AXA Company
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Salaries. You can even request information on how much does AXA pay if you want to. Learn about salaries, pros and cons of working for AXA directly from the past employees.
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AXA Employees
AXA August 2015 - Present
AXA June 2015 - Present
Sullivan's Steakhouse March 2014 - March 2015
KUT Public Media January 2013 - January 2014
Kobe Japanese Steakhouse August 2013 - December 2013
Skills
Microsoft Office, Customer Service
Education
The University of Texas at Austin 2010 — 2015
Bachelor of Arts (B.A.), Economics
Questar Capital September 2012 - Present
CHA Financial July 2003 - Present
AXA July 2003 - December 2011
AT&T August 1999 - May 2003
IBM August 1974 - October 1977
Skills
Insurance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Health Insurance, Brokers, Strategic Planning, Program Management, Cross-functional Team..., Whole Life, Annuity Sales
Education
University of Illinois at Urbana-Champaign 1968 — 1974
Doctor of Philosophy (PhD), Computer Science
The Chinese University of Hong Kong 1964 — 1968
Bachelor of Science (BS), Mathematics
Contravest Inc December 2014 - Present
Platinum Investment Corporation (China) November 2014 - Present
Glory Real Estate (China) July 2013 - May 2014
DTZ February 2013 - March 2013
AXA August 2012 - August 2012
Education
University of Florida 2014 — 2015
Master of Science (M.S.), Real Estate
Wuhan University 2009 — 2013
Bachelor's degree, Public Economics & Social Security
The University of Hong Kong 2012 — 2012
Business Immersion Program, School of Business
IT/IQ Tech Recruiters August 2015 - Present
WPCG January 2014 - August 2015
Experience Education Internship Providers Inc June 2013 - October 2013
Experience Education Internship Providers Inc January 2012 - May 2013
Experience Education Internship Providers Inc April 2011 - December 2011
AXA January 2010 - July 2010
Kraft Foods Group June 2008 - December 2008
Kraft Foods Group January 2008 - May 2008
Adecco Group June 2007 - August 2007
Education
Audencia Business School 2006 — 2010
Master in Management
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2009 — 2009
Lycée Michel Montaigne, Bordeaux 2004 — 2006
Preparatory classes for the competitive entrance to French Business Schools
AXA June 2015 - Present
Two Creeks Swim Team June 2015 - Present
Phi Sigma Chi Fraternity September 2014 - Present
Swim Spitz May 2012 - Present
Boar's Head Brand 2012 - May 2014
Wichita Swim Club March 2013 - August 2013
Skills
Web Design, Photoshop Elements, Photoshop, Swimming, Coaching, Sports Coaching, Communication, Microsoft Office, Swim Lessons, Editing, Leadership
Education
Trinity University 2013 — 2017
Bachelor's Degree, Business Administration and Management, General, Sophomore
Morningstar October 2005 - Present
Morningstar May 2005 - October 2005
Morningstar April 2004 - May 2005
JPMorgan Chase October 2003 - April 2004
AXA January 2003 - October 2003
Skills
Analysis, Data Analysis, Management, Team Management, Operations Management, Customer Service, Customer Experience, Customer Oriented, Customer Support, Data Warehousing, Data Management, Team Leadership, Team Building, Teamwork, Team-oriented, Dependable Team Player, Dedicated Professional, Deductive Reasoning, Logical Thinker, Creative Problem Solving, Root Cause Problem..., Business Process..., Derivatives, Commodity Markets, Commodity Pricing, Quality Auditing, Quality Assurance, SQL, Basics of Unix, Outlook, Salesforce.com, Microsoft Office, Cycle Time Reduction
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Elsik High School 1994 — 1998
High School Diploma, Houston, TX
AXA March 2014 - Present
adaptive.me October 2013 - February 2014
GFT June 2012 - February 2014
CoRegistros, S.L. February 2012 - June 2012
BNP Paribas January 2011 - December 2011
BNP Paribas October 2010 - December 2010
EADS Astrium March 2010 - September 2010
France Telecom February 2008 - June 2009
Wifirst January 2009 - March 2009
Ceric Australia June 2008 - September 2008
Skills
Telecommunications, IT, Business Strategy, Market Analysis, Project Coordination, Innovation, Web Analytics, Data Analysis, Project Execution, Social Media, Social Media Marketing, Analytics, Online Marketing, SEO (Search Engine..., Dreamweaver CS3..., Photoshop, E-mail marketing, Google Analytics, Affiliate marketing, Google Adwords, Lead Generation, Online Advertising, Google Apps, Scripting, PHP, Strategy, Start-ups, Business Development, Market Research, Digital Strategy, General Insurance, Intercultural..., Positive Team Player, Technology, Project Management, Mobile Devices, Marketing, E-commerce
Education
Stanford Business School 2011 — 2011
Continuing Studies, Business Strategy, Innovation Management, A
Universidad Politécnica de Madrid 2009 — 2010
2010, Telecommunication
TELECOM SudParis 2007 — 2010
2010, Telecommunication
MSCI Inc. September 2014 - Present
MSCI Inc. January 2006 - August 2014
Misys/Almonde July 2004 - December 2005
AXA January 1999 - June 2004
Start-Up July 1997 - December 1998
Bankers Trust Company July 1994 - June 1997
AMERICAN EXPRESS May 1993 - June 1994
Danone Group September 1987 - May 1992
Skills
Marketing Strategy, Marketing, Strategic Partnerships, Business Strategy, Relationship Marketing, Cross-functional Team..., Marketing Communications, Financial Services, Business Development, Management, Entrepreneurship, Digital Marketing, Brand Development, Global Management, Strategic Planning, Cross-cultural, Equities, Risk Management, Global Strategy, Global Marketing, International Marketing, Brand Developement, Online Advertising, E-business, Internet Strategy, Business Turnaround, Indexing
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance & International Business
IEP Paris 1985 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
University of Nancy, France 1982 — 1985
Bachelor of Laws (LL.B.), Public Law
Fusion Worldwide June 2015 - Present
Power Home Remodeling Group February 2013 - June 2015
AXA November 2011 - February 2013
AXA December 2010 - November 2011
AXA December 2008 - December 2010
AXA January 2008 - December 2008
Skills
Customer Service, Salesforce.com, Account Management, Marketing
Education
Le Moyne College 2008 — 2012
MBA, Business
State University of New York College at Buffalo 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
MSO of Puerto Rico, Inc. October 2011 - Present
Humana January 2006 - October 2011
AXA January 2000 - December 2005
Skills
Business Analysis, Forecasting, Problem Solving, Data Analysis, Leadership, Customer Service, Visio, Call Centers, Insurance, Medicare, Healthcare, Process Improvement, Cross-functional Team..., Strategic Planning, Managed Care, Management, Strategy, Team Building, Health Insurance
Education
Interamerican University 2008 — 2010
Master, Finance, 3.40
Universidad del Sagrado Corazón 2000 — 2005
Bachelor's degree, Marketing, 3.30
AXA June 2014 - Present
AXA Advisors January 2014 - May 2014
Society for Ecological Restoration March 2013 - December 2013
Comptoir des Cotonniers June 2012 - March 2013
White House Correspondence Office September 2012 - December 2012
Hermes of Paris May 2012 - August 2012
Skills
Public Relations, Fashion, Social Media, Press Releases, Visual Merchandising, Event Management, Marketing Communications, Merchandising, Social Media Marketing, Styling, Event Planning, Marketing, Retail, Spanish
Education
The George Washington University 2010 — 2014
International Relations and Affairs
Olsen and Partners, CPA January 2010 - January 2015
AXA 2012 - 2014
W.E.L. Enterprise, Inc. 2006 - December 2009
Century 21 Hartford Properties June 2003 - August 2006
Skills
Customer Satisfaction, Tax Preparation, Customer Service, Financial Analysis, Small Business
Education
Santa Clara University - Leavey School of Business 2009 — 2010
CAAP, Accounting
University of California, Santa Cruz 2002 — 2006
BA, Business Management Economics/Legal Studies
Hebrew Academy of San Francisco 1999 — 2002
High School Diploma
VEECO/VITALITY November 2013 - Present
AX Armani Exchange September 2014 - January 2015
Aegis USA Inc September 2013 - 2013
AXA January 2012 - 2012
Brooks Brothers 2011 - 2012
CNBC 2011 - 2012
Skills
Research, Public Speaking, Data Analysis, Public Health, Policy, Nonprofits, Fundraising, Community Development, Strategic Planning, Hematology, Dermatology, Medical Terminology, Medical Devices, Hospitality, Customer Satisfaction, Laboratory Skills, Warehousing, Sales, Customer Service, Microsoft Word, PowerPoint, Training, Recruiting, Team Building, Microsoft Excel, Leadership, Microsoft Office
Education
Saint Peter's University 2012 — 2014
Current, Public Policy
The Cittone Institute 2003 — 2004
Certification, Medical/Clinical Assistant
Mu Sigma June 2012 - Present
University at Buffalo January 2011 - May 2012
University at Buffalo MBA July 2011 - January 2012
Fisher-Price September 2011 - December 2011
Fisher-Price May 2011 - August 2011
AXA January 2010 - July 2010
The Nielsen Company January 2008 - July 2009
Vinergy International June 2007 - January 2008
Skills
Analytics, Data Modeling, Microsoft Excel, PowerPoint, Analysis, Business Analysis, SAS, SPSS, Leadership, Management, Predictive Modeling, R, Data Collection, Statistics, Statistical Modeling, Project Management, Access, Business Intelligence, Quantitative Analytics, Competitive Analysis, VBA
Education
State University of New York at Buffalo - School of Management 2010 — 2012
MBA, Marketing & Finance
University of Mumbai 2010 — 2012
Master of Commerce, Business Studies
Deloitte June 2015 - August 2015
AXA GROUP March 2014 - July 2014
AXA Group March 2012 - July 2014
AXA October 2010 - March 2012
AXA Seguros México October 2008 - October 2011
Aguilar Portilla y Asociados October 2007 - October 2008
