AXA Advisors
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 Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Judah Margulies Judah Margulies's AXA Advisors Experience March 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Renewables & Environment
Experience
AXA Advisors March 2014 - Present
Laura Margulies & Associates, LLC. January 2010 - June 2013
Enterprise Rent-A-Car June 2012 - August 2012
Eco Branding January 2012 - May 2012
Merrill Lynch April 2008 - June 2008
Education
American University 2009 — 2013
International Business
AXA Advisors March 2014 - Present
Laura Margulies & Associates, LLC. January 2010 - June 2013
Enterprise Rent-A-Car June 2012 - August 2012
Eco Branding January 2012 - May 2012
Merrill Lynch April 2008 - June 2008
Education
American University 2009 — 2013
International Business
Devon Baker Devon Baker's AXA Advisors Experience 2013 - Present
Job Financial Professional Retirement Benefits Group at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
AXA Advisors 2013 - 2014
Portland Public Schools 2001 - 2003
Portland Public Schools 2001 - 2003
Skills
Retirement Planning, life insurance services, 403(b) services, Risk Management, College Education...
Education
Arizona State University
Educational Leadership and Policy Development
Oregon State University
Science Education
Western Oregon University
Integrated Science education
AXA Advisors 2013 - Present
AXA Advisors 2013 - 2014
Portland Public Schools 2001 - 2003
Portland Public Schools 2001 - 2003
Skills
Retirement Planning, life insurance services, 403(b) services, Risk Management, College Education...
Education
Arizona State University
Educational Leadership and Policy Development
Oregon State University
Science Education
Western Oregon University
Integrated Science education
Morgan Keil Morgan Keil's AXA Advisors Experience 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
Morgan Stanley Wealth Management February 2011 - July 2012
Merrill Lynch August 2008 - December 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Wealth Management, Asset Allocation, Insurance, Investment Advisory, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Permanent Life Insurance, Variable Annuities, Variable Life, Whole Life
Education
Arizona State University
Bachelor's Degree Of Interdisciplinary Studies, Business Management and Communication
Arizona State University
Business Administration and Management, General
AXA Advisors 2012 - Present
Morgan Stanley Wealth Management February 2011 - July 2012
Merrill Lynch August 2008 - December 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Wealth Management, Asset Allocation, Insurance, Investment Advisory, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Permanent Life Insurance, Variable Annuities, Variable Life, Whole Life
Education
Arizona State University
Bachelor's Degree Of Interdisciplinary Studies, Business Management and Communication
Arizona State University
Business Administration and Management, General
Brad Hunnings Brad Hunnings's AXA Advisors Experience June 2009 - February 2013
Job WFSBA Business Change of Ownership and Commercial RE Specialist
Industry Banking
Experience
Wells Fargo September 2013 - Present
AXA Advisors June 2009 - February 2013
Darby Bank & Trust Co. April 1997 - April 2009
FedFirst Mortgage April 1995 - April 1997
RH Hunnings Appraisal Service July 1992 - April 1995
Education
Appalachian State University 1988 — 1992
BS in Business Adminstration, Real Estate & Urban Analysis
Wells Fargo September 2013 - Present
AXA Advisors June 2009 - February 2013
Darby Bank & Trust Co. April 1997 - April 2009
FedFirst Mortgage April 1995 - April 1997
RH Hunnings Appraisal Service July 1992 - April 1995
Education
Appalachian State University 1988 — 1992
BS in Business Adminstration, Real Estate & Urban Analysis
Jarett Sayas Jarett Sayas's AXA Advisors Experience August 2008 - March 2010
Job Business Development Manager at American Express
Industry Financial Services
Experience
American Express July 2013 - Present
American Express September 2012 - June 2013
CartridgeWorld February 2010 - September 2012
AXA Advisors August 2008 - March 2010
Skills
Customer Service, Sales, Marketing Strategy, Start-ups, New Business Development, Strategic Planning, Team Building, Sales Operations, Business Strategy, Sales Management, Entrepreneurship, Management, Business Development, CRM, Market Research, Business Planning, Competitive Analysis, Team Leadership, Strategy, Salesforce.com, Direct Sales, Process Improvement, Social Media Marketing, Strategic Partnerships
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance
American Express July 2013 - Present
American Express September 2012 - June 2013
CartridgeWorld February 2010 - September 2012
AXA Advisors August 2008 - March 2010
Skills
Customer Service, Sales, Marketing Strategy, Start-ups, New Business Development, Strategic Planning, Team Building, Sales Operations, Business Strategy, Sales Management, Entrepreneurship, Management, Business Development, CRM, Market Research, Business Planning, Competitive Analysis, Team Leadership, Strategy, Salesforce.com, Direct Sales, Process Improvement, Social Media Marketing, Strategic Partnerships
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance
Rob Grosz's AXA Advisors Experience June 1999 - December 1999
Job Sr. Program Financial Analyst at DRS Power Technology, Inc.
Industry Aviation & Aerospace
Experience
DRS Power Technology, Inc. September 2015 - Present
L-3 Communications December 2004 - Present
BBVA Compass October 2001 - December 2004
Williams Financial Group June 2000 - October 2002
Gallagher Financial Group December 1999 - October 2001
AXA Advisors June 1999 - December 1999
Norwest Financial 1993 - 1998
Skills
Earned Value Management, Six Sigma, Customer Service, Conflict Resolution, Cost Account Management, Budgeting, Forecasting, Cash Flow Management, SAP, FAR, Aerospace, Budgets, Cash Flow, DoD, Government, Government Contracting, Management, Program Management, Proposal Writing, Strategic Financial..., Risk Management, Training, Analysis, Cost Accounting, Finance, Financial Planning
Education
Tarleton State University 2007 — 2010
MBA, Business Admin, Conflict Resolution
Angelo State University 1989 — 1993
BBA, Bus Admin, Finance, Mgmt, Acct
Denison
DRS Power Technology, Inc. September 2015 - Present
L-3 Communications December 2004 - Present
BBVA Compass October 2001 - December 2004
Williams Financial Group June 2000 - October 2002
Gallagher Financial Group December 1999 - October 2001
AXA Advisors June 1999 - December 1999
Norwest Financial 1993 - 1998
Skills
Earned Value Management, Six Sigma, Customer Service, Conflict Resolution, Cost Account Management, Budgeting, Forecasting, Cash Flow Management, SAP, FAR, Aerospace, Budgets, Cash Flow, DoD, Government, Government Contracting, Management, Program Management, Proposal Writing, Strategic Financial..., Risk Management, Training, Analysis, Cost Accounting, Finance, Financial Planning
Education
Tarleton State University 2007 — 2010
MBA, Business Admin, Conflict Resolution
Angelo State University 1989 — 1993
BBA, Bus Admin, Finance, Mgmt, Acct
Denison
Ben Vossler's AXA Advisors Experience September 2012 - January 2014
Job Marketing and Operations at A & B Lawn and Garden
Industry Consumer Goods
Experience
A & B Lawn and Garden March 2014 - Present
AXA Advisors September 2012 - January 2014
Vossler & Ronstadt Law Group, LLC April 2011 - April 2012
Skills
Public Relations, Marketing, Business Planning, Analysis, Networking, Strategic Planning, Sales, Small Business, Public Speaking, Customer Service, Photography, Microsoft Excel, Leadership, Social Networking, Social Media, Marketing Strategy, Team Building, Social Media Marketing, Training, Business Development, Sales Management, Online Marketing
Education
Arizona State University College of Law 2008 — 2010
Doctor of Law (J.D.), Law
Arizona State University 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Printmaking, Photography
A & B Lawn and Garden March 2014 - Present
AXA Advisors September 2012 - January 2014
Vossler & Ronstadt Law Group, LLC April 2011 - April 2012
Skills
Public Relations, Marketing, Business Planning, Analysis, Networking, Strategic Planning, Sales, Small Business, Public Speaking, Customer Service, Photography, Microsoft Excel, Leadership, Social Networking, Social Media, Marketing Strategy, Team Building, Social Media Marketing, Training, Business Development, Sales Management, Online Marketing
Education
Arizona State University College of Law 2008 — 2010
Doctor of Law (J.D.), Law
Arizona State University 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Printmaking, Photography
marco montez's AXA Advisors Experience March 2008 - April 2014
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2008 - April 2014
Skills
Investments, Securities, Retirement Planning
Education
Arizona State University 1982 — 1984
General Business, Finance, General
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2008 - April 2014
Skills
Investments, Securities, Retirement Planning
Education
Arizona State University 1982 — 1984
General Business, Finance, General
John Vander Ploeg John Vander Ploeg's AXA Advisors Experience August 2012 - April 2015
Job Financial Representative
Industry Financial Services
Experience
AXA Advisors August 2012 - April 2015
North Star Resource Group April 2011 - July 2012
Walker Financial June 2010 - February 2011
Sigma Pi Fraternity December 2008 - November 2009
Pella Windows and Doors May 2007 - August 2009
The Broadmoor May 2005 - August 2006
Skills
Comprehensive Wealth..., Series 7, Series 66, Life Insurance, Long Term Disability..., Budgeting, Asset Managment, Customer Relations, Investments, Securities, Microsoft Office, Financial Needs Analysis
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor of Science, Finance
AXA Advisors August 2012 - April 2015
North Star Resource Group April 2011 - July 2012
Walker Financial June 2010 - February 2011
Sigma Pi Fraternity December 2008 - November 2009
Pella Windows and Doors May 2007 - August 2009
The Broadmoor May 2005 - August 2006
Skills
Comprehensive Wealth..., Series 7, Series 66, Life Insurance, Long Term Disability..., Budgeting, Asset Managment, Customer Relations, Investments, Securities, Microsoft Office, Financial Needs Analysis
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor of Science, Finance
Nathaniel Ramirez Nathaniel Ramirez's AXA Advisors Experience May 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Shiloh House January 2013 - March 2014
Word of Life Christian Center January 2004 - December 2012
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's Degree, Business/Corporate Communications
Berean School of the Bible 2008 — 2010
Church Leadership
Arapahoe Community College 2006 — 2008
Business/Corporate Communications
Heritage Highschool
AXA Advisors May 2014 - Present
Shiloh House January 2013 - March 2014
Word of Life Christian Center January 2004 - December 2012
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's Degree, Business/Corporate Communications
Berean School of the Bible 2008 — 2010
Church Leadership
Arapahoe Community College 2006 — 2008
Business/Corporate Communications
Heritage Highschool
Joshua Cohen Joshua Cohen's AXA Advisors Experience August 2005 - December 2006
Job Owner at Cameron Shea Pet Co., LLC
Industry Wholesale
Experience
Cameron Shea Pet Co., LLC March 2014 - Present
Long Island Lightning February 2010 - Present
ASI System Integration December 2012 - March 2014
ASI System Integration August 2011 - December 2012
DMS Technology March 2011 - July 2011
Plainview Old Bethpage JFK HS November 2007 - February 2011
Ralph's Italian Ices March 2000 - October 2008
Cheeburger Cheeburger January 2007 - January 2008
AXA Advisors August 2005 - December 2006
Skills
Cloud Computing, Managed Services, Hosted Services, Office 365, Enterprise Software, Microsoft Office, Sales, Team Leadership, SaaS, Account Management, Networking, Microsoft Exchange, Disaster Recovery, Marketing, Budgets, Channel, CRM, Data Center, Program Management, Virtualization, Sales Process, Leadership, Entrepreneurship, Professional Services, Integration, Lead Generation
Education
Arizona State University 2001 — 2005
BS, Small Business Sales/Marketing
Arizona State University, W. P. Carey School of Business 2001 — 2005
BS, Small Business Sales and Marketing
Cameron Shea Pet Co., LLC March 2014 - Present
Long Island Lightning February 2010 - Present
ASI System Integration December 2012 - March 2014
ASI System Integration August 2011 - December 2012
DMS Technology March 2011 - July 2011
Plainview Old Bethpage JFK HS November 2007 - February 2011
Ralph's Italian Ices March 2000 - October 2008
Cheeburger Cheeburger January 2007 - January 2008
AXA Advisors August 2005 - December 2006
Skills
Cloud Computing, Managed Services, Hosted Services, Office 365, Enterprise Software, Microsoft Office, Sales, Team Leadership, SaaS, Account Management, Networking, Microsoft Exchange, Disaster Recovery, Marketing, Budgets, Channel, CRM, Data Center, Program Management, Virtualization, Sales Process, Leadership, Entrepreneurship, Professional Services, Integration, Lead Generation
Education
Arizona State University 2001 — 2005
BS, Small Business Sales/Marketing
Arizona State University, W. P. Carey School of Business 2001 — 2005
BS, Small Business Sales and Marketing
Mike Ligons Mike Ligons's AXA Advisors Experience March 2011 - March 2013
Job CEO, Founder
Industry Nonprofit Organization Management
Experience
Live Your Dream Network March 2013 - Present
AXA Advisors March 2011 - March 2013
Deutsche Bank June 2004 - March 2009
Skills
Microsoft Excel, Leadership Development, Employee Training, Executive Coaching, Public Speaking, Marketing Strategy
Education
Morehouse College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anne Arundel Community College 1999 — 2001
Live Your Dream Network March 2013 - Present
AXA Advisors March 2011 - March 2013
Deutsche Bank June 2004 - March 2009
Skills
Microsoft Excel, Leadership Development, Employee Training, Executive Coaching, Public Speaking, Marketing Strategy
Education
Morehouse College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anne Arundel Community College 1999 — 2001
Zak Hayden Zak Hayden's AXA Advisors Experience July 2011 - May 2014
Job Director of Financial Strategies at Southwest Wealth Strategies
Industry Financial Services
Experience
Southwest Wealth Strategies June 2014 - Present
AXA Advisors July 2011 - May 2014
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Investments, Retirement Income..., Insurance Planning, Fixed Annuities
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance, Certificate in International Business
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
Bachelor of Science, Finance, Certificate in International Business
Southwest Wealth Strategies June 2014 - Present
AXA Advisors July 2011 - May 2014
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Investments, Retirement Income..., Insurance Planning, Fixed Annuities
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance, Certificate in International Business
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
Bachelor of Science, Finance, Certificate in International Business
D. Lyle Phillips's AXA Advisors Experience 2013 - March 2014
Job Registered Representative Primerica
Industry Financial Services
Experience
Primerica Financial Services June 2015 - Present
Aflac July 2014 - June 2015
AXA Advisors 2013 - March 2014
Novadebt February 2009 - May 2013
Gibbs College March 2003 - September 2008
Career Education Corporation 2006 - 2008
Skills
Finance, Program Management, Wealth Management, Student Affairs, Microsoft Office, Financial Analysis, Risk Management, Strategic Planning, Nonprofits, Psychotherapy, Financial Advisory, Mortgage Lending, Risk Management..., Credit
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Economy
American InterContinental University
Master of Arts (M.A.), Eductional Leadership
Primerica Financial Services June 2015 - Present
Aflac July 2014 - June 2015
AXA Advisors 2013 - March 2014
Novadebt February 2009 - May 2013
Gibbs College March 2003 - September 2008
Career Education Corporation 2006 - 2008
Skills
Finance, Program Management, Wealth Management, Student Affairs, Microsoft Office, Financial Analysis, Risk Management, Strategic Planning, Nonprofits, Psychotherapy, Financial Advisory, Mortgage Lending, Risk Management..., Credit
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Economy
American InterContinental University
Master of Arts (M.A.), Eductional Leadership
Whitney Lawrence Whitney Lawrence's AXA Advisors Experience June 2014 - June 2015
Job Recruiting Coordinator at Amazon
Industry Human Resources
Experience
Amazon August 2015 - Present
AXA Advisors June 2014 - June 2015
AXA Advisors May 2014 - June 2014
The Lodge April 2013 - June 2014
JOEY Restaurant Group April 2011 - October 2012
Nordstrom September 2010 - April 2011
Skills
Talent Acquisition, Digital..., Corporate Events, Media Relations, Team Leadership, Research Target Market, Identify Industry Trends
Education
Arizona State University 2013 — 2014
Bachelor of Science (B.S.), Business and Leadership and Ethics
Central Washington University 2008 — 2010
Business Marketing
West Valley High School 2003 — 2007
High School, General
Amazon August 2015 - Present
AXA Advisors June 2014 - June 2015
AXA Advisors May 2014 - June 2014
The Lodge April 2013 - June 2014
JOEY Restaurant Group April 2011 - October 2012
Nordstrom September 2010 - April 2011
Skills
Talent Acquisition, Digital..., Corporate Events, Media Relations, Team Leadership, Research Target Market, Identify Industry Trends
Education
Arizona State University 2013 — 2014
Bachelor of Science (B.S.), Business and Leadership and Ethics
Central Washington University 2008 — 2010
Business Marketing
West Valley High School 2003 — 2007
High School, General
Anthony Roegiers's AXA Advisors Experience May 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Dish, A Restaurant December 2014 - Present
TransPerfect August 2013 - December 2014
Legends Hospitality March 2013 - August 2013
Positive Impact Partners January 2013 - August 2013
Advocare October 2009 - October 2011
Parisi Speed School September 2009 - May 2010
RE/MAX of Reading September 2009 - May 2010
Skills
Marketing, Leadership, Sales, Customer Service, Sports Management, Entrepreneurship, Time Management, Microsoft Office, Social Media, Social Networking, Sports, Sports Marketing, Personal Training, Baseball, Microsoft Excel, Social Media Marketing, Facebook, Fitness, Public Relations, Advertising, Public Speaking, Account Management, Cold Calling, Fundraising, Sponsorship, Event Management, Ticket Sales, Athletics, Teamwork, Marketing Strategy, Sponsorship Sales
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Alvernia College 2008 — 2012
Bachelor of Arts (BA), Business Management/Sport Management
Marlboro High School 2004 — 2008
AXA Advisors May 2015 - Present
Dish, A Restaurant December 2014 - Present
TransPerfect August 2013 - December 2014
Legends Hospitality March 2013 - August 2013
Positive Impact Partners January 2013 - August 2013
Advocare October 2009 - October 2011
Parisi Speed School September 2009 - May 2010
RE/MAX of Reading September 2009 - May 2010
Skills
Marketing, Leadership, Sales, Customer Service, Sports Management, Entrepreneurship, Time Management, Microsoft Office, Social Media, Social Networking, Sports, Sports Marketing, Personal Training, Baseball, Microsoft Excel, Social Media Marketing, Facebook, Fitness, Public Relations, Advertising, Public Speaking, Account Management, Cold Calling, Fundraising, Sponsorship, Event Management, Ticket Sales, Athletics, Teamwork, Marketing Strategy, Sponsorship Sales
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Alvernia College 2008 — 2012
Bachelor of Arts (BA), Business Management/Sport Management
Marlboro High School 2004 — 2008
Taylor Wiltsie's AXA Advisors Experience January 2013 - May 2013
Job Inventory Control Analyst at Hensley Beverage Company
Industry Logistics and Supply Chain
Experience
Hensley Beverage Company September 2014 - Present
Taylor's Tots Swim Lessons April 2011 - Present
Blue Buffalo Co May 2014 - October 2014
PetSmart May 2013 - August 2013
AXA Advisors January 2013 - May 2013
Skills
Customer Service, Analytics, Microsoft Office, Sustainability, Multimedia, Energy, Problem Solving, Finance, Leadership, Microsoft Excel, SAP, Supply Chain Management, CRM, Analysis, Data Analysis, Strategic Planning, Project Management, Supply Chain, Social Networking, Process Improvement, Public Speaking, Team Leadership, Budgets, Teamwork, Entrepreneurship, PowerPoint, Negotiation, Vendor Management, Inventory Management, Risk Management, Outlook, Training, Editing, Retail, Marketing, Advertising, Forecasting, Sales, Market Research, Merchandising, Inventory Control, Start-ups
Education
Arizona State University 2010 — 2013
Business Supply Chain and Sustainability
Arizona State University, W. P. Carey School of Business 2010 — 2013
Business Sustainability / Supply Chain, International Business Certificiate
Hensley Beverage Company September 2014 - Present
Taylor's Tots Swim Lessons April 2011 - Present
Blue Buffalo Co May 2014 - October 2014
PetSmart May 2013 - August 2013
AXA Advisors January 2013 - May 2013
Skills
Customer Service, Analytics, Microsoft Office, Sustainability, Multimedia, Energy, Problem Solving, Finance, Leadership, Microsoft Excel, SAP, Supply Chain Management, CRM, Analysis, Data Analysis, Strategic Planning, Project Management, Supply Chain, Social Networking, Process Improvement, Public Speaking, Team Leadership, Budgets, Teamwork, Entrepreneurship, PowerPoint, Negotiation, Vendor Management, Inventory Management, Risk Management, Outlook, Training, Editing, Retail, Marketing, Advertising, Forecasting, Sales, Market Research, Merchandising, Inventory Control, Start-ups
Education
Arizona State University 2010 — 2013
Business Supply Chain and Sustainability
Arizona State University, W. P. Carey School of Business 2010 — 2013
Business Sustainability / Supply Chain, International Business Certificiate
Randall Steckler Randall Steckler's AXA Advisors Experience September 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Empire Fresh LLC July 2010 - February 2012
Countrywide Home Loans September 2004 - September 2008
Lifestyle Lending Group May 2002 - August 2003
Skills
Sales, New Business Development, Management
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
Masters in Business Administration, Operations/Logistics
Pitzer College 1980 — 1984
BA, History and Political Science
AXA Advisors September 2012 - Present
Empire Fresh LLC July 2010 - February 2012
Countrywide Home Loans September 2004 - September 2008
Lifestyle Lending Group May 2002 - August 2003
Skills
Sales, New Business Development, Management
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
Masters in Business Administration, Operations/Logistics
Pitzer College 1980 — 1984
BA, History and Political Science
Jeff Bunker Jeff Bunker's AXA Advisors Experience August 2014 - Present
Job Internship at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
Red Mountain Ranch Country Club May 2009 - Present
Red Mountain High School October 2011 - February 2012
ADT April 2010 - August 2011
Skills
Critical Thinking, Active Listening, Social Skills, Teamwork, Team Leadership, Decision Making
Education
Arizona State University 2012 — 2014
Bachelor of Interdisciplinary Studies, Business Administration and Management, General
AXA Advisors August 2014 - Present
Red Mountain Ranch Country Club May 2009 - Present
Red Mountain High School October 2011 - February 2012
ADT April 2010 - August 2011
Skills
Critical Thinking, Active Listening, Social Skills, Teamwork, Team Leadership, Decision Making
Education
Arizona State University 2012 — 2014
Bachelor of Interdisciplinary Studies, Business Administration and Management, General
Jared Shahon Jared Shahon's AXA Advisors Experience February 2014 - May 2014
Job Account Manager at CloudBlue Technologies, an Ingram Micro company
Industry Financial Services
Experience
CloudBlue Technologies, an Ingram Micro company May 2014 - Present
AXA Advisors February 2014 - May 2014
DW Sports Management March 2013 - April 2014
Mesa Airlines May 2013 - August 2013
Shahon's Shoes 2005 - 2012
Desert Urology Consultants June 2011 - August 2011
Wells Fargo Advisors July 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Strategic Planning, Customer Service, Entrepreneurship, Financial Analysis, Online Marketing, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Arcadia High School 2005 — 2009
CloudBlue Technologies, an Ingram Micro company May 2014 - Present
AXA Advisors February 2014 - May 2014
DW Sports Management March 2013 - April 2014
Mesa Airlines May 2013 - August 2013
Shahon's Shoes 2005 - 2012
Desert Urology Consultants June 2011 - August 2011
Wells Fargo Advisors July 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Strategic Planning, Customer Service, Entrepreneurship, Financial Analysis, Online Marketing, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Arcadia High School 2005 — 2009
Yelena Janis Yelena Janis's AXA Advisors Experience July 2013 - Present
Job Analyst
Industry International Trade and Development
Experience
AXA Advisors July 2013 - Present
Children's Hospital of WI July 2009 - 2014
Tilt Theory August 2011 - November 2012
St. Anne’s Salvadorian Campus March 2007 - May 2009
Froedtert Hospital March 2008 - June 2008
Skills
Business Development, International Business, International Trade, Financial Analysis, Investments, Customer Service, International Marketing, Financial Services, Financial Risk, Management, Training, Non-profits..., 403(b), Risk Management, Fixed Annuities, Insurance, Retirement Benefits, Financial Markets, Asset Allocation, Performance Measuring, Report Writing
Education
UW Milwaukee 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, International Business, 3.0
Guangxi Normal University 2011 — 2011
Chinese Language and Culture, 3.33
Wauwatosa East High School 2004 — 2008
3.0+
Dutch Course Amsterdam
Dutch Language Certificate
Simplilearn
Green Belt, Lean Six Sigma
AXA Advisors July 2013 - Present
Children's Hospital of WI July 2009 - 2014
Tilt Theory August 2011 - November 2012
St. Anne’s Salvadorian Campus March 2007 - May 2009
Froedtert Hospital March 2008 - June 2008
Skills
Business Development, International Business, International Trade, Financial Analysis, Investments, Customer Service, International Marketing, Financial Services, Financial Risk, Management, Training, Non-profits..., 403(b), Risk Management, Fixed Annuities, Insurance, Retirement Benefits, Financial Markets, Asset Allocation, Performance Measuring, Report Writing
Education
UW Milwaukee 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, International Business, 3.0
Guangxi Normal University 2011 — 2011
Chinese Language and Culture, 3.33
Wauwatosa East High School 2004 — 2008
3.0+
Dutch Course Amsterdam
Dutch Language Certificate
Simplilearn
Green Belt, Lean Six Sigma
Yue (Fiona) Kang Yue (Fiona) Kang's AXA Advisors Experience June 2006 - September 2007
Job Higher Educational, Independent Writer, Translator
Industry Marketing and Advertising
Experience
San Francisco State University May 2015 - Present
multi August 2003 - Present
CSU East Bay, International Admission Office September 2007 - June 2013
California State University, East Bay January 2012 - March 2012
Law Firm March 2008 - June 2008
AXA Advisors June 2006 - September 2007
Sichuan Normal University September 2004 - June 2005
Sichuan Education TV, Chengdu Minjiang Music Radio June 1998 - March 2005
Provincial Board of Education July 2004 - August 2004
Skills
Data Analysis, Research, Teaching, Microsoft Office, Training, Fundraising, Staff Development, Social Media Marketing, Social Networking, PeopleSoft, Customer Service, Writing, Social Media
Education
California State University-East Bay 2011 — 2015
Graduating with M.A., Communication
California State University-East Bay 2009 — 2011
M.A Classes, Economics
California State University-East Bay 2006 — 2008
Bachelor of Arts (B.A.), Philosophy
Sichuan Normal University 2004 — 2005
Pursuing B.A before transferring, English
CDFLS
High School
San Francisco State University May 2015 - Present
multi August 2003 - Present
CSU East Bay, International Admission Office September 2007 - June 2013
California State University, East Bay January 2012 - March 2012
Law Firm March 2008 - June 2008
AXA Advisors June 2006 - September 2007
Sichuan Normal University September 2004 - June 2005
Sichuan Education TV, Chengdu Minjiang Music Radio June 1998 - March 2005
Provincial Board of Education July 2004 - August 2004
Skills
Data Analysis, Research, Teaching, Microsoft Office, Training, Fundraising, Staff Development, Social Media Marketing, Social Networking, PeopleSoft, Customer Service, Writing, Social Media
Education
California State University-East Bay 2011 — 2015
Graduating with M.A., Communication
California State University-East Bay 2009 — 2011
M.A Classes, Economics
California State University-East Bay 2006 — 2008
Bachelor of Arts (B.A.), Philosophy
Sichuan Normal University 2004 — 2005
Pursuing B.A before transferring, English
CDFLS
High School
Laci Langston's AXA Advisors Experience September 2014 - Present
Job Event Coordinator & EVP Exec. Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Explosion Sportswear January 2011 - September 2014
Kalliope-Undergraduate online literary magazine August 2010 - December 2010
Skills
Creative Writing, Fiction Writing, Non-fiction, Fashion, Blogging, Social Networking, Customer Service, Cold Calling, Organization, Email Marketing, Marketing, Public Relations, Photography, Graphic Design, Creative Direction, Sales, Interviews, Management, Social Media, Social Media Marketing, Facebook, Microsoft Office, Event Planning, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Marketing Strategy
Education
Arizona State University 2006 — 2010
Bachelor's degree, English/Creative Writing
Pinnacle High School
Diploma
AXA Advisors September 2014 - Present
Explosion Sportswear January 2011 - September 2014
Kalliope-Undergraduate online literary magazine August 2010 - December 2010
Skills
Creative Writing, Fiction Writing, Non-fiction, Fashion, Blogging, Social Networking, Customer Service, Cold Calling, Organization, Email Marketing, Marketing, Public Relations, Photography, Graphic Design, Creative Direction, Sales, Interviews, Management, Social Media, Social Media Marketing, Facebook, Microsoft Office, Event Planning, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Marketing Strategy
Education
Arizona State University 2006 — 2010
Bachelor's degree, English/Creative Writing
Pinnacle High School
Diploma
John Maalouf Kassouf John Maalouf Kassouf's AXA Advisors Experience January 2014 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
Importadora Byblos Cia. Ltda. April 2011 - January 2014
Freddie Mac September 2006 - February 2011
Inter American Development Bank May 2006 - July 2006
The George Washington University August 2004 - July 2006
Skills
Investment Planning, Insurance Planning..., Retirement Planning..., Risk Management, Wealth Preservation..., Tax-efficient Investing..., Wealth Management
Education
The George Washington University - School of Business 2004 — 2006
Master of Science, Finance
American University of Beirut 2000 — 2004
BBA, Business, Concentration in Finance
AXA Advisors January 2014 - Present
Importadora Byblos Cia. Ltda. April 2011 - January 2014
Freddie Mac September 2006 - February 2011
Inter American Development Bank May 2006 - July 2006
The George Washington University August 2004 - July 2006
Skills
Investment Planning, Insurance Planning..., Retirement Planning..., Risk Management, Wealth Preservation..., Tax-efficient Investing..., Wealth Management
Education
The George Washington University - School of Business 2004 — 2006
Master of Science, Finance
American University of Beirut 2000 — 2004
BBA, Business, Concentration in Finance
Jamie Rayroux Jamie Rayroux's AXA Advisors Experience April 2005 - December 2005
Job Colorado State University
Industry Public Safety
Experience
Colorado State University July 2013 - Present
Roving Gypsy Kitchen November 2012 - June 2013
The City of Buckeye January 2007 - September 2012
JPMorgan Chase December 2005 - January 2007
AXA Advisors April 2005 - December 2005
Skills
Food Allergies, Food Sensitivities, Celiac Disease, Gluten Free, Gluten Intolerance, Human Nutrition, Vegetarian Nutrition, Public Speaking, Organizational..., Customer Satisfaction, Customer Service, Sales, Sales Management, Direct Sales, Direct Marketing, Writing, Creative Writing, Training, Strategic Planning, Team Leadership, Teamwork, Defensive Driving, Interdepartmental..., Crisis Management, Crisis Stabilization, Crisis Situations, Driving Performance, Public Safety, Investigation, Criminal Investigations, Public Relations, Report Writing, Series 7, Series 66, Investment Advisory, Retirement Planning, Qualified Retirement..., Stock Market, Mutual Funds, Fixed Annuities, Variable Annuities, Variable Life, Whole Life, Universal Life, Investment Brokerage, Term Life Insurance, Life Insurance, Grant Writing, IRAs, Roth IRA
Education
Arizona State University 1996 — 2001
Chemistry
The University of New Mexico 1995 — 1996
Music
Red Mountain High School, Mesa AZ 1994 — 1995
Manzano High School, Albuquerque, NM 1991 — 1995
Colorado State University July 2013 - Present
Roving Gypsy Kitchen November 2012 - June 2013
The City of Buckeye January 2007 - September 2012
JPMorgan Chase December 2005 - January 2007
AXA Advisors April 2005 - December 2005
Skills
Food Allergies, Food Sensitivities, Celiac Disease, Gluten Free, Gluten Intolerance, Human Nutrition, Vegetarian Nutrition, Public Speaking, Organizational..., Customer Satisfaction, Customer Service, Sales, Sales Management, Direct Sales, Direct Marketing, Writing, Creative Writing, Training, Strategic Planning, Team Leadership, Teamwork, Defensive Driving, Interdepartmental..., Crisis Management, Crisis Stabilization, Crisis Situations, Driving Performance, Public Safety, Investigation, Criminal Investigations, Public Relations, Report Writing, Series 7, Series 66, Investment Advisory, Retirement Planning, Qualified Retirement..., Stock Market, Mutual Funds, Fixed Annuities, Variable Annuities, Variable Life, Whole Life, Universal Life, Investment Brokerage, Term Life Insurance, Life Insurance, Grant Writing, IRAs, Roth IRA
Education
Arizona State University 1996 — 2001
Chemistry
The University of New Mexico 1995 — 1996
Music
Red Mountain High School, Mesa AZ 1994 — 1995
Manzano High School, Albuquerque, NM 1991 — 1995
Ryan (Yuhui) Ren Ryan (Yuhui) Ren's AXA Advisors Experience August 2012 - December 2012
Job Analyst at Renewable Texas Energy Regional Center, LLC
Industry Financial Services
Experience
Renewable Texas Energy Regional Center, LLC June 2014 - May 2015
Siemens Industry US June 2013 - December 2013
University of Texas at Dallas January 2013 - June 2013
AXA Advisors August 2012 - December 2012
John G. Hirschy & Associates, Inc. May 2012 - August 2012
Industrial and Commercial Bank of China June 2010 - August 2010
Skills
Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Analysis, Bloomberg, Financial Modeling, Access, PowerPoint, Finance, Microsoft Office, Microsoft Word, Valuation, Economics, Equity Research, Leadership, Capital IQ, Bloomberg Terminal, Financial Accounting, Financial Statement..., Econometrics, Statistics, Business Valuation, Financial Reporting
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Finance, 3.8
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting, 3.5
University of Indianapolis 2009 — 2011
Bachelor of Science (B.S.), Finance, General, 3.5
Ningbo Institute of Technology, Zhejiang University 2007 — 2009
Bachelor of Science (BS), Finance, General, 3.6
Renewable Texas Energy Regional Center, LLC June 2014 - May 2015
Siemens Industry US June 2013 - December 2013
University of Texas at Dallas January 2013 - June 2013
AXA Advisors August 2012 - December 2012
John G. Hirschy & Associates, Inc. May 2012 - August 2012
Industrial and Commercial Bank of China June 2010 - August 2010
Skills
Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Analysis, Bloomberg, Financial Modeling, Access, PowerPoint, Finance, Microsoft Office, Microsoft Word, Valuation, Economics, Equity Research, Leadership, Capital IQ, Bloomberg Terminal, Financial Accounting, Financial Statement..., Econometrics, Statistics, Business Valuation, Financial Reporting
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Finance, 3.8
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting, 3.5
University of Indianapolis 2009 — 2011
Bachelor of Science (B.S.), Finance, General, 3.5
Ningbo Institute of Technology, Zhejiang University 2007 — 2009
Bachelor of Science (BS), Finance, General, 3.6
Aiwei Deng Aiwei Deng's AXA Advisors Experience January 2011 - June 2011
Job Procurement Analyst Onsite Rep (China) at Pratt & Whitney
Industry Logistics and Supply Chain
Experience
Pratt & Whitney August 2014 - April 2015
United Technologies - Pratt & Whitney February 2012 - July 2014
AXA Advisors January 2011 - June 2011
Sun Stone, LLC July 2010 - June 2011
Skills
Process Improvement, Cross-functional Team..., Project Management, Customer Service, Six Sigma, Logistics, Data Analysis, Marketing, Microsoft Office, Supply Chain Management, Leadership, Continuous Improvement, Supply Chain, Procurement, SAP
Education
Boston University 2013 — 2014
Graduate Certificate, Project Management
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS Marketing, BS Supply Chain Management
East China Normal University 2010 — 2010
Study Abroad, Language, Business and Culture
University of Virginia 2008 — 2008
Study Abroad, Semester At Sea
Pratt & Whitney August 2014 - April 2015
United Technologies - Pratt & Whitney February 2012 - July 2014
AXA Advisors January 2011 - June 2011
Sun Stone, LLC July 2010 - June 2011
Skills
Process Improvement, Cross-functional Team..., Project Management, Customer Service, Six Sigma, Logistics, Data Analysis, Marketing, Microsoft Office, Supply Chain Management, Leadership, Continuous Improvement, Supply Chain, Procurement, SAP
Education
Boston University 2013 — 2014
Graduate Certificate, Project Management
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS Marketing, BS Supply Chain Management
East China Normal University 2010 — 2010
Study Abroad, Language, Business and Culture
University of Virginia 2008 — 2008
Study Abroad, Semester At Sea
Jake Pennell, MBA Jake Pennell, MBA's AXA Advisors Experience 2002 - 2004
Job Senior Sales Consultant at SolarCity
Industry Renewables & Environment
Experience
Gartner March 2012 - June 2013
Swift Transportation (Interstate Equipment Leasing) 2006 - 2012
Vanguard 2003 - 2005
AXA Advisors 2002 - 2004
Bank of America January 1998 - August 2000
Skills
Financial Analysis, Customer Relations, Strategic Planning, Account Management, Administration, Banking, Change Management, Financial Planning, Hiring, Insurance, Kaizen, Team Leadership, Lotus Notes, Mentoring, New Business Development, Microsoft Office, Operations Management, PowerPoint, Problem Solving, Underwriting, Technology, IT Strategy, IT Solutions, Information Technology, Information Technology..., Investment Advisory, Investment Management, Investment Portfolio, Strategic Financial..., Sales, Enterprise Software, CRM, Consulting, Customer Service, Finance, Process Improvement, Leadership, Strategy
Education
Colorado State University 2008 — 2011
MBA, Business Administration
The American College
Certified Financial Planner, Financial Planning and Services
Arizona State University 1998 — 2002
BS, Finance / Global Business
Gartner March 2012 - June 2013
Swift Transportation (Interstate Equipment Leasing) 2006 - 2012
Vanguard 2003 - 2005
AXA Advisors 2002 - 2004
Bank of America January 1998 - August 2000
Skills
Financial Analysis, Customer Relations, Strategic Planning, Account Management, Administration, Banking, Change Management, Financial Planning, Hiring, Insurance, Kaizen, Team Leadership, Lotus Notes, Mentoring, New Business Development, Microsoft Office, Operations Management, PowerPoint, Problem Solving, Underwriting, Technology, IT Strategy, IT Solutions, Information Technology, Information Technology..., Investment Advisory, Investment Management, Investment Portfolio, Strategic Financial..., Sales, Enterprise Software, CRM, Consulting, Customer Service, Finance, Process Improvement, Leadership, Strategy
Education
Colorado State University 2008 — 2011
MBA, Business Administration
The American College
Certified Financial Planner, Financial Planning and Services
Arizona State University 1998 — 2002
BS, Finance / Global Business
Jake Morgenstern's AXA Advisors Experience March 2014 - May 2014
Job Arizona State University
Industry Logistics and Supply Chain
Experience
Alstom Grid February 2015 - September 2015
Garber Bros. Inc May 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Logistics Management, Logistics, Supply Chain Management, Microsoft Excel, Leadership, PowerPoint, Event Planning, Social Networking, Social Media Marketing, Customer Service, Social Media, Teamwork, Marketing, Sales, Marketing Strategy, Analysis
Education
Arizona State University 2011 — 2015
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Brookline High School 2007 — 2011
Alstom Grid February 2015 - September 2015
Garber Bros. Inc May 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Logistics Management, Logistics, Supply Chain Management, Microsoft Excel, Leadership, PowerPoint, Event Planning, Social Networking, Social Media Marketing, Customer Service, Social Media, Teamwork, Marketing, Sales, Marketing Strategy, Analysis
Education
Arizona State University 2011 — 2015
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Brookline High School 2007 — 2011
Erin Hershey Erin Hershey's AXA Advisors Experience September 2007 - July 2008
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2008 - Present
AXA Advisors September 2007 - July 2008
Coast to Coast Mortgage April 2004 - July 2007
Skills
Customer Service, Investments, Insurance, Financial Analysis, Financial Planning, Retirement Planning, Leadership, Series 7, Sales, Life Insurance, Financial Services, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Retirement, Microsoft Office, Fixed Annuities, Public Speaking, Marketing
Education
The American College 2014 — 2017
Chartered Financial Consultant
Liberty University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Du Bois Business College-Du Bois 1997 — 1999
Associate's degree, Executive Assistant/Executive Secretary
Northwestern Mutual August 2008 - Present
AXA Advisors September 2007 - July 2008
Coast to Coast Mortgage April 2004 - July 2007
Skills
Customer Service, Investments, Insurance, Financial Analysis, Financial Planning, Retirement Planning, Leadership, Series 7, Sales, Life Insurance, Financial Services, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Retirement, Microsoft Office, Fixed Annuities, Public Speaking, Marketing
Education
The American College 2014 — 2017
Chartered Financial Consultant
Liberty University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Du Bois Business College-Du Bois 1997 — 1999
Associate's degree, Executive Assistant/Executive Secretary
Cheryl Hammer CFP™ CLU ChFC Cheryl Hammer CFP™ CLU ChFC's AXA Advisors Experience December 1988 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) Professional at AXA Equitable Life Insurance Company (NY, NY)
Industry Financial Services
Experience
AXA Advisors December 1988 - Present
AXA Advisors 2004 - 2012
Chemical Bank December 1980 - November 1988
Skills
Financial Planning, Wealth Management, Insurance Planning, Small Business, Financial Planners, Strategic Financial..., Tax, Investments, Fixed Annuities, Retirement, Wealth, Personal Finance, Retirement Planning
Education
American University
Master of Arts, Literature
Hofstra University
The Hebrew University
English
University of Illinois at Urbana-Champaign
Bachelor of Arts, English
University of Maine at Orono
English
AXA Advisors December 1988 - Present
AXA Advisors 2004 - 2012
Chemical Bank December 1980 - November 1988
Skills
Financial Planning, Wealth Management, Insurance Planning, Small Business, Financial Planners, Strategic Financial..., Tax, Investments, Fixed Annuities, Retirement, Wealth, Personal Finance, Retirement Planning
Education
American University
Master of Arts, Literature
Hofstra University
The Hebrew University
English
University of Illinois at Urbana-Champaign
Bachelor of Arts, English
University of Maine at Orono
English
Benjamin Sobel's AXA Advisors Experience October 2011 - April 2012
Job Vice President Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
JP Morgan Chase Bank N.A. June 2013 - Present
Morgan Stanley April 2012 - May 2013
AXA Advisors October 2011 - April 2012
Rivkin Report April 2009 - April 2011
HIFX January 2007 - April 2009
Education
FINRA 2011 — 2012
Series 7, Series 66, Securities and Investment Advisor Licenses
The Training Practice 2007 — 2007
Certificate in ‘Selling Professional Services’, SALES
University of New South Wales 2006 — 2007
Masters of Commerce, Marketing
Macquarie University 2003 — 2007
Bachelor of Arts (2002, 2006
Arizona State University 2006 — 2006
BA, Study Abroad Program
Macquarie University 2002 — 2006
Bachelor of Arts, Philosophy
Reddam House 2000 — 2002
Higher School Certificate, HSC
JP Morgan Chase Bank N.A. June 2013 - Present
Morgan Stanley April 2012 - May 2013
AXA Advisors October 2011 - April 2012
Rivkin Report April 2009 - April 2011
HIFX January 2007 - April 2009
Education
FINRA 2011 — 2012
Series 7, Series 66, Securities and Investment Advisor Licenses
The Training Practice 2007 — 2007
Certificate in ‘Selling Professional Services’, SALES
University of New South Wales 2006 — 2007
Masters of Commerce, Marketing
Macquarie University 2003 — 2007
Bachelor of Arts (2002, 2006
Arizona State University 2006 — 2006
BA, Study Abroad Program
Macquarie University 2002 — 2006
Bachelor of Arts, Philosophy
Reddam House 2000 — 2002
Higher School Certificate, HSC
Heather Barniak Heather Barniak's AXA Advisors Experience August 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
Skills
Retirement Planning, Life Insurance Planning, Investment Planning, Personal Financial..., Comprehensive Planning, Long Term Care Planning, Risk Management, Pension Administration, Financial Analysis
Education
Alfred State College - SUNY College of Technology 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
AXA Advisors August 2012 - Present
Skills
Retirement Planning, Life Insurance Planning, Investment Planning, Personal Financial..., Comprehensive Planning, Long Term Care Planning, Risk Management, Pension Administration, Financial Analysis
Education
Alfred State College - SUNY College of Technology 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Luis Antonio Gonzalez Luis Antonio Gonzalez's AXA Advisors Experience June 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Cybele Capital Management September 2011 - December 2012
Banco Popular de Puerto Rico 2006 - 2010
Skills
Financial Advisory, Securities, Investments, Alternative Investments, Asset Management, Asset Allocation, Spanish, Equities, Corporate Finance, Capital Markets, Portfolio Management, Investment Strategies, Asset Managment, Financial Analysis, Series 7, Credit Analysis, Series 63, Retirement Planning, Investment Advisory, Insurance, Series 24, Series 65
Education
University of Miami - School of Business 2001 — 2004
BBA, International Finance and Marketing
IEB 2005 — 2005
Graduate Specialist in Portfolio Management, Finance
Universidad Autónoma de Madrid 2004 — 2005
Master, Banking and Financial Markets
AXA Advisors June 2013 - Present
Cybele Capital Management September 2011 - December 2012
Banco Popular de Puerto Rico 2006 - 2010
Skills
Financial Advisory, Securities, Investments, Alternative Investments, Asset Management, Asset Allocation, Spanish, Equities, Corporate Finance, Capital Markets, Portfolio Management, Investment Strategies, Asset Managment, Financial Analysis, Series 7, Credit Analysis, Series 63, Retirement Planning, Investment Advisory, Insurance, Series 24, Series 65
Education
University of Miami - School of Business 2001 — 2004
BBA, International Finance and Marketing
IEB 2005 — 2005
Graduate Specialist in Portfolio Management, Finance
Universidad Autónoma de Madrid 2004 — 2005
Master, Banking and Financial Markets
Dale Rettenmeier Dale Rettenmeier's AXA Advisors Experience February 1981 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 1981 - Present
AXA Advisors February 1981 - Present
Skills
Retirement Planning, Financial Planning, College Education..., Life Insurance Analysis, Investment Analysis
Education
AIB College of Business 1977 — 1979
2 Year Associate Degree, Business Management/Accounting
Beckman HS
AXA Advisors February 1981 - Present
AXA Advisors February 1981 - Present
Skills
Retirement Planning, Financial Planning, College Education..., Life Insurance Analysis, Investment Analysis
Education
AIB College of Business 1977 — 1979
2 Year Associate Degree, Business Management/Accounting
Beckman HS
Kristine Long's AXA Advisors Experience September 2014 - Present
Job Executive Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
University of Rochester Medical Center October 2012 - September 2014
University of Rochester June 2010 - September 2012
University of Rochester Medical Center March 2002 - June 2010
Emery Worldwide October 1997 - December 2001
Skills
Event Planning, Microsoft Office, Program Management, Data Analysis, Research, Nonprofits, Higher Education, Healthcare, Community Outreach, Microsoft Word, Public Speaking, Policy, Microsoft Excel
Education
Alfred State College - SUNY College of Technology 1987 — 1989
Associate of Arts and Sciences (AAS), Business Administration and Management, General
AXA Advisors September 2014 - Present
University of Rochester Medical Center October 2012 - September 2014
University of Rochester June 2010 - September 2012
University of Rochester Medical Center March 2002 - June 2010
Emery Worldwide October 1997 - December 2001
Skills
Event Planning, Microsoft Office, Program Management, Data Analysis, Research, Nonprofits, Higher Education, Healthcare, Community Outreach, Microsoft Word, Public Speaking, Policy, Microsoft Excel
Education
Alfred State College - SUNY College of Technology 1987 — 1989
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Gershom Koomson's AXA Advisors Experience July 2012 - August 2012
Job Intern at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners June 2013 - August 2013
AXA Advisors July 2012 - August 2012
Hospital for Sick Children with Special Needs June 2011 - August 2011
West African Aids Foundation August 2009 - August 2009
Skills
French Fluency, Calculus, Statistics, Financial Accounting, Microsoft Office, Mathematical Modeling, Data Analysis, Market Research, Leadership
Education
Amherst College 2010 — 2014
St. Albans School 2001 — 2010
Stone Harbor Investment Partners June 2013 - August 2013
AXA Advisors July 2012 - August 2012
Hospital for Sick Children with Special Needs June 2011 - August 2011
West African Aids Foundation August 2009 - August 2009
Skills
French Fluency, Calculus, Statistics, Financial Accounting, Microsoft Office, Mathematical Modeling, Data Analysis, Market Research, Leadership
Education
Amherst College 2010 — 2014
St. Albans School 2001 — 2010
Debra Strebel's AXA Advisors Experience January 2010 - May 2010
Job Cofounder, Manager of Business Development at Lee Alexander & Company
Industry Luxury Goods & Jewelry
Experience
Lee Alexander & Company February 2013 - Present
Justin J. Spraker and Associates December 2011 - February 2013
The Strebel Planning Group 2007 - January 2012
AXA Advisors January 2010 - May 2010
Education
Alfred State College - SUNY College of Technology 2007 — 2009
Lee Alexander & Company February 2013 - Present
Justin J. Spraker and Associates December 2011 - February 2013
The Strebel Planning Group 2007 - January 2012
AXA Advisors January 2010 - May 2010
Education
Alfred State College - SUNY College of Technology 2007 — 2009
Christine Zhu's AXA Advisors Experience January 2012 - March 2012
Job Financial Analyst Internship truTV at Turner Broadcasting
Industry Financial Services
Experience
Turner Broadcasting April 2012 - November 2012
AXA Advisors January 2012 - March 2012
China Merchants Bank December 2011 - January 2012
Tianjin Elite Education Consulting Company July 2009 - June 2010
Skills
Financial Modeling, Financial Analysis
Education
Pace University - Lubin School of Business 2010 — 2013
MBA
Tianjin University of Technology 2005 — 2008
BA
Turner Broadcasting April 2012 - November 2012
AXA Advisors January 2012 - March 2012
China Merchants Bank December 2011 - January 2012
Tianjin Elite Education Consulting Company July 2009 - June 2010
Skills
Financial Modeling, Financial Analysis
Education
Pace University - Lubin School of Business 2010 — 2013
MBA
Tianjin University of Technology 2005 — 2008
BA
Michael Wollin Michael Wollin's AXA Advisors Experience September 2006 - August 2010
Job Associate Officer SubAdvisory Services at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2014 - Present
AXA Equitable August 2010 - March 2014
AXA Advisors September 2006 - August 2010
AXA Equitable June 2005 - August 2005
Sea Cliff Yacht Club June 2001 - August 2004
Skills
Sales, Investments, Retirement Planning, Portfolio Management, Variable Annuities, Public Speaking, Strategic Financial..., 401k, Life Insurance, Asset Management, Insurance, Series 7, Series 63, Financial Advisory, Mutual Funds, Finance, Wealth Management, Asset Allocation, Asset Managment, Retirement, Equities, Strategy, Leadership, Investment Advisory, Securities, Estate Planning, Investment Strategies, Financial Planning
Education
American University - Kogod School of Business 2002 — 2006
Bachelors, Business Administration
AllianceBernstein October 2014 - Present
AXA Equitable August 2010 - March 2014
AXA Advisors September 2006 - August 2010
AXA Equitable June 2005 - August 2005
Sea Cliff Yacht Club June 2001 - August 2004
Skills
Sales, Investments, Retirement Planning, Portfolio Management, Variable Annuities, Public Speaking, Strategic Financial..., 401k, Life Insurance, Asset Management, Insurance, Series 7, Series 63, Financial Advisory, Mutual Funds, Finance, Wealth Management, Asset Allocation, Asset Managment, Retirement, Equities, Strategy, Leadership, Investment Advisory, Securities, Estate Planning, Investment Strategies, Financial Planning
Education
American University - Kogod School of Business 2002 — 2006
Bachelors, Business Administration
Stuart Reff Stuart Reff's AXA Advisors Experience March 2013 - April 2014
Job Assistant Compliance Officer
Industry Banking
Experience
Investment Company June 2014 - Present
AXA Advisors March 2013 - April 2014
Northwestern Mutual April 2012 - September 2012
Citizens Bank February 2009 - April 2012
Education
Albany Law School of Union University 2002 — 2005
Doctor of Law (J.D.), Law
SUNY Albany 1996 — 2000
Bachelor of Arts (B.A.), Anthropology, 3.2
Nottingham University 1999 — 1999
Archaeology
Horace Greeley
Investment Company June 2014 - Present
AXA Advisors March 2013 - April 2014
Northwestern Mutual April 2012 - September 2012
Citizens Bank February 2009 - April 2012
Education
Albany Law School of Union University 2002 — 2005
Doctor of Law (J.D.), Law
SUNY Albany 1996 — 2000
Bachelor of Arts (B.A.), Anthropology, 3.2
Nottingham University 1999 — 1999
Archaeology
Horace Greeley
Jeffrey Hartman Jeffrey Hartman's AXA Advisors Experience November 1997 - November 2012
Job Creating Custom Financial Solutions Focusing on Medical, Legal, and Business Owners | President of SWMG
Industry Financial Services
Experience
Sawgrass Wealth Management Group February 2014 - Present
American Advisors, LLC November 2012 - February 2014
AXA Advisors November 1997 - November 2012
Education
Alderson Broaddus University 1989 — 1993
Sawgrass Wealth Management Group February 2014 - Present
American Advisors, LLC November 2012 - February 2014
AXA Advisors November 1997 - November 2012
Education
Alderson Broaddus University 1989 — 1993
Paul Torres Paul Torres's AXA Advisors Experience May 2007 - December 2008
Job Financial Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2015 - Present
Curian Capital August 2013 - May 2015
MetLife Financial Group of New York January 2009 - July 2013
AXA Advisors May 2007 - December 2008
FedSources September 2006 - April 2007
Skills
Retirement Planning, Investment Management, Mutual Funds, Financial Analysis, Investment Advisory, Finance, Asset Management, Securities, Financial Services, Insurance, Investments, Portfolio Management
Education
Hamilton College
BA, Foreign Languages, Economics
New York Mills High School
Universidad de Playa Ancha de Ciencias de la Educación
Bank of the West June 2015 - Present
Curian Capital August 2013 - May 2015
MetLife Financial Group of New York January 2009 - July 2013
AXA Advisors May 2007 - December 2008
FedSources September 2006 - April 2007
Skills
Retirement Planning, Investment Management, Mutual Funds, Financial Analysis, Investment Advisory, Finance, Asset Management, Securities, Financial Services, Insurance, Investments, Portfolio Management
Education
Hamilton College
BA, Foreign Languages, Economics
New York Mills High School
Universidad de Playa Ancha de Ciencias de la Educación
Craig Kubik, RN, CHPN Craig Kubik, RN, CHPN's AXA Advisors Experience 2000 - 2001
Job Hospice RN
Industry Hospital & Health Care
Experience
Visiting Nurse Health System October 2014 - January 2015
Agape Hospice Care, Inc. April 2013 - September 2014
Crossroads Hospice March 2007 - April 2013
Saint Joseph's Hospital 2005 - 2007
PaineWebber 2002 - 2002
AXA Advisors 2000 - 2001
Atlantic Southeast Airlines 1993 - 2000
Courtyard by Marriott Canton 1991 - 1993
Forte Hotels 1989 - 1991
El San Juan Hotel & Casino 1988 - 1988
Skills
Case Managment, Assessment Skills, Interpersonal Skill, Pharmacueticals, Medical Equipment, Coaching, Analytic Problem Solving, Administrative Functions, Supervision, MS Word, MS Outlook, IDX computer system, Clinical Research, Nursing, CPR Certified, Healthcare, Training, End of Life, Outlook, Palliative Care, Medicare, Case Management, Public Speaking, Hospitals, Microsoft Word, Patient Advocacy
Education
Georgia Perimeter College 2003 — 2005
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Appalachian State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
Visiting Nurse Health System October 2014 - January 2015
Agape Hospice Care, Inc. April 2013 - September 2014
Crossroads Hospice March 2007 - April 2013
Saint Joseph's Hospital 2005 - 2007
PaineWebber 2002 - 2002
AXA Advisors 2000 - 2001
Atlantic Southeast Airlines 1993 - 2000
Courtyard by Marriott Canton 1991 - 1993
Forte Hotels 1989 - 1991
El San Juan Hotel & Casino 1988 - 1988
Skills
Case Managment, Assessment Skills, Interpersonal Skill, Pharmacueticals, Medical Equipment, Coaching, Analytic Problem Solving, Administrative Functions, Supervision, MS Word, MS Outlook, IDX computer system, Clinical Research, Nursing, CPR Certified, Healthcare, Training, End of Life, Outlook, Palliative Care, Medicare, Case Management, Public Speaking, Hospitals, Microsoft Word, Patient Advocacy
Education
Georgia Perimeter College 2003 — 2005
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Appalachian State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
Mark Stanger Mark Stanger's AXA Advisors Experience September 1999 - January 2001
Job Financial Planner at Landmark Financial Services
Industry Financial Services
Experience
Landmark Financial April 2012 - Present
North Star Resource Group January 2002 - April 2012
Minnesota Life January 2001 - January 2002
AXA Advisors September 1999 - January 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Life Insurance, IRAs, Financial Advisory, Estate Planning, Strategic Planning, Insurance, Disability Insurance, Long-term Care, New Business Development, Term Life Insurance, Wealth Management, Series 7, Risk Management, Business Analysis, Financial Analysis
Education
American International College 1997 — 1999
CLU,ChFC, Financial Planning
Hamline University 1990 — 1994
BA Management, Economics and Finance
Landmark Financial April 2012 - Present
North Star Resource Group January 2002 - April 2012
Minnesota Life January 2001 - January 2002
AXA Advisors September 1999 - January 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Life Insurance, IRAs, Financial Advisory, Estate Planning, Strategic Planning, Insurance, Disability Insurance, Long-term Care, New Business Development, Term Life Insurance, Wealth Management, Series 7, Risk Management, Business Analysis, Financial Analysis
Education
American International College 1997 — 1999
CLU,ChFC, Financial Planning
Hamline University 1990 — 1994
BA Management, Economics and Finance
Donald Hill III, MBA, PMP Donald Hill III, MBA, PMP's AXA Advisors Experience March 2004 - September 2004
Job Action Facilities Management, Inc.
Industry Staffing and Recruiting
Experience
Action Facilities Management May 2005 - Present
AXA Advisors March 2004 - September 2004
Skills
Business Development, Strategic Planning, Management
Education
American University - Kogod School of Business 2007 — 2009
MBA, Entrepreneurship, Consulting
West Virginia University 2001 — 2005
BSBA, Finance
Action Facilities Management May 2005 - Present
AXA Advisors March 2004 - September 2004
Skills
Business Development, Strategic Planning, Management
Education
American University - Kogod School of Business 2007 — 2009
MBA, Entrepreneurship, Consulting
West Virginia University 2001 — 2005
BSBA, Finance
Denise Caron-Quinn Denise Caron-Quinn's AXA Advisors Experience May 1994 - August 1995
Job Organizing, Productivity, Relocation & Life Transtion Specialist Founder of In Order to Succeed®
Industry Consumer Services
Experience
In Order to Succeed 1999 - Present
North Shore LIJ Health System September 1996 - August 1998
AXA Advisors May 1994 - August 1995
Beth Israel Medical Center June 1992 - May 1994
Deloitte Consulting January 1992 - June 1992
Lenox Hill Hospital November 1989 - January 1992
Long Island Jewish Medical Center January 1983 - November 1989
Winthrop-University Hospital June 1981 - January 1983
Skills
Productivity Tools, Organizing, Relocation Specialist, Financial Services, Small Business, Entrepreneurship, Coaching, Public Speaking, Team Building, Strategic Planning, Marketing Strategy, Executive Coaching, Business Strategy, Leadership Development, Sales, Social Media, Marketing, Customer Service, Change Management, Negotiation, Management Consulting, Social Media Marketing, Business Planning, Project Management, Time Management, Healthcare, Fundraising, Professional Organizing, Social Networking
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Business
Adelphi University 1985 — 1989
MS, Nursing
Adelphi University 1978 — 1981
BS, Nursing
In Order to Succeed 1999 - Present
North Shore LIJ Health System September 1996 - August 1998
AXA Advisors May 1994 - August 1995
Beth Israel Medical Center June 1992 - May 1994
Deloitte Consulting January 1992 - June 1992
Lenox Hill Hospital November 1989 - January 1992
Long Island Jewish Medical Center January 1983 - November 1989
Winthrop-University Hospital June 1981 - January 1983
Skills
Productivity Tools, Organizing, Relocation Specialist, Financial Services, Small Business, Entrepreneurship, Coaching, Public Speaking, Team Building, Strategic Planning, Marketing Strategy, Executive Coaching, Business Strategy, Leadership Development, Sales, Social Media, Marketing, Customer Service, Change Management, Negotiation, Management Consulting, Social Media Marketing, Business Planning, Project Management, Time Management, Healthcare, Fundraising, Professional Organizing, Social Networking
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Business
Adelphi University 1985 — 1989
MS, Nursing
Adelphi University 1978 — 1981
BS, Nursing
Dave Mehrer, CRPC Dave Mehrer, CRPC's AXA Advisors Experience January 2008 - June 2011
Job Financial Advisor / Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Dave Mehrer and Associates, A financial advisory practice of Ameriprise Financial Services, Inc. June 2011 - Present
AXA Advisors January 2008 - June 2011
AGS, Inc. May 1997 - March 2006
Hubbell Inc, Wiring Device Division 1988 - 1997
Education
Arizona State University 2000 — 2002
CPMR Designation, IPA/MRERF
The University of Kansas 1979 — 1983
BGS, Liberal Arts
Hickman Mills High School 1976 — 1979
Dave Mehrer and Associates, A financial advisory practice of Ameriprise Financial Services, Inc. June 2011 - Present
AXA Advisors January 2008 - June 2011
AGS, Inc. May 1997 - March 2006
Hubbell Inc, Wiring Device Division 1988 - 1997
Education
Arizona State University 2000 — 2002
CPMR Designation, IPA/MRERF
The University of Kansas 1979 — 1983
BGS, Liberal Arts
Hickman Mills High School 1976 — 1979
Jason Pera's AXA Advisors Experience 2005 - August 2007
Job Investment Advisor Representative
Industry Financial Services
Experience
Stark Miller Financial Benefits Group August 2007 - Present
AXA Advisors 2005 - August 2007
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
BS, Finance
Bellarmine College Preparatory
Stark Miller Financial Benefits Group August 2007 - Present
AXA Advisors 2005 - August 2007
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
BS, Finance
Bellarmine College Preparatory
Jeff Polhill Jeff Polhill's AXA Advisors Experience 1994 - 2003
Job Independent Agent for United First Financial
Industry Financial Services
Experience
United First Financial 2007 - Present
Wells Fargo Bank June 2003 - April 2008
Citibank 1986 - 2004
AXA Advisors 1994 - 2003
Great Western Bank 1977 - 1986
Education
Arizona State University - W. P. Carey School of Business 1975 — 1977
B.S. Biz Admin, Finance
United First Financial 2007 - Present
Wells Fargo Bank June 2003 - April 2008
Citibank 1986 - 2004
AXA Advisors 1994 - 2003
Great Western Bank 1977 - 1986
Education
Arizona State University - W. P. Carey School of Business 1975 — 1977
B.S. Biz Admin, Finance
Greulich Jon Greulich Jon's AXA Advisors Experience October 1998 - November 2010
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T November 2010 - Present
AXA Advisors October 1998 - November 2010
Skills
Risk Management, Investments, Financial Services, Financial Analysis, Group Insurance, 401k, Non-Qualified Deferred...
Education
Arizona State University 1978 — 1983
Marketing
BB&T November 2010 - Present
AXA Advisors October 1998 - November 2010
Skills
Risk Management, Investments, Financial Services, Financial Analysis, Group Insurance, 401k, Non-Qualified Deferred...
Education
Arizona State University 1978 — 1983
Marketing
Philip Italiano's AXA Advisors Experience May 2015 - July 2015
Job .
