AXA Financial Advisors
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AXA Financial Advisors Employees
MD Consultants of America. January 2011 - Present
TRANSCRIPTIONS UNLIMITED, INC January 2005 - Present
NEW ENGLAND FINANCIAL2003-2005 January 2003 - December 2005
Foresters January 2001 - January 2003
ATTAR WORLD TRAVEL, INC January 2000 - January 2001
AXA FINANCIAL ADVISORS January 1997 - January 1999
Skills
Insurance, Strategic Financial..., Marketing, Sales, Recruiting, Management, Business Planning, Customer Service, Microsoft Office, Investments, Consulting, Cold Calling, Finance, Outside Sales, Networking, Medical Billing, Medical Coding, EMR, EMR Training, Medical Devices, Surgical Instruments, Medical Transcription, Practice Management, EHR, Healthcare Management, Healthcare, Medicare, Hospitals, Physicians, New Business Development, Revenue Cycle, HIPAA, Healthcare Consulting, Managed Care, Training, Healthcare Industry, Revenue Cycle Management, Healthcare Information..., Physician Relations, Marketing Strategy, Medicaid, Medical Records, Budgets, Quality Improvement, Orthopedic, Health Insurance, Informatics, Medical Terminology, Radiology, CPT
Education
Illinois Central College 1994 — 1996
Business, Management
EY July 2013 - Present
Sigma Beta Rho Fraternity, Inc. December 2003 - Present
DTCC December 2010 - July 2013
DTCC January 2009 - December 2010
DTCC September 2007 - January 2009
DEUTSCHE BANK AG August 2006 - September 2007
AXA Financial Advisors December 2004 - March 2005
Sigma Beta Rho Fraternity, Inc. 2004 - 2005
Model United Nations Development Organization (MUNDO) 2001 - 2001
Skills
Project Management, Microsoft Excel, Risk Management, Financial Risk, Compliance, AML, Bank Secrecy Act, Federal & State..., Analysis, Financial Modeling, Financial Services, Securities, Risk Assessment, KYC, OFAC, Finance, Corporate Governance, Due Diligence, USA PATRIOT Act, Financial Regulation, Operational Risk, Banking, Management, SEC Filings, Securities Litigation, Investment Banking, Credit Risk, Anti Money Laundering
Education
The Analyst Exchange 2008 — 2008
NA, Fundamentals of Financial Modeling and advanced Excel concepts
New York Real Estate License 2004 — 2004
NY Real Estate License, Real Estate
Chartered Financial Analyst-Candidate
CFA, N/A
Association of Certified Anti-Money Laundering Specialists (ACAMS)
CAMS, Risk Management/Compliance
Lyceum Kennedy
High School Diploma
Pace University - Lubin School of Business
B.B.A., Finance, International Business
UNIS
Whale Path, Inc. February 2014 - Present
American Prosperity Group August 2008 - March 2011
TD Ameritrade October 2006 - May 2007
Washington Mutual December 2004 - September 2006
AXA Financial Advisors June 2003 - January 2004
Skills
Leadership, Investments, Strategic Financial..., Retirement Planning, Sales, Retirement, Mutual Funds, Financial Modeling, Public Speaking, Valuation, Investment Strategies, Financial Services, Capital Markets, Strategic Planning, Estate Planning, Finance, Training, Fixed Annuities, Banking, Portfolio Management, Financial Planning
Education
Pace University 2013 — 2014
Masters in Finance, Finance
Boston University 1993 — 1998
B.A., Psychology
Investment Banking Institute New
Capital One November 2012 - Present
National Securities Inc January 2011 - September 2012
Champions Learning July 2010 - June 2011
AXA Advisors September 2010 - December 2010
AXA Financial Advisors September 2010 - December 2010
Skills
Equities, Valuation, Financial Modeling, Equity Research, Investment Banking, Series 7, Capital Markets, Investments, Bloomberg, Corporate Finance, Securities, Bloomberg Terminal, Private Equity, Bonds, Portfolio Management, Series 63, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Strategies, Structured Finance, Asset Allocation, Wealth Management, Trading, Financial Analysis, Financial Risk, Investment Advisory, Market Risk, Banking, Emerging Markets, Financial Markets, Options, Derivatives, Investor Relations, Strategic Financial..., Investment Management, Equity Valuation, FINRA, Retirement Planning, Cash Management, Risk Management, Retirement, Insurance, Private Banking, Hedging, Structured Products, Financial Planning