Actinver Casa de Bolsa September 2006 - May 2007
Skills
Business Strategy, Strategic Planning, Marketing Strategy, Team Leadership, Business Planning, Insurance, Spanish, Management Consulting, Business Intelligence, English, Marketing Effectiveness, Advertising ROI, Development of..., Strategic Thinking, Project Management, Econometric Modeling, Online Media Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Business Administration, Business/Managerial Economics
Universidad de Barcelona 2006 — 2006
Bachelor of Business Administration (BBA), Business/Managerial Economics
Confidential July 2013 - Present
Northrop Grumman Corporation February 2013 - June 2013
AXA November 2011 - January 2013
AXA November 2009 - November 2011
Nortel January 2008 - September 2009
Skills
Java Enterprise Edition, SOA, Agile Methodologies, UML, Web Services, XML, Eclipse, Java, Microsoft SQL Server, .NET, SQL, Software Development, Scrum, C#, Enterprise Architecture, jQuery, CSS, Spring, JSON, AJAX
Education
Universidad del Valle de México 2007 — 2009
Master in Science, Systems Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2006
Bachelor of Science (B.S.), Engineering in Electronic Systems
BlackRock June 2015 - Present
Bloomberg LP April 2014 - June 2015
Bloomberg LP October 2012 - April 2014
Eze Software Group June 2012 - October 2012
AXA May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Equities, Microsoft Office, Bloomberg Terminal, Fixed Income, Financial Markets, Portfolio Management, Financial Analysis, Valuation, Equity Derivatives, Sales, Analytics, Hedge Funds, Investments, PowerPoint, Social Media, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
AXA July 2015 - Present
AXA October 2013 - July 2015
IMD business school November 2013 - April 2014
Cedep/ INSEAD October 2012 - October 2013
Digital University (Omnicom Group, Inc.) September 2011 - October 2013
Razorfish June 2010 - July 2011
Duke / Razorfish September 2002 - May 2010
Sciences Po Paris May 2008 - April 2010
CELSA (University Paris IV-La Sorbonne) May 2005 - May 2007
Sciences Po Paris September 2001 - May 2004
Skills
Digital Strategy, Digital Marketing, Strategy, E-commerce, Online Advertising, Online Marketing, Social Media, Digital Media, Marketing, Management, Advertising, Market Research, Entrepreneurship, Leadership, Mobile Marketing, Brand Management, Teaching, Strategic Planning, Creative Strategy, B2B, Brand Development, Strategic Communications, Marketing Research, Start-ups, Retail, Customer Insight, Innovation Management, Corporate Communications, Start-up, Innovation Development, Interactive Marketing
Education
Sciences Po 1994 — 1996
DESS, Marketing Strategies & Market Research
CELSA (Université Paris IV - La Sorbonne) 1990 — 1993
Magistère, Communication
University Paris II-Assas 1988 — 1990
DEUG, Law
Singularity University
Singularity University
Scottrade February 2015 - Present
TD Ameritrade May 2013 - September 2014
ETF Managed Portfolio Provider September 2012 - May 2013
Direxion Funds January 2009 - September 2012
Direxion Funds July 2006 - January 2009
Legend Equities Corporation May 2005 - July 2006
AXA May 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, ETFs, Strategic Financial..., Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Series 65, Financial Services
Education
State University of New York College at Cortland 1999 — 2002
Bachelor of Science, Economics
AXA August 2005 - Present
BNY Mellon December 2003 - July 2005
National Grid November 1998 - December 2003
Keane, Inc. October 1994 - November 1998
Carrier Corporation August 1984 - September 1994
Skills
Endeavor, SPUFI, TSO, SDLC, VSAM, PVCS, CICS, JCL, User Acceptance Testing, Mainframe, COBOL, Quality Center, Production Support, Waterfall, Toad, Requirements Gathering, Business Requirements, DB2, IBM Mainframe, SQR, Quality Assurance, Business Analysis
Education
State University of New York at Oswego 1980 — 1984
Bachelor of Arts, Computer Science
Verizon Telematics, Inc. June 2014 - Present
BrightHouse January 2013 - December 2013
Aviva October 2011 - November 2012
AXA June 2010 - July 2011
Skills
Business Analysis, Project Management, Risk Management, Stakeholder Management, Project Planning, Marketing Strategy, Business Communications, Negotiation, CRM, Analytical Skills, Project Portfolio..., MS Project, Document Management, Document Review
Education
The University of Hull 2001 — 2004
Bachelor's degree, Business Management and Information Systems
AXA October 2011 - Present
World Dance Festival August 2011 - October 2011
East Side Consulting June 2011 - October 2011
National Development Agency March 2008 - March 2011
Hungarian LEADER Centre August 2006 - December 2007
Pro Regio Central Hungarian Regional Development Agency June 2005 - August 2006
Szent Istvan University 1999 - 2005
Skills
Event Organizer, Translation, Corporate Communications, Public Relations, Internal Communications, Event Management, Social Media, Strategic Communications, English, Marketing Communications, Project Management, Editing, Press Releases, Online Advertising, Crisis Communications, Social Media Marketing, Microsoft Office, Project Coordination, Reputation Management, Corporate Social..., Strategic Planning, Blogging, Teamwork, Training, International Relations, Media Relations
Education
Budapest Communication and Business College 2010 — 2012
BSc, spokesman and communication leader
Szent István Egyetem 2000 — 2005
MSc, specialist translation in English (specialized in agriculture and rural development)
Szent István Egyetem 1999 — 2005
MSc, landscape management (specialized in environmental protection)
Professional Agricultural University (CAH in Dronten, the Netherlands) 2003 — 2004
BSc, international rural innovation and development (INRID)
Babits Mihály Gimnázium (High School) 1991 — 1999
graduation
GetPhound September 2013 - Present
Creative Financial Group September 2012 - September 2013
Creative Financial Group June 2011 - May 2012
AXA March 2011 - January 2012
College Works Painting March 2009 - September 2009
The EFT Group Personal Training June 2008 - March 2009
Skills
Series 7, Series 66, Life & Health Insurance..., Sales Prospecting, Microsoft Excel, Microsoft Word, Quicken, Digital Marketing, SEO, Entrepreneurship, Small Business, Social Networking, Sales, Facebook, Retirement, Securities, Life Insurance, Social Media, PowerPoint, Marketing, Research, Microsoft Office
Education
Temple University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
HBO September 2014 - Present
AXA March 2014 - August 2014
HBO July 2013 - January 2014
Time Warner Cable September 2009 - June 2012
WeightWatchers.com 2003 - 2009
Synovate 2001 - 2003
Fulcrum Analytics 1999 - 2001
Skills
Focus Groups, Segmentation, Quantitative Research, Consumer Insight, Customer Insight, Marketing Research, Competitive Analysis, Customer Satisfaction, Consumer Behaviour, Ethnography, Product Development, Brand Awareness, Usabilities, Multicultural Research, Cross-Platform Research, Management, Qualitative Research, Analysis, Market Research, Strategy, Marketing Strategy
Education
University of Pennsylvania 1997 — 1999
M.A., Communication Research
Tufts University 1992 — 1996
B.A., Psychology
American Express December 2012 - Present
Sapient June 2012 - December 2012
BP June 2012 - November 2012
HCL Technologies October 2007 - June 2012
AEGON Nederland January 2012 - May 2012
AMP August 2011 - December 2011
AXA March 2010 - July 2011
Skandia September 2008 - February 2010
Skills
Thunderhead, XML, Java, Requirements Analysis, JavaScript, Business Process..., Software Project..., Integration, User Acceptance Testing, SDLC, Solution Architecture, SQL, Enterprise Software, Analysis, Requirements Gathering, Agile Methodologies, SOA, Test Strategy, Test Planning, Agile Project Management, Project Delivery, Business Intelligence, Enterprise Architecture, Consulting, Management, Java Enterprise Edition, Web Services, Business Analysis, Testing
Education
BPUT University,Odisha 2001 — 2005
Bachelor's degree, Electronics
Sambalpur University 1998 — 2000
+2 Science, PCM
MGM School 1988 — 1998
AXA May 2013 - Present
AXA July 2011 - May 2013
AXA February 2007 - July 2011
Ameriprise Financial January 2005 - December 2006
Pre-school Learning Alliance May 2003 - July 2003
Skills
Presentational Speaking, Project Management, Variable Annuities, Mutual Funds, Motivational Speaking, Management, Training, Executive-Level..., Finance, Call Center..., Marketing, Strategic Financial..., Customer Service..., Fixed Annuities, Series 6, Series 63
Education
Syracuse University 2000 — 2004
Bachelor of Science, Finance and Marketing Management
AXA June 2014 - Present
Tops Markets August 2006 - June 2014
SUNY Oneonta August 2010 - December 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Office, Microsoft Access, OS X, Mobile Phone Apps
Education
SUNY Oneonta 2008 — 2011
Bachelor's degree, Biochemistry, 3.5
SmartStream Technologies June 2001 - Present
AXA March 1995 - June 2001
Education
Technische Universität Wien 1989 — 1994
Finance and Insurance Mathematics
www.skinalize.com 2014 - Present
Eurêka! Experts December 2011 - Present
Banque Nationale January 2012 - November 2013
National Bank of Canada March 2009 - January 2012
Ultramar April 2008 - March 2009
CGI Inc March 2007 - May 2008
Alloga January 2005 - April 2007
Dendrite July 2001 - December 2004
AXA August 1996 - July 2001
Bouygues Telecom March 1994 - August 1996
Education
SUPINFO - The International Institute of Information Technology 1987 — 1992
Master, Information Technologies
Colliers International May 2015 - Present
CASE Commercial Real Estate Partners June 2012 - April 2015
Dale Property Services 2009 - 2012
AXA January 2008 - December 2009
Christ Presbyterian Church May 2004 - August 2004
Skills