Industry Financial Services
Experience
AXA Advisors May 2015 - July 2015
BenefitVault, Inc. May 2014 - February 2015
American University Student Managed Investment Fund January 2014 - May 2014
American University September 2010 - May 2014
BenefitVault, Inc. July 2013 - August 2013
POPS Water Ice March 2004 - August 2013
Internet Video Archive May 2012 - August 2012
AU ATV September 2010 - May 2011
Arabian Sights November 2010 - November 2010
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Video Editing, General Business..., Case Studies, Cold Calling, LBO Models, DCF Models, DDM Models, Series 7
Education
American University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
American University - Kogod School of Business 2010 — 2014
Bachelor of Science, Business Administration, Concentrations in Accounting and Finance
American University
Haddonfield Memorial High
AXA Advisors May 2015 - July 2015
BenefitVault, Inc. May 2014 - February 2015
American University Student Managed Investment Fund January 2014 - May 2014
American University September 2010 - May 2014
BenefitVault, Inc. July 2013 - August 2013
POPS Water Ice March 2004 - August 2013
Internet Video Archive May 2012 - August 2012
AU ATV September 2010 - May 2011
Arabian Sights November 2010 - November 2010
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Video Editing, General Business..., Case Studies, Cold Calling, LBO Models, DCF Models, DDM Models, Series 7
Education
American University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
American University - Kogod School of Business 2010 — 2014
Bachelor of Science, Business Administration, Concentrations in Accounting and Finance
American University
Haddonfield Memorial High
Corbin Richards Corbin Richards's AXA Advisors Experience 2014 - Present
Job Financial Professional at AXA Advisors
Industry
Experience
AXA Advisors 2014 - Present
Skills
Retirement Planning, Retirement Income..., Estate Planning, Insurance, Investment Strategies, Wealth Management
Education
Arizona State University 2009 — 2013
Bachelor's Degree, Communications
AXA Advisors 2014 - Present
Skills
Retirement Planning, Retirement Income..., Estate Planning, Insurance, Investment Strategies, Wealth Management
Education
Arizona State University 2009 — 2013
Bachelor's Degree, Communications
Julie Romo's AXA Advisors Experience November 2005 - October 2006
Job Experienced team leader with the ability to initiate/manage crossfunctional teams and multidisciplinary projects.
Industry Computer Games
Experience
Business Analyst at web startup November 2012 - Present
PMO Electronic Arts - Tiburon September 2011 - September 2012
Century 21 December 2009 - September 2012
AXA Advisors November 2005 - October 2006
Renaissance Properties of New York February 1996 - June 2003
Education
University of Central Florida - College of Business Administration
Bachelor of Arts, Finance; Business Administration
Florida Hospital College of Health Sciences
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 3.81
Business Analyst at web startup November 2012 - Present
PMO Electronic Arts - Tiburon September 2011 - September 2012
Century 21 December 2009 - September 2012
AXA Advisors November 2005 - October 2006
Renaissance Properties of New York February 1996 - June 2003
Education
University of Central Florida - College of Business Administration
Bachelor of Arts, Finance; Business Administration
Florida Hospital College of Health Sciences
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 3.81
Hunter Sims Hunter Sims's AXA Advisors Experience August 2011 - March 2014
Job Financial Advisor, Vice President at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions October 2014 - Present
JPMorgan Securities, LLC March 2014 - September 2014
AXA Advisors August 2011 - March 2014
Education
Arizona State University 2005 — 2008
BIS, Business and Mass Communications
Idaho State University 2003 — 2005
BBVA Compass Investment Solutions October 2014 - Present
JPMorgan Securities, LLC March 2014 - September 2014
AXA Advisors August 2011 - March 2014
Education
Arizona State University 2005 — 2008
BIS, Business and Mass Communications
Idaho State University 2003 — 2005
Ryan Earnest's AXA Advisors Experience November 2002 - September 2004
Job Banking Officer, Direct Retail Lending, Lender Support Officer at BB&T
Industry Banking
Experience
BB&T July 2015 - Present
BB&T November 2011 - July 2015
Southern Community Bank & Trust May 2009 - November 2011
Wachovia Bank October 2004 - November 2008
AXA Advisors November 2002 - September 2004
Skills
Credit, Underwriting, Banking, Financial Analysis, Risk Management, Cash Flow, Portfolio Management, Loans, Finance, Credit Risk, Consumer Lending, Commercial Banking, Mortgage Lending, Small Business Lending, Retail Banking, Lines Of Credit, Credit Analysis
Education
Appalachian State University
University of Phoenix
B.S., Business / Finance
BB&T July 2015 - Present
BB&T November 2011 - July 2015
Southern Community Bank & Trust May 2009 - November 2011
Wachovia Bank October 2004 - November 2008
AXA Advisors November 2002 - September 2004
Skills
Credit, Underwriting, Banking, Financial Analysis, Risk Management, Cash Flow, Portfolio Management, Loans, Finance, Credit Risk, Consumer Lending, Commercial Banking, Mortgage Lending, Small Business Lending, Retail Banking, Lines Of Credit, Credit Analysis
Education
Appalachian State University
University of Phoenix
B.S., Business / Finance
Minah Jun, MBA, PMP Minah Jun, MBA, PMP's AXA Advisors Experience October 2005 - January 2007
Job Project Manager at Amber Road
Industry Telecommunications
Experience
Amber Road September 2013 - Present
Deloitte January 2010 - September 2013
Deloitte January 2010 - September 2013
Deloitte September 2011 - September 2012
Deloitte January 2010 - September 2011
SAIC August 2009 - January 2010
SAIC March 2007 - August 2009
AXA Advisors October 2005 - January 2007
Skills
Program Management, Management Consulting, Business Strategy, Business Process..., Strategic Planning, Business Analysis, PMP, Change Management, IT Strategy, Process Improvement, Risk Management, Project Management, Cross-functional Team..., Strategy, Business Transformation, Business Development, Financial Analysis, Requirements Analysis, Analytics, Business Intelligence, Lean Six Sigma, Integration, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
American University 1998 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Amber Road September 2013 - Present
Deloitte January 2010 - September 2013
Deloitte January 2010 - September 2013
Deloitte September 2011 - September 2012
Deloitte January 2010 - September 2011
SAIC August 2009 - January 2010
SAIC March 2007 - August 2009
AXA Advisors October 2005 - January 2007
Skills
Program Management, Management Consulting, Business Strategy, Business Process..., Strategic Planning, Business Analysis, PMP, Change Management, IT Strategy, Process Improvement, Risk Management, Project Management, Cross-functional Team..., Strategy, Business Transformation, Business Development, Financial Analysis, Requirements Analysis, Analytics, Business Intelligence, Lean Six Sigma, Integration, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
American University 1998 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Raul Vargas Raul Vargas's AXA Advisors Experience 2002 - 2004
Job Business Development Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group November 2012 - May 2015
Prudential Retirement May 2008 - January 2013
CNL Securities 2006 - 2008
CNL 2006 - 2008
ALPFA 2003 - 2008
New England Financial a Metlife Company 2004 - 2006
Axa Advisors 2002 - 2004
Skills
Financial Analysis, Strategic Planning, Financial Services, Investments, Series 7, Series 63, Management, Strategic Financial..., Wealth Management, Retirement, Portfolio Management, Banking, Finance, Business Analysis, Alternative Investments, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Financial Planning
Education
American InterContinental University 2009 — 2010
MBA, International Business
Florida International University - College of Business 2001 — 2004
BA, BS, Management and International Business
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group November 2012 - May 2015
Prudential Retirement May 2008 - January 2013
CNL Securities 2006 - 2008
CNL 2006 - 2008
ALPFA 2003 - 2008
New England Financial a Metlife Company 2004 - 2006
Axa Advisors 2002 - 2004
Skills
Financial Analysis, Strategic Planning, Financial Services, Investments, Series 7, Series 63, Management, Strategic Financial..., Wealth Management, Retirement, Portfolio Management, Banking, Finance, Business Analysis, Alternative Investments, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Financial Planning
Education
American InterContinental University 2009 — 2010
MBA, International Business
Florida International University - College of Business 2001 — 2004
BA, BS, Management and International Business
Ron Bonini Ron Bonini's AXA Advisors Experience April 2011 - December 2013
Job Manager of Agency Services at Sagicor Life Insurance Company
Industry Financial Services
Experience
Sagicor Agency Services, Sage Distribution, LLC January 2014 - Present
AXA Advisors April 2011 - December 2013
Mutual of Omaha July 2007 - March 2011
MetLife Financial Services 1975 - 2006
Skills
Leadership, Insurance, Recruiting, Training, Retirement, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Management, Sales, Program Management, Succession Planning, Sales Operations, Long Term Care Insurance, 401k Rollovers, Wealth Management, Financial Advisory, IRAs, 401k, Risk Management, Employee Benefits, Strategic Financial..., Financial Planning
Education
Adelphi University 1974 — 1975
Masters, Education
The University of Kansas 1972 — 1974
Master's degree, Education
Ottawa University 1968 — 1972
B.S., Education
Valley Stream North High School 1964 — 1968
H.S.
Sagicor Agency Services, Sage Distribution, LLC January 2014 - Present
AXA Advisors April 2011 - December 2013
Mutual of Omaha July 2007 - March 2011
MetLife Financial Services 1975 - 2006
Skills
Leadership, Insurance, Recruiting, Training, Retirement, Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Management, Sales, Program Management, Succession Planning, Sales Operations, Long Term Care Insurance, 401k Rollovers, Wealth Management, Financial Advisory, IRAs, 401k, Risk Management, Employee Benefits, Strategic Financial..., Financial Planning
Education
Adelphi University 1974 — 1975
Masters, Education
The University of Kansas 1972 — 1974
Master's degree, Education
Ottawa University 1968 — 1972
B.S., Education
Valley Stream North High School 1964 — 1968
H.S.
David Knudsen David Knudsen's AXA Advisors Experience February 2012 - August 2013
Job Licensing Manager for the MX vs ATV Franchise
Industry Entertainment
Experience
Big Bang Entertainment, LLC December 2013 - Present
AXA Advisors February 2012 - August 2013
Digital Madhouse Studios February 2011 - November 2011
THQ January 2009 - February 2011
THQ March 2006 - January 2009
Rainbow Studios December 2005 - March 2006
Arizona State University July 2004 - December 2005
Arizona State University January 2003 - July 2004
CHARLES SCHWAB & CO January 2000 - March 2002
Skills
Start-ups, Xbox 360, Social Media Marketing, Facebook, Game Development, PS3, Contract Negotiation, Proposal Writing, Video Games, Wii, Data Analysis, PSP, Management, Photoshop, 3D, Flash, Localization, Quality Assurance, Marketing, Social Media, Blogging, JIRA, Budgets, Online Gaming, Social Games, Scrum, Game Design, Mobile Games, Monetization, Xbox
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
B.S.B.A, Finance
Arizona State University 1994 — 1998
Finance
Horizon High School 1990 — 1994
Big Bang Entertainment, LLC December 2013 - Present
AXA Advisors February 2012 - August 2013
Digital Madhouse Studios February 2011 - November 2011
THQ January 2009 - February 2011
THQ March 2006 - January 2009
Rainbow Studios December 2005 - March 2006
Arizona State University July 2004 - December 2005
Arizona State University January 2003 - July 2004
CHARLES SCHWAB & CO January 2000 - March 2002
Skills
Start-ups, Xbox 360, Social Media Marketing, Facebook, Game Development, PS3, Contract Negotiation, Proposal Writing, Video Games, Wii, Data Analysis, PSP, Management, Photoshop, 3D, Flash, Localization, Quality Assurance, Marketing, Social Media, Blogging, JIRA, Budgets, Online Gaming, Social Games, Scrum, Game Design, Mobile Games, Monetization, Xbox
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
B.S.B.A, Finance
Arizona State University 1994 — 1998
Finance
Horizon High School 1990 — 1994
Luke Enna, MBA Luke Enna, MBA's AXA Advisors Experience April 2007 - December 2009
Job Staff Coach at San Ramon Soccer Club
Industry Professional Training & Coaching
Experience
San Ramon Soccer Club March 2013 - Present
Luke Enna Coaching School June 2000 - Present
Las Positas College August 2013 - February 2014
Global Crossing May 2011 - August 2011
AXA Advisors April 2007 - December 2009
Edward Jones July 2006 - March 2007
Skills
SAP, Sharepoint, MS Office Suite, Team Turnaround/Change..., Team Management, Management, Microsoft Office, SharePoint, Coaching, Leadership, CRM, Team Building, Training, Process Improvement, Marketing, Team Leadership, Sales, Recruiting, Negotiation, Analysis, Business Analysis, Business Process..., Account Management, Insurance, Vendor Management, Strategy, Forecasting, Strategic Planning, Business Development, Marketing Strategy, Management Consulting, Leadership Development, Time Management, Program Management, Budgets, Procurement, Risk Management, Entrepreneurship, Integration, Business Planning, Contract Negotiation, Cross-functional Team..., Change Management, Business Strategy, Operations Management, Project Management, Sales Management, Retail, Start-ups, New Business Development
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Leadership
University of Tampa - John H. Sykes College of Business 2003 — 2005
BS in Entreprenuership, Business
University of Missouri-Rolla 2001 — 2002
Engineering Management
San Ramon Soccer Club March 2013 - Present
Luke Enna Coaching School June 2000 - Present
Las Positas College August 2013 - February 2014
Global Crossing May 2011 - August 2011
AXA Advisors April 2007 - December 2009
Edward Jones July 2006 - March 2007
Skills
SAP, Sharepoint, MS Office Suite, Team Turnaround/Change..., Team Management, Management, Microsoft Office, SharePoint, Coaching, Leadership, CRM, Team Building, Training, Process Improvement, Marketing, Team Leadership, Sales, Recruiting, Negotiation, Analysis, Business Analysis, Business Process..., Account Management, Insurance, Vendor Management, Strategy, Forecasting, Strategic Planning, Business Development, Marketing Strategy, Management Consulting, Leadership Development, Time Management, Program Management, Budgets, Procurement, Risk Management, Entrepreneurship, Integration, Business Planning, Contract Negotiation, Cross-functional Team..., Change Management, Business Strategy, Operations Management, Project Management, Sales Management, Retail, Start-ups, New Business Development
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Leadership
University of Tampa - John H. Sykes College of Business 2003 — 2005
BS in Entreprenuership, Business
University of Missouri-Rolla 2001 — 2002
Engineering Management
Michael Cordaro's AXA Advisors Experience March 2014 - May 2014
Job Summer Intern at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Summer Street Advisors, LLC January 2015 - April 2015
Global Sage June 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Leadership, Investments, Financial Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting & Finance
Heythrop College, U. of London 2014 — 2014
Bachelor of Science (B.S.), Applied Accounting & Finance
Clarkstown North High School 2008 — 2012
Guggenheim Partners June 2015 - Present
Summer Street Advisors, LLC January 2015 - April 2015
Global Sage June 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Leadership, Investments, Financial Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting & Finance
Heythrop College, U. of London 2014 — 2014
Bachelor of Science (B.S.), Applied Accounting & Finance
Clarkstown North High School 2008 — 2012
Scheneeka McNair Scheneeka McNair's AXA Advisors Experience November 2010 - June 2011
Job Sales Account Executive at Enterprise Car Sales
Industry Automotive
Experience
Pacific Sunwear March 2015 - Present
New York & Company November 2014 - March 2015
Enterprise Car Sales January 2014 - November 2014
Enterprise Rent-A-Car November 2013 - January 2014
Enterprise Rent-A-Car October 2011 - November 2013
AXA Advisors November 2010 - June 2011
Gilly Hicks May 2010 - September 2010
Skills
Proficient in Spanish,, Series 7, Series 66, Sales Management, Coordinating Events, Modeling, Customer Service, Management, Problem Solving, Finance, Strategic Financial..., Sales, Analysis
Education
Academy of Art University 2014 — 2018
Master of Arts (MA), Fashion Merchandising
Trinity University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration /Spanish
Pacific Sunwear March 2015 - Present
New York & Company November 2014 - March 2015
Enterprise Car Sales January 2014 - November 2014
Enterprise Rent-A-Car November 2013 - January 2014
Enterprise Rent-A-Car October 2011 - November 2013
AXA Advisors November 2010 - June 2011
Gilly Hicks May 2010 - September 2010
Skills
Proficient in Spanish,, Series 7, Series 66, Sales Management, Coordinating Events, Modeling, Customer Service, Management, Problem Solving, Finance, Strategic Financial..., Sales, Analysis
Education
Academy of Art University 2014 — 2018
Master of Arts (MA), Fashion Merchandising
Trinity University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration /Spanish
Eileen Bien-Aime's AXA Advisors Experience January 2011 - April 2011
Job Massage Therapist in Training
Industry Hospitality
Experience
The Club at Mediterra December 2014 - Present
Brinker Brown Fastner and Supply November 2013 - November 2014
Sears Watch & Jewelry Repair November 2012 - May 2013
AXA Advisors January 2011 - April 2011
Acadia Medical Center May 2007 - August 2010
Skills
Public Speaking, Customer Service
Education
Florida Academy 2015 — 2015
Massage Therapy/Therapeutic Massage
University of North Florida 2010 — 2012
Bachelors, Management, Psychology
Broward College 2009 — 2010
Associates of Arts, Business Management
The Club at Mediterra December 2014 - Present
Brinker Brown Fastner and Supply November 2013 - November 2014
Sears Watch & Jewelry Repair November 2012 - May 2013
AXA Advisors January 2011 - April 2011
Acadia Medical Center May 2007 - August 2010
Skills
Public Speaking, Customer Service
Education
Florida Academy 2015 — 2015
Massage Therapy/Therapeutic Massage
University of North Florida 2010 — 2012
Bachelors, Management, Psychology
Broward College 2009 — 2010
Associates of Arts, Business Management
Constantine Matsakis Constantine Matsakis's AXA Advisors Experience December 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
Howard County Public Schools August 2015 - Present
AXA Advisors December 2014 - Present
Howard County Economic Development Authority January 2014 - May 2014
Howard County Government June 2013 - August 2013
U.S. House of Representatives May 2013 - August 2013
Skills
Economics, Microsoft Word, Microsoft Excel, Political Economy, Economic Policy, Research, SPSS Clementine, Intercollegiate..., Finance, Salesforce.com, Business Development, Economic Development, Multivariate Statistics, Intranet Quorum, Comprehensive Planning, Zoning, Banking
Education
American University 2010 — 2014
Bachelor's Degree, Political Science and Government
American University 2010 — 2014
Bachelor's Degree, Economics: International
Howard County Public Schools August 2015 - Present
AXA Advisors December 2014 - Present
Howard County Economic Development Authority January 2014 - May 2014
Howard County Government June 2013 - August 2013
U.S. House of Representatives May 2013 - August 2013
Skills
Economics, Microsoft Word, Microsoft Excel, Political Economy, Economic Policy, Research, SPSS Clementine, Intercollegiate..., Finance, Salesforce.com, Business Development, Economic Development, Multivariate Statistics, Intranet Quorum, Comprehensive Planning, Zoning, Banking
Education
American University 2010 — 2014
Bachelor's Degree, Political Science and Government
American University 2010 — 2014
Bachelor's Degree, Economics: International
Michael Bulmer Michael Bulmer's AXA Advisors Experience 2013 - 2013
Job Student at Appalachian State University May '13
Industry Financial Services
Experience
Domino's Pizza August 2010 - Present
AXA Advisors 2013 - 2013
Skills
Observation, Loyal, Financial Analysis, Business Analysis, Cost Benefit, Investments, Financial Accounting
Education
Appalachian State University 2008 — 2013
BS, Banking, Corporate, Finance, and Securities Law
Appalachian State University May '13 2008 — 2013
Bachelor of Science (BS), Economics
Domino's Pizza August 2010 - Present
AXA Advisors 2013 - 2013
Skills
Observation, Loyal, Financial Analysis, Business Analysis, Cost Benefit, Investments, Financial Accounting
Education
Appalachian State University 2008 — 2013
BS, Banking, Corporate, Finance, and Securities Law
Appalachian State University May '13 2008 — 2013
Bachelor of Science (BS), Economics
Ryan Rayburn Ryan Rayburn's AXA Advisors Experience March 2007 - May 2014
Job Assistant Vice President, ABS Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Angelika Plyler, MBA Angelika Plyler, MBA's AXA Advisors Experience September 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
AgFirst Farm Credit Bank June 2013 - June 2015
Korn Law Firm, P.A. 2011 - June 2013
Rogers Townsend & Thomas, PC 2010 - 2011
Richardson Plowden & Robinson, PA 2008 - 2010
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Assistance, Mediation, Litigation Support, Pleadings, Bankruptcy, Lexis, Trials, Document Review, Document Drafting, LexisNexis
Education
University of South Carolina – The Moore School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Central Piedmont Community College 2005 — 2006
Law, Paralegal Technology
Удмуртский Государственный Университет / Udmurt State University 1985 — 1990
Juris Doctor in Russian Law, Civil Law
AXA Advisors September 2015 - Present
AgFirst Farm Credit Bank June 2013 - June 2015
Korn Law Firm, P.A. 2011 - June 2013
Rogers Townsend & Thomas, PC 2010 - 2011
Richardson Plowden & Robinson, PA 2008 - 2010
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Assistance, Mediation, Litigation Support, Pleadings, Bankruptcy, Lexis, Trials, Document Review, Document Drafting, LexisNexis
Education
University of South Carolina – The Moore School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Central Piedmont Community College 2005 — 2006
Law, Paralegal Technology
Удмуртский Государственный Университет / Udmurt State University 1985 — 1990
Juris Doctor in Russian Law, Civil Law
Naseem Hossain Naseem Hossain's AXA Advisors Experience May 1997 - May 2002
Job CEO at Joandnas Llc
Industry International Trade and Development
Experience
Joandnas Llc January 2010 - Present
Wells Fargo Bank June 2002 - May 2010
AXA Advisors May 1997 - May 2002
American Express Bank August 1980 - September 1991
Skills
Financial Advisory, Wealth Management, Investment Strategies, Alternative Investments, Investments, Asset Allocation, Investment Management, Portfolio Management, Strategic Financial..., Mutual Funds, ETFs, Asset Managment, Bonds, Trading, Securities
Education
Dhaka International University 1978 — 1980
MBA, Finance
St Gregorory's school 1964 — 1970
high school diploma, Physical Sciences
Joandnas Llc January 2010 - Present
Wells Fargo Bank June 2002 - May 2010
AXA Advisors May 1997 - May 2002
American Express Bank August 1980 - September 1991
Skills
Financial Advisory, Wealth Management, Investment Strategies, Alternative Investments, Investments, Asset Allocation, Investment Management, Portfolio Management, Strategic Financial..., Mutual Funds, ETFs, Asset Managment, Bonds, Trading, Securities
Education
Dhaka International University 1978 — 1980
MBA, Finance
St Gregorory's school 1964 — 1970
high school diploma, Physical Sciences
Eric Jaffe Eric Jaffe's AXA Advisors Experience 2001 - 2004
Job President at Jaffe Financial Management
Industry Financial Services
Experience
Jaffe Financial Management 2007 - Present
The Washington Group 2004 - 2007
AXA Advisors 2001 - 2004
United States Attorney's Office for Washington, D.C. 1998 - 2001
Ross, Dixon & Masback 1993 - 1998
Education
University of Michigan Law School 1990 — 1993
J.D.
Amherst College 1986 — 1990
B.A., History
Jaffe Financial Management 2007 - Present
The Washington Group 2004 - 2007
AXA Advisors 2001 - 2004
United States Attorney's Office for Washington, D.C. 1998 - 2001
Ross, Dixon & Masback 1993 - 1998
Education
University of Michigan Law School 1990 — 1993
J.D.
Amherst College 1986 — 1990
B.A., History
Carlos Bustillos Carlos Bustillos's AXA Advisors Experience August 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2010 - Present
Venezuelan Radio and TV Stations June 2006 - 2011
Occad Holdings 2000 - 2010
Lussier and Lussicam 1990 - 2000
Education
American University - Kogod School of Business 1982 — 1984
BS, International Business
American University - Kogod School of Business
AXA Advisors August 2010 - Present
Venezuelan Radio and TV Stations June 2006 - 2011
Occad Holdings 2000 - 2010
Lussier and Lussicam 1990 - 2000
Education
American University - Kogod School of Business 1982 — 1984
BS, International Business
American University - Kogod School of Business
Miles D. Perry's AXA Advisors Experience July 2010 - October 2010
Job Freelancer
Industry Financial Services
Experience
WNY Asset Management, LLC December 2010 - October 2012
AXA Advisors July 2010 - October 2010
Merrill Lynch January 2010 - May 2010
Holiday Valley Tubing Co December 2007 - January 2010
T & D Resorts, Inc April 2006 - October 2009
Perry-Dice-Farm January 1998 - June 2009
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelors of Business Administration, Financial Planning
Franklinville Central School 1999 — 2006
Advanced Regents Diploma, Business / History Major
Bryant & Stratton College - Buffalo
WNY Asset Management, LLC December 2010 - October 2012
AXA Advisors July 2010 - October 2010
Merrill Lynch January 2010 - May 2010
Holiday Valley Tubing Co December 2007 - January 2010
T & D Resorts, Inc April 2006 - October 2009
Perry-Dice-Farm January 1998 - June 2009
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelors of Business Administration, Financial Planning
Franklinville Central School 1999 — 2006
Advanced Regents Diploma, Business / History Major
Bryant & Stratton College - Buffalo
Mosier, Paul Mosier, Paul's AXA Advisors Experience April 2002 - January 2006
Job Novelist at Self
Industry Investment Management
Experience
Self November 2011 - Present
Invest Green 2006 - Present
Invest Green/Securian Financial Services February 2006 - December 2013
AXA Advisors April 2002 - January 2006
Aetna FInancial Services/ING August 1999 - April 2002
Education
Arizona State University 1991 — 1993
Post Bac Program, Early Childhood Education
Radford University 1983 — 1988
BS, Social Science (Chiefly History and Political Science)
Self November 2011 - Present
Invest Green 2006 - Present
Invest Green/Securian Financial Services February 2006 - December 2013
AXA Advisors April 2002 - January 2006
Aetna FInancial Services/ING August 1999 - April 2002
Education
Arizona State University 1991 — 1993
Post Bac Program, Early Childhood Education
Radford University 1983 — 1988
BS, Social Science (Chiefly History and Political Science)
Aivars Vilerts Aivars Vilerts's AXA Advisors Experience December 2013 - April 2014
Job Advisor
Industry Financial Services
Experience
AIG Financial Network May 2015 - Present
Chase June 2014 - March 2015
AXA Advisors December 2013 - April 2014
AIG March 2009 - April 2013
Skills
Investment Strategies, Insurance, Strategic Financial...
Education
Daugavpils Universitate 1995 — 1999
Bachelor's degree, Education
AIG Financial Network May 2015 - Present
Chase June 2014 - March 2015
AXA Advisors December 2013 - April 2014
AIG March 2009 - April 2013
Skills
Investment Strategies, Insurance, Strategic Financial...
Education
Daugavpils Universitate 1995 — 1999
Bachelor's degree, Education
Justin Voegtle Justin Voegtle's AXA Advisors Experience August 2014 - March 2015
Job WP Carey MS Finance Grad School Student at Arizona State University
Industry Financial Services
Experience
Arizona State University August 2015 - Present
US Army August 2012 - Present
LifeLock January 2015 - August 2015
AXA Advisors August 2014 - March 2015
College Hunks Hauling Junk July 2012 - August 2014
Skills
Investment Strategies, Derivatives, Equity Research, Equity Valuation, Fixed Income Strategies, Risk Management, Regression Analysis, Financial Statement..., Entrepreneurial Finance, Managerial Economics, Financial Accounting, Macroeconomics, Company Valuation, Economic Forecasting, Project Management, Microsoft Excel, Econometric Modeling, Game Theory
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master's Degree, Finance
Arizona State University 2009 — 2015
Bachelor of Science (BS), Economics
Arizona State University - W. P. Carey School of Business 2009 — 2015
Certificate, Applied Business Data Analytics
Arizona State University August 2015 - Present
US Army August 2012 - Present
LifeLock January 2015 - August 2015
AXA Advisors August 2014 - March 2015
College Hunks Hauling Junk July 2012 - August 2014
Skills
Investment Strategies, Derivatives, Equity Research, Equity Valuation, Fixed Income Strategies, Risk Management, Regression Analysis, Financial Statement..., Entrepreneurial Finance, Managerial Economics, Financial Accounting, Macroeconomics, Company Valuation, Economic Forecasting, Project Management, Microsoft Excel, Econometric Modeling, Game Theory
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master's Degree, Finance
Arizona State University 2009 — 2015
Bachelor of Science (BS), Economics
Arizona State University - W. P. Carey School of Business 2009 — 2015
Certificate, Applied Business Data Analytics
Brad (Miaoyue) Sun's AXA Advisors Experience March 2015 - May 2015
Job Chief Executive Agent at Starsinvest
Industry Financial Services
Experience
Starsinvest September 2015 - Present
Skyline Capital June 2015 - Present
Beta Alpha Psi at Pace University April 2015 - Present
Cape Securities, Inc June 2015 - July 2015
AXA Advisors March 2015 - May 2015
Agricultural Bank of China June 2013 - August 2013
Jiecheng Education Institute June 2012 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, Financial Accounting, Microsoft Word, Management, Microsoft Excel, Leadership, Portfolio Management, DCF Valuation, Mandarin, Data Analysis, Sales, Research, Social Media, Valuation, Financial Modeling, Equity Research, Value Investing, Investment Banking
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. in Investment Management, GPA: 3.62/4.00
Jiangsu University 2010 — 2014
Bachelor's Degree, English/Language Arts Teacher Education
Starsinvest September 2015 - Present
Skyline Capital June 2015 - Present
Beta Alpha Psi at Pace University April 2015 - Present
Cape Securities, Inc June 2015 - July 2015
AXA Advisors March 2015 - May 2015
Agricultural Bank of China June 2013 - August 2013
Jiecheng Education Institute June 2012 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, Financial Accounting, Microsoft Word, Management, Microsoft Excel, Leadership, Portfolio Management, DCF Valuation, Mandarin, Data Analysis, Sales, Research, Social Media, Valuation, Financial Modeling, Equity Research, Value Investing, Investment Banking
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. in Investment Management, GPA: 3.62/4.00
Jiangsu University 2010 — 2014
Bachelor's Degree, English/Language Arts Teacher Education
Tyler Dillon Tyler Dillon's AXA Advisors Experience July 2014 - August 2014
Job Student at Appalachian State University
Industry Insurance
Experience
Smart Choice® May 2015 - August 2015
AXA Advisors July 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Appalachian State University 2012 — 2016
Risk Management and Insurance, Business, Senior
Smart Choice® May 2015 - August 2015
AXA Advisors July 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Appalachian State University 2012 — 2016
Risk Management and Insurance, Business, Senior
Aik Pinellis Aik Pinellis's AXA Advisors Experience October 2009 - January 2014
Job Financial Advisor at Forest Hills Financial Group
Industry Financial Services
Experience
Forest Hills Financial Group February 2014 - Present
AXA Advisors October 2009 - January 2014
Lehman Brothers July 2004 - November 2008
Deutsche Bank May 2000 - July 2004
Deutsche Bank January 2000 - May 2000
Skills
Portfolio Management, Finance, Investments, Equities, Fixed Income, Management, Securities, Financial Services, Risk Management, Financial Analysis, Wealth Management, Financial Planning, Series 7, Mutual Funds, Retirement Planning
Education
Adelphi University 1994 — 1998
BS, Business Management
Adelphi University 1994 — 1998
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Forest Hills Financial Group February 2014 - Present
AXA Advisors October 2009 - January 2014
Lehman Brothers July 2004 - November 2008
Deutsche Bank May 2000 - July 2004
Deutsche Bank January 2000 - May 2000
Skills
Portfolio Management, Finance, Investments, Equities, Fixed Income, Management, Securities, Financial Services, Risk Management, Financial Analysis, Wealth Management, Financial Planning, Series 7, Mutual Funds, Retirement Planning
Education
Adelphi University 1994 — 1998
BS, Business Management
Adelphi University 1994 — 1998
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Garrett Beasley's AXA Advisors Experience May 2013 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
Oakmont Insurance Agency, Inc. May 2012 - Present
Abilene Christian University August 2011 - Present
Torchmark Corporation May 2011 - August 2011
Abilene Bookkeeping & Tax Services January 2011 - April 2011
Skills
Leadership, Marketing, Analysis, Management, Customer Service, Strategic Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Program Management, Sales, Project Planning, Microsoft Office
Education
Abilene Christian University 2008 — 2013
BBA Dual, Accounting & Marketing
AXA Advisors May 2013 - Present
Oakmont Insurance Agency, Inc. May 2012 - Present
Abilene Christian University August 2011 - Present
Torchmark Corporation May 2011 - August 2011
Abilene Bookkeeping & Tax Services January 2011 - April 2011
Skills
Leadership, Marketing, Analysis, Management, Customer Service, Strategic Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Program Management, Sales, Project Planning, Microsoft Office
Education
Abilene Christian University 2008 — 2013
BBA Dual, Accounting & Marketing
Jordan Goulding Jordan Goulding's AXA Advisors Experience August 2012 - December 2012
Job AVP at Eagle Capital Markets Group
Industry Financial Services
Experience
Eagle Capital Markets Group Regional AssociateAmerican Realty Capital PropertiesSeptember 2014 - Present
RJ Reynolds May 2013 - August 2014
AXA Advisors August 2012 - December 2012
Undergraduate Student Government - Arizona State University May 2011 - May 2012
Undergraduate Student Government - Arizona State University May 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Budgets, Management, Social Media, Event Planning, Microsoft Word, Community Outreach, Public Relations, Social Media Marketing, Public Speaking, Salesforce.com, Marketing, Volunteer Management, Fundraising, Social Networking, Leadership, Marketing Communications, Time Management, Advertising, Adobe Creative Suite, Branding, Graphic Design, Illustrator, InDesign, Photoshop
Education
Arizona State University 2009 — 2012
Business/Corporate Communications
Arizona State University
Eagle Capital Markets Group Regional AssociateAmerican Realty Capital PropertiesSeptember 2014 - Present
RJ Reynolds May 2013 - August 2014
AXA Advisors August 2012 - December 2012
Undergraduate Student Government - Arizona State University May 2011 - May 2012
Undergraduate Student Government - Arizona State University May 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Budgets, Management, Social Media, Event Planning, Microsoft Word, Community Outreach, Public Relations, Social Media Marketing, Public Speaking, Salesforce.com, Marketing, Volunteer Management, Fundraising, Social Networking, Leadership, Marketing Communications, Time Management, Advertising, Adobe Creative Suite, Branding, Graphic Design, Illustrator, InDesign, Photoshop
Education
Arizona State University 2009 — 2012
Business/Corporate Communications
Arizona State University
Katherine Cucinotta's AXA Advisors Experience October 2015 - Present
Job Executive Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2015 - Present
AXA Advisors August 2015 - September 2015
Fox & Hound Restaurant Group August 2013 - June 2015
Prudential PenFed Realty December 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Social Media, Sales, Social Networking, Time Management, Research
Education
The University of Texas at San Antonio 2012 — 2016
Bachelors, Finance, Junior
Anne Arundel Community College 2011 — 2012
Dual Credit
Severna Park High School 2008 — 2012
High School
AXA Advisors October 2015 - Present
AXA Advisors August 2015 - September 2015
Fox & Hound Restaurant Group August 2013 - June 2015
Prudential PenFed Realty December 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Social Media, Sales, Social Networking, Time Management, Research
Education
The University of Texas at San Antonio 2012 — 2016
Bachelors, Finance, Junior
Anne Arundel Community College 2011 — 2012
Dual Credit
Severna Park High School 2008 — 2012
High School
Marcus Luckeneder's AXA Advisors Experience August 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
AXA Advisors August 2012 - Present
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Jesse Goldberg's AXA Advisors Experience June 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Camp Kweebec June 2011 - August 2013
The Gourmet Vendor August 2011 - August 2012
Skills
Wealth Management, Retirement Planning, Series 7, Securities, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Retirement, Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Investment Advisory, Financial Planning, Public Speaking, Social Skills, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Anglo-American University, Prague 2013 — 2013
Council Rock High School North, Newtown, PA 2006 — 2010
AXA Advisors June 2014 - Present
Camp Kweebec June 2011 - August 2013
The Gourmet Vendor August 2011 - August 2012
Skills
Wealth Management, Retirement Planning, Series 7, Securities, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Retirement, Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Investment Advisory, Financial Planning, Public Speaking, Social Skills, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Anglo-American University, Prague 2013 — 2013
Council Rock High School North, Newtown, PA 2006 — 2010
Natalie Kalas Natalie Kalas's AXA Advisors Experience June 2008 - August 2008
Job Client Success Manager at Euclid Analytics
Industry Information Technology and Services
Experience
Euclid Analytics March 2015 - Present
Function1 April 2014 - March 2015
Deloitte October 2011 - March 2014
Empower IT September 2008 - April 2011
BDO June 2010 - December 2010
AXA Advisors June 2008 - August 2008
Skills
Splunk, Relativity, Unix, Linux, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, XML, HTML, SQL, Keynote
Education
American University 2007 — 2011
Bachelor of Science (BS), Accounting, Spanish
Euclid Analytics March 2015 - Present
Function1 April 2014 - March 2015
Deloitte October 2011 - March 2014
Empower IT September 2008 - April 2011
BDO June 2010 - December 2010
AXA Advisors June 2008 - August 2008
Skills
Splunk, Relativity, Unix, Linux, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, XML, HTML, SQL, Keynote
Education
American University 2007 — 2011
Bachelor of Science (BS), Accounting, Spanish
Colleen Oshaughnessy Colleen Oshaughnessy's AXA Advisors Experience November 1998 - March 2009
Job Partner, Financial Planner, IAR at Verus Capital Partners.
