AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
AXA Equitable List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Equitable. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Equitable Employees
AIG October 2014 - Present
AXA Equitable November 2010 - October 2014
Sun Life Financial January 2004 - November 2010
Smith Barney June 1996 - December 2003
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Series 6, Investments, Retirement, Asset Allocation, 401k, Alternative Investments, Strategic Financial..., Securities, Insurance, FINRA, Life Insurance, Asset Management, Variable Annuities, Investment Advisory
Education
Belmont Abbey College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
AIG 2014 - 2015
Chubb Insurance 2014 - 2014
TD Ameritrade 2012 - 2013
AXA Technology Services 2008 - 2012
AXA Equitable 2005 - 2008
American International Group (AIG) / DBG 2003 - 2005
American International Group (AIG) / DBG 1999 - 2003
Skills
Enterprise Architecture, IT Strategy, SDLC, Solution Architecture, SOA, Integration, Cloud Computing, Architecture, IT Management, Vendor Management, Databases, ITIL, Software Development, Enterprise Software, Oracle, TOGAF, Agile Methodologies, Project Portfolio..., Project Management, Technical Architecture, Governance, Outsourcing, Application Architecture, Requirements Gathering, Process Improvement, DB2, Management, Requirements Analysis, Unix, Change Management, PMO, Software Project..., Data Center, Testing, .NET, Strategy, PMP, System Architecture, SaaS, Java Enterprise Edition, IT Service Management, Disaster Recovery, Business Intelligence, SQL, Data Warehousing, ETL, XML, Java, Web Applications, PL/SQL
Education
Penn State University 2014 — 2015
Graduate Certificate, Enterprise Architecture
Pace University 2001 — 2003
Master of Science (MS), Computer Science
Baruch College 1995 — 1998
Bachelor of Business Administration (BBA), Computer Information Systems
PROFESSIONAL DEVELOPMENT & CERTIFICATION
Fidelity Investments November 2014 - Present
Dynasty Advisors, LLC November 2013 - November 2014
Axa Equitable September 2011 - November 2013
Passaic County Prosecutors Office June 2008 - August 2008
Passaic County Prosecutors Office June 2005 - August 2005
Skills
Securities, Asset Management, Mutual Funds, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Investment Advisory, Life Insurance, ETFs, Retirment Planning
Education
Brooklyn Law School 2007 — 2010
Juris Doctor
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BS, Finance
Wayne hills High School 1998 — 2002
AXA US April 2014 - Present
AXA Equitable May 2012 - March 2014
AXA Equitable March 2010 - May 2012
AXA Equitable 2006 - 2010
Skills
Financial Analysis, Process Improvement, Financial Modeling, Strategic Financial..., Forecasting, Management, Budgets, Finance, Leadership, Strategic Planning, Accounting, Insurance, Sales, Financial Risk, Analysis, Banking, Executive Management, Financial Services
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
BlackRock July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
AXA Equitable May 2008 - May 2012
Track Systems Inc. (TSI) June 2001 - May 2008
United States Marine Corps June 1995 - June 2001
Skills
Financial Analysis, Project Management, Problem Solving, Sales, Sales Management, Team Leadership, Leadership Development, Quantitative, Entrepreneurship, Risk Management, Hedging, Finance, Equities, Fixed Income, New Business Development, Investment Banking, Investments, Financial Modeling, Valuation, Strategy, Analysis, Management, Trading, Due Diligence
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Baruch College
Bachelor of Arts (B.A.), Psychology
AXA Equitable 2013 - Present
AXA Equitable August 2004 - Present
Mutual of New York 2000 - 2004
Mutual of New York 1994 - 1999
Mutual of New York 1991 - 1993
Mutual Of New York October 1986 - 1990
Equitable Life Assurance January 1984 - October 1986
Skills
Insurance, Underwriting, Fixed Annuities, Series 6, Life Insurance, Competitive Intelligence, Term Life Insurance, Long-term Care, Training, Mutual Funds, Financial Services, Small Business, Sales, Retirement, Marketing, Analysis, Retirement Planning, Wealth Management, 401k, Disability Insurance, Series 63, Variable Annuities, Investments, Strategic Financial..., Employee Benefits, Relationship Management, Health Insurance, Estate Planning, IRAs, Financial Advisory, Series 7, Long Term Care Insurance, FINRA, Financial Planners, Securities
Education
Bergen Community College 1982 — 1983
Associate of Arts and Sciences (A.A.S.)
Universtiy of Miami 1975 — 1977
N/A, Business Administration
West Essex High School 1971 — 1975
College Prep, Business Law, Accounting, Political Science, Music, History
Symmetry Partners January 2013 - September 2015
AXA Equitable August 2009 - December 2012
The Hartford August 2008 - August 2009
Lincoln Financial Group 2007 - 2008
Prudential Financial September 2006 - August 2007
Neurometrix 2003 - 2006
Skills
Marketing Communications, Press Releases, Internal Communications, Newsletters, Web Design, Editing, Copywriting, Copy Editing, Brochure Development, Flyer Design, Online Advertising, Webcasting, Podcasting, Podcast Production, Event Planning, Marketing Research, Social Media, Social Media Marketing, Flyers, Salesforce.com, Marketing, Financial Services, Brochures, Strategic Communications, Advertising, Market Research, Digital Marketing, Digital Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Direct Mail
Education
The University of Connecticut 2010 — 2012
Advanced Business Certificate, Strategic Marketing, 3.9
Central Connecticut State University 2007 — 2009
MS, Communications, 3.80/4
Bentley University 2000 — 2003
BS, Marketing, 3.45/4
Huygens Capital LLC June 2012 - Present
Artio Global Investors 2008 - 2011
AllianceBernstein April 2002 - March 2008
AXA Equitable March 1993 - April 2002
Benjamin N. Cardozo School of Law September 1993 - December 1997
Debevoise & Plimpton September 1987 - March 1993
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
Law
Columbia University in the City of New York
B.A., Art History
MediaVest/Publicis Group March 2015 - Present
JGArchitects September 2014 - March 2015
Best Advisory Group January 2012 - July 2014
AXA Equitable February 2011 - January 2012
Skills
Online Marketing, Social Media Marketing, Marketing Strategy, Microsoft Excel, Insurance, Outlook, Management, Financial Services, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Access, Leadership, Research, Accounting, Customer Service, Public Speaking, Marketing Research, Project Management
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor's Degree, Marketing Mangement/International Marketing
AXA US August 2015 - Present
AXA US August 2012 - July 2015
AXA Equitable June 2011 - August 2011
John Hancock May 2010 - December 2010
Skills
Actuarial Science, SAS, Microsoft Excel, SQL, Statistics, Risk Management, VBA, MG-ALFA, Corporate Finance, Financial Modeling, Access, Microsoft Word
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Actuarial Science, Computer Information Systems, 3.83
BC INTERNATIONAL GROUP, INC. November 2011 - Present
ICS @ Merrill Lynch March 2010 - July 2011
AXA Equitable January 2008 - October 2009
Chase Home Loans December 2006 - December 2007
AT&T Wireless Services July 2002 - December 2006
Georgeson Sharholders June 2000 - June 2002
Burlington Coat Factory 1993 - 1998
Skills
Place trade requests, Submit Trouble Tickets, Floor Support, Verify Loan Documents, Sales Management, Team Management, Telecommunications, Troubleshooting, Teaching, Customer Service, Annuities, Fixed Annuities, Sales Support, Document Management, Lotus Notes, Siebel, Access, PowerPoint, Outlook, AS400, Word, Wireless, Desktop Support, Web Applications, Website Support, Retail Management, Remedy, Client Service, Retail, Inventory Management, Account Management, Microsoft Excel, Recruiting, Human Resources, Customer Retention, Time Management, Process Improvement, Technical Support, Microsoft Office, Marketing, Employee Relations, Microsoft Word, Leadership, Sales Operations, Team Leadership, BMC Remedy, Call Centers, Project Management, Training, Team Building
Education
American Management Assoc 1992 — 1994
B.C.C - Certificate, Management Development
Bergen Community College 1984 — 1990
A.A, Journalism
Felician College
Bachelor of Arts (B.A.), Project Management
AXA Equitable May 2002 - Present
SALOMON SMITH BARNEY September 1999 - May 2002
Salomon Smith Barney June 1998 - March 2002
SALOMON SMITH BARNEY June 1998 - September 1999
Skills
Financial Services, Insurance, Relationship Management, PeopleSoft, Fixed Annuities, Outlook, Retirement Planning, Wealth Management
Education
Baruch College
BA, Corporate Communications
Borough of Manhattan Community College
AA, Liberal Arts / Business Mgmt.
