AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
AXA Equitable List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Equitable. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Equitable Employees
Employee
Years
Job
Industry
Marshall Olson Marshall Olson's AXA Equitable Experience January 1993 - June 1999
Job V.P. of Finance and Accounting at Outrigger Energy, LLC
Industry Oil & Energy
Experience
Outrigger Energy LLC August 2013 - Present
Western Acquisitions, LLC October 2008 - April 2012
Olson Brothers Pumping January 2003 - July 2008
Furniture Row Companies May 1999 - October 2002
AXA Equitable January 1993 - June 1999
Deloitte & Touche LLP June 1989 - December 1992
Skills
Sales Management, Accounting, Team Leadership, Budgets, Project Planning, Sales Process, Sales Presentations, Strategic Planning, Forecasting, Start-ups, Business Planning, Managerial Finance, Small Business, Financial Reporting, Strategy
Education
John Brown University 1984 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
Colorado Christian University 1982 — 1983
Accounting and Business
Outrigger Energy LLC August 2013 - Present
Western Acquisitions, LLC October 2008 - April 2012
Olson Brothers Pumping January 2003 - July 2008
Furniture Row Companies May 1999 - October 2002
AXA Equitable January 1993 - June 1999
Deloitte & Touche LLP June 1989 - December 1992
Skills
Sales Management, Accounting, Team Leadership, Budgets, Project Planning, Sales Process, Sales Presentations, Strategic Planning, Forecasting, Start-ups, Business Planning, Managerial Finance, Small Business, Financial Reporting, Strategy
Education
John Brown University 1984 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
Colorado Christian University 1982 — 1983
Accounting and Business
Pamela Davis-Adams Pamela Davis-Adams's AXA Equitable Experience 1998 - 2004
Job Recordkeeping Specialist at TIAACREF
Industry Financial Services
Experience
Avon October 2012 - Present
Herbalife June 2011 - Present
TIAA-CREF March 2004 - Present
AXA Equitable 1998 - 2004
Skills
Computers, Typing, Medical Coding
Education
Colorado Technical University-Online 2008 — 2010
Associate of Science (A.S.), Medical/Health Management and Clinical Assistant/Specialist
Rutlege College 1984 — 1986
Associate's degree, Accounting and Business/Management
Avon October 2012 - Present
Herbalife June 2011 - Present
TIAA-CREF March 2004 - Present
AXA Equitable 1998 - 2004
Skills
Computers, Typing, Medical Coding
Education
Colorado Technical University-Online 2008 — 2010
Associate of Science (A.S.), Medical/Health Management and Clinical Assistant/Specialist
Rutlege College 1984 — 1986
Associate's degree, Accounting and Business/Management
Kathy (Gabriel) DeMeo Kathy (Gabriel) DeMeo's AXA Equitable Experience June 1987 - April 1988
Job Professional ESL/TESOL Educator (MA TESOL)
Industry Higher Education
Experience
Lake Naomi Club September 1999 - January 2015
Student Teaching - Hunter College COPE Program January 2014 - May 2014
Hunter College September 2011 - December 2013
Borough of Manhattan Community College February 2013 - May 2013
inlingua Development & Training International September 2005 - January 2012
Livingston Public Schools September 1999 - June 2001
AXA Equitable June 1987 - April 1988
AXA Equitable January 1986 - May 1987
Citi September 1984 - January 1986
Citi January 1981 - September 1984
Skills
ESL, Curriculum Development, Teaching, Intercultural..., Public Speaking, Tutoring, Teaching English as a..., Curriculum Design, Higher Education, Research, Teacher Training, Non-profits, Language Teaching, Educational Technology, Training, Lesson Planning, Adult Education, Leadership
Education
Hunter College 2011 — 2013
MA-TESOL, English as a Second Language
Montclair State University 1989 — 1994
BS, Industrial Education & Technology
Lake Naomi Club September 1999 - January 2015
Student Teaching - Hunter College COPE Program January 2014 - May 2014
Hunter College September 2011 - December 2013
Borough of Manhattan Community College February 2013 - May 2013
inlingua Development & Training International September 2005 - January 2012
Livingston Public Schools September 1999 - June 2001
AXA Equitable June 1987 - April 1988
AXA Equitable January 1986 - May 1987
Citi September 1984 - January 1986
Citi January 1981 - September 1984
Skills
ESL, Curriculum Development, Teaching, Intercultural..., Public Speaking, Tutoring, Teaching English as a..., Curriculum Design, Higher Education, Research, Teacher Training, Non-profits, Language Teaching, Educational Technology, Training, Lesson Planning, Adult Education, Leadership
Education
Hunter College 2011 — 2013
MA-TESOL, English as a Second Language
Montclair State University 1989 — 1994
BS, Industrial Education & Technology
Antonia Ivkovic Antonia Ivkovic's AXA Equitable Experience December 2008 - May 2009
Job Project Manager at Discover Financial Services
Industry Mechanical or Industrial Engineering
Experience
Discover Financial Services August 2015 - Present
Magenta LLC September 2014 - January 2015
General Mills March 2012 - July 2014
GrafTech International January 2011 - June 2011
GE May 2009 - July 2010
AXA Equitable December 2008 - May 2009
Skills
Microsoft Office, SAP, Maximo, AutoCAD, Visio, Minitab, Arena Simulation..., Lean Manufacturing, Leadership, Quality Assurance, Budgets, 5S, Continuous Improvement, Six Sigma, Kaizen, PowerPoint, Training, Microsoft Excel, Management, Engineering
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Law, MSL with Honors
Cleveland State University 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering, Cum Laude
Discover Financial Services August 2015 - Present
Magenta LLC September 2014 - January 2015
General Mills March 2012 - July 2014
GrafTech International January 2011 - June 2011
GE May 2009 - July 2010
AXA Equitable December 2008 - May 2009
Skills
Microsoft Office, SAP, Maximo, AutoCAD, Visio, Minitab, Arena Simulation..., Lean Manufacturing, Leadership, Quality Assurance, Budgets, 5S, Continuous Improvement, Six Sigma, Kaizen, PowerPoint, Training, Microsoft Excel, Management, Engineering
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Law, MSL with Honors
Cleveland State University 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering, Cum Laude
Kyle Patrick Kyle Patrick's AXA Equitable Experience November 2009 - April 2013
Job Insurance Accountant at AXA US
Industry Financial Services
Experience
AXA US September 2014 - Present
AXA US April 2013 - Present
AXA Equitable November 2009 - April 2013
AXA Equitable 2005 - November 2009
The MONY Group 2001 - 2005
Skills
Risk Management, Insurance, Financial Analysis, Process Improvement, Fixed Annuities, Investments, Strategic Financial..., Business Analysis, Access, Financial Reporting, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Vendor Management, Management
Education
Columbia College 2010 — 2012
Bachelors of Science, Business Administration
Columbia College 2008 — 2010
Associate of Science, Business Administration
AXA US September 2014 - Present
AXA US April 2013 - Present
AXA Equitable November 2009 - April 2013
AXA Equitable 2005 - November 2009
The MONY Group 2001 - 2005
Skills
Risk Management, Insurance, Financial Analysis, Process Improvement, Fixed Annuities, Investments, Strategic Financial..., Business Analysis, Access, Financial Reporting, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Vendor Management, Management
Education
Columbia College 2010 — 2012
Bachelors of Science, Business Administration
Columbia College 2008 — 2010
Associate of Science, Business Administration
Cinnamon OBrien Cinnamon OBrien's AXA Equitable Experience April 2013 - August 2013
Job Paralegal
Industry Law Practice
Experience
Law Office of Adam S. Kutner April 2014 - March 2015
AXA Equitable April 2013 - August 2013
Air Maxx Trampoline Park and Fun Center December 2012 - April 2013
AMG June 2007 - May 2011
Skills
Paralegals, Executive..., Personal Injury, Food & Beverage, Restaurants, Bartending, Casino, Event Management, Event Planning, Hospitality Industry, Hotels, Front Office, Micros, Recruiting, Guest Service Management, Intentional Torts, Customer Service, Private Events, ServSafe, Resorts, Open Table, New Restaurant Openings, Food Service, Banquets, Serve Safe Certified, Phone Etiquette
Education
University of California, Berkeley
Law
College of Southern Nevada 2003 — 2005
Communications, General
Law Office of Adam S. Kutner April 2014 - March 2015
AXA Equitable April 2013 - August 2013
Air Maxx Trampoline Park and Fun Center December 2012 - April 2013
AMG June 2007 - May 2011
Skills
Paralegals, Executive..., Personal Injury, Food & Beverage, Restaurants, Bartending, Casino, Event Management, Event Planning, Hospitality Industry, Hotels, Front Office, Micros, Recruiting, Guest Service Management, Intentional Torts, Customer Service, Private Events, ServSafe, Resorts, Open Table, New Restaurant Openings, Food Service, Banquets, Serve Safe Certified, Phone Etiquette
Education
University of California, Berkeley
Law
College of Southern Nevada 2003 — 2005
Communications, General
Ann Pauley Ann Pauley's AXA Equitable Experience March 2001 - August 2006
Job Financial Planner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Loretta Stelmokas Loretta Stelmokas's AXA Equitable Experience December 1998 - Present
Job Compliance Officer at AXA Equitable
Industry Financial Services
Experience
AXA Equitable December 1998 - Present
Merrill Lynch July 1988 - 1998
Skills
Series 7, Creative Writer
Education
Brooklyn College
Bachelor of Science (BS), Psychology
Brooklyn College
Bachelor of Arts (B.A.), Economics
Brooklyn College
Paralegal Certification
FINRA
Series 7
AXA Equitable December 1998 - Present
Merrill Lynch July 1988 - 1998
Skills
Series 7, Creative Writer
Education
Brooklyn College
Bachelor of Science (BS), Psychology
Brooklyn College
Bachelor of Arts (B.A.), Economics
Brooklyn College
Paralegal Certification
FINRA
Series 7
Luan Ahmetaj, PMP Luan Ahmetaj, PMP's AXA Equitable Experience September 2007 - March 2013
Job Project Manager, Strategy & Performance Improvement at American Express
Industry Financial Services
Experience
American Express February 2014 - Present
PwC April 2013 - February 2014
AXA Equitable September 2007 - March 2013
Skills
Vendor Management, Business Analysis, SDLC, Process Improvement, Resource Management, Project Portfolio..., Visio, Governance, Change Management, Project Delivery, Project Management, CMMI, Microsoft Office, Risk Management, Financial Reporting, Ariba, PeopleSoft, Financial Analysis, MS Project, Requirements Analysis, PMBOK, PMP, Integration, Cross-functional Team..., Software Development, IT Management, PMO, IT Strategy, Enterprise Architecture, Project Planning, Quality Assurance, Software Project..., Business Process..., Requirements Gathering, Business Requirements, Microsoft Project
Education
City University of New York-Herbert H. Lehman College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance; Computer Information Systems
American Express February 2014 - Present
PwC April 2013 - February 2014
AXA Equitable September 2007 - March 2013
Skills
Vendor Management, Business Analysis, SDLC, Process Improvement, Resource Management, Project Portfolio..., Visio, Governance, Change Management, Project Delivery, Project Management, CMMI, Microsoft Office, Risk Management, Financial Reporting, Ariba, PeopleSoft, Financial Analysis, MS Project, Requirements Analysis, PMBOK, PMP, Integration, Cross-functional Team..., Software Development, IT Management, PMO, IT Strategy, Enterprise Architecture, Project Planning, Quality Assurance, Software Project..., Business Process..., Requirements Gathering, Business Requirements, Microsoft Project
Education
City University of New York-Herbert H. Lehman College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance; Computer Information Systems
Michael Kiley Michael Kiley's AXA Equitable Experience October 1994 - September 1996
Job President & CEO at Security Benefit
Industry Financial Services
Experience
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Bryant Luy Bryant Luy's AXA Equitable Experience 2013 - 2014
Job Financial Data Analyst at First Things First
Industry Government Relations
Experience
First Things First March 2014 - Present
AXA Equitable 2013 - 2014
University of Arizona Admissions 2013 - 2013
Fox Restaurant Concepts 2011 - 2013
Southern California Gas Company June 2012 - August 2012
Academia Freedom August 2011 - December 2011
Bergen Food Enterprises Inc February 2007 - July 2010
Skills
Financial Analysis, Data Analysis, Strategic Financial..., CRM, Analysis, Asset Allocation, Wealth Management, SAP, Customer Service, Microsoft Office, Restaurants, Retirement Planning, Training, Employee Training, Word, Microsoft Word, Finance, Restaurant Management, Flight Planning, Flight Safety, Microsoft Excel, Recreational Flight, PowerPoint, Bloomberg, Financial Modeling
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Pima Community College 2010 — 2011
Associate Degree of Business, 2011
Cochise College 2009 — 2010
General Studies, Professional Flight Technology
First Things First March 2014 - Present
AXA Equitable 2013 - 2014
University of Arizona Admissions 2013 - 2013
Fox Restaurant Concepts 2011 - 2013
Southern California Gas Company June 2012 - August 2012
Academia Freedom August 2011 - December 2011
Bergen Food Enterprises Inc February 2007 - July 2010
Skills
Financial Analysis, Data Analysis, Strategic Financial..., CRM, Analysis, Asset Allocation, Wealth Management, SAP, Customer Service, Microsoft Office, Restaurants, Retirement Planning, Training, Employee Training, Word, Microsoft Word, Finance, Restaurant Management, Flight Planning, Flight Safety, Microsoft Excel, Recreational Flight, PowerPoint, Bloomberg, Financial Modeling
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Pima Community College 2010 — 2011
Associate Degree of Business, 2011
Cochise College 2009 — 2010
General Studies, Professional Flight Technology
Catalina L. Bazan Catalina L. Bazan's AXA Equitable Experience February 2005 - February 2006
Job Spanish Translator and Marketing at Ambrogio, Pletter & Assoc. LLC
Industry Real Estate
Experience
Ambrogio, Pletter & Assoc. LLC September 2013 - Present
Berkshire Hathaway October 2012 - Present
Attorney Abram Heisler April 2012 - June 2013
People's United Bank February 2010 - April 2012
At home with my new baby April 2009 - January 2010
Kids U August 2008 - May 2009
RSL Consultant January 2008 - August 2008
AXA Equitable February 2005 - February 2006
UBS June 2004 - December 2004
Skills
Management, Customer Service, Portfolio Management, Accounting, Program Management, Research, Mergers & Acquisitions, Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Outlook, Trading, Banking, Finance, Event Planning, Project Management, Process Improvement
Education
Mercy College 2006 — 2008
Master of Science (MS), Usability and Design on the Web
City University of New York-Hunter College 2000 — 2004
BA, Economics
Ambrogio, Pletter & Assoc. LLC September 2013 - Present
Berkshire Hathaway October 2012 - Present
Attorney Abram Heisler April 2012 - June 2013
People's United Bank February 2010 - April 2012
At home with my new baby April 2009 - January 2010
Kids U August 2008 - May 2009
RSL Consultant January 2008 - August 2008
AXA Equitable February 2005 - February 2006
UBS June 2004 - December 2004
Skills
Management, Customer Service, Portfolio Management, Accounting, Program Management, Research, Mergers & Acquisitions, Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Outlook, Trading, Banking, Finance, Event Planning, Project Management, Process Improvement
Education
Mercy College 2006 — 2008
Master of Science (MS), Usability and Design on the Web
City University of New York-Hunter College 2000 — 2004
BA, Economics
Jessica A Givens Jessica A Givens's AXA Equitable Experience June 2009 - August 2009
Job Senior Associate, Retail & Consumer, Strategy& PwC
Industry Retail
Experience
Strategy&, part of the PwC network July 2015 - Present
Lord & Taylor January 2012 - May 2013
Bank of America June 2010 - January 2012
AXA Equitable June 2009 - August 2009
Skills
Analysis, Microsoft Excel, French, Leadership, Data Analysis, Community Outreach, Fundraising, PowerPoint, Microsoft Office, Portfolio Management, Sales, Editing, Risk Management, Project Management, Research, Financial Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Davidson College 2006 — 2010
B.A., Sociology
Strategy&, part of the PwC network July 2015 - Present
Lord & Taylor January 2012 - May 2013
Bank of America June 2010 - January 2012
AXA Equitable June 2009 - August 2009
Skills
Analysis, Microsoft Excel, French, Leadership, Data Analysis, Community Outreach, Fundraising, PowerPoint, Microsoft Office, Portfolio Management, Sales, Editing, Risk Management, Project Management, Research, Financial Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Davidson College 2006 — 2010
B.A., Sociology
Cathy Picciano Cathy Picciano's AXA Equitable Experience December 1984 - Present
Job Manager/Business Analyst at AXA US
Industry Financial Services
Experience
AXA Equitable December 1984 - Present
Skills
Business Analysis, Process Improvement, PMO, Microsoft Excel, Change Management, Visio, Crystal Reports, Analysis, Team Leadership, Team Building, Leadership, Business Process..., System Administration, Project Management, Business Process
Education
Columbia College
Bachelor of Science (BS), Business Administration and Management, General
AXA Equitable December 1984 - Present
Skills
Business Analysis, Process Improvement, PMO, Microsoft Excel, Change Management, Visio, Crystal Reports, Analysis, Team Leadership, Team Building, Leadership, Business Process..., System Administration, Project Management, Business Process
Education
Columbia College
Bachelor of Science (BS), Business Administration and Management, General
Nora (Busmane) Gillis Nora (Busmane) Gillis's AXA Equitable Experience April 2011 - March 2013
Job Strategic Accounts Manager at AssetMark
Industry Financial Services
Experience
AssetMark, Inc. March 2013 - Present
AXA Equitable April 2011 - March 2013
AXA Equitable October 2010 - April 2011
AXA Equitable August 2007 - October 2010
Skills
Series 6, Series 63, Life & Health Insurance..., Bloomberg Terminal, Microsoft Office, Microsoft Excel, Relationship Management, Business Case..., Presentation Development, Investor Relations, Executive-level..., Finance, Series 7, Management, Business Development, Asset Management, Mutual Funds, Financial Modeling, Risk Management, Strategy
Education
College of Saint Elizabeth
BA, Finance, International Studies
AssetMark, Inc. March 2013 - Present
AXA Equitable April 2011 - March 2013
AXA Equitable October 2010 - April 2011
AXA Equitable August 2007 - October 2010
Skills
Series 6, Series 63, Life & Health Insurance..., Bloomberg Terminal, Microsoft Office, Microsoft Excel, Relationship Management, Business Case..., Presentation Development, Investor Relations, Executive-level..., Finance, Series 7, Management, Business Development, Asset Management, Mutual Funds, Financial Modeling, Risk Management, Strategy
Education
College of Saint Elizabeth
BA, Finance, International Studies
Aaron Catanzarite's AXA Equitable Experience 2004 - 2008
Job RSDM(Retirement Services District Manager)at ADP
Industry Consumer Goods
Experience
ADP April 2015 - Present
ADP October 2012 - April 2015
ADP October 2011 - April 2015
Staples February 2008 - October 2011
AXA Equitable 2004 - 2008
Skills
Outside Sales, New Business Development, Territory Management, Financial Planning, Cost Control, Retirement Services, Bid Process Management, Relationship Development, Business Relationship..., Product Design, Sales Presentations, Series 6, Series 63, Retirement, Sales Force Development, Sales Process, Salesforce.com, Cold Calling, Customer Service
Education
Clemson University - College of Business and Behavioral Science 2001 — 2004
BS, Economics
Gannon University 2000 — 2001
Seneca Valley Highschool
Seneca Valley Highschool
ADP April 2015 - Present
ADP October 2012 - April 2015
ADP October 2011 - April 2015
Staples February 2008 - October 2011
AXA Equitable 2004 - 2008
Skills
Outside Sales, New Business Development, Territory Management, Financial Planning, Cost Control, Retirement Services, Bid Process Management, Relationship Development, Business Relationship..., Product Design, Sales Presentations, Series 6, Series 63, Retirement, Sales Force Development, Sales Process, Salesforce.com, Cold Calling, Customer Service
Education
Clemson University - College of Business and Behavioral Science 2001 — 2004
BS, Economics
Gannon University 2000 — 2001
Seneca Valley Highschool
Seneca Valley Highschool
Lesley Feliciano Lesley Feliciano's AXA Equitable Experience March 2013 - Present
Job Senior Manager at AXA Equitable
Industry Financial Services
Experience
AXA US July 2014 - Present
AXA Equitable March 2013 - Present
AXA Equitable February 2007 - July 2014
Cohen Equities June 2005 - February 2007
Dagher Engineering March 2005 - June 2005
Glantz Iron & Metals August 2003 - March 2005
Fairbrook Enterprises September 2000 - February 2003
Skills
Asset Management, Business Analysis, Econometrics, Insurance, Investments, Portfolio Management, Asset Allocation, Equities, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Strategic Planning, Mutual Funds
Education
NYU 2008 — 2012
Advanced Portfolio Management, Equity
Hunter College 2003 — 2007
Bachelor of Science (B.S.), Economics
AXA US July 2014 - Present
AXA Equitable March 2013 - Present
AXA Equitable February 2007 - July 2014
Cohen Equities June 2005 - February 2007
Dagher Engineering March 2005 - June 2005
Glantz Iron & Metals August 2003 - March 2005
Fairbrook Enterprises September 2000 - February 2003
Skills
Asset Management, Business Analysis, Econometrics, Insurance, Investments, Portfolio Management, Asset Allocation, Equities, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Strategic Planning, Mutual Funds
Education
NYU 2008 — 2012
Advanced Portfolio Management, Equity
Hunter College 2003 — 2007
Bachelor of Science (B.S.), Economics
Bryan Topelsohn Bryan Topelsohn's AXA Equitable Experience June 1996 - February 1999
Job Investment Specialist at New York Life, CMFC
Industry Investment Management
Experience
New York Life June 2011 - Present
New York Life Insurance Company August 2005 - June 2011
MainStay Funds/New York Life Investment Management February 1999 - August 2005
AXA Equitable June 1996 - February 1999
Skills
Public Speaking, Integrity, Follow-through Skills, Series 6, Series 63, Series 7, Series 65, Texas, Oklahoma, New..., CMFC, Relationship Management, Creative Solutions, Customer Satisfaction, Life Insurance, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, Variable Annuities, Investment Strategies, Wealth Accumulation, Financial Planners, Finance, IRAs, Wealth Management, Financial Services, Investment Advisory, 401k, 401k Rollovers, Financial Planning
Education
The American College 2011 — 2013
CLTC, Currently Attending
College for Financial Planning 2000 — 2001
CMFC
NYU, School of Continuing Education 1990 — 1991
Certificate Program, Real Estate Investment Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1988
Bachelor of Arts (BA), Demography and Population Studies
New York Life June 2011 - Present
New York Life Insurance Company August 2005 - June 2011
MainStay Funds/New York Life Investment Management February 1999 - August 2005
AXA Equitable June 1996 - February 1999
Skills
Public Speaking, Integrity, Follow-through Skills, Series 6, Series 63, Series 7, Series 65, Texas, Oklahoma, New..., CMFC, Relationship Management, Creative Solutions, Customer Satisfaction, Life Insurance, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, Variable Annuities, Investment Strategies, Wealth Accumulation, Financial Planners, Finance, IRAs, Wealth Management, Financial Services, Investment Advisory, 401k, 401k Rollovers, Financial Planning
Education
The American College 2011 — 2013
CLTC, Currently Attending
College for Financial Planning 2000 — 2001
CMFC
NYU, School of Continuing Education 1990 — 1991
Certificate Program, Real Estate Investment Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1988
Bachelor of Arts (BA), Demography and Population Studies
Phyllis Strupp Phyllis Strupp's AXA Equitable Experience March 1986 - February 1988
Job Author, Brain Coach, Educator, Hopemonger, MBA
Industry Health, Wellness and Fitness
Experience
Brain Wealth 2007 - Present
Sonoran Cross Press 2004 - Present
Episcopal CREDO June 2005 - December 2011
Northwestern Mutual February 1988 - March 2007
AXA Equitable March 1986 - February 1988
Dun and Bradstreet June 1982 - February 1986
Skills
Public Speaking, Coaching, Teaching, Published Author, Personal Development, Conflict Resolution, Emotional Intelligence, Adult Education, Training, Leadership Development, Leadership, People Skills, Theology, Community Outreach, Curriculum Development, Thinking Outside The Box, Strategic Financial..., Writing, Selling Skills, Customer Retention, Workshop Facilitation, Executive Coaching, Management, Sales, Client Relationship..., Client Retention, Edutainment, Financial Planning, Direct Sales, Human Performance, Intuitive, Learning, Mentoring, Sales Skills Training, Training Skills, Trust, Visionary, Wellness, Strategic Planning, Nonprofits
Education
Moorestown High School
Moorestown High School
Moorestown High School
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
University of Washington-Seattle 2009 — 2009
Brain Research in Education Certificate, Ethical use of neuroscience in teaching the public about the brain
Rutgers University-New Brunswick 1975 — 1978
BA, History
Brain Wealth 2007 - Present
Sonoran Cross Press 2004 - Present
Episcopal CREDO June 2005 - December 2011
Northwestern Mutual February 1988 - March 2007
AXA Equitable March 1986 - February 1988
Dun and Bradstreet June 1982 - February 1986
Skills
Public Speaking, Coaching, Teaching, Published Author, Personal Development, Conflict Resolution, Emotional Intelligence, Adult Education, Training, Leadership Development, Leadership, People Skills, Theology, Community Outreach, Curriculum Development, Thinking Outside The Box, Strategic Financial..., Writing, Selling Skills, Customer Retention, Workshop Facilitation, Executive Coaching, Management, Sales, Client Relationship..., Client Retention, Edutainment, Financial Planning, Direct Sales, Human Performance, Intuitive, Learning, Mentoring, Sales Skills Training, Training Skills, Trust, Visionary, Wellness, Strategic Planning, Nonprofits
Education
Moorestown High School
Moorestown High School
Moorestown High School
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
University of Washington-Seattle 2009 — 2009
Brain Research in Education Certificate, Ethical use of neuroscience in teaching the public about the brain
Rutgers University-New Brunswick 1975 — 1978
BA, History
Ioanna Kekropidou Ioanna Kekropidou's AXA Equitable Experience July 2006 - September 2013
Job Finance Manager Senior Accountant BMO Capital Markets Corp.
Industry Financial Services
Experience
BMO Capital Markets March 2014 - Present
AXA Equitable July 2006 - September 2013
Greek Orthodox Archdiocese of America February 1999 - July 2006
Skills
Accounting, Accounts Payable, PeopleSoft, Financial Analysis, Microsoft Excel, Accounts Receivable, Analysis, Budgets, Journal Entries, Accruals, Forecasting, Hyperion, Hyperion Enterprise, Cognos, Staff Training, People Skills, Payroll Processing, Payroll Taxes, Excel, Word, International Banking..., Organizational Skills, Multilingual, Able to work..., Microsoft Word, Supervisory Experience, Account Management, Quickbooks, IT Governance, Self motivated, Knowledge of GAAP, STAT..., Technical Service...
Education
City University of New York-Hunter College 1997 — 2006
BS, Acounting, Cum Laude
BMO Capital Markets March 2014 - Present
AXA Equitable July 2006 - September 2013
Greek Orthodox Archdiocese of America February 1999 - July 2006
Skills
Accounting, Accounts Payable, PeopleSoft, Financial Analysis, Microsoft Excel, Accounts Receivable, Analysis, Budgets, Journal Entries, Accruals, Forecasting, Hyperion, Hyperion Enterprise, Cognos, Staff Training, People Skills, Payroll Processing, Payroll Taxes, Excel, Word, International Banking..., Organizational Skills, Multilingual, Able to work..., Microsoft Word, Supervisory Experience, Account Management, Quickbooks, IT Governance, Self motivated, Knowledge of GAAP, STAT..., Technical Service...
Education
City University of New York-Hunter College 1997 — 2006
BS, Acounting, Cum Laude
Silvana Liguori Silvana Liguori's AXA Equitable Experience June 2013 - August 2013
Job Assistant Negotiator at MEC
Industry Marketing and Advertising
Experience
MEC February 2015 - Present
MPB AGENCY LLC July 2014 - January 2015
Obviouslee Marketing February 2014 - June 2014
ACCESS UNITED October 2013 - December 2013
AXA Equitable June 2013 - August 2013
MassMutual South Carolina January 2013 - May 2013
Skills
Cashiering, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Telephone Skills, Customer Satisfaction, PowerPoint, Time Management, Facebook, Social Media, Phone Etiquette, Microsoft Excel, Event Planning, Outlook, Marketing, Salesforce.com, Public Speaking
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business/ French Language and Literature, Major GPA: 3.4/4.0 Overall GPA: 3.2/4.0
Institute of American Universities 2013 — 2013
Bachelor of Arts (B.A.), French Language and Literature, 3.85
Middlebury College 2012 — 2012
Bachelor of Arts (B.A.), French Language and Literature, 3.75
MEC February 2015 - Present
MPB AGENCY LLC July 2014 - January 2015
Obviouslee Marketing February 2014 - June 2014
ACCESS UNITED October 2013 - December 2013
AXA Equitable June 2013 - August 2013
MassMutual South Carolina January 2013 - May 2013
Skills
Cashiering, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Telephone Skills, Customer Satisfaction, PowerPoint, Time Management, Facebook, Social Media, Phone Etiquette, Microsoft Excel, Event Planning, Outlook, Marketing, Salesforce.com, Public Speaking
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business/ French Language and Literature, Major GPA: 3.4/4.0 Overall GPA: 3.2/4.0
Institute of American Universities 2013 — 2013
Bachelor of Arts (B.A.), French Language and Literature, 3.85
Middlebury College 2012 — 2012
Bachelor of Arts (B.A.), French Language and Literature, 3.75
Samuil Serebryanyy's AXA Equitable Experience January 2011 - December 2011
Job Special Victims Bureau Legal Intern at Nassau County District Attorney's Office
Industry Legal Services
Experience
Nassau County District Attorney's Office June 2014 - July 2014
Long Island City Supreme Court - Civil Term June 2013 - January 2014
Queens County Supreme Court - Criminal Term July 2013 - October 2013
Law Offices of Joshua R. Kahn June 2013 - August 2013
Self Empoyed August 2012 - June 2013
AXA Equitable January 2011 - December 2011
Skills
Public Speaking, Negotiation, Dispute Resolution, Mediation, Civil Litigation, Litigation, Criminal Law, Legal Writing, Legal Research, Westlaw, Women's Studies, Finance, Trading, Commodity Markets, Options Strategies, Strategic Investment, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Creative Writing, Psychoanalysis
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (J.D.)
Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Women's Studies, Economics
Tville
Nassau County District Attorney's Office June 2014 - July 2014
Long Island City Supreme Court - Civil Term June 2013 - January 2014
Queens County Supreme Court - Criminal Term July 2013 - October 2013
Law Offices of Joshua R. Kahn June 2013 - August 2013
Self Empoyed August 2012 - June 2013
AXA Equitable January 2011 - December 2011
Skills
Public Speaking, Negotiation, Dispute Resolution, Mediation, Civil Litigation, Litigation, Criminal Law, Legal Writing, Legal Research, Westlaw, Women's Studies, Finance, Trading, Commodity Markets, Options Strategies, Strategic Investment, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Creative Writing, Psychoanalysis
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (J.D.)
Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Women's Studies, Economics
Tville
Sundar Ramtahal Sundar Ramtahal's AXA Equitable Experience October 1996 - November 2010
Job Experienced Professional
Industry Insurance
Experience
AXA Equitable October 1996 - November 2010
Risk Enterprise Management Limited, New York, NY 1992 - 1996
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Insurance, Internal Audit, Risk Management, Auditing, Accounting, Process Improvement, Financial Analysis, Managerial Finance, Financial Risk, Strategic Financial..., Financial Reporting, COSO, Risk Assessment, IT Audit, Leadership, Sarbanes-Oxley, Fraud, External Audit, Financial Accounting, General Ledger, SAS70, Enterprise Risk..., Financial Services, Business Process...
Education
City University of New York-Hunter College
Bachelors of Science
AXA Equitable October 1996 - November 2010
Risk Enterprise Management Limited, New York, NY 1992 - 1996
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Insurance, Internal Audit, Risk Management, Auditing, Accounting, Process Improvement, Financial Analysis, Managerial Finance, Financial Risk, Strategic Financial..., Financial Reporting, COSO, Risk Assessment, IT Audit, Leadership, Sarbanes-Oxley, Fraud, External Audit, Financial Accounting, General Ledger, SAS70, Enterprise Risk..., Financial Services, Business Process...
Education
City University of New York-Hunter College
Bachelors of Science
Barbara Finn Barbara Finn's AXA Equitable Experience December 1989 - February 1995
Job
Industry Events Services
Experience
AXA Equitable December 1989 - February 1995
Education
Metropolitan State University of Denver 1980 — 1982
Computer Sciences
Colorado State University 1976 — 1978
BS, Retail Management and Merchandising
AXA Equitable December 1989 - February 1995
Education
Metropolitan State University of Denver 1980 — 1982
Computer Sciences
Colorado State University 1976 — 1978
BS, Retail Management and Merchandising
Lindsay McFarland Lindsay McFarland's AXA Equitable Experience February 2006 - February 2006
Job HR Assistant at GYPSUM EXPRESS
Industry Transportation/Trucking/Railroad
Experience
GYPSUM EXPRESS December 2013 - Present
Carousel Industries January 2012 - November 2013
State Farm Insurance April 2011 - January 2012
MAC Source Communications February 2007 - April 2011
MAC Souce Communications February 2006 - February 2007
AXA Equitable February 2006 - February 2006
Bank of New York Mellon April 2003 - February 2005
Skills
VoIP, Unified Communications, Avaya, Telephony, Call Center
Education
Columbia College 2005 — 2009
B.S., Management, HR & Marketing
GYPSUM EXPRESS December 2013 - Present
Carousel Industries January 2012 - November 2013
State Farm Insurance April 2011 - January 2012
MAC Source Communications February 2007 - April 2011
MAC Souce Communications February 2006 - February 2007
AXA Equitable February 2006 - February 2006
Bank of New York Mellon April 2003 - February 2005
Skills
VoIP, Unified Communications, Avaya, Telephony, Call Center
Education
Columbia College 2005 — 2009
B.S., Management, HR & Marketing
MaryEllen Keenan MaryEllen Keenan's AXA Equitable Experience 1998 - 2006
Job Manager, PwC Financial Services Advisory Practice
Industry Financial Services
Experience
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Allied World Assurance Company September 2009 - June 2013
Marks Paneth & Shron LLP October 2008 - August 2009
UBS Global Asset Management November 2006 - October 2008
AXA Equitable 1998 - 2006
AXA Equitable Life Insurance Company 1998 - 2006
Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis
Education
City University of New York-Brooklyn College
BS, Health Science
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Allied World Assurance Company September 2009 - June 2013
Marks Paneth & Shron LLP October 2008 - August 2009
UBS Global Asset Management November 2006 - October 2008
AXA Equitable 1998 - 2006
AXA Equitable Life Insurance Company 1998 - 2006
Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis
Education
City University of New York-Brooklyn College
BS, Health Science
Christopher Cannata Christopher Cannata's AXA Equitable Experience December 2013 - May 2014
Job Internal Sales at Carey Financial, LLC
Industry Investment Management
Experience
Carey Financial, LLC May 2014 - Present
AXA Equitable December 2013 - May 2014
Myrtle Beach Regional Economic Development Corporation May 2013 - September 2013
Myrtle Beach Regional Economic Development Corporation May 2012 - May 2013
Amway Global March 2010 - August 2012
Myrtle Beach Regional Economic Development Corporation October 2011 - May 2012
Abercrombie & Fitch September 2008 - June 2009
MITEQ Inc June 2007 - September 2007
Skills
Social Media Marketing, Advertising, Digital Marketing, Adobe Creative Suite 5, Event Planning, Development of..., Site Selections, Site Relocation, Web Development, Communication, Email Marketing, Newsletter Production, Databases, Financial Analysis, Sales Process, Asset Allocation, Portfolio Management, Stock Trading, Adobe Creative Suite, Social Media, Marketing
Education
Coastal Carolina University 2011 — 2013
AACSB BSBA, Marketing
St. Joseph's College 2010 — 2011
BS, Marketing
Siena College 2009 — 2010
BS, Marketing
kphs
kphs
Carey Financial, LLC May 2014 - Present
AXA Equitable December 2013 - May 2014
Myrtle Beach Regional Economic Development Corporation May 2013 - September 2013
Myrtle Beach Regional Economic Development Corporation May 2012 - May 2013
Amway Global March 2010 - August 2012
Myrtle Beach Regional Economic Development Corporation October 2011 - May 2012
Abercrombie & Fitch September 2008 - June 2009
MITEQ Inc June 2007 - September 2007
Skills
Social Media Marketing, Advertising, Digital Marketing, Adobe Creative Suite 5, Event Planning, Development of..., Site Selections, Site Relocation, Web Development, Communication, Email Marketing, Newsletter Production, Databases, Financial Analysis, Sales Process, Asset Allocation, Portfolio Management, Stock Trading, Adobe Creative Suite, Social Media, Marketing
Education
Coastal Carolina University 2011 — 2013
AACSB BSBA, Marketing
St. Joseph's College 2010 — 2011
BS, Marketing
Siena College 2009 — 2010
BS, Marketing
kphs
kphs
Bradleigh Sherry Bradleigh Sherry's AXA Equitable Experience October 2012 - April 2013
Job Special Education Teacher English Language Arts at Mott Hall Community School
Industry Writing and Editing
Experience
Mott Hall Community School July 2013 - Present
NYC Department of Education June 2013 - Present
Kaplow Communications April 2013 - June 2013
AXA Equitable October 2012 - April 2013
Rich and Bander, LLP June 2012 - August 2012
Skills
Writing, Editing, Research, Social Media, Event Planning, Teaching, Social Networking, PowerPoint, Facebook, Public Speaking, Community Outreach, Customer Service
Education
Hunter College 2013 — 2015
Master of Science (M.S.), Special Education and Teaching
Saint John's University 2008 — 2012
Bachelor's degree, History
Sewickley Academy
Mott Hall Community School July 2013 - Present
NYC Department of Education June 2013 - Present
Kaplow Communications April 2013 - June 2013
AXA Equitable October 2012 - April 2013
Rich and Bander, LLP June 2012 - August 2012
Skills
Writing, Editing, Research, Social Media, Event Planning, Teaching, Social Networking, PowerPoint, Facebook, Public Speaking, Community Outreach, Customer Service
Education
Hunter College 2013 — 2015
Master of Science (M.S.), Special Education and Teaching
Saint John's University 2008 — 2012
Bachelor's degree, History
Sewickley Academy
Vikram Ramnarine Vikram Ramnarine's AXA Equitable Experience July 2006 - Present
Job Sr. Manager Business Analysis / Project Management at AXA US
Industry Financial Services
Experience
AXA US August 2015 - Present
AXA Equitable July 2006 - Present
Brown Brothers Harriman December 2013 - February 2014
Citi July 2004 - July 2006
Skills
PeopleSoft, PeopleTools, Requirements Gathering, Business Process, SDLC, Business Requirements, Business Analysis, MS Excel Pivot Tables, Access Database, ePay, eProfile, Applicant Tracking..., Siebel, Eureka, Data Analysis, Database Design, Databases, Data Entry, Metrics Reporting, Dashboard Metrics, Microsoft Office, System Testing, Systems Analysis, Data Reconciliation, Ad-hoc, Internal Audit, Error Analysis, UAT coordination, User Acceptance Testing, Regression Testing, Test Cases, Vendor Relationships, Vendor Management, Supply Management, Maintenance & Repair, Reprographics, Technical Support, Economics, Mathematics, Workday, Quality Center, Management, Project Management
Education
Hunter College 2000 — 2004
Bachelor of Arts (B.A.), Economics
AXA US August 2015 - Present
AXA Equitable July 2006 - Present
Brown Brothers Harriman December 2013 - February 2014
Citi July 2004 - July 2006
Skills
PeopleSoft, PeopleTools, Requirements Gathering, Business Process, SDLC, Business Requirements, Business Analysis, MS Excel Pivot Tables, Access Database, ePay, eProfile, Applicant Tracking..., Siebel, Eureka, Data Analysis, Database Design, Databases, Data Entry, Metrics Reporting, Dashboard Metrics, Microsoft Office, System Testing, Systems Analysis, Data Reconciliation, Ad-hoc, Internal Audit, Error Analysis, UAT coordination, User Acceptance Testing, Regression Testing, Test Cases, Vendor Relationships, Vendor Management, Supply Management, Maintenance & Repair, Reprographics, Technical Support, Economics, Mathematics, Workday, Quality Center, Management, Project Management
Education
Hunter College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Carl Tackett Carl Tackett's AXA Equitable Experience 1992 - 1995
Job Results oriented Senior Executive with experience in leading leaders and organizational change.
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2014 - Present
Allstate Financial May 2013 - December 2013
Allstate Financial January 2005 - June 2013
Allstate Financial 2001 - 2004
Allstate 1999 - 2001
Allstate 1995 - 1999
AXA Equitable 1992 - 1995
L'Express Airlines 1988 - 1992
Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance
Education
United States Military Academy at West Point
Organizational Leadership
Yale University - Yale School of Management
Educational Leadership and Administration, General
College for Financial Planning
Certified Retirement Planning Counselor
Vanderbilt University - Owen Graduate School of Management
Executive Leadership
Allstate Financial Services, LLC January 2014 - Present
Allstate Financial May 2013 - December 2013
Allstate Financial January 2005 - June 2013
Allstate Financial 2001 - 2004
Allstate 1999 - 2001
Allstate 1995 - 1999
AXA Equitable 1992 - 1995
L'Express Airlines 1988 - 1992
Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance
Education
United States Military Academy at West Point
Organizational Leadership
Yale University - Yale School of Management
Educational Leadership and Administration, General
College for Financial Planning
Certified Retirement Planning Counselor
Vanderbilt University - Owen Graduate School of Management
Executive Leadership
Machelle Hayes's AXA Equitable Experience January 2010 - February 2014
Job Underwriter at MetLife
Industry Financial Services
Experience
MetLife February 2014 - Present
AXA Equitable January 2010 - February 2014
2006 to 2009 2006 - 2009
IKON Office Solutions January 2000 - January 2007
IKON Office Solutions January 1998 - January 2000
MORRIS WIRELESS INC January 1996 - January 1998
Skills
Training, Forecasting, Accounts Payable, Microsoft Excel, Microsoft Word, Microsoft Publisher, Access, QuickBooks, Oracle E-Business Suite, PowerPoint, Presentations, End User Training, Super User, Excel Dashboards, Territory Alignment, User Acceptance Testing, Team Leadership, Interim Management, Ad Hoc Reporting, Mentoring New Hires, Risk Analysis
Education
Liberty University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Entrepreneurship
Colorado Technical University
Associate of Science, Business Administration
MetLife February 2014 - Present
AXA Equitable January 2010 - February 2014
2006 to 2009 2006 - 2009
IKON Office Solutions January 2000 - January 2007
IKON Office Solutions January 1998 - January 2000
MORRIS WIRELESS INC January 1996 - January 1998
Skills
Training, Forecasting, Accounts Payable, Microsoft Excel, Microsoft Word, Microsoft Publisher, Access, QuickBooks, Oracle E-Business Suite, PowerPoint, Presentations, End User Training, Super User, Excel Dashboards, Territory Alignment, User Acceptance Testing, Team Leadership, Interim Management, Ad Hoc Reporting, Mentoring New Hires, Risk Analysis
Education
Liberty University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Entrepreneurship
Colorado Technical University
Associate of Science, Business Administration
Robert Mullett, CFP's AXA Equitable Experience August 1999 - July 2004
Job RVP at National Life
Industry Financial Services
Experience
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
Joshua Weintraub Joshua Weintraub's AXA Equitable Experience September 2003 - July 2011
Job Director & Assistant Actuary at Guardian Life
Industry Financial Services
Experience
Guardian Life July 2015 - Present
Guardian Life September 2014 - July 2015
Towers Watson July 2011 - September 2014
AXA Equitable September 2003 - July 2011
Skills
Financial Modeling, Life Insurance, VBA, Actuarial Science, ALM, Financial Risk, Insurance, Valuation
Education
Columbia Engineering
BS, Engineering
Riverdale Country School
High School
Guardian Life July 2015 - Present
Guardian Life September 2014 - July 2015
Towers Watson July 2011 - September 2014
AXA Equitable September 2003 - July 2011
Skills
Financial Modeling, Life Insurance, VBA, Actuarial Science, ALM, Financial Risk, Insurance, Valuation
Education
Columbia Engineering
BS, Engineering
Riverdale Country School
High School
Paul Laprade Paul Laprade's AXA Equitable Experience February 1982 - February 2000
Job Financial Professional
Industry Financial Services
Experience
Integrated Financial Solutions February 1982 - Present
Integrated Financial Solutions 2000 - 2012
AXA Equitable February 1982 - February 2000
Skills
Increasing Wealth..., Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planners, 401k Rollovers, Saving for Education, Wealth Accumulation, 529 Plans, College Savings Plans, Education Funding, Roth IRA, Insurance, IRAs, Rollovers, Financial Services, College Education..., Simple IRA
Education
College for Financial Planning
Certified Financial Planning, Finance, General
The American College
Chartered Financial Consultant, Finance, General
Integrated Financial Solutions February 1982 - Present
Integrated Financial Solutions 2000 - 2012
AXA Equitable February 1982 - February 2000
Skills
Increasing Wealth..., Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planners, 401k Rollovers, Saving for Education, Wealth Accumulation, 529 Plans, College Savings Plans, Education Funding, Roth IRA, Insurance, IRAs, Rollovers, Financial Services, College Education..., Simple IRA
Education
College for Financial Planning
Certified Financial Planning, Finance, General
The American College
Chartered Financial Consultant, Finance, General
Lily Mouchantaf Lily Mouchantaf's AXA Equitable Experience July 2006 - Present
Job Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2006 - Present
Skills
Investments, Mutual Funds, Series 6, Life Insurance, Financial Analysis, Process Improvement, Management, Series 7, Risk Management, Financial Modeling, Wealth Management, 401k, Leadership, Customer Service, Insurance
Education
Columbia College 2006 — 2010
Master of Business Administration (MBA), MBA
Le Moyne College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
AXA Equitable July 2006 - Present
Skills
Investments, Mutual Funds, Series 6, Life Insurance, Financial Analysis, Process Improvement, Management, Series 7, Risk Management, Financial Modeling, Wealth Management, 401k, Leadership, Customer Service, Insurance
Education
Columbia College 2006 — 2010
Master of Business Administration (MBA), MBA
Le Moyne College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Joseph Sicchitano's AXA Equitable Experience 2000 - 2004
Job SVP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2011 - Present
TIAA-CREF 2004 - November 2011
AXA Equitable 2000 - 2004
IDS/American Express Financial Advisors 1992 - 2000
Skills
Portfolio Management, Management, Financial Services, Wealth Management, Strategic Financial..., Series 7, Change Management, Mutual Funds, Investments, Series 63, Retirement Planning, Strategy, Process Improvement, Risk Management, Retirement, Asset Allocation, Investment Advisory, Wealth Management..., Securities, Investment Strategies, Financial Planning
Education
College for Financial Planning 2002 — 2003
Master's degree, Financial Planning and Services
University of Rochester 1988 — 1992
Bachelor of Arts (BA), Mathematics and Statistics
SunTrust Bank November 2011 - Present
TIAA-CREF 2004 - November 2011
AXA Equitable 2000 - 2004
IDS/American Express Financial Advisors 1992 - 2000
Skills
Portfolio Management, Management, Financial Services, Wealth Management, Strategic Financial..., Series 7, Change Management, Mutual Funds, Investments, Series 63, Retirement Planning, Strategy, Process Improvement, Risk Management, Retirement, Asset Allocation, Investment Advisory, Wealth Management..., Securities, Investment Strategies, Financial Planning
Education
College for Financial Planning 2002 — 2003
Master's degree, Financial Planning and Services
University of Rochester 1988 — 1992
Bachelor of Arts (BA), Mathematics and Statistics
Raymond ten Hoopen, ChFC, CLU Raymond ten Hoopen, ChFC, CLU's AXA Equitable Experience 1986 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
AXA Equitable 1986 - Present
AXA Advisors, LLC July 2001 - May 2009
Skills
Insurance, Series 7, Estate Planning
Education
College of the Holy Cross 1981 — 1985
AXA Equitable 1986 - Present
AXA Advisors, LLC July 2001 - May 2009
Skills
Insurance, Series 7, Estate Planning
Education
College of the Holy Cross 1981 — 1985
Paul Mazur Paul Mazur's AXA Equitable Experience December 2006 - September 2013
Job Senior Financial Analyst Vertical Markets at Eaton
Industry Accounting
Experience
Eaton September 2013 - Present
AXA Equitable December 2006 - September 2013
Columbia College October 2009 - December 2009
Novelis March 2005 - December 2006
Covanta Energy 2000 - 2005
Fiserv 1991 - 1992
Skills
Accounts Payable, Payroll, Inventory Management, Balance, Financial Analysis, Accounting, PeopleSoft, Audit, Budgeting, Forecasting, Financial Reporting, Excel, Business Analysis, General Ledger, Auditing, Accounts Receivable, Variance Analysis, Analysis, Accruals, Journal Entries, Financial Accounting, Reconciliation, Cash Flow, Hyperion, Financial Planning, Financial Management, Quickbooks, Process Improvement, Cash Management, Consolidation, Banking, Microsoft Excel, Budgets, Business Process, Strategic Financial..., Account Reconciliation, Hyperion Enterprise, Management, Internal Controls, Financial Modeling, Finance, Financial Services, Sarbanes-Oxley Act
Education
Columbia College 2003 — 2009
MBA, Business
State University of New York College at Oswego 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Onondaga Community College 1991 — 1992
Bachelor of Applied Science (B.A.Sc.) Accounting, Accounting
Eaton September 2013 - Present
AXA Equitable December 2006 - September 2013
Columbia College October 2009 - December 2009
Novelis March 2005 - December 2006
Covanta Energy 2000 - 2005
Fiserv 1991 - 1992
Skills
Accounts Payable, Payroll, Inventory Management, Balance, Financial Analysis, Accounting, PeopleSoft, Audit, Budgeting, Forecasting, Financial Reporting, Excel, Business Analysis, General Ledger, Auditing, Accounts Receivable, Variance Analysis, Analysis, Accruals, Journal Entries, Financial Accounting, Reconciliation, Cash Flow, Hyperion, Financial Planning, Financial Management, Quickbooks, Process Improvement, Cash Management, Consolidation, Banking, Microsoft Excel, Budgets, Business Process, Strategic Financial..., Account Reconciliation, Hyperion Enterprise, Management, Internal Controls, Financial Modeling, Finance, Financial Services, Sarbanes-Oxley Act
Education
Columbia College 2003 — 2009
MBA, Business
State University of New York College at Oswego 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Onondaga Community College 1991 — 1992
Bachelor of Applied Science (B.A.Sc.) Accounting, Accounting
Maxwell (Max) Kahn's AXA Equitable Experience 2009 - 2011
Job CEO and Founder at Digital Health Tech Advisors
Industry Venture Capital & Private Equity
Experience
Digital Health Tech Advisors 2015 - Present
WiserTogether, Inc. 2014 - Present
Healthsense 2012 - Present
Ayogo Health Inc. 2015 - 2015
WellDoc, Inc 2013 - 2015
PatientSafe Solutions 2012 - 2015
Merck Global Health Innovation Fund 2011 - 2015
AXA Equitable 2009 - 2011
AXA Equitable 2008 - 2009
Johnson & Johnson 2002 - 2008
Skills
Investments, Financial Modeling, Due Diligence, Valuation, Strategy, Venture Capital, Corporate Finance, Business Planning, Risk Management, Investment Banking, Finance, Private Equity, Mergers, Portfolio Management, Financial Analysis, Business Strategy, Executive Management, Mergers & Acquisitions, Strategic Planning, Corporate Development, Emerging Markets, Start-ups
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, European History
Digital Health Tech Advisors 2015 - Present
WiserTogether, Inc. 2014 - Present
Healthsense 2012 - Present
Ayogo Health Inc. 2015 - 2015
WellDoc, Inc 2013 - 2015
PatientSafe Solutions 2012 - 2015
Merck Global Health Innovation Fund 2011 - 2015
AXA Equitable 2009 - 2011
AXA Equitable 2008 - 2009
Johnson & Johnson 2002 - 2008
Skills
Investments, Financial Modeling, Due Diligence, Valuation, Strategy, Venture Capital, Corporate Finance, Business Planning, Risk Management, Investment Banking, Finance, Private Equity, Mergers, Portfolio Management, Financial Analysis, Business Strategy, Executive Management, Mergers & Acquisitions, Strategic Planning, Corporate Development, Emerging Markets, Start-ups
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, European History
Jack Chow Jack Chow's AXA Equitable Experience 1986 - 1993
Job I provide solutions to your problems.
Industry Insurance
Experience
EXIT REALTY LANDMARK October 2013 - Present
Univest Securities 2005 - 2006
MetLife December 1996 - July 2005
AXA Equitable 1986 - 1993
Skills
Insurance, Casualty, General Insurance, Excess, Bonds, Workers Compensation, Commercial Insurance, Employee Benefits, Customer Service, Risk Management, Disability Insurance, Account Management, New Business Development, Negotiation, Series 7, Long-term Care, Whole Life, Series 63, Retirement Planning, Series 6, Property & Casualty..., Term Life Insurance, Health Insurance, 401k, Retirement, Liability, Accident, Defined Benefit, Roth IRA, Cross Selling, Investments, Wealth Management, Agents, Real Estate, Customer Relations, Client Retention, General Liability, Home, Group Benefits, Health, Dental, Claims, Umbrella, Financial Planning, Long Term Care, IRA's, Annuities, Excel, Word, Professional Liability
Education
City University of New York-Hunter College 1982 — 1985
Bachelor of Arts (B.A.), Computer Science
EXIT REALTY LANDMARK October 2013 - Present
Univest Securities 2005 - 2006
MetLife December 1996 - July 2005
AXA Equitable 1986 - 1993
Skills
Insurance, Casualty, General Insurance, Excess, Bonds, Workers Compensation, Commercial Insurance, Employee Benefits, Customer Service, Risk Management, Disability Insurance, Account Management, New Business Development, Negotiation, Series 7, Long-term Care, Whole Life, Series 63, Retirement Planning, Series 6, Property & Casualty..., Term Life Insurance, Health Insurance, 401k, Retirement, Liability, Accident, Defined Benefit, Roth IRA, Cross Selling, Investments, Wealth Management, Agents, Real Estate, Customer Relations, Client Retention, General Liability, Home, Group Benefits, Health, Dental, Claims, Umbrella, Financial Planning, Long Term Care, IRA's, Annuities, Excel, Word, Professional Liability
Education
City University of New York-Hunter College 1982 — 1985
Bachelor of Arts (B.A.), Computer Science
Debbi Waxenfeld Debbi Waxenfeld's AXA Equitable Experience March 2007 - December 2007
Job Customer Advocate, PlanConnect
Industry Financial Services
Experience
PlanConnect December 2014 - Present
Debbi Jo's Photography January 2010 - Present
AXA January 2014 - December 2014
Livie & Cole by My 18 Inch Doll Inc. December 2011 - December 2013
AXA Equitable March 2007 - December 2007
AXA Equitable April 2005 - March 2007
AXA Advisors July 2000 - April 2005
Dunuwila Financial Services January 1996 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Digital Photography
Education
Columbia College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, 3.81
Utica School of Commerce 1993 — 1995
Associate's degree, Business Administration and Management, General, 3.7
Canastota High School 1990 — 1993
Diploma, Business
PlanConnect December 2014 - Present
Debbi Jo's Photography January 2010 - Present
AXA January 2014 - December 2014
Livie & Cole by My 18 Inch Doll Inc. December 2011 - December 2013
AXA Equitable March 2007 - December 2007
AXA Equitable April 2005 - March 2007
AXA Advisors July 2000 - April 2005
Dunuwila Financial Services January 1996 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Digital Photography
Education
Columbia College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, 3.81
Utica School of Commerce 1993 — 1995
Associate's degree, Business Administration and Management, General, 3.7
Canastota High School 1990 — 1993
Diploma, Business
Erin Nash's AXA Equitable Experience August 2012 - January 2014
Job Manager Talent Management at AXA US
Industry Financial Services
Experience
AXA US February 2014 - Present
AXA Equitable August 2012 - January 2014
Colgate University Office of Residential Life September 2011 - May 2012
Keynote Speaker April 2012 - April 2012
Keynote Speaker February 2012 - February 2012
Colgate University 2012 - 2012
The Drama-Play Connection June 2011 - August 2011
Colgate University September 2009 - January 2011
The Kelberman Center June 2010 - August 2010
Skills
Community Outreach, Qualitative Research, Psychology, Research, Statistics, Spanish, Facebook, Non-profits, Event Planning, Public Speaking, Teaching, PowerPoint, Editing, Fundraising, Microsoft Office, Nonprofits, Leadership, Human Resources, Management, Recruiting, Data Analysis, Employee Engagement
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Paul V. Moore High School 2005 — 2008
AXA US February 2014 - Present
AXA Equitable August 2012 - January 2014
Colgate University Office of Residential Life September 2011 - May 2012
Keynote Speaker April 2012 - April 2012
Keynote Speaker February 2012 - February 2012
Colgate University 2012 - 2012
The Drama-Play Connection June 2011 - August 2011
Colgate University September 2009 - January 2011
The Kelberman Center June 2010 - August 2010
Skills
Community Outreach, Qualitative Research, Psychology, Research, Statistics, Spanish, Facebook, Non-profits, Event Planning, Public Speaking, Teaching, PowerPoint, Editing, Fundraising, Microsoft Office, Nonprofits, Leadership, Human Resources, Management, Recruiting, Data Analysis, Employee Engagement
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Paul V. Moore High School 2005 — 2008
Andrea Persin Andrea Persin's AXA Equitable Experience 2011 - 2012
Job Assistant Director of Finance and Budget in Syracuse University's College of Arts & Sciences
Industry Accounting
Experience
Syracuse University May 2015 - Present
AXA US December 2014 - April 2015
AXA US 2012 - November 2014
AXA Equitable 2011 - 2012
AXA Equitable 2010 - 2011
AXA Equitable 2007 - 2010
AXA Equitable 2003 - 2007
Skills
Sarbanes-Oxley Act, PeopleSoft, Insurance, Accounting, Process Improvement, Financial Reporting, Analysis, General Ledger, Finance, Financial Statements, Account Reconciliation, Financial Analysis, Accruals, Sarbanes-Oxley, Journal Entries, Change Management, Business Process..., Variance Analysis, Financial Accounting, Leadership, Balance Sheet
Education
Columbia College
Bachelor of Science, Business Administration, Accounting
Onondaga Community College
Associate of Science (A.S.), Business Administration and Management, General
Syracuse University May 2015 - Present
AXA US December 2014 - April 2015
AXA US 2012 - November 2014
AXA Equitable 2011 - 2012
AXA Equitable 2010 - 2011
AXA Equitable 2007 - 2010
AXA Equitable 2003 - 2007
Skills
Sarbanes-Oxley Act, PeopleSoft, Insurance, Accounting, Process Improvement, Financial Reporting, Analysis, General Ledger, Finance, Financial Statements, Account Reconciliation, Financial Analysis, Accruals, Sarbanes-Oxley, Journal Entries, Change Management, Business Process..., Variance Analysis, Financial Accounting, Leadership, Balance Sheet
Education
Columbia College
Bachelor of Science, Business Administration, Accounting
Onondaga Community College
Associate of Science (A.S.), Business Administration and Management, General
Lori Woods Lori Woods's AXA Equitable Experience January 2008 - Present
Job Senior Life Underwriter at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2008 - Present
AXA Equitable May 2006 - December 2007
AXA Equitable February 2000 - April 2006
Disability Management Services February 1998 - January 2000
Disability Management Services February 1998 - January 2000
The MONY Group October 1990 - January 1998
Skills
Insurance
Education
Columbia College
Bachelor of Science, Business Administration
AXA Equitable January 2008 - Present
AXA Equitable May 2006 - December 2007
AXA Equitable February 2000 - April 2006
Disability Management Services February 1998 - January 2000
Disability Management Services February 1998 - January 2000
The MONY Group October 1990 - January 1998
Skills
Insurance
Education
Columbia College
Bachelor of Science, Business Administration
Marcela Tobar's AXA Equitable Experience January 2002 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
All About Fitness 2012 - Present
AXA Equitable January 2002 - January 2012
AXA Equitable January 2002 - January 2012
AXA Equitable 1995 - 2012
AXA Equitable 1995 - 2012
The Equitable Life January 1999 - January 2002
Equitable Life Insurance Co January 1999 - January 2002
AXA Equitable January 1995 - January 1999
Equitable Life Insurance Company January 1995 - January 1999
Skills
Retirement, 401k, IRAs, Mentoring, Spanish-English, Team Leadership, creative problem solving, 403 b
Education
John Jay College of Criminal Justice
John Jay College of Criminal Justice
Criminal Justice/Law Enforcement Administration
John Jay College of Criminal Justice
All About Fitness 2012 - Present
AXA Equitable January 2002 - January 2012
AXA Equitable January 2002 - January 2012
AXA Equitable 1995 - 2012
AXA Equitable 1995 - 2012
The Equitable Life January 1999 - January 2002
Equitable Life Insurance Co January 1999 - January 2002
AXA Equitable January 1995 - January 1999
Equitable Life Insurance Company January 1995 - January 1999
Skills
Retirement, 401k, IRAs, Mentoring, Spanish-English, Team Leadership, creative problem solving, 403 b
Education
John Jay College of Criminal Justice
John Jay College of Criminal Justice
Criminal Justice/Law Enforcement Administration
John Jay College of Criminal Justice
Andrew Gutting Andrew Gutting's AXA Equitable Experience November 2010 - August 2011
Job Principal Consultant at TeraThink
Industry Information Technology and Services
Experience
TeraThink Corporation October 2013 - Present
CGI Federal September 2011 - October 2013
AXA Equitable November 2010 - August 2011
Skills
Change Management, JIRA, Testing, Microsoft Excel, SDLC, Incident Management, Microsoft Word, ClearQuest, Cast, Ensemble, Oracle SQL Developer, Gmail, Business Process, PowerPoint, BMC Remedy, Government, Outlook, Upgrade, ERP Software, Microsoft Project
Education
Penn State University 2007 — 2010
Bachelor of Science (BS), Accounting
Cleveland State University 2006 — 2006
General Studies
TeraThink Corporation October 2013 - Present
CGI Federal September 2011 - October 2013
AXA Equitable November 2010 - August 2011
Skills
Change Management, JIRA, Testing, Microsoft Excel, SDLC, Incident Management, Microsoft Word, ClearQuest, Cast, Ensemble, Oracle SQL Developer, Gmail, Business Process, PowerPoint, BMC Remedy, Government, Outlook, Upgrade, ERP Software, Microsoft Project
Education
Penn State University 2007 — 2010
Bachelor of Science (BS), Accounting
Cleveland State University 2006 — 2006
General Studies
Audrey Stenerson Audrey Stenerson's AXA Equitable Experience January 2000 - May 2009
Job Intermediate Buyer at CalOptima
Industry Marketing and Advertising
Experience
CalOptima August 2015 - Present
County of Orange February 2015 - August 2015
County of Orange September 2014 - October 2014
Corinthian Colleges January 2013 - February 2014
Priority Posting & Publishing May 2010 - January 2013
AXA Equitable January 2000 - May 2009
MetLife September 1989 - December 1999
Skills
Sourcing, Negotiation, Vendor Management, Procurement, Production, Advertising, Purchasing, Customer Service, Direct Mail, Traffic Management, Budgets, Graphics, Digital Printing, Print Production, Vendor Relations, Inventory Management, Marketing Communications, Project Management, Sales, Time Management, Publishing, Marketing, Management, Direct Marketing, Marketing Strategy, Email Marketing, Leadership, Account Management, Social Media Marketing, Training
Education
Columbia College 1980 — 1984
BA, Commercial and Advertising Art
CalOptima August 2015 - Present
County of Orange February 2015 - August 2015
County of Orange September 2014 - October 2014
Corinthian Colleges January 2013 - February 2014
Priority Posting & Publishing May 2010 - January 2013
AXA Equitable January 2000 - May 2009
MetLife September 1989 - December 1999
Skills
Sourcing, Negotiation, Vendor Management, Procurement, Production, Advertising, Purchasing, Customer Service, Direct Mail, Traffic Management, Budgets, Graphics, Digital Printing, Print Production, Vendor Relations, Inventory Management, Marketing Communications, Project Management, Sales, Time Management, Publishing, Marketing, Management, Direct Marketing, Marketing Strategy, Email Marketing, Leadership, Account Management, Social Media Marketing, Training
Education
Columbia College 1980 — 1984
BA, Commercial and Advertising Art
Karlee Bobzien Karlee Bobzien's AXA Equitable Experience January 2008 - January 2009
Job Studying Natural Resource Recreation and Tourism at Colorado State University
Industry Higher Education
Experience
Downtown Denver Partnership May 2012 - August 2012
C.H. and Laurie Meili May 2011 - August 2011
Perfect Pools May 2006 - August 2010
AXA Equitable January 2008 - January 2009
State Farm Insurance August 2006 - February 2007
Skills
Managerial Experience, Organizing, Team Leadership, Attention To Detail, Customer Service, Event Planning, Leadership, Teamwork
Education
Colorado State University 2009 — 2013
Bachelor of Science, Natural Resource Recreation and Tourism; Natural Resource Tourism
Arapahoe High School 2005 — 2009
Downtown Denver Partnership May 2012 - August 2012
C.H. and Laurie Meili May 2011 - August 2011
Perfect Pools May 2006 - August 2010
AXA Equitable January 2008 - January 2009
State Farm Insurance August 2006 - February 2007
Skills
Managerial Experience, Organizing, Team Leadership, Attention To Detail, Customer Service, Event Planning, Leadership, Teamwork
Education
Colorado State University 2009 — 2013
Bachelor of Science, Natural Resource Recreation and Tourism; Natural Resource Tourism
Arapahoe High School 2005 — 2009
Sean Mullen, MSFS's AXA Equitable Experience June 2003 - December 2006
Job Director of Financial Services at The Madison Group, Inc.
Industry Financial Services
Experience
The Madison Group, Inc. February 2007 - Present
AXA Equitable June 2003 - December 2006
Skills
Strategic Financial..., Investments, Financial Reporting, Financial Services, Risk Management, Banking, Retirement Planning, Financial Modeling, Wealth Management, Finance, Asset Managment, Insurance, Strategic Planning, Securities, Asset Management, Fixed Annuities, Employee Benefits, Retirement, Mutual Funds, Portfolio Management, Estate Planning, Life Insurance, Financial Planning
Education
College for Financial Planning 2005 — 2006
Master of Science (MS), Financial Planning and Services
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (BS), Finance, General
The Madison Group, Inc. February 2007 - Present
AXA Equitable June 2003 - December 2006
Skills
Strategic Financial..., Investments, Financial Reporting, Financial Services, Risk Management, Banking, Retirement Planning, Financial Modeling, Wealth Management, Finance, Asset Managment, Insurance, Strategic Planning, Securities, Asset Management, Fixed Annuities, Employee Benefits, Retirement, Mutual Funds, Portfolio Management, Estate Planning, Life Insurance, Financial Planning
Education
College for Financial Planning 2005 — 2006
Master of Science (MS), Financial Planning and Services
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (BS), Finance, General
Lorraine Lennon Lorraine Lennon's AXA Equitable Experience 1986 - 1991
Job Director at Vigilant Compliance, LLC
Industry Financial Services
Experience
Vigilant Compliance, LLC September 2014 - Present
The American Speech-Language-Hearing Association (ASHA) January 2012 - April 2014
Council for Certification in Cardiovascular Imaging (CCCVI) July 2007 - December 2011
Armed Forces Benefit Association (AFBA) January 1997 - June 2007
Banner Life Insurance Compnay July 1994 - January 1997
Copeland Companies/CitiStreet 1991 - 1994
AXA Equitable 1986 - 1991
Prudential Financial 1984 - 1986
Skills
Program Management, Marketing, Customer Service, Nonprofits, Public Speaking, Leadership, Coaching
Education
College of Mount Saint Vincent
Bachelor of Arts, Business/Economics and Communication Arts/Journalism
Vigilant Compliance, LLC September 2014 - Present
The American Speech-Language-Hearing Association (ASHA) January 2012 - April 2014
Council for Certification in Cardiovascular Imaging (CCCVI) July 2007 - December 2011
Armed Forces Benefit Association (AFBA) January 1997 - June 2007
Banner Life Insurance Compnay July 1994 - January 1997
Copeland Companies/CitiStreet 1991 - 1994
AXA Equitable 1986 - 1991
Prudential Financial 1984 - 1986
Skills
Program Management, Marketing, Customer Service, Nonprofits, Public Speaking, Leadership, Coaching
Education
College of Mount Saint Vincent
Bachelor of Arts, Business/Economics and Communication Arts/Journalism
Kory Lenz Kory Lenz's AXA Equitable Experience 2010 - 2010
Job Business Development Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
MetLife September 2012 - February 2013
Two Young Studs Moving 2008 - September 2012
Miami Business Enterprises (MBE) 2011 - May 2012
Miami University Credit Union 2010 - 2011
AXA Equitable 2010 - 2010
Skills
Series 7, series 66, Finance, Series 6
Education
University of Tampa 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Miami University 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Colby College 2008 — 2008
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
MetLife September 2012 - February 2013
Two Young Studs Moving 2008 - September 2012
Miami Business Enterprises (MBE) 2011 - May 2012
Miami University Credit Union 2010 - 2011
AXA Equitable 2010 - 2010
Skills
Series 7, series 66, Finance, Series 6
Education
University of Tampa 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Miami University 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Colby College 2008 — 2008
Jill Guerrido Jill Guerrido's AXA Equitable Experience October 1999 - September 2002
Job Assistant Vice President Compliance Analyst
Industry Banking
Experience
Credit Suisse 2007 - 2011
General Motors Asset Management July 2006 - July 2007
Allianz Global Investors May 2005 - July 2006
OppenheimerFunds September 2002 - April 2005
AXA Equitable October 1999 - September 2002
Skills
AML, FINRA, Fixed Income, Hedge Funds, KYC, Risk Management, Securities, Anti Money Laundering, Capital Markets, Investment Banking
Education
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Arts (BA), Forensic Psychology
Berkeley College-New York 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cathedral High School 1992 — 1996
High School Diploma, General Studies
Credit Suisse 2007 - 2011
General Motors Asset Management July 2006 - July 2007
Allianz Global Investors May 2005 - July 2006
OppenheimerFunds September 2002 - April 2005
AXA Equitable October 1999 - September 2002
Skills
AML, FINRA, Fixed Income, Hedge Funds, KYC, Risk Management, Securities, Anti Money Laundering, Capital Markets, Investment Banking
Education
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Arts (BA), Forensic Psychology
Berkeley College-New York 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cathedral High School 1992 — 1996
High School Diploma, General Studies
Bob Caggiano Bob Caggiano's AXA Equitable Experience March 2012 - April 2013
Job Sr. Analyst Technology Planning & Governance at John Wiley and Sons
Industry Publishing
Experience
John Wiley and Sons May 2015 - Present
John Wiley and Sons May 2014 - Present
John Wiley and Sons April 2013 - April 2014
AXA Equitable March 2012 - April 2013
AXA Equitable July 2011 - February 2012
Global Aerospace June 2010 - August 2010
Skills
Hiperos 3rd Party..., Open Text Livelink, Ariba, Vendor Management, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Data Analysis, Lotus Notes, Business Analysis, Financial Reporting, Analysis
Education
Clemson University 2007 — 2011
B.S., Financial Management - Corporate Finance
John Wiley and Sons May 2015 - Present
John Wiley and Sons May 2014 - Present
John Wiley and Sons April 2013 - April 2014
AXA Equitable March 2012 - April 2013
AXA Equitable July 2011 - February 2012
Global Aerospace June 2010 - August 2010
Skills
Hiperos 3rd Party..., Open Text Livelink, Ariba, Vendor Management, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Data Analysis, Lotus Notes, Business Analysis, Financial Reporting, Analysis
Education
Clemson University 2007 — 2011
B.S., Financial Management - Corporate Finance
Anthony Finochio, MBA Anthony Finochio, MBA's AXA Equitable Experience 2008 - 2010
Job Senior Tax Associate at Dermody, Burke & Brown, CPAs, LLC
Industry Accounting
Experience
Dermody, Burke & Brown, CPAs, LLC August 2015 - Present
The Bonadio Group December 2012 - July 2015
Sinopoli & Sinopoli, CPAs, PC May 2011 - December 2012
AXA Equitable 2008 - 2010
Chiampou Travis Besaw & Kershner 2007 - 2008
US Army February 2002 - February 2007
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Tax, Accounts Payable, Bookkeeping, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, GAAP, Fixed Assets, Financial Analysis, Payroll
Education
Syracuse University 2009 — 2011
MBA, Business Administration/Accounting
Columbia College
Bachelor's of Science, Accounting
East Syracuse Minoa
Dermody, Burke & Brown, CPAs, LLC August 2015 - Present
The Bonadio Group December 2012 - July 2015
Sinopoli & Sinopoli, CPAs, PC May 2011 - December 2012
AXA Equitable 2008 - 2010
Chiampou Travis Besaw & Kershner 2007 - 2008
US Army February 2002 - February 2007
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Tax, Accounts Payable, Bookkeeping, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, GAAP, Fixed Assets, Financial Analysis, Payroll
Education
Syracuse University 2009 — 2011
MBA, Business Administration/Accounting
Columbia College
Bachelor's of Science, Accounting
East Syracuse Minoa
Terry Ayers's AXA Equitable Experience May 2005 - August 2010
Job Program and Solution Delivery Manager for Contact Center, Voice and Enterprise Software Solutions
Industry Information Technology and Services
Experience
ShoreGroup August 2013 - Present
AXA Tech August 2010 - August 2013
AXA Equitable May 2005 - August 2010
AXA Equitable May 2000 - May 2005
Family Dollar September 1999 - May 2000
Skills
SDLC, Vendor Management, Project Portfolio..., PMP, Process Improvement, Business Analysis, Project Management, Change Management, PMO, Cross-functional Team..., Program Management, CTI, Unified Communications, IT Strategy, Contact Centers, Cisco VoIP, IVR, Customer Experience, Speech Recognition, Call Centers, Software Quality..., Systems Analysis, Enterprise Software, Solution Implementation, SaaS, Agile Methodologies, Software Project..., Quality Assurance, Business Requirements
Education
Queens University of Charlotte 2001 — 2005
Bachelor's degree, Computer Information System
Clemson University 1995 — 1999
Engineering
ShoreGroup August 2013 - Present
AXA Tech August 2010 - August 2013
AXA Equitable May 2005 - August 2010
AXA Equitable May 2000 - May 2005
Family Dollar September 1999 - May 2000
Skills
SDLC, Vendor Management, Project Portfolio..., PMP, Process Improvement, Business Analysis, Project Management, Change Management, PMO, Cross-functional Team..., Program Management, CTI, Unified Communications, IT Strategy, Contact Centers, Cisco VoIP, IVR, Customer Experience, Speech Recognition, Call Centers, Software Quality..., Systems Analysis, Enterprise Software, Solution Implementation, SaaS, Agile Methodologies, Software Project..., Quality Assurance, Business Requirements
Education
Queens University of Charlotte 2001 — 2005
Bachelor's degree, Computer Information System
Clemson University 1995 — 1999
Engineering
Kristen Santos, MA, CFE, CAMS's AXA Equitable Experience February 2003 - September 2012
Job VP, Financial Crimes Investigations Unit at Sterling National Bank
Industry Banking
Experience
Sterling National Bank (formerly Provident Bank New York) September 2012 - Present
AXA Equitable February 2003 - September 2012
NYC Civilian Complaint Review Board (CCRB) February 1997 - February 2003
NYC Office of Revenue & Administration June 1995 - February 1997
NYPD, Criminal Assessment & Profiling Unit August 1994 - August 1995
Skills
Fixed Annuities, Criminal Investigations, Bank Secrecy Act, Life Insurance, Interviews, Interrogation, Fraud, Investigation, Private Investigations, Internal Investigations, OFAC, AML, USA PATRIOT Act, Risk Management, Enterprise Risk..., FINRA, Banking, Internal Audit, Forensic Analysis, Anti Money Laundering, Certified Fraud Examiner, Background Checks, Financial Risk, Operational Risk..., Operational Risk
Education
John Jay College of Criminal Justice
Masters, Forensic Psychology
Utica College
Bachelors, Psychology
Sterling National Bank (formerly Provident Bank New York) September 2012 - Present
AXA Equitable February 2003 - September 2012
NYC Civilian Complaint Review Board (CCRB) February 1997 - February 2003
NYC Office of Revenue & Administration June 1995 - February 1997
NYPD, Criminal Assessment & Profiling Unit August 1994 - August 1995
Skills
Fixed Annuities, Criminal Investigations, Bank Secrecy Act, Life Insurance, Interviews, Interrogation, Fraud, Investigation, Private Investigations, Internal Investigations, OFAC, AML, USA PATRIOT Act, Risk Management, Enterprise Risk..., FINRA, Banking, Internal Audit, Forensic Analysis, Anti Money Laundering, Certified Fraud Examiner, Background Checks, Financial Risk, Operational Risk..., Operational Risk
Education
John Jay College of Criminal Justice
Masters, Forensic Psychology
Utica College
Bachelors, Psychology
Richard McLeod Richard McLeod's AXA Equitable Experience April 2009 - December 2010
Job at
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
BNY Mellon May 2013 - August 2015
EmblemHealth July 2011 - May 2013
Verizon Wireless April 2011 - July 2011
AXA Equitable April 2009 - December 2010
ADP December 2006 - April 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Internal Audit, Auditing, Enterprise Risk..., Accounting, GAAP, Financial Risk, Finance, Operational Risk..., Process Improvement, Financial Services, Management, Analysis, Banking, Microsoft Excel
Education
City University of New York-College of Staten Island 2001 — 2006
Bachelors, Accounting
City University of New York-College of Staten Island
Associates, Finance
BNY Mellon August 2015 - Present
BNY Mellon May 2013 - August 2015
EmblemHealth July 2011 - May 2013
Verizon Wireless April 2011 - July 2011
AXA Equitable April 2009 - December 2010
ADP December 2006 - April 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Internal Audit, Auditing, Enterprise Risk..., Accounting, GAAP, Financial Risk, Finance, Operational Risk..., Process Improvement, Financial Services, Management, Analysis, Banking, Microsoft Excel
Education
City University of New York-College of Staten Island 2001 — 2006
Bachelors, Accounting
City University of New York-College of Staten Island
Associates, Finance
Erica Ammermuller Erica Ammermuller's AXA Equitable Experience June 2010 - August 2010
Job Manager, Sales Pricing & Planning at The CW Television Network
Industry Broadcast Media
Experience
The CW Television Network May 2015 - Present
The CW Television Network October 2013 - May 2015
Carat USA March 2013 - October 2013
Carat USA April 2012 - March 2013
The DavidHenry Agency June 2011 - April 2012
Preservation Society of Charleston September 2010 - March 2011
AXA Equitable June 2010 - August 2010
Summit Department of Community Programs June 2008 - August 2009
Skills
Social Media, Event Planning, Marketing, Media Planning, Project Management, Advertising, Public Relations, Marketing Communications, Press Releases, Social Media Marketing, Marketing Strategy, Facebook, Event Management, Account Management, Social Networking, Direct Marketing, Media Relations, Email Marketing, Microsoft Office, Strategic Communications, Digital Marketing, Sales, Budgets, Strategy
Education
Fashion Institute of Technology 2014 — 2016
Certificate, Image Consulting
College of Charleston 2007 — 2011
B.A., Major: Corporate Communications Minor: Hospitality & Tourism
Westfield High School 2003 — 2007
High School Diploma
The CW Television Network May 2015 - Present
The CW Television Network October 2013 - May 2015
Carat USA March 2013 - October 2013
Carat USA April 2012 - March 2013
The DavidHenry Agency June 2011 - April 2012
Preservation Society of Charleston September 2010 - March 2011
AXA Equitable June 2010 - August 2010
Summit Department of Community Programs June 2008 - August 2009
Skills
Social Media, Event Planning, Marketing, Media Planning, Project Management, Advertising, Public Relations, Marketing Communications, Press Releases, Social Media Marketing, Marketing Strategy, Facebook, Event Management, Account Management, Social Networking, Direct Marketing, Media Relations, Email Marketing, Microsoft Office, Strategic Communications, Digital Marketing, Sales, Budgets, Strategy
Education
Fashion Institute of Technology 2014 — 2016
Certificate, Image Consulting
College of Charleston 2007 — 2011
B.A., Major: Corporate Communications Minor: Hospitality & Tourism
Westfield High School 2003 — 2007
High School Diploma
Vic Heineman Vic Heineman's AXA Equitable Experience January 1980 - March 1996
Job Insurance Advisor at The Private Bank Wells Fargo
Industry Insurance
Experience
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Ori Ben-Yishai's AXA Equitable Experience April 2011 - June 2013
Job Managing Director, Head of Marketing Programs at AXA US
Industry Insurance
Experience
AXA US June 2013 - Present
AXA Equitable April 2011 - June 2013
AXA Equitable April 2010 - June 2013
AXA Equitable September 2007 - April 2010
McKinsey and Company July 2004 - September 2007
Clearium 2000 - 2002
Gornitzky & Co. 1998 - 1999
Office of the Prime Minister, Israel 1995 - 1997
Israel Defense Forces 1989 - 1994
Skills
Business Strategy, Analytics, Change Management, Team Management, Management Consulting, Financial Product..., P&L Financial Management, Creative Problem Solving, Analytic Problem Solving, Marketing Strategy, Marketing for Small..., Customer Segmentation..., Sales Operations, Business Development, Communication, Strategy, Segmentation, Investments, Financial Services, Start-ups
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Marketing
The Hebrew University 1994 — 1998
LLB, Law, Magna Cum Laude
AXA US June 2013 - Present
AXA Equitable April 2011 - June 2013
AXA Equitable April 2010 - June 2013
AXA Equitable September 2007 - April 2010
McKinsey and Company July 2004 - September 2007
Clearium 2000 - 2002
Gornitzky & Co. 1998 - 1999
Office of the Prime Minister, Israel 1995 - 1997
Israel Defense Forces 1989 - 1994
Skills
Business Strategy, Analytics, Change Management, Team Management, Management Consulting, Financial Product..., P&L Financial Management, Creative Problem Solving, Analytic Problem Solving, Marketing Strategy, Marketing for Small..., Customer Segmentation..., Sales Operations, Business Development, Communication, Strategy, Segmentation, Investments, Financial Services, Start-ups
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Marketing
The Hebrew University 1994 — 1998
LLB, Law, Magna Cum Laude
Andrea Bober's AXA Equitable Experience 2006 - 2007
Job
Industry Financial Services
Experience
MasterCard Worldwide 2007 - Present
AXA Equitable 2006 - 2007
JPMorgan Chase, Chase Insurance Group 1996 - 2006
Skills
Project Management, Six Sigma, Cross-functional Team..., Product Management, Process Improvement, Marketing Strategy, Business Analysis, Debit Cards, Direct Marketing, Financial Services, PMO, Vendor Management, Business Planning, Business Process..., Leadership, Payment Systems, Payments, Strategy, Business Development, Program Management, Electronic Payments, Risk Management, Analytics, Mobile Payments, Financial Analysis, Strategic Partnerships, Relationship Management, Payment Card Processing, Cards, E-payments
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics and Decision Science
MasterCard Worldwide 2007 - Present
AXA Equitable 2006 - 2007
JPMorgan Chase, Chase Insurance Group 1996 - 2006
Skills
Project Management, Six Sigma, Cross-functional Team..., Product Management, Process Improvement, Marketing Strategy, Business Analysis, Debit Cards, Direct Marketing, Financial Services, PMO, Vendor Management, Business Planning, Business Process..., Leadership, Payment Systems, Payments, Strategy, Business Development, Program Management, Electronic Payments, Risk Management, Analytics, Mobile Payments, Financial Analysis, Strategic Partnerships, Relationship Management, Payment Card Processing, Cards, E-payments
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics and Decision Science
Patricia Vargas, CFE's AXA Equitable Experience November 2006 - March 2010
Job Investigator at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2012 - Present
Con Edison April 2010 - March 2012
AXA Equitable November 2006 - March 2010
New York City Department of Transportation September 2005 - November 2006
Civilian Complaint Review Board April 2001 - September 2005
Skills
Computer..., Investigations, Background Checks, Private Investigations, Fraud, Policy, Security, Compliance..., Internal Audit, Investigation, Criminal Investigations, Internal Investigations, Enforcement, Criminal Justice, Corporate Governance, Certified Fraud Examiner
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2008
MPA, Public Administration/Inspector General Program - Investigations and Operational Inspection
Rutgers, The State University of New Jersey-Newark 1996 — 2000
BA, Economics
Prudential Financial April 2012 - Present
Con Edison April 2010 - March 2012
AXA Equitable November 2006 - March 2010
New York City Department of Transportation September 2005 - November 2006
Civilian Complaint Review Board April 2001 - September 2005
Skills
Computer..., Investigations, Background Checks, Private Investigations, Fraud, Policy, Security, Compliance..., Internal Audit, Investigation, Criminal Investigations, Internal Investigations, Enforcement, Criminal Justice, Corporate Governance, Certified Fraud Examiner
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2008
MPA, Public Administration/Inspector General Program - Investigations and Operational Inspection
Rutgers, The State University of New Jersey-Newark 1996 — 2000
BA, Economics
Deborah Ewen's AXA Equitable Experience 1975 - 1987
Job Leadership Coach
Industry Professional Training & Coaching
Experience
D.G. Ewen & Associates, LLC June 2007 - Present
Lee Hecht Harrison 1997 - 2007
AXA Equitable 1975 - 1987
Skills
Executive Relationship, Executive Coaching, Coaching, Career Development, Leadership Development, Executive Development, Business Development
Education
New York University 2005 — 2007
Executive Coaching Certification Prog
City University of New York-Hunter College
BA, English, Psychology
D.G. Ewen & Associates, LLC June 2007 - Present
Lee Hecht Harrison 1997 - 2007
AXA Equitable 1975 - 1987
Skills
Executive Relationship, Executive Coaching, Coaching, Career Development, Leadership Development, Executive Development, Business Development
Education
New York University 2005 — 2007
Executive Coaching Certification Prog
City University of New York-Hunter College
BA, English, Psychology
Alan Satterlee's AXA Equitable Experience 2012 - Present
Job Director of Retail Development Initiatives at AXA
Industry Financial Services
Experience
AXA December 2014 - Present
AXA Financial 2000 - Present
AXA Equitable 2012 - Present
Misc 2000 - 2008
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Financial Services, 401k
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, Management, Marketing blend
University of Houston 1991 — 1995
Ph.D., Economics
University of Tennessee-Knoxville 1988 — 1991
Bachelor's Degree, Economics. Political Science
AXA December 2014 - Present
AXA Financial 2000 - Present
AXA Equitable 2012 - Present
Misc 2000 - 2008
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Financial Services, 401k
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, Management, Marketing blend
University of Houston 1991 — 1995
Ph.D., Economics
University of Tennessee-Knoxville 1988 — 1991
Bachelor's Degree, Economics. Political Science
John Volk's AXA Equitable Experience August 2006 - March 2009
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
Adam Coe's AXA Equitable Experience January 2007 - June 2009
Job Distribution CFO at AXA US
Industry Management Consulting
Experience
AXA US April 2014 - Present
A.T. Kearney July 2011 - April 2014
Columbia Business School August 2009 - May 2011
A.T. Kearney May 2010 - July 2010
AXA Equitable January 2007 - June 2009
Towers Perrin 2003 - 2007
Skills
Business Strategy, Project Management, Financial Services, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Mergers, Strategy, Management Consulting, Corporate Development, Capital Markets, Investments, Risk Management, Portfolio Management, Asset Managment, Change Management, Private Equity, Competitive Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Texas A&M University 1998 — 2002
BS, Industrial Engineering
AXA US April 2014 - Present
A.T. Kearney July 2011 - April 2014
Columbia Business School August 2009 - May 2011
A.T. Kearney May 2010 - July 2010
AXA Equitable January 2007 - June 2009
Towers Perrin 2003 - 2007
Skills
Business Strategy, Project Management, Financial Services, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Mergers, Strategy, Management Consulting, Corporate Development, Capital Markets, Investments, Risk Management, Portfolio Management, Asset Managment, Change Management, Private Equity, Competitive Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Texas A&M University 1998 — 2002
BS, Industrial Engineering
Jacob Greenspan's AXA Equitable Experience October 2004 - September 2007
Job Financial Controller at Charleston Harbor Resort & Marina
Industry Accounting
Experience
Charleston Harbor Resort & Marina December 2009 - Present
AXA Equitable October 2004 - September 2007
Burton Snowboards November 2003 - June 2004
College Directory Publishing, LLC. May 2002 - August 2003
Education
College of Charleston 2008 — 2010
Accounting
University of Vermont 1999 — 2003
Finance, Entrepreneurship, Political Science
Charleston Harbor Resort & Marina December 2009 - Present
AXA Equitable October 2004 - September 2007
Burton Snowboards November 2003 - June 2004
College Directory Publishing, LLC. May 2002 - August 2003
Education
College of Charleston 2008 — 2010
Accounting
University of Vermont 1999 — 2003
Finance, Entrepreneurship, Political Science
Elizabeth Hammond's AXA Equitable Experience 1991 - 1993
Job Director
Industry Investment Management
Experience
Kohlberg Kravis Roberts & Co August 2009 - Present
Citi Alternative Investments March 2006 - July 2009
Siguler Guff March 2005 - March 2006
Deutsche Asset Management 2000 - 2002
Trainer Wortham 1999 - 2000
Lynch & Mayer 1993 - 1999
AXA Equitable 1991 - 1993
Skills
Financial Modeling, Equities, Alternative Investments, Asset Managment, Asset Management, Credit, Hedge Funds, Marketing, Private Equity, Capital Markets, Investments, Fixed Income, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2000
College of Charleston 1986 — 1989
B.S., Business Administration
Lugoff Elgin High School 1981 — 1985
Kohlberg Kravis Roberts & Co August 2009 - Present
Citi Alternative Investments March 2006 - July 2009
Siguler Guff March 2005 - March 2006
Deutsche Asset Management 2000 - 2002
Trainer Wortham 1999 - 2000
Lynch & Mayer 1993 - 1999
AXA Equitable 1991 - 1993
Skills
Financial Modeling, Equities, Alternative Investments, Asset Managment, Asset Management, Credit, Hedge Funds, Marketing, Private Equity, Capital Markets, Investments, Fixed Income, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2000
College of Charleston 1986 — 1989
B.S., Business Administration
Lugoff Elgin High School 1981 — 1985
Bhavi Patel's AXA Equitable Experience 2006 - 2007
Job Compliance Analyst at SanofiAventis
Industry Pharmaceuticals
Experience
Sanofi-Aventis August 2007 - Present
AXA Equitable 2006 - 2007
Dow Jones 2004 - 2006
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, Auditing, Risk Assessment, CISA, Enterprise Risk..., Risk Management, Process Improvement, Sarbanes-Oxley, Governance, COBIT, Business Process..., Information Technology, Financial Risk, Financial Audits, Information Security, Information Security..., Business Continuity, Business Process, Computer System..., Change Control, Finance, 21 CFR Part 11, GxP, External Audit
Education
City University of New York-Hunter College 1998 — 2003
Sanofi-Aventis August 2007 - Present
AXA Equitable 2006 - 2007
Dow Jones 2004 - 2006
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, Auditing, Risk Assessment, CISA, Enterprise Risk..., Risk Management, Process Improvement, Sarbanes-Oxley, Governance, COBIT, Business Process..., Information Technology, Financial Risk, Financial Audits, Information Security, Information Security..., Business Continuity, Business Process, Computer System..., Change Control, Finance, 21 CFR Part 11, GxP, External Audit
Education
City University of New York-Hunter College 1998 — 2003
Michelle Wisner, FLMI, ARA, ACS's AXA Equitable Experience January 2004 - Present
Job Manager, Reinsurance at AXA US
Industry Financial Services
Experience
AXA Equitable January 2004 - Present
Lincoln Financial Group 1995 - 2000
Skills
Operations Management, Financial Analysis, Business Analysis, Accounts Payable, Analysis, Account Reconciliation, Accounts Receivable, Financial Reporting, Customer Experience, Life Insurance, Reinsurance, Variable Annuities, Management, Insurance, Process Improvement, Risk Management, Financial Services, Business Process...
Education
Columbia College
AXA Equitable January 2004 - Present
Lincoln Financial Group 1995 - 2000
Skills
Operations Management, Financial Analysis, Business Analysis, Accounts Payable, Analysis, Account Reconciliation, Accounts Receivable, Financial Reporting, Customer Experience, Life Insurance, Reinsurance, Variable Annuities, Management, Insurance, Process Improvement, Risk Management, Financial Services, Business Process...
Education
Columbia College
Michael L. Pierce's AXA Equitable Experience January 2001 - June 2008
Job District Director
Industry Financial Services
Experience
Allianz Life June 2008 - Present
AXA Equitable January 2001 - June 2008
National Planning Corporation January 1999 - January 2001
Jackson January 1994 - January 1999
Skills
Fixed Annuities, Life Insurance, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, Series 24, Securities, IRAs, Strategic Financial..., FINRA, Alternative Investments, Separately Managed..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 1990 — 1993
Bachelor of Science (B.S.), Financial Management
Allianz Life June 2008 - Present
AXA Equitable January 2001 - June 2008
National Planning Corporation January 1999 - January 2001
Jackson January 1994 - January 1999
Skills
Fixed Annuities, Life Insurance, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, Series 24, Securities, IRAs, Strategic Financial..., FINRA, Alternative Investments, Separately Managed..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 1990 — 1993
Bachelor of Science (B.S.), Financial Management
Arthur Gandolfi's AXA Equitable Experience October 2010 - May 2014
Job Corporate Vice President Life Product at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
AXA Equitable October 2010 - May 2014
AXA Equitable August 2009 - October 2010
Ambac August 2005 - June 2009
Blackheath Financial June 2002 - August 2005
McKinsey & Company September 1997 - May 2002
mckinsey 1997 - 2002
mckinsey 1997 - 2002
Skills
Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Valuation, Product Management, Strategy, Finance, Financial Services, Portfolio Management, Insurance, Management, Financial Modeling, Investments, Risk Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The University of Chicago 1994 — 1995
MA, Economics
Harvard University 1989 — 1993
BA, Economics
New York Life Insurance Company May 2014 - Present
AXA Equitable October 2010 - May 2014
AXA Equitable August 2009 - October 2010
Ambac August 2005 - June 2009
Blackheath Financial June 2002 - August 2005
McKinsey & Company September 1997 - May 2002
mckinsey 1997 - 2002
mckinsey 1997 - 2002
Skills
Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Valuation, Product Management, Strategy, Finance, Financial Services, Portfolio Management, Insurance, Management, Financial Modeling, Investments, Risk Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The University of Chicago 1994 — 1995
MA, Economics
Harvard University 1989 — 1993
BA, Economics
Loraine Erskine's AXA Equitable Experience October 2012 - Present
Job Manager Internal Audit AXA Equitable
Industry Insurance
Experience
AXA Equitable October 2012 - Present
AXA -Equitable 2007 - October 2012
Merrill Lynch October 1998 - July 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Accounting, Insurance, GAAP, Strategic Financial..., Sarbanes-Oxley, Auditing
Education
City University of New York-Brooklyn College 2013 — 2015
Master’s Degree, Business Economics
City University of New York-Brooklyn College 2003 — 2007
Bachelor’s Degree, Accounting
AXA Equitable October 2012 - Present
AXA -Equitable 2007 - October 2012
Merrill Lynch October 1998 - July 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Accounting, Insurance, GAAP, Strategic Financial..., Sarbanes-Oxley, Auditing
Education
City University of New York-Brooklyn College 2013 — 2015
Master’s Degree, Business Economics
City University of New York-Brooklyn College 2003 — 2007
Bachelor’s Degree, Accounting
Branden DeMass's AXA Equitable Experience January 2009 - August 2011
Job Extern / Law Clerk at ASU Athletics Compliance
Industry Legal Services
Experience
ASU Athletics Compliance August 2013 - May 2014
Gila River Indian Community Court June 2013 - May 2014
Charles F. Myers, PA January 2013 - April 2013
Salt River Pima-Maricopa Indian Community May 2012 - July 2012
AXA Equitable January 2009 - August 2011
AXA Equitable September 2007 - August 2009
Urban Express LLC February 2007 - September 2007
AXA Equitable November 2006 - February 2007
Russell Investment Group June 2005 - August 2005
Russell Investment Group June 2004 - August 2004
Skills
Human Resources, Deferred Compensation, Employee Relations, PeopleSoft, Access, Employee Benefits, Recruiting, Risk Management
Education
Arizona State University 2011 — 2014
Jurisprudence Degree - Sandra Day O'Connor College of Law, Law
Hunter College 2008 — 2008
Undecided, Music & Entertainment
Ithaca College 2002 — 2006
B.S, Business Administration & Legal Studies Minor
North Rose Wolcott Highschool 2001 — 2002
HS, College Prep
Marysville Pilchuck Highschool 1999 — 2000
College Prep.
ASU Athletics Compliance August 2013 - May 2014
Gila River Indian Community Court June 2013 - May 2014
Charles F. Myers, PA January 2013 - April 2013
Salt River Pima-Maricopa Indian Community May 2012 - July 2012
AXA Equitable January 2009 - August 2011
AXA Equitable September 2007 - August 2009
Urban Express LLC February 2007 - September 2007
AXA Equitable November 2006 - February 2007
Russell Investment Group June 2005 - August 2005
Russell Investment Group June 2004 - August 2004
Skills
Human Resources, Deferred Compensation, Employee Relations, PeopleSoft, Access, Employee Benefits, Recruiting, Risk Management
Education
Arizona State University 2011 — 2014
Jurisprudence Degree - Sandra Day O'Connor College of Law, Law
Hunter College 2008 — 2008
Undecided, Music & Entertainment
Ithaca College 2002 — 2006
B.S, Business Administration & Legal Studies Minor
North Rose Wolcott Highschool 2001 — 2002
HS, College Prep
Marysville Pilchuck Highschool 1999 — 2000
College Prep.
Jeff Cineas's AXA Equitable Experience January 2009 - December 2010
Job Platinum Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Santander Bank, N.A. August 2013 - February 2015
State Farm 2010 - 2013
AXA Equitable January 2009 - December 2010
JPMorgan Chase January 2006 - December 2009
E1 Asset Management January 2004 - January 2006
Skills
Finance, Portfolio Management, Banking, Risk Management, Investments, Strategy, Customer Service, Loans, Training, Retirement Planning, Series 7, Series 63, Management, Financial Services, Sales, Asset Allocation, Investment Strategies, Retirement, Project Planning, New Business Development, Negotiation, Estate Planning, Mutual Funds
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor's degree, Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
State University of New York College at Old Westbury
State University of New York College at Old Westbury
University at Albany, SUNY
E*TRADE Financial Corporation February 2015 - Present
Santander Bank, N.A. August 2013 - February 2015
State Farm 2010 - 2013
AXA Equitable January 2009 - December 2010
JPMorgan Chase January 2006 - December 2009
E1 Asset Management January 2004 - January 2006
Skills
Finance, Portfolio Management, Banking, Risk Management, Investments, Strategy, Customer Service, Loans, Training, Retirement Planning, Series 7, Series 63, Management, Financial Services, Sales, Asset Allocation, Investment Strategies, Retirement, Project Planning, New Business Development, Negotiation, Estate Planning, Mutual Funds
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor's degree, Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
State University of New York College at Old Westbury
State University of New York College at Old Westbury
University at Albany, SUNY
Karl Sims's AXA Equitable Experience 2004 - Present
Job Software Integration Specialist at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable 2004 - Present
MONY 1988 - 2004
The MONY Group 2000 - 2002
HealthCare Data Systems June 1996 - October 1997
The MONY Group September 1988 - June 1996
Education
Colgate University 1983 — 1987
Syracuse University 1983 — 1987
Did not attend SU...just finding friends
AXA Equitable 2004 - Present
MONY 1988 - 2004
The MONY Group 2000 - 2002
HealthCare Data Systems June 1996 - October 1997
The MONY Group September 1988 - June 1996
Education
Colgate University 1983 — 1987
Syracuse University 1983 — 1987
Did not attend SU...just finding friends
Dan Mogen's AXA Equitable Experience January 2005 - August 2008
Job Development Review Engineer at City of Fort Collins
Industry Civil Engineering
Experience
City of Fort Collins April 2014 - Present
City of Fort Collins June 2013 - April 2014
City of Fort Collins May 2012 - May 2013
Colorado State University Civil Engineering Laboratories August 2011 - May 2013
Colorado State University Engineering Research Center - Hydraulics Laboratory May 2011 - August 2011
Mogen Agency, Inc. September 2008 - August 2010
AXA Equitable January 2005 - August 2008
Education
Colorado State University 2010 — 2013
Bachelor of Science (B.S.), Civil Engineering
University of Wyoming 2000 — 2004
Bachelor's Degree, Business Administration, Economics Minor
City of Fort Collins April 2014 - Present
City of Fort Collins June 2013 - April 2014
City of Fort Collins May 2012 - May 2013
Colorado State University Civil Engineering Laboratories August 2011 - May 2013
Colorado State University Engineering Research Center - Hydraulics Laboratory May 2011 - August 2011
Mogen Agency, Inc. September 2008 - August 2010
AXA Equitable January 2005 - August 2008
Education
Colorado State University 2010 — 2013
Bachelor of Science (B.S.), Civil Engineering
University of Wyoming 2000 — 2004
Bachelor's Degree, Business Administration, Economics Minor
Rubik Babaians's AXA Equitable Experience July 1986 - December 1990
Job OwnerOfficerPrincipal, Financial Technology Management, Inc.
Industry Accounting
Experience
Arpa Foundation for Film Music and Arts (AFFMA) January 1995 - Present
Financial Technology Management, Inc. January 1989 - Present
AXA Equitable July 1986 - December 1990
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Corporate Finance, Business Strategy, Management Consulting, Start-ups, Managerial Finance, Small Business, Microsoft Excel, Income Tax, Public Speaking, Accounting, Portfolio Management, Corporate Taxation, Tax Accounting, Income Taxation, Financial Management, Business Management, Business Model..., Non-profit Development, Strategic Negotiations, Payroll
Education
College for Financial Planning 1984 — 1986
CFP, Certified Financial Planner
University of Southern California - Marshall School of Business
Finance-Management
Arpa Foundation for Film Music and Arts (AFFMA) January 1995 - Present
Financial Technology Management, Inc. January 1989 - Present
AXA Equitable July 1986 - December 1990
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Corporate Finance, Business Strategy, Management Consulting, Start-ups, Managerial Finance, Small Business, Microsoft Excel, Income Tax, Public Speaking, Accounting, Portfolio Management, Corporate Taxation, Tax Accounting, Income Taxation, Financial Management, Business Management, Business Model..., Non-profit Development, Strategic Negotiations, Payroll
Education
College for Financial Planning 1984 — 1986
CFP, Certified Financial Planner
University of Southern California - Marshall School of Business
Finance-Management
Jeff Ewusi's AXA Equitable Experience January 2010 - Present
Job Wholesaler at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2010 - Present
Innovative Music Group January 2007 - January 2010
Island Def Jam Music Group October 2004 - December 2006
Skills
Variable Annuities, Mutual Funds, Strategic Financial..., Public Speaking, Market Risk, Equities, Investments, Financial Analysis, Series 63
Education
College of the Holy Cross 1999 — 2003
BA, Psychology, Economics
College of the Holy Cross 1999 — 2003
Bachelor of Science (BS), Psychology
AXA Equitable January 2010 - Present
Innovative Music Group January 2007 - January 2010
Island Def Jam Music Group October 2004 - December 2006
Skills
Variable Annuities, Mutual Funds, Strategic Financial..., Public Speaking, Market Risk, Equities, Investments, Financial Analysis, Series 63
Education
College of the Holy Cross 1999 — 2003
BA, Psychology, Economics
College of the Holy Cross 1999 — 2003
Bachelor of Science (BS), Psychology
Tyler Gale's AXA Equitable Experience August 2008 - February 2011
Job Lead Project Manager at AXA US
Industry Financial Services
Experience
AXA US February 2011 - Present
AXA Equitable August 2008 - February 2011
AXA Equitable July 2004 - July 2008
The MONY Group July 2001 - July 2004
Skills
Distributed Print IT..., IT Project management, Vendor Relationships, Vendor Management, Building Relationships, Distributed Systems, Mainframe, IT Solutions, Project Management, SDLC, PMP, Systems Analysis, Project Portfolio..., Software Project..., Requirements Analysis, Requirements Gathering, Software Documentation, IT Strategy, Business Analysis, Analysis, Business Requirements, PMO, Software Development, Visio, Business Process..., Management, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Business
Clarkson University 1997 — 2001
Bachelor of Science, Management Information Systems
AXA US February 2011 - Present
AXA Equitable August 2008 - February 2011
AXA Equitable July 2004 - July 2008
The MONY Group July 2001 - July 2004
Skills
Distributed Print IT..., IT Project management, Vendor Relationships, Vendor Management, Building Relationships, Distributed Systems, Mainframe, IT Solutions, Project Management, SDLC, PMP, Systems Analysis, Project Portfolio..., Software Project..., Requirements Analysis, Requirements Gathering, Software Documentation, IT Strategy, Business Analysis, Analysis, Business Requirements, PMO, Software Development, Visio, Business Process..., Management, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Business
Clarkson University 1997 — 2001
Bachelor of Science, Management Information Systems
Rosemary Brennan, CLU's AXA Equitable Experience May 2012 - Present
Job Chief of Staff, Director of Sales Operations
Industry Insurance
Experience
AXA Equitable May 2012 - Present
The Hartford June 2007 - May 2012
Skills
Series 6, Insurance, Sales Operations, Fixed Annuities, Series 7
Education
College of the Holy Cross 1972 — 1976
BA, Economics, Accounting
AXA Equitable May 2012 - Present
The Hartford June 2007 - May 2012
Skills
Series 6, Insurance, Sales Operations, Fixed Annuities, Series 7
Education
College of the Holy Cross 1972 — 1976
BA, Economics, Accounting
John R. Kirksey's AXA Equitable Experience 2005 - 2008
Job President/CEO at TKG Global Advisors
Industry Management Consulting
Experience
TKG Global Advisors August 2012 - Present
National MultiCultural Institute 2010 - 2012
NYU,Polytechnic University 2005 - 2012
NYU,Polytechnic University 2005 - 2012
TKG Global Advisors 2008 - 2010
AXA Equitable 2005 - 2008
The Kirksey Group (PWC Alliance Partner) 2003 - 2005
Marsh & McClennan 2001 - 2003
PricewaterhouseCoopers 1997 - 2001
Skills
Employee Engagement, Leadership Development, Strategy, Organizational..., Executive Coaching, Strategic Planning, Organizational..., Executive Development, Diversity & Inclusion, Leadership, Management, Change Management, Workshop Facilitation, HR Consulting, Executive Management, Talent Management, Organizational Design, Culture Change, Succession Planning, Coaching, Management Consulting, Team Building, Career Development, Staff Development, Consulting, Performance Improvement, Program Management, Personnel Management, Performance Management, Executive Pay, Workforce Planning
Education
Columbia University - Columbia Business School 1986 — 1986
Advanced Mgt, Business
Governors State University 1974 — 1976
Master of Arts (M.A.)
TKG Global Advisors August 2012 - Present
National MultiCultural Institute 2010 - 2012
NYU,Polytechnic University 2005 - 2012
NYU,Polytechnic University 2005 - 2012
TKG Global Advisors 2008 - 2010
AXA Equitable 2005 - 2008
The Kirksey Group (PWC Alliance Partner) 2003 - 2005
Marsh & McClennan 2001 - 2003
PricewaterhouseCoopers 1997 - 2001
Skills
Employee Engagement, Leadership Development, Strategy, Organizational..., Executive Coaching, Strategic Planning, Organizational..., Executive Development, Diversity & Inclusion, Leadership, Management, Change Management, Workshop Facilitation, HR Consulting, Executive Management, Talent Management, Organizational Design, Culture Change, Succession Planning, Coaching, Management Consulting, Team Building, Career Development, Staff Development, Consulting, Performance Improvement, Program Management, Personnel Management, Performance Management, Executive Pay, Workforce Planning
Education
Columbia University - Columbia Business School 1986 — 1986
Advanced Mgt, Business
Governors State University 1974 — 1976
Master of Arts (M.A.)
Harry Doyle's AXA Equitable Experience 2004 - Present
Job Corp Real Estate at AXA Equitable
Industry Financial Services
Experience
AXA Equitable 2004 - Present
MONY Life Insurance Co. 1997 - 2004
Fay's Drug Stores/Wheels Discount Auto Supply/The Paper Cutter 1994 - 1997
Skills
Risk Management, Financial Analysis, Insurance, Investments, Vendor Management, Negotiation, Project Management, Financial Modeling, Financial Services
Education
Syracuse University
MS, Information Systems & Operations Research
College of the Holy Cross
BA, Mathematics/Economics
St Peter of Alcantara
AXA Equitable 2004 - Present
MONY Life Insurance Co. 1997 - 2004
Fay's Drug Stores/Wheels Discount Auto Supply/The Paper Cutter 1994 - 1997
Skills
Risk Management, Financial Analysis, Insurance, Investments, Vendor Management, Negotiation, Project Management, Financial Modeling, Financial Services
Education
Syracuse University
MS, Information Systems & Operations Research
College of the Holy Cross
BA, Mathematics/Economics
St Peter of Alcantara
Louis Minora's AXA Equitable Experience March 2004 - December 2008
Job Insurance Institutional Relationship Specialist at Capital Group at Capital Group
Industry Financial Services
Experience
Capital Group June 2014 - Present
AXA US November 2012 - June 2014
AXA US January 2009 - October 2012
AXA Equitable March 2004 - December 2008
Parente Randolph December 2001 - March 2004
Arthur Andersen September 2000 - October 2001
Skills
Leadership, Product Marketing, Sales, Analysis, Financial Analysis, Insurance, Risk Management, Finance, Mergers & Acquisitions, Accounting, Forecasting, Strategic Planning, Budgets
Education
College of the Holy Cross 1996 — 2000
BA, Accounting
Capital Group June 2014 - Present
AXA US November 2012 - June 2014
AXA US January 2009 - October 2012
AXA Equitable March 2004 - December 2008
Parente Randolph December 2001 - March 2004
Arthur Andersen September 2000 - October 2001
Skills
Leadership, Product Marketing, Sales, Analysis, Financial Analysis, Insurance, Risk Management, Finance, Mergers & Acquisitions, Accounting, Forecasting, Strategic Planning, Budgets
Education
College of the Holy Cross 1996 — 2000
BA, Accounting
Joe Mis's AXA Equitable Experience September 1989 - November 1990
Job IT Operations Engineer at Bonobos
Industry Higher Education
Experience
Bonobos January 2014 - Present
Hardrock Haven May 2009 - Present
Bard Graduate Center October 2001 - January 2014
Array Technologies, Inc. July 1998 - October 2001
Brooklyn Botanic Garden January 1997 - July 1998
Sesame Workshop June 1996 - January 1997
THE NEW YORK PUBLIC LIBRARY April 1994 - June 1996
Nielsen Media Research December 1990 - April 1994
AXA Equitable September 1989 - November 1990
Price Waterhouse December 1987 - September 1989
Skills
Music Industry, Journalism, IT Management, Network Administration, Network Architecture, Social Media Marketing, Photography, Sound, Publishing, Music Publishing, Recording, Entertainment, Editing, Music, Network Design, Servers, Technical Support, Networking, VMware, Windows Server, Operating Systems, Multimedia, New Media, Management, Security, Troubleshooting
Education
City University of New York-Hunter College 1982 — 1988
BA, Economics, Computer Science
Bonobos January 2014 - Present
Hardrock Haven May 2009 - Present
Bard Graduate Center October 2001 - January 2014
Array Technologies, Inc. July 1998 - October 2001
Brooklyn Botanic Garden January 1997 - July 1998
Sesame Workshop June 1996 - January 1997
THE NEW YORK PUBLIC LIBRARY April 1994 - June 1996
Nielsen Media Research December 1990 - April 1994
AXA Equitable September 1989 - November 1990
Price Waterhouse December 1987 - September 1989
Skills
Music Industry, Journalism, IT Management, Network Administration, Network Architecture, Social Media Marketing, Photography, Sound, Publishing, Music Publishing, Recording, Entertainment, Editing, Music, Network Design, Servers, Technical Support, Networking, VMware, Windows Server, Operating Systems, Multimedia, New Media, Management, Security, Troubleshooting
Education
City University of New York-Hunter College 1982 — 1988
BA, Economics, Computer Science
Frank Thomson's AXA Equitable Experience 2010 - 2013
Job Sr. Compliance Legal/Regulatory Liaison
Industry Financial Services
Experience
AXA Equitable 2010 - 2013
Thomson Law Firm 2007 - 2010
MassMutual Financial Group 2001 - 2005
Education
George Mason University School of Law 1997 — 2000
JD, Law
College of Charleston 1989 — 1994
BA, Business
AXA Equitable 2010 - 2013
Thomson Law Firm 2007 - 2010
MassMutual Financial Group 2001 - 2005
Education
George Mason University School of Law 1997 — 2000
JD, Law
College of Charleston 1989 — 1994
BA, Business
Jeffrey Stinedurf, CFP®'s AXA Equitable Experience October 1993 - May 1995
Job Registered Principal at Cetera Advisors LLC
Industry Financial Services
Experience
Brighton Township, MI January 2013 - Present
Brighton Township, Michigan January 2012 - Present
Financial Directions, Inc September 2001 - Present
Cetera Advisors LLC June 1995 - Present
AXA Equitable October 1993 - May 1995
State of Michigan 1985 - 1986
Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner ®
Eastern Michigan University 1989 — 1991
BBA, Finance
Michigan State University 1983 — 1988
BA, Social Science
Calvary Christian Academy 1971 — 1983
Brighton Township, MI January 2013 - Present
Brighton Township, Michigan January 2012 - Present
Financial Directions, Inc September 2001 - Present
Cetera Advisors LLC June 1995 - Present
AXA Equitable October 1993 - May 1995
State of Michigan 1985 - 1986
Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner ®
Eastern Michigan University 1989 — 1991
BBA, Finance
Michigan State University 1983 — 1988
BA, Social Science
Calvary Christian Academy 1971 — 1983
Carmen Loo's AXA Equitable Experience September 2014 - Present
Job Lead Director at AXA Equitable
Industry Financial Services
Experience
AXA Equitable September 2014 - Present
AXA Equitable November 2010 - September 2014
American Express May 2009 - November 2010
Citi May 2004 - May 2009
citibank 1994 - 2009
Citigroup January 2001 - May 2004
Citigroup January 1999 - December 2000
Salomon Smith Barney December 1997 - December 1998
Smith Barney November 1994 - December 1997
The Dreyfs Corporation January 1988 - August 1994
Skills
Banking, Financial Reporting, Capital Markets, Risk Management, Sarbanes-Oxley Act, Investments, Auditing, Internal Audit, Internal Controls, AML, Corporate Governance, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Risk, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Series 7, Governance, Corporate Finance, Asset Management, Securities, Accounting, Cash Management
Education
City University of New York-Hunter College 1983 — 1987
BS, accounting
AXA Equitable September 2014 - Present
AXA Equitable November 2010 - September 2014
American Express May 2009 - November 2010
Citi May 2004 - May 2009
citibank 1994 - 2009
Citigroup January 2001 - May 2004
Citigroup January 1999 - December 2000
Salomon Smith Barney December 1997 - December 1998
Smith Barney November 1994 - December 1997
The Dreyfs Corporation January 1988 - August 1994
Skills
Banking, Financial Reporting, Capital Markets, Risk Management, Sarbanes-Oxley Act, Investments, Auditing, Internal Audit, Internal Controls, AML, Corporate Governance, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Risk, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Series 7, Governance, Corporate Finance, Asset Management, Securities, Accounting, Cash Management
Education
City University of New York-Hunter College 1983 — 1987
BS, accounting
Joan Richards's AXA Equitable Experience July 2001 - Present
Job Associate Sr. at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2001 - Present
Skills
Quickbooks, QuickBooks, Financial Reporting, Financial Analysis, Auditing, Accounting
Education
City University of New York-Hunter College
BS, Accounting
AXA Equitable July 2001 - Present
Skills
Quickbooks, QuickBooks, Financial Reporting, Financial Analysis, Auditing, Accounting
Education
City University of New York-Hunter College
BS, Accounting
Igor Gorbenko's AXA Equitable Experience February 2007 - August 2014
Job Senior Manager at AXA
Industry Insurance
Experience
AXA August 2014 - Present
AXA Equitable February 2007 - August 2014
AXA February 2005 - February 2007
Skills
Requirements Analysis, Quality Assurance, Project Management, Integration, Business Process, Analysis, User Acceptance Testing, Test Planning, Business Analysis, Testing, HP Quality Center
Education
City University of New York-College of Staten Island
BS, Applied Mathematics
AXA August 2014 - Present
AXA Equitable February 2007 - August 2014
AXA February 2005 - February 2007
Skills
Requirements Analysis, Quality Assurance, Project Management, Integration, Business Process, Analysis, User Acceptance Testing, Test Planning, Business Analysis, Testing, HP Quality Center
Education
City University of New York-College of Staten Island
BS, Applied Mathematics
Jane Hillenbrand's AXA Equitable Experience October 1980 - January 2009
Job Mortgage Lending at Berkshire Bank
Industry Financial Services
Experience
Berkshire Bank February 2012 - Present
Beacon Federal July 2009 - February 2012
AXA Equitable October 1980 - January 2009
AXA Equitable (formerly MONY Life Insurance Company) October 1980 - January 2009
MONY Life Insurance Company October 1980 - January 2009
Education
Columbia College 2004 — 2008
Bachelor of Arts, General Studies, with minors in Business, History, English
Berkshire Bank February 2012 - Present
Beacon Federal July 2009 - February 2012
AXA Equitable October 1980 - January 2009
AXA Equitable (formerly MONY Life Insurance Company) October 1980 - January 2009
MONY Life Insurance Company October 1980 - January 2009
Education
Columbia College 2004 — 2008
Bachelor of Arts, General Studies, with minors in Business, History, English
Paul Darata CFP, ChFC's AXA Equitable Experience June 2000 - 2009
Job Retirement Planning Consultant at Transamerica Financial Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Corporation 2014 - Present
Mutual of America 2009 - 2013
AXA Equitable June 2000 - 2009
Copeland Companies/Citistreet 1996 - 2000
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Retirement, FINRA, Securities, Pensions, Series 6, Investment Strategies, ERISA, IRAs
Education
St. Peter's College
Bachelors, Economics
College for Financial Planning
CFP
The American College
ChFC
Transamerica Retirement Solutions Corporation 2014 - Present
Mutual of America 2009 - 2013
AXA Equitable June 2000 - 2009
Copeland Companies/Citistreet 1996 - 2000
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Retirement, FINRA, Securities, Pensions, Series 6, Investment Strategies, ERISA, IRAs
Education
St. Peter's College
Bachelors, Economics
College for Financial Planning
CFP
The American College
ChFC
Luchina Smith Scott's AXA Equitable Experience 1999 - 2007
Job Sr Human Resources Buisness Partner at Unilever
Industry Human Resources
Experience
Unilever October 2013 - Present
LG Electronics June 2013 - October 2013
Pfizer Pharmaceuticals May 2007 - April 2013
AXA Equitable 1999 - 2007
NYLCare Health Plans 1995 - 1999
Kwasha Lipton 1993 - 1995
Deliotte & Touche 1992 - 1993
Skills
Interviews, Marketing, Human Resources, HR Policies, Benefits Administration, Performance Management, Compensation & Benefit, Time Management, Training, HR Consulting, Change Management, Recruiting, Employment Law, Personnel Management, Employee Relations, Marketing Communications, Succession Planning, PeopleSoft, HR Transformation, Labor Relations, Leadership, Pharmaceutical Industry, Deferred Compensation, Coaching, Applicant Tracking..., Talent Management, Process Improvement, Software Documentation, Staff Development, HRIS, Executive Coaching, Cross-functional Team...
Education
Colgate University
BA, Sociology/Anthropology
NYU Stern School of Business
Unilever October 2013 - Present
LG Electronics June 2013 - October 2013
Pfizer Pharmaceuticals May 2007 - April 2013
AXA Equitable 1999 - 2007
NYLCare Health Plans 1995 - 1999
Kwasha Lipton 1993 - 1995
Deliotte & Touche 1992 - 1993
Skills
Interviews, Marketing, Human Resources, HR Policies, Benefits Administration, Performance Management, Compensation & Benefit, Time Management, Training, HR Consulting, Change Management, Recruiting, Employment Law, Personnel Management, Employee Relations, Marketing Communications, Succession Planning, PeopleSoft, HR Transformation, Labor Relations, Leadership, Pharmaceutical Industry, Deferred Compensation, Coaching, Applicant Tracking..., Talent Management, Process Improvement, Software Documentation, Staff Development, HRIS, Executive Coaching, Cross-functional Team...
Education
Colgate University
BA, Sociology/Anthropology
NYU Stern School of Business
Susie Roalstad's AXA Equitable Experience April 1995 - February 2005
Job Executive Assistant to the CFO at Honeywell Automated Control Solutions
Industry Executive Office
Experience
Honeywell May 2015 - Present
Heritage Christian Academy February 2015 - April 2015
Alliance Pipeline December 2013 - January 2015
Robert Half - Office Team July 2013 - November 2013
FICO October 2008 - March 2013
Lemongrass Spa Products April 2005 - February 2009
AXA-Equitable April 1995 - February 2005
Skills
Administrative..., Outlook, Event Management, Expense Management, Microsoft Office, Management, Leadership, Recruiting, Microsoft Publisher, Mac, PowerPoint, Team Building, Time Management, Travel Management, Marketing, Microsoft Excel, Event Planning, Office Management, Office Administration, MS Office Suite, MS Publisher, Administrative Support, Visio, Microsoft CRM, Document Manager (DM), Administrative...
Education
Colorado State University
Business Administration
Concordia College
Business Administration and Management, General
Honeywell May 2015 - Present
Heritage Christian Academy February 2015 - April 2015
Alliance Pipeline December 2013 - January 2015
Robert Half - Office Team July 2013 - November 2013
FICO October 2008 - March 2013
Lemongrass Spa Products April 2005 - February 2009
AXA-Equitable April 1995 - February 2005
Skills
Administrative..., Outlook, Event Management, Expense Management, Microsoft Office, Management, Leadership, Recruiting, Microsoft Publisher, Mac, PowerPoint, Team Building, Time Management, Travel Management, Marketing, Microsoft Excel, Event Planning, Office Management, Office Administration, MS Office Suite, MS Publisher, Administrative Support, Visio, Microsoft CRM, Document Manager (DM), Administrative...
Education
Colorado State University
Business Administration
Concordia College
Business Administration and Management, General
Ricardo Cornejo's AXA Equitable Experience January 1997 - January 2000
Job Vice President Government and Institutional Banking at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation July 2009 - Present
RBC January 2004 - June 2009
BB&T January 2000 - December 2004
AXA Equitable January 1997 - January 2000
Skills
Banking, Sales, Portfolio Management, Investments, Capital Markets, Series 7, Equities, Fixed Income, Wealth Management, Bloomberg, Financial Analysis, Investment Banking, Series 63, Mutual Funds, Asset Management
Education
Clemson University 1984 — 1986
Master's degree, Economics
University of Maryland College Park 1978 — 1982
Bachelor of Arts (BA), Economics
Regions Financial Corporation July 2009 - Present
RBC January 2004 - June 2009
BB&T January 2000 - December 2004
AXA Equitable January 1997 - January 2000
Skills
Banking, Sales, Portfolio Management, Investments, Capital Markets, Series 7, Equities, Fixed Income, Wealth Management, Bloomberg, Financial Analysis, Investment Banking, Series 63, Mutual Funds, Asset Management
Education
Clemson University 1984 — 1986
Master's degree, Economics
University of Maryland College Park 1978 — 1982
Bachelor of Arts (BA), Economics
Kevin Buckley's AXA Equitable Experience May 1991 - September 1996
Job Managing Director and Treasurer for International and Asset Management Businesses at Prudential Financial
Industry Insurance
Experience
Prudential Financial November 2011 - Present
Prudential Financial September 2003 - November 2011
Prudential Financial September 2007 - December 2010
Prudential Financial September 2001 - September 2003
Prudential Financial September 1998 - September 2001
ADP September 1996 - September 1998
AXA Equitable May 1991 - September 1996
AXA Equitable September 1989 - September 1991
Meiji Mutual Life Insurance Company of Japan September 1990 - May 1991
AXA Equitable May 1988 - September 1989
Education
Columbia University - Columbia Business School 1987 — 1988
MBA, Corporate Finance and Investment Management
Certified Public Accountant New York 1984 — 1984
CPA, Accounting
College of the Holy Cross 1979 — 1983
Bachelor of Arts, Accounting/Economics
Prudential Financial November 2011 - Present
Prudential Financial September 2003 - November 2011
Prudential Financial September 2007 - December 2010
Prudential Financial September 2001 - September 2003
Prudential Financial September 1998 - September 2001
ADP September 1996 - September 1998
AXA Equitable May 1991 - September 1996
AXA Equitable September 1989 - September 1991
Meiji Mutual Life Insurance Company of Japan September 1990 - May 1991
AXA Equitable May 1988 - September 1989
Education
Columbia University - Columbia Business School 1987 — 1988
MBA, Corporate Finance and Investment Management
Certified Public Accountant New York 1984 — 1984
CPA, Accounting
College of the Holy Cross 1979 — 1983
Bachelor of Arts, Accounting/Economics
MaryEllen Keenan's AXA Equitable Experience 1998 - 2006
Job CRM Marketing Manager at Marks Paneth & Shron
Industry Accounting
Experience
Marks Paneth & Shron 2008 - Present
UBS Global Asset Management 2006 - 2008
AXA Equitable 1998 - 2006
Education
City University of New York-Brooklyn College
BS, Health Science
Marks Paneth & Shron 2008 - Present
UBS Global Asset Management 2006 - 2008
AXA Equitable 1998 - 2006
Education
City University of New York-Brooklyn College
BS, Health Science
Eric Alsheimer's AXA Equitable Experience August 2015 - Present
Job Lead Manager Accounting & Reporting at AXA Equitable
Industry Accounting
Experience
AXA Equitable August 2015 - Present
Casa Imports April 2014 - August 2015
Dairylea Cooperative, Inc. May 2012 - April 2014
AXA Equitable May 2012 - December 2013
AXA Equitable 2006 - August 2012
Prudential 2004 - 2005
Oneida Ltd. 1994 - 2004
Skills
Accounting, Insurance, Internal Controls, Microsoft Excel, Process Improvement, Internal Audit, Sarbanes-Oxley Act, Access, Financial Reporting, Budgets, Financial Services, Financial Analysis, Forecasting, Account Reconciliation, General Ledger, Financial Statements, Analysis, Auditing, Strategic Financial..., Variance Analysis, Financial Planning
Education
Columbia College 2008 — 2011
MBA, Business
Colorado Technical University 2005 — 2008
Bachelor, Business Administrations
AXA Equitable August 2015 - Present
Casa Imports April 2014 - August 2015
Dairylea Cooperative, Inc. May 2012 - April 2014
AXA Equitable May 2012 - December 2013
AXA Equitable 2006 - August 2012
Prudential 2004 - 2005
Oneida Ltd. 1994 - 2004
Skills
Accounting, Insurance, Internal Controls, Microsoft Excel, Process Improvement, Internal Audit, Sarbanes-Oxley Act, Access, Financial Reporting, Budgets, Financial Services, Financial Analysis, Forecasting, Account Reconciliation, General Ledger, Financial Statements, Analysis, Auditing, Strategic Financial..., Variance Analysis, Financial Planning
Education
Columbia College 2008 — 2011
MBA, Business
Colorado Technical University 2005 — 2008
Bachelor, Business Administrations
Tyler Garvey's AXA Equitable Experience June 2011 - August 2011
Job Associate at Mayer Brown
Industry Law Practice
Experience
Mayer Brown October 2015 - Present
State of New Jersey Office of the Attorney General September 2014 - August 2015
Cole-Frieman & Mallon LLP January 2014 - April 2014
US Securities and Exchange Commission August 2013 - November 2013
Bingham McCutchen May 2013 - July 2013
Thelton E. Henderson Center for Social Justice August 2012 - December 2012
New York City Bar May 2012 - August 2012
AXA Equitable June 2011 - August 2011
Center for Court Innovation June 2010 - August 2010
Office of the New York State Attorney General February 2010 - May 2010
Skills
Corporate Law, Leadership, Securities Regulation, Hedge Funds, Management, Public Policy, Social Media, Transactional Finance, Courts, Legal Scholarship, Diversity & Inclusion, Derivatives, Structured Finance, Regulatory Compliance, Mergers & Acquisitions, Due Diligence, Policy Analysis
Education
University of California, Berkeley - School of Law 2011 — 2014
Juris Doctorate, Law
John Jay College of Criminal Justice 2007 — 2011
Bachelor of Arts, Humanities and Justice Studies, Honor Minors in English and Philosophy, Magna Cum Laude
Brooklyn Technical High School 2003 — 2007
Civil Engineering
Mayer Brown October 2015 - Present
State of New Jersey Office of the Attorney General September 2014 - August 2015
Cole-Frieman & Mallon LLP January 2014 - April 2014
US Securities and Exchange Commission August 2013 - November 2013
Bingham McCutchen May 2013 - July 2013
Thelton E. Henderson Center for Social Justice August 2012 - December 2012
New York City Bar May 2012 - August 2012
AXA Equitable June 2011 - August 2011
Center for Court Innovation June 2010 - August 2010
Office of the New York State Attorney General February 2010 - May 2010
Skills
Corporate Law, Leadership, Securities Regulation, Hedge Funds, Management, Public Policy, Social Media, Transactional Finance, Courts, Legal Scholarship, Diversity & Inclusion, Derivatives, Structured Finance, Regulatory Compliance, Mergers & Acquisitions, Due Diligence, Policy Analysis
Education
University of California, Berkeley - School of Law 2011 — 2014
Juris Doctorate, Law
John Jay College of Criminal Justice 2007 — 2011
Bachelor of Arts, Humanities and Justice Studies, Honor Minors in English and Philosophy, Magna Cum Laude
Brooklyn Technical High School 2003 — 2007
Civil Engineering
Joanne P. Hamlet's AXA Equitable Experience November 1998 - Present
Job Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 1998 - Present
Skills
Financial Analysis, PeopleSoft, Financial Reporting, Banking, Internal Controls, Microsoft Excel, Management, Accounting, Change Management, Strategic Planning, Microsoft Word, Risk Management, PowerPoint, Internal Audit, Analysis
Education
City University of New York-Brooklyn College 1992 — 2000
BA, English, Speech
AXA Equitable November 1998 - Present
Skills
Financial Analysis, PeopleSoft, Financial Reporting, Banking, Internal Controls, Microsoft Excel, Management, Accounting, Change Management, Strategic Planning, Microsoft Word, Risk Management, PowerPoint, Internal Audit, Analysis
Education
City University of New York-Brooklyn College 1992 — 2000
BA, English, Speech
Anne Escobar's AXA Equitable Experience August 1999 - August 2005
Job Controller at The Stella Adler Studio of Acting
Industry Nonprofit Organization Management
Experience
The Stella Adler Studio of Acting February 2012 - Present
Living Cities August 2011 - December 2011
Visiting Nurse Service of New York June 2010 - July 2011
AXA Technology Services August 2005 - October 2009
AXA Equitable August 1999 - August 2005
Skills
Financial Reporting, Budgets, Financial Analysis, Forecasting, Financial Accounting, Accounting, General Ledger, Managerial Finance, Finance, Strategic Financial...
Education
City University of New York-Herbert H. Lehman College
B.S., Accounting
The Stella Adler Studio of Acting February 2012 - Present
Living Cities August 2011 - December 2011
Visiting Nurse Service of New York June 2010 - July 2011
AXA Technology Services August 2005 - October 2009
AXA Equitable August 1999 - August 2005
Skills
Financial Reporting, Budgets, Financial Analysis, Forecasting, Financial Accounting, Accounting, General Ledger, Managerial Finance, Finance, Strategic Financial...
Education
City University of New York-Herbert H. Lehman College
B.S., Accounting
Jeffrey Spritzer's AXA Equitable Experience August 1998 - September 2010
Job Chief Operating Officer at AXA Distributors
Industry Financial Services
Experience
AXA Distributors July 2010 - Present
AXA Equitable August 1998 - September 2010
Christie's June 1996 - August 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Swarthmore College 1992 — 1996
BA, History
AXA Distributors July 2010 - Present
AXA Equitable August 1998 - September 2010
Christie's June 1996 - August 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Swarthmore College 1992 — 1996
BA, History
Timothy Griffin's AXA Equitable Experience June 2008 - August 2008
Job Consultant at Stealth
Industry Internet
Experience
Consulting April 2015 - Present
Oracle October 2013 - April 2015
MediaCom July 2013 - October 2013
GroupM February 2013 - July 2013
Group Commerce August 2012 - January 2013
Group Commerce December 2011 - August 2012
Group Commerce November 2010 - December 2011
Envio Networks May 2010 - November 2010
Cirque du Soleil July 2009 - August 2009
AXA Equitable June 2008 - August 2008
Education
Colgate University 2005 — 2009
BA, Psychology, Economics, Asian Studies, Philosophy, Studio Art
Colgate University 2005 — 2009
BA, Psychology, Economics, Asian Studies, Philosophy, Studio Art
Consulting April 2015 - Present
Oracle October 2013 - April 2015
MediaCom July 2013 - October 2013
GroupM February 2013 - July 2013
Group Commerce August 2012 - January 2013
Group Commerce December 2011 - August 2012
Group Commerce November 2010 - December 2011
Envio Networks May 2010 - November 2010
Cirque du Soleil July 2009 - August 2009
AXA Equitable June 2008 - August 2008
Education
Colgate University 2005 — 2009
BA, Psychology, Economics, Asian Studies, Philosophy, Studio Art
Colgate University 2005 — 2009
BA, Psychology, Economics, Asian Studies, Philosophy, Studio Art
Renata Stare's AXA Equitable Experience 1990 - 1997
Job Selfemployed
Industry Entertainment
Experience
Keller Williams Realty Lake Nona, Advatage III August 2014 - Present
Star Notaries September 2011 - Present
Seminole County Sheriff's Office August 2006 - Present
Passion Parties February 2008 - May 2014
AXA Equitable 1990 - 1997
Skills
Project Management, Blogging, Research, Customer Service, Cpr Certified, Social Media, Public Speaking, Training, Team Building, Public Relations, Editing, Fundraising, Leadership Development, Retail, Private Investigations, Event Planning, Social Networking, Microsoft Word, Sales Management, Strategic Planning, Nonprofits, Volunteer Management, Data Entry, Microsoft Office, Enforcement, Interviews, Criminal Investigations, Criminal Justice, Microsoft Excel, Community Outreach, Leadership, Background Checks, Coaching, Conflict Resolution, Event Management, Team Leadership, Teamwork, Administrative..., Facebook, Management, Budgets, Outlook, Marketing, Policy, PowerPoint, Recruiting, Process Scheduler, Sales, Social Media Marketing, Teaching
Education
City University of New York-John Jay College of Criminal Justice 1996 — 1998
Associate's degree, Corrections Administration
John Jay College of Criminal Justice 1990 — 1998
BA, Criminal Justice
Greater New York Academy 1985 — 1989
High school diploma., General Studies
Keller Williams Realty Lake Nona, Advatage III August 2014 - Present
Star Notaries September 2011 - Present
Seminole County Sheriff's Office August 2006 - Present
Passion Parties February 2008 - May 2014
AXA Equitable 1990 - 1997
Skills
Project Management, Blogging, Research, Customer Service, Cpr Certified, Social Media, Public Speaking, Training, Team Building, Public Relations, Editing, Fundraising, Leadership Development, Retail, Private Investigations, Event Planning, Social Networking, Microsoft Word, Sales Management, Strategic Planning, Nonprofits, Volunteer Management, Data Entry, Microsoft Office, Enforcement, Interviews, Criminal Investigations, Criminal Justice, Microsoft Excel, Community Outreach, Leadership, Background Checks, Coaching, Conflict Resolution, Event Management, Team Leadership, Teamwork, Administrative..., Facebook, Management, Budgets, Outlook, Marketing, Policy, PowerPoint, Recruiting, Process Scheduler, Sales, Social Media Marketing, Teaching
Education
City University of New York-John Jay College of Criminal Justice 1996 — 1998
Associate's degree, Corrections Administration
John Jay College of Criminal Justice 1990 — 1998
BA, Criminal Justice
Greater New York Academy 1985 — 1989
High school diploma., General Studies
Cindy Jeu's AXA Equitable Experience August 2001 - July 2005
Job Statistical Analyst Senior at Gilt
Industry Financial Services
Experience
Gilt Groupe September 2010 - Present
Experian Decision Analytics August 2007 - August 2010
CashEdge June 2006 - August 2007
JP Morgan Chase July 2005 - June 2006
AXA Equitable August 2001 - July 2005
Skills
SAS, Data Mining, Web Analytics, Databases, Predictive Modeling, Reporting & Analysis, Ad Hoc Reporting, SAS Certified Base..., Microsoft Excel, SQL, Database Marketing, Analytics, Predictive Analytics, Statistical Modeling
Education
City University of New York-Hunter College
BA/MA, Applied Mathematics
Gilt Groupe September 2010 - Present
Experian Decision Analytics August 2007 - August 2010
CashEdge June 2006 - August 2007
JP Morgan Chase July 2005 - June 2006
AXA Equitable August 2001 - July 2005
Skills
SAS, Data Mining, Web Analytics, Databases, Predictive Modeling, Reporting & Analysis, Ad Hoc Reporting, SAS Certified Base..., Microsoft Excel, SQL, Database Marketing, Analytics, Predictive Analytics, Statistical Modeling
Education
City University of New York-Hunter College
BA/MA, Applied Mathematics
Chris Doherty, CFA's AXA Equitable Experience October 2012 - May 2013
Job Global Bond Product Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Craig Lerner's AXA Equitable Experience May 2004 - May 2007
Job
Industry Management Consulting
Experience
Marketing Investments Inc. January 2013 - Present
T and C Contracting May 2012 - December 2012
Urban Production & Designers November 2011 - March 2012
BCI Metals December 2010 - November 2011
UnitedHealth Group/ Oxford Health Plans June 2007 - December 2010
AXA Equitable May 2004 - May 2007
Memorial Sloan Kettering Cancer Center December 2001 - May 2004
Skills
Account Management, Sales, Project Management, Web Analytics, Life & Health Insurance..., SEO, Wordpress, Series 63, Microsoft Office, Series 6, International Sales, Website Building, WordPress
Education
Colorado State University 1998 — 2001
Bachelor of Arts
Marketing Investments Inc. January 2013 - Present
T and C Contracting May 2012 - December 2012
Urban Production & Designers November 2011 - March 2012
BCI Metals December 2010 - November 2011
UnitedHealth Group/ Oxford Health Plans June 2007 - December 2010
AXA Equitable May 2004 - May 2007
Memorial Sloan Kettering Cancer Center December 2001 - May 2004
Skills
Account Management, Sales, Project Management, Web Analytics, Life & Health Insurance..., SEO, Wordpress, Series 63, Microsoft Office, Series 6, International Sales, Website Building, WordPress
Education
Colorado State University 1998 — 2001
Bachelor of Arts
elona gera's AXA Equitable Experience July 2013 - Present
Job Personal Account Manager
Industry Banking
Experience
AXA Equitable July 2013 - Present
Skills
Process Improvement, Relationship Management, Banking
Education
Columbia College
AXA Equitable July 2013 - Present
Skills
Process Improvement, Relationship Management, Banking
Education
Columbia College
Bryan Raven's AXA Equitable Experience January 2004 - Present
Job Mail QA Analyst at AXA Equitable
Industry Financial Services
Experience
AXA – Equitable Life Insurance Company – Publically Traded Life Insurance Company January 2009 - Present
AXA-Equitable January 2004 - Present
AXA-Equitable January 2002 - Present
AXA Equitable August 2000 - Present
AXA-Equitable January 2000 - Present
SC ETV –Educational Television Network January 1998 - January 2000
SCETV 1998 - 2000
University of South Carolina Movie Tone Library January 1997 - January 1998
Skills
Insurance, Life Insurance, Quality Assurance
Education
Columbia International University
Bachelor of Arts
Columbia International University
Bachelors of Arts, Bible/Biblical Studies
University of South Carolina-Columbia
AXA – Equitable Life Insurance Company – Publically Traded Life Insurance Company January 2009 - Present
AXA-Equitable January 2004 - Present
AXA-Equitable January 2002 - Present
AXA Equitable August 2000 - Present
AXA-Equitable January 2000 - Present
SC ETV –Educational Television Network January 1998 - January 2000
SCETV 1998 - 2000
University of South Carolina Movie Tone Library January 1997 - January 1998
Skills
Insurance, Life Insurance, Quality Assurance
Education
Columbia International University
Bachelor of Arts
Columbia International University
Bachelors of Arts, Bible/Biblical Studies
University of South Carolina-Columbia
Marcus Fortuna's AXA Equitable Experience August 2007 - May 2010
Job Business Director of Elyria Hyundai
Industry Automotive
Experience
Elyria Hyundai March 2014 - Present
Sunnyside Auto Group June 2010 - March 2014
AXA Equitable August 2007 - May 2010
FCM Wholesale October 2006 - May 2007
AutoNation September 2000 - October 2006
Skills
Consultation, Sales, Organizational..., Management, People-oriented, Current Property and..., Current Life and..., Carried Series 66..., Carried Series 7..., Mortgage Lending, Credit, Customer Retention, Finance, Cash Flow, Insurance, Business Planning, Banking, Profit, Customer Satisfaction, Sales Process, New Business Development, Automotive, Team Building, Account Management, Sales Management, Customer Service
Education
Cleveland State University 1996 — 1998
Padua Franciscan High School 1992 — 1996
General College Prep Courses
Elyria Hyundai March 2014 - Present
Sunnyside Auto Group June 2010 - March 2014
AXA Equitable August 2007 - May 2010
FCM Wholesale October 2006 - May 2007
AutoNation September 2000 - October 2006
Skills
Consultation, Sales, Organizational..., Management, People-oriented, Current Property and..., Current Life and..., Carried Series 66..., Carried Series 7..., Mortgage Lending, Credit, Customer Retention, Finance, Cash Flow, Insurance, Business Planning, Banking, Profit, Customer Satisfaction, Sales Process, New Business Development, Automotive, Team Building, Account Management, Sales Management, Customer Service
Education
Cleveland State University 1996 — 1998
Padua Franciscan High School 1992 — 1996
General College Prep Courses
Mary Anne Austin's AXA Equitable Experience 2005 - Present
Job Executive Assistant at Equitable Life
Industry Insurance
Experience
AXA Equitable 2005 - Present
CBS Corporation 2004 - 2005
Education
Hunter College 2000 — 2004
Bachelor's degree, Communication, General
AXA Equitable 2005 - Present
CBS Corporation 2004 - 2005
Education
Hunter College 2000 — 2004
Bachelor's degree, Communication, General
Joan Eurell's AXA Equitable Experience March 2014 - May 2014
Job Proofreader at Siemens Healthcare Diagnostics
Industry Writing and Editing
Experience
Siemens Healthcare Diagnostics April 2015 - Present
Scholastic Inc. May 2014 - April 2015
AXA Equitable March 2014 - May 2014
Questar Assessment, Inc. October 2013 - February 2014
Rockland Country Day School 2007 - 2013
Skills
Proofreading, Copy Editing, Writing
Education
City University of New York-Hunter College 1987 — 1989
Master of Arts (M.A.), English, 3.8
Siemens Healthcare Diagnostics April 2015 - Present
Scholastic Inc. May 2014 - April 2015
AXA Equitable March 2014 - May 2014
Questar Assessment, Inc. October 2013 - February 2014
Rockland Country Day School 2007 - 2013
Skills
Proofreading, Copy Editing, Writing
Education
City University of New York-Hunter College 1987 — 1989
Master of Arts (M.A.), English, 3.8
Patricia Finan's AXA Equitable Experience March 1994 - Present
Job Retired at AXA/Equitable
Industry Insurance
Experience
AXA/Equitable March 1994 - Present
AXA-EQUITABLE March 1994 - Present
Skills
Retirement
Education
City University of New York-Hunter College 1948 — 1952
BS, Mathematics
AXA/Equitable March 1994 - Present
AXA-EQUITABLE March 1994 - Present
Skills
Retirement
Education
City University of New York-Hunter College 1948 — 1952
BS, Mathematics
Andrew J. McMahon's AXA Equitable Experience January 2011 - September 2013
Job Founder Vitae Analytics, Inc.
Industry Financial Services
Experience
The Phoenix Companies, Inc. July 2015 - Present
Vitae Analytics, Inc. March 2014 - Present
AXA Financial October 2013 - March 2014
ACLI January 2011 - October 2013
AllianceBernstein April 2012 - September 2013
AXA Equitable January 2011 - September 2013
AXA Equitable December 2009 - December 2010
AXA Advisors July 2007 - December 2010
AXA Advisors October 2005 - June 2007
AXA Equitable March 2005 - September 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fairfield University
Bachelor of Science (BS), Computer Science
The Phoenix Companies, Inc. July 2015 - Present
Vitae Analytics, Inc. March 2014 - Present
AXA Financial October 2013 - March 2014
ACLI January 2011 - October 2013
AllianceBernstein April 2012 - September 2013
AXA Equitable January 2011 - September 2013
AXA Equitable December 2009 - December 2010
AXA Advisors July 2007 - December 2010
AXA Advisors October 2005 - June 2007
AXA Equitable March 2005 - September 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fairfield University
Bachelor of Science (BS), Computer Science
MetLife
Prudential
Protective Life
Metropolitan Life Insurance Company
American National Insurance
Penn Mutual
Torchmark Corporation
Met Life