Industry Financial Services
Experience
MetLife March 2009 - December 2014
National Association of Women Business Owners Phoenix June 2009 - March 2014
Womens Enterprise Foundation July 2009 - 2010
IMPACT 2006 - 2010
AXA Advisors November 1998 - March 2009
Women of Scottsdale 2000 - 2008
Arizona Costume Institute April 2000 - March 2004
Bell Dodge August 1995 - April 1998
Kachina Cadillac February 1992 - July 1995
Education
Arizona State University 1981 — 1986
BS, Clothing and Textiles
American School in London Uk 1978 — 1981
MetLife March 2009 - December 2014
National Association of Women Business Owners Phoenix June 2009 - March 2014
Womens Enterprise Foundation July 2009 - 2010
IMPACT 2006 - 2010
AXA Advisors November 1998 - March 2009
Women of Scottsdale 2000 - 2008
Arizona Costume Institute April 2000 - March 2004
Bell Dodge August 1995 - April 1998
Kachina Cadillac February 1992 - July 1995
Education
Arizona State University 1981 — 1986
BS, Clothing and Textiles
American School in London Uk 1978 — 1981
Kian Ronnasi's AXA Advisors Experience January 2014 - May 2014
Job HR & Benefits Coordinator at Zenefits
Industry Law Practice
Experience
Zenefits March 2015 - May 2015
Local Lawyer Guide September 2014 - December 2014
AXA Advisors January 2014 - May 2014
AXA Advisors January 2014 - May 2014
Hildebrand Law, PC October 2013 - May 2014
ABC Legal Services June 2013 - August 2013
Providence Companies May 2012 - August 2012
Skills
Leadership, Public Speaking, Event Planning, Negotiation, Management, Problem Solving, Microsoft Excel, Patience, Marketing, Business Strategy, Volunteer Management, Team Building, Community Outreach, Social Media, Strategic Planning, Leadership Development, Research, Investments, Finance, SEO, Microsoft Office
Education
American University 2015 — 2018
Juris Doctor (J.D.), International Law and Legal Studies
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), Business Legal Studies
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), Business Legal Studies
Zenefits March 2015 - May 2015
Local Lawyer Guide September 2014 - December 2014
AXA Advisors January 2014 - May 2014
AXA Advisors January 2014 - May 2014
Hildebrand Law, PC October 2013 - May 2014
ABC Legal Services June 2013 - August 2013
Providence Companies May 2012 - August 2012
Skills
Leadership, Public Speaking, Event Planning, Negotiation, Management, Problem Solving, Microsoft Excel, Patience, Marketing, Business Strategy, Volunteer Management, Team Building, Community Outreach, Social Media, Strategic Planning, Leadership Development, Research, Investments, Finance, SEO, Microsoft Office
Education
American University 2015 — 2018
Juris Doctor (J.D.), International Law and Legal Studies
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), Business Legal Studies
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), Business Legal Studies
Caitlin Singleton Caitlin Singleton's AXA Advisors Experience April 2015 - Present
Job Recruiting Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Citizens Bank September 2014 - February 2015
Morgan Stanley Wealth Management August 2013 - July 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Westgate Wine, LLC August 2012 - April 2013
Kerr Drug March 2008 - August 2009
Skills
Great People Skills, People-oriented, Fast Learner, Working With Children, Criminal Justice, Psychology, Telephone Skills, Filing, Time Management, Critical Thinking, Phone Etiquette, People Skills, Data Entry, Team-oriented, Cashiering, Highly detail oriented, Administrative..., Social Skills, Office Administration, Spreadsheets, Goal Oriented, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking, Interviews
Education
Appalachian State University 2009 — 2012
Bachelor’s Degree, Psychology; Social Sciences
East Carolina University 2008 — 2009
Transfer, Clinical Psychology
Millbrook High School 2004 — 2008
High School Diploma
AXA Advisors April 2015 - Present
Citizens Bank September 2014 - February 2015
Morgan Stanley Wealth Management August 2013 - July 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Westgate Wine, LLC August 2012 - April 2013
Kerr Drug March 2008 - August 2009
Skills
Great People Skills, People-oriented, Fast Learner, Working With Children, Criminal Justice, Psychology, Telephone Skills, Filing, Time Management, Critical Thinking, Phone Etiquette, People Skills, Data Entry, Team-oriented, Cashiering, Highly detail oriented, Administrative..., Social Skills, Office Administration, Spreadsheets, Goal Oriented, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking, Interviews
Education
Appalachian State University 2009 — 2012
Bachelor’s Degree, Psychology; Social Sciences
East Carolina University 2008 — 2009
Transfer, Clinical Psychology
Millbrook High School 2004 — 2008
High School Diploma
Ross W. Tieken's AXA Advisors Experience January 2012 - April 2012
Job Graduate Student, Master of Science, Finance @ The University of Arizona, Eller College of Management
Industry Investment Management
Experience
Self-Directed April 2014 - August 2014
Healthcare Trust of America, Inc. February 2014 - April 2014
American Realty Capital Properties February 2014 - February 2014
Cole Real Estate Investments April 2012 - February 2014
AXA Advisors January 2012 - April 2012
Thomson Reuters August 2011 - January 2012
EY September 2010 - June 2011
Kineticom, Inc. (Contracted to Cingular, and Later, AT&T Mobility) February 2006 - December 2009
S. COM Global People Solutions (Contracted to Lucent Technologies) October 2005 - February 2006
Kineticom, Inc. (Contracted to Cingular Wireless) June 2005 - August 2005
Skills
Management, Microsoft Office, Accounting, Leadership, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Planning, Real Estate, Strategy
Education
The University of Arizona, Eller College of Management 2014 — 2016
Master of Science, Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
(2) Bachelor of Science, (1) Finance and (1) Accountancy, 4.143 on the 4.333 Scale or 4.000 on the 4.000 Scale
Mesa Community College 2002 — 2007
General Studies, 3.767 on the 4.000 Scale
Snake River High School 1999 — 2002
High School Diploma
Self-Directed April 2014 - August 2014
Healthcare Trust of America, Inc. February 2014 - April 2014
American Realty Capital Properties February 2014 - February 2014
Cole Real Estate Investments April 2012 - February 2014
AXA Advisors January 2012 - April 2012
Thomson Reuters August 2011 - January 2012
EY September 2010 - June 2011
Kineticom, Inc. (Contracted to Cingular, and Later, AT&T Mobility) February 2006 - December 2009
S. COM Global People Solutions (Contracted to Lucent Technologies) October 2005 - February 2006
Kineticom, Inc. (Contracted to Cingular Wireless) June 2005 - August 2005
Skills
Management, Microsoft Office, Accounting, Leadership, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Planning, Real Estate, Strategy
Education
The University of Arizona, Eller College of Management 2014 — 2016
Master of Science, Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
(2) Bachelor of Science, (1) Finance and (1) Accountancy, 4.143 on the 4.333 Scale or 4.000 on the 4.000 Scale
Mesa Community College 2002 — 2007
General Studies, 3.767 on the 4.000 Scale
Snake River High School 1999 — 2002
High School Diploma
Robert Bianchi, J.D.'s AXA Advisors Experience June 2014 - April 2015
Job Regional Compliance Consultant at Farmers New World Life
Industry Financial Services
Experience
Farmers New World Life May 2015 - Present
AXA Advisors June 2014 - April 2015
Best Buy May 2013 - June 2014
Law Offices of Debra M. Salisbury March 2014 - March 2014
Michigan Corrections Organization January 2013 - April 2013
Bianchi's Pizza 2006 - 2010
Oxford International 2006 - 2006
JPMorgan Chase 2004 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Criminal Law, Microsoft Office, Microsoft Word, PowerPoint, Arbitration, HTML, Research Information, Contract Negotiation, Finance, CSS, Estate Planning, Lexis, Litigation, Java, Stocks, Bonds, Life Insurance, Disability Insurance, Annuities, Equity Options, Strategic Financial..., Personal Financial..., Courts, Trials, Lotus Notes, ACLI, nils INsource
Education
Thomas M. Cooley Law School 2010 — 2013
Doctor of Law (J.D.), Business Transactions
Arizona State University 2000 — 2005
Bachelor of Arts (B.A.), History
Farmers New World Life May 2015 - Present
AXA Advisors June 2014 - April 2015
Best Buy May 2013 - June 2014
Law Offices of Debra M. Salisbury March 2014 - March 2014
Michigan Corrections Organization January 2013 - April 2013
Bianchi's Pizza 2006 - 2010
Oxford International 2006 - 2006
JPMorgan Chase 2004 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Criminal Law, Microsoft Office, Microsoft Word, PowerPoint, Arbitration, HTML, Research Information, Contract Negotiation, Finance, CSS, Estate Planning, Lexis, Litigation, Java, Stocks, Bonds, Life Insurance, Disability Insurance, Annuities, Equity Options, Strategic Financial..., Personal Financial..., Courts, Trials, Lotus Notes, ACLI, nils INsource
Education
Thomas M. Cooley Law School 2010 — 2013
Doctor of Law (J.D.), Business Transactions
Arizona State University 2000 — 2005
Bachelor of Arts (B.A.), History
Jaime Paniagua Jaime Paniagua's AXA Advisors Experience September 2014 - December 2014
Job Investment Specialist
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
AXA Advisors September 2014 - December 2014
Arizona State University August 2013 - December 2014
ESM July 2013 - August 2014
Grand Street BID June 2012 - August 2012
Skills
Microsoft Office, Urban Planning, Sustainability, Public Speaking, Teaching, Community Outreach, Grant Writing, Research, Program Development, Higher Education, Policy Analysis
Education
Arizona State University 2013 — 2014
Master of Science (M.S.), Urban and Environmental Planning
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Urban Planning
Merrill Edge March 2015 - Present
AXA Advisors September 2014 - December 2014
Arizona State University August 2013 - December 2014
ESM July 2013 - August 2014
Grand Street BID June 2012 - August 2012
Skills
Microsoft Office, Urban Planning, Sustainability, Public Speaking, Teaching, Community Outreach, Grant Writing, Research, Program Development, Higher Education, Policy Analysis
Education
Arizona State University 2013 — 2014
Master of Science (M.S.), Urban and Environmental Planning
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Urban Planning
Aaron Montez's AXA Advisors Experience February 2000 - April 2014
Job Senior Partner @ Vantage Financial Associates, PLLC
Industry Financial Services
Experience
Vantage Financial Associates, PLLC May 2014 - Present
AXA Advisors February 2000 - April 2014
Skills
Financial Advisory, Retirement, Customer Service, Investments, Asset Management, Finance, Insurance, Business Planning, Management, Financial Services, Leadership, Public Relations, Mutual Funds, Strategic Planning, Wealth Management, Networking, Team Building
Education
Arizona State University 1997 — 2001
Bachelor of Science, Finance, General
Vantage Financial Associates, PLLC May 2014 - Present
AXA Advisors February 2000 - April 2014
Skills
Financial Advisory, Retirement, Customer Service, Investments, Asset Management, Finance, Insurance, Business Planning, Management, Financial Services, Leadership, Public Relations, Mutual Funds, Strategic Planning, Wealth Management, Networking, Team Building
Education
Arizona State University 1997 — 2001
Bachelor of Science, Finance, General
Corabelle Guevara Corabelle Guevara's AXA Advisors Experience 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors 2014 - Present
JPMorgan Chase & Co. 2010 - 2011
Wells Fargo 2002 - 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Strategic Planning, Budgets, Outlook, Teamwork, Sales, Banking, Business Strategy, Risk Management, Financial Modeling, Financial Reporting, Time Management, Finance, Coaching
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
American InterContinental University 2003 — 2005
Bachelor's Degree, Marketing/Marketing Management, General
University of Arizona 1998 — 2002
AXA Advisors 2014 - Present
JPMorgan Chase & Co. 2010 - 2011
Wells Fargo 2002 - 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Strategic Planning, Budgets, Outlook, Teamwork, Sales, Banking, Business Strategy, Risk Management, Financial Modeling, Financial Reporting, Time Management, Finance, Coaching
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
American InterContinental University 2003 — 2005
Bachelor's Degree, Marketing/Marketing Management, General
University of Arizona 1998 — 2002
Jonathan Brinkman Jonathan Brinkman's AXA Advisors Experience January 2013 - April 2013
Job J.D. Candidate at the Sandra Day O'Connor College of Law; M.B.A. Candidate at the W.P. Carey School of Business
Industry Law Practice
Experience
Arizona State Law Journal August 2014 - Present
Poli & Ball May 2015 - July 2015
Sandra Day O’Connor College of Law January 2015 - May 2015
Arizona Supreme Court January 2015 - April 2015
KEYTLaw May 2014 - August 2014
Martin & Bonnett, PLLC May 2014 - August 2014
AXA Advisors January 2013 - April 2013
W.P. Carey School of Business at Arizona State University August 2012 - December 2012
Skills
Legal Writing, Legal Research, Financial Analysis, Corporate Law, Westlaw, Community Outreach
Education
Sandra Day O'Connor College of Law at Arizona State University 2013 — 2016
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.94
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, 3.94
Arizona State Law Journal August 2014 - Present
Poli & Ball May 2015 - July 2015
Sandra Day O’Connor College of Law January 2015 - May 2015
Arizona Supreme Court January 2015 - April 2015
KEYTLaw May 2014 - August 2014
Martin & Bonnett, PLLC May 2014 - August 2014
AXA Advisors January 2013 - April 2013
W.P. Carey School of Business at Arizona State University August 2012 - December 2012
Skills
Legal Writing, Legal Research, Financial Analysis, Corporate Law, Westlaw, Community Outreach
Education
Sandra Day O'Connor College of Law at Arizona State University 2013 — 2016
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.94
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, 3.94
Alex Ketteman Alex Ketteman's AXA Advisors Experience May 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
Skills
Financial Planning, Retirement Planning, Insurance Strategies, Estate Conservation..., Long Term Care Planning..., Business Succession..., Tax-Efficient Investing...
Education
Abilene Christian University
Masters of Accountancy, Accounting
Abilene Christian University
BBA, Accounting, Finance
AXA Advisors May 2013 - Present
Skills
Financial Planning, Retirement Planning, Insurance Strategies, Estate Conservation..., Long Term Care Planning..., Business Succession..., Tax-Efficient Investing...
Education
Abilene Christian University
Masters of Accountancy, Accounting
Abilene Christian University
BBA, Accounting, Finance
Stephen Malvey Stephen Malvey's AXA Advisors Experience May 2005 - July 2012
Job Corporate Vice President at NY LIFE Securities
Industry Financial Services
Experience
NY LIFE Securities January 2013 - Present
Currently seeking new opportunity July 2012 - January 2013
AXA Advisors May 2005 - July 2012
IPC Systems, Inc. October 2003 - May 2005
Instinet Clearing Services May 2000 - November 2002
J&W Seligman September 1995 - May 2000
Alliance Capital Management November 1990 - September 1995
Skills
Mutual Funds, Financial Services, Series 7, Investments, Securities, Customer Satisfaction, Investment Advisory, Series 24, Project Management, Series 63, Call Center, Series 53, Series 4, Asset Allocation, Management, Asset Management, FINRA, Risk Management, Leadership, Equities, Wealth Management, Call Centers, Finance, Alternative Investments, Investment Management, Relationship Management, Uniform Combined State..., Retirement Planning
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science, Business Economics
Allegheny College 1986 — 1987
NY LIFE Securities January 2013 - Present
Currently seeking new opportunity July 2012 - January 2013
AXA Advisors May 2005 - July 2012
IPC Systems, Inc. October 2003 - May 2005
Instinet Clearing Services May 2000 - November 2002
J&W Seligman September 1995 - May 2000
Alliance Capital Management November 1990 - September 1995
Skills
Mutual Funds, Financial Services, Series 7, Investments, Securities, Customer Satisfaction, Investment Advisory, Series 24, Project Management, Series 63, Call Center, Series 53, Series 4, Asset Allocation, Management, Asset Management, FINRA, Risk Management, Leadership, Equities, Wealth Management, Call Centers, Finance, Alternative Investments, Investment Management, Relationship Management, Uniform Combined State..., Retirement Planning
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science, Business Economics
Allegheny College 1986 — 1987
Doug Higgins, CFP®, CLU®'s AXA Advisors Experience April 2008 - March 2010
Job Financial Planner
Industry Financial Services
Experience
DS Investments & Financial Services September 2014 - Present
USAA March 2010 - September 2014
AXA Advisors April 2008 - March 2010
Arizona Federal Credit Union May 2005 - March 2008
Maricopa County February 2004 - August 2004
The Church of Jesus Christ of Latter-day Saints January 2002 - January 2004
Education
Arizona State University 2004 — 2007
B.S. Finance, Spanish (minor), 3.53/4.0
DS Investments & Financial Services September 2014 - Present
USAA March 2010 - September 2014
AXA Advisors April 2008 - March 2010
Arizona Federal Credit Union May 2005 - March 2008
Maricopa County February 2004 - August 2004
The Church of Jesus Christ of Latter-day Saints January 2002 - January 2004
Education
Arizona State University 2004 — 2007
B.S. Finance, Spanish (minor), 3.53/4.0
Phoenix Cooke Phoenix Cooke's AXA Advisors Experience May 2013 - July 2013
Job Junior CSP at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. 2014 - Present
AXA Advisors May 2013 - July 2013
Allegheny College September 2012 - May 2013
Cooke's Service 2009 - 2012
Education
Allegheny College 2011 — 2015
Bachelor's Degree, Economics, Distinguished Alden Scholar
Chardon High School 2007 — 2011
High School, Honors Diploma
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. 2014 - Present
AXA Advisors May 2013 - July 2013
Allegheny College September 2012 - May 2013
Cooke's Service 2009 - 2012
Education
Allegheny College 2011 — 2015
Bachelor's Degree, Economics, Distinguished Alden Scholar
Chardon High School 2007 — 2011
High School, Honors Diploma
Kondwani Kingsley Kantande, MBA's AXA Advisors Experience December 2013 - May 2014
Job Experienced Financial Analyst
Industry Financial Services
Experience
Archway Finance and Operations (AFO) January 2015 - Present
Navient December 2014 - January 2015
Ricker Oil Company January 2014 - June 2014
AXA Advisors December 2013 - May 2014
Anderson University Soccer Camp July 2013 - July 2013
Anderson University January 2013 - May 2013
Anderson University November 2011 - May 2013
Anderson University February 2013 - April 2013
Anderson University May 2011 - August 2011
Anderson University Soccer Camp July 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Portfolio Management, Investments, Accounting, Management, Training, Finance
Education
Anderson University 2013 — 2014
Master of Business Administration (MBA)
Anderson University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Archway Finance and Operations (AFO) January 2015 - Present
Navient December 2014 - January 2015
Ricker Oil Company January 2014 - June 2014
AXA Advisors December 2013 - May 2014
Anderson University Soccer Camp July 2013 - July 2013
Anderson University January 2013 - May 2013
Anderson University November 2011 - May 2013
Anderson University February 2013 - April 2013
Anderson University May 2011 - August 2011
Anderson University Soccer Camp July 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Portfolio Management, Investments, Accounting, Management, Training, Finance
Education
Anderson University 2013 — 2014
Master of Business Administration (MBA)
Anderson University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Naseem Hossain Naseem Hossain's AXA Advisors Experience March 1998 - May 2002
Job President at Joandnas llc
Industry International Trade and Development
Experience
Joandnas logistics Llc July 2010 - Present
Wells Fargo Advisors June 2002 - June 2010
AXA Advisors March 1998 - May 2002
Skills
Investments, Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management, Series 7, Finance, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Mutual Funds, Retirement Planning, Equities, Securities, Risk Management, Financial Planning, Strategic Planning
Education
Dhaka International University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Dhaka International University 1974 — 1978
Bachelor of Science (BSc), Public Administration
Joandnas logistics Llc July 2010 - Present
Wells Fargo Advisors June 2002 - June 2010
AXA Advisors March 1998 - May 2002
Skills
Investments, Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management, Series 7, Finance, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Mutual Funds, Retirement Planning, Equities, Securities, Risk Management, Financial Planning, Strategic Planning
Education
Dhaka International University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Dhaka International University 1974 — 1978
Bachelor of Science (BSc), Public Administration
Doug Decauwer's AXA Advisors Experience October 2006 - September 2011
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
TD Ameritrade August 2013 - April 2015
Zywave August 2012 - April 2013
Logix Federal Credit Union September 2011 - August 2012
AXA Advisors October 2006 - September 2011
Skills
Investments, Insurance, Series 7, Retirement Planning, Retirement, Finance, Investment Advisory, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Sales, Trading, Financial Analysis, Equities, Strategy, New Business Development, Sales Process, Portfolio Management, Options, Risk Management
Education
Arizona State University
Bachelor of Arts (B.A.)
Merrill Edge June 2015 - Present
TD Ameritrade August 2013 - April 2015
Zywave August 2012 - April 2013
Logix Federal Credit Union September 2011 - August 2012
AXA Advisors October 2006 - September 2011
Skills
Investments, Insurance, Series 7, Retirement Planning, Retirement, Finance, Investment Advisory, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Sales, Trading, Financial Analysis, Equities, Strategy, New Business Development, Sales Process, Portfolio Management, Options, Risk Management
Education
Arizona State University
Bachelor of Arts (B.A.)
Clinton Brown Clinton Brown's AXA Advisors Experience February 2001 - April 2012
Job President at Clinton Brown Financial
Industry Financial Services
Experience
Clinton Brown Financial May 2012 - Present
BCJ Capital Management February 2014 - Present
The Pension Dilemma May 2012 - Present
Wealth Management Strategies January 2009 - April 2012
AXA Advisors February 2001 - April 2012
Yucaipa Valley Chamber of Commerce January 2007 - December 2008
AXA Advisors November 2005 - December 2008
The Arizona Republic May 2000 - February 2001
Quepasa Corporation September 1997 - May 2000
Skills
Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Insurance, Investment Strategies, Investment Advisory, 401k, Small Business, Life Insurance, Financial Planning, Fixed Annuities, Finance, Wealth Management, Series 7, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, Asset Management, Fundraising, Asset Allocation, Disability Insurance, Employee Benefits, Strategic Financial..., Securities, Series 63, Term Life Insurance, Health Insurance, Pensions, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
Finance, Finance
Brigham Young University 1996 — 1998
Associates, Business
Brigham Young University - Idaho 1993 — 1994
Associates, General Education
Clinton Brown Financial May 2012 - Present
BCJ Capital Management February 2014 - Present
The Pension Dilemma May 2012 - Present
Wealth Management Strategies January 2009 - April 2012
AXA Advisors February 2001 - April 2012
Yucaipa Valley Chamber of Commerce January 2007 - December 2008
AXA Advisors November 2005 - December 2008
The Arizona Republic May 2000 - February 2001
Quepasa Corporation September 1997 - May 2000
Skills
Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Insurance, Investment Strategies, Investment Advisory, 401k, Small Business, Life Insurance, Financial Planning, Fixed Annuities, Finance, Wealth Management, Series 7, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, Asset Management, Fundraising, Asset Allocation, Disability Insurance, Employee Benefits, Strategic Financial..., Securities, Series 63, Term Life Insurance, Health Insurance, Pensions, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
Finance, Finance
Brigham Young University 1996 — 1998
Associates, Business
Brigham Young University - Idaho 1993 — 1994
Associates, General Education
Jack Hettiger Jack Hettiger's AXA Advisors Experience 1994 - 2008
Job Partner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group 2009 - Present
AXA Advisors 1994 - 2008
McKinley Trucking 1993 - 1994
Transport Industries Corporation 1985 - 1993
First Northern Group 1983 - 1985
Skills
Business
Education
Michigan State University - The Eli Broad College of Business 1985 — 1988
MBA, Business Management
Albion College 1981 — 1985
BA, Economics & Management
Okemos Alumni 1978 — 1981
WestPoint Financial Group 2009 - Present
AXA Advisors 1994 - 2008
McKinley Trucking 1993 - 1994
Transport Industries Corporation 1985 - 1993
First Northern Group 1983 - 1985
Skills
Business
Education
Michigan State University - The Eli Broad College of Business 1985 — 1988
MBA, Business Management
Albion College 1981 — 1985
BA, Economics & Management
Okemos Alumni 1978 — 1981
William J Paolino William J Paolino's AXA Advisors Experience June 2011 - July 2013
Job Retail Sales Associate with Advantage Sales and Marketing
Industry Marketing and Advertising
Experience
Advantage Sales & Marketing, PepsiCo Warehouse Sales June 2013 - Present
AXA Advisors June 2011 - July 2013
Sienna Italian American Grill March 2010 - May 2011
Citi Habitats January 2010 - February 2011
Top Deck Travel May 2009 - July 2009
Skills
Teaching English, Advertising Sales, Online Marketing, Sales, Real Estate, Selling, Business Development, Advertising, Social Media Marketing, Marketing, Lead Generation, Account Management, Sales Presentations, Social Media, Customer Acquisition, Marketing Communications, Public Relations, Facebook
Education
Richmond, The American International University in London 2009 — 2009
Study Abroad, Economics
Arizona State University 2005 — 2009
Bachelor of Interdisciplinary Study, Business Management and Sociology
Advantage Sales & Marketing, PepsiCo Warehouse Sales June 2013 - Present
AXA Advisors June 2011 - July 2013
Sienna Italian American Grill March 2010 - May 2011
Citi Habitats January 2010 - February 2011
Top Deck Travel May 2009 - July 2009
Skills
Teaching English, Advertising Sales, Online Marketing, Sales, Real Estate, Selling, Business Development, Advertising, Social Media Marketing, Marketing, Lead Generation, Account Management, Sales Presentations, Social Media, Customer Acquisition, Marketing Communications, Public Relations, Facebook
Education
Richmond, The American International University in London 2009 — 2009
Study Abroad, Economics
Arizona State University 2005 — 2009
Bachelor of Interdisciplinary Study, Business Management and Sociology
Gregg Cohen, JD, MBA Gregg Cohen, JD, MBA's AXA Advisors Experience January 2013 - Present
Job Equinox Financial Partners
Industry Financial Services
Experience
Equinox Financial Partners January 2013 - Present
AXA Advisors January 2013 - Present
Law Office of Gregg Cohen January 2010 - January 2013
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP November 2011 - December 2012
Ernst & Young September 2007 - December 2009
Skills
Employee Benefits, Estate Planning, Estate Administration, Elder Law, Estate Law, Trusts, Licensed Life & Health..., Annuity Sales, College Savings Plans, Estate Litigation, Retirement Planning
Education
Albany Law School of Union University 2003 — 2007
JD, Law
Union College 2003 — 2007
MBA, Business
American University 1999 — 2002
BA, Political Science
Equinox Financial Partners January 2013 - Present
AXA Advisors January 2013 - Present
Law Office of Gregg Cohen January 2010 - January 2013
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP November 2011 - December 2012
Ernst & Young September 2007 - December 2009
Skills
Employee Benefits, Estate Planning, Estate Administration, Elder Law, Estate Law, Trusts, Licensed Life & Health..., Annuity Sales, College Savings Plans, Estate Litigation, Retirement Planning
Education
Albany Law School of Union University 2003 — 2007
JD, Law
Union College 2003 — 2007
MBA, Business
American University 1999 — 2002
BA, Political Science
Peter Colon Peter Colon's AXA Advisors Experience 2004 - 2007
Job CoFounder / CEO JibeHealth.com
Industry Insurance
Experience
JibeHealth.com January 2009 - Present
JibeHealth.com (Access Health Insurance, Inc.) 2007 - Present
BeamaLife Corporation 2011 - 2012
AXA Advisors 2004 - 2007
Skills
Pensions, Strategic Financial..., Highly Analytical, Sales Operations, Strong Business Acumen, Tax, Financial Planning, Executive Compensation, Wealth Management, Defined Benefit, Insurance, Risk Management, Retirement Planning, Strategic Planning, Operations Management, Talent Management, Talent Acquisition, Operational Risk..., Strategic Visionary, Visionary, Public Speaking, Insurance Marketplace, Mentoring, Cross-functional Team..., Team Building, Culture Change, Change Management, Analytic Thinker, Engaged Leadership, Motivation, Management, Customer Service, Employee Benefits, Sales, Strategy, Leadership, Business Development, Marketing Strategy
Education
American InterContinental University-South Florida 2003 — 2007
Business Administration, Finance
JibeHealth.com January 2009 - Present
JibeHealth.com (Access Health Insurance, Inc.) 2007 - Present
BeamaLife Corporation 2011 - 2012
AXA Advisors 2004 - 2007
Skills
Pensions, Strategic Financial..., Highly Analytical, Sales Operations, Strong Business Acumen, Tax, Financial Planning, Executive Compensation, Wealth Management, Defined Benefit, Insurance, Risk Management, Retirement Planning, Strategic Planning, Operations Management, Talent Management, Talent Acquisition, Operational Risk..., Strategic Visionary, Visionary, Public Speaking, Insurance Marketplace, Mentoring, Cross-functional Team..., Team Building, Culture Change, Change Management, Analytic Thinker, Engaged Leadership, Motivation, Management, Customer Service, Employee Benefits, Sales, Strategy, Leadership, Business Development, Marketing Strategy
Education
American InterContinental University-South Florida 2003 — 2007
Business Administration, Finance
Ravina (Khosla) Claussen, MBA's AXA Advisors Experience August 2012 - Present
Job Helping clients develop a sound strategy to meet their financial goals
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
Junior League of Greater Orlando September 2009 - May 2013
Symantec October 2009 - July 2012
The Walt Disney Company April 2008 - May 2009
Compass Knowledge Group May 2006 - March 2008
Porsche Cars North America 2004 - March 2006
Self-employed February 2003 - June 2004
IBM June 2002 - August 2002
The Wall Street Journal Online March 1998 - April 2001
Smip Interactive, Inc. September 1996 - March 1998
Skills
Competitive Analysis, Strategic Planning, Contract Negotiation, Media Buying, Brand Management, SEM, Web Marketing, CRM, Budgets, Procurement, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Marketing, Marketing Communications, Email Marketing, Marketing Research, Integrated Marketing, Market Research, Lead Generation, Direct Marketing, Customer Experience, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
American University 1992 — 1996
B.A., Journalism
AXA Advisors August 2012 - Present
Junior League of Greater Orlando September 2009 - May 2013
Symantec October 2009 - July 2012
The Walt Disney Company April 2008 - May 2009
Compass Knowledge Group May 2006 - March 2008
Porsche Cars North America 2004 - March 2006
Self-employed February 2003 - June 2004
IBM June 2002 - August 2002
The Wall Street Journal Online March 1998 - April 2001
Smip Interactive, Inc. September 1996 - March 1998
Skills
Competitive Analysis, Strategic Planning, Contract Negotiation, Media Buying, Brand Management, SEM, Web Marketing, CRM, Budgets, Procurement, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Marketing, Marketing Communications, Email Marketing, Marketing Research, Integrated Marketing, Market Research, Lead Generation, Direct Marketing, Customer Experience, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
American University 1992 — 1996
B.A., Journalism
Alaa-addin Moussa's AXA Advisors Experience November 2013 - September 2014
Job Systems Engineering Infotainment & Telematics
Industry Automotive
Experience
General Motors October 2014 - Present
AXA Advisors November 2013 - September 2014
Qualcomm December 2010 - September 2013
Polaris Wireless March 2010 - December 2010
Huawei Technologies USA July 2006 - December 2009
Ericsson Inc. May 1999 - June 2006
Qualcomm Inc. June 1997 - May 1999
UNRWA February 1992 - August 1993
Skills
Systems Engineering, Wireless, Product Development, Engineering Management, Management, Network Architecture, Integration, Mobile Devices, WiMAX, 3G, Telecommunications, Wireless Networking, 3GPP, Business Management, Risk Management, Client Education, Financial Strategy, Insurance Strategies, Investment Advisory..., Android, iOS, Telematics, Chess, RESTful WebServices, Product Requirements, Software Requirements, System Requirements, Requirement..., Real Time System Design, LTE, Embedded Systems, Mobile Communications, Project Management, Rational DOORS, Cross-functional Team...
