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
Glenn E. Holbert Glenn E. Holbert's AXA Advisors Experience September 2013 - Present
Job Financial Professional at AXA Advisors, DBA Azpire Financial & Insurance Services
Industry Financial Services
Experience
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
Anthony Nappo Anthony Nappo's AXA Advisors Experience April 2013 - September 2013
Job Teacher at Montgomery County Public Schools
Industry Primary/Secondary Education
Experience
Montgomery County Public Schools October 2013 - Present
AXA Advisors April 2013 - September 2013
Myles Financial Services September 2012 - September 2013
Valley Central High School August 2010 - June 2012
Minisink Valley Central School District August 2010 - June 2012
Skills
Teaching, Life Insurance, Training, Differentiated..., Instructional Technology, Lesson Planning, Instructional Design
Education
New York Institute of Technology-Old Westbury 2011 — 2013
Master of Science (M.S.), Instructional Technology
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), History; Education
Minisink Valley High School 2002 — 2006
Montgomery County Public Schools October 2013 - Present
AXA Advisors April 2013 - September 2013
Myles Financial Services September 2012 - September 2013
Valley Central High School August 2010 - June 2012
Minisink Valley Central School District August 2010 - June 2012
Skills
Teaching, Life Insurance, Training, Differentiated..., Instructional Technology, Lesson Planning, Instructional Design
Education
New York Institute of Technology-Old Westbury 2011 — 2013
Master of Science (M.S.), Instructional Technology
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), History; Education
Minisink Valley High School 2002 — 2006
Steve McClelland, CLU, ChFC Steve McClelland, CLU, ChFC's AXA Advisors Experience November 1985 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 1985 - Present
Education
Georgia Southern University 1980 — 1985
BBA MGT, Marketing
WALTON 1976 — 1980
Diploma
AXA Advisors November 1985 - Present
Education
Georgia Southern University 1980 — 1985
BBA MGT, Marketing
WALTON 1976 — 1980
Diploma
Stanford Lwin Stanford Lwin's AXA Advisors Experience June 2014 - August 2014
Job Investor Services Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
AXA Advisors June 2014 - August 2014
Keller Williams New York City June 2013 - August 2013
Skills
Microsoft Word, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, PowerPoint, Social Media, Customer Service, Social Networking, Facebook, Real Estate, Data Analysis, Public Speaking, Photoshop, English, Leadership, Event Planning, Finance
Education
Fordham University 2011 — 2015
Guggenheim Partners July 2015 - Present
AXA Advisors June 2014 - August 2014
Keller Williams New York City June 2013 - August 2013
Skills
Microsoft Word, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, PowerPoint, Social Media, Customer Service, Social Networking, Facebook, Real Estate, Data Analysis, Public Speaking, Photoshop, English, Leadership, Event Planning, Finance
Education
Fordham University 2011 — 2015
Derrick Mulder's AXA Advisors Experience March 2001 - April 2002
Job Account Manager at Commerce Bank
Industry Consumer Services
Experience
Commerce Bank October 2012 - Present
Republic Services Inc August 2010 - October 2012
Elzinga & Volkers Inc. May 2008 - August 2009
Eastbrook Homes May 2002 - May 2008
AXA Advisors March 2001 - April 2002
Skills
Microsoft Excel, New Business Development, Sales, Customer Service, Pricing, Contract Negotiation, Strategic Planning, Training, Account Management, Sales Management, Sales Process, Sales Operations, Cold Calling, Salesforce.com, Forecasting
Education
Grand Valley State University 1997 — 2001
Bachelors, Finance
Commerce Bank October 2012 - Present
Republic Services Inc August 2010 - October 2012
Elzinga & Volkers Inc. May 2008 - August 2009
Eastbrook Homes May 2002 - May 2008
AXA Advisors March 2001 - April 2002
Skills
Microsoft Excel, New Business Development, Sales, Customer Service, Pricing, Contract Negotiation, Strategic Planning, Training, Account Management, Sales Management, Sales Process, Sales Operations, Cold Calling, Salesforce.com, Forecasting
Education
Grand Valley State University 1997 — 2001
Bachelors, Finance
Natalie Marie (Huch) Hardegree Natalie Marie (Huch) Hardegree's AXA Advisors Experience October 2013 - November 2014
Job Research Sales Representative at Thermo Fisher Scientific
Industry Research
Experience
Thermo Fisher Scientific November 2014 - Present
AXA Advisors October 2013 - November 2014
Thermo Fisher Scientific June 2010 - October 2013
Thermo Fisher Scientific June 2009 - June 2010
Education
Georgia Institute of Technology 2004 — 2008
B.S., Biology
NGHS
Thermo Fisher Scientific November 2014 - Present
AXA Advisors October 2013 - November 2014
Thermo Fisher Scientific June 2010 - October 2013
Thermo Fisher Scientific June 2009 - June 2010
Education
Georgia Institute of Technology 2004 — 2008
B.S., Biology
NGHS
Thomas Bockenstedt's AXA Advisors Experience May 2013 - March 2014
Job Financial Consultant
Industry Financial Services
Experience
1st Consumer Advisory Group April 2014 - September 2014
AXA Advisors May 2013 - March 2014
The Home Depot March 2010 - April 2013
Skills
Forecasting, Financial Analysis, Strategic Financial..., Finance, Investments, Insurance, Retirement Planning, Financial Modeling, Mutual Funds, Financial Advisory
Education
Fort Lewis College 2007 — 2013
Bachelor of Arts (B.A.), Finance
Littleton High School 2004 — 2008
1st Consumer Advisory Group April 2014 - September 2014
AXA Advisors May 2013 - March 2014
The Home Depot March 2010 - April 2013
Skills
Forecasting, Financial Analysis, Strategic Financial..., Finance, Investments, Insurance, Retirement Planning, Financial Modeling, Mutual Funds, Financial Advisory
Education
Fort Lewis College 2007 — 2013
Bachelor of Arts (B.A.), Finance
Littleton High School 2004 — 2008
Lisa Boulanger's AXA Advisors Experience January 2005 - June 2008
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
AXA Advisors January 2005 - June 2008
First Command Financial Services August 2004 - December 2004
Bath Fitter March 2003 - July 2004
First Command Financial Services January 2000 - March 2003
The Fayetteville Observer October 1998 - November 1999
Mid-South Insurance Company March 1998 - October 1998
First Command Financial Services July 1995 - August 1997
Skills
Office Management, Office Administration, Computers, Customer Service, Customer Satisfaction, Finance, Training, Administrative..., Outlook, Spreadsheets, Data Entry, Time Management, Insurance, Receptionist Duties, Management, Telephone Skills, Event Planning, Administration, Marketing, Investments, Microsoft Office, Leadership, Team Building, Public Speaking, Research, Strategic Planning
Education
Green River Community College 2005 — 2007
Lindbergh High School 1982 — 1986
Edward Jones June 2008 - Present
AXA Advisors January 2005 - June 2008
First Command Financial Services August 2004 - December 2004
Bath Fitter March 2003 - July 2004
First Command Financial Services January 2000 - March 2003
The Fayetteville Observer October 1998 - November 1999
Mid-South Insurance Company March 1998 - October 1998
First Command Financial Services July 1995 - August 1997
Skills
Office Management, Office Administration, Computers, Customer Service, Customer Satisfaction, Finance, Training, Administrative..., Outlook, Spreadsheets, Data Entry, Time Management, Insurance, Receptionist Duties, Management, Telephone Skills, Event Planning, Administration, Marketing, Investments, Microsoft Office, Leadership, Team Building, Public Speaking, Research, Strategic Planning
Education
Green River Community College 2005 — 2007
Lindbergh High School 1982 — 1986
James Watkins, III, JD, CFP®, AWMA® James Watkins, III, JD, CFP®, AWMA®'s AXA Advisors Experience November 1999 - March 2001
Job CEO/Managing Member at InvestSense, LLC
Industry Financial Services
Experience
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
Lena Melkonian Lena Melkonian's AXA Advisors Experience May 2014 - September 2014
Job Administrative Assistant at The GEO Group, Inc.
Industry Financial Services
Experience
The GEO Group, Inc. October 2014 - Present
AXA Advisors May 2014 - September 2014
International Fidelity Insurance Company June 2008 - July 2013
The Segal Group, LLC January 2005 - October 2007
Marsh May 2001 - April 2004
Kazanjian June 1997 - April 2001
Peacock Films November 1996 - June 1997
Law Offices of David L. Amkraut January 1993 - November 1996
Skills
Foreign Languages, PowerPoint, Microsoft Excel, Windows, Client Relations, Client Billing, Client Liaison, Client Services, Risk Management, Salesforce.com, Sales, Writing, Creative Writing, Advertising Sales, Microsoft Office, Problem Solving, Project Management, Project Delivery, Hospitality Industry, QuickBooks, Access, Lotus Notes, Databases, Management, Event Planning
Education
Glendale Career College 1991 — 1991
Legal Secretary Certificate- Business English Certificate, Legal Secretary, N/A
The GEO Group, Inc. October 2014 - Present
AXA Advisors May 2014 - September 2014
International Fidelity Insurance Company June 2008 - July 2013
The Segal Group, LLC January 2005 - October 2007
Marsh May 2001 - April 2004
Kazanjian June 1997 - April 2001
Peacock Films November 1996 - June 1997
Law Offices of David L. Amkraut January 1993 - November 1996
Skills
Foreign Languages, PowerPoint, Microsoft Excel, Windows, Client Relations, Client Billing, Client Liaison, Client Services, Risk Management, Salesforce.com, Sales, Writing, Creative Writing, Advertising Sales, Microsoft Office, Problem Solving, Project Management, Project Delivery, Hospitality Industry, QuickBooks, Access, Lotus Notes, Databases, Management, Event Planning
Education
Glendale Career College 1991 — 1991
Legal Secretary Certificate- Business English Certificate, Legal Secretary, N/A
Avrey Muela's AXA Advisors Experience June 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2012 - Present
Skills
Retirement Planning, Wealth Management..., Life Transitions, Wealth Accumulation..., Wealth Preservation..., Pension Maximization, Life Insurance Planning
Education
Full Sail University 2007 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Full Sail University 2007 — 2009
Associate's degree, Recording Arts Technology/Technician
Spring Grove Area High 2002 — 2006
High School Diploma
AXA Advisors June 2012 - Present
Skills
Retirement Planning, Wealth Management..., Life Transitions, Wealth Accumulation..., Wealth Preservation..., Pension Maximization, Life Insurance Planning
Education
Full Sail University 2007 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Full Sail University 2007 — 2009
Associate's degree, Recording Arts Technology/Technician
Spring Grove Area High 2002 — 2006
High School Diploma
kevin fulton kevin fulton's AXA Advisors Experience August 1999 - June 2002
Job Customer Relationship Manager II at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
TIAA-CREF September 2007 - April 2012
Citi October 2006 - September 2007
LendingTree.Com August 2005 - September 2006
ACS HR Solutions July 2002 - June 2005
AXA Advisors August 1999 - June 2002
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Employee Benefits, Retirement, Analysis, Account Reconciliation, Loans, Accounting, Mortgage Lending, Fixed Annuities, 401k, Strategy, Time Management, Pensions, Financial Risk, Real Estate, Small Business, Negotiation
Education
Techskills, LLC 2008 — 2009
N/A, ITSA program
SUNY Potsdam 1992 — 1995
Bachelor Degree, Speech Communications
Genesee Community College 1990 — 1992
Associate Degree, Occupational Studies
Central Piedmont Community CollegeFeb 2006
jamaica high school
jamaica high school
Bank of America April 2012 - Present
TIAA-CREF September 2007 - April 2012
Citi October 2006 - September 2007
LendingTree.Com August 2005 - September 2006
ACS HR Solutions July 2002 - June 2005
AXA Advisors August 1999 - June 2002
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Employee Benefits, Retirement, Analysis, Account Reconciliation, Loans, Accounting, Mortgage Lending, Fixed Annuities, 401k, Strategy, Time Management, Pensions, Financial Risk, Real Estate, Small Business, Negotiation
Education
Techskills, LLC 2008 — 2009
N/A, ITSA program
SUNY Potsdam 1992 — 1995
Bachelor Degree, Speech Communications
Genesee Community College 1990 — 1992
Associate Degree, Occupational Studies
Central Piedmont Community CollegeFeb 2006
jamaica high school
jamaica high school
Katelyn Kovacs's AXA Advisors Experience September 2012 - January 2013
Job CPA Candidate
Industry Accounting
Experience
Crime Victim Center of Erie County June 2014 - July 2015
Scott Enterprises, Erie PA. August 2013 - June 2014
AXA Advisors September 2012 - January 2013
J.H. Bennett Moving & Storage June 2009 - January 2012
Skills
Invoicing, Accounting, Portfolio Management, Financial Statements, Asset Allocation, Microsoft Office, Access, PowerPoint, Retirement, Customer Service, Microsoft Excel, Event Planning, Outlook, Financial Reporting, Financial Analysis, Leadership, Time Management, Microsoft Word, Organizational..., Group Work, Organizational..., Finance
Education
Gannon University 2009 — 2013
Bachelor of Science (BS), Accounting
Crime Victim Center of Erie County June 2014 - July 2015
Scott Enterprises, Erie PA. August 2013 - June 2014
AXA Advisors September 2012 - January 2013
J.H. Bennett Moving & Storage June 2009 - January 2012
Skills
Invoicing, Accounting, Portfolio Management, Financial Statements, Asset Allocation, Microsoft Office, Access, PowerPoint, Retirement, Customer Service, Microsoft Excel, Event Planning, Outlook, Financial Reporting, Financial Analysis, Leadership, Time Management, Microsoft Word, Organizational..., Group Work, Organizational..., Finance
Education
Gannon University 2009 — 2013
Bachelor of Science (BS), Accounting
Richard Latta's AXA Advisors Experience January 2004 - January 2005
Job Newly admitted Georgia Attorney seeking Prosecutor Position
Industry Law Practice
Experience
Georgia Innocence Project December 2013 - Present
The Princeton Review September 2012 - Present
Georgia State University June 2008 - January 2012
CardioMEMS, Inc. December 2007 - January 2008
AXA Advisors January 2004 - January 2005
Federal Reserve Bank of Atlanta April 2001 - September 2004
Skills
Critical Thinking, Public Speaking, University Teaching, Intellectual Property, Higher Education, Tax Law, Corporate Law, Tutoring, Research, Trials
Education
Georgia State University 2006 — 2012
Doctor of Law (JD), Law
Georgia State University 2007 — 2012
Master of Arts (M.A.), Philosophy
Georgia State University 2005 — 2006
Bachelor of Arts (B.A.), Philosophy
Georgia State University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
The Principia 1991 — 1995
High School diploma
Georgia Innocence Project December 2013 - Present
The Princeton Review September 2012 - Present
Georgia State University June 2008 - January 2012
CardioMEMS, Inc. December 2007 - January 2008
AXA Advisors January 2004 - January 2005
Federal Reserve Bank of Atlanta April 2001 - September 2004
Skills
Critical Thinking, Public Speaking, University Teaching, Intellectual Property, Higher Education, Tax Law, Corporate Law, Tutoring, Research, Trials
Education
Georgia State University 2006 — 2012
Doctor of Law (JD), Law
Georgia State University 2007 — 2012
Master of Arts (M.A.), Philosophy
Georgia State University 2005 — 2006
Bachelor of Arts (B.A.), Philosophy
Georgia State University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
The Principia 1991 — 1995
High School diploma
Brenda McClelland's AXA Advisors Experience October 1989 - October 2012
Job Flight Attendant
Industry Airlines/Aviation
Experience
ExpressJet Airlines April 2015 - Present
American Advisors, LLC November 2012 - Present
AXA Advisors October 1989 - October 2012
Education
Georgia State University 1985 — 1988
ExpressJet Airlines April 2015 - Present
American Advisors, LLC November 2012 - Present
AXA Advisors October 1989 - October 2012
Education
Georgia State University 1985 — 1988
Cynthia Aragon Cynthia Aragon's AXA Advisors Experience January 1998 - January 2001
Job CCO / General Counsel at Crabel Capital Management, LLC
Industry Financial Services
Experience
Cynthia Aragon, author July 2013 - Present
Crabel Capital Management, LLC January 2012 - Present
Investment Banking Company June 2011 - December 2011
FATTOC, LLC August 2008 - June 2010
SEB ENSKILDA, INC April 2006 - August 2008
GE Asset Management January 2005 - April 2006
Deloitte March 2004 - December 2004
Ameriprise Financial October 2001 - March 2004
AXA Advisors January 1998 - January 2001
Citibank, N January 1995 - January 1998
Education
Fordham University School of Law 1993 — 1996
Juris Doctor, Law
New York University 1990 — 1993
Bachelor of Arts, Political Science
Cynthia Aragon, author July 2013 - Present
Crabel Capital Management, LLC January 2012 - Present
Investment Banking Company June 2011 - December 2011
FATTOC, LLC August 2008 - June 2010
SEB ENSKILDA, INC April 2006 - August 2008
GE Asset Management January 2005 - April 2006
Deloitte March 2004 - December 2004
Ameriprise Financial October 2001 - March 2004
AXA Advisors January 1998 - January 2001
Citibank, N January 1995 - January 1998
Education
Fordham University School of Law 1993 — 1996
Juris Doctor, Law
New York University 1990 — 1993
Bachelor of Arts, Political Science
Mike Dewberry, CLU Mike Dewberry, CLU's AXA Advisors Experience March 1972 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1972 - Present
Georgia Department of Insurance January 1970 - February 1972
Skills
Retirement Planning, Health and Life..., Securities Planning, Long Term Care Financing, Annuity Discussions, Employee Benefit..., Roth IRA, Business Succession..., Disability Management
Education
Georgia State University 1966 — 1970
BBA, Insurance and Business Law
AXA Advisors March 1972 - Present
Georgia Department of Insurance January 1970 - February 1972
Skills
Retirement Planning, Health and Life..., Securities Planning, Long Term Care Financing, Annuity Discussions, Employee Benefit..., Roth IRA, Business Succession..., Disability Management
Education
Georgia State University 1966 — 1970
BBA, Insurance and Business Law
Scarlett Shijia Hu's AXA Advisors Experience March 2015 - Present
Job Research Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AiCE Group - Silver Leaf Partners November 2014 - March 2015
JD Capital August 2011 - July 2013
Zhejiang Province Chamber of Commerce of Industry June 2010 - September 2010
Skills
Financial Modeling, Valuation Analysis, Private Equity, Buy-side Research, Portfolio Management, Due Diligence, Microsoft Excel, Finance, Valuation, Analysis, Financial Analysis, Investments
Education
Fordham University 2013 — 2014
Master of Science (MSc), Global Finance
Imperial College London 2008 — 2011
Bachelor of Science (BSc), Mathematics with Statistics for Finance
AXA Advisors March 2015 - Present
AiCE Group - Silver Leaf Partners November 2014 - March 2015
JD Capital August 2011 - July 2013
Zhejiang Province Chamber of Commerce of Industry June 2010 - September 2010
Skills
Financial Modeling, Valuation Analysis, Private Equity, Buy-side Research, Portfolio Management, Due Diligence, Microsoft Excel, Finance, Valuation, Analysis, Financial Analysis, Investments
Education
Fordham University 2013 — 2014
Master of Science (MSc), Global Finance
Imperial College London 2008 — 2011
Bachelor of Science (BSc), Mathematics with Statistics for Finance
Christopher Gagnier's AXA Advisors Experience October 2012 - May 2014
Job Regional Consultant at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
Lorie Scheibel, MBA Lorie Scheibel, MBA's AXA Advisors Experience October 2011 - December 2014
Job Providing Clarity and Confidence in Your Financial Future
Industry Financial Services
Experience
Lincoln Financial Advisors December 2014 - Present
Revere Bank 2008 - Present
AXA Advisors October 2011 - December 2014
LONG AND FOSTER REAL ESTATE, INC. 1989 - December 2012
The Center for Sustainable Social Impact 2010 - November 2011
US Department of Homeland Security October 2009 - November 2011
(AACS) Annapolis Area Christian School, Annapolis, MD December 2004 - July 2008
U.S. Department of Labor, Bureau of Labor Statistics 1982 - 1989
Education
University of Pennsylvania - The Wharton School
Certificate: Retirement Planning Specialist
Georgetown University
Executive and Nonprofit Leadership (Certificate), Strategy and Leadership Development
Loyola College in Maryland 2002 — 2005
Executive MBA, Business, Economics, Finance, Management
University of Maryland College Park
B.S., Consumer Economics, suma cum laude, Economics, Finance, Consumer Behavior
Parkdale
Lincoln Financial Advisors December 2014 - Present
Revere Bank 2008 - Present
AXA Advisors October 2011 - December 2014
LONG AND FOSTER REAL ESTATE, INC. 1989 - December 2012
The Center for Sustainable Social Impact 2010 - November 2011
US Department of Homeland Security October 2009 - November 2011
