AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
AXA Equitable List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Equitable. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Equitable Salaries. You can even request information on how much does AXA Equitable pay if you want to. Learn about salaries, pros and cons of working for AXA Equitable directly from the past employees.
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AXA Equitable Employees
Employee
Years
Job
Industry
Rory Cardinal Rory Cardinal's AXA Equitable Experience June 2010 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Equitable June 2010 - Present
The Hitching Post April 2009 - August 2009
T-Mobile March 2005 - January 2008
Skills
Series 7, Series 63, Series 65, Asset Allocation, Asset Management, Alternative Investments, Business Planning, Business Strategy, Investments, Estate Planning, Employee Benefits, Equities, Financial Advice, Financial Services, FINRA, Financial Planning, Investment Advisory, Insurance Planning, Investment Strategies, Planning, Portfolio Management, Retirement, Retirement Income..., Retirement Planning, Securities, Strategic Financial..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Wealth, Wealth Management
Education
University of Minnesota-Duluth 2002 — 2004
Business and Finance
ECFE
ECFE
St Odilia
Totino Grace High School
AXA Equitable June 2010 - Present
The Hitching Post April 2009 - August 2009
T-Mobile March 2005 - January 2008
Skills
Series 7, Series 63, Series 65, Asset Allocation, Asset Management, Alternative Investments, Business Planning, Business Strategy, Investments, Estate Planning, Employee Benefits, Equities, Financial Advice, Financial Services, FINRA, Financial Planning, Investment Advisory, Insurance Planning, Investment Strategies, Planning, Portfolio Management, Retirement, Retirement Income..., Retirement Planning, Securities, Strategic Financial..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Wealth, Wealth Management
Education
University of Minnesota-Duluth 2002 — 2004
Business and Finance
ECFE
ECFE
St Odilia
Totino Grace High School
Ryan Kiernan Ryan Kiernan's AXA Equitable Experience June 2011 - November 2013
Job Vice President of Business Development at Caneel Bay Capital
Industry Venture Capital & Private Equity
Experience
Caneel Bay Capital May 2015 - Present
Cavanal Hill Investment Management November 2013 - May 2015
AXA Equitable June 2011 - November 2013
Sun Life Financial January 2009 - June 2011
The Hartford June 2006 - November 2008
Education
University of Missouri-Columbia
Undergraduate
Caneel Bay Capital May 2015 - Present
Cavanal Hill Investment Management November 2013 - May 2015
AXA Equitable June 2011 - November 2013
Sun Life Financial January 2009 - June 2011
The Hartford June 2006 - November 2008
Education
University of Missouri-Columbia
Undergraduate
Heather McAllister Heather McAllister's AXA Equitable Experience October 1999 - January 2009
Job Indpendent Artist South Hill Designs
Industry Consumer Services
Experience
South Hill Designs 2014 - Present
Charlotte/Rock Hill area July 2013 - February 2014
Compass Group October 2012 - December 2012
AXA Equitable October 1999 - January 2009
Alamo Rent A Car April 1997 - October 1999
Best Western Sterling Inn January 1996 - April 1997
SUPERCUTS January 1994 - January 1996
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, SAP, Customer Service, Employee Benefits, Call Centers, Hospitality Industry, Internet, Microsoft Office, Newsletters, Office Administration, Front Office, Receptionist Duties, E-Learning
Education
University of Phoenix-Charlotte Campus 2005 — 2006
General Studies
Myers Park High School 1992 — 1996
Diploma
South Hill Designs 2014 - Present
Charlotte/Rock Hill area July 2013 - February 2014
Compass Group October 2012 - December 2012
AXA Equitable October 1999 - January 2009
Alamo Rent A Car April 1997 - October 1999
Best Western Sterling Inn January 1996 - April 1997
SUPERCUTS January 1994 - January 1996
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, SAP, Customer Service, Employee Benefits, Call Centers, Hospitality Industry, Internet, Microsoft Office, Newsletters, Office Administration, Front Office, Receptionist Duties, E-Learning
Education
University of Phoenix-Charlotte Campus 2005 — 2006
General Studies
Myers Park High School 1992 — 1996
Diploma
Dominick Ivory Dominick Ivory's AXA Equitable Experience August 2012 - May 2013
Job Educator at Houston ISD
Industry Financial Services
Experience
Houston ISD July 2013 - Present
AXA Equitable August 2012 - May 2013
ExxonMobil 2007 - 2008
Skills
Retirement, Strategic Financial..., Financial Analysis, Finance, Credit
Education
University of North Texas 2008 — 2012
BBA, Finance
Houston ISD July 2013 - Present
AXA Equitable August 2012 - May 2013
ExxonMobil 2007 - 2008
Skills
Retirement, Strategic Financial..., Financial Analysis, Finance, Credit
Education
University of North Texas 2008 — 2012
BBA, Finance
Bill Weigel Bill Weigel's AXA Equitable Experience 1993 - 1994
Job Vice President at Sunburst Systems
Industry Financial Services
Experience
Sunburst Systems October 2013 - Present
DST Retirement Solutions 2008 - 2012
DST Systems 2000 - 2008
DST Systems 1994 - 2000
AXA Equitable 1993 - 1994
Toys R Us 1992 - 1993
Children's Palace 1989 - 1992
Skills
Performance Management, Team Leadership, Client Relations Skills, Process Improvement, Interviewing Skills, Problem Solving, Communication, Mentoring, Employee Engagement, Coaching, Team Building, Conflict Resolution, Customer Service, Mutual Funds, Management, Project Management, Vendor Management, Account Management, Leadership, Financial Services, Business Analysis, Insurance, Training, Requirements Analysis, Relationship Management, Change Management, Requirements Gathering, Customer Retention, Program Management, Securities, Operations Management, Software Documentation, Finance, Business Process..., 401k, Risk Management, Call Centers, Cross-functional Team..., Business Requirements, CRM, Outsourcing
Education
University of Nebraska at Kearney 1984 — 1988
BS, Business Administration and Management, General
Sunburst Systems October 2013 - Present
DST Retirement Solutions 2008 - 2012
DST Systems 2000 - 2008
DST Systems 1994 - 2000
AXA Equitable 1993 - 1994
Toys R Us 1992 - 1993
Children's Palace 1989 - 1992
Skills
Performance Management, Team Leadership, Client Relations Skills, Process Improvement, Interviewing Skills, Problem Solving, Communication, Mentoring, Employee Engagement, Coaching, Team Building, Conflict Resolution, Customer Service, Mutual Funds, Management, Project Management, Vendor Management, Account Management, Leadership, Financial Services, Business Analysis, Insurance, Training, Requirements Analysis, Relationship Management, Change Management, Requirements Gathering, Customer Retention, Program Management, Securities, Operations Management, Software Documentation, Finance, Business Process..., 401k, Risk Management, Call Centers, Cross-functional Team..., Business Requirements, CRM, Outsourcing
Education
University of Nebraska at Kearney 1984 — 1988
BS, Business Administration and Management, General
Cameron Jennings Cameron Jennings's AXA Equitable Experience August 2013 - Present
Job Life Insurance Underwriter at AXA Equitable
Industry Financial Services
Experience
AXA Equitable August 2013 - Present
AXA Equitable January 2009 - August 2013
Skills
Financial Analysis, Microsoft Excel, Customer Service, Life Insurance, Financial Reporting, Access, Process Improvement, Microsoft Office, Leadership, PowerPoint, Budgets, Management, Sales, Microsoft Word, Strategic Planning, Data Analysis, Team Leadership, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Science (BS), Finance, Risk Management and Insurance
AXA Equitable August 2013 - Present
AXA Equitable January 2009 - August 2013
Skills
Financial Analysis, Microsoft Excel, Customer Service, Life Insurance, Financial Reporting, Access, Process Improvement, Microsoft Office, Leadership, PowerPoint, Budgets, Management, Sales, Microsoft Word, Strategic Planning, Data Analysis, Team Leadership, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Science (BS), Finance, Risk Management and Insurance
Hillary Wolf Hillary Wolf's AXA Equitable Experience June 2013 - July 2015
Job
Industry Public Relations and Communications
Experience
RoundPoint Financial Group July 2015 - Present
Axa-Equitable June 2013 - July 2015
AXA Equitable January 2013 - April 2013
Inspired Hygiene June 2012 - August 2012
UNC-G Bookstore July 2011 - October 2011
Wolfman Pizza May 2010 - December 2010
Showmars Restaurant May 2007 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Google Docs, Wordpress, Twitter, Facebook, Instagram, Customer Service, Event Planning, Leadership, PowerPoint, Public Speaking, Research, Sales, Social Media Marketing, Public Relations, Social Networking, Social Media, Time Management, WordPress
Education
University of North Carolina at Greensboro 2009 — 2012
Bachelor of Arts Degree, Communication Studies
Cato Middle College High School 2007 — 2009
Middle school and +
Middle school and +
Providence High School
Providence High School
RoundPoint Financial Group July 2015 - Present
Axa-Equitable June 2013 - July 2015
AXA Equitable January 2013 - April 2013
Inspired Hygiene June 2012 - August 2012
UNC-G Bookstore July 2011 - October 2011
Wolfman Pizza May 2010 - December 2010
Showmars Restaurant May 2007 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Google Docs, Wordpress, Twitter, Facebook, Instagram, Customer Service, Event Planning, Leadership, PowerPoint, Public Speaking, Research, Sales, Social Media Marketing, Public Relations, Social Networking, Social Media, Time Management, WordPress
Education
University of North Carolina at Greensboro 2009 — 2012
Bachelor of Arts Degree, Communication Studies
Cato Middle College High School 2007 — 2009
Middle school and +
Middle school and +
Providence High School
Providence High School
Felicia Goldfine Felicia Goldfine's AXA Equitable Experience June 2010 - June 2011
Job Senior Financial Analyst at Time Inc.
Industry Financial Services
Experience
Time Inc. February 2014 - Present
MetLife July 2011 - February 2014
AXA Equitable June 2010 - June 2011
Global Spectrum (The Ryan Center) January 2010 - May 2010
UBS Financial Services May 2009 - August 2009
Atlantic Broadcasting Group May 2008 - August 2008
Atlantic City Municipal Utilities Authority July 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Event Planning, Public Speaking, Series 7, Social Media, Microsoft Word, Customer Service, Data Analysis, Cognos, BI Publisher, Lotus Notes, Sametime, Ribs, Financial Reporting, Finance, GAAP, Time Management, Accounting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance
Mainland HS.
Time Inc. February 2014 - Present
MetLife July 2011 - February 2014
AXA Equitable June 2010 - June 2011
Global Spectrum (The Ryan Center) January 2010 - May 2010
UBS Financial Services May 2009 - August 2009
Atlantic Broadcasting Group May 2008 - August 2008
Atlantic City Municipal Utilities Authority July 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Event Planning, Public Speaking, Series 7, Social Media, Microsoft Word, Customer Service, Data Analysis, Cognos, BI Publisher, Lotus Notes, Sametime, Ribs, Financial Reporting, Finance, GAAP, Time Management, Accounting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance
Mainland HS.
Derek Joyner Derek Joyner's AXA Equitable Experience September 2008 - December 2013
Job Sr. Supervision Principal, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
AXA Equitable September 2008 - December 2013
Merrill Lynch September 1999 - September 2008
Education
University of North Florida - College of Business Administration 1996 — 2000
BA, Finance
Merrill Lynch December 2013 - Present
AXA Equitable September 2008 - December 2013
Merrill Lynch September 1999 - September 2008
Education
University of North Florida - College of Business Administration 1996 — 2000
BA, Finance
Maurice Howard Maurice Howard's AXA Equitable Experience January 2013 - October 2013
Job Case Manager at TIME Financial
Industry Financial Services
Experience
TIME Financial October 2013 - Present
AXA Equitable January 2013 - October 2013
AXA Equitable June 2010 - December 2012
Skills
Financial Services, Insurance, Life Insurance, Customer Experience, Outlook, Relationship Management, Customer Service, Customer Satisfaction, Internal Communications, Process Improvement, Access, Call Centers
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Communication Studies
TIME Financial October 2013 - Present
AXA Equitable January 2013 - October 2013
AXA Equitable June 2010 - December 2012
Skills
Financial Services, Insurance, Life Insurance, Customer Experience, Outlook, Relationship Management, Customer Service, Customer Satisfaction, Internal Communications, Process Improvement, Access, Call Centers
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Communication Studies
Christina Danielle Evans's AXA Equitable Experience May 2011 - August 2011
Job Education Programs Instructor at Zoo Atlanta
Industry Education Management
Experience
TNTP Teaching Fellows January 2015 - January 2015
Teaching Museum North August 2012 - December 2012
AXA Equitable May 2011 - August 2011
Skills
Social Media, Art Education, Visitor Experience, Social Networking, Education Program..., Museum Education, Museums, Community Outreach, Communication, Public Speaking, Public Relations, Editing, Microsoft Office, Microsoft Excel, Research, PowerPoint, Event Planning, Facebook, Customer Service
Education
University of North Carolina at Greensboro 2010 — 2014
BA, English/Classical Studies
Spelman College 2009 — 2010
English Language and Literature
Roswell High School 2005 — 2009
TNTP Teaching Fellows January 2015 - January 2015
Teaching Museum North August 2012 - December 2012
AXA Equitable May 2011 - August 2011
Skills
Social Media, Art Education, Visitor Experience, Social Networking, Education Program..., Museum Education, Museums, Community Outreach, Communication, Public Speaking, Public Relations, Editing, Microsoft Office, Microsoft Excel, Research, PowerPoint, Event Planning, Facebook, Customer Service
Education
University of North Carolina at Greensboro 2010 — 2014
BA, English/Classical Studies
Spelman College 2009 — 2010
English Language and Literature
Roswell High School 2005 — 2009
Shana Won, CFP® , CLU Shana Won, CFP® , CLU's AXA Equitable Experience 1986 - 1993
Job Financial Consultant at Shuster Financial Group, LLC
Industry Financial Services
Experience
Shuster Financial Group, LLC August 2007 - Present
AXA Advisors, LLC August 2002 - August 2007
AXA Advisors, LLC January 1993 - August 2002
AXA Equitable 1986 - 1993
Skills
Retirement Planning, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California Los Angeles 1979 — 1983
BA, Sociology and Psychology
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Shuster Financial Group, LLC August 2007 - Present
AXA Advisors, LLC August 2002 - August 2007
AXA Advisors, LLC January 1993 - August 2002
AXA Equitable 1986 - 1993
Skills
Retirement Planning, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California Los Angeles 1979 — 1983
BA, Sociology and Psychology
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Mary Frances Usher Mary Frances Usher's AXA Equitable Experience June 2008 - August 2008
Job GSU Coordinator at ADP RPO, onsite at Goldman Sachs
Industry Internet
Experience
ADP RPO, onsite at Goldman Sachs February 2015 - Present
TheLadders September 2013 - February 2015
TheLadders.com June 2012 - September 2013
The Ladders June 2010 - June 2012
Goldbeck McCafferty & McKeever October 2009 - May 2010
AXA Equitable June 2008 - August 2008
Skills
Strategic Sourcing, Resume, Sourcing, Screening Resumes, Salesforce.com, Screening, Search, Internet Recruiting, Talent Acquisition, Leadership, Onboarding
Education
Florence University of the Arts
University of Scranton
BS, Business Management
ADP RPO, onsite at Goldman Sachs February 2015 - Present
TheLadders September 2013 - February 2015
TheLadders.com June 2012 - September 2013
The Ladders June 2010 - June 2012
Goldbeck McCafferty & McKeever October 2009 - May 2010
AXA Equitable June 2008 - August 2008
Skills
Strategic Sourcing, Resume, Sourcing, Screening Resumes, Salesforce.com, Screening, Search, Internet Recruiting, Talent Acquisition, Leadership, Onboarding
Education
Florence University of the Arts
University of Scranton
BS, Business Management
Kunal Dixit's AXA Equitable Experience January 2006 - February 2012
Job Experienced Game Artist / Web Designer / Graphic Designer
Industry Computer Games
Experience
Game Developers Conference March 2013 - March 2015
Youth Digital Studio January 2014 - January 2015
Youth Digital Studio December 2013 - January 2014
Youth Digital Studio September 2013 - November 2013
AXA Equitable January 2006 - February 2012
Skills
Maya, Photoshop, 3D Studio Max, Unity3D, 3D Modeling, Game Design, 3D, C#, Graphic Design, Scripting, Game Development, Texturing, User Interface Design, Video Games, User Interface, Web Design, High Poly Modeling, CSS, Unreal Editor, Dreamweaver, jQuery, HTML, Drawing, Storyboarding, Character Animation, Concept Design, Web Development, Java, Microsoft Office, Computer Animation, Premiere, Illustrator, Project Management, Logo Design, Inspiration, Zbrush, UV mapping, Low Poly Modeling, Game Art, Digital Art, Customer Service, Eclipse, Wordpress, Concept Art, Adobe Dreamweaver, Game Prototyping, Unreal Engine 4, Advertising, Social Media, Adobe Creative Suite
Education
The Art Institute of Raleigh-Durham 2012 — 2014
Bachelor of Fine Arts (BFA), Game Art and Design
UNC Charlotte 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Game Developers Conference March 2013 - March 2015
Youth Digital Studio January 2014 - January 2015
Youth Digital Studio December 2013 - January 2014
Youth Digital Studio September 2013 - November 2013
AXA Equitable January 2006 - February 2012
Skills
Maya, Photoshop, 3D Studio Max, Unity3D, 3D Modeling, Game Design, 3D, C#, Graphic Design, Scripting, Game Development, Texturing, User Interface Design, Video Games, User Interface, Web Design, High Poly Modeling, CSS, Unreal Editor, Dreamweaver, jQuery, HTML, Drawing, Storyboarding, Character Animation, Concept Design, Web Development, Java, Microsoft Office, Computer Animation, Premiere, Illustrator, Project Management, Logo Design, Inspiration, Zbrush, UV mapping, Low Poly Modeling, Game Art, Digital Art, Customer Service, Eclipse, Wordpress, Concept Art, Adobe Dreamweaver, Game Prototyping, Unreal Engine 4, Advertising, Social Media, Adobe Creative Suite
Education
The Art Institute of Raleigh-Durham 2012 — 2014
Bachelor of Fine Arts (BFA), Game Art and Design
UNC Charlotte 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Erik Dorn Erik Dorn's AXA Equitable Experience February 2008 - April 2010
Job Property Manager for Onni Real Estate Group, Capilano Properties, LLC.