Education
California State University-San Marcos - College of Business Administration 2007 — 2010
MBA, Business & Management
University of California, San Diego 1999 — 2001
Certificate, Systems Engineering
McGill University 1994 — 1997
ME, Electrical Engineering
American University of Beirut 1985 — 1990
BE, Computer Engineering
General Motors October 2014 - Present
AXA Advisors November 2013 - September 2014
Qualcomm December 2010 - September 2013
Polaris Wireless March 2010 - December 2010
Huawei Technologies USA July 2006 - December 2009
Ericsson Inc. May 1999 - June 2006
Qualcomm Inc. June 1997 - May 1999
UNRWA February 1992 - August 1993
Skills
Systems Engineering, Wireless, Product Development, Engineering Management, Management, Network Architecture, Integration, Mobile Devices, WiMAX, 3G, Telecommunications, Wireless Networking, 3GPP, Business Management, Risk Management, Client Education, Financial Strategy, Insurance Strategies, Investment Advisory..., Android, iOS, Telematics, Chess, RESTful WebServices, Product Requirements, Software Requirements, System Requirements, Requirement..., Real Time System Design, LTE, Embedded Systems, Mobile Communications, Project Management, Rational DOORS, Cross-functional Team...
Education
California State University-San Marcos - College of Business Administration 2007 — 2010
MBA, Business & Management
University of California, San Diego 1999 — 2001
Certificate, Systems Engineering
McGill University 1994 — 1997
ME, Electrical Engineering
American University of Beirut 1985 — 1990
BE, Computer Engineering
Andrew Rudzinski's AXA Advisors Experience September 2011 - August 2013
Job
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
AXA Advisors September 2011 - August 2013
CB Richard Ellis 2007 - 2011
CB Richard Ellis 2003 - 2007
Skills
Marketing, Market Research, Business Planning, Real Estate, Real Estate Economics, Brokerage, Management, Financial Analysis, Commercial Real Estate, Leases, Disposition
Education
University of Pennsylvania 1992 — 1994
MCP, City Planning
Arizona State University 1988 — 1992
BS, Urban Planning
Merrill Edge September 2013 - Present
AXA Advisors September 2011 - August 2013
CB Richard Ellis 2007 - 2011
CB Richard Ellis 2003 - 2007
Skills
Marketing, Market Research, Business Planning, Real Estate, Real Estate Economics, Brokerage, Management, Financial Analysis, Commercial Real Estate, Leases, Disposition
Education
University of Pennsylvania 1992 — 1994
MCP, City Planning
Arizona State University 1988 — 1992
BS, Urban Planning
Warren Arnold's AXA Advisors Experience July 2008 - March 2010
Job Software Developer
Industry Information Technology and Services
Experience
Concur August 2014 - Present
Aerotek July 2012 - August 2014
Experis June 2012 - July 2012
Elavon, Inc. February 2012 - April 2012
The Home Depot October 2011 - January 2012
New England Financial July 2010 - September 2011
The Georgia Group- An Office of New England Financial March 2010 - August 2010
AXA Advisors July 2008 - March 2010
Entaire Global Companies, Inc. 2007 - 2008
TSI Solutions September 2005 - February 2007
Skills
Excel, Access, SQL Server, Customer Relations, Microsoft Office, Problem Solving, Software Development, Word, SQL, SDLC, Manufacturing, Software Documentation, Microsoft SQL Server, Product Development, Team Leadership, Microsoft Excel, Programming, Testing, Analysis, Business Analysis, Integration, Management, Process Improvement, Requirements Analysis
Education
Southern Polytechnic State University 1988 — 1991
BSEET, Electrical Engineering Technology, Microprocessor Control and Robotics Option
Abraham Baldwin Agricultural College
Lithia Springs
Concur August 2014 - Present
Aerotek July 2012 - August 2014
Experis June 2012 - July 2012
Elavon, Inc. February 2012 - April 2012
The Home Depot October 2011 - January 2012
New England Financial July 2010 - September 2011
The Georgia Group- An Office of New England Financial March 2010 - August 2010
AXA Advisors July 2008 - March 2010
Entaire Global Companies, Inc. 2007 - 2008
TSI Solutions September 2005 - February 2007
Skills
Excel, Access, SQL Server, Customer Relations, Microsoft Office, Problem Solving, Software Development, Word, SQL, SDLC, Manufacturing, Software Documentation, Microsoft SQL Server, Product Development, Team Leadership, Microsoft Excel, Programming, Testing, Analysis, Business Analysis, Integration, Management, Process Improvement, Requirements Analysis
Education
Southern Polytechnic State University 1988 — 1991
BSEET, Electrical Engineering Technology, Microprocessor Control and Robotics Option
Abraham Baldwin Agricultural College
Lithia Springs
Todd Statton's AXA Advisors Experience July 2007 - October 2008
Job Internal Wholesaler at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2011 - Present
LPL October 2008 - July 2011
AXA Advisors July 2007 - October 2008
Enterprise Mutual Funds August 2004 - August 2007
Education
Appalachian State University 1996 — 2000
Economics, BSBA
Oppenheimer Funds July 2011 - Present
LPL October 2008 - July 2011
AXA Advisors July 2007 - October 2008
Enterprise Mutual Funds August 2004 - August 2007
Education
Appalachian State University 1996 — 2000
Economics, BSBA
Jarett Sayas's AXA Advisors Experience July 2008 - March 2010
Job Director Of Operations
Industry Consumer Goods
Experience
Ink Southwest LLC March 2010 - Present
AXA Advisors July 2008 - March 2010
Education
Arizona State University - W. P. Carey School of Business 2003 — 2008
Finance
Ink Southwest LLC March 2010 - Present
AXA Advisors July 2008 - March 2010
Education
Arizona State University - W. P. Carey School of Business 2003 — 2008
Finance
Joseph DiMauro's AXA Advisors Experience January 2004 - Present
Job Managing Partner at MATAURO, LLC
Industry Financial Services
Experience
MATAURO, LLC January 2010 - Present
SmartSet, LLC, a MATAURO, LLC service company March 2014 - Present
AXA Advisors January 2004 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Tax Strategies, Tax Reduction Strategies, Strategic Financial...
Education
Syracuse University 1998 — 2002
BS, Engineering
Arizona State University 2002 — 2004
Master of Science (M.S.), Engineering
MATAURO, LLC January 2010 - Present
SmartSet, LLC, a MATAURO, LLC service company March 2014 - Present
AXA Advisors January 2004 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Tax Strategies, Tax Reduction Strategies, Strategic Financial...
Education
Syracuse University 1998 — 2002
BS, Engineering
Arizona State University 2002 — 2004
Master of Science (M.S.), Engineering
Mathew Clarke's AXA Advisors Experience 2007 - Present
Job Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2007 - Present
E1 Asset Management 2005 - 2007
Education
Marist College 2000 — 2004
Business, Finance
Marist College School of Management 2000 — 2004
Business, Finance
AXA Advisors 2007 - Present
E1 Asset Management 2005 - 2007
Education
Marist College 2000 — 2004
Business, Finance
Marist College School of Management 2000 — 2004
Business, Finance
Etta Crawford's AXA Advisors Experience December 2009 - March 2011
Job A dynamic Trading & Securities Professional with over 15 years of experience.
Industry Financial Services
Experience
TD Securities March 2011 - Present
AXA Advisors December 2009 - March 2011
AXA Advisors August 2004 - December 2009
AXA Advisors February 2000 - August 2004
CFS Bank/ NYCB-Westbury August 1998 - February 2000
Skills
Investments, Mutual Funds, Lotus Notes, Microsoft Office, Microsoft Excel, Management, Bloomberg Terminal, Trace, FINRA, Financial Services, Fixed Income, Risk Management, Finance, Securities, Series 7, Customer Service
Education
Adelphi University, Garden City, NY
Bachelor of Science (Cum Laude), Business Management & Finance
TD Securities March 2011 - Present
AXA Advisors December 2009 - March 2011
AXA Advisors August 2004 - December 2009
AXA Advisors February 2000 - August 2004
CFS Bank/ NYCB-Westbury August 1998 - February 2000
Skills
Investments, Mutual Funds, Lotus Notes, Microsoft Office, Microsoft Excel, Management, Bloomberg Terminal, Trace, FINRA, Financial Services, Fixed Income, Risk Management, Finance, Securities, Series 7, Customer Service
Education
Adelphi University, Garden City, NY
Bachelor of Science (Cum Laude), Business Management & Finance
Kevin Dudka, J.D.'s AXA Advisors Experience February 2011 - August 2011
Job V.P. Regional Sales Manager
Industry Financial Services
Experience
PNC Investments November 2013 - Present
PNC January 2013 - November 2013
The Hartford August 2011 - January 2013
AXA Advisors February 2011 - August 2011
Principal Financial Group February 2007 - January 2011
Skills
Series 7, Series 63, Retirement, Life Insurance, Investments, Wealth Management, Insurance, Long-term Care, Estate Planning, Recruiting, Succession Planning, Sales Management, Series 24, Retirement Planning, Disability Insurance, Financial Services, Securities, FINRA, Series 65, Life
Education
Thomas M. Cooley Law School 1993 — 1996
Doctor of Law (J.D.)
Aquinas College 1989 — 1993
PNC Investments November 2013 - Present
PNC January 2013 - November 2013
The Hartford August 2011 - January 2013
AXA Advisors February 2011 - August 2011
Principal Financial Group February 2007 - January 2011
Skills
Series 7, Series 63, Retirement, Life Insurance, Investments, Wealth Management, Insurance, Long-term Care, Estate Planning, Recruiting, Succession Planning, Sales Management, Series 24, Retirement Planning, Disability Insurance, Financial Services, Securities, FINRA, Series 65, Life
Education
Thomas M. Cooley Law School 1993 — 1996
Doctor of Law (J.D.)
Aquinas College 1989 — 1993
Seuk Kim's AXA Advisors Experience 1999 - 2001
Job Partner and Vice President at SunStar Strategic
Industry Public Relations and Communications
Experience
SunStar Strategic February 2005 - Present
AXA Advisors 1999 - 2001
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Marketing Communications, Social Media, Blogging, Social Media Marketing, Public Speaking, Press Releases, Marketing Strategy, Editing, Strategy, Internal Communications, Marketing, Event Planning, Crisis Communications, Journalism, Event Management, Thought Leadership, Financial Services, Email Marketing, Message Development, Publicity, Facebook, Advertising, Integrated Marketing, Copywriting
Education
American University - Kogod School of Business 2003 — 2005
MBA, Business
George Mason University 1994 — 1998
Bachelor's degree, Marketing
SunStar Strategic February 2005 - Present
AXA Advisors 1999 - 2001
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Marketing Communications, Social Media, Blogging, Social Media Marketing, Public Speaking, Press Releases, Marketing Strategy, Editing, Strategy, Internal Communications, Marketing, Event Planning, Crisis Communications, Journalism, Event Management, Thought Leadership, Financial Services, Email Marketing, Message Development, Publicity, Facebook, Advertising, Integrated Marketing, Copywriting
Education
American University - Kogod School of Business 2003 — 2005
MBA, Business
George Mason University 1994 — 1998
Bachelor's degree, Marketing
William Gammell's AXA Advisors Experience September 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Young Life - Missao para Jovens July 2005 - September 2012
Ernst & Young 2000 - 2005
Skills
Insurance Strategies, Retirement Planning..., Education Planning..., Client Education, Risk Management, Pension Distribution..., Tax-Deferred Investment..., Wealth Management
Education
Instituto Superior de Gestão 2010 — 2012
Master of Science (MSc), Investment Strategy & Internationalization
Texas A&M University 1995 — 2000
Bachelor of Arts (BA), Business Communications
AXA Advisors September 2012 - Present
Young Life - Missao para Jovens July 2005 - September 2012
Ernst & Young 2000 - 2005
Skills
Insurance Strategies, Retirement Planning..., Education Planning..., Client Education, Risk Management, Pension Distribution..., Tax-Deferred Investment..., Wealth Management
Education
Instituto Superior de Gestão 2010 — 2012
Master of Science (MSc), Investment Strategy & Internationalization
Texas A&M University 1995 — 2000
Bachelor of Arts (BA), Business Communications
Katarzyna (Kate) Townsend's AXA Advisors Experience September 2006 - September 2007
Job Associate Director, Financial Administration at Columbia University
Industry Education Management
Experience
Columbia University July 2011 - Present
Institute for Mediation and Conflict Resolution January 2011 - Present
Columbia University October 2007 - June 2011
AXA Advisors September 2006 - September 2007
Skills
Financial Modeling, Financial Analysis, Non-profits, Conflict Resolution, Strategic Planning, Finance, Microsoft Excel, Negotiation, Microsoft Office, PowerPoint, Budgets, Policy, Nonprofits, Business Strategy, Change Management, Leadership, Analysis, Risk Management, Strategy
Education
Columbia University in the City of New York 2010 — 2011
MS, Negotiation and Conflict Resolution
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
1998 — 2003
MS, Management
Columbia University July 2011 - Present
Institute for Mediation and Conflict Resolution January 2011 - Present
Columbia University October 2007 - June 2011
AXA Advisors September 2006 - September 2007
Skills
Financial Modeling, Financial Analysis, Non-profits, Conflict Resolution, Strategic Planning, Finance, Microsoft Excel, Negotiation, Microsoft Office, PowerPoint, Budgets, Policy, Nonprofits, Business Strategy, Change Management, Leadership, Analysis, Risk Management, Strategy
Education
Columbia University in the City of New York 2010 — 2011
MS, Negotiation and Conflict Resolution
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
1998 — 2003
MS, Management
Nicholas Ferrari's AXA Advisors Experience January 2011 - February 2011
Job Inside Sales Account Manager at MaaS360 by Fiberlink, an IBM company
Industry Financial Services
Experience
MaaS360 by Fiberlink, an IBM company August 2014 - Present
De Lage Landen - Leaseloket April 2013 - August 2014
Prudential Financial March 2011 - December 2012
AXA Advisors January 2011 - February 2011
CoActiv Capital Partners March 2007 - May 2010
Skills
Financial Services, Investments, Sales, Series 63
Education
Arcadia University 2003 — 2006
BA
MaaS360 by Fiberlink, an IBM company August 2014 - Present
De Lage Landen - Leaseloket April 2013 - August 2014
Prudential Financial March 2011 - December 2012
AXA Advisors January 2011 - February 2011
CoActiv Capital Partners March 2007 - May 2010
Skills
Financial Services, Investments, Sales, Series 63
Education
Arcadia University 2003 — 2006
BA
Renee' Fair's AXA Advisors Experience October 2010 - March 2011
Job Financial Consultant at Humana
Industry Financial Services
Experience
Humana June 2014 - Present
Humana December 2012 - Present
Citigroup Inc via Randstad/Zerochaos July 2011 - Present
University of Tampa August 2010 - May 2011
The University of Tampa Office of Academic Advising March 2010 - May 2011
AXA Advisors October 2010 - March 2011
First Citizens Bank May 2005 - July 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Research, Financial Analysis, Capital Budgeting, Budgets, Financial Planning, Accounting, Access, Analysis, Data Analysis, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Microsoft Excel, Strategic Financial..., Strategic Planning, Valuation, Public Speaking, Process Improvement, Microsoft Office, PowerPoint, Investments, Consulting, Risk Management, Portfolio Management, Microsoft Word, Customer Service
Education
University of Tampa 2010 — 2011
Master of Business Administration, Finance
Arkansas State University 2004 — 2008
Bachelor, Corporate Finance
Humana June 2014 - Present
Humana December 2012 - Present
Citigroup Inc via Randstad/Zerochaos July 2011 - Present
University of Tampa August 2010 - May 2011
The University of Tampa Office of Academic Advising March 2010 - May 2011
AXA Advisors October 2010 - March 2011
First Citizens Bank May 2005 - July 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Research, Financial Analysis, Capital Budgeting, Budgets, Financial Planning, Accounting, Access, Analysis, Data Analysis, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Microsoft Excel, Strategic Financial..., Strategic Planning, Valuation, Public Speaking, Process Improvement, Microsoft Office, PowerPoint, Investments, Consulting, Risk Management, Portfolio Management, Microsoft Word, Customer Service
Education
University of Tampa 2010 — 2011
Master of Business Administration, Finance
Arkansas State University 2004 — 2008
Bachelor, Corporate Finance
Paul J. Aledort, CFP, ChFC, CLU's AXA Advisors Experience 1991 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 1991 - Present
AXA Advisors 1991 - 2015
Skills
Financial Needs Analysis, Wealth Accumulation..., Wealth Distribution..., Retirement Planning..., College Funding..., Charitable Giving..., Risk Management, Investment Management, Long-Term Care Planning
Education
Adelphi University 1984 — 1986
Master's Degree, Finance
University of Michigan 1972 — 1976
AXA Advisors 1991 - Present
AXA Advisors 1991 - 2015
Skills
Financial Needs Analysis, Wealth Accumulation..., Wealth Distribution..., Retirement Planning..., College Funding..., Charitable Giving..., Risk Management, Investment Management, Long-Term Care Planning
Education
Adelphi University 1984 — 1986
Master's Degree, Finance
University of Michigan 1972 — 1976
Ronald Piroli's AXA Advisors Experience January 2001 - 2005
Job Owner at LandMonster, Inc.
Industry Real Estate
Experience
Chames Contracting January 2006 - Present
LandMonster, Inc. January 2003 - Present
AXA Advisors January 2001 - 2005
CommNOW.com 2000 - 2002
American Continental Group January 1998 - January 2000
Skills
Asset Management, Asset Managment, Investment Properties, Investments, Marketing Strategy, Real Estate, Real Estate Development, Real Estate Transactions
Education
American University 1995 — 1999
BA, Communications, Leagal Institutions, Economics, Government, Art
Devon Prep 1990 — 1995
Graduate, High School/Secondary Diplomas and Certificates
Chames Contracting January 2006 - Present
LandMonster, Inc. January 2003 - Present
AXA Advisors January 2001 - 2005
CommNOW.com 2000 - 2002
American Continental Group January 1998 - January 2000
Skills
Asset Management, Asset Managment, Investment Properties, Investments, Marketing Strategy, Real Estate, Real Estate Development, Real Estate Transactions
Education
American University 1995 — 1999
BA, Communications, Leagal Institutions, Economics, Government, Art
Devon Prep 1990 — 1995
Graduate, High School/Secondary Diplomas and Certificates
Christopher Rawls's AXA Advisors Experience January 2008 - May 2010
Job Contracts Analyst at Chevron
Industry Oil & Energy
Experience
Chevron August 2014 - Present
Chevron July 2013 - Present
Cenergy International Services January 2011 - July 2013
Chevron September 2009 - January 2011
AXA Advisors January 2008 - May 2010
Skills
Negotiation, Petroleum, Strategic Planning, Competitive Analysis, Energy, Pricing
Education
IACCM 2013 — 2014
SCM certification, Supply Chain Management
National University 1981 — 1984
MBA, Finance
Arizona State University 1974 — 1979
BS, Finance and History
Chevron August 2014 - Present
Chevron July 2013 - Present
Cenergy International Services January 2011 - July 2013
Chevron September 2009 - January 2011
AXA Advisors January 2008 - May 2010
Skills
Negotiation, Petroleum, Strategic Planning, Competitive Analysis, Energy, Pricing
Education
IACCM 2013 — 2014
SCM certification, Supply Chain Management
National University 1981 — 1984
MBA, Finance
Arizona State University 1974 — 1979
BS, Finance and History
Michael J. Boyce CFP®, ChFC®, CLU®'s AXA Advisors Experience April 1984 - June 2011
Job Financial Planner at MPPL Financial
Industry Financial Services
Experience
Sts. Peter & Paul Catholic Church October 2003 - Present
MPPL Financial March 1994 - Present
AXA Advisors April 1984 - June 2011
AXA April 1984 - June 2011
Skills
Personal Financial..., Estate Planning, Strategic Financial..., Investments, Retirement, Public Speaking, 401k, Asset Allocation, Portfolio Management, Mutual Funds, Financial Planning
Education
Aquinas Institute of Theology
Bachelor's degree, Philosophy
Loras College 1964 — 1966
Sts. Peter & Paul Catholic Church October 2003 - Present
MPPL Financial March 1994 - Present
AXA Advisors April 1984 - June 2011
AXA April 1984 - June 2011
Skills
Personal Financial..., Estate Planning, Strategic Financial..., Investments, Retirement, Public Speaking, 401k, Asset Allocation, Portfolio Management, Mutual Funds, Financial Planning
Education
Aquinas Institute of Theology
Bachelor's degree, Philosophy
Loras College 1964 — 1966
J. Kevin Knierim's AXA Advisors Experience June 2001 - November 2002
Job Business Education Teacher at Arlington ISD
Industry Primary/Secondary Education
Experience
Arlington ISD August 2013 - Present
Eagle Mountain - Sagianw ISD September 2012 - Present
Fidelity Investments December 2004 - September 2011
Brownlie & Braden LLC January 2003 - September 2004
AXA Advisors June 2001 - November 2002
AmeriCredit June 1998 - June 2001
Skills
Leadership, Financial Analysis, Strategic Planning, Strategic Financial..., Finance, Executive Management, Securities, Mutual Funds, Investments, Risk Management, Asset Management, Microsoft Excel, Process Improvement, Financial Planning, Marketing, CRM, Estate Planning
Education
The University of Dallas 1997 — 2000
MBA, Corporate Finance
Abilene Christian University 1986 — 1990
BBA, Finance
Arlington ISD August 2013 - Present
Eagle Mountain - Sagianw ISD September 2012 - Present
Fidelity Investments December 2004 - September 2011
Brownlie & Braden LLC January 2003 - September 2004
AXA Advisors June 2001 - November 2002
AmeriCredit June 1998 - June 2001
Skills
Leadership, Financial Analysis, Strategic Planning, Strategic Financial..., Finance, Executive Management, Securities, Mutual Funds, Investments, Risk Management, Asset Management, Microsoft Excel, Process Improvement, Financial Planning, Marketing, CRM, Estate Planning
Education
The University of Dallas 1997 — 2000
MBA, Corporate Finance
Abilene Christian University 1986 — 1990
BBA, Finance
Jeremy Krueger's AXA Advisors Experience November 2008 - November 2009
Job Route Sales
Industry Logistics and Supply Chain
Experience
FRITO LAY July 2015 - Present
Office Depot November 2009 - December 2014
AXA Advisors November 2008 - November 2009
Edward Jones December 2007 - August 2008
OfficeMax December 1999 - August 2007
Circuit City January 1996 - December 1999
Skills
Investments, Finance, Sales, Retail, Sales Management, Cold Calling, Merchandising, Customer Service, Inventory Management, Team Building, Marketing, Hiring, Recruiting, Training, Time Management, Coaching, Building Relationships, Operations Management, People Development, Employee Training, Solution Selling, Retirement, Profit, Management, New Business Development, Loss Prevention, Store Operations, Inventory Control, Leadership, Store Management, Visual Merchandising, Retail Sales, Big Box, Driving Results, New Store Openings, Customer Satisfaction, Customer Retention, Customer Experience, Planograms, Sales Operations, Shrinkage, Strategic Planning, Performance Management, Succession Planning, Marketing Strategy, Team Leadership, Strategy, Microsoft Office, P
Education
Anoka Senior High School 1992 — 1995
High School Diploma
Anoka Ramsey Community College
Associate of Arts (A.A.), General Studies
University of Minnesota-Twin Cities
Bachelor's degree, History
FRITO LAY July 2015 - Present
Office Depot November 2009 - December 2014
AXA Advisors November 2008 - November 2009
Edward Jones December 2007 - August 2008
OfficeMax December 1999 - August 2007
Circuit City January 1996 - December 1999
Skills
Investments, Finance, Sales, Retail, Sales Management, Cold Calling, Merchandising, Customer Service, Inventory Management, Team Building, Marketing, Hiring, Recruiting, Training, Time Management, Coaching, Building Relationships, Operations Management, People Development, Employee Training, Solution Selling, Retirement, Profit, Management, New Business Development, Loss Prevention, Store Operations, Inventory Control, Leadership, Store Management, Visual Merchandising, Retail Sales, Big Box, Driving Results, New Store Openings, Customer Satisfaction, Customer Retention, Customer Experience, Planograms, Sales Operations, Shrinkage, Strategic Planning, Performance Management, Succession Planning, Marketing Strategy, Team Leadership, Strategy, Microsoft Office, P
Education
Anoka Senior High School 1992 — 1995
High School Diploma
Anoka Ramsey Community College
Associate of Arts (A.A.), General Studies
University of Minnesota-Twin Cities
Bachelor's degree, History
Kerry Thell's AXA Advisors Experience 2007 - 2007
Job Associate Manager, Business Development at Forum One
Industry Information Technology and Services
Experience
Forum One November 2011 - Present
Forum One 2010 - November 2011
Forum One May 2009 - 2010
American University 2007 - 2009
DCS Services January 2008 - May 2008
US-Asia Institute August 2007 - December 2007
AXA Advisors 2007 - 2007
Skills
Social Media, Drupal, Website Development, Proposal Writing, Agile Project Management, New Business Development, Sales Management, Cost Estimating, Proposal Coordination, Project Management, Web Analytics, Research, Business Development, Social Media Marketing, CMS, Program Management, Web Design
Education
American University 2005 — 2009
B.S. Business Administration, Business Administration and International Studies
American University - Kogod School of Business 2005 — 2009
B.S., Business Administration
Forum One November 2011 - Present
Forum One 2010 - November 2011
Forum One May 2009 - 2010
American University 2007 - 2009
DCS Services January 2008 - May 2008
US-Asia Institute August 2007 - December 2007
AXA Advisors 2007 - 2007
Skills
Social Media, Drupal, Website Development, Proposal Writing, Agile Project Management, New Business Development, Sales Management, Cost Estimating, Proposal Coordination, Project Management, Web Analytics, Research, Business Development, Social Media Marketing, CMS, Program Management, Web Design
Education
American University 2005 — 2009
B.S. Business Administration, Business Administration and International Studies
American University - Kogod School of Business 2005 — 2009
B.S., Business Administration
John Frank's AXA Advisors Experience August 2008 - February 2014
Job Lead Manager, New Hire Initiatives & Online Training at AXA US
Industry Financial Services
Experience
AXA US March 2014 - Present
AXA Advisors August 2008 - February 2014
US Army December 1985 - September 2008
Skills
Series 7, Series 24, Six Sigma Black Belt, Process Improvement, Operations Management, Cross-functional Team..., Business Process..., Strategic Planning
Education
Appalachian State University 1982 — 1986
BSBA, Finance
NC A&T State University 1992 — 1994
Master of Science (MS), Industry Technology
NC State University 2005 — 2006
Six Sigma Black Belt
AXA US March 2014 - Present
AXA Advisors August 2008 - February 2014
US Army December 1985 - September 2008
Skills
Series 7, Series 24, Six Sigma Black Belt, Process Improvement, Operations Management, Cross-functional Team..., Business Process..., Strategic Planning
Education
Appalachian State University 1982 — 1986
BSBA, Finance
NC A&T State University 1992 — 1994
Master of Science (MS), Industry Technology
NC State University 2005 — 2006
Six Sigma Black Belt
Marc Kotarski's AXA Advisors Experience November 2004 - July 2007
Job at
Industry Information Technology and Services
Experience
Irr Supply Centers September 2013 - Present
Local Edge - Hearst Media Services March 2011 - September 2013
Liturgical Publications January 2009 - March 2011
AXA Advisors November 2004 - July 2007
Grever's - Hodge Flower Shop July 1981 - November 2004
Skills
Advertising, Sales Management, Customer Service, Public Relations, Marketing, Sales, New Business Development, Social Media Marketing, Online Advertising, Account Management, Salesforce.com, Social Media, Business Development, Strategic Planning, Email Marketing, Marketing Strategy, SEO, Sales Process, Social Networking, Google Adwords, Digital Media, Leadership, Lead Generation, Management, Digital Marketing, SEM, Online Marketing, B2B, Direct Marketing
Education
Alfred State College - SUNY College of Technology 1980 — 1982
Floralculture
cchs
cchs
cchs
cchs
Irr Supply Centers September 2013 - Present
Local Edge - Hearst Media Services March 2011 - September 2013
Liturgical Publications January 2009 - March 2011
AXA Advisors November 2004 - July 2007
Grever's - Hodge Flower Shop July 1981 - November 2004
Skills
Advertising, Sales Management, Customer Service, Public Relations, Marketing, Sales, New Business Development, Social Media Marketing, Online Advertising, Account Management, Salesforce.com, Social Media, Business Development, Strategic Planning, Email Marketing, Marketing Strategy, SEO, Sales Process, Social Networking, Google Adwords, Digital Media, Leadership, Lead Generation, Management, Digital Marketing, SEM, Online Marketing, B2B, Direct Marketing
Education
Alfred State College - SUNY College of Technology 1980 — 1982
Floralculture
cchs
cchs
cchs
cchs
Matt Daine's AXA Advisors Experience 2000 - 2002
Job Sales Executive at Morris Export Services
Industry Logistics and Supply Chain
Experience
Morris Export Services 2007 - Present
AXA Advisors 2000 - 2002
Dun & Bradstreet 1978 - 1994
Skills
Account Management, Export, New Business Development, International Logistics, Logistics, Customer Service, Transportation, Key Account Management, Pricing, Purchasing, Supply Chain, 3PL, International Trade, Freight Forwarding, Ocean
Education
Arizona State University
BSBA, Marketing
Morris Export Services 2007 - Present
AXA Advisors 2000 - 2002
Dun & Bradstreet 1978 - 1994
Skills
Account Management, Export, New Business Development, International Logistics, Logistics, Customer Service, Transportation, Key Account Management, Pricing, Purchasing, Supply Chain, 3PL, International Trade, Freight Forwarding, Ocean
Education
Arizona State University
BSBA, Marketing
Kevin R. Soltani's AXA Advisors Experience March 2014 - November 2014
Job Investment Manager & Consultant
Industry Investment Management
Experience
GIMA Corp. January 2012 - Present
American Liberty University January 2008 - Present
Bit Rig Builder (BRB) August 2013 - August 2015
Listen2House.com February 2008 - May 2015
AXA Advisors March 2014 - November 2014
uMOGO January 2013 - November 2014
Cortiglia, LLC January 2011 - June 2011
Yam Street Inc. January 2010 - June 2010
Skills
Financial Analysis, Management, Entrepreneurship, Leadership, Marketing, Finance, International Relations, Portfolio Management, Start-ups, Microsoft Excel, Sales, Business Development
Education
University of San Francisco 2009 — 2011
Bachelor of Science (B.S.), International Business & Finance
The American Business school of Paris 2010 — 2010
International Finance, 4.0
California State University-Fullerton 2007 — 2008
Cell Biology and Anatomy
GIMA Corp. January 2012 - Present
American Liberty University January 2008 - Present
Bit Rig Builder (BRB) August 2013 - August 2015
Listen2House.com February 2008 - May 2015
AXA Advisors March 2014 - November 2014
uMOGO January 2013 - November 2014
Cortiglia, LLC January 2011 - June 2011
Yam Street Inc. January 2010 - June 2010
Skills
Financial Analysis, Management, Entrepreneurship, Leadership, Marketing, Finance, International Relations, Portfolio Management, Start-ups, Microsoft Excel, Sales, Business Development
Education
University of San Francisco 2009 — 2011
Bachelor of Science (B.S.), International Business & Finance
The American Business school of Paris 2010 — 2010
International Finance, 4.0
California State University-Fullerton 2007 — 2008
Cell Biology and Anatomy
Eddie Hasemann's AXA Advisors Experience September 2011 - Present
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors September 2011 - Present
Education
Adelphi University 2008 — 2010
Finance
AXA Advisors September 2011 - Present
Education
Adelphi University 2008 — 2010
Finance
Andres Vitalis's AXA Advisors Experience November 2010 - June 2011
Job Regional Banking Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Lisa(Haoran) Yang's AXA Advisors Experience June 2012 - September 2012
Job
Industry Investment Management
Experience
Nasdaq February 2015 - Present
Bloomberg LP February 2014 - January 2015
Ryan Labs April 2013 - July 2013
AXA Advisors June 2012 - September 2012
China Merchants Bank July 2009 - August 2009
China Construction Bank (Asia) Corporation Ltd. July 2008 - August 2008
Skills
Mergers & Acquisitions, Private Equity, Bloomberg Terminal, Portfolio Management, Data Analysis, Fixed Income Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Morningstar, Access, Outlook, Microsoft Word, Bloomberg, VBA, FactSet
Education
Pace University 2011 — 2013
Master of Science, Finance-Investment Management
Yunnan University of Finance and Economics 2007 — 2011
Bachelor of Science, Finance
Nasdaq February 2015 - Present
Bloomberg LP February 2014 - January 2015
Ryan Labs April 2013 - July 2013
AXA Advisors June 2012 - September 2012
China Merchants Bank July 2009 - August 2009
China Construction Bank (Asia) Corporation Ltd. July 2008 - August 2008
Skills
Mergers & Acquisitions, Private Equity, Bloomberg Terminal, Portfolio Management, Data Analysis, Fixed Income Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Morningstar, Access, Outlook, Microsoft Word, Bloomberg, VBA, FactSet
Education
Pace University 2011 — 2013
Master of Science, Finance-Investment Management
Yunnan University of Finance and Economics 2007 — 2011
Bachelor of Science, Finance
Leland Williamson's AXA Advisors Experience March 1980 - October 2010
Job Retired at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1980 - October 2010
AXA Advisors March 1980 - October 2010
Baptist Church January 1966 - April 1980
Education
New Orleans Baptist Theological Seminary 1972 — 1974
Master of Divinity (M.Div.), Clinical Pastoral Counseling/Patient Counseling, 3.8
Charleston Southern University 1970 — 1972
Bachelor of Arts (B.A.), History, Religion = Double Major, 3.6
Anderson University (SC) 1968 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
Anderson University (SC) 1967 — 1970
Associate of Arts (AA), Major, English & Bible
AXA Advisors March 1980 - October 2010
AXA Advisors March 1980 - October 2010
Baptist Church January 1966 - April 1980
Education
New Orleans Baptist Theological Seminary 1972 — 1974
Master of Divinity (M.Div.), Clinical Pastoral Counseling/Patient Counseling, 3.8
Charleston Southern University 1970 — 1972
Bachelor of Arts (B.A.), History, Religion = Double Major, 3.6
Anderson University (SC) 1968 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
Anderson University (SC) 1967 — 1970
Associate of Arts (AA), Major, English & Bible
Jeffrey Philippe's AXA Advisors Experience November 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Buckle July 2009 - August 2012
Skills
Negotiation, Recruiting, Sales Management, Direct Sales, Networking, Job Scheduling, Leadership Development, Mentoring
Education
Adams State College 2001 — 2005
Bachelor of Science (B.S.), Marketing
AXA Advisors November 2012 - Present
Buckle July 2009 - August 2012
Skills
Negotiation, Recruiting, Sales Management, Direct Sales, Networking, Job Scheduling, Leadership Development, Mentoring
Education
Adams State College 2001 — 2005
Bachelor of Science (B.S.), Marketing
Spencer Prosen's AXA Advisors Experience July 2015 - Present
Job Financial Professional, AXA Advisors LLC
Industry Food & Beverages
Experience
AXA Advisors July 2015 - Present
Red Daisy Coffee Co. September 2012 - Present
Oregon Army National Guard September 2011 - Present
US Army June 2014 - April 2015
Skills
Individual and..., Life Insurance Services, Financial Risk..., Building and Preserving..., Estate Planning
Education
American Public University System 2015 — 2016
Legal Studies, General
AXA Advisors July 2015 - Present
Red Daisy Coffee Co. September 2012 - Present
Oregon Army National Guard September 2011 - Present
US Army June 2014 - April 2015
Skills
Individual and..., Life Insurance Services, Financial Risk..., Building and Preserving..., Estate Planning
Education
American Public University System 2015 — 2016
Legal Studies, General
christopher Rawls's AXA Advisors Experience January 2008 - May 2010
Job
Industry Oil & Energy
Experience
Chevron January 2011 - Present
Chevron September 2009 - December 2010
AXA Advisors January 2008 - May 2010
Skills
Petroleum, Contract Negotiation, Project Management, Energy, Oil & Gas, Negotiation, Strategic Planning, Upstream, Energy Industry, Gas, Natural Gas, Pricing, Life Insurance, Financial Services, Lubricants, Sales, SAP ERP, SAP SD, SAP Implementation, Procurement
Education
Arizona State University 2014 — 2015
Certification, Supply Chaing Management
IACCM 2013 — 2014
Certification, Logistics, Materials, and Supply Chain Management
National University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Arizona State University 1974 — 1979
Bachelor of Applied Science (B.A.Sc.), History
Chevron January 2011 - Present
Chevron September 2009 - December 2010
AXA Advisors January 2008 - May 2010
Skills
Petroleum, Contract Negotiation, Project Management, Energy, Oil & Gas, Negotiation, Strategic Planning, Upstream, Energy Industry, Gas, Natural Gas, Pricing, Life Insurance, Financial Services, Lubricants, Sales, SAP ERP, SAP SD, SAP Implementation, Procurement
Education
Arizona State University 2014 — 2015
Certification, Supply Chaing Management
IACCM 2013 — 2014
Certification, Logistics, Materials, and Supply Chain Management
National University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Arizona State University 1974 — 1979
Bachelor of Applied Science (B.A.Sc.), History
Hyojung Kim's AXA Advisors Experience September 2014 - April 2015
Job Looking for a challenging position in IB, 2016 CFA Level II Candidate
Industry Investment Banking
Experience
AXA Advisors September 2014 - April 2015
Hanwha Asset Management June 2010 - August 2010
Osung bank July 2009 - August 2009
Bosung Inc. September 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Outlook, US GAAP, Financial Forecasting, Enterprise Valuation, Risk Management, Financial Analysis, Financial Statement..., Financial Statements, IFRS, StatTools, Equity Research, Fixed Income Analysis, Equity Derivatives
Education
Pace University - Lubin School of Business 2014 — 2015
Master’s Degree, Financial Management, 3.68
Yeongnam University 2007 — 2011
Bachelor's Degree, Economics, 4.1
Beihua University 2008 — 2009
Exchange program, Chinese Language and Literature
June 2016 Level II Candidate in the CFA Program
Finance, General
AXA Advisors September 2014 - April 2015
Hanwha Asset Management June 2010 - August 2010
Osung bank July 2009 - August 2009
Bosung Inc. September 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Outlook, US GAAP, Financial Forecasting, Enterprise Valuation, Risk Management, Financial Analysis, Financial Statement..., Financial Statements, IFRS, StatTools, Equity Research, Fixed Income Analysis, Equity Derivatives
Education
Pace University - Lubin School of Business 2014 — 2015
Master’s Degree, Financial Management, 3.68
Yeongnam University 2007 — 2011
Bachelor's Degree, Economics, 4.1
Beihua University 2008 — 2009
Exchange program, Chinese Language and Literature
June 2016 Level II Candidate in the CFA Program
Finance, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO