AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
AXA Equitable List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Equitable. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Equitable Employees
Employee
Years
Job
Industry
Megan McAustin Megan McAustin's AXA Equitable Experience December 2012 - July 2013
Job Restaurants Professional
Industry Restaurants
Experience
Einstein Noah Restaurant Group, Inc. 2013 - Present
AXA Equitable December 2012 - July 2013
Life Insurance of the Southwest August 2012 - March 2013
Skills
Customer Service, Corporate Finance, Office Administration, Spanish, Typing
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Finance, General
Universitat Pompeu Fabra
Bachelor's degree, Spanish and Iberian Studies
Einstein Noah Restaurant Group, Inc. 2013 - Present
AXA Equitable December 2012 - July 2013
Life Insurance of the Southwest August 2012 - March 2013
Skills
Customer Service, Corporate Finance, Office Administration, Spanish, Typing
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Finance, General
Universitat Pompeu Fabra
Bachelor's degree, Spanish and Iberian Studies
Jeff Haislet Jeff Haislet's AXA Equitable Experience June 2013 - August 2013
Job MBA I Investment Finance I Entrepreneurship
Industry Financial Services
Experience
University of San Diego August 2012 - May 2014
AXA Equitable June 2013 - August 2013
Enterprise Rent-A-Car February 2011 - August 2012
Surefoot May 2009 - May 2010
Surefoot November 2008 - April 2009
Skills
Strategy, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Public Speaking, Social Media, Marketing, PowerPoint, Microsoft Word, Data Analysis, Analysis, Management, Financial Analysis, Time Management
Education
University of San Diego 2012 — 2014
Master of Business Administration (MBA), Investment Finance and Entrepreneurship
St. Lawrence University 2004 — 2008
Bachelor of Science (B.S.), Psychology
University of San Diego August 2012 - May 2014
AXA Equitable June 2013 - August 2013
Enterprise Rent-A-Car February 2011 - August 2012
Surefoot May 2009 - May 2010
Surefoot November 2008 - April 2009
Skills
Strategy, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Public Speaking, Social Media, Marketing, PowerPoint, Microsoft Word, Data Analysis, Analysis, Management, Financial Analysis, Time Management
Education
University of San Diego 2012 — 2014
Master of Business Administration (MBA), Investment Finance and Entrepreneurship
St. Lawrence University 2004 — 2008
Bachelor of Science (B.S.), Psychology
James Capps James Capps's AXA Equitable Experience May 2008 - April 2010
Job Financial Analyst at Oxy
Industry Oil & Energy
Experience
Oxy September 2013 - Present
City of Lubbock, TX April 2010 - September 2013
AXA Equitable May 2008 - April 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Accounting, Budgets, Managerial Finance, Forecasting, Finance, Strategic Financial..., Variance Analysis, Internal Controls, Risk Management, Microsoft Excel, Auditing
Education
Texas Tech University - Rawls College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
South Plains College 2003 — 2005
Oxy September 2013 - Present
City of Lubbock, TX April 2010 - September 2013
AXA Equitable May 2008 - April 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Accounting, Budgets, Managerial Finance, Forecasting, Finance, Strategic Financial..., Variance Analysis, Internal Controls, Risk Management, Microsoft Excel, Auditing
Education
Texas Tech University - Rawls College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
South Plains College 2003 — 2005
Ryan Segall Ryan Segall's AXA Equitable Experience March 2006 - March 2008
Job Attorney at Holmes, Diggs & Eames, PLLC
Industry Law Practice
Experience
Holmes, Diggs & Eames, PLLC May 2013 - Present
Collin County Criminal District Attorney's Office July 2012 - August 2012
Social Security Administration May 2012 - August 2012
SMU NCAA Compliance Office January 2012 - May 2012
Firehouse Subs March 2008 - July 2011
AXA Equitable March 2006 - March 2008
Skills
Public Speaking, Legal Writing, Litigation, Trials, Social Media, Legal Research, Microsoft Office, Westlaw, Interviews, Appeals, Insurance, Marketing Strategy, Finance, Retail, Civil Litigation, Microsoft Excel, Mediation, Courts, Research, Fantasy Football
Education
Southern Methodist University 2011 — 2014
Doctor of Law (J.D.), Law
The University of Texas at Austin 2001 — 2005
Bachelor's, Journalism
Holmes, Diggs & Eames, PLLC May 2013 - Present
Collin County Criminal District Attorney's Office July 2012 - August 2012
Social Security Administration May 2012 - August 2012
SMU NCAA Compliance Office January 2012 - May 2012
Firehouse Subs March 2008 - July 2011
AXA Equitable March 2006 - March 2008
Skills
Public Speaking, Legal Writing, Litigation, Trials, Social Media, Legal Research, Microsoft Office, Westlaw, Interviews, Appeals, Insurance, Marketing Strategy, Finance, Retail, Civil Litigation, Microsoft Excel, Mediation, Courts, Research, Fantasy Football
Education
Southern Methodist University 2011 — 2014
Doctor of Law (J.D.), Law
The University of Texas at Austin 2001 — 2005
Bachelor's, Journalism
Elizabeth DuFlo Elizabeth DuFlo's AXA Equitable Experience April 2013 - April 2014
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - March 2015
Morgan Stanley Wealth Management July 2014 - February 2015
AXA Equitable April 2013 - April 2014
Skills
Investment Advisory..., Securities, Life Insurance, Series 7, Investment Advisory, Fixed Annuities, Insurance, IRAs, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Financial Services, Investments, Portfolio Management
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts (BA), European History
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - March 2015
Morgan Stanley Wealth Management July 2014 - February 2015
AXA Equitable April 2013 - April 2014
Skills
Investment Advisory..., Securities, Life Insurance, Series 7, Investment Advisory, Fixed Annuities, Insurance, IRAs, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Financial Services, Investments, Portfolio Management
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts (BA), European History
Michael J. Hughes Michael J. Hughes's AXA Equitable Experience June 1970 - June 2003
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
AXA Advisors June 1964 - Present
AXA Advisors June 2003 - June 2009
AXA Equitable June 1970 - June 2003
AXA Equitable June 1964 - June 1970
Education
St. Ambrose University
BA, Sociology, Business Admininstration and Education, 3.0
AXA Advisors June 2009 - Present
AXA Advisors June 1964 - Present
AXA Advisors June 2003 - June 2009
AXA Equitable June 1970 - June 2003
AXA Equitable June 1964 - June 1970
Education
St. Ambrose University
BA, Sociology, Business Admininstration and Education, 3.0
Daniel Husson Daniel Husson's AXA Equitable Experience May 2007 - Present
Job VP, Senior Director of Enterprise Technology Project Managment at AXA Equitable
Industry Financial Services
Experience
AXA Equitable May 2007 - Present
Marsh & McLennan Companies, Inc. March 2000 - May 2007
Lahey Clinic May 1998 - March 2000
MEDITECH April 1994 - May 1998
Skills
Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, Financial Services, Program Management, Risk Management, Insurance, Process Improvement, Relationship Management, Software Project..., PMO, Project Management
Education
Stevens Institute of Technology 2003 — 2005
Master's Degree, Management of Information Systems
St. Ambrose University
BS, Business Managment - Finance / Economics
AXA Equitable May 2007 - Present
Marsh & McLennan Companies, Inc. March 2000 - May 2007
Lahey Clinic May 1998 - March 2000
MEDITECH April 1994 - May 1998
Skills
Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, Financial Services, Program Management, Risk Management, Insurance, Process Improvement, Relationship Management, Software Project..., PMO, Project Management
Education
Stevens Institute of Technology 2003 — 2005
Master's Degree, Management of Information Systems
St. Ambrose University
BS, Business Managment - Finance / Economics
R. Hays Englehart, ChFC R. Hays Englehart, ChFC's AXA Equitable Experience 1983 - 1999
Job Senior Partner at Laurus Financial Group
Industry Financial Services
Experience
Laurus Financial Group January 2002 - Present
Clark Bardes Consulting 1999 - 2001
AXA Equitable 1983 - 1999
Skills
Investment Management, Strategic Financial..., Securities, Business, Series 7, Disability Insurance, Real Estate, Retirement Planning, Estate Planning, Financial Analysis, Wealth Management, Fundraising, Strategic Planning, Non-profits, Public Speaking
Education
The American College 2004 — 2006
Chartered Financial Consultant, Financial Planning and Services
The American College 1986 — 1987
LUTCF, Insurance
Cal State University Sacramento 1976 — 1978
Bachelors, Business Admin.
Santa Monica College 1974 — 1975
Associate of Arts (A.A.), Finance and Financial Management Services
Laurus Financial Group January 2002 - Present
Clark Bardes Consulting 1999 - 2001
AXA Equitable 1983 - 1999
Skills
Investment Management, Strategic Financial..., Securities, Business, Series 7, Disability Insurance, Real Estate, Retirement Planning, Estate Planning, Financial Analysis, Wealth Management, Fundraising, Strategic Planning, Non-profits, Public Speaking
Education
The American College 2004 — 2006
Chartered Financial Consultant, Financial Planning and Services
The American College 1986 — 1987
LUTCF, Insurance
Cal State University Sacramento 1976 — 1978
Bachelors, Business Admin.
Santa Monica College 1974 — 1975
Associate of Arts (A.A.), Finance and Financial Management Services
Dan Farrelly Dan Farrelly's AXA Equitable Experience September 2008 - February 2011
Job Vice President at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life November 2013 - Present
American Advantage Insurance January 2012 - November 2013
AXA Equitable September 2008 - February 2011
AXA Equitable January 2007 - September 2008
AXA Equitable September 2004 - December 2006
Skills
Annuity, Annuities, Financial Advisory, Series 6, Series 63, Strategic Account..., External Wholesaler, Relationship Manager, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Investments, Variable Annuities, 401k, Investment Advisory, Insurance, Wealth Management, Asset Allocation, Retirement, Securities, Investment Strategies, IRAs
Education
Skidmore College 2002 — 2004
Bachelor's, Economics/Business
Westminster School 1995 — 1999
Fidelity & Guaranty Life November 2013 - Present
American Advantage Insurance January 2012 - November 2013
AXA Equitable September 2008 - February 2011
AXA Equitable January 2007 - September 2008
AXA Equitable September 2004 - December 2006
Skills
Annuity, Annuities, Financial Advisory, Series 6, Series 63, Strategic Account..., External Wholesaler, Relationship Manager, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Investments, Variable Annuities, 401k, Investment Advisory, Insurance, Wealth Management, Asset Allocation, Retirement, Securities, Investment Strategies, IRAs
Education
Skidmore College 2002 — 2004
Bachelor's, Economics/Business
Westminster School 1995 — 1999
Jeff Pucker Jeff Pucker's AXA Equitable Experience 2001 - 2005
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Roy Post Roy Post's AXA Equitable Experience January 2004 - Present
Job
Industry Insurance
Experience
AXA Equitable January 2004 - Present
AXA Equitable May 1999 - January 2004
Bristol-Myers Squibb 1982 - May 1999
Skills
SDLC, Risk Management, Vendor Management, Disaster Recovery, Business Analysis, Enterprise Architecture, Process Improvement, Financial Risk, Sarbanes-Oxley Act, IT Strategy, IT Management, Enterprise Risk..., Project Management, Financial Services, Mainframe, Risk Assessment, Information Security, SQL, Sarbanes-Oxley, PeopleSoft, Business Continuity, Data Warehousing, Governance, Business Process, Security, Business Process..., Information Security..., IT Audit, Network Security, PMP, Project Portfolio..., Information Technology, Program Management
Education
SUNY New Paltz 1972 — 1977
Bachelor of Science (B.S.), Mathematics and Computer Science
AXA Equitable January 2004 - Present
AXA Equitable May 1999 - January 2004
Bristol-Myers Squibb 1982 - May 1999
Skills
SDLC, Risk Management, Vendor Management, Disaster Recovery, Business Analysis, Enterprise Architecture, Process Improvement, Financial Risk, Sarbanes-Oxley Act, IT Strategy, IT Management, Enterprise Risk..., Project Management, Financial Services, Mainframe, Risk Assessment, Information Security, SQL, Sarbanes-Oxley, PeopleSoft, Business Continuity, Data Warehousing, Governance, Business Process, Security, Business Process..., Information Security..., IT Audit, Network Security, PMP, Project Portfolio..., Information Technology, Program Management
Education
SUNY New Paltz 1972 — 1977
Bachelor of Science (B.S.), Mathematics and Computer Science
Patrick Burket Patrick Burket's AXA Equitable Experience October 2010 - April 2011
Job Fixed Income Specialist at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
AXA Equitable October 2010 - April 2011
Estee Lauder January 2009 - August 2009
Skills
Strategy, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership, Financial Analysis, Team Leadership, Time Management, Social Media, Management, Training, Research, Business Strategy, Inventory Control, Finance, Data Analysis, Operations Management, Team Management, Inventory Management, Analysis, Financial Modeling, Cross-functional Team..., Strategic Planning, Process Improvement, Banking, Logistics, Continuous Improvement, Budgets, Coaching, Warehouse Management, Team Building, Materials Management, Supply Chain..., Distribution Center..., Lean Manufacturing, Business Analysis, Supply Chain Management, Project Management, Accounting, Production Planning
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Finance, General
J.P. Morgan April 2011 - Present
AXA Equitable October 2010 - April 2011
Estee Lauder January 2009 - August 2009
Skills
Strategy, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership, Financial Analysis, Team Leadership, Time Management, Social Media, Management, Training, Research, Business Strategy, Inventory Control, Finance, Data Analysis, Operations Management, Team Management, Inventory Management, Analysis, Financial Modeling, Cross-functional Team..., Strategic Planning, Process Improvement, Banking, Logistics, Continuous Improvement, Budgets, Coaching, Warehouse Management, Team Building, Materials Management, Supply Chain..., Distribution Center..., Lean Manufacturing, Business Analysis, Supply Chain Management, Project Management, Accounting, Production Planning
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Finance, General
Alex Salas's AXA Equitable Experience August 2006 - July 2007
Job HR Generalist at UNITE HERE and CoChair of Programs of NYCSHRM
Industry Human Resources
Experience
SHRM January 2015 - Present
UNITE HERE February 2012 - Present
HR Consulting February 2010 - January 2012
Audemars Piguet December 2007 - January 2010
AXA Equitable August 2006 - July 2007
AXA Equitable August 2003 - August 2006
Skills
Leadership, Performance Management, Strategic Planning, Organizational..., Labor Relations, Employee Engagement, Employee Relations, Leadership Development, Recruiting, Payroll, New Hire Orientations, Performance Appraisal, Deferred Compensation, Onboarding, Personnel Management, Benefits Administration, Talent Management, Conflict Resolution, HR Policies, Talent Acquisition, Workforce Planning, PowerPoint, Workers Compensation, Employee Training, Microsoft Excel, Human Resources, Compensation, Customer Service, Team Building, Employment Law, Applicant Tracking..., Microsoft Word, Interviews, Benefits, Retirement, FMLA, HR Strategy, Customer Relations, PeopleSoft, Coaching, Hiring, Payroll Processing, Vendor Management, Interviewing, HRIS, Event Planning, Mentoring, Internal Communications, Employee Benefits
Education
Saint Peter's University 1997 — 2002
B.S. in Business Management, International Economics
Saint Peter's Prep 1993 — 1997
High School, Academic
SHRM January 2015 - Present
UNITE HERE February 2012 - Present
HR Consulting February 2010 - January 2012
Audemars Piguet December 2007 - January 2010
AXA Equitable August 2006 - July 2007
AXA Equitable August 2003 - August 2006
Skills
Leadership, Performance Management, Strategic Planning, Organizational..., Labor Relations, Employee Engagement, Employee Relations, Leadership Development, Recruiting, Payroll, New Hire Orientations, Performance Appraisal, Deferred Compensation, Onboarding, Personnel Management, Benefits Administration, Talent Management, Conflict Resolution, HR Policies, Talent Acquisition, Workforce Planning, PowerPoint, Workers Compensation, Employee Training, Microsoft Excel, Human Resources, Compensation, Customer Service, Team Building, Employment Law, Applicant Tracking..., Microsoft Word, Interviews, Benefits, Retirement, FMLA, HR Strategy, Customer Relations, PeopleSoft, Coaching, Hiring, Payroll Processing, Vendor Management, Interviewing, HRIS, Event Planning, Mentoring, Internal Communications, Employee Benefits
Education
Saint Peter's University 1997 — 2002
B.S. in Business Management, International Economics
Saint Peter's Prep 1993 — 1997
High School, Academic
Christopher Edge Christopher Edge's AXA Equitable Experience April 2012 - November 2012
Job Corporate Capital Markets Relationship Manager at Wilmington Trust
Industry Banking
Experience
Wilmington Trust February 2015 - Present
1st Mariner Bank December 2012 - February 2015
AXA Equitable April 2012 - November 2012
Skills
Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Banking, Refinance, Residential Mortgages, Credit Analysis, FHA financing, USDA, VA loans, FHA Financing, Reverse Mortgages, Financial Analysis, Public Speaking
Education
St. Mary's College of Maryland 2008 — 2011
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2003 — 2007
Wilmington Trust February 2015 - Present
1st Mariner Bank December 2012 - February 2015
AXA Equitable April 2012 - November 2012
Skills
Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Banking, Refinance, Residential Mortgages, Credit Analysis, FHA financing, USDA, VA loans, FHA Financing, Reverse Mortgages, Financial Analysis, Public Speaking
Education
St. Mary's College of Maryland 2008 — 2011
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2003 — 2007
Ram Chalavadhi Ram Chalavadhi's AXA Equitable Experience October 2008 - April 2009
Job Engagement Manager at Toys R Us
Industry Information Technology and Services
Experience
Toys R Us October 2012 - Present
Tata Consultancy Services April 2001 - Present
Toys R Us December 2011 - October 2012
Toys R Us November 2011 - January 2012
Toys R Us April 2011 - December 2011
Toys R Us May 2009 - March 2011
AXA Equitable October 2008 - April 2009
American International Group May 2007 - September 2008
American International Group February 2005 - April 2007
American International Group May 2003 - January 2005
Skills
Waterfall, Insurance, Agile, Process Development, Agile Methodologies, Program Management, SDLC, Process Simulation, Solution Architecture, Requirements Gathering, Integration, SQL, Oracle, Business Intelligence, Software Project..., Project Management, Software Documentation, E-commerce, Requirements Analysis, DB2, Project Delivery, MS Project, Unix Shell Scripting, Data Center, IT Management, Systems Analysis, IT Strategy, Team Management, Management, Testing, Business Process..., Agile Project Management, PL/SQL, PMO, User Acceptance Testing, SharePoint, Software Development, Project Portfolio..., Resource Management, Business Requirements, Global Delivery, Unix, IT Service Management, Business Development, Microsoft SQL Server, Business Analysis, Visio, Consulting, Data Modeling
Education
Sri Venkateswara University 1996 — 2000
B.Tech., Electronics & Communication Engg.