(AACS) Annapolis Area Christian School, Annapolis, MD December 2004 - July 2008
U.S. Department of Labor, Bureau of Labor Statistics 1982 - 1989
Education
University of Pennsylvania - The Wharton School
Certificate: Retirement Planning Specialist
Georgetown University
Executive and Nonprofit Leadership (Certificate), Strategy and Leadership Development
Loyola College in Maryland 2002 — 2005
Executive MBA, Business, Economics, Finance, Management
University of Maryland College Park
B.S., Consumer Economics, suma cum laude, Economics, Finance, Consumer Behavior
Parkdale
Jon Ross Parisi Jon Ross Parisi's AXA Advisors Experience July 2011 - August 2011
Job Digital Analyst at Carrot a VICE company
Industry Marketing and Advertising
Experience
Carrot - a VICE company January 2015 - Present
OMD Worldwide May 2014 - December 2014
Canvs (Formerly Mashwork) June 2013 - May 2014
360i June 2012 - June 2013
Gameloft September 2011 - December 2011
AXA Advisors July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Financial Analysis, Bloomberg Terminal, Social Media, Spanish, Research, Marketing, Data Analysis, Social Networking, Economics, Event Planning
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General
Carrot - a VICE company January 2015 - Present
OMD Worldwide May 2014 - December 2014
Canvs (Formerly Mashwork) June 2013 - May 2014
360i June 2012 - June 2013
Gameloft September 2011 - December 2011
AXA Advisors July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Financial Analysis, Bloomberg Terminal, Social Media, Spanish, Research, Marketing, Data Analysis, Social Networking, Economics, Event Planning
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General
Nadine (Eunseo) Jang Nadine (Eunseo) Jang's AXA Advisors Experience January 2014 - June 2014
Job Lexington Consulting Group
Industry International Affairs
Experience
Lexington Consulting Group June 2011 - Present
AXA Advisors January 2014 - June 2014
Global Christian Taskforce August 2011 - April 2013
L'Occitane en Provence June 2012 - August 2012
Skills
Social Media, Event Planning, Facebook, Public Speaking, Microsoft Office, Client Relations Skills, Social Media Marketing, Fundraising, Editing, Market Research, Marketing, Competitive Analysis, Organizational Structure, Managerial Finance, Corporate Development, Corporate Finance, Business Development
Education
Straus Institute for Dispute Resolution - Pepperdine Law School 2012 — 2014
Certificate in Conflict Management
Fudan University
Pepperdine University 2010 — 2014
International Studies with Emphasis in Management
The Summit Country Day School 2006 — 2010
Lexington Consulting Group June 2011 - Present
AXA Advisors January 2014 - June 2014
Global Christian Taskforce August 2011 - April 2013
L'Occitane en Provence June 2012 - August 2012
Skills
Social Media, Event Planning, Facebook, Public Speaking, Microsoft Office, Client Relations Skills, Social Media Marketing, Fundraising, Editing, Market Research, Marketing, Competitive Analysis, Organizational Structure, Managerial Finance, Corporate Development, Corporate Finance, Business Development
Education
Straus Institute for Dispute Resolution - Pepperdine Law School 2012 — 2014
Certificate in Conflict Management
Fudan University
Pepperdine University 2010 — 2014
International Studies with Emphasis in Management
The Summit Country Day School 2006 — 2010
Gary Rodriguez's AXA Advisors Experience June 2014 - Present
Job Client Services Coordinator
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
A&A Music, The Music Stores, Self-Employed June 2008 - Present
Gary Rodriguez August 2007 - Present
The Curious Grape November 2013 - August 2014
Koko FitClub, LLC June 2012 - February 2014
CORESTAFF Services November 2007 - September 2008
Skills
Music, Guitar, Jazz, Customer Service, Microsoft Office, Mathematical Statistics, Market Research, Investments
Education
George Mason University 2007 — 2011
B.M., Jazz/Jazz Studies
AXA Advisors June 2014 - Present
A&A Music, The Music Stores, Self-Employed June 2008 - Present
Gary Rodriguez August 2007 - Present
The Curious Grape November 2013 - August 2014
Koko FitClub, LLC June 2012 - February 2014
CORESTAFF Services November 2007 - September 2008
Skills
Music, Guitar, Jazz, Customer Service, Microsoft Office, Mathematical Statistics, Market Research, Investments
Education
George Mason University 2007 — 2011
B.M., Jazz/Jazz Studies
Michael Pittoni Michael Pittoni's AXA Advisors Experience June 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Audio Breakthroughs 2006 - 2011
Skills
Series 7, Mutual Funds, Retirement, Series 63, Retirement Planning, Estate Planning, Securities, Wealth Management, Life Insurance, Financial Advisory
Education
Fordham University 1995 — 1999
Bachelor's of Science, Business Administration
GC High School
AXA Advisors June 2011 - Present
Audio Breakthroughs 2006 - 2011
Skills
Series 7, Mutual Funds, Retirement, Series 63, Retirement Planning, Estate Planning, Securities, Wealth Management, Life Insurance, Financial Advisory
Education
Fordham University 1995 — 1999
Bachelor's of Science, Business Administration
GC High School
Marko Konte Marko Konte's AXA Advisors Experience 2010 - 2011
Job FX & CFD Trade Specialist at FXCM
Industry Higher Education
Experience
FXCM March 2013 - Present
England International Exchange July 2012 - August 2012
UNHCR June 2012 - July 2012
The Madison Square Garden Company October 2011 - May 2012
Bestalent 2012 - 2012
AXA Advisors 2010 - 2011
Education
Fordham University 2008 — 2012
Bachelors, Economics
New Trier
FXCM March 2013 - Present
England International Exchange July 2012 - August 2012
UNHCR June 2012 - July 2012
The Madison Square Garden Company October 2011 - May 2012
Bestalent 2012 - 2012
AXA Advisors 2010 - 2011
Education
Fordham University 2008 — 2012
Bachelors, Economics
New Trier
Matthew Gast Matthew Gast's AXA Advisors Experience 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2011 - Present
NASA / United Space Alliance August 1999 - April 2011
Skills
Technical Writing, Creative Writing, Private Pilot, Scuba Diving, Instrument Rating, Musicians, Visual Arts
Education
Georgia Institute of Technology 2008 — 2010
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
AXA Advisors 2011 - Present
NASA / United Space Alliance August 1999 - April 2011
Skills
Technical Writing, Creative Writing, Private Pilot, Scuba Diving, Instrument Rating, Musicians, Visual Arts
Education
Georgia Institute of Technology 2008 — 2010
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Jennifer Chiang Jennifer Chiang's AXA Advisors Experience February 2008 - August 2009
Job Director, Global Markets Intelligence at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ August 2013 - Present
S&P Capital IQ December 2012 - July 2013
S&P Capital IQ May 2011 - December 2012
Standard & Poor's May 2010 - May 2011
Standard & Poor's August 2009 - May 2010
AXA Advisors February 2008 - August 2009
Tiffany & Co. July 2004 - August 2008
Bain & Company 2004 - 2004
Skills
Sales, Sales Operations, Equity Research, Salesforce.com, Capital IQ, Finance, Asset Management, Sales Management, Business Planning, Wealth Management, Investment Advisory, Product Training, Investment Advisory..., Operations Management, Separately Managed..., ACT!, MarketScope Advisor
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
Gemological Institute of America 2005 — 2007
G.G., A.J.P., Graduate Gemologist, Accredited Jewelry Professional
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science in Marketing and International Business
S&P Capital IQ August 2013 - Present
S&P Capital IQ December 2012 - July 2013
S&P Capital IQ May 2011 - December 2012
Standard & Poor's May 2010 - May 2011
Standard & Poor's August 2009 - May 2010
AXA Advisors February 2008 - August 2009
Tiffany & Co. July 2004 - August 2008
Bain & Company 2004 - 2004
Skills
Sales, Sales Operations, Equity Research, Salesforce.com, Capital IQ, Finance, Asset Management, Sales Management, Business Planning, Wealth Management, Investment Advisory, Product Training, Investment Advisory..., Operations Management, Separately Managed..., ACT!, MarketScope Advisor
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
Gemological Institute of America 2005 — 2007
G.G., A.J.P., Graduate Gemologist, Accredited Jewelry Professional
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science in Marketing and International Business
Keenan Miller Keenan Miller's AXA Advisors Experience 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors 2013 - Present
Young Life September 2001 - May 2013
Young Life September 2010 - January 2013
Education
Fuller Theological Seminary 2001 — 2010
MAT
State University of New York College at Cortland 1996 — 2001
Bachelor of Science (BS)
AXA Advisors 2013 - Present
Young Life September 2001 - May 2013
Young Life September 2010 - January 2013
Education
Fuller Theological Seminary 2001 — 2010
MAT
State University of New York College at Cortland 1996 — 2001
Bachelor of Science (BS)
Richard Will McClintock III's AXA Advisors Experience September 2014 - December 2014
Job Intern at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors May 2015 - Present
AXA Advisors September 2014 - December 2014
CapTrust Advisors, LLC June 2014 - August 2014
Skills
Teamwork, Team Leadership, Bloomberg Terminal, Morningstar, Economics, CAPM, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, English, Social Networking, Statistics, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Science, Applied Accounting & Finance
Jesuit High School of Tampa 2009 — 2013
Lebenthal Wealth Advisors May 2015 - Present
AXA Advisors September 2014 - December 2014
CapTrust Advisors, LLC June 2014 - August 2014
Skills
Teamwork, Team Leadership, Bloomberg Terminal, Morningstar, Economics, CAPM, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, English, Social Networking, Statistics, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Science, Applied Accounting & Finance
Jesuit High School of Tampa 2009 — 2013
Olivia O'Hara Olivia O'Hara's AXA Advisors Experience September 2013 - December 2013
Job Accounts Payable Coordinator at Christian Louboutin
Industry Financial Services
Experience
Christian Louboutin June 2015 - Present
Christian Louboutin February 2015 - May 2015
Dylan's Candy Bar September 2014 - December 2014
Babson Capital Management June 2014 - August 2014
AXA Advisors September 2013 - December 2013
The Mystic Boathouse May 2013 - August 2013
Eastern States Exposition June 2011 - August 2013
Olympia Sales, Inc. June 2009 - August 2010
Western Massachusetts Youth Lacrosse Association April 2009 - June 2010
Skills
Microsoft Office, Motivated Student, Highly Organized &..., Management Skills, Team Leadership, Close Attention to..., Microsoft Excel, Communication Skills, Research & Planning..., Social Media, Time Management
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Longmeadow High School 2007 — 2011
Christian Louboutin June 2015 - Present
Christian Louboutin February 2015 - May 2015
Dylan's Candy Bar September 2014 - December 2014
Babson Capital Management June 2014 - August 2014
AXA Advisors September 2013 - December 2013
The Mystic Boathouse May 2013 - August 2013
Eastern States Exposition June 2011 - August 2013
Olympia Sales, Inc. June 2009 - August 2010
Western Massachusetts Youth Lacrosse Association April 2009 - June 2010
Skills
Microsoft Office, Motivated Student, Highly Organized &..., Management Skills, Team Leadership, Close Attention to..., Microsoft Excel, Communication Skills, Research & Planning..., Social Media, Time Management
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Longmeadow High School 2007 — 2011
Jojo(Baixiu) Yan's AXA Advisors Experience March 2015 - Present
Job Intern at AXA Advisors
Industry Investment Banking
Experience
AXA Advisors March 2015 - Present
Chinese Students And Scholars Association in Fordham May 2013 - Present
Deutsche Bank May 2014 - August 2014
China Merchants Securities Co., Ltd. December 2013 - January 2014
Bank of China June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, Mac OS, PC, Painting, Access, Event Planning, Social Listening, Strategic Communications, Time Management, Bloomberg Terminal, Organiztion, Google Docs, Wind Terminal, Critical Thinking, Public Speaking, Public Relations
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
AXA Advisors March 2015 - Present
Chinese Students And Scholars Association in Fordham May 2013 - Present
Deutsche Bank May 2014 - August 2014
China Merchants Securities Co., Ltd. December 2013 - January 2014
Bank of China June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, Mac OS, PC, Painting, Access, Event Planning, Social Listening, Strategic Communications, Time Management, Bloomberg Terminal, Organiztion, Google Docs, Wind Terminal, Critical Thinking, Public Speaking, Public Relations
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Richard Annunziata Richard Annunziata's AXA Advisors Experience March 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
T3 Live January 2012 - November 2014
T3 Trading Group, LLC September 2010 - November 2014
Skills
Trading, Proprietary Trading, Technical Analysis, Portfolio Management, Equities, Electronic Trading, Financial Markets, Options, Bloomberg, Trading Systems, Securities, Investments, Equity Trading, Options Strategies, FINRA, Risk Management, Trading Strategies, Alternative Investments
Education
Fordham University 2003 — 2007
BS, Finance
Regis High School 1999 — 2003
AXA Advisors March 2015 - Present
T3 Live January 2012 - November 2014
T3 Trading Group, LLC September 2010 - November 2014
Skills
Trading, Proprietary Trading, Technical Analysis, Portfolio Management, Equities, Electronic Trading, Financial Markets, Options, Bloomberg, Trading Systems, Securities, Investments, Equity Trading, Options Strategies, FINRA, Risk Management, Trading Strategies, Alternative Investments
Education
Fordham University 2003 — 2007
BS, Finance
Regis High School 1999 — 2003
Daniel Donovan Daniel Donovan's AXA Advisors Experience March 2012 - August 2012
Job Analyst at Nomura Securities
Industry
Experience
Nomura Securities August 2014 - Present
Nomura Securities June 2013 - August 2013
Relationship Science October 2012 - April 2013
AXA Advisors March 2012 - August 2012
Skills
Series 63, Series 6, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Analysis
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), History
Fordham Preparatory School 2006 — 2010
Nomura Securities August 2014 - Present
Nomura Securities June 2013 - August 2013
Relationship Science October 2012 - April 2013
AXA Advisors March 2012 - August 2012
Skills
Series 63, Series 6, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Analysis
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), History
Fordham Preparatory School 2006 — 2010
Marcia Saldana's AXA Advisors Experience September 2009 - May 2010
Job Senior Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank May 2014 - February 2015
JPMorgan Chase April 2011 - March 2013
AXA Advisors September 2009 - May 2010
AXA Advisors September 2008 - September 2009
Skills
Banking, Credit, Investments, Mortgage Lending, Financial Analysis, Loans, Risk Management, Retail Banking, Commercial Banking, Wealth Management
Education
Fordham University 2004 — 2009
Finance
Fordham University 2004 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
First Republic Bank February 2015 - Present
First Republic Bank May 2014 - February 2015
JPMorgan Chase April 2011 - March 2013
AXA Advisors September 2009 - May 2010
AXA Advisors September 2008 - September 2009
Skills
Banking, Credit, Investments, Mortgage Lending, Financial Analysis, Loans, Risk Management, Retail Banking, Commercial Banking, Wealth Management
Education
Fordham University 2004 — 2009
Finance
Fordham University 2004 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Xufeng Lu Xufeng Lu's AXA Advisors Experience November 2014 - March 2015
Job Financial Advisor Assistant at AXA Advisors
Industry Financial Services
Experience
Sterling town equity March 2015 - Present
AXA Advisors November 2014 - March 2015
CHINA CITIC BANK May 2013 - August 2013
Bestone China Opportunities Fund July 2012 - August 2012
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Teamwork, Research, Event Planning, Data Analysis, Financial Analysis
Education
Fordham University 2013 — 2014
Weber State University 2011 — 2013
Bachelor of Science (B.S.), International Economics
Sterling town equity March 2015 - Present
AXA Advisors November 2014 - March 2015
CHINA CITIC BANK May 2013 - August 2013
Bestone China Opportunities Fund July 2012 - August 2012
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Teamwork, Research, Event Planning, Data Analysis, Financial Analysis
Education
Fordham University 2013 — 2014
Weber State University 2011 — 2013
Bachelor of Science (B.S.), International Economics
Joseph Murphy, J.D. Joseph Murphy, J.D.'s AXA Advisors Experience 2005 - November 2012
Job Attorney at McNeice Wheeler
Industry Law Practice
Experience
McNeice Wheeler October 2013 - Present
Eltopia Communications, LLC November 2012 - Present
AXA-Advisors 2005 - November 2012
M. David Johnson PC 2003 - 2005
M. David Johnson P.C. 2001 - 2003
WM Financial Services January 1998 - January 2000
CRH PLC January 1997 - January 1998
Skills
Estate Planning, Wealth Management, Insurance, Retirement, Investment Strategies, Family Law, Corporate Law
Education
University of Washington School of Law 2014 — 2016
Master of Laws (LL.M.), Taxation
University of Denver - Sturm College of Law 2000 — 2003
Juris Doctorate, General Practice
Gonzaga University 1993 — 1997
Coursework, Business Finance
McNeice Wheeler October 2013 - Present
Eltopia Communications, LLC November 2012 - Present
AXA-Advisors 2005 - November 2012
M. David Johnson PC 2003 - 2005
M. David Johnson P.C. 2001 - 2003
WM Financial Services January 1998 - January 2000
CRH PLC January 1997 - January 1998
Skills
Estate Planning, Wealth Management, Insurance, Retirement, Investment Strategies, Family Law, Corporate Law
Education
University of Washington School of Law 2014 — 2016
Master of Laws (LL.M.), Taxation
University of Denver - Sturm College of Law 2000 — 2003
Juris Doctorate, General Practice
Gonzaga University 1993 — 1997
Coursework, Business Finance
yibin wei yibin wei's AXA Advisors Experience February 2014 - Present
Job Investment management intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
Agricultural Bank of China July 2013 - September 2013
Bank of Lanzhou January 2012 - March 2012
Skills
C language, database systems, microsoft office, Financial Modeling, Financial Statement...
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), global finance
Sun Yat-Sen University 2008 — 2012
bachelor of management, Archives/Archival Administration, Minor in Economics, 3.9/4.0
AXA Advisors February 2014 - Present
Agricultural Bank of China July 2013 - September 2013
Bank of Lanzhou January 2012 - March 2012
Skills
C language, database systems, microsoft office, Financial Modeling, Financial Statement...
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), global finance
Sun Yat-Sen University 2008 — 2012
bachelor of management, Archives/Archival Administration, Minor in Economics, 3.9/4.0
Kazandra Ramos Kazandra Ramos's AXA Advisors Experience July 2010 - January 2011
Job Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2011 - January 2013
AXA Advisors July 2010 - January 2011
Capital One January 2010 - April 2010
Skills
Microsoft Office, PeopleSoft, Business Objects, SharePoint, Lotus Notes, NMLS, CMS, Employee Training, Project Management, Presentations, Communication Skills, Learning Quickly, Leadership, Team Leadership, Teamwork, Flexible Schedule, Work in A Fast Paced..., Human Resources, Process Improvement
Education
Goldey Beacom College 2004 — 2008
Bachelor of Science (B.S.), Human Resources Management and Services
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2011 - January 2013
AXA Advisors July 2010 - January 2011
Capital One January 2010 - April 2010
Skills
Microsoft Office, PeopleSoft, Business Objects, SharePoint, Lotus Notes, NMLS, CMS, Employee Training, Project Management, Presentations, Communication Skills, Learning Quickly, Leadership, Team Leadership, Teamwork, Flexible Schedule, Work in A Fast Paced..., Human Resources, Process Improvement
Education
Goldey Beacom College 2004 — 2008
Bachelor of Science (B.S.), Human Resources Management and Services
Yingji Mia Jin Yingji Mia Jin's AXA Advisors Experience July 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
WPAT., PC July 2008 - November 2012
ARCA Group Italy January 2001 - May 2006
Skills
Negotiation, Sourcing, Legal Research, Team Management, Problem-solver,..., Multi Tasking, Flexibility
Education
George Mason University
Bachelor of Business Administration (B.B.A.)
AXA Advisors July 2013 - Present
WPAT., PC July 2008 - November 2012
ARCA Group Italy January 2001 - May 2006
Skills
Negotiation, Sourcing, Legal Research, Team Management, Problem-solver,..., Multi Tasking, Flexibility
Education
George Mason University
Bachelor of Business Administration (B.B.A.)