Grace Institute
Certification, Business & Computer Technologies
AxA Equitable December 2014 - Present
CIT October 2014 - December 2014
United States Security Associates July 2013 - September 2014
Berkeley College April 2013 - July 2013
Walmart Pharmacy August 2012 - March 2013
Crystal Springs Resort March 2009 - June 2010
Skills
Customer Service, Communication, Filing, Research, Customer Retention, Leadership Development, Organizational..., Leadership, Microsoft Office, Training, Teamwork, Time Management, Public Speaking, Sales, Marketing, Account Reconciliation
Education
Berkeley College-Woodland Park 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Berkeley College
Bachelor's degree, Business Administration, Management and Operations
AXA Equitable 1997 - 2008
Interfaith, Inc. 1987 - 1997
Skills
Insurance, Retirement, Financial Services, Life Insurance, Microsoft Office, Microsoft Excel, Office Management, Bookkeeping, Accounts Payable, Payroll, Payroll Taxes, Integration Testing, Affordable Housing, Customer Service, Process Improvement
Education
Belmont Abbey College
Accounting
Accenture 2012 - Present
New York City Department of Environmental Protection 2006 - 2012
Private Medical Practice 2005 - 2010
AXA Equitable 2002 - 2005
Walker Zanger 1999 - 2000
Skills
Business Analysis, Financial Analysis, Financial Modeling, Analysis, Business Strategy, IT Strategy, Data Analysis, Strategy, Business Process..., Management Consulting, Program Management, Cross-functional Team..., Analytics, Management, Consulting, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, Marketing, Social Impact & Innovation, Graduation with Distinction
Bates College
Bachelor of Science
Xerox March 2013 - Present
Quidsi Inc. August 2009 - February 2013
The Cheesecake Factory March 2005 - May 2009
AXA Equitable November 2007 - July 2008
Cingular Wireless March 2005 - September 2006
Chrysler Plymouth February 1999 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Retail, Social Media, Time Management, Pensions, 401k, Access, Leadership, Teamwork
Education
Bergen Community College
Computer learning Center
AXA Equitable
Skills
SDLC, Requirements Gathering, Vendor Management, Requirements Analysis, Business Analysis, SQL, Business Process..., Data Governance, Software Project..., Visio, Project Portfolio..., Business Requirements, Data Warehousing, User Acceptance Testing, Enterprise Architecture, Systems Analysis, IT Strategy
Education
Bentley College
B.S. Computer Systems, AAS - Accounting, Computer, Accounting
Rhinebeck Central High School
Barclays April 2015 - Present
AXA US May 2010 - April 2015
AXA Equitable September 2008 - May 2010
JPMorgan Chase November 2007 - September 2008
BNY Mellon May 2006 - November 2007
Century 21 Department Stores June 2004 - May 2006
Skills
Innovative, Detail Oriented, Microsoft Excel, Financial Services, Microsoft Word, Creative Problem Solving, PeopleSoft, FINRA, Fluent Spanish, Creative Services, Data Entry, Outlook, Event Planning, Management, Customer Service, Organizational..., SIRCON, Strategic Planning, Microsoft Publisher, Process Improvement, Eye for Details, Adobe Acrobat, Social Media, Styling, Social Networking, Analytics, Cross-functional Team..., AML, Motivated self-starter, MS Word, MS Excel, MS..., MS Outlook, Communication, Highly Organized, MS Publisher, Access, Investments
Education
Baruch College 2004 — 2008
Bachelor's Degree
High School of Telecommunications, Arts, & Technology 2001 — 2004
High School Diploma
AXA Equitable 2000 - 2013
AXA Equitable 2000 - 2013
AXA Equitable 1988 - 2000
JCPenney September 1984 - March 1988
Skills
Web Content Management, HTML, XML, Microsoft SQL Server, JavaScript, SDLC, Interwoven Teamsite, Software Documentation, Testing
Education
City University of New York-Baruch College
BBA in Computer Science
Mercer March 2015 - Present
AXA Equitable April 2010 - Present
AXA Equitable November 2008 - April 2010
AXA Equitable October 2005 - November 2008
Mount Sinai School of Medicine May 2003 - October 2005
Grotta, Glassman & Hoffman August 1999 - May 2003
Wiggin & Dana 1997 - 2000
Skills
Employee Relations, Succession Planning, Employment Law, Performance Management, Employee Benefits, Employee Engagement, Employee Training, Strategic Human..., analytics, Digital Marketing, Organizational..., Organizational Design, Compensation Structures, Change Management, Compensation & Benefits..., Executive Coaching, Executive Development, Recruiting, Analytics, Financial Services, Human Resources, Leadership, Strategy, Talent Management
Education
The University of Connecticut School of Law 1993 — 1996
JD, Cum Laude
Barnard College 1989 — 1992
BA, History, Cum Laude
Hall High School 1984 — 1988
AXA US November 2012 - Present
AXA US 2006 - November 2012
AXA Equitable 2004 - 2006
AXA Equitable 2000 - 2004
Chase Bank 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Vendor Management, SDLC, Business Analysis, Process Improvement, Business Process..., Risk Management, IT Strategy, Resource Management, Project Management, Financial Services, Program Management, PMO, Change Management, Software Project..., Project Portfolio..., Analysis, Management, Leadership, PMP, Business Process, Governance, Integration, Requirements Analysis, Project Planning, IT Management, Outsourcing, Information Technology, CMMI, Business Intelligence, Enterprise Architecture, Visio, Requirements Gathering, Enterprise Software, Project Delivery, Business Requirements, Strategic Planning, Solution Architecture, CRM, Systems Analysis
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Finance and Investments
Queens College 1994 — 1997
BS, Computer Science
First Data Corporation August 2012 - 2014
NYC HHC July 2011 - March 2012
AXA Equitable January 2001 - April 2011
Accenture June 1996 - January 2001
Skills
SDLC, CMMI, Risk Management, Resource Management, Information Technology, PMO, PMP, Project Portfolio..., PMBOK, PMI, Project Delivery, Software Project..., Enterprise Architecture, IT Strategy
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, Accounting
AXA Equitable October 2013 - Present
XL Group plc February 2012 - October 2013
Jane Street Capital November 2010 - August 2011
The Atlantic Group June 2010 - November 2010
Skills
Financial Modeling, Risk Management, Insurance, ALM, VBA, Actuarial Science, Valuation, Investments, Data Analysis, Access, Derivatives, Finance, Financial Risk, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments; Mathematics
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
FactSet July 2014 - Present
AXA Equitable June 2013 - August 2013
Education
Bentley University 2010 — 2014
Finance
New Milford High School 2006 — 2010
AXA Equitable December 2014 - Present
AXA Financial April 2010 - Present
Skills
Software Development, SDLC, Vendor Management, Project Portfolio..., PMO, Business Analysis, Software Project..., PMP, Project Management, Visio, IT Strategy, Program Management
Education
City University of New York-Baruch College 1992 — 1996
Bachelor of Arts (BA), Corporate Communications
Systems Alliance Inc 2004 - Present
Technology Management Solutions, LLC 2001 - 2004
Cap Gemini Ernst & Young 1998 - 2001
Perot Systems Inc 1997 - 1998
Gemini Consulting 1992 - 1997
AXA Equitable 1974 - 1992
Skills
IT Strategy, Process Improvement, Consulting, Information Technology, Enterprise Software, Program Management, SDLC, Professional Services, Cloud Computing, Integration, Business Process, SaaS, Outsourcing, Disaster Recovery, Project Management, Strategic Consulting, Business Transformation, Vendor Management, Requirements Analysis, Business Development, Data Center, Business Process..., Business Intelligence, Change Management, Product Management, IT Management, Analytics, Leadership, Managed Services, Software Project..., Solution Architecture, Organizational Design, Software Development, Databases, CRM, Project Portfolio..., Pre-sales, Business Strategy, PMP, Agile Methodologies, PMO, Strategy, Management, Virtualization, Team Leadership, Solution Selling, Financial Services, Security, Governance, Big Data
Education
City University of New York-Baruch College
MBA, Management Science
City University of New York-Baruch College
BBA, Statistics
AXA Equitable July 2013 - Present
AXA Equitable June 2012 - June 2013
Baruch College August 2010 - May 2012
Starr Career Development Center, Baruch College August 2010 - May 2012
Baruch College December 2010 - August 2011
Sigma Alpha Delta Honor Society January 2011 - May 2011
Committee for Hispanic Children and Families July 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Outlook, Facebook, Spanish, Social Media, Public Speaking, Access, Event Planning, PeopleSoft, Resume Writing, Nonprofits, Recruiting, Training, Analysis, Photoshop
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, International Business
Cornell University ILR School 2013 — 2014
Human Resource Management Certificate, Human Resources
AXA Equitable September 2012 - Present
Comprehensive Professional Systems, Inc. June 2009 - July 2012
Skills
Access, VBA, Excel, Statistics, Visual Basic, SAS, Corporate Finance, Budgets, Forecasting, Financial Modeling, Microsoft Excel, Russian, Healthcare
Education
Baruch College 2006 — 2010
BA, Actuarial Science
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2015 - Present
WEBIT Services January 2015 - April 2015
STA Group, LLC February 2012 - December 2014
Illinois House of Representatives January 2011 - December 2012
Loaves & Fishes Community Pantry September 2009 - November 2010
Fiserv September 2007 - August 2009
Country Insurance & Financial Services October 2006 - June 2007
AXA Equitable October 2005 - April 2006
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 1999 - September 2005
Skills
Non-profits, Strategic Planning, Business Analysis, Fundraising, Project Management, Community Outreach, Marketing, Program Management, Nonprofits, Management, Team Building, Leadership, Training, Strategy, Project Planning, Coaching, Budgets, Data Analysis, Process Improvement, Business Process..., Change Management, Management Consulting, Team Leadership, Cross-functional Team..., Analysis, Risk Management
Education
Benedictine University 2014 — 2017
Master's Degree
Northern Illinois University 1994 — 1999
Bachelor of Arts (BA)
NBTY January 2015 - Present
NBTY January 2013 - Present
NBTY October 2011 - January 2013
EmblemHealth 2005 - 2011
Citigroup August 2004 - October 2005
AXA Equitable 2000 - 2004
Morgan Stanley August 1998 - August 2000
Estee Lauder April 1997 - August 1998
Wall Street Systems September 1995 - April 1997
Chemical Bank 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA, Industrial/Organizational Psychology
New York University 1990 — 1995
BS, Applied Psychology
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
Charlotte, NC 2013 - Present
AXA Equitable 2007 - 2012
AXA Equitable 1998 - 2007
Skills
Issue Research, Analytics, Policy Research, Microsoft Office, Microsoft Excel, Microsoft Word, Windows 7, Lotus Notes, Access, Analytical Skills, PowerPoint, Advanced in research, Microfilm/Microfiche, Problem identification..., Response Creation, End-to-End Case Control, Document Retrieval, Departmental Training, Team Meeting..., Research, Insurance, Call Centers, Training, Banking, Customer Service, Financial Services, Process Improvement
Education
Belmont Abbey College 2011 — 2012
Bachelor of Arts (B.A.), Business Management, Magna Cum Laude, 3.82/4.0 Magna Cum Laude
North Carolina Agricultural and Technical State University
Morgan Stanley Wealth Management 2010 - 2014
AXA Equitable January 2009 - December 2009
AXA Equitable June 2004 - January 2009
MONY April 2002 - June 2004
March of Dimes 2000 - 2002
MetLife 1986 - 1998
Manufacturer's Hanover 1986 - 1987
Mallory Factor 1984 - 1986
Skills
Digital Marketing, Integrated Marketing, High Net Worth Marketing, Marketing Strategy, Lead Generation, Marketing, Events Management, Product Marketing, Market Planning, Team Building, Communication, Strategy, Segmentation, Management, Financial Services, Marketing Communications, B2B, Change Management, Event Management, Training, Public Relations, Leadership, Executive Management, Direct Marketing, Strategic Communications, Customer Acquisition, Loyalty Programs, Process Improvement, Strategic Planning, Internal Communications, Customer Retention, Program Management, Sales, Direct Mail, Start-ups, Experiential Marketing, Branding, Customer Segmentation, Customer Relationship..., Affinity Marketing, Sales Force and..., Creative, Team Development
Education
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Management
Queens College
BA, Communications/Pol. Sci.
TIAA-CREF April 2010 - Present
The Cooper Group June 2009 - March 2010
AXA Equitable April 2007 - May 2009
New York Life June 1999 - April 2007
WPG Design Group July 1995 - May 1999
Brennan Beer Gorman / Architects October 1992 - July 1995
Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Lead Generation, Business Development, Project Management
Education
St. Joseph's College (NY) 2012 — 2015
Executive MBA, Marketing/Marketing Management, General, 3.9
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Marketing/Advertising
Baruch College June 2008 - August 2009
Axa Equitable June 2008 - June 2009
Skills
Marketing Communications, CRM, Community Outreach, Financial Modeling, Business Strategy, Corporate Finance, Customer Service, Asset Management, Equities, Financial Services, Public Speaking, PowerPoint, Statistics, Sales Management, Valuation, Investment Banking, Wealth Management, Analysis, Securities, Mutual Funds, Higher Education, Financial Reporting, Bloomberg, Microsoft Excel, Microsoft Office, Data Analysis, Finance, Social Media Marketing, Online Social Networking, Creative Writing, Leadership
Education
Baruch College, City University of New York (CUNY)
Finance and Investments, Economics, Senior
Diligently Searching For Work Now (DSFWN) Compliance Client OnBoarding - CIB MSFTA GroupJPMorgan ChaseApril 2014 - December 2014
AXA Equitable February 2000 - October 2013
AXA Equitable June 2007 - July 2008
AXA Equitable March 2006 - July 2007
AXA Equitable March 2006 - July 2007
TD Ameritrade April 1994 - March 2000
Skills
Alternative Investments, Series 7, Securities, Financial Services, Mutual Funds, Hedge Funds, Series 63, Finance, Investments, Brokerage, Investment Strategies, Financial Goals, Options, Licensing, Multilingual, Wealth Management, Suitability Analysis, Document Review, Due Diligence, Equities, Asset Management, Fixed Income, FINRA, Retirement Planning, Review and Approve..., Brokerage Licensing..., Brokerage Due Diligence, Review Financial Plans, Review Collateral..., Review Structure..., Pershing, Fidelity,..., Series 24, Investment Advisory, Pensions, Asset Allocation, Banking, Management, Bloomberg, Private Banking, AML, Prime Brokerage, Risk Management, Microsoft Excel, Leadership, Credit, Middle Office, Trading, Customer Service, Microsoft Office, Root Cause Analysis...
