AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
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AXA Equitable Employees
Employee
Years
Job
Industry
John Rodrigues John Rodrigues's AXA Equitable Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
Sabre Airline Solutions August 2014 - Present
Aviture March 2014 - August 2014
DG July 2013 - February 2014
Fidelity Investments February 2012 - July 2013
Bank of America Merrill Lynch May 2010 - February 2012
BNSF Railway 1999 - May 2010
EDS Advanced Solutions 1998 - 1999
AXA Equitable 1997 - 1998
Skills
Software Development, Enterprise Software, Java Enterprise Edition, Java, Agile Methodologies, DB2, Unix, Web Services, Perl, SQL, C++, Python, Linux, JavaScript, MySQL, Maven, Tomcat, Clojure, Oracle, Spring, Hibernate, REST, Spring Framework
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
University of Pune
Bachelor's Degree, Computer Engineering
Sabre Airline Solutions August 2014 - Present
Aviture March 2014 - August 2014
DG July 2013 - February 2014
Fidelity Investments February 2012 - July 2013
Bank of America Merrill Lynch May 2010 - February 2012
BNSF Railway 1999 - May 2010
EDS Advanced Solutions 1998 - 1999
AXA Equitable 1997 - 1998
Skills
Software Development, Enterprise Software, Java Enterprise Edition, Java, Agile Methodologies, DB2, Unix, Web Services, Perl, SQL, C++, Python, Linux, JavaScript, MySQL, Maven, Tomcat, Clojure, Oracle, Spring, Hibernate, REST, Spring Framework
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
University of Pune
Bachelor's Degree, Computer Engineering
Eric Friedland Eric Friedland's AXA Equitable Experience December 2012 - October 2013
Job Student at The University of Texas at Austin The Red McCombs School of Business
Industry Financial Services
Experience
New Jersey Race Club October 2013 - May 2014
United States Swimming National Team March 2011 - December 2013
AXA Equitable December 2012 - October 2013
Texas Longhorn Aquatics September 2012 - October 2013
3Seventy August 2012 - December 2012
University of Texas Men's Swimming and Diving Team August 2008 - March 2012
Skills
PowerPoint, Finance, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Research, Economics, Social Media, Microsoft Word, Public Speaking, Social Networking, Outlook, Analysis, Accounting, English, Budgets, Strategic Planning, Negotiation, Windows, Teaching, Bloomberg, Data Analysis, Statistics, Financial Modeling, Regression Analysis, Swimming
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Master of Science in Finance
The University of Texas at Austin - Liberal Arts 2008 — 2012
Bachelor's Degree, Economics
New Jersey Race Club October 2013 - May 2014
United States Swimming National Team March 2011 - December 2013
AXA Equitable December 2012 - October 2013
Texas Longhorn Aquatics September 2012 - October 2013
3Seventy August 2012 - December 2012
University of Texas Men's Swimming and Diving Team August 2008 - March 2012
Skills
PowerPoint, Finance, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Research, Economics, Social Media, Microsoft Word, Public Speaking, Social Networking, Outlook, Analysis, Accounting, English, Budgets, Strategic Planning, Negotiation, Windows, Teaching, Bloomberg, Data Analysis, Statistics, Financial Modeling, Regression Analysis, Swimming
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Master of Science in Finance
The University of Texas at Austin - Liberal Arts 2008 — 2012
Bachelor's Degree, Economics
Andre Thomas's AXA Equitable Experience January 2011 - June 2011
Job Season Sales Account Executive
Industry Sports
Experience
Houston Rockets December 2014 - Present
Houston Texans July 2013 - Present
Houston Rockets September 2013 - Present
Houston Hispanic Chamber of Commerce May 2013 - December 2014
ProCamps Worldwide May 2013 - December 2014
Harris County-Houston Sports Authority January 2013 - December 2014
Yellow Cab Galveston August 2012 - August 2013
Yellow Cab Houston July 2011 - August 2012
AXA Equitable January 2011 - June 2011
NCAA August 2007 - June 2011
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science in Communication Studies
Fort Zumwalt South High School 2003 — 2007
Houston Rockets December 2014 - Present
Houston Texans July 2013 - Present
Houston Rockets September 2013 - Present
Houston Hispanic Chamber of Commerce May 2013 - December 2014
ProCamps Worldwide May 2013 - December 2014
Harris County-Houston Sports Authority January 2013 - December 2014
Yellow Cab Galveston August 2012 - August 2013
Yellow Cab Houston July 2011 - August 2012
AXA Equitable January 2011 - June 2011
NCAA August 2007 - June 2011
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science in Communication Studies
Fort Zumwalt South High School 2003 — 2007
Christopher Harmon Christopher Harmon's AXA Equitable Experience February 1994 - November 1995
Job Technical Operations Manager/Business Ground Control Leader ISO Execs to aid them in reaching higher Corp orbit
Industry Broadcast Media
Experience
Mood Media formerly Muzak LLC April 2010 - Present
Muzak LLC July 2006 - April 2010
Muzak LLC July 2005 - July 2006
Muzak LLC May 2000 - July 2005
Muzak LLC April 1999 - May 2000
AEI Music Network March 1996 - April 1999
AXA Equitable February 1994 - November 1995
Skills
Management, Project Management, CRM, Process Improvement, Team Building, Training, Team Leadership, Account Management, Integration, Change Management, Sales, Streaming Media, Team Management, Troubleshooting, Product Management, New Business Development, Digital Media, Technology Evaluation, Marketing Communications, Software Documentation, Video, Customer Satisfaction, Performance Improvement, Networking, Advertising, Post-sales Support, Product Rollout, Field Service Support, Talent Management, Call Centers, Control System..., Metrics Development and..., Talent Development, Project Planning, Strategic Partnerships, Sales Operations, Business Relationship..., Businsess Process..., Solutions Development, Technical Writing, Cost Control, Scrum, Real-time Control..., New Product Roll Out, Metrics Reporting, Budgets, Digital Signage
Education
The University of Texas at Arlington 1986 — 1992
Bachelor of Business Administration (BBA), Management
Mood Media formerly Muzak LLC April 2010 - Present
Muzak LLC July 2006 - April 2010
Muzak LLC July 2005 - July 2006
Muzak LLC May 2000 - July 2005
Muzak LLC April 1999 - May 2000
AEI Music Network March 1996 - April 1999
AXA Equitable February 1994 - November 1995
Skills
Management, Project Management, CRM, Process Improvement, Team Building, Training, Team Leadership, Account Management, Integration, Change Management, Sales, Streaming Media, Team Management, Troubleshooting, Product Management, New Business Development, Digital Media, Technology Evaluation, Marketing Communications, Software Documentation, Video, Customer Satisfaction, Performance Improvement, Networking, Advertising, Post-sales Support, Product Rollout, Field Service Support, Talent Management, Call Centers, Control System..., Metrics Development and..., Talent Development, Project Planning, Strategic Partnerships, Sales Operations, Business Relationship..., Businsess Process..., Solutions Development, Technical Writing, Cost Control, Scrum, Real-time Control..., New Product Roll Out, Metrics Reporting, Budgets, Digital Signage
Education
The University of Texas at Arlington 1986 — 1992
Bachelor of Business Administration (BBA), Management
Shaneisha Weir Shaneisha Weir's AXA Equitable Experience November 2009 - April 2010
Job Youth Sports Lead
Industry Marketing and Advertising
Experience
YMCA November 2010 - Present
State Farm Insurance Agency November 2012 - May 2013
Houston Dynamo January 2011 - November 2012
Houston Dynamo February 2011 - March 2012
AXA Equitable November 2009 - April 2010
UTSA Recreation Center January 2007 - May 2009
Skills
Sports Marketing, Teamwork, Event Management, Promotions, Ticket Sales, Basketball, Administrative..., Flag Football, Soccer, Event Planning, Notary, Small Business, Property & Casualty..., Customer Service, Outdoor Recreation, Microsoft Office, Youth Development, Basketball Coaching, Leadership, Vendor Management, Cold Calling
Education
The University of Texas at San Antonio 2006 — 2010
Bachelor of Business Administration, Finance
YMCA November 2010 - Present
State Farm Insurance Agency November 2012 - May 2013
Houston Dynamo January 2011 - November 2012
Houston Dynamo February 2011 - March 2012
AXA Equitable November 2009 - April 2010
UTSA Recreation Center January 2007 - May 2009
Skills
Sports Marketing, Teamwork, Event Management, Promotions, Ticket Sales, Basketball, Administrative..., Flag Football, Soccer, Event Planning, Notary, Small Business, Property & Casualty..., Customer Service, Outdoor Recreation, Microsoft Office, Youth Development, Basketball Coaching, Leadership, Vendor Management, Cold Calling
Education
The University of Texas at San Antonio 2006 — 2010
Bachelor of Business Administration, Finance
Cindy Rugel Cindy Rugel's AXA Equitable Experience June 2011 - June 2013
Job Legal Assistant I
Industry Legal Services
Experience
Buckley Madole, P.C. August 2014 - Present
AmeriCorps August 2013 - Present
AXA Equitable June 2011 - June 2013
Skills
Nonprofits, PowerPoint, Case Managment, Event Planning, Research, Case Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Program Development, Volunteer Management
Education
The College of New Jersey 2007 — 2011
Buckley Madole, P.C. August 2014 - Present
AmeriCorps August 2013 - Present
AXA Equitable June 2011 - June 2013
Skills
Nonprofits, PowerPoint, Case Managment, Event Planning, Research, Case Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Program Development, Volunteer Management
Education
The College of New Jersey 2007 — 2011
Eddie Minor's AXA Equitable Experience January 2013 - August 2013
Job Physical Education Teacher/Coach at USD #500 Kansas City, Kansas
Industry Sports
Experience
USD #500 Kansas City, Kansas August 2013 - Present
Gemini II Inc Realtors December 2014 - Present
USD #500 August 2014 - Present
CoachUp May 2013 - Present
National Scouting Report April 2013 - December 2014
Bishop Ward High School August 2013 - July 2014
The Gray Agency Inc. July 2013 - July 2014
AXA Equitable January 2013 - August 2013
Marysville High School 2012 - 2012
Davis Real Estate February 2003 - December 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Windows, English, Outlook, Strategic Planning, HTML, Account Management, New Business Development, Training, Sports, Football, Coaching
Education
The University of Kansas 1981 — 1987
Bachelor of Science (BS), Physical Education Teaching and Coaching
The University of Kansas 1981 — 1987
Bachelor of Science (B.S.), Health and Physical Education/Fitness / Journalism
USD #500 Kansas City, Kansas August 2013 - Present
Gemini II Inc Realtors December 2014 - Present
USD #500 August 2014 - Present
CoachUp May 2013 - Present
National Scouting Report April 2013 - December 2014
Bishop Ward High School August 2013 - July 2014
The Gray Agency Inc. July 2013 - July 2014
AXA Equitable January 2013 - August 2013
Marysville High School 2012 - 2012
Davis Real Estate February 2003 - December 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Windows, English, Outlook, Strategic Planning, HTML, Account Management, New Business Development, Training, Sports, Football, Coaching
Education
The University of Kansas 1981 — 1987
Bachelor of Science (BS), Physical Education Teaching and Coaching
The University of Kansas 1981 — 1987
Bachelor of Science (B.S.), Health and Physical Education/Fitness / Journalism
Cindi McCollough Cindi McCollough's AXA Equitable Experience August 1995 - February 1997
Job Project Manager at Cobb County Schools
Industry Facilities Services
Experience
Cobb County Schools June 2007 - Present
Cobb County Schools April 2001 - June 2007
AXA Equitable August 1995 - February 1997
Barbara E. Williams State Farm Agency February 1993 - June 1995
Cobb County April 1983 - April 1993
Skills
Process Management, Project Planning, Project Management, Budget, Capital Budgeting, Local Government, Operations Management, Public Administration, Budgets, Construction Management, Management, Event Management, MS Project, Process Improvement, Government, Vendor Management, Leadership, Policy, Contract Management, Team Building, Customer Service, Proposal Writing, Customer Satisfaction
Education
The University of Georgia 1979 — 1981
Master of Education (MEd), Parks/Public Administration
The University of Georgia 1973 — 1977
BSEd, Parks/Public Administration
Leadership Cobb
Cobb County Schools June 2007 - Present
Cobb County Schools April 2001 - June 2007
AXA Equitable August 1995 - February 1997
Barbara E. Williams State Farm Agency February 1993 - June 1995
Cobb County April 1983 - April 1993
Skills
Process Management, Project Planning, Project Management, Budget, Capital Budgeting, Local Government, Operations Management, Public Administration, Budgets, Construction Management, Management, Event Management, MS Project, Process Improvement, Government, Vendor Management, Leadership, Policy, Contract Management, Team Building, Customer Service, Proposal Writing, Customer Satisfaction
Education
The University of Georgia 1979 — 1981
Master of Education (MEd), Parks/Public Administration
The University of Georgia 1973 — 1977
BSEd, Parks/Public Administration
Leadership Cobb
Kelvin Wang Kelvin Wang's AXA Equitable Experience June 2011 - August 2011
Job Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP February 2013 - May 2013
AXA Equitable June 2011 - August 2011
Alloy Media + Marketing August 2010 - September 2010
Vector Marketing May 2009 - June 2009
Skills
Microsoft Excel, Accounting, Marketing, Microsoft Office, Financial Reporting, Teamwork, Tax Accounting, Presentation Skills, GoSystems, OneSource
Education
Texas A&M University 2013 — 2014
M.S., Finance
Texas A&M University 2009 — 2013
BBA, Accounting, 3.58 Cum Laude
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP February 2013 - May 2013
AXA Equitable June 2011 - August 2011
Alloy Media + Marketing August 2010 - September 2010
Vector Marketing May 2009 - June 2009
Skills
Microsoft Excel, Accounting, Marketing, Microsoft Office, Financial Reporting, Teamwork, Tax Accounting, Presentation Skills, GoSystems, OneSource
Education
Texas A&M University 2013 — 2014
M.S., Finance
Texas A&M University 2009 — 2013
BBA, Accounting, 3.58 Cum Laude
Kathryn Spaulding's AXA Equitable Experience August 2007 - April 2008
Job Senior Instructional Designer at AGL Resources
Industry Design
Experience
AGL Resources February 2010 - Present
Cbeyond January 2010 - March 2010
UPS April 2008 - February 2010
AXA Equitable August 2007 - April 2008
Spherion Corporation May 2006 - May 2007
Adecco Staffing, USA October 1999 - April 2006
Education
Virginia Commonwealth University 1991 — 1995
Bachelor of Arts, Spanish and Iberian Studies
University of South Carolina-Columbia 1988 — 1991
Liberal Arts
Universidad de Salamanca 1993 — 1994
Spanish and Iberian Studies
AGL Resources February 2010 - Present
Cbeyond January 2010 - March 2010
UPS April 2008 - February 2010
AXA Equitable August 2007 - April 2008
Spherion Corporation May 2006 - May 2007
Adecco Staffing, USA October 1999 - April 2006
Education
Virginia Commonwealth University 1991 — 1995
Bachelor of Arts, Spanish and Iberian Studies
University of South Carolina-Columbia 1988 — 1991
Liberal Arts
Universidad de Salamanca 1993 — 1994
Spanish and Iberian Studies
David Kulik David Kulik's AXA Equitable Experience June 2008 - August 2008
Job Director, Distribution Strategy at A+E Networks
Industry Entertainment
Experience
A+E Networks September 2014 - June 2015
A+E Networks June 2014 - August 2014
Lionsgate January 2014 - May 2014
ZS Associates December 2012 - June 2013
ZS Associates August 2010 - December 2012
Chartwell Consulting June 2009 - August 2009
AXA Equitable June 2008 - August 2008
AXA Equitable June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Market Research, Marketing Strategy, Sales Effectiveness, Management Consulting, Microsoft Office, SPSS, Leadership, Analytics, Competitive Analysis, Incentive Schemes, Sales Compensation, Incentive Programs, Sales Force..., Media Distribution
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Williams College 2006 — 2010
BA, Economics, Asian Studies, 3.6
A+E Networks September 2014 - June 2015
A+E Networks June 2014 - August 2014
Lionsgate January 2014 - May 2014
ZS Associates December 2012 - June 2013
ZS Associates August 2010 - December 2012
Chartwell Consulting June 2009 - August 2009
AXA Equitable June 2008 - August 2008
AXA Equitable June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Market Research, Marketing Strategy, Sales Effectiveness, Management Consulting, Microsoft Office, SPSS, Leadership, Analytics, Competitive Analysis, Incentive Schemes, Sales Compensation, Incentive Programs, Sales Force..., Media Distribution
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Williams College 2006 — 2010
BA, Economics, Asian Studies, 3.6
Terry Dressman's AXA Equitable Experience October 1990 - March 1996
Job President at Terry G. Dressman & Associates
Industry Insurance
Experience
Terry G. Dressman & Associates May 1996 - Present
GKCAHU 2010 - 2011
AXA Equitable October 1990 - March 1996
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Employee Benefits, Microsoft Office, Fixed Annuities, Long Term Care Insurance, Cold Calling, Marketing, Small Business, Leadership, Process Improvement, Term Life Insurance
Education
The University of Kansas 1979 — 1981
Masters of Arts in Math, Mathematics
Terry G. Dressman & Associates May 1996 - Present
GKCAHU 2010 - 2011
AXA Equitable October 1990 - March 1996
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Employee Benefits, Microsoft Office, Fixed Annuities, Long Term Care Insurance, Cold Calling, Marketing, Small Business, Leadership, Process Improvement, Term Life Insurance
Education
The University of Kansas 1979 — 1981
Masters of Arts in Math, Mathematics
Bobby Ward's AXA Equitable Experience 1998 - 2011
Job C. E.