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
bachelors, finance
Lehman College 2007 — 2011
BS, Finance
Lehman College
Bachelor, Finance; Business Administration
Wells Fargo Home Mortgage 2012 - Present
Charles Schwab 2010 - 2012
American Equity Mortgage January 2009 - July 2010
AXA Financial Advisors 2008 - 2008
Countrywide Home Loans September 2004 - December 2007
American General Financial Services July 2002 - September 2004
Skills
Financial Analysis, Sales, Mortgage Lending, Mortgage Banking, Loan Origination, Client Development, Customer Service, Residential Mortgages, Cross Selling, Notary Public, Home Equity Loans, Refinance
Education
California State University-Chico
Bachelor of Science (B.S.), Psychology and Business Management
Summit Wealth Group December 2010 - August 2012
Sutton Platform Innovations January 2010 - November 2010
Sutton Platform Innovations, LLC January 2010 - November 2010
AXA Financial Advisors January 2009 - January 2010
AXA Financial Advisors June 2007 - December 2008
CCM Futures May 2004 - August 2004
Skills
Series 7, Series 66, Investments, Strategic Financial..., Asset Managment, Retirement Planning, Insurance, Asset Allocation, Financial Analysis, Financial Modeling, Financial Services, Estate Planning, Life Insurance, Fixed Annuities, Equities, Mutual Funds, Retirement, Wealth Management, Marketing, Securities, Portfolio Management, Finance, Financial Advisory, Small Business, Microsoft Excel, Long-term Care, Risk Management, Social Media, Disability Insurance, Social Media Marketing, Financial Planners, Strategic Planning, Marketing Strategy, PowerPoint, Management, Asset Management, Uniform Combined State..., Investment Strategies, Blogging, Series 63, 401k, CRM
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science, Bachelor of Science, Business Administration; Marketing
Summit High School
AXA Financial Advisors August 2015 - Present
Tailored Management July 2014 - May 2015
Various Companies 1986 - 2015
Grange Insurance January 2014 - June 2014
Nationwide Financial October 2009 - November 2013
Met Life October 2008 - May 2009
None October 2008 - October 2008
Nationwide Insurance August 1986 - 2008
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Series 6, Investment Advisory, Mutual Funds, Strategic Financial..., Financial Services, Insurance, 401k, Underwriting, Uniform Combined State..., Series 63, Estate Planning, FINRA, General Insurance, Series 7, Securities, Retirement, Series 24, Investments, IRAs, Variable Annuities, Asset Allocation, Pensions, Term Life Insurance, Relationship Management, Variable Life, ChFC, Universal Life, Personal Financial..., Qualified Retirement..., Financial Planners, Human Resources, On-site Services, On-site Staffing, Life & Health Insurance..., human resource
Education
Franklin University 2003 — 2007
Bachelors, Financial Management
Southeast Career Center, Insurance 1986 — 1987
General Education, Insurance
FirstService Residential New Jersey/Pennsylvania July 2015 - Present
FirstService Residential Mid-Atlantic May 2011 - June 2015
Central Analysis Bureau August 2008 - April 2011
Axa Financial Advisors January 2008 - May 2008
Limited / Express Clothing store November 2004 - January 2007
Camp Robin May 1999 - May 2006
Subway Sandwich Shop July 2001 - May 2004
Skills
Fund Accounting, Financial Analysis, Insurance, Accounts Payable, Staff Supervision, Interviewing, Training & Development, Financial Reporting, Reconciliation, Budgeting, Journal Entries, Excel, Accounting, General Ledger, Forecasting, Word, PowerPoint, Balance, Finance, Variance Analysis, Microsoft Word, Account Reconciliation, Budgets, Financial Statements, GAAP, Analysis, Customer Service, Microsoft Excel