Education
Utica College 2014 — 2014
"Currently Attending", Economic Crimes With Cyber/Computer Forensics and Counterterrorism, "Currently Attending"
City University of New York-Baruch College 1996 — 2002
B.S., Finance & International Economics
Borough of Manhattan Community College 1991 — 1994
Associate, Banking & Finance
University of Pittsburgh 1988 — 1991
N/A, Finance
Symphony Health Solutions December 2014 - September 2015
Sotheby's August 1998 - September 2014
AXA Equitable January 1995 - August 1998
Moody's Investors Service January 1994 - January 1995
Golden Financial Group June 1990 - January 1993
Skills
SQL, Requirements Analysis, Business Analysis, Oracle, Business Intelligence, Databases, Data Warehousing, Microsoft SQL Server, Data Modeling, Project Management, Agile Methodologies, HTML, Database Design, PL/SQL, Management, Visio, SDLC, Software Development, Visual Basic, ETL, ABAP, Data Migration, Requirements Gathering, SAP, SAP BW, Microsoft Excel, Performance Tuning, Software Documentation, Business Requirements, Program Management, IT Strategy, VBA, SQL Tuning, Testing, Access, CRM, SAP BI, Agile Project Management, Data Analysis, General Business..., Agile, SAP R/3, BEx Analyzer, BEx Reporting, Sports Coaching, Disaster Recovery, ABAP Objects, Database Modeling, Erwin, Unix
Education
City University of New York-Baruch College 1985 — 1990
Bachelor of Business Administration (B.B.A.), Computer Systems Analysis
Leisure Pass North America March 2014 - August 2015
Leisure Pass North America October 2013 - March 2014
Baohaus March 2013 - September 2013
Bullfrog & Baum January 2013 - April 2013
Bullfrog & Baum June 2012 - September 2012
Agata & Valentina February 2012 - May 2012
Spring O'Brien October 2011 - March 2012
Affinity Solutions March 2011 - October 2011
AXA Equitable February 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Teamwork, Cision, Media Relations, Digital Media, Pitch Letters, Compete.com, Facebook, Outlook, Marketing, Social Networking, Event Planning, Social Media Marketing
Education
Baruch College, City University of New York (CUNY) 2007 — 2013
Bachelor of Arts (BA), Corporate Communications
NYU School of Professional Studies
Certificate in Digital Imaging and Photography, expected 2015
Mommy on a Mission October 2014 - Present
Unilever April 2013 - Present
Hertz Corporation April 2012 - April 2013
TD Ameritrade January 2010 - April 2012
AXA Equitable June 2007 - January 2010
PROSKAUER ROSE, LLP January 2004 - June 2007
Skills
Vendor Management, Spend Analysis, Project Management, Market Analysis, Strategic Sourcing, Ariba, Contract Negotiation, Procurement, Negotiation, Outsourcing, Sourcing, Supply Management, Process Improvement, Global Sourcing, RFP, Contract Management, Purchasing, E-procurement, Vendor Relationships, Change Management, Oracle Applications, Supplier Evaluation, Purchase Recommendations, Advertising, Marketing, Corporate Communications, Event Management, Relationship Management, Cross-functional Team..., SAP, Supplier Diversity, Diversity & Inclusion, Communication, Professional Services, Facilities Management, Corporate Real Estate, IT Sourcing, Software, Hardware, Supplier Negotiation, Management, Supply Chain, Analysis, Supplier Development, eSourcing
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BA, Corporate Communications
Avenue M Management Corp January 2009 - Present
Options Group October 2009 - June 2011
Magic Works LLC 2008 - 2009
Algo Engineering LLC 2008 - 2009
AXA Equitable 2007 - 2008
Skills
Business Analysis, Business Development, Electronic Trading, Hedge Funds, Investment Banking, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
Oregon State University
Computer Science, Computer Software Engineering
Ten Mile Press January 2002 - Present
Ashley Furniture Homestores July 2014 - October 2014
The Hideaway January 2014 - March 2014
King Street Restaurant & Bar June 2013 - March 2014
Bissell House June 2013 - March 2014
Cellar Door Bistro February 2012 - November 2012
MTK Tavern April 2012 - September 2012
Glenmere Mansion May 2011 - November 2011
The Powelton Club August 2011 - October 2011
AXA Equitable April 1999 - December 2001
Skills
Published Author, Creative Writing, Social Media, Blogging, Editing, Non-fiction, Fiction, Business Requirements, Business Analysis, Requirements Gathering, Business Process..., Business Writing, Research, Business Process..., Literature Reviews, Self-publishing, Book Writing, Fiction Writing, Novels, Speculative Fiction, Science Fiction, Bartending, Bar Management, Wine Lists, Cocktails, Spirits, Craft Beer, Guerrilla Marketing, Word Of Mouth Marketing, Microblogging, Restaurant Management
Education
The American College 1995 — 1999
CLU, ChFC, insurance, financial planning
Baruch College, City University of New York (CUNY) 1985 — 1987
MBA, Organizational Psychology
The Wine School at Windows on the World 1983 — 1984
City University of New York - York College
BA, Psychology
Starnes, LLC. January 1994 - Present
AXA Equitable December 1989 - November 1990
Shoney's, Inc. June 1982 - November 1989
Skills
Food Service, Franchising, Restaurants, Sales, Multi-unit, Food & Beverage, Franchise Consulting, Restaurant Management, Food, Profit, Team Building, Hiring, Inventory Management, Leadership, Customer Satisfaction, Food Safety, Income Statement, P&L, P&L Management, New Restaurant Openings, Hospitality, Catering, Process Scheduler, Menu Development, Negotiation, Marketing Strategy, Retail, Culinary Skills
Education
Belmont University 1979 — 1980
BBA, MANAGMENT
Cumberland University 1978 — 1979
AA
Columbia University in the City of New York March 2014 - Present
Columbia University January 2012 - Present
Ports America April 2003 - November 2011
Little Scoops January 2007 - March 2010
Fortis Investments January 2002 - April 2003
PwC July 2000 - December 2002
New York Presbyterian Hospital November 1999 - July 2000
AXA Equitable August 1996 - December 1999
Skills
Budgets, Customer Service, Deferred Compensation, Defined Benefit, ERISA, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Payroll, PeopleSoft, Performance Management, Personnel Management, Recruiting, System Administration, Training
Education
Columbia University in the City of New York
Master's Degree, Strategic Communications
City University of New York-Baruch College 1988 — 1993
Bachelor's Degree, Business Communications, 3.5
The Mary Louis Academy 1984 — 1988
High School, Academics
AIG December 2014 - Present
AXA Equitable January 2014 - November 2014
MetLife Investors September 2001 - December 2013
CitiStreet May 1996 - September 2001
United Jersey Bank June 1993 - May 1996
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Public Speaking, Sales Presentations, 401k Rollovers, IRAs, Guaranteed Lifetime..., 401k, Series 6, Series 63, Life & Health Insurance..., Insurance, Investments, Roth IRA, Income Protection, Series 7, Retirement
Education
Belmont Abbey College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
AXA Equitable January 2007 - Present
GHI January 1997 - January 2007
Skills
Financial Analysis, Risk Management, Insurance, Life Insurance, Reinsurance, Accounting, Process Improvement, Financial Risk, Enterprise Risk..., Health Insurance, Strategic Financial..., Financial Services
Education
Baruch College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
AXA Equitable January 2014 - Present
AXA Equitable August 2011 - Present
AXA Equitable December 2007 - August 2011
AXA Equitable February 2006 - January 2008
AXA Equitable December 2000 - February 2006
GKN Securities 1996 - 2000
Skills
Series 7, Series 24, Series 63, Six Sigma, Project Delivery, Project Execution, PMP
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
MBA, Management
James Madison University 1990 — 1994
BBA, Management
AXA Advisors, LLC August 2013 - Present
VALIC October 2011 - August 2013
AXA-Equitable 2007 - 2010
AXA EQUITABLE 2002 - 2006
AXA Equitable 1999 - 2002
AXA EQUITABLE 1997 - 1999
AXA Equitable 1994 - 1996
AXA EQUITABLE 1991 - 1994
AXA Equitable 1990 - 1991
Aetna Life & Casualty 1987 - 1990
Skills
Strategic Financial..., Life Insurance, Selling Skills, Training, Management Development, Employee Benefits, Product Development, Insurance, Series 7, Retirement Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Estate Planning, 401k, Relationship Management
Education
Baylor University 1973 — 1977
BA, Managment, Marketing
Hillcrest High School 1970 — 1973
Rapid Ratings International October 2014 - Present