Industry Government Administration
Experience
AXA Equitable 1998 - 2011
Wells Fargo Bank 1996 - 1998
The BW Group 1994 - 1996
The Equitable Life Assurance Society of the U.S. 1991 - 1994
Skills
Research, Analyzing data, Auditing, Listening, Relating to customers, Presenting ideas, Following up, Facilitating, Training, Setting Priorities, Decision Making, Series 63, 401k, Data Analysis
Education
Tulane University - A.B. Freeman School of Business
MBA, Business Administration
Xavier University of Louisiana
BS, Cum Laude, Accounting, Economics & Marketing
AXA Equitable 1998 - 2011
Wells Fargo Bank 1996 - 1998
The BW Group 1994 - 1996
The Equitable Life Assurance Society of the U.S. 1991 - 1994
Skills
Research, Analyzing data, Auditing, Listening, Relating to customers, Presenting ideas, Following up, Facilitating, Training, Setting Priorities, Decision Making, Series 63, 401k, Data Analysis
Education
Tulane University - A.B. Freeman School of Business
MBA, Business Administration
Xavier University of Louisiana
BS, Cum Laude, Accounting, Economics & Marketing
Lisa Glick Kleiner Lisa Glick Kleiner's AXA Equitable Experience January 1996 - June 1997
Job Program Coordinator at HarleyDavidson Dealer Systems
Industry Computer Software
Experience
Harley-Davidson Dealer Systems February 2013 - November 2013
Glick Family Care Giver October 2010 - November 2012
Keller Williams Realty - Huntsville September 2005 - December 2010
Keller Williams Realty November 2004 - August 2005
Keno Kozie Associates February 1998 - April 2004
Metamor Technologies, Inc. July 1997 - February 1998
AXA Equitable January 1996 - June 1997
Information Technology Solutions September 1992 - December 1995
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, DocsOpen, iManage, Lotus Notes, Wordperfect, Single Family Homes, Outlook, Access, Training Delivery, Relocation, Marketing, Sellers, Budgets, Luxury, Real Estate, Resellers
Education
The Ohio State University 1982 — 1987
BSBA, Emphasis in Human Resource Mgt
Shaker Heights High School
GED, General
Harley-Davidson Dealer Systems February 2013 - November 2013
Glick Family Care Giver October 2010 - November 2012
Keller Williams Realty - Huntsville September 2005 - December 2010
Keller Williams Realty November 2004 - August 2005
Keno Kozie Associates February 1998 - April 2004
Metamor Technologies, Inc. July 1997 - February 1998
AXA Equitable January 1996 - June 1997
Information Technology Solutions September 1992 - December 1995
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, DocsOpen, iManage, Lotus Notes, Wordperfect, Single Family Homes, Outlook, Access, Training Delivery, Relocation, Marketing, Sellers, Budgets, Luxury, Real Estate, Resellers
Education
The Ohio State University 1982 — 1987
BSBA, Emphasis in Human Resource Mgt
Shaker Heights High School
GED, General
Sebastián Salamanca's AXA Equitable Experience June 2013 - November 2013
Job Investment Portfolio Analyst at Finaccess Advisors LLC
Industry Investment Management
Experience
Finaccess Advisors LLC March 2015 - Present
Hencorp Becstone Capital, L.C. November 2013 - February 2015
AXA Equitable June 2013 - November 2013
Tulane University May 2012 - June 2013
Skills
Financial Modeling, Financial Analysis, Financial Forecasting, Spanish, Bloomberg, Valuation, Mathematics, Trade Finance, Factoring, International Business..., Microsoft Office, iWork, iLife, HTML, Crystal Ball, Visual Basic, Google Power Search..., English, Stata, Skilled Communicator, Skilled Relationship..., Strategic Negotiations, Easily Adaptable, Corporate Strategy..., Meet Deadlines, Strategic Planning
Education
Tulane University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
Universidad de los Andes 2009 — 2012
Bachelor of Science (BS), Business Administration - Economics
Finaccess Advisors LLC March 2015 - Present
Hencorp Becstone Capital, L.C. November 2013 - February 2015
AXA Equitable June 2013 - November 2013
Tulane University May 2012 - June 2013
Skills
Financial Modeling, Financial Analysis, Financial Forecasting, Spanish, Bloomberg, Valuation, Mathematics, Trade Finance, Factoring, International Business..., Microsoft Office, iWork, iLife, HTML, Crystal Ball, Visual Basic, Google Power Search..., English, Stata, Skilled Communicator, Skilled Relationship..., Strategic Negotiations, Easily Adaptable, Corporate Strategy..., Meet Deadlines, Strategic Planning
Education
Tulane University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
Universidad de los Andes 2009 — 2012
Bachelor of Science (BS), Business Administration - Economics
Michael Pankey Michael Pankey's AXA Equitable Experience September 1987 - December 1994
Job Financial Services
Industry Financial Services
Experience
M&W Logistics, Inc./Milena Entrega, Inc/Entrega Solutions, Inc/Wheel Deal Express LLC June 2009 - Present
MarkOne Holdings, LLC March 2012 - February 2014
Tea Time Girl Company 2010 - 2011
Long Beach Acceptance Corp August 1996 - January 2008
Fintek Services January 1995 - July 1996
AXA Equitable September 1987 - December 1994
KPMG December 1983 - August 1987
Skills
Accounting, Auditing, Banking, Capital Markets, Consumer Lending, Contract Negotiation, Credit, Credit Analysis, Credit Risk, Customer Service, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Insurance, Forecasting, Management, Microsoft Excel, Mortgage Lending, Negotiation, Sales Management, Sales Operations, Underwriting, Budgets, Financial Modeling, Investment Properties, Loans, Loss Mitigation, Marketing, Portfolio Management, Process Improvement, Risk Management, Strategic Planning, Real Estate, Team Building, Automotive, Customer Retention, Loan Origination, Customer Satisfaction, Mergers, Sales Process
Education
The University of Akron 1979 — 1983
BS, Accounting
M&W Logistics, Inc./Milena Entrega, Inc/Entrega Solutions, Inc/Wheel Deal Express LLC June 2009 - Present
MarkOne Holdings, LLC March 2012 - February 2014
Tea Time Girl Company 2010 - 2011
Long Beach Acceptance Corp August 1996 - January 2008
Fintek Services January 1995 - July 1996
AXA Equitable September 1987 - December 1994
KPMG December 1983 - August 1987
Skills
Accounting, Auditing, Banking, Capital Markets, Consumer Lending, Contract Negotiation, Credit, Credit Analysis, Credit Risk, Customer Service, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Insurance, Forecasting, Management, Microsoft Excel, Mortgage Lending, Negotiation, Sales Management, Sales Operations, Underwriting, Budgets, Financial Modeling, Investment Properties, Loans, Loss Mitigation, Marketing, Portfolio Management, Process Improvement, Risk Management, Strategic Planning, Real Estate, Team Building, Automotive, Customer Retention, Loan Origination, Customer Satisfaction, Mergers, Sales Process
Education
The University of Akron 1979 — 1983
BS, Accounting
veera rad veera rad's AXA Equitable Experience August 2011 - Present
Job Tech lead Datastage
Industry Computer Software
Experience
AXA Equitable August 2011 - Present
Tata Consultancy Services August 2007 - Present
Skills
Websphere, DB2, PL/SQL, WebSphere MQ, Datastage, JCL, Data Warehousing, Message Queue, Requirements Analysis, sdlc, ETL Tools, Unix Shell Scripting, ETL
Education
Thiagarajar College of Engineering 2003 — 2007
Bachelor of Engineering, Electrical & Electronics
AXA Equitable August 2011 - Present
Tata Consultancy Services August 2007 - Present
Skills
Websphere, DB2, PL/SQL, WebSphere MQ, Datastage, JCL, Data Warehousing, Message Queue, Requirements Analysis, sdlc, ETL Tools, Unix Shell Scripting, ETL
Education
Thiagarajar College of Engineering 2003 — 2007
Bachelor of Engineering, Electrical & Electronics
April Ratcliff Hammett April Ratcliff Hammett's AXA Equitable Experience 2002 - 2003
Job President Of Teague Financial Insurance Services
Industry Insurance
Experience
Teague Financial Insurance Services June 2008 - Present
Hammett Health Inc. 2005 - Present
YMCA of San Diego County 2011 - 2012
SDAHU 2005 - 2010
Blue Shield of CA March 2004 - June 2008
LPL Financial 2003 - 2004
AXA Equitable 2002 - 2003
Skills
Health Insurance, Insurance, Medicare, Strategic Planning, Sales Management, Disability Insurance, New Business Development, Employee Benefits, Long-term Care, Account Management, Negotiation, PowerPoint, Small Business, Healthcare, Sales, Team Building, Customer Service, Public Speaking, Business Planning, Health Savings Accounts, Term Life Insurance, Dentistry, Retirement, Workers Compensation, Property & Casualty..., Brokers, Medicare Part D, Life Insurance
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science (B.S.), Kinesiology and Exercise Science
The University of Texas at Austin 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Teague Financial Insurance Services June 2008 - Present
Hammett Health Inc. 2005 - Present
YMCA of San Diego County 2011 - 2012
SDAHU 2005 - 2010
Blue Shield of CA March 2004 - June 2008
LPL Financial 2003 - 2004
AXA Equitable 2002 - 2003
Skills
Health Insurance, Insurance, Medicare, Strategic Planning, Sales Management, Disability Insurance, New Business Development, Employee Benefits, Long-term Care, Account Management, Negotiation, PowerPoint, Small Business, Healthcare, Sales, Team Building, Customer Service, Public Speaking, Business Planning, Health Savings Accounts, Term Life Insurance, Dentistry, Retirement, Workers Compensation, Property & Casualty..., Brokers, Medicare Part D, Life Insurance
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science (B.S.), Kinesiology and Exercise Science
The University of Texas at Austin 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Michelle Pierce (Kavesh) Michelle Pierce (Kavesh)'s AXA Equitable Experience February 1989 - October 1991
Job Senior Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2008 - Present
Russell Investment Group March 2003 - April 2008
Russell Investment Group September 1998 - March 2003
Frank Russell Company November 1993 - February 1996
Frank Russell Company 1993 - 1995
Frank Russell Company October 1991 - February 1993
AXA Equitable February 1989 - October 1991
Skills
Investments, Hedge Funds, Consulting, Financial Services, Portfolio Management, CRM, Asset Allocation, Asset Management, Asset Managment, Equities, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Fixed Income, Securities, Fund Of Funds, Investment Strategies, Series 7, Bloomberg, Risk Management, ETFs, Investment Advisory, Financial Risk, Pensions, Pension Funds, Capital Markets, Relationship Management, Valuation, Analytics, Institutional..., Market Risk, Performance Attribution, Performance Measurement
Education
CFA Institute 1995 — 1997
Passed Levels I & II, Investments and Securities
The American College 1989 — 1990
CLU, Insurance
University of Washington 1983 — 1987
BA, Business Administration, concentration in Finance
BNY Mellon May 2008 - Present
Russell Investment Group March 2003 - April 2008
Russell Investment Group September 1998 - March 2003
Frank Russell Company November 1993 - February 1996
Frank Russell Company 1993 - 1995
Frank Russell Company October 1991 - February 1993
AXA Equitable February 1989 - October 1991
Skills
Investments, Hedge Funds, Consulting, Financial Services, Portfolio Management, CRM, Asset Allocation, Asset Management, Asset Managment, Equities, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Fixed Income, Securities, Fund Of Funds, Investment Strategies, Series 7, Bloomberg, Risk Management, ETFs, Investment Advisory, Financial Risk, Pensions, Pension Funds, Capital Markets, Relationship Management, Valuation, Analytics, Institutional..., Market Risk, Performance Attribution, Performance Measurement
Education
CFA Institute 1995 — 1997
Passed Levels I & II, Investments and Securities
The American College 1989 — 1990
CLU, Insurance
University of Washington 1983 — 1987
BA, Business Administration, concentration in Finance
Robert C. Louda Robert C. Louda's AXA Equitable Experience 1986 - 1992
Job Vice President, IT Business Management at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2015 - Present
CIT February 2014 - July 2015
MetLife 2008 - 2013
MetLife 1999 - 2008
PaineWebber (UBS) 1995 - 1999
Popkin Software & Systems 1993 - 1995
AXA Equitable 1986 - 1992
Skills
Vendor Management, PMO, Business Process..., Management, PMP, IT Cost Allocation, Quality Assurance, Strategy, IT Strategy, Project Portfolio..., Business Intelligence, Offshoring, Integration, Change Management, Leadership, Process Improvement, Governance, Relationship Building, Portfolio Management, ITIL, Project Management, IT Management, Cross Functional Team..., Budgets, Six Sigma, Continuous Improvement, Metrics, Enterprise Software, Data Warehousing, Information Technology, Project Planning, E-commerce, Business Strategy, Business Process, Outsourcing, Change Champion, IT Portfolio Financial..., Cross-functional Team..., Resource Management, Finance, IT Service Management, Team Leadership, Service Delivery, Training, Team Building, IT Operations, Troubleshooting, Operations Management, Negotiation, Relationship Management
Education
State University of New York at Albany
BA, Economics
Bronx HS of Science
JPMorgan Chase & Co. July 2015 - Present
CIT February 2014 - July 2015
MetLife 2008 - 2013
MetLife 1999 - 2008
PaineWebber (UBS) 1995 - 1999
Popkin Software & Systems 1993 - 1995
AXA Equitable 1986 - 1992
Skills
Vendor Management, PMO, Business Process..., Management, PMP, IT Cost Allocation, Quality Assurance, Strategy, IT Strategy, Project Portfolio..., Business Intelligence, Offshoring, Integration, Change Management, Leadership, Process Improvement, Governance, Relationship Building, Portfolio Management, ITIL, Project Management, IT Management, Cross Functional Team..., Budgets, Six Sigma, Continuous Improvement, Metrics, Enterprise Software, Data Warehousing, Information Technology, Project Planning, E-commerce, Business Strategy, Business Process, Outsourcing, Change Champion, IT Portfolio Financial..., Cross-functional Team..., Resource Management, Finance, IT Service Management, Team Leadership, Service Delivery, Training, Team Building, IT Operations, Troubleshooting, Operations Management, Negotiation, Relationship Management
Education
State University of New York at Albany
BA, Economics
Bronx HS of Science
Kaylee Schartner Kaylee Schartner's AXA Equitable Experience August 2013 - January 2015
Job Portfolio Operations Analyst at AXA Equitable FMG
Industry Financial Services
Experience
AXA US January 2015 - Present
AXA Equitable August 2013 - January 2015
AXA Equitable June 2013 - August 2013
National Audubon Society at Constitution Marsh June 2012 - August 2012
University at Albany August 2010 - June 2012
Highlands Country Club May 2006 - September 2011
Haldane High School December 2010 - January 2011
Skills
Regulatory Compliance, Mutual Funds, Investment Companies, Data Analysis, GIS, Statistics, Microsoft Excel, Laboratory, Customer Service, ArcGIS, Computers, Fixed Annuities, Variable Annuities, Public Speaking, GIS systems, GIS Modeling, Remote Sensing, Idrisi
Education
State University of New York at Albany 2008 — 2012
Bachelor's degree, Geological and Earth Sciences/Geosciences
Haldane High School 2004 — 2008
AXA US January 2015 - Present
AXA Equitable August 2013 - January 2015
AXA Equitable June 2013 - August 2013
National Audubon Society at Constitution Marsh June 2012 - August 2012
University at Albany August 2010 - June 2012
Highlands Country Club May 2006 - September 2011
Haldane High School December 2010 - January 2011
Skills
Regulatory Compliance, Mutual Funds, Investment Companies, Data Analysis, GIS, Statistics, Microsoft Excel, Laboratory, Customer Service, ArcGIS, Computers, Fixed Annuities, Variable Annuities, Public Speaking, GIS systems, GIS Modeling, Remote Sensing, Idrisi
Education
State University of New York at Albany 2008 — 2012
Bachelor's degree, Geological and Earth Sciences/Geosciences
Haldane High School 2004 — 2008
Marian Leitner's AXA Equitable Experience July 2009 - 2011
Job CoFounder & CEO at Archer Roose
Industry Wine and Spirits
Experience
Archer Roose June 2015 - Present
Global Partnership for Education/World Bank October 2013 - June 2015
GAVI Alliance August 2011 - September 2013
ProInspire August 2011 - August 2012
Explosion-Proof Magazine 2010 - 2012
AXA Equitable July 2009 - 2011
Camp Jeanne D'Arc September 2008 - June 2009
AXA Equitable June 2008 - August 2008
AllianceBernstein May 2007 - August 2007
The Temple of Understanding June 2004 - August 2004
Skills
International Relations, Cross-functional Team..., Writing, Public Speaking, Storytelling, Thought Leadership, Creative Problem Solving, Client Relationship..., Magazine Writing, Ideation, CRM, Idea Generation, Magazines, Research, Analytical Skills, Marketing, Business Planning, Social Media, Strategy, Nonprofits, Fundraising, Leadership, Strategic Planning, Market Research, International..., Global Health, Entrepreneurship, Government, Data Analysis
Education
The Johns Hopkins University 2005 — 2009
B.A., International Studies
The University of Edinburgh 2007 — 2008
STUDY ABROAD, Political Theory
Convent of the Sacred Heart 1991 — 2005
High School
Archer Roose June 2015 - Present
Global Partnership for Education/World Bank October 2013 - June 2015
GAVI Alliance August 2011 - September 2013
ProInspire August 2011 - August 2012
Explosion-Proof Magazine 2010 - 2012
AXA Equitable July 2009 - 2011
Camp Jeanne D'Arc September 2008 - June 2009
AXA Equitable June 2008 - August 2008
AllianceBernstein May 2007 - August 2007
The Temple of Understanding June 2004 - August 2004
Skills
International Relations, Cross-functional Team..., Writing, Public Speaking, Storytelling, Thought Leadership, Creative Problem Solving, Client Relationship..., Magazine Writing, Ideation, CRM, Idea Generation, Magazines, Research, Analytical Skills, Marketing, Business Planning, Social Media, Strategy, Nonprofits, Fundraising, Leadership, Strategic Planning, Market Research, International..., Global Health, Entrepreneurship, Government, Data Analysis
Education
The Johns Hopkins University 2005 — 2009
B.A., International Studies
The University of Edinburgh 2007 — 2008
STUDY ABROAD, Political Theory
Convent of the Sacred Heart 1991 — 2005
High School
Angeli Arndt Angeli Arndt's AXA Equitable Experience 2004 - 2008
Job Product Manager; Designer
Industry Marketing and Advertising
Experience
School of the Art Institute of Chicago October 2010 - Present
threewalls 2010 - 2013
AXA Equitable 2004 - 2008
Washington Mutual 2002 - 2004
Skills
Marketing Strategy, Marketing, Project Management, Relationship Management, Social Promotion, Adobe Creative Suite, Creative Direction, Art Direction, Graphic Design, Layout, Microblogging, Illustrator, InDesign, Photoshop, Content Management, Publishing, Branding & Identity, Photography, Mac, PC, Curating, Editing, Typography, Drawing, Painting, Illustration, Arts Administration, Printmaking, Digital Photography, Art, Art History, Social Media, Logo Design, Research
Education
The School of the Art Institute of Chicago 2008 — 2010
Bachelor of Fine Arts (BFA), Arts Admin, Design
School of the Art Institute of Chicago October 2010 - Present
threewalls 2010 - 2013
AXA Equitable 2004 - 2008
Washington Mutual 2002 - 2004
Skills
Marketing Strategy, Marketing, Project Management, Relationship Management, Social Promotion, Adobe Creative Suite, Creative Direction, Art Direction, Graphic Design, Layout, Microblogging, Illustrator, InDesign, Photoshop, Content Management, Publishing, Branding & Identity, Photography, Mac, PC, Curating, Editing, Typography, Drawing, Painting, Illustration, Arts Administration, Printmaking, Digital Photography, Art, Art History, Social Media, Logo Design, Research
Education
The School of the Art Institute of Chicago 2008 — 2010
Bachelor of Fine Arts (BFA), Arts Admin, Design
Aaron Willis's AXA Equitable Experience February 2006 - April 2010
Job Performance Excellence Manager at Duke Energy Corporation
Industry Financial Services
Experience
Duke Energy Corporation October 2013 - Present
Ally Financial Inc. May 2012 - October 2013
Bank of America April 2010 - May 2012
AXA Equitable February 2006 - April 2010
Pepsi Bottling Group March 2005 - February 2006
US Army May 2000 - March 2005
Skills
Change, PMP, Process Improvement, Six Sigma, Requirements Analysis, Business Requirements, Change Management, Metrics, DMAIC, Mortgage, Analysis, Business Process, Project Plans, Cross-functional Team..., Risk Management, Production, Deployment, Lean Manufacturing, Program Management, Team Building, Leadership, Project Management, Business Process..., Vendor Management, Process Engineering, Strategy, Operations Management, Project Portfolio...
Education
United States Military Academy at West Point 1996 — 2000
Bachelor of Science, Systems Engineering
Mercersburg Academy
Tully High School
Duke Energy Corporation October 2013 - Present
Ally Financial Inc. May 2012 - October 2013
Bank of America April 2010 - May 2012
AXA Equitable February 2006 - April 2010
Pepsi Bottling Group March 2005 - February 2006
US Army May 2000 - March 2005
Skills
Change, PMP, Process Improvement, Six Sigma, Requirements Analysis, Business Requirements, Change Management, Metrics, DMAIC, Mortgage, Analysis, Business Process, Project Plans, Cross-functional Team..., Risk Management, Production, Deployment, Lean Manufacturing, Program Management, Team Building, Leadership, Project Management, Business Process..., Vendor Management, Process Engineering, Strategy, Operations Management, Project Portfolio...
Education
United States Military Academy at West Point 1996 — 2000
Bachelor of Science, Systems Engineering
Mercersburg Academy
Tully High School
JORDAN HELFGOTT JORDAN HELFGOTT's AXA Equitable Experience January 2012 - June 2014
Job FINANCIAL PROFESSIONAL at New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
AXA Equitable January 2012 - June 2014
Superior Mortgage May 2007 - July 2011
U-VANTAGE HOME LENDING May 2006 - May 2007
Skills
401k Rollovers, 403 b, Fixed Annuities, Variable Annuities, Indexed Annuities, Term Life Insurance, Stock Management, Outstanding..., Long Term Care Insurance, Retirement Planning, Social Networking, Cross Selling
Education
SUNY Albany 2002 — 2006
Bachelor of Business Administration (BBA), Economics
New York Life Insurance Company June 2014 - Present
AXA Equitable January 2012 - June 2014
Superior Mortgage May 2007 - July 2011
U-VANTAGE HOME LENDING May 2006 - May 2007
Skills
401k Rollovers, 403 b, Fixed Annuities, Variable Annuities, Indexed Annuities, Term Life Insurance, Stock Management, Outstanding..., Long Term Care Insurance, Retirement Planning, Social Networking, Cross Selling
Education
SUNY Albany 2002 — 2006
Bachelor of Business Administration (BBA), Economics
Bryan Koepp Bryan Koepp's AXA Equitable Experience 2000 - 2007
Job Senior Vice President/Regional Wealth Strategist Private Wealth Management at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2015 - Present
PNC Wealth Management October 2012 - Present
PNC Wealth Management March 2014 - August 2015
PNC Wealth Management July 2012 - August 2015
BB&T Wealth Management January 2011 - June 2012
BB&T 2011 - 2012
BB&T March 2008 - December 2010
AXA Equitable 2000 - 2007
College of Wooster 1995 - 1996
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Retirement Planning, Asset Allocation, Investments, Wealth, Small Business Lending, Investment Advisory, Investment Strategies
Education
The Ohio State University Moritz College of Law 1997 — 2000
Doctor of Law (J.D.)
The College of Wooster 1992 — 1996
B.A. with Honors, Political Science (Major), History (Minor), Communications (Minor)
Regions Bank August 2015 - Present
PNC Wealth Management October 2012 - Present
PNC Wealth Management March 2014 - August 2015
PNC Wealth Management July 2012 - August 2015
BB&T Wealth Management January 2011 - June 2012
BB&T 2011 - 2012
BB&T March 2008 - December 2010
AXA Equitable 2000 - 2007
College of Wooster 1995 - 1996
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Retirement Planning, Asset Allocation, Investments, Wealth, Small Business Lending, Investment Advisory, Investment Strategies
Education
The Ohio State University Moritz College of Law 1997 — 2000
Doctor of Law (J.D.)
The College of Wooster 1992 — 1996
B.A. with Honors, Political Science (Major), History (Minor), Communications (Minor)
Deborah Stewart's AXA Equitable Experience May 2006 - June 2007
Job Brand & Marketing Strategist and Independent Writing Professional
Industry Marketing and Advertising
Experience
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Nate Larson Nate Larson's AXA Equitable Experience December 2013 - Present
Job Chief of Staff to the Vice Chairman at AXA US
Industry Financial Services
Experience
AXA US December 2014 - Present
AXA Equitable December 2013 - Present
AXA Equitable January 2011 - December 2013
AXA Equitable October 2004 - January 2011
Skills
Series 4, Series 7, Series 24, Series 53, Series 66
Education
The American College
Master's degree, Financial Services
University of Alabama
Bachelor's degree, Finance
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional
AXA US December 2014 - Present
AXA Equitable December 2013 - Present
AXA Equitable January 2011 - December 2013
AXA Equitable October 2004 - January 2011
Skills
Series 4, Series 7, Series 24, Series 53, Series 66
Education
The American College
Master's degree, Financial Services
University of Alabama
Bachelor's degree, Finance
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional
james giustino james giustino's AXA Equitable Experience December 2011 - Present
Job Systems Architect 6
Industry Computer Software
Experience
Duke Energy Corporation May 2013 - Present
AXA Equitable December 2011 - Present
S March 2011 - Present
NCID May 2014 - December 2014
Ettain Group 2013 - 2014
Coca-Cola Bottling Company United, Inc. October 2012 - January 2013
EmTech Enterprises March 2011 - December 2011
The Remi Group / Insight Global October 2009 - January 2010
Patient Care Technologies / Logical Advantage June 2009 - August 2009
Bank Of America / Genesis10 February 2009 - March 2009
Skills
C#, .NET, Microsoft SQL Server, ASP.NET, XML, JavaScript, Agile Methodologies, SQL, VB.NET, Databases, Software Development, SSIS, T-SQL, MySQL, Oracle, TFS, CMMI, ITDM, Entity Framework, VB6, Objective-C, Forth, Mathematica, Uml, BPMN 2, SOAP, Design Patterns, SharePoint
Education
The University of Akron 1994 — 1997
ian mcdonald, Computer Science
CPCC
CPCC
CPCC
Duke Energy Corporation May 2013 - Present
AXA Equitable December 2011 - Present
S March 2011 - Present
NCID May 2014 - December 2014
Ettain Group 2013 - 2014
Coca-Cola Bottling Company United, Inc. October 2012 - January 2013
EmTech Enterprises March 2011 - December 2011
The Remi Group / Insight Global October 2009 - January 2010
Patient Care Technologies / Logical Advantage June 2009 - August 2009
Bank Of America / Genesis10 February 2009 - March 2009
Skills
C#, .NET, Microsoft SQL Server, ASP.NET, XML, JavaScript, Agile Methodologies, SQL, VB.NET, Databases, Software Development, SSIS, T-SQL, MySQL, Oracle, TFS, CMMI, ITDM, Entity Framework, VB6, Objective-C, Forth, Mathematica, Uml, BPMN 2, SOAP, Design Patterns, SharePoint
Education
The University of Akron 1994 — 1997
ian mcdonald, Computer Science
CPCC
CPCC
CPCC
Yi Ling's AXA Equitable Experience February 2013 - May 2013
Job Wealth Management Intern at AXA Equitable
Industry Financial Services
Experience
AXA Equitable February 2013 - May 2013
TaiSu Real Estate, Ltd June 2011 - August 2011
MENTOR.org October 2010 - April 2011
GWU International Service Office December 2010 - January 2011
TaiSu Real Estate, ltd July 2009 - August 2009
Skills
SAS, R, SQL, SAS programming, Microsoft Office, Regression Analysis, Risk Assessment, Regression Models, Data Analysis, Microsoft Excel, Morningstar, Google Analytics, CMS, Convio
Education
The George Washington University 2010 — 2012
Master of Science, Statistics
University College London 2007 — 2010
Bachelor of Science, Statistics, Computing, Operational Research and Economics
Harvard Summer School 2008 — 2008
Globalization and Global Justice, A-
AXA Equitable February 2013 - May 2013
TaiSu Real Estate, Ltd June 2011 - August 2011
MENTOR.org October 2010 - April 2011
GWU International Service Office December 2010 - January 2011
TaiSu Real Estate, ltd July 2009 - August 2009
Skills
SAS, R, SQL, SAS programming, Microsoft Office, Regression Analysis, Risk Assessment, Regression Models, Data Analysis, Microsoft Excel, Morningstar, Google Analytics, CMS, Convio
Education
The George Washington University 2010 — 2012
Master of Science, Statistics
University College London 2007 — 2010
Bachelor of Science, Statistics, Computing, Operational Research and Economics
Harvard Summer School 2008 — 2008
Globalization and Global Justice, A-
Bruce Guillemette's AXA Equitable Experience March 2007 - October 2012
Job Vice President, Advanced Markets at AXA US
Industry Insurance
Experience
AXA US November 2012 - Present
Society of Financial Services Professionals, Hartford Chapter June 2011 - Present
AXA Equitable March 2007 - October 2012
Society for Financial Services Professionals, Hartford, CT Chapter July 2008 - June 2010
MassMutual March 1995 - March 2007
Security-Connecticut Life Insurance Co. September 1982 - March 1995
Skills
Insurance, Estate Planning, Life Insurance, Retirement, Employee Benefits, Retirement Planning, Wealth Management, Series 7, Financial Services, Succession Planning, Executive Pay, Management, Business Planning, Leadership, Deferred Compensation, Series 6, Public Speaking, Investments, Executive Bonus Plans, Long-term Care, Mutual Funds, Series 63, Term Life Insurance, IRAs, Risk Management, Underwriting, Sales, Excel, Team Building, Marketing, Program Management, Split Dollar, Executive Compensation, COLI, Microsoft Excel, Asset Allocation, Sales Management, Long Term Care Insurance, Health Insurance, Securities, Whole Life, Financial Advisory, BOLI, Competitive Analysis, Variable Annuities, Wealth, Strategic Financial..., Financial Planners, Executive Benefits
Education
The American College 2000 — 2002
MSM, Management
AXA US November 2012 - Present
Society of Financial Services Professionals, Hartford Chapter June 2011 - Present
AXA Equitable March 2007 - October 2012
Society for Financial Services Professionals, Hartford, CT Chapter July 2008 - June 2010
MassMutual March 1995 - March 2007
Security-Connecticut Life Insurance Co. September 1982 - March 1995
Skills
Insurance, Estate Planning, Life Insurance, Retirement, Employee Benefits, Retirement Planning, Wealth Management, Series 7, Financial Services, Succession Planning, Executive Pay, Management, Business Planning, Leadership, Deferred Compensation, Series 6, Public Speaking, Investments, Executive Bonus Plans, Long-term Care, Mutual Funds, Series 63, Term Life Insurance, IRAs, Risk Management, Underwriting, Sales, Excel, Team Building, Marketing, Program Management, Split Dollar, Executive Compensation, COLI, Microsoft Excel, Asset Allocation, Sales Management, Long Term Care Insurance, Health Insurance, Securities, Whole Life, Financial Advisory, BOLI, Competitive Analysis, Variable Annuities, Wealth, Strategic Financial..., Financial Planners, Executive Benefits
Education
The American College 2000 — 2002
MSM, Management
Genevieve Thayer Genevieve Thayer's AXA Equitable Experience October 2001 - December 2007
Job Director of Client Services & Operations
Industry Financial Services
Experience
Van Leeuwen & Company, LLC February 2014 - Present
Confidential (B/D LPL Financial) May 2012 - December 2013
Company confidential July 2007 - April 2012
AXA Equitable October 2001 - December 2007
Education
Thomas Edison State College 2013 — 2014
Undergraduate, B.A. Psychology
Van Leeuwen & Company, LLC February 2014 - Present
Confidential (B/D LPL Financial) May 2012 - December 2013
Company confidential July 2007 - April 2012
AXA Equitable October 2001 - December 2007
Education
Thomas Edison State College 2013 — 2014
Undergraduate, B.A. Psychology
Shauna Murphy Shauna Murphy's AXA Equitable Experience June 2007 - August 2007
Job Vote Audit Analyst at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2012 - Present
American Oxygen Company January 2009 - October 2012
Victoria's Secret March 2006 - December 2009
AXA Equitable June 2007 - August 2007
Skills
Excel, Word, Customer Relations, Sales, Customer Service, Customer Satisfaction, CRM, Strategy, Time Management, PowerPoint, Analytics, Teamwork, Data Analysis
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science, Business Aministration, concentration in Finance/Management, Minor in Economics
Broadridge Financial Solutions October 2012 - Present
American Oxygen Company January 2009 - October 2012
Victoria's Secret March 2006 - December 2009
AXA Equitable June 2007 - August 2007
Skills
Excel, Word, Customer Relations, Sales, Customer Service, Customer Satisfaction, CRM, Strategy, Time Management, PowerPoint, Analytics, Teamwork, Data Analysis
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science, Business Aministration, concentration in Finance/Management, Minor in Economics
Dennis Sullivan Dennis Sullivan's AXA Equitable Experience January 1979 - Present
Job Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 1979 - Present
Skills
Series 24, Series 7, Series 63, FINRA, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, 401k, Retirement Planning, Wealth Management, Retirement, Financial Services, Risk Management, Variable Annuities, Life Insurance, Series 6, Series 65, Uniform Combined State..., Asset Allocation, Alternative Investments, Separately Managed...
Education
College of Insurance 1978 — 1983
Bachelor of Business Administration (B.B.A.)
The American College
CLU, ChFC
AXA Equitable January 1979 - Present
Skills
Series 24, Series 7, Series 63, FINRA, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, 401k, Retirement Planning, Wealth Management, Retirement, Financial Services, Risk Management, Variable Annuities, Life Insurance, Series 6, Series 65, Uniform Combined State..., Asset Allocation, Alternative Investments, Separately Managed...
Education
College of Insurance 1978 — 1983
Bachelor of Business Administration (B.B.A.)
The American College
CLU, ChFC
Permjit Ghotra Permjit Ghotra's AXA Equitable Experience 2007 - October 2011
Job Senior Solutions Delivery Director at AXA US
Industry Information Technology and Services
Experience
AXA US October 2011 - Present
AXA Equitable 2007 - October 2011
AXA Equitable May 2007 - August 2008
Enterpulse April 2006 - March 2007
Office of Information Technology, State of New Jersey May 2003 - March 2006
Legal and IP Departments, Agere Systems November 2000 - May 2003
Prudential Marketing and Customer Management System, Prudential July 1998 - October 2000
Enterprise Software Deployment, PriceWaterhouseCoopers May 1998 - July 1998
Tactical Applications Group, Ernst & Young September 1997 - May 1998
Fannie Mae, Washington D.C. October 1996 - September 1997
Skills
SDLC, Project Management, Program Management, Management, Business Analysis, PMO, Software Development, Software Project..., IT Strategy, Cross-functional Team..., Enterprise Architecture, Integration, PMP, Leadership, Requirements Gathering, Risk Management, IT Management, Process Improvement, Project Portfolio..., Business Process..., Vendor Management, Agile Methodologies, Requirements Analysis, Visio, Project Delivery, Business Requirements, Information Technology, Business Intelligence, Analysis, Systems Analysis, Resource Management, Solution Architecture, Governance, CMMI, Business Process, Quality Assurance, Change Management, Agile Project Management, MS Project, Financial Services, IT Service Management, CRM, Outsourcing, Business Strategy, ITIL, Data Warehousing, Strategy, Business Process..., User Acceptance Testing, Business Transformation
Education
Project Management Institute (PMI) 2005 — 2005
Certified Project Management Professional (PMP)
Lotus Notes Certified Application Developer 1998 — 1998
Lotus Notes Certified Application Developer
The University of Akron 1994 — 1996
M.S.
University of Mumbai 1989 — 1993
B.E.
AXA US October 2011 - Present
AXA Equitable 2007 - October 2011
AXA Equitable May 2007 - August 2008
Enterpulse April 2006 - March 2007
Office of Information Technology, State of New Jersey May 2003 - March 2006
Legal and IP Departments, Agere Systems November 2000 - May 2003
Prudential Marketing and Customer Management System, Prudential July 1998 - October 2000
Enterprise Software Deployment, PriceWaterhouseCoopers May 1998 - July 1998
Tactical Applications Group, Ernst & Young September 1997 - May 1998
Fannie Mae, Washington D.C. October 1996 - September 1997
Skills
SDLC, Project Management, Program Management, Management, Business Analysis, PMO, Software Development, Software Project..., IT Strategy, Cross-functional Team..., Enterprise Architecture, Integration, PMP, Leadership, Requirements Gathering, Risk Management, IT Management, Process Improvement, Project Portfolio..., Business Process..., Vendor Management, Agile Methodologies, Requirements Analysis, Visio, Project Delivery, Business Requirements, Information Technology, Business Intelligence, Analysis, Systems Analysis, Resource Management, Solution Architecture, Governance, CMMI, Business Process, Quality Assurance, Change Management, Agile Project Management, MS Project, Financial Services, IT Service Management, CRM, Outsourcing, Business Strategy, ITIL, Data Warehousing, Strategy, Business Process..., User Acceptance Testing, Business Transformation
Education
Project Management Institute (PMI) 2005 — 2005
Certified Project Management Professional (PMP)
Lotus Notes Certified Application Developer 1998 — 1998
Lotus Notes Certified Application Developer
The University of Akron 1994 — 1996
M.S.
University of Mumbai 1989 — 1993
B.E.
Fred Wilner Fred Wilner's AXA Equitable Experience October 1996 - June 1997
Job Attorney at Law at Fred Wilner, JD
Industry Management Consulting
Experience
Fred Wilner, JD November 1995 - Present
Tin Lizzie 18, Inc. 2009 - 2010
Prosper May 2006 - May 2009
State Farm Insurance November 1998 - June 2000
AXA Equitable October 1996 - June 1997
Bench Products July 1995 - December 1996
Merit Insurance Company November 1994 - November 1995
Shipley & Wilner Ltd. September 1989 - November 1995
Skills
Public Speaking, Entrepreneur, Strategic Planning, Sales Management, Executive Coaching, Fundraising, Management Consulting, Organizational..., Team Leadership, Contract Management, Account Management, Contract Negotiation, Staff Development, Entrepreneurship, Project Management, Management, Litigation, Leadership, Start-ups, Strategy
Education
St. Catherine's College, Oxford University
international law
The John Marshall Law School
JD, law
University of Miami
BA, History
Fred Wilner, JD November 1995 - Present
Tin Lizzie 18, Inc. 2009 - 2010
Prosper May 2006 - May 2009
State Farm Insurance November 1998 - June 2000
AXA Equitable October 1996 - June 1997
Bench Products July 1995 - December 1996
Merit Insurance Company November 1994 - November 1995
Shipley & Wilner Ltd. September 1989 - November 1995
Skills
Public Speaking, Entrepreneur, Strategic Planning, Sales Management, Executive Coaching, Fundraising, Management Consulting, Organizational..., Team Leadership, Contract Management, Account Management, Contract Negotiation, Staff Development, Entrepreneurship, Project Management, Management, Litigation, Leadership, Start-ups, Strategy
Education
St. Catherine's College, Oxford University
international law
The John Marshall Law School
JD, law
University of Miami
BA, History
Joe Lynch (JHL@aggienetwork.com) Joe Lynch (JHL@aggienetwork.com)'s AXA Equitable Experience May 1991 - August 1992
Job Assistant Vice President, Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group June 2002 - Present
Western & Southern Financial Group June 2002 - Present
USAA Life Insurance Company September 1992 - May 2002
USAA Life Insurance Company November 1999 - November 2000
USAA May 1997 - November 1999
USAA September 1992 - May 1997
AXA Equitable May 1991 - August 1992
Skills
Customer Service, Sales Operations, Call Center, Coaching, Investments, Life Insurance, Executive Management, Operations Management, Selling, Vendor Management, Sales Management, Customer Relations, Call Center Management, Call Center Technology
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration, Marketing
Western & Southern Financial Group June 2002 - Present
Western & Southern Financial Group June 2002 - Present
USAA Life Insurance Company September 1992 - May 2002
USAA Life Insurance Company November 1999 - November 2000
USAA May 1997 - November 1999
USAA September 1992 - May 1997
AXA Equitable May 1991 - August 1992
Skills
Customer Service, Sales Operations, Call Center, Coaching, Investments, Life Insurance, Executive Management, Operations Management, Selling, Vendor Management, Sales Management, Customer Relations, Call Center Management, Call Center Technology
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration, Marketing
Bradley Uhr's AXA Equitable Experience September 2000 - April 2009
Job Managing Director at CTMI, LLC
Industry Management Consulting
Experience
CTMI, LLC February 2010 - Present
AXA Equitable September 2000 - April 2009
NexTrend March 1999 - August 2000
Principal Financial Securities, Inc. 1995 - 1998
Southwest Secruties Group / Trust Company of Texas 1992 - 1994
Ernst & Young 1989 - 1992
Education
The University of Texas at Austin 1985 — 1989
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1985 — 1989
BBA, Accounting
Highland Park High School
CTMI, LLC February 2010 - Present
AXA Equitable September 2000 - April 2009
NexTrend March 1999 - August 2000
Principal Financial Securities, Inc. 1995 - 1998
Southwest Secruties Group / Trust Company of Texas 1992 - 1994
Ernst & Young 1989 - 1992
Education
The University of Texas at Austin 1985 — 1989
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1985 — 1989
BBA, Accounting
Highland Park High School
Charles Sokolski Charles Sokolski's AXA Equitable Experience February 1995 - December 1998
Job President & Owner at L&C Solutions Specializing in IT Management Consulting
Industry Information Technology and Services
Experience
L&C Solutions September 2010 - Present
AXA Technology Services December 1998 - July 2008
AXA Equitable February 1995 - December 1998
AXA Equitable April 1989 - February 1995
Empire Blue Cross Blue Shield May 1988 - April 1989
MetLife 1980 - 1988
Skills
Data Center, Vendor Management, IT Management, Strategic Planning, Enterprise Architecture, IT Strategy, IT Service Management, ITIL, Project Planning, Software Project..., PMO, Project Delivery, Management, Outsourcing, Integration, SDLC, Disaster Recovery, Business Process..., Project Portfolio..., Network Design, Telecommunications, Service Delivery, Program Management, Managed Services, Six Sigma, Operations Management, Governance, Networking, IT Operations, Cloud Computing
Education
University at Albany, SUNY 1975 — 1979
L&C Solutions September 2010 - Present
AXA Technology Services December 1998 - July 2008
AXA Equitable February 1995 - December 1998
AXA Equitable April 1989 - February 1995
Empire Blue Cross Blue Shield May 1988 - April 1989
MetLife 1980 - 1988
Skills
Data Center, Vendor Management, IT Management, Strategic Planning, Enterprise Architecture, IT Strategy, IT Service Management, ITIL, Project Planning, Software Project..., PMO, Project Delivery, Management, Outsourcing, Integration, SDLC, Disaster Recovery, Business Process..., Project Portfolio..., Network Design, Telecommunications, Service Delivery, Program Management, Managed Services, Six Sigma, Operations Management, Governance, Networking, IT Operations, Cloud Computing
Education
University at Albany, SUNY 1975 — 1979
William Scott Waller William Scott Waller's AXA Equitable Experience May 2011 - September 2011
Job Senior Commercial Analyst at PPD
Industry Pharmaceuticals
Experience
PPD February 2012 - Present
AXA Equitable May 2011 - September 2011
Ruby Tuesday - Independence Mall July 2006 - August 2010
Ruby Tuesday February 2009 - April 2010
Ruby Tuesday July 2006 - November 2008
Qdoba Mexican Grill December 2004 - July 2006
Skills
Outlook, Management, Microsoft Excel, Budgets, Microsoft Office, Customer Service, Access, Team Leadership, CRM, Time Management, Customer Satisfaction, Leadership, Forecasting, Clinical Trials, Finance, Data Analysis, Pharmaceutical Industry, Cross-functional Team..., Contract Negotiation
Education
University of North Carolina at Wilmington 2009 — 2011
BS, Business Administration with concentration in Finance, 4.0
The Ohio State University 2000 — 2003
Computer Information Science
PPD February 2012 - Present
AXA Equitable May 2011 - September 2011
Ruby Tuesday - Independence Mall July 2006 - August 2010
Ruby Tuesday February 2009 - April 2010
Ruby Tuesday July 2006 - November 2008
Qdoba Mexican Grill December 2004 - July 2006
Skills
Outlook, Management, Microsoft Excel, Budgets, Microsoft Office, Customer Service, Access, Team Leadership, CRM, Time Management, Customer Satisfaction, Leadership, Forecasting, Clinical Trials, Finance, Data Analysis, Pharmaceutical Industry, Cross-functional Team..., Contract Negotiation
Education
University of North Carolina at Wilmington 2009 — 2011
BS, Business Administration with concentration in Finance, 4.0
The Ohio State University 2000 — 2003
Computer Information Science
Thomas Nelson, ChFC, CLU, MSFS Thomas Nelson, ChFC, CLU, MSFS's AXA Equitable Experience August 1991 - 2001
Job Financial Advisor at Nelson Financial Group
Industry Financial Services
Experience
Nelson Financial Group August 2002 - Present
Mohawk Valley Chamber of Commerce 1992 - 2013
AXA Equitable August 1991 - 2001
City of Utica January 1978 - December 1990
Vicks Lithograph 1974 - 1977
Eastman Kodak 1970 - 1973
Skills
Insurance, Retirement, Retirement Planning, Investments, Series 7, Estate Planning, Life Insurance, Mutual Funds, Fixed Annuities, Analysis, Sales, Accounting, Long-term Care, Disability Insurance, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 1996 — 2001
MSFS, Financial Planning and Services
Utica College 1984 — 1990
Bachelor of Science (BS), Computer Science
Utica College 1966 — 1969
Bachelor's degree, English
Nelson Financial Group August 2002 - Present
Mohawk Valley Chamber of Commerce 1992 - 2013
AXA Equitable August 1991 - 2001
City of Utica January 1978 - December 1990
Vicks Lithograph 1974 - 1977
Eastman Kodak 1970 - 1973
Skills
Insurance, Retirement, Retirement Planning, Investments, Series 7, Estate Planning, Life Insurance, Mutual Funds, Fixed Annuities, Analysis, Sales, Accounting, Long-term Care, Disability Insurance, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 1996 — 2001
MSFS, Financial Planning and Services
Utica College 1984 — 1990
Bachelor of Science (BS), Computer Science
Utica College 1966 — 1969
Bachelor's degree, English
Joshua Maak Joshua Maak's AXA Equitable Experience June 2010 - March 2011
Job Director, Communications and Advocacy at The Sulphur Institute
Industry International Trade and Development
Experience
The Sulphur Institute January 2015 - Present
The Sulphur Institute August 2011 - January 2015
AXA Equitable June 2010 - March 2011
The Sulphur Institute September 2008 - May 2010
George Washington University September 2004 - October 2008
Smithsonian National Museum of American History September 2007 - May 2008
Center For Talented Youth (Johns Hopkins University) May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Adobe Acrobat, Photoshop, Illustrator, Microsoft Word, CSS, HTML, Research, Public Speaking, Strategic Planning, Project Management, Team Leadership, Editing
Education
The George Washington University 2008 — 2009
MA, American Studies
The George Washington University 2004 — 2008
BA, American Studies
The Sulphur Institute January 2015 - Present
The Sulphur Institute August 2011 - January 2015
AXA Equitable June 2010 - March 2011
The Sulphur Institute September 2008 - May 2010
George Washington University September 2004 - October 2008
Smithsonian National Museum of American History September 2007 - May 2008
Center For Talented Youth (Johns Hopkins University) May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Adobe Acrobat, Photoshop, Illustrator, Microsoft Word, CSS, HTML, Research, Public Speaking, Strategic Planning, Project Management, Team Leadership, Editing
Education
The George Washington University 2008 — 2009
MA, American Studies
The George Washington University 2004 — 2008
BA, American Studies
Bonnie Birns, FSA, MAAA Bonnie Birns, FSA, MAAA's AXA Equitable Experience June 1987 - August 1989
Job Finance & Risk Actuarial Consultant at Accenture
Industry Financial Services
Experience
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Jason Cevera's AXA Equitable Experience November 2011 - January 2014
Job Innovative & Solution Driven Creative Director
Industry Marketing and Advertising
Experience
halfGenius January 2011 - Present
Beneficial Bank February 2014 - October 2014
AXA Equitable November 2011 - January 2014
Villanova University April 2006 - October 2011
Freelance Graphic and Web Designer 2010 - 2011
deme July 2010 - September 2010
Rock the Vote May 2002 - September 2004
Skills
Web Design, Web Development, Web Strategy, Wordpress, Graphic Design, CSS, HTML5, jQuery, Interactive tradeshow..., Microsites, You name it. You Got..., Art Direction, Blogging, Photography, User Interface Design, Facebook, User Experience, Mobile Applications, Adobe Creative Suite, Illustrator, Dreamweaver, Interaction Design, Logo Design, Flash, Photoshop, Brochures, Information Architecture, Typography, InDesign, Layout, Video Production, Marketing Strategy, HTML, Branding, SEO, Corporate Identity, Creative Direction, QuarkXPress, Graphics, Concept Development, User Interface, Mobile Design, PHP, Illustration, Email Marketing, After Effects, OS X, Visual Communication, Experience Design, Image Manipulation
Education
The University of the Arts 2001 — 2005
bfa, graphic design
west windsor high school 1997 — 2001
halfGenius January 2011 - Present
Beneficial Bank February 2014 - October 2014
AXA Equitable November 2011 - January 2014
Villanova University April 2006 - October 2011
Freelance Graphic and Web Designer 2010 - 2011
deme July 2010 - September 2010
Rock the Vote May 2002 - September 2004
Skills
Web Design, Web Development, Web Strategy, Wordpress, Graphic Design, CSS, HTML5, jQuery, Interactive tradeshow..., Microsites, You name it. You Got..., Art Direction, Blogging, Photography, User Interface Design, Facebook, User Experience, Mobile Applications, Adobe Creative Suite, Illustrator, Dreamweaver, Interaction Design, Logo Design, Flash, Photoshop, Brochures, Information Architecture, Typography, InDesign, Layout, Video Production, Marketing Strategy, HTML, Branding, SEO, Corporate Identity, Creative Direction, QuarkXPress, Graphics, Concept Development, User Interface, Mobile Design, PHP, Illustration, Email Marketing, After Effects, OS X, Visual Communication, Experience Design, Image Manipulation
Education
The University of the Arts 2001 — 2005
bfa, graphic design
west windsor high school 1997 — 2001
Robert Pupo Robert Pupo's AXA Equitable Experience Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
Job International Business Development
Industry Insurance
Experience
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
Marimena (Jiménez) Raez-Thomas Marimena (Jiménez) Raez-Thomas's AXA Equitable Experience 2003 - 2003
Job
Industry Pharmaceuticals
Experience
DPT Laboratories June 2006 - Present
Water Jel Technologies 2004 - 2006
AXA Equitable 2003 - 2003
Association of American Medical Colleges 2001 - 2002
Tension Envelope Corporation 2000 - 2001
Universidad Peruana de Ciencias Aplicadas 1995 - 1998
Skills
ASQ, CQPA Certification..., Quality Assurance
Education
Universidad Inca Garcilaso de la Vega 1991 — 1995
Bachelor, Business Administration, 3.62 (World Education Services, New York)
DPT Laboratories June 2006 - Present
Water Jel Technologies 2004 - 2006
AXA Equitable 2003 - 2003
Association of American Medical Colleges 2001 - 2002
Tension Envelope Corporation 2000 - 2001
Universidad Peruana de Ciencias Aplicadas 1995 - 1998
Skills
ASQ, CQPA Certification..., Quality Assurance
Education
Universidad Inca Garcilaso de la Vega 1991 — 1995
Bachelor, Business Administration, 3.62 (World Education Services, New York)
Nicolas E. Lance Nicolas E. Lance's AXA Equitable Experience July 2007 - January 2009
Job CLevel Global Insurance Executive Strategy | Transformation | M&A Integration | Big Data & Analytics
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
Ryan Belsky Ryan Belsky's AXA Equitable Experience August 2011 - May 2012
Job Supervisor Leadership Program (Sales) at Geico
Industry Insurance
Experience
GEICO June 2012 - August 2013
AXA Equitable August 2011 - May 2012
Chevrolet Campus Promotions – Internship via EDVenture Partners January 2011 - May 2011
Harbor Financial Services LLC. May 2010 - August 2010
Target October 2005 - August 2009
Education
State University of New York at Albany
Bachelor of Science in Business Administration, Finance & Marketing
GEICO June 2012 - August 2013
AXA Equitable August 2011 - May 2012
Chevrolet Campus Promotions – Internship via EDVenture Partners January 2011 - May 2011
Harbor Financial Services LLC. May 2010 - August 2010
Target October 2005 - August 2009
Education
State University of New York at Albany
Bachelor of Science in Business Administration, Finance & Marketing
Barbara English Barbara English's AXA Equitable Experience March 1999 - Present
Job Finance Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable March 1999 - Present
Education
The New School 1983 — 1985
Computer Science
AXA Equitable March 1999 - Present
Education
The New School 1983 — 1985
Computer Science
Sharon Watkinson Sharon Watkinson's AXA Equitable Experience January 2008 - August 2010
Job Marketing, Brand Management and Digital and Communications Executive
Industry Marketing and Advertising
Experience
The CMO Club 2015 - Present
Lightstone Securities, LLC 2010 - 2011
AXA Equitable January 2008 - August 2010
Avaya May 2004 - October 2007
Avaya May 2000 - 2004
Event Management by Design March 1995 - May 2000
NJ Dance Theatre Guild 1980 - 1995
Skills
Marketing, Program Management, Marketing Communications, Strategic Partnerships, Management, CRM, Cross-functional Team..., Event Management, Leadership, Entrepreneurship, Event Planning, Sales, Project Planning, Public Speaking, Strategy
Education
Virginia Polytechnic Institute and State University
BS
The George Washington University
Certificate
The CMO Club 2015 - Present
Lightstone Securities, LLC 2010 - 2011
AXA Equitable January 2008 - August 2010
Avaya May 2004 - October 2007
Avaya May 2000 - 2004
Event Management by Design March 1995 - May 2000
NJ Dance Theatre Guild 1980 - 1995
Skills
Marketing, Program Management, Marketing Communications, Strategic Partnerships, Management, CRM, Cross-functional Team..., Event Management, Leadership, Entrepreneurship, Event Planning, Sales, Project Planning, Public Speaking, Strategy
Education
Virginia Polytechnic Institute and State University
BS
The George Washington University
Certificate
Edie Goldstein CLU ChFC MSFS Edie Goldstein CLU ChFC MSFS's AXA Equitable Experience August 1989 - August 1999
Job Insurance & Investment Professional . Securities and investment advisory services offered through NEXT Financial Group,
Industry Insurance
Experience
Edie Goldstein November 2009 - Present
Mirus Futures August 2004 - January 2008
Schoenfeld Securities September 1999 - June 2002
Axa-Equitable August 1989 - August 1999
Edie Goldstein September 1989 - January 1999
CME CBOT January 1983 - June 1988
Skills
Investments, Retirement, Series 7, Disability Insurance, Retirement Planning, Insurance, Employee Benefits, Customer Service, 401k, Long-term Care, Estate Planning, Financial Services, 401k Rollovers, Health Insurance, Mutual Funds, Long Term Care Insurance, Wealth Management, Investment Strategies, Life Insurance, Strategic Financial..., Term Life Insurance, Customer Relations, Securities
Education
The American College 1994 — 1998
2 Masters, Financial Services / Management
Niles West 1978 — 1981
Edie Goldstein November 2009 - Present
Mirus Futures August 2004 - January 2008
Schoenfeld Securities September 1999 - June 2002
Axa-Equitable August 1989 - August 1999
Edie Goldstein September 1989 - January 1999
CME CBOT January 1983 - June 1988
Skills
Investments, Retirement, Series 7, Disability Insurance, Retirement Planning, Insurance, Employee Benefits, Customer Service, 401k, Long-term Care, Estate Planning, Financial Services, 401k Rollovers, Health Insurance, Mutual Funds, Long Term Care Insurance, Wealth Management, Investment Strategies, Life Insurance, Strategic Financial..., Term Life Insurance, Customer Relations, Securities
Education
The American College 1994 — 1998
2 Masters, Financial Services / Management
Niles West 1978 — 1981
Johnathan Dean's AXA Equitable Experience June 2007 - August 2007
Job Director of Institutional Research and Planning at Southwestern Community College
Industry Education Management
Experience
Southwestern Community College August 2013 - Present
Southwestern Community College September 2012 - July 2013
Drake Enterprises, Ltd. March 2010 - February 2013
Georgia Department of Audits and Accounts September 2008 - March 2010
University of Georgia August 2006 - December 2008
AXA Equitable June 2007 - August 2007
Oconee Medical Center August 2005 - July 2006
Skills
Accounting, Management, Microsoft Excel, Microsoft Office, QuickBooks, Account Reconciliation, Financial Statements, Financial Analysis, Internal Controls, Higher Education, Program Management, Risk Management, Software Documentation, Leadership, Access
Education
The University of Georgia 2006 — 2008
Master of Science (MS), Statistics
Western Carolina University 2003 — 2005
Master of Accountancy, Accounting
Western Carolina University 1999 — 2003
Bachelor's Degree, Mathematics
Southwestern Community College August 2013 - Present
Southwestern Community College September 2012 - July 2013
Drake Enterprises, Ltd. March 2010 - February 2013
Georgia Department of Audits and Accounts September 2008 - March 2010
University of Georgia August 2006 - December 2008
AXA Equitable June 2007 - August 2007
Oconee Medical Center August 2005 - July 2006
Skills
Accounting, Management, Microsoft Excel, Microsoft Office, QuickBooks, Account Reconciliation, Financial Statements, Financial Analysis, Internal Controls, Higher Education, Program Management, Risk Management, Software Documentation, Leadership, Access
Education
The University of Georgia 2006 — 2008
Master of Science (MS), Statistics
Western Carolina University 2003 — 2005
Master of Accountancy, Accounting
Western Carolina University 1999 — 2003
Bachelor's Degree, Mathematics
Erik Simmons Erik Simmons's AXA Equitable Experience 2006 - 2008
Job Vice President Continuous Improvement at Ameritas
Industry Insurance
Experience
Ameritas December 2008 - Present
Ameritas 2008 - August 2012
Ameritas August 2008 - December 2008
AXA Equitable 2006 - 2008
AXA Partners October 2006 - 2007
US Financial Life 2002 - 2006
US Financial Life 1995 - 2002
Skills
Process Improvement, Policy, Management, Disability Insurance, Cross-functional Team..., IT Strategy, Change Management, Executive Management, Life Insurance, Leadership, Business Analysis, Operations Management, Fixed Annuities, Employee Relations, Customer Service, Project Management, New Business Development, Health Insurance, Budgets, Insurance, Integration, Recruiting, Risk Management, Underwriting
Education
The College of William & Mary in Virginia 1974 — 1980
BA, Philosophy
Ameritas December 2008 - Present
Ameritas 2008 - August 2012
Ameritas August 2008 - December 2008
AXA Equitable 2006 - 2008
AXA Partners October 2006 - 2007
US Financial Life 2002 - 2006
US Financial Life 1995 - 2002
Skills
Process Improvement, Policy, Management, Disability Insurance, Cross-functional Team..., IT Strategy, Change Management, Executive Management, Life Insurance, Leadership, Business Analysis, Operations Management, Fixed Annuities, Employee Relations, Customer Service, Project Management, New Business Development, Health Insurance, Budgets, Insurance, Integration, Recruiting, Risk Management, Underwriting
Education
The College of William & Mary in Virginia 1974 — 1980
BA, Philosophy
Mitch Katowitz Mitch Katowitz's AXA Equitable Experience 1967 - 2002
Job Retired at Cire
Industry Information Technology and Services
Experience
Cire CFOCire Web Design & HostingApril 1996 - June 2011
Cire Web Design & Hosting April 1996 - October 2009
Cire Computer Productions, Inc. April 1996 - December 2008
AXA Equitable 1967 - 2002
AXA Equitable - New York and Charlotte April 1979 - March 2001
AXA Information & Technology March 1994 - March 1995
Equitable Life Assurance Society - New York September 1967 - April 1979
US Air Force - Ellsworth AFB, South Dakota May 1969 - May 1971
Skills
SEO, E-commerce, SEM, Web Development, Web Design, Access, PHP, Microsoft Excel, Flash, Database Design, Software Development, LAMP, iOS, Start-ups, Entrepreneurship, Project Management, Business Analysis, Budgets
Education
College of New Rochelle 1975 — 1979
Bachelor's degree
Cire CFOCire Web Design & HostingApril 1996 - June 2011
Cire Web Design & Hosting April 1996 - October 2009
Cire Computer Productions, Inc. April 1996 - December 2008
AXA Equitable 1967 - 2002
AXA Equitable - New York and Charlotte April 1979 - March 2001
AXA Information & Technology March 1994 - March 1995
Equitable Life Assurance Society - New York September 1967 - April 1979
US Air Force - Ellsworth AFB, South Dakota May 1969 - May 1971
Skills
SEO, E-commerce, SEM, Web Development, Web Design, Access, PHP, Microsoft Excel, Flash, Database Design, Software Development, LAMP, iOS, Start-ups, Entrepreneurship, Project Management, Business Analysis, Budgets
Education
College of New Rochelle 1975 — 1979
Bachelor's degree
Denise Lysette Fink, Esq. Denise Lysette Fink, Esq.'s AXA Equitable Experience April 2010 - August 2012
Job Denise Lysette Fink, Attorneyat Law
Industry Law Practice
Experience
Denise Lysette Fink, Esq. August 2012 - Present
AXA Equitable April 2010 - August 2012
Bank of America- Formerly Merrill Lynch 2007 - September 2010
Forrest Essentials 2009 - 2009
Citi/Citigroup May 2006 - May 2007
UBS 1999 - 2006
Law Firm of Giblin and Combs March 1997 - September 1999
Skills
Contract Negotiation, Mergers, Vendor Management, Risk Management, Outsourcing, Strategic Planning, Sourcing, Commerical Transactions, Successful Negotiation, Business Transactions, Corporate Contracts, Licensing Negotiations, Corporate Law, Intellectual Property..., Technology, Compliance, Data Privacy, Privacy Issues, International..., Financials, Risk Reduction, Mergers & Acquisitions, Financial Services, Capital Markets, Intellectual Property, Joint Ventures, Securities Regulation, Trademarks, Start-ups
Education
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science/Art History
Exchange w/Habadasher's Aske's
Montclair Kimberley Academy
Denise Lysette Fink, Esq. August 2012 - Present
AXA Equitable April 2010 - August 2012
Bank of America- Formerly Merrill Lynch 2007 - September 2010
Forrest Essentials 2009 - 2009
Citi/Citigroup May 2006 - May 2007
UBS 1999 - 2006
Law Firm of Giblin and Combs March 1997 - September 1999
Skills
Contract Negotiation, Mergers, Vendor Management, Risk Management, Outsourcing, Strategic Planning, Sourcing, Commerical Transactions, Successful Negotiation, Business Transactions, Corporate Contracts, Licensing Negotiations, Corporate Law, Intellectual Property..., Technology, Compliance, Data Privacy, Privacy Issues, International..., Financials, Risk Reduction, Mergers & Acquisitions, Financial Services, Capital Markets, Intellectual Property, Joint Ventures, Securities Regulation, Trademarks, Start-ups
Education
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science/Art History
Exchange w/Habadasher's Aske's
Montclair Kimberley Academy
Lu Huang's AXA Equitable Experience June 2009 - September 2009
Job Actuary, ASA
Industry Insurance
Experience
AIG October 2015 - Present
MetLife March 2014 - Present
MetLife June 2012 - March 2014
MetLife June 2011 - May 2012
John Hancock Financial Services May 2010 - August 2010
AXA Equitable June 2009 - September 2009
New York State Insurance Department March 2009 - May 2009
Skills
VBA, SAS, Financial Reporting, C++, SQL, Actuarial Science, Data Analysis
Education
Macaulay Honors College, Baruch College, CUNY 2007 — 2011
Bachelor of Arts, Mathematics
The University of Hong Kong
AIG October 2015 - Present
MetLife March 2014 - Present
MetLife June 2012 - March 2014
MetLife June 2011 - May 2012
John Hancock Financial Services May 2010 - August 2010
AXA Equitable June 2009 - September 2009
New York State Insurance Department March 2009 - May 2009
Skills
VBA, SAS, Financial Reporting, C++, SQL, Actuarial Science, Data Analysis
Education
Macaulay Honors College, Baruch College, CUNY 2007 — 2011
Bachelor of Arts, Mathematics
The University of Hong Kong
Kim Wheeler's AXA Equitable Experience February 1985 - February 1991
Job Television Producer, Reality Programming
Industry Entertainment
Experience
WAVY-TV 10/Fox 43 June 2015 - Present
Wheeler Benefit Foundation January 2007 - Present
Allied Integrated Marketing March 1998 - Present
Wpga TV 58 ABC 1996 - 1998
The American Film Institute July 1991 - July 1996
AXA Equitable February 1985 - February 1991
Skills
Advertising, Social Media Marketing, Marketing Communications, Event Planning, Marketing, Public Relations, Social Media, Media Relations, Storytelling, Marketing Strategy, Social Networking, Public Speaking, Copywriting, Strategic Communications, Strategic Planning, Leadership, Event Management
Education
The University of Georgia 1978 — 1982
Bachelor's degree, Speech Communication
Westfield Schools, Perry, GA 1970 — 1978
WAVY-TV 10/Fox 43 June 2015 - Present
Wheeler Benefit Foundation January 2007 - Present
Allied Integrated Marketing March 1998 - Present
Wpga TV 58 ABC 1996 - 1998
The American Film Institute July 1991 - July 1996
AXA Equitable February 1985 - February 1991
Skills
Advertising, Social Media Marketing, Marketing Communications, Event Planning, Marketing, Public Relations, Social Media, Media Relations, Storytelling, Marketing Strategy, Social Networking, Public Speaking, Copywriting, Strategic Communications, Strategic Planning, Leadership, Event Management
Education
The University of Georgia 1978 — 1982
Bachelor's degree, Speech Communication
Westfield Schools, Perry, GA 1970 — 1978
Margaret McDonough Margaret McDonough's AXA Equitable Experience February 2007 - November 2010
Job Graduate Counseling Intern at Eastern Connecticut State University
Industry Mental Health Care
Experience
Eastern Connecticut State University January 2015 - Present
Travelers November 2010 - June 2015
AXA Equitable February 2007 - November 2010
Chubb & Son September 2004 - February 2007
Executive Risk/Chubb July 1994 - September 2004
Skills
Performance Management
Education
University of Saint Joseph 2011 — 2016
Currently attending, Clinical Mental Health Counseling
The University of Connecticut School of Business 1983 — 1987
B.S., Business Management and Human Resources Development
Eastern Connecticut State University January 2015 - Present
Travelers November 2010 - June 2015
AXA Equitable February 2007 - November 2010
Chubb & Son September 2004 - February 2007
Executive Risk/Chubb July 1994 - September 2004
Skills
Performance Management
Education
University of Saint Joseph 2011 — 2016
Currently attending, Clinical Mental Health Counseling
The University of Connecticut School of Business 1983 — 1987
B.S., Business Management and Human Resources Development
Andrew Caetta Andrew Caetta's AXA Equitable Experience February 2011 - June 2012
Job Senior Account Manager at EC Sourcing Group, Inc.
Industry Logistics and Supply Chain
Experience
EC Sourcing Group, Inc. July 2015 - Present
EC Sourcing Group, Inc. July 2012 - Present
AXA Equitable February 2011 - June 2012
EC Sourcing Group, Inc. July 2010 - February 2011
Skills
Strategic Sourcing, Account Management, eSourcing, Training Delivery, Vendor Management, Data Analysis, Supply Management, FlexRFP, Negotiation, Microsoft Office, Contract Negotiation, Sourcing, Supply Chain Management, Global Sourcing, Open Text Livelink, E-procurement, Purchasing, Procurement, Six Sigma, Management, Process Improvement
Education
Towson University 2007 — 2010
Bachelors of Science in Business Administration, Business Management
Madison High School 2002 — 2005
EC Sourcing Group, Inc. July 2015 - Present
EC Sourcing Group, Inc. July 2012 - Present
AXA Equitable February 2011 - June 2012
EC Sourcing Group, Inc. July 2010 - February 2011
Skills
Strategic Sourcing, Account Management, eSourcing, Training Delivery, Vendor Management, Data Analysis, Supply Management, FlexRFP, Negotiation, Microsoft Office, Contract Negotiation, Sourcing, Supply Chain Management, Global Sourcing, Open Text Livelink, E-procurement, Purchasing, Procurement, Six Sigma, Management, Process Improvement
Education
Towson University 2007 — 2010
Bachelors of Science in Business Administration, Business Management
Madison High School 2002 — 2005
Alexander Steele Bacon's AXA Equitable Experience September 2008 - December 2008
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Andy Metzler Andy Metzler's AXA Equitable Experience September 2011 - July 2015
Job Principal, Financial Consultant at BPM Financial
Industry Financial Services
Experience
BPM Financial July 2015 - Present
AXA Equitable September 2011 - July 2015
Ultra International September 2007 - January 2011
Ultra International May 2007 - September 2007
AMC Theatres April 2006 - May 2007
VML December 2004 - April 2006
Skills
Entrepreneurship, Strategic Planning, Marketing, Leadership, Business Strategy, Program Management, E-commerce, Budgets, Strategy, Strategic Financial..., Advertising, Investments, Risk Management, Email Marketing, Digital Marketing, Social Media Marketing, Integrated Marketing, Marketing Strategy, Asset Managment, Digital Strategy
Education
University of North Carolina at Chapel Hill 2001 — 2004
BSBA, Business, Marketing, History
The University of Kansas 2000 — 2001
Honors Program
BPM Financial July 2015 - Present
AXA Equitable September 2011 - July 2015
Ultra International September 2007 - January 2011
Ultra International May 2007 - September 2007
AMC Theatres April 2006 - May 2007
VML December 2004 - April 2006
Skills
Entrepreneurship, Strategic Planning, Marketing, Leadership, Business Strategy, Program Management, E-commerce, Budgets, Strategy, Strategic Financial..., Advertising, Investments, Risk Management, Email Marketing, Digital Marketing, Social Media Marketing, Integrated Marketing, Marketing Strategy, Asset Managment, Digital Strategy
Education
University of North Carolina at Chapel Hill 2001 — 2004
BSBA, Business, Marketing, History
The University of Kansas 2000 — 2001
Honors Program
Avhik Mitra Avhik Mitra's AXA Equitable Experience May 2008 - August 2008
Job Relationship Banker Capital One Bank / Lead DJ / MC for Essence Entertainment
Industry Banking
Experience
Capital One April 2012 - Present
Essence Entertainment October 2006 - Present
Valley National Bank formerly State Bank of Long Island April 2010 - April 2012
University at Albany September 2006 - May 2009
AXA Equitable May 2008 - August 2008
Skills
Computer Hardware, Microsoft Office, microsoft excel, Outlook, Quickbooks, Supervising, Data Entry, Bookkeeping, Tech Savvy, QuickBooks, Microsoft Excel, Commercial Banking, Accounting, Management, Loans, Portfolio Management, Sales, Customer Service, Retail Banking, Banking, Finance, Credit, Financial Analysis, Risk Management, Credit Analysis
Education
State University of New York at Albany 2005 — 2009
BA, Economics
Bayside High School 2001 — 2005
Advance Regents Diploma
Capital One April 2012 - Present
Essence Entertainment October 2006 - Present
Valley National Bank formerly State Bank of Long Island April 2010 - April 2012
University at Albany September 2006 - May 2009
AXA Equitable May 2008 - August 2008
Skills
Computer Hardware, Microsoft Office, microsoft excel, Outlook, Quickbooks, Supervising, Data Entry, Bookkeeping, Tech Savvy, QuickBooks, Microsoft Excel, Commercial Banking, Accounting, Management, Loans, Portfolio Management, Sales, Customer Service, Retail Banking, Banking, Finance, Credit, Financial Analysis, Risk Management, Credit Analysis
Education
State University of New York at Albany 2005 — 2009
BA, Economics
Bayside High School 2001 — 2005
Advance Regents Diploma
James B. Plair, Sr.'s AXA Equitable Experience August 1973 - August 2008
Job Author
Industry Publishing
Experience
Retired August 1988 - Present
AXA Equitable August 1973 - August 2008
US Army June 1950 - August 1985
Skills
Strategic Planning, Analysis, Microsoft Office, Project Management, Team Leadership, Program Management, Negotiation, Leadership Development, Management, PowerPoint, Investments, Financial Analysis, Business Strategy, Advertising, Business Planning, Marketing Strategy, Policy, Training, Business Development, Coaching, Operations Management, Risk Management, Contract Negotiation, Finance, Process Improvement, Strategic Financial..., Nonprofits, Retirement, Time Management, Start-ups, Marketing, Financial Advisory, Event Planning, New Business Development, Team Building, Entrepreneurship, Microsoft Excel, Sales Management, Research, Leadership, Public Relations, Project Planning, Strategy, Government, Small Business, Politics, Financial Planning
Education
Industrial War College U.S. Aemy 1981 — 1981
Certificate of Completion, Advanced Military and Operational Studies
Command & General Staff College of the Army 1975 — 1980
Completion of Course, Military Science and Operational Studies
The American College 1975 — 1980
CLU & ChFC, Finance & Insurance
The Citadel 1945 — 1950
BS, Civil Engineering
The Citadel, The Military College of South Carolina 1945 — 1950
Engineer’s Degree, Civil Engineering
Retired August 1988 - Present
AXA Equitable August 1973 - August 2008
US Army June 1950 - August 1985
Skills
Strategic Planning, Analysis, Microsoft Office, Project Management, Team Leadership, Program Management, Negotiation, Leadership Development, Management, PowerPoint, Investments, Financial Analysis, Business Strategy, Advertising, Business Planning, Marketing Strategy, Policy, Training, Business Development, Coaching, Operations Management, Risk Management, Contract Negotiation, Finance, Process Improvement, Strategic Financial..., Nonprofits, Retirement, Time Management, Start-ups, Marketing, Financial Advisory, Event Planning, New Business Development, Team Building, Entrepreneurship, Microsoft Excel, Sales Management, Research, Leadership, Public Relations, Project Planning, Strategy, Government, Small Business, Politics, Financial Planning
Education
Industrial War College U.S. Aemy 1981 — 1981
Certificate of Completion, Advanced Military and Operational Studies
Command & General Staff College of the Army 1975 — 1980
Completion of Course, Military Science and Operational Studies
The American College 1975 — 1980
CLU & ChFC, Finance & Insurance
The Citadel 1945 — 1950
BS, Civil Engineering
The Citadel, The Military College of South Carolina 1945 — 1950
Engineer’s Degree, Civil Engineering
Brian Shiltz Brian Shiltz's AXA Equitable Experience May 2010 - August 2010
Job Investment Banking Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Deloitte June 2012 - June 2014
Argopoint LLC July 2011 - April 2012
AXA Equitable May 2010 - August 2010
Skills
Financial Modeling, Data Analysis, Management Consulting, Market Research, Spanish, Economics, Financial Analysis, Research, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Social Media
Education
Tufts University 2008 — 2012
B.A., International Relations, Economics
Universitat de Barcelona 2011 — 2011
Oppenheimer & Co. Inc. July 2014 - Present
Deloitte June 2012 - June 2014
Argopoint LLC July 2011 - April 2012
AXA Equitable May 2010 - August 2010
Skills
Financial Modeling, Data Analysis, Management Consulting, Market Research, Spanish, Economics, Financial Analysis, Research, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Social Media
Education
Tufts University 2008 — 2012
B.A., International Relations, Economics
Universitat de Barcelona 2011 — 2011
James Goad's AXA Equitable Experience November 2009 - June 2011
Job Head of Corporate Strategy at AXA US
Industry Financial Services
Experience
AXA US August 2015 - Present
AXA US April 2015 - July 2015
MetLife February 2014 - April 2015
Sabbatical October 2013 - January 2014
AXA June 2011 - September 2013
AXA Equitable November 2009 - June 2011
AXA February 2007 - November 2009
AXA Insurance (UK) April 2001 - January 2007
Colonial Mutual June 1998 - September 1999
Skills
Strategy, Risk Management, Mergers & Acquisitions, Business Analysis, Business Strategy, Insurance, Finance, Strategic Planning, Governance, Mergers, Management, Financial Services, Analysis, Business Development, Financial Analysis, Business Planning, Financial Modeling, Leadership, Strategic Financial..., Corporate Finance, Financial Risk, Enterprise Risk..., Business Process..., Cross-functional Team..., Forecasting, Due Diligence, Valuation, Managerial Finance, Team Leadership, Executive Management, Internal Audit, Business Transformation, Change Management, Life Insurance, Pension Funds, Acquisitions, Project Appraisal, Business Case, Management Consulting, Asset Management, Corporate Strategy..., Property & Casualty..., Asset Managment, Supervisory Management, Financial Planning
Education
Chartered Insititute of Management Accountants
ACMA/CGMA, Associate Member
The University of Wolverhampton 1996 — 2000
BA (hons), Accounting and Finance
Oakwood Park 1991 — 1996
AXA University
Strategy College
AXA US August 2015 - Present
AXA US April 2015 - July 2015
MetLife February 2014 - April 2015
Sabbatical October 2013 - January 2014
AXA June 2011 - September 2013
AXA Equitable November 2009 - June 2011
AXA February 2007 - November 2009
AXA Insurance (UK) April 2001 - January 2007
Colonial Mutual June 1998 - September 1999
Skills
Strategy, Risk Management, Mergers & Acquisitions, Business Analysis, Business Strategy, Insurance, Finance, Strategic Planning, Governance, Mergers, Management, Financial Services, Analysis, Business Development, Financial Analysis, Business Planning, Financial Modeling, Leadership, Strategic Financial..., Corporate Finance, Financial Risk, Enterprise Risk..., Business Process..., Cross-functional Team..., Forecasting, Due Diligence, Valuation, Managerial Finance, Team Leadership, Executive Management, Internal Audit, Business Transformation, Change Management, Life Insurance, Pension Funds, Acquisitions, Project Appraisal, Business Case, Management Consulting, Asset Management, Corporate Strategy..., Property & Casualty..., Asset Managment, Supervisory Management, Financial Planning
Education
Chartered Insititute of Management Accountants
ACMA/CGMA, Associate Member
The University of Wolverhampton 1996 — 2000
BA (hons), Accounting and Finance
Oakwood Park 1991 — 1996
AXA University
Strategy College
Mary Harris Mary Harris's AXA Equitable Experience November 2011 - April 2013
Job Financial Advisor at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth January 2015 - Present
BBVA Compass Investment Solutions June 2013 - January 2015
AXA Equitable November 2011 - April 2013
ING October 2007 - December 2010
MassMutual Financial Group 2006 - 2007
Lincoln Financial Distributors November 2003 - May 2006
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 1997 — 1999
Naaman Forest High School
Naaman Forest High School
FullCircle Wealth January 2015 - Present
BBVA Compass Investment Solutions June 2013 - January 2015
AXA Equitable November 2011 - April 2013
ING October 2007 - December 2010
MassMutual Financial Group 2006 - 2007
Lincoln Financial Distributors November 2003 - May 2006
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 1997 — 1999
Naaman Forest High School
Naaman Forest High School
Tim Gillis Tim Gillis's AXA Equitable Experience January 1996 - January 2000
Job Divisional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial BODEXecutive security International1979 - 2012
GE Financial 2000 - 2003
AXA Equitable January 1996 - January 2000
Education
Trinity Christian College 1970 — 1974
BA, Psychology
Genworth Financial BODEXecutive security International1979 - 2012
GE Financial 2000 - 2003
AXA Equitable January 1996 - January 2000
Education
Trinity Christian College 1970 — 1974
BA, Psychology
Hugo Tomasio's AXA Equitable Experience January 2007 - February 2010
Job VP, Specialty Markets at AXA US
Industry Insurance
Experience
AXA US January 2015 - Present
AXA US March 2010 - December 2014
AXA Equitable January 2007 - February 2010
Fortis Capital Corp. May 2005 - December 2005
Conair Corporation July 2001 - June 2003
Playtex Products November 2000 - April 2001
Unipro Marketing, Inc. May 1997 - May 2000
Skills
Trusts, Spanish, Strategic Planning, International Business, Business Planning, International Trade, Fundraising, Marketing Communications, Financial Planning, Estate Planning, Premium Financing, Tax Law, International..., Strategic Financial..., Distribution Strategies, Finance, Risk Management, Competitive Analysis, Underwriting, Insurance, Life Insurance, Sales, Retirement Planning, Strategy, Securities, Wealth Management
Education
The University of Connecticut School of Law 2003 — 2006
JD
Villanova University 1996 — 2000
BS, Finance
AXA US January 2015 - Present
AXA US March 2010 - December 2014
AXA Equitable January 2007 - February 2010
Fortis Capital Corp. May 2005 - December 2005
Conair Corporation July 2001 - June 2003
Playtex Products November 2000 - April 2001
Unipro Marketing, Inc. May 1997 - May 2000
Skills
Trusts, Spanish, Strategic Planning, International Business, Business Planning, International Trade, Fundraising, Marketing Communications, Financial Planning, Estate Planning, Premium Financing, Tax Law, International..., Strategic Financial..., Distribution Strategies, Finance, Risk Management, Competitive Analysis, Underwriting, Insurance, Life Insurance, Sales, Retirement Planning, Strategy, Securities, Wealth Management
Education
The University of Connecticut School of Law 2003 — 2006
JD
Villanova University 1996 — 2000
BS, Finance
David Call's AXA Equitable Experience 2007 - 2010
Job Sales Consultant
Industry Consumer Services
Experience
PNC 2010 - Present
AXA Equitable 2007 - 2010
Charles Penzone, Inc. 2003 - 2007
Skills
Client Relationship..., Leadership, Business Development, Art Direction, Project Management, Wealth Management, Portfolio Management, Marketing, Advertising, Consumer Goods, Community Outreach, Asset Management, Asset Allocation, Analysis, 401k, Banking, CRM, Disability Insurance, Customer Service, Customer Satisfaction, Estate Planning, Finance, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Investments, Life Insurance, Management, Mutual Funds, New Business Development, Retirement Planning, Retirement, Sales, Sales Management, Securities, Series 7, Team Leadership
Education
The Ohio State University
Bachelor of Science, Human Ecology – Consumer Affairs
PNC 2010 - Present
AXA Equitable 2007 - 2010
Charles Penzone, Inc. 2003 - 2007
Skills
Client Relationship..., Leadership, Business Development, Art Direction, Project Management, Wealth Management, Portfolio Management, Marketing, Advertising, Consumer Goods, Community Outreach, Asset Management, Asset Allocation, Analysis, 401k, Banking, CRM, Disability Insurance, Customer Service, Customer Satisfaction, Estate Planning, Finance, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Investments, Life Insurance, Management, Mutual Funds, New Business Development, Retirement Planning, Retirement, Sales, Sales Management, Securities, Series 7, Team Leadership
Education
The Ohio State University
Bachelor of Science, Human Ecology – Consumer Affairs
Michelle Marona, LUTCF Michelle Marona, LUTCF's AXA Equitable Experience 1989 - 1994
Job Voluntary Benefits Specialist and Owner at Marona Benefit Advisors
Industry Insurance
Experience
Marona Benefit Advisors August 2013 - Present
Colonial Life April 2009 - Present
Marona Benefit Advisors July 2008 - Present
Aflac July 2008 - March 2009
AXA Equitable 1989 - 1994
Skills
Organizational..., Sales Script Development, Sales Skills Training, Employee Benefits, Brokers, Insurance, Life Insurance, Accident, Term Life Insurance, Cafeteria Plans, Critical Illness, Whole Life, Universal Life, Health Savings Accounts, Accident Insurance, Sales Management, Cold Calling, Disability Specialist, Sales, Voluntary Employee..., Selling Skills, Recruiting, Underwriting, Leadership, Long Term Care Insurance, Small Business, Training, Strategic Insurance..., Flexible Spending..., Retirement, Sales Process, Group Insurance, Licensed Life & Health..., Permanent Life Insurance, 401k, Group Medical, Vision Insurance, Financial Planners, Workers Compensation, Umbrella Insurance, Retirement Planning, General Insurance, Agents, Financial Planning
Education
The American College 1989 — 1993
Life Underwriter Training Council Fellow, The American College
Marona Benefit Advisors August 2013 - Present
Colonial Life April 2009 - Present
Marona Benefit Advisors July 2008 - Present
Aflac July 2008 - March 2009
AXA Equitable 1989 - 1994
Skills
Organizational..., Sales Script Development, Sales Skills Training, Employee Benefits, Brokers, Insurance, Life Insurance, Accident, Term Life Insurance, Cafeteria Plans, Critical Illness, Whole Life, Universal Life, Health Savings Accounts, Accident Insurance, Sales Management, Cold Calling, Disability Specialist, Sales, Voluntary Employee..., Selling Skills, Recruiting, Underwriting, Leadership, Long Term Care Insurance, Small Business, Training, Strategic Insurance..., Flexible Spending..., Retirement, Sales Process, Group Insurance, Licensed Life & Health..., Permanent Life Insurance, 401k, Group Medical, Vision Insurance, Financial Planners, Workers Compensation, Umbrella Insurance, Retirement Planning, General Insurance, Agents, Financial Planning
Education
The American College 1989 — 1993
Life Underwriter Training Council Fellow, The American College
Andre Mueninghoff's AXA Equitable Experience 1999 - 2001
Job
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2009 - May 2014
McKinsey & Co. September 2003 - February 2008
American Management Systems, Inc. July 1996 - September 2003
American Management Systems (AMS) 1996 - 2003
American Management Systems/CGI 1996 - 2003
AXA Equitable 1999 - 2001
United States Air Force October 1986 - June 1995
Skills
IT Strategy, SDLC, Enterprise Architecture, Agile Project Management, Software Project..., Program Management, PMO, Business Analysis, Business Intelligence, SOA, IT Management, Agile Methodologies, Requirements Analysis, CRM, Requirements Gathering, PMP, Solution Architecture, Project Portfolio..., Integration, Interviews
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA
University of Florida - Warrington College Of Business 1983 — 1986
BS
University of Notre Dame 1981 — 1983
Cognizant Technology Solutions January 2009 - May 2014
McKinsey & Co. September 2003 - February 2008
American Management Systems, Inc. July 1996 - September 2003
American Management Systems (AMS) 1996 - 2003
American Management Systems/CGI 1996 - 2003
AXA Equitable 1999 - 2001
United States Air Force October 1986 - June 1995
Skills
IT Strategy, SDLC, Enterprise Architecture, Agile Project Management, Software Project..., Program Management, PMO, Business Analysis, Business Intelligence, SOA, IT Management, Agile Methodologies, Requirements Analysis, CRM, Requirements Gathering, PMP, Solution Architecture, Project Portfolio..., Integration, Interviews
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA
University of Florida - Warrington College Of Business 1983 — 1986
BS
University of Notre Dame 1981 — 1983
Gelena Mann's AXA Equitable Experience 2001 - 2005
Job Sr. Project Manager Global Fraud, VP
Industry Financial Services
Experience
Citi July 2015 - Present
Citigroup September 2006 - July 2015
Bookspan May 2006 - September 2006
IMG August 2005 - May 2006
AXA July 2001 - July 2005
AXA Financial 2001 - 2005
AXA Equitable 2001 - 2005
Skills
SDLC, CSS, Management, HTML, Web Development, Project Management, SharePoint, Oracle, Project Portfolio..., SQL, PMO, Requirements Analysis, Software Project..., Integration, Business Analysis, Vendor Management, IT Strategy
Education
University at Albany, SUNY 1997 — 2001
Bachelor of Science
Citi July 2015 - Present
Citigroup September 2006 - July 2015
Bookspan May 2006 - September 2006
IMG August 2005 - May 2006
AXA July 2001 - July 2005
AXA Financial 2001 - 2005
AXA Equitable 2001 - 2005
Skills
SDLC, CSS, Management, HTML, Web Development, Project Management, SharePoint, Oracle, Project Portfolio..., SQL, PMO, Requirements Analysis, Software Project..., Integration, Business Analysis, Vendor Management, IT Strategy
Education
University at Albany, SUNY 1997 — 2001
Bachelor of Science
O'Neil Kelly's AXA Equitable Experience July 2008 - June 2011
Job Sr. Accountant at AXA Equitable
Industry Accounting
Experience
AXA Equitable July 2008 - June 2011
CXtec October 2007 - June 2008
MicroStrategy December 2006 - September 2007
Vocus 2005 - 2006
Carrier Corporation 2002 - 2005
UTC 2002 - 2005
Advancis Pharmaceutical 2000 - 2002
Sodexho Marriott 1999 - 2000
Skills
Accounting
Education
Towson University 1993 — 1998
Accounting, Accounting
Springbrook High School
AXA Equitable July 2008 - June 2011
CXtec October 2007 - June 2008
MicroStrategy December 2006 - September 2007
Vocus 2005 - 2006
Carrier Corporation 2002 - 2005
UTC 2002 - 2005
Advancis Pharmaceutical 2000 - 2002
Sodexho Marriott 1999 - 2000
Skills
Accounting
Education
Towson University 1993 — 1998
Accounting, Accounting
Springbrook High School
Cynthia Reese's AXA Equitable Experience September 2008 - May 2010
Job Executive Director at Cardinal Innovations Healthcare Solutions
Industry Financial Services
Experience
Cardinal Innovations Healthcare Solutions January 2014 - Present
Aon Hewitt October 2013 - January 2014
Aon Hewitt April 2012 - October 2013
AXA US May 2010 - May 2012
AXA Equitable September 2008 - May 2010
AXA Equitable January 2007 - September 2008
LendingTree August 2005 - January 2007
Walt Disney World June 2004 - August 2005
Walt Disney World September 2002 - June 2004
Disney Parks & Resorts September 2001 - August 2002
Skills
Leadership, Process Improvement, Strategy, Management, Change Management, Project Management, Call Centers, Outsourcing, Vendor Management, Business Process, Customer Service, IT Strategy, Recruiting, Analysis, Sales, Strategic Planning, Business Development, CRM, Program Management, Benefits Administration, Contact Center..., Contact Center..., Contact Center..., Contact Center Strategy, Contact Center..., Business Process..., Strategic Sales Plans, Cultural Transformation
Education
Tennessee Temple University 1984 — 1988
Elementary Education for the Hearing Impaired
Cardinal Innovations Healthcare Solutions January 2014 - Present
Aon Hewitt October 2013 - January 2014
Aon Hewitt April 2012 - October 2013
AXA US May 2010 - May 2012
AXA Equitable September 2008 - May 2010
AXA Equitable January 2007 - September 2008
LendingTree August 2005 - January 2007
Walt Disney World June 2004 - August 2005
Walt Disney World September 2002 - June 2004
Disney Parks & Resorts September 2001 - August 2002
Skills
Leadership, Process Improvement, Strategy, Management, Change Management, Project Management, Call Centers, Outsourcing, Vendor Management, Business Process, Customer Service, IT Strategy, Recruiting, Analysis, Sales, Strategic Planning, Business Development, CRM, Program Management, Benefits Administration, Contact Center..., Contact Center..., Contact Center..., Contact Center Strategy, Contact Center..., Business Process..., Strategic Sales Plans, Cultural Transformation
Education
Tennessee Temple University 1984 — 1988
Elementary Education for the Hearing Impaired
Brandon Pisanos's AXA Equitable Experience June 2004 - Present
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2004 - Present
Education
The University of Kansas 2000 — 2004
AXA Equitable June 2004 - Present
Education
The University of Kansas 2000 — 2004
Sharon Akselrod's AXA Equitable Experience October 2008 - June 2013
Job 1940 Act Senior Paralegal at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2014 - Present
Nordstrom Credit, Inc. September 2013 - August 2014
AXA Equitable October 2008 - June 2013
Fred Alger & Co. September 2006 - October 2008
Fred Alger Management September 2006 - October 2008
AIM Investments Plc 1998 - 2005
Skills
Securities, Investments, Mutual Funds, Equities, Corporate Governance, Hedge Funds, Due Diligence, Legal Research, Tax, Alternative Investments, Series 7
Education
The University of Texas at Austin 2004 — 2007
Bachelor of arts, English
University de Jean moulan Lyon france 1995 — 1996
Na
ALPS Fund Services, Inc. August 2014 - Present
Nordstrom Credit, Inc. September 2013 - August 2014
AXA Equitable October 2008 - June 2013
Fred Alger & Co. September 2006 - October 2008
Fred Alger Management September 2006 - October 2008
AIM Investments Plc 1998 - 2005
Skills
Securities, Investments, Mutual Funds, Equities, Corporate Governance, Hedge Funds, Due Diligence, Legal Research, Tax, Alternative Investments, Series 7
Education
The University of Texas at Austin 2004 — 2007
Bachelor of arts, English
University de Jean moulan Lyon france 1995 — 1996
Na
Bonnie Isaacson, PMP, CSM's AXA Equitable Experience November 2010 - February 2013
Job Director Project Management Office/Project Delivery Services Group
Industry Financial Services
Experience
AXA US April 2013 - Present
AXA-Equitable November 2010 - February 2013
AXA Equitable 2008 - 2012
AXA Equitable 2005 - 2008
AXA-Equitable November 1998 - 2005
Skills
SDLC, Project Portfolio..., IT Strategy, SEPG, CMMI, Employee Engagement, Employee Surveys, Agile & Waterfall..., Zoomerang, ITIL Certified, PMO, Process Improvement, Vendor Management, Software Project..., Agile Project Management, Project Delivery, Agile Methodologies, Enterprise Architecture, Management, Project Management, Quality Assurance, Systems Analysis, PMP, Requirements Gathering, Integration, Program Management, Solution Architecture, Project Planning, Business Process..., Requirements Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration
AXA US April 2013 - Present
AXA-Equitable November 2010 - February 2013
AXA Equitable 2008 - 2012
AXA Equitable 2005 - 2008
AXA-Equitable November 1998 - 2005
Skills
SDLC, Project Portfolio..., IT Strategy, SEPG, CMMI, Employee Engagement, Employee Surveys, Agile & Waterfall..., Zoomerang, ITIL Certified, PMO, Process Improvement, Vendor Management, Software Project..., Agile Project Management, Project Delivery, Agile Methodologies, Enterprise Architecture, Management, Project Management, Quality Assurance, Systems Analysis, PMP, Requirements Gathering, Integration, Program Management, Solution Architecture, Project Planning, Business Process..., Requirements Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration
Bret Hackett's AXA Equitable Experience August 2003 - January 2004
Job Wealth Management Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services March 2014 - Present
Fidelity Investments April 2004 - February 2014
AXA-Equitable August 2003 - January 2004
Skills
Investments, Financial Analysis, Retirement, Financial Services, Finance, Marketing, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., FINRA, Financial Modeling, Risk Management, Insurance, Asset Management, Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA
The University of Texas at Arlington 2000 — 2003
B.S. Interdisciplinary Studies, concentration in Finance
HD Vest Financial Services March 2014 - Present
Fidelity Investments April 2004 - February 2014
AXA-Equitable August 2003 - January 2004
Skills
Investments, Financial Analysis, Retirement, Financial Services, Finance, Marketing, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., FINRA, Financial Modeling, Risk Management, Insurance, Asset Management, Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA
The University of Texas at Arlington 2000 — 2003
B.S. Interdisciplinary Studies, concentration in Finance
JP Bado's AXA Equitable Experience March 2012 - Present
Job
Industry Financial Services
Experience
AXA Equitable March 2012 - Present
Wells Fargo 2010 - 2011
Marili Cancio For US Congress 2010 - 2010
Citigroup 2003 - 2010
US Army June 1995 - July 2001
Skills
Strategic Financial..., Investments, Wealth Management, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Series 63, Wealth Management..., Investment Management, Mutual Funds, Series 65
Education
University of Miami - School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (BS), Psychology
AXA Equitable March 2012 - Present
Wells Fargo 2010 - 2011
Marili Cancio For US Congress 2010 - 2010
Citigroup 2003 - 2010
US Army June 1995 - July 2001
Skills
Strategic Financial..., Investments, Wealth Management, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Series 63, Wealth Management..., Investment Management, Mutual Funds, Series 65
Education
University of Miami - School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (BS), Psychology
Dean deFreitas's AXA Equitable Experience April 2013 - Present
Job Senior Manager Project Manager at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable April 2013 - Present
Axa Equitable January 2005 - Present
Education
State University of New York at Albany 2005 — 2007
Master of Business Administration (MBA)
University at Albany 2002 — 2004
Master in Information Systems (MSIS), Information Technology
AXA Equitable April 2013 - Present
Axa Equitable January 2005 - Present
Education
State University of New York at Albany 2005 — 2007
Master of Business Administration (MBA)
University at Albany 2002 — 2004
Master in Information Systems (MSIS), Information Technology
David Liriano's AXA Equitable Experience 2003 - 2006
Job Tech Lead at JP Morgan Chase, PMP
Industry Information Technology and Services
Experience
JP Morgan Chase May 2006 - Present
AXA Equitable 2003 - 2006
Education
University at Albany, SUNY 2000 — 2003
JP Morgan Chase May 2006 - Present
AXA Equitable 2003 - 2006
Education
University at Albany, SUNY 2000 — 2003
Skip Vasquez, CFA ®, CFP ®'s AXA Equitable Experience May 2003 - November 2004
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA November 2009 - Present
USAA November 2004 - November 2009
AXA Equitable May 2003 - November 2004
Morgan Stanley Dean Witter October 2002 - May 2003
Education
Trinity University 1999 — 2003
Bachelor of Science, Finance
USAA November 2009 - Present
USAA November 2004 - November 2009
AXA Equitable May 2003 - November 2004
Morgan Stanley Dean Witter October 2002 - May 2003
Education
Trinity University 1999 — 2003
Bachelor of Science, Finance
Sharyn (Satinoff) Bilenker's AXA Equitable Experience September 2005 - September 2007
Job Vice President, Corporate and Regulatory Affairs
Industry Financial Services
Experience
Broadridge January 2008 - Present
AXA Equitable September 2005 - September 2007
Lebenthal Asset Management 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance; Management & Organizational Behavior
Tufts University 1994 — 1998
BA, Economics and Sociology
Broadridge January 2008 - Present
AXA Equitable September 2005 - September 2007
Lebenthal Asset Management 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance; Management & Organizational Behavior
Tufts University 1994 — 1998
BA, Economics and Sociology
Nancy Tassiello Gerstner's AXA Equitable Experience 2002 - 2003
Job AVP Institutional Sales Director, CRPS
Industry Financial Services
Experience
Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
lightbridge
lightbridge
lightbridge
Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
lightbridge
lightbridge
lightbridge
Rebecca Ades's AXA Equitable Experience 2008 - Present
Job Principal, Business Development at Mercer
Industry Human Resources
Experience
Mercer February 2010 - Present
AXA February 2008 - Present
AXA Equitable 2008 - Present
Hewitt Associates April 2001 - February 2008
Xerox July 1998 - March 2001
Education
Tufts University 1994 — 1998
Mercer February 2010 - Present
AXA February 2008 - Present
AXA Equitable 2008 - Present
Hewitt Associates April 2001 - February 2008
Xerox July 1998 - March 2001
Education
Tufts University 1994 — 1998
Larry Moreno's AXA Equitable Experience 1987 - 1995
Job Managing Director at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext February 2009 - Present
NYSE Euronext 2004 - Present
Bank of America January 2004 - August 2004
Deutsche Bank 2000 - 2004
SIACorp 1997 - 2000
The Guardian Life Insurance 1994 - 1997
AXA Equitable 1987 - 1995
AXA 1987 - 1994
New York Life 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equities, SDLC, Management, Business Analysis, Derivatives, Equity Derivatives, Equity Trading, Exchange Connectivity, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Low Latency, Market Data, Options, PMO, Quality Assurance, Risk Management, Securities, Trading, Vendor Management
Education
University at Albany, SUNY 1983 — 1985
BS, Mathematics
NYSE Euronext February 2009 - Present
NYSE Euronext 2004 - Present
Bank of America January 2004 - August 2004
Deutsche Bank 2000 - 2004
SIACorp 1997 - 2000
The Guardian Life Insurance 1994 - 1997
AXA Equitable 1987 - 1995
AXA 1987 - 1994
New York Life 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equities, SDLC, Management, Business Analysis, Derivatives, Equity Derivatives, Equity Trading, Exchange Connectivity, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Low Latency, Market Data, Options, PMO, Quality Assurance, Risk Management, Securities, Trading, Vendor Management
Education
University at Albany, SUNY 1983 — 1985
BS, Mathematics
Eitan Dor's AXA Equitable Experience August 2006 - June 2011
Job Actuary
Industry Insurance
Experience
MetLife February 2012 - Present
New York Life Insurance Company November 2011 - February 2012
AXA Equitable August 2006 - June 2011
Skills
Risk Management, Fixed Annuities, Actuarial Science, Insurance, Financial Modeling, Valuation, Data Analysis, Financial Analysis, VBA, Strategic Financial..., Reinsurance
Education
The University of Texas at Austin 2004 — 2006
Vassar College 1997 — 2002
MetLife February 2012 - Present
New York Life Insurance Company November 2011 - February 2012
AXA Equitable August 2006 - June 2011
Skills
Risk Management, Fixed Annuities, Actuarial Science, Insurance, Financial Modeling, Valuation, Data Analysis, Financial Analysis, VBA, Strategic Financial..., Reinsurance
Education
The University of Texas at Austin 2004 — 2006
Vassar College 1997 — 2002
Ameer KC's AXA Equitable Experience February 2007 - July 2007
Job Business Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae Foundation May 2008 - Present
Bank of America August 2007 - April 2008
AXA Equitable February 2007 - July 2007
Freddie Mac July 2006 - January 2007
Education
Tribhuvan Vishwavidalaya 1998 — 2000
MBA, Finance
Fannie Mae Foundation May 2008 - Present
Bank of America August 2007 - April 2008
AXA Equitable February 2007 - July 2007
Freddie Mac July 2006 - January 2007
Education
Tribhuvan Vishwavidalaya 1998 — 2000
MBA, Finance
D. Ashley Lonsdale's AXA Equitable Experience 1999 - 2005
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
Halstead Property August 2012 - Present
Artonica, LLC September 2005 - Present
AXA 1999 - 2005
AXA-Equitable 1999 - 2005
Brilliant Image 1997 - 2000
Planned Expansion Group 1986 - 1987
Skills
Art Direction, Copywriting, Advertising, Email Marketing, Marketing Communications, Graphic Design, Photoshop, Product Literature, Brochures, Direct Mail, Creative Development, Sales, Real Estate Transactions, Real Estate, Creative Direction, Web Design, Social Media Marketing, Press Releases, Adobe Creative Suite, Brand Development, Real Estate Marketing, Client Services
Education
The Ohio State University 1980 — 1985
BS, Industrial Design
Firestone High School 1977 — 1980
High School
Halstead Property August 2012 - Present
Artonica, LLC September 2005 - Present
AXA 1999 - 2005
AXA-Equitable 1999 - 2005
Brilliant Image 1997 - 2000
Planned Expansion Group 1986 - 1987
Skills
Art Direction, Copywriting, Advertising, Email Marketing, Marketing Communications, Graphic Design, Photoshop, Product Literature, Brochures, Direct Mail, Creative Development, Sales, Real Estate Transactions, Real Estate, Creative Direction, Web Design, Social Media Marketing, Press Releases, Adobe Creative Suite, Brand Development, Real Estate Marketing, Client Services
Education
The Ohio State University 1980 — 1985
BS, Industrial Design
Firestone High School 1977 — 1980
High School
Kenneth Estrada's AXA Equitable Experience 1987 - 1996
Job Field Vice President at SFP Synergy Financial Partners
Industry Financial Services
Experience
SFP Synergy Financial Partners April 2015 - Present
FRA Financial Group December 2013 - April 2015
First Financial Security December 2010 - February 2013
Global Financial Distributors, Inc. October 2008 - June 2009
Entaire Global Companies, Inc. May 2006 - October 2008
Wealth Architects, LLC April 2003 - May 2006
World Financial Group (WFG) March 2002 - April 2003
World Marketing Alliance 1997 - 2002
Zurich Kemper Life 1996 - 1997
AXA Equitable 1987 - 1996
Skills
Insurance, Business Planning, Sales, Training, Marketing
Education
The American College
CLU, ChFC
RPI 1981 — 1985
Computational Math
SFP Synergy Financial Partners April 2015 - Present
FRA Financial Group December 2013 - April 2015
First Financial Security December 2010 - February 2013
Global Financial Distributors, Inc. October 2008 - June 2009
Entaire Global Companies, Inc. May 2006 - October 2008
Wealth Architects, LLC April 2003 - May 2006
World Financial Group (WFG) March 2002 - April 2003
World Marketing Alliance 1997 - 2002
Zurich Kemper Life 1996 - 1997
AXA Equitable 1987 - 1996
Skills
Insurance, Business Planning, Sales, Training, Marketing
Education
The American College
CLU, ChFC
RPI 1981 — 1985
Computational Math
Patrick Kattau, CBIP's AXA Equitable Experience July 2000 - April 2011
Job BI Solution Architect, Business Intelligence Practice at Corporate Technologies.
Industry Information Technology and Services
Experience
Corporate Technologies April 2011 - Present
AXA Equitable July 2000 - April 2011
Skills
Business Intelligence, Cloud Computing, Data Warehousing, Virtualization, Data Integration, Agile Methodologies, ETL, Integration, Oracle, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Dimensional Modeling, Dashboard, Informatica, OBIEE
Education
University at Albany, SUNY 1998 — 2000
Corporate Technologies April 2011 - Present
AXA Equitable July 2000 - April 2011
Skills
Business Intelligence, Cloud Computing, Data Warehousing, Virtualization, Data Integration, Agile Methodologies, ETL, Integration, Oracle, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Dimensional Modeling, Dashboard, Informatica, OBIEE
Education
University at Albany, SUNY 1998 — 2000
Kenneth Barnett's AXA Equitable Experience January 2007 - May 2010
Job Former Field Representative & Director of Field Training
Industry Financial Services
Experience
Peachtree Planning North October 2011 - October 2013
Peachtree Planning North October 2011 - October 2013
AXA Advisors May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors July 2005 - December 2007
AXA Advisors January 2001 - June 2005
AXA Advisors May 1995 - December 2000
AXA Advisors April 1992 - December 2000
Skills
Project Planning, Training, Public Speaking, Finance, Estate Planning, Selling, Sales Management, Team Building, Business Planning, Marketing, Insurance, Management, Property & Casualty..., Human Resources, Staff Development, Business Development, Employee Training, Series 7, Leadership, 401k, Financial Advisory, Time Management, Financial Planners, Retirement Planning, Program Management, Coaching, Financial Services, Wealth Management, Outlook, E-Learning, Sales
Education
The American College
ChFC
The University of Texas at Austin
Bachelor of Arts (B.A.), Middle Eastern & European History
Peachtree Planning North October 2011 - October 2013
Peachtree Planning North October 2011 - October 2013
AXA Advisors May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors July 2005 - December 2007
AXA Advisors January 2001 - June 2005
AXA Advisors May 1995 - December 2000
AXA Advisors April 1992 - December 2000
Skills
Project Planning, Training, Public Speaking, Finance, Estate Planning, Selling, Sales Management, Team Building, Business Planning, Marketing, Insurance, Management, Property & Casualty..., Human Resources, Staff Development, Business Development, Employee Training, Series 7, Leadership, 401k, Financial Advisory, Time Management, Financial Planners, Retirement Planning, Program Management, Coaching, Financial Services, Wealth Management, Outlook, E-Learning, Sales
Education
The American College
ChFC
The University of Texas at Austin
Bachelor of Arts (B.A.), Middle Eastern & European History
winston tikaram's AXA Equitable Experience February 2005 - January 2011
Job Creative Leader with a strong customer focus, and a philosophy centered on Learning, Changing, Interdependence & Sharing
Industry Insurance
Experience
Management Consultancy Services February 2011 - August 2012
AXA Equitable February 2005 - January 2011
AXA Equitable January 1990 - 2004
Education
The American College 2002 — 2007
Master of Science in Financial Services, Wealth Management & Financial Planning
Management Consultancy Services February 2011 - August 2012
AXA Equitable February 2005 - January 2011
AXA Equitable January 1990 - 2004
Education
The American College 2002 — 2007
Master of Science in Financial Services, Wealth Management & Financial Planning
Regina Smith, FLMI's AXA Equitable Experience July 2004 - Present
Job Project Director at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable July 2004 - Present
Mutual of New York June 1985 - June 2004
Abraham & Strauss June 1982 - June 1985
Skills
Business Analysis, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Strategy, Program Management, Process Improvement, Business Process..., Requirements Analysis, Project Management, PMO, Change Management, Project Delivery, Risk Management, PMP, Visio, Systems Analysis, Enterprise Architecture, Cross-functional Team..., Quality Assurance, Resource Management, Business Requirements, Software Documentation, Analysis, Leadership
Education
Grumman Data Systems, Inc 1982 — 1983
Certificate, Computer Programming
College of New Rochelle 1975 — 1979
Bachelors, Biology & Chemistry
AXA Equitable July 2004 - Present
Mutual of New York June 1985 - June 2004
Abraham & Strauss June 1982 - June 1985
Skills
Business Analysis, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Strategy, Program Management, Process Improvement, Business Process..., Requirements Analysis, Project Management, PMO, Change Management, Project Delivery, Risk Management, PMP, Visio, Systems Analysis, Enterprise Architecture, Cross-functional Team..., Quality Assurance, Resource Management, Business Requirements, Software Documentation, Analysis, Leadership
Education
Grumman Data Systems, Inc 1982 — 1983
Certificate, Computer Programming
College of New Rochelle 1975 — 1979
Bachelors, Biology & Chemistry
Isam Laroui, CMT's AXA Equitable Experience November 1994 - May 1996
Job Independent Trader / Technical Analyst / Trading Blogger
Industry Financial Services
Experience
Isam Laroui September 2011 - Present
Lina Trading September 2003 - August 2011
Lion's Group January 2002 - July 2003
Generic Trading LLC October 2000 - December 2002
Worldco, L.L.C. November 1996 - October 2000
AXA Equitable November 1994 - May 1996
Buck Consutants October 1993 - November 1994
Skills
Risk Management, Equities, Trading, Capital Markets, Investments, Alternative Investments, Stocks, Technical Analysis, Asset Management, Derivatives, Proprietary Trading, Traders, Financial Markets, Trading Systems, Options, Commodity, Equity Trading, Trading Strategies, Investment Banking, Fundamental Analysis, Hedging, Electronic Trading, Equity Research, FX Options, Equity Derivatives, Hedge Funds, Currency, Investment Strategies, Bonds, Portfolio Management, Fixed Income, Foreign Exchange, FX trading, Securities, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
Master of Science (MS), Statistics, Finance, 3.8/4.0 GPA
Université Paris Dauphine 1989 — 1992
Maîtrise (MS), Mathematics Applied to Social Sciences (M.A.S.S), Mention Très Bien (4.0 GPA) and Top Student in Class of 80 students
French Lycée (Descartes), Rabat, Morocco 1984 — 1986
Baccalaureat, Sciences
Coursera/Machine Learning Class
Coursera/Machine Learning Class
Isam Laroui September 2011 - Present
Lina Trading September 2003 - August 2011
Lion's Group January 2002 - July 2003
Generic Trading LLC October 2000 - December 2002
Worldco, L.L.C. November 1996 - October 2000
AXA Equitable November 1994 - May 1996
Buck Consutants October 1993 - November 1994
Skills
Risk Management, Equities, Trading, Capital Markets, Investments, Alternative Investments, Stocks, Technical Analysis, Asset Management, Derivatives, Proprietary Trading, Traders, Financial Markets, Trading Systems, Options, Commodity, Equity Trading, Trading Strategies, Investment Banking, Fundamental Analysis, Hedging, Electronic Trading, Equity Research, FX Options, Equity Derivatives, Hedge Funds, Currency, Investment Strategies, Bonds, Portfolio Management, Fixed Income, Foreign Exchange, FX trading, Securities, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
Master of Science (MS), Statistics, Finance, 3.8/4.0 GPA
Université Paris Dauphine 1989 — 1992
Maîtrise (MS), Mathematics Applied to Social Sciences (M.A.S.S), Mention Très Bien (4.0 GPA) and Top Student in Class of 80 students
French Lycée (Descartes), Rabat, Morocco 1984 — 1986
Baccalaureat, Sciences
Coursera/Machine Learning Class
Coursera/Machine Learning Class
JR Runion's AXA Equitable Experience May 2012 - Present
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
The Hartford December 2009 - June 2012
PNC Financial Services Group April 2009 - November 2009
PLANCO October 2006 - December 2008
Education
The Ohio State University Fisher College of Business 1999 — 2004
Accounting
AXA Equitable May 2012 - Present
The Hartford December 2009 - June 2012
PNC Financial Services Group April 2009 - November 2009
PLANCO October 2006 - December 2008
Education
The Ohio State University Fisher College of Business 1999 — 2004
Accounting
Marjorie Laughmiller's AXA Equitable Experience April 2007 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
AXA Equitable April 2007 - May 2008
AXA Equitable 2004 - 2006
AXA Equitable 1992 - 2003
Home Savings of America 1984 - 1989
Skills
Retirement, Retirement Planning, Fixed Annuities, Strategic Financial...
Education
ASPA, ALI-ABA, Corbel 1985 — 2008
Qualifed Retirement Plans
The University of Texas at Austin 1967 — 1971
B.A., English Education
AXA Equitable April 2007 - May 2008
AXA Equitable 2004 - 2006
AXA Equitable 1992 - 2003
Home Savings of America 1984 - 1989
Skills
Retirement, Retirement Planning, Fixed Annuities, Strategic Financial...
Education
ASPA, ALI-ABA, Corbel 1985 — 2008
Qualifed Retirement Plans
The University of Texas at Austin 1967 — 1971
B.A., English Education
Kathy Lasslob's AXA Equitable Experience Application Development ManagerPhilips Consumer Electronics, Hamburg, Germany1970 - 1985
Job Release Management Analyst Senior at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable Application Development ManagerPhilips Consumer Electronics, Hamburg, Germany1970 - 1985
Education
Tufts University 1962 — 1966
BS
AXA Equitable Application Development ManagerPhilips Consumer Electronics, Hamburg, Germany1970 - 1985
Education
Tufts University 1962 — 1966
BS
Puja Malhotra, MBA's AXA Equitable Experience December 2009 - March 2011
Job Senior Manager, Banking, Managed Services at Axiom
Industry Financial Services
Experience
Axiom March 2014 - Present
Citigroup March 2011 - March 2014
Axa Equitable December 2009 - March 2011
Broadridge Financial Services December 2006 - October 2008
ADP March 2000 - February 2006
Skills
Strategy, Project Management, Cross-functional Team..., PMO, Business Strategy, Management, Business Process..., Risk Management, Business Analysis, Governance, Strategic Planning, Vendor Management, Outsourcing, Financial Services, Change Management, Finance, Consulting, Executive Management, Program Management, Financial Analysis, Process Improvement, Management Consulting, Leadership, SDLC, Due Diligence, Analysis, Banking
Education
NYU Stern School of Business 2013 — 2015
Executive MBA, Specialization in Strategy, Management and Leadership
PRoject management institute
Certification, PMP
The George Washington University
Masters, Project Management
Axiom March 2014 - Present
Citigroup March 2011 - March 2014
Axa Equitable December 2009 - March 2011
Broadridge Financial Services December 2006 - October 2008
ADP March 2000 - February 2006
Skills
Strategy, Project Management, Cross-functional Team..., PMO, Business Strategy, Management, Business Process..., Risk Management, Business Analysis, Governance, Strategic Planning, Vendor Management, Outsourcing, Financial Services, Change Management, Finance, Consulting, Executive Management, Program Management, Financial Analysis, Process Improvement, Management Consulting, Leadership, SDLC, Due Diligence, Analysis, Banking
Education
NYU Stern School of Business 2013 — 2015
Executive MBA, Specialization in Strategy, Management and Leadership
PRoject management institute
Certification, PMP
The George Washington University
Masters, Project Management
Jay Beck's AXA Equitable Experience January 2005 - October 2013
Job Manager Document Management Services at Protective Life
Industry Insurance
Experience
Protective Life October 2013 - Present
AXA Equitable January 2005 - October 2013
The MONY Group January 1985 - December 2004
Good Hope Youth Home January 1998 - April 2002
Skills
Management, Records Management, Access, Customer Service, Customer Satisfaction, Outlook, Software Documentation
Education
Tompkins Cortland Community College
Associate in Applied Science(A.A.S.), Human Services
Protective Life October 2013 - Present
AXA Equitable January 2005 - October 2013
The MONY Group January 1985 - December 2004
Good Hope Youth Home January 1998 - April 2002
Skills
Management, Records Management, Access, Customer Service, Customer Satisfaction, Outlook, Software Documentation
Education
Tompkins Cortland Community College
Associate in Applied Science(A.A.S.), Human Services
Robert Pienkowski's AXA Equitable Experience April 2007 - March 2015
Job IT Security Operations at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA Equitable April 2007 - March 2015
Keane, Inc. September 2000 - April 2007
James McGuinness & Associates July 1997 - August 2000
Education
University at Albany, SUNY 1993 — 1997
BS, Accounting
AXA US March 2015 - Present
AXA Equitable April 2007 - March 2015
Keane, Inc. September 2000 - April 2007
James McGuinness & Associates July 1997 - August 2000
Education
University at Albany, SUNY 1993 — 1997
BS, Accounting
Cheryl Eng's AXA Equitable Experience August 2009 - April 2013
Job Senior Actuarial Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
AXA Equitable August 2009 - April 2013
AXA Equitable June 2008 - July 2008
MetLife June 2007 - August 2007
Skills
Financial Modeling, Microsoft Excel, Actuarial Science, GGY AXIS
Education
The Johns Hopkins University 2005 — 2009
M.S./B.S., Applied Math and Statistics
New York Life Insurance Company April 2013 - Present
AXA Equitable August 2009 - April 2013
AXA Equitable June 2008 - July 2008
MetLife June 2007 - August 2007
Skills
Financial Modeling, Microsoft Excel, Actuarial Science, GGY AXIS
Education
The Johns Hopkins University 2005 — 2009
M.S./B.S., Applied Math and Statistics
Jeff Sherman's AXA Equitable Experience February 2001 - March 2005
Job Vice President, Total Rewards, Talent Acquisition & HR Policy at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America December 2011 - Present
The Guardian Life Insurance Company of America July 2010 - December 2011
AXA Asia Pacific Holding March 2005 - January 2008
AXA-Equitable February 2001 - March 2005
Ramsey Beirne Associates 1999 - 2001
Philip Morris Companies June 1992 - July 1999
Kraft General Foods March 1992 - April 1994
Skills
Temporary Placement, Talent Acquisition, Personnel Management, Performance Management, Succession Planning, Leadership Development, Human Resources, Strategy, Employee Relations, Cross-functional Team..., Leadership, Mergers & Acquisitions, Interviews, Employee Engagement, Executive Search, Change Management, Talent Management, Management, Recruiting, Process Improvement, Executive Pay, Program Management
Education
University at Albany, SUNY 1980 — 1984
BS, Business
The Guardian Life Insurance Company of America December 2011 - Present
The Guardian Life Insurance Company of America July 2010 - December 2011
AXA Asia Pacific Holding March 2005 - January 2008
AXA-Equitable February 2001 - March 2005
Ramsey Beirne Associates 1999 - 2001
Philip Morris Companies June 1992 - July 1999
Kraft General Foods March 1992 - April 1994
Skills
Temporary Placement, Talent Acquisition, Personnel Management, Performance Management, Succession Planning, Leadership Development, Human Resources, Strategy, Employee Relations, Cross-functional Team..., Leadership, Mergers & Acquisitions, Interviews, Employee Engagement, Executive Search, Change Management, Talent Management, Management, Recruiting, Process Improvement, Executive Pay, Program Management
Education
University at Albany, SUNY 1980 — 1984
BS, Business
Kerry Spaight's AXA Equitable Experience May 2009 - Present
Job Regional Desktop Analyst at AXA Equitable
Industry Computer Software
Experience
AXA Equitable May 2009 - Present
EDS, an HP Company January 1984 - May 2009
EDS Group 1984 - 2009
EDS 1984 - 2008
Education
Texas A&M University-Commerce 1978 — 1980
Business
AXA Equitable May 2009 - Present
EDS, an HP Company January 1984 - May 2009
EDS Group 1984 - 2009
EDS 1984 - 2008
Education
Texas A&M University-Commerce 1978 — 1980
Business
Jon Reebel's AXA Equitable Experience 1983 - 1991
Job Talent Acquisition Specialist at Prosperity Human Resource Systems, Inc.
Industry Staffing and Recruiting
Experience
Prosperity Human Resource Systems, Inc. 2014 - Present
Unique Paving Materials Corporation 2011 - 2014
Surface Engineering, Inc. 2005 - 2011
Jon Reebel & Company 1991 - 2005
AXA Equitable 1983 - 1991
Education
The Ohio State University
Accounting
Shaker Heights High School
Prosperity Human Resource Systems, Inc. 2014 - Present
Unique Paving Materials Corporation 2011 - 2014
Surface Engineering, Inc. 2005 - 2011
Jon Reebel & Company 1991 - 2005
AXA Equitable 1983 - 1991
Education
The Ohio State University
Accounting
Shaker Heights High School
Morgan Scott's AXA Equitable Experience August 2007 - April 2009
Job Director at The Prudential Life Insurance Company of America
Industry Insurance
Experience
The Prudential Life Insurance Company of America January 2013 - Present
The Hartford August 2011 - January 2013
Jackson National Life Distributors LLC June 2009 - July 2011
AXA Equitable August 2007 - April 2009
Skills
Retirement, Mutual Funds
Education
The University of Connecticut School of Law 2004 — 2007
JD
Trinity College-Hartford 1999 — 2003
BA, History
The Prudential Life Insurance Company of America January 2013 - Present
The Hartford August 2011 - January 2013
Jackson National Life Distributors LLC June 2009 - July 2011
AXA Equitable August 2007 - April 2009
Skills
Retirement, Mutual Funds
Education
The University of Connecticut School of Law 2004 — 2007
JD
Trinity College-Hartford 1999 — 2003
BA, History
Frank Tyler, CFP®'s AXA Equitable Experience March 2001 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Equitable March 2001 - Present
Skills
Accountability, Business Strategies, Client Education, Coaching, Culture Building, Education Planning..., Estate Conservation..., Estate Planning..., Financial Strategies, Insurance Planning, Investment Strategies, IRA Distribution..., Leadership Development, Long-term Care Planning..., Mentoring, Pension Distribution..., Retirement Planning..., Risk Management, Strategic Financial..., Tax-deferred Investment..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation...
Education
The University of Texas at Austin
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA), Accounting
Rockhurst High School 1983 — 1987
Texas Christian University
Master of Liberal Arts (MLA)
AXA Equitable March 2001 - Present
Skills
Accountability, Business Strategies, Client Education, Coaching, Culture Building, Education Planning..., Estate Conservation..., Estate Planning..., Financial Strategies, Insurance Planning, Investment Strategies, IRA Distribution..., Leadership Development, Long-term Care Planning..., Mentoring, Pension Distribution..., Retirement Planning..., Risk Management, Strategic Financial..., Tax-deferred Investment..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation...
Education
The University of Texas at Austin
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA), Accounting
Rockhurst High School 1983 — 1987
Texas Christian University
Master of Liberal Arts (MLA)
Don Raimey, Jr.'s AXA Equitable Experience June 1978 - August 1979
Job Managing Member, Leading Edge Companies, LLC
Industry Financial Services
Experience
Leading Edge Companies, LLC January 2012 - Present
United Benefit Advisors (UBA) 2012 - Present
Leading Edge Financial Group, Inc. November 1981 - December 2011
Associated Insurance Services, Inc September 1979 - October 1981
AXA Equitable June 1978 - August 1979
Skills
Welfare benefit plan..., Retirement Plan Advisor, Wealth Management, Employee Benefits, 401k, ERISA, Defined Benefit, Retirement, Executive Pay, Health Insurance, Retirement Planning, Profit Sharing, Pensions, Series 63, Disability Insurance, Financial Analysis, Business Strategy, Insurance, Financial Advisory, Term Life Insurance, Brokers, Strategic Planning, Health Savings Accounts, Life Insurance, Management, Leadership
Education
University of West Florida 2004 — 2008
BS, Marketing with Emphasis on Finance
The American College 1979 — 1981
CLU, ChFC, Insurance, Estate and Financial Planning
Leading Edge Companies, LLC January 2012 - Present
United Benefit Advisors (UBA) 2012 - Present
Leading Edge Financial Group, Inc. November 1981 - December 2011
Associated Insurance Services, Inc September 1979 - October 1981
AXA Equitable June 1978 - August 1979
Skills
Welfare benefit plan..., Retirement Plan Advisor, Wealth Management, Employee Benefits, 401k, ERISA, Defined Benefit, Retirement, Executive Pay, Health Insurance, Retirement Planning, Profit Sharing, Pensions, Series 63, Disability Insurance, Financial Analysis, Business Strategy, Insurance, Financial Advisory, Term Life Insurance, Brokers, Strategic Planning, Health Savings Accounts, Life Insurance, Management, Leadership
Education
University of West Florida 2004 — 2008
BS, Marketing with Emphasis on Finance
The American College 1979 — 1981
CLU, ChFC, Insurance, Estate and Financial Planning
Robert Hawkins's AXA Equitable Experience June 1999 - October 2007
Job Sr. Manager, HR Shared Services Center at DSM
Industry Financial Services
Experience
DSM September 2009 - Present
Morgan Stanley November 2007 - May 2009
AXA Equitable June 1999 - October 2007
Lehman Brothers July 1993 - June 1999
Skills
HRIS, Talent Management, PeopleSoft, Workforce Planning, Deferred Compensation, Employee Engagement, Performance Management, Employee Benefits, Organizational Design, Vendor Management, Employee Relations, Change Management, Human Resources, Strategic HR, Recruiting, Strategy, Management, Leadership, Personnel Management, Business Process, Mergers & Acquisitions, Payroll, HR Transformation, Analysis, Business Analysis, Onboarding, Integration, Sourcing, Strategic Planning, Budgets, Succession Planning, Project Planning, Project Management, Compensation & Benefit, Executive Pay, Process Improvement, HR Consulting, HR Policies, Organizational..., Benefits Administration, Organizational...
Education
The George Washington University - School of Business
MBA, Finance
The Johns Hopkins University
Bachelor's, Arts
DSM September 2009 - Present
Morgan Stanley November 2007 - May 2009
AXA Equitable June 1999 - October 2007
Lehman Brothers July 1993 - June 1999
Skills
HRIS, Talent Management, PeopleSoft, Workforce Planning, Deferred Compensation, Employee Engagement, Performance Management, Employee Benefits, Organizational Design, Vendor Management, Employee Relations, Change Management, Human Resources, Strategic HR, Recruiting, Strategy, Management, Leadership, Personnel Management, Business Process, Mergers & Acquisitions, Payroll, HR Transformation, Analysis, Business Analysis, Onboarding, Integration, Sourcing, Strategic Planning, Budgets, Succession Planning, Project Planning, Project Management, Compensation & Benefit, Executive Pay, Process Improvement, HR Consulting, HR Policies, Organizational..., Benefits Administration, Organizational...
Education
The George Washington University - School of Business
MBA, Finance
The Johns Hopkins University
Bachelor's, Arts
Brian Koonce, CFP®, ChFC®, CLU®'s AXA Equitable Experience October 2004 - April 2005
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lasharn Dublin's AXA Equitable Experience August 2008 - July 2013
Job Office Manager at Corgan Associates Architects PC.
Industry Financial Services
Experience
New York Area Office ManagerInternational Enterprise SingaporeMarch 2014 - August 2014
AXA Equitable August 2008 - July 2013
AXA Equitable June 1998 - August 2007
Skills
Administrative..., Customer Service, Outlook, PeopleSoft, Lotus Notes, Microsoft Excel, Human Resources, Invoicing, Benefits Administration, Employee Benefits, Microsoft Office, Onboarding, Office Administration, Medical Records, Spreadsheets, Charts, Excel, Administrative Support, Indesign, Management, Insurance, Administration, Microsoft Word
Education
College of New Rochelle 2013 — 2016
Bachelor's Degree, Sociology
Clara Barton H 1988 — 1992
New York Area Office ManagerInternational Enterprise SingaporeMarch 2014 - August 2014
AXA Equitable August 2008 - July 2013
AXA Equitable June 1998 - August 2007
Skills
Administrative..., Customer Service, Outlook, PeopleSoft, Lotus Notes, Microsoft Excel, Human Resources, Invoicing, Benefits Administration, Employee Benefits, Microsoft Office, Onboarding, Office Administration, Medical Records, Spreadsheets, Charts, Excel, Administrative Support, Indesign, Management, Insurance, Administration, Microsoft Word
Education
College of New Rochelle 2013 — 2016
Bachelor's Degree, Sociology
Clara Barton H 1988 — 1992
Lucretia Windom's AXA Equitable Experience May 2011 - December 2014
Job Director of Strategic Relationships
Industry Financial Services
Experience
National Life Group January 2015 - Present
AXA Equitable May 2011 - December 2014
Skills
Insurance, Strategic Planning
Education
Troy State University 1999 — 2000
MA, Public Adminstration
University of Central Florida 1988 — 1993
BA, Public Admin
National Life Group January 2015 - Present
AXA Equitable May 2011 - December 2014
Skills
Insurance, Strategic Planning
Education
Troy State University 1999 — 2000
MA, Public Adminstration
University of Central Florida 1988 — 1993
BA, Public Admin
Ryan Regan's AXA Equitable Experience August 2008 - Present
Job RVP at AXA Equitable
Industry Financial Services
Experience
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
Lisa Hehir, CLU, ChFC, CAP's AXA Equitable Experience May 1978 - December 1995
Job Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage 2012 - Present
Capitas Financial, Inc. February 2010 - February 2012
Lincoln Financial Distributors November 2007 - December 2009
The Hartford June 1997 - November 2007
NatWest Bank January 1996 - May 1997
AXA Equitable May 1978 - December 1995
Skills
Long Term Care, Insurance, Financial Planning, Succession Planning, Financial Advisory, Wealth, Strategic Financial..., Long-term Care, Long Term Care Insurance, Employee Benefits
Education
The American College 1985 — 1992
Chartered Financial Consultant & Chartered Life Underwriter, Financial Services
Western International University
Finance
Highland Capital Brokerage 2012 - Present
Capitas Financial, Inc. February 2010 - February 2012
Lincoln Financial Distributors November 2007 - December 2009
The Hartford June 1997 - November 2007
NatWest Bank January 1996 - May 1997
AXA Equitable May 1978 - December 1995
Skills
Long Term Care, Insurance, Financial Planning, Succession Planning, Financial Advisory, Wealth, Strategic Financial..., Long-term Care, Long Term Care Insurance, Employee Benefits
Education
The American College 1985 — 1992
Chartered Financial Consultant & Chartered Life Underwriter, Financial Services
Western International University
Finance
Ann Babillis's AXA Equitable Experience January 2010 - December 2010
Job Business Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Scott Hoke, CLU, ChFC's AXA Equitable Experience 2007 - January 2012
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
Dennis Marsh's AXA Equitable Experience January 1998 - March 2005
Job Your Subaru Salesman
Industry Automotive
Experience
Ganley Bedford Imports October 2014 - Present
Adventure Subaru May 2014 - October 2014
Bedford Nissan February 2014 - May 2014
Ganley Bedford Imports May 2013 - January 2014
Ganley Bedford Imports February 2006 - April 2013
AXA Equitable January 1998 - March 2005
Skills
Automotive, Microsoft Excel, Microsoft Word, Vehicles, Sales Management, Automobile, Customer Service, Negotiation, Customer Satisfaction, New Business Development, Management, Sales Operations, Continuous Improvement, Strategic Planning, Sales Process, Account Management, Inventory Management, Budgets, Parts, Team Building, Microsoft Office, Retail, Operations Management, Financial Analysis, Forecasting, Purchasing, Marketing Strategy, Process Improvement, Product Development, Automotive Aftermarket, Business Strategy, Dealers, Manufacturing, Customer Retention, Dealer Management, Profit, B2B, Training, Reynolds, Direct Sales, Finance, Logistics, Selling, Automotive Sales..., Vehicle Leasing, Marketing, Gross Profit, Sales
Education
The Ohio State University 1983 — 1989
Accounting and Finance
Brush High School 1980 — 1983
Ganley Bedford Imports October 2014 - Present
Adventure Subaru May 2014 - October 2014
Bedford Nissan February 2014 - May 2014
Ganley Bedford Imports May 2013 - January 2014
Ganley Bedford Imports February 2006 - April 2013
AXA Equitable January 1998 - March 2005
Skills
Automotive, Microsoft Excel, Microsoft Word, Vehicles, Sales Management, Automobile, Customer Service, Negotiation, Customer Satisfaction, New Business Development, Management, Sales Operations, Continuous Improvement, Strategic Planning, Sales Process, Account Management, Inventory Management, Budgets, Parts, Team Building, Microsoft Office, Retail, Operations Management, Financial Analysis, Forecasting, Purchasing, Marketing Strategy, Process Improvement, Product Development, Automotive Aftermarket, Business Strategy, Dealers, Manufacturing, Customer Retention, Dealer Management, Profit, B2B, Training, Reynolds, Direct Sales, Finance, Logistics, Selling, Automotive Sales..., Vehicle Leasing, Marketing, Gross Profit, Sales
Education
The Ohio State University 1983 — 1989
Accounting and Finance
Brush High School 1980 — 1983
erik lintala's AXA Equitable Experience Systems Analyst - LeadAXA EQUITABLE LIFE INSURANCE COMPANY1993 - Present
Job Director at AXA Equitable
Industry Financial Services
Experience
AXA Equitable Systems Analyst - LeadAXA EQUITABLE LIFE INSURANCE COMPANY1993 - Present
Skills
Business Analysis, Software Project..., SDLC, Requirements Analysis, COBOL, Requirements Gathering, JCL, TSO, Vendor Management, Mainframe, Business Requirements, IT Strategy, User Acceptance Testing, Systems Analysis, Visio, SQL, Data Warehousing, DB2, Software Development, Solution Architecture, Testing, Enterprise Architecture, PMP, Project Portfolio...
Education
The Ohio State University 1966 — 1970
BS, math
AXA Equitable Systems Analyst - LeadAXA EQUITABLE LIFE INSURANCE COMPANY1993 - Present
Skills
Business Analysis, Software Project..., SDLC, Requirements Analysis, COBOL, Requirements Gathering, JCL, TSO, Vendor Management, Mainframe, Business Requirements, IT Strategy, User Acceptance Testing, Systems Analysis, Visio, SQL, Data Warehousing, DB2, Software Development, Solution Architecture, Testing, Enterprise Architecture, PMP, Project Portfolio...
Education
The Ohio State University 1966 — 1970
BS, math
Karamraj Thapar's AXA Equitable Experience May 2010 - August 2010
Job Derivatives Analyst at Citi
Industry Banking
Experience
Citi March 2014 - Present
Citi July 2012 - March 2014
Summit Entertainment June 2011 - August 2011
AXA Equitable May 2010 - August 2010
US Congress - Senator Menendez (D-NJ) September 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Visio, SharePoint, Access, FrontPage, Microsoft Word, HTML, Prezi, Microsoft Publisher, Financial Modeling, Data Analysis, Visual Basic, Finance, Spanish, Financial Analysis, Social Media, Microsoft Office, Project Management, Research, Analysis
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
Citi March 2014 - Present
Citi July 2012 - March 2014
Summit Entertainment June 2011 - August 2011
AXA Equitable May 2010 - August 2010
US Congress - Senator Menendez (D-NJ) September 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Visio, SharePoint, Access, FrontPage, Microsoft Word, HTML, Prezi, Microsoft Publisher, Financial Modeling, Data Analysis, Visual Basic, Finance, Spanish, Financial Analysis, Social Media, Microsoft Office, Project Management, Research, Analysis
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
Patrick DeRose's AXA Equitable Experience January 1992 - October 1997
Job Compliance Consultant at MetLife
Industry Financial Services
Experience
MetLife October 1997 - Present
AXA Equitable January 1992 - October 1997
Education
Tulane University
MetLife October 1997 - Present
AXA Equitable January 1992 - October 1997
Education
Tulane University
hilary kozarowicz's AXA Equitable Experience October 2007 - November 2010
Job Director of Administration
Industry Financial Services
Experience
Hedge Fund November 2010 - Present
AXA Equitable October 2007 - November 2010
AXA Equitable August 2005 - October 2007
The MONY Group September 2003 - August 2005
American Airlines June 2001 - August 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Accounting and Finance
Hedge Fund November 2010 - Present
AXA Equitable October 2007 - November 2010
AXA Equitable August 2005 - October 2007
The MONY Group September 2003 - August 2005
American Airlines June 2001 - August 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Accounting and Finance
Edilvette López's AXA Equitable Experience 1999 - 2001
Job Corporate Account Executive, Blue Cross Blue Shield of Puerto Rico
Industry Insurance
Experience
Blue Cross Blue Shield of Puerto Rico Senior Sales ExecutiveMedical Card SystemMarch 2005 - April 2012
Amedex DBA Caribbean Assurance Services 2001 - 2005
AXA Equitable 1999 - 2001
Skills
Life Insurance License, Health Insurance License, Disabilty, HMO License, Insurance, Sales Management, New Business Development, Risk Management, Strategic Planning, Team Leadership, Business Planning, Underwriting, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Customer Service, Customer Retention, Team Building, Negotiation, Coaching, Contract Negotiation, Aseguradoras, Gestión y motivación de..., Planificación...
Education
Sistema Universitario Ana G. Mendez, UNE 2004 — 2010
BA, Major- Business Administration. Minor- Marketing. MBA-Entrepreneurial Leadership
Universidad de Puerto Rico 1996 — 1998
Office Systems
Blue Cross Blue Shield of Puerto Rico Senior Sales ExecutiveMedical Card SystemMarch 2005 - April 2012
Amedex DBA Caribbean Assurance Services 2001 - 2005
AXA Equitable 1999 - 2001
Skills
Life Insurance License, Health Insurance License, Disabilty, HMO License, Insurance, Sales Management, New Business Development, Risk Management, Strategic Planning, Team Leadership, Business Planning, Underwriting, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Customer Service, Customer Retention, Team Building, Negotiation, Coaching, Contract Negotiation, Aseguradoras, Gestión y motivación de..., Planificación...
Education
Sistema Universitario Ana G. Mendez, UNE 2004 — 2010
BA, Major- Business Administration. Minor- Marketing. MBA-Entrepreneurial Leadership
Universidad de Puerto Rico 1996 — 1998
Office Systems
Paul Stirling's AXA Equitable Experience January 1995 - July 1997
Job Experienced Finance Professional with 10+ years in Leadership Roles.
Industry Consumer Goods
Experience
Wrigley December 2014 - Present
Mars August 2011 - Present
Mars January 2011 - August 2011
Mars 2004 - 2008
Mars 1997 - 2004
AXA Equitable January 1995 - July 1997
Skills
FMCG, Consumer Products, SAP, Cross-functional Team..., Supply Chain, Innovation Management, Demand Planning, Strategy
Education
The University of Huddersfield 1990 — 1994
Business Law, LLB (Hons)
Wrigley December 2014 - Present
Mars August 2011 - Present
Mars January 2011 - August 2011
Mars 2004 - 2008
Mars 1997 - 2004
AXA Equitable January 1995 - July 1997
Skills
FMCG, Consumer Products, SAP, Cross-functional Team..., Supply Chain, Innovation Management, Demand Planning, Strategy
Education
The University of Huddersfield 1990 — 1994
Business Law, LLB (Hons)
Sascha Schreiber,CFP®'s AXA Equitable Experience April 2008 - May 2013
Job Vice President Wealth Planning Strategist at BB&T
Industry Financial Services
Experience
BB&T June 2013 - Present
AXA-Equitable April 2008 - May 2013
TIAA-CREF February 2006 - April 2008
Vanguard January 2004 - February 2006
Skills
Mutual Funds, Financial Planning, Investments, Financial Analysis, Equities
Education
The American College 2011 — 2012
n/a, CLU
University of North Carolina at Charlotte 2000 — 2003
Bachelors of Science, CFP
BB&T June 2013 - Present
AXA-Equitable April 2008 - May 2013
TIAA-CREF February 2006 - April 2008
Vanguard January 2004 - February 2006
Skills
Mutual Funds, Financial Planning, Investments, Financial Analysis, Equities
Education
The American College 2011 — 2012
n/a, CLU
University of North Carolina at Charlotte 2000 — 2003
Bachelors of Science, CFP
Megan Carson's AXA Equitable Experience 2011 - 2012
Job Pension Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2012 - Present
AXA Equitable 2011 - 2012
BC Johnson Associates May 2009 - August 2009
Lutheran Education Association of Houston May 2008 - August 2008
Skills
Excel, Word, Peachtree, PowerPoint
Education
Texas A&M University 2007 — 2010
Bacholers, Finance
Aon Hewitt April 2012 - Present
AXA Equitable 2011 - 2012
BC Johnson Associates May 2009 - August 2009
Lutheran Education Association of Houston May 2008 - August 2008
Skills
Excel, Word, Peachtree, PowerPoint
Education
Texas A&M University 2007 — 2010
Bacholers, Finance
Ronald Boehm's AXA Equitable Experience 2005 - 2012
Job Financial and Annuity Services Professional
Industry Financial Services
Experience
AXA Equitable 2005 - 2012
AXA Equitable 1998 - 2005
Skills
Mutual Funds, Series 63, Investments, Insurance, Risk Management, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 6, Process Improvement, Wealth Management, Financial Analysis, Financial Services
Education
Tompkins Cortland Community College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AXA Equitable 2005 - 2012
AXA Equitable 1998 - 2005
Skills
Mutual Funds, Series 63, Investments, Insurance, Risk Management, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 6, Process Improvement, Wealth Management, Financial Analysis, Financial Services
Education
Tompkins Cortland Community College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Andrew McDonnell's AXA Equitable Experience February 2004 - September 2009
Job Managing Partner at Velocity Advisors
Industry Financial Services
Experience
Velocity Advisors January 2014 - Present
212 Capital Group September 2009 - January 2014
AXA Equitable February 2004 - September 2009
Education
The Ohio State University 1998 — 2002
Bachelor's degree, Aviation/Airway Management and Operations
Velocity Advisors January 2014 - Present
212 Capital Group September 2009 - January 2014
AXA Equitable February 2004 - September 2009
Education
The Ohio State University 1998 — 2002
Bachelor's degree, Aviation/Airway Management and Operations
Kimberley Pryor's AXA Equitable Experience 1987 - 1993
Job Program Management and Special Events Professional
Industry Program Development
Experience
New Jersey Performing Arts Center 2007 - 2011
AT&T 1995 - 2000
Black Enterprise 1993 - 1995
AXA Equitable 1987 - 1993
Education
Tufts University
Bachelor of Arts (B.A.), Political Science
New Jersey Performing Arts Center 2007 - 2011
AT&T 1995 - 2000
Black Enterprise 1993 - 1995
AXA Equitable 1987 - 1993
Education
Tufts University
Bachelor of Arts (B.A.), Political Science
Travis Pack's AXA Equitable Experience May 2010 - November 2012
Job Survey Engineer
Industry Oil & Energy
Experience
MS Energy Services January 2014 - Present
Rackspace, the Open Cloud Company November 2012 - December 2013
AXA Equitable May 2010 - November 2012
Ceco Concrete Construction November 2008 - May 2010
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 63, Variable Annuities, IRAs, Retirement, Mutual Funds, Uniform Combined State..., Wealth Accumulation, Roth IRA, 401k, Securities, Financial Advisory
Education
Trinity University 2002 — 2007
Bachelor of Arts (B.A.), History
MS Energy Services January 2014 - Present
Rackspace, the Open Cloud Company November 2012 - December 2013
AXA Equitable May 2010 - November 2012
Ceco Concrete Construction November 2008 - May 2010
Skills
Retirement Planning, Series 7, Fixed Annuities, Series 63, Variable Annuities, IRAs, Retirement, Mutual Funds, Uniform Combined State..., Wealth Accumulation, Roth IRA, 401k, Securities, Financial Advisory
Education
Trinity University 2002 — 2007
Bachelor of Arts (B.A.), History
Dan Knapp's AXA Equitable Experience April 2004 - Present
Job Regional vice president at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2004 - Present
Skills
Series 63
Education
The Catholic University of America 1986 — 1990
AXA Equitable April 2004 - Present
Skills
Series 63
Education
The Catholic University of America 1986 — 1990
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life