2007
Bachelor of Arts, French and Francophone Studies
Brock Beauty Inc August 2015 - Present
Nadorlik & Co. September 2011 - Present
Mount Aloysius College November 2013 - Present
Pennsylvania State University June 2013 - April 2015
Unique Venues September 2010 - October 2011
Cambria County Transit Authority May 2008 - September 2010
AXA Equitable June 2008 - August 2008
Democratie en France October 2007 - December 2007
Skills
Google+, SEOmoz, Social Media, Pinterest, Social Media Marketing, Public Relations, Press Releases, Facebook, New Media, Advertising, Integrated Marketing, Email Marketing, Social Networking, Marketing, Entrepreneurship, Marketing Communications, Blogging, Journalism, Event Planning, SEO, Public Speaking
Education
West Virginia University 2010 — 2012
M.S., Integrated Marketing Communications
Penn State University 2004 — 2008
Bachelor of Arts, Public Relations, French, International Studies
IES 2007 — 2007
Bachelor of Arts, French and Francophone Studies
Cody Pannella Cody Pannella's AXA Equitable Experience September 2011 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
Justin Veras, MBA Justin Veras, MBA's AXA Equitable Experience March 2012 - May 2013
Job Advisor Services Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners March 2015 - Present
Forethought Financial Group, Inc. May 2013 - Present
AXA Equitable March 2012 - May 2013
Apple January 2012 - March 2012
AXA Equitable September 2008 - March 2012
Travelers Company March 2008 - September 2008
Skills
Strategic Planning, Marketing, Risk Management, Web Design, Website Development, Web Project Management, Web Content, Email Marketing, HTML emails, Email Hosting, Leadership, Content Management, Insurance
Education
Post University 2008 — 2010
Master's, Business Administration
The University of Connecticut 2001 — 2005
Bachelor's of Arts, English
St Paul 1996 — 2001
Symmetry Partners March 2015 - Present
Forethought Financial Group, Inc. May 2013 - Present
AXA Equitable March 2012 - May 2013
Apple January 2012 - March 2012
AXA Equitable September 2008 - March 2012
Travelers Company March 2008 - September 2008
Skills
Strategic Planning, Marketing, Risk Management, Web Design, Website Development, Web Project Management, Web Content, Email Marketing, HTML emails, Email Hosting, Leadership, Content Management, Insurance
Education
Post University 2008 — 2010
Master's, Business Administration
The University of Connecticut 2001 — 2005
Bachelor's of Arts, English
St Paul 1996 — 2001
Angelica Cianni Villopoto, CPA Angelica Cianni Villopoto, CPA's AXA Equitable Experience February 2010 - July 2011
Job Senior Manager, External Reporting at Zoetis
Industry Accounting
Experience
Zoetis October 2013 - Present
Zoetis February 2013 - October 2013
CR Bard July 2011 - February 2013
AXA Equitable February 2010 - July 2011
PricewaterhouseCoopers September 2005 - January 2010
Bradley Pharmaceuticals January 2001 - September 2005
Skills
Internal Controls, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Analysis
Education
Pace University 2000 — 2005
BBA/MBA, Public Accounting
Zoetis October 2013 - Present
Zoetis February 2013 - October 2013
CR Bard July 2011 - February 2013
AXA Equitable February 2010 - July 2011
PricewaterhouseCoopers September 2005 - January 2010
Bradley Pharmaceuticals January 2001 - September 2005
Skills
Internal Controls, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Analysis
Education
Pace University 2000 — 2005
BBA/MBA, Public Accounting
David Kennon's AXA Equitable Experience January 2002 - November 2009
Job Managing Partner of Gulf Coast Wealth Advisors
Industry Financial Services
Experience
Gulf Coast Wealth Advisors January 2010 - Present
AXA Equitable January 2002 - November 2009
Skills
Wealth Management, Asset Managment, Retirement Planning, Insurance, Retirement, Fixed Annuities, Life Insurance, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Estate Planning, Financial Services, Term Life Insurance, Finance, Strategic Planning, Equities
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Education
Gulf Coast Wealth Advisors January 2010 - Present
AXA Equitable January 2002 - November 2009
Skills
Wealth Management, Asset Managment, Retirement Planning, Insurance, Retirement, Fixed Annuities, Life Insurance, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Estate Planning, Financial Services, Term Life Insurance, Finance, Strategic Planning, Equities
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Education
Gina D'Alessandro Gina D'Alessandro's AXA Equitable Experience March 2007 - October 2007
Job Regional Director at MidAmerica Financial
Industry Financial Services
Experience
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Richard A. Weimert, CFP®'s AXA Equitable Experience May 1998 - January 1999
Job at
Industry Financial Services
Experience
Beacon Financial Planners LLC February 2004 - October 2009
AXA Equitable May 1998 - January 1999
Becton Dickinson October 1989 - June 1997
Kraft General Foods February 1979 - June 1989
Unilever Bestfoods January 1974 - February 1979
Mobil Oil June 1968 - August 1972
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA, Corporate Finance
Penn State University 1964 — 1968
BS, Chemical Engineering
Beacon Financial Planners LLC February 2004 - October 2009
AXA Equitable May 1998 - January 1999
Becton Dickinson October 1989 - June 1997
Kraft General Foods February 1979 - June 1989
Unilever Bestfoods January 1974 - February 1979
Mobil Oil June 1968 - August 1972
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA, Corporate Finance
Penn State University 1964 — 1968
BS, Chemical Engineering
Jacob Pusateri Jacob Pusateri's AXA Equitable Experience June 2011 - January 2012
Job Financial Analyst at Citi
Industry Banking
Experience
Citi April 2012 - Present
AXA Equitable June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Accounting
Education
Penn State University 2008 — 2011
Bachelor of Science (B.S.), Economics
Citi April 2012 - Present
AXA Equitable June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Accounting
Education
Penn State University 2008 — 2011
Bachelor of Science (B.S.), Economics
Harry Gutierrez Harry Gutierrez's AXA Equitable Experience November 2009 - June 2013
Job Talent Acquisition Partner at Brown Brothers Harriman supporting Audit/Compliance/Controllers
Industry Staffing and Recruiting
Experience
Brown Brothers Harriman June 2015 - Present
KellyOCG June 2014 - May 2015
allegistalent2 for HSBC July 2013 - June 2014
AXA Equitable November 2009 - June 2013
Deutsche Bank July 2007 - November 2008
RemX Financial Staffing 2006 - 2007
Response Companies 2003 - 2006
Skills
Full-cycle Recruiting, Direct Sourcing, Executive Search, Talent Acquisition, Salary Negotiation, Sourcing, Benefits Negotiation, SDLC, Job Descriptions, Management, Recruiting, Onboarding, Talent Management, Technical Recruiting, Interviews, Consulting, Applicant Tracking..., Internet Recruiting, Outsourcing
Education
Penn State University 1992 — 1997
B.S., Administration of Justice
Brown Brothers Harriman June 2015 - Present
KellyOCG June 2014 - May 2015
allegistalent2 for HSBC July 2013 - June 2014
AXA Equitable November 2009 - June 2013
Deutsche Bank July 2007 - November 2008
RemX Financial Staffing 2006 - 2007
Response Companies 2003 - 2006
Skills
Full-cycle Recruiting, Direct Sourcing, Executive Search, Talent Acquisition, Salary Negotiation, Sourcing, Benefits Negotiation, SDLC, Job Descriptions, Management, Recruiting, Onboarding, Talent Management, Technical Recruiting, Interviews, Consulting, Applicant Tracking..., Internet Recruiting, Outsourcing
Education
Penn State University 1992 — 1997
B.S., Administration of Justice
Michael Vandegrift Michael Vandegrift's AXA Equitable Experience May 2012 - March 2013
Job Technical Recruiter at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems September 2015 - Present
AXA Equitable May 2012 - March 2013
Skills