Industry Real Estate
Experience
Capilano Properties June 2012 - Present
Gray Development Group / Gray Construction, LLC April 2010 - June 2012
Fairfield Residential 2011 - 2011
AXA Equitable February 2008 - April 2010
Xango July 2007 - July 2008
Enterprise Car Sales September 2006 - February 2008
Enterprise Rent-A-Car May 2005 - September 2006
Skills
Yardi Property..., PowerPoint, Microsoft Word, Outlook, Microsoft Publisher, Website Knowledge of..., Website Knowledge of..., Website Knowledge of..., People Skills, Social Skills, Communication Skills, Microsoft Excel, Yardi, Apartments, Leases, Recruiting
Education
University of Northern Colorado 1998 — 2002
Bachelor of Science, Business, Minor: Speech Communications
Capilano Properties June 2012 - Present
Gray Development Group / Gray Construction, LLC April 2010 - June 2012
Fairfield Residential 2011 - 2011
AXA Equitable February 2008 - April 2010
Xango July 2007 - July 2008
Enterprise Car Sales September 2006 - February 2008
Enterprise Rent-A-Car May 2005 - September 2006
Skills
Yardi Property..., PowerPoint, Microsoft Word, Outlook, Microsoft Publisher, Website Knowledge of..., Website Knowledge of..., Website Knowledge of..., People Skills, Social Skills, Communication Skills, Microsoft Excel, Yardi, Apartments, Leases, Recruiting
Education
University of Northern Colorado 1998 — 2002
Bachelor of Science, Business, Minor: Speech Communications
Ricardo Ortiz Ricardo Ortiz's AXA Equitable Experience December 1994 - January 1997
Job Looking for a Job in New York Area
Industry Financial Services
Experience
Tampa International Interpreters, LLC. November 2011 - Present
George S. May International December 2007 - November 2011
Tampa International Interpreters LLC January 2002 - October 2007
Gems of America March 1997 - December 2001
AXA Equitable December 1994 - January 1997
Skills
Cross-functional Team..., Strategic Financial..., Change Management, Management Consulting, Leadership, Program Management, Management, Investments, Inventory Management, CRM, Strategic Planning, Business Analysis, Marketing Strategy, Risk Management, Marketing Management, Policy, Organizational..., Start-ups, Budgets, Auditing, Strategy, Analysis, Process Improvement, Executive Management, Accounting, Sales, Business Process..., Marketing, Finance, Business Strategy, Customer Satisfaction, Strategic Consulting, Entrepreneurship, Team Building, Operations Management, New Business Development, Business Planning, Business Transformation, Business Development, Contract Negotiation, Mergers & Acquisitions, Team Leadership, Coaching, Vendor Management, Managerial Finance, Forecasting, Leadership Development, Project Planning, Process Engineering, Competitive Analysis
Education
University of Miami 1994 — 1996
MBA, Finance / Business Manangement
University of Miami 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance / Business Management
Tampa International Interpreters, LLC. November 2011 - Present
George S. May International December 2007 - November 2011
Tampa International Interpreters LLC January 2002 - October 2007
Gems of America March 1997 - December 2001
AXA Equitable December 1994 - January 1997
Skills
Cross-functional Team..., Strategic Financial..., Change Management, Management Consulting, Leadership, Program Management, Management, Investments, Inventory Management, CRM, Strategic Planning, Business Analysis, Marketing Strategy, Risk Management, Marketing Management, Policy, Organizational..., Start-ups, Budgets, Auditing, Strategy, Analysis, Process Improvement, Executive Management, Accounting, Sales, Business Process..., Marketing, Finance, Business Strategy, Customer Satisfaction, Strategic Consulting, Entrepreneurship, Team Building, Operations Management, New Business Development, Business Planning, Business Transformation, Business Development, Contract Negotiation, Mergers & Acquisitions, Team Leadership, Coaching, Vendor Management, Managerial Finance, Forecasting, Leadership Development, Project Planning, Process Engineering, Competitive Analysis
Education
University of Miami 1994 — 1996
MBA, Finance / Business Manangement
University of Miami 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance / Business Management
Bill Maynard Bill Maynard's AXA Equitable Experience 2000 - 2005
Job Managing Partner at LMS Equity Partners LLC
Industry Financial Services
Experience
LMS Equity Partners LLC November 2012 - Present
Cole Capital 2006 - 2012
AXA Equitable 2000 - 2005
AXA Distributors 1996 - 2000
Smith Barney 1994 - 1996
Prudential Financial 1991 - 1994
Skills
Financial Product Sales, General Securities..., Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, Alternative Investments, Retirement Planning, Asset Allocation, Portfolio Management, Relationship Management, Retirement, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Real Estate, Estate Planning, 401k, IRAs, Strategic Financial..., Bonds, FINRA, Series 24, Series 6, Fixed Annuities, Investment Management, Variable Annuities, Series 65, ETFs, Life Insurance, Fixed Income, Wealth Management..., Hedge Funds, Equities, Uniform Combined State..., Wealth, Private Placements, 401k Rollovers, Financial Planners, Insurance, Brokerage, Finance, Separately Managed..., Capital Markets, Due Diligence, Qualified Retirement...
Education
University of North Texas 1976 — 1979
Bachelor of Business Administration (B.B.A.), Marketing and Finance
University of Arkansas, Fayetteville 1974 — 1976
Marketing and Finance
Lake Highlands High School, Dallas TX.
LMS Equity Partners LLC November 2012 - Present
Cole Capital 2006 - 2012
AXA Equitable 2000 - 2005
AXA Distributors 1996 - 2000
Smith Barney 1994 - 1996
Prudential Financial 1991 - 1994
Skills
Financial Product Sales, General Securities..., Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, Alternative Investments, Retirement Planning, Asset Allocation, Portfolio Management, Relationship Management, Retirement, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Real Estate, Estate Planning, 401k, IRAs, Strategic Financial..., Bonds, FINRA, Series 24, Series 6, Fixed Annuities, Investment Management, Variable Annuities, Series 65, ETFs, Life Insurance, Fixed Income, Wealth Management..., Hedge Funds, Equities, Uniform Combined State..., Wealth, Private Placements, 401k Rollovers, Financial Planners, Insurance, Brokerage, Finance, Separately Managed..., Capital Markets, Due Diligence, Qualified Retirement...
Education
University of North Texas 1976 — 1979
Bachelor of Business Administration (B.B.A.), Marketing and Finance
University of Arkansas, Fayetteville 1974 — 1976
Marketing and Finance
Lake Highlands High School, Dallas TX.
Denise Fleming's AXA Equitable Experience July 2000 - August 2013
Job Business Relations
Industry Alternative Dispute Resolution
Experience
MsDsCollections March 2014 - Present
Electrolux North America August 2013 - Present
AXA Equitable July 2000 - August 2013
Education
Walden University 2012 — 2014
Master's degree, Business Administration and Management, General, 3.85
University of Phoenix 2006 — 2011
Bachelor's degree, Business Administration and Management, General, 3.53
MsDsCollections March 2014 - Present
Electrolux North America August 2013 - Present
AXA Equitable July 2000 - August 2013
Education
Walden University 2012 — 2014
Master's degree, Business Administration and Management, General, 3.85
University of Phoenix 2006 — 2011
Bachelor's degree, Business Administration and Management, General, 3.53
Bradford Dobesh Bradford Dobesh's AXA Equitable Experience 1997 - 2003
Job Director – Business Development
Industry Financial Services
Experience
Horace Mann October 2014 - Present
National Life Group January 2013 - October 2013
Securian Financial Group January 2012 - December 2012
ING May 2004 - December 2011
AXA Equitable 1997 - 2003
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Insurance, Investments, Financial Services, Life Insurance, Series 6, Relationship Management, Business Development, IRAs, Portfolio Management, Employee Benefits, Series 63, Finance, Financial Planning, Securities, Wealth Management, Asset Allocation, Pensions, Term Life Insurance, 403b/457, Variable Annuities, New Business Development, Building Relationships, Sales Operations, Strategic Financial..., Asset Management, Relationship Building, Sales
Education
University of Minnesota-Twin Cities 1987 — 1992
Sales Management
Dale Carnegie Sales Success Program
Premontre
Horace Mann October 2014 - Present
National Life Group January 2013 - October 2013
Securian Financial Group January 2012 - December 2012
ING May 2004 - December 2011
AXA Equitable 1997 - 2003
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Insurance, Investments, Financial Services, Life Insurance, Series 6, Relationship Management, Business Development, IRAs, Portfolio Management, Employee Benefits, Series 63, Finance, Financial Planning, Securities, Wealth Management, Asset Allocation, Pensions, Term Life Insurance, 403b/457, Variable Annuities, New Business Development, Building Relationships, Sales Operations, Strategic Financial..., Asset Management, Relationship Building, Sales
Education
University of Minnesota-Twin Cities 1987 — 1992
Sales Management
Dale Carnegie Sales Success Program
Premontre
Daniel Lindquist Daniel Lindquist's AXA Equitable Experience May 2007 - August 2007
Job Attorney
Industry Law Practice
Experience
Hire Counsel May 2014 - Present
Synergy Legal Staffing/Huron Legal January 2014 - April 2014
Hudson September 2013 - December 2013
B3 Legal August 2013 - September 2013
Center for Economic Progress November 2012 - June 2013
University of Michigan Office of the General Counsel May 2011 - August 2011
U.S. District Court - District of Minnesota May 2010 - August 2010
Serkland Law Firm January 2008 - January 2009
AXA Equitable May 2007 - August 2007
HoneyRock Camp May 2006 - August 2006
Skills
Legal Research, Research, Courts, Legal Writing, Microsoft Office, Employment Law, Contract Law, Public Speaking, Microsoft Excel, Policy Analysis, Nonprofits, Westlaw, Lexis, PowerPoint
Education
University of Michigan Law School 2009 — 2012
Doctor of Law (J.D.), Law
Wheaton College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Hire Counsel May 2014 - Present
Synergy Legal Staffing/Huron Legal January 2014 - April 2014
Hudson September 2013 - December 2013
B3 Legal August 2013 - September 2013
Center for Economic Progress November 2012 - June 2013
University of Michigan Office of the General Counsel May 2011 - August 2011
U.S. District Court - District of Minnesota May 2010 - August 2010
Serkland Law Firm January 2008 - January 2009
AXA Equitable May 2007 - August 2007
HoneyRock Camp May 2006 - August 2006
Skills
Legal Research, Research, Courts, Legal Writing, Microsoft Office, Employment Law, Contract Law, Public Speaking, Microsoft Excel, Policy Analysis, Nonprofits, Westlaw, Lexis, PowerPoint
Education
University of Michigan Law School 2009 — 2012
Doctor of Law (J.D.), Law
Wheaton College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Michelle Ricketts's AXA Equitable Experience April 1999 - Present
Job Senior Project Manager at AXA
Industry Financial Services
Experience
AXA August 2014 - Present
AXA Equitable April 1999 - Present
Skills
Process Improvement, Training, Financial Services, Performance Management, Insurance, Employee Engagement, Customer Service, Team Building, Business Analysis, Relationship Management, Recruiting, Leadership, Business Process...
Education
University of North Carolina at Charlotte
AXA August 2014 - Present
AXA Equitable April 1999 - Present
Skills
Process Improvement, Training, Financial Services, Performance Management, Insurance, Employee Engagement, Customer Service, Team Building, Business Analysis, Relationship Management, Recruiting, Leadership, Business Process...
Education
University of North Carolina at Charlotte
Rodney Blackmon Rodney Blackmon's AXA Equitable Experience July 2012 - Present
Job Guest Relations Representative at Carolina Panthers
Industry Financial Services
Experience
AXA Equitable July 2012 - Present
Carolina Panthers July 2012 - Present
Bank of America January 2011 - July 2012
Citi August 2006 - January 2011
Skills
Call Centers, Process Improvement, Insurance, Financial Services, Vendor Management, Lotus Notes, Customer Service, Banking, Mutual Funds, PeopleSoft, Access, Customer Satisfaction, Life Insurance, Business Analysis, Outlook, Customer Experience, Microsoft Excel
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science, Business, Management, Marketing, and Related Support Services
AXA Equitable July 2012 - Present
Carolina Panthers July 2012 - Present
Bank of America January 2011 - July 2012
Citi August 2006 - January 2011
Skills
Call Centers, Process Improvement, Insurance, Financial Services, Vendor Management, Lotus Notes, Customer Service, Banking, Mutual Funds, PeopleSoft, Access, Customer Satisfaction, Life Insurance, Business Analysis, Outlook, Customer Experience, Microsoft Excel
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Donna W. Timmerman Donna W. Timmerman's AXA Equitable Experience January 2006 - Present
Job Financial Advisor Retirement Planning Specialist
Industry Financial Services
Experience
Equinox Financial Partners October 2011 - Present
AXA Equitable January 2006 - Present
First Impressions Gifts/Sports Impressions January 1980 - January 2006
Skills
Retirement Planning, Wealth Management, Wealth Accumulation, Creative Problem Solving, Tax Reduction Strategies, Retirement Income..., Consistent Level of..., Risk Management, Asset Allocation, Retirement Plan..., Retirement Savings, Wealth Management..., Investment Strategies, Portfolio Management, Retirement Benefits, Financial Goals, Personal Financial...