Leases, Fundraising, Commercial Real Estate, Sales, Strategic Financial..., Leadership, Negotiation, Retirement Planning, Real Estate, Strategic Planning, PowerPoint, Tenant Representation, Brokerage, Microsoft Office, Disposition, Contract Negotiation, Lease Negotiations, Finance, Due Diligence, Real Estate Transactions, Dispositions, Financial Planning
Education
Texas Christian University 2003 — 2007
Advertising/ Public Relations, School of Journalism
EHS
SMPR TITLE June 2015 - Present
Leadership Tech Valley Steering Committee 2009 - Present
Capital Intermediary LLC 2006 - Present
SMPR Title Agency, Inc. January 2006 - May 2015
Leadership Tech Valley Steering Committee - Alumni Team July 2013 - 2013
New Choices Recovery Center 2010 - 2013
AXA 2008 - 2013
Albany Law School 2007 - 2012
Leadership Tech Valley 2008 - 2009
Martin Shudt Law Firm June 2003 - May 2004
Skills
Title Insurance, Residential Real Estate..., Commercial Real Estate..., Contract Negotiation, IRC 1031 Exchanges, Real Estate Transactions, Investment Properties, 1031 Exchanges, Real Estate, Sellers, Commercial Real Estate, Mortgage Lending, Selling, Leadership, Sales, Condos, Small Business, Property Management, First Time Home Buyers
Education
Albany Law School 2002 — 2005
JD
Siena College 1998 — 2002
BA, Political Science
State Farm Insurance July 2012 - Present
Banamex (Nasoft Consultant) January 2011 - July 2012
Sodexo Motivation Solutions April 2010 - January 2011
MetLife December 2008 - April 2010
AXA July 2005 - December 2008
L'Oréal August 2004 - November 2004
Skills
Microsoft SQL Server, PMI, Business Intelligence, CMMI, Business Process, Visual Basic, IT Service Management, PMP, Information Technology, Spanish, Oracle, IT Management, Business Analysis, Team Leadership, Data Warehousing, ITIL, COBIT, Team Management, Cross-functional Team..., Team Building, IT Solutions, IT Outsourcing, Project Management, Metodologías Agile y..., Scrum, Metodologías ágiles
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2010
M. in Information Technology Management, IT, Project Management, Procurement, Administration
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2004
B.S. Computer Systems for Management, IT, Administration, Economics, Project Management
Aegis International August 2014 - Present
Founders Financial, Inc. February 2012 - August 2014
AXA December 2009 - November 2011
AXA 2005 - 2011
AXA Australia November 2002 - 2005
AXA Australia 2002 - 2005
Q2S February 1996 - October 2002
Heine Funds Management 1994 - 1996
Sealcorp/ASGARD 1989 - 1994
Skills
Protected Retirement..., Change Leadership, Coaching and Mentoring..., Financial Services, Business, Marketing Strategy, Mutual Funds, Pensions, Insurance, Stakeholder Management, Wealth Management, Superannuation, Business Transformation, Business Case, Project Delivery, Life Insurance, Financial Risk, Governance, Strategic Financial..., Customer Experience, Business Process..., Investments, Portfolio Management, Change Management, Coaching, Risk Management, Business Strategy, New Business Development, Business Planning, Leadership, Management, Executive Management, Training, Sales Management, Relationship Management, Strategy, Small Business, Sales, Marketing, Sales Process, Retirement Planning, Wealth, Retirement, Income Protection, Employee Benefits, Financial Advisory, Investment Strategies, Investment Advisory, Asset Management, Asset Allocation
Education
Towson University 1983 — 1987
Bachelor of Science, Marketing Communications and Speech
University of South Australia 1989 — 1990
Masters, Business Admin
Kaplan Training 2011 — 2011
Understanding Derivatives, Investment Management
University of Technology, Sydney 2009 — 2009
Marketing Statistics Short Course, Marketing
Werkzeugmaschinenlabor, WZL der RWTH Aachen June 2015 - September 2015
Lufthansa Technik AG April 2014 - June 2014
Lufthansa Technik AG September 2013 - March 2014
Institute for Machine Elements and Machine Design, IME, RWTH Aachen University August 2012 - August 2013
Eisenwerk Brühl GmbH March 2013 - April 2013
Kölner Verkehrs-Betriebe AG July 2010 - September 2010
AXA January 2007 - January 2007
Skills
Engineering, Aircraft Maintenance, Shop Floor Management, Lean Management, 5S, Lean Maintenance, Project Management, Analytical Skills, Microsoft Word, Microsoft Excel, PowerPoint, Visio, CAD, NX, Inventor, GasTurb, Quality Management, Six Sigma, DMAIC, Minitab, Matlab, Simulink, Computer Aided Aircraft..., MICADO
Education
RWTH Aachen University 2014 — 2016
Master of Science (M.Sc.), Aeronautical Engineering and Astronautics
RWTH Aachen University 2010 — 2014
Bachelor of Science (B.Sc.), Mechanical Engineering
Universität zu Köln 2006 — 2007
Computer Programming C++
Gymnasium Rodenkirchen 2001 — 2010
Abitur, with distinction
Blackwood High School 2007 — 2007
AXA November 2006 - June 2013
AXA August 2002 - November 2006
Worldpay (Lynk Systems, Inc.) June 1999 - April 2002
Skills
Performance Management, Human Resources, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint, Employee Relations, Employee Engagement, Employee Benefits, Employee Training, Analysis, Recruiting, Ceridian, Talent Management, Onboarding, Vendor Management, HRIS, Deferred Compensation, Training, Succession Planning, Benefits Administration, Customer Service, Talent Acquisition
Education
The University of Georgia
Bachelor of Arts (B.A.), Psychology
IBM June 2014 - Present
AXA May 2014 - June 2014
AXA February 2013 - May 2014
AXA July 2011 - February 2013
AXA June 2010 - August 2010
Skills
E-commerce, Analytics, Business Analysis, Leadership, Digital Marketing, Web Applications, Web Analytics, Entrepreneurship, ICT4D, African markets, African development, Emerging Markets, Insurance, Financial Services, Cloud Computing, HTML, CSS, Ruby on Rails, Python, Coremetrics Analytics, Google Analytics, WebTrends Analytics, Google Adwords, Adsense, IBM Websphere Commerce, Bigcommerce
Education
Swarthmore College 2007 — 2011
Bachelors of Arts, Economics and Computer Science (minor)
Hisamitsu Pharmaceutical Co., Inc. June 2013 - Present
Abbott Laboratories November 2010 - April 2012
Abbott Labs May 2010 - November 2010
Farmacos Especializados February 2009 - April 2010
AXA January 2008 - January 2009
ING February 2007 - January 2008
MP Marketing Group September 2006 - January 2007
PSM Asesores May 2005 - June 2006
Skills
Pharmaceutical Industry, Business Analysis, Marketing Strategy, Trade Marketing, Marketing Management, Market Analysis, CRM, Business Strategy, Market Research, Forecasting, Strategic Planning, Market Planning, Marketing Research, Negotiation, Change Management, Marketing, Product Launch, Cross-functional Team..., Competitive Analysis, Sales Effectiveness, Product Marketing
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2010
Masters in Marketing, Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2005
Bachelor in Marketing, Marketing, Graduate with Honors
Universidad Alfonso X El Sabio 2003 — 2003
Marketing/Marketing Management, General
Particular classes
AXA April 2015 - Present
AXA October 2013 - April 2015
AXA July 2013 - October 2013
Stifel Financial Corp. May 2012 - August 2012
Primerica Financial Services May 2011 - August 2011
Skills
Microsoft Word, Power Point, Excel, Public Speaking, Word, Customer Service, Microsoft Office, Social Media, Social Media Marketing, Financial Services, Time Management, Microsoft Excel, Sales, PowerPoint, Event Planning
Education
Saint Louis University 2009 — 2013
Business Administration, Marketing and Finance
John Felice Rome Center 2011 — 2011
Study Abroad, General Studies
Goldman Sachs January 2014 - Present
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
AXA June 2009 - August 2009
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Asset Management, Fixed Income, Investments, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor's Degree, Duel Major in Finance and Management
AXA Advisors February 2011 - Present
AXA Advisors January 1999 - January 2011
AXA 1995 - 2008
AXA Advisors September 1995 - May 2000
Anco Insurance May 1992 - September 1995
Mitchell Energy Corporation June 1989 - May 1992
Education
Texas A&M University 1985 — 1989
BBA, Accounting
Breckenridge High School 1981 — 1985
HS
J.P. Morgan October 2009 - Present
JPMorgan Chase June 2009 - August 2009
AXA August 2008 - September 2008
AIG April 2008 - September 2008
Education
Syracuse University 2006 — 2010
Bachelors, Computer Science
Robert L. Stern Financial Services October 2012 - Present
Merrill Lynch July 2011 - October 2012
AXA September 2009 - June 2011
Skills
Comprehensive Wealth..., Investment Strategies, Retirement Planning, Estate Planning, College Savings Plans, Trust Services, Insurance Planning, Investment Portfolios, Budget Management, Communication, Investment Education, Stock Market Analysis, Qualified Retirement..., Tax Reduction, Financial Goals
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's, Risk Management and Insurance
eBay Inc July 2014 - Present
Hcl Technologies America Inc October 2011 - July 2014
HCL Technologies October 2009 - October 2011
Tata Consultancy Services October 2004 - October 2009
AXA 2007 - 2008
AXA 2007 - 2008
AXA US 2007 - 2008
Skills
DB2, Data Warehousing, Datastage, ETL, Oracle, Data Mining, Business Analysis, Teradata, Solution Architecture, Websphere, Informatica, PL/SQL, Unix Shell Scripting
Education
Sathyabama Institute of Science and Technology 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology, 84%
AXA June 2015 - Present
Conversion Partners May 2015 - Present
Northwestern Mutual April 2014 - April 2015
Skills
Financial Services, Financial Planning, Insurance, Long-term Care, Finance, Investments, Time Management, Microsoft Excel, Project Management, Auditing, T&E, Expense Reports, Morningstar
Education
St. John's University 2012 — 2016