Market Planning, Sales, Sales Management, Financial Analysis, Financial Modeling, Financial Risk, Strategic Financial..., Marketing Research, Direct Sales, Sales Presentations, Management
Education
Penn State University 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Widener University
TEKsystems September 2015 - Present
AXA Equitable May 2012 - March 2013
Skills
Market Planning, Sales, Sales Management, Financial Analysis, Financial Modeling, Financial Risk, Strategic Financial..., Marketing Research, Direct Sales, Sales Presentations, Management
Education
Penn State University 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Widener University
Pedro J Lander Lutz's AXA Equitable Experience August 1990 - March 1993
Job Business Account Executive at Comcast
Industry Telecommunications
Experience
Comcast September 2011 - Present
Utility Trailer Sales & Leasing July 2006 - October 2010
Darling International October 2001 - June 2005
Las Olas Resort April 1993 - July 2001
AXA Equitable August 1990 - March 1993
Skills
Account Management, Telecommunications, Customer Service, Cold Calling, New Business Development, Sales Management, Broadband, Customer Retention, Direct Sales, Sales Operations, Business, Cable Television, Solution Selling, Salesforce.com, Sales, Sales Presentations, Product Marketing
Education
Nova Southeastern University 1989 — 1991
Master's degree, Business Administration Specialization in International Business
Comcast September 2011 - Present
Utility Trailer Sales & Leasing July 2006 - October 2010
Darling International October 2001 - June 2005
Las Olas Resort April 1993 - July 2001
AXA Equitable August 1990 - March 1993
Skills
Account Management, Telecommunications, Customer Service, Cold Calling, New Business Development, Sales Management, Broadband, Customer Retention, Direct Sales, Sales Operations, Business, Cable Television, Solution Selling, Salesforce.com, Sales, Sales Presentations, Product Marketing
Education
Nova Southeastern University 1989 — 1991
Master's degree, Business Administration Specialization in International Business
Emily LeClair Emily LeClair's AXA Equitable Experience June 2004 - February 2015
Job Axa Equitable Accounting Team Lead
Industry Insurance
Experience
MetLife July 2015 - Present
AXA Equitable June 2004 - February 2015
Skills
Process Improvement, Insurance, Life Insurance, Customer Service, Leadership, Microsoft Office, Management, Analysis
Education
Ocean County College
MetLife July 2015 - Present
AXA Equitable June 2004 - February 2015
Skills
Process Improvement, Insurance, Life Insurance, Customer Service, Leadership, Microsoft Office, Management, Analysis
Education
Ocean County College
Dan Reale's AXA Equitable Experience March 1988 - December 1991
Job Global IT Infrastructure Manager VP at The Navigators Group, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. October 1999 - Present
GenRe October 1996 - October 1999
General Reinsurance October 1996 - October 1999
National Reinsurance Corporation December 1991 - October 1996
AXA Equitable March 1988 - December 1991
Skills
IT Strategy, Software Development, Information Technology, Property & Casualty..., Technical Support, Underwriting, Leadership, Reinsurance, SQL, Insurance, Business Analysis, SDLC, Risk Management, Vendor Management
Education
Pace University 1982 — 1986
BBA, Management Information Systems
The Navigators Group, Inc. October 1999 - Present
GenRe October 1996 - October 1999
General Reinsurance October 1996 - October 1999
National Reinsurance Corporation December 1991 - October 1996
AXA Equitable March 1988 - December 1991
Skills
IT Strategy, Software Development, Information Technology, Property & Casualty..., Technical Support, Underwriting, Leadership, Reinsurance, SQL, Insurance, Business Analysis, SDLC, Risk Management, Vendor Management
Education
Pace University 1982 — 1986
BBA, Management Information Systems
Helena Chetakov's AXA Equitable Experience May 2000 - February 2007
Job Supervisory officer at First Montauk Financial
Industry Financial Services
Experience
First Montauk Financial Supervisory OfficerMontauk Financial Group2007 - Present
AXA Equitable May 2000 - February 2007
The MONY Group 2000 - 2005
Education
Pace University
First Montauk Financial Supervisory OfficerMontauk Financial Group2007 - Present
AXA Equitable May 2000 - February 2007
The MONY Group 2000 - 2005
Education
Pace University
Alena Orlova, CPA's AXA Equitable Experience September 2007 - Present
Job Director Investment reporting/Asset Management at AXA Equitable
Industry Accounting
Experience
AXA Equitable September 2007 - Present
AXA Equitable September 2005 - July 2007
Grant Thornton October 2003 - September 2005
Skills
Financial Reporting, Due Diligence, Internal Controls, Financial Risk
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Public Accounting
AXA Equitable September 2007 - Present
AXA Equitable September 2005 - July 2007
Grant Thornton October 2003 - September 2005
Skills
Financial Reporting, Due Diligence, Internal Controls, Financial Risk
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Public Accounting
David SooHoo's AXA Equitable Experience April 2013 - Present
Job Employer Sponsored Product Design Director at AXA Equitable
Industry Insurance
Experience
AXA Equitable April 2013 - Present
AXA Equitable July 2011 - April 2013
AXA Equitable August 2008 - July 2011
AXA Equitable July 2001 - August 2008
Skills
SDLC, Six Sigma, Process Improvement, Systems Analysis, Visio, Business Analysis, Requirements Gathering, Business Process..., Vendor Management
Education
Pace University 1998 — 2001
Bachelor of Business Administration (BBA)
AXA Equitable April 2013 - Present
AXA Equitable July 2011 - April 2013
AXA Equitable August 2008 - July 2011
AXA Equitable July 2001 - August 2008
Skills
SDLC, Six Sigma, Process Improvement, Systems Analysis, Visio, Business Analysis, Requirements Gathering, Business Process..., Vendor Management
Education
Pace University 1998 — 2001
Bachelor of Business Administration (BBA)
Versini, Fabienne's AXA Equitable Experience April 2005 - Present
Job Administrative Sales Assistant at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2005 - Present
Miro, Weiner & Kramer August 1999 - December 2004
Skills
Assisting, Organizing, Achieving Results
Education
Oakland Community College 1996 — 1998
Business Administration, Associates Degree
AXA Equitable April 2005 - Present
Miro, Weiner & Kramer August 1999 - December 2004
Skills
Assisting, Organizing, Achieving Results
Education
Oakland Community College 1996 — 1998
Business Administration, Associates Degree
Robert Prall, ChFC's AXA Equitable Experience May 1995 - February 1999
Job at Rx Investment Solutions, LLC
Industry Investment Management
Experience
Rx Investment Solutions, LLC September 2008 - Present
Meridian Financial Group, Inc. February 1999 - August 2008
AIG Financial Advisors, Inc. February 1999 - August 2008
AXA Equitable May 1995 - February 1999
Demark Mortgage June 1993 - July 1994
Evergreen International Airlines August 1990 - June 1993
Skills
Qualified Retirement..., Alternative Investments, Mutual Funds, Investments, Series 7, Individual Retirement..., Life Insurance, Estate Planning, Momentum Investing..., ETFs
Education
Portland State University - School of Business 1988 — 1990
Bachelors, Finance-Law/Accounting
The American College 1998 — 2000
Chartered Financial Consultant, Risk managment, trust structure, estate planning
Rx Investment Solutions, LLC September 2008 - Present
Meridian Financial Group, Inc. February 1999 - August 2008
AIG Financial Advisors, Inc. February 1999 - August 2008
AXA Equitable May 1995 - February 1999
Demark Mortgage June 1993 - July 1994
Evergreen International Airlines August 1990 - June 1993
Skills
Qualified Retirement..., Alternative Investments, Mutual Funds, Investments, Series 7, Individual Retirement..., Life Insurance, Estate Planning, Momentum Investing..., ETFs
Education
Portland State University - School of Business 1988 — 1990
Bachelors, Finance-Law/Accounting
The American College 1998 — 2000
Chartered Financial Consultant, Risk managment, trust structure, estate planning
Alla Maksumov's AXA Equitable Experience January 2007 - June 2007
Job tax accountant/auditor
Industry Financial Services
Experience
Deloitte & Touche September 2007 - January 2009
AXA Equitable January 2007 - June 2007
Deloitte & Touche June 2005 - August 2005
Altria Corporate Services November 2004 - May 2005
Skills
Sarbanes-Oxley Act, Auditing
Education
Pace University - Lubin School of Business 2002 — 2006
BBA/MBA, Public Accounting
Deloitte & Touche September 2007 - January 2009
AXA Equitable January 2007 - June 2007
Deloitte & Touche June 2005 - August 2005
Altria Corporate Services November 2004 - May 2005
Skills
Sarbanes-Oxley Act, Auditing
Education
Pace University - Lubin School of Business 2002 — 2006
BBA/MBA, Public Accounting
Lisa Toback Sobieri's AXA Equitable Experience August 2000 - November 2006
Job Executive Advisor, Executive Programs at Gartner, Inc
Industry Information Technology and Services
Experience
Gartner November 2006 - Present
AXA Equitable August 2000 - November 2006
Hyperion Software March 1998 - June 2000
3M Health Information Systems July 1995 - March 1998
Education
Rensselaer Polytechnic Institute 1993 — 1996
Masters, Computer Science
Pennsylvania State University 1983 — 1987
BS, Finance
Gartner November 2006 - Present
AXA Equitable August 2000 - November 2006
Hyperion Software March 1998 - June 2000
3M Health Information Systems July 1995 - March 1998
Education
Rensselaer Polytechnic Institute 1993 — 1996
Masters, Computer Science
Pennsylvania State University 1983 — 1987
BS, Finance
Lina Too's AXA Equitable Experience October 2008 - Present
Job Senior Manager Business Analyst at AXA
Industry Financial Services
Experience
AXA Equitable October 2008 - Present
AXA Equitable August 2005 - September 2008
Interfor, Inc June 2001 - August 2004
Skills
SDLC, Business Analysis, Excel, PowerPoint, Word, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Excel, Visio, Financial Services, Microsoft Word, Analysis, Business Process..., Management, PeopleSoft, Process Improvement, Program Management, Risk Management, Software Project..., Vendor Management
Education
Pace University 2001 — 2005
BA, Information Systems Management, International Management - Asia
AXA Equitable October 2008 - Present
AXA Equitable August 2005 - September 2008
Interfor, Inc June 2001 - August 2004
Skills
SDLC, Business Analysis, Excel, PowerPoint, Word, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Excel, Visio, Financial Services, Microsoft Word, Analysis, Business Process..., Management, PeopleSoft, Process Improvement, Program Management, Risk Management, Software Project..., Vendor Management
Education
Pace University 2001 — 2005
BA, Information Systems Management, International Management - Asia
David Margulis, CISSP's AXA Equitable Experience April 1986 - December 2008
Job President at Marav Information Systems & Security
Industry Information Technology and Services
Experience
Marav Information Systems & Security 2010 - Present
AXA Equitable April 1986 - December 2008
Chase Manhattan Bank 1982 - 1986
Skills
SDLC, IT Strategy, Vendor Management, Program Management, Disaster Recovery, Software Project..., Governance, Requirements Analysis, Business Analysis, Solution Architecture, IT Management, Enterprise Architecture, Risk Management, ITIL, Project Portfolio..., Security, PMO, Data Center, Requirements Gathering, SOA, Process Improvement, Project Management, PMP, Integration, Visio, Outsourcing, Business Process..., Business Process, Information Technology, Networking
Education
Pace University
BBA, Magna Cum Laude, Information Science
Marav Information Systems & Security 2010 - Present
AXA Equitable April 1986 - December 2008
Chase Manhattan Bank 1982 - 1986
Skills
SDLC, IT Strategy, Vendor Management, Program Management, Disaster Recovery, Software Project..., Governance, Requirements Analysis, Business Analysis, Solution Architecture, IT Management, Enterprise Architecture, Risk Management, ITIL, Project Portfolio..., Security, PMO, Data Center, Requirements Gathering, SOA, Process Improvement, Project Management, PMP, Integration, Visio, Outsourcing, Business Process..., Business Process, Information Technology, Networking
Education
Pace University
BBA, Magna Cum Laude, Information Science
Gregory Makofske's AXA Equitable Experience May 2008 - August 2008
Job Business Banking Officer at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Bank of America July 2011 - October 2012
TD Bank Group January 2010 - July 2011
MetLife August 2008 - January 2010
AXA Equitable May 2008 - August 2008
JP Morgan Chase February 2007 - May 2008
Skills
Credit, Banking, Portfolio Management, Investments, Retail Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Retirement Planning, Wealth Management, Mutual Funds, Lines Of Credit, Credit Analysis, Leadership, New Business Development, Small Business, Business Strategy, SBA 504, SBA, Business Analysis, Business Planning, Business Process..., Equipment Loans, Commercial Leasing
Education
NYU School of Professional Studies
Commercial Credit Certification, Accounting and Finance
State University of New York College at Old Westbury 2003 — 2007
Bachelor of Science (B.S.), Marketing
Citi October 2012 - Present
Bank of America July 2011 - October 2012
TD Bank Group January 2010 - July 2011
MetLife August 2008 - January 2010
AXA Equitable May 2008 - August 2008
JP Morgan Chase February 2007 - May 2008
Skills
Credit, Banking, Portfolio Management, Investments, Retail Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Retirement Planning, Wealth Management, Mutual Funds, Lines Of Credit, Credit Analysis, Leadership, New Business Development, Small Business, Business Strategy, SBA 504, SBA, Business Analysis, Business Planning, Business Process..., Equipment Loans, Commercial Leasing
Education
NYU School of Professional Studies
Commercial Credit Certification, Accounting and Finance
State University of New York College at Old Westbury 2003 — 2007
Bachelor of Science (B.S.), Marketing
Paul Lowenberg's AXA Equitable Experience September 2005 - May 2011
Job Manager Financial Controls
Industry Insurance
Experience
AIG April 2013 - Present
Ernst & Young May 2011 - April 2013
AXA-Equitable September 2005 - May 2011
Ernst & Young February 2001 - September 2005
Memorial Sloan-Kettering Cancer Center July 1996 - February 2001
Skills
Risk Assessment, IT Audit, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, COSO, Accounting, Enterprise Risk..., Auditing, CISA, Business Analysis, Sarbanes-Oxley, External Audit, Project Management
Education
Pace University - Lubin School of Business 1999 — 2004
MBA, Information Systems
Pace University - Lubin School of Business 1992 — 1996
BBA, Business Management
AIG April 2013 - Present
Ernst & Young May 2011 - April 2013
AXA-Equitable September 2005 - May 2011
Ernst & Young February 2001 - September 2005
Memorial Sloan-Kettering Cancer Center July 1996 - February 2001
Skills
Risk Assessment, IT Audit, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, COSO, Accounting, Enterprise Risk..., Auditing, CISA, Business Analysis, Sarbanes-Oxley, External Audit, Project Management
Education
Pace University - Lubin School of Business 1999 — 2004
MBA, Information Systems
Pace University - Lubin School of Business 1992 — 1996
BBA, Business Management
Bob Kuba's AXA Equitable Experience 1996 - 1997
Job Consultant Project Manager / BA
Industry Financial Services
Experience
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Amy Fucci's AXA Equitable Experience March 2009 - Present
Job HR Business Partner at Continental
Industry Insurance
Experience
Continental April 2014 - Present
AXA Equitable March 2009 - Present
AXA.US March 2009 - February 2014
Vertis, Inc. September 1999 - March 2009
Vertis Communications September 1999 - March 2009
Vertis., Inc September 1999 - March 2009
