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.
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AXA Advisors Employees
Employee
Years
Job
Industry
Jeremy Sage Jeremy Sage's AXA Advisors Experience August 2005 - January 2007
Job Junior Natural Gas Market Maker at Allston Trading
Industry Capital Markets
Experience
Allston Trading January 2015 - Present
Bridgehampton Capital Management LLC June 2013 - August 2013
Lumineye July 2007 - August 2012
Warshaw Capital LLC January 2007 - July 2007
AXA Advisors August 2005 - January 2007
Skills
Financial Modeling, Investments, Trading Strategies, Equities, Portfolio Management, Series 7, Bloomberg, Mutual Funds, FINRA, Series 63, Options, Trading, Asset Management, Investment Advisory, Asset Allocation, Wealth Management, Technical Analysis, Asset Managment, Financial Advisory, Finance, Retirement Planning, Uniform Combined State..., Series 55, Series 66, Strategy, Financial Analysis, Corporate Finance, Microsoft Excel
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Capital Markets
Semester at Sea 2005 — 2005
Study Abroad
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Allston Trading January 2015 - Present
Bridgehampton Capital Management LLC June 2013 - August 2013
Lumineye July 2007 - August 2012
Warshaw Capital LLC January 2007 - July 2007
AXA Advisors August 2005 - January 2007
Skills
Financial Modeling, Investments, Trading Strategies, Equities, Portfolio Management, Series 7, Bloomberg, Mutual Funds, FINRA, Series 63, Options, Trading, Asset Management, Investment Advisory, Asset Allocation, Wealth Management, Technical Analysis, Asset Managment, Financial Advisory, Finance, Retirement Planning, Uniform Combined State..., Series 55, Series 66, Strategy, Financial Analysis, Corporate Finance, Microsoft Excel
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Capital Markets
Semester at Sea 2005 — 2005
Study Abroad
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Kybo Betancourt Kybo Betancourt's AXA Advisors Experience August 2012 - April 2013
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
AXA Advisors August 2012 - April 2013
Hyatt Hotels Corporation August 2011 - January 2012
2020 Companies July 2008 - February 2009
Penguin Services May 2007 - August 2008
UPS August 2007 - July 2008
Skills
Retirement, Retirement Planning, Education Funding, Licensed Life & Health..., Holistic Financial..., Long Term Care Insurance, Manage Client..., 401k Rollovers
Education
University of Maryland College Park 2010 — 2012
Bachelor of Arts (B.A.), Economics
Howard Community College
New York Life Insurance Company July 2013 - Present
AXA Advisors August 2012 - April 2013
Hyatt Hotels Corporation August 2011 - January 2012
2020 Companies July 2008 - February 2009
Penguin Services May 2007 - August 2008
UPS August 2007 - July 2008
Skills
Retirement, Retirement Planning, Education Funding, Licensed Life & Health..., Holistic Financial..., Long Term Care Insurance, Manage Client..., 401k Rollovers
Education
University of Maryland College Park 2010 — 2012
Bachelor of Arts (B.A.), Economics
Howard Community College
Shane Twenhafel CLU, ChFC Shane Twenhafel CLU, ChFC's AXA Advisors Experience June 2001 - July 2004
Job Sales Vice President at Producer Resources, Inc.
Industry Financial Services
Experience
Producer Resources, Inc. June 2014 - Present
Northstar Wealth Strategies, LLC December 2012 - Present
The Hartford April 2010 - December 2012
Phoenix Life / Saybrus Partners April 2005 - April 2010
AXA Advisors June 2001 - July 2004
Skills
Wealth Transfer, Retirement Planning, Succession Planning, Estate Planning, Long-term Care, Wealth Management, Series 7, Strategic Financial..., Insurance, Life Insurance, Wealth, Asset Allocation, Financial Planning, Pensions, IRAs, Financial Services, Finance
Education
Hendrix College 2000 — 2001
Bachelor's, Economics
Lincoln College 1998 — 1999
Associate's, General Studies
Producer Resources, Inc. June 2014 - Present
Northstar Wealth Strategies, LLC December 2012 - Present
The Hartford April 2010 - December 2012
Phoenix Life / Saybrus Partners April 2005 - April 2010
AXA Advisors June 2001 - July 2004
Skills
Wealth Transfer, Retirement Planning, Succession Planning, Estate Planning, Long-term Care, Wealth Management, Series 7, Strategic Financial..., Insurance, Life Insurance, Wealth, Asset Allocation, Financial Planning, Pensions, IRAs, Financial Services, Finance
Education
Hendrix College 2000 — 2001
Bachelor's, Economics
Lincoln College 1998 — 1999
Associate's, General Studies
KT Bohren MBA KT Bohren MBA's AXA Advisors Experience September 2014 - April 2015
Job Social Media Expert. Process Improvement Junkie. Project Management Guru.
Industry Online Media
Experience
AXA Advisors September 2014 - April 2015
Portland State University June 2013 - March 2014
Nike September 2013 - October 2013
Oregon Health & Science University September 2010 - March 2013
University of Washington Medical Center August 2008 - September 2010
Washington State University September 2005 - May 2008
Nordstrom December 2005 - August 2007
Skills
Program Management, Social Media, Marketing, Event Planning, Process Improvement, Project Management, Public Speaking, Customer Service, Healthcare, Coaching, Leadership, Program Development, Business Management..., Open Minded, Research, Strategic Planning, Community Outreach, Fundraising, Work Well Independently, Fitness, Health Education, Teaching, Data Analysis, Team Building, Leadership Development, BLS, Teamwork, Organized, Program Evaluation, Microsoft Office, Recruiting, Attention To Detail, Self Directed, High Achiever
Education
Portland State University - School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Healthcare & Marketing
Oregon Health and Science University 2011 — 2013
Master of Business Administration (M.B.A.), Healthcare Management
Washington State University 2007 — 2008
Bachelor of Science, Biology
Washington State University 2005 — 2007
Bachelor's Degree, Veterinary Medicine
Mount St. Mary's College 2003 — 2005
Biology
Highline Community College 2001 — 2003
High School Diploma, Running Start
AXA Advisors September 2014 - April 2015
Portland State University June 2013 - March 2014
Nike September 2013 - October 2013
Oregon Health & Science University September 2010 - March 2013
University of Washington Medical Center August 2008 - September 2010
Washington State University September 2005 - May 2008
Nordstrom December 2005 - August 2007
Skills
Program Management, Social Media, Marketing, Event Planning, Process Improvement, Project Management, Public Speaking, Customer Service, Healthcare, Coaching, Leadership, Program Development, Business Management..., Open Minded, Research, Strategic Planning, Community Outreach, Fundraising, Work Well Independently, Fitness, Health Education, Teaching, Data Analysis, Team Building, Leadership Development, BLS, Teamwork, Organized, Program Evaluation, Microsoft Office, Recruiting, Attention To Detail, Self Directed, High Achiever