Education
Marist College 2004 — 2008
Bachelor of Science, Business Administration; Finance
Marist College School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance, General
ICMA-RC July 2012 - Present
The Hartford January 2011 - October 2012
Trademark Capital August 2010 - January 2011
AXA FINANCIAL ADVISORS October 2009 - September 2010
ING Financial Advisors February 2003 - June 2009
ING March 2003 - March 2009
GREAT-WEST LIFE AND ANNUNITY March 2000 - March 2003
GREAT-WEST LIFE AND ANNUNITY June 1997 - March 2000
Skills
Series 6, 401k, Series 63, Retirement, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Defined Contribution, Investments, Uniform Combined State..., Pensions
Education
UC Berkeley 2005 — 2008
Certified Financial Planner Designation, Certified Financial Planning Program
University of Florida 1993 — 1997
Bachelor of Science, Psychology
Integra Funding Solutions, LLC December 2011 - Present
Premium Bridge December 2011 - Present
Brinker International March 2005 - January 2012
LGM Finance Companies April 2011 - December 2011
RidgeAire, Inc June 2008 - September 2011
AXA Financial Advisors May 2011 - July 2011
Skills
Excel, Microsoft Office, Accounts Payable, Customer Service, Financial Analysis, Accounting, Finance, Event Planning, Accounts Receivable, Forecasting, Financial Reporting, Microsoft Word, Account Reconciliation, PowerPoint, Sales, Marketing, Customer Satisfaction, Time Management, Social Media, Strategic Financial..., Outlook, Spreadsheets, Recruiting, QuickBooks, Data Entry, Management, Microsoft Excel, Leadership, New Business Development, Business Analysis, Budgets
Education
The University of Texas at Arlington 2010 — 2011
Bachelor, Business Administration; Finance
Grayson County College 2007 — 2009
Associates of Science, Business Administration
Goldman Sachs October 2014 - Present
Goldman Sachs January 2014 - October 2014
Goldman Sachs July 2012 - January 2014
Goldman Sachs May 2011 - August 2011
Walt Disney World June 2010 - January 2011
AXA Financial Advisors January 2010 - May 2010
Florida Medical Sales Inc July 2008 - May 2009
Skills
Credit Risk, Financial Risk, Finance, Derivatives, Forecasting, SAP, Analysis, Microsoft Excel, Accounting, Access, Auditing, Trading, Securities, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of Florida - Warrington College of Business Administration 2009 — 2012
Bachelor of Science in Business Administration, Finance, Information Systems and Operations Management
Daytona State College 2007 — 2009
Associate in Arts, Finance
Realty USA June 2013 - Present
AXA Financial Advisors April 2010 - April 2012
MetLife May 2007 - April 2011
Hunt Real Estate ERA May 1998 - May 2001
University at Buffalo 1998 - 2000
Skills
Employee Relations, Career Development, Onboarding, Talent Acquisition, Leadership Development, Coaching, Technical Recruiting, Succession Planning, Career Counseling, Leadership, Team Building, Training, Applicant Tracking..., Staff Development, Performance Management, Customer Service, Marketing, Management, Employee Engagement, College Recruiting, Employee Benefits, Internet Recruiting, Non-profit Program..., Recruiting, Public Relations, Real Estate Transactions, Financial Recruiting
Education
Niagara Wheatfield High School
State University of New York College at Buffalo
B.A., English
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management December 1998 - May 2014
AXA Financial Advisors December 1996 - December 1998
Skills
401K Rollovers, Asset Allocation, Business Owner Planning, Deferred Compensation..., Insurance, Investment Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory, Fixed Annuities, 401k Rollovers, Series 7, Strategic Financial..., Finance, Series 63, Financial Services
Education
The University of Memphis
Bachelor of Business Administration-Finance