Skills
Employee Benefits, Performance Management, Recruiting, Process Improvement, Succession Planning, Onboarding, Leadership Development, Coaching, Employee Engagement, Change Management, Employee Relations, Workforce Planning, Benefits Administration
Education
Pfeiffer University 2000 — 2002
Master's degree, Organizational Leadership
SUNY Plattsburgh 1990 — 1996
Bachelor of Arts (B.A.), Sociology
Continental April 2014 - Present
AXA Equitable March 2009 - Present
AXA.US March 2009 - February 2014
Vertis, Inc. September 1999 - March 2009
Vertis Communications September 1999 - March 2009
Vertis., Inc September 1999 - March 2009
Skills
Employee Benefits, Performance Management, Recruiting, Process Improvement, Succession Planning, Onboarding, Leadership Development, Coaching, Employee Engagement, Change Management, Employee Relations, Workforce Planning, Benefits Administration
Education
Pfeiffer University 2000 — 2002
Master's degree, Organizational Leadership
SUNY Plattsburgh 1990 — 1996
Bachelor of Arts (B.A.), Sociology
Reza Ahmadian's AXA Equitable Experience 2014 - 2014
Job Sr. Programmer Analyst at FedEx Freight
Industry Information Technology and Services
Experience
FedEx Freight Sr. Programmer AnalystFedEx Freight System2003 - Present
AXA Equitable 2014 - 2014
Viking Freight March 1996 - August 2002
Applied Communications Inc March 1995 - March 1996
Mirage Resorts Inc. 1992 - March 1995
Skills
DB2, SQL, SDLC
Education
Oklahoma State University 1982 — 1984
B.S., Computer Science
University of California, San Diego 1981 — 1982
Computer Science
Northern Oklahoma College 1979 — 1981
A.S., Computer Science
FedEx Freight Sr. Programmer AnalystFedEx Freight System2003 - Present
AXA Equitable 2014 - 2014
Viking Freight March 1996 - August 2002
Applied Communications Inc March 1995 - March 1996
Mirage Resorts Inc. 1992 - March 1995
Skills
DB2, SQL, SDLC
Education
Oklahoma State University 1982 — 1984
B.S., Computer Science
University of California, San Diego 1981 — 1982
Computer Science
Northern Oklahoma College 1979 — 1981
A.S., Computer Science
Irina Elegudova's AXA Equitable Experience 2009 - Present
Job Director Expense Management at AXA Equitable
Industry Financial Services
Experience
AXA Equitable 2009 - Present
Bear Stearns July 2000 - December 2008
Rubin & Katz LLP October 1998 - May 2000
KPMG Peat Marwick February 1997 - September 1998
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
AXA Equitable 2009 - Present
Bear Stearns July 2000 - December 2008
Rubin & Katz LLP October 1998 - May 2000
KPMG Peat Marwick February 1997 - September 1998
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
Craig North, CMFC, CFP®'s AXA Equitable Experience December 2002 - June 2003
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
Patricia Moy's AXA Equitable Experience February 2010 - July 2011
Job Assistant Vice President, Equity Portfolio Management Group
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
AB July 2011 - January 2014
AXA Equitable February 2010 - July 2011
Frisch Financial Group July 2008 - February 2010
Skills
Asset Management, Investments, Wealth Management, Financial Services, Investment Management, Equities, Value Investing, Portfolio Management, Mutual Funds
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Peking University 2006 — 2006
Chinese, Chinese Language
AllianceBernstein January 2014 - Present
AB July 2011 - January 2014
AXA Equitable February 2010 - July 2011
Frisch Financial Group July 2008 - February 2010
Skills
Asset Management, Investments, Wealth Management, Financial Services, Investment Management, Equities, Value Investing, Portfolio Management, Mutual Funds
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Peking University 2006 — 2006
Chinese, Chinese Language
Frank Fortunato's AXA Equitable Experience 1985 - 1999
Job Senior Analyst Regulatory Financial Reporting at National Grid
Industry Financial Services
Experience
National Grid May 2014 - Present
NYC Department of Education December 2011 - March 2014
HSBC Private Bank April 2004 - November 2011
Securities Industry Automation Corporation (NYSE & AMEX) August 1999 - December 2003
AXA Equitable 1985 - 1999
Skills
Financial Analysis, Planning, Forecasting, Business Strategy, Process Improvement, Project Planning, Analysis, Asset Managment, Risk Management, Management, Wealth Management, Business Planning, Budgets, Financial Modeling, Investments, Finance, Banking, Financial Reporting, Financial Risk, Accounting, Insurance, Credit, Asset Management, Fixed Income, Business Analysis, Financial Services, Portfolio Management, Corporate Finance, Equities
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems
National Grid May 2014 - Present
NYC Department of Education December 2011 - March 2014
HSBC Private Bank April 2004 - November 2011
Securities Industry Automation Corporation (NYSE & AMEX) August 1999 - December 2003
AXA Equitable 1985 - 1999
Skills
Financial Analysis, Planning, Forecasting, Business Strategy, Process Improvement, Project Planning, Analysis, Asset Managment, Risk Management, Management, Wealth Management, Business Planning, Budgets, Financial Modeling, Investments, Finance, Banking, Financial Reporting, Financial Risk, Accounting, Insurance, Credit, Asset Management, Fixed Income, Business Analysis, Financial Services, Portfolio Management, Corporate Finance, Equities
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems
Howard Tyke Beard's AXA Equitable Experience May 2009 - February 2011
Job Client Server Specialist Technology Deployment Team Lead
Industry Information Technology and Services
Experience
AXA Tech February 2011 - Present
Living For Moments Photography October 2010 - Present
AXA Equitable May 2009 - February 2011
VITEC Solutions, formerly IKON Technology Services AKA Command Services October 1997 - May 2009
General Heating & Supply, Inc April 1996 - September 1997
Michel Co., Inc March 1992 - February 1996
Austin General Heating Co., Inc January 1990 - February 1992
Skills
Servers, Group Policy, Active Directory, VMware, Windows Server, VMware ESX, Software Installation, Software Documentation, Hardware, Networking, Troubleshooting, Technical Support, System Deployment, Windows, Operating Systems, System Administration, Computer Hardware, Windows XP, Root Cause Analysis, Server Architecture, Windows 7, VMware Infrastructure, IIS, Server Consolidation, Deployment, XP, Windows Server 2003, Windows Server 2008, Cloud Computing, Hyper-V, Disaster Recovery, Virtual Machine Manager, System Center Products, Bladelogic Server...
Education
Onondaga Community College 2011 — 2018
Photography
Cayuga Community College 2004 — 2010
Associates, Computer Science
Jefferson High School
AXA Tech February 2011 - Present
Living For Moments Photography October 2010 - Present
AXA Equitable May 2009 - February 2011
VITEC Solutions, formerly IKON Technology Services AKA Command Services October 1997 - May 2009
General Heating & Supply, Inc April 1996 - September 1997
Michel Co., Inc March 1992 - February 1996
Austin General Heating Co., Inc January 1990 - February 1992
Skills
Servers, Group Policy, Active Directory, VMware, Windows Server, VMware ESX, Software Installation, Software Documentation, Hardware, Networking, Troubleshooting, Technical Support, System Deployment, Windows, Operating Systems, System Administration, Computer Hardware, Windows XP, Root Cause Analysis, Server Architecture, Windows 7, VMware Infrastructure, IIS, Server Consolidation, Deployment, XP, Windows Server 2003, Windows Server 2008, Cloud Computing, Hyper-V, Disaster Recovery, Virtual Machine Manager, System Center Products, Bladelogic Server...
Education
Onondaga Community College 2011 — 2018
Photography
Cayuga Community College 2004 — 2010
Associates, Computer Science
Jefferson High School
Michael Geringer, LUTCF's AXA Equitable Experience October 1990 - October 1998
Job Annuity Marketing Director at GBS Insurance and Financial Services, Inc.
Industry Insurance
Experience
GBS Insurance and Financial Services, Inc. October 2000 - Present
AXA Equitable October 1990 - October 1998
EMECO INC January 1982 - October 1990
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Estate Planning, Critical Illness, Financial Services, Underwriting, Term Life Insurance, Retirement Planning, Sales, Selling, Long-term Care, Finance, Insurance, Variable Annuities, Marketing
Education
Pierce College 1975 — 1977
Business
GBS Insurance and Financial Services, Inc. October 2000 - Present
AXA Equitable October 1990 - October 1998
EMECO INC January 1982 - October 1990
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Estate Planning, Critical Illness, Financial Services, Underwriting, Term Life Insurance, Retirement Planning, Sales, Selling, Long-term Care, Finance, Insurance, Variable Annuities, Marketing
Education
Pierce College 1975 — 1977
Business
Lee Burach's AXA Equitable Experience August 1994 - June 2004
Job RealtorAssociate at Weichert Realtors Manalapan/Marlboro NJ
Industry Real Estate
Experience
Weichert Realtors June 2004 - Present
AXA Equitable August 1994 - June 2004
David Warren/DW3 1982 - 1992
Skills
Sellers, Real Estate Transactions, Real Estate, Investment Properties, First Time Home Buyers, Buyer Representation, New Home Sales, Listings, Condos, Real Estate Development, Townhomes, Short Sales, Relocation, Referrals, Single Family Homes, Buyers, Foreclosures, New Homes
Education
Pace University 1968 — 1972
BA, History
Weichert Realtors June 2004 - Present
AXA Equitable August 1994 - June 2004
David Warren/DW3 1982 - 1992
Skills
Sellers, Real Estate Transactions, Real Estate, Investment Properties, First Time Home Buyers, Buyer Representation, New Home Sales, Listings, Condos, Real Estate Development, Townhomes, Short Sales, Relocation, Referrals, Single Family Homes, Buyers, Foreclosures, New Homes
Education
Pace University 1968 — 1972
BA, History
Anatoliy Voynarovskiy's AXA Equitable Experience March 2007 - June 2011
Job Vice President at Bank of New York Mellon, Corporate Trust Services
Industry Accounting
Experience
Bank of New York Mellon, Corporate Trust Services June 2011 - Present
AXA Equitable March 2007 - June 2011
Ernst & Young 2003 - 2007
American International Group 2001 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., AML, Accounting, Certified Fraud Examiner, Financial Analysis, Financial Risk, Financial Reporting, Auditing, Fraud, GAAP, IT Audit, SEC filings, Sarbanes-Oxley, Risk Management, Risk Assessment, Operational Risk..., Internal Audit
Education
Pace University
Bank of New York Mellon, Corporate Trust Services June 2011 - Present
AXA Equitable March 2007 - June 2011
Ernst & Young 2003 - 2007
American International Group 2001 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., AML, Accounting, Certified Fraud Examiner, Financial Analysis, Financial Risk, Financial Reporting, Auditing, Fraud, GAAP, IT Audit, SEC filings, Sarbanes-Oxley, Risk Management, Risk Assessment, Operational Risk..., Internal Audit
Education
Pace University
Susan Barnwell's AXA Equitable Experience February 1997 - March 2011
Job Retired
Industry Insurance
Experience
Retired April 2015 - Present
iTrust Advisors LLC February 2012 - April 2015
iTrust Advisors LLC March 2011 - February 2012
AXA Equitable February 1997 - March 2011
Skills
Life Insurance
Education
American School in Japan 1967 — 1969
High School
Onondaga Community College
AA, Humanities
Retired April 2015 - Present
iTrust Advisors LLC February 2012 - April 2015
iTrust Advisors LLC March 2011 - February 2012
AXA Equitable February 1997 - March 2011
Skills
Life Insurance
Education
American School in Japan 1967 — 1969
High School
Onondaga Community College
AA, Humanities
Michael Falconcino's AXA Equitable Experience January 2010 - January 2014
Job Senior Auditor Technology Audit at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
AXA Equitable January 2010 - January 2014
American Express January 2008 - July 2009
American Express June 2006 - December 2007
American Express October 2004 - June 2006
American Express November 2000 - October 2004
American Express July 1997 - November 2000
American Express December 1993 - July 1997
National Westminster Bank July 1982 - December 1993
Skills
B2B, Financial Services, Vendor Management, User Acceptance Testing, Risk Management, Process Improvement, Strategy, Insurance, Service Delivery, Business Process, Financial Reporting, Auditing, Internal Audit, Investments, SDLC, Credit Cards, Budgets, Sarbanes-Oxley Act, Networking, Business Process..., Banking, Operational Risk..., Internal Controls, Six Sigma, Management, Business Development, Policy, Sarbanes-Oxley, Credit, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Analysis, Strategic Financial..., Asset Management, Risk Assessment, Business Analysis, Executive Management, Product Development, Financial Statement..., Enterprise Risk..., Enterprise Software, Strategic Planning, Commercial Banking, Forecasting, Change Management, Testing, Finance, Advertising
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Corporate Financial Management
Saint Peter's University 1976 — 1980
Bachelor of Science, Accountacy with minor in Economics
AIG January 2014 - Present
AXA Equitable January 2010 - January 2014
American Express January 2008 - July 2009
American Express June 2006 - December 2007
American Express October 2004 - June 2006
American Express November 2000 - October 2004
American Express July 1997 - November 2000
American Express December 1993 - July 1997
National Westminster Bank July 1982 - December 1993
Skills
B2B, Financial Services, Vendor Management, User Acceptance Testing, Risk Management, Process Improvement, Strategy, Insurance, Service Delivery, Business Process, Financial Reporting, Auditing, Internal Audit, Investments, SDLC, Credit Cards, Budgets, Sarbanes-Oxley Act, Networking, Business Process..., Banking, Operational Risk..., Internal Controls, Six Sigma, Management, Business Development, Policy, Sarbanes-Oxley, Credit, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Analysis, Strategic Financial..., Asset Management, Risk Assessment, Business Analysis, Executive Management, Product Development, Financial Statement..., Enterprise Risk..., Enterprise Software, Strategic Planning, Commercial Banking, Forecasting, Change Management, Testing, Finance, Advertising
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Corporate Financial Management
Saint Peter's University 1976 — 1980
Bachelor of Science, Accountacy with minor in Economics
Tom deFressine's AXA Equitable Experience October 2006 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
Prudential Financial October 2011 - October 2014
Prudential Financial June 2010 - October 2011
AXA Equitable October 2006 - December 2009
AXA Equitable April 2005 - October 2006
AXA Equitable July 2002 - April 2005
Skills
Investments, 401k, Retirement, Mutual Funds, Fixed Annuities, Stable Value, Pension Risk Transfer, Financial Services, Pensions, Series 7, Employee Benefits, Defined Contribution, FINRA, Retirement Planning, Securities
Education
Pace University 1998 — 2002
Bachelor of Arts, Psychology
Pace University
Prudential Financial October 2014 - Present
Prudential Financial October 2011 - October 2014
Prudential Financial June 2010 - October 2011
AXA Equitable October 2006 - December 2009
AXA Equitable April 2005 - October 2006
AXA Equitable July 2002 - April 2005
Skills
Investments, 401k, Retirement, Mutual Funds, Fixed Annuities, Stable Value, Pension Risk Transfer, Financial Services, Pensions, Series 7, Employee Benefits, Defined Contribution, FINRA, Retirement Planning, Securities
Education
Pace University 1998 — 2002
Bachelor of Arts, Psychology
Pace University
Jeffrey S. Hochberg's AXA Equitable Experience January 1987 - September 1989
Job Territory Manager at Century Pharmacy
Industry Hospital & Health Care
Experience
Century Pharmacy August 2014 - Present
Quest Diagnostics March 2012 - June 2014
Quest Diagnostics August 2011 - March 2012
AmeriPath June 2010 - July 2011
Pfizer June 2004 - April 2009
Pfizer December 1998 - June 2004
Centre Region Code Administration November 1997 - December 1998
H & A Strategic Planning/Just Cuts Barbershops September 1989 - November 1997
AXA Equitable January 1987 - September 1989
Emerson July 1984 - November 1986
Skills
Hospitals, Pharmaceutical Industry, Cardiology, Diabetes, Healthcare, Sales Operations, Oncology, Pharmaceutical Sales, Sales, Urology
Education
Fork Union Military Academy
Sergeant First Class
Penn State University
BS, Marketing
Century Pharmacy August 2014 - Present
Quest Diagnostics March 2012 - June 2014
Quest Diagnostics August 2011 - March 2012
AmeriPath June 2010 - July 2011
Pfizer June 2004 - April 2009
Pfizer December 1998 - June 2004
Centre Region Code Administration November 1997 - December 1998
H & A Strategic Planning/Just Cuts Barbershops September 1989 - November 1997
AXA Equitable January 1987 - September 1989
Emerson July 1984 - November 1986
Skills
Hospitals, Pharmaceutical Industry, Cardiology, Diabetes, Healthcare, Sales Operations, Oncology, Pharmaceutical Sales, Sales, Urology
Education
Fork Union Military Academy
Sergeant First Class
Penn State University
BS, Marketing
Murali Dharmavar's AXA Equitable Experience 2010 - 2011
Job SOA/BPM Technical Architect
Industry Information Technology and Services
Experience
Citigroup 2011 - Present
AXA-EQUITABLE 2010 - 2011
GeS 2009 - 2010
Chartis February 2007 - October 2009
Lord Abbett 2006 - 2007
Ernst & Young 2004 - 2006
Verizon Wireless 2002 - 2004
UBICS, Inc 2002 - 2004
Skills
ESB, IT Strategy, Enterprise Architecture, Solution Architecture, SDLC, SOA, Business Analysis, SQL
Education
Pace University
R. V. College of Engineering, Bangalore
Citigroup 2011 - Present
AXA-EQUITABLE 2010 - 2011
GeS 2009 - 2010
Chartis February 2007 - October 2009
Lord Abbett 2006 - 2007
Ernst & Young 2004 - 2006
Verizon Wireless 2002 - 2004
UBICS, Inc 2002 - 2004
Skills
ESB, IT Strategy, Enterprise Architecture, Solution Architecture, SDLC, SOA, Business Analysis, SQL
Education
Pace University
R. V. College of Engineering, Bangalore
Gene Burak's AXA Equitable Experience 1990 - 1992
Job Financial Consultant
Industry Accounting
Experience
Eugene D. Burak (self-employed) 2009 - 2012
Resources Global Professionals 2002 - 2009
Prudential Securities 1995 - 2002
AXA Equitable 1990 - 1992
Merrill Lynch 1976 - 1990
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Finance, Financial Accounting, General Ledger, Tax Preparation, Auditing, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
Bachelor of Science (B.S.), Accounting
Eugene D. Burak (self-employed) 2009 - 2012
Resources Global Professionals 2002 - 2009
Prudential Securities 1995 - 2002
AXA Equitable 1990 - 1992
Merrill Lynch 1976 - 1990
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Finance, Financial Accounting, General Ledger, Tax Preparation, Auditing, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
Bachelor of Science (B.S.), Accounting
Frank Masotto's AXA Equitable Experience April 2007 - September 2013
Job Regional Vice President at American General
Industry Financial Services
Experience
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
American General Life September 2013 - Present
AXA Equitable April 2007 - September 2013
MetLife Investors March 2005 - April 2007
AXA Distributors February 2000 - March 2005
Skills
Fixed Annuities, Life Insurance, Estate Planning, FINRA, Series 63, Series 6, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Mutual Funds, Series 7, Variable Annuities, Long-term Care, Financial Planning, Insurance, Investments, Salads
Education
Pfeiffer University 2000 — 2003
BS, Business Administration
Jon Lafever's AXA Equitable Experience September 2011 - February 2014
Job Financial Professional, Massmutual Michigan Metro
Industry Financial Services
Experience
AXA Equitable September 2011 - February 2014
Morgan Stanley Smith Barney August 2009 - September 2010
Courseco Inc April 2005 - August 2009
Skills
Estate Planning, Former Member PGA of..., Insurance, Securities, Series 66, Series 7, Retirement Planning, Retirement Income..., Wealth Accumulation, Wealth Management, 401k, Long Term Care, Investment Strategies, Asset Management, Defined Benefit, Fixed Income, Annuity, Annuities
Education
Athens HS
Oakland University
AXA Equitable September 2011 - February 2014
Morgan Stanley Smith Barney August 2009 - September 2010
Courseco Inc April 2005 - August 2009
Skills
Estate Planning, Former Member PGA of..., Insurance, Securities, Series 66, Series 7, Retirement Planning, Retirement Income..., Wealth Accumulation, Wealth Management, 401k, Long Term Care, Investment Strategies, Asset Management, Defined Benefit, Fixed Income, Annuity, Annuities
Education
Athens HS
Oakland University
Yuhong Xue's AXA Equitable Experience August 2012 - May 2013
Job Second Vice President and Actuary at Guardian Life
Industry Insurance
Experience
Guardian Life May 2013 - Present
AXA Equitable August 2012 - May 2013
Guardian Life January 2009 - August 2012
Towers Watson 2005 - 2008
Farmer's New World Life & Other 1996 - 2005
Education
University of Illinois at Urbana-Champaign 1992 — 1994
M.S., Mechanical Engineering
Peking University 1988 — 1992
B.S., Mechanics
Guardian Life May 2013 - Present
AXA Equitable August 2012 - May 2013
Guardian Life January 2009 - August 2012
Towers Watson 2005 - 2008
Farmer's New World Life & Other 1996 - 2005
Education
University of Illinois at Urbana-Champaign 1992 — 1994
M.S., Mechanical Engineering
Peking University 1988 — 1992
B.S., Mechanics
Noel Okosa's AXA Equitable Experience 2008 - Present
Job
Industry Financial Services
Experience
AXA-Equitable 2008 - Present
Skills
Research, Strategic Financial..., Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Finance, Business Analysis, Strategic Planning
Education
Pace University - Lubin School of Business 1983 — 1986
Master of Business Administration (MBA), Finance, General
Ramapo College of NJ 1980 — 1983
Bachelor of Science (BSc), Accounting, Minor- Management Information Systems
AXA-Equitable 2008 - Present
Skills
Research, Strategic Financial..., Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Finance, Business Analysis, Strategic Planning
Education
Pace University - Lubin School of Business 1983 — 1986
Master of Business Administration (MBA), Finance, General
Ramapo College of NJ 1980 — 1983
Bachelor of Science (BSc), Accounting, Minor- Management Information Systems
Leanne Cassidy's AXA Equitable Experience August 2010 - August 2013
Job Fixed Income Operations Officer at TD Securities
Industry Financial Services
Experience
TD Securities September 2013 - Present
AXA Equitable August 2010 - August 2013
Daiwa Capital Markets America Inc. June 2009 - July 2010
Pace University 2008 - 2009
Education
Pace University 2006 — 2010
Bachelor of Business Administration in Finance; Minor in Economics
RHS
TD Securities September 2013 - Present
AXA Equitable August 2010 - August 2013
Daiwa Capital Markets America Inc. June 2009 - July 2010
Pace University 2008 - 2009
Education
Pace University 2006 — 2010
Bachelor of Business Administration in Finance; Minor in Economics
RHS
Sean Shapiro's AXA Equitable Experience May 2007 - Present
Job Mail Clerk at AXA Equitable & Entertainer ( Rapper )
Industry Financial Services
Experience
AXA Equitable May 2007 - Present
Afton Entertainment Group LLC 2014 - 2015
Walmart May 2004 - May 2007
Walmart 2004 - 2007
Skills
Insurance, Outlook, Customer Service, Microsoft Word, Microsoft Office, File Management, 10 Key, Filing, Inventory Management, Leadership, Time Management, Process Improvement, Customer Satisfaction, Public Speaking, Life Insurance, Term Life Insurance
Education
Oliver Wolcott Regional Vocational Technical Sch 1994 — 1996
Trade Diploma, Graphics Communications
Litchfield Intermediate School 1990 — 1993
AXA Equitable May 2007 - Present
Afton Entertainment Group LLC 2014 - 2015
Walmart May 2004 - May 2007
Walmart 2004 - 2007
Skills
Insurance, Outlook, Customer Service, Microsoft Word, Microsoft Office, File Management, 10 Key, Filing, Inventory Management, Leadership, Time Management, Process Improvement, Customer Satisfaction, Public Speaking, Life Insurance, Term Life Insurance
Education
Oliver Wolcott Regional Vocational Technical Sch 1994 — 1996
Trade Diploma, Graphics Communications
Litchfield Intermediate School 1990 — 1993
Jim Jolie's AXA Equitable Experience 1993 - 1998
Job l Sales Manager at Georg Fischer
Industry Machinery
Experience
Georg Fischer Central Plastics, LLC January 2000 - Present
Georg Fischer Central Plastics LLC January 2000 - Present
AXA Equitable 1993 - 1998
Security Devices, Inc. October 1989 - June 1993
Motorola, Inc. March 1981 - September 1989
Skills
Key Account Management, International Sales, Sales Management, Plastics, Manufacturing, New Business Development, Product Development, Injection Molding, B2B, Pricing, Molding, Extrusion
Education
Oklahoma State University 1974 — 1976
MS, HPER
Oklahoma State University 1970 — 1974
Bachelor's degree, Health, PE & Recreation
Georg Fischer Central Plastics, LLC January 2000 - Present
Georg Fischer Central Plastics LLC January 2000 - Present
AXA Equitable 1993 - 1998
Security Devices, Inc. October 1989 - June 1993
Motorola, Inc. March 1981 - September 1989
Skills
Key Account Management, International Sales, Sales Management, Plastics, Manufacturing, New Business Development, Product Development, Injection Molding, B2B, Pricing, Molding, Extrusion
Education
Oklahoma State University 1974 — 1976
MS, HPER
Oklahoma State University 1970 — 1974
Bachelor's degree, Health, PE & Recreation
Deena Punnoose's AXA Equitable Experience Agency Technology RepresentativeThe Guardian Life Insurance Company of AmericaDecember 2004 - January 2006
Job Internal Audit
Industry Airlines/Aviation
Experience
AXA Equitable Agency Technology RepresentativeThe Guardian Life Insurance Company of AmericaDecember 2004 - January 2006
Education
Pace University 2005 — 2007
MBA, Finance
AXA Equitable Agency Technology RepresentativeThe Guardian Life Insurance Company of AmericaDecember 2004 - January 2006
Education
Pace University 2005 — 2007
MBA, Finance
Shirley Chavez's AXA Equitable Experience December 1999 - January 2013
Job Sr. Audit Manager IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
AXA Equitable December 1999 - January 2013
Deustche Bank 1994 - December 1999
Skills
Internal Audit, IT Audit, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, SAS70, COSO, Operational Risk..., Governance, Risk Management, Risk Assessment, Auditing, Information Security, Financial Risk, Internal Controls, Business Process, Business Process..., COBIT, GAAP, External Audit, Financial Reporting, Information Technology, Financial Analysis, Access Lists, Business Continuity, PCI DSS, SSAE 16, Business Continuity..., Disaster Recovery, Fraud, Information Security..., GLBA, IT Risk Management, ISO 27001
Education
Pace University 1983 — 1987
BBA, Management & Information Systems
TIAA-CREF June 2013 - Present
AXA Equitable December 1999 - January 2013
Deustche Bank 1994 - December 1999
Skills
Internal Audit, IT Audit, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, SAS70, COSO, Operational Risk..., Governance, Risk Management, Risk Assessment, Auditing, Information Security, Financial Risk, Internal Controls, Business Process, Business Process..., COBIT, GAAP, External Audit, Financial Reporting, Information Technology, Financial Analysis, Access Lists, Business Continuity, PCI DSS, SSAE 16, Business Continuity..., Disaster Recovery, Fraud, Information Security..., GLBA, IT Risk Management, ISO 27001
Education
Pace University 1983 — 1987
BBA, Management & Information Systems
Jessica Rivera's AXA Equitable Experience June 2005 - February 2008
Job Younique Independent Presenter
Industry Retail
Experience
Guild Mortgage July 2015 - Present
The Home Depot June 2014 - July 2015
FedEx Office March 2013 - May 2014
Onondaga County February 2008 - August 2012
AXA Equitable June 2005 - February 2008
Coldwell Banker Prime Properties June 2004 - April 2005
Armory Communications December 2003 - June 2004
Chase Pitkin July 2003 - December 2003
Manlius True Value August 2001 - July 2003
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Government, Policy, Customer Service, CAD, Lotus Notes, Multi Tasking, Communication, Organization, Teamwork, Highly detail oriented, Learning Quickly, Emergency Management
Education
Onondaga Community College 2003 — 2004
Fayetteville Manlius High School 1999 — 2003
Guild Mortgage July 2015 - Present
The Home Depot June 2014 - July 2015
FedEx Office March 2013 - May 2014
Onondaga County February 2008 - August 2012
AXA Equitable June 2005 - February 2008
Coldwell Banker Prime Properties June 2004 - April 2005
Armory Communications December 2003 - June 2004
Chase Pitkin July 2003 - December 2003
Manlius True Value August 2001 - July 2003
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Government, Policy, Customer Service, CAD, Lotus Notes, Multi Tasking, Communication, Organization, Teamwork, Highly detail oriented, Learning Quickly, Emergency Management
Education
Onondaga Community College 2003 — 2004
Fayetteville Manlius High School 1999 — 2003
Daniel Main, MBA's AXA Equitable Experience March 2005 - February 2008
Job Sr Finance Manager at AXA
Industry Oil & Energy
Experience
AXA September 2015 - Present
AXA July 2014 - Present
Hiscock & Barclay, LLP October 2013 - July 2014
Suburban Propane February 2012 - December 2013
AXA March 2008 - February 2012
AXA Equitable March 2005 - February 2008
Excellus BCBS March 2003 - February 2005
Skills
PeopleSoft, SAP, Consolidation, Financial Reporting, Financial Analysis, Data Analysis, Data Entry, Streamlining, Process Improvement, Microsoft Excel, Access, Problem Solving, Account Reconciliation, Accounts Receivable, Accounting, Pivot Tables, Analysis, Project testing, Consulting, Citrix, Reserve Analysis, Pricing Analysis, Query Writing, Budgeting, Forecasting, Accruals, Actuals, Variance Analysis, Expense Allocation, Trial Balance, Loan Documents, 1099 Preparation, Internal Controls, Accounts Payable, Management, Strategic Financial..., Key Performance..., KPI Dashboards, Reporting Requirements, Corporate FP&A, ERP Software, System Testing, Operational Analysis, Mergers & Acquisitions, Cost Accounting, Auditing, Expenses, Finance, Financial Statements, Sarbanes-Oxley Act
Education
Columbia College 2009 — 2013
MBA, Business Administration, 3.9
State University of New York at Buffalo 2000 — 2002
BS, Business Administration - Finance, 3.2
Onondaga Community College 1997 — 2000
AS, Business Administration, 3.6
AXA September 2015 - Present
AXA July 2014 - Present
Hiscock & Barclay, LLP October 2013 - July 2014
Suburban Propane February 2012 - December 2013
AXA March 2008 - February 2012
AXA Equitable March 2005 - February 2008
Excellus BCBS March 2003 - February 2005
Skills
PeopleSoft, SAP, Consolidation, Financial Reporting, Financial Analysis, Data Analysis, Data Entry, Streamlining, Process Improvement, Microsoft Excel, Access, Problem Solving, Account Reconciliation, Accounts Receivable, Accounting, Pivot Tables, Analysis, Project testing, Consulting, Citrix, Reserve Analysis, Pricing Analysis, Query Writing, Budgeting, Forecasting, Accruals, Actuals, Variance Analysis, Expense Allocation, Trial Balance, Loan Documents, 1099 Preparation, Internal Controls, Accounts Payable, Management, Strategic Financial..., Key Performance..., KPI Dashboards, Reporting Requirements, Corporate FP&A, ERP Software, System Testing, Operational Analysis, Mergers & Acquisitions, Cost Accounting, Auditing, Expenses, Finance, Financial Statements, Sarbanes-Oxley Act
Education
Columbia College 2009 — 2013
MBA, Business Administration, 3.9
State University of New York at Buffalo 2000 — 2002
BS, Business Administration - Finance, 3.2
Onondaga Community College 1997 — 2000
AS, Business Administration, 3.6
Alvin Fenichel's AXA Equitable Experience 1987 - 2012
Job Member Board of Advisors at H.S. Grace & Company, Inc
Industry Financial Services
Experience
H.S. Grace & Company, Inc 2013 - Present
AXA Equitable 1987 - 2012
CBS Inc. 1971 - 1986
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley, Accounting, US GAAP, COSO, External Audit, Financial Analysis, Enterprise Risk..., Auditing, Financial Accounting, Financial Risk, Strategic Financial..., Risk Management, Internal Audit, Finance, Mergers & Acquisitions, Risk Assessment, Managerial Finance, Analysis, Consolidation, General Ledger, Cash Management, Budgets, IFRS, Statutory Accounting, CPA, Cash Flow, Financial Services, Treasury Management, Corporate Finance, Financial Modeling, Due Diligence, Financial Audits, Restructuring, Tax, Corporate Governance, SEC, Forecasting, Investments, Business Process..., Executive Management, Asset Management, Process Improvement, Essbase, Capital Markets, Variance Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1981
MBA, with Distinction, Executive Management
Rider University 1962 — 1966
Bachelor of Science (BSc), Accounting
H.S. Grace & Company, Inc 2013 - Present
AXA Equitable 1987 - 2012
CBS Inc. 1971 - 1986
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley, Accounting, US GAAP, COSO, External Audit, Financial Analysis, Enterprise Risk..., Auditing, Financial Accounting, Financial Risk, Strategic Financial..., Risk Management, Internal Audit, Finance, Mergers & Acquisitions, Risk Assessment, Managerial Finance, Analysis, Consolidation, General Ledger, Cash Management, Budgets, IFRS, Statutory Accounting, CPA, Cash Flow, Financial Services, Treasury Management, Corporate Finance, Financial Modeling, Due Diligence, Financial Audits, Restructuring, Tax, Corporate Governance, SEC, Forecasting, Investments, Business Process..., Executive Management, Asset Management, Process Improvement, Essbase, Capital Markets, Variance Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1981