Education
Portland State University - School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Healthcare & Marketing
Oregon Health and Science University 2011 — 2013
Master of Business Administration (M.B.A.), Healthcare Management
Washington State University 2007 — 2008
Bachelor of Science, Biology
Washington State University 2005 — 2007
Bachelor's Degree, Veterinary Medicine
Mount St. Mary's College 2003 — 2005
Biology
Highline Community College 2001 — 2003
High School Diploma, Running Start
Joanna (Yiwei) Li's AXA Advisors Experience May 2011 - August 2011
Job Consultant at Altus Group
Industry Real Estate
Experience
Altus Group, (Research, Valuation & Advisory) March 2013 - Present
Griffinest Asia Securities March 2012 - March 2013
Sutter's Mill Capital January 2012 - March 2012
USC Marshall School of Business February 2011 - December 2011
AXA Advisors May 2011 - August 2011
Agricultural Bank of China August 2009 - September 2009
YinHai Real Estate Co. Ltd, July 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Investments, Quantitative Finance, Valuation, Asset Allocation, Matlab, Microsoft Excel, Analysis, Portfolio Management, Derivatives, Monte Carlo Simulation, Due Diligence, Economics, PowerPoint, Finance, Equities, Microsoft Word, C, Equity Valuation, Financial Engineering, Outlook, Access, Eviews, Visual Basic, Strategic Financial..., Market Research, Asset Pricing, Excel, Word, commercial real estate..., Financial Services, Bloomberg, Argus Modeling, argus enterprise, Appraisals, Real Estate Acquisitions, mall valuation, Corporate Finance, Risk Management, Private Equity, Equity Research, Real Estate, Dyna
Education
University of Southern California 2010 — 2012
Master of Science, Mathematical Finance, 3.73
Huazhong University of Science and Technology 2006 — 2010
Bachelor of Science, Applied Mathematics, 3.50
Zhongnan University of Economics and Law 2008 — 2010
Bachelor of Science (B.S.), Finance and Economics, 3.80
No 1 Middle School attached to CCNU 2003 — 2006
High School Diploma
Altus Group, (Research, Valuation & Advisory) March 2013 - Present
Griffinest Asia Securities March 2012 - March 2013
Sutter's Mill Capital January 2012 - March 2012
USC Marshall School of Business February 2011 - December 2011
AXA Advisors May 2011 - August 2011
Agricultural Bank of China August 2009 - September 2009
YinHai Real Estate Co. Ltd, July 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Investments, Quantitative Finance, Valuation, Asset Allocation, Matlab, Microsoft Excel, Analysis, Portfolio Management, Derivatives, Monte Carlo Simulation, Due Diligence, Economics, PowerPoint, Finance, Equities, Microsoft Word, C, Equity Valuation, Financial Engineering, Outlook, Access, Eviews, Visual Basic, Strategic Financial..., Market Research, Asset Pricing, Excel, Word, commercial real estate..., Financial Services, Bloomberg, Argus Modeling, argus enterprise, Appraisals, Real Estate Acquisitions, mall valuation, Corporate Finance, Risk Management, Private Equity, Equity Research, Real Estate, Dyna
Education
University of Southern California 2010 — 2012
Master of Science, Mathematical Finance, 3.73
Huazhong University of Science and Technology 2006 — 2010
Bachelor of Science, Applied Mathematics, 3.50
Zhongnan University of Economics and Law 2008 — 2010
Bachelor of Science (B.S.), Finance and Economics, 3.80
No 1 Middle School attached to CCNU 2003 — 2006
High School Diploma
Terry Terrell Terry Terrell's AXA Advisors Experience January 2011 - Present
Job RVP Dedicated to Coaching Successful Financial Consultants | Help Individuals and Businesses Achieve Financial Success
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
AXA Advisors September 2007 - Present
Boys and Girls Clubs of America January 2009 - December 2011
The Seattle Times March 2003 - September 2007
Skills
Training, Developing, Hiring, Sales, Annuity, Insurance, Life Insurance, Long Term Care, College Funding, Estate Planning, Roth IRA, Traditional IRA, 401k, Rollovers, Sales Management, Investment Advisory, Asset Management, 403b, Variable Life Insurance, Universal Life Insurance, Fixed Annuities, Variable Annuities, Series 7, Series 66, Series 24, Athletic Performance, Customer Driven, Direct Sales, Outside Sales, Term Life Insurance, New Business Development, Personal Development, Public Speaking, Motivational Speaking, Basketball, Baseball, Soccer, Tennis, Golf, Coaching, Banking, Motivated self-starter, Highly effective, Entrepreneurship, Recruiting, Organizational..., Team Building, Team Leadership, Team Management, Team-oriented
Education
University of Washington 2005 — 2007
BS, Informatics
Highline Community College 2001 — 2004
Associate of Science (AS) and Associates of Arts (AA), Computer Science / Mathmatics
Mount Rainier High School 1997 — 2001
AXA Advisors January 2011 - Present
AXA Advisors September 2007 - Present
Boys and Girls Clubs of America January 2009 - December 2011
The Seattle Times March 2003 - September 2007
Skills
Training, Developing, Hiring, Sales, Annuity, Insurance, Life Insurance, Long Term Care, College Funding, Estate Planning, Roth IRA, Traditional IRA, 401k, Rollovers, Sales Management, Investment Advisory, Asset Management, 403b, Variable Life Insurance, Universal Life Insurance, Fixed Annuities, Variable Annuities, Series 7, Series 66, Series 24, Athletic Performance, Customer Driven, Direct Sales, Outside Sales, Term Life Insurance, New Business Development, Personal Development, Public Speaking, Motivational Speaking, Basketball, Baseball, Soccer, Tennis, Golf, Coaching, Banking, Motivated self-starter, Highly effective, Entrepreneurship, Recruiting, Organizational..., Team Building, Team Leadership, Team Management, Team-oriented
Education
University of Washington 2005 — 2007
BS, Informatics
Highline Community College 2001 — 2004
Associate of Science (AS) and Associates of Arts (AA), Computer Science / Mathmatics
Mount Rainier High School 1997 — 2001
Joanne Lin Joanne Lin's AXA Advisors Experience June 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Real Estate March 2012 - Present
CENTURY 21® November 2002 - November 2012
MassMutual Financial Group October 2009 - August 2010
MetLife Financial Services October 2008 - June 2009
AXA Advisors May 2008 - October 2008
Integral Financial, LLC July 2007 - May 2008
ZipRealty August 2004 - December 2006
Education
Huazhong University of Science and Technology 1980 — 1984
B.S, Computer Science
San Jose State University 1998 — 1999
Graduate school, Computer Science
AXA Advisors June 2013 - Present
Real Estate March 2012 - Present
CENTURY 21® November 2002 - November 2012
MassMutual Financial Group October 2009 - August 2010
MetLife Financial Services October 2008 - June 2009
AXA Advisors May 2008 - October 2008
Integral Financial, LLC July 2007 - May 2008
ZipRealty August 2004 - December 2006
Education