Rapid Ratings International October 2013 - October 2014
StoneCastle Partners November 2011 - April 2013
AXA Equitable June 2011 - September 2011
Westminster Financial June 2010 - May 2011
Education
Bentley University 2007 — 2010
Bachelor of Science, Finance
USDA March 2011 - January 2012
CU Foundation June 2008 - June 2009
Motorola Inc January 2003 - April 2008
CyberShop January 2000 - January 2003
IBM Global Process Services January 1997 - April 1999
AXA Equitable January 1985 - February 1992
Skills
Perl Script, Oracle SQL, Development, Toad, Business Intelligence, Data Modeling, Solaris, Java, PL SQL, Unix Shell Scripting, Oracle, Enterprise Architecture, SDLC, Visual Basic, COBOL
Education
Oracle 2009 — 2011
OCA and OCP certifications, Oracle DBA
Regis University 2000 — 2002
MS, Information Technology
Baruch College
Bachelor's degree, Management, 3.7
Healthfirst January 2015 - Present
AXA US March 2013 - May 2014
AXA Equitable November 2007 - February 2013
Guardian Life Insurance Company 2002 - 2005
Pacific Life Insurance Company 1997 - 2001
Skills
Team Leadership, Internal Communications, Technical Communication, Business Analysis, Requirements Analysis, Software Quality..., Business Process..., Teaching/mentoring, Product Launches, Writing Skills, Process Consulting, Mathematics, Product Launch, Strategy, Analysis, Requirements Gathering, Business Requirements, Insurance, Project Management, Testing, Quality Assurance, Vendor Management, Leadership, Visio, Process Improvement
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management
Beijing Technology and Business University 2005 — 2006
Business Administration
Alliance Francaise 2001 — 2001
Diploma of French Language 1st degree; A1 through A4, French Studies
University of California, Santa Barbara 1992 — 1997
B/A, Ecomomics/Mathematics; Minor in Statistical Sciences
Houlihan Lokey November 2014 - Present
Houlihan Lokey October 2013 - November 2014
MetLife September 2011 - September 2013
MetLife January 2010 - September 2011
AXA Equitable August 2007 - January 2010
NYSE Regulation July 2005 - August 2007
Office of Thrift Supervision June 2003 - December 2004
Skills
Series 24, Series 7, Compliance Testing, Policy, Investment Advisory, Equities, Finance, Auditing, Broker-Dealer, Analysis, Microsoft Excel, Compliance, Developing Testing..., 206(4)-7 testing, Development Of Policies, Code of Ethics, Personnel Management, Series 27, Employee Personal..., Series 66, 3012, Implementation Of..., Surveillance, Investment Advisory..., Sungard Prosurv, Sungard Personal..., StarCompliance
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Leadership / Change Management & Finance
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance & Investments
Morgan Stanley January 2012 - October 2013
AXA Equitable January 2011 - December 2011
AXA Equitable October 2007 - December 2010
AXA Equitable May 2007 - October 2007
AXA Equitable January 2007 - May 2007
Pfizer July 2004 - February 2005
Avon July 2000 - July 2004
Deloitte & Touche LLP September 1998 - July 2000
Skills
Strategic Planning, Strategy Implementation, Change Management, Risk Assessment, Internal Audit, Audit Practices, Quality Assurance, Operations Management, Analysis and Reporting, Practices, Management, Analysis, Risk Management, Leadership, Finance, Financial Risk, Sarbanes-Oxley, Auditing, Strategy, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration, Accounting
AXA Equitable October 1977 - Present
Sonnenschein Nath & Rosenthal LLP April 1973 - August 1977
Skills
401k, Retirement Planning, Profit Sharing, Pensions, Retirement Plan..., Defined Benefit, Employee Benefits, ERISA, ERISA Fee Disclosure, Defined Contribution, Financial Services, Fixed Annuities, Insurance, Investments
Education
Beloit College 1967 — 1971
B.A., American Government
Deutsche Bank 2015 - Present
BNP Paribas 2014 - 2015
HSBC Capital Market 2010 - 2014
HSBC Capital Market 2010 - 2014
Morgan Stanley 2008 - November 2010
Bear Stearns 2006 - 2008
AXA Equitable 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
Skills
Capital Markets, Equities
Education
Immaculate
Baruch College, City University of New York (CUNY) 2002 — 2006
Elizabeth Arden October 2014 - Present
Reckitt Benckiser April 2013 - September 2014
Procter & Gamble October 2012 - March 2013
Procter & Gamble August 2010 - October 2012
Clarins 2010 - July 2010
Procter & Gamble January 2009 - August 2009
Guardian (Park Avenue Securities) July 2007 - August 2008
AXA Equitable June 2006 - August 2006
CIT July 2005 - August 2005
Skills
Customer Insight, Digital Marketing, Brand Management, Digital Strategy, Consumer Products, Social Media Marketing, Analytics, Media Planning, Brand Awareness, Marketing, Digital Media, Online Advertising, Social Media, Media Buying, Marketing Strategy, Brand Development, Competitive Analysis, Integrated Marketing, Market Research, Marketing Communications, Marketing Management, Marketing Research, Mobile Marketing, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MBA, Marketing
Bentley University 2003 — 2007
BS, Marketing, Sociology
AXA Equitable April 2010 - Present
Raytheon September 2008 - December 2009
Delos Insurance Company May 2009 - August 2009
Skills
VBA, Financial Analysis, Actuarial Science
Education
Bentley University 2006 — 2010
Finance, Minor: Mathematics
Prudential Financial March 2014 - Present
Federal Reserve Bank of New York July 2013 - November 2013
Neuberger Berman July 2010 - March 2013
Horizon Blue Cross Blue Shield of NJ November 2007 - March 2010
AXA Equitable April 2000 - May 2007
McKinsey & Company October 1997 - April 2000
KRYSTALTECH, INC October 1993 - October 1997
Skills
Strategic Sourcing, Vendor Management, Sourcing, Procurement, Process Improvement, Negotiation, Global Sourcing, Purchasing, Forecasting, Contract Negotiation, SAP, Business Strategy, Outsourcing, Management, Cross-functional Team..., Supply Chain Management, Sales, Budgets, Six Sigma, Product Development, Business Analysis, Strategy, Pricing, Leadership, Project Management, Contract Management, Business Process, Manufacturing, Supply Chain, Analysis, IT Management, Business Process..., Telecommunications, Change Management, Human Resources, Software Documentation, RFP, CRM, Spend Analysis, Team Building, Team Leadership, B2B
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, International Marketing
Queens College 1988 — 1990
Citi October 2013 - Present
Citi September 2011 - October 2013
Deutsche Bank January 2011 - September 2011
AXA Equitable September 2008 - January 2011
Morgan Stanley August 2007 - May 2008
Morgan Stanley August 2006 - August 2007
Baruch College January 2004 - May 2006
Credit Suisse May 2005 - August 2005
Skills
Training, Organizational..., Team Building, Public Speaking, E-Learning, PeopleSoft, Talent Management, Microsoft Office, New Hire Orientations, Editing, Employee Engagement, Leadership Development, Change Management, Instructional Design, HRIS, Workshop Facilitation, Coaching, Needs Analysis
Education
Teachers College, Columbia University 2009 — 2011
Master of Arts, Adult Learning and Leadership
Baruch College, City University of New York (CUNY) 2002 — 2006
B.B.A., Industrial & Organizational Psychology
Bloomberg September 2005 - Present
AXA Equitable January 2004 - August 2005
Skills
Fixed Income, Equities, Financial Markets, Bloomberg Terminal, Capital Markets, New Business Development, Sales Management, Electronic Trading, Bloomberg, Hedge Funds, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), International Marketing
TIAA-CREF September 1993 - Present
AXA Equitable February 1989 - September 1993
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Science
Business
Deutsche Bank March 2014 - Present
AXA Equitable March 2009 - November 2013
Morgan Stanley March 2000 - February 2009
Smith Barney 1998 - 2000
Skills
Cash Management, Derivatives, Money Market, Optimization, Swaps, Structured Products, Commodities, Options, Treasury Management, General Ledger, Financial Reporting, Risk Management, Accounts Payable, Accounts Receivable, Equity Derivatives, Accounting, Banking, Interest Rate..., Investment Banking, Transaction Banking, Corporate Treasury, Banking Relationships, Payments
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
athenahealth May 2014 - Present
Boston Medical Center June 2013 - March 2014
Newton-Wellesley Hospital September 2011 - June 2013
Newton-Wellesley Hospital September 2008 - September 2011
Newton-Wellesley Hospital June 2008 - August 2008
WTAS August 2007 - May 2008
AXA Equitable 2004 - 2005
Skills
Process Improvement, Non-profits, Budgets, Access, Microsoft Excel, Healthcare, Data Analysis, Healthcare Management, Hospitals, Financial Reporting, Finance, Statistics, Financial Modeling, Analysis, Business Intelligence, Strategy, Databases
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Boston College 2003 — 2007
Accounting & Marketing
Bronx High School of Science
FSG Consultants 2015 - Present
AXA Equitable March 2005 - May 2015
AXA Equitable December 2003 - March 2005
Skills
AML, Equities, Mutual Funds, Fraud Detection, Surveillance, Internal Investigations, Operational Risk, Risk Assessment, Series 63, Operational Risk..., Series 7, Series 24, FINRA, Securities, KYC, Bank Secrecy Act, Financial Services, OFAC, USA PATRIOT Act, Fraud, Insurance, Investments, Financial Risk, Due Diligence, Banking, Investigation, Internal Audit, Anti Money Laundering
Education
Bellevue University 2008 — 2012
Bachelors of Science, Investigations, 3.66 Currently
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2009 - January 2013
AXA Equitable April 2009 - October 2009
AXA Equitable October 2008 - April 2009
Fidelity Investments November 2003 - October 2008
Fidelity Investments February 2003 - November 2003
Fidelity Investments April 2002 - December 2002
Skills
Financial Analysis, Process Improvement, Business Analysis, Forecasting, Financial Reporting, Analysis, Budgets, Strategy, Project Management, Management, Business Strategy, Corporate Finance, Six Sigma, Internal Controls, Finance, Mutual Funds, Securities, Financial Services, Business Planning, Strategic Financial..., Managerial Finance, Essbase, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
M.B.A., Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Computer Information Systems, Finance
AXA Tech January 1995 - Present
AXA Equitable 1980 - Present
Education
Baruch College, City University of New York (CUNY) 1970 — 1971
AXA Distributors 2008 - Present
AXA Equitable March 2001 - Present
Alliance Bernstein 1995 - 1998
Skills
Asset Management, Financial Advisory, IRAs, Investment Strategies, Long-term Care, Separately Managed..., Series 24, Series 65, Uniform Combined State..., Wealth Management, Variable Annuities, Retirement Planning, Wealth Management..., Mutual Funds, Investments, Retirement, Financial Services, Fixed Annuities, Series 6, Insurance, Asset Allocation, Series 63
Education
Bergen Community College 1993 — 1996
AXA Equitable 2009 - Present
Source Access, Inc. 2002 - Present
Academy for Creative Learning 1999 - Present
Skills
Insurance
Education
Baylor University - Hankamer School of Business 1984 — 1986
MetLife January 2012 - Present
Citi May 2010 - December 2011
AIG Investments 2008 - 2008
AXA Equitable 2000 - 2008
AXA Equitable Life Insurance Company 2000 - 2007
MetLife 1997 - 2000
Skills
Financial Services, Risk Management, Banking, Portfolio Management, Financial Analysis, Vendor Management, Insurance, Strategic Financial..., Business Analysis, Business Process..., IT Strategy, SDLC, Process Improvement, Financial Modeling, Financial Reporting, Budgets, Governance, Management, Project Portfolio..., Leadership, PMO, Analysis, Mergers & Acquisitions, Strategy, Financial Risk, Enterprise Risk..., Executive Management, Sarbanes-Oxley Act, Business Process, Change Management, Managerial Finance, Outsourcing, Relationship Management, Requirements Gathering, Business Process..., Cash Management, Cross-functional Team..., Resource Management, Business Intelligence, Program Management, CRM, Enterprise Architecture, IT Management, Project Delivery, PMP, Software Project..., Requirements Analysis, Information Technology
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
MBA, Accountancy
Great Neck South Senior High School
Great Neck South Senior High School
Great Neck South Senior High School
Great Neck South Senior High School
The University of Connecticut
Biochemistry
University of Michigan
Bachelor of Science, Zoology
FINRA (Financial Industry Regulatory Authority) March 2011 - Present
AXA Equitable August 2007 - March 2011
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Reporting, SEC filings, Financial Risk, Accounting, Risk Management, Due Diligence, Operational Risk..., Enterprise Risk..., Securities Regulation, Broker-Dealer, Corporate Finance, Financial Services, Account Reconciliation, Financial Audits, Securities, CPA, FINRA, SAS70
Education
City University of New York-Baruch College 2005 — 2007
Bachelor's degree, Accounting
AXA January 2015 - July 2015
AXA Equitable October 2013 - December 2014
John Hancock September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - September 2011
Skills
Fund Administration, Mutual Funds, Investments, Financial Analysis, Bloomberg, Securities, Financial Services, Equities, Bank Reconciliation, Supervisory Experience, Budget Process, Regulatory Filings, External Audit, Procedure Development, Process Improvement, Flux Analysis, Pivot Tables
Education
Bentley College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Academy of Notre Dame 1996 — 1999
High School
AXA Equitable February 1995 - Present
Coopers & Lybrand 1991 - 1995
Skills
Insurance, Financial Analysis
Education
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
ADP August 2013 - Present
AXA Equitable November 2006 - April 2013
AXA Equitable April 2005 - November 2006
AXA Equitable June 2000 - April 2005
Skills
Financial Services, Business Analysis, Insurance, Vendor Management, Process Improvement, SDLC, Customer Service, Microsoft Excel, Microsoft Office, Invoice Verification, Sales, Call Centers, Risk Management
Education
Bergen Community College
axa-equitable Programmer AnalystMutual Benefit LifeJune 1983 - August 1985
Grand Union March 1980 - June 1983
Skills
SDLC, Systems Analysis, JCL, Vendor Management, Business Analysis, Production Support, Requirements Analysis, Process Improvement, COBOL, Visio, Requirements Gathering, Mainframe, CICS, Testing, DB2, Software Documentation, SQL, User Acceptance Testing, Databases, CMMI, Analysis, TSO, Data Warehousing, Integration, Oracle, Business Process, Data Modeling, PL/SQL, Software Development, Business Requirements, Enterprise Architecture, Software Project..., IT Strategy, PMO, IT Management, Project Portfolio..., SOA, Solution Architecture, PMP, Disaster Recovery, Business Process..., Resource Management, Project Delivery, Websphere, Business Process Design, Agile Project Management, Quality Center, MS Project, Governance, ITIL
Education
Bergen Community College
Associate of Arts and Sciences (AAS), Accounting and Finance
City of Charlotte November 2014 - Present
TIAA-CREF August 2006 - September 2014
TIAA-CREF August 2006 - March 2009
AXA Equitable 2001 - 2006
Skills
Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, GAAP, Sarbanes-Oxley, Financial Risk, COSO, SAS70, IT Audit, CISA, SEC filings, External Audit, Auditing, Financial Analysis, Risk Management
Education
City University of New York-Baruch College 1987 — 1993
BBA, Accounting
AXA US January 2012 - Present
AXA Equitable September 2009 - December 2011
AXA Equitable May 2001 - September 2010
Verizon Telecom 1979 - 2001
Verizon Telecom 1979 - 2001
Skills
Team Leadership, Team Building, Solution Architecture, Service Delivery, Process Improvement, Risk Management, Integration, Resource Management, SDLC, IT Management, Vendor Management, Project Portfolio..., Analysis, Program Management, Software Project..., IT Strategy, Project Management, Relationship Management, Systems Analysis, Business Process..., Outsourcing, Requirements Analysis, Business Analysis, Management, Project Delivery, PMO, Six Sigma, Enterprise Architecture, Operations Management, Strategic Planning, Disaster Recovery, Leadership, Change Management, Strategy, CMMI, Requirements Gathering, Project Planning, Visio, Governance, Quality Assurance, PMP, Business Process, MS Project, Cross-functional Team..., Financial Services, Business Intelligence, CRM, Business Requirements, Insurance, ITIL
Education
City University of New York-Baruch College
MBA
City University of New York-Baruch College
BBA
Prudential Financial March 2015 - Present
Prudential Financial March 2012 - Present
Prudential Financial March 2011 - November 2012
Prudential Financial September 2005 - March 2011
Preferred Pension Planning Corp January 2005 - September 2005
Prudential Financial June 1997 - January 2005
AXA Equitable June 1994 - June 1997
Rogers & Wells May 1993 - July 1994
Economic Growth Group July 1989 - May 1993
Skills
Pensions, Program Management, Project Management, PMP, Business Analysis, Strategic Planning, Employee Benefits, Retirement Planning, Financial Services, Management, Strategy, Vendor Management, Business Process, Training, Investments, Strategic Financial..., Human Resources, Insurance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration, Statistics and Computer Information Systems with minor in Finance
FINRA October 2014 - Present
AXA Equitable July 2012 - October 2014
MorganStanleySmithBarney February 2010 - July 2011
US Trust 2004 - 2008
MONY 2000 - 2004
Prudential Insurance 1996 - 2000
Skills
Investments, Banking, Customer Service, Mutual Funds, Securities, Financial Services, Series 63, Asset Management, Fixed Income, Investment Advisory, FINRA, Equities, Wealth Management, Series 7, Capital Markets, Hedge Funds, Alternative Investments, AML, Asset Allocation, Trading, KYC
Education
Baruch College 1980 — 1984
BBA, Marketing Management
Pacific Life July 2014 - Present
MetLife February 2013 - June 2014
MetLife September 2012 - February 2013
MetLife December 2010 - August 2012
MetLife June 2009 - November 2010
AXA Equitable January 2008 - December 2008
AXA Equitable September 2004 - December 2007
Skills
Insurance, Fixed Annuities, Sales, Territory Management, Sales Force Development, Retirement Planning, Asset Allocation, Mutual Funds, Variable Annuities, Training, Sales Presentations, Investments, SnagIt, Bravo, Presenter, Microsoft Office, Sales Trainings
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Entrepreneurship
AXA Equitable July 1987 - Present
Skills
Project Management, Strategic Planning, Deferred Compensation, Business Process..., Auditing, Sarbanes-Oxley
Education
City University of New York-Baruch College 2000 — 2004
BBA, Computer Information Systems Management
AXA Equitable February 2013 - Present
AXA Equitable May 2010 - January 2013
AXA Equitable August 2005 - May 2010
Smith Barney May 1997 - June 2004
Skills
Insurance, Accounting, Microsoft Excel, Access, Outlook, Budgets, Process Improvement, Accounts Payable, Microsoft Word, PowerPoint, Microsoft Office, Account Management, Invoicing, Teamwork, Building Relationships, Business Strategy, Team Building
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Business Management
Clara Barton High School 1991 — 1994
H.S. Diploma, certificated LPN program
Ritz Law PLLC 2006 - Present
Beach Plum Resort June 2006 - Present
Adam Leitman Bailey, P.C. 2007 - Present
Kronish Lieb Weiner & Hellman LLP 2004 - 2005
Kramer Levin Naftalis & Frankel LLP 1996 - 2004
Kramer Levin Naftalis & Frankel LLP 1995 - 1995
All Building Construction Corp. 1984 - 1988
Swiss Re (North American Reinsurance) 1981 - 1984
AXA Equitable 1979 - 1981
Skills
Real Estate Transactions, Legal Writing, Leases, Real Property, Construction Law, Commercial Leasing, Corporate Law, Condos, Arbitration, Property Law, Commercial Real Estate, Dispute Resolution, Legal Research, Real Estate, Joint Ventures, Intellectual Property, Hotel Management, Resorts
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1996
Juris Doctor (J.D.), Law
Princeton University 1975 — 1980
Syosset
Syosset
Investment Management Group [Baruch College Fund] September 2013 - January 2015
UBS Investment Bank June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
AXA Equitable 2010 - 2012
Skills
Investments, Asset Managment, Valuation, Derivatives, Due Diligence, Strategy, Equities, Series 7, Financial Analysis, Bloomberg, Corporate Finance, Analysis, Asset Management, Equity Research, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.7/4.0
Hunter College Highschool
Stuyvesant Highschool
AXA Equitable 2012 - Present
AXA Equitable 2002 - 2012
AXA Equitable August 2000 - 2002
Skills
Requirements Gathering, Siebel, Systems Analysis, SDLC, Business Analysis, Requirements Analysis, Business Requirements, SOA, Quality Center, User Acceptance Testing, Data Warehousing, Oracle, XML, SQL, DB2, Software Project..., Visio, Enterprise Architecture, Solution Architecture, Salesforce.com..., Agile Methodologies, Scrum
Education
Baruch College 1996 — 2000
Bachelor of Business Administration, Computer Information Systems
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer Information Systems
BGA (Bad Golfers Association) November 2004 - Present
TIAA-CREF 1986 - 2004
AXA Equitable 1964 - 1986
Education
Baylor University 1957 — 1964
BA & MBA, Business
AXA US July 2014 - Present
AXA US June 2009 - Present
AXA Equitable June 2008 - June 2009
Becker Professional Education 2008 - 2009
Skills
Microsoft Excel, Accounting, Financial Analysis, Financial Accounting, Tax, General Ledger, Accounts Receivable, Outlook, Spreadsheets, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Data Analysis, Tax Accounting, Leadership, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA), Accountancy, English, 3.9
SAP June 2014 - Present
B2W Software June 2012 - August 2014
John Hancock Financial Services September 2010 - June 2012
Axa Equitable September 2009 - September 2010
Skills
Salesforce.com, Sales, Business Development, Series 63, CRM, Account Management, Series 7, Investments, Mutual Funds, Project Management, Strategic Planning, Microsoft Excel, Enterprise Software, Mobile Strategy, Solution Selling, Qualifying Prospects, Sales Prospecting, Contract Negotiation, Management, New Business Development, Marketing
Education
Bentley University 2010 — 2013
Master of Business Administration (MBA), Management
Bentley University 2006 — 2009
Bachelor's degree, Finance
Friedland Realty Advisors June 2015 - Present
Macrobond Financial May 2014 - February 2015
JPMorgan Chase March 2013 - 2014
PGi July 2012 - February 2013
State Street Alternative Investment Solutions November 2010 - June 2012
Infovest21 LLC August 2009 - June 2010
AXA Equitable June 2009 - August 2009
Charles P. Rogers Beds 2007 - 2009
UBS September 2008 - December 2008
Skills
Cloud Computing, SaaS, Mobile Devices, Project Management, Salesforce.com, CRM, New Business Development, Business Development, Business Strategy, Networking, Strategic Planning, Account Management, Direct Sales
Education
City University of New York-Baruch College 2006 — 2010
BBA, Economics
AXA US February 2015 - Present
AXA Equitable January 2011 - Present
AXA US February 2014 - January 2015
AXA US October 2011 - December 2013
AXA Equitable April 2011 - December 2013
AXA-Equitable - Retirement Service Solutions February 2004 - October 2011
AXA- Equitable - Momentum Group August 1996 - August 2005
NEW JERSEY JSEEDS February 2003 - May 2004
American Red Cross Bergen Crossroads Chapter June 2001 - December 2001
Contact Hotline May 2001 - October 2001
Skills
FINRA Series 6, Series 6, Retirement, 401k, Process Improvement, Business Process..., Financial Services, Cross-functional Team..., Relationship Management, Retirement Planning, Program Management, Strategy, Business Planning, Leadership, Management, Training, Vendor Management, Business Analysis, Marketing
Education
Montclair State University 1998 — 2001
Humanities, International Studies
Bergen Community College
A.S, Computer Science
Coursera - University of Florida
Coursera - University of San Francisco
MassMutual Financial Group June 2015 - Present
Towers Watson August 2014 - May 2015
Taiping Life Insurance Company, Ltd. December 2012 - August 2014
Conning & Company November 2011 - December 2012
AXA Equitable November 2009 - November 2011
The Hartford May 2008 - November 2009
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2007 - May 2008
Towers Watson (Formerly Tillinghast - Towers Perrin) June 2001 - May 2007
Skills
Actuarial Science, Economic Capital, ALM, Fixed Annuities, Life Insurance, Asset Allocation, Valuation, Actuaries, Insurance, Capital Management, Pricing, Solvency II, Financial Modeling, Financial Risk, Analysis, Fixed Income, Investments, Variable Annuities, Retirement, Embedded Value, Enterprise Risk..., Strategy, Actuarial Consulting, Risk Management
Education
University of Iowa 2000 — 2001
Masters, Actuarial Science, 4.0
Michigan State University 1998 — 1999
Ph.D student, Educational Measurement and Quantitative Methods, 3.86
Beijing Normal University 1990 — 1993
Masters, Educational Psychology
Beijing Normal University 1986 — 1990
Bachelor, Maths
Freedman Meats Inc a Sysco Company September 2010 - Present
AXA Equitable January 2005 - October 2008
Education
Baylor University - Hankamer School of Business 2000 — 2004
Finance, Managment
National Financial Network, LLC August 2013 - Present
Allstate Life Insurance Company of NY March 2006 - December 2012
New York Life Insurance Company December 2002 - December 2005
AXA Advisors July 1995 - December 2002
AXA Equitable October 1982 - July 1995
Skills
Retirement Planning, Annuities, Annuity, Insurance Planning, Strategy, Sales, Insurance, Marketing, Marketing Strategy, Finance, Succession Planning, Forecasting, Brand Development, Brand Management, Recruiting, Strategic Financial..., Series 6, Retirement, Life Insurance, Financial Planners, Fixed Annuities, Risk Management
Education
National Sales & Management Center, Arlington Hts, IL 2007 — 2007
Business/Managerial Economics
American Airlines Conference Center, Dallas, Tx 2003 — 2003
Mastering and Developing Financial Reps
AXA University, Bordeaux 1995 — 1996
International Business Management
City University of New York-Baruch College 1980 — 1981
Insurance & Real Estate Principle
Rutgers, The State University of New Jersey - Rutgers Business School 1969 — 1971
Labor Management
Paradigm Tax Group April 2007 - Present
AXA Equitable May 2006 - April 2007
Skills
Tax, Commercial Real Estate, Property Tax, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Appraisals, Management, Real Estate, Asset Management, Corporate Real Estate, Real Estate Development, Real Estate Economics, Finance, Real Estate Transactions
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA - Double Major, Real Estate & Finance
The Woodlands
AXA Equitable 2011 - Present
Skills
Financial Modeling, QuickBooks, Finance, C++, Public Speaking, VBA, Social Media, Management, Outlook, Statistics, Access, Project Management, Research, Financial Reporting, Microsoft Office, SAS, Java, Microsoft Word, Strategic Planning, Accounting, SQL, Microsoft Excel, PowerPoint, Actuarial Science
Education
City University of New York-Baruch College 2007 — 2011
BS, actuarial science
Zurich North America September 2014 - Present
AXA US August 2011 - September 2014
AXA Equitable June 2010 - August 2010
Sentinel Real Estate September 2007 - April 2008
Skills
Valuation, VBA, Actuarial Science, Data Analysis, Life Insurance
Education
City University of New York-Baruch College 2007 — 2011
BA, Mathematics
J.P. Morgan September 2013 - Present
Financial Women's Association July 2011 - December 2013
JPMorgan Chase June 2012 - August 2012
Financial Women's Association & HSBC May 2012 - June 2012
Du Pasquier & Co. September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
UBS Wealth Management January 2011 - May 2011
AXA Equitable January 2010 - March 2010
York University February 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance & Investments
Bronte College of Canada - High School
Ontario Secondary School Diploma, Grade 12
Sri Sedaya - Subang Jaya
SPM, Science
Kellner 2013 March 2013 - Present
The Rockport Company June 2012 - June 2013
AXA Equitable October 2010 - May 2012
Skills
Psychology, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Microsoft Excel, Customer Service, Teamwork, SPSS, Teaching, Social Media
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Coty April 2012 - Present
Gano Excel Mongolia June 2011 - Present
AXA Equitable February 2010 - April 2010
Skills
Accounting, Bookkeeping, Income Tax, Tax, Financial Accounting, QuickBooks, Tax Preparation, Tax Returns, Accounts Payable, Microsoft Excel
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
AIG September 2012 - Present
AXA Equitable May 2002 - September 2012
AXA Equitable May 2000 - May 2002
Skills
Advanced Excel..., MS Access, Excellent Problem..., Reporting Efficiency..., Reporting Process..., SAS, Creative/thorough..., Reporting Process..., SQL, Business Intelligence, Visual Basic, Vendor Management, MS Project, Access, Financial Analysis, Data Analysis, Outlook, Databases, Business Analysis, Insurance, Analysis, Predictive Modeling, VBA, Process Improvement, Project Management, PowerPoint, Microsoft Excel, Risk Management, Financial Modeling, Microsoft Office, Budgets, Microsoft SQL Server, Quality Assurance, Competitive Analysis, Analytics, Cross-functional Team..., Marketing Strategy, Direct Mail, Marketing, Direct Marketing, Business Strategy, Project Planning, Forecasting, Business Planning, Accounting, Segmentation, Management Consulting, Project Portfolio..., Data Mining, Business Process...
Education
Baruch College 1999 — 2000
Client-Server Application Certification, Client-Server Application
Baruch College
AXA Equitable August 2006 - March 2012
Skills
VBA, Actuarial Science, Insurance, ALM, Financial Modeling, Embedded Value, Financial Risk, Solvency II, Reinsurance, Life Insurance, Pricing
Education
Bentley College 2002 — 2006
BS, Mathematical Sciences, Summa Cum Laude
AXA Equitable October 2007 - Present
AXA Equitable March 2006 - October 2007
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance/Investments
Actuarial Science Society, Baruch College August 2013 - Present
AXA Equitable June 2013 - August 2013
Price Raffel & Browne February 2012 - June 2013
Baruch College September 2012 - May 2013
Actuarial Science Society, Baruch College August 2012 - May 2013
Hill Bridge Lab June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, C++, Access
Education
Baruch College 2011 — 2014
Bachelor of Arts (B.A.), Actuarial Science
City University of New York City College 2010 — 2011
Applied Mathematics
Newark Now 2012 - 2012
AXA Equitable April 2006 - February 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Berkeley College-Woodland Park 2010 — 2011
Bachelor of Science (BS), Accounting
Bergen Community College 2002 — 2004
Associate's degree, Business Administration/Accounting
New York Life Insurance Company July 2013 - December 2013
AXA Equitable September 2012 - June 2013
Credit Suisse July 2011 - May 2012
Baruch College Starr Career Development Center (SCDC) September 2010 - July 2011
U.S. Census Bureau April 2010 - July 2010
Baruch College Starr Career Development Center (SCDC) January 2009 - May 2010
Baruch College Undergraduate Admissions July 2007 - May 2010
Macmillan September 2009 - December 2009
Skills
Career Development, Recruiting, Diversity & Inclusion, College Recruiting, Event Planning, Customer Service, Teaching, People Skills, Resume Writing, Mock Interviews, Applicant Tracking..., PeopleSoft, Ultipro, Screening Resumes, Close Attention to..., Talent Acquisition, Community Outreach, Cover Letters, Interview Preparation, Background Checks, Interviewing Skills, Onboarding, Human Resources, Conflict Resolution, PowerPoint, Job Analysis, Job Fairs, Building Relationships, Employee Relations, Career Counseling, Interviews, New Hire Orientations, Screening, HRIS, Employee Engagement, Career Management, Time Management, Microsoft Office, Talent Management
Education
Baruch College 2006 — 2010
BBA, Industrial and Organizational Psychology
AXA Equitable October 2000 - May 2008
Primedia Enthusiast Group March 1999 - October 2000
Olsten Corporation June 1994 - March 1999
Education
Hofstra University 1995 — 1998
Master of Business Administration (M.B.A.), Corporate Finance
Barry University 1990 — 1994
Bachelor of Science (B.S.), Finance/Economics, Magna Cum Laude
AXA Equitable November 2002 - Present
Merrill Lynch May 1999 - December 2001
Merrill Lynch July 1997 - May 1999
Skills
Life Insurance, Long-term Care, New Business Generation, Large Volume, Training, Subject Matter Experts, Troubleshooting, Dependable Team Player, Quick Study, Requirements Gathering, Order Processing, Status Tracking, Phone Skills, Email, agent licensing, Process Improvement, Commission, Project Coordination, LOMA 280, LOMA 290, Wealth Management, Term Life Insurance, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, AML, Telephone Skills, 401k
Education
Bay Path University 2015 — 2017
Bachelor's degree, Cyber Security
Bay Path College 1995 — 1997
Associate of Science (A.S.), Law
Greenfield Community College 1995 — 1996
AXA Equitable May 2000 - April 2013
Skills
Data Warehousing, Business Analysis, SDLC, Visio, Requirements Gathering
Education
City University of New York-Baruch College
Master of Business Administration (M.B.A.), Economics
Long Island University, Brooklyn Campus
Bachelor's degree, Finance, summa cum laude
AXA Equitable May 2005 - Present
TIAA-CREF June 1993 - October 2004
Skills
Call Centers, Customer Satisfaction, Customer Service, Customer Retention, Insurance, Leadership
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (BBA)
AXA Equitable October 2011 - Present
Education
Baruch College 2007 — 2011
Bachelor of Arts (B.A.), Actuarial Science
BSUIR 2000 — 2003
Economics