Bachelor's degree, Finance, General
New Milford Highschool 2008 — 2012
AXA May 1999 - Present
AXA Equitable January 2001 - March 2004
Prudential Financial November 1997 - May 1999
Skills
Financial Services, Direct Marketing, Marketing, Insurance, Leadership, Series 6, Retirement Planning, Marketing Strategy, Microsoft Excel, Mutual Funds, Fixed Annuities, Series 63, 401k, Series 7, Marketing Communications, Life Insurance
Education
Seton Hall University
Bachelor of Arts (B.A.), Psychology
Stay at home Mom July 2013 - Present
Employer Flexible August 2011 - July 2013
SightLine Health 2011 - 2012
Chase Bank June 2010 - March 2011
Attic Productions, LLC March 2008 - May 2010
AXA October 2008 - October 2009
Skills
Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Employee Relations, Employee Benefits, Recruiting, Technical Recruiting, Internet Recruiting, Benefits Administration, College Recruiting, HRIS, Interviews, Training, Staffing Services
Education
Texas A&M University 2003 — 2007
Biomedical Science, Creativity
TD Bank Group July 2011 - Present
MultiSport Zone May 2009 - Present
Autodata Solutions June 2008 - November 2009
MCAP May 2006 - May 2008
London Life May 2001 - January 2006
TVWorks 2006 - 2006
TD Canada Trust 1996 - 2001
AXA May 1989 - July 1996
Canadian Bearings Ltd. April 1986 - May 1989
Skills
SDLC, Program Management, Management, Business Analysis, Leadership, Project Planning, IT Management, Budgets, Process Improvement, Recruiting
Education
St. Clair College 1982 — 1985
Computer Science
Jackson National Life September 2009 - Present
Advisors Asset Management February 2009 - November 2009
AXA March 2008 - December 2008
JANUS 2005 - 2008
Genworth Financial 2000 - 2005
GE 1996 - 2005
LIFE OF VIRGINIA 1996 - 2005
GENWORTH 1996 - 2005
FIRST CHICAGO 1994 - 1997
SHEARSON LEHMAN HUTTON 1990 - 1994
Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63
Education
The University of Georgia 1981 — 1984
POLITICAL SCIENCE
SAVANNAH COUNTRY DAY 1977 — 1980
Yes Barely, General Nonsense
Shenzhen Freelong Advertising Company July 2014 - September 2014
Havas Media July 2013 - September 2013
AXA January 2013 - February 2013
Skills
Interpersonal Skills, Leadership, Presentation Skills, Time Management, Blogging, Microsoft Excel
Education
University of Southern California 2015 — 2017
Communication Management, Master’s Degree
Sun Yat-Sen University 2011 — 2015
Business English, Bachelor's Degree(3.7/4.0)
English School Attached to Guangdong University of Foreign Studies 2008 — 2011
High School
Southwestern Assemblies of God University August 2015 - Present
Southwestern Assemblies of God University September 2014 - July 2015
AXA May 2014 - August 2014
Logan's Roadhouse September 2013 - April 2014
Pima County June 2012 - August 2013
Skills
Microsoft Office, Accounting, Leadership, First Aid, Cpr Certified, Data Analysis, Leadership Development, PowerPoint, Customer Service, Nonprofits
Education
Southwestern Assemblies of God University 2012 — 2015
Bachelor of Science (BS), Accounting
AXA September 2015 - Present
Nand.net Internet Services 1999 - Present
Modis November 2009 - September 2015
ShoreGroup, Inc. January 2007 - April 2009
CMP Media, Network Computing August 2001 - January 2007
Syracuse University 1998 - 2000
Syracuse University 1997 - 1999
Bethpage School District 1997 - 1998
ABC Inc., News Productions 1996 - 1997
Skills
Linux, Networking, VoIP, Security, MySQL, Active Directory, Firewalls, Virtualization, VMware, Network Security, Windows, Java, System Administration, PHP, OS X, Hardware, Technical Support
Education
Syracuse University 1997 — 2004
Bachelor of Science, Computer Science
AXA June 2015 - Present
Medex USA April 2014 - Present
Wind 2010 LLC March 2010 - Present
Oakley March 2010 - December 2010
MEDEX January 2009 - December 2009
SJTV Producciones August 2006 - December 2008
MEDEX August 2003 - August 2004
MEDEX January 2000 - July 2003
Skills
International Business, International Trade, International..., International Marketing, International Economics, International Banking..., Export-Import, Leadership, Team Building, Team Management, Team-oriented, Cross-functional Team..., Project Management, Investment Banking, International Project..., Embassies, Foreign Exchange, Foreign Currency, Currency Exchange, Latin American Business, Foreign Currency..., International Relations, Logistics, Logistics Management, International Logistics, Entrepreneurship, Professional..., Accounting, Financial Analysis, Financial Accounting, Corporate Finance, Management Of..., Spanish-English, French Cuisine, Historian, American History, World History, World Religions, Statistical Data..., Political Management, Coaching, Employee Training, Public Speaking, Motivational Speaking, Philanthropy, Teamwork, Spanish
Education
University of Miami
MBA, Business Administration and Management, General
Strayer University 2011 — 2014
Bachelor's Degree, International Business/Trade/Commerce, 3.956
Universidad Central de Venezuela 2009 — 2009
Certificate, Information Technology
Galeria Gastronomica 2006 — 2006
Associate of Arts (A.A.), Culinary Arts/Chef Training
Universidad Santa Maria 2004 — 2005
Law
AXA 2013 - 2014
Homex July 2013 - November 2013
Grupo Financiero Aserta January 2013 - May 2013
MetLife 2009 - 2012
URBI 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Liderazgo, Investigación y..., Ventas, Microsoft Word, Microsoft PowerPoint, Entrenamiento, Gestión de proyectos, Contabilidad, Administración y..., Trabajo en equipo, Servicio de atención al..., Análisis financiero, Análisis de mercados, Coaching, Negociación de contratos, Liderazgo de equipos, Gerencia de ventas
Education
Universidad Autónoma de Baja California
Licenciatura, Contabilidad
Zinc's Treasures July 2013 - Present
AXA June 1982 - March 2013
AXA Technology Services June 1982 - March 2013
MQSoftware 1990 - 2008
IBM 1982 - 2008
The MONY Group June 1982 - August 2004
Mutual of New York 1982 - 2004
Royal & SunAlliance September 1977 - December 1980
Skills
WebSphere MQ, DB2, Unix, Disaster Recovery, WebSphere Application..., SDLC, SQL, Enterprise Architecture, Solution Architecture, SOA, Architecture, IT Strategy, Middleware, Oracle, Architectures, AIX, EAI, Integration, Performance Tuning
Education
State University of New York College at Buffalo 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Fayetteville Manlius 1970 — 1973
High School Regents Diploma, General Studies
Eclaro International September 2015 - Present
AXA May 2015 - August 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Strategic Planning, Team Building, Leadership, PowerPoint, Social Media, Inventory Management, Teamwork
Education
St. Thomas Aquinas College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
IQG CAPITAL May 2015 - Present
Gotham Dream Builders January 2015 - March 2015
Yeshiva University September 2014 - January 2015
EY September 2012 - June 2013
AXA August 2012 - August 2012
AIA July 2012 - July 2012
Skills
Accounting, Oracle, Java, Matlab, PL/SQL, Microsoft Office, Leadership, Analysis, Microsoft Excel, PowerPoint, Data Analysis, Management, Finance, Microsoft Word, Research, Teamwork, Financial Analysis, Financial Modeling
Education
Yeshiva University 2014 — 2015
Master's degree, Econometrics and Quantitative Economics
Sichuan University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting(ACCA), 3.80
GF Securities August 2014 - September 2014
AXA July 2014 - August 2014
The Bank of East Asia, Limited January 2014 - February 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Prezi, Access, Team Leadership, Program Coordination, Events Organisation, Event Planning
Education
Washington University in St. Louis - Olin Business School 2015 — 2016
Finance, Master of Science in Finance
Singapore Management University 2015 — 2016
Applied Finance, Master of Science in Applied Finance
Wuhan University 2013 — 2015
Finance, Bachelor of Economics
Zhongnan University of Economics and Law 2011 — 2015
International Politics, Bachelor of Laws (LLB)(3.60)
Access Point HSA March 2015 - Present
Columbia Management Distributors January 2008 - March 2015
Fidelity Investment Institutional Services (FIIS) January 2005 - January 2008
Fidelity Institutional Investment Services (FIIS) February 2003 - January 2005
AXA Distributors 2000 - 2002
AXA 2000 - 2002
Knight Trading Group July 2000 - January 2001
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, Retirement, Financial Services, Portfolio Management, Series 63, 401k, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Series 6
Education
University of Massachusetts, Amherst 1995 — 1999
B.S., School of Public Health
The University of Queensland 1997 — 1997
Middletown 1991 — 1995
Northwestern Mutual June 2015 - Present
AXA May 2014 - August 2014
Frank Anthony’s Gourmet Italian January 2013 - January 2014
Montclair Kimberley Academy STAR May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Financial Planning, Personal Financial..., Customer Service, Research, Social Media, Teamwork, Social Networking
Education
The Catholic University of America 2012 — 2016
B.S.B.A, Finance
CORDA Investment Management, LLC December 2011 - Present
Texas State Fence and Patio August 2009 - September 2011
Capital One October 2004 - July 2009
Allen Sunrise Rotary 2006 - 2009
JPMorgan Chase September 2002 - October 2004
AXA April 2000 - September 2002
Skills
Strategic Planning, Portfolio Management, New Business Development, Client Development, Retail Banking, Investment Advisory, Consumer Lending, Finance, Customer Service, Banking, Management, Training, Business Development, Financial Analysis, Strategy, Negotiation, Insurance, Relationship Management, Investments, Building Relationships, Sales, Project Management, Risk Management, Loans, Financial Services, Credit
Education
Texas State University-San Marcos 1995 — 2000
Bachelor of Business Administration, Business Finance
AXA July 2015 - Present
Blackwell Inn May 2013 - August 2013
Skills
Mandarin, Customer Service, Cooking, PowerPoint, Excels, Microsoft Office, Teamwork, Typing, Word, Financial Accounting, Research
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Bachelor of Science in Business Administration, Accounting
Youngstown State University 2011 — 2012
AXA March 2015 - Present
Madico, Inc. June 2014 - March 2015
Madico, Inc. October 2011 - June 2014
The Hartford May 2010 - September 2011
The Hartford January 2008 - May 2010
The Hartford August 2006 - January 2008
BISYS Insurance Services December 2002 - August 2006
Prudential Financial January 2002 - December 2002
American Airlines July 1997 - September 1999
Bayer July 1995 - July 1997
Skills
Training, Sales, Sales Management, Business Development, Management, Team Building, Sales Process, Project Management, New Business Development, Sales Operations, Insurance, Account Management, Marketing Strategy, Recruiting, Leadership, Operations Management, Strategic Planning, Process Improvement, Coaching, Contract Negotiation, Coaching Staff, Curriculum Development, Budget Monitoring
Education
Southern Connecticut State University 1990 — 1995
Biology, Behavioral Psychology
The American College
RemitDATA March 2012 - Present
MedAssets November 2010 - March 2012
Broadlane (acquired by MedAssets in November, 2010) November 2004 - November 2010
Bank of America September 2003 - November 2004
Ayres Financial Group September 2002 - September 2003
AXA October 2001 - September 2002
Temerlin McClain January 2001 - October 2001
Marriott Hotels February 1998 - January 2001
Skills
Strategic Planning, Product Management, Informatics, Cross-functional Team..., Vendor Management, Strategy, Integration, Leadership, Management, Project Management, E-commerce, Six Sigma, Agile Methodologies, Lead Generation, Marketing Strategy, Business Strategy, Analysis, ERP, Marketing, Pricing, Healthcare, Product Launch, Cloud Computing, Business Analysis, Proposal Writing, Negotiation, Relationship Management, Benchmarking, Analytics, Process Improvement, Forecasting, Budgets, Data Analysis, Financial Analysis, Competitive Analysis, Marketing Communications, Sales, Project Planning, CRM, Enterprise Software, SaaS, Executive Management, Product Marketing, Business Development, Program Management, Product Development, Business Intelligence, Contract Negotiation, Start-ups, Strategic Partnerships
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Air Academy Associates 2009 — 2009
Lean Six Sigma Black Belt
University of North Texas 1998 — 2001
BBA, Marketing
AXA December 2013 - Present
JCC tenafly January 2013 - November 2014
Axa January 2011 - December 2013
Skills
Financial Services, Financial Analysis, Series 7, Insurance, Vendor Management, Risk Management, Process Improvement, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Financial Modeling, Series 6
Education
Union College
Christie's July 2015 - Present
AXA September 2012 - July 2013
Hilton Worldwide May 2011 - August 2011
ForexMiamiBeach August 2009 - August 2009
Indeedrealty July 2008 - August 2008
Skills
Communication, Open Minded, Communication Skills, Autonomous, Adaptability, Motivation, Perseverance, Highly Ambitious, Analytical Skills, Teamwork, Project Management, Consulting, Change Management, Management Consulting
Education
SKEMA Business School 2011 — 2014
Master's degree, Business
Syracuse University - College of Visual and Performing Arts September 2015 - Present
Syracuse University September 2015 - Present
Syracuse University - College of Visual and Performing Arts August 2014 - Present
Filmmaker/Visual Artist August 2014 - Present
Freelance Video Editor 2005 - 2015
Siena Art Institute Onlus December 2013 - August 2014
Università degli Studi di Siena / University of Siena March 2014 - March 2014
YASTREB FILM July 2013 - July 2013
Class Editori April 2013 - April 2013
AXA January 2013 - April 2013
Skills
Video, Video Editing, Final Cut Pro, Camera, Digital Video, Premiere, Adobe Premiere, Adobe Creative Suite, Photoshop, Contemporary Art, Experimental Video, Final Cut Studio, Broadcast Television, Documentaries, Cinematography, Creativity, Producing, Video Production, Short Films, Multimedia, Film, Media Production, After Effects, Avid Media Composer, Film Production, Television, Communication, documentary, Film Editing, Web TV, Montaggio video, Televisione, Produzione video, Cortometraggi, Produzione..., Documentari, Produzione di media, Telecamera
Education
Syracuse University 2014 — 2017
Master of Fine Arts (M.F.A.), VPA - FILM, GPA 4.0
Èspero Srl - Apple Pro Authorized Training Center
Final Cut Pro 7 Advanced - lev 2, Video editing
Università degli Studi di Siena / University of Siena
Laurea Specialistica, Cinema e Spettacolo
International School of Theatre Anthropology 2005 — 2005
Teatro
University of Warsaw 2005 — 2005
Università degli Studi di Siena 2000 — 2004
Laurea Triennale, Cinema e Spettacolo
Aramark August 2014 - Present
AXA September 2013 - May 2014
The College of Saint Rose September 2013 - May 2014
The College of Saint Rose May 2013 - May 2014
United Way of the Greater Capital Region January 2013 - April 2013
Skills
Microsoft Office, Research, HTML, Budgets, Fundamental Analysis, Personal Income Tax..., Forecasting, Portfolio Management, Financial Analysis, Accounting, Financial Accounting, Investments, Financial Reporting, Financial Modeling, Community Outreach, Teamwork
Education
The College of Saint Rose 2010 — 2014
Bachelor of Science (BS), Business Administration/Finance
Orange County Community College 2010 — 2012
Miscellaneous Summer Classes
AXA January 2015 - Present
University Police February 2011 - May 2014
Brockport LITS April 2012 - January 2014
Syracuse University Men's Basketball May 2013 - August 2013
Rochester Americans October 2012 - April 2013
McDonald's Corporation February 2009 - January 2012
Skills
Computer Hardware and..., Computer Repair, Computer Graphics, Job Evaluation, Sports Marketing, Computer Science, Computer Maintenance, Ticket Sales, Customer Service, Athletics, Sports, Training, Facebook, Social Networking, Cpr Certified, Time Management, Event Management, Microsoft Office, PowerPoint, Social Media, Public Speaking, Teamwork, Microsoft Excel, Basketball, Leadership, Microsoft Word, Baseball, Sales, Marketing, Technical Support, Supervisory Experience, Social Media Marketing, Resume Writing, Management, Sports Management
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Sport Management, 3.25
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (B.S.), Sports Studies
S&P Capital IQ January 2015 - Present
AXA November 2013 - December 2014
John Hancock Financial Services January 2012 - November 2013
John Hancock Financial Network February 2009 - January 2012
Skills
Sales, Qualified Retirement..., Sales Operations, Marketing Strategy, Relationship Marketing, New Business Development, Sales Management, Business Strategy, Management, 401k, Wealth Management, Fixed Annuities, Mutual Funds
Education
Southern New Hampshire University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Hingham High School
Club Águilas de Mexicali, S.A. de C.V. October 2014 - Present
AXA August 2014 - Present
Universidad del Valle de México July 2013 - July 2014
Education
Universidad Autónoma de Baja California
Lic. Relaciones Internacionales
Universidad de Monterrey
Lic. Ciencia Política y Administración Publica
AXA November 2014 - Present
State University of New York at Oswego August 2014 - Present
AXA October 2013 - November 2014
Oswego County Opportunites 2013 - November 2013
SUNY Oswego January 2013 - August 2013
State University of New York at Oswego February 2012 - December 2012
Skills
Mental Health, Student Affairs, Student Development, Psychology, Higher Education, SPSS, Public Speaking, Critical Thinking, Community Outreach, Research, Psychotherapy, Academic Advising, Teaching, Program Development, PowerPoint, Event Planning, Student Counseling, Career Counseling, Cpr Certified, Time Management
Education
State University of New York at Oswego 2010 — 2013
Bachelor of Arts (BA), Psychology
AXA July 2014 - Present
The Hartford July 2013 - July 2014
The Hartford June 2010 - June 2013
Allstate October 2009 - June 2010
Nationwide Insurance April 2008 - September 2009
Skills
Social Media, Social Networking, Negotiation, Timely Decision Making, Communication, Operating Budgets, Treasury Services, Coordinating Events, Event Planning, Claims Management, Knowledge Base, Underwriting, Claim, Liability, Insurance, Property, General Insurance, Commercial Lines, Training, Team Leadership, Casualty, Workers Compensation, Commercial Insurance, Casualty Insurance, Property, Management, Leadership, Customer Service
Education
Strayer University 2007 — 2011
Master of Science (M.Sc.), Accounting
University of South Carolina-Aiken 2001 — 2006
Bachelor of Science (B.Sc.), Business Administration and Management, General
Wyndham Worldwide February 2015 - Present
Robson Forensic, Inc. May 2010 - February 2015
AXA August 2009 - April 2010
Club Med October 2008 - May 2009
Club Med September 2007 - October 2008
Skills
Notary Public, Office Management, Legal Assistance, Administrative..., Accounts Receivable
Education
Saint Joseph's University 2003 — 2007
Bachelors, Business, Management
AXA US August 2015 - Present
AXA US April 2015 - July 2015
MetLife February 2014 - April 2015
Sabbatical October 2013 - January 2014
AXA June 2011 - September 2013
AXA Equitable November 2009 - June 2011
AXA February 2007 - November 2009
AXA Insurance (UK) April 2001 - January 2007
Colonial Mutual June 1998 - September 1999
Skills
Strategy, Risk Management, Mergers & Acquisitions, Business Analysis, Business Strategy, Insurance, Finance, Strategic Planning, Governance, Mergers, Management, Financial Services, Analysis, Business Development, Financial Analysis, Business Planning, Financial Modeling, Leadership, Strategic Financial..., Corporate Finance, Financial Risk, Enterprise Risk..., Business Process..., Cross-functional Team..., Forecasting, Due Diligence, Valuation, Managerial Finance, Team Leadership, Executive Management, Internal Audit, Business Transformation, Change Management, Life Insurance, Pension Funds, Acquisitions, Project Appraisal, Business Case, Management Consulting, Asset Management, Corporate Strategy..., Property & Casualty..., Asset Managment, Supervisory Management, Financial Planning
Education
Chartered Insititute of Management Accountants
ACMA/CGMA, Associate Member
The University of Wolverhampton 1996 — 2000
BA (hons), Accounting and Finance
Oakwood Park 1991 — 1996
AXA University
Strategy College
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Golden Education Group March 2014 - Present
Texas A&M University August 2012 - Present
AXA April 2012 - June 2012
Dun & Bradstreet November 2011 - February 2012
Rockwell Automation August 2011 - October 2011
Skills
Accounting Standards, Auditing Standards, Statistical Software, Accounting, Financial Statements, US GAAP, Financial Accounting, GAAP, External Audit, Financial Reporting, CPA, Assurance, Auditing, Economics
Education
Texas A&M University 2012 — 2013
Master of Science (M.S.), Economics, 4
Shanghai University of Finance and Economics 2009 — 2012
Bachelor's degree, Statistics
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, E-Commerce/Electronic Commerce
Partner Reinsurance Company October 2013 - Present
Allianz Global Corporate & Specialty Americas April 2010 - October 2013
Zurich Global Corporate 2002 - 2010
AXA 1997 - 2001
Commercial Union 1996 - 1997
Skills
Underwriting, Property & Casualty..., Reinsurance, Claim, Insurance, Brokers, General Insurance, Umbrella Insurance, Claims Management, Risk Management, Property, D&O, Financial Risk, Commercial Lines, Term Life Insurance, Excess, Legal Liability, Life Insurance, Professional Liability, Liability, Casualty, Commercial Insurance, Health Insurance
Education
Insurance Institute of Canada
Ryerson University
Tile and Carpet Town Carpet One March 2015 - Present
Onondaga Flooring April 2014 - August 2014
Dealer Supply North March 2012 - November 2013
Aflac October 2009 - September 2010
NRF Distributors 2000 - 2009
The Home Depot 1997 - 2000
Cortland Floorcraft 1995 - 1997
AXA 1993 - 1995
World Carpets 1992 - 1993
Arley Wholesale 1987 - 1992
Skills
Sales Management, Sales, Account Management, New Business Development, Direct Sales, Retail, Sales Operations, Purchasing, Marketing, Merchandising, Selling, Customer Satisfaction, Training, Cold Calling, Management, Microsoft Excel, Trade Shows, Time Management, B2B, Customer Service, Negotiation, Key Account Management, Marketing Strategy, Pricing
Education
SUNY Cortland 2010 — 2014
Master's Degree, History
State University of New York at New Paltz 1981 — 1984
Bachelor of Arts, History
Westchester Community College 1977 — 1979
Associate of Arts & Sciences, Social Science
Undisclosed January 2002 - Present
AXA March 1999 - December 2001
General Code Publishers August 1986 - July 1993
Education
State University of New York College at Brockport
high school
Microsoft August 2014 - Present
Microsoft November 2008 - August 2014
Microsoft April 2005 - December 2008
Microsoft March 1998 - April 2005
IBM Global Services 1997 - 1998
AXA 1995 - 1997
AIB 1994 - 1995
Skills
Internationalization, Cross-group..., Windows, Release Management, Program Management, People Management, Software Project..., Vendor Management, PMP, Process Improvement, Team Leadership, Cloud Computing, Management, Business Intelligence, SDLC, Agile Project Management, Enterprise Software, Agile Methodologies, Software Development
Education
Project Management Institute 2007 — 2007
PMP, Project Management
The Open University 2002 — 2006
BSc, Information Technology
American Express September 2013 - Present
Viacom January 2010 - September 2013
Viacom October 2006 - January 2010
AXA June 2004 - October 2006
Skills
Strategy, Marketing, Digital Media, Data Analysis, Social Media, Microsoft Excel, Digital Strategy, Digital Marketing, Integrated Marketing, PowerPoint, Project Management, Social Media Marketing, Competitive Analysis, Microsoft Office, Business Operations, Visio, Strategic Partnerships, New Media, SAS, Digital Wallets, Media Research, Microsoft Word, Customer Service, Entertainment, Sponsorship, Television, Online Advertising, Content Strategy, Social Networking, Digital Distribution, Facebook, Online Marketing, Broadcast, Advertising Sales, Omniture, Siebel Analytics, MS Excel, MS PowerPoint, MS Visio, Brio Query, Data Manipulation, Nielsen Focus, Customer Relations, Non-linear Analysis, Managing Database, Business Process, Business Process..., Remittances, Building Relationships, Data Mining
Education
The George Washington University - School of Business 1999 — 2003
B.A. Business Administration, International Business
Institut d'Etudes politiques de Paris 2001 — 2001
Detroit Country Day
AXA November 2012 - Present
UBS March 2007 - October 2012
UBS Financial Services Inc. 2007 - October 2012
H&R Block 2001 - 2005
H&R Block Financial Advisors 2001 - 2004
The Compliance Group May 1997 - July 2001
Wachovia 1997 - 2001
Citicorp 1995 - 1998
Prudential Financial/Chevy Chase bank 1991 - 1996
Skills
Investments, Risk Management, Wealth Management, Business Strategy, Series 7, Banking, Performance Management, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Strategy, Program Management, Securities, Retirement, Leadership, Financial Services, Investment Advisory, Asset Managment, Asset Allocation, Financial Risk, FINRA, Insurance, Training, Hedge Funds, Financial Analysis, Leadership Development, Asset Management, Management, Bonds, Financial Advisory, Employee Training, Equities, Relationship Management, Alternative Investments, Human Resources, 401k, Fixed Income
Education
Strayer University 1995 — 1997
Masters
Licenses
Mani Financial Services April 2005 - Present
AXA 2004 - 2005
Xerox Corporation 1991 - 2003
Skills
Retirement Planning, Financial Analysis, Process Improvement, Finance, Financial Modeling, Insurance, Investments, Estate Planning, Strategic Financial..., Teamwork, Sales, Strategic Planning, Securities, Portfolio Management, Team Leadership, Leadership, Asset Managment, Asset Management, Organizational..., Youth Development, Team Building, Marketing Strategy, Risk Management, Financial Planning, Management, Program Management, Project Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
University of Kansas 1982 — 1987
Bachelor of Science (BS), Business Administration
Morgan Stanley February 2006 - Present
AXA 2004 - 2006
Education
Stony Brook University 1999 — 2003
HowStuffWorks, A Discovery Communications Company March 2008 - December 2010
HowStuffWorks.com 2008 - 2009
AXA January 2001 - September 2005
Consolidated Rail Corporation (Conrail) 1978 - 1982
Skills
Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1975
Mother Seton
Hornor Townsend & Kent June 2007 - Present
Penn Mutual/HTK 2005 - Present
Penn Mutual 2005 - Present
Penn Mutual Life Insurance Co 1994 - Present
Hornor Townsend & Kent, Inc. January 2006 - June 2007
Hornor Townsend & Kent, Inc. January 2000 - January 2006
Hornor Townsend & Kent, Inc. November 1997 - January 2000
Penn Mutual April 1996 - November 1997
Penn Mutual April 1994 - April 1996
AXA May 1992 - September 1993
Skills
FINRA, Series 6, Variable Annuities, Series 7, Series 24, Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Investment Advisory, Insurance, Retirement Planning, Investments, Series 65
Education
Saint Joseph's University 1969 — 1988
Bachelor's of Science, Business Administration and Management
Cobec Consulting, Inc. August 2013 - Present
Indep Consultant April 2007 - Present
OCA-NOVA September 2006 - Present
URS Corporation January 2009 - August 2013
FAA July 2007 - November 2007
AXA 2003 - 2007
Johnston Lemon & Company 1995 - 2003
Skills
Project Management, Financial Analysis, Risk Management, Policy, Program Management, Government, Strategic Planning, Budgets, Policy Analysis, Strategy, Management, Leadership, Nonprofits, Investments, Management Consulting
Education
The Johns Hopkins University
Bachelor of Science (B.S.), Electrical and Computer Engineering, Economics
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Finance and Strategy
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
ERNST AND YOUNG June 2013 - Present
Natixis 2015 - 2015
Natixis 2015 - 2015
IPSA INTERNATIONAL INC June 2012 - October 2012
TOWER LEGAL SOLUTIONS August 2011 - February 2012
HSBC June 2010 - June 2011
Pershing, a BNY Mellon company 2009 - 2010
PRUDENTIAL COMMODITIES GROUP December 2008 - October 2009
CITIGROUP April 2008 - October 2008
AXA 2005 - 2006
Skills
KYC, Anti Money Laundering, Financial Risk, Financial Services, AML, Due Diligence, Risk Management, OFAC, Analysis
Education
Seton Hall Law School
Banking, Corporate, Finance, and Securities Law
Seton Hall University
Mercer February 2010 - Present
AXA February 2008 - Present
AXA Equitable 2008 - Present
Hewitt Associates April 2001 - February 2008
Xerox July 1998 - March 2001
Education
Tufts University 1994 — 1998
Lincoln Financial Group April 2013 - Present
Aviva USA August 2012 - April 2013
Axa August 2004 - August 2012
Skills
Underwriting, Life Insurance, General Insurance, Brokers, Risk Management, Long-term Care, Term Life Insurance, Reinsurance, EKG interpretation, Indexed products, Universal Life, Underwriting athletes
Education
Springfield College 1993 — 1998
B.S., Exercise Science
Accenture December 2013 - April 2014
Scotiabank September 2012 - December 2013
PC Bank August 2009 - August 2012
AXA September 2007 - August 2009
The Inovation Group (TiG) August 2007 - September 2007
TD Bank Financial Group January 2005 - July 2007
Royal and Sunalliace March 2003 - December 2004
OARBIC INC. August 2000 - January 2003
RBS 1998 - 2000
FedEx August 1997 - February 1998
Skills
SDLC, Integration, Requirements Gathering, XML, Business Analysis, Requirements Analysis, Business Requirements, Testing, Banking, Software Development, DB2, Mainframe, User Acceptance Testing, Systems Analysis, Analysis, Solution Architecture, Visio, COBOL, UML, Microsoft SQL Server, IT Strategy, Software Project..., JCL, Business Process
Education
University of Teesside 1988 — 1991
Bachelor of Science (BSc), Computer Science
Smart Card Alliance - Self Study
VALIC Financial Advisor February 2008 - Present
AXA April 2005 - January 2007
The MONY Group November 1996 - April 2005
FLORIDA SPECIAL OLYMPICS April 1992 - October 1996
University of Florida August 1988 - April 1992
Skills
Insurance, Retirement Planning, Microsoft Excel, Strategic Planning, Employee Benefits, Leadership, Microsoft Office, Customer Service, Fixed Annuities, Program Management, Term Life Insurance, Team Building, Finance, Retirement, Financial Analysis, Sales, Disability Insurance, Financial Services, Coaching
Education
Southern Illinois University, Carbondale 1980 — 1988
Halstead Property August 2012 - Present
Artonica, LLC September 2005 - Present
AXA 1999 - 2005
AXA-Equitable 1999 - 2005
Brilliant Image 1997 - 2000
Planned Expansion Group 1986 - 1987
Skills
Art Direction, Copywriting, Advertising, Email Marketing, Marketing Communications, Graphic Design, Photoshop, Product Literature, Brochures, Direct Mail, Creative Development, Sales, Real Estate Transactions, Real Estate, Creative Direction, Web Design, Social Media Marketing, Press Releases, Adobe Creative Suite, Brand Development, Real Estate Marketing, Client Services
Education
The Ohio State University 1980 — 1985
BS, Industrial Design
Firestone High School 1977 — 1980
High School
APS Pension and Financial Services October 2012 - Present
AXA April 1993 - Present
Jasper Shoes March 1980 - December 1992
Skills
Retirement Planning, Qualified Retirement..., Estate Planning, Investments
Education
State University of New York College at Oneonta 1974 — 1977
BA, Business
TIAA-CREF February 2013 - Present
TD Bank Group March 2012 - November 2012
Shoff Darby Companies November 2007 - March 2012
HSBC September 2001 - November 2007
AXA October 1993 - September 2001
Skills
Risk Management, Wealth Accumulation, Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance, Commercial Insurance, Health Insurance, Sales, Sales Management, FINRA series 7,24,63,65, Holistic Financial..., Banking
Education
The American College 1994 — 2000
CLU, ChFC, RHU, Insurance & Financial Planning
State University of New York at Oswego 1989 — 1993
Bachelors, Business Administration & Economics
MicroStrategy July 2011 - November 2014
CGI July 2008 - March 2011
Prudential September 1998 - July 2008
AXA January 1998 - September 1998
Express Fulfillment Services August 1990 - May 1993
Skills
Vendor Management, Budgets, Finance, SDLC, Business Intelligence, Business Analysis, Requirements Analysis, Data Warehousing, Software Project..., Program Management, IT Management, Business Process..., MS Project, Leadership, Management, Information Technology, IT Strategy, Project Management, Enterprise Architecture, Enterprise Software
Education
Southern New Hampshire University 1994 — 1996
BS, Computer Science
Securview, Inc January 2006 - Present
NetCom Systems, Inc February 1987 - Present
CA Technologies 2000 - 2010
netForensics 1999 - 2004
AXA 1996 - 2000
Lehman Brothers 1993 - 1997
SWIFT October 1985 - March 1993
Acushnet Company March 1983 - October 1985
Skills
Cloud Computing, Identity Management, Security, ISO 27001, Information Security, Network Security, Virtualization, Perl, Enterprise Software, Unix, SaaS, Program Management, Integration, Linux
Education
University of Massachusetts Dartmouth 1984 — 1985
MS, Electrical and Computer Engineering
VJTI 1977 — 1981
BS, Electrical Engineering
St. Xavier's College 1975 — 1977
Int Sc, Science
AXA July 2003 - Present
McPeak Company October 1996 - May 2003
Skills
Needs Analysis, WebEx, Call Center, Series 6, Call Centers, Customer Service
Education
State University of New York College of Agriculture and Technology at Morrisville 1976 — 1978
Protective Life May 2010 - Present
AXA January 2001 - May 2009
Skills
Financial Services
Education
The Johns Hopkins University 1967 — 1971
BA, Psychology
ONEHOPE Wine May 2014 - Present
Merrill Lynch October 2011 - Present
Music for Tomorrow July 2011 - Present
Wolf Capital Advisors May 2011 - October 2011
Firstrust Bank April 2010 - May 2011
T.Rowe Price August 2008 - April 2010
BGC Partners May 2007 - August 2007
Striker Partners April 2006 - June 2006
AXA January 2006 - May 2006
Skills
Hedge Funds, Fixed Income, Investment Banking, Private Equity, Valuation, Wealth Management, Entrepreneurship, Credit Analysis, Series 7, Series 63, Series 65, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
CFA continuing education, Investment Banking
RMA Commercial Lending School 2010 — 2010
Specialized Knowledge and Applications, Credit Management
Syracuse University 2004 — 2008
B.S., Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Finance
The Mcdonogh School 2001 — 2004
High School Diploma
Episcopal Academy 1993 — 2001
O'Connor Davies, LLP July 2011 - Present
AXA November 1997 - July 2011
Buck Consultants June 1996 - October 1997
Skills
401k, Employee Benefits, Defined Contribution, Defined Benefit, Executive Pay, Retirement, Payroll, ERISA, Investments, Retirement Planning, Benefits Administration, Budgets, Mutual Funds, Pensions, Deferred Compensation, Accounting
Education
University of Pennsylvania - The Wharton School 1987 — 1992
CEBS
Rutgers, The State University of New Jersey-Newark 1979 — 1983
B.A., Business Administration
ADT Enterprises January 2009 - Present
AXA October 1998 - January 2009
AXA/EQUITABLE INSURANCE January 1998 - January 2009
SMITH PETROLEUM COMPANY March 1996 - October 1998
A&D VENDING August 1991 - March 1996
PC MART/COMPUTER STORES OF CAROLINA November 1982 - March 1991
Skills
Customer Service, Accounting, Operations Management, Management, Budgets, Call Centers, Coaching, Payroll, Human Resources, Banking, Sales, Sales Operations, Time Management, Process Improvement
Education
South Piedmont Community College 2009 — 2013
Quickbooks, Medical office, career readiness
Life Office Management Association and various training schools 1986 — 2008
Customer Service, Sales, and Computer Technologies
University of North Carolina at Charlotte 1976 — 1980
Bachelor's degree, Business Administration
Marsh June 2015 - Present
AXA October 2014 - May 2015
Harvard Business School September 2012 - May 2013
Teachers College, Columbia University September 2011 - May 2012
Columbia University Medical Center June 2011 - May 2012
Opus 3 Artists September 2008 - November 2009
The John F. Kennedy Center for the Performing Arts 2008 - 2008
Frank Salomon Associates 2007 - 2007
Skills
Psychology, Research, Data Analysis, Community Outreach, SPSS, Program Development, Writing, Organizational..., Microsoft Excel, Management, PowerPoint, Microsoft Office
Education
Teachers College of Columbia University 2014 — 2016
Master's degree, Social-Organizational Psychology
Teachers College of Columbia University 2010 — 2012
MA, Clinical Psychology
The University of Chicago 2003 — 2007
B.A., Economics, Music
Ransom Everglades High School
Salient Partners July 2015 - Present
AXA July 2012 - July 2015
Shanghai Chengbang Auto Accessories September 2011 - January 2012
Edward Jones August 2010 - August 2011
Kingham Dalton Wilson, Ltd. June 2008 - July 2010
Pepper Construction Group June 2004 - June 2008
Education
Texas A&M University 2000 — 2004
Construction Science, Construction Science
Taylor High School
QBE Insurance 2009 - Present
AXA 2004 - 2009
New York Life Insurance Company 1996 - 2000
Skills
Operational Excellence, Business Analysis, Six Sigma, Process Improvement, Business Process..., Insurance, Risk Management, Financial Services, Change Management, Management, Finance, Business Process, Strategy, Internal Controls, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Accounting
Windstream June 2010 - Present
Windstream formerly Paetec June 2007 - January 2010
AXA October 2000 - June 2006
Skills
Telecommunications, VoIP, Account Management, Microsoft Office, Microsoft Excel, Customer Service, Managed Services, Call Centers, Vendor Management, Life Insurance
Education
Shaw University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AXA April 2015 - Present
AXA-Equitable July 2012 - Present
AXA-Equitable January 2010 - July 2012
Northwestern Mutual July 2009 - January 2010
Ruby Tuesday May 2008 - January 2010
Oswego City School District Office October 2009 - December 2009
Oswego Wire, Inc February 2008 - May 2008
Skills
Employee Benefits, Human Resources, Interviews, Payroll, Recruiting, Employee Relations, Customer Service, PowerPoint, Outlook, Microsoft Word, Public Speaking, Microsoft Excel, Sales, Microsoft Office, Social Media, Time Management, Access, Marketing, Event Management, Fundraising, PeopleSoft, Management, Leadership, Deferred Compensation, Performance Management
Education
State University of New York College at Oswego 2006 — 2009
Bachelor of Science, Human Resource Management
Mexico High School 2002 — 2006
Regents High School Diploma, 2006
Banana Republic - Gap Inc. April 2011 - June 2013
TD Bank September 2010 - February 2011
AXA April 2006 - August 2007
Education
Southern New Hampshire University 2008 — 2010
Master’s Degree
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
Dreyfus Investments July 2014 - Present
AXA July 2013 - July 2014
Allianz Life June 2010 - July 2013
First Trust Portfolios June 2006 - September 2010
SunTrust Investment Services, Inc. December 2001 - June 2006
Skills
Mutual Funds, ETFs, Equities, Fixed Income, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds
Education
The George Washington University - School of Business 1988 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maryland College Park 1984 — 1988
Finance, General
KPMG US January 2015 - Present
Ernst & Young December 2010 - April 2014
AXA June 2010 - December 2010
Ernst & Young October 2006 - August 2009
Skills
Big 4, Assurance, US GAAP, IFRS, SEC filings, Internal Controls, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Accounting, Corporate Finance, External Audit, Financial Audits
Education
Shanghai University of Finance and Economics 2002 — 2006
Bachelor, Finance
AXA June 2014 - Present
AXA Equitable September 2011 - June 2014
AXA Equitable February 2000 - September 2011
CIGNA Healthcare January 1999 - February 2000
Skills
Series 24, Series 7, Series 63, AML, Mutual Funds, Insurance, 401k, FINRA, Risk Management, Financial Services, Fixed Annuities, KYC, Investments, Financial Risk, Retirement, Operational Risk..., Hedge Funds, Licensing, Equities, Wealth Management
Education
State University of New York at Oswego 2002 — 2004
Bachelor's, Spanish
Saint Bonaventure University 1990 — 1992
Bachelor of Science (BS), Spanish
AXA August 2015 - Present
AXA US November 2013 - July 2015
AXA US August 2012 - November 2013
AXA US October 2011 - August 2012
Tecumseh Golf Club May 2008 - October 2011
SellingHive Corporation February 2011 - May 2011
Skills
Sales, Time Management, Series 6, Series 63, Life & Health Insurance..., Data Analysis, Research, Facebook, Social Media, Customer Service, PowerPoint, Leadership, Social Networking, Microsoft Excel, Event Planning, Public Relations, Microsoft Office, Finance
Education
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Administration-Marketing
Desjardins General Insurance Group July 2004 - Present
Desjardins General Insurance Group June 2002 - July 2004
Desjardins General Insurance Group October 2000 - July 2002
AXA September 1996 - October 2000
Education
Insurance Institute of Ontario 1998 — 2007
Chartered Insurance Professional
Seneca College of Applied Arts and Technology 1995 — 1997
Certificate in Vocational Rehabilitation Counselling, Vocational Rehabilitation
University of Toronto 1991 — 1995
Honours Bachelor of Arts, Psychology and Sociology
AXA January 2014 - Present
KS&R June 2012 - December 2013
Carrier Corporation - MMC 2008 - 2008
Skills
Management, Customer Service, Market Research, SPSS, PowerPoint, Marketing, Social Media, Marketing Strategy, Microsoft Excel, Research, Time Management, Data Analysis, Analysis
Education
State University of New York at Oswego 2010 — 2011
MBA, Management
State University of New York at Oswego 2006 — 2009
BS, Business Administration
AXA July 2008 - April 2011
Skills
Teamwork, Insurance, Call Centers, Time Management, Team Management, Software Documentation, Microsoft Excel, Leadership, Team Leadership, Customer Service, Analysis, Outlook, Data Entry, PowerPoint, Lotus Notes, Business, Risk Management, Access, Management, Microsoft Word, Customer Satisfaction, Business Analysis, Sales, Microsoft Office
Education
The University of Texas at Austin 2011 — 2015
BGSU
AXA July 2013 - Present
Generali USA Reasurance Company 2007 - 2011
Swiss Re Life and Health America Inc. August 2007 - December 2007
Reinsurance Group of America June 2000 - August 2007
Manulife Financial February 1997 - June 2000
Skills
Insurance, Employee Benefits, Underwriting, SDLC, Medicine, Reinsurance, Health Insurance, Fixed Annuities, Life Insurance, Claim, Actuarial Science, Term Life Insurance, Risk Management, Disability Insurance, General Insurance, Claims Management, Brokers
Education
University of Manitoba 1984 — 1988
MD, Occupational Medicine, Insurance Medicine
The University of British Columbia / UBC 1980 — 1982
MBA, Finance, General
University of Manitoba 1976 — 1980
B. Sc., General Science
AXA January 2012 - Present
Rivers Edge Managment January 2009 - Present
AXA January 2012 - August 2012
Newport Wealth Management June 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Insurance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
bs, Finance, General
University of Rutgers
Bachelor of Science, Finance; Fixed Income
CFO Lakewood Township Municipal Utilities Authority April 2014 - Present
Prudential Financial September 2003 - October 2007
Prudential Financial July 2001 - September 2003
AXA November 2000 - November 2001
Skills
General Ledger, Financial Analysis, GAAP, Cash Management, Finance, Fund Accounting, Municipal Budgeting, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Capital Budgeting, SEC filings, Financial Statements, Strategic Financial..., Sarbanes-Oxley, Broker Dealer Series 27..., Planning Budgeting &..., Annual Reports, FINRA, Local Government Finance, Purchasing
Education
Seton Hall University 1992 — 1994
Bachelor of Science (BS), Accounting and Business/Management
Seton Hall University 1989 — 1993
Accounting and Finance
Monsignor Donovan 1988 — 1989
Union Catholic 1986 — 1988
Bachelor's degree, Accounting and Finance
Holy Trinity
WealthVest Marketing February 2014 - Present
Destra Capital June 2013 - February 2014
MetLife January 2010 - November 2012
AXA July 1998 - January 2010
North Star Marketing October 1990 - February 1998
Duncan-Williams, Inc. August 1987 - October 1989
Skills
Series 6, Series 63, Life Insurance, Accident Insurance, Variable Annuities, professional public..., Lifetime Income..., Mutual Funds, Long Term Care Insurance, Investment Banking, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Insurance, Fixed Annuities, Investments, Public Speaking
Education
The University of Memphis 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General, 2.2
AXA October 2011 - January 2013
WellPoint August 2008 - June 2009
WellPoint March 2007 - June 2009
WellPoint August 2003 - August 2008
Commonwealth Financial Network August 2001 - February 2003
MetLife March 2000 - May 2001
Phoenix Life Insurance Company February 1998 - March 2000
Education
Southern New Hampshire University 2001 — 2006
Master of Business Administration (MBA)
University of Hartford 1994 — 1998
Bachelor's degree, Actuarial Science/Mathematics
AXA October 2008 - Present
AXA October 2000 - October 2008
Mutual of America July 1999 - October 2000
Skills
Microsoft Excel, Access, Trend Analysis, Accounting, Analysis, PeopleSoft, SQL, Account Reconciliation, PowerPoint, Mainframe
Education
Seton Hall University 1995 — 1999
Bachelor's degree, Mathematics and Elementary Ed
PWA July 2007 - Present
AXA November 2001 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Editing
Education
Toronto School of Business 1996 — 1997
Compterized Accounting
Wall Street North February 2015 - Present
Wall Street North June 2014 - December 2014
Huaxi Futures Co, Ltd Chengdu General April 2012 - September 2012
AXA January 2012 - February 2012
Southwestern University of Finance and Economics September 2009 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, EViews, Risk Management, Financial Analysis, Derivatives, Security, VBA
Education
The University of Connecticut School of Business 2013 — 2015
Master's Degree, Financial Risk Management, A
Southwestern University of Economics and Finance 2009 — 2013
Bachelor's Degree, Finance, General
Liberty Bank - CT July 2015 - Present
Self Employed August 2013 - 2014
Griffins - Insolvency * Litigation * Forensics March 2013 - June 2013
Stemcor June 2012 - March 2013
Howes Percival June 2008 - June 2012
Brown & Co November 2006 - June 2008
Larking Gowen April 2004 - November 2006
AXA February 2001 - August 2002
Skills
Microsoft Excel, Research, Legal Research, Management, Project Management, Negotiation, Microsoft Office, Administration, Marketing, Policy, Finance, Legal Writing, Bankruptcy, Commercial Litigation, Litigation, Employment Law, Dispute Resolution, Corporate Law, Sales, Legal Assistance
Education
The Open University 2008 — 2012
Bachelor of Arts (B.A.), English Literature, Second Class Honours
University of Bath 2000 — 2002
Bachelor of Science (B.Sc.), Business Administration and Management, General
Lord Wandsworth College, Hampshire UK 1997 — 1999
A Levels, Business Studies, English Literature & Art, A A B
Brian K. Adams and Assoicates May 2013 - June 2015
The Hartford August 2010 - May 2013
MassMutual Financial Group May 2006 - July 2010
AXA July 1995 - June 2006
Donaldson, Lufkin & Jenrette August 1993 - July 1995
Merrill Lynch November 1988 - July 1993
The Grove School May 1985 - August 1988
Skills
Insurance, General Insurance
Education
St. Lawrence University 1979 — 1983
Bachelor's degree, Political Science and Government
AXA 2013 - Present
AXA US 2008 - 2013
The Penn Traffic Company 2004 - 2008
The Penn Traffic Company 1998 - 2000
Skills
Microsoft Office, Prior Member of World..., Employee Benefits, Human Resources, Payroll, Analysis, Management, Performance Management
Education
Powelson Business Institute
Associate of Arts and Sciences (A.A.S.), Accounting
SUNY Canton
AXA May 2004 - Present
Skills
Microsoft Office, Public Speaking, Customer Service, Team Building, Strategic Planning, PowerPoint, Project Management, Microsoft Word, Outlook, Training
Education
Interamericana 2011 — 2015
Master of Business Administration (MBA), Management Information Systems, General
Universidad de Puerto Rico 1997 — 2002
Bachelor's degree, Psychology
Prudential Financial November 2012 - Present
AXA 2003 - 2012
Skills
Financial Services, Insurance, Securities, Fixed Annuities, Life Insurance, Securities Regulation, Mutual Funds
Education
Seton Hall University 1987 — 1991