Huazhong University of Science and Technology 1980 — 1984
B.S, Computer Science
San Jose State University 1998 — 1999
Graduate school, Computer Science
Ken Handy Ken Handy's AXA Advisors Experience April 2011 - Present
Job Regional Vice President & Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
Caitlin Abrams Caitlin Abrams's AXA Advisors Experience April 2008 - April 2011
Job Communications
Industry Public Relations and Communications
Experience
King + Company October 2013 - December 2013
The FRS Company (Contract Position) March 2012 - August 2012
AXA Advisors April 2008 - April 2011
Freelance January 2006 - January 2010
Actor / SAG, AFTRA August 2006 - August 2009
Skills
Theatre, Acting Training, Voice Over, Marketing, Cold Calling, Connecting People, Guerrilla Marketing, Product Presentation, Prospecting New Clients, Identifying New..., Direct Sales, Public Relations, Event Management, Social Media
Education
NYU 2011 — 2012
Certificate, Fundraising for Nonprofits, 3.7
The New York Conservatory of Dramatic Arts 2004 — 2006
Acting
Hofstra University 2000 — 2004
Bachelor of Arts (B.A.), Theater, 3.5
King + Company October 2013 - December 2013
The FRS Company (Contract Position) March 2012 - August 2012
AXA Advisors April 2008 - April 2011
Freelance January 2006 - January 2010
Actor / SAG, AFTRA August 2006 - August 2009
Skills
Theatre, Acting Training, Voice Over, Marketing, Cold Calling, Connecting People, Guerrilla Marketing, Product Presentation, Prospecting New Clients, Identifying New..., Direct Sales, Public Relations, Event Management, Social Media
Education
NYU 2011 — 2012
Certificate, Fundraising for Nonprofits, 3.7
The New York Conservatory of Dramatic Arts 2004 — 2006
Acting
Hofstra University 2000 — 2004
Bachelor of Arts (B.A.), Theater, 3.5
Stephanie Schlacks Stephanie Schlacks's AXA Advisors Experience March 2009 - August 2009
Job Senior Financial Analyst at Darden Restaurants
Industry Restaurants
Experience
Darden August 2014 - Present
Darden May 2013 - August 2013
KPMG June 2012 - August 2012
Starwood Vacation Ownership May 2011 - May 2012
AXA Advisors March 2009 - August 2009
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
IE Business School 2013 — 2013
IMBA (Exchange Program - 1 semester)
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Accounting, International Business, 4.0
Institut Commercial de Nancy (ICN Business School) 2009 — 2010
Bachelor of Business Administration (BBA), International Business
Darden August 2014 - Present
Darden May 2013 - August 2013
KPMG June 2012 - August 2012
Starwood Vacation Ownership May 2011 - May 2012
AXA Advisors March 2009 - August 2009
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
IE Business School 2013 — 2013
IMBA (Exchange Program - 1 semester)
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Accounting, International Business, 4.0
Institut Commercial de Nancy (ICN Business School) 2009 — 2010
Bachelor of Business Administration (BBA), International Business
Gerald Grant III, MBA Gerald Grant III, MBA's AXA Advisors Experience May 2013 - August 2013
Job Business Technology Analyst at Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Hampton University January 2013 - May 2014
AXA Advisors May 2013 - August 2013
Orange Bowl December 2012 - January 2013
Hampton University September 2009 - December 2012
RK Toyota/ Scion May 2012 - July 2012
United Way of Miami-DadeSummer 2010 August 2010 - August 2010
AXA Advisors, LLC January 2006 - January 2008
Skills
Visio, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Marketing, PowerPoint
Education
Hampton University 2009 — 2013
Hampton University School of Business
BS, Business Administration
Hampton University School of Business
Masters, Business Administration
Deloitte July 2014 - Present
Hampton University January 2013 - May 2014
AXA Advisors May 2013 - August 2013
Orange Bowl December 2012 - January 2013
Hampton University September 2009 - December 2012
RK Toyota/ Scion May 2012 - July 2012
United Way of Miami-DadeSummer 2010 August 2010 - August 2010
AXA Advisors, LLC January 2006 - January 2008
Skills
Visio, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Marketing, PowerPoint
Education
Hampton University 2009 — 2013
Hampton University School of Business
BS, Business Administration
Hampton University School of Business
Masters, Business Administration
Peter Rosen's AXA Advisors Experience June 2011 - June 2011
Job Inventory Management Specialist at Anixter
Industry Information Technology and Services
Experience
Anixter December 2014 - Present
Fidelis Enterprises, Inc May 2014 - October 2014
Camp Ojibwa June 2008 - August 2012
AXA Advisors June 2011 - June 2011
Tom Sandlow May 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Spanish, Data Analysis, Teaching, Access, Facebook, Financial Analysis, Analysis, Social Media Marketing, Outlook, Strategy, Social Networking, Leadership, Time Management, Windows, Customer Service, Management
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Information and Process Management, International Business, Spanish, Junior
Anixter December 2014 - Present
Fidelis Enterprises, Inc May 2014 - October 2014
Camp Ojibwa June 2008 - August 2012
AXA Advisors June 2011 - June 2011
Tom Sandlow May 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Spanish, Data Analysis, Teaching, Access, Facebook, Financial Analysis, Analysis, Social Media Marketing, Outlook, Strategy, Social Networking, Leadership, Time Management, Windows, Customer Service, Management
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Information and Process Management, International Business, Spanish, Junior
Michael J. Limas's AXA Advisors Experience April 2013 - Present
Job Regional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
AXA Advisors August 2007 - March 2013
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Dual Major: Finance and Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Retirement Planning Specialist
Harvard University 2012 — 2012
Executive Education of Wealth Management and Asset Allocation Strategies Certification
AXA Advisors April 2013 - Present
AXA Advisors August 2007 - March 2013
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Dual Major: Finance and Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Retirement Planning Specialist
Harvard University 2012 — 2012
Executive Education of Wealth Management and Asset Allocation Strategies Certification
Theodore Grant Theodore Grant's AXA Advisors Experience November 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Stratus Prep January 2009 - June 2010
Novantas, Inc. September 2008 - January 2009
Education
The University of Texas at Austin 2011 — 2014
Juris Doctor (J.D.)
Harvard University 2004 — 2008
Bachelor's Degree, Economics
AXA Advisors November 2014 - Present
Stratus Prep January 2009 - June 2010
Novantas, Inc. September 2008 - January 2009
Education
The University of Texas at Austin 2011 — 2014
Juris Doctor (J.D.)
Harvard University 2004 — 2008
Bachelor's Degree, Economics
Travis Apollo Haage's AXA Advisors Experience August 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
UnitedHealth Group March 2014 - July 2015
Mad Science Group November 2014 - January 2015
Saint Paul Public Schools January 2014 - January 2015
Private Consulting 2010 - December 2014
Perrigo May 2008 - August 2013
Skills
Finance, Microsoft Excel, Access, Technical Documentation, Billing Systems, Billing Process, Client Billing, Medical Billing, Healthcare, Accounts Receivable, Account Reconciliation, Financial Analysis, Document Management, Health Insurance, Billing Solutions, Bilingual Proficiency, Quality System, 21 CFR Part 11, Quality Control, Validation, Sop, FDA, CAPA, Change Control, Pharmaceutical Industry, GLP, Regulatory Affairs, HPLC, Quality Assurance, Financial Reporting, Financial Modeling, Document Drafting, Document Review, GMP
Education
University of St. Thomas
Certificate in Financial Planning, Financial Planning and Services
Hamline University
Bachelor's degree with cum laude honors, Chemistry
AXA Advisors August 2015 - Present
UnitedHealth Group March 2014 - July 2015
Mad Science Group November 2014 - January 2015
Saint Paul Public Schools January 2014 - January 2015
Private Consulting 2010 - December 2014
Perrigo May 2008 - August 2013
Skills
Finance, Microsoft Excel, Access, Technical Documentation, Billing Systems, Billing Process, Client Billing, Medical Billing, Healthcare, Accounts Receivable, Account Reconciliation, Financial Analysis, Document Management, Health Insurance, Billing Solutions, Bilingual Proficiency, Quality System, 21 CFR Part 11, Quality Control, Validation, Sop, FDA, CAPA, Change Control, Pharmaceutical Industry, GLP, Regulatory Affairs, HPLC, Quality Assurance, Financial Reporting, Financial Modeling, Document Drafting, Document Review, GMP
Education
University of St. Thomas
Certificate in Financial Planning, Financial Planning and Services
Hamline University
Bachelor's degree with cum laude honors, Chemistry
Loren Lo Loren Lo's AXA Advisors Experience December 2012 - Present
Job Retirement Planning Specialist/Regional Vice President at AXA US
Industry Financial Services
Experience
AXA US July 2015 - Present
AXA Advisors December 2012 - Present
Forest Ridge School of Sacred Heart March 2008 - June 2014
Loren's Tennis LLC September 2007 - October 2012
J.P. Morgan July 2012 - July 2012
Skills
Wealth Management, 403 b, 401k, Life Insurance, Holistic Financial..., Retirement Planning, Sales Operations, Retirement Savings, Retirement Income...
Education
University of Washington 2007 — 2011
Bachelor’s Degree, International Relations
Harvard University 2014 — 2014
AXA Institute, Wealth Management
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education, Retirement Planning
AXA US July 2015 - Present
AXA Advisors December 2012 - Present
Forest Ridge School of Sacred Heart March 2008 - June 2014
Loren's Tennis LLC September 2007 - October 2012
J.P. Morgan July 2012 - July 2012
Skills
Wealth Management, 403 b, 401k, Life Insurance, Holistic Financial..., Retirement Planning, Sales Operations, Retirement Savings, Retirement Income...
Education
University of Washington 2007 — 2011
Bachelor’s Degree, International Relations
Harvard University 2014 — 2014
AXA Institute, Wealth Management
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education, Retirement Planning
Hally Dunn Hally Dunn's AXA Advisors Experience 1994 - 2002
Job Financial Advisor at 4Wealth Financial Group, LLC.
Industry Financial Services
Experience
4WEALTH® FINANCIAL GROUP, LLC January 2013 - Present
Leonard and Company August 2002 - December 2012
AXA Advisors 1994 - 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Social Media Marketing, Series 7
Education
The University of Chicago Booth School of Business 1982 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Grinnell College
Bachelor of Arts (BA), History
4WEALTH® FINANCIAL GROUP, LLC January 2013 - Present
Leonard and Company August 2002 - December 2012
AXA Advisors 1994 - 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Social Media Marketing, Series 7
Education
The University of Chicago Booth School of Business 1982 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Grinnell College
Bachelor of Arts (BA), History
Andrew (AJ) Baworowsky Andrew (AJ) Baworowsky's AXA Advisors Experience April 2006 - February 2007
Job FP&A Analyst at Tesoro Corporation
Industry Financial Services
Experience
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
Matthew Kissh's AXA Advisors Experience May 2008 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2008 - Present
Equinox Financial Partners March 2013 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Investments, Mutual Funds, Series 7, Finance, Securities, Series 24, series 66, Financial Services, Health Insurance, Bonds
Education
Hofstra University 2004 — 2008
BBA, Marketing, Finance
Cheshire High School 2000 — 2004
AXA Advisors May 2008 - Present
Equinox Financial Partners March 2013 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Investments, Mutual Funds, Series 7, Finance, Securities, Series 24, series 66, Financial Services, Health Insurance, Bonds
Education
Hofstra University 2004 — 2008
BBA, Marketing, Finance
Cheshire High School 2000 — 2004
Andy Bartz Andy Bartz's AXA Advisors Experience August 2012 - September 2013
Job Financial Analyst at CHS
Industry Farming
Experience
CHS October 2013 - Present
AXA Advisors August 2012 - September 2013
Saint Olaf College September 2009 - May 2012
Travelers May 2011 - August 2011
Education
St. Olaf College 2009 — 2012
Bachelor's degree, Economics, Finance
Gustavus Adolphus College 2008 — 2009
Edina High School 2005 — 2008
CHS October 2013 - Present
AXA Advisors August 2012 - September 2013
Saint Olaf College September 2009 - May 2012
Travelers May 2011 - August 2011
Education
St. Olaf College 2009 — 2012
Bachelor's degree, Economics, Finance
Gustavus Adolphus College 2008 — 2009
Edina High School 2005 — 2008
Jeffrey Bulvin Jeffrey Bulvin's AXA Advisors Experience April 1992 - March 2008
Job Managing Partner at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group of Georgia October 2012 - Present
New England Financial March 2008 - December 2014
AXA Advisors April 1992 - March 2008
Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Insurance, Asset Management, Portfolio Management, Retirement, Disability Insurance, IRAs
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Indiana University of Pennsylvania 1985 — 1988
Accounting, Business/ Economics
MetLife Premier Client Group of Georgia October 2012 - Present
New England Financial March 2008 - December 2014
AXA Advisors April 1992 - March 2008
Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Insurance, Asset Management, Portfolio Management, Retirement, Disability Insurance, IRAs
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Indiana University of Pennsylvania 1985 — 1988
Accounting, Business/ Economics
Jon Adkins Jon Adkins's AXA Advisors Experience January 2013 - July 2013
Job Main Street Wine Cellars
Industry Food & Beverages
Experience
Main Street Wine Cellars March 2015 - Present
PNC January 2014 - March 2015
MunchCity, LLC July 2013 - October 2013
AXA Advisors January 2013 - July 2013
Pier 1 Imports July 2012 - January 2013
Skills
Spanish-speaking, Mandarin, Intrapersonal Skills, Presentation Development, People Skills, Motivated self-starter, Entrepreneurship, Extrovert, Microsoft Office, Customer Service
Education
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.57
Main Street Wine Cellars March 2015 - Present
PNC January 2014 - March 2015
MunchCity, LLC July 2013 - October 2013
AXA Advisors January 2013 - July 2013
Pier 1 Imports July 2012 - January 2013
Skills
Spanish-speaking, Mandarin, Intrapersonal Skills, Presentation Development, People Skills, Motivated self-starter, Entrepreneurship, Extrovert, Microsoft Office, Customer Service
Education
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.57
Jason Swartz's AXA Advisors Experience June 2015 - August 2015
Job Student at High Point University
Industry
Experience
AXA Advisors June 2015 - August 2015
Jiffy Lube June 2014 - August 2014
JCC of Greater Washington May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
High Point University 2013 — 2017
AXA Advisors June 2015 - August 2015
Jiffy Lube June 2014 - August 2014
JCC of Greater Washington May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
High Point University 2013 — 2017
Yves Delpeche Yves Delpeche's AXA Advisors Experience December 2009 - May 2010
Job Technical Recruiter, IT Accel, Inc.
Industry Staffing and Recruiting
Experience
IT Accel, Inc. October 2011 - Present
United Staffing Systems May 2010 - August 2010
AXA Advisors December 2009 - May 2010
Skills
Microsoft Word,..., Project Managers, Web Developers, IT Executive Management, Programmers, Information Technology, PowerPoint, Microsoft Excel, Microsoft Word, Dreamweaver, Quality Assurance, Technical Recruiting, Talent Acquisition, Vendor Management, Recruiting, Sourcing, Account Management, Talent Management, Human Resources, Networking, Social Networking, Database Admin, Applicant Tracking..., Benefits Negotiation, Business Analysis, Interviews, CRM, Training, Internet Recruiting, Contract Recruitment, Management, Sales, Onboarding, Hiring, Temporary Placement, Screening, Staff Augmentation, Screening Resumes, Staffing Services, Executive Search, College Recruiting, Cold Calling, Temporary Staffing, Consulting, SDLC, IT Recruitment, Candidate Generation, Resume Writing, Job Fairs, Job Descriptions
Education
Pace University
Bachelor, Business Administration; Finance
Hudson Valley Community College
Associates, Business Administration
IT Accel, Inc. October 2011 - Present
United Staffing Systems May 2010 - August 2010
AXA Advisors December 2009 - May 2010
Skills
Microsoft Word,..., Project Managers, Web Developers, IT Executive Management, Programmers, Information Technology, PowerPoint, Microsoft Excel, Microsoft Word, Dreamweaver, Quality Assurance, Technical Recruiting, Talent Acquisition, Vendor Management, Recruiting, Sourcing, Account Management, Talent Management, Human Resources, Networking, Social Networking, Database Admin, Applicant Tracking..., Benefits Negotiation, Business Analysis, Interviews, CRM, Training, Internet Recruiting, Contract Recruitment, Management, Sales, Onboarding, Hiring, Temporary Placement, Screening, Staff Augmentation, Screening Resumes, Staffing Services, Executive Search, College Recruiting, Cold Calling, Temporary Staffing, Consulting, SDLC, IT Recruitment, Candidate Generation, Resume Writing, Job Fairs, Job Descriptions
Education
Pace University
Bachelor, Business Administration; Finance
Hudson Valley Community College
Associates, Business Administration
Carmen Trivisonno's AXA Advisors Experience October 2013 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
Nick Falk's AXA Advisors Experience December 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
RN FALK, LLC April 2008 - December 2011
Dockside Marine 2006 - 2007
Northwest Marine and Ski 2005 - 2006
Powerboats Northwest 2004 - 2005
Skills
Construction, Mechanics, Financial Services, Project Management
Education
Highline Community College 2001 — 2002
Mt. Rainier HS 1997 — 2001
AXA Advisors December 2011 - Present
RN FALK, LLC April 2008 - December 2011
Dockside Marine 2006 - 2007
Northwest Marine and Ski 2005 - 2006
Powerboats Northwest 2004 - 2005
Skills
Construction, Mechanics, Financial Services, Project Management
Education
Highline Community College 2001 — 2002
Mt. Rainier HS 1997 — 2001
Christopher W. Dolle Christopher W. Dolle's AXA Advisors Experience January 2009 - Present
Job Regional Executive Vice President
Industry Financial Services
Experience
AXA Advisors January 2009 - Present
AXA Advisors July 1988 - Present
Education
Hillsdale College 1978 — 1982
Bachelor's degree, Business Administration and Sociology
AXA Advisors January 2009 - Present
AXA Advisors July 1988 - Present
Education
Hillsdale College 1978 — 1982
Bachelor's degree, Business Administration and Sociology
Thomas S Arnold Thomas S Arnold's AXA Advisors Experience 2006 - 2007
Job Tactical Emergency Medical Technician
Industry Security and Investigations
Experience
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
Dan Abramson's AXA Advisors Experience May 2010 - August 2010
Job Advanced and Predictive Analytics Account Executive at SAS
Industry Information Technology and Services
Experience
SAS January 2015 - Present
SAP September 2013 - January 2015
Electro Wire Inc. May 2011 - August 2013
Sky Culture Clothing LLC. April 2010 - January 2012
Oasis Legal Finance May 2008 - January 2011
AXA Advisors May 2010 - August 2010
Skills
Enterprise Software, Sales, SaaS, Business Intelligence, Predictive Analytics, Management, New Business Development, Customer Service, Strategic Planning, Leadership, Negotiation, Market Research, Outlook, Photoshop, Teaching, HTML, SAP ERP, Enterprise Solution..., SAP CRM, Strategy, English, Windows, Research, Budgets, Public Speaking, Cloud Computing, Ariba, Marketing Strategy, Solution Selling, CRM, Salesforce.com, SAP, Sales Process, Professional Services, Account Management, Business Development, Social Media, ERP, Business Analysis, Strategic Partnerships, Project Management, Integration, Business Process, Lead Generation
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science in Public Affairs, Public Finance
SAS January 2015 - Present
SAP September 2013 - January 2015
Electro Wire Inc. May 2011 - August 2013
Sky Culture Clothing LLC. April 2010 - January 2012
Oasis Legal Finance May 2008 - January 2011
AXA Advisors May 2010 - August 2010
Skills
Enterprise Software, Sales, SaaS, Business Intelligence, Predictive Analytics, Management, New Business Development, Customer Service, Strategic Planning, Leadership, Negotiation, Market Research, Outlook, Photoshop, Teaching, HTML, SAP ERP, Enterprise Solution..., SAP CRM, Strategy, English, Windows, Research, Budgets, Public Speaking, Cloud Computing, Ariba, Marketing Strategy, Solution Selling, CRM, Salesforce.com, SAP, Sales Process, Professional Services, Account Management, Business Development, Social Media, ERP, Business Analysis, Strategic Partnerships, Project Management, Integration, Business Process, Lead Generation
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science in Public Affairs, Public Finance
Bryan Beachy's AXA Advisors Experience June 2014 - September 2014
Job Head Baseball Coach for the Indiana Eastlake Chargers
Industry Sports
Experience
Lark's Song inc. September 2014 - December 2014
AXA Advisors June 2014 - September 2014
National Adult Baseball Association June 2012 - July 2012
Skills
Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Salesforce.com
Education
Indiana Wesleyan University 2011 — 2015
Bachelor's Degree, Finance and Management, 3.48
Northwestern High School
Lark's Song inc. September 2014 - December 2014
AXA Advisors June 2014 - September 2014
National Adult Baseball Association June 2012 - July 2012
Skills
Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Salesforce.com
Education
Indiana Wesleyan University 2011 — 2015
Bachelor's Degree, Finance and Management, 3.48
Northwestern High School
Chuyi Zhu Chuyi Zhu's AXA Advisors Experience June 2013 - August 2013
Job Ph.D. Candidate at University of Michigan
Industry Music
Experience
AXA Advisors June 2013 - August 2013
Management Centre Europe August 2012 - December 2012
Bank of China May 2012 - July 2012
Skills
PowerPoint, Marketing, Research, Excel, Microsoft Excel, Social Media, Data Analysis, Piano, SAS programming, Composition, ethnomusicology research, Music Theory
Education
University of Michigan 2015 — 2020
Doctor of Philosophy (Ph.D.), Musicology and Ethnomusicology
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Double Major in Economics and Music
Vesalius College 2012 — 2013
Business Administration and Management
AXA Advisors June 2013 - August 2013
Management Centre Europe August 2012 - December 2012
Bank of China May 2012 - July 2012
Skills
PowerPoint, Marketing, Research, Excel, Microsoft Excel, Social Media, Data Analysis, Piano, SAS programming, Composition, ethnomusicology research, Music Theory
Education
University of Michigan 2015 — 2020
Doctor of Philosophy (Ph.D.), Musicology and Ethnomusicology
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Double Major in Economics and Music
Vesalius College 2012 — 2013
Business Administration and Management
Jaclyn Unger Jaclyn Unger's AXA Advisors Experience March 2012 - Present
Job Experienced Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
The Heartland Group August 2010 - March 2012
State Farm Insurance Agency May 2009 - February 2010
Skills
Strategic Financial..., Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement Planning
Education
Illinois State University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Small Business Management & Entrepreneurship
AXA Advisors March 2012 - Present
The Heartland Group August 2010 - March 2012
State Farm Insurance Agency May 2009 - February 2010
Skills
Strategic Financial..., Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement Planning
Education
Illinois State University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Small Business Management & Entrepreneurship
Brandon Sanchez's AXA Advisors Experience June 2009 - August 2009
Job Account Executive at SEOhaus LLC
Industry Financial Services
Experience
SEOhaus LLC June 2014 - Present
Geary LSF February 2014 - June 2014
The Divorce Help Clinic January 2010 - June 2014
Staples May 2012 - November 2012
Verizon Wireless June 2011 - May 2012
Sun Valley Golf Course March 2007 - December 2010
AXA Advisors June 2009 - August 2009
Skills
Sales, Customer Service, Microsoft Office, Time Management, Marketing, PowerPoint, Social Networking, Data Entry, Facebook, Teamwork, Outlook, Microsoft Word, Inventory Management, Management, Social Media Marketing, Microsoft Excel, Social Media, Access, Leadership, Strategic Planning, Critical Thinking
Education
Massey University 2015 — 2016
Master’s Degree, Master of Management Marketing
Sonoma State University 2011 — 2013
Bachelor of Science (BS), Business Administration, Marketing.
Grossmont College 2007 — 2010
SEOhaus LLC June 2014 - Present
Geary LSF February 2014 - June 2014
The Divorce Help Clinic January 2010 - June 2014
Staples May 2012 - November 2012
Verizon Wireless June 2011 - May 2012
Sun Valley Golf Course March 2007 - December 2010
AXA Advisors June 2009 - August 2009
Skills
Sales, Customer Service, Microsoft Office, Time Management, Marketing, PowerPoint, Social Networking, Data Entry, Facebook, Teamwork, Outlook, Microsoft Word, Inventory Management, Management, Social Media Marketing, Microsoft Excel, Social Media, Access, Leadership, Strategic Planning, Critical Thinking
Education
Massey University 2015 — 2016
Master’s Degree, Master of Management Marketing
Sonoma State University 2011 — 2013
Bachelor of Science (BS), Business Administration, Marketing.
Grossmont College 2007 — 2010
Alaina Pol Alaina Pol's AXA Advisors Experience October 2013 - April 2015
Job Executive Assistant to the COO
Industry Printing
Experience
BuildASign.com April 2015 - Present
Alaina's Attic September 2013 - Present
AXA Advisors October 2013 - April 2015
Youth With A Mission September 2005 - October 2013
Youth With A Mission September 2010 - April 2013
Youth With A Mission January 2009 - April 2013
Youth With A Mission 2005 - April 2013
Private Lessons September 2000 - April 2013
Youth With A Mission October 2009 - August 2010
Peoria Chiefs Community Baseball LLC January 2007 - September 2007
Skills
Creative..., Strategic Visionary, Team Management, Customer Service, Project Management, Event Management, Leadership Development, Teaching, Executive..., Discipleship, Community Outreach, Volunteer Training, Public Speaking, Word Processing, Pastoral Counseling, Typing, Accounts Payable, Accounts Receivable, Data Entry, Telephone Reception, General Account Problem..., Oral & Written...
Education
Kelsey Arabic Program 2008 — 2010
Certificate of Completion, The Arabic Language
University of the Nations 2005 — 2006
Certificate of Completion, Community Development, A+
Illinois Central College 2003 — 2005
Associate's degree, Speech Communications
BuildASign.com April 2015 - Present
Alaina's Attic September 2013 - Present
AXA Advisors October 2013 - April 2015
Youth With A Mission September 2005 - October 2013
Youth With A Mission September 2010 - April 2013
Youth With A Mission January 2009 - April 2013
Youth With A Mission 2005 - April 2013
Private Lessons September 2000 - April 2013
Youth With A Mission October 2009 - August 2010
Peoria Chiefs Community Baseball LLC January 2007 - September 2007
Skills
Creative..., Strategic Visionary, Team Management, Customer Service, Project Management, Event Management, Leadership Development, Teaching, Executive..., Discipleship, Community Outreach, Volunteer Training, Public Speaking, Word Processing, Pastoral Counseling, Typing, Accounts Payable, Accounts Receivable, Data Entry, Telephone Reception, General Account Problem..., Oral & Written...
Education
Kelsey Arabic Program 2008 — 2010
Certificate of Completion, The Arabic Language
University of the Nations 2005 — 2006
Certificate of Completion, Community Development, A+
Illinois Central College 2003 — 2005
Associate's degree, Speech Communications
Grace Yates Rieger Grace Yates Rieger's AXA Advisors Experience 1999 - 2001
Job Entrepreneur and Owner of GZ Consulting
Industry Management Consulting
Experience
GZ Consulting 2006 - Present
Curascript Infustion Pharmacy (CareContinuum) 2004 - 2005
Humana 2001 - 2004
AXA Advisors 1999 - 2001
Accordia of Louisville, 1995 - 1998
Wellpoint, Blue Cross and Blue Shield of Kentucky March 1985 - March 1995
Skills
Project Management, Team Building, Network Development, Training and Development, Contract Negotiations, Leadership, Business Development, Strategic Planning, Creative Problem Solving, Lean and Six Sigma, Market and Data Analysis, Operations Management, Product Development, Contract Development, Process Redesign, Project Planning, Process Improvement, Budgeting
Education
Indiana University-Southeast
Bachelor of Arts, Communications
Kaplan University
Certificate - Six Sigma Black Belt, Business Productivity
GZ Consulting 2006 - Present
Curascript Infustion Pharmacy (CareContinuum) 2004 - 2005
Humana 2001 - 2004
AXA Advisors 1999 - 2001
Accordia of Louisville, 1995 - 1998
Wellpoint, Blue Cross and Blue Shield of Kentucky March 1985 - March 1995
Skills
Project Management, Team Building, Network Development, Training and Development, Contract Negotiations, Leadership, Business Development, Strategic Planning, Creative Problem Solving, Lean and Six Sigma, Market and Data Analysis, Operations Management, Product Development, Contract Development, Process Redesign, Project Planning, Process Improvement, Budgeting
Education
Indiana University-Southeast
Bachelor of Arts, Communications
Kaplan University
Certificate - Six Sigma Black Belt, Business Productivity
Lancina Karambiri Lancina Karambiri's AXA Advisors Experience January 2010 - June 2010
Job Project Accountant
Industry Accounting
Experience
Counterpart International December 2011 - Present
Population Services International June 2010 - October 2011
AXA Advisors January 2010 - June 2010
WORLD HEALTH ORGANIZATION, June 2003 - December 2007
P.A.S.E., CANADIAN PROJECT AGAINST AIDS October 1993 - March 1996
Skills
Budgets, Program Management, International..., Analysis, Capacity Building, Accounts Payable, Auditing, Microsoft Excel, QuickBooks, Financial Accounting, Leadership, Management, Payroll, Spanish, Business Planning, Software Documentation, Invoicing, Procurement, Accounting, Nonprofits, Financial Analysis, Managerial Finance
Education
Indiana University of Pennsylvania 2007 — 2009
Masters, Public Administration
Indiana University of Pennsylvania 1998 — 2002
Bachelor, Accounting
Indiana University of Pennsylvania
Master; Bachelor of Science, Public Administration; Accounting
Counterpart International December 2011 - Present
Population Services International June 2010 - October 2011
AXA Advisors January 2010 - June 2010
WORLD HEALTH ORGANIZATION, June 2003 - December 2007
P.A.S.E., CANADIAN PROJECT AGAINST AIDS October 1993 - March 1996
Skills
Budgets, Program Management, International..., Analysis, Capacity Building, Accounts Payable, Auditing, Microsoft Excel, QuickBooks, Financial Accounting, Leadership, Management, Payroll, Spanish, Business Planning, Software Documentation, Invoicing, Procurement, Accounting, Nonprofits, Financial Analysis, Managerial Finance
Education
Indiana University of Pennsylvania 2007 — 2009
Masters, Public Administration
Indiana University of Pennsylvania 1998 — 2002
Bachelor, Accounting
Indiana University of Pennsylvania
Master; Bachelor of Science, Public Administration; Accounting
Thom Panos, CFP, ChFC,'s AXA Advisors Experience February 1996 - January 2001
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services May 2003 - Present
AXA Advisors February 1996 - January 2001
Skills
Small Business, Series 7, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Finance, Securities, Financial Advisory, Wealth, Portfolio Management, Estate Planning, Strategic Financial..., Equities, Disability Insurance, Insurance, Financial Planning
Education
Indiana State University - School of Business 1982 — 1987
BS, Accounting & Computer Science
Summer classes at Purdue, Notre Dame
Computer Science
Raymond James Financial Services May 2003 - Present
AXA Advisors February 1996 - January 2001
Skills
Small Business, Series 7, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Finance, Securities, Financial Advisory, Wealth, Portfolio Management, Estate Planning, Strategic Financial..., Equities, Disability Insurance, Insurance, Financial Planning
Education
Indiana State University - School of Business 1982 — 1987
BS, Accounting & Computer Science
Summer classes at Purdue, Notre Dame
Computer Science
Frank R. Jones III, LUTCF, CLU, ChFC, CASL, CLF Frank R. Jones III, LUTCF, CLU, ChFC, CASL, CLF's AXA Advisors Experience December 2014 - Present
Job Divisional VicePresident at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Prudential Financial February 2014 - November 2014
New York Life Insurance Company October 2011 - February 2014
New York Life Insurance Company July 2009 - October 2011
New York Life Insurance Company May 2005 - July 2009
New York Life Insurance Company May 1999 - May 2005
Prudential Insurance July 1992 - May 1999
Nansemond-Suffolk Academy August 1991 - June 1992
Westchester Academy August 1990 - August 1991
Skills
Wealth Management, Customer Service, Financial Planning, Investment Services, Financial Strategies, Insurance Planning, Long-Term Care Planning..., Estate Planning..., Retirement Planning..., Retirement Planning..., Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
The American College 2010 — 2011
Chartered Leadership Fellow (CLF), Leadership, Strategic Planning, Interpersonal Relationships
The American College 2005 — 2007
Chartered Advisor in Senior Living(CASL), Retirement planning and Long Term Care Planning
The American College 2001 — 2005
Chartered Financial Consultant (ChFC), Investments, Retirement Plans
The American College 1999 — 2001
Chartered Life Underwriter (CLU), Insurance
The American College and the National Association of Insurance and Financial Advisors 1994 — 1997
Life Underwriting Training Council Fellow (LUTCF)
Hampden-Sydney College 1986 — 1990
BA, American History
AXA Advisors December 2014 - Present
Prudential Financial February 2014 - November 2014
New York Life Insurance Company October 2011 - February 2014
New York Life Insurance Company July 2009 - October 2011
New York Life Insurance Company May 2005 - July 2009
New York Life Insurance Company May 1999 - May 2005
Prudential Insurance July 1992 - May 1999
Nansemond-Suffolk Academy August 1991 - June 1992
Westchester Academy August 1990 - August 1991
Skills
Wealth Management, Customer Service, Financial Planning, Investment Services, Financial Strategies, Insurance Planning, Long-Term Care Planning..., Estate Planning..., Retirement Planning..., Retirement Planning..., Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
The American College 2010 — 2011
Chartered Leadership Fellow (CLF), Leadership, Strategic Planning, Interpersonal Relationships
The American College 2005 — 2007
Chartered Advisor in Senior Living(CASL), Retirement planning and Long Term Care Planning
The American College 2001 — 2005
Chartered Financial Consultant (ChFC), Investments, Retirement Plans
The American College 1999 — 2001
Chartered Life Underwriter (CLU), Insurance
The American College and the National Association of Insurance and Financial Advisors 1994 — 1997
Life Underwriting Training Council Fellow (LUTCF)
Hampden-Sydney College 1986 — 1990
BA, American History
Manolo Teijelo's AXA Advisors Experience November 2012 - Present
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