Michael Hobson's AXA Advisors Experience June 2012 - August 2012
Job High School Math Teacher and Master's Student
Industry Education Management
Experience
Clark County School District August 2015 - Present
Teach For America May 2015 - Present
Northwestern Mutual June 2014 - August 2014
Concessions Supply September 2013 - May 2014
etailz September 2012 - August 2013
AXA Advisors June 2012 - August 2012
Greenberry Industrial Inc. May 2012 - June 2012
Gonzaga University September 2011 - May 2012
All American Marine June 2011 - July 2011
Skills
Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Merchandising, Facebook, Time Management, Social Networking, Teamwork, Critical Thinking, Recruiting, Training, Organizational..., Leadership, Public Speaking
Education
University of Nevada-Las Vegas 2015 — 2017
Master’s Degree, Secondary Education and Teaching
Gonzaga University 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship & Innovation
Bellingham High School 2007 — 2011
Clark County School District August 2015 - Present
Teach For America May 2015 - Present
Northwestern Mutual June 2014 - August 2014
Concessions Supply September 2013 - May 2014
etailz September 2012 - August 2013
AXA Advisors June 2012 - August 2012
Greenberry Industrial Inc. May 2012 - June 2012
Gonzaga University September 2011 - May 2012
All American Marine June 2011 - July 2011
Skills
Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Merchandising, Facebook, Time Management, Social Networking, Teamwork, Critical Thinking, Recruiting, Training, Organizational..., Leadership, Public Speaking
Education
University of Nevada-Las Vegas 2015 — 2017
Master’s Degree, Secondary Education and Teaching
Gonzaga University 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship & Innovation
Bellingham High School 2007 — 2011
Andrew Bournos Andrew Bournos's AXA Advisors Experience 2005 - 2010
Job Director, Housecall | Salesforce.com Certified Sales and Service Cloud Consultant & Admin | DMA Cert. Mrktg Profl (DCMP)
Industry Information Technology and Services
Experience
The Housecall Group October 2011 - Present
Smart Sales January 2010 - March 2012
AXA Advisors 2005 - 2010
eChalk 2003 - 2005
Precise Asset Management Pte Ltd 1999 - 2002
Merrill Lynch January 1994 - July 1999
Taglich Brothers 1993 - 1995
Skills
Salesforce.com, Sales Management, Sales Process, SaaS, Process Consulting, Cloud Computing, Sales Enablement, Marketing Automation, Demand Generation, Market Opportunity..., Digital Media, Integrated Management..., Business Analytics, Sales Metrics, Sales Support, Sales Operations, Sales Organization, Prospect Research, Contact Strategy, Callcenter, Integrated Campaign..., Campaign Creation, Campaign Execution, Campaign Strategy, Campaign Planning, Campaign Development, Campaign Management, Demand Response, Marketing Messaging, Relationship Development, Business Relationship..., Process Mapping, Social Media Marketing, Microsoft CRM, SugarCRM, Strategy, Sales, New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Email Marketing, Management, Marketing Management, CRM, Start-ups, Business Development, Business Strategy, Strategic Planning, SEO
Education
Wharton School of Business 2005 — 2007
Fordham University 1989 — 1992
BS, Finance, 3.2
Monsignor Farrell High 1984 — 1988
HS, Character Development
The Housecall Group October 2011 - Present
Smart Sales January 2010 - March 2012
AXA Advisors 2005 - 2010
eChalk 2003 - 2005
Precise Asset Management Pte Ltd 1999 - 2002
Merrill Lynch January 1994 - July 1999
Taglich Brothers 1993 - 1995
Skills
Salesforce.com, Sales Management, Sales Process, SaaS, Process Consulting, Cloud Computing, Sales Enablement, Marketing Automation, Demand Generation, Market Opportunity..., Digital Media, Integrated Management..., Business Analytics, Sales Metrics, Sales Support, Sales Operations, Sales Organization, Prospect Research, Contact Strategy, Callcenter, Integrated Campaign..., Campaign Creation, Campaign Execution, Campaign Strategy, Campaign Planning, Campaign Development, Campaign Management, Demand Response, Marketing Messaging, Relationship Development, Business Relationship..., Process Mapping, Social Media Marketing, Microsoft CRM, SugarCRM, Strategy, Sales, New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Email Marketing, Management, Marketing Management, CRM, Start-ups, Business Development, Business Strategy, Strategic Planning, SEO
Education
Wharton School of Business 2005 — 2007
Fordham University 1989 — 1992
BS, Finance, 3.2
Monsignor Farrell High 1984 — 1988
HS, Character Development
Roland Da Rold Roland Da Rold's AXA Advisors Experience June 2009 - August 2009
Job Associate Director at Qinetic.com
Industry Higher Education
Experience
Qinetic.com May 2013 - Present
Freelance January 2010 - Present
The Horn Corp August 2010 - January 2011
CH.com July 2010 - 2011
G&E July 2010 - 2011
Parseigian Planco April 2010 - June 2010
AXA Advisors June 2009 - August 2009
Lux Research Inc February 2009 - August 2009
Fordham University September 2005 - May 2009
Skills
Digital Marketing, Blogging, Social Media, Advertising, Video, Film Production, Content Strategy, Digital Strategy, Video Production, Adobe Creative Suite, Final Cut Pro, Creative Direction, Television, Post Production, Digital Media, Direct Mail, Producing, Production Managment, Integrated Marketing, Film, Competitive Analysis
Education
Fordham University 2005 — 2009
BA, Economics
Fordham University Graduate of 2009 2005 — 2009
Bachelor of arts, Economics
Qinetic.com May 2013 - Present
Freelance January 2010 - Present
The Horn Corp August 2010 - January 2011
CH.com July 2010 - 2011
G&E July 2010 - 2011
Parseigian Planco April 2010 - June 2010
AXA Advisors June 2009 - August 2009
Lux Research Inc February 2009 - August 2009
Fordham University September 2005 - May 2009
Skills
Digital Marketing, Blogging, Social Media, Advertising, Video, Film Production, Content Strategy, Digital Strategy, Video Production, Adobe Creative Suite, Final Cut Pro, Creative Direction, Television, Post Production, Digital Media, Direct Mail, Producing, Production Managment, Integrated Marketing, Film, Competitive Analysis
Education
Fordham University 2005 — 2009
BA, Economics
Fordham University Graduate of 2009 2005 — 2009
Bachelor of arts, Economics
Lory Messina Lory Messina's AXA Advisors Experience 2007 - 2008
Job Energy Management Systems Consultant
Industry Renewables & Environment
Experience
ASTEC Re-ply Roofing Senior Account ExecutiveAtlantech SolarJune 2011 - Present
Inverters Unlimited Inc., 2010 - 2011
New York Life Insurance Company 2009 - 2010
American Digital Services 2008 - 2009
AXA Advisors 2007 - 2008
nfrastructure technologies, inc. 2005 - 2007
MCI, Inc 2001 - 2005
GE CR&D 1997 - 1998
Skills
Management, Sales, Strategic Planning, Training, Security, Telecommunications, Customer Satisfaction, Networking, Team Leadership, Customer Service, Leadership, Negotiation, Public Speaking, Business Development, New Business Development, Selling, Strategy, B2B, Team Building, CRM, Analysis
Education
Fordham University 1965 — 1973
B.A.
Fordam University 1965 — 1969
B.A. English
ASTEC Re-ply Roofing Senior Account ExecutiveAtlantech SolarJune 2011 - Present
Inverters Unlimited Inc., 2010 - 2011
New York Life Insurance Company 2009 - 2010
American Digital Services 2008 - 2009
AXA Advisors 2007 - 2008
nfrastructure technologies, inc. 2005 - 2007
MCI, Inc 2001 - 2005
GE CR&D 1997 - 1998
Skills
Management, Sales, Strategic Planning, Training, Security, Telecommunications, Customer Satisfaction, Networking, Team Leadership, Customer Service, Leadership, Negotiation, Public Speaking, Business Development, New Business Development, Selling, Strategy, B2B, Team Building, CRM, Analysis
Education
Fordham University 1965 — 1973
B.A.
Fordam University 1965 — 1969
B.A. English
Jerry Holmes's AXA Advisors Experience June 2008 - December 2010
Job Collection Professional
Industry Banking
Experience
Frontier Community Credit Union December 2010 - Present
AXA Advisors June 2008 - December 2010
Commerce Bank July 2002 - March 2007
Skills
Credit, Risk Management, Succession Planning, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Accounting, Mutual Funds, Investments, Investment Advisory, Pensions, Asset Allocation, Portfolio Management, Wealth, Sales, Analytics, Estate Planning, Credit Cards
Education
Fort Hays State University 1968 — 1972
B.S., Mathematics
Frontier Community Credit Union December 2010 - Present
AXA Advisors June 2008 - December 2010
Commerce Bank July 2002 - March 2007
Skills
Credit, Risk Management, Succession Planning, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Accounting, Mutual Funds, Investments, Investment Advisory, Pensions, Asset Allocation, Portfolio Management, Wealth, Sales, Analytics, Estate Planning, Credit Cards
Education
Fort Hays State University 1968 — 1972
B.S., Mathematics
Jonathan Papac Jonathan Papac's AXA Advisors Experience July 2008 - January 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2012 - Present
US Bank March 2012 - July 2012
AXA Advisors July 2008 - January 2010
Hagens Berman Sobol Shapiro LLP January 2005 - July 2007
Graham & Dunn July 2001 - December 2002
Skills
Investments, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Strategic Financial..., Mutual Funds, Stocks, Brokerage, ETFs, Series 7, Series 66, Banking, Options Strategies, Capital Markets, Bonds, Municipal Bonds, Variable Annuities, Risk Management, Life Insurance, Public Speaking, Leadership, Finance, Financial Services, 401k, Insurance
Education
Gonzaga University School of Law 2007 — 2008
Completed 1L
University of Washington 2000 — 2002
B.A., Political Science
Shoreline Community College 1998 — 1999
A.A., Political Science
Merrill Edge August 2012 - Present
US Bank March 2012 - July 2012
AXA Advisors July 2008 - January 2010
Hagens Berman Sobol Shapiro LLP January 2005 - July 2007
Graham & Dunn July 2001 - December 2002
Skills
Investments, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Strategic Financial..., Mutual Funds, Stocks, Brokerage, ETFs, Series 7, Series 66, Banking, Options Strategies, Capital Markets, Bonds, Municipal Bonds, Variable Annuities, Risk Management, Life Insurance, Public Speaking, Leadership, Finance, Financial Services, 401k, Insurance
Education
Gonzaga University School of Law 2007 — 2008
Completed 1L
University of Washington 2000 — 2002
B.A., Political Science
Shoreline Community College 1998 — 1999
A.A., Political Science
Jeremy Doll's AXA Advisors Experience January 2006 - January 2008
Job Sales Professional at Soapoint Graphics
Industry Graphic Design
Experience
Soapoint Graphics March 2009 - Present
UVEST Financial Services January 2008 - December 2008
AXA Advisors January 2006 - January 2008
Education
Fort Hays State University 2000 — 2005
BBA, Finance
Soapoint Graphics March 2009 - Present
UVEST Financial Services January 2008 - December 2008
AXA Advisors January 2006 - January 2008
Education
Fort Hays State University 2000 — 2005
BBA, Finance
Charlie Gonsalves Charlie Gonsalves's AXA Advisors Experience May 2009 - October 2013
Job Retired in Florida
Industry Financial Services
Experience
Retired August 2013 - Present
AXA Advisors May 2009 - October 2013
Texas Instruments December 1992 - February 2009
Skills
Retirement Planning, Investments, Insurance, Project Management, Management, Finance, Strategic Planning, Semiconductors, Six Sigma, Product Management, Product Marketing, Cross-functional Team..., Business Strategy, Team Building, Small Business, Testing, Program Management, Life Insurance, Leadership, Entrepreneurship, Start-ups, Product Development, Competitive Analysis, Process Improvement, Strategic Partnerships, Strategy, Business Development, Software Development, Integration, Networking
Education
Georgia State University
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Retired August 2013 - Present
AXA Advisors May 2009 - October 2013
Texas Instruments December 1992 - February 2009
Skills
Retirement Planning, Investments, Insurance, Project Management, Management, Finance, Strategic Planning, Semiconductors, Six Sigma, Product Management, Product Marketing, Cross-functional Team..., Business Strategy, Team Building, Small Business, Testing, Program Management, Life Insurance, Leadership, Entrepreneurship, Start-ups, Product Development, Competitive Analysis, Process Improvement, Strategic Partnerships, Strategy, Business Development, Software Development, Integration, Networking
Education
Georgia State University
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Charles Lent's AXA Advisors Experience May 2010 - August 2010
Job Associate Account Manager at Oden
Industry Marketing and Advertising
Experience
ODEN July 2013 - Present
Oden September 2012 - June 2013
Oden May 2012 - August 2012
FedEx February 2012 - May 2012
FedEx June 2011 - August 2011
AXA Advisors May 2010 - August 2010
Education
Georgetown University 2015 — 2016
Master’s Degree, Sports Industry Management
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce
ODEN July 2013 - Present
Oden September 2012 - June 2013
Oden May 2012 - August 2012
FedEx February 2012 - May 2012
FedEx June 2011 - August 2011
AXA Advisors May 2010 - August 2010
Education
Georgetown University 2015 — 2016
Master’s Degree, Sports Industry Management
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce
Kalei Winney Kalei Winney's AXA Advisors Experience May 2013 - July 2014
Job Graduate Student at Utica College (Economic Crime and Fraud Management)
Industry Financial Services
Experience
AXA Advisors May 2013 - July 2014
Siro's June 2013 - August 2013
Ruby Tuesday November 2010 - August 2013
Skills
Strategic Financial..., Retirement Benefits, Retirement Planning, Life & Health Insurance..., Mutual Funds, Insurance, Portfolio Management, Retirement, Investments, Finance, Financial Modeling, 401k, Financial Planning, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Leadership, Public Speaking, Social Networking, Microsoft Word, Time Management, Management
Education
Utica College 2014 — 2016
Master's of Business Administration, Economic Crime and Fraud Management, 4.0
State University of New York College at Oneonta 2012 — 2013
Bachelor's degree, Business/Managerial Economics, 3.5
Fulton-Montgomery Community College 2007 — 2009
Associate's Degree, General Studies, 3.5
AXA Advisors May 2013 - July 2014
Siro's June 2013 - August 2013
Ruby Tuesday November 2010 - August 2013
Skills
Strategic Financial..., Retirement Benefits, Retirement Planning, Life & Health Insurance..., Mutual Funds, Insurance, Portfolio Management, Retirement, Investments, Finance, Financial Modeling, 401k, Financial Planning, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Leadership, Public Speaking, Social Networking, Microsoft Word, Time Management, Management
Education
Utica College 2014 — 2016
Master's of Business Administration, Economic Crime and Fraud Management, 4.0
State University of New York College at Oneonta 2012 — 2013
Bachelor's degree, Business/Managerial Economics, 3.5
Fulton-Montgomery Community College 2007 — 2009
Associate's Degree, General Studies, 3.5
Malvina Mardirosyan Malvina Mardirosyan's AXA Advisors Experience May 2008 - September 2008
Job Assistant Corporate Secretary at IES
Industry Law Practice
Experience
MasterCard February 2013 - December 2013
Hon. Loren Baily-Schiffman May 2012 - August 2012
Ropes & Gray LLP November 2010 - August 2011
Tangent Capital February 2009 - August 2011
Disney ABC Television Group March 2009 - November 2009
Orient Express Hotels March 2007 - March 2009
AXA Advisors May 2008 - September 2008
Skills
Legal Writing, Corporate Law, Finance, Legal Research, Westlaw, Courts, Strategy, International Law, Legal Assistance, Licensing, Commercial Litigation, Securities Regulation, Lexis, LexisNexis, Research
Education
New York Law School 2011 — 2014
cum laude, Passed NY Bar Exam
Fordham University 2006 — 2010
BA, Mathematics/Economics
High School of Economics and Finance 2002 — 2006
High School - NY Regents Diploma, Economics/Finance
MasterCard February 2013 - December 2013
Hon. Loren Baily-Schiffman May 2012 - August 2012
Ropes & Gray LLP November 2010 - August 2011
Tangent Capital February 2009 - August 2011
Disney ABC Television Group March 2009 - November 2009
Orient Express Hotels March 2007 - March 2009
AXA Advisors May 2008 - September 2008
Skills
Legal Writing, Corporate Law, Finance, Legal Research, Westlaw, Courts, Strategy, International Law, Legal Assistance, Licensing, Commercial Litigation, Securities Regulation, Lexis, LexisNexis, Research
Education
New York Law School 2011 — 2014
cum laude, Passed NY Bar Exam
Fordham University 2006 — 2010
BA, Mathematics/Economics
High School of Economics and Finance 2002 — 2006
High School - NY Regents Diploma, Economics/Finance
Jamie Huffman Jamie Huffman's AXA Advisors Experience 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
George Mason Mortgage, LLC June 2012 - July 2013
Skills
Wealth Management, Wealth Accumulation, Retirement Planning
Education
Gettysburg College
Bachelor of Arts (BA), Political Science
Gettysburg College
Minor, Business Administration
AXA Advisors 2013 - Present
George Mason Mortgage, LLC June 2012 - July 2013
Skills
Wealth Management, Wealth Accumulation, Retirement Planning
Education
Gettysburg College
Bachelor of Arts (BA), Political Science
Gettysburg College
Minor, Business Administration
Man Wa (Katrise) Tong Man Wa (Katrise) Tong's AXA Advisors Experience May 2014 - August 2014
Job Agency Training Intern at Guardian Life
Industry Accounting
Experience
Guardian Life July 2014 - Present
AXA Advisors May 2014 - August 2014
Abacus Federal Savings Bank July 2013 - August 2014
The Chinese Chamber Of Commerce of New York July 2013 - August 2013
Dr. Mark D. Lee, MD May 2013 - June 2013
McDonald's, April 2012 - September 2012
Brooklyn Public Library September 2011 - February 2012
John Dewey High School September 2011 - January 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Event Planning, Marketing, Research, Social Networking, Microsoft Access, MD Land, Ceramic, Piano
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Public Accounting
John Dewey High School
Guardian Life July 2014 - Present
AXA Advisors May 2014 - August 2014
Abacus Federal Savings Bank July 2013 - August 2014
The Chinese Chamber Of Commerce of New York July 2013 - August 2013
Dr. Mark D. Lee, MD May 2013 - June 2013
McDonald's, April 2012 - September 2012
Brooklyn Public Library September 2011 - February 2012
John Dewey High School September 2011 - January 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Event Planning, Marketing, Research, Social Networking, Microsoft Access, MD Land, Ceramic, Piano
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Public Accounting
John Dewey High School
Shufang Bi Shufang Bi's AXA Advisors Experience 2013 - 2013
Job Student at Fordham University Graduate School of Business Administration
Industry
Experience
AXA-Advisors 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
AXA-Advisors 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Christopher Litvack, MBA Christopher Litvack, MBA's AXA Advisors Experience February 2008 - May 2009
Job Recent MBA Graduate
Industry Financial Services
Experience
Villanova University August 2013 - May 2015
Chimera Securities September 2011 - July 2012
T3 Trading Group, LLC June 2010 - May 2011
Busch Entertainment Corp July 2009 - November 2009
AXA Advisors February 2008 - May 2009
Waddell & Reed June 2007 - November 2007
Skills
Finance, Investments, Equities, Equity Trading, Securities, Equity Research, Portfolio Management, Financial Markets, Capital Markets, Trading Systems, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Mutual Funds, Quantitative Research, Valuation, Financial Statement..., Fundamental Analysis, Financial Services, Investment Management, Wealth Management, Asset Management, Financial Risk...
Education
Villanova University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics/Management
Notre Dame High School 1999 — 2003
High School
Villanova University August 2013 - May 2015
Chimera Securities September 2011 - July 2012
T3 Trading Group, LLC June 2010 - May 2011
Busch Entertainment Corp July 2009 - November 2009
AXA Advisors February 2008 - May 2009
Waddell & Reed June 2007 - November 2007
Skills
Finance, Investments, Equities, Equity Trading, Securities, Equity Research, Portfolio Management, Financial Markets, Capital Markets, Trading Systems, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Mutual Funds, Quantitative Research, Valuation, Financial Statement..., Fundamental Analysis, Financial Services, Investment Management, Wealth Management, Asset Management, Financial Risk...
Education
Villanova University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics/Management
Notre Dame High School 1999 — 2003
High School
Brian Dressel's AXA Advisors Experience July 2006 - May 2008
Job Sales Executive with Automatic Data Processing Insurance Agency, Inc.
Industry Insurance
Experience
Automatic Data Processing Insurance Agency, Inc. July 2012 - Present
Automatic Data Processing Insurance Agency, Inc. August 2008 - July 2012
AXA Advisors July 2006 - May 2008
Skills
Insurance, Salesforce.com, Small Business, Major Accounts, Property & Casualty..., Workers Compensation, Licensed Property &..., Sales, Analysis, Selling, Sales Management, Team Leadership, Leadership Development, Situational Leadership, Employee Benefits, Account Management, Cold Calling, Finance, Life Insurance, Management, Marketing, Sales Process
Education
Gettysburg College 2002 — 2006
BA, Political Science
Automatic Data Processing Insurance Agency, Inc. July 2012 - Present
Automatic Data Processing Insurance Agency, Inc. August 2008 - July 2012
AXA Advisors July 2006 - May 2008
Skills
Insurance, Salesforce.com, Small Business, Major Accounts, Property & Casualty..., Workers Compensation, Licensed Property &..., Sales, Analysis, Selling, Sales Management, Team Leadership, Leadership Development, Situational Leadership, Employee Benefits, Account Management, Cold Calling, Finance, Life Insurance, Management, Marketing, Sales Process
Education
Gettysburg College 2002 — 2006
BA, Political Science
Arlene Glennan Arlene Glennan's AXA Advisors Experience 2007 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
Credit Suisse Asset Management 1998 - 2005
Warburg Pincus 1989 - 1998
Skills
Financial Planning, Investments, Portfolio Management, Asset Allocation, Asset Management
Education
Fordham University
BA, Psychology
AXA Advisors 2007 - Present
Credit Suisse Asset Management 1998 - 2005
Warburg Pincus 1989 - 1998
Skills
Financial Planning, Investments, Portfolio Management, Asset Allocation, Asset Management
Education
Fordham University
BA, Psychology
Michael Berry, CFP® Michael Berry, CFP®'s AXA Advisors Experience 1999 - 2001
Job Advanced Planning Team at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING U.S. February 2002 - August 2014
AXA Advisors 1999 - 2001
Principal Residential Mortgage 1996 - 1999
The Members Group 1993 - 1996
West Bank 1988 - 1995
Education
Graceland University 1997 — 1999
Bachelors, Business
AIB 1986 — 1990
Webster City High School 1982 — 1988
Voya Financial September 2014 - Present
ING U.S. February 2002 - August 2014
AXA Advisors 1999 - 2001
Principal Residential Mortgage 1996 - 1999
The Members Group 1993 - 1996
West Bank 1988 - 1995
Education
Graceland University 1997 — 1999
Bachelors, Business
AIB 1986 — 1990
Webster City High School 1982 — 1988
William Shirley William Shirley's AXA Advisors Experience January 2002 - May 2003
Job President at Self Employed Internet Marketing
Industry Internet
Experience
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Bailey Elizabeth Link Bailey Elizabeth Link's AXA Advisors Experience June 2013 - August 2013
Job Executive Committee Coordinator for the Fordham University Seeking Alpha Stock Pitch Competition
Industry Financial Services
Experience
Seeking Alpha August 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Berens Capital Management, LLC January 2015 - April 2015
Fordham University 2012 - 2015
Smart Woman Securities May 2013 - December 2014
Merrill Lynch May 2014 - August 2014
Coburn Communication, Inc. January 2014 - April 2014
AXA Advisors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Research, Finance, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Financial Modeling, Investments
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance
Seeking Alpha August 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Berens Capital Management, LLC January 2015 - April 2015
Fordham University 2012 - 2015
Smart Woman Securities May 2013 - December 2014
Merrill Lynch May 2014 - August 2014
Coburn Communication, Inc. January 2014 - April 2014
AXA Advisors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Research, Finance, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Financial Modeling, Investments
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance
Katherine Givler Katherine Givler's AXA Advisors Experience January 2015 - May 2015
Job Student at Fordham University
Industry
Experience
Uline June 2015 - August 2015
AXA Advisors January 2015 - May 2015
TS PROMOTION LTD June 2014 - August 2014
Staples May 2013 - January 2014
Skills
Microsoft Office, Interpersonal Skills, Organization Skills
Education
Fordham University 2013 — 2016
Bachelor of Science (BS), Economics, 3.9
Philadelphia University 2012 — 2013
Fashion Industry Management, 4.0
Southern Lehigh High School
Uline June 2015 - August 2015
AXA Advisors January 2015 - May 2015
TS PROMOTION LTD June 2014 - August 2014
Staples May 2013 - January 2014
Skills
Microsoft Office, Interpersonal Skills, Organization Skills
Education
Fordham University 2013 — 2016
Bachelor of Science (BS), Economics, 3.9
Philadelphia University 2012 — 2013
Fashion Industry Management, 4.0
Southern Lehigh High School
XIN WEN XIN WEN's AXA Advisors Experience September 2013 - Present
Job Graduate Student in Finance Seeking Entry Level Job
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
China Merchants Securities Co., Ltd. July 2013 - August 2013
Deloitte Touche Thomatus CPA Ltd. (Shenzhen Branch) November 2011 - March 2012
Standard Chartered Bank (China) CO., Ltd. July 2011 - August 2011
Shenzhen Happy Vally June 2010 - August 2010
China Merchants Logistics CO., Ltd. January 2010 - February 2010
Skills
Accounting, Auditing, Management, Banking, Financial Statements, Strategic Financial..., Investments, Invoicing, Marketing Strategy
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance, 3.8
SUN YAT-SEN UNIVERISTY, SCHOOL OF TOURISM MANAGEMENT 2008 — 2012
Bachelor of Management, Tourism Management
AXA Advisors September 2013 - Present
China Merchants Securities Co., Ltd. July 2013 - August 2013
Deloitte Touche Thomatus CPA Ltd. (Shenzhen Branch) November 2011 - March 2012
Standard Chartered Bank (China) CO., Ltd. July 2011 - August 2011
Shenzhen Happy Vally June 2010 - August 2010
China Merchants Logistics CO., Ltd. January 2010 - February 2010
Skills
Accounting, Auditing, Management, Banking, Financial Statements, Strategic Financial..., Investments, Invoicing, Marketing Strategy
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance, 3.8
SUN YAT-SEN UNIVERISTY, SCHOOL OF TOURISM MANAGEMENT 2008 — 2012
Bachelor of Management, Tourism Management
Bao H Nguyen Bao H Nguyen's AXA Advisors Experience June 2013 - August 2013
Job Intern at AXA Advisors
Industry Accounting
Experience
AXA Advisors June 2013 - August 2013
Marshalls Retail October 2011 - May 2013
Morgan Stanley Smith Barney March 2011 - June 2011
Skills
Analysis, Collaborative Leadership, Problem Solving, Learning Quickly, Outstanding verbal, Pressure Handling, Risk Analytics, Building Relationships, Entrepreneurship, Resource Allocation, Negotiation, Meticulous eye for..., Result Oriented Approach, Financial Modeling, Team Management, High level of initiative, Multitasking Skills, Quantitative Research, Microsoft Excel, Critical Thinking, Report Writing, Deadline Driven, Adaptable to Changes, Outstanding time..., Enthusiastic..., Organization, Strategic Planning, Analytic Thinking, Financial Forecasting, Superior Work Ethic, Communication Skills, Committment
Education
Golden Gate University 2012 — 2013
Master's degree, Accounting, GPA 3.65
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, GPA 3.35
AXA Advisors June 2013 - August 2013
Marshalls Retail October 2011 - May 2013
Morgan Stanley Smith Barney March 2011 - June 2011
Skills
Analysis, Collaborative Leadership, Problem Solving, Learning Quickly, Outstanding verbal, Pressure Handling, Risk Analytics, Building Relationships, Entrepreneurship, Resource Allocation, Negotiation, Meticulous eye for..., Result Oriented Approach, Financial Modeling, Team Management, High level of initiative, Multitasking Skills, Quantitative Research, Microsoft Excel, Critical Thinking, Report Writing, Deadline Driven, Adaptable to Changes, Outstanding time..., Enthusiastic..., Organization, Strategic Planning, Analytic Thinking, Financial Forecasting, Superior Work Ethic, Communication Skills, Committment
Education
Golden Gate University 2012 — 2013
Master's degree, Accounting, GPA 3.65
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, GPA 3.35
Al Culbreth, Jr., CFP, CLU Al Culbreth, Jr., CFP, CLU's AXA Advisors Experience 1968 - Present
Job Financial Consultant at Retirement Planning Services+, GA
Industry Financial Services
Experience
Retirement Planning Services + September 1968 - Present
AXA Advisors 1968 - Present
The MONY Group 1968 - 2014
Skills
Retirement Planning, Wealth Planning
Education
The American College 1976 — 1978
Master of Science (M.S.), Financial Services
Georgia State University 1968 — 1970
Master of Insurance, Risk and Insurance
Georgia Institute of Technology 1964 — 1968
Bachelor of Science (BS), Industrial Management
Druid Hills High School 1959 — 1964
High School Diploma
Retirement Planning Services + September 1968 - Present
AXA Advisors 1968 - Present
The MONY Group 1968 - 2014
Skills
Retirement Planning, Wealth Planning
Education
The American College 1976 — 1978
Master of Science (M.S.), Financial Services
Georgia State University 1968 — 1970
Master of Insurance, Risk and Insurance
Georgia Institute of Technology 1964 — 1968
Bachelor of Science (BS), Industrial Management
Druid Hills High School 1959 — 1964
High School Diploma
Kiran Reddy Kiran Reddy's AXA Advisors Experience 2000 - 2000
Job Corporate Strategy at Biogen Idec
Industry Venture Capital & Private Equity
Experience
Biogen Idec November 2014 - Present
Third Rock Ventures June 2008 - October 2014
SAGE Therapeutics September 2011 - March 2014
Massachusetts General Hospital July 2005 - June 2008
Brigham and Women's Hospital July 2005 - June 2008
American Academy of Neurology 2000 - 2008
Massachusetts General Hospital July 2004 - June 2005
The Lewin Group 2000 - 2001
AXA Advisors 2000 - 2000
Skills
Lifesciences, Neurology, Neuroscience, Medicine, Healthcare Consulting, Venture Capital, Biotechnology, Pharmaceutical Industry, Start-ups, Commercialization, Due Diligence, Corporate Development, Regulatory Affairs, Healthcare Information..., Drug Development, Clinical Research, Clinical Development, Licensing, Executive Management, Drug Discovery, Intellectual Property, Cancer, Hardware Diagnostics, Strategic Consulting, Valuation, Medical Education, Angel Investing, R&D, Competitive Intelligence, Health Economics, Healthcare, Biopharmaceuticals, Strategy, Clinical Trials, Market Analysis, Competitive Analysis, Molecular Biology, Strategic Partnerships, Entrepreneurship, Mergers & Acquisitions, Diabetes
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Healthcare Finance
Georgetown University School of Medicine 1999 — 2003
MD, Neurobiology and Neurosciences
Georgetown University 1995 — 1999
BS, Economics
Phillips Exeter Academy 1991 — 1995
Moses Brown
Biogen Idec November 2014 - Present
Third Rock Ventures June 2008 - October 2014
SAGE Therapeutics September 2011 - March 2014
Massachusetts General Hospital July 2005 - June 2008
Brigham and Women's Hospital July 2005 - June 2008
American Academy of Neurology 2000 - 2008
Massachusetts General Hospital July 2004 - June 2005
The Lewin Group 2000 - 2001
AXA Advisors 2000 - 2000
Skills
Lifesciences, Neurology, Neuroscience, Medicine, Healthcare Consulting, Venture Capital, Biotechnology, Pharmaceutical Industry, Start-ups, Commercialization, Due Diligence, Corporate Development, Regulatory Affairs, Healthcare Information..., Drug Development, Clinical Research, Clinical Development, Licensing, Executive Management, Drug Discovery, Intellectual Property, Cancer, Hardware Diagnostics, Strategic Consulting, Valuation, Medical Education, Angel Investing, R&D, Competitive Intelligence, Health Economics, Healthcare, Biopharmaceuticals, Strategy, Clinical Trials, Market Analysis, Competitive Analysis, Molecular Biology, Strategic Partnerships, Entrepreneurship, Mergers & Acquisitions, Diabetes
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Healthcare Finance
Georgetown University School of Medicine 1999 — 2003
MD, Neurobiology and Neurosciences
Georgetown University 1995 — 1999
BS, Economics
Phillips Exeter Academy 1991 — 1995
Moses Brown
Alana Smith Alana Smith's AXA Advisors Experience February 2008 - February 2009
Job Senior Account Manager at TechValidate Software
Industry Computer Software
Experience
TechValidate Software March 2015 - Present
HighQ March 2014 - February 2015
viagogo February 2013 - March 2014
IMG June 2011 - November 2012
Octagon September 2010 - December 2010
Formula Strategy Group January 2010 - May 2010
P.F. West LLC March 2009 - September 2009
AXA Advisors February 2008 - February 2009
Skills
Sponsorship, Licensing, Sports, Sports Marketing, Marketing Strategy, Account Management, New Business Development, Brand Development, Sports Management, Social Media, Marketing Communications, Start-ups, Business Development, Management, Marketing, Sales, Public Speaking, Negotiation, Salesforce.com, CRM
Education
University of California, Berkeley
BA, Legal Studies
Georgetown University
Millfield School
King George V Hong Kong
TechValidate Software March 2015 - Present
HighQ March 2014 - February 2015
viagogo February 2013 - March 2014
IMG June 2011 - November 2012
Octagon September 2010 - December 2010
Formula Strategy Group January 2010 - May 2010
P.F. West LLC March 2009 - September 2009
AXA Advisors February 2008 - February 2009
Skills
Sponsorship, Licensing, Sports, Sports Marketing, Marketing Strategy, Account Management, New Business Development, Brand Development, Sports Management, Social Media, Marketing Communications, Start-ups, Business Development, Management, Marketing, Sales, Public Speaking, Negotiation, Salesforce.com, CRM
Education
University of California, Berkeley
BA, Legal Studies
Georgetown University
Millfield School
King George V Hong Kong
Scott Daniels Scott Daniels's AXA Advisors Experience September 2000 - August 2001
Job Divisional Vice President
Industry Financial Services
Experience
AIG Annuities May 2012 - Present
Hartford Life Distributors January 2005 - April 2012
Hartford Life October 2002 - December 2004
US Planning Group, Atlanta, GA September 2001 - September 2002
AXA Advisors September 2000 - August 2001
Skills
Highlty Motivated, Excellent Attitude, Effective Territory..., Consultative Selling, Fixed Annuities, Public Speaking, Retirement, Retirement Planning, Expense Management, High Integrity, Organizational and..., Financial Advisory, Life Insurance, Investments, Strategic Financial..., Integrity, 401k, Portfolio Management, Selling, Series 63, Mutual Funds, Finance, Series 7, Committed to..., FINRA, Separately Managed..., Sales, Asset Allocation, Variable Annuities, Wealth Management, Series 65, Series 24, ETFs, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Securities, Financial Services, IRAs, Financial Planners, Estate Planning, Investment Management, Long Term Care Insurance, Financial Planning
Education
Georgia State University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.38 GPA
University of West Georgia 1995 — 1998
Business Administration and Management, General, 3.05 GPA
AIG Annuities May 2012 - Present
Hartford Life Distributors January 2005 - April 2012
Hartford Life October 2002 - December 2004
US Planning Group, Atlanta, GA September 2001 - September 2002
AXA Advisors September 2000 - August 2001
Skills
Highlty Motivated, Excellent Attitude, Effective Territory..., Consultative Selling, Fixed Annuities, Public Speaking, Retirement, Retirement Planning, Expense Management, High Integrity, Organizational and..., Financial Advisory, Life Insurance, Investments, Strategic Financial..., Integrity, 401k, Portfolio Management, Selling, Series 63, Mutual Funds, Finance, Series 7, Committed to..., FINRA, Separately Managed..., Sales, Asset Allocation, Variable Annuities, Wealth Management, Series 65, Series 24, ETFs, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Securities, Financial Services, IRAs, Financial Planners, Estate Planning, Investment Management, Long Term Care Insurance, Financial Planning
Education
Georgia State University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.38 GPA
University of West Georgia 1995 — 1998
Business Administration and Management, General, 3.05 GPA
Kirk Blackman's AXA Advisors Experience February 1999 - September 2005
Job President, Blackman Financial Services
Industry Financial Services
Experience
Blackman Financial Services September 2005 - Present
Dimensions Healthcare System 2002 - 2008
AXA Advisors February 1999 - September 2005
KPMG 1989 - 1999
Skills
Estate Planning, Insurance, Retirement Planning, 401k, 401(k) Rollovers, Small Business, Wealth Preservation..., Strategic Financial..., Investments, Employee Benefits, Risk Management, Life Insurance, Licensed Life Insurance..., Disability Insurance, Key Person Protection, Succession Planning, Annuity Sales, Multi-generational..., Protection..., Asset Protection, Gifting Strategies, Time Management, Thought Leadership, Legacies, Licensed in Long-Term..., Communication, Multi-Tasking Skills, Financial Planning, Securities, Asset Allocation
Education
Georgetown University 1985 — 1989
BSBA, Accounting
Blackman Financial Services September 2005 - Present
Dimensions Healthcare System 2002 - 2008
AXA Advisors February 1999 - September 2005
KPMG 1989 - 1999
Skills
Estate Planning, Insurance, Retirement Planning, 401k, 401(k) Rollovers, Small Business, Wealth Preservation..., Strategic Financial..., Investments, Employee Benefits, Risk Management, Life Insurance, Licensed Life Insurance..., Disability Insurance, Key Person Protection, Succession Planning, Annuity Sales, Multi-generational..., Protection..., Asset Protection, Gifting Strategies, Time Management, Thought Leadership, Legacies, Licensed in Long-Term..., Communication, Multi-Tasking Skills, Financial Planning, Securities, Asset Allocation
Education
Georgetown University 1985 — 1989
BSBA, Accounting
Thomas Ibsen, CLU Thomas Ibsen, CLU's AXA Advisors Experience January 2004 - February 2010
Job Managing Partner at Centennial State Financial
Industry Financial Services
Experience
Centennial State Financial July 2011 - Present
i Group financial March 2010 - July 2011
The Guardian Life Insurance Company of America March 2010 - July 2011
AXA Advisors January 2004 - February 2010
AXA Advisors January 1998 - December 2003
AXA Equitable March 1992 - December 1997
Skills
Leadership, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Disability Insurance, Series 63, Wealth Management, Investment Advisory, Life Insurance, Series 24, Investments, Insurance, Wealth Management..., Retirement, Fixed Annuities, Mutual Funds, Asset Allocation
Education
Fort Lewis College 1988 — 1991
BA, Management
Wheat Ridge High School 1987 — 1987
Mullen High School 1984 — 1986
Centennial State Financial July 2011 - Present
i Group financial March 2010 - July 2011
The Guardian Life Insurance Company of America March 2010 - July 2011
AXA Advisors January 2004 - February 2010
AXA Advisors January 1998 - December 2003
AXA Equitable March 1992 - December 1997
Skills
Leadership, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Disability Insurance, Series 63, Wealth Management, Investment Advisory, Life Insurance, Series 24, Investments, Insurance, Wealth Management..., Retirement, Fixed Annuities, Mutual Funds, Asset Allocation
Education
Fort Lewis College 1988 — 1991
BA, Management
Wheat Ridge High School 1987 — 1987
Mullen High School 1984 — 1986
S. LeRoy Cubbison S. LeRoy Cubbison's AXA Advisors Experience July 2014 - Present
Job Broker / Agent / Owner at Acceptance Financial & Insurance Services
Industry Financial Services
Experience
Acceptance Financial & Insurance Services May 2015 - Present
AXA Advisors July 2014 - Present
Lions Clubs International 2014 - 2015
Lions Clubs International 2014 - 2015
Kiran Analytics, Inc. June 2009 - July 2014
Community West Bank September 2005 - April 2009
Rabobank, N.A. March 2003 - September 2005
National Bank of Arizona fka Frontier State Bank June 2001 - December 2002
Rabobank, N.A. fka Mid State Bank & Trust December 1998 - June 2001
Wells Fargo Bank June 1996 - December 1998
Skills
Management, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Leadership, Underwriting, Consumer Lending, Credit Risk, Sales Management, Financial Structuring, Private Banking, Small Business, New Business Development, Account Management, Cash Flow Lending, Credit Analysis, Special Asset Management, Branch Banking, Regional Managers, Mentoring, Supervising, Coaching Staff, Sales Process, Real Estate Finance, Accounts Receivable, Collections, Outlook, Credit Review, Client Relationship..., Relationship Marketing, Relationship Development, Business Relationship..., Credit Portfolio..., Credit Scoring, Banking Operations, Performance Consulting, Management Consulting, Loan Structuring, Commercial Credit, Community Banking, Bank Management, Insurance Planning, Insurance Strategies, Banking, Finance, Loans
Education
University of Phoenix 1989 — 1991
Bachelor of Science Business Administration, Finance Major, 3.59
Northern Arizona University 1986 — 1989
Finance
Yavapai College 1984 — 1984
Business
American Bankers Association 1974 — 1978
Banking
Glendale Community College 1974 — 1974
Business
Pierce College 1970 — 1970
Business
Life Pacific College 1967 — 1969
Religious Studies
Acceptance Financial & Insurance Services May 2015 - Present
AXA Advisors July 2014 - Present
Lions Clubs International 2014 - 2015
Lions Clubs International 2014 - 2015
Kiran Analytics, Inc. June 2009 - July 2014
Community West Bank September 2005 - April 2009
Rabobank, N.A. March 2003 - September 2005
National Bank of Arizona fka Frontier State Bank June 2001 - December 2002
Rabobank, N.A. fka Mid State Bank & Trust December 1998 - June 2001
Wells Fargo Bank June 1996 - December 1998
Skills
Management, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Leadership, Underwriting, Consumer Lending, Credit Risk, Sales Management, Financial Structuring, Private Banking, Small Business, New Business Development, Account Management, Cash Flow Lending, Credit Analysis, Special Asset Management, Branch Banking, Regional Managers, Mentoring, Supervising, Coaching Staff, Sales Process, Real Estate Finance, Accounts Receivable, Collections, Outlook, Credit Review, Client Relationship..., Relationship Marketing, Relationship Development, Business Relationship..., Credit Portfolio..., Credit Scoring, Banking Operations, Performance Consulting, Management Consulting, Loan Structuring, Commercial Credit, Community Banking, Bank Management, Insurance Planning, Insurance Strategies, Banking, Finance, Loans
Education
University of Phoenix 1989 — 1991
Bachelor of Science Business Administration, Finance Major, 3.59
Northern Arizona University 1986 — 1989
Finance
Yavapai College 1984 — 1984
Business
American Bankers Association 1974 — 1978
Banking
Glendale Community College 1974 — 1974
Business
Pierce College 1970 — 1970
Business
Life Pacific College 1967 — 1969
Religious Studies
Harry J. King Harry J. King's AXA Advisors Experience August 2015 - Present
Job Financial Consultant (Retirement Benefits Group) at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
King Holdings, LLC June 2015 - Present
AXA US August 2014 - April 2015
Northwestern Mutual January 2014 - July 2014
Vector Marketing May 2011 - January 2014
Sodexo September 2013 - December 2013
Bloomberg LP July 2013 - December 2013
NYC Office Suites July 2012 - August 2013
HFP Capital Markets LLC May 2012 - September 2012
Faunus Group International January 2012 - June 2012
Skills
Team Leadership, Creative Development, Passion for work, PowerPoint, Outlook, Microsoft Office, Word, Customer Service, Microsoft Word, Marketing, Community Outreach, Social Networking, Social Media Marketing, Social Media, Sales, Public Speaking, Social Services, Creative Direction, Leadership, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Thornton-Donovan School 2004 — 2010
GED, General Studies
AXA Advisors August 2015 - Present
King Holdings, LLC June 2015 - Present
AXA US August 2014 - April 2015
Northwestern Mutual January 2014 - July 2014
Vector Marketing May 2011 - January 2014
Sodexo September 2013 - December 2013
Bloomberg LP July 2013 - December 2013
NYC Office Suites July 2012 - August 2013
HFP Capital Markets LLC May 2012 - September 2012
Faunus Group International January 2012 - June 2012
Skills
Team Leadership, Creative Development, Passion for work, PowerPoint, Outlook, Microsoft Office, Word, Customer Service, Microsoft Word, Marketing, Community Outreach, Social Networking, Social Media Marketing, Social Media, Sales, Public Speaking, Social Services, Creative Direction, Leadership, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Thornton-Donovan School 2004 — 2010
GED, General Studies
Andrew Tyshovnytsky Andrew Tyshovnytsky's AXA Advisors Experience June 2012 - June 2013
Job Renewable Fuels Scheduler at Musket Corp.
Industry Oil & Energy
Experience
Musket Corp. July 2014 - Present
Musket Corp. July 2013 - June 2014
AXA Advisors June 2012 - June 2013
Education
Fordham University 2006 — 2010
B.S, Business Administration, Marketing
Musket Corp. July 2014 - Present
Musket Corp. July 2013 - June 2014
AXA Advisors June 2012 - June 2013
Education
Fordham University 2006 — 2010
B.S, Business Administration, Marketing
Taylan Nyenhuis's AXA Advisors Experience September 2015 - Present
Job Financial Adviser at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
AXA Advisors May 2014 - July 2015
Aramark December 2012 - March 2015
Skills
Teamwork, Microsoft Word, Customer Service, Leadership, PowerPoint, Sales, Critical Thinking, Microsoft Excel
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (B.B.A), Finance, General
Northwood University 2011 — 2012
Accounting and Finance
AXA Advisors September 2015 - Present
AXA Advisors May 2014 - July 2015
Aramark December 2012 - March 2015
Skills
Teamwork, Microsoft Word, Customer Service, Leadership, PowerPoint, Sales, Critical Thinking, Microsoft Excel
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (B.B.A), Finance, General
Northwood University 2011 — 2012
Accounting and Finance
Adrian Burke's AXA Advisors Experience January 2014 - May 2014
Job Business Development at 451 Research
Industry Information Technology and Services
Experience
451 Research July 2015 - Present
451 Research July 2014 - June 2015
New York Yankees February 2014 - July 2014
AXA Advisors January 2014 - May 2014
Windows UCrew August 2013 - May 2014
Rose Hill Society, Fordham University March 2012 - May 2014
Business of Sports Society at Fordham University February 2013 - April 2014
Greater Talent Network, Speakers Bureau November 2013 - January 2014
MLB Fan Cave March 2013 - October 2013
Fordham Business Sports Society September 2012 - February 2013
Skills
Microsoft Office, Group Work, Public Speaking, Creativity, Customer Service, Public Relations, Social Media, PowerPoint, Event Planning, Editing, Research, Microsoft Excel, Microsoft Word, Advertising, Marketing, Fundraising, Sponsorship, Training
Education
Fordham University 2011 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
University at Buffalo 2010 — 2011
Track for Business degree, Business Administration and Management, General
Brighton High School 2006 — 2010
Regents with Honors
451 Research July 2015 - Present
451 Research July 2014 - June 2015
New York Yankees February 2014 - July 2014
AXA Advisors January 2014 - May 2014
Windows UCrew August 2013 - May 2014
Rose Hill Society, Fordham University March 2012 - May 2014
Business of Sports Society at Fordham University February 2013 - April 2014
Greater Talent Network, Speakers Bureau November 2013 - January 2014
MLB Fan Cave March 2013 - October 2013
Fordham Business Sports Society September 2012 - February 2013
Skills
Microsoft Office, Group Work, Public Speaking, Creativity, Customer Service, Public Relations, Social Media, PowerPoint, Event Planning, Editing, Research, Microsoft Excel, Microsoft Word, Advertising, Marketing, Fundraising, Sponsorship, Training
Education
Fordham University 2011 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
University at Buffalo 2010 — 2011
Track for Business degree, Business Administration and Management, General
Brighton High School 2006 — 2010
Regents with Honors
Brandon D. Nichols's AXA Advisors Experience June 2009 - April 2010
Job Hyatt Place Sales Manager
Industry Hospitality
Experience
Hyatt Place July 2015 - Present
Phoenix Web Designs, LLC July 2015 - Present
Tesla Motors November 2014 - July 2015
Tesla Motors March 2014 - November 2014
Tesla Motors September 2013 - March 2014
Hyatt Atlanta Midtown April 2013 - September 2013
Noble Interstate March 2013 - March 2013
Hyatt Place Houston/Sugar Land September 2011 - March 2013
Hyatt Place Kansas City/Overland Park June 2009 - September 2011
AXA Advisors June 2009 - April 2010
Skills
Certificate in..., Strong Financial Report..., Organization, Teamwork, Communication, Loyal, Professional Liability, Creative Direction, Highly Reliable, Flexible to Change, Technology, Dedicated Professional, Hotels, Hospitality, Food & Beverage, Customer Service, CRM, Leadership, Recruiting, Sales, Training, Strategic Planning
Education
DeVry University-Georgia 2013 — 2015
Bachelors of Science, Multimedia and Design with emphasis in Web Development, 4.0 on 4.0 Scale
Fort Hays State University 2003 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.33 on 4.0 Scale
Hyatt Place July 2015 - Present
Phoenix Web Designs, LLC July 2015 - Present
Tesla Motors November 2014 - July 2015
Tesla Motors March 2014 - November 2014
Tesla Motors September 2013 - March 2014
Hyatt Atlanta Midtown April 2013 - September 2013
Noble Interstate March 2013 - March 2013
Hyatt Place Houston/Sugar Land September 2011 - March 2013
Hyatt Place Kansas City/Overland Park June 2009 - September 2011
AXA Advisors June 2009 - April 2010
Skills
Certificate in..., Strong Financial Report..., Organization, Teamwork, Communication, Loyal, Professional Liability, Creative Direction, Highly Reliable, Flexible to Change, Technology, Dedicated Professional, Hotels, Hospitality, Food & Beverage, Customer Service, CRM, Leadership, Recruiting, Sales, Training, Strategic Planning
Education
DeVry University-Georgia 2013 — 2015
Bachelors of Science, Multimedia and Design with emphasis in Web Development, 4.0 on 4.0 Scale
Fort Hays State University 2003 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.33 on 4.0 Scale
Christopher Sciolto Christopher Sciolto's AXA Advisors Experience May 2014 - June 2015
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management August 2015 - Present
AXA Advisors May 2014 - June 2015
Fordham University January 2014 - May 2015
Ocean State Job Lot July 2013 - August 2013
Wendys International May 2012 - July 2013
Brendan Doherty for Congress May 2012 - August 2012
Ocean State Job Lot June 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Fast-paced, Teamwork, Social Media, English, Google Maps, Windows, Time Management, Fast Food, Morningstar
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Highbridge Capital Management August 2015 - Present
AXA Advisors May 2014 - June 2015
Fordham University January 2014 - May 2015
Ocean State Job Lot July 2013 - August 2013
Wendys International May 2012 - July 2013
Brendan Doherty for Congress May 2012 - August 2012
Ocean State Job Lot June 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Fast-paced, Teamwork, Social Media, English, Google Maps, Windows, Time Management, Fast Food, Morningstar
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Elizabeth Sivek Elizabeth Sivek's AXA Advisors Experience December 2000 - June 2002
Job Customer Care Representative
Industry Biotechnology
Experience
PerkinElmer December 2013 - Present
Simply Baby and Kids July 2013 - December 2013
BabyCatalog.com / The Baby Club of America, Inc. June 2002 - June 2012
AXA Advisors December 2000 - June 2002
Skills
Customer Satisfaction, Customer Retention, Sales, Order Processing, Purchase Orders, Ebay Sales, Oral & Written..., Staff Management, Live Chat, SEO copywriting, Google Adwords, MSN AdCenter, Affiliate Management, Competitive Analysis, Market Analysis, Google Analytics, Microsoft Office, Process Improvement, Direct Mail
Education
Gateway Community College 2010 — 2011
Southern Connecticut State University 1986 — 1988
PerkinElmer December 2013 - Present
Simply Baby and Kids July 2013 - December 2013
BabyCatalog.com / The Baby Club of America, Inc. June 2002 - June 2012
AXA Advisors December 2000 - June 2002
Skills
Customer Satisfaction, Customer Retention, Sales, Order Processing, Purchase Orders, Ebay Sales, Oral & Written..., Staff Management, Live Chat, SEO copywriting, Google Adwords, MSN AdCenter, Affiliate Management, Competitive Analysis, Market Analysis, Google Analytics, Microsoft Office, Process Improvement, Direct Mail
Education
Gateway Community College 2010 — 2011
Southern Connecticut State University 1986 — 1988
Jonathan Lutz Jonathan Lutz's AXA Advisors Experience September 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Education
George Mason University 2010 — 2014
Bachelor's Degree, Chemistry & Forensic Science
AXA Advisors September 2014 - Present
Education
George Mason University 2010 — 2014
Bachelor's Degree, Chemistry & Forensic Science
Jason Atchley Jason Atchley's AXA Advisors Experience Night AuditorAmeriParkNovember 2009 - March 2010
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors Night AuditorAmeriParkNovember 2009 - March 2010
AmeriPark March 2009 - November 2009
AmeriPark November 2008 - March 2009
Paideia School September 2001 - September 2008
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Data Analysis, Training, Customer Service, Budgets, Team Building, Research, Public Speaking, Social Networking, Social Media
Education
Georgia State University 2006 — 2013
Bachelor of Science (BS), Economics
Paideia School 1999 — 2004
AXA Advisors Night AuditorAmeriParkNovember 2009 - March 2010
AmeriPark March 2009 - November 2009
AmeriPark November 2008 - March 2009
Paideia School September 2001 - September 2008
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Data Analysis, Training, Customer Service, Budgets, Team Building, Research, Public Speaking, Social Networking, Social Media
Education
Georgia State University 2006 — 2013
Bachelor of Science (BS), Economics
Paideia School 1999 — 2004
Michael Walshe Michael Walshe's AXA Advisors Experience March 2015 - June 2015
Job Investment Banking Analyst Intern at Needham & Company; Student at Fordham University
Industry Financial Services
Experience
Needham & Company October 2015 - Present
Amgen June 2015 - August 2015
AXA Advisors March 2015 - June 2015
Cloverleaf Tavern May 2010 - June 2015
Paterson Pearl Dental Studio LLC July 2010 - August 2012
Verona Recreation Department June 2008 - July 2010
Education
Fordham University 2013 — 2017
Saint Peter's Preparatory School 2009 — 2013
Needham & Company October 2015 - Present
Amgen June 2015 - August 2015
AXA Advisors March 2015 - June 2015
Cloverleaf Tavern May 2010 - June 2015
Paterson Pearl Dental Studio LLC July 2010 - August 2012
Verona Recreation Department June 2008 - July 2010
Education
Fordham University 2013 — 2017
Saint Peter's Preparatory School 2009 — 2013
Jessica Choate's AXA Advisors Experience May 2010 - January 2011
Job Business Developer at YRCI
Industry Human Resources
Experience
YRCI December 2014 - Present
Evoke Research and Consulting, LLC July 2014 - November 2014
Leidos November 2013 - June 2014
SAIC May 2011 - November 2013
University Life September 2010 - January 2011
AXA Advisors May 2010 - January 2011
Foxchase Manor and Rose Hill Manor March 2009 - August 2009
Skills
Event Management, Contract Negotiation, Budgets, Project Planning, Meeting Planning, Event Planning, Social Media, Trade Shows, Microsoft Office, Project Management, Marketing Communications, Marketing, Sales, Public Relations, Proposal Writing
Education
George Mason University 2008 — 2011
Bachelor of Science (B.S.)
YRCI December 2014 - Present
Evoke Research and Consulting, LLC July 2014 - November 2014
Leidos November 2013 - June 2014
SAIC May 2011 - November 2013
University Life September 2010 - January 2011
AXA Advisors May 2010 - January 2011
Foxchase Manor and Rose Hill Manor March 2009 - August 2009
Skills
Event Management, Contract Negotiation, Budgets, Project Planning, Meeting Planning, Event Planning, Social Media, Trade Shows, Microsoft Office, Project Management, Marketing Communications, Marketing, Sales, Public Relations, Proposal Writing
Education
George Mason University 2008 — 2011
Bachelor of Science (B.S.)
Nicholas Wetzel's AXA Advisors Experience 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Prometheus Capital Management Corp. 2014 - August 2015
BroadbandTV 2012 - 2013
BroadbandTV 2011 - 2012
Skills
Collaborative Problem..., Social Media Marketing, Marketing Communications, Financial Planning, Team Leadership, Team Management, Video Production, Video Editing, Leadership, Analysis, Social Media, Finance
Education
Fordham University 2015 — 2019
Bachelor of Science (B.S.) in Finance, Accounting and Finance
Holy Ghost Preparatory School 2011 — 2015
9-12
AXA Advisors 2015 - Present
Prometheus Capital Management Corp. 2014 - August 2015
BroadbandTV 2012 - 2013
BroadbandTV 2011 - 2012
Skills
Collaborative Problem..., Social Media Marketing, Marketing Communications, Financial Planning, Team Leadership, Team Management, Video Production, Video Editing, Leadership, Analysis, Social Media, Finance
Education
Fordham University 2015 — 2019
Bachelor of Science (B.S.) in Finance, Accounting and Finance
Holy Ghost Preparatory School 2011 — 2015
9-12
Ivan Andriyovych Ivan Andriyovych's AXA Advisors Experience July 2014 - December 2014
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
AXA Advisors July 2014 - December 2014
Extell Development Company July 2013 - January 2014
Better Business Bureau November 2012 - April 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Microsoft Word, English, Teamwork, Financial Modeling, Corporate Finance, Stata
Education
Fordham University 2010 — 2014
Bachelor of Arts (BA), International Political Economy, GPA: 3.5
New York Life Insurance Company March 2015 - Present
AXA Advisors July 2014 - December 2014
Extell Development Company July 2013 - January 2014
Better Business Bureau November 2012 - April 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Microsoft Word, English, Teamwork, Financial Modeling, Corporate Finance, Stata
Education
Fordham University 2010 — 2014
Bachelor of Arts (BA), International Political Economy, GPA: 3.5
Raymond V. Hayes, Jr. MBA, MS, FLMI's AXA Advisors Experience October 2003 - March 2004
Job Operations Processor II at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
Michael Widmer's AXA Advisors Experience March 2015 - Present
Job Retail Investor/Trader
Industry Capital Markets
Experience
AXA Advisors March 2015 - Present
Veterans Community Alliance of New Jersey January 2015 - Present
PJM Graphics January 2012 - Present
Penta Digital November 2014 - March 2015
Skills
Finance, Accounting, Financial Accounting, Risk Management, Investments, Equities, Mutual Funds, Financial Services, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Entrepreneurship, Nonprofits, Fundraising, Leadership, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Social Media, Event Planning, Sales, Management, Team Building, Project Management, Research, Business Development, Teamwork, Business Strategy, Insurance
Education
Georgian Court University 2014 — 2018
Major in Accounting and Minor in Finance
AXA Advisors March 2015 - Present
Veterans Community Alliance of New Jersey January 2015 - Present
PJM Graphics January 2012 - Present
Penta Digital November 2014 - March 2015
Skills
Finance, Accounting, Financial Accounting, Risk Management, Investments, Equities, Mutual Funds, Financial Services, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Entrepreneurship, Nonprofits, Fundraising, Leadership, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Social Media, Event Planning, Sales, Management, Team Building, Project Management, Research, Business Development, Teamwork, Business Strategy, Insurance
Education
Georgian Court University 2014 — 2018
Major in Accounting and Minor in Finance
Brittany McElroy, MBA Brittany McElroy, MBA's AXA Advisors Experience March 2009 - May 2010
Job Advisor Solutions Consultant at SunTrust Bank | Six Sigma Green Belt
Industry Financial Services
Experience
SunTrust Bank April 2014 - Present
SunTrust Bank June 2012 - March 2014
J.P. Turner & Company August 2010 - June 2012
AXA Advisors March 2009 - May 2010
Merrill Lynch November 2007 - March 2009
Skills
Business Strategy, Time Management, Analytics, Process Improvement, Strong Business Acumen, Negotiation, Change Management, Leadership, Easily Adaptable, Investments, Finance, Financial Services, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Asset Allocation, Risk Management, Investment Advisory, Financial Advisory, Equities, Financial Analysis, Securities, Wealth Management, FINRA, Financial Planning, Relationship Management, Investment Management, Wealth Management..., Investment Strategies, Asset Management, Microsoft Office, Analysis
Education
The University of Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.9/4.0
Georgia Southern University 2003 — 2007
BBA, Economics with an emphasis on International Business, Minors in Spanish and Marketing, 3.8/4.0
Eagles Landing 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
SunTrust Bank April 2014 - Present
SunTrust Bank June 2012 - March 2014
J.P. Turner & Company August 2010 - June 2012
AXA Advisors March 2009 - May 2010
Merrill Lynch November 2007 - March 2009
Skills
Business Strategy, Time Management, Analytics, Process Improvement, Strong Business Acumen, Negotiation, Change Management, Leadership, Easily Adaptable, Investments, Finance, Financial Services, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Asset Allocation, Risk Management, Investment Advisory, Financial Advisory, Equities, Financial Analysis, Securities, Wealth Management, FINRA, Financial Planning, Relationship Management, Investment Management, Wealth Management..., Investment Strategies, Asset Management, Microsoft Office, Analysis
Education
The University of Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.9/4.0
Georgia Southern University 2003 — 2007
BBA, Economics with an emphasis on International Business, Minors in Spanish and Marketing, 3.8/4.0
Eagles Landing 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Simal Soin Oberoi Simal Soin Oberoi's AXA Advisors Experience June 2001 - September 2005
Job Business Consultant Stanford based Startup
Industry Staffing and Recruiting
Experience
FoundersClick.com January 2015 - Present
Stanford Startup April 2013 - Present
Applied Remedial Technologies March 2010 - February 2013
Wells Fargo July 2007 - January 2010
AXA Advisors June 2001 - September 2005
National Association Of Software And Service Companies August 1993 - December 1998
Skills
Relationship Management, Business Development, Portfolio Management, Leadership, Marketing Strategy, Financial Services, Banking, Talent Acquisition, Account Management, Cross-cultural..., Strategic Partnerships, Sales, Marketing, Investments, Team Building, Business Planning, Strategy, Start-ups, Networking, Finance, Management, Business Strategy, Management Consulting, Sourcing, Analytics
Education
Golden Gate University 1999 — 2001
MBA, HR & Marketing
Delhi School of Economics, India
Masters, Economics
FoundersClick.com January 2015 - Present
Stanford Startup April 2013 - Present
Applied Remedial Technologies March 2010 - February 2013
Wells Fargo July 2007 - January 2010
AXA Advisors June 2001 - September 2005
National Association Of Software And Service Companies August 1993 - December 1998
Skills
Relationship Management, Business Development, Portfolio Management, Leadership, Marketing Strategy, Financial Services, Banking, Talent Acquisition, Account Management, Cross-cultural..., Strategic Partnerships, Sales, Marketing, Investments, Team Building, Business Planning, Strategy, Start-ups, Networking, Finance, Management, Business Strategy, Management Consulting, Sourcing, Analytics
Education
Golden Gate University 1999 — 2001
MBA, HR & Marketing
Delhi School of Economics, India
Masters, Economics
Derek Lusk, MBA Derek Lusk, MBA's AXA Advisors Experience May 2006 - May 2007
Job Market Manager at Franke Foodservice Systems
Industry Consumer Goods
Experience
Franke Foodservice Systems January 2013 - Present
Franke Foodservice Systems May 2012 - December 2012
Franke/Service Solutions Group January 2011 - May 2012
Franke/Service Solutions Group January 2010 - December 2010
Franke/Service Solutions Group January 2009 - December 2009
Franke Foodservice Systems March 2008 - January 2009
Robert Half International May 2007 - March 2008
AXA Advisors May 2006 - May 2007
Skills
National Accounts, Account Management, National Account..., Sales Management, Key Account Development, Key Account Management, New Business Development, Cross-functional Team..., Customer Satisfaction, Customer Service, Management, Purchasing, Leadership, Sales Process, Forecasting, Sales Operations, Sales, P&L, Pricing, P&L Management
Education
Bethel University 2012 — 2013
Master of Business Administration (M.B.A.), Executive Leadership, 3.92 GPA
Freed-Hardeman University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.76 GPA in Major
Franke Foodservice Systems January 2013 - Present
Franke Foodservice Systems May 2012 - December 2012
Franke/Service Solutions Group January 2011 - May 2012
Franke/Service Solutions Group January 2010 - December 2010
Franke/Service Solutions Group January 2009 - December 2009
Franke Foodservice Systems March 2008 - January 2009
Robert Half International May 2007 - March 2008
AXA Advisors May 2006 - May 2007
Skills
National Accounts, Account Management, National Account..., Sales Management, Key Account Development, Key Account Management, New Business Development, Cross-functional Team..., Customer Satisfaction, Customer Service, Management, Purchasing, Leadership, Sales Process, Forecasting, Sales Operations, Sales, P&L, Pricing, P&L Management
Education
Bethel University 2012 — 2013
Master of Business Administration (M.B.A.), Executive Leadership, 3.92 GPA
Freed-Hardeman University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.76 GPA in Major
Emmanuel Obel, MBA Emmanuel Obel, MBA's AXA Advisors Experience June 2004 - August 2008
Job CEO/Founder at OFA obelfs.com
Industry Financial Services
Experience
Obel Financial Advisors January 2009 - Present
Woodbury Financial Services August 2008 - October 2010
AXA Advisors June 2004 - August 2008
Citigroup August 2001 - May 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Wealth, Strategic Planning, Risk Management, Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Long-term Care, Personal Finance, Wealth Management, Small Business, Financial Services, Life Insurance, Series 7, 401k, Portfolio Management, Insurance, Investment Advisory, Retirement, Mortgage Lending, Equities, Roth IRA, Loans, Options, Credit, Mergers & Acquisitions, Residential Mortgages, Investment Strategies, Financial Planners, Funding, Alternative Investments, Asset Allocation, Wealth Management..., IRAs, Disability Insurance, Relationship Management, Series 6, Term Life Insurance, Private Equity, Fixed Income, Valuation, Executive Management, Venture Capital, Asset Managment, Securities, Financial Planning
Education
Golden Gate University 2001 — 2003
MBA, Business Development
Makerere University 1993 — 1996
Bachelor of Statistics, Statistics and Information Systems
Obel Financial Advisors January 2009 - Present
Woodbury Financial Services August 2008 - October 2010
AXA Advisors June 2004 - August 2008
Citigroup August 2001 - May 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Wealth, Strategic Planning, Risk Management, Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Long-term Care, Personal Finance, Wealth Management, Small Business, Financial Services, Life Insurance, Series 7, 401k, Portfolio Management, Insurance, Investment Advisory, Retirement, Mortgage Lending, Equities, Roth IRA, Loans, Options, Credit, Mergers & Acquisitions, Residential Mortgages, Investment Strategies, Financial Planners, Funding, Alternative Investments, Asset Allocation, Wealth Management..., IRAs, Disability Insurance, Relationship Management, Series 6, Term Life Insurance, Private Equity, Fixed Income, Valuation, Executive Management, Venture Capital, Asset Managment, Securities, Financial Planning
Education
Golden Gate University 2001 — 2003
MBA, Business Development
Makerere University 1993 — 1996
Bachelor of Statistics, Statistics and Information Systems
Jacob Morgan Jacob Morgan's AXA Advisors Experience 2013 - 2015
Job District Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
Joseph Azevedo Jr. Joseph Azevedo Jr.'s AXA Advisors Experience May 2014 - August 2014
Job Financial Services Intern at AXA Advisors
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
Fordham Intercampus Transportation August 2012 - December 2014
AXA Advisors May 2014 - August 2014
Periera & Azevedo LLC Certified Public Accountants June 2013 - August 2013
Skills
Bloomberg Terminal, Bloomberg, Morningstar, Microsoft Excel, Microsoft Word, Teamwork
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance and Alternative Investing
Xaverian High School 2007 — 2011
Prudential Financial August 2015 - Present
Fordham Intercampus Transportation August 2012 - December 2014
AXA Advisors May 2014 - August 2014
Periera & Azevedo LLC Certified Public Accountants June 2013 - August 2013
Skills
Bloomberg Terminal, Bloomberg, Morningstar, Microsoft Excel, Microsoft Word, Teamwork
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance and Alternative Investing
Xaverian High School 2007 — 2011
Hilary Benjamin's AXA Advisors Experience June 2011 - August 2011
Job Subscription Associate at Apollo Global Management LLC
Industry Media Production
Experience
Apollo Global Management LLC April 2015 - Present
MSNBC May 2013 - April 2015
MSNBC June 2012 - May 2013
Franklin & Marshall College September 2011 - May 2012
AXA Advisors June 2011 - August 2011
MSNBC May 2011 - August 2011
Franklin & Marshall College September 2009 - May 2011
Camp Cedar June 2010 - August 2010
Skills
Student Development, Student Affairs, Higher Education, Resume Writing, Admissions, Research, Fundraising, Editing, Program Development, Tutoring, Volunteer Management, Qualitative Research, Academic Advising, Critical Thinking, Event Planning, Film Production, Scrapbooking
Education
Franklin & Marshall College 2008 — 2012
Bachelor's degree, Political Science and Government
The Gunnery 2005 — 2008
High School
Apollo Global Management LLC April 2015 - Present
MSNBC May 2013 - April 2015
MSNBC June 2012 - May 2013
Franklin & Marshall College September 2011 - May 2012
AXA Advisors June 2011 - August 2011
MSNBC May 2011 - August 2011
Franklin & Marshall College September 2009 - May 2011
Camp Cedar June 2010 - August 2010
Skills
Student Development, Student Affairs, Higher Education, Resume Writing, Admissions, Research, Fundraising, Editing, Program Development, Tutoring, Volunteer Management, Qualitative Research, Academic Advising, Critical Thinking, Event Planning, Film Production, Scrapbooking
Education
Franklin & Marshall College 2008 — 2012
Bachelor's degree, Political Science and Government
The Gunnery 2005 — 2008
High School
Aubrey Brown's AXA Advisors Experience August 2014 - March 2015
Job Student at Gonzaga University
Industry Financial Services
Experience
AXA Advisors August 2014 - March 2015
Merrill Lynch June 2013 - August 2013
YMCA of the Inland Northwest October 2012 - April 2013
YMCA of San Diego County 2008 - 2010
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Consulting, Mathematics, Teaching
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
AXA Advisors August 2014 - March 2015
Merrill Lynch June 2013 - August 2013
YMCA of the Inland Northwest October 2012 - April 2013
YMCA of San Diego County 2008 - 2010
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Consulting, Mathematics, Teaching
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Luke Tung's AXA Advisors Experience February 2009 - Present
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
AXA Advisors February 2009 - Present
ING Financial Partners March 2007 - December 2008
New York Life Insurance Company January 2003 - August 2006
MONY January 2000 - December 2002
Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement
Education
The American College 2001 — 2002
Master of Science (M.S.), Financial Planning and Services
Franklin University 1996 — 1998
Bachelor of Science (B.S.), Accounting
National Taipei University 1985 — 1989
Bachelor of Science (B.S.), Economics
AXA Advisors February 2009 - Present
ING Financial Partners March 2007 - December 2008
New York Life Insurance Company January 2003 - August 2006
MONY January 2000 - December 2002
Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement
Education
The American College 2001 — 2002
Master of Science (M.S.), Financial Planning and Services
Franklin University 1996 — 1998
Bachelor of Science (B.S.), Accounting
National Taipei University 1985 — 1989
Bachelor of Science (B.S.), Economics
Andre Gucailo Andre Gucailo's AXA Advisors Experience March 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
Eden Site Development December 2006 - February 2012
Banco Itau March 2003 - November 2006
Skills
Estate Planning, Business Planning
Education
Fundação Getulio Vargas / FGV 1995 — 1999
Bachelor's Degree, Business Administration
AXA Advisors March 2012 - Present
Eden Site Development December 2006 - February 2012
Banco Itau March 2003 - November 2006
Skills
Estate Planning, Business Planning
Education
Fundação Getulio Vargas / FGV 1995 — 1999
Bachelor's Degree, Business Administration
Brad Dikun Brad Dikun's AXA Advisors Experience June 2012 - August 2012
Job Corporate Banking Analyst at TD
Industry Financial Services
Experience
TD July 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - December 2013
RBC Capital Markets June 2013 - August 2013
Student Managed Investment Fund (SMIF) December 2012 - May 2013
FGI Finance August 2012 - December 2012
AXA Advisors June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Ramapo High School 2006 — 2010
High School Diploma
TD July 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - December 2013
RBC Capital Markets June 2013 - August 2013
Student Managed Investment Fund (SMIF) December 2012 - May 2013
FGI Finance August 2012 - December 2012
AXA Advisors June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Ramapo High School 2006 — 2010
High School Diploma
Samuel Woodcock Samuel Woodcock's AXA Advisors Experience June 2013 - Present
Job Financial Planning Intern at AXA Advisors
Industry
Experience
AXA Advisors June 2013 - Present
Top of the World Golf Course June 2012 - August 2012
Skills
Warm Calling, Cold Calling, Manage Client..., Microsoft Excel, Property Maintenance, Leadership
Education
Gettysburg College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Berkshire School 2012 — 2013
AXA Advisors June 2013 - Present
Top of the World Golf Course June 2012 - August 2012
Skills
Warm Calling, Cold Calling, Manage Client..., Microsoft Excel, Property Maintenance, Leadership
Education
Gettysburg College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Berkshire School 2012 — 2013
Keith Cutler Keith Cutler's AXA Advisors Experience December 2007 - March 2009
Job Business Development
Industry Online Media
Experience
PBH Network April 2014 - Present
KC Consulting March 2013 - Present
ETFguide July 2013 - December 2014
Interactive Data July 2012 - March 2013
S&P Capital IQ May 2010 - July 2012
Standard & Poor's August 2009 - May 2010
Standard & Poor's April 2009 - August 2009
AXA Advisors December 2007 - March 2009
Templar Label Group January 2007 - February 2008
Babygrande Records January 2007 - September 2007
Skills
Online Advertising, Digital Marketing, Digital Media, Marketing, Relationship Management, Kittens, ETFs, Finance, Financial Markets, Public Relations, Market Data, Equity Research, Business Development, Capital Markets, Equities, Financial Services, Financial Market..., Salesforce.com, Business Strategy, Investments, Contract Negotiation, Financial Advisory, Communication Skills, Building Relationships, Fitness, Volunteering, Fixed Income, Consulting, S&P, Non-profit Volunteer, Omniture, LinkedIn, Stocks, Listener, Mutual Funds, Microsoft Office, Social Skills, Social Media, Capital IQ, MarketScope Advisor, Networking
Education
George Mason University
Bachelor's Degree, Communications & Public Relations
Oakton High School
PBH Network April 2014 - Present
KC Consulting March 2013 - Present
ETFguide July 2013 - December 2014
Interactive Data July 2012 - March 2013
S&P Capital IQ May 2010 - July 2012
Standard & Poor's August 2009 - May 2010
Standard & Poor's April 2009 - August 2009
AXA Advisors December 2007 - March 2009
Templar Label Group January 2007 - February 2008
Babygrande Records January 2007 - September 2007
Skills
Online Advertising, Digital Marketing, Digital Media, Marketing, Relationship Management, Kittens, ETFs, Finance, Financial Markets, Public Relations, Market Data, Equity Research, Business Development, Capital Markets, Equities, Financial Services, Financial Market..., Salesforce.com, Business Strategy, Investments, Contract Negotiation, Financial Advisory, Communication Skills, Building Relationships, Fitness, Volunteering, Fixed Income, Consulting, S&P, Non-profit Volunteer, Omniture, LinkedIn, Stocks, Listener, Mutual Funds, Microsoft Office, Social Skills, Social Media, Capital IQ, MarketScope Advisor, Networking
Education
George Mason University
Bachelor's Degree, Communications & Public Relations
Oakton High School
Stephen B. Dunbar III, J.D. Stephen B. Dunbar III, J.D.'s AXA Advisors Experience March 2010 - Present
Job Marrying Strategic Capital to Good Ideas to Unlock Wealth and Promote Economic Empowerment
Industry Financial Services
Experience
Business Strategies Group of New Jersey, a Division of AXA Advisors January 2014 - Present
AXA Advisors March 2010 - Present
Onex Real Estate Partners January 2005 - August 2007
Delta Group LLC January 2002 - January 2005
Donaldson, Lufkin and Jenrette January 1998 - January 2002
Shaw Pittman Potts and Trowbridge January 1995 - January 1998
Education
Stanford University Law School 1992 — 1995
JD, Law
Rutgers University-New Brunswick 1989 — 1992
BS, Finance
Gordon College 1987 — 1989
Business Strategies Group of New Jersey, a Division of AXA Advisors January 2014 - Present
AXA Advisors March 2010 - Present
Onex Real Estate Partners January 2005 - August 2007
Delta Group LLC January 2002 - January 2005
Donaldson, Lufkin and Jenrette January 1998 - January 2002
Shaw Pittman Potts and Trowbridge January 1995 - January 1998
Education
Stanford University Law School 1992 — 1995
JD, Law
Rutgers University-New Brunswick 1989 — 1992
BS, Finance
Gordon College 1987 — 1989
David Pacini, CPA David Pacini, CPA's AXA Advisors Experience June 2006 - August 2007
Job Accounting Analyst at FCA Fiat Chrysler Automobiles
Industry Accounting
Experience
FCA Fiat Chrysler Automobiles May 2015 - Present
Deloitte September 2013 - May 2015
Title Source June 2012 - August 2012
Grand Valley State University April 2011 - May 2012
Grand Valley State University August 2010 - May 2012
The Financial Services Roundtable June 2010 - August 2010
AXA Advisors June 2006 - August 2007
Skills
Project Planning, Research, Time Management, Financial Reporting, Analysis, Community Outreach, Management, Auditing, Forecasting, Financial Statements, Finance, Financial Analysis
Education
Oakland University 2012 — 2013
Masters of Accounting, Accounting
Grand Valley State University 2008 — 2012
BBA, Accounting And Finance
John Cabot University 2011 — 2011
Senior Thesis: The Euro and Its Effects on Travelers, Investments
FCA Fiat Chrysler Automobiles May 2015 - Present
Deloitte September 2013 - May 2015
Title Source June 2012 - August 2012
Grand Valley State University April 2011 - May 2012
Grand Valley State University August 2010 - May 2012
The Financial Services Roundtable June 2010 - August 2010
AXA Advisors June 2006 - August 2007
Skills
Project Planning, Research, Time Management, Financial Reporting, Analysis, Community Outreach, Management, Auditing, Forecasting, Financial Statements, Finance, Financial Analysis
Education
Oakland University 2012 — 2013
Masters of Accounting, Accounting
Grand Valley State University 2008 — 2012
BBA, Accounting And Finance
John Cabot University 2011 — 2011
Senior Thesis: The Euro and Its Effects on Travelers, Investments
Darlene Frederick Darlene Frederick's AXA Advisors Experience April 2003 - Present
Job Financial Consultant at AXA Advisors and Marquise Financial
Industry Financial Services
Experience
AXA Advisors April 2003 - Present
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management, Risk Management, Retirement Income..., Retirement Solutions, Wealth Preservation..., Business Continuation...
Education
Grand Valley State University
BBA, Finance
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
AXA Advisors April 2003 - Present
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management, Risk Management, Retirement Income..., Retirement Solutions, Wealth Preservation..., Business Continuation...
Education
Grand Valley State University
BBA, Finance
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
Michael Martynowicz's AXA Advisors Experience May 2009 - August 2009
Job Associate US Shares Sales Trading at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Goldman Sachs July 2011 - September 2013
Goldman Sachs June 2010 - August 2010
AXA Advisors May 2009 - August 2009
Citigroup January 2009 - May 2009
Skills
Financial Modeling, Excel, PowerPoint, Word, Portfolio Management, Investments
Education
Fordham University 2006 — 2010
Bachelor’s Degree, Finance, 3.89, Summa Cum Laude
Goldman Sachs October 2013 - Present
Goldman Sachs July 2011 - September 2013
Goldman Sachs June 2010 - August 2010
AXA Advisors May 2009 - August 2009
Citigroup January 2009 - May 2009
Skills
Financial Modeling, Excel, PowerPoint, Word, Portfolio Management, Investments
Education
Fordham University 2006 — 2010
Bachelor’s Degree, Finance, 3.89, Summa Cum Laude
Jared Thatcher Jared Thatcher's AXA Advisors Experience August 2011 - Present
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
US Navy December 2006 - Present
Edward Jones November 2009 - August 2011
Education
Grand Canyon University 2005 — 2007
English
Agua Fria Union High School 2001 — 2005
AXA Advisors August 2011 - Present
US Navy December 2006 - Present
Edward Jones November 2009 - August 2011
Education
Grand Canyon University 2005 — 2007
English
Agua Fria Union High School 2001 — 2005
Christian Okolski's AXA Advisors Experience May 2009 - August 2009
Job Cofounder & Senior Market Analyst at HEVO Power
Industry Renewables & Environment
Experience
HEVO, Inc. March 2012 - Present
New York City Energy Efficiency Corporation September 2011 - July 2012
New York City Economic Development Corporation December 2010 - August 2011
Fordham University 2009 - 2010
AXA Advisors May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Word, Microsoft Office, Research, Public Speaking, French, Editing, Market Research, Data Analysis, Analysis, Electric Vehicles, SPSS, Energy, Policy Analysis, Business Strategy, International Relations, Start-ups, Environmental Policy, Strategic Planning, Sustainability, Public Policy, Stata, Energy Policy, Business Development, Renewable Energy, Policy
Education
Fordham University 2006 — 2010
Bachelor of Arts, Economics
HEVO, Inc. March 2012 - Present
New York City Energy Efficiency Corporation September 2011 - July 2012
New York City Economic Development Corporation December 2010 - August 2011
Fordham University 2009 - 2010
AXA Advisors May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Word, Microsoft Office, Research, Public Speaking, French, Editing, Market Research, Data Analysis, Analysis, Electric Vehicles, SPSS, Energy, Policy Analysis, Business Strategy, International Relations, Start-ups, Environmental Policy, Strategic Planning, Sustainability, Public Policy, Stata, Energy Policy, Business Development, Renewable Energy, Policy
Education
Fordham University 2006 — 2010
Bachelor of Arts, Economics
Douglas Menorca, CFP® Douglas Menorca, CFP®'s AXA Advisors Experience 2008 - January 2013
Job Chief of Staff at Congressman Luke Messer
Industry Government Administration
Experience
Congressman Luke Messer January 2013 - Present
AXA Advisors 2008 - January 2013
Congressman Michael Bilirakis 2001 - 2007
Quiznos and Five Guys Franchises 2004 - 2005
Mike Bilirakis for Congress 2000 - 2004
Gus Bilirakis for State House 1998 - 1998
Skills
Risk Management, Fundraising, Investments, Retirement, Securities, Fixed Annuities, Insurance, Financial Advisory, Management, Wealth Management, Budgets, FINRA, Finance, Government, Financial Planners, Public Relations, Estate Planning, Policy Analysis, Strategic Communications, Politics, Public Policy
Education
Georgetown University
Executive Certificate in Financial Planning
University of Florida
Bachelor of Arts, History and Political Science
Congressman Luke Messer January 2013 - Present
AXA Advisors 2008 - January 2013
Congressman Michael Bilirakis 2001 - 2007
Quiznos and Five Guys Franchises 2004 - 2005
Mike Bilirakis for Congress 2000 - 2004
Gus Bilirakis for State House 1998 - 1998
Skills
Risk Management, Fundraising, Investments, Retirement, Securities, Fixed Annuities, Insurance, Financial Advisory, Management, Wealth Management, Budgets, FINRA, Finance, Government, Financial Planners, Public Relations, Estate Planning, Policy Analysis, Strategic Communications, Politics, Public Policy
Education
Georgetown University
Executive Certificate in Financial Planning
University of Florida
Bachelor of Arts, History and Political Science
Rob Wolf ChFC Rob Wolf ChFC's AXA Advisors Experience June 2001 - April 2005
Job Financial Planning For Over 12 years
Industry Investment Management
Experience
Sterling Wealth Management, Inc. June 2001 - Present
Transitioning Professionals of Tampa Bay June 2002 - Present
Woodbury Financial Services May 2005 - October 2010
Oldsmar Soccer 1997 - 2009
AXA Advisors June 2001 - April 2005
American General Financial services September 1973 - December 2000
Skills
Financial Planning, Investments, Estate Planning, Risk Management, Wealth Management, Strategic Planning, Insurance, Public Speaking, Business Planning, Financial Analysis, Problem Solving, Small Business, Change Management, Planning, Asset Management, Retirement Planning, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, Investment Management, 401k, Finance, Financial Modeling, Portfolio Management, Wealth Accumulation, Series 7, Financial Services, Securities, Management Consulting, Equities, Coaching, Mergers & Acquisitions, Life Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Long-term Care, Trading, Retirement, Leadership, Project Planning, Employee Benefits, Financial Markets, Disability Insurance, Fixed Annuities, IRAs, FINRA, Alternative Investments, Series 6
Education
Gonzaga University 1988 — 1992
Masters, Organizational Leadership
University of Idaho 1969 — 1973
BS, Political Science
Sterling Wealth Management, Inc. June 2001 - Present
Transitioning Professionals of Tampa Bay June 2002 - Present
Woodbury Financial Services May 2005 - October 2010
Oldsmar Soccer 1997 - 2009
AXA Advisors June 2001 - April 2005
American General Financial services September 1973 - December 2000
Skills
Financial Planning, Investments, Estate Planning, Risk Management, Wealth Management, Strategic Planning, Insurance, Public Speaking, Business Planning, Financial Analysis, Problem Solving, Small Business, Change Management, Planning, Asset Management, Retirement Planning, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, Investment Management, 401k, Finance, Financial Modeling, Portfolio Management, Wealth Accumulation, Series 7, Financial Services, Securities, Management Consulting, Equities, Coaching, Mergers & Acquisitions, Life Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Long-term Care, Trading, Retirement, Leadership, Project Planning, Employee Benefits, Financial Markets, Disability Insurance, Fixed Annuities, IRAs, FINRA, Alternative Investments, Series 6
Education
Gonzaga University 1988 — 1992
Masters, Organizational Leadership
University of Idaho 1969 — 1973
BS, Political Science
Reginald Sunga's AXA Advisors Experience October 2011 - March 2013
Job Princor Registered Representative/Financial Advisor at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group March 2013 - Present
AXA Advisors October 2011 - March 2013
Santa Cruz Coffee Roasting Company August 2008 - January 2011
JR Techie June 2003 - April 2008
P.O.S.itive Consulting September 1999 - June 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Business Strategy, Estate Planning, Retirement, 401k, Wealth Accumulation, Financial Needs Analysis, Business Succession..., Wealth, Life Insurance, Long-term Care, Disability Insurance, Small Business Exit...
Education
Golden Gate University 2008 — 2009
MBA, Business
University of California, Santa Cruz 1993 — 1997
BA, Biology
The Principal Financial Group March 2013 - Present
AXA Advisors October 2011 - March 2013
Santa Cruz Coffee Roasting Company August 2008 - January 2011
JR Techie June 2003 - April 2008
P.O.S.itive Consulting September 1999 - June 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Business Strategy, Estate Planning, Retirement, 401k, Wealth Accumulation, Financial Needs Analysis, Business Succession..., Wealth, Life Insurance, Long-term Care, Disability Insurance, Small Business Exit...
Education
Golden Gate University 2008 — 2009
MBA, Business
University of California, Santa Cruz 1993 — 1997
BA, Biology
Scott Stadnick's AXA Advisors Experience January 2012 - May 2012
Job Collector at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo Home Mortgage March 2013 - Present
Target June 2009 - October 2012
AXA Advisors January 2012 - May 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Data Entry, Data Mining, Communication, Strategic Planning, Critical Thinking, Analytical Skills
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Frederick Community College 2008 — 2008
Seton Hall University 2007 — 2007
Wells Fargo June 2014 - Present
Wells Fargo Home Mortgage March 2013 - Present
Target June 2009 - October 2012
AXA Advisors January 2012 - May 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Data Entry, Data Mining, Communication, Strategic Planning, Critical Thinking, Analytical Skills
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Frederick Community College 2008 — 2008
Seton Hall University 2007 — 2007
John (Jack) Sauber John (Jack) Sauber's AXA Advisors Experience June 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Magna Closures, Magna Mirrors & Magna Roof Systems June 2014 - August 2014
Athlete Network January 2013 - April 2013
Skills
People Skills, Financial Strategy, Retirement Planning, Investment Strategies, Business Planning, Risk Management, Market Research, Financial Analysis
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.66
AXA Advisors June 2015 - Present
Magna Closures, Magna Mirrors & Magna Roof Systems June 2014 - August 2014
Athlete Network January 2013 - April 2013
Skills
People Skills, Financial Strategy, Retirement Planning, Investment Strategies, Business Planning, Risk Management, Market Research, Financial Analysis
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.66
Kevin Langhauser Kevin Langhauser's AXA Advisors Experience May 2011 - March 2012
Job SMB Account Manager at Gartner
Industry Information Technology and Services
Experience
Gartner June 2015 - Present
AT&T April 2013 - June 2015
The Judge Group March 2012 - March 2013
AXA Advisors May 2011 - March 2012
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Communication, Customer Satisfaction, Mobile Technology, Internet Strategy, Cloud Computing, Business Process..., Sales, Networking, Enterprise Software, Leadership, Management, Cold Calling, Customer Service
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Health Sciences
Ridge High School 2002 — 2006
Gartner June 2015 - Present
AT&T April 2013 - June 2015
The Judge Group March 2012 - March 2013
AXA Advisors May 2011 - March 2012
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Communication, Customer Satisfaction, Mobile Technology, Internet Strategy, Cloud Computing, Business Process..., Sales, Networking, Enterprise Software, Leadership, Management, Cold Calling, Customer Service
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Health Sciences
Ridge High School 2002 — 2006
Andrew Gillman's AXA Advisors Experience May 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2011 - Present
AXA Equitable January 2010 - May 2011
AXA Equitable June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Life and Health License..., Financial Services, Finance, Investments, Mutual Funds, Insurance, Securities, Series 7, Risk Management, Fixed Annuities, Financial Analysis, Strategy
Education
Gettysburg College
B.A., Management
AXA Advisors May 2011 - Present
AXA Equitable January 2010 - May 2011
AXA Equitable June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Life and Health License..., Financial Services, Finance, Investments, Mutual Funds, Insurance, Securities, Series 7, Risk Management, Fixed Annuities, Financial Analysis, Strategy
Education
Gettysburg College
B.A., Management
Erika Schwartz's AXA Advisors Experience September 2014 - December 2014
Job Summer Intern at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc May 2015 - Present
Smart Woman Securities September 2014 - Present
Lord & Taylor June 2014 - Present
Fordham University May 2014 - Present
YMCA February 2013 - Present
MODE Magazine January 2015 - Present
Beta Alpha Psi January 2015 - Present
Boyle Society January 2015 - Present
Merrill Lynch February 2015 - May 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Editing, Leadership, Time Management
Education
Fordham University 2013 — 2017
Bachelor's Degree, Public Accountancy & Economics, Sophomore
Fairport High School 2009 — 2013
Sage Rutty & Co., Inc May 2015 - Present
Smart Woman Securities September 2014 - Present
Lord & Taylor June 2014 - Present
Fordham University May 2014 - Present
YMCA February 2013 - Present
MODE Magazine January 2015 - Present
Beta Alpha Psi January 2015 - Present
Boyle Society January 2015 - Present
Merrill Lynch February 2015 - May 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Editing, Leadership, Time Management
Education
Fordham University 2013 — 2017
Bachelor's Degree, Public Accountancy & Economics, Sophomore
Fairport High School 2009 — 2013
Matthew Foxhall, CFP® Matthew Foxhall, CFP®'s AXA Advisors Experience July 2015 - Present
Job Regional Senior Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
AXA Advisors January 2008 - June 2015
AXA Advisors June 2004 - December 2007
Skills
Retirement Planning, Employee Benefits, Wealth Accumulation, Investment Strategies, Risk Management, Strategic Financial..., Wealth Management, Retirement Specialist, Coaching, Mentoring, Leadership Development, Recruiting, Supervision, Accountability, Agency/Firm Building, Culture Building, Building a Financial..., Selection
Education
Furman University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School
AXA Retirement Planning Program
AXA Advisors July 2015 - Present
AXA Advisors January 2008 - June 2015
AXA Advisors June 2004 - December 2007
Skills
Retirement Planning, Employee Benefits, Wealth Accumulation, Investment Strategies, Risk Management, Strategic Financial..., Wealth Management, Retirement Specialist, Coaching, Mentoring, Leadership Development, Recruiting, Supervision, Accountability, Agency/Firm Building, Culture Building, Building a Financial..., Selection
Education
Furman University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School
AXA Retirement Planning Program
Kevin Matthews's AXA Advisors Experience June 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - December 2013
Bank of Tokyo-Mitsubishi UFJ June 2012 - September 2012
UBS June 2011 - August 2011
Berdon LLP January 2011 - April 2011
AXA Advisors June 2010 - August 2010
Ship2School June 2010 - August 2010
Swedbank May 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (M.S.), Accounting
Fordham University 2008 — 2012
BS, Applied Accounting and Finance
Goldman Sachs December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - December 2013
Bank of Tokyo-Mitsubishi UFJ June 2012 - September 2012
UBS June 2011 - August 2011
Berdon LLP January 2011 - April 2011
AXA Advisors June 2010 - August 2010
Ship2School June 2010 - August 2010
Swedbank May 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (M.S.), Accounting
Fordham University 2008 — 2012
BS, Applied Accounting and Finance
Fred Mariano's AXA Advisors Experience June 2015 - Present
Job Wealth Manager
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory
Education
Framingham State College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AXA Advisors June 2015 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory
Education
Framingham State College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ryan Foss-Skiftesvik Ryan Foss-Skiftesvik's AXA Advisors Experience May 2014 - August 2014
Job Partner at TRUEnergy
Industry Investment Management
Experience
FOOD-X September 2015 - Present
TRUEnergy September 2015 - Present
Tricycle Flicks June 2015 - Present
Precious Cargo January 2015 - Present
Hooked April 2015 - September 2015
AXA Advisors May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Valuation, Public Speaking, Financial Modeling, Management, Financial Analysis, Social Networking, Problem Solving, Customer Service, Investments, Entrepreneurship, Facebook, SalesForce, Start-ups, Brand Awareness, Data Analysis, Financial Services, Finance, Research, Social Media Marketing, Marketing Strategy, Social Entrepreneurship, Creative..., Art Consulting, Art Curation, Business Valuation, Creative Writing, Event Planning, Event Management, Marketing, Market Research, Asset Management, Startup Development, Economics, Analysis, Corporate Finance, Accounting, Business Development, Strategy, Financial Planning, Sales, Risk Management, Business Strategy
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance and Entreprenuership
IMG Academies 2009 — 2010
High School, Senior
FOOD-X September 2015 - Present
TRUEnergy September 2015 - Present
Tricycle Flicks June 2015 - Present
Precious Cargo January 2015 - Present
Hooked April 2015 - September 2015
AXA Advisors May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Valuation, Public Speaking, Financial Modeling, Management, Financial Analysis, Social Networking, Problem Solving, Customer Service, Investments, Entrepreneurship, Facebook, SalesForce, Start-ups, Brand Awareness, Data Analysis, Financial Services, Finance, Research, Social Media Marketing, Marketing Strategy, Social Entrepreneurship, Creative..., Art Consulting, Art Curation, Business Valuation, Creative Writing, Event Planning, Event Management, Marketing, Market Research, Asset Management, Startup Development, Economics, Analysis, Corporate Finance, Accounting, Business Development, Strategy, Financial Planning, Sales, Risk Management, Business Strategy
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance and Entreprenuership
IMG Academies 2009 — 2010
High School, Senior
Paul Schimmel's AXA Advisors Experience March 2009 - January 2011
Job Life Insurance Authority | Wealth Advisor | Risk Management | Sophisticated Executive Planning
Industry Investment Management
Experience
Financial Specialist Group June 1987 - Present
Integro Insurance Brokers 2013 - 2013
AXA Advisors March 2009 - January 2011
Skyda Financial 1995 - January 1998
The Schimmel Group January 1985 - January 1995
Skills
Contracts, Insurance Contract..., Life Settlements, Intergenerational..., Dynasty Trusts, Secondary Market..., Wholesale Insurance, Insurance Audits, Portfolio Design, Life Insurance, Statistics, Economics, Strategic Relationships, Portfolio Optimization, Financial Services
Education
Golden Gate University 1981 — 1983
MBA
Western Washington Univ. 1975 — 1977
BA
Financial Specialist Group June 1987 - Present
Integro Insurance Brokers 2013 - 2013
AXA Advisors March 2009 - January 2011
Skyda Financial 1995 - January 1998
The Schimmel Group January 1985 - January 1995
Skills
Contracts, Insurance Contract..., Life Settlements, Intergenerational..., Dynasty Trusts, Secondary Market..., Wholesale Insurance, Insurance Audits, Portfolio Design, Life Insurance, Statistics, Economics, Strategic Relationships, Portfolio Optimization, Financial Services
Education
Golden Gate University 1981 — 1983
MBA
Western Washington Univ. 1975 — 1977
BA
Desiree Nunes's AXA Advisors Experience June 2008 - December 2008
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
New England Securities June 2009 - June 2013
AXA Advisors June 2008 - December 2008
UBS Wealth Management September 2007 - April 2008
Smith Barney January 2007 - August 2007
Mamaroneck Village Tile June 2006 - May 2007
Henri Bendel March 2005 - December 2005
McDonald's owner operator October 2000 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales
Education
Fordham University 2004 — 2008
BS
Merrill Lynch July 2013 - Present
New England Securities June 2009 - June 2013
AXA Advisors June 2008 - December 2008
UBS Wealth Management September 2007 - April 2008
Smith Barney January 2007 - August 2007
Mamaroneck Village Tile June 2006 - May 2007
Henri Bendel March 2005 - December 2005
McDonald's owner operator October 2000 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales
Education
Fordham University 2004 — 2008
BS
Stavros Zamfotis's AXA Advisors Experience August 2008 - March 2009
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
AXA Advisors August 2008 - March 2009
Atlantic Records 2007 - 2008
JP Morgan Chase June 2007 - August 2007
ST Management Inc. June 2005 - August 2006
Skills
Insurance
Education
Fordham University 2004 — 2008
Business Administration, Management, Marketing, Economics
New York Life Insurance Company June 2009 - Present
AXA Advisors August 2008 - March 2009
Atlantic Records 2007 - 2008
JP Morgan Chase June 2007 - August 2007
ST Management Inc. June 2005 - August 2006
Skills
Insurance
Education
Fordham University 2004 — 2008
Business Administration, Management, Marketing, Economics
Chi Tsui's AXA Advisors Experience June 2006 - October 2006
Job Vice President, Risk Regulatory Liaison at Barclays
Industry Financial Services
Experience
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
Hap Proesel's AXA Advisors Experience January 2004 - October 2005
Job Owner of Tipsy Paint (Social Painting Studio)
Industry Arts and Crafts
Experience
Tipsy Paint July 2011 - Present
Misfit Financial Group 2008 - 2010
KOR Financial Group December 2005 - October 2007
AXA Advisors January 2004 - October 2005
Franklin Templeton Investments July 2001 - November 2002
Education
Georgetown University 1998 — 2001
Loyola Academy
Tipsy Paint July 2011 - Present
Misfit Financial Group 2008 - 2010
KOR Financial Group December 2005 - October 2007
AXA Advisors January 2004 - October 2005
Franklin Templeton Investments July 2001 - November 2002
Education
Georgetown University 1998 — 2001
Loyola Academy
Michael Stefura's AXA Advisors Experience June 2005 - January 2008
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
AXA Advisors June 2005 - January 2008
Skills
Securities, Series 63, FINRA, Financial Services, Investments, Equities, Mutual Funds, Series 7
Education
Fordham University 1992 — 1996
Fidelity Investments March 2008 - Present
AXA Advisors June 2005 - January 2008
Skills
Securities, Series 63, FINRA, Financial Services, Investments, Equities, Mutual Funds, Series 7
Education
Fordham University 1992 — 1996
Jose Trias's AXA Advisors Experience March 2007 - January 2009
Job CEO at South Florida Business Consultants
Industry Financial Services
Experience
South Florida Business Consultants February 2009 - Present
AXA Advisors March 2007 - January 2009
Miami-Dade Housing Agency 2006 - 2009
Emmaus Medical Mission 2000 - 2008
Emaus 2006 2006 - 2006
Skills
VERY PROFICIENT IN..., FLUENT IN SPANISH,..., TEAM PLAYER, ACHIEVER,..., Mutual Funds, Asset Management, Customer Service, Event Planning, Investments, Asset Managment, Portfolio Management, Start-ups, Team Building, Wealth Management, Series 7, Business Planning, Fixed Annuities, Financial Analysis, Investment Banking, Budgets, Strategic Planning, Life Insurance, Emerging Markets, Equities, Retirement Planning, Financial Modeling, Retirement, Forecasting, Strategic Financial..., Alternative Investments, Fixed Income, Outlook, Entrepreneurship, Nonprofits, Management, Account Management, Finance, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Series 63, Marketing, Variable Annuities, Spanish, Credit, Negotiation, Real Estate, Business Strategy, Banking
Education
Georgia Institute of Technology
University of Pennsylvania - The Wharton School
MBA in Finance
South Florida Business Consultants February 2009 - Present
AXA Advisors March 2007 - January 2009
Miami-Dade Housing Agency 2006 - 2009
Emmaus Medical Mission 2000 - 2008
Emaus 2006 2006 - 2006
Skills
VERY PROFICIENT IN..., FLUENT IN SPANISH,..., TEAM PLAYER, ACHIEVER,..., Mutual Funds, Asset Management, Customer Service, Event Planning, Investments, Asset Managment, Portfolio Management, Start-ups, Team Building, Wealth Management, Series 7, Business Planning, Fixed Annuities, Financial Analysis, Investment Banking, Budgets, Strategic Planning, Life Insurance, Emerging Markets, Equities, Retirement Planning, Financial Modeling, Retirement, Forecasting, Strategic Financial..., Alternative Investments, Fixed Income, Outlook, Entrepreneurship, Nonprofits, Management, Account Management, Finance, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Series 63, Marketing, Variable Annuities, Spanish, Credit, Negotiation, Real Estate, Business Strategy, Banking
Education
Georgia Institute of Technology
University of Pennsylvania - The Wharton School
MBA in Finance
anthony marchigiano's AXA Advisors Experience FranchiseeSonic Drive-InSeptember 2009 - Present
Job Franchisee
Industry Restaurants
Experience
AXA Advisors FranchiseeSonic Drive-InSeptember 2009 - Present
Education
Franklin & Marshall College 2003 — 2007
AXA Advisors FranchiseeSonic Drive-InSeptember 2009 - Present
Education
Franklin & Marshall College 2003 — 2007
Colette Urbano's AXA Advisors Experience January 2007 - May 2007
Job School Counselor at Celentano Biotech, Health & Medical Magnet School
Industry Education Management
Experience
New Haven Public Schools August 2012 - Present
The Children's Community Programs of CT January 2010 - August 2010
Nickelodeon January 2009 - May 2009
New Line Cinema January 2008 - April 2008
AXA Advisors January 2007 - May 2007
Skills
Social Media, Microsoft Office, PowerPoint, Marketing, Facebook, Social Media Marketing, Public Speaking, Microsoft Excel, Social Networking, Microsoft Word, Research, Digital Marketing, Outlook, Entertainment, Public Relations
Education
Teachers College of Columbia University 2010 — 2012
M.A., Ed.M., Counseling Psychology/School Counseling
Fordham University 2005 — 2009
Bachelor of Science, Business Administration and Marketing; Psychology Minor
New Haven Public Schools August 2012 - Present
The Children's Community Programs of CT January 2010 - August 2010
Nickelodeon January 2009 - May 2009
New Line Cinema January 2008 - April 2008
AXA Advisors January 2007 - May 2007
Skills
Social Media, Microsoft Office, PowerPoint, Marketing, Facebook, Social Media Marketing, Public Speaking, Microsoft Excel, Social Networking, Microsoft Word, Research, Digital Marketing, Outlook, Entertainment, Public Relations
Education
Teachers College of Columbia University 2010 — 2012
M.A., Ed.M., Counseling Psychology/School Counseling
Fordham University 2005 — 2009
Bachelor of Science, Business Administration and Marketing; Psychology Minor
Arthur Drenth's AXA Advisors Experience August 2004 - September 2005
Job Assistant Deployment Coordinator East Region at Office of Security Capabilities (OSC) DHS/TSA
Industry Government Administration
Experience
Office of Security Capabilities (OSC) DHS/TSA December 2013 - Present
US Department of Homeland Security October 2011 - Present
DHS / TSA August 2008 - December 2011
BFSFCU October 2005 - June 2008
AXA Advisors August 2004 - September 2005
United Airlines August 2002 - July 2004
United Airlines February 2000 - July 2002
Skills
Customer Service, Government, Aviation, Training, Security, Program Management, Project Planning
Education
Thunderbird School of Global Management 1990 — 1991
M.I.M., International Management
Georgetown University 1987 — 1989
B.S.B.A, Business Administration
Wesley College 1985 — 1987
Business Administration
Bonifatius College 1979 — 1985
VWO, Utrecht, The Netherlands
Utrechtsche School Vereniging - Frans Hals School 1972 — 1979
Utrecht
Office of Security Capabilities (OSC) DHS/TSA December 2013 - Present
US Department of Homeland Security October 2011 - Present
DHS / TSA August 2008 - December 2011
BFSFCU October 2005 - June 2008
AXA Advisors August 2004 - September 2005
United Airlines August 2002 - July 2004
United Airlines February 2000 - July 2002
Skills
Customer Service, Government, Aviation, Training, Security, Program Management, Project Planning
Education
Thunderbird School of Global Management 1990 — 1991
M.I.M., International Management
Georgetown University 1987 — 1989
B.S.B.A, Business Administration
Wesley College 1985 — 1987
Business Administration
Bonifatius College 1979 — 1985
VWO, Utrecht, The Netherlands
Utrechtsche School Vereniging - Frans Hals School 1972 — 1979
Utrecht
Alyda M Romero's AXA Advisors Experience April 2015 - Present
Job Associate at AXA Advisors
Industry Consumer Goods
Experience
AXA Advisors April 2015 - Present
Self Employed September 2014 - March 2015
MOAR Corp dba Performance Hearing of Florida (Zounds Coral Springs) January 2013 - August 2014
Mattel August 2010 - October 2012
Mattel May 2006 - August 2010
Mattel April 2005 - May 2006
Mattel April 2001 - April 2005
Mattel August 1994 - April 2001
Mavesa January 1990 - May 1992
Gillette 1987 - 1989
Skills
Marketing Strategy, Management, Brand Management, Strategic Planning, Marketing, Brand Development, P&L Management, International Marketing, Product Development, Product Launches, Media Planning, Marketing Communications, Marketing Management, Toys, Advertising, Operations Management, B2B, Key Account Development, Promotions, Public Relations
Education
IESA 1992 — 1994
MBA, Marketing
1980 — 1984
BBA, Marketing
AXA Advisors April 2015 - Present
Self Employed September 2014 - March 2015
MOAR Corp dba Performance Hearing of Florida (Zounds Coral Springs) January 2013 - August 2014
Mattel August 2010 - October 2012
Mattel May 2006 - August 2010
Mattel April 2005 - May 2006
Mattel April 2001 - April 2005
Mattel August 1994 - April 2001
Mavesa January 1990 - May 1992
Gillette 1987 - 1989
Skills
Marketing Strategy, Management, Brand Management, Strategic Planning, Marketing, Brand Development, P&L Management, International Marketing, Product Development, Product Launches, Media Planning, Marketing Communications, Marketing Management, Toys, Advertising, Operations Management, B2B, Key Account Development, Promotions, Public Relations
Education
IESA 1992 — 1994
MBA, Marketing
1980 — 1984
BBA, Marketing
Gita Ghafuri's AXA Advisors Experience November 2010 - June 2011
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration
Chris Avallone's AXA Advisors Experience November 2010 - Present
Job Consultant at CCJ llc
Industry Financial Services
Experience
CCJ llc November 2013 - Present
AXA Advisors November 2010 - Present
Dinosaur Securities LLC June 2009 - March 2010
CMS Forex 2008 - 2009
Geenwood/Mercury Futures January 2000 - August 2007
Education
Frostburg State University 1993 — 1997
BS, Finance
CCJ llc November 2013 - Present
AXA Advisors November 2010 - Present
Dinosaur Securities LLC June 2009 - March 2010
CMS Forex 2008 - 2009
Geenwood/Mercury Futures January 2000 - August 2007
Education
Frostburg State University 1993 — 1997
BS, Finance
Tony Princ's AXA Advisors Experience November 2006 - October 2007
Job Executive Director at Alternative Gifts International
Industry Nonprofit Organization Management
Experience
Alternative Gifts International March 2009 - Present
Morgan Stanley December 2007 - August 2008
AXA Advisors November 2006 - October 2007
Coca-Cola Enterprises November 1999 - June 2006
Wescon Products Co July 1995 - November 1999
Star Lumber Co (Maple) 1989 - 1995
Skills
Public Speaking, Fundraising, Event Planning, Microsoft Excel, Budgets
Education
Friends University
Master of Science, Quality Systems Management
Wichita State University
Bachelor of General Studies, Business, Economics, & Communications
Wichita State University
Bachelor of Science (B.S.), General Studies
Alternative Gifts International March 2009 - Present
Morgan Stanley December 2007 - August 2008
AXA Advisors November 2006 - October 2007
Coca-Cola Enterprises November 1999 - June 2006
Wescon Products Co July 1995 - November 1999
Star Lumber Co (Maple) 1989 - 1995
Skills
Public Speaking, Fundraising, Event Planning, Microsoft Excel, Budgets
Education
Friends University
Master of Science, Quality Systems Management
Wichita State University
Bachelor of General Studies, Business, Economics, & Communications
Wichita State University
Bachelor of Science (B.S.), General Studies
Gary Lovallo's AXA Advisors Experience May 2006 - January 2009
Job Relationship Banker SB JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
Michelle Milliken, CFP®'s AXA Advisors Experience April 2000 - February 2002
Job Supervisory Principal, Vice President at First Citizens Securities Corporation
Industry Financial Services
Experience
First Citizens Securities Corporation February 2013 - Present
First Citizens Securities Corporation October 2006 - January 2013
Family Service Center of SC 2006 - 2006
Waddell & Reed March 2005 - December 2005
Aon February 2002 - February 2005
AXA Advisors April 2000 - February 2002
Skills
Series 7, Series 24, Insurance, Strategic Financial..., Uniform Combined State..., Investments, Financial Services, 401k, Retirement Planning, Employee Benefits, Customer Service, Wealth Management, Retirement, Life Insurance, Disability Insurance
Education
The American College 2002 — 2005
Chartered Life Underwriter
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
The University of Georgia 1991 — 1996
Bachelor or Arts, Economics
First Citizens Securities Corporation February 2013 - Present
First Citizens Securities Corporation October 2006 - January 2013
Family Service Center of SC 2006 - 2006
Waddell & Reed March 2005 - December 2005
Aon February 2002 - February 2005
AXA Advisors April 2000 - February 2002
Skills
Series 7, Series 24, Insurance, Strategic Financial..., Uniform Combined State..., Investments, Financial Services, 401k, Retirement Planning, Employee Benefits, Customer Service, Wealth Management, Retirement, Life Insurance, Disability Insurance
Education
The American College 2002 — 2005
Chartered Life Underwriter
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
The University of Georgia 1991 — 1996
Bachelor or Arts, Economics
Yingchen Luo's AXA Advisors Experience January 2009 - February 2009
Job Tax Associate at CohnReznick LLP
Industry Legal Services
Experience
CohnReznick LLP September 2015 - Present
Internal Revenue Service June 2014 - August 2014
U.S. Department of Health and Human Services June 2013 - April 2014
Georgetown University Law Center May 2012 - August 2012
Macy's September 2009 - November 2009
Data Discoverers June 2009 - October 2009
AXA Advisors January 2009 - February 2009
Sunflower Non Profit Foundation June 2008 - August 2008
Estee Lauder Companies, Inc July 2007 - August 2007
American Red Cross Greater New York June 2003 - August 2006
Skills
Mandarin, Westlaw, LexisNexis, Legal Research, Legal Writing, Microsoft Excel, Research, Public Policy, Public Speaking, Nonprofits, Policy Analysis, International Relations, Civil Litigation, International Law, Litigation, Fundraising, PowerPoint, Access, Management, Analysis
Education
Georgetown University Law Center 2014 — 2015
LL.M., Tax Law/Taxation, 3.79
Georgetown University Law Center 2011 — 2014
JD, Law
Leonard N. Stern School of Business, NYU 2006 — 2010
B.S, Finance and accounting
CohnReznick LLP September 2015 - Present
Internal Revenue Service June 2014 - August 2014
U.S. Department of Health and Human Services June 2013 - April 2014
Georgetown University Law Center May 2012 - August 2012
Macy's September 2009 - November 2009
Data Discoverers June 2009 - October 2009
AXA Advisors January 2009 - February 2009
Sunflower Non Profit Foundation June 2008 - August 2008
Estee Lauder Companies, Inc July 2007 - August 2007
American Red Cross Greater New York June 2003 - August 2006
Skills
Mandarin, Westlaw, LexisNexis, Legal Research, Legal Writing, Microsoft Excel, Research, Public Policy, Public Speaking, Nonprofits, Policy Analysis, International Relations, Civil Litigation, International Law, Litigation, Fundraising, PowerPoint, Access, Management, Analysis
Education
Georgetown University Law Center 2014 — 2015
LL.M., Tax Law/Taxation, 3.79
Georgetown University Law Center 2011 — 2014
JD, Law
Leonard N. Stern School of Business, NYU 2006 — 2010
B.S, Finance and accounting
Shelly Moody's AXA Advisors Experience June 2010 - July 2013
Job Administrative Support Concierge
Industry Accounting
Experience
PwC July 2013 - Present
AXA Advisors June 2010 - July 2013
Lincoln Property Company January 2009 - January 2010
Austin College September 2004 - November 2007
Skills
Administrative..., Outlook, Calendaring, Office Management, Spreadsheets, Microsoft Excel, PowerPoint, Office Administration, Confidentiality, Microsoft Word, Microsoft Office, Event Planning, File Management, Data Entry, Accounts Payable, Process Scheduler, Lotus Notes
Education
Grayson County College 1996 — 1998
Business
PwC July 2013 - Present
AXA Advisors June 2010 - July 2013
Lincoln Property Company January 2009 - January 2010
Austin College September 2004 - November 2007
Skills
Administrative..., Outlook, Calendaring, Office Management, Spreadsheets, Microsoft Excel, PowerPoint, Office Administration, Confidentiality, Microsoft Word, Microsoft Office, Event Planning, File Management, Data Entry, Accounts Payable, Process Scheduler, Lotus Notes
Education
Grayson County College 1996 — 1998
Business
Dror Nir's AXA Advisors Experience August 2004 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2004 - Present
AXA-Advisors January 1999 - August 2004
AXA Advisors, LLC 1997 - 1999
Kasowitz, Benson, Torres & Friedman LLP January 1994 - September 1997
Skills
Financial Services, Retirement Planning
Education
Fordham University School of Law 1989 — 1993
Juris Doctor, Law
Queens College (CUNY) 1985 — 1989
Bachelor of Arts (BA), Political Science and Communications
AXA Advisors August 2004 - Present
AXA-Advisors January 1999 - August 2004
AXA Advisors, LLC 1997 - 1999
Kasowitz, Benson, Torres & Friedman LLP January 1994 - September 1997
Skills
Financial Services, Retirement Planning
Education
Fordham University School of Law 1989 — 1993
Juris Doctor, Law
Queens College (CUNY) 1985 — 1989
Bachelor of Arts (BA), Political Science and Communications
Kenneth Bott's AXA Advisors Experience July 2011 - September 2013
Job Insurance Advisor at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha June 2014 - Present
Allstate Insurance September 2013 - May 2014
AXA Advisors July 2011 - September 2013
MetLife Home Loans January 2010 - May 2011
Wells Fargo Home Mortgage May 2005 - October 2008
Wells Fargo Home Mortgage February 2001 - October 2005
3 S Products December 1994 - January 2001
Skills
Financial Advisory, Sales, Mortgage Lending, Insurance, Life Insurance, Finance, Loans, Securities, Retirement Planning, Retirement, Reverse Mortgages, Investments, Small Business, Wealth Management
Education
Gettysburg College 1969 — 1974
BA, Bus. Admin
Christian Brothers Academy 1965 — 1969
College Prep.
Mutual of Omaha June 2014 - Present
Allstate Insurance September 2013 - May 2014
AXA Advisors July 2011 - September 2013
MetLife Home Loans January 2010 - May 2011
Wells Fargo Home Mortgage May 2005 - October 2008
Wells Fargo Home Mortgage February 2001 - October 2005
3 S Products December 1994 - January 2001
Skills
Financial Advisory, Sales, Mortgage Lending, Insurance, Life Insurance, Finance, Loans, Securities, Retirement Planning, Retirement, Reverse Mortgages, Investments, Small Business, Wealth Management
Education
Gettysburg College 1969 — 1974
BA, Bus. Admin
Christian Brothers Academy 1965 — 1969
College Prep.
Steven Siler's AXA Advisors Experience January 1977 - Present
Job Financial Professional,AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1977 - Present
Education
Grand Valley State University 1973 — 1976
BA Degree, Education
AXA Advisors January 1977 - Present
Education
Grand Valley State University 1973 — 1976
BA Degree, Education
Christopher Boozer's AXA Advisors Experience February 2015 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
American Express March 2012 - April 2014
NSHMBA 2010 - 2011
Thunderbird School of Global Management 2010 - 2011
Pre-Paid Legal Services, Inc April 2004 - December 2010
Intel Corporation May 2010 - August 2010
Wells Fargo Bank Arizona April 2002 - September 2005
Wells Fargo Bank, N.A. April 2002 - April 2003
Skills
Recruiting, Marketing, Negotiation, Sourcing, Talent Management, Training, Business Planning, Strategic Planning, Financial Analysis, Process Improvement, Cross-functional Team..., Strategy, Business Development, Leadership, Business Strategy, Project Management, Competitive Analysis, Entrepreneurship, Nonprofits, Finance, Analysis, Market Research, Management Consulting, Marketing Strategy, Program Management, Salesforce.com, Human Resources, Pricing, Change Management, International Business, Data Analysis, New Business Development, Analytics, Market Analysis, Contract Negotiation, Team Leadership, Consulting, Risk Management, Project Planning, Budgets, Operations Management, Leadership Development, Team Building, Organizational..., Strategic Consulting, Relationship Management, Account Management, Team Management, Business Intelligence, Coaching
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Management; Strategy and Bus Dev
Kansas State University 2000 — 2002
Studied Finance
Grambling State University 1996 — 2000
Bachelor of Science (BS), Accounting
AXA Advisors February 2015 - Present
American Express March 2012 - April 2014
NSHMBA 2010 - 2011
Thunderbird School of Global Management 2010 - 2011
Pre-Paid Legal Services, Inc April 2004 - December 2010
Intel Corporation May 2010 - August 2010
Wells Fargo Bank Arizona April 2002 - September 2005
Wells Fargo Bank, N.A. April 2002 - April 2003
Skills
Recruiting, Marketing, Negotiation, Sourcing, Talent Management, Training, Business Planning, Strategic Planning, Financial Analysis, Process Improvement, Cross-functional Team..., Strategy, Business Development, Leadership, Business Strategy, Project Management, Competitive Analysis, Entrepreneurship, Nonprofits, Finance, Analysis, Market Research, Management Consulting, Marketing Strategy, Program Management, Salesforce.com, Human Resources, Pricing, Change Management, International Business, Data Analysis, New Business Development, Analytics, Market Analysis, Contract Negotiation, Team Leadership, Consulting, Risk Management, Project Planning, Budgets, Operations Management, Leadership Development, Team Building, Organizational..., Strategic Consulting, Relationship Management, Account Management, Team Management, Business Intelligence, Coaching
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Management; Strategy and Bus Dev
Kansas State University 2000 — 2002
Studied Finance
Grambling State University 1996 — 2000
Bachelor of Science (BS), Accounting
Chloe Huang's AXA Advisors Experience January 2012 - May 2012
Job Financial Advisor Intern at AXA Advisors
Industry Higher Education
Experience
AXA Advisors January 2012 - May 2012
Pace University January 2010 - January 2012
Education
Fort Hays State University 2007 — 2009
bachelor, Finance
AXA Advisors January 2012 - May 2012
Pace University January 2010 - January 2012
Education
Fort Hays State University 2007 — 2009
bachelor, Finance
Grant Herman's AXA Advisors Experience October 2011 - December 2011
Job visionary
Industry Financial Services
Experience
Vittoria Giochi November 1997 - Present
Eurasia Group October 2012 - December 2012
Booz Allen Hamilton June 2012 - August 2012
AXA Advisors October 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Doctor Melinda Wolf's Office August 2010 - August 2010
Bob Long/Community Pools June 2010 - August 2010
Young Chefs Academy October 2008 - January 2009
Skills
•Understanding of...
Education
Fordham University 2009 — 2013
BA, Major: Political Science
Vittoria Giochi November 1997 - Present
Eurasia Group October 2012 - December 2012
Booz Allen Hamilton June 2012 - August 2012
AXA Advisors October 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Doctor Melinda Wolf's Office August 2010 - August 2010
Bob Long/Community Pools June 2010 - August 2010
Young Chefs Academy October 2008 - January 2009
Skills
•Understanding of...
Education
Fordham University 2009 — 2013
BA, Major: Political Science
Neal Sukhia's AXA Advisors Experience March 2012 - August 2012
Job Analyst at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management June 2015 - Present
Alvarez & Marsal June 2013 - May 2015
Fordham University Student Managed Investment Fund January 2014 - January 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan November 2012 - November 2012
AXA Advisors March 2012 - August 2012
Moses & Singer LLP June 2009 - August 2012
Fordham University September 2011 - May 2012
U.S. Congressman Frank Pallone Jr. September 2010 - December 2010
Abercrombie & Fitch June 2009 - March 2010
Skills
Analysis, Microsoft Excel, Management, Time Management, Marketing, Investments, Bloomberg Terminal, Business Development, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Research, Sales, Portfolio Management, Public Speaking, Budgets
Education
Fordham University 2011 — 2015
Finance
Rialto Capital Management June 2015 - Present
Alvarez & Marsal June 2013 - May 2015
Fordham University Student Managed Investment Fund January 2014 - January 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan November 2012 - November 2012
AXA Advisors March 2012 - August 2012
Moses & Singer LLP June 2009 - August 2012
Fordham University September 2011 - May 2012
U.S. Congressman Frank Pallone Jr. September 2010 - December 2010
Abercrombie & Fitch June 2009 - March 2010
Skills
Analysis, Microsoft Excel, Management, Time Management, Marketing, Investments, Bloomberg Terminal, Business Development, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Research, Sales, Portfolio Management, Public Speaking, Budgets
Education
Fordham University 2011 — 2015
Finance
Amanda Shen's AXA Advisors Experience April 2010 - August 2010
Job Regional Sales Associate at Fisher Investments
Industry Market Research
Experience
Fisher Investments April 2014 - Present
Manchester Financial July 2012 - March 2014
Pepperdine University Convocation, Club August 2011 - April 2012
Davis Research October 2011 - December 2011
LVMH Group, House of Guerlain May 2011 - August 2011
Housing and Residential Life August 2010 - May 2011
AXA Advisors April 2010 - August 2010
International Programs September 2009 - April 2010
Nordstroms Inc May 2009 - September 2009
Skills
Blogging, Social Media, PowerPoint
Education
Pepperdine University 2008 — 2012
International Business Emphasis in Marketing
Fudan University
International Relations, Humanities; Business Statistics, Organizational Behavior
Whitney High School
Fisher Investments April 2014 - Present
Manchester Financial July 2012 - March 2014
Pepperdine University Convocation, Club August 2011 - April 2012
Davis Research October 2011 - December 2011
LVMH Group, House of Guerlain May 2011 - August 2011
Housing and Residential Life August 2010 - May 2011
AXA Advisors April 2010 - August 2010
International Programs September 2009 - April 2010
Nordstroms Inc May 2009 - September 2009
Skills
Blogging, Social Media, PowerPoint
Education
Pepperdine University 2008 — 2012
International Business Emphasis in Marketing
Fudan University
International Relations, Humanities; Business Statistics, Organizational Behavior
Whitney High School
Michael Conrad, CFA's AXA Advisors Experience August 2008 - September 2012
Job Portfolio Analyst at US Trust
Industry Investment Management
Experience
US Trust March 2013 - Present
AXA Advisors August 2008 - September 2012
Kiewit Federal Group May 2007 - April 2008
Hinckley, Allen & Snyder LLP May 2006 - August 2006
Skills
Asset Allocation, Investments, Portfolio Management, Financial Analysis, Wealth Management, Microsoft Office, Mutual Funds, Finance, Alternative Investments, Investment Strategies, Investment Management, Financial Modeling, Financial Markets, Retirement Planning, Strategic Financial..., Financial Reporting, Registered Investment..., Public Speaking, Securities, Sales Presentations, New Business Development, Advanced Microsoft Excel, Microsoft Excel, Financial Planning
Education
Georgetown University - The McDonough School of Business 2014 — 2017
MBA Candidate
University of Maine 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
US Trust March 2013 - Present
AXA Advisors August 2008 - September 2012
Kiewit Federal Group May 2007 - April 2008
Hinckley, Allen & Snyder LLP May 2006 - August 2006
Skills
Asset Allocation, Investments, Portfolio Management, Financial Analysis, Wealth Management, Microsoft Office, Mutual Funds, Finance, Alternative Investments, Investment Strategies, Investment Management, Financial Modeling, Financial Markets, Retirement Planning, Strategic Financial..., Financial Reporting, Registered Investment..., Public Speaking, Securities, Sales Presentations, New Business Development, Advanced Microsoft Excel, Microsoft Excel, Financial Planning
Education
Georgetown University - The McDonough School of Business 2014 — 2017
MBA Candidate
University of Maine 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
Paul H. Culbreth, CFP's AXA Advisors Experience July 2005 - Present
Job Your Wealth Partners
Industry Financial Services
Experience
AXA Advisors July 2005 - Present
Education
Georgia Southern University 2000 — 2005
College of Business Administration, Finance
AXA Advisors July 2005 - Present
Education
Georgia Southern University 2000 — 2005
College of Business Administration, Finance
Al Abbott's AXA Advisors Experience 1996 - 2001
Job Owner at Comfort Keepers, Columbus, GA
Industry Hospital & Health Care
Experience
Comfort Keepers March 2002 - Present
AXA Advisors 1996 - 2001
Abbott Group, LTD 1986 - 1997
Skills
Management, Finance, Team Building, Leadership, Strategic Planning, Training, Leadership Development, Sales, Recruiting, Strategic Financial..., Budgets, New Business Development, Business Development, Customer Service, PowerPoint, Financial Planning, Long-term Care, Microsoft Excel
Education
University of Alabama 1982 — 1984
Bachelor of Arts (B.A.), Philosophy
Freed-Hardeman University 1980 — 1982
Comfort Keepers March 2002 - Present
AXA Advisors 1996 - 2001
Abbott Group, LTD 1986 - 1997
Skills
Management, Finance, Team Building, Leadership, Strategic Planning, Training, Leadership Development, Sales, Recruiting, Strategic Financial..., Budgets, New Business Development, Business Development, Customer Service, PowerPoint, Financial Planning, Long-term Care, Microsoft Excel
Education
University of Alabama 1982 — 1984
Bachelor of Arts (B.A.), Philosophy
Freed-Hardeman University 1980 — 1982
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO