AXA Equitable
Industry: Life insurance company
DescriptionAXA Equitable Life Insurance Company, formerly The Equitable Life Assurance Society of the United States, also known as The Equitable, or simply AXA was founded by Henry Baldwin Hyde in 1859. In 1991, AXA, a French insurance company, acquired majority control of The Equitable. Headquarters: New York City, New York, United States CEO: Mark Pearson (11 Feb 2011–) Founder: Henry Baldwin Hyde Founded: 1859 Subsidiaries: U.S. Financial Life Insurance Co., Parent organizations: AXA, AXA Financial, AXA Equitable Holdings, AXA Equitable Financial Services, LLC
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AXA Equitable Employees
AXA Equitable QA AnalystAXA-EquitableOctober 1989 - Present
Executive Life Insurance Co and Standard Security Life Insurance Co. April 1980 - October 1989
Skills
Project Portfolio..., Quality Assurance, Accounts Receivable, Accounting, Accounts Payable
Education
Hofstra University 1992 — 1997
BS, Business and Computer Inform. Systems
Queensborough Community College 1980 — 1982
AAS, Accounting
Belk September 2013 - Present
Euromoney Institutional Investor October 2007 - December 2011
Graphics International March 2003 - March 2007
AXA Equitable June 1999 - 2003
Skills
Editing, Public Relations, Social Media, Event Management, Proofreading, Event Planning, Marketing Communications, Content Management, Social Networking, Social Media Marketing, Online Marketing, Online Publishing, Copywriting, Conference Coordination, Research, Fact-checking, Marketing, Salesforce.com, Advertising, English, SEO, Market Research, Training, Sales, Direct Marketing, Customer Service, Publishing
Education
Wingate University 1995 — 1998
Bachelor of Arts (BA), English Literature
Greensboro College
Executive Business Consultants, LLC 2012 - Present
Executive Property Group, LLC 2010 - Present
Hampton Asset Management 1998 - Present
Strayer University January 2012 - January 2012
Bishop, Hampton & Associates LLC, Certified Public Accountants and Business Consultants 2010 - 2012
AXA Equitable 1997 - 1998
Blanchard Mutual Funds 1991 - 1997
The Reserve Funds 1989 - 1991
Skills
Personal Finance Expert, Financial Planning, Retirement Planning, Life Insurance, Business Coach, Business Formation, Strategic Consulting, Personal Finance, Financial Coaching, Financial Education, College Savings Plans, Business Strategy, Small Business..., Public Speaking, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Risk Management, Strategic Planning, Financial Advisory, Real Estate, Real Estate Development, Real Estate Investor, Property Management, Investment Properties, Investments, Investment Management, Investment Strategies, Strategy, Financial Services, Small Business, Small Business Marketing, Small Business Online..., Business Development, Business Analysis, New Business Development, Business, Business Planning, Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Entrepreneurship, Contract Negotiation, Wealth, Leadership, Analysis, Training, Insurance
Education
National Association of Tax Professionals 2014 — 2015
Tax Law/Taxation
Graduate School USA, Washington, DC 2012 — 2013
Certificate, Executive Leadership
Hudson County Community College
Criminal Justice
St. Peters Prep High School
College/University Preparatory
Meltwater May 2015 - Present
Meltwater June 2014 - May 2015
Cucina LLC June 2012 - June 2014
Via Quadronno 34 LLC June 2012 - March 2014
Kalmanovitz Initiative for Labor And Working Poor January 2013 - June 2013
AXA Equitable May 2011 - July 2011
Hamlin Capital Management LLC June 2010 - August 2010
Skills
Spanish, Microsoft Office, Public Speaking, Economics, Photoshop, Creative Strategy, Teaching, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, English, Market Research, Stata, Marketing Strategy, Event Planning, Public Speak, Entrepreneurship, Start-ups
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Political Economy, 3.64
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2011 — 2011
Economics
Horace Mann School 2002 — 2009
High School
Walling Entertainment Group October 2013 - Present
PhilanthropyWorks LLC July 1999 - Present
HigherEdAdvisors February 2001 - June 2013
The Vanguard Group March 2004 - June 2011
PeopleSoft (Now Oracle) 2000 - 2001
Ciber 1999 - March 2000
KPMG LLP (now BearingPoint) September 1998 - July 1999
BearingPoint (KPMG Consulting) 1998 - 1999
Buzzeo, Inc. June 1996 - July 1998
AXA Equitable February 1994 - July 1996
Skills
Leadership, Nonprofits, Customer Service, Program Management, Change Management, Start-ups, Business Development, Non-profits, Contract Negotiation, Higher Education, Team Building, Entrepreneurship, Coaching, Risk Management, Outsourcing, Security, Management, Consulting, Small Business, Management Consulting, Research, Strategic Financial..., Analysis, Strategic Planning, Public Speaking, Leadership Development, Team Leadership, Product Development, Strategy, Project Management, Sales, Training
Education
The American College 2004 — 2006
Certified Financial Planner(TM) Program of Study
Michigan State University 1980 — 1986
Higher Education Administration/Commuincation-PhD Program
Illinois State University 1969 — 1970
M.S., Education
Illinois State University 1963 — 1967
B.S, Education, Music
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
Partners Advantage Insurance Services, LLC March 2013 - Present
Brokerage Engineers Advisory Group October 2011 - March 2013
Partners Financial June 2007 - September 2011
AXA Equitable May 2005 - June 2007
Transamerica Life Insurance Company January 2003 - April 2005
North American Company for Life and Health Insurance January 2000 - January 2003
Celtic Life Insurance Co March 1997 - January 2000
Skills
Medical Underwriting, Training Delivery, Business Process..., Paramedical Services, Medical Records..., Life Insurance..., Public Speaking, Medical Case Management, Mortality Assessment..., Underwriting, Life Insurance, Fixed Annuities, Strategic Planning, Management Consulting, Brokers, Team Building, Insurance, Management, Financial Services, Reinsurance, Health Insurance, Financial Risk, Wealth Management, Risk Management, General Insurance
Education
Grambling State University 1987 — 1991
Bachelor of Science (B.S.), Accounting-Cum Laude
Egencia, an Expedia company October 2015 - Present
Egencia March 2012 - Present
Interstate Hotels and Resorts 2009 - March 2012
Marriott SpringHill Suites, Downtown Seattle September 2008 - May 2009
AXA Equitable October 2007 - October 2008
Pike Street Suites May 2006 - October 2007
Paramount Hotel November 2004 - May 2006
Skills
Account Management, Business Development, Sales, Management, Sales Process, Business Planning, Trade Shows, Hotels, Finance, Networking, Investments, Executive Management, Travel Management, Tourism, Business Travel, Revenue Analysis, Hospitality, Salesforce.com, Hospitality Industry, Yield Management, Resorts, Online Travel, New Business Development
Education
Gonzaga University 1993 — 1997
BA, Political Science
Gonzaga University
Dennis Goins & Associates January 1992 - Present
ITT Technical Institute December 2012 - December 2013
AXA Equitable August 1989 - January 1992
Skills
Investments, Retirement, Finance, Fixed Annuities, 401k, Financial Services, Estate Planning, Retirement Planning, Pensions, Insurance, Strategic Financial..., Asset Management, Management, Mutual Funds, Financial Advisory, Asset Managment
Education
Tennessee State University 1980 — 1983
MBA, Marketing
Haslam College of Business at the University of Tennessee 1973 — 1977
B.S.B.A., Personnel Management
Austin-East High School 1970 — 1973
Infor May 2015 - Present
Infor July 2014 - May 2015
Infor March 2014 - July 2014
Aflac October 2013 - January 2014
AXA Equitable June 2013 - August 2013
Iowa State University Financial Couseling Clinic December 2012 - May 2013
Huess Printing May 2011 - August 2011
Digi-Key Corporation May 2010 - August 2010
Fareway Stores, Inc. June 2008 - August 2009
Skills
Business Development, Channel Partner..., Marketing, Channel Partners, Recruiting, Customer Service, SaaS, Cloud Applications, CRM, EAM, ERP, PLM Tools, FMS, SCM, Business Intelligence, Sales, B2B, Cold Calling, Technology, Microsoft Office, Salesforce.com, Communication, Financial Counseling, Management, Data Entry, Organization, Insurance, Employee Benefits, 10 Key, Social Networking, Financial Accounting, Finance, Financial Advisory, Leadership
Education
Iowa State University 2009 — 2013
Bachelor of Science (BS), Family, Finance, Housing, and Policy
Northeast Iowa Community College 2008 — 2009
College courses during high school
Crestwood High School 2007 — 2009
High School Diploma, 11-12
Shenandoah High School 2005 — 2007
9-10
Callan Associates July 2015 - Present
Callan Associates November 2013 - July 2015
Callan Associates August 2011 - November 2013
Metis Strategy January 2011 - May 2011
Georgetown University September 2010 - May 2011
AXA Equitable June 2010 - August 2010
Georgetown Cupcake August 2008 - May 2010
New Canaan YMCA June 2005 - August 2009
Skills
Spanish, PowerPoint, Analysis, Public Speaking, Microsoft Office, Research, Economics, Financial Analysis, Microsoft Excel
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics; Government and Music minors
Universidad de Salamanca 2009 — 2009
Spanish Language
New Canaan High School 2003 — 2007
Intellinet 2010 - Present
Agile Technologies 2003 - 2010
Self Owned Management Services 2002 - 2010
Atlanta Casualty / Windsor Group 1997 - 2002
AXA Equitable 1985 - 1997
Information Systems of America 1977 - 1985
Skills
Enterprise IT Strategy, Program Management, Project Management, PMO Development, IT Governance, Service Desk, Service Delivery, IT Transformation, IT Management, Business Intelligence, Business Process..., Governance, Management Consulting, Data Warehousing, SDLC, IT Strategy, Vendor Management, Strategy, Strategic Planning, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Strategy, CRM, Consulting, Data Center, Disaster Recovery, E-commerce, Enterprise Architecture, ITIL, Integration, Leadership, Management, PMO, PMP, Pre-sales, Process Improvement, Project Planning, Project Portfolio..., Requirements Analysis, Resource Management, Security, SharePoint, Software Development
Education
Guilford College
BA, Economics / Math
The University of Texas at Dallas
MS, Computer Science / Management
Undertone March 2014 - Present
Viacom February 2012 - March 2014
OneWire October 2011 - February 2012
OneWire June 2011 - September 2011
Hobart and William Smith Colleges October 2010 - May 2011
AXA Equitable June 2010 - August 2010
Skills
Salesforce.com, Microsoft Office, Social Networking, Account Management, Lead Generation, New Business Development, DoubleClick, Facebook, Digital Media, LinkedIn, AdFront, Solbright, Freewheel, Atlas, MediaMind, Vindico, Omniture, Nielsen AdRelevance, comScore, ClearSlide, OneWire, Management
Education
Hobart and William Smith Colleges 2007 — 2011
BA, History
Universiteit Maastricht 2009 — 2009
Humanities
MarketVision Research November 2013 - Present
Sparxx Consulting April 2004 - November 2013
AH HA Consulting September 2001 - April 2004
Galerie Au Chocolat 1998 - 2000
MarketSense May 1993 - August 1997
AXA Equitable August 1991 - May 1993
Kao Brands (Jergens) February 1988 - May 1991
Nabisco 1986 - 1987
Skills
Workshop Facilitation, Training, Strategic Planning, Coaching, Executive Coaching, Entrepreneurship, Public Speaking, Leadership Development, Team Building, Change Management, Cross-functional Team..., Leadership, Management Consulting, Business Coaching, Marketing Research, Program Management, Organizational...
Education
Indiana University - Kelley School of Business 1985 — 1986
MBA, Business - Marketing and Finance
University of Dayton 1981 — 1985
Bachelor, Marketing Major (Communication and Psychology minor)
AXA Equitable Administrative AssistantAXA EquitableJune 2010 - February 2012
State Farm Insurance Agency September 2008 - June 2010
MOLLY MAID December 2006 - July 2008
CBS Radio 2003 - 2006
Skills
Outlook, Insurance, Administrative..., Customer Service
Education
Connecticut School of Broadcasting
Gettysburg College
BA, Political Science & Women's Studies
Neo@Ogilvy March 2015 - August 2015
Digitas July 2013 - March 2015
BTS June 2012 - June 2013
AXA Equitable June 2011 - August 2011
The Center for English Teaching March 2011 - June 2011
Academy of Clinical and Applied Psychoanalysts (ACAP) June 2010 - August 2010
City Side Archives June 2010 - August 2010
Skills
Microsoft Excel, Time Management, Microsoft Word, Public Speaking, Budgeting, Organizational Behavior, Writing, Prisma, Sizmek, Media Planning, DoubleClick, Microsoft Office, PowerPoint, Media Analysis
Education
Indiana University Bloomington 2008 — 2012
Bachelors of Science in Business, Marketing
University of Sydney 2011 — 2011
Study Abroad, Marketing
Morgan Stanley December 2012 - Present
AXA Equitable May 2011 - January 2013
Ernst & Young July 2008 - May 2011
Boston Harbour May 2007 - August 2007
Procter and Gamble Greater China June 2006 - September 2006
Skills
CISA, member of IIA,...
Education
Indiana University - Kelley School of Business 2006 — 2007
M.S., Information Systems
EAC Network January 2015 - Present
DialAmerica June 2014 - Present
Alanna's Creative Confections January 2009 - Present
SRSsoft August 2013 - November 2013
AXA Equitable June 2013 - July 2013
Hartwick College September 2011 - May 2013
CBS News/New York Times Polling Unit June 2012 - December 2012
Hartwick College September 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Editing
Education
Hartwick College 2010 — 2013
Bachelor of Science, Business Administration
Hartwick College Graduate 2010 — 2013
Bachelor Degree, Business Administration; Theater Arts
Hofstra University
Master's degree, Health/Health Care Administration/Management
Factory Athletics April 2014 - Present
Copper Canyon Grill April 2013 - March 2014
Bankers Life and Casualty Company September 2012 - April 2013
AXA Equitable March 2012 - September 2012
Skills
Series 7, Life & Health Insurance..., Customer Service, Finance, Marketing, Cold Calling, Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, Securities, Asset Allocation, Long-term Care, Microsoft Excel, Sales
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor's degree, Finance, General
Bain & Company July 2010 - Present
Travelers Insurance June 2007 - June 2010
AXA- Equitable February 2007 - May 2007
AGNIK, LLC June 2006 - August 2006
Skills
SAS, Data Mining, Regression, SPSS, Statistics, Survey Methodology, CHAID, GLM, Customer Segmentation..., White Space Analysis, Latent Gold, MapInfo Professional, Answer Tree, Data Analysis, Regression Testing, Predictive Modeling, Analytics, Business Analytics, Segmentation, Predictive Analytics, SAS programming, Customer Analysis, Marketing Analytics, R, Quantitative Analytics, Time Series Analysis, Management Consulting, Analysis, Business Analysis, Strategy, Business Strategy, Consulting
Education
University of Maryland Baltimore 2005 — 2007
M.SC In Biostatistics, Statistics
Indian Institute of Technology, Kanpur 2003 — 2005
M.SC, Statistics
St. Xavier's College 2000 — 2003
B.SC, Statistics
Maharani Gayatri Devi 1989 — 2000
High School
Marsh August 2015 - Present
Marsh July 2014 - August 2015
Marsh July 2013 - August 2014
Larta Institute August 2012 - December 2012
AXA Equitable September 2011 - December 2011
Doheny Memorial Library, University of Southern California April 2010 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Time Management, Teamwork, Research, Project Planning, Facebook, Social Media
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
Exchange Student
Santa Margarita Catholic High School 2005 — 2009
International Baccalaureate Full Diploma
AXA US January 2011 - Present
AXA Equitable December 2006 - January 2011
Deluxe 1991 - 2006
Skills
Performance Management, Succession Planning, Employee Relations, Onboarding, Human Resources, Deferred Compensation, PeopleSoft, Employee Benefits, Talent Acquisition, Talent Management, Change Management, Process Improvement, Personnel Management, Workforce Planning, Leadership, Program Management, Employee Engagement, Organizational..., Recruiting, Organizational..., Vendor Management, Applicant Tracking...
Education
Gettysburg College 1987 — 1991
BA, Management
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Law Firm of Frank Miller November 2011 - Present
AXA Equitable February 2008 - June 2011
Janik, Dorman & Winter, LLP January 2004 - January 2008
Thompson Hine LLP October 2001 - December 2003
Blitman & King LLP August 1994 - September 2001
Skills
Employment Law, Securities Regulation, Arbitration, Litigation, Corporate Governance, Management, Legal Research, Corporate Law, Human Resources, Legal Advice, Estate Planning, Legal Writing
Education
Harvard Law School 1991 — 1994
J.D., Law
Yale University 1987 — 1991
B.A., Political Science
AXA Equitable April 2012 - Present
AXA Distributors August 2010 - April 2012
AXA Distributors June 2009 - August 2010
AXA Distributors June 2007 - June 2009
UBS Financial Services, Inc July 2003 - June 2007
Skills
Series 63, Series 7
Education
Siena College 1999 — 2003
BS, Finance
Griffith University 2002 — 2002
Finance
Wells Fargo September 2011 - January 2012
AXA Equitable March 2005 - December 2010
AXA Financial Inc April 2001 - March 2005
Copstat Security Inc February 1995 - March 2001
New York City Police Department November 1994 - January 1995
New York City Police Department December 1988 - November 1994
Skills
Certificate on..., Investigations, AML, Law Enforcement, Corporate Security, Enterprise Risk..., Due Diligence, Fraud, Interrogation, Anti-fraud, Investigation, Fraud Prevention, BSA, Certified Fraud Examiner, Interviewing, KYC, Fraud Investigations, Physical Security, Compliance, Bank Secrecy Act, Internal Audit, Internal Investigations, Risk Management, Private Investigations, Enforcement, Anti Money Laundering, Interviews
Education
Utica College 2010 — 2013
Master of Science, The Executive Master's Program - Master’s Degree in Economic Crime Management
Iona College 1995 — 1999
Bachelor of Science, Mass Communication
New York City Police Academy 1988 — 1989
Diploma, Law Enforcement
OneAmerica October 2011 - Present
Distribution and Marketing Solutions December 2010 - October 2011
Penn Mutual Life Insurance Company 2008 - 2010
AXA Equitable 2006 - 2008
AXA Equitable 1998 - 2005
AXA Equitable 1997 - 1997
AXA Equitable 1994 - 1996
AXA Equitable 1991 - 1994
AXA Equitable 1987 - 1990
AXA Equitable 1983 - 1985
Skills
Strategy, CRM, Leadership, Business Development, Thought Leadership, Life Insurance, Financial Services, Integrated Marketing, Change Management, Sales Process, Insurance, Annuity Sales, Management, Agency Leadership, Distribution, Training, Budgets, Coaching, Employee Benefits, Program Management, Strategic Consulting, Sales Operations, Executive Management, Business Strategy, Performance Improvement, Marketing, Fixed Annuities, Sales, Strategic Financial..., Recruiting, Enterprise Software, Distribution Systems, Public Relations, Distribution Strategies, Business Process..., Finance, New Business Development, Relationship Management
Education
Harvard Business School 1985 — 1987
MBA, General Management Curriculum
Harvard University 1980 — 1983
B. A., Business Economics
AXA Equitable June 2010 - Present
AXA Equitable June 1986 - May 2008
Skills
Actuarial Science, Insurance, Financial Modeling, Pricing, Financial Analysis, Life Insurance, Analysis, Embedded Value, Business Analysis, Product Management, Economic Capital, Solvency II, Underwriting, Financial Reporting, Financial Services, Management
Education
Harvard University 1982 — 1986
AB, Statistics
Robert F Naples CLU RHU ChFC AAI LUTCF 2008 - Present
UnitedHealth Group 2007 - 2008
Naples & Associates 1991 - 2007
Academy Agency, Inc. 1992 - 1996
Allstate 1984 - 1991
John Hancock 1983 - 1984
Appalachian State University 1981 - 1983
Appalachian State University 1978 - 1983
Georgia State University 1975 - 1978
AXA Equitable 1969 - 1975
Skills
Insurance, Financial Services, Health Insurance, Medicare Options, Long Term Care, Disability Insurance, Life Insurance, Annuities, Sales, Marketing, Education, Training, Underwriting, Long-term Care, Estate Planning, Retirement, Medicare Advantage, Term Life Insurance, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Finance, Medicare, Universal Life, Financial Planners, Long Term Care Insurance, Property & Casualty..., Whole Life, Small Business, Commercial Insurance, General Insurance, Health Savings Accounts, Workers Compensation, Insurance Brokerage, Accident, 401k, IRAs, Claim, Legal Liability, Liability, Umbrella Insurance, Strategic Financial..., Financial Risk, Agents, Casualty, Homeowners, Professional Liability, Variable Annuities, Financial Advisory
Education
Georgia State University 1976 — 1978
PhD, Business Administration, Economics, Management, Quantitative Methods, Risk and Insurance
Georgia State University 1975 — 1976
MBA, Risk and Insurance
St. John's University, The Peter J. Tobin College of Business 1969 — 1973
BBA, Insurance
Husson University 1967 — 1969
ABS, Business Administration
Mountain Point October 2014 - Present
AXA Equitable September 2013 - September 2014
Citi March 2012 - June 2013
Anthem College August 2007 - January 2012
Infiniti / Nissan / Volkswagen November 2009 - January 2011
Skills
Customer Service, Management, Networking, Event Planning, Marketing, Coaching, Public Speaking, Microsoft Office, Social Media Marketing, Policy, Microsoft Excel, Software Documentation, Training, Leadership, Sales, Recruiting, Sales Management, Team Building, Leadership Development, Problem Solving, Outlook, PowerPoint, Team Leadership, Customer Relations, Customer Satisfaction, Business Development, Time Management, Documentation, Higher Education, Microsoft Word, Teamwork, CRM, Human Resources, Healthcare, Public Relations, Fundraising, Resume Writing, Social Networking, Staff Development, Employee Relations, Salesforce.com..., Salesforce Point and..., CRM Lead Management
Education
Colorado Technical University Online (CTU)
2006 Business Administration
Hudson Valley Community College
AL&S March 2015 - Present
Band of Outsiders, LLC October 2014 - February 2015
PENSOLE Footwear Design Academy July 2014 - August 2014
Bill Amberg July 2014 - July 2014
Jimmy Choo July 2014 - July 2014
Julie Bee's July 2013 - August 2013
The Palatines Shoes July 2013 - August 2013
Blackboard March 2009 - September 2012
U.S. House of Representatives January 2007 - January 2008
AXA Equitable June 2006 - August 2006
Skills
Crystal Reports, Salesforce.com, Market Research, Data Analysis, Competitive Analysis, Strategy, Analysis, Strategic Planning, Project Management, Microsoft Excel, PeopleSoft, PeopleSoft CRM, Business Analysis, Cross-functional Team..., Marketing, Financial Analysis, Microsoft Office, Social Media, Research, Adobe Creative Suite, Freeform, Rhino 3D, Solidworks, SharePoint, CAD/CAM, Sales, Business Development, Footwear, Surface Modeling
Education
Pensole Footwear Design Academy 2014 — 2014
World Sneaker Championship
London College of Fashion 2012 — 2014
Associate's Degree, Footwear Design
Pensole Footwear Design Academy 2013 — 2013
iPensole Completion, Footwear Design, n.a
The University of Northampton 2013 — 2013
Leather Technology
Howard University 2002 — 2008
Bachelor, Business Administration; Actuary Science l Interest; Finance
Lincoln Park High School 1998 — 2002
International Baccalaureate
. October 2011 - Present
AXA Equitable April 2007 - March 2011
Ameriprise Financial Services, Inc. November 2005 - April 2007
Skills
Professional Chef
Education
Gettysburg College
B.A., Political Science & History
Manasquan H.S.
Kelly Services August 2012 - Present
Sherpa, LLC April 2014 - May 2015
AXA Equitable 2005 - 2011
AXA Equitable 1998 - 2005
AXA Equitable March 1998 - October 1998
AXA Equitable 1993 - 1998
AXA Equitable 1992 - 1993
AXA Equitable 1984 - 1992
Skills
Access, PeopleSoft, Bank Reconciliation, Account Reconciliation, Microsoft Excel, Microsoft Word, Accounting, Spreadsheets, Business Analysis, Process Improvement, Insurance, Customer Service, Training, Coaching, Outlook, Journal Entries, Time Management, Data Entry
Education
Fresno City College 1981 — 1984
Associates - Completed, Business/Accounting
Reinsurance Group of America January 1999 - Present
Milliman January 1998 - January 1999
AXA Equitable June 1993 - January 1998
Skills
Reinsurance, Actuarial, Pricing, Financial Risk, Capital Management, Mergers & Acquisitions, Actuarial Science, Life Insurance, Financial Modeling, Risk Management, Financial Services, Fixed Annuities, Finance, Economic Capital, Analysis
Education
Harvard University 1989 — 1993
AB, Mathematics
Pearre & Associates, LTD October 1994 - Present
MassMutual Financial Group September 1997 - December 2012
The Guardian Life Insurance Company of America October 1994 - September 1997
AXA Equitable 1984 - 1994
Skills
Investments, Insurance, Financial Services, Finance, Retirement Planning, Life Insurance, Securities, Fixed Annuities, Financial Planning, Disability Insurance
Education
Indiana State University 1973 — 1976
Bachelors, Physical Education Minor in History
San Diego State University-California State University 1977 — 1978
Bachelor of Applied Science (B.A.Sc.), Health and Physical Education/Fitness
Lake Forest High School 1970 — 1973
Minnesota Life January 2008 - Present
AXA-Equitable 2002 - 2008
Mutual of New York 2001 - 2002
Janus Mutual Funds 1999 - 2001
Player June 1995 - 2001
Skills
Fixed Annuities, Leadership, Insurance, Retirement, Sales, Life Insurance, Investments, Mutual Funds, Marketing, Selling, Strategic Planning, Marketing Strategy, Estate Planning, Employee Benefits, Financial Advisory
Education
Hofstra University
Business, Finance
University of Colorado at Denver
Finance, University Of Colorado
Herzing University September 2011 - May 2013
Invesco Ltd. February 2002 - January 2009
AXA Equitable April 1997 - February 2002
Skills
Notary Public, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, FINRA, Marketing-Advertising..., Mutual Funds, Hedge Funds, AML, Asset Management, Equities, Securities Regulation, Investments, Investment Management, Anti Money Laundering, Ethics Compliance, IARD, SEC Filings
Education
Herzing University-Atlanta 2011 — 2013
Associate of Science (AS), Legal Assistant/Paralegal
Louisiana Tech University
The Auto Club Group March 2013 - Present
Whirlpool Corporation March 2012 - February 2013
Teva Pharmaceuticals February 2011 - February 2012
Comcast 2009 - February 2011
AXA Equitable 2007 - 2009
Pitney Bowes April 2004 - 2007
Wipro Technologies 2002 - 2004
Equiserve 1999 - 2002
Skills
OBIEE, Informatica, Siebel, Data Warehousing, Business Intelligence
Education
International Technological University 2010 — 2012
MS, Computer Software Engineering
University of Madras 1994 — 1997
MCA, Computer Science
TIAA-CREF April 2013 - Present
TIAA-CREF September 2010 - April 2013
AXA Equitable July 2009 - November 2010
Morgan Stanley October 2007 - June 2009
BANK OF AMERICA April 2006 - August 2007
BANK OF AMERICA April 2005 - March 2006
BANK OF AMERICA April 2003 - March 2005
BANK OF AMERICA April 2001 - March 2003
First Union National Bank January 1999 - January 2001
Wachovia HR Division January 1996 - January 2001
Skills
Customer Relations, Problem Solving, Coaching, Microsoft Office, Teamwork, Supervisory Skills, Troubleshooting, Writing, Spreadsheets, Telephone Skills, Series 7, Banking, Series 63, Customer Service, PowerPoint, Mentoring, Insurance, Series 65, Financial Services, Securities, Quality Assurance, Root Cause Analysis, Uniform Combined State..., Investment Advisory, Process Improvement, Retirement
Education
Hampton University 1986 — 1990
Psychology, Psychology
JP Morgan Chase-277 Park Ave. New York N.Y. November 2013 - Present
3 MING CIRCUS FULL SERVICE P.A. RENTALS March 2005 - Present
JPMorgan Chase 270 Park Ave NY NY November 2013 - April 2014
Benchmark Hospitality May 2006 - November 2013
AXA Equitable 2000 - 2006
Doral Arrowwood 1998 - 2000
Mercy College 1992 - 1998
KVL Audio Visual Services 1990 - 1992
Skills
AV, Audio Conferencing, Customer Service, Video Conferencing, Account Management, Event Management, Sound, Budgets, Event Planning, Team Building, Sales, Management, Hotels, PowerPoint, Project Management, Customer Satisfaction, Online Advertising, Training, Hospitality, Human Resources, Live Sound
Education
Iona College 1987 — 1992
BS, Radio and Television Production
Deloitte October 2014 - Present
Millennium Challenge Corporation May 2013 - October 2014
Georgetown University August 2013 - December 2013
AXA Equitable August 2009 - July 2012
Institute for Public Policy and Economic Development May 2007 - August 2007
Skills
Access, Financial Modeling, Analysis, Data Analysis, Derivatives, Valuation, Actuarial Science, Web Development, Customer Service, International..., Risk Management
Education
Georgetown University 2012 — 2013
Master of Arts (M.A.), Economics
University of Scranton 2005 — 2009
B.S., Mathematics, Economics
KDV Wealth Management January 2010 - Present
Principal Financial Group September 2000 - September 2010
AXA Equitable 1977 - 1999
Skills
Retirement Planning, 401k, Series 63, Qualified Retirement..., Defined Benefit, Series 6, Fixed Annuities, Employee Benefits, Retirement, Series 7, ERISA, Pensions, IRAs, Asset Allocation, Investment Advisory, Investments, Investment Strategies, Profit Sharing, Retirement Plan..., Roth IRA
Education
Iowa State University 1969 — 1974
B.S., Education
Indiana Black Expo, Inc. September 1990 - Present
AXA Equitable February 1987 - September 1990
Skills
Project Planning, Fundraising, Marketing & Sales
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
The Center on Philanthropy professional training; Real Estate licensing;
Howard University
B.S., Bus. Admin./Economics
Assured Benefit Solutions February 2003 - Present
Assured Benefit Solutions January 2003 - Present
Lions Club of Denver 1996 - 2010
National Association of Health Underwriters 2003 - 2009
Denver Lions Club 1996 - 2009
Democratic Business Coaltioin 2001 - 2008
AXA Equitable April 1985 - June 2007
Equitable of Colorado 1985 - 1987
Security Life of Denver 1978 - 1985
American National Insurance Co. 1976 - 1978
Skills
Legislation, Management, Entrepreneurship, Health Insurance, Product Development
Education
University of Colorado Boulder 1973 — 1975
MS
Hamilton College 1967 — 1971
BA
Aquinas Institute 1963 — 1967
High School Diploma
NYC Health and Hospitals Corporation August 2012 - October 2013
AXA Equitable 2010 - 2012
Lynchval Systems Worldwide Inc October 2008 - October 2010
IBM October 1998 - April 2008
Westchester Community College 1996 - 1998
Iona College 1988 - 1993
Skills
Cross-functional Team..., Project Management, PMP, PMO, SDLC, Program Management, Requirements Analysis, Leadership, Integration, Software Project..., Business Analysis, Vendor Management, Business Process, Solution Architecture, Project Portfolio..., IT Management, Enterprise Architecture, Enterprise Software, MS Project, IT Strategy
Education
Iona College 1988 — 1991
Primerica July 2014 - Present
Financial Services Management 1985 - Present
AXA-Financial 2001 - 2013
AXA-Distributors 1995 - 2001
AXA-Equitable 1989 - 1995
Union & Dollar Dry Dock Savings Bamk 1985 - 1989
Skills
Fixed Annuities, Life Insurance, Insurance, Financial Services, Retirement Planning
Education
Frostburg State University 1978 — 1982
Bachelor of Science (B.S.), Business Admin and Parks & Recreation
Brooklyn Technical High School 1974 — 1978
Northwestern Mutual 2009 - Present
AXA Equitable 2007 - 2009
Skills
Qualified Retirement..., Retirement Planning, 401k, Retirement Plan..., Small Business, Business Planning, Personal Finance, Investments, Wealth Management, Finance, Financial Services, Financial Analysis
Education
University of Mary Washington
Bachelor’s Degree, Business Administration
Georgetown University
Executive Certificate, Financial Planning
New York Life Insurance Company August 2012 - Present
Metropolitan Life Insurance Company January 2011 - August 2012
Independent Marketing Consultant September 2009 - December 2010
AXA Equitable May 2007 - May 2009
Mercy College June 2005 - August 2008
MetLife March 2005 - May 2007
MetLife February 2003 - March 2005
MetLife June 1999 - January 2003
The Lake Group October 1998 - May 1999
Main Street Marketing July 1997 - September 1998
Skills
Campaign Management, Direct Marketing, Marketing Strategy, P&L responsibility, Response Analysis, Marketing Operations, Marketing Management, Budget Management, Campaign Strategy, Strategic Planning, Metrics, Vendor Management, Data Analysis, Business Strategy, Business Planning, Project Planning, Project Management, Budgets, CRM, P&L Responsibility, Management, Program Management, Strategy, Marketing, Competitive Analysis, Leadership, Market Analysis, Direct Mail, Lead Generation, Product Marketing, Segmentation, Operations Management, Database Marketing, Forecasting, Analysis, Integrated Marketing, Market Research, B2B Marketing, Sales
Education
University of California, San Francisco 2009 — 2010
Master's Certificate, Internet Marketing
Iona College 1992 — 1994
MBA, Marketing
University of Hartford 1985 — 1989
BA, History
Wall Street Oasis June 2013 - September 2013
AXA Equitable June 2013 - August 2013
Camilo Gallegos August 2011 - August 2012
Skills
Managing Events, Managing Start-ups, Follow-through Skills, Computer Proficiency, Stock Management, Microsoft Excel, Time Management, Accounting, Leadership, Fundraising, Teamwork, Management
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science, Business; Accounting; FinanceBusiness, Sophomore
Investment Banking Institue 2013 — 2013
Investment Banking
North Central High School 2007 — 2011
Wells Fargo Advisors September 2014 - Present
People's National Bank October 2013 - July 2014
AXA Equitable January 2013 - September 2013
Skills
Customer Service, Insurance, Team Leadership, Organizational..., Project Management, Team Management, Close Attention to..., Relationship Management, Data Analysis, French to English, English to French, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Outlook, Windows, Financial Services, Stock Market, Retirement Planning, Series 7, Series 63, Financial Analysis, Analysis, Leadership, Sales, Investments
Education
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
International Relations and Affairs
Virginia Tech 2009 — 2012
Bachelor of Arts (B.A.), International Business
AXA Equitable June 1998 - June 2015
Washington Square Hotel July 2013 - September 2013
Kalkin & Co April 1994 - June 1998
Linens N Things June 1984 - April 1998
Leewards May 1988 - March 1994
Skills
Insurance, Inventory Management, Microsoft Office, Microsoft Word, Human Resources, Teamwork, Customer Satisfaction, Culinary Skills, Catering, Food Service, Leadership, Hospitality, Restaurants, Operations Management, Hospitality Management, Fine Dining, Event Planning, FINRA, Spreadsheets, Training, Food Safety, Food & Beverage, Customer Service, Food, Budgets, Microsoft Excel
Education
Institute of Culinary Education 2012 — 2013
Hospitality, Management
Institute of Culinary Education 2011 — 2012
Culinary, Culinary Management
Bressler, Amery & Ross, P.C. September 2012 - Present
United States Court of Appeals for the Third Circuit January 2012 - April 2012
U.S. District Court for the Eastern District of Pennsylvania January 2011 - April 2011
US Securities and Exchange Commission May 2010 - December 2010
BlackRock May 2008 - August 2009
U.S. House of Representatives January 2008 - July 2008
AXA Equitable June 2006 - August 2007
Venn Strategies, LLC August 2006 - January 2007
Skills
Legal Research, Litigation, Legal Writing, Corporate Law, Civil Litigation, Courts
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude, Order of the Coif
Georgetown University 2005 — 2008
A.B., Cum Laude, Government, English
Transamerica September 2015 - Present
Transamerica August 2014 - Present
International Travel January 2014 - June 2014
New York Life Insurance Company June 2010 - January 2014
IABA 2010 - 2014
IABA 2010 - 2013
New York Life Insurance Company 2009 - 2009
Intel 2008 - 2008
AXA Equitable 2007 - 2007
Skills
Microsoft Excel, Life Insurance, Pricing, Data Analysis, PowerPoint, Microsoft Word, Analysis, Underwriting, Prophet, Financial Modeling
Education
Howard University 2006 — 2010
BBA, Insurance concentrating in Actuarial Science, 3.7
Stellenbosch University/Universiteit Stellenbosch 2008 — 2008
Comcast Spotlight February 2014 - Present
The E.W. Scripps Company May 2013 - February 2014
Starcom MediaVest Group October 2011 - May 2013
bataFILMS August 2009 - January 2010
Magnolia Pictures May 2009 - August 2009
AXA Equitable May 2008 - August 2008
Skills
Digital Marketing, Advertising, Media Buying, Media Planning, Social Media, Mobile Marketing, Online Advertising, Multicultural Marketing, Marketing Research, Marketing, Marketing Strategy, Google Analytics, PPC, Facebook, SEM
Education
Indiana University Bloomington 2007 — 2011
BA, Telecommunications
American Express January 2014 - Present
American Express March 2011 - January 2014
AXA US January 2008 - March 2011
AXA Equitable January 2007 - 2008
Skills
Business Strategy, Customer Service, Sales, B2B, Customer Satisfaction, Management, Selling, Forecasting, Account Management, Business Process..., Salesforce.com, CRM, Strategy, Sales Operations, Business Development, Financial Services, Marketing, Relationship Management, Portfolio Management, Leadership, Investments, Finance, Marketing Strategy, Strategic Planning, Strategic Partnerships, Sales Management, Consultative Selling
Education
Hofstra University 2003 — 2006
Division Avenue High School August 1994 - January 2000
AXA Equitable December 1989 - January 1995
Skills
Public Speaking, Microsoft Office, Student Counseling, Event Planning, Public Relations, Microsoft Word, PowerPoint, College Applications, Small Group Counseling, Microsoft Excel, Career Counseling, Academic Advising, Administration, Teaching, Tutoring, Research, Customer Service, Student Financial Aid, Leadership, Strategic Planning, Employee Benefits, Educational Consulting, Process Improvement
Education
Hofstra University 1992 — 1994
MS, School Counseling
State University of New York College at Oneonta
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Bank of America January 2008 - Present
LaSalle Bank January 2006 - January 2008
AXA Equitable September 2003 - December 2005
Oxford Automotive, Inc. June 2002 - August 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Portfolio Management, Cash Flow, Financial Risk, Cash, Forecasting, Treasury Management, Credit Analysis, Commercial Lending, Commercial Banking, Credit, Loans, Banking, Management, Analysis
Education
Grand Valley State University 2010 — 2012
MBA
University of Michigan 1998 — 2002
BBA, Concentrations in Finance & Marketing
Mercer December 2002 - Present
Key Bank July 2000 - December 2002
McDonald Investments August 1997 - July 2000
AXA Equitable February 1988 - August 1997
Army and Air Force Exchange Service August 1986 - February 1988
Skills
Results Focused, Proven Leadership Skills, Technology Proficient, Highly Organized, Disciplined, C-Suite Consulting..., Insurance, Investments, Employee Benefits, Retirement, Management, Strategy, Finance, Risk Management, Disability Insurance, Process Improvement, Consulting, Underwriting, Human Resources, Health Insurance, Executive Pay, Leadership, Recruiting, Result Oriented
Education
Louisiana State University 1983 — 1986
BS, International Trade and Finace
Indiana University Bloomington 1982 — 1983
International Business
Satellite Television Systems, Inc. April 1997 - Present
AXA Equitable 1993 - 1997
Engle Business Systems 1981 - 1987
Skills
Project Management, Leadership, Customer Service, Microsoft Excel, Start-ups, Microsoft Office, Strategic Planning, Sales, Business Development, Business Strategy, Account Management, Marketing Strategy, Team Building, Sales Management, New Business Development, Marketing
Education
Lincoln Technical Institute-Allentown 1976 — 1978
Associate, Electronic Technology
Harrisburg Area Community College
1yr Certificate, Management
AXA Equitable January 2010 - Present
AXA Equitable January 2007 - January 2010
AXA US July 2006 - September 2006
The Hartford June 2005 - August 2005
Skills
Series 63, Series 6, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Separately Managed..., Retirement, Investments, Wealth Management, Securities, FINRA, Financial Services, Financial Planning, Asset Management, Sales, Asset Allocation, Insurance, Alternative Investments
Education
Gettysburg College 2002 — 2006
BA, Business Management
Gettysburg College 2002 — 2006
Bachelor of Arts (BA), Spanish Language and Literature
Simsbury High School 1998 — 2002
High School, Business, Management, Marketing, and Related Support Services
AXA Equitable September 2010 - Present
Education
Georgia State University 1984 — 1986
BBA, Finance and Financial Management Services
College For Financail Planning
APMA, CFMC, AAMS with the College for Financail Planning., Finance and Financial Management Services
Medtronic Minimally Invasive Therapies Group August 2015 - Present
RF Surgical Systems Inc August 2011 - August 2015
AXA Equitable September 2007 - May 2009
Patient Care August 2005 - August 2007
Skills
Operating Room, Surgical Instruments, Strategic Planning, Capital Equipment, Market Development, Surgeons, Medical Devices, Disposables, Hospitals, Operating Room Sales, Surgical Device Sales, Vascular, Sales Operations, Sales, Product Launch
Education
Iona College 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Hackensack High School 1996 — 2000
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
CEB March 2014 - Present
AXA Equitable May 2013 - September 2013
Hainesport Enterprises Inc. May 2011 - August 2012
Radwell International May 2010 - August 2010
Gettysburg College August 2009 - May 2010
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (BA), Organizational Management Studies
Freeport-McMoRan Copper & Gold Inc. April 2012 - Present
AXA Equitable 2011 - January 2012
Guilford Agricultural Society 2010 - January 2012
WHUS 91.7 FM, University of Connecticut 2010 - May 2011
Connecticut Center for Economic Analysis 2009 - May 2011
AT&T Mobility December 2007 - July 2009
AT&T Mobility December 2007 - July 2009
PowerPhone, Inc October 2006 - November 2007
United Check Cashing & Financial Services June 2003 - July 2006
Education
University of Connecticut 2008 — 2011
BA, Economics, Business Administration
Gateway Community College
Associate's of Science, Accounting
University of Connecticut
Bachelor's of Art, Economics
AXA Equitable March 2008 - Present
AXA Equitable March 2008 - Present
Education
Harvard University 1996 — 2000
ADP August 2014 - Present
ADP July 2011 - August 2014
AXA Equitable June 2007 - June 2011
Skills
Human Resources, Strategic Consulting, Performance Management, Business Strategy, Workforce Management, ADP Payroll, BPO, HRIS, Talent Management, Benefits Administration, 401k, PeopleSoft, Employee Relations, Leadership, Sales, Sales Operations, Salesforce.com, SaaS, Cold Calling, Management
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
MBA, Business Management and Strategy
Gettysburg College 2003 — 2007
BA, Economics, Business Management
Mathew Greenwald & Associates 1992 - Present
AXA Equitable November 1981 - August 1991
National Center for Health Statistics August 1979 - August 1981
Skills
Focus Groups, Qualitative Research, Market Research, Research, Survey Research, Questionnaire Design, Report Writing, Data Analysis, Quantitative Analysis, financial services..., Analysis, Research Design, Quantitative Research, Survey Design, Advertising Research, Quantitative Analytics, Marketing Research, SPSS
Education
Georgetown University 1976 — 1978
Master's degree, Demography and Population Studies
Indiana University Bloomington 1970 — 1974
BA, Sociology, Urban Studies
Gamut. Smart media from Cox. November 2014 - Present
Gamut. Smart media from Cox. July 2014 - November 2014
Cox Digital Solutions September 2012 - July 2014
Life Med Media: dLife July 2011 - September 2012
News Corporation December 2010 - March 2011
AXA Equitable May 2010 - August 2010
Moffly Publications May 2009 - August 2009
Skills
Microsoft Excel, Photoshop, Spanish, Salesforce.com, SPSS, QuarkXPress, HTML, DoubleClick, Qualtrics, Atlas, MediaVisor, Bronto, Danish, Programming Languages, Social Media, Media Planning, Digital Media, Digital Strategy, Account Management, Online Advertising, Advertising Sales, Mobile Advertising, Search Advertising, Interactive Advertising, Local Advertising, Display Advertising, Social Networking, PPC, Editing, Advertising, Media Buying, Online Marketing, Digital Marketing, Facebook, Ad Serving, Rich Media
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Communication, Psychology
Danish Institute for Study Abroad 2010 — 2010
Communication and Mass Media
Wilton High School 2004 — 2007
High School Diploma
SignatureFD August 2013 - Present
PPA Advisors January 1977 - July 2013
AXA Equitable November 1966 - December 1976
United States Air Force September 1962 - August 1966
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Financial Advisory, Asset Allocation, Musician
Education
College Of Financial Planning 1982 — 1984
CFP, Financial Planning
Georgia Southern University 1958 — 1962
Finance, General
Wilkinson Senior High
AXA US December 2014 - Present
AXA US March 2014 - December 2014
AXA Equitable September 2013 - March 2014
AXA Equitable November 2012 - September 2013
AXA Equitable September 2010 - November 2012
Skills
Actuarial, Excel, VBA, Perl, SQL, Actuarial Science, Axis, MG-ALFA, Financial Modeling, Data Analysis, Microsoft Excel, Quantitative Analytics, Statistics, SAS
Education
Harvard University 2004 — 2008
B.A., Applied Mathematics
U.S. Boston Capital Corporation (Distributor of Pear Tree Funds) October 2015 - Present
U.S. Boston Capital Corporation (Distributor of Pear Tree Funds) November 2012 - Present
Profund Advisors LLC May 2011 - November 2012
T. Rowe Price June 2010 - May 2011
Devon Preparatory School February 2010 - June 2010
TSG Reporting June 2009 - December 2009
AXA Equitable June 2008 - March 2009
Continental Resources May 2004 - June 2008
Education
Gettysburg College 2004 — 2008
Political Science
Lincoln-Sudbury Regional High School 2001 — 2004
Fessenden School 1996 — 2001
Digital New Age, LLC. Financial AdvisorCambridge Financial PartnersOctober 2013 - January 2015
Met Life Insurance June 2008 - October 2013
Axa-Equitable October 1998 - September 2008
Skills
Leadership, Strategic Planning, Customer Service, Project Management, Business Strategy, Sales, Strategy, Marketing, Business Development, Microsoft Office, Marketing Strategy
Education
Universidad Complutense de Madrid 1988 — 1991
PhD, Economics, Honor
Georgia Institute of Technology 1963 — 1968
Bachelor's degree, Engineering/Industrial Management, Highest Honor
Randstad Technologies US July 2015 - Present
Randstad Technologies US June 2014 - Present
The Daily Vidette November 2013 - May 2014
Scott J. Brook’s PA June 2011 - August 2013
FMI Marketing May 2010 - August 2012
AXA Equitable May 2009 - August 2010
Skills
Time Management, Marketing, Social Media, PowerPoint, Social Networking, Team Leadership, Outlook, Leadership, Microsoft Excel, Microsoft Word, Facebook, Event Planning, Social Media Marketing, Spanish, Marketing Strategy, Analysis, Teamwork, Marketing Communications, Spreadsheets, Insurance, Market Research, Mediation, Legal Writing, Coaching, Research, Presentations, Networking, Recruiting, Technical Recruiting, Sales, Customer Service
Education
Illinois State University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), International Business
AXA Advisors May 2011 - Present
AXA Equitable January 2010 - May 2011
AXA Equitable June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Life and Health License..., Financial Services, Finance, Investments, Mutual Funds, Insurance, Securities, Series 7, Risk Management, Fixed Annuities, Financial Analysis, Strategy
Education
Gettysburg College
B.A., Management
GPM Partners LLC 2003 - Present
Fortent 2007 - 2009
Horizon Initiative September 2006 - October 2007
Pan-American Life Insurance Group 2005 - 2007
AXA Advisors 1998 - 2003
AXA-Equitable 1998 - 2003
Citibank 1989 - 1998
Citigroup 1988 - 1998
Skills
Call Center, Insurance, Risk Management, Change Management, Finance, E-business, Financial Services, Product Management, Coaching, Leadership, CRM, Call Centers, Strategy, Program Management, Financial Risk, Banking, Analytics, Management, Portfolio Management, Building Relationships, Entrepreneurship, Business Process..., Management Consulting, Outsourcing, Executive Management, Strategic Planning, Consulting, Project Planning, Mergers & Acquisitions, Analysis, Product Development, Securities, Business Analysis, Vendor Management, Start-ups, Business Development, Executive Coaching, Sales, Process Improvement, Financial Analysis, Business Strategy, New Business Development, Cross-functional Team..., Business Planning, Strategic Partnerships, Competitive Analysis, Business Intelligence, Financial Modeling, Project Management, Strategic Financial...
Education
Harvard University 1971 — 1973
MPA
University of Pittsburgh
Bachelor of Arts (B.A.)
Oppenheimer Asset Management September 2007 - Present
AXA Equitable 2000 - 2006
Manulife Wood Logan 1999 - 2000
Skills
Series 7, Series 24, Mutual Funds, Series 63, Series 65, Leadership, Wealth Management, Alternative Investments, Asset Allocation, Investments, Securities, Separately Managed..., ETFs, FINRA, Series 6
Education
Iona College 1988 — 1992
BBA
Lakeland HS 1984 — 1988
TCA Business Solutions, LLC 2007 - Present
AXA Equitable 2000 - 2007
Arthur Andersen 1999 - 2000
Hewitt Associates 1997 - 1999
Hazlehurst & Associates 1994 - 1997
Skills
Project Management, Data Mining, HTML, Business Analysis, Business Intelligence, Process Improvement, Data Verification, Web Services, Credit Card Transaction..., Credit Card Terminals, Mobile Payments, Payment Card Processing, Payment Gateways, E-commerce, Merchant Services, Recurring Billing, Check Services, Data Analysis, Shopping Cart, Debit Cards, Databases, Access, Employee Benefits, Business Strategy, Management, Small Business, Sales
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
MBA, eCommerce
Vanderbilt University 1988 — 1992
BA, Mathematics, Spanish, German, Psychology
Adlai E. Stevenson HS
AXA Equitable AnalystMet Life1979 - 1994
Met Life 1979 - 1986
Education
Hofstra University 1992 — 1997
AXA US August 2012 - Present
AXA June 2007 - July 2012
AXA October 2000 - June 2007
AXA Equitable August 1999 - February 2000
Skills
Capital Management, Insurance, Solvency II, Reinsurance, Corporate Finance, Finance, Risk Management, Financial Risk, Management, Internal Audit, Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions
Education
Institut Supérieur de Gestion 1997 — 2000
Master of Science (MS)
United Nations Population Fund (UNFPA) September 2014 - Present
United Nations April 2012 - Present
Global Compliance October 2006 - March 2012
AXA Equitable March 2005 - September 2006
Capital One September 1999 - March 2005
Skills
Employment Law, Compliance, Ethics, Investigations, Corporate Governance, Gardening, Employee Benefits, Employee Relations, Human Resources, Legal Compliance, Management, Mediation, Private Investigations, Training
Education
Harvard Law School 1993 — 1996
JD, Law
Hampton University 1989 — 1993
B.A., Mass Media Arts
Prudential Financial November 2013 - Present
AXA Equitable November 2004 - October 2013
Education
Georgetown University 1992 — 1996
Ash Brokerage November 2007 - Present
AXA Equitable 2006 - 2007
US Financial 2002 - 2007
Skills
Life Insurance, Insurance, Term Life Insurance, Brokers, Underwriting, Sales, Illustration, Financial Services, New Business Development, Financial Risk, Estate Planning, Long Term Care Insurance, Relationship Management, Financial Planners
Education
Georgetown College 1998 — 2002
BA, Business Administration/Marketing
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
TIAA-CREF March 2008 - Present
Dazzle Gifts & Promotions, Inc. January 2002 - February 2008
AXA/ Equitable September 1998 - December 2001
Pitney Bowes Management Services May 1996 - August 1998
Citibank April 1989 - April 1996
Skills
Digital Marketing, Marketing Strategy, Financial Services, Marketing Communications
Education
Northwestern University 1979 — 1981
MA, Marketing/Advertising
University of Wisconsin-Madison 1975 — 1979
BA, Journalism/Advertising
Harvard Business School
Taking Marketing Digital Program, Digital Marketing and Social Media
AXA Equitable July 2004 - Present
MONY 1994 - 2004
Skadden Arps 1988 - 1994
Skills
Intellectual Property, Corporate Law
Education
Harvard Law School 1985 — 1988
Riverdale Country School
Riverdale Country School
Riverdale Country School
Yale University
Bachelor's degree, French Language and Literature
INPO April 2010 - Present
ExecuTrain April 2008 - May 2010
AXA Equitable June 2007 - April 2008
Independant Consultant October 2005 - August 2006
ExecuTrain 1987 - 1996
Skills
Change Management, Instructional Design, Program Management, E-Learning, Microsoft Office, Instructor-led Training, Training, Captivate, Project Planning, Sales, Analysis, Human Resources, Process Improvement, Adult Education, Management, Business Development, ADDIE, Training Delivery, Organizational..., New Business Development
Education
Furman University 1981 — 1985
B.A., Economics and Business Administration
AXA Equitable November 1999 - Present
Prudential Financial 1995 - November 1999
Skills
Securities, Securities Regulation, SEC, Insurance Law, Alternative Investments, Management, Variable Products, Financial Services, FINRA
Education
New York Law School 1987 — 1990
Doctor of Law (J.D.)
Gettysburg College 1983 — 1987
Bachelor of Arts (B.A.), English and History
Locust Valley High School, Locust Valley, NY
Independent Contractor / Consultant December 2012 - Present
Foy Enterprises September 2011 - April 2013
The Tindal Group March 2007 - September 2011
AXA Advisors May 1993 - February 2007
AXA Equitable 1993 - 2007
Domtar April 1994 - January 1997
International Paper January 1989 - April 1994
Westvaco June 1984 - December 1988
Allstate May 1983 - May 1984
AT&T June 1982 - May 1983
Skills
Strategic Planning, Financial Analysis, Sales, Recruiting, Investments, Project Management, Business Strategy, Negotiation, Process Improvement, Risk Management, Team Building, Business Development, New Business Development, Business Planning, Management, Budgets, Small Business, Strategy, Direct Sales, Leadership, Insurance, Marketing, Sales Management, Program Management, Sales Operations, Management Consulting, CRM, Entrepreneurship, B2B
Education
Hampton University 1978 — 1982
BS, Management
MBS Insight Inc. (an eBay Company) October 2009 - January 2013
AXA Equitable January 2000 - December 2008
AXA Client Solutions July 1997 - September 2000
Export Trade of America, Inc. January 1992 - June 1996
Skills
Quality Center, Quality Assurance, Vendor Management, Visio, Cross-functional Team..., Process Improvement, XML, Test Planning, SDLC, Project Management, Project Portfolio..., MS Project, Business Process, Management, Risk Management, Team Building, Software Development, Requirements Analysis, Business Analysis, Troubleshooting, Leadership, CMMI, Business Requirements, Requirements Gathering, Software Project..., IT Strategy, PMP, Testing, SharePoint, Integration, Analysis, Systems Analysis, PMO, Project Delivery, Java, Certified Scrum Master..., Microsoft Project
Education
State University of New York at Stony Brook 2009 — 2009
Project Management Certificate
Iona College 1989 — 1992
BBA, Accounting Business Administration
SRUMstudy
York Castle High School
WTS Proprietary Trading Group August 2013 - November 2013
World Trade Financial Corporation November 2012 - March 2013
Chardan Capital Markets June 2011 - November 2012
Seaboard Securities May 2004 - November 2010
AXA Equitable January 2003 - May 2004
Pershing Trading Company January 2000 - January 2003
Skills
Series 7, Equities, Hedge Funds, Series 63, Series 55, Trading Strategies, Trading Ideas, Trading Executions, Sungard, Account Management, Client Relations Skills, Maintaining Strong...
Education
French Culinary Institute 2007 — 2008
Culinary Arts degree, Culinary Arts/Chef Training
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (BA), Political Science
Mizuho Capital Markets Corp. March 2013 - Present
AXA Equitable May 2010 - March 2013
Deutsche Bank April 2009 - May 2010
AIG Financial Products October 2007 - October 2008
Skills
Quantitative Finance, Derivatives, Fixed Income, Trading Systems, Options
Education
Stony Brook University 2001 — 2007
PhD, Mathematics
Indian Institute of Science 1996 — 2000
ME, Electrical Communication Engineering
Presidency College 1993 — 1996
BSc, Physics
Futures Group January 2013 - Present
Robert Half Legal March 2011 - December 2012
AXA Equitable April 2009 - March 2011
Milbank Tweed Hadley & McCloy LLP June 2005 - July 2006
Skills
SDLC, Litigation, Microsoft Office, Business Analysis, Management, Project Management, Recruiting, Talent Acquisition, Negotiation, Deal Execution, Executive Search, Career Development..., C#, Technical Recruiting, Internet Recruiting, Business Intelligence, Staffing Services, Applicant Tracking..., Contract Recruitment, Benefits Negotiation, Temporary Placement, Screening Resumes, College Recruiting, Networking, Permanent Placement, Interviews, Screening, Temporary Staffing, Onboarding, Sourcing, Human Resources, Cold Calling, Talent Management, IT Recruitment, Hiring
Education
Haverford College
Manhasset High School
Deaner-Malvania Consulting January 2010 - Present
Northstar Financial Services Ltd. November 2005 - September 2009
Redding Consultants, Inc. 2004 - 2005
AXA Financial 1999 - 2004
AXA Equitable 1999 - 2004
Redding Consultants, Inc. 1992 - 1999
Mercer Management Consulting 1988 - 1991
Mercer Management Consulting (formerly Strategic Planning Associates) 1980 - 1991
Strategic Planning Associates 1980 - 1988
Skills
Mergers & Acquisitions, Management Consulting, Mergers, Financial Services, Investments, Strategy, Private Equity, Corporate Development, Venture Capital, Asset Management, Portfolio Management, Strategic Financial..., Financial Modeling, Executive Management, Financial Analysis, Securities
Education
MIT Sloan School of Management 1976 — 1978
Master of Science, Management
Massachusetts Institute of Technology 1973 — 1976
Master of Science, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1973 — 1976
Electrical Engineer, Electrical Engineering and Computer Science
Indian Institute of Technology, Bombay 1968 — 1973
Bachelor of Technology, Electrical Engineering
St. Lawrence High School
St. Lawrence High School
AXA Equitable 2007 - Present
Swiss Re March 2006 - December 2006
Skills
Actuarial Science, Reinsurance, Solvency II, ALM, Fixed Annuities, Economic Capital, Insurance, Embedded Value, Enterprise Risk..., Life Insurance, Financial Risk, Risk Management
Education
Harvard University 1995 — 1999
A.B., Mathematics
Coral Springs High School 1991 — 1995
Diploma
AXA Equitable September 2013 - Present
Rabo Agrifinance June 2004 - August 2013
The MONY Group August 1987 - June 2004
Skills
Agribusiness, Agriculture, Portfolio Management, Public Speaking, Financial Analysis, Strategic Planning, Banking, Real Estate, Loans, Management, Commercial Lending, Credit Analysis, Credit, Business Planning, Risk Management, Leadership, Finance, Credit Risk, Commercial Banking, Farms, Mortgage Lending, Business Strategy, Commodity, Strategic Financial..., Loan Servicing
Education
Lindenwood University 1993 — 1995
MBA, Business
Illinois State University 1983 — 1985
BS, Agribusiness
AXA Equitable QA AnalystAXA EquitableJune 1997 - Present
Education
Iona College
AXA Advisors 2007 - Present
AXA Equitable January 1997 - Present
Education
Immaculata University 2003 — 2005
Saint Joseph's University
Villanova University
JP Morgan Chase Bank NA November 2007 - Present
AXA Equitable April 2006 - May 2007
Hofstra University February 2001 - April 2006
Hofstra University June 1999 - February 2001
Education
Hofstra University 1999 — 2004
Master of Business Administration (M.B.A.), Marketing
Hofstra University 1996 — 1998
Bachelor of Business Administration (BBA), Management
Siena College 1994 — 1996
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
AXA Equitable October 2007 - Present
AXA Equitable 2007 - 2012
Tata info tech 1998 - 2001
Education
Indian Institute of Technology, Delhi
The Wooditch Group September 2002 - Present
Manualife Wood Logan August 2000 - October 2002
AXA Equitable May 1997 - August 2000
AXA Equitable January 1996 - May 1997
Skills
Workers Compensation, Risk Management, Mediation, Property & Casualty..., CRM, Sales Management, Insurance, Professional Liability, Wealth Management, Customer Service, New Business Development, Microsoft Excel, Human Resources, Strategy, Employment Practices..., Brokers, Alternative Investments, Marketing Strategy, Strategic Planning, Liability, Investments, Series 7, Excess, Inland Marine, Legal Liability, Commercial Lines, Umbrella Insurance, Commercial Insurance, Casualty, Underwriting, Employee Benefits, Casualty Insurance
Education
Pitzer College 1990 — 1992
BofA, Political Studies
Idaho State University 1988 — 1990
CooperGroup April 2010 - Present
Quality Plus & Associates September 2007 - Present
AXA Equitable November 1993 - September 2007
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Risk Assessment, COSO, Financial Risk, Corporate Governance, IT Audit, Auditing, Risk Management, Sarbanes-Oxley, Certified Fraud Examiner, Financial Audits, Fraud, Financial Analysis, Business Process...
Education
Hofstra University 1964 — 1968
BS, Economics
Half Hollow Hills High School 1960 — 1964
St. Juliana's 1952 — 1960
Brandywine Benefits Group, Inc. June 2004 - Present
Wachovia 1999 - 2004
AXA Equitable January 1994 - January 1999
Skills
Wealth Management, Risk Management, Retirement Planning, Finance, Financial Planners, Group Benefit Plans, Mutual Funds, High Net Worth..., 401k, Long-term Care, Fixed Annuities, Disability Insurance, Employee Benefits, Estate Planning, Life Insurance, Financial Services, Financial Planning
Education
Gettysburg College 1987 — 1991
BA Management, Finance, Human Resources, Accounting
CDI Business Solutions July 2009 - Present
IBM 2009 - 2015
AXA Equitable April 1999 - February 2009
Dresdner Kleinwort Benson North America LLC April 1997 - April 1999
Merrill Lynch, Pierce, Fenner & Smith Incorporated October 1995 - April 1997
Matsushita Electric Corporation of America August 1992 - September 1995
Skills
DB2, Oracle, Database Administration, Performance Tuning, Oracle Administration, Data Warehousing, Unix Shell Scripting, Data Modeling, Unix, SDLC, Databases, Disaster Recovery, RMAN, Data Guard, Oracle ASM, Grid Computing, Oracle RAC, Oracle Database...
Education
Illinois Institute of Technology 1983 — 1984
MBA, Information Resources Management
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Time Warner Cable Media November 2009 - Present
Time Warner Cable Media Sales January 2010 - December 2011
AXA Equitable October 2006 - May 2009
AXA Equitable September 1998 - October 2006
Equitable Life October 1989 - October 1993
Skills
Human Resources, Organizational..., Coaching, communications, Strategic Partnerships, Training, Project Management, Leadership Development, Talent Management, Employee Relations, Change Management, Strategy, Talent Acquisition, Budgets, Succession Planning, Personnel Management, Performance Management, Leadership, Business Development, Organizational..., Program Management, Management, Onboarding, Employee Training, Deferred Compensation, Employee Benefits, HRIS, Recruiting, Mergers & Acquisitions, New Hire Orientations, Organizational Design, Career Development, Employee Engagement
Education
Hofstra University 1973 — 1975
BA, Education / Psychology
Envisage Information Systems June 2014 - Present
Envisage Information Systems January 2011 - June 2014
Benefit Design Services Corporation August 2001 - January 2011
AXA Equitable April 2000 - August 2001
Advance America May 1998 - March 2000
Skills
QPA (Qualified Pension..., QKA (Qualified 401k..., ERPA (Enrolled..., Retirement Plan..., Pensions, Qualified Retirement..., Retirement Plan Audits, Plan Document Design, Retirement Benefits, Retirement, 403 b, 401k, Pension Administration, Defined Benefit, Defined Contribution, Simple IRA, IRAs, 401k Rollovers, Form 5500 preparation, Business Analysis, Requirements Analysis, Requirements Management, Subject Matter Experts, Requirements Gathering, Business Requirements, Functional Requirements, Systems Analysis, System Testing, Usability Testing, Test Cases, Accounting, Tax Preparation, Consolidated Financial..., Auditing, Financial Services, Testing, Databases, SDLC, Employee Benefits, Process Improvement, SQL
Education
State University of New York Empire State College
BS Business/Mgt/Economics, Accounting
Greenville Technical College
Aaron B Walsh, CPA April 2015 - Present
The Atlantic Group April 2015 - April 2015
Lionstone Capital Management LLC February 2008 - March 2015
AXA Equitable February 2007 - February 2008
KPMG December 2002 - February 2007
Berdon LLP December 1998 - December 2002
Margolin, Winer & Evens LLP November 1996 - December 1998
Skills
Financial Reporting, Internal Controls, Accounting, GAAP, Financial Analysis, Auditing, Tax, Due Diligence, Managerial Finance, Cash Flow, Private Equity, Asset Management, Budgets, Microsoft Excel, Financial Accounting, Consolidation, External Audit, Internal Audit, Financial Statements, Cash Management, QuickBooks, Fund Accounting, Sarbanes-Oxley Act
Education
Hofstra University 1996 — 1998
BBA, Accounting
Northern/Northern Institutional Funds May 2014 - Present
Moraine Township (Illinois) April 2013 - Present
AXA Equitable November 2001 - Present
Legacy Charter School - Chicago July 2012 - March 2013
Williams Capital Management, LLC August 2006 - April 2012
Education
Wharton School, University of Pennsylvania 1981 — 1983
Master of Business Administration (MBA), Finance, General
Harvard University 1975 — 1979
AB, Psychology and Social Relations
Independent Sales Rep May 2012 - Present
Dans Company, Inc. March 1996 - July 2012
AXA Equitable January 1994 - March 1996
Skills
Sales Management, Strategy Development, Team Building, Forecasting, Strategic Planning, Business Development, Sales Presentations, Marketing, Selling, Contract Negotiation, Customer Service, Key Account Management, B2B, Key Account Development, Account Management, Product Development, Negotiation, Sales, Marketing Strategy, Strategy, Pricing, Sales Process, Sales Operations, Building Materials, New Business Development, Direct Sales, Competitive Analysis
Education
NATIONAL ASSOCIATION OF HOME BUILDERS 2012 — 2012
CAPS, Ceritfied Aging in Place Specialist
Haslam College of Business at the University of Tennessee 1975 — 1979
Business Management, Business, Marketing
AXA Equitable October 2011 - Present
The Edge Fitness Clubs 2010 - 2011
Unum 2009 - 2010
Skills
Strategic Financial..., Financial Analysis, New Business Development, Microsoft Excel, Direct Sales, Sales Support, Territory Analysis, Microsoft Office, Series 6, Series 63, Insurance, Telephone Skills, CSCS
Education
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Financial Guaranty Insurance Company November 2013 - Present
AXA Equitable August 2010 - November 2013
Credit Suisse February 2008 - September 2009
Morgan Stanley January 2007 - November 2007
Morgan Stanley October 2005 - December 2006
Simpkins & Simpkins, LLC August 2003 - October 2005
Skills
Financial Modeling, Equities, Strategic Financial..., Analysis, Finance, Management, Accounting, Account Reconciliation, Auditing, Investments, Budgets, Contract Negotiation, Mutual Funds, Accounts Payable, Accounts Receivable, Training, Valuation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance, Management & Global Business
Indiana University Bloomington 1999 — 2003
B.S., Public Policy with Finance concentration
Family First Life Insurance Company OwnerAntiques Des Beaux Reves, LLCJanuary 2007 - Present
AXA Equitable December 2013 - May 2015
Hartford Life December 1987 - June 2003
The Hartford Life Insurance Company 1986 - 2003
The Hartford 1986 - 2003
Skills
Management, Business Strategy, Insurance, Training, Project Management, Team Building, Product Management, Sales, Strategic Planning, QuickBooks, Customer Service, Aquisition, Microsoft Excel, Leadership, Process Improvement, Salesforce.com, Account Management, Budgets, New Business Development, MS excel, MS word, Life Insurance, Fixed Annuities, Finance, Retirement Planning, Financial Services, Investments, Retirement, Series 7, Mutual Funds, Securities
Education
Hollins University 1978 — 1982
Bachelor of Arts (B.A.), French Language and Literature
Hollins University 1978 — 1982
Bachelor of Arts (B.A.), French Language and Literature
Simsbury High School
AXA Equitable July 2012 - Present
AIG January 2011 - May 2012
AIG September 2007 - May 2012
AIG October 2003 - September 2007
Sony Electronics 1990 - 2003
Skills
User Acceptance Testing, Insurance, Underwriting, Quality Center, SDLC, WinRunner, Test Strategy, Waterfall, Test Management, General Insurance, Test Planning, ISEB, QTP, Property & Casualty..., Claim, Test Execution, Regression Testing, Business Requirements, Requirements Gathering, Requirements Analysis, DB2, HP Quality Center, Process Improvement, HP QTP, Business Analysis, Vendor Management
Education
Iona College 1993 — 1996
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.), Political Science
CGS Administrators August 2013 - Present
CGS Administrators May 2013 - August 2013
EmployReward Solutions, Inc. December 2010 - February 2013
TIAA-CREF December 2007 - April 2009
TIAA-CREF August 2006 - December 2007
TIAA-CREF October 2003 - July 2006
AXA Equitable March 1999 - October 2003
Skills
Call Center, Process Improvement, Series 63, Series 6, 401k, Retirement Planning, Series 7, Mutual Funds, Customer Service, Team Leadership, Securities, Quality Assurance, Investments, Strategic Planning, Retirement, Wealth Management, IRAs, Risk Management, FINRA, Fixed Annuities, Call Centers, Employee Benefits, Leadership, Coaching
Education
Kaplan University 2006 — 2015
Matriculating, Business Administration
Howard University 1986 — 1988
Rochester NY Painters, Inc April 2013 - Present
Pine's Painting April 1997 - April 2013
Pizza Hut August 1993 - April 1995
AXA Equitable July 1989 - August 1993
Skills
Renovation, Residential Homes, Construction, Contractors, Construction Management, Small Business, Carpentry, Marketing, Residential Design
Education
Hobart and William Smith Colleges 1984 — 1988
BA, English
Hudson Valley Writers' Center June 2011 - April 2014
Red Hen Press June 2010 - February 2013
Morgan Stanley 1983 - 2001
AXA Equitable 1981 - 1983
John Hancock Financial Services 1978 - 1981
Sun Life Financial 1975 - 1978
Skills
Ebooks, Fiction, Publishing, Fiction Writing, Novels, Memoir, Short Stories, Freelance Writing, Published Author, Non-fiction, Poetry, Literature, Web Content, Publications, Books, Creative Writing, Editing, Risk Management, Management, Copy Editing, Equities, Blogging
Education
Harvard University 1971 — 1975
Doctor of Philosophy (Ph.D.), Physics
McGill University 1967 — 1971
Bachelor of Science (B.Sc.), Honours Physics
BMI Research (A Fitch Group Company) July 2015 - Present
Gerson Lehrman Group April 2011 - June 2015
JPMorgan Chase August 2007 - May 2009
AXA Equitable April 2002 - July 2007
Deutsche Bank May 2000 - March 2002
Citibank September 1999 - May 2000
Skills
Investments, Financial Modeling, Financial Statement..., Energy, Fixed Income, Equities, Portfolio Management, Economics, Trading, Credit Risk, Analysis, Strategy, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Risk Management, Analytics, Renewable Energy, Business Analysis, Financial Analysis, Finance
Education
LIU Post 2009 — 2010
MBA
Hofstra University 1997 — 1999
BBA, Banking and Finance
AXA Equitable July 1977 - December 1998
Education
Indiana University Bloomington 1972 — 1976
Bachelor of Science (B.S.), Marketing
American College of Life Underwriters
Chartered Life Underwriter, Life Insurance
RSI Housing Solutions October 2012 - May 2013
Housing Options Made Easy, Inc November 2011 - April 2012
Horizon Health Services July 2011 - October 2011
Veterans Administration Medical Center August 2010 - March 2011
Pendum Inc July 2007 - September 2009
Diebold October 2008 - January 2009
AXA-Equitable January 1998 - January 2006
Skills
Troubleshooting, Case Managment, Social Services, Mental Health, Community Outreach, Customer Service, Nonprofits, Crisis Intervention, Healthcare, Group Therapy
Education
ICDC College 2013 — 2014
DIPLOMA, Alcohol and Drug Counseling, 90.95
Allied Barton, Registered New York State Security Guard 2008-2010Bryant & Stratton
A.A.S, Medical Office Management
Giovanni Treglia Insurance January 2011 - Present
AXA Equitable June 2010 - Present
MARIO TREGLIA CPA June 2000 - Present
Skills
Long Term Care Insurance, Financial Advisory, Estate Planning, Series 7, Life Insurance, Estate Tax Planning, Disability Insurance, Retirement Benefits, Life & Health Insurance..., Personal Income Tax..., Buy-sell Agreements, Series 66
Education
Iona College 2006 — 2008
MBA, Finance
Verizon Wireless August 2012 - Present
Wells Fargo November 2011 - August 2012
Insight Technology Solutions June 2011 - November 2011
Deloitte Consulting November 2010 - June 2011
AXA Equitable February 2010 - November 2010
Skills
Spring, Struts, JSF, Web Services, Oracle SQL, JavaScript, Hibernate, AJAX, Java, C++, JSP, Ant
Education
Gujarat University
Bachelor's degree, Computer Engineering
University of Bridgeport
Master's degree, Computer Science
EmblemHealth January 2012 - Present
Columbia University in the City of New York July 2008 - December 2011
PEPSI BOTTLING GROUP January 2007 - July 2008
Institute of Internal Auditors, NY Chapter July 2000 - September 2007
AXA Equitable July 2000 - October 2006
INSURANCE SERVICES OFFICE May 1998 - July 2000
NYC OFFICE OF THE COMPTROLLER August 1986 - May 1998
Skills
Compliance, Auditing, Event Management, Event Planning, Building Relationships, Strategic Planning, Project Management, Negotiation, Marketing Strategy, Brand Management
Education
Hofstra University
BBA, Accounting
Syracuse University, Division of International Programs Abroad
General Studies
State of Hawaii Agent/RepresentativeCUNA Mutual Group1993 - 1995
AXA Equitable 1987 - 1993
Skills
Certified Substance..., Social Services, Case Managment
Education
University of Hawaii at Manoa 1980 — 1982
MSW, Social Work
Iowa State University 1976 — 1980
Bachelor's degree, Psychology and Sociology
AXA Equitable April 2012 - Present
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor's degree, Finance, General
AXA Equitable April 2001 - Present
PHILIP MORRIS December 1988 - November 1990
International Paper November 1985 - November 1988
Simpson Thacher & Bartlett LLP August 1980 - October 1985
Skills
Commercial Litigation, Negotiation, Client Counseling, Class Actions, Management, Corporate Law, Due Diligence, Mergers & Acquisitions, Securities Regulation, Commercial Real Estate, Intellectual Property, Securities, Legal Research, Corporate Governance, Insurance, Licensing, Privacy Law, Risk Management, Corporate Finance, Insurance Law, Trademarks, Legal Issues
Education
Harvard University
Bachelor of Arts (BA), English Literature (British and Commonwealth)
University of Virginia School of Law
Doctor of Law (JD), Law
Nationwide Insurance August 2014 - Present
Cox Communications August 2013 - July 2014
GE Healthcare(Infrastructure) August 2012 - July 2013
ADESA January 2010 - July 2012
AXA-EQUITABLE January 2008 - December 2010
L&T Technology Services Limited February 2006 - November 2007
Skills
pl/sql, Unix, Toad, SQL, Visio, Data Analysis, Data Integration, OBIEE, Informatics, SDLC, ETL, Informatica, Oracle, Business Intelligence, Data Warehousing, Databases, Data Migration, Dimensional Modeling, Data Marts, Data Quality
Education
International Technological University 2008 — 2010
Masters degree
JNTU 2002 — 2006
Bachelore degree
Performance Food Group 2010 - Present
Saveology.com ™ 2008 - 2010
Sprint Nextel (Digicom) 2006 - 2008
Pershing, a BNY Mellon company 2006 - 2006
AXA Equitable 2005 - 2006
Dora’s Naturals 2004 - 2005
Lynne’s Infiniti 2003 - 2004
Education
Hudson County Community College 1997 — 2000
Associate’s Degree, Business Administration and Management, General