Education
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Planning Specialist
State University of NY at Buffalo School of Law 1976 — 1977
Temple University, Philadelphia, PA 1971 — 1975
Bachelor of Science, Health Education
Equinox Financial Partners October 2011 - Present
AXA Equitable January 2006 - Present
First Impressions Gifts/Sports Impressions January 1980 - January 2006
Skills
Retirement Planning, Wealth Management, Wealth Accumulation, Creative Problem Solving, Tax Reduction Strategies, Retirement Income..., Consistent Level of..., Risk Management, Asset Allocation, Retirement Plan..., Retirement Savings, Wealth Management..., Investment Strategies, Portfolio Management, Retirement Benefits, Financial Goals, Personal Financial...
Education
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Planning Specialist
State University of NY at Buffalo School of Law 1976 — 1977
Temple University, Philadelphia, PA 1971 — 1975
Bachelor of Science, Health Education
Joseph Cicero Joseph Cicero's AXA Equitable Experience May 2010 - August 2010
Job Senior Associate at Stax Inc.
Industry Management Consulting
Experience
Stax Inc. July 2015 - Present
Stax Inc. July 2014 - July 2015
Pearl Meyer & Partners April 2014 - June 2014
Pearl Meyer & Partners June 2012 - April 2014
Citi May 2011 - August 2011
AXA Equitable May 2010 - August 2010
Skills
Process Improvement, Data Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Stata, Morningstar, Hoovers, Capital IQ, SNL
Education
University of Rochester 2008 — 2012
BA, Economics, Business
Stax Inc. July 2015 - Present
Stax Inc. July 2014 - July 2015
Pearl Meyer & Partners April 2014 - June 2014
Pearl Meyer & Partners June 2012 - April 2014
Citi May 2011 - August 2011
AXA Equitable May 2010 - August 2010
Skills
Process Improvement, Data Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Stata, Morningstar, Hoovers, Capital IQ, SNL
Education
University of Rochester 2008 — 2012
BA, Economics, Business
Ken Savells AIF® Ken Savells AIF®'s AXA Equitable Experience August 1999 - February 2003
Job Centurion Financial Services Investments and Retirement Plans
Industry Investment Management
Experience
Centurion Financial Services February 2003 - Present
AXA Equitable August 1999 - February 2003
Millbrook Distribution Services November 1981 - 1999
Skills
Investments, Asset Managment, Alternative Investments, Series 7, Series 63, Financial Analysis, Retirement, Securities, Mutual Funds, Retirement Planning, Fixed Annuities, Investment Advisory, 401k, Asset Allocation, Risk Management, Wealth Management, ETFs, Disability Insurance, Portfolio Management, Investment Strategies
Education
University of Missouri-Rolla 1970 — 1974
BS, Computer Science
Centurion Financial Services February 2003 - Present
AXA Equitable August 1999 - February 2003
Millbrook Distribution Services November 1981 - 1999
Skills
Investments, Asset Managment, Alternative Investments, Series 7, Series 63, Financial Analysis, Retirement, Securities, Mutual Funds, Retirement Planning, Fixed Annuities, Investment Advisory, 401k, Asset Allocation, Risk Management, Wealth Management, ETFs, Disability Insurance, Portfolio Management, Investment Strategies
Education
University of Missouri-Rolla 1970 — 1974
BS, Computer Science
Eric Orenstein CLU,ChFC,CASL,LUTCF,CLTC's AXA Equitable Experience July 2011 - August 2012
Job Partner at New York Life Insurance Company.
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Guardian Life March 2014 - November 2014
MetLife April 2013 - March 2014
Transamerica Agency Network, Inc. August 2012 - March 2013
AXA Equitable July 2011 - August 2012
New York Life Insurance Company May 1995 - June 2011
Skills
Life Insurance, Investments, Retirement Planning, Business Continuity..., Estate Planning, Wealth Management, Agency Development, Sales Growth, Mentoring, Recruiting, Agent Development, Compliance, Series 24, Long-term Care, Fixed Annuities, Leadership, 401k, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Series 6, Series 63, Series 7, Term Life Insurance, Training
Education
University of Miami - School of Business 1984 — 1985
MBA, Finance
University of Miami - School of Business 1980 — 1984
BBA, Marketing
New York Life Insurance Company November 2014 - Present
Guardian Life March 2014 - November 2014
MetLife April 2013 - March 2014
Transamerica Agency Network, Inc. August 2012 - March 2013
AXA Equitable July 2011 - August 2012
New York Life Insurance Company May 1995 - June 2011
Skills
Life Insurance, Investments, Retirement Planning, Business Continuity..., Estate Planning, Wealth Management, Agency Development, Sales Growth, Mentoring, Recruiting, Agent Development, Compliance, Series 24, Long-term Care, Fixed Annuities, Leadership, 401k, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Series 6, Series 63, Series 7, Term Life Insurance, Training
Education
University of Miami - School of Business 1984 — 1985
MBA, Finance
University of Miami - School of Business 1980 — 1984
BBA, Marketing
Angelica Neto's AXA Equitable Experience September 2012 - May 2015
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
AXA US May 2015 - September 2015
AXA Equitable September 2012 - May 2015
SHI International Corp. June 2012 - August 2012
Kania School of Management September 2009 - May 2012
The Provident Bank May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, FINRA, SEC regulations
Education
University of Scranton 2008 — 2012
History and Business Management
Union Catholic Regional High School 2005 — 2008
BlackRock September 2015 - Present
AXA US May 2015 - September 2015
AXA Equitable September 2012 - May 2015
SHI International Corp. June 2012 - August 2012
Kania School of Management September 2009 - May 2012
The Provident Bank May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, FINRA, SEC regulations
Education
University of Scranton 2008 — 2012
History and Business Management
Union Catholic Regional High School 2005 — 2008
Dwayne A. Collins Dwayne A. Collins's AXA Equitable Experience April 2005 - December 2008
Job IT Manager Event Services at The Madison Square Garden Company
Industry Entertainment
Experience
The Madison Square Garden Company March 2015 - Present
AXA Advisors January 2009 - February 2015
AXA Equitable April 2005 - December 2008
AXA Advisors March 2002 - April 2005
Skills
Management, Marketing, Finance, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Project Management, Securities, Wealth Management, Microsoft Office, Investments, Strategy, Retail, Series 7, Insurance
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
The Madison Square Garden Company March 2015 - Present
AXA Advisors January 2009 - February 2015
AXA Equitable April 2005 - December 2008
AXA Advisors March 2002 - April 2005
Skills
Management, Marketing, Finance, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Project Management, Securities, Wealth Management, Microsoft Office, Investments, Strategy, Retail, Series 7, Insurance
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
Betrina Lumpkin Betrina Lumpkin's AXA Equitable Experience 2002 - March 2011
Job Accounting Professional
Industry Accounting
Experience
Odyssey Logistics and Technology May 2014 - Present
Sherpa December 2013 - April 2014
AccruePartners July 2013 - August 2013
Kmart Corporation November 2012 - May 2013
AXA Equitable 2002 - March 2011
AXA Equitable August 1998 - 2002
Cato Corporation November 1998 - April 2000
AXA Equitable December 1997 - August 1998
International Paper Company July 1996 - August 1997
Skills
Bank Reconciliation, Access, Outlook, Accounting, Microsoft Word, Microsoft Excel, Variance Analysis, General Ledger
Education
University of Phoenix 2011 — 2013
Masters of Science, Accountancy, 3.75
University of Phoenix 2005 — 2011
Bachelors, Business Management
Brookstone College of Business 1990 — 1991
Certificate, Computerized Accounting, 4.0
Odyssey Logistics and Technology May 2014 - Present
Sherpa December 2013 - April 2014
AccruePartners July 2013 - August 2013
Kmart Corporation November 2012 - May 2013
AXA Equitable 2002 - March 2011
AXA Equitable August 1998 - 2002
Cato Corporation November 1998 - April 2000
AXA Equitable December 1997 - August 1998
International Paper Company July 1996 - August 1997
Skills
Bank Reconciliation, Access, Outlook, Accounting, Microsoft Word, Microsoft Excel, Variance Analysis, General Ledger
Education
University of Phoenix 2011 — 2013
Masters of Science, Accountancy, 3.75
University of Phoenix 2005 — 2011
Bachelors, Business Management
Brookstone College of Business 1990 — 1991
Certificate, Computerized Accounting, 4.0
John J. Kuk John J. Kuk's AXA Equitable Experience October 2009 - February 2013
Job Director, Strategy and Business Development at BRAMCO Financial, LLC
Industry Financial Services
Experience
BRAMCO FINANCIAL RESOURCES October 2013 - Present
AXA Equitable October 2009 - February 2013
Aviva plc December 2005 - October 2009
MassMutual Financial Group January 2002 - August 2005
The Hartford January 1993 - December 2002
Lanier Worldwide June 1991 - December 1992
Skills
Leadership, Management, Strategic Planning, Business Development, New Business Development, Relationship Management, Strategy, Sales, Wealth Management, Term Life Insurance, Insurance, Life Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 6, Financial Services, Mutual Funds, Public Speaking, Disability Insurance, Brokers, Wealth, Budgets, Variable Annuities, Whole Life, Asset Allocation, Budget, Series 63
Education
University of Rhode Island 1987 — 1991
Bachelor of Arts
BRAMCO FINANCIAL RESOURCES October 2013 - Present
AXA Equitable October 2009 - February 2013
Aviva plc December 2005 - October 2009
MassMutual Financial Group January 2002 - August 2005
The Hartford January 1993 - December 2002
Lanier Worldwide June 1991 - December 1992
Skills
Leadership, Management, Strategic Planning, Business Development, New Business Development, Relationship Management, Strategy, Sales, Wealth Management, Term Life Insurance, Insurance, Life Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 6, Financial Services, Mutual Funds, Public Speaking, Disability Insurance, Brokers, Wealth, Budgets, Variable Annuities, Whole Life, Asset Allocation, Budget, Series 63
Education
University of Rhode Island 1987 — 1991
Bachelor of Arts
Kathryn Champagne Kathryn Champagne's AXA Equitable Experience March 2013 - June 2015
Job Sales Desk Operation Support Associate at AXA Equitable
Industry Financial Services
Experience
AXA Equitable March 2013 - June 2015
AXA Equitable June 2012 - March 2013
AXA Equitable July 2010 - June 2012
AXA Equitable June 2009 - August 2009
Skills
Series 6, Customer Service, Retirement Planning, Risk Management, Management, Employee Engagement, Fixed Annuities, Recruiting, Insurance, Access, Finance, Financial Services, Employee Benefits
Education
University of Scranton 2006 — 2010
History, Business/Philosophy Minors
AXA Equitable March 2013 - June 2015
AXA Equitable June 2012 - March 2013
AXA Equitable July 2010 - June 2012
AXA Equitable June 2009 - August 2009
Skills
Series 6, Customer Service, Retirement Planning, Risk Management, Management, Employee Engagement, Fixed Annuities, Recruiting, Insurance, Access, Finance, Financial Services, Employee Benefits
Education
University of Scranton 2006 — 2010
History, Business/Philosophy Minors
Jose Michelen's AXA Equitable Experience 2000 - 2008
Job Financial Professional at Cambridge Financial Partners, LLC. A General Agency in the Companies of OneAmerica®
Industry Financial Services
Experience
Cambridge Financial Partners October 2012 - Present
MetLife 2008 - 2012
AXA Equitable 2000 - 2008
Education
Wharton Business School 2007 — 2007
Retirement Planning Specialist
Georgia Institute of Technology 1963 — 1968
BIE, Industrial Engineering
Colegio De La Salle 1958 — 1963
High School
Cambridge Financial Partners October 2012 - Present
MetLife 2008 - 2012
AXA Equitable 2000 - 2008
Education
Wharton Business School 2007 — 2007
Retirement Planning Specialist
Georgia Institute of Technology 1963 — 1968
BIE, Industrial Engineering
Colegio De La Salle 1958 — 1963
High School
Evita Freeman's AXA Equitable Experience January 2013 - April 2013
Job Recruiting & Marketing Coordinator at AXA Advisors, LLC
Industry Insurance
Experience
AXA Advisors, LLC March 2015 - Present
AXA US April 2013 - March 2015
AXA Equitable January 2013 - April 2013
Colonial Properties Trust October 2011 - July 2012
Skills
Outlook, Public Speaking, Leadership Development, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Nonprofits, PowerPoint, Case Managment, Business Process..., Community Outreach, Strategic Partnerships, Research, Sales, Time Management, Leadership, Strategic Planning, Training, Team Building, New Business Development, Microsoft Word, Spanish, Public Relations, Volunteer Management, Recruiting
Education
UNC Charlotte 2008 — 2012
Bachelor's degree, Spanish
UNC Charlotte 2008 — 2012
Bachelor's degree, Criminal Justice
AXA Advisors, LLC March 2015 - Present
AXA US April 2013 - March 2015
AXA Equitable January 2013 - April 2013
Colonial Properties Trust October 2011 - July 2012
Skills
Outlook, Public Speaking, Leadership Development, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Nonprofits, PowerPoint, Case Managment, Business Process..., Community Outreach, Strategic Partnerships, Research, Sales, Time Management, Leadership, Strategic Planning, Training, Team Building, New Business Development, Microsoft Word, Spanish, Public Relations, Volunteer Management, Recruiting
Education
UNC Charlotte 2008 — 2012
Bachelor's degree, Spanish
UNC Charlotte 2008 — 2012
Bachelor's degree, Criminal Justice
Melita Beauford Melita Beauford's AXA Equitable Experience May 2012 - Present
Job 401k Retirement Plan Account Manager
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
AXA Advisors July 2011 - December 2011
AXA Equitable 2007 - 2011
National Institutes of Health August 2006 - August 2007
Administrative Assistant March 2004 - August 2006
Wegmans Food Markets 1999 - 2003
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Statistics, Microsoft Office, Investments, Time Management, Data Analysis, Insurance, Customer Service, Analysis, Budgets, Leadership, Strategic Planning, Community Outreach, Research
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
Corcoran 1995 — 2003
AXA Equitable May 2012 - Present
AXA Advisors July 2011 - December 2011
AXA Equitable 2007 - 2011
National Institutes of Health August 2006 - August 2007
Administrative Assistant March 2004 - August 2006
Wegmans Food Markets 1999 - 2003
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Statistics, Microsoft Office, Investments, Time Management, Data Analysis, Insurance, Customer Service, Analysis, Budgets, Leadership, Strategic Planning, Community Outreach, Research
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
Corcoran 1995 — 2003
Wayne Goodrich Wayne Goodrich's AXA Equitable Experience April 1991 - December 1992
Job Education Sales Consultant at EPS E.P.I.C.
Industry Education Management
Experience
School Specialty, Inc. March 2015 - Present
Edmentum December 2013 - February 2015
Herff Jones August 2007 - December 2013
Herff Jones March 2003 - August 2007
Metro Equipment and Chemical January 1993 - February 2003
AXA Equitable April 1991 - December 1992
Skills
Solution Selling, Educational Technology, Sales Management, Selling Skills, New Business Development, Sales Presentations, Negotiation, Mentoring, Direct Sales, SaaS, Sales, Selling, Common Core State..., Training, Team Building, Sales Process, CRM, Management, Leadership, Sales Operations, Account Management, Strategy, Key Account Management, Team Leadership, Customer Satisfaction, Business Planning, Cross-functional Team..., Marketing, Lead Generation, Cold Calling, Marketing Strategy, Coaching, Forecasting, Strategic Partnerships, Contract Negotiation, Budgets, Trade Shows, B2B, Business Strategy, Cloud Computing, Competitive Analysis, Customer Service, Recruiting, Social Networking, Program Management, Strategic Planning, Vendor Management
Education
University of North Carolina at Greensboro 1987 — 1989
BA, Mathematics
North Carolina State University 1978 — 1981
Computer Science
School Specialty, Inc. March 2015 - Present
Edmentum December 2013 - February 2015
Herff Jones August 2007 - December 2013
Herff Jones March 2003 - August 2007
Metro Equipment and Chemical January 1993 - February 2003
AXA Equitable April 1991 - December 1992
Skills
Solution Selling, Educational Technology, Sales Management, Selling Skills, New Business Development, Sales Presentations, Negotiation, Mentoring, Direct Sales, SaaS, Sales, Selling, Common Core State..., Training, Team Building, Sales Process, CRM, Management, Leadership, Sales Operations, Account Management, Strategy, Key Account Management, Team Leadership, Customer Satisfaction, Business Planning, Cross-functional Team..., Marketing, Lead Generation, Cold Calling, Marketing Strategy, Coaching, Forecasting, Strategic Partnerships, Contract Negotiation, Budgets, Trade Shows, B2B, Business Strategy, Cloud Computing, Competitive Analysis, Customer Service, Recruiting, Social Networking, Program Management, Strategic Planning, Vendor Management
Education
University of North Carolina at Greensboro 1987 — 1989
BA, Mathematics
North Carolina State University 1978 — 1981
Computer Science
Bryn A. Williams Bryn A. Williams's AXA Equitable Experience April 2013 - February 2015
Job Family Room Specialist
Industry Pharmaceuticals
Experience
AXA US March 2015 - Present
Apple January 2015 - Present
AXA Equitable April 2013 - February 2015
City of Asheville June 2012 - June 2013
Mission Hospitals May 2010 - August 2010
Skills
Public Health, Event Planning, Employee Training, Grant Writing, Fundraising, Social Media, Programming, Public Speaking, Social Media Marketing, Marketing, Team Leadership, Leadership, Program Development, Web Development, Web Design, Presentations, Training, Program Management, Grants, Leadership Development, Microsoft Excel, PowerPoint, Social Networking, Newsletters, Outlook
Education
University of North Carolina at Charlotte 2014 — 2015
Chemistry, Chemistry
University of North Carolina at Charlotte 2008 — 2012
BSPH, Public Health, 3.2
AXA US March 2015 - Present
Apple January 2015 - Present
AXA Equitable April 2013 - February 2015
City of Asheville June 2012 - June 2013
Mission Hospitals May 2010 - August 2010
Skills
Public Health, Event Planning, Employee Training, Grant Writing, Fundraising, Social Media, Programming, Public Speaking, Social Media Marketing, Marketing, Team Leadership, Leadership, Program Development, Web Development, Web Design, Presentations, Training, Program Management, Grants, Leadership Development, Microsoft Excel, PowerPoint, Social Networking, Newsletters, Outlook
Education
University of North Carolina at Charlotte 2014 — 2015
Chemistry, Chemistry
University of North Carolina at Charlotte 2008 — 2012
BSPH, Public Health, 3.2
Todd Solash Todd Solash's AXA Equitable Experience August 2010 - Present
Job Managing Director/Head of Individual Annuity at AXA Equitable
Industry Management Consulting
Experience
AXA Equitable August 2010 - Present
Oliver Wyman December 2005 - July 2010
Jefferson National Life Insurance 2000 - 2005
Jefferson National 2000 - 2005
Skills
Risk Management, Financial Modeling, Strategy, Management, Financial Services, Insurance, Investments, Management Consulting, Business Strategy, Mergers & Acquisitions, Financial Analysis, Finance
Education
University of Pennsylvania 1993 — 1997
Finance, Chemical Engineering
AXA Equitable August 2010 - Present
Oliver Wyman December 2005 - July 2010
Jefferson National Life Insurance 2000 - 2005
Jefferson National 2000 - 2005
Skills
Risk Management, Financial Modeling, Strategy, Management, Financial Services, Insurance, Investments, Management Consulting, Business Strategy, Mergers & Acquisitions, Financial Analysis, Finance
Education
University of Pennsylvania 1993 — 1997
Finance, Chemical Engineering
Ella Schwartz's AXA Equitable Experience 2000 - May 2005
Job Director of Operations at Cambridge Advisors
Industry Financial Services
Experience
Cambridge Advisors December 2005 - December 2014
AXA-Equitable 2000 - May 2005
Cambridge Advisors 1983 - January 1996
Skills
Retirement Planning, Long-term Care, Finance, Financial Services, CRM, Project Planning, Fundraising, Customer Service, Financial Advisory
Education
University of North Carolina at Wilmington 1977 — 1981
BS, Psychology
Cambridge Advisors December 2005 - December 2014
AXA-Equitable 2000 - May 2005
Cambridge Advisors 1983 - January 1996
Skills
Retirement Planning, Long-term Care, Finance, Financial Services, CRM, Project Planning, Fundraising, Customer Service, Financial Advisory
Education
University of North Carolina at Wilmington 1977 — 1981
BS, Psychology
Bradley M. Underwood, CFP® Bradley M. Underwood, CFP®'s AXA Equitable Experience February 2013 - February 2015
Job Partner
Industry Financial Services
Experience
Winged Foot Partners March 2015 - Present
AXA Equitable February 2013 - February 2015
MetLife May 2008 - November 2012
MetLife March 2005 - April 2008
Paragon Life A MetLife Company October 2003 - March 2005
American Express Financial Advisors 2002 - 2003
Skills
Life Insurance, Variable Annuities, Mutual Funds, Series 7, Long Term Care Insurance, Life & Health Insurance..., Whole Life, Estate Planning, Financial Planners, Risk Management, Alternative Investments, Certified Financial..., Financial Modeling, Asset Protection, Series 66, Trust Management, Tax, Asset Managment, Series 24
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Winged Foot Partners March 2015 - Present
AXA Equitable February 2013 - February 2015
MetLife May 2008 - November 2012
MetLife March 2005 - April 2008
Paragon Life A MetLife Company October 2003 - March 2005
American Express Financial Advisors 2002 - 2003
Skills
Life Insurance, Variable Annuities, Mutual Funds, Series 7, Long Term Care Insurance, Life & Health Insurance..., Whole Life, Estate Planning, Financial Planners, Risk Management, Alternative Investments, Certified Financial..., Financial Modeling, Asset Protection, Series 66, Trust Management, Tax, Asset Managment, Series 24
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ashley Roman Ashley Roman's AXA Equitable Experience January 2012 - December 2012
Job AML Officer
Industry Financial Services
Experience
Citi May 2015 - Present
LPL Financial July 2013 - May 2015
AXA Equitable January 2012 - December 2012
AXA Equitable May 2008 - January 2012
AXA Equitable January 2007 - May 2008
Bank of America January 2006 - January 2007
Skills
Spreadsheets, Outlook, Lotus Notes, Access, LOMA 280, LOMA 290, Banking, Customer Service, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Microsoft Office, Life Insurance, Customer Experience, New Business Development, Risk Management, Financial Services, Process Improvement, Project Management, Sales, Underwriting
Education
University of Phoenix 2009 — 2011
Associates, Accounting
Citi May 2015 - Present
LPL Financial July 2013 - May 2015
AXA Equitable January 2012 - December 2012
AXA Equitable May 2008 - January 2012
AXA Equitable January 2007 - May 2008
Bank of America January 2006 - January 2007
Skills
Spreadsheets, Outlook, Lotus Notes, Access, LOMA 280, LOMA 290, Banking, Customer Service, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Microsoft Office, Life Insurance, Customer Experience, New Business Development, Risk Management, Financial Services, Process Improvement, Project Management, Sales, Underwriting
Education
University of Phoenix 2009 — 2011
Associates, Accounting
Deborah (Deb) Miller Deborah (Deb) Miller's AXA Equitable Experience December 1979 - April 2000
Job Retired, traveling, and writing a blog
Industry Information Technology and Services
Experience
Retired, traveling, and writing a blog January 2015 - Present
Nationwide Insurance September 2002 - Present
MetLife September 2000 - September 2002
AXA Equitable December 1979 - April 2000
Skills
Quality Assurance, Technical Training, Communities Of Practice, SDLC, Waterfall, Requirements Analysis, Visio, Process Improvement, Quality Center, User Acceptance Testing, Insurance, Testing, Software Quality..., Software Project..., HP Quality Center
Education
University of Northern Iowa 1970 — 1974
BA, Geology
Jefferson High School 1968 — 1970
Retired, traveling, and writing a blog January 2015 - Present
Nationwide Insurance September 2002 - Present
MetLife September 2000 - September 2002
AXA Equitable December 1979 - April 2000
Skills
Quality Assurance, Technical Training, Communities Of Practice, SDLC, Waterfall, Requirements Analysis, Visio, Process Improvement, Quality Center, User Acceptance Testing, Insurance, Testing, Software Quality..., Software Project..., HP Quality Center
Education
University of Northern Iowa 1970 — 1974
BA, Geology
Jefferson High School 1968 — 1970
Ashley Lawton, PHR's AXA Equitable Experience October 2006 - April 2007
Job Vice President Employee Relations Consultant at Bank of America
Industry Human Resources
Experience
Bank of America September 2011 - Present
AAA Carolinas June 2009 - September 2011
Domino's Pizza September 2007 - March 2009
AXA Equitable October 2006 - April 2007
Skills
Onboarding, Employee Relations, Talent Acquisition, Talent Management, Employee Engagement, Recruiting, New Hire Orientations, Applicant Tracking..., Technical Recruiting, Human Resources, FMLA, HR Policies, Personnel Management
Education
University of North Carolina at Charlotte 2001 — 2004
BA, Psychology
Bank of America September 2011 - Present
AAA Carolinas June 2009 - September 2011
Domino's Pizza September 2007 - March 2009
AXA Equitable October 2006 - April 2007
Skills
Onboarding, Employee Relations, Talent Acquisition, Talent Management, Employee Engagement, Recruiting, New Hire Orientations, Applicant Tracking..., Technical Recruiting, Human Resources, FMLA, HR Policies, Personnel Management
Education
University of North Carolina at Charlotte 2001 — 2004
BA, Psychology
Matt Scarlata, CRPC Matt Scarlata, CRPC's AXA Equitable Experience July 2006 - September 2010
Job Manager Sales & Distribution at Resource Securities(Alternative Investments)
Industry Financial Services
Experience
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Matthew R. Compton, CRPC Matthew R. Compton, CRPC's AXA Equitable Experience 2004 - 2005
Job Director of Sales Principal Financial Group, Princor Registered Representative, Adviser Representative
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group July 2011 - June 2014
Principal Financial Group March 2008 - June 2011
Seligman Advisors 2005 - 2008
AXA Equitable 2004 - 2005
Skills
401(k), 403(b), SEP &..., Deferred Compensation..., Defined Benefit Plans, Executive Benefits..., Pension Plans
Education
University of Scranton 2000 — 2004
Marketing
Principal Financial Group June 2014 - Present
Principal Financial Group July 2011 - June 2014
Principal Financial Group March 2008 - June 2011
Seligman Advisors 2005 - 2008
AXA Equitable 2004 - 2005
Skills
401(k), 403(b), SEP &..., Deferred Compensation..., Defined Benefit Plans, Executive Benefits..., Pension Plans
Education
University of Scranton 2000 — 2004
Marketing
Joseph Rex Joseph Rex's AXA Equitable Experience December 2006 - February 2007
Job Network Engineer at Octapharma Plasma, Inc.
