Axial Financial Group

Description

Address: 5 Burlington Woods Dr #102, Burlington, MA 01803 Phone: (781) 273-1400: : Website: : : Hours: Place name: Category: : : Website: http://www.axialco.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Axial Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Axial Financial Group Employees

Employee
Years
Job
Industry
Christina Gagnon Christina Gagnon San Francisco Bay Area Details
Christina Gagnon's Axial Financial Group Experience September 2007 - June 2009
Job Finance Specialist at Stanford University
Industry Higher Education
Experience
Stanford University  June 2014 - Present
Tufts University School of Dental Medicine  June 2013 - June 2014
Tufts University School of Dental Medicine  May 2012 - May 2013
Tufts University School of Dental Medicine  July 2009 - April 2012
Axial Financial Group   September 2007 - June 2009

Skills
Operating Budgets, Forecasting, Financial Analysis, Financial Reporting, Roster Management, Microsoft Excel, PeopleSoft, Dentrix, Account Reconciliation, Analysis, Budgets, Accounting, Training, Finance

Education
Merrimack College   2005 — 2009
BS, Business, Accounting

Daniel Sparta, CFP® Daniel Sparta, CFP® Greater Boston Area Details
Daniel Sparta, CFP®'s Axial Financial Group Experience August 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Axial Financial Group
Industry Financial Services
Experience
Axial Financial Group   August 2013 - Present

Education
Merrimack College

University of Denver   2000 — 2004
BSBA

John Cabot University   2004 — 2004

Deering High School   1997 — 2000

Ksenia Kordonsky Ksenia Kordonsky Montreal, Canada Area Details
Ksenia Kordonsky's Axial Financial Group Experience June 2006 - June 2007
Job PhD Student at HEC Montreal
Industry Higher Education
Experience
HEC Montréal  November 2013 - Present
HEC Montréal  January 2014 - May 2014
McGill University  January 2012 - December 2012
McGill University  September 2010 - May 2012
Walker Parking Consultants  July 2007 - May 2010
Axial Financial Group   June 2006 - June 2007
The Beacon Hill Institute  January 2007 - May 2007

Skills
Microsoft Office, PowerPoint, Research, Public Speaking, Statistics, Stata, Writing, Problem Solving, Economics, Data Analysis, LaTeX, Pajek, Project Management, Microsoft Excel, Business Analysis, Microsoft Word, Qualitative Research, French, Proposal Writing, Matlab, Econometrics, Strategic Planning, SPSS, Outlook, Teaching, Analysis, Microeconomics

Education
HEC Montréal   2012 — 2017
Doctor of Philosophy (Ph.D.), International Business

McGill University   2010 — 2012
Master of Arts (M.A.), Economics

Suffolk University   2003 — 2007
Bachelor of Science (B.S.), Economics, Summa Cum Laude

Michael Marchese, CFP®, CPA Michael Marchese, CFP®, CPA Greater Boston Area Details
Michael Marchese, CFP®, CPA's Axial Financial Group Experience March 2006 - Present
Job Managing Principal, Director of Wealth Management at Axial Financial Group
Industry Financial Services
Experience
Axial Financial Group   March 2006 - Present
Smith Barney  September 1999 - February 2006

Skills
Retirement Planning

Education
Merrimack College

Carla Grieco Carla Grieco Revere, Massachusetts Details
Carla Grieco's Axial Financial Group Experience September 2013 - July 2015
Job Program Coordinator, Graduate Programs at MGH Institute of Health Professions
Industry Financial Services
Experience
MGH Institute of Health Professions  July 2015 - Present
Axial Financial Group   September 2013 - July 2015
Axial Financial Group   March 2013 - August 2013
Merrimack College  September 2012 - June 2013
Barnes & Noble  December 2009 - May 2013
City of Revere  July 2005 - March 2013

Skills
PowerPoint, Microsoft Office, Facebook, Project Management, Microsoft Word, Microsoft Excel, Outlook, Social Media, Event Planning, Strategic Planning, Social Networking, Time Management, Management, Customer Service, Leadership, Customer Satisfaction, Research, Retail, Data Entry, Teamwork, Word, Excel, Photoshop, Inventory Management, Social Media Marketing, Adobe Creative Suite, Customer Relations, Advertising, Accounts Receivable, Payroll, Problem Solving, Event Management, Marketing, Team Leadership, Statistical Data..., Data Analysis

Education
Merrimack College   2012 — 2013
Master of Science (M.S.), Management

Merrimack College   2008 — 2012
BS, Italian Studies Major with a Minor in Chemistry & Mathematics

Molly Lyons Molly Lyons West Townsend, Massachusetts Details
Molly Lyons's Axial Financial Group Experience June 2015 - Present
Job Recent graduate of the Isenberg School of Management from the Commonwealth Honors College at UMass Amherst
Industry Financial Services
Experience
Axial Financial Group   June 2015 - Present
Axial Financial Group   May 2014 - September 2014
Summer Sitters   June 2013 - September 2014
Chatham Bars Inn  May 2013 - September 2014
Bank of America Merrill Lynch  December 2012 - February 2013

Skills
Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Customer Service, Social Media, PowerPoint

Education
University of Massachusetts, Amherst   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

North Middlesex Regional High School   2007 — 2011

Joe Burnham Joe Burnham Woburn, Massachusetts Details
Joe Burnham's Axial Financial Group Experience June 2014 - August 2014
Job Property & Casualty Consultant
Industry Insurance
Experience
Brown & Brown  June 2015 - Present
Axial Financial Group   June 2014 - August 2014

Skills
Property & Casualty..., Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, English, Facebook, Event Planning, Java, HTML