Toys R Us October 2012 - Present
Tata Consultancy Services April 2001 - Present
Toys R Us December 2011 - October 2012
Toys R Us November 2011 - January 2012
Toys R Us April 2011 - December 2011
Toys R Us May 2009 - March 2011
AXA Equitable October 2008 - April 2009
American International Group May 2007 - September 2008
American International Group February 2005 - April 2007
American International Group May 2003 - January 2005
Skills
Waterfall, Insurance, Agile, Process Development, Agile Methodologies, Program Management, SDLC, Process Simulation, Solution Architecture, Requirements Gathering, Integration, SQL, Oracle, Business Intelligence, Software Project..., Project Management, Software Documentation, E-commerce, Requirements Analysis, DB2, Project Delivery, MS Project, Unix Shell Scripting, Data Center, IT Management, Systems Analysis, IT Strategy, Team Management, Management, Testing, Business Process..., Agile Project Management, PL/SQL, PMO, User Acceptance Testing, SharePoint, Software Development, Project Portfolio..., Resource Management, Business Requirements, Global Delivery, Unix, IT Service Management, Business Development, Microsoft SQL Server, Business Analysis, Visio, Consulting, Data Modeling
Education
Sri Venkateswara University 1996 — 2000
B.Tech., Electronics & Communication Engg.
Hann Hsiao Hann Hsiao's AXA Equitable Experience May 2003 - Present
Job Graphic Designer at AXA Equitable
Industry Financial Services
Experience
AXA Equitable May 2003 - Present
Banjocreative Creative service May 2000 - May 2003
Battershell Design May 2001 - December 2002
Domus Design Collection May 2000 - December 2001
Skills
Digital Illustration, Photo Retouching, Sound Editing, Motion Graphics, PowerPoint development, Web Design, Multimedia, Interactive Advertising, Online Advertising, Digital Marketing, User Interface Design, User Experience Design, Experience Design, Advertising, Branding & Identity, Corporate Identity, Adobe Creative Suite, Flash Animation, Chinese, Asian Culture, Chinese culture, Image Manipulation, Graphics, Adobe Fireworks, Photoshop
Education
School of Visual Arts 1998 — 2002
Bachelor of Arts (B.A.), Graphic Design and Multimedia
AXA Equitable May 2003 - Present
Banjocreative Creative service May 2000 - May 2003
Battershell Design May 2001 - December 2002
Domus Design Collection May 2000 - December 2001
Skills
Digital Illustration, Photo Retouching, Sound Editing, Motion Graphics, PowerPoint development, Web Design, Multimedia, Interactive Advertising, Online Advertising, Digital Marketing, User Interface Design, User Experience Design, Experience Design, Advertising, Branding & Identity, Corporate Identity, Adobe Creative Suite, Flash Animation, Chinese, Asian Culture, Chinese culture, Image Manipulation, Graphics, Adobe Fireworks, Photoshop
Education
School of Visual Arts 1998 — 2002
Bachelor of Arts (B.A.), Graphic Design and Multimedia
Kimberly Camperlino Kimberly Camperlino's AXA Equitable Experience June 2012 - August 2012
Job Partner at MJS Internet Consulting, LLC.
Industry Marketing and Advertising
Experience
MJS Internet Consulting, LLC. October 2014 - Present
Camperlino Custom Homes, Inc. December 2013 - September 2014
Northwestern Mutual May 2013 - May 2014
SIFE, Seton Hall University January 2011 - May 2013
AXA Equitable June 2012 - August 2012
Exit Eagan Real Estate June 2006 - August 2011
High School and College Level Mathematics September 2007 - May 2011
Sweetland Campaign for US Congress August 2008 - December 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet Research, Time Management, Leadership
Education
Seton Hall University 2009 — 2013
BS, Finance/Economics
MJS Internet Consulting, LLC. October 2014 - Present
Camperlino Custom Homes, Inc. December 2013 - September 2014
Northwestern Mutual May 2013 - May 2014
SIFE, Seton Hall University January 2011 - May 2013
AXA Equitable June 2012 - August 2012
Exit Eagan Real Estate June 2006 - August 2011
High School and College Level Mathematics September 2007 - May 2011
Sweetland Campaign for US Congress August 2008 - December 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet Research, Time Management, Leadership
Education
Seton Hall University 2009 — 2013
BS, Finance/Economics
Colin McKenna Colin McKenna's AXA Equitable Experience 1987 - 1988
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
AXA Advisors 1997 - 2014
Bleakley Dwyer & Schwartz (Northwestern Mutual & Robert W. Baird) 1988 - 1996
AXA Equitable 1987 - 1988
Skills
Strategic Financial..., Retirement Planning, Asset Management, Insurance, Fixed Annuities, Management, Business Planning, Variable Annuities, Life Insurance, Asset Managment, Mutual Funds, College Education..., ACT CRM, Brokerage, Asset Allocation, Investments, Manage Client..., Team Building, Strategic Collaboration
Education
The Wharton School, University of Pennsylvania 2007 — 2007
Certification in Retirement Planning, Retirement Planning
Seton Hall University 1982 — 1987
Bachelor of Science (BS) in Business Administration, Business Administration
Seton Hall Prep 1982 — 1986
AXA Advisors May 2014 - Present
AXA Advisors 1997 - 2014
Bleakley Dwyer & Schwartz (Northwestern Mutual & Robert W. Baird) 1988 - 1996
AXA Equitable 1987 - 1988
Skills
Strategic Financial..., Retirement Planning, Asset Management, Insurance, Fixed Annuities, Management, Business Planning, Variable Annuities, Life Insurance, Asset Managment, Mutual Funds, College Education..., ACT CRM, Brokerage, Asset Allocation, Investments, Manage Client..., Team Building, Strategic Collaboration
Education
The Wharton School, University of Pennsylvania 2007 — 2007
Certification in Retirement Planning, Retirement Planning
Seton Hall University 1982 — 1987
Bachelor of Science (BS) in Business Administration, Business Administration
Seton Hall Prep 1982 — 1986
Clarissa Joan Middleton Clarissa Joan Middleton's AXA Equitable Experience August 2009 - June 2011
Job Associate at Impact America Fund
Industry Venture Capital & Private Equity
Experience
Impact America Fund July 2014 - Present
The Clarissa Joan Experience July 2013 - Present
Jalia Ventures April 2010 - June 2013
AXA Equitable August 2009 - June 2011
CBS News January 2009 - February 2009
Skills
Investments, Business Planning, Business Strategy, Marketing Strategy, Due Diligence, Entrepreneurship, Strategic Planning, Financial Modeling, Valuation, Budgets, Financial Analysis, Research, Microsoft Excel, Social Media, Public Speaking, Project Management, Competitive Analysis, PowerPoint, Finance, Fundraising, Venture Capital, Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelors of Science, Finance, 3.56/4.0
Impact America Fund July 2014 - Present
The Clarissa Joan Experience July 2013 - Present
Jalia Ventures April 2010 - June 2013
AXA Equitable August 2009 - June 2011
CBS News January 2009 - February 2009
Skills
Investments, Business Planning, Business Strategy, Marketing Strategy, Due Diligence, Entrepreneurship, Strategic Planning, Financial Modeling, Valuation, Budgets, Financial Analysis, Research, Microsoft Excel, Social Media, Public Speaking, Project Management, Competitive Analysis, PowerPoint, Finance, Fundraising, Venture Capital, Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelors of Science, Finance, 3.56/4.0
Jay Sowar's AXA Equitable Experience May 2009 - August 2009
Job External Auditor at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP 2011 - Present
Deloitte June 2010 - August 2010
AXA Equitable May 2009 - August 2009
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Xavier University 2011 — 2012
Master of Business Administration (MBA)
Saint Louis University 2007 — 2011
BS, Accounting
Deloitte & Touche LLP 2011 - Present
Deloitte June 2010 - August 2010
AXA Equitable May 2009 - August 2009
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Xavier University 2011 — 2012
Master of Business Administration (MBA)
Saint Louis University 2007 — 2011
BS, Accounting
Ron Sauer Ron Sauer's AXA Equitable Experience August 2010 - March 2013
Job seeking IT Infrastructure Project Manager opportunities (NYC/remote)
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - October 2015
New York University April 2013 - January 2015
AXA Equitable August 2010 - March 2013
Tiffany & Co. December 2009 - June 2010
L-3 Communications July 2008 - December 2008
Thomson Reuters August 2006 - February 2008
HSBC December 2005 - July 2006
MetLife April 2005 - December 2005
NYSE Euronext January 2005 - April 2005
Credit Suisse February 2004 - January 2005
Skills
MS Project, Excel,..., SDLC, PMP, Project Portfolio..., Requirements Gathering, Risk Management, Change Management, Cross-functional Team..., Quality Assurance, Systems Analysis, Software Documentation, Website Information..., User Experience Design..., Vendor Management, Requirements Analysis, Project Management, Infrastructure, Governance, MS Project, IT Strategy, Visio, Project Delivery, Virtualization
Education
Stevens Institute of Technology 1997 — 1999
MS - Management of Technology (EMTM)
St. Peter's College
TCI (Marconi Institute)
JPMorgan Chase & Co. May 2015 - October 2015
New York University April 2013 - January 2015
AXA Equitable August 2010 - March 2013
Tiffany & Co. December 2009 - June 2010
L-3 Communications July 2008 - December 2008
Thomson Reuters August 2006 - February 2008
HSBC December 2005 - July 2006
MetLife April 2005 - December 2005
NYSE Euronext January 2005 - April 2005
Credit Suisse February 2004 - January 2005
Skills
MS Project, Excel,..., SDLC, PMP, Project Portfolio..., Requirements Gathering, Risk Management, Change Management, Cross-functional Team..., Quality Assurance, Systems Analysis, Software Documentation, Website Information..., User Experience Design..., Vendor Management, Requirements Analysis, Project Management, Infrastructure, Governance, MS Project, IT Strategy, Visio, Project Delivery, Virtualization
Education
Stevens Institute of Technology 1997 — 1999
MS - Management of Technology (EMTM)
St. Peter's College
TCI (Marconi Institute)
Elisabeth Cook Elisabeth Cook's AXA Equitable Experience January 2012 - October 2012
Job Senior Analyst at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - November 2014
AXA Equitable January 2012 - October 2012
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Leadership, Series 7, Corporate Finance, Series 63, Consolidation, Defined Benefit, Asset Allocation, 401k, Retirement, IRAs, Employee Benefits
Education
State University of New York College at Brockport 2007 — 2011
B.S., Accounting
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - November 2014
AXA Equitable January 2012 - October 2012
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Leadership, Series 7, Corporate Finance, Series 63, Consolidation, Defined Benefit, Asset Allocation, 401k, Retirement, IRAs, Employee Benefits
Education
State University of New York College at Brockport 2007 — 2011
B.S., Accounting
Filipus Suandi, EA Filipus Suandi, EA's AXA Equitable Experience September 1995 - May 1997
Job Tax Practitioner, Controller, NTPI Graduate & Fellow
Industry Accounting
Experience
AccuBook Pro August 2004 - Present
Deardorff Communications August 2004 - Present
Omnitech February 2004 - June 2004
SourceLink August 2001 - December 2003
Corporate Express February 2000 - July 2001
Accountemps June 1997 - July 1999
AXA Equitable September 1995 - May 1997
Skills
Quickbooks, Accounting, Tax Preparation, Payroll Taxes, Reconciliation, Bookkeeping, Income Tax, Tax, Accounts Payable, Budgeting, General Ledger, Financial Analysis, Payroll, Financial Accounting, Financial Planning, Internal Controls, Accounts Receivable, Cash Flow, Forecasting, Payroll Processing, QuickBooks, Auditing, Account Reconciliation, Strategic Financial..., Budgets, Management, Finance, Financial Statements, Sales Tax, Tax Law, Tax Accounting, Tax Research, IRS, Tax Advisory, Preparation, Financial Planners, Corporate Tax, CPA, Accruals, Cost Accounting, Partnership Taxation, S Corporations, High Net Worth..., Bank Reconciliation
Education
University of Wisconsin-Madison - School of Business 1993 — 1995
BS, Finance & Marketing
Santa Monica College 1991 — 1993
Associate Degree, Business Administration
AccuBook Pro August 2004 - Present
Deardorff Communications August 2004 - Present
Omnitech February 2004 - June 2004
SourceLink August 2001 - December 2003
Corporate Express February 2000 - July 2001
Accountemps June 1997 - July 1999
AXA Equitable September 1995 - May 1997
Skills
Quickbooks, Accounting, Tax Preparation, Payroll Taxes, Reconciliation, Bookkeeping, Income Tax, Tax, Accounts Payable, Budgeting, General Ledger, Financial Analysis, Payroll, Financial Accounting, Financial Planning, Internal Controls, Accounts Receivable, Cash Flow, Forecasting, Payroll Processing, QuickBooks, Auditing, Account Reconciliation, Strategic Financial..., Budgets, Management, Finance, Financial Statements, Sales Tax, Tax Law, Tax Accounting, Tax Research, IRS, Tax Advisory, Preparation, Financial Planners, Corporate Tax, CPA, Accruals, Cost Accounting, Partnership Taxation, S Corporations, High Net Worth..., Bank Reconciliation
Education
University of Wisconsin-Madison - School of Business 1993 — 1995
BS, Finance & Marketing
Santa Monica College 1991 — 1993
Associate Degree, Business Administration
Joseph Abate's AXA Equitable Experience 1991 - 1996
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
Judi Goldklang Judi Goldklang's AXA Equitable Experience September 2007 - Present
Job Human Resources Business Partner at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. March 2013 - Present
AXA Equitable September 2007 - Present
TIAA-CREF 1990 - 2006
Skills
Talent Management, HR Strategy, Performance Management, Employee Relations, Organizational..., Succession Planning, Employee Engagement, Personnel Management, Training, Process Improvement, Human Resources, Leadership Development, Organizational..., Onboarding, Employee Benefits, HR Consulting, Coaching, PeopleSoft, Workforce Planning, HRIS, Deferred Compensation, Organizational Design, Benefits Administration, Talent Acquisition, College Recruiting, New Hire Orientations, FMLA, Applicant Tracking..., HR Policies, Employment Law
Education
Springfield College 1976 — 1980
Bachelors, Sociology
Richmond College
Marsh & McLennan Companies, Inc. March 2013 - Present
AXA Equitable September 2007 - Present
TIAA-CREF 1990 - 2006
Skills
Talent Management, HR Strategy, Performance Management, Employee Relations, Organizational..., Succession Planning, Employee Engagement, Personnel Management, Training, Process Improvement, Human Resources, Leadership Development, Organizational..., Onboarding, Employee Benefits, HR Consulting, Coaching, PeopleSoft, Workforce Planning, HRIS, Deferred Compensation, Organizational Design, Benefits Administration, Talent Acquisition, College Recruiting, New Hire Orientations, FMLA, Applicant Tracking..., HR Policies, Employment Law
Education
Springfield College 1976 — 1980
Bachelors, Sociology
Richmond College
David Halstead David Halstead's AXA Equitable Experience 2000 - 2011
Job Vice President
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
Richard Silver Richard Silver's AXA Equitable Experience May 2012 - April 2013
Job Board Member and Senior Adviser, Retired Chief Legal and Compliance Officer; Operating Business Line Executive
Industry Financial Services
Experience
Westchester Capital Funds July 2013 - Present
Village of Garden City, NY April 2013 - Present
AXA Equitable May 2012 - April 2013
AXA Equitable November 2009 - April 2012
AXA Equitable September 2001 - November 2009
AXA Equitable 1999 - 2001
AXA Equitable 1996 - 1999
AXA Equitable 1995 - 1996
AXA Advisors 1991 - 1994
AXA Equitable 1986 - 1991
Skills
Securities, Corporate Law, Marketing Communications, Securities Regulation, Insurance, Series 7, Mutual Funds, Corporate Governance, Financial Services, Investments, Mergers, Estate Planning, Series 63, Risk Management, Asset Managment
Education
Saint John's University School of Law 1979 — 1981
JD
Saint John's University 1973 — 1977
BA, American Government and Politics (United States), Summa Cum Laude
Westchester Capital Funds July 2013 - Present
Village of Garden City, NY April 2013 - Present
AXA Equitable May 2012 - April 2013
AXA Equitable November 2009 - April 2012
AXA Equitable September 2001 - November 2009
AXA Equitable 1999 - 2001
AXA Equitable 1996 - 1999
AXA Equitable 1995 - 1996
AXA Advisors 1991 - 1994
AXA Equitable 1986 - 1991
Skills
Securities, Corporate Law, Marketing Communications, Securities Regulation, Insurance, Series 7, Mutual Funds, Corporate Governance, Financial Services, Investments, Mergers, Estate Planning, Series 63, Risk Management, Asset Managment
Education
Saint John's University School of Law 1979 — 1981
JD
Saint John's University 1973 — 1977
BA, American Government and Politics (United States), Summa Cum Laude
Corinne Ciofalo-Guell Corinne Ciofalo-Guell's AXA Equitable Experience June 1967 - September 1972
Job I'm Not My Profession
Industry Accounting
Experience
Pennbrook Insurance Services, Inc. 1989 - 1997
AXA Equitable June 1967 - September 1972
Skills
Accounting, Accounts Payable, Journal Entries, Data Entry, Bookkeeping, Account Reconciliation, General Ledger, Accounts Receivable, Payroll, Financial Statements, Fixed Assets, Bank Reconciliation
Education
Samuel Merritt College 1964 — 1967
Pennbrook Insurance Services, Inc. 1989 - 1997
AXA Equitable June 1967 - September 1972
Skills
Accounting, Accounts Payable, Journal Entries, Data Entry, Bookkeeping, Account Reconciliation, General Ledger, Accounts Receivable, Payroll, Financial Statements, Fixed Assets, Bank Reconciliation
Education
Samuel Merritt College 1964 — 1967
Pete Cassi Pete Cassi's AXA Equitable Experience September 2011 - April 2012
Job Senior Consultant at ThoughtBurst Inc.