Industry Information Technology and Services
Experience
Octapharma Plasma, Inc. May 2015 - Present
Peak 10 February 2007 - May 2015
AXA Equitable December 2006 - February 2007
AAAA Benefits June 2004 - August 2006
Bank of America August 1999 - July 2003
Skills
CCNA, CompTIA Network+..., Network Engineering, Cisco Technologies, Data Center, BGP, OSPF, MPLS, VRF, HSRP, STP, Trunking, Etherchannel, VLAN, Fortinet, Netscreen, Netflow, Iperf, Nmap, Wireshark, Solarwinds, Proteus, A+ Certified, VMware Infrastructure, VMware ESX, SNMP, Cisco Routers, Firewalls, Servers, Troubleshooting, Disaster Recovery, Networking, VMware, Network Administration, Routers, System Administration, Windows Server, Virtualization
Education
University of Phoenix
BSIT, Information Technology
Octapharma Plasma, Inc. May 2015 - Present
Peak 10 February 2007 - May 2015
AXA Equitable December 2006 - February 2007
AAAA Benefits June 2004 - August 2006
Bank of America August 1999 - July 2003
Skills
CCNA, CompTIA Network+..., Network Engineering, Cisco Technologies, Data Center, BGP, OSPF, MPLS, VRF, HSRP, STP, Trunking, Etherchannel, VLAN, Fortinet, Netscreen, Netflow, Iperf, Nmap, Wireshark, Solarwinds, Proteus, A+ Certified, VMware Infrastructure, VMware ESX, SNMP, Cisco Routers, Firewalls, Servers, Troubleshooting, Disaster Recovery, Networking, VMware, Network Administration, Routers, System Administration, Windows Server, Virtualization
Education
University of Phoenix
BSIT, Information Technology
Tim Simon Tim Simon's AXA Equitable Experience May 2008 - November 2009
Job eGRC Platform Manager at Sony Corporation of America
Industry Computer Software
Experience
Sony Corporation of America April 2013 - Present
Sony Corporation of America 2013 - 2014
RSA The Security Division of EMC April 2012 - April 2013
RSA The Security Division of EMC November 2009 - April 2013
AXA Equitable May 2008 - November 2009
Skills
Information Security, PCI DSS
Education
University of Missouri-Columbia 2004 — 2008
Bachelor of Science Business Administration, Finance, Economics, Real Estate
Sony Corporation of America April 2013 - Present
Sony Corporation of America 2013 - 2014
RSA The Security Division of EMC April 2012 - April 2013
RSA The Security Division of EMC November 2009 - April 2013
AXA Equitable May 2008 - November 2009
Skills
Information Security, PCI DSS
Education
University of Missouri-Columbia 2004 — 2008
Bachelor of Science Business Administration, Finance, Economics, Real Estate
Kim Manasia's AXA Equitable Experience January 2012 - January 2014
Job State Consultant, Specialty Products at Aetna
Industry Financial Services
Experience
Aetna June 2015 - Present
AXA Equitable January 2012 - January 2014
AXA Equitable March 2008 - January 2012
AXA Equitable April 2002 - March 2008
AXA Equitable 2002 - 2005
Skills
Strong knowlege of life..., Excellent verbal and..., Ability to lead and..., Performance management, Coaching, Quality management, Foster Teamwork, Organization and time..., Highly detail oriented, Negotiation and..., Relationship building, Decision making and..., Performance Management, Quality Management, Teamwork, Leadership, Life Insurance, Management, Process Improvement, Analysis, Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Aetna June 2015 - Present
AXA Equitable January 2012 - January 2014
AXA Equitable March 2008 - January 2012
AXA Equitable April 2002 - March 2008
AXA Equitable 2002 - 2005
Skills
Strong knowlege of life..., Excellent verbal and..., Ability to lead and..., Performance management, Coaching, Quality management, Foster Teamwork, Organization and time..., Highly detail oriented, Negotiation and..., Relationship building, Decision making and..., Performance Management, Quality Management, Teamwork, Leadership, Life Insurance, Management, Process Improvement, Analysis, Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Susan Stephens Susan Stephens's AXA Equitable Experience 1992 - 1994
Job Select Account Manager at Cisco Systems
Industry Computer Hardware
Experience
Cisco Systems March 2013 - Present
Intermec Technologies February 2009 - March 2013
Intermec Technologies December 2006 - February 2009
NCR December 1995 - December 2006
NCR 1995 - 2006
AXA Equitable 1992 - 1994
Skills
Solution Selling, Channel, Channel Partners, Resellers, Selling, Direct Sales, Professional Services, Account Management, Partner Management, SaaS, Product Management, Sales, Mobile Devices, Wireless, Salesforce.com, Enterprise Software, Go-to-market Strategy, Sales Process, Managed Services, Business Alliances, Cloud Computing, Leadership
Education
University of Missouri-Columbia 1988 — 1992
Finance/Banking and Real Estate
Cisco Systems March 2013 - Present
Intermec Technologies February 2009 - March 2013
Intermec Technologies December 2006 - February 2009
NCR December 1995 - December 2006
NCR 1995 - 2006
AXA Equitable 1992 - 1994
Skills
Solution Selling, Channel, Channel Partners, Resellers, Selling, Direct Sales, Professional Services, Account Management, Partner Management, SaaS, Product Management, Sales, Mobile Devices, Wireless, Salesforce.com, Enterprise Software, Go-to-market Strategy, Sales Process, Managed Services, Business Alliances, Cloud Computing, Leadership
Education
University of Missouri-Columbia 1988 — 1992
Finance/Banking and Real Estate
Shirley Andoh Shirley Andoh's AXA Equitable Experience September 2010 - July 2013
Job Director & Project Manager Employee Benefits Group at AXA US
Industry Financial Services
Experience
AXA US September 2014 - Present
AXA US July 2013 - September 2014
AXA Equitable September 2010 - July 2013
AXA Equitable February 2007 - September 2010
AXA Equitable January 2004 - February 2007
AXA Equitable June 2001 - January 2004
AXA Equitable August 1998 - June 2001
Skills
Mutual Funds, Investments, Financial Services, Strategy, Product Management, Financial Modeling, Project Management, Risk Management
Education
Wharton School, University of Pennsylvania 1994 — 1998
BS Economics, Accounting
AXA US September 2014 - Present
AXA US July 2013 - September 2014
AXA Equitable September 2010 - July 2013
AXA Equitable February 2007 - September 2010
AXA Equitable January 2004 - February 2007
AXA Equitable June 2001 - January 2004
AXA Equitable August 1998 - June 2001
Skills
Mutual Funds, Investments, Financial Services, Strategy, Product Management, Financial Modeling, Project Management, Risk Management
Education
Wharton School, University of Pennsylvania 1994 — 1998
BS Economics, Accounting
Michelle Kelley Michelle Kelley's AXA Equitable Experience 2001 - January 2013
Job Vice President, HR Communications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
AXA Equitable 2001 - January 2013
AXA Equitable 1999 - 2001
Charlotte Mecklenburg Schools 1995 - 1999
Skills
Internal Communications, Newsletters, Strategic Communications, Corporate Communications, Employee Engagement, Communication Training, Internal & External..., Media Relations, Crisis Communications, Communications Planning, Event Planning, Marketing Communications, Cross-functional Team..., Management, Training, Writing, Public Relations, Leadership, Speech Writing, Strategy, Copywriting, Editing, Event Management, Human Resources, Leadership Development, Press Releases, Research, Social Media, Time Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts (B.A.), Education and Communications
Wells Fargo January 2013 - Present
AXA Equitable 2001 - January 2013
AXA Equitable 1999 - 2001
Charlotte Mecklenburg Schools 1995 - 1999
Skills
Internal Communications, Newsletters, Strategic Communications, Corporate Communications, Employee Engagement, Communication Training, Internal & External..., Media Relations, Crisis Communications, Communications Planning, Event Planning, Marketing Communications, Cross-functional Team..., Management, Training, Writing, Public Relations, Leadership, Speech Writing, Strategy, Copywriting, Editing, Event Management, Human Resources, Leadership Development, Press Releases, Research, Social Media, Time Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts (B.A.), Education and Communications
Bryce Pease's AXA Equitable Experience 1977 - 2000
Job President at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Stephen Sietsema's AXA Equitable Experience April 2006 - July 2008
Job Talent Acquisition at Amazon
Industry Human Resources
Experience
Amazon June 2014 - Present
Heineken USA May 2012 - June 2014
Lifebooker LLC June 2011 - April 2012
Moody's Corporation September 2008 - May 2011
AXA Equitable April 2006 - July 2008
Johnson & Johnson Family of Companies July 2004 - March 2006
Smith Hanley Associates June 2001 - June 2004
Skills
Recruiting, Sourcing, Applicant Tracking..., New Hire Orientations, Strategic Sourcing, Talent Acquisition
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Industrial Relations
Amazon June 2014 - Present
Heineken USA May 2012 - June 2014
Lifebooker LLC June 2011 - April 2012
Moody's Corporation September 2008 - May 2011
AXA Equitable April 2006 - July 2008
Johnson & Johnson Family of Companies July 2004 - March 2006
Smith Hanley Associates June 2001 - June 2004
Skills
Recruiting, Sourcing, Applicant Tracking..., New Hire Orientations, Strategic Sourcing, Talent Acquisition
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Industrial Relations
Amy Alvarez's AXA Equitable Experience January 2008 - August 2008
Job Project Manager
Industry Management Consulting
Experience
Xylem Inc. 2013 - Present
PG Public Services December 2010 - May 2013
Bright House Networks September 2008 - December 2010
Independent Consultant September 2006 - September 2008
AXA Equitable January 2008 - August 2008
PricewaterhouseCoopers 2003 - 2006
Cogentric 2002 - 2003
NEDDAM 2001 - 2002
C-Bridge/eXcelon 2000 - 2001
Open Enterprise Corporation 2000 - 2000
Skills
Business Process..., IT Strategy, Enterprise Architecture, Business Analysis, Process Improvement, Requirements Analysis, Management Consulting, Change Management, Software Project..., SDLC, Business Intelligence, Business Process..., Quality Assurance, Project Management, Management
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
LHS
Xylem Inc. 2013 - Present
PG Public Services December 2010 - May 2013
Bright House Networks September 2008 - December 2010
Independent Consultant September 2006 - September 2008
AXA Equitable January 2008 - August 2008
PricewaterhouseCoopers 2003 - 2006
Cogentric 2002 - 2003
NEDDAM 2001 - 2002
C-Bridge/eXcelon 2000 - 2001
Open Enterprise Corporation 2000 - 2000
Skills
Business Process..., IT Strategy, Enterprise Architecture, Business Analysis, Process Improvement, Requirements Analysis, Management Consulting, Change Management, Software Project..., SDLC, Business Intelligence, Business Process..., Quality Assurance, Project Management, Management
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
LHS
Carlos Noriega, CFP® Carlos Noriega, CFP®'s AXA Equitable Experience 2005 - 2008
Job Director of Internal Sales Support at Foresters Financial Services
Industry Financial Services
Experience
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
Leslie Sturgeon Leslie Sturgeon's AXA Equitable Experience June 2010 - September 2010
Job Risk Management Specialist at CFO4Life specializing in Investment Management | Client Engagement
Industry Financial Services
Experience
CFO4Life August 2013 - Present
Barnsco Inc. September 2012 - August 2013
Denton Country Club April 2009 - August 2012
AXA Equitable June 2010 - September 2010
Skills
Social Media Marketing, Social Networking, Photoshop, Leadership, Blogging, Strategic Planning, Microsoft Office, SEO, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Dreamweaver, Organization, Communication, Critical Thinking, Adaptability, Teamwork, Customer Experience..., Investment Advisory, Estate Planning, Succession Planning
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
CFO4Life August 2013 - Present
Barnsco Inc. September 2012 - August 2013
Denton Country Club April 2009 - August 2012
AXA Equitable June 2010 - September 2010
Skills
Social Media Marketing, Social Networking, Photoshop, Leadership, Blogging, Strategic Planning, Microsoft Office, SEO, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Dreamweaver, Organization, Communication, Critical Thinking, Adaptability, Teamwork, Customer Experience..., Investment Advisory, Estate Planning, Succession Planning
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Caroline Klohs Caroline Klohs's AXA Equitable Experience December 2007 - August 2012
Job Founder and President at Cheer PR
Industry Public Relations and Communications
Experience
cheer PR February 2014 - Present
Pure Yoga May 2010 - Present
The Madison Square Garden Company August 2012 - August 2014
AXA Equitable December 2007 - August 2012
Skills
Public Relations, Strategic Communications, Public Speaking, Business Management, Event Planning, Relationship Development, Media & Entertainment, Sales Presentations, Yoga, Social Media Marketing, Facebook, Social Networking, Strategic Partnerships, Advertising, Training, Management, Marketing, Social Media
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts, Strategic Communications and Political Science
Yoga Alliance, Pure Yoga 2011 — 2013
200 Hour Certification, 100 Hour Hot Power Yoga Mentorship, 50 Hour Bootcamp, Yoga
The Brooks Group 2009 — 2009
IMPACT Sales Methodology, Sales
Wayzata Senior High School 1999 — 2003
cheer PR February 2014 - Present
Pure Yoga May 2010 - Present
The Madison Square Garden Company August 2012 - August 2014
AXA Equitable December 2007 - August 2012
Skills
Public Relations, Strategic Communications, Public Speaking, Business Management, Event Planning, Relationship Development, Media & Entertainment, Sales Presentations, Yoga, Social Media Marketing, Facebook, Social Networking, Strategic Partnerships, Advertising, Training, Management, Marketing, Social Media
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts, Strategic Communications and Political Science
Yoga Alliance, Pure Yoga 2011 — 2013
200 Hour Certification, 100 Hour Hot Power Yoga Mentorship, 50 Hour Bootcamp, Yoga
The Brooks Group 2009 — 2009
IMPACT Sales Methodology, Sales
Wayzata Senior High School 1999 — 2003
Austin Roop's AXA Equitable Experience January 2013 - June 2013
Job Summer Associate at Womble Carlyle Sandridge & Rice, LLP
Industry Law Practice
Experience
Womble Carlyle Sandridge & Rice, LLP May 2015 - Present
UVA Law May 2014 - August 2014
AXA Equitable January 2013 - June 2013
Education
University of Virginia School of Law 2013 — 2016
J.D. Candidate
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Political Science
Womble Carlyle Sandridge & Rice, LLP May 2015 - Present
UVA Law May 2014 - August 2014
AXA Equitable January 2013 - June 2013
Education
University of Virginia School of Law 2013 — 2016
J.D. Candidate
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Political Science
Keith J. Donnellan Keith J. Donnellan's AXA Equitable Experience July 2013 - Present
Job Lead Manager Investment Marketing at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
Christian L. Timm Christian L. Timm's AXA Equitable Experience May 2010 - October 2011
Job Compliance Coordinator at Guardian Life
Industry Financial Services
Experience
Guardian Life July 2013 - Present
Velocity Virtual Assistants August 2009 - Present
Love FellowshipTabernacle 1999 - Present
Hermès 2014 - 2015
Hermès 2014 - 2015
The Guardian Life Insurance Company of America September 2012 - July 2013
New York University November 2011 - September 2012
AXA Equitable May 2010 - October 2011
BlackRock November 2009 - March 2010
Spencer Stuart January 2006 - February 2009
Skills
Excel, PowerPoint, Word, Organizational..., Typing, Personal Shopping, Project Planning, Event Planning, Event Management, Company Secretarial, Administrative Support, Fast Learner, Scheduling, Travel Management, Multitasker, Photoshop, fast long hand, PeopleSoft, Lotus Notes, GERS, Financial Tracking..., Administrative..., Microsoft Word, Microsoft Excel, Human Resources, Process Scheduler, Training, Budgets, QuickBooks, Data Entry, Access, Management, Company Secretarial Work, Analysis, Fundraising, Project Management, Team Building, Administration, Office Management, Administrative...
Education
University of Phoenix 2008 — 2009
Stevenson High School 1982 — 1985
High School Diploma, Business Administration, Management and Operations
Guardian Life July 2013 - Present
Velocity Virtual Assistants August 2009 - Present
Love FellowshipTabernacle 1999 - Present
Hermès 2014 - 2015
Hermès 2014 - 2015
The Guardian Life Insurance Company of America September 2012 - July 2013
New York University November 2011 - September 2012
AXA Equitable May 2010 - October 2011
BlackRock November 2009 - March 2010
Spencer Stuart January 2006 - February 2009
Skills
Excel, PowerPoint, Word, Organizational..., Typing, Personal Shopping, Project Planning, Event Planning, Event Management, Company Secretarial, Administrative Support, Fast Learner, Scheduling, Travel Management, Multitasker, Photoshop, fast long hand, PeopleSoft, Lotus Notes, GERS, Financial Tracking..., Administrative..., Microsoft Word, Microsoft Excel, Human Resources, Process Scheduler, Training, Budgets, QuickBooks, Data Entry, Access, Management, Company Secretarial Work, Analysis, Fundraising, Project Management, Team Building, Administration, Office Management, Administrative...
Education
University of Phoenix 2008 — 2009
Stevenson High School 1982 — 1985
High School Diploma, Business Administration, Management and Operations
Drew Aldrich Drew Aldrich's AXA Equitable Experience July 2012 - Present
Job Senior Associate at AXA Strategic Ventures
Industry Financial Services
Experience
AXA Strategic Ventures February 2015 - Present
AXA Equitable July 2012 - Present
Trans-Lux/Fair-Play, Inc. June 2010 - June 2012
Visium August 2010 - January 2011
CalendarFly.com August 2008 - October 2010
Standard & Poor's January 2007 - August 2008
FOREX CAPITAL MARKETS (FXCM) June 2003 - December 2006
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Mergers, Start-ups, Emerging Markets, Investment Banking, Hedge Funds, Investments, Business Strategy, Equities, Due Diligence, Entrepreneurship, Alternative Investments, Mergers & Acquisitions, Business Planning, Strategic Planning, Financial Analysis, Strategy, Competitive Analysis, Restructuring, Management, Financial Markets, Corporate Development, International Business, Corporate Finance
Education
University of Rochester 2002 — 2006
Bachelor of Arts, Economics
Pelham Memorial High School 1998 — 2002
AXA Strategic Ventures February 2015 - Present
AXA Equitable July 2012 - Present
Trans-Lux/Fair-Play, Inc. June 2010 - June 2012
Visium August 2010 - January 2011
CalendarFly.com August 2008 - October 2010
Standard & Poor's January 2007 - August 2008
FOREX CAPITAL MARKETS (FXCM) June 2003 - December 2006
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Mergers, Start-ups, Emerging Markets, Investment Banking, Hedge Funds, Investments, Business Strategy, Equities, Due Diligence, Entrepreneurship, Alternative Investments, Mergers & Acquisitions, Business Planning, Strategic Planning, Financial Analysis, Strategy, Competitive Analysis, Restructuring, Management, Financial Markets, Corporate Development, International Business, Corporate Finance
Education
University of Rochester 2002 — 2006
Bachelor of Arts, Economics
Pelham Memorial High School 1998 — 2002
Scott Carlton Scott Carlton's AXA Equitable Experience December 2007 - June 2008
Job Financial Planner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
David Wunder's AXA Equitable Experience November 2009 - Present
Job Principal at Wunderkind Consulting
Industry Insurance
Experience
Wunderkind Consulting April 2015 - Present
AXA-Equitable November 2009 - Present
HSBC Securities September 2006 - April 2009
Duane Morris LLP February 2004 - September 2006
KPMG LLP 1998 - 2003
Skills
Tax, Financial Markets, Corporate Tax, Income Tax, Tax Law, Tax Advisory, International Tax..., Transfer Pricing, Tax Audits, International Tax, Financial Services, Due Diligence, Tax Accounting, Tax Research
Education
University of Michigan Law School 1985 — 1987
Juris Doctor, Law
Wunderkind Consulting April 2015 - Present
AXA-Equitable November 2009 - Present
HSBC Securities September 2006 - April 2009
Duane Morris LLP February 2004 - September 2006
KPMG LLP 1998 - 2003
Skills
Tax, Financial Markets, Corporate Tax, Income Tax, Tax Law, Tax Advisory, International Tax..., Transfer Pricing, Tax Audits, International Tax, Financial Services, Due Diligence, Tax Accounting, Tax Research
Education
University of Michigan Law School 1985 — 1987
Juris Doctor, Law
David Casciari David Casciari's AXA Equitable Experience November 2013 - Present
Job Accounts Payable Analyst at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2013 - Present
AXA Equitable November 2012 - November 2013
Education
University of Rhode Island 2007 — 2012
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
AXA Equitable November 2013 - Present
AXA Equitable November 2012 - November 2013
Education
University of Rhode Island 2007 — 2012
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Crystal B. Duplessis Crystal B. Duplessis's AXA Equitable Experience March 1995 - January 1999
Job Benefits Specialist Customer Services Representative at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Marie Washington, FLMI, FALU, ACS Marie Washington, FLMI, FALU, ACS's AXA Equitable Experience September 2009 - Present
Job Master Underwriter at AXA Equitable
Industry Insurance
Experience
AXA Equitable September 2009 - Present
American General Life Companies January 2005 - June 2009
AXA Equitable 2002 - 2005
AXA Equitable 1998 - 2002
Skills
Life Insurance, Term Life Insurance, Financial Risk, Management, Underwriting, Disability Insurance, Health Insurance, Insurance, Risk Management, Financial Services
Education
University of Missouri-Columbia
Masters, Health Administration
University of Missouri-Kansas City
Bachelor's, Biology
AXA Equitable September 2009 - Present
American General Life Companies January 2005 - June 2009
AXA Equitable 2002 - 2005
AXA Equitable 1998 - 2002
Skills
Life Insurance, Term Life Insurance, Financial Risk, Management, Underwriting, Disability Insurance, Health Insurance, Insurance, Risk Management, Financial Services
Education
University of Missouri-Columbia
Masters, Health Administration
University of Missouri-Kansas City
Bachelor's, Biology
Greyson Gregory Greyson Gregory's AXA Equitable Experience June 2011 - August 2011
Job Software Engineer at Groupon
Industry Computer Software
Experience
Groupon July 2012 - Present
AXA Equitable June 2011 - August 2011
Milo.com June 2010 - August 2010
UCAN Company June 2009 - August 2009
University of Pennsylvania August 2008 - May 2009
Skills
Java, Python, Unix, Bash, C, Git, SQL, XML, DataStage, Databases, JDBC, DOM, Software Development, Software Engineering, Programming, Entrepreneurship, Start-ups, Project Management, ETL, Community Service
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Computer Science, Engineering Entrepreneurship
Groupon July 2012 - Present
AXA Equitable June 2011 - August 2011
Milo.com June 2010 - August 2010
UCAN Company June 2009 - August 2009
University of Pennsylvania August 2008 - May 2009
Skills
Java, Python, Unix, Bash, C, Git, SQL, XML, DataStage, Databases, JDBC, DOM, Software Development, Software Engineering, Programming, Entrepreneurship, Start-ups, Project Management, ETL, Community Service
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Computer Science, Engineering Entrepreneurship
Lan Quan's AXA Equitable Experience 1989 - 1991
Job Executive Sales Representative
Industry Pharmaceuticals
Experience
Janssen Pharmaceuticals June 2015 - Present
Lundbeck November 2013 - June 2015
Sunovion Pharmaceuticals Inc. 2013 - 2013
Sunovion Pharmaceuticals Inc. 2011 - 2013
Eli Lilly and Company 1996 - 2011
GlaxoSmithKline 1995 - 1996
Upshur-Smith Laboratories 1992 - 1995
Arthur Murray Dance Studio Minneapolis 1990 - 1992
AXA Equitable 1989 - 1991
Skills
Trade Shows, Sales Effectiveness, Rheumatology, Pharmaceutical Sales, Endocrinology, Pulmonology, Urology, Cardiology, Gastroenterology, Neurology, Allergy, Pharmaceutical Industry, Hospital Sales, Product Launch, ENT, Dermatology, Asthma, Infectious Diseases, Central Nervous System, Selling, Diabetes, Managed Care, Sales Operations, Psychiatry, Osteoporosis, Sales Force Development, OB/GYN, Nephrology, Selling Skills, Market Access
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business Administration / Marketing
Nankai University, Tianjin, China
Janssen Pharmaceuticals June 2015 - Present
Lundbeck November 2013 - June 2015
Sunovion Pharmaceuticals Inc. 2013 - 2013
Sunovion Pharmaceuticals Inc. 2011 - 2013
Eli Lilly and Company 1996 - 2011
GlaxoSmithKline 1995 - 1996
Upshur-Smith Laboratories 1992 - 1995
Arthur Murray Dance Studio Minneapolis 1990 - 1992
AXA Equitable 1989 - 1991
Skills
Trade Shows, Sales Effectiveness, Rheumatology, Pharmaceutical Sales, Endocrinology, Pulmonology, Urology, Cardiology, Gastroenterology, Neurology, Allergy, Pharmaceutical Industry, Hospital Sales, Product Launch, ENT, Dermatology, Asthma, Infectious Diseases, Central Nervous System, Selling, Diabetes, Managed Care, Sales Operations, Psychiatry, Osteoporosis, Sales Force Development, OB/GYN, Nephrology, Selling Skills, Market Access
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business Administration / Marketing
Nankai University, Tianjin, China
Sheena Alston Sheena Alston's AXA Equitable Experience August 2013 - October 2013
Job EDI Order Entry Clerk at Tharanco
Industry Retail
Experience
Tharanco February 2015 - Present
AXA Equitable August 2013 - October 2013
UPS April 2010 - August 2013
The Star-Ledger February 2007 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Facebook, Customer Service
Education
Orange High 1999 — 2003
University of Phoenix
Computer and Information Sciences and Support Services
Tharanco February 2015 - Present
AXA Equitable August 2013 - October 2013
UPS April 2010 - August 2013
The Star-Ledger February 2007 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Facebook, Customer Service
Education
Orange High 1999 — 2003
University of Phoenix
Computer and Information Sciences and Support Services
Nicole Piotrowski, MBA Nicole Piotrowski, MBA's AXA Equitable Experience December 2012 - February 2013
Job Experienced Advisory Associate at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
The Princeton Review October 2013 - May 2015
University of Scranton August 2013 - May 2015
Insurance Guarantee Fund June 2014 - August 2014
AXA Equitable December 2012 - February 2013
Merrill Lynch May 2012 - August 2012
Dementia Connection LLC January 2012 - June 2012
World Languages and Cultures Department August 2009 - May 2012
Bank of America June 2011 - August 2011
Leahy Clinic September 2010 - December 2010
Skills
Management, Facebook, Marketing, Social Networking, Research, People Skills, Sales, Time Management, Recruiting, Data Analysis, Networking, Polish, Market Research, YouTube, Foreign Languages, Banking, Bloomberg Terminal, Portfolio Management, Spanish-speaking, Consulting, Social Network Analysis, Operations Management, Customer Experience, Product Development, Cold Calling Experience, Instagram, LinkedIn, Twitter, Google+, Teaching English as a..., Working With Clients, Assistants, Secretarial Skills, Students, Business Planning, Local Search..., Blogging, Branch Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Teamwork, Analysis, SAP ERP, Oracle, Econometric Modeling
Education
University of Scranton 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing, 3.9
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business
Bishop Kearney High School 2005 — 2009
High School Diploma
PwC June 2015 - Present
The Princeton Review October 2013 - May 2015
University of Scranton August 2013 - May 2015
Insurance Guarantee Fund June 2014 - August 2014
AXA Equitable December 2012 - February 2013
Merrill Lynch May 2012 - August 2012
Dementia Connection LLC January 2012 - June 2012
World Languages and Cultures Department August 2009 - May 2012
Bank of America June 2011 - August 2011
Leahy Clinic September 2010 - December 2010
Skills
Management, Facebook, Marketing, Social Networking, Research, People Skills, Sales, Time Management, Recruiting, Data Analysis, Networking, Polish, Market Research, YouTube, Foreign Languages, Banking, Bloomberg Terminal, Portfolio Management, Spanish-speaking, Consulting, Social Network Analysis, Operations Management, Customer Experience, Product Development, Cold Calling Experience, Instagram, LinkedIn, Twitter, Google+, Teaching English as a..., Working With Clients, Assistants, Secretarial Skills, Students, Business Planning, Local Search..., Blogging, Branch Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Teamwork, Analysis, SAP ERP, Oracle, Econometric Modeling
Education
University of Scranton 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing, 3.9
University of Scranton 2009 — 2013
Bachelor of Science (BS), International Business
Bishop Kearney High School 2005 — 2009
High School Diploma
Artur Stypula's AXA Equitable Experience May 2004 - December 2005
Job Vice President of Ability Risk Management Inc.
Industry Insurance
Experience
Ability Risk Management March 2009 - Present
SagePoint Financial February 2008 - Present
M.L. Sullivan & Associates January 2007 - February 2009
MassMutual Financial Group January 2006 - January 2008
AXA Equitable May 2004 - December 2005
General Electric Advanced Services Incorporated May 2000 - August 2001
Skills
Investments, Series 7, Risk Management, Financial Planning, Insurance, Series 66, Property & Casualty..., Health Insurance, life insurance, Estate Planning, Employee Benefits, Strategic Financial..., Retirement Planning, Workers Compensation, Financial Services, Life Insurance, Finance, Commercial Insurance, Claim, Retirement
Education
University of Phoenix 1999 — 2001
MBA, Global Management
University of Wisconsin-Parkside 1993 — 1997
Bachelor of Arts, Communications
Central High School 1989 — 1992
General
Ability Risk Management March 2009 - Present
SagePoint Financial February 2008 - Present
M.L. Sullivan & Associates January 2007 - February 2009
MassMutual Financial Group January 2006 - January 2008
AXA Equitable May 2004 - December 2005
General Electric Advanced Services Incorporated May 2000 - August 2001
Skills
Investments, Series 7, Risk Management, Financial Planning, Insurance, Series 66, Property & Casualty..., Health Insurance, life insurance, Estate Planning, Employee Benefits, Strategic Financial..., Retirement Planning, Workers Compensation, Financial Services, Life Insurance, Finance, Commercial Insurance, Claim, Retirement
Education
University of Phoenix 1999 — 2001
MBA, Global Management
University of Wisconsin-Parkside 1993 — 1997
Bachelor of Arts, Communications
Central High School 1989 — 1992
General
Courtney Paul - CCP, GRP's AXA Equitable Experience October 2011 - April 2013
Job Globally Experienced Leader with a focus on Executive and Equity Compensation Design and Administration
Industry Education Management
Experience
Laureate International Universities June 2015 - Present
Belk April 2013 - June 2015
AXA Equitable October 2011 - April 2013
AXA Group January 2010 - June 2011
AXA Equitable April 2007 - February 2010
Avon Products 2005 - 2007
Towers Perrin 2003 - 2005
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Talent Management, Employee Benefits, Leadership Development, Employee Engagement, Performance Management, Compensation Structures, Change Management, Human Resources, Personnel Management, Leadership, Management, Strategy
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Philosophy Politics and Economics
Laureate International Universities June 2015 - Present
Belk April 2013 - June 2015
AXA Equitable October 2011 - April 2013
AXA Group January 2010 - June 2011
AXA Equitable April 2007 - February 2010
Avon Products 2005 - 2007
Towers Perrin 2003 - 2005
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Talent Management, Employee Benefits, Leadership Development, Employee Engagement, Performance Management, Compensation Structures, Change Management, Human Resources, Personnel Management, Leadership, Management, Strategy
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Philosophy Politics and Economics
Jennifer Rienzi's AXA Equitable Experience July 2004 - Present
Job Operations Relationship Manager, AXA Distributors
Industry Financial Services
Experience
AXA Equitable July 2004 - Present
Riverside Rehabilitation August 2003 - November 2003
Givaudan Access July 2001 - July 2002
Skills
Interpersonal Skill, writing skills, research, leadership, Youth Work, Series 6, Athletics, Volunteering, Team-oriented, Diligent, Experiential Learning, Client Relations Skills, Coaching, Microsoft Office, Leadership, Customer Service
Education
University of Scranton 2000 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
AXA Equitable July 2004 - Present
Riverside Rehabilitation August 2003 - November 2003
Givaudan Access July 2001 - July 2002
Skills
Interpersonal Skill, writing skills, research, leadership, Youth Work, Series 6, Athletics, Volunteering, Team-oriented, Diligent, Experiential Learning, Client Relations Skills, Coaching, Microsoft Office, Leadership, Customer Service
Education
University of Scranton 2000 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
Dean Hondros's AXA Equitable Experience March 2000 - July 2001
Job IT Training Manager
Industry Hospital & Health Care
Experience
UNC Health Care October 2014 - Present
UNC Health Care April 2013 - October 2014
UNC Healthcare System September 2003 - April 2013
Michigan State University December 2001 - August 2003
AXA Equitable March 2000 - July 2001
Skills
Training & Development, Technical Training, Staff Training, Software Training, Training Skills, Training Delivery, Online Training, MS Project, Word, PowerPoint, Excel, SharePoint, Access, Learning Management, Organizational..., Organizational..., Team Leadership, Change Leadership, Business Objects, WebIntelligence, Survey, Survey Design, Survey Development, Siemens, Medical Terminology, Hospitals, Conflict Resolution, Outlook, Captivate, Technical Writing, Technical Documentation, Coaching, Documentation, English, Education, HTML, Internet, Kronos, Microsoft Office, Visio, LMS, Software Documentation, Training, Change Management, E-Learning, Learning Management..., EMR, Exit Surveys, Microsoft Word, Hands-on Training
Education
University of North Carolina at Chapel Hill 1997 — 1999
MA, Organizational/Interpersonal Communication
University of North Carolina at Chapel Hill 1992 — 1996
BA, Communication Studies/Political Science
UNC Health Care October 2014 - Present
UNC Health Care April 2013 - October 2014
UNC Healthcare System September 2003 - April 2013
Michigan State University December 2001 - August 2003
AXA Equitable March 2000 - July 2001
Skills
Training & Development, Technical Training, Staff Training, Software Training, Training Skills, Training Delivery, Online Training, MS Project, Word, PowerPoint, Excel, SharePoint, Access, Learning Management, Organizational..., Organizational..., Team Leadership, Change Leadership, Business Objects, WebIntelligence, Survey, Survey Design, Survey Development, Siemens, Medical Terminology, Hospitals, Conflict Resolution, Outlook, Captivate, Technical Writing, Technical Documentation, Coaching, Documentation, English, Education, HTML, Internet, Kronos, Microsoft Office, Visio, LMS, Software Documentation, Training, Change Management, E-Learning, Learning Management..., EMR, Exit Surveys, Microsoft Word, Hands-on Training
Education
University of North Carolina at Chapel Hill 1997 — 1999
MA, Organizational/Interpersonal Communication
University of North Carolina at Chapel Hill 1992 — 1996
BA, Communication Studies/Political Science
Jo-Una Spadafora's AXA Equitable Experience Business AnalystBristolJanuary 2006 - September 2006
Job Manager, IT Sourcing at AXA Equitable
Industry Financial Services
Experience
AXA Equitable Business AnalystBristolJanuary 2006 - September 2006
Education
University of San Diego
AXA Equitable Business AnalystBristolJanuary 2006 - September 2006
Education
University of San Diego
Stella Stots's AXA Equitable Experience September 1979 - February 2007
Job Marketing and Communications Consultant
Industry Financial Services
Experience
Financial and Non-Profit Organizations 2009 - Present
Guardian Life Insurance Company 2008 - 2009
AXA-Equitable September 1979 - February 2007
Skills
Integrated Marketing, Research, Collateral, Advertising, Marketing Communications, Marketing, Strategy, Newsletters, Product Marketing, Press Releases, Public Relations, Sales, Copywriting, Corporate Communications, Market Planning, Event Planning
Education
University of Oklahoma
BA, Journalism
Financial and Non-Profit Organizations 2009 - Present
Guardian Life Insurance Company 2008 - 2009
AXA-Equitable September 1979 - February 2007
Skills
Integrated Marketing, Research, Collateral, Advertising, Marketing Communications, Marketing, Strategy, Newsletters, Product Marketing, Press Releases, Public Relations, Sales, Copywriting, Corporate Communications, Market Planning, Event Planning
Education
University of Oklahoma
BA, Journalism
Chuck Scrafano's AXA Equitable Experience September 1994 - September 1997
Job Principal, Scrafano & Associates & Director of Advanced Planning, Doeren Mayhew Insurance Group
Industry Insurance
Experience
Scrafano & Associates January 2014 - Present
AXA Equitable September 1994 - September 1997
Northwestern Mutual September 1992 - September 1994
Skills
Insurance, Retirement Planning, Estate Planning, Professional Liability, Annuities, Business Insurance, Life Settlements, Premium Financing, Structured Settlements
Education
University of Michigan 1984 — 1989
Bachelor of General Studies
Brother Rice High School 1980 — 1984
Scrafano & Associates January 2014 - Present
AXA Equitable September 1994 - September 1997
Northwestern Mutual September 1992 - September 1994
Skills
Insurance, Retirement Planning, Estate Planning, Professional Liability, Annuities, Business Insurance, Life Settlements, Premium Financing, Structured Settlements
Education
University of Michigan 1984 — 1989
Bachelor of General Studies
Brother Rice High School 1980 — 1984
Thomas R. Reed III's AXA Equitable Experience July 1990 - September 1994
Job President, AXIUS Financial, LLC
Industry Financial Services
Experience
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Angelia Brown, PHR's AXA Equitable Experience July 2006 - December 2007
Job Operations Supervisor
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Joegi G. Mathew's AXA Equitable Experience 2006 - 2006
Job Associate at JP Morgan
Industry Banking
Experience
J.P. Morgan September 2013 - Present
Tishman Speyer May 2011 - May 2013
Ernst & Young May 2009 - May 2011
Deloitte October 2007 - June 2008
AXA Equitable 2006 - 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, GAAP, Auditing, Financial Accounting, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
University of Scranton 2003 — 2007
BS, Finance
J.P. Morgan September 2013 - Present
Tishman Speyer May 2011 - May 2013
Ernst & Young May 2009 - May 2011
Deloitte October 2007 - June 2008
AXA Equitable 2006 - 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, GAAP, Auditing, Financial Accounting, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
University of Scranton 2003 — 2007
BS, Finance
Joseph Pandolfo's AXA Equitable Experience January 2004 - January 2006
Job Fixed Income Sales Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2013 - Present
Barclays Capital July 2011 - September 2013
Barclays Capital July 2010 - July 2011
Barclays Capital September 2009 - July 2010
Barclays Capital November 2006 - August 2009
AXA Equitable January 2004 - January 2006
Skills
Securities, Series 7, Bloomberg, Fixed Income, Fedwire, DTC, Euroclear, Trade Operations, Reference Data, Settlement, Capital Markets, Financial Services, Asset Allocation, Middle Office, Back Office, Bonds, Trading, Financial Markets, Electronic Trading, User Acceptance Testing, Interest Rate...
Education
University of Scranton 2000 — 2004
BS, Finance
RBC Capital Markets September 2013 - Present
Barclays Capital July 2011 - September 2013
Barclays Capital July 2010 - July 2011
Barclays Capital September 2009 - July 2010
Barclays Capital November 2006 - August 2009
AXA Equitable January 2004 - January 2006
Skills
Securities, Series 7, Bloomberg, Fixed Income, Fedwire, DTC, Euroclear, Trade Operations, Reference Data, Settlement, Capital Markets, Financial Services, Asset Allocation, Middle Office, Back Office, Bonds, Trading, Financial Markets, Electronic Trading, User Acceptance Testing, Interest Rate...
Education
University of Scranton 2000 — 2004
BS, Finance
Karen Mele, PMP's AXA Equitable Experience January 2009 - Present
Job Project Director at AXA Equitable, PMP
Industry Insurance
Experience
AXA Equitable January 2009 - Present
AXA Equitable November 2000 - December 2008
Education
University of Scranton 1991 — 1995
AXA Equitable January 2009 - Present
AXA Equitable November 2000 - December 2008
Education
University of Scranton 1991 — 1995
Charles Manning's AXA Equitable Experience January 2011 - March 2012
Job Director, Learning Delivery, Business Class Care and Operations Management at Time Warner Cable
Industry Retail
Experience
Time Warner Cable June 2015 - Present
Time Warner Cable March 2012 - Present
AXA Equitable January 2011 - March 2012
SMPC 2010 - 2011
Family Dollar January 2010 - December 2010
LPL Financial January 2008 - March 2009
Vanguard April 2007 - January 2008
Vanguard July 1997 - January 2008
Skills
Coaching, Leadership Development, Human Resources, Performance Management, Customer Service, Public Speaking, Training Delivery, Training, Call Centers, Team Leadership, CRM, Microsoft Office, Management, Program Management, Leadership, Onboarding, Recruiting, Six Sigma, Personnel Management, Process Improvement, Staff Development, Organizational..., PowerPoint, Team Building, Instructional Design, Employee Relations
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
Masters, Business Administration - Human Resource Management
Appalachian State
Bachelor of Science Degree, Psychology; Human Resource Management
Time Warner Cable June 2015 - Present
Time Warner Cable March 2012 - Present
AXA Equitable January 2011 - March 2012
SMPC 2010 - 2011
Family Dollar January 2010 - December 2010
LPL Financial January 2008 - March 2009
Vanguard April 2007 - January 2008
Vanguard July 1997 - January 2008
Skills
Coaching, Leadership Development, Human Resources, Performance Management, Customer Service, Public Speaking, Training Delivery, Training, Call Centers, Team Leadership, CRM, Microsoft Office, Management, Program Management, Leadership, Onboarding, Recruiting, Six Sigma, Personnel Management, Process Improvement, Staff Development, Organizational..., PowerPoint, Team Building, Instructional Design, Employee Relations
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
Masters, Business Administration - Human Resource Management
Appalachian State
Bachelor of Science Degree, Psychology; Human Resource Management
Claudine Mesnil's AXA Equitable Experience February 2006 - January 2008
Job Associate Director for Equity Sales at Griffin Capital
Industry Financial Services
Experience
Griffin Capital November 2009 - Present
AXA Financial January 2008 - January 2009
AXA Equitable February 2006 - January 2008
Greenberg Traurig October 2004 - February 2006
Guardian Ad Litem Program September 2001 - March 2003
Skills
Finance, Business Strategy, Financial Services, Fixed Annuities, Management, Investments, Mutual Funds, Project Management, Retirement Planning, Sales, Sales Operations
Education
University of Miami 1997 — 2001
Bachelor of Arts, Psychology and English Literature
Griffin Capital November 2009 - Present
AXA Financial January 2008 - January 2009
AXA Equitable February 2006 - January 2008
Greenberg Traurig October 2004 - February 2006
Guardian Ad Litem Program September 2001 - March 2003
Skills
Finance, Business Strategy, Financial Services, Fixed Annuities, Management, Investments, Mutual Funds, Project Management, Retirement Planning, Sales, Sales Operations
Education
University of Miami 1997 — 2001
Bachelor of Arts, Psychology and English Literature
Beth Mims's AXA Equitable Experience July 1998 - November 2006
Job Office Manager at Design Conditions, LLC
Industry Construction
Experience
Design Conditions, LLC November 2006 - Present
AXA Equitable July 1998 - November 2006
AXA Equitable Life Insurance 1999 - 2006
Education
University of North Carolina at Charlotte 1987 — 1989
BS, Business Administration
Design Conditions, LLC November 2006 - Present
AXA Equitable July 1998 - November 2006
AXA Equitable Life Insurance 1999 - 2006
Education
University of North Carolina at Charlotte 1987 — 1989
BS, Business Administration
David Zayas, PMP's AXA Equitable Experience September 2003 - July 2008
Job Applications Portfolio Manager at Aon Consulting
Industry Information Technology and Services
Experience
AON August 2008 - Present
AXA Equitable September 2003 - July 2008
AXA Equitable 2003 - 2008
AXA Equitable 2001 - 2003
AXA Equitable 1999 - 2001
Education
University of Phoenix 2002 — 2005
B.S., Business Management
Bryant & Stratton Business Institute
Associates, Computer Programming
AON August 2008 - Present
AXA Equitable September 2003 - July 2008
AXA Equitable 2003 - 2008
AXA Equitable 2001 - 2003
AXA Equitable 1999 - 2001
Education
University of Phoenix 2002 — 2005
B.S., Business Management
Bryant & Stratton Business Institute
Associates, Computer Programming
Tyson Chang's AXA Equitable Experience January 2005 - March 2011
Job Personal Fitness Trainer at Well Formed Fitness, Inc.
Industry Health, Wellness and Fitness
Experience
Well Formed Fitness, Inc. March 2011 - Present
AXA Equitable January 2005 - March 2011
Skills
Fitness Training, Quality Center, Software Documentation, SDLC
Education
Ecole Supérieure de Commerce de Grenoble 1992 — 1993
IT, Technological and Strategic Management
University of Ottawa 1989 — 1993
Commerce, Management and Information Systems
Well Formed Fitness, Inc. March 2011 - Present
AXA Equitable January 2005 - March 2011
Skills
Fitness Training, Quality Center, Software Documentation, SDLC
Education
Ecole Supérieure de Commerce de Grenoble 1992 — 1993
IT, Technological and Strategic Management
University of Ottawa 1989 — 1993
Commerce, Management and Information Systems
Arthur Czapka's AXA Equitable Experience September 2013 - January 2014
Job Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
Douglas Gresham's AXA Equitable Experience Regional Vice PresidentAXA EquitableOctober 2005 - January 2009
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable Regional Vice PresidentAXA EquitableOctober 2005 - January 2009
PLANCO September 2001 - October 2005
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science
AXA Equitable Regional Vice PresidentAXA EquitableOctober 2005 - January 2009
PLANCO September 2001 - October 2005
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science
David Keib, CRPC's AXA Equitable Experience September 2007 - June 2011
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds June 2014 - Present
JP Morgan Asset Management May 2013 - May 2014
JP Morgan Asset Management June 2011 - April 2013
AXA Equitable September 2007 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management
Education
University of Scranton 2003 — 2007
Economics, Political Science, Philosophy
American Funds June 2014 - Present
JP Morgan Asset Management May 2013 - May 2014
JP Morgan Asset Management June 2011 - April 2013
AXA Equitable September 2007 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management
Education
University of Scranton 2003 — 2007
Economics, Political Science, Philosophy
Jon Denote's AXA Equitable Experience May 2011 - Present
Job Regional Vice President at AXA US
Industry Insurance
Experience
AXA Equitable May 2011 - Present
AXA Equitable July 2010 - May 2011
AXA Equitable October 2007 - July 2010
Skills
Insurance, Life Insurance, Retirement Planning, Underwriting, Retirement, Term Life Insurance, Series 63, Series 6, Long-term Care, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Estate Planning, Brokers, Risk Management, Investments, Employee Benefits, Universal Life
Education
University of North Carolina at Greensboro 2002 — 2006
B.S., Business Administration & Marketing
AXA Equitable May 2011 - Present
AXA Equitable July 2010 - May 2011
AXA Equitable October 2007 - July 2010
Skills
Insurance, Life Insurance, Retirement Planning, Underwriting, Retirement, Term Life Insurance, Series 63, Series 6, Long-term Care, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Estate Planning, Brokers, Risk Management, Investments, Employee Benefits, Universal Life
Education
University of North Carolina at Greensboro 2002 — 2006
B.S., Business Administration & Marketing
Thomas Naddeo's AXA Equitable Experience September 2007 - Present
Job Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable September 2007 - Present
AXA Equitable June 2007 - September 2007
Wenner Media June 2005 - September 2005
Skills
Financial Services, Wealth Management, Product Management, Marketing, Strategy, Mutual Funds, Vendor Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor's Degree, Business Administration and Marketing
AXA Equitable September 2007 - Present
AXA Equitable June 2007 - September 2007
Wenner Media June 2005 - September 2005
Skills
Financial Services, Wealth Management, Product Management, Marketing, Strategy, Mutual Funds, Vendor Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor's Degree, Business Administration and Marketing
Chris Joyner's AXA Equitable Experience January 2008 - December 2008
Job Principal at Golub Group LLC
Industry Financial Services
Experience
The Golub Group LLC October 2012 - Present
Grassi Investment Management March 2010 - October 2012
AXA Equitable January 2008 - December 2008
Principal Financial Group January 2007 - September 2007
Skills
Wealth Management, Investments, Retirement Planning, FINRA, Mutual Funds, Sales, Fixed Annuities, Securities, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, E Clampus Vitus
Education
University of San Diego 1982 — 1994
MBA, Business
The Golub Group LLC October 2012 - Present
Grassi Investment Management March 2010 - October 2012
AXA Equitable January 2008 - December 2008
Principal Financial Group January 2007 - September 2007
Skills
Wealth Management, Investments, Retirement Planning, FINRA, Mutual Funds, Sales, Fixed Annuities, Securities, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, E Clampus Vitus
Education
University of San Diego 1982 — 1994
MBA, Business
Brian Petri's AXA Equitable Experience April 2005 - May 2009
Job AIG Consumer Insurance
Industry Insurance
Experience
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
antonio bolea's AXA Equitable Experience 1975 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
AXA Equitable 1975 - 2005
Education
University of Pittsburgh 1970 — 1974
BA, economics
AXA Equitable 1975 - 2005
Education
University of Pittsburgh 1970 — 1974
BA, economics
Phillip Schechter's AXA Equitable Experience July 2004 - Present
Job Senior Director at AXAEquitable
Industry Insurance
Experience
AXA Equitable July 2004 - Present
MONY June 1987 - July 2004
Skills
Actuarial Science, Fixed Annuities, Life Insurance, Solvency II, ALM, Insurance, Enterprise Risk...
Education
University of Pennsylvania 1983 — 1987
BA, Math
Yeshiva University High School 1981 — 1983
AXA Equitable July 2004 - Present
MONY June 1987 - July 2004
Skills
Actuarial Science, Fixed Annuities, Life Insurance, Solvency II, ALM, Insurance, Enterprise Risk...
Education
University of Pennsylvania 1983 — 1987
BA, Math
Yeshiva University High School 1981 — 1983
Jerald E Hampton's AXA Equitable Experience 2002 - 2005
Job Managing Principal at HAMPCO CONSULTING, LLC
Industry Financial Services
Experience
HAMPCO Consulting, LLC January 2009 - Present
Goldman Sachs/Longmore Credit Services April 2007 - November 2008
AXA Equitable 2002 - 2005
Smith Barney 1992 - 2002
EF Hutton 1981 - 1990
Skills
Insurance, Management, Wealth Management, Securities, Business Development, Mutual Funds, Financial Services, Investments, Sales, Fixed Annuities
Education
University of North Texas 1972 — 1974
HAMPCO Consulting, LLC January 2009 - Present
Goldman Sachs/Longmore Credit Services April 2007 - November 2008
AXA Equitable 2002 - 2005
Smith Barney 1992 - 2002
EF Hutton 1981 - 1990
Skills
Insurance, Management, Wealth Management, Securities, Business Development, Mutual Funds, Financial Services, Investments, Sales, Fixed Annuities
Education
University of North Texas 1972 — 1974
Angie Owens-Manson's AXA Equitable Experience June 1996 - May 2008
Job Underwriting Consultant at Mass Mutual
Industry Financial Services
Experience
Mass Mutual Lead UnderwriterINGMay 2008 - March 2013
AXA-Equitable June 1996 - May 2008
Skills
Risk Management, Underwriting, Financial Risk, Insurance, Financial Analysis, Brokers, Reinsurance, New Business Development, Internal Audit, Risk Assessment, Process Improvement, Life Insurance, Financial Modeling, Finance, Financial Services, Auditing, Policy
Education
UNC Chapel Hill 1982 — 1996
Bachelor of Arts (BA), Personnel Management
Mass Mutual Lead UnderwriterINGMay 2008 - March 2013
AXA-Equitable June 1996 - May 2008
Skills
Risk Management, Underwriting, Financial Risk, Insurance, Financial Analysis, Brokers, Reinsurance, New Business Development, Internal Audit, Risk Assessment, Process Improvement, Life Insurance, Financial Modeling, Finance, Financial Services, Auditing, Policy
Education
UNC Chapel Hill 1982 — 1996
Bachelor of Arts (BA), Personnel Management
Kristina Huntley's AXA Equitable Experience May 2006 - Present
Job Sr. Manager Training at AXA Equitable
Industry Insurance
Experience
AXA Equitable May 2006 - Present
AXA Equitable June 1995 - Present
AXA Equitable June 1995 - Present
Skills
Employee Engagement, Performance Management, Training Delivery, Needs Analysis, Coaching, Insurance
Education
UNC Charlotte 1988 — 1993
Bachelor of Science (BS), Marketing
AXA Equitable May 2006 - Present
AXA Equitable June 1995 - Present
AXA Equitable June 1995 - Present
Skills
Employee Engagement, Performance Management, Training Delivery, Needs Analysis, Coaching, Insurance
Education
UNC Charlotte 1988 — 1993
Bachelor of Science (BS), Marketing
Greg Schuster's AXA Equitable Experience May 2012 - August 2012
Job Research Specialist
Industry Law Practice
Experience
Levy & Halperin, LLP July 2014 - Present
Morelli Alters Ratner June 2013 - Present
Ethical Electric January 2013 - February 2013
AXA Equitable May 2012 - August 2012
Pottruck Fitness Center, University of Pennsylvania March 2010 - March 2012
Woodmont Day Camp June 2010 - August 2010
Orbit Electrical Services Inc June 2004 - August 2008
Union Federal Mortgage Corp January 2008 - March 2008
Skills
Recruiting, Solar Energy, Leadership, Renewable Energy, Research, Community Outreach, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Environmental Studies
University of PennsylvaniaClass of 2013 2009 — 2013
Bachelor of Arts expected, 2013. Environmental studies; sustainability and environmental management
Levy & Halperin, LLP July 2014 - Present
Morelli Alters Ratner June 2013 - Present
Ethical Electric January 2013 - February 2013
AXA Equitable May 2012 - August 2012
Pottruck Fitness Center, University of Pennsylvania March 2010 - March 2012
Woodmont Day Camp June 2010 - August 2010
Orbit Electrical Services Inc June 2004 - August 2008
Union Federal Mortgage Corp January 2008 - March 2008
Skills
Recruiting, Solar Energy, Leadership, Renewable Energy, Research, Community Outreach, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Environmental Studies
University of PennsylvaniaClass of 2013 2009 — 2013
Bachelor of Arts expected, 2013. Environmental studies; sustainability and environmental management
Jamuna Kennedy's AXA Equitable Experience December 2007 - Present
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable December 2007 - Present
Transamerica Insurance and Investment Group 2006 - 2007
Jackson National 2003 - 2005
Lincoln Financial Distributors 2001 - 2003
Phoenix Wealth Management 1998 - 2001
Skills
Distribution Relations, Corporate Branding, Merchandising, Sales, Incentives, Niche Market..., Insurance Sales Training, Regional Sales, Internal Business..., Staff training, Financial Advisor...
Education
University of Michigan
AXA Equitable December 2007 - Present
Transamerica Insurance and Investment Group 2006 - 2007
Jackson National 2003 - 2005
Lincoln Financial Distributors 2001 - 2003
Phoenix Wealth Management 1998 - 2001
Skills
Distribution Relations, Corporate Branding, Merchandising, Sales, Incentives, Niche Market..., Insurance Sales Training, Regional Sales, Internal Business..., Staff training, Financial Advisor...
Education
University of Michigan
Jermaine Watson, MSA's AXA Equitable Experience August 1998 - January 2012
Job Staff Accountant at Compass Group
Industry Food & Beverages
Experience
Compass Group January 2012 - Present
AXA Equitable August 1998 - January 2012
H & R Block December 2006 - December 2008
Skills
Accounting, Journal Entries, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Variance Analysis, Financial Accounting, Internal Controls, Accruals
Education
University of Phoenix 2009 — 2010
Master of Science in Accountancy, Accounting
University of North Carolina at Charlotte 1992 — 1997
Business, Finance
Glenn High School
Glenn High School
Compass Group January 2012 - Present
AXA Equitable August 1998 - January 2012
H & R Block December 2006 - December 2008
Skills
Accounting, Journal Entries, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Variance Analysis, Financial Accounting, Internal Controls, Accruals
Education
University of Phoenix 2009 — 2010
Master of Science in Accountancy, Accounting
University of North Carolina at Charlotte 1992 — 1997
Business, Finance
Glenn High School
Glenn High School
Jerry Caldwell's AXA Equitable Experience November 2005 - April 2010
Job Management Consultant at DeWolff, Boberg & Associates, Inc.
Industry Financial Services
Experience
DeWolff, Boberg & Associates, Inc. February 2011 - Present
AXA Equitable November 2005 - April 2010
AXA Equitable January 1999 - November 2005
AXA Equitable January 1998 - January 1999
AXA Equitable January 1986 - January 1998
AXA Equitable January 1991 - January 1993
Skills
Business Process..., Customer Relations, Six Sigma, New Business Development, Employee Engagement, Leadership, Customer Service, Financial Services, Change Management, Outsourcing, Strategic Planning, Management, Leadership Development, Process Improvement, Call Centers, Insurance, Program Management, Training
Education
University of North Carolina at Pembroke 1982 — 1985
BA, Business Administration - Management
South Meck
DeWolff, Boberg & Associates, Inc. February 2011 - Present
AXA Equitable November 2005 - April 2010
AXA Equitable January 1999 - November 2005
AXA Equitable January 1998 - January 1999
AXA Equitable January 1986 - January 1998
AXA Equitable January 1991 - January 1993
Skills
Business Process..., Customer Relations, Six Sigma, New Business Development, Employee Engagement, Leadership, Customer Service, Financial Services, Change Management, Outsourcing, Strategic Planning, Management, Leadership Development, Process Improvement, Call Centers, Insurance, Program Management, Training
Education
University of North Carolina at Pembroke 1982 — 1985
BA, Business Administration - Management
South Meck
Gary Beagin's AXA Equitable Experience October 1979 - June 1992
Job Independent Financial Services Professional
Industry Financial Services
Experience
Beagin Family February 2007 - Present
Phoenix Life Insurance Company January 2007 - December 2008
Phoenix Life Insurance Company 1995 - 2008
WS Griffith Inc March 1995 - March 2006
AXA Equitable October 1979 - June 1992
Skills
Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Life Insurance, Retirement, Series 63, Disability Insurance, Mutual Funds, Series 7, Wealth Management, Risk Management, Securities, Employee Benefits, Asset Allocation, Underwriting, Term Life Insurance, Asset Managment, Team Leadership
Education
University of San Diego 1968 — 1970
Bachelor of Science, Biology
Beagin Family February 2007 - Present
Phoenix Life Insurance Company January 2007 - December 2008
Phoenix Life Insurance Company 1995 - 2008
WS Griffith Inc March 1995 - March 2006
AXA Equitable October 1979 - June 1992
Skills
Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Life Insurance, Retirement, Series 63, Disability Insurance, Mutual Funds, Series 7, Wealth Management, Risk Management, Securities, Employee Benefits, Asset Allocation, Underwriting, Term Life Insurance, Asset Managment, Team Leadership
Education
University of San Diego 1968 — 1970
Bachelor of Science, Biology
Glenda Patton's AXA Equitable Experience March 2004 - Present
Job Claims Analyst at AXA Equitable
Industry Financial Services
Mitchell Connella's AXA Equitable Experience January 2005 - June 2011
Job Insurance Professional
Industry Insurance
Experience
AXA Equitable January 2005 - June 2011
Education
University of Oklahoma
BS, Physical Education
AXA Equitable January 2005 - June 2011
Education
University of Oklahoma
BS, Physical Education
Glenn Myers's AXA Equitable Experience 1985 - 1988
Job Laboratory Assistant at Clinical Laboratory Partners
Industry Hospital & Health Care
Experience
Clinical Laboratory Partners February 2013 - Present
Dianon Systems/Labcorp 1988 - 2012
Dianon Systems January 1993 - January 2001
Dianon Systems January 1990 - January 1993
Dianon Systems January 1988 - January 1990
Omega Engineering March 1988 - October 1988
Equitable Life Assurance Society February 1985 - March 1988
AXA Equitable 1985 - 1988
Skills
Pathology, Urinalysis, Laboratory, Cytology, Clinical Research, Hospitals, Laboratory Medicine, Healthcare, Quality Assurance, Leadership, Hematology, Training
Education
University of Pittsburgh-Greensburg 1977 — 1978
Secondary Education
Greater New Haven State Technical College
Accounting/ Data Processing
Southern CT State College
Secondary Education Major
University of Pittsburgh-Greensburg
Secondary Education Major
Clinical Laboratory Partners February 2013 - Present
Dianon Systems/Labcorp 1988 - 2012
Dianon Systems January 1993 - January 2001
Dianon Systems January 1990 - January 1993
Dianon Systems January 1988 - January 1990
Omega Engineering March 1988 - October 1988
Equitable Life Assurance Society February 1985 - March 1988
AXA Equitable 1985 - 1988
Skills
Pathology, Urinalysis, Laboratory, Cytology, Clinical Research, Hospitals, Laboratory Medicine, Healthcare, Quality Assurance, Leadership, Hematology, Training
Education
University of Pittsburgh-Greensburg 1977 — 1978
Secondary Education
Greater New Haven State Technical College
Accounting/ Data Processing
Southern CT State College
Secondary Education Major
University of Pittsburgh-Greensburg
Secondary Education Major
lauren finch's AXA Equitable Experience April 2012 - Present
Job marketing intern at AXAequitable
Industry Marketing and Advertising
Karen Tamar's AXA Equitable Experience 1978 - 1988
Job Corporate Assistant Controller at Solaris Oilfield Infrastructure
Industry Oil & Energy
Experience
Solaris Oilfield Infrastructure August 2015 - Present
Cadre, A U.S. Silica Company September 2014 - August 2015
Cadre Proppants 2008 - September 2014
Global Healthcare Alliance 1996 - 2007
Hospice at the Texas Medical Center 1994 - December 1996
IP Petroleum/GCO Minerals 1992 - 1994
HMSS Inc. 1989 - 1992
State of Colorado, Division of Youth Services 1988 - 1989
AXA Equitable 1978 - 1988
Skills
Accounting, General Ledger, Budgets, GAAP, Financial Reporting, Accounts Payable, Microsoft Excel, Account Reconciliation, Accounts Receivable, External Audit, Auditing, Financial Accounting, Tax Research, Finance, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office
Education
University of Phoenix 2008 — 2009
Master of Science (M.S.), Accounting
Brookyln College - CUNY 1974 — 1978
Bachelor of Science (B.S.)
Solaris Oilfield Infrastructure August 2015 - Present
Cadre, A U.S. Silica Company September 2014 - August 2015
Cadre Proppants 2008 - September 2014
Global Healthcare Alliance 1996 - 2007
Hospice at the Texas Medical Center 1994 - December 1996
IP Petroleum/GCO Minerals 1992 - 1994
HMSS Inc. 1989 - 1992
State of Colorado, Division of Youth Services 1988 - 1989
AXA Equitable 1978 - 1988
Skills
Accounting, General Ledger, Budgets, GAAP, Financial Reporting, Accounts Payable, Microsoft Excel, Account Reconciliation, Accounts Receivable, External Audit, Auditing, Financial Accounting, Tax Research, Finance, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office
Education
University of Phoenix 2008 — 2009
Master of Science (M.S.), Accounting
Brookyln College - CUNY 1974 — 1978
Bachelor of Science (B.S.)
Joseph Schlereth's AXA Equitable Experience
Job Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable
Skills
Insurance
Education
University of Notre Dame
AXA Equitable
Skills
Insurance
Education
University of Notre Dame
Michael Filippini's AXA Equitable Experience June 2013 - December 2013
Job Senior Financial Analyst
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America February 2014 - July 2015
AXA Equitable June 2013 - December 2013
Bank of America January 2012 - May 2013
McAlister’s Deli June 2011 - December 2011
Skills
Account Management, Public Speaking, Management, Customer Service, Time Management, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Sales, Social Media, Outlook, Analysis, Data Analysis, Research, Financial Analysis, Fundraising, Economics, Finance
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Business Administration, Finance
Bank of America July 2015 - Present
Bank of America February 2014 - July 2015
AXA Equitable June 2013 - December 2013
Bank of America January 2012 - May 2013
McAlister’s Deli June 2011 - December 2011
Skills
Account Management, Public Speaking, Management, Customer Service, Time Management, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Sales, Social Media, Outlook, Analysis, Data Analysis, Research, Financial Analysis, Fundraising, Economics, Finance
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Business Administration, Finance
Suzanne Marshall's AXA Equitable Experience June 1995 - Present
Job Underwriter Associate at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 1995 - Present
Education
CPCC
UNCC
AXA Equitable June 1995 - Present
Education
CPCC
UNCC
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life