Education
Merrimack College   2011 — 2015
Bachelor of Science in Business Administartion (BSBA), Management

Woburn Memorial High School   2008 — 2011

Christina Donahue Christina Donahue Greater Boston Area Details
Christina Donahue's Axial Financial Group Experience September 2014 - May 2015
Job Accounting Assistant at Scully Signal Company
Industry Accounting
Experience
Scully Signal Company  September 2015 - Present
BAE Systems  May 2015 - August 2015
Axial Financial Group   September 2014 - May 2015
Scully Signal Company  January 2014 - September 2014
Rockland Trust  July 2011 - May 2014
Wilson Farm  August 2010 - August 2011

Skills
Customer Service, Banking, Time Management, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Oracle, Leadership, Research, Social Media, Accounts Payable, Accounts Receivable, Syteline ERP, Government Contracting, Project Finance

Education
Merrimack College   2012 — 2016
Prospective Finance & Accounting Major

Woburn High School   2008 — 2012

Jennifer Rodriguez Jennifer Rodriguez Lynn, Massachusetts Details
Jennifer Rodriguez's Axial Financial Group Experience October 2013 - May 2014
Job Resource Specialist at Eliassen Group
Industry Staffing and Recruiting
Experience
Eliassen Group  January 2015 - Present
Eliassen Group  June 2014 - January 2015
Axial Financial Group   October 2013 - May 2014
Burlington Coat Factory  October 2009 - January 2014
Office of Congresswoman Niki Tsongas  October 2011 - April 2012

Skills
Microsoft Word, Microsoft Excel, Microsoft Powepoint, Customer Service, Bilingual, Highly responsible, Social Networking, CRM databases, Time Management, Teamwork, Organization, Leadership, Presentations, Research, Written & Verbal..., CRM, Management, Microsoft Office, PowerPoint, Recruiting, Vendor Management

Education
Merrimack College   2010 — 2014
Bachelor of Business Administration (BBA), International Business and Management

M Zachary Pettingill M Zachary Pettingill Scarborough, Maine Details
M Zachary Pettingill's Axial Financial Group Experience September 2015 - Present
Job Intern at Axial Financial Group
Industry Insurance
Experience
Axial Financial Group   September 2015 - Present
Foy Insurance  June 2015 - August 2015
Patrons Oxford Insurance Company   May 2014 - August 2014
WEX Inc.  2013 - 2013

Skills
Sales, Marketing, Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Social Media

Education
Endicott College   2012 — 2016

Bridgton Academy   2011 — 2012
Post Graduate, Post Graduate

Ryan Rivard Ryan Rivard Chelmsford, Massachusetts Details
Ryan Rivard's Axial Financial Group Experience January 2013 - June 2013
Job Service Coordinator at Instrumentation Laboratory
Industry Medical Devices
Experience
Instrumentation Laboratory  June 2013 - Present
Axial Financial Group   January 2013 - June 2013
Merrimack College  2009 - May 2013
Instrumentation Laboratory  May 2012 - August 2012

Skills
Microsoft Office, PowerPoint, Microsoft Word, Bloomberg Terminal, Microsoft Excel, SAP, Lotus Notes, Social Media, Social Networking, Public Speaking

Education
Merrimack College   2009 — 2013
Bachelor of Science (B.S.), Finance

Peter Milinazzo Peter Milinazzo Boston, Massachusetts Details
Peter Milinazzo's Axial Financial Group Experience May 2012 - January 2013
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  April 2015 - Present
Eaton Vance  June 2014 - April 2015
Signiant  June 2013 - November 2013
Axial Financial Group   May 2012 - January 2013
Anheuser-Busch  May 2011 - May 2012

Skills
Microsoft Office, Microsoft CRM, Marketo, Salesforce.com, Hoovers, QuickBooks, Fidelity, Adobe, Social Media, Creativity, Public Speaking, Team Leadership, Teamwork, Team Building, Time Management, Sales, Marketing Research, Business Decision Making, Advertising, Sales Finance, Marketing Communications, Market Research, Marketing, Newsletters, Social Networking, Microsoft Excel, Email Marketing, Customer Service

Education
Merrimack College   2010 — 2014

American University of Rome   2013 — 2013
Marketing

Burlington High School, Burlington MA   2006 — 2010

Peter Lawler, AIF®, CRPS® Peter Lawler, AIF®, CRPS® Greater Boston Area Details
Peter Lawler, AIF®, CRPS®'s Axial Financial Group Experience March 2006 - Present
Job Principal, at Axial Benefits Group
Industry Financial Services
Experience
Axial Benefits Group   November 2008 - Present
Axial Financial Group   March 2006 - Present
Morgan Stanley Smith Barney  September 1999 - February 2006

Skills
Wealth Management, Series 7, Retirement Planning, Securities, Investments, Retirement

Education
Temple University

Richard Snelley, CFP® Richard Snelley, CFP® Greater Boston Area Details
Richard Snelley, CFP®'s Axial Financial Group Experience Financial ConsultantSmith BarneyJune 1998 - February 2006
Job Client Portfolio Manager at Axial Financial Group
Industry Financial Services
Experience
Axial Financial Group   Financial ConsultantSmith BarneyJune 1998 - February 2006
US Navy  September 1990 - July 1994

Education
Bentley College
Finance

Andrew Sylvia Andrew Sylvia Billerica, Massachusetts Details
Andrew Sylvia's Axial Financial Group Experience October 2014 - Present
Job Student at Merrimack College
Industry Financial Services
Experience
Axial Financial Group   October 2014 - Present
Spindler-Sylvia financial lol   1994 - 2015

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
Merrimack College   2012 — 2016
Bachelor of Science (B.S.), Finance and Economics