Industry Financial Services
Experience
ThoughtBurst, Inc. October 2014 - Present
Bank of America April 2012 - October 2014
AXA Equitable September 2011 - April 2012
CompuCredit Holdings LLC, Wilkesboro NC May 2005 - September 2011
CitiCards N.A. - Sears, Philadelphia PA February 2002 - May 2005
Sears, Roebuck and Co. February 1998 - February 2002
US Army July 1997 - February 1998
US Army July 1996 - July 1997
US Army July 1994 - July 1996
Skills
Call Center, Compliance, Leadership Development, Performance Management, Relationship Management, Team Building, Operations Management, Employee Relations, Turn Around Management, Thrive in..., Strategic Planning, Business Process..., Six Sigma, Cross-functional Team..., Business Analysis, Quality Assurance, Strategy, Empowerment, Training, Recruiting, Team Leadership, Team Management, Leadership
Education
NYU Polytechnic School of Engineering
Bachelor of Science (B.S.)
Shippensburg University of Pennsylvania
Master of Public Administration (M.P.A.)
U.S. Army War College
Master of Strategic Studies
Six Sigma
ThoughtBurst, Inc. October 2014 - Present
Bank of America April 2012 - October 2014
AXA Equitable September 2011 - April 2012
CompuCredit Holdings LLC, Wilkesboro NC May 2005 - September 2011
CitiCards N.A. - Sears, Philadelphia PA February 2002 - May 2005
Sears, Roebuck and Co. February 1998 - February 2002
US Army July 1997 - February 1998
US Army July 1996 - July 1997
US Army July 1994 - July 1996
Skills
Call Center, Compliance, Leadership Development, Performance Management, Relationship Management, Team Building, Operations Management, Employee Relations, Turn Around Management, Thrive in..., Strategic Planning, Business Process..., Six Sigma, Cross-functional Team..., Business Analysis, Quality Assurance, Strategy, Empowerment, Training, Recruiting, Team Leadership, Team Management, Leadership
Education
NYU Polytechnic School of Engineering
Bachelor of Science (B.S.)
Shippensburg University of Pennsylvania
Master of Public Administration (M.P.A.)
U.S. Army War College
Master of Strategic Studies
Six Sigma
Issac Fang Issac Fang's AXA Equitable Experience 2005 - 2008
Job Morgan Stanley Firmwide Sourcing
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
ISM-New York 2012 - Present
Credit Suisse August 2010 - July 2012
Citi Group 2008 - August 2010
AXA Equitable 2005 - 2008
UPS 2004 - 2005
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Vendor Management, Supply Management, Process Improvement, Outsourcing, Sourcing, Supply Chain, Business Process..., Strategy, Supply Chain Management, Contract Management, Global Sourcing, Negotiation, Change Management, Cross-functional Team..., Risk Management, Program Management, Analysis, E-procurement, Management, Business Analysis, Business Strategy, Forecasting, Six Sigma, Operations Management
Education
Lean Six Sigma Green Belt
Saint Louis University
Master of Business Administration (MBA)
University of Wisconsin-Madison
BS, Economics-Math Emphasis
Morgan Stanley July 2012 - Present
ISM-New York 2012 - Present
Credit Suisse August 2010 - July 2012
Citi Group 2008 - August 2010
AXA Equitable 2005 - 2008
UPS 2004 - 2005
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Vendor Management, Supply Management, Process Improvement, Outsourcing, Sourcing, Supply Chain, Business Process..., Strategy, Supply Chain Management, Contract Management, Global Sourcing, Negotiation, Change Management, Cross-functional Team..., Risk Management, Program Management, Analysis, E-procurement, Management, Business Analysis, Business Strategy, Forecasting, Six Sigma, Operations Management
Education
Lean Six Sigma Green Belt
Saint Louis University
Master of Business Administration (MBA)
University of Wisconsin-Madison
BS, Economics-Math Emphasis
Patrick Traynor Patrick Traynor's AXA Equitable Experience July 2011 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
Caroline Isenogle Caroline Isenogle's AXA Equitable Experience 2010 - 2011
Job PR, Marketing
Industry Public Relations and Communications
Experience
AXA Equitable 2010 - 2011
Jones Gregg Financial 2008 - 2008
Motorsports Authentics 2000 - 2003
Honda F1, Honda UK, Mobil November 1988 - December 1998
Skills
Marketing Communications, Social Media, Event Management, Social Media Marketing, Public Relations, Media Relations, Press Releases, Sports Marketing, Sponsorship, Advertising, Brand Development, Sports, Facebook, Event Planning, Social Networking
Education
Scottsdale Community College 1981 — 1984
AXA Equitable 2010 - 2011
Jones Gregg Financial 2008 - 2008
Motorsports Authentics 2000 - 2003
Honda F1, Honda UK, Mobil November 1988 - December 1998
Skills
Marketing Communications, Social Media, Event Management, Social Media Marketing, Public Relations, Media Relations, Press Releases, Sports Marketing, Sponsorship, Advertising, Brand Development, Sports, Facebook, Event Planning, Social Networking
Education
Scottsdale Community College 1981 — 1984
Luis R. Colon's AXA Equitable Experience January 2012 - May 2012
Job Financial Analyst
Industry Financial Services
Experience
Discovery Communications June 2015 - Present
Fannie Mae June 2014 - May 2015
NetApp February 2014 - May 2014
The Intuitive Group, Inc. September 2013 - January 2014
Enterprise Rent-A-Car November 2012 - July 2013
St. John's University: Conference Services February 2009 - August 2012
AXA Equitable January 2012 - May 2012
Best Buy September 2011 - January 2012
New England Card & Index May 2009 - August 2009
Skills
Customer Service, Microsoft Office, Access, Teamwork, Facebook, Excel, Outlook, PowerPoint, Analysis, Public Speaking, Leadership, Management, Finance, Time Management, Sales, Event Planning, Spanish, Social Networking, Team Leadership, Strategic Planning, Social Media Marketing, Risk Management, Leadership Development, Project Management, Account Management, Operations Management, Data Entry, New Business Development, Fundraising, Training, Insurance, Financial Reporting, Financial Analysis, CRM, Product Management, Business Development, Project Planning, Social Media, Research, Data Analysis, Budgets, Market Research, Microsoft Word, Event Management, Microsoft Excel
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Business Management
Discovery Communications June 2015 - Present
Fannie Mae June 2014 - May 2015
NetApp February 2014 - May 2014
The Intuitive Group, Inc. September 2013 - January 2014
Enterprise Rent-A-Car November 2012 - July 2013
St. John's University: Conference Services February 2009 - August 2012
AXA Equitable January 2012 - May 2012
Best Buy September 2011 - January 2012
New England Card & Index May 2009 - August 2009
Skills
Customer Service, Microsoft Office, Access, Teamwork, Facebook, Excel, Outlook, PowerPoint, Analysis, Public Speaking, Leadership, Management, Finance, Time Management, Sales, Event Planning, Spanish, Social Networking, Team Leadership, Strategic Planning, Social Media Marketing, Risk Management, Leadership Development, Project Management, Account Management, Operations Management, Data Entry, New Business Development, Fundraising, Training, Insurance, Financial Reporting, Financial Analysis, CRM, Product Management, Business Development, Project Planning, Social Media, Research, Data Analysis, Budgets, Market Research, Microsoft Word, Event Management, Microsoft Excel
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Business Management
Annette Murphy Annette Murphy's AXA Equitable Experience April 2002 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
AXA Equitable April 2002 - October 2012
Education
Southern Connecticut State University 1982 — 1997
Bachelorâs Degree, Finance
AXA Equitable April 2002 - October 2012
Education
Southern Connecticut State University 1982 — 1997
Bachelorâs Degree, Finance
Bruce Scholljegerdes Bruce Scholljegerdes's AXA Equitable Experience August 2002 - April 2005
Job Director of Reinsurance Underwriting at MetLife
Industry Financial Services
Experience
MetLife July 2014 - Present
MetLife October 2013 - June 2014
Lincoln Benefit Life ins. April 2012 - August 2013
AXA Financial April 2005 - March 2012
AXA Equitable August 2002 - April 2005
Skills
Financial Risk, Customer Service, Call Centers, Insurance, Life Insurance, Brokers, Underwriting, Term Life Insurance, Risk Management, Analysis, Reinsurance, Disability Insurance, Health Insurance, Claim, Fixed Annuities, Management
Education
St. Cloud State University 1986 — 1989
BA, Public Administration
MetLife July 2014 - Present
MetLife October 2013 - June 2014
Lincoln Benefit Life ins. April 2012 - August 2013
AXA Financial April 2005 - March 2012
AXA Equitable August 2002 - April 2005
Skills
Financial Risk, Customer Service, Call Centers, Insurance, Life Insurance, Brokers, Underwriting, Term Life Insurance, Risk Management, Analysis, Reinsurance, Disability Insurance, Health Insurance, Claim, Fixed Annuities, Management
Education
St. Cloud State University 1986 — 1989
BA, Public Administration
Mike(Maitrik) Patel's AXA Equitable Experience June 2007 - October 2009
Job Assistant Vice President, Store Manager at Wells Fargo Bank
Industry Banking
Experience
A Wells Fargo Company 2009 - Present
AXA Equitable June 2007 - October 2009
ICICI Prudential Life Insurance Company Limited 2005 - 2007
Skills
Business Development, Banking, Credit, Sales Management, Retail Banking, Insurance, Relationship Management, Consumer Lending, New Business Development, Mortgage Lending, Cross Selling, Lines Of Credit, Private Banking, Mortgage Banking, Coaching, Loans, Branch Management, Team Building, Customer Retention, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Marketing
DBPS school
A Wells Fargo Company 2009 - Present
AXA Equitable June 2007 - October 2009
ICICI Prudential Life Insurance Company Limited 2005 - 2007
Skills
Business Development, Banking, Credit, Sales Management, Retail Banking, Insurance, Relationship Management, Consumer Lending, New Business Development, Mortgage Lending, Cross Selling, Lines Of Credit, Private Banking, Mortgage Banking, Coaching, Loans, Branch Management, Team Building, Customer Retention, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Marketing
DBPS school
Andrea Fioramonti Andrea Fioramonti's AXA Equitable Experience 2008 - 2011
Job Billing Analyst at Wireless Business Group
Industry Wireless
Experience
Wireless Business Group, LLC 2012 - Present
AXA Equitable 2008 - 2011
The Bank of New York Mellon 2006 - 2008
Skills
Customer Relations, Customer Service, Financial Reporting, Staff Training, billing, Annuities, Corporate Finance, Group Presentations, Presentation Preparation, Data Presentation, Research
Education
SUNY Brockport 2000 — 2004
Bachelor of Science (B.S.), Organizational Communication, General
Wireless Business Group, LLC 2012 - Present
AXA Equitable 2008 - 2011
The Bank of New York Mellon 2006 - 2008
Skills
Customer Relations, Customer Service, Financial Reporting, Staff Training, billing, Annuities, Corporate Finance, Group Presentations, Presentation Preparation, Data Presentation, Research
Education
SUNY Brockport 2000 — 2004
Bachelor of Science (B.S.), Organizational Communication, General
Kathryn Gencarelli Kathryn Gencarelli's AXA Equitable Experience September 1987 - August 2005
Job Senior Project Assistant at KPMG
Industry Financial Services
Experience
KPMG US February 2013 - Present
Century 21 Semiao & Associates August 2008 - August 2013
AXA Financial September 1987 - August 2005
AXA Equitable September 1987 - August 2005
Skills
Real Estate, Administration, Outlook, Event Planning, Administrative Support, Office Management, Microsoft Office, PowerPoint, Excel, Word, Problem Solving, Research, Access, Social Media, Lotus Notes, Social Media Marketing, Accounts Payable, Insurance, Advertising, Microsoft Word, Microsoft Excel, Administrative..., Real Estate Transactions, Sales, Sellers, Budgets, Training, Management, Property
Education
St. Aloysius High School
Diploma, Executive Assistant/Executive Secretary
St. Peter's College
KPMG US February 2013 - Present
Century 21 Semiao & Associates August 2008 - August 2013
AXA Financial September 1987 - August 2005
AXA Equitable September 1987 - August 2005
Skills
Real Estate, Administration, Outlook, Event Planning, Administrative Support, Office Management, Microsoft Office, PowerPoint, Excel, Word, Problem Solving, Research, Access, Social Media, Lotus Notes, Social Media Marketing, Accounts Payable, Insurance, Advertising, Microsoft Word, Microsoft Excel, Administrative..., Real Estate Transactions, Sales, Sellers, Budgets, Training, Management, Property
Education
St. Aloysius High School
Diploma, Executive Assistant/Executive Secretary
St. Peter's College
Patricia MacIsaac Patricia MacIsaac's AXA Equitable Experience 2010 - 2013
Job Senior Information Technology program management leader with broad experience in the Financial Services Industry
Industry Financial Services
Experience
Consultant 2014 - Present
AXA Equitable 2010 - 2013
AXA Equitable 2007 - 2010
AXA Equitable 2005 - 2007
AXA Equitable 2003 - 2005
AXA Equitable 1997 - 2002
Skills
Program Management, Project Management, Business Analysis, Cross-functional Team..., SDLC, Change Management, Process Improvement, Vendor Management, Outsourcing, Integration, Business Process..., IT Strategy, Financial Services, CRM, Offshoring, User Acceptance Testing, Governance, Operations Management, Enterprise Software, CMMI, IT Management, IT Outsourcing, Service Delivery, FINRA, Management, Software Quality..., Annuities Industry, IT Portfolio, Service Level Agreements, Series 6, Certified Scrum Master..., Life Insurance Industry, Series 26
Education
St. Peter's College
Bachelor of Science (B.S.), Mathematics
Consultant 2014 - Present
AXA Equitable 2010 - 2013
AXA Equitable 2007 - 2010
AXA Equitable 2005 - 2007
AXA Equitable 2003 - 2005
AXA Equitable 1997 - 2002
Skills
Program Management, Project Management, Business Analysis, Cross-functional Team..., SDLC, Change Management, Process Improvement, Vendor Management, Outsourcing, Integration, Business Process..., IT Strategy, Financial Services, CRM, Offshoring, User Acceptance Testing, Governance, Operations Management, Enterprise Software, CMMI, IT Management, IT Outsourcing, Service Delivery, FINRA, Management, Software Quality..., Annuities Industry, IT Portfolio, Service Level Agreements, Series 6, Certified Scrum Master..., Life Insurance Industry, Series 26
Education
St. Peter's College
Bachelor of Science (B.S.), Mathematics
Lynn Alexander Lynn Alexander's AXA Equitable Experience January 2001 - March 2004
Job Senior Marketing Manager at AXA
Industry Financial Services
Experience
AXA May 1999 - Present
AXA Equitable January 2001 - March 2004
Prudential Financial November 1997 - May 1999
Skills
Financial Services, Direct Marketing, Marketing, Insurance, Leadership, Series 6, Retirement Planning, Marketing Strategy, Microsoft Excel, Mutual Funds, Fixed Annuities, Series 63, 401k, Series 7, Marketing Communications, Life Insurance
Education
Seton Hall University
Bachelor of Arts (B.A.), Psychology
AXA May 1999 - Present
AXA Equitable January 2001 - March 2004
Prudential Financial November 1997 - May 1999
Skills
Financial Services, Direct Marketing, Marketing, Insurance, Leadership, Series 6, Retirement Planning, Marketing Strategy, Microsoft Excel, Mutual Funds, Fixed Annuities, Series 63, 401k, Series 7, Marketing Communications, Life Insurance
Education
Seton Hall University
Bachelor of Arts (B.A.), Psychology
Sai Kishore Beeram Sai Kishore Beeram's AXA Equitable Experience August 2011 - February 2012
Job Websphere DataPower Consultant at StateFarm
Industry Information Technology and Services
Experience
Monsanto Company June 2014 - Present
State Farm August 2012 - February 2014
American Honda Motor Company, Inc. February 2012 - July 2012
AXA Equitable August 2011 - February 2012
The Hartford June 2009 - July 2011
Skills
SOA, IBM SOA, DataPower, Linux, Websphere, Enterprise Architecture, WebSphere Application..., WebSphere MQ
Education
St. Cloud State University
Master's degree
Monsanto Company June 2014 - Present
State Farm August 2012 - February 2014
American Honda Motor Company, Inc. February 2012 - July 2012
AXA Equitable August 2011 - February 2012
The Hartford June 2009 - July 2011
Skills
SOA, IBM SOA, DataPower, Linux, Websphere, Enterprise Architecture, WebSphere Application..., WebSphere MQ
Education
St. Cloud State University
Master's degree
Nick Rago Nick Rago's AXA Equitable Experience August 2000 - June 2011
Job Assistant Vice President & Controller at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian life insurance company of America April 2014 - Present
The Guardian Life Insurance Company of America July 2011 - April 2014
AXA Equitable August 2000 - June 2011
Skills
Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Insurance, Leadership, Business Process..., PeopleSoft, Process Improvement, Risk Management, Strategic Financial..., Vendor Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Xaverian High School
The Guardian life insurance company of America April 2014 - Present
The Guardian Life Insurance Company of America July 2011 - April 2014
AXA Equitable August 2000 - June 2011
Skills
Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Insurance, Leadership, Business Process..., PeopleSoft, Process Improvement, Risk Management, Strategic Financial..., Vendor Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Xaverian High School
Dona Levine Dona Levine's AXA Equitable Experience March 1998 - Present
Job AXA Equitable Manager of Licensing & Registration Compliance
Industry Financial Services
Experience
AXA Equitable March 1998 - Present
New York Life Insurance Company January 1992 - September 1997
Education
Saint Paul University 1978 — 1982
BSC, Management
AXA Equitable March 1998 - Present
New York Life Insurance Company January 1992 - September 1997
Education
Saint Paul University 1978 — 1982
BSC, Management
Robert Auer, CLU, ChFC, CFP Robert Auer, CLU, ChFC, CFP's AXA Equitable Experience July 1996 - December 2008
Job Senior Analyst at KB Financial Partners, LLC
Industry Financial Services
Experience
KB Financial Partners, LLC January 2013 - Present
Insurance Consulting Services January 2009 - Present
AXA Equitable July 1996 - December 2008
The Equitable January 1989 - July 1996
The Equitable January 1979 - December 1989
Education
The American College 1996 — 1998
MS, Management
St. John's University, The Peter J. Tobin College of Business 1969 — 1974
BBA, The College of Insurance
Tottenville High
KB Financial Partners, LLC January 2013 - Present
Insurance Consulting Services January 2009 - Present
AXA Equitable July 1996 - December 2008
The Equitable January 1989 - July 1996
The Equitable January 1979 - December 1989
Education
The American College 1996 — 1998
MS, Management
St. John's University, The Peter J. Tobin College of Business 1969 — 1974
BBA, The College of Insurance
Tottenville High
Lou Suarez Lou Suarez's AXA Equitable Experience June 2006 - April 2014
Job Compliance Officer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
AXA Equitable June 2006 - April 2014
Citi April 2001 - May 2006
PaineWebber/Mitchell Hutchins Asset Management January 1995 - November 2000
Skills
Operational Risk..., Financial Risk, Investment Advisory, Risk Management, Financial Services, Asset Managment, Due Diligence, Equities, FINRA, Fixed Income, OFAC, Mutual Funds, Asset Management, Portfolio Management, Securities
Education
St. John's University 1990 — 1995
Bachelor of Science (BS), Criminal Justice
Franklin Templeton Investments April 2014 - Present
AXA Equitable June 2006 - April 2014
Citi April 2001 - May 2006
PaineWebber/Mitchell Hutchins Asset Management January 1995 - November 2000
Skills
Operational Risk..., Financial Risk, Investment Advisory, Risk Management, Financial Services, Asset Managment, Due Diligence, Equities, FINRA, Fixed Income, OFAC, Mutual Funds, Asset Management, Portfolio Management, Securities
Education
St. John's University 1990 — 1995
Bachelor of Science (BS), Criminal Justice
Bill Enright Bill Enright's AXA Equitable Experience January 1986 - September 1996
Job Retirement Services District Manager at ADP
Industry Investment Management
Experience
ADP September 1996 - Present
AXA Equitable January 1986 - September 1996
Skills
Accredited Retirement..., Accredited Investment...
Education
Saint Peter's University 1975 — 1979
BS, Accounting
Hudson Catholic High School 1971 — 1975
College Prep
ADP September 1996 - Present
AXA Equitable January 1986 - September 1996
Skills
Accredited Retirement..., Accredited Investment...
Education
Saint Peter's University 1975 — 1979
BS, Accounting
Hudson Catholic High School 1971 — 1975
College Prep
Stefanie Fingler Stefanie Fingler's AXA Equitable Experience June 2005 - April 2008
Job Administrator, University of Rochester
Industry Higher Education
Experience
University of Rochester Medical Center October 2015 - Present
University of Rochester Medical Center August 2012 - September 2015
University of Rochester May 2008 - July 2012
AXA Equitable June 2005 - April 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Accounting, Research, Finance, Financial Analysis, Healthcare, Microsoft Word, Financial Modeling, Customer Service
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
MBA, Finance, Health Science Management
Saint John Fisher College 2001 — 2005
Bachelors, Corporate Finance & Marketing w/ a minor in Economics
University of Rochester Medical Center October 2015 - Present
University of Rochester Medical Center August 2012 - September 2015
University of Rochester May 2008 - July 2012
AXA Equitable June 2005 - April 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Accounting, Research, Finance, Financial Analysis, Healthcare, Microsoft Word, Financial Modeling, Customer Service
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
MBA, Finance, Health Science Management
Saint John Fisher College 2001 — 2005
Bachelors, Corporate Finance & Marketing w/ a minor in Economics
Alexa Disco's AXA Equitable Experience May 2012 - 2013
Job Implementation consultant at Cerner Corporation
Industry Pharmaceuticals
Experience
Cerner Corporation January 2014 - Present
lululemon athletica November 2013 - January 2014
Vanguard July 2013 - September 2013
AXA Equitable May 2012 - 2013
Saint Joseph's University September 2010 - 2013
Jays on Third May 2011 - September 2012
Avalon Recreation May 2006 - September 2011
Blue Star Glass May 2011 - July 2011
Skills
PowerPoint, QuickBooks, Microsoft Word, Microsoft Excel, Marketing, Finance, Pharmaceutical Sales, Financial Services, Management, Research, Facebook, Customer Service, Recruiting, Public Speaking, Leadership, Social Media, Microsoft Office, Strategy, Event Planning, Social Networking, Time Management, Data Analysis, Human Resources
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Pharmaceutical Marketing and Management, finance
Cerner Corporation January 2014 - Present
lululemon athletica November 2013 - January 2014
Vanguard July 2013 - September 2013
AXA Equitable May 2012 - 2013
Saint Joseph's University September 2010 - 2013
Jays on Third May 2011 - September 2012
Avalon Recreation May 2006 - September 2011
Blue Star Glass May 2011 - July 2011
Skills
PowerPoint, QuickBooks, Microsoft Word, Microsoft Excel, Marketing, Finance, Pharmaceutical Sales, Financial Services, Management, Research, Facebook, Customer Service, Recruiting, Public Speaking, Leadership, Social Media, Microsoft Office, Strategy, Event Planning, Social Networking, Time Management, Data Analysis, Human Resources
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Pharmaceutical Marketing and Management, finance
Ronald Parker Ronald Parker's AXA Equitable Experience March 1992 - August 1999
Job President at Legacy Wealth Management, Inc.
Industry Financial Services
Experience
Legacy Wealth Mgt. Inc. August 2004 - Present
Edward Jones August 1999 - August 2004
AXA Equitable March 1992 - August 1999
US Army August 1974 - March 1992
Skills
Personal Financial..., Business Continuity..., Retirement Planning, College Education..., Securities, Wealth Accumulation, Wealth, FINRA, Small Business, Insurance, 401k Rollovers, IRAs, Retirement, Fixed Annuities, Investment Advisory, Series 7, Wealth Management, 401k, Financial Advisory, Long Term Care Insurance, Investment Strategies, Financial Planners, Roth IRA, Asset Allocation, Portfolio Management, Investments, Finance, Series 63, Leadership, Mutual Funds, Wealth Management...
Education
Southern Illinois University, Carbondale 1970 — 1974
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
University of Illinois at Urbana-Champaign 1967 — 1968
Legacy Wealth Mgt. Inc. August 2004 - Present
Edward Jones August 1999 - August 2004
AXA Equitable March 1992 - August 1999
US Army August 1974 - March 1992
Skills
Personal Financial..., Business Continuity..., Retirement Planning, College Education..., Securities, Wealth Accumulation, Wealth, FINRA, Small Business, Insurance, 401k Rollovers, IRAs, Retirement, Fixed Annuities, Investment Advisory, Series 7, Wealth Management, 401k, Financial Advisory, Long Term Care Insurance, Investment Strategies, Financial Planners, Roth IRA, Asset Allocation, Portfolio Management, Investments, Finance, Series 63, Leadership, Mutual Funds, Wealth Management...
Education
Southern Illinois University, Carbondale 1970 — 1974
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
University of Illinois at Urbana-Champaign 1967 — 1968
Anna Bodine Anna Bodine's AXA Equitable Experience January 2007 - February 2008
Job Branch Manager / First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Darya Oborina's AXA Equitable Experience August 2005 - September 2007
Job Paralegal/Legal Assistant
Industry Legal Services
Experience
United States Federal March 2014 - Present
Russian Yellow Pages September 2012 - August 2013
Bourhis & Mann Law Firm August 2010 - August 2012
Heffernan Insurance Brokers October 2007 - July 2010
AXA Equitable August 2005 - September 2007
University of July 2004 - May 2005
Skills
Effective written and..., Great attention to..., Strong legal research..., Expertise in legal..., Proficiency in working..., Expertise in Microsoft..., Fluency in foreign...
Education
San Francisco State University 2010 — 2013
Paralegals Certification, Legal Studies, General
University of San Francisco 2001 — 2005
Bachelor's degree, Business and Finance
United States Federal March 2014 - Present
Russian Yellow Pages September 2012 - August 2013
Bourhis & Mann Law Firm August 2010 - August 2012
Heffernan Insurance Brokers October 2007 - July 2010
AXA Equitable August 2005 - September 2007
University of July 2004 - May 2005
Skills
Effective written and..., Great attention to..., Strong legal research..., Expertise in legal..., Proficiency in working..., Expertise in Microsoft..., Fluency in foreign...
Education
San Francisco State University 2010 — 2013
Paralegals Certification, Legal Studies, General
University of San Francisco 2001 — 2005
Bachelor's degree, Business and Finance
Jose Reyes Jr, CTP Jose Reyes Jr, CTP's AXA Equitable Experience September 2008 - August 2011
Job Senior Treasury Analyst at WellCare Health Plans
Industry Hospital & Health Care
Experience
WellCare Health Plans July 2015 - Present
AvMed Health Plans August 2011 - June 2015
AXA Equitable September 2008 - August 2011
Tower Hill Insurance Group November 2000 - November 2008
Bankers Insurance Group 1996 - 2000
BuddyFreddys Enterprises 1994 - 1996
Digital Communications Associates 1990 - 1994
Skills
Finance, Cash Management, Insurance, Analysis, Accounting, Banking, Management, Budgets, Account Reconciliation, Process Improvement, Financial Services, Leadership, Forecasting, Financial Analysis, Microsoft Excel, Access, Internal Audit, Payroll, Microsoft Word, Treasury Management, Strategic Financial..., Financial Reporting, Spanish, Team Building, Credit Cards, Retirement Planning, Internal Controls, Auditing, Employee Benefits, Data Analysis, Financial Modeling, Health Insurance, Project Management, Disbursement, Cash Receipts, Lockbox, Cash Flow Forecasting, PeopleSoft, Liability, Corporate Finance, Electronic Funds..., Credit, ACH, Managerial Finance, Human Resources, Financial Planning
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Florida 2003 — 2005
BSBA, Finance
Santa Fe College 2001 — 2002
AA, Business Administration
WellCare Health Plans July 2015 - Present
AvMed Health Plans August 2011 - June 2015
AXA Equitable September 2008 - August 2011
Tower Hill Insurance Group November 2000 - November 2008
Bankers Insurance Group 1996 - 2000
BuddyFreddys Enterprises 1994 - 1996
Digital Communications Associates 1990 - 1994
Skills
Finance, Cash Management, Insurance, Analysis, Accounting, Banking, Management, Budgets, Account Reconciliation, Process Improvement, Financial Services, Leadership, Forecasting, Financial Analysis, Microsoft Excel, Access, Internal Audit, Payroll, Microsoft Word, Treasury Management, Strategic Financial..., Financial Reporting, Spanish, Team Building, Credit Cards, Retirement Planning, Internal Controls, Auditing, Employee Benefits, Data Analysis, Financial Modeling, Health Insurance, Project Management, Disbursement, Cash Receipts, Lockbox, Cash Flow Forecasting, PeopleSoft, Liability, Corporate Finance, Electronic Funds..., Credit, ACH, Managerial Finance, Human Resources, Financial Planning
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Florida 2003 — 2005
BSBA, Finance
Santa Fe College 2001 — 2002
AA, Business Administration
Robert Fenno Robert Fenno's AXA Equitable Experience May 2005 - February 2007
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - Present
TD Ameritrade March 2007 - July 2013
AXA Equitable May 2005 - February 2007
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services
Education
Sam Houston State University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store July 2013 - Present
TD Ameritrade March 2007 - July 2013
AXA Equitable May 2005 - February 2007
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services
Education
Sam Houston State University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Maria Castellanos, CISA, CRISC Maria Castellanos, CISA, CRISC's AXA Equitable Experience September 1989 - December 2010
Job Section Manager, Audit Construction, Contractor Activity and Energy Services at Con Edison
Industry Financial Services
Experience
AXA Equitable September 1989 - December 2010
Skills
Vendor Management, Operational Risk..., Process Improvement, Data Warehousing, Governance, Project Management, Cross-functional Team..., Risk Management, Sarbanes-Oxley Act, Leadership, Internal Controls, IT Audit
Education
State University of New York College at Fredonia 1985 — 1989
BS, Computer Science
AXA Equitable September 1989 - December 2010
Skills
Vendor Management, Operational Risk..., Process Improvement, Data Warehousing, Governance, Project Management, Cross-functional Team..., Risk Management, Sarbanes-Oxley Act, Leadership, Internal Controls, IT Audit
Education
State University of New York College at Fredonia 1985 — 1989
BS, Computer Science
Minka Wasylyk Hrechniw Minka Wasylyk Hrechniw's AXA Equitable Experience June 2002 - August 2010
Job Creative Director at MINKA Creative Services
Industry Financial Services
Experience
MINKA Creative Services September 2010 - Present
AXA Equitable June 2002 - August 2010
American Express 1998 - 2002
JPMorgan Chase 1992 - 1998
Chase Manhattan Bank / Corporate Communications 1986 - 1998
Skills
Creative Direction
Education
School of Visual Arts 1981 — 1985
MINKA Creative Services September 2010 - Present
AXA Equitable June 2002 - August 2010
American Express 1998 - 2002
JPMorgan Chase 1992 - 1998
Chase Manhattan Bank / Corporate Communications 1986 - 1998
Skills
Creative Direction
Education
School of Visual Arts 1981 — 1985
Bill Massa MBA CLU CIC Bill Massa MBA CLU CIC's AXA Equitable Experience January 1997 - June 1997
Job Property & Casualty Licensing Instructor at Plymouth Rock Assurance New Jersey
Industry Education Management
Experience
Plymouth Rock Assurance New Jersey January 2013 - Present
Ignite Powered by Stream Energy May 2012 - Present
Headline Promotions, Inc. April 2012 - January 2013
State Farm Insurance January 2012 - February 2012
AGS Aurora Financial Services, LLC March 2011 - August 2011
American Institute of Financial Studies May 2008 - January 2011
Atlantic Insurors, Inc January 2009 - February 2010
Massa Associates, LLC September 1990 - January 2009
AXA Equitable January 1997 - June 1997
Blue Cross & Blue Shield of New Jersey December 1989 - May 1990
Skills
Risk Management, Insurance, Strategic Planning, Team Building, Process Improvement, New Business Development, Sales Process, Customer Service, Property & Casualty..., Small Business, Management, Microsoft Office, Investments, Finance, Time Management, Project Planning, Negotiation, Accounting, Leadership, Financial Services, Marketing, Business Development, Training, Sales, Account Management, Sales Management, Coaching, Budgets, Business Planning, Employee Benefits, Salesforce.com, Commercial Insurance, Contract Negotiation, Brokers, Financial Analysis, Professional Liability, Operations Management, Underwriting, Business Analysis, Recruiting, Selling, Change Management, Customer Retention, Liability, Workers Compensation, Marketing Strategy, Business Strategy, Team Leadership, Leadership Development, Legal Liability
Education
Seton Hall University 1986 — 1990
B.S., Finance, W. Paul Stillman School of Business
Fairleigh Dickinson University-Florham Campus 1990 — 1992
M.B.A., Accounting
Livingston High School 1983 — 1986
Paradisus Dei TMIY
Society of CIC
Certified Insurance Counselor, Insurance
The American College
Chartered Life Underwriter, Insurance
Plymouth Rock Assurance New Jersey January 2013 - Present
Ignite Powered by Stream Energy May 2012 - Present
Headline Promotions, Inc. April 2012 - January 2013
State Farm Insurance January 2012 - February 2012
AGS Aurora Financial Services, LLC March 2011 - August 2011
American Institute of Financial Studies May 2008 - January 2011
Atlantic Insurors, Inc January 2009 - February 2010
Massa Associates, LLC September 1990 - January 2009
AXA Equitable January 1997 - June 1997
Blue Cross & Blue Shield of New Jersey December 1989 - May 1990
Skills
Risk Management, Insurance, Strategic Planning, Team Building, Process Improvement, New Business Development, Sales Process, Customer Service, Property & Casualty..., Small Business, Management, Microsoft Office, Investments, Finance, Time Management, Project Planning, Negotiation, Accounting, Leadership, Financial Services, Marketing, Business Development, Training, Sales, Account Management, Sales Management, Coaching, Budgets, Business Planning, Employee Benefits, Salesforce.com, Commercial Insurance, Contract Negotiation, Brokers, Financial Analysis, Professional Liability, Operations Management, Underwriting, Business Analysis, Recruiting, Selling, Change Management, Customer Retention, Liability, Workers Compensation, Marketing Strategy, Business Strategy, Team Leadership, Leadership Development, Legal Liability
Education
Seton Hall University 1986 — 1990
B.S., Finance, W. Paul Stillman School of Business
Fairleigh Dickinson University-Florham Campus 1990 — 1992
M.B.A., Accounting
Livingston High School 1983 — 1986
Paradisus Dei TMIY
Society of CIC
Certified Insurance Counselor, Insurance
The American College
Chartered Life Underwriter, Insurance
Herman Bernal, CISA, CFE Herman Bernal, CISA, CFE's AXA Equitable Experience 1994 - 1997
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2003 - Present
Citi 2003 - Present
Morgan Stanley 1999 - 2003
AXA Equitable 1994 - 1997
KPMG 1990 - 1994
Skills
Data Analytics, Application Audit, AML, Internal Audit, Enterprise Risk..., IT Audit, Risk Management, CISA, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, COBIT, Financial Risk, SAS70, Auditing, Fraud, Operational Risk, Operational Risk..., Financial Services, Internal Controls, Process Improvement, Banking
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
University at Buffalo 1986 — 1990
BS, Management
Citi 2003 - Present
Citi 2003 - Present
Morgan Stanley 1999 - 2003
AXA Equitable 1994 - 1997
KPMG 1990 - 1994
Skills
Data Analytics, Application Audit, AML, Internal Audit, Enterprise Risk..., IT Audit, Risk Management, CISA, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, COBIT, Financial Risk, SAS70, Auditing, Fraud, Operational Risk, Operational Risk..., Financial Services, Internal Controls, Process Improvement, Banking
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
University at Buffalo 1986 — 1990
BS, Management
Bob Goldenberg Bob Goldenberg's AXA Equitable Experience 2004 - March 2008
Job Retirement is everything I'd hoped it would be
Industry Financial Services
Experience
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Rose (Akin) Philip Rose (Akin) Philip's AXA Equitable Experience October 2007 - March 2008
Job Vice President of Sales at Thompson Contract, Inc. & Kusch+Co
Industry Furniture
Experience
Thompson Contract, Inc. & Kusch+Co March 2014 - Present
Thompson Contract, Inc. & Kusch+Co January 2012 - Present
Thompson Contract, Inc. & Kusch+Co June 2008 - March 2012
AXA Equitable October 2007 - March 2008
John Hancock Financial Network May 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, ACT CRM, Marketing, Sales, Business Strategy, Management, Team Building, CRM, Project Management, Budgets, Public Speaking, Microsoft Word, Customer Service, Social Media Marketing, Account Management, Marketing Strategy, Social Media, Market Research, Financial Analysis, Event Planning, Marketing Communications, Facebook, Social Networking, Sales Operations, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
BS, Marketing, Summa Cum Laude
Thompson Contract, Inc. & Kusch+Co March 2014 - Present
Thompson Contract, Inc. & Kusch+Co January 2012 - Present
Thompson Contract, Inc. & Kusch+Co June 2008 - March 2012
AXA Equitable October 2007 - March 2008
John Hancock Financial Network May 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, ACT CRM, Marketing, Sales, Business Strategy, Management, Team Building, CRM, Project Management, Budgets, Public Speaking, Microsoft Word, Customer Service, Social Media Marketing, Account Management, Marketing Strategy, Social Media, Market Research, Financial Analysis, Event Planning, Marketing Communications, Facebook, Social Networking, Sales Operations, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
BS, Marketing, Summa Cum Laude
Jose Pablo Ramirez Pradilla Jose Pablo Ramirez Pradilla's AXA Equitable Experience June 2012 - August 2012
Job Consultant at Hitachi Consulting
Industry Information Technology and Services
Experience
Hitachi Consulting October 2013 - Present
University of Houston August 2012 - Present
AXA Equitable June 2012 - August 2012
Crew Staffing Catering August 2011 - April 2012
The H Hotel January 2009 - August 2009
Skills
Adobe Photoshop CS5, MS Project, Visio, CaliberRM, HTML, CSS, JavaScript, VBScript, SQL*Plus, Oracle SQL, Java, SQL, Microsoft Excel, Business Modeling, SharePoint, Microsoft SQL Server, Access, ASP, Customer Service, XML, Leadership, Visual Basic, Teamwork, Databases
Education
University of Houston 2009 — 2013
Bachelor of Business Administration, Management Information Systems, 3.8
Shanghai International Studies University 2009 — 2009
Language Course, Intermediate Chinese
Les Roches International School of Hotel Management 2008 — 2009
Hitachi Consulting October 2013 - Present
University of Houston August 2012 - Present
AXA Equitable June 2012 - August 2012
Crew Staffing Catering August 2011 - April 2012
The H Hotel January 2009 - August 2009
Skills
Adobe Photoshop CS5, MS Project, Visio, CaliberRM, HTML, CSS, JavaScript, VBScript, SQL*Plus, Oracle SQL, Java, SQL, Microsoft Excel, Business Modeling, SharePoint, Microsoft SQL Server, Access, ASP, Customer Service, XML, Leadership, Visual Basic, Teamwork, Databases
Education
University of Houston 2009 — 2013
Bachelor of Business Administration, Management Information Systems, 3.8
Shanghai International Studies University 2009 — 2009
Language Course, Intermediate Chinese
Les Roches International School of Hotel Management 2008 — 2009
Butch Bird Butch Bird's AXA Equitable Experience July 2004 - March 2006
Job Struggling Golfer & Guitarist
Industry Entertainment
Experience
Peace March 2006 - Present
AXA Equitable July 2004 - March 2006
MONY Life Insurance & MONY Securities Corporation December 1982 - March 2006
Skills
Research Information, English & Spanish..., Copy Editing, Microsoft Excel, Microsoft Publisher
Education
SUNY New Paltz - Language Immersion Institute 2004 — 2004
Certificate of Completion, Spanish
State University of New York at New Paltz 1965 — 1969
B.A., English & Foreign Language
Peace March 2006 - Present
AXA Equitable July 2004 - March 2006
MONY Life Insurance & MONY Securities Corporation December 1982 - March 2006
Skills
Research Information, English & Spanish..., Copy Editing, Microsoft Excel, Microsoft Publisher
Education
SUNY New Paltz - Language Immersion Institute 2004 — 2004
Certificate of Completion, Spanish
State University of New York at New Paltz 1965 — 1969
B.A., English & Foreign Language
Dustin TenBroeck, CFP® Dustin TenBroeck, CFP®'s AXA Equitable Experience September 2005 - April 2008
Job Founder & Wealth Advisor at PRESIDIO CAPITAL MANAGEMENT
Industry Financial Services
Experience
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2008 - June 2012
AXA Equitable September 2005 - April 2008
Skills
Retirement Income..., Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Registered Investment..., Investment Strategies, Financial Planning, Insurance, Wealth Management, Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Investments, Portfolio Management, Retirement
Education
San Diego State University-California State University 2000 — 2005
Busineess Administration, Finance
Mountain View High School
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2008 - June 2012
AXA Equitable September 2005 - April 2008
Skills
Retirement Income..., Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Registered Investment..., Investment Strategies, Financial Planning, Insurance, Wealth Management, Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Investments, Portfolio Management, Retirement
Education
San Diego State University-California State University 2000 — 2005
Busineess Administration, Finance
Mountain View High School
Paul Bateman, PgMP Paul Bateman, PgMP's AXA Equitable Experience 2000 - 2008
Job VP, Global Program Manager. AXA Technology Services
Industry Information Technology and Services
Experience
AXA Technology 2008 - Present
AXA Equitable 2000 - 2008
IBM April 1972 - February 1990
Skills
IT Governance, Resource Management, Governance, Project Portfolio..., PMO, Vendor Management, IT Service Management, Program Management, Management, Project Management, Business Process..., Service Management, Business Transformation, IT Management, Service Delivery, IT Strategy, Business Analysis, Data Center, PMP, Outsourcing, Business Process, ITIL, Leadership, Change Management, Project Delivery
Education
St. Edward's University 1982 — 1986
AXA Technology 2008 - Present
AXA Equitable 2000 - 2008
IBM April 1972 - February 1990
Skills
IT Governance, Resource Management, Governance, Project Portfolio..., PMO, Vendor Management, IT Service Management, Program Management, Management, Project Management, Business Process..., Service Management, Business Transformation, IT Management, Service Delivery, IT Strategy, Business Analysis, Data Center, PMP, Outsourcing, Business Process, ITIL, Leadership, Change Management, Project Delivery
Education
St. Edward's University 1982 — 1986
Alexandra Nakkache, M.B.A. Alexandra Nakkache, M.B.A.'s AXA Equitable Experience November 2013 - Present
Job
Industry Financial Services
Experience
AXA Equitable November 2013 - Present
Skills
Market Research, Project Management, Public Speaking, Marketing Strategy, Global Talent..., Social Media Marketing, Email Marketing, Public Relations, Advanced Spanish..., Strategic Marketing, Team Building &...
Education
Saint Joseph's University 2010 — 2011
M.B.A.
Villanova University 2010 — 2011
Six Sigma Certification
West Chester University of Pennsylvania 2005 — 2009
B.A. Marketing
Dallas High School 2001 — 2005
High School Diploma
AXA Equitable November 2013 - Present
Skills
Market Research, Project Management, Public Speaking, Marketing Strategy, Global Talent..., Social Media Marketing, Email Marketing, Public Relations, Advanced Spanish..., Strategic Marketing, Team Building &...
Education
Saint Joseph's University 2010 — 2011
M.B.A.
Villanova University 2010 — 2011
Six Sigma Certification
West Chester University of Pennsylvania 2005 — 2009
B.A. Marketing
Dallas High School 2001 — 2005
High School Diploma
Marlin Runia Marlin Runia's AXA Equitable Experience March 2001 - December 2002
Job Continuous Improvement Technician at Rosenboom Machine & Tool
Industry Machinery
Experience
Rosenboom Machine & Tool February 2003 - Present
AXA Equitable March 2001 - December 2002
UPS June 1984 - September 2000
Skills
Process Improvement, Manufacturing
Education
The University of South Dakota 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Southeast Technical Institute
Associate's degree, Architectural Drafting and Civil Drafting
Rosenboom Machine & Tool February 2003 - Present
AXA Equitable March 2001 - December 2002
UPS June 1984 - September 2000
Skills
Process Improvement, Manufacturing
Education
The University of South Dakota 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Southeast Technical Institute
Associate's degree, Architectural Drafting and Civil Drafting
Christina Bryant's AXA Equitable Experience 2005 - 2006
Job Talent Management Executive
Industry Human Resources
Experience
CEVA Logistics July 2011 - December 2012
Ameren August 2007 - November 2009
AXA Equitable 2005 - 2006
Tellabs 2000 - 2002
Tellabs April 1997 - 2000
Skills
Talent Acquisition, Talent Management, Employee Engagement, Succession Planning, Performance Management, Recruiting, Organizational..., Human Resources, Leadership Development, Personnel Management, HR Consulting, Leadership, Organizational Design, Employee Training, Training, Change Management, Hiring, Workforce Planning, Onboarding, HRIS, College Recruiting, Employee Relations
Education
DeVry University, Keller Graduate School of Management
Southern Illinois University at Carbondale
B.S.
Southern Illinois University at Carbondale
M.S.
CEVA Logistics July 2011 - December 2012
Ameren August 2007 - November 2009
AXA Equitable 2005 - 2006
Tellabs 2000 - 2002
Tellabs April 1997 - 2000
Skills
Talent Acquisition, Talent Management, Employee Engagement, Succession Planning, Performance Management, Recruiting, Organizational..., Human Resources, Leadership Development, Personnel Management, HR Consulting, Leadership, Organizational Design, Employee Training, Training, Change Management, Hiring, Workforce Planning, Onboarding, HRIS, College Recruiting, Employee Relations
Education
DeVry University, Keller Graduate School of Management
Southern Illinois University at Carbondale
B.S.
Southern Illinois University at Carbondale
M.S.
David Bauman's AXA Equitable Experience June 2008 - January 2009
Job Manager Revenue Management Florida/MIA Hub at American Airlines
Industry Airlines/Aviation
Experience
American Airlines February 2015 - Present
American Airlines September 2013 - February 2015
American Airlines September 2012 - August 2013
American Airlines August 2010 - September 2012
American Airlines September 2009 - August 2010
AXA Equitable June 2008 - January 2009
Merrill Lynch February 2006 - May 2008
Skills
Strategic Financial..., Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Budgets, Financial Modeling, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Series 7, Business Strategy, Business Analysis, Finance, Team Building, Microsoft Excel, Data Analysis, Investments, Negotiation, Airlines, Sabre, Aviation, Revenue Analysis, Performance Measurement, Business Process, Estate Planning, Pricing Strategy, Project Management
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA
Southern Methodist University 2003 — 2005
MA, Arts Administration
Southwestern University 1994 — 1999
BME, Music Education
American Airlines February 2015 - Present
American Airlines September 2013 - February 2015
American Airlines September 2012 - August 2013
American Airlines August 2010 - September 2012
American Airlines September 2009 - August 2010
AXA Equitable June 2008 - January 2009
Merrill Lynch February 2006 - May 2008
Skills
Strategic Financial..., Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Budgets, Financial Modeling, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Series 7, Business Strategy, Business Analysis, Finance, Team Building, Microsoft Excel, Data Analysis, Investments, Negotiation, Airlines, Sabre, Aviation, Revenue Analysis, Performance Measurement, Business Process, Estate Planning, Pricing Strategy, Project Management
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA
Southern Methodist University 2003 — 2005
MA, Arts Administration
Southwestern University 1994 — 1999
BME, Music Education
Ravin Shah's AXA Equitable Experience January 2012 - April 2012
Job
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Financial Industry Regulatory Authority (FINRA) May 2014 - June 2015
Washton & Gitto September 2012 - March 2013
AXA Equitable January 2012 - April 2012
BlackRock June 2006 - September 2008
Overseas Development Institute September 2004 - December 2004
Skills
Investments, Series 7, Legal Writing, Derivatives, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Economics, Fixed Income, Financial Services, Series 66
Education
Saint John's University School of Law 2009 — 2012
J.D., Financial Services, Corporate Law, Trusts & Estates
Villanova University 2002 — 2006
Finance
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Financial Industry Regulatory Authority (FINRA) May 2014 - June 2015
Washton & Gitto September 2012 - March 2013
AXA Equitable January 2012 - April 2012
BlackRock June 2006 - September 2008
Overseas Development Institute September 2004 - December 2004
Skills
Investments, Series 7, Legal Writing, Derivatives, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Economics, Fixed Income, Financial Services, Series 66
Education
Saint John's University School of Law 2009 — 2012
J.D., Financial Services, Corporate Law, Trusts & Estates
Villanova University 2002 — 2006
Finance
Lorna Ness's AXA Equitable Experience August 1999 - February 2002
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's DirecteurAXADecember 2000 - February 2002
AXA Equitable August 1999 - February 2002
NetRisk 1997 - 1999
Askari May 1996 - March 1997
Bankers Trust 1981 - 1996
Skills
Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Derivatives, Treasury Management, Financial Modeling, Liquidity Risk, Management Consulting, Project Management, Corporate Finance, Securitization, Capital Markets, Fixed Income, Structured Finance, Product Management, Banking, Insurance, Structured Products, ABS, Portfolio Management, Finance, Investment Banking, Financial Markets, Emerging Markets, Equities, Hedge Funds, Bonds, Securities, Risk Management, Financial Structuring, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA
University of Pennsylvania 1977 — 1981
MA
St. Lawrence University 1971 — 1975
Standard & Poor's DirecteurAXADecember 2000 - February 2002
AXA Equitable August 1999 - February 2002
NetRisk 1997 - 1999
Askari May 1996 - March 1997
Bankers Trust 1981 - 1996
Skills
Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Derivatives, Treasury Management, Financial Modeling, Liquidity Risk, Management Consulting, Project Management, Corporate Finance, Securitization, Capital Markets, Fixed Income, Structured Finance, Product Management, Banking, Insurance, Structured Products, ABS, Portfolio Management, Finance, Investment Banking, Financial Markets, Emerging Markets, Equities, Hedge Funds, Bonds, Securities, Risk Management, Financial Structuring, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA
University of Pennsylvania 1977 — 1981
MA
St. Lawrence University 1971 — 1975
Lu Ann Vispoli's AXA Equitable Experience 1981 - 1986
Job Communications Manager at PricewaterhouseCoopers
Industry Writing and Editing
Experience
PricewaterhouseCoopers 1990 - Present
American International Group 1986 - 1990
AXA Equitable 1981 - 1986
Skills
Corporate Communications, Internal Communications, Advertising, Public Relations, Speech Writing, Strategic Communications, Crisis Communications, Thought Leadership, Newsletters, Media Relations, Communications Planning, Communication Training, Copywriting, Integrated Marketing, Corporate Social..., Copy Editing, Social Media, Editing, Content Management, Press Releases, Reputation Management, Event Management, Marketing Communications, Content Strategy, Strategy, Web Content, Content Development, Publications, Messaging, Corporate Branding, Journalism, Blogging
Education
St. Francis University 1977 — 1981
B.A., English
New York University
Continuing Education coursework in Feature writing for digital and print media
Team recipient of the Gold Quill Award for Excellence by IABC.
PricewaterhouseCoopers 1990 - Present
American International Group 1986 - 1990
AXA Equitable 1981 - 1986
Skills
Corporate Communications, Internal Communications, Advertising, Public Relations, Speech Writing, Strategic Communications, Crisis Communications, Thought Leadership, Newsletters, Media Relations, Communications Planning, Communication Training, Copywriting, Integrated Marketing, Corporate Social..., Copy Editing, Social Media, Editing, Content Management, Press Releases, Reputation Management, Event Management, Marketing Communications, Content Strategy, Strategy, Web Content, Content Development, Publications, Messaging, Corporate Branding, Journalism, Blogging
Education
St. Francis University 1977 — 1981
B.A., English
New York University
Continuing Education coursework in Feature writing for digital and print media
Team recipient of the Gold Quill Award for Excellence by IABC.
Ava Schoenberg's AXA Equitable Experience May 2002 - December 2007
Job Managing Director Child Care Services for my 2 Children at Home, Inc.
Industry Human Resources
Experience
Home, Inc. 2003 - Present
AXA Equitable May 2002 - December 2007
Tradescape.com 2000 - 2002
AllNetHoldings.com 2000 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1988 - 1996
Education
Teachers College of Columbia University 1986 — 1988
EdM, Counseling Psychology
Teachers College of Columbia University 1986 — 1988
MA, Organizational Development/Psychology
State University of New York - System 1982 — 1986
BA, Psychology and Speech Communications
Home, Inc. 2003 - Present
AXA Equitable May 2002 - December 2007
Tradescape.com 2000 - 2002
AllNetHoldings.com 2000 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1988 - 1996
Education
Teachers College of Columbia University 1986 — 1988
EdM, Counseling Psychology
Teachers College of Columbia University 1986 — 1988
MA, Organizational Development/Psychology
State University of New York - System 1982 — 1986
BA, Psychology and Speech Communications
Michele Serino Goldsack's AXA Equitable Experience May 2006 - Present
Job Human Resources Professional/Employee Relations Specialist
Industry Financial Services
Experience
AXA Equitable May 2006 - Present
AXA US 2006 - Present
Victoria's Secret July 2004 - January 2006
Prudential Securities February 2000 - July 2004
Toppan Printing 1991 - 1996
Skills
PeopleSoft, Onboarding, Performance Management, Employee Relations, Succession Planning, Deferred Compensation, Human Resources, Talent Management, HRIS, Employee Engagement, Benefits Administration, Employee Benefits, Workforce Planning, Talent Acquisition, Vendor Management, Leadership, FMLA
Education
Saint Peter's University 1968 — 1972
BA, Education
AXA Equitable May 2006 - Present
AXA US 2006 - Present
Victoria's Secret July 2004 - January 2006
Prudential Securities February 2000 - July 2004
Toppan Printing 1991 - 1996
Skills
PeopleSoft, Onboarding, Performance Management, Employee Relations, Succession Planning, Deferred Compensation, Human Resources, Talent Management, HRIS, Employee Engagement, Benefits Administration, Employee Benefits, Workforce Planning, Talent Acquisition, Vendor Management, Leadership, FMLA
Education
Saint Peter's University 1968 — 1972
BA, Education
Robert Magnusson CFSA's AXA Equitable Experience November 2000 - June 2006
Job INTERNAL AUDIT CONSULTANT
Industry Financial Services
Experience
Internal Audit Consultant 2010 - Present
Israel Discount Bank of New York September 2008 - February 2010
Jefferson Wells May 2007 - September 2008
Van der Moolen June 2006 - March 2007
AXA-EQUITABLE November 2000 - June 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - November 2000
SANWA SECURITIES (USA) Co., L.P., New York, NY September 1992 - September 1998
BANKERS TRUST COMPANY, New York, NY April 1990 - September 1992
MIDLAND MONTAGUE (USA), New York, NY June 1986 - April 1990
DRESDNER BANK, A.G., New York, NY May 1983 - June 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Sarbanes-Oxley, Due Diligence, Banking, Financial Reporting, Tax, Accounting, Capital Markets, Business Process..., External Audit, Fixed Income, Financial Audits, Valuation, Credit Risk, Financial Services, Management Consulting, Management, Governance, Operational Risk..., Process Improvement, Finance, Investments, Securities, COSO, Derivatives, IT Audit, Equities, Operational Risk, Financial Modeling, SEC filings, CISA, AML, Corporate Finance, Corporate Governance, Cash Management, Managerial Finance, Trading, IFRS, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
M.B.A., Accounting
University of Oklahoma - Price College of Business 1967 — 1971
B.B.A., Finance
Internal Audit Consultant 2010 - Present
Israel Discount Bank of New York September 2008 - February 2010
Jefferson Wells May 2007 - September 2008
Van der Moolen June 2006 - March 2007
AXA-EQUITABLE November 2000 - June 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - November 2000
SANWA SECURITIES (USA) Co., L.P., New York, NY September 1992 - September 1998
BANKERS TRUST COMPANY, New York, NY April 1990 - September 1992
MIDLAND MONTAGUE (USA), New York, NY June 1986 - April 1990
DRESDNER BANK, A.G., New York, NY May 1983 - June 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Sarbanes-Oxley, Due Diligence, Banking, Financial Reporting, Tax, Accounting, Capital Markets, Business Process..., External Audit, Fixed Income, Financial Audits, Valuation, Credit Risk, Financial Services, Management Consulting, Management, Governance, Operational Risk..., Process Improvement, Finance, Investments, Securities, COSO, Derivatives, IT Audit, Equities, Operational Risk, Financial Modeling, SEC filings, CISA, AML, Corporate Finance, Corporate Governance, Cash Management, Managerial Finance, Trading, IFRS, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
M.B.A., Accounting
University of Oklahoma - Price College of Business 1967 — 1971
B.B.A., Finance
Stuart Quattlebaum's AXA Equitable Experience 2008 - Present
Job
Industry Insurance
Experience
AXA Equitable 2008 - Present
CSC January 2006 - May 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
PayPal (an eBay company) 2002 - 2004
The MONY Group 2000 - 2002
CNA 1999 - 2000
Kemper Insurance 1997 - 1999
Skills
Insurance, SDLC, Requirements Gathering, Vendor Management, Business Requirements, PMO, CRM, Project Management, Quality Management, Financial Analysis, Business Process..., Team Building, Leadership, Integration, Web Development, Vendor Relationship..., Underwriting, Business Intelligence, Product Development, Project Planning, Software Development, Government, Continuous Improvement, Change Management, Business Analysis, Requirements Analysis, Software Project..., Business Process
Education
St. Mary's University 1985 — 1989
Bachelor's Degree, Political Science, Graduated with Highest Honors
AXA Equitable 2008 - Present
CSC January 2006 - May 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
PayPal (an eBay company) 2002 - 2004
The MONY Group 2000 - 2002
CNA 1999 - 2000
Kemper Insurance 1997 - 1999
Skills
Insurance, SDLC, Requirements Gathering, Vendor Management, Business Requirements, PMO, CRM, Project Management, Quality Management, Financial Analysis, Business Process..., Team Building, Leadership, Integration, Web Development, Vendor Relationship..., Underwriting, Business Intelligence, Product Development, Project Planning, Software Development, Government, Continuous Improvement, Change Management, Business Analysis, Requirements Analysis, Software Project..., Business Process
Education
St. Mary's University 1985 — 1989
Bachelor's Degree, Political Science, Graduated with Highest Honors
Rose Osorio's AXA Equitable Experience 1995 - 1997
Job Experienced Legal and Compliance Professional
Industry Legal Services
Experience
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
Richard Krohley's AXA Equitable Experience July 2005 - November 2010
Job Financial Planner / Investment Advisor
Industry Financial Services
Experience
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
Michael Butler AIF ® , CRPS's AXA Equitable Experience 2012 - June 2013
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Kevin Binder's AXA Equitable Experience 2003 - November 2010
Job Vice President of Sales and Marketing
Industry Financial Services
Experience
Hilton Capital Management LLC July 2015 - Present
American Portfolios November 2013 - March 2015
Centrality Partners LLC November 2010 - March 2012
AXA-Equitable 2003 - November 2010
Thomson Financial 2000 - 2002
Alliance Bernstein 1997 - 2000
Skills
Sales, Asset Management, Business Analysis, Financial Services, Life Insurance, Insurance, Mutual Funds, Relationship Management, Equities, Strategy, Portfolio Management, CRM, Investments, Vendor Management, Wealth Management, Risk Management, Series 7
Education
State University of New York at New Paltz
Hilton Capital Management LLC July 2015 - Present
American Portfolios November 2013 - March 2015
Centrality Partners LLC November 2010 - March 2012
AXA-Equitable 2003 - November 2010
Thomson Financial 2000 - 2002
Alliance Bernstein 1997 - 2000
Skills
Sales, Asset Management, Business Analysis, Financial Services, Life Insurance, Insurance, Mutual Funds, Relationship Management, Equities, Strategy, Portfolio Management, CRM, Investments, Vendor Management, Wealth Management, Risk Management, Series 7
Education
State University of New York at New Paltz
Deanna Mulligan's AXA Equitable Experience 2001 - 2004
Job President & CEO at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Roanne Martinez's AXA Equitable Experience May 1998 - June 2000
Job VP, Business Consulting Group
Industry Financial Services
Experience
First Allied Securities, Inc. June 2000 - Present
AXA Equitable May 1998 - June 2000
Mutual of New York June 1996 - May 1998
Salomon Smith Barney April 1995 - June 1996
Skills
Finance, Financial Services, Fixed Annuities, Series 63, Variable Annuities
Education
San Diego State University-California State University 1994 — 1997
Bachelors Degree, Business Management
First Allied Securities, Inc. June 2000 - Present
AXA Equitable May 1998 - June 2000
Mutual of New York June 1996 - May 1998
Salomon Smith Barney April 1995 - June 1996
Skills
Finance, Financial Services, Fixed Annuities, Series 63, Variable Annuities
Education
San Diego State University-California State University 1994 — 1997
Bachelors Degree, Business Management
Brandon Rowe's AXA Equitable Experience January 2011 - Present
Job Workforce Manager at ADP
Industry Financial Services
Experience
AXA Equitable January 2011 - Present
Education
St. Andrews College 1989 — 1993
AXA Equitable January 2011 - Present
Education
St. Andrews College 1989 — 1993
Digna Figueroa's AXA Equitable Experience 2004 - 2006
Job Director, Infratructure Development at MetLife
Industry Financial Services
Experience
MetLife December 2006 - Present
MetLife Financial Services 2006 - Present
AXA-Equitable 2004 - 2006
The MONY Group 2003 - 2004
The MONY Group (acquired by AXA Financial) 1981 - 2004
The MONY Group / AXA Financial 1981 - 2004
Education
Saint Peter's University 1996 — 2000
MetLife December 2006 - Present
MetLife Financial Services 2006 - Present
AXA-Equitable 2004 - 2006
The MONY Group 2003 - 2004
The MONY Group (acquired by AXA Financial) 1981 - 2004
The MONY Group / AXA Financial 1981 - 2004
Education
Saint Peter's University 1996 — 2000
Philip Glackin's AXA Equitable Experience April 1996 - February 2006
Job Senior HR Specialist at Rensselaer Polytechnic Institute
Industry Financial Services
Experience
Rensselaer Polytechnic Institute January 2013 - Present
Albany Medical Center March 2011 - January 2013
Lawrence & Pearson Associates, TPA July 2007 - March 2011
AXA Equitable April 1996 - February 2006
Skills
Retirement, Retirement Planning, Employee Benefits, Deferred Compensation, ERISA
Education
Saint Peter's University 1997 — 2000
MBA
University of Scranton 1987 — 1991
Rensselaer Polytechnic Institute January 2013 - Present
Albany Medical Center March 2011 - January 2013
Lawrence & Pearson Associates, TPA July 2007 - March 2011
AXA Equitable April 1996 - February 2006
Skills
Retirement, Retirement Planning, Employee Benefits, Deferred Compensation, ERISA
Education
Saint Peter's University 1997 — 2000
MBA
University of Scranton 1987 — 1991
Janice Micari's AXA Equitable Experience 1996 - 2011
Job Annuity Product Manager
Industry Financial Services
Experience
axa equitable 1996 - 2011
Education
Seton Hall University 1987 — 1991
B.S, Marketing
axa equitable 1996 - 2011
Education
Seton Hall University 1987 — 1991
B.S, Marketing
David Yackel's AXA Equitable Experience September 1974 - January 1979
Job Partner, Chernoff Diamond & Co. LLC
Industry Financial Services
Experience
Chernoff Diamond & Co. LLC August 1987 - Present
Mercer Human Resource Consulting February 1984 - August 1987
Mobile Oil January 1982 - February 1984
Kwasha Lipton January 1979 - January 1982
AXA Equitable September 1974 - January 1979
Skills
Pensions, Actuarial Science, Pension Funds, Actuaries, Employee Benefits, ERISA, 401k, Defined Benefit, Health Insurance, Retirement Plan..., Enrolled Actuary, Risk Management, Retirement, Mergers & Acquisitions
Education
St. Joseph's College 1970 — 1974
BS, Mathematics
Chernoff Diamond & Co. LLC August 1987 - Present
Mercer Human Resource Consulting February 1984 - August 1987
Mobile Oil January 1982 - February 1984
Kwasha Lipton January 1979 - January 1982
AXA Equitable September 1974 - January 1979
Skills
Pensions, Actuarial Science, Pension Funds, Actuaries, Employee Benefits, ERISA, 401k, Defined Benefit, Health Insurance, Retirement Plan..., Enrolled Actuary, Risk Management, Retirement, Mergers & Acquisitions
Education
St. Joseph's College 1970 — 1974
BS, Mathematics
Nancy Stuke's AXA Equitable Experience 2008 - Present
Job Marketing Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2008 - Present
AXA Equitable 2008 - Present
United Airlines September 1983 - November 2007
Education
Southern Oregon University 1972 — 1974
Assoc., General Studies
AXA Advisors January 2008 - Present
AXA Equitable 2008 - Present
United Airlines September 1983 - November 2007
Education
Southern Oregon University 1972 — 1974
Assoc., General Studies
alex christie's AXA Equitable Experience 2000 - 2007
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Evelyn Ostheimer, CFP, ChFC, CLU's AXA Equitable Experience 2012 - Present
Job Director
Industry Insurance
Experience
AXA Equitable 2012 - Present
AXA Equitable 2009 - 2011
AXA Advisors November 2006 - April 2009
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
BS Actuarial Science, Actuarial
Rocky Point High School 1973 — 1975
HS
AXA Equitable 2012 - Present
AXA Equitable 2009 - 2011
AXA Advisors November 2006 - April 2009
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
BS Actuarial Science, Actuarial
Rocky Point High School 1973 — 1975
HS
Steve D'Eredita's AXA Equitable Experience September 2010 - Present
Job VP at AXA Equitable
Industry Financial Services
Experience
AXA Equitable September 2010 - Present
Mutual of New York 1989 - 2008
Skills
Mutual Funds, Business Analysis, Series 7, Financial Services, Investments, Wealth Management, Insurance, Retirement Planning, Risk Management, Strategic Financial..., 401k, Fixed Annuities, Securities, Financial Planning
Education
State University of New York College at Fredonia 1980 — 1984
BS, Business
Henninger High School 1976 — 1979
AXA Equitable September 2010 - Present
Mutual of New York 1989 - 2008
Skills
Mutual Funds, Business Analysis, Series 7, Financial Services, Investments, Wealth Management, Insurance, Retirement Planning, Risk Management, Strategic Financial..., 401k, Fixed Annuities, Securities, Financial Planning
Education
State University of New York College at Fredonia 1980 — 1984
BS, Business
Henninger High School 1976 — 1979
George Lewandowski's AXA Equitable Experience 2005 - 2012
Job Manager Marketing and Sales Technology at MetLife
Industry Financial Services
Experience
TEKsystems 2012 - 2013
AXA Equitable 2005 - 2012
AXA Equitable 2000 - 2004
Prudential Securities 1997 - 2000
Edwards & Hedrick, CPAs, P.A. 1996 - 1997
Pope, Smith, Brown & King, PA 1994 - 1996
Butera, Sinicropi & Healy, LLC 1989 - 1994
Skills
Financial Planning, Project Portfolio..., Product Development, Six Sigma, Process Development, Process Improvement, Process Optimization, Business Analysis, Business Intelligence, Competitive Intelligence, Data Analysis, Capacity Planning, Budgeting, Forecasting, Relationship Management, Contract Negotiation, SDLC, Series 7, Series 24, Series 63, Series 65, Strategic Financial..., Change Management, Risk Management, Leadership, Cross-functional Team..., Vendor Management, Budgets
Education
St. John Fisher College
BS, Accounting
TEKsystems 2012 - 2013
AXA Equitable 2005 - 2012
AXA Equitable 2000 - 2004
Prudential Securities 1997 - 2000
Edwards & Hedrick, CPAs, P.A. 1996 - 1997
Pope, Smith, Brown & King, PA 1994 - 1996
Butera, Sinicropi & Healy, LLC 1989 - 1994
Skills
Financial Planning, Project Portfolio..., Product Development, Six Sigma, Process Development, Process Improvement, Process Optimization, Business Analysis, Business Intelligence, Competitive Intelligence, Data Analysis, Capacity Planning, Budgeting, Forecasting, Relationship Management, Contract Negotiation, SDLC, Series 7, Series 24, Series 63, Series 65, Strategic Financial..., Change Management, Risk Management, Leadership, Cross-functional Team..., Vendor Management, Budgets
Education
St. John Fisher College
BS, Accounting
Christian Mele's AXA Equitable Experience September 2010 - September 2011
Job AVP, Annuity Operations and Customer Service, Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America August 2011 - Present
AXA Equitable September 2010 - September 2011
AXA Equitable January 2007 - September 2010
AXA Equitable November 2005 - January 2007
AXA Equitable September 1998 - November 2005
JP Morgan Chase December 1996 - September 1998
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Asset Allocation, Securities, Retirement Planning, Retirement, Internal Controls, Customer Service, Wealth Management, FINRA, Financial Analysis, Process Improvement
Education
Seton Hall University
Bachelor of Science, Finance
The Guardian Life Insurance Company of America August 2011 - Present
AXA Equitable September 2010 - September 2011
AXA Equitable January 2007 - September 2010
AXA Equitable November 2005 - January 2007
AXA Equitable September 1998 - November 2005
JP Morgan Chase December 1996 - September 1998
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Asset Allocation, Securities, Retirement Planning, Retirement, Internal Controls, Customer Service, Wealth Management, FINRA, Financial Analysis, Process Improvement
Education
Seton Hall University
Bachelor of Science, Finance
Sheldon T's AXA Equitable Experience September 1999 - October 2002
Job Health Care/Insurance Professional
Industry Hospital & Health Care
Experience
Atlantic Health July 2010 - Present
Smith Memorial Church January 1996 - Present
New Jersey Skylands April 2002 - December 2007
AXA Equitable September 1999 - October 2002
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Liability, Outlook, Accounting, Microsoft Word, PowerPoint, Data Entry, Healthcare
Education
Seton Hall University
B.S. Business Administration, Finance
Sussex County Community College
Certificate in Medical Coding and Billing
Atlantic Health July 2010 - Present
Smith Memorial Church January 1996 - Present
New Jersey Skylands April 2002 - December 2007
AXA Equitable September 1999 - October 2002
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Liability, Outlook, Accounting, Microsoft Word, PowerPoint, Data Entry, Healthcare
Education
Seton Hall University
B.S. Business Administration, Finance
Sussex County Community College
Certificate in Medical Coding and Billing
Darrin McLaughlin, CAMS's AXA Equitable Experience 2002 - 2003
Job Managing Director, Chief Compliance and Privacy Officer
Industry Banking
Experience
ACAMS January 2013 - Present
Regulatory DataCorp. September 2010 - Present
Macquarie Holdings (USA) Inc November 2009 - August 2010
Fortis Bank US September 2006 - March 2009
Citigroup 2004 - 2006
Deutsche Asset Management 2003 - 2004
AXA Equitable 2002 - 2003
Skills
Enhanced Due Diligence..., Global Sanctions..., Policy and Procedure..., AML Subject Matter..., FCPA and U.K. Bribery..., Financial Investigation, AML, FCPA, Due Diligence, Sanction, KYC, Financial Risk, Fraud, Bribery, Policy, Internal Audit, Operational Risk, Banking, Management, Fixed Income, Regulations, OFAC, Risk Management, Bank Secrecy Act, Securities, Operational Risk..., Enterprise Risk..., Corporate Governance, USA PATRIOT Act, Securities Regulation, Private Investigations, Financial Regulation, FINRA, Capital Markets, Payments, Hedge Funds, Financial Services, Prime Brokerage, Financial Institutions, Financial Markets, Credit, Executive Management, Risk Assessment, Series 63, Derivatives, Private Banking, Credit Risk, Series 7, Back Office, Equities
Education
St. Joseph's College 2002 — 2004
MS, Business Management
St. Joseph's College 1994 — 1998
BS, Business
Xaverian High School
ACAMS January 2013 - Present
Regulatory DataCorp. September 2010 - Present
Macquarie Holdings (USA) Inc November 2009 - August 2010
Fortis Bank US September 2006 - March 2009
Citigroup 2004 - 2006
Deutsche Asset Management 2003 - 2004
AXA Equitable 2002 - 2003
Skills
Enhanced Due Diligence..., Global Sanctions..., Policy and Procedure..., AML Subject Matter..., FCPA and U.K. Bribery..., Financial Investigation, AML, FCPA, Due Diligence, Sanction, KYC, Financial Risk, Fraud, Bribery, Policy, Internal Audit, Operational Risk, Banking, Management, Fixed Income, Regulations, OFAC, Risk Management, Bank Secrecy Act, Securities, Operational Risk..., Enterprise Risk..., Corporate Governance, USA PATRIOT Act, Securities Regulation, Private Investigations, Financial Regulation, FINRA, Capital Markets, Payments, Hedge Funds, Financial Services, Prime Brokerage, Financial Institutions, Financial Markets, Credit, Executive Management, Risk Assessment, Series 63, Derivatives, Private Banking, Credit Risk, Series 7, Back Office, Equities
Education
St. Joseph's College 2002 — 2004
MS, Business Management
St. Joseph's College 1994 — 1998
BS, Business
Xaverian High School
Eric Garofalo's AXA Equitable Experience October 2010 - February 2011
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Martin Waisnor's AXA Equitable Experience September 1965 - September 2005
Job Senior Consultant at EMW Facilities Management Professionals
Industry Facilities Services
Experience
EMW Facilities Management Professionals January 2013 - Present
Allan Industries Inc October 2006 - December 2012
AXA Equitable September 1965 - September 2005
Skills
Strategic Planning, Asset Management, Business Analysis, Financial Services, Management, Risk Management, Vendor Management, Microsoft Office, Business Planning, Insurance, Project Management, Process Improvement, Contract Negotiation, Budgets, Change Management, Portfolio Management, Business Development, Facilities Management, Negotiation
Education
St. John's University, The Peter J. Tobin College of Business 1965 — 1972
BBA, Insurance
BBA
EMW Facilities Management Professionals January 2013 - Present
Allan Industries Inc October 2006 - December 2012
AXA Equitable September 1965 - September 2005
Skills
Strategic Planning, Asset Management, Business Analysis, Financial Services, Management, Risk Management, Vendor Management, Microsoft Office, Business Planning, Insurance, Project Management, Process Improvement, Contract Negotiation, Budgets, Change Management, Portfolio Management, Business Development, Facilities Management, Negotiation
Education
St. John's University, The Peter J. Tobin College of Business 1965 — 1972
BBA, Insurance
BBA
Joseph Paolo's AXA Equitable Experience Principal ConsultantPricewaterhouseCoopersAugust 1999 - February 2001
Job VP & CCO at AXA Equitable
Industry Investment Management
Experience
AXA Equitable Principal ConsultantPricewaterhouseCoopersAugust 1999 - February 2001
Chase Manhattan Bank - Chase Asset Management February 1997 - August 1999
US Securities and Exchange Commission 1992 - 1997
Education
St. Francis College 1988 — 1992
BA/AAS, Economics
AXA Equitable Principal ConsultantPricewaterhouseCoopersAugust 1999 - February 2001
Chase Manhattan Bank - Chase Asset Management February 1997 - August 1999
US Securities and Exchange Commission 1992 - 1997
Education
St. Francis College 1988 — 1992
BA/AAS, Economics
Kris Galenski's AXA Equitable Experience September 2006 - December 2009
Job President JM Financial
Industry Financial Services
Experience
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
Sunila Karim-Ebad's AXA Equitable Experience January 2005 - June 2010
Job SENIOR ANALYST at AXA Equitable LLC
Industry Financial Services
Experience
Capital One June 2010 - March 2011
AXA Equitable January 2005 - June 2010
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Finance
Capital One June 2010 - March 2011
AXA Equitable January 2005 - June 2010
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Finance
Nancy Harms's AXA Equitable Experience July 2012 - Present
Job Director, Estate and Charitable Planning at AxaEquitable
Industry Insurance
Experience
Axa-Equitable July 2012 - Present
Axa-Equitable June 2011 - Present
Guardian Life Insurance Company of America June 2001 - May 2009
Guardian 2001 - 2009
Guardian Life Insurance 2001 - 2009
Metropolitan Life Insurance Company September 1998 - May 2001
Skills
Insurance, Employee Benefits, Management, Retirement Planning, Training, Financial Services, Wealth Management, Estate Planning, Investments, Tax, Program Management, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities
Education
St. John's University School of Law 1973 — 1975
Juris Doctor, Law
Axa-Equitable July 2012 - Present
Axa-Equitable June 2011 - Present
Guardian Life Insurance Company of America June 2001 - May 2009
Guardian 2001 - 2009
Guardian Life Insurance 2001 - 2009
Metropolitan Life Insurance Company September 1998 - May 2001
Skills
Insurance, Employee Benefits, Management, Retirement Planning, Training, Financial Services, Wealth Management, Estate Planning, Investments, Tax, Program Management, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities
Education
St. John's University School of Law 1973 — 1975
Juris Doctor, Law
Lexi Stack's AXA Equitable Experience October 2012 - September 2014
Job Director, Customer Experience at AXA US
Industry Financial Services
Experience
AXA US September 2014 - Present
AXA Equitable October 2012 - September 2014
AXA Equitable February 2010 - September 2012
AXA Equitable September 2007 - February 2010
Skills
Marketing Materials, Marketing, Sales, Series 63, Investments, Retirement Planning, Mutual Funds, Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Marketing Strategy, Strategy
Education
St. Lawrence University 2002 — 2006
BA English Writing
AXA US September 2014 - Present
AXA Equitable October 2012 - September 2014
AXA Equitable February 2010 - September 2012
AXA Equitable September 2007 - February 2010
Skills
Marketing Materials, Marketing, Sales, Series 63, Investments, Retirement Planning, Mutual Funds, Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Marketing Strategy, Strategy
Education
St. Lawrence University 2002 — 2006
BA English Writing
Madeline Muli's AXA Equitable Experience November 1976 - November 2011
Job Sales Assistant at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2015 - Present
Fountainhead Capital Management - RIA October 2012 - October 2014
AXA Equitable November 1976 - November 2011
Skills
Management, Leadership, Wealth Management, New Business Development, Human Resources, Marketing, Fixed Annuities, Vendor Management, Event Planning, Accounts Payable, Mutual Funds, Financial Services, Process Improvement, Insurance, Call Centers, Business Analysis, SDLC, Visio, Cross-functional Team..., Relationship Management, CRM, Risk Management, Customer Service
Education
St. Peter's College
Bachelor of Science, Marketing/Management
PNC Investments April 2015 - Present
Fountainhead Capital Management - RIA October 2012 - October 2014
AXA Equitable November 1976 - November 2011
Skills
Management, Leadership, Wealth Management, New Business Development, Human Resources, Marketing, Fixed Annuities, Vendor Management, Event Planning, Accounts Payable, Mutual Funds, Financial Services, Process Improvement, Insurance, Call Centers, Business Analysis, SDLC, Visio, Cross-functional Team..., Relationship Management, CRM, Risk Management, Customer Service
Education
St. Peter's College
Bachelor of Science, Marketing/Management
Adrian Lumley's AXA Equitable Experience June 2011 - March 2012
Job Solution Architect at SinglePlatform
Industry Information Technology and Services
Experience
SinglePlatform September 2015 - Present
EnablePath February 2015 - September 2015
PwC June 2014 - January 2015
Redkite, LLC May 2013 - June 2014
Bluewolf March 2012 - May 2013
AXA Equitable June 2011 - March 2012
Skills
Research, Data Analysis, Mac OS X, Social Media, HTML, Microsoft Office, PowerPoint, Business Analysis, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Project Management, Microsoft Word, Windows, Editing, Analysis, Access, Team Leadership, Salesforce.com, Salesforce.com..., Concur, OS X, New Business Development, CRM, Sales, Management, Leadership Development, Training, Social Networking, Social Media Marketing, Program Management, Market Research, Strategic Planning, Strategy, Analytics, SaaS, Business Development, Cloud Computing, Business Intelligence, Vendor Management, Process Improvement, Business Strategy
Education
St. John's University
Bachelors, Philosophy
SinglePlatform September 2015 - Present
EnablePath February 2015 - September 2015
PwC June 2014 - January 2015
Redkite, LLC May 2013 - June 2014
Bluewolf March 2012 - May 2013
AXA Equitable June 2011 - March 2012
Skills
Research, Data Analysis, Mac OS X, Social Media, HTML, Microsoft Office, PowerPoint, Business Analysis, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Project Management, Microsoft Word, Windows, Editing, Analysis, Access, Team Leadership, Salesforce.com, Salesforce.com..., Concur, OS X, New Business Development, CRM, Sales, Management, Leadership Development, Training, Social Networking, Social Media Marketing, Program Management, Market Research, Strategic Planning, Strategy, Analytics, SaaS, Business Development, Cloud Computing, Business Intelligence, Vendor Management, Process Improvement, Business Strategy
Education
St. John's University
Bachelors, Philosophy
Kafi (Harrington) Garrus's AXA Equitable Experience 2004 - 2009
Job Senior Solutions Consultant at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price October 2010 - Present
AXA Equitable 2004 - 2009
Deloitte Consulting 2001 - 2004
Skills
Internal Audit, Project Management, Analysis, Business Analysis, Business Process..., Change Management, Cross-functional Team..., Management Consulting, Process Improvement, Six Sigma, Business Transformation, Financial Services, Analytics, Business Strategy, Consulting, Financial Analysis, Financial Modeling, Leadership, Performance Improvement, Performance Management, Portfolio Management, Program Management, Strategic Planning, Strategy
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Spelman College 1988 — 1992
BA, Economics
T. Rowe Price October 2010 - Present
AXA Equitable 2004 - 2009
Deloitte Consulting 2001 - 2004
Skills
Internal Audit, Project Management, Analysis, Business Analysis, Business Process..., Change Management, Cross-functional Team..., Management Consulting, Process Improvement, Six Sigma, Business Transformation, Financial Services, Analytics, Business Strategy, Consulting, Financial Analysis, Financial Modeling, Leadership, Performance Improvement, Performance Management, Portfolio Management, Program Management, Strategic Planning, Strategy
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Spelman College 1988 — 1992
BA, Economics
Sagar Sanda's AXA Equitable Experience November 2009 - February 2011
Job Sr. OBIEE Developer at JPL (NASA's Jet Propulsion Laboratory)
Industry Insurance
Experience
JPL (NASA's Jet Propulsion Laboratory) Sr. BI ConsultantBooz Allen HamiltonNovember 2013 - March 2014
American Red Cross June 2013 - November 2013
Bank of Tokyo-Mitsubishi UFJ February 2013 - May 2013
NYS Office of Mental Health March 2011 - December 2012
AXA Equitable November 2009 - February 2011
Skills
SDLC, Data Warehousing, PL/SQL, OBIEE, Oracle, Data Modeling, Performance Tuning, Informatica, Java, Requirements Analysis, SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Java Enterprise Edition, Databases, Unix, Oracle E-Business Suite, Integration, Database Design, XML, Business Objects
Education
Southern Illinois University, Carbondale 2002 — 2003
Master's Degree
Western Michigan University
JPL (NASA's Jet Propulsion Laboratory) Sr. BI ConsultantBooz Allen HamiltonNovember 2013 - March 2014
American Red Cross June 2013 - November 2013
Bank of Tokyo-Mitsubishi UFJ February 2013 - May 2013
NYS Office of Mental Health March 2011 - December 2012
AXA Equitable November 2009 - February 2011
Skills
SDLC, Data Warehousing, PL/SQL, OBIEE, Oracle, Data Modeling, Performance Tuning, Informatica, Java, Requirements Analysis, SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Java Enterprise Edition, Databases, Unix, Oracle E-Business Suite, Integration, Database Design, XML, Business Objects
Education
Southern Illinois University, Carbondale 2002 — 2003
Master's Degree
Western Michigan University
Lori Jay's AXA Equitable Experience March 2010 - November 2011
Job LPL
Industry Insurance
Experience
LPL Financial November 2011 - Present
AXA-Equitable March 2010 - November 2011
Sun Life Financial April 1999 - March 2008
Education
Saint Mary's College of California 1991 — 1995
LPL Financial November 2011 - Present
AXA-Equitable March 2010 - November 2011
Sun Life Financial April 1999 - March 2008
Education
Saint Mary's College of California 1991 — 1995
Anne Teese's AXA Equitable Experience 1981 - Present
Job Director, HR Operations at AXA Equitable
Industry
Experience
AXA Equitable 1981 - Present
Skills
PeopleSoft
Education
State University of New York College at Brockport
BS
AXA Equitable 1981 - Present
Skills
PeopleSoft
Education
State University of New York College at Brockport
BS
Kevin Mancillas's AXA Equitable Experience March 2008 - June 2009
Job Unemployed
Industry Retail
Experience
AXA Equitable March 2008 - June 2009
Education
Southern Methodist University 2003 — 2007
BBA, Accounting
AXA Equitable March 2008 - June 2009
Education
Southern Methodist University 2003 — 2007
BBA, Accounting
James kimberlin's AXA Equitable Experience November 1987 - January 2001
Job evp. at executive benefits of Memphis
Industry Financial Services
Experience
executive benefits of Memphis June 2005 - Present
Renasant Bank January 2003 - September 2004
MetLife February 2001 - November 2002
AXA Equitable November 1987 - January 2001
Baker, Miller, Mills & Murray PC July 1984 - October 1987
Skills
Risk Management, Credit, Insurance, Disability Insurance, Term Life Insurance, Insurance Law, Sales Management, Legal Advice, Estate Planning, Strategic Financial..., Team Leadership, Leadership Development, Banking
Education
The University of Memphis—Cecil C. Humphreys School of Law 1981 — 1984
Juris Doctor, Law
Southeast Missouri State University 1977 — 1981
Bachelor's degree, Political Science and Government and accounting
executive benefits of Memphis June 2005 - Present
Renasant Bank January 2003 - September 2004
MetLife February 2001 - November 2002
AXA Equitable November 1987 - January 2001
Baker, Miller, Mills & Murray PC July 1984 - October 1987
Skills
Risk Management, Credit, Insurance, Disability Insurance, Term Life Insurance, Insurance Law, Sales Management, Legal Advice, Estate Planning, Strategic Financial..., Team Leadership, Leadership Development, Banking
Education
The University of Memphis—Cecil C. Humphreys School of Law 1981 — 1984
Juris Doctor, Law
Southeast Missouri State University 1977 — 1981
Bachelor's degree, Political Science and Government and accounting
Andrew Burghardt's AXA Equitable Experience March 2010 - Present
Job Wholesaler at AXA Equitable
Industry Financial Services
Experience
AXA Equitable March 2010 - Present
MetLife Financial Services May 2007 - April 2010
Skills
Fixed Annuities, Series 7, Retirement Planning, Securities, Insurance, Investments, Series 63, Financial Services, Sales, Golf, Finance
Education
Shippensburg University of Pennsylvania 2003 — 2007
B.S., Finance, Marketing, Management
AXA Equitable March 2010 - Present
MetLife Financial Services May 2007 - April 2010
Skills
Fixed Annuities, Series 7, Retirement Planning, Securities, Insurance, Investments, Series 63, Financial Services, Sales, Golf, Finance
Education
Shippensburg University of Pennsylvania 2003 — 2007
B.S., Finance, Marketing, Management
Trent Hollister's AXA Equitable Experience October 2013 - Present
Job Internal Wholesaler at AXA Equitable
Industry Financial Services
Experience
AXA Equitable October 2013 - Present
AXA Equitable July 2013 - October 2013
Objective Solutions International March 2013 - July 2013
Kforce Inc. April 2012 - March 2013
Eagle River Homes, LLC May 2007 - May 2012
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Human Resources, Recruiting, Internet Recruiting, Management, Vendor Management, Salesforce.com, Sourcing, Interviews, Staffing Services, Temporary Placement, Cold Calling
Education
Shippensburg University of Pennsylvania
BS, Business Management
AXA Equitable October 2013 - Present
AXA Equitable July 2013 - October 2013
Objective Solutions International March 2013 - July 2013
Kforce Inc. April 2012 - March 2013
Eagle River Homes, LLC May 2007 - May 2012
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Human Resources, Recruiting, Internet Recruiting, Management, Vendor Management, Salesforce.com, Sourcing, Interviews, Staffing Services, Temporary Placement, Cold Calling
Education
Shippensburg University of Pennsylvania
BS, Business Management
Janice Micari's AXA Equitable Experience 1996 - 2013
Job Product Manager at AXA Equitable
Industry Insurance
Experience
AXA Equitable 1996 - 2013
Education
Seton Hall University 1987 — 1991
BS, Marketing, Minor in Social Work
AXA Equitable 1996 - 2013
Education
Seton Hall University 1987 — 1991
BS, Marketing, Minor in Social Work
Anthony Amodeo's AXA Equitable Experience January 2006 - May 2008
Job consultant at MetLife
Industry Insurance
Misty Hendrick's AXA Equitable Experience November 2011 - Present
Job Replacement Case Manager at AXA Equitable
Industry Insurance
Experience
AXA Equitable November 2011 - Present
AXA Equitable 1999 - 2010
Skills
Microsoft Excel, Risk Management
Education
South Piedmont Community College 2007 — 2011
AAS, Radiation Therapy Technology
AXA Equitable November 2011 - Present
AXA Equitable 1999 - 2010
Skills
Microsoft Excel, Risk Management
Education
South Piedmont Community College 2007 — 2011
AAS, Radiation Therapy Technology
Barbara Muszynski's AXA Equitable Experience June 2012 - August 2012
Job Sales clerk at GNC
Industry Accounting
Experience
GNC May 2012 - Present
AXA Equitable June 2012 - August 2012
Sodexo October 2011 - May 2012
SUNY Institute of Technology 2010 - 2010
Citi May 2009 - August 2009
Skills
Fluent in Polish, Excel, PowerPoint, Word, Accounting, Microsoft Office
Education
State University of New York at New Paltz 2011 — 2013
Finance and Accounting
State University of New York Institute of Technology at Utica/Rome 2009 — 2011
GNC May 2012 - Present
AXA Equitable June 2012 - August 2012
Sodexo October 2011 - May 2012
SUNY Institute of Technology 2010 - 2010
Citi May 2009 - August 2009
Skills
Fluent in Polish, Excel, PowerPoint, Word, Accounting, Microsoft Office
Education
State University of New York at New Paltz 2011 — 2013
Finance and Accounting
State University of New York Institute of Technology at Utica/Rome 2009 — 2011
Detra Foster (owner)'s AXA Equitable Experience July 2006 - Present
Job Senior AssociateInforce at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2006 - Present
Better Business Bureau August 2005 - July 2006
Nationwide Insurance September 2003 - August 2005
Skills
Insurance, Life Insurance, Customer Service
Education
Shaw University
Bachelor's degree, Business Administration and Management, General
AXA Equitable July 2006 - Present
Better Business Bureau August 2005 - July 2006
Nationwide Insurance September 2003 - August 2005
Skills
Insurance, Life Insurance, Customer Service
Education
Shaw University
Bachelor's degree, Business Administration and Management, General
Tem Miller's AXA Equitable Experience March 2012 - Present
Job
Industry Financial Services
Experience
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
Dean Dubovy's AXA Equitable Experience September 2008 - Present
Job Senior Director at AXAEquitable
Industry Financial Services
Experience
AXA-Equitable September 2008 - Present
AXA-Equitable June 2001 - August 2008
AXA-Equitable June 1998 - June 2001
AXA-Equitable March 1997 - June 1998
AXA-Equitable June 1989 - March 1997
Prudential Financial February 1985 - June 1989
Skills
Auditing, Asset Management, Analysis, IFRS, Mergers & Acquisitions, Accounting, Investments, Budgets, GAAP, PeopleSoft, Risk Management, Process Improvement, Sarbanes-Oxley Act, Business Process..., Business Analysis, Internal Controls, Insurance, Financial Modeling, Finance, Financial Analysis, Financial Reporting
Education
Seton Hall University 1981 — 1985
Bachelor of Science (B.S.), Accounting
AXA-Equitable September 2008 - Present
AXA-Equitable June 2001 - August 2008
AXA-Equitable June 1998 - June 2001
AXA-Equitable March 1997 - June 1998
AXA-Equitable June 1989 - March 1997
Prudential Financial February 1985 - June 1989
Skills
Auditing, Asset Management, Analysis, IFRS, Mergers & Acquisitions, Accounting, Investments, Budgets, GAAP, PeopleSoft, Risk Management, Process Improvement, Sarbanes-Oxley Act, Business Process..., Business Analysis, Internal Controls, Insurance, Financial Modeling, Finance, Financial Analysis, Financial Reporting
Education
Seton Hall University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Donald Kaplan's AXA Equitable Experience July 1987 - July 2004
Job Compliance consultant
Industry Insurance
Experience
MetLife August 2004 - December 2013
AXA Equitable July 1987 - July 2004
Education
Seton Hall University School of Law
Doctor of Law (J.D.)
Union College
Bachelor of Arts (B.A.)
Seton Hall University
Master of Business Administration (MBA)
MetLife August 2004 - December 2013
AXA Equitable July 1987 - July 2004
Education
Seton Hall University School of Law
Doctor of Law (J.D.)
Union College
Bachelor of Arts (B.A.)
Seton Hall University
Master of Business Administration (MBA)
Robin Barrett-Walter's AXA Equitable Experience July 2006 - Present
Job Senior Customer Service Analyst II at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2006 - Present
Cigna Healthcare October 2004 - May 2006
Gardner Bender May 2001 - February 2004
Education
University of Phoenix - Charlotte North Carolina Campus 2011 — 2014
South Piedmont Community College 2004 — 2004
AXA Equitable July 2006 - Present
Cigna Healthcare October 2004 - May 2006
Gardner Bender May 2001 - February 2004
Education
University of Phoenix - Charlotte North Carolina Campus 2011 — 2014
South Piedmont Community College 2004 — 2004
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life