MBA, with Distinction, Executive Management
Rider University 1962 — 1966
Bachelor of Science (BSc), Accounting
Bernitt Paul's AXA Equitable Experience Claims ManagerNew York Life Insurance CompanyOctober 1975 - July 1979
Job Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable Claims ManagerNew York Life Insurance CompanyOctober 1975 - July 1979
Skills
Series 7, Series 24, Series 63, 403 b
Education
Pace University
BBA, Marketing/Secondary Education
AXA Equitable Claims ManagerNew York Life Insurance CompanyOctober 1975 - July 1979
Skills
Series 7, Series 24, Series 63, 403 b
Education
Pace University
BBA, Marketing/Secondary Education
Thomas Billiard's AXA Equitable Experience February 1983 - June 1991
Job Infrastructure Engineer Manager at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare June 1991 - Present
AXA Equitable February 1983 - June 1991
Skills
Document Management, Operations Management, Operational Excellence, Lean Manufacturing, Postal Optimization, Postal Automation, Iso 9000, HP Exstream, IT Operations, Leadership Development, Team Leadership, Problem Solving, Strategic Leadership, Distribution Strategies, Fiscally Responsible, Contract Negotiation, Vendor Management, Cross-functional Team..., Process Improvement, Salesforce.com, Program Management, Business Analysis, Software Documentation, Project Management, Integration, Business Process..., Outsourcing, Management, SDLC, Account Management, Solution Selling
Education
Paul Smith's College
Environmental Science
CIGNA Healthcare June 1991 - Present
AXA Equitable February 1983 - June 1991
Skills
Document Management, Operations Management, Operational Excellence, Lean Manufacturing, Postal Optimization, Postal Automation, Iso 9000, HP Exstream, IT Operations, Leadership Development, Team Leadership, Problem Solving, Strategic Leadership, Distribution Strategies, Fiscally Responsible, Contract Negotiation, Vendor Management, Cross-functional Team..., Process Improvement, Salesforce.com, Program Management, Business Analysis, Software Documentation, Project Management, Integration, Business Process..., Outsourcing, Management, SDLC, Account Management, Solution Selling
Education
Paul Smith's College
Environmental Science
Derrick Thames's AXA Equitable Experience July 2009 - Present
Job Annuity Post Issue at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
AXA Equitable July 2009 - Present
TIAA-CREF March 2006 - February 2009
VALIC March 2002 - March 2006
Skills
Insurance, Banking, Retirement, Customer Service, Investments, Training, Fixed Annuities, Pensions, Retirement Planning, Financial Services, Process Improvement, Mutual Funds, Life Insurance, Risk Management, Leadership
Education
Prairie View A&M University 1994 — 1998
MetLife December 2013 - Present
AXA Equitable July 2009 - Present
TIAA-CREF March 2006 - February 2009
VALIC March 2002 - March 2006
Skills
Insurance, Banking, Retirement, Customer Service, Investments, Training, Fixed Annuities, Pensions, Retirement Planning, Financial Services, Process Improvement, Mutual Funds, Life Insurance, Risk Management, Leadership
Education
Prairie View A&M University 1994 — 1998
Claire Moroney's AXA Equitable Experience May 2010 - Present
Job Assistant Vice President Valuations at AXAEquitable
Industry Insurance
Experience
AXA-Equitable May 2010 - Present
Education
Penn State University 1981 — 1985
Bachelor's degree, Mathematics
AXA-Equitable May 2010 - Present
Education
Penn State University 1981 — 1985
Bachelor's degree, Mathematics
Charles Bonanno's AXA Equitable Experience January 2009 - September 2013
Job Financial Analyst at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2009 - September 2013
AXA Equitable November 2000 - January 2009
AXA Equitable April 2000 - November 2000
AXA CLIENT SERVICES October 1992 - April 2000
INDIVIDUAL HEALTH CENTER,THE EQUITABLE August 1990 - October 1992
Skills
Risk Management, Process Improvement, Insurance, Strategic Financial..., Financial Analysis, Financial Reporting, Wealth Management, Investments, Finance, Financial Services, Retirement Planning, Mutual Funds, Series 7, Financial Planning, Life Insurance, Securities, Analysis, Asset Management, Microsoft Excel
Education
Pace University 1986 — 1989
Earned 89 credits towards a Bachelor's of Science in Business and Administration in Management
AXA Equitable January 2009 - September 2013
AXA Equitable November 2000 - January 2009
AXA Equitable April 2000 - November 2000
AXA CLIENT SERVICES October 1992 - April 2000
INDIVIDUAL HEALTH CENTER,THE EQUITABLE August 1990 - October 1992
Skills
Risk Management, Process Improvement, Insurance, Strategic Financial..., Financial Analysis, Financial Reporting, Wealth Management, Investments, Finance, Financial Services, Retirement Planning, Mutual Funds, Series 7, Financial Planning, Life Insurance, Securities, Analysis, Asset Management, Microsoft Excel
Education
Pace University 1986 — 1989
Earned 89 credits towards a Bachelor's of Science in Business and Administration in Management
Indera S's AXA Equitable Experience August 2006 - Present
Job Director Financial Reporting at AXA Equitable
Industry Financial Services
Experience
AXA Equitable August 2006 - Present
Inner City Broadcasting June 2005 - August 2006
Centre Solutions December 2003 - May 2005
The MONY Group February 2000 - December 2003
Skills
SAP, FRx, Great Plains Software, Microsoft Excel, Microsoft Word, Clarity FSR, nVision, PeopleSoft, XBRL, General Ledger, Sarbanes-Oxley Act, Accounting, Consolidation, Financial Statements, Microsoft Dynamics GP, Internal Controls, SEC Filings, Account Reconciliation, Financial Reporting, Financial Analysis
Education
Pace University
Bachelor of Business Administration (BBA)
AXA Equitable August 2006 - Present
Inner City Broadcasting June 2005 - August 2006
Centre Solutions December 2003 - May 2005
The MONY Group February 2000 - December 2003
Skills
SAP, FRx, Great Plains Software, Microsoft Excel, Microsoft Word, Clarity FSR, nVision, PeopleSoft, XBRL, General Ledger, Sarbanes-Oxley Act, Accounting, Consolidation, Financial Statements, Microsoft Dynamics GP, Internal Controls, SEC Filings, Account Reconciliation, Financial Reporting, Financial Analysis
Education
Pace University
Bachelor of Business Administration (BBA)
Corlita Ellis's AXA Equitable Experience 1985 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
AXA Equitable 1985 - 1999
Education
Plaza College 2000 — 2002
Associate of Science (A.S.), General Office Occupations and Clerical Services
AXA Equitable 1985 - 1999
Education
Plaza College 2000 — 2002
Associate of Science (A.S.), General Office Occupations and Clerical Services
Martha Schuelke's AXA Equitable Experience August 2005 - October 2013
Job Sr Client Associate at Protective Life
Industry Financial Services
Experience
Protective Life October 2013 - Present
Axa-Equitable August 2005 - October 2013
Chase December 1980 - February 2005
Skills
Mutual Funds, Business Analysis, Risk Management, Process Improvement, Vendor Management, Lotus Notes, Outlook, Relationship Management, Access, Microsoft Excel, Series 7, Retirement Planning, Music, quilting
Education
University at Buffalo 1975 — 1977
Bachelor's Degree, music
Onondaga Community College 1972 — 1975
Associate of Applied Science, Music
Liverpool High School 1968 — 1972
Protective Life October 2013 - Present
Axa-Equitable August 2005 - October 2013
Chase December 1980 - February 2005
Skills
Mutual Funds, Business Analysis, Risk Management, Process Improvement, Vendor Management, Lotus Notes, Outlook, Relationship Management, Access, Microsoft Excel, Series 7, Retirement Planning, Music, quilting
Education
University at Buffalo 1975 — 1977
Bachelor's Degree, music
Onondaga Community College 1972 — 1975
Associate of Applied Science, Music
Liverpool High School 1968 — 1972
Diane Durham's AXA Equitable Experience 2003 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
AXA Equitable 2003 - 2013
Education
Oakland Community College 1988 — 1991
Accounting
AXA Equitable 2003 - 2013
Education
Oakland Community College 1988 — 1991
Accounting
Lisa Daily's AXA Equitable Experience July 1985 - July 2007
Job Business Analyst at National Grid
Industry Utilities
Experience
National Grid July 2008 - Present
AXA Equitable July 1985 - July 2007
Education
Onondaga Community College
Associate of Arts and Sciences (AAS), Business Administration
National Grid July 2008 - Present
AXA Equitable July 1985 - July 2007
Education
Onondaga Community College
Associate of Arts and Sciences (AAS), Business Administration
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life