Heather Eng Heather Eng's AXA Advisors Experience June 2008 - August 2008
Job Liquidity Product Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase October 2013 - March 2015
JPMorgan Chase June 2011 - October 2013
JPMorgan Chase June 2010 - May 2011
AXA Advisors June 2008 - August 2008
Skills
Outlook, Microsoft Excel, Training, Credit, Loans, PowerPoint, Microsoft Word, Time Management, Customer Service, Mortgage Lending, Credit Analysis, Residential Mortgages, Mortgage Banking, Finance, Loan Origination, Analysis
Education
Hofstra University 2006 — 2009
Bachelor of Business Administration, Finance
SUNY College at 2004 — 2005
Bachelor of Science, Economic
J.P. Morgan April 2015 - Present
JPMorgan Chase October 2013 - March 2015
JPMorgan Chase June 2011 - October 2013
JPMorgan Chase June 2010 - May 2011
AXA Advisors June 2008 - August 2008
Skills
Outlook, Microsoft Excel, Training, Credit, Loans, PowerPoint, Microsoft Word, Time Management, Customer Service, Mortgage Lending, Credit Analysis, Residential Mortgages, Mortgage Banking, Finance, Loan Origination, Analysis
Education
Hofstra University 2006 — 2009
Bachelor of Business Administration, Finance
SUNY College at 2004 — 2005
Bachelor of Science, Economic
Alpha M. Dixon,Jr.-310-788-3805's AXA Advisors Experience January 1988 - October 2010
Job Financial Consultant
Industry Financial Services
Experience
Coastal Financial Partners Group November 2010 - Present
AXA Advisors January 1988 - October 2010
Education
Indiana University Bloomington 1978 — 1982
B.A., Business / Political Science
Coastal Financial Partners Group November 2010 - Present
AXA Advisors January 1988 - October 2010
Education
Indiana University Bloomington 1978 — 1982
B.A., Business / Political Science
Amanda Florea Amanda Florea's AXA Advisors Experience September 2005 - November 2013
Job Controls Manager at MetLife
Industry Financial Services
Experience
MetLife May 2015 - Present
MetLife Premier Client Group - Firstrust Financial Resources November 2013 - April 2015
AXA Advisors September 2005 - November 2013
Paramount Acceptance October 2002 - September 2005
Education
University of Utah - David Eccles School of Business 2003 — 2005
B.S., Marketing and Management, 3.9 GPA, Magna cum Laude
Hope International University 1999 — 2001
Associate of Arts (A.A.), Inter-Cultural Studies
MetLife May 2015 - Present
MetLife Premier Client Group - Firstrust Financial Resources November 2013 - April 2015
AXA Advisors September 2005 - November 2013
Paramount Acceptance October 2002 - September 2005
Education
University of Utah - David Eccles School of Business 2003 — 2005
B.S., Marketing and Management, 3.9 GPA, Magna cum Laude
Hope International University 1999 — 2001
Associate of Arts (A.A.), Inter-Cultural Studies
Michele Lou Michele Lou's AXA Advisors Experience August 2006 - May 2009
Job Internal Sales Consultant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset Management April 2014 - Present
Cetera Financial Group July 2010 - March 2014
Benjamin & Birkenstein, P.C. May 2008 - July 2010
AXA Advisors August 2006 - May 2009
Skills
Series 7, Series 66, Series 24, Life & Health Insurance..., Securities, Investment Advisory..., Asset Allocation, Finance, Insurance, Investments, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management
Education
Illinois State University 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology & Business Administration
Deutsche Asset Management April 2014 - Present
Cetera Financial Group July 2010 - March 2014
Benjamin & Birkenstein, P.C. May 2008 - July 2010
AXA Advisors August 2006 - May 2009
Skills
Series 7, Series 66, Series 24, Life & Health Insurance..., Securities, Investment Advisory..., Asset Allocation, Finance, Insurance, Investments, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management
Education
Illinois State University 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology & Business Administration
Chris Colling Chris Colling's AXA Advisors Experience August 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Sebs Feed & Supply 2010 - 2013
Doug Andrus Distributing December 2004 - December 2009
Education
Idaho State University 1997 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
AXA Advisors August 2013 - Present
Sebs Feed & Supply 2010 - 2013
Doug Andrus Distributing December 2004 - December 2009
Education
Idaho State University 1997 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christina Carpenter's AXA Advisors Experience May 2014 - July 2014
Job BBA Candidate, Finance
Industry Financial Services
Experience
Wells Fargo June 2015 - August 2015
The George Washington University Language Center September 2014 - May 2015
The GW Hatchet January 2014 - May 2015
AXA Advisors May 2014 - July 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Research, Spanish, Social Media, Event Planning, Customer Service, Photoshop, Event Management, Microsoft Office, Microsoft Word, Leadership
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Harvard Business School 2015 — 2015
Academia Maria Reina - San Juan, PR 2008 — 2012
High School
Wells Fargo June 2015 - August 2015
The George Washington University Language Center September 2014 - May 2015
The GW Hatchet January 2014 - May 2015
AXA Advisors May 2014 - July 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Research, Spanish, Social Media, Event Planning, Customer Service, Photoshop, Event Management, Microsoft Office, Microsoft Word, Leadership
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Harvard Business School 2015 — 2015
Academia Maria Reina - San Juan, PR 2008 — 2012
High School
David H. Macer David H. Macer's AXA Advisors Experience November 2008 - December 2009
Job Associate Agent
Industry Financial Services
Experience
Necaise Insurance & Financial Services, a Nationwide Agency January 2014 - Present
Rabon Insurance Agency, a Nationwide Agency June 2012 - December 2013
Thompson Financial Group August 2011 - June 2012
The Georgia Group December 2009 - August 2011
AXA Advisors November 2008 - December 2009
The Great Frame Up April 2004 - February 2009
Seagull Floors August 1999 - November 2003
Skills
Wealth, Securities, Disability Insurance, Annuities, Long Term Care, Investments, Insurance, Portfolio Management, Health Insurance, Wealth Accumulation, Insurance Planning, Fixed Annuities, Financial Planners, Long-term Care, Series 7, Life Insurance, Strategic Financial..., Small Business, Financial Services, Retirement
Education
Northern Illinois University 1982 — 1987
MBA, Finance
Indiana University Bloomington 1974 — 1978
BS, Business/Accounting
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
Necaise Insurance & Financial Services, a Nationwide Agency January 2014 - Present
Rabon Insurance Agency, a Nationwide Agency June 2012 - December 2013
Thompson Financial Group August 2011 - June 2012
The Georgia Group December 2009 - August 2011
AXA Advisors November 2008 - December 2009
The Great Frame Up April 2004 - February 2009
Seagull Floors August 1999 - November 2003
Skills
Wealth, Securities, Disability Insurance, Annuities, Long Term Care, Investments, Insurance, Portfolio Management, Health Insurance, Wealth Accumulation, Insurance Planning, Fixed Annuities, Financial Planners, Long-term Care, Series 7, Life Insurance, Strategic Financial..., Small Business, Financial Services, Retirement
Education
Northern Illinois University 1982 — 1987
MBA, Finance
Indiana University Bloomington 1974 — 1978
BS, Business/Accounting
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
Janet Bartoli's AXA Advisors Experience May 1999 - September 2002
Job Executive at Accenture Interactive
Industry Internet
Experience
Accenture May 2012 - Present
LexisNexis July 2010 - March 2012
LexisNexis May 2008 - July 2010
Zeta Interactive (Formerly Known As DigitalGrit) July 2006 - April 2008
Net1-Solutions October 2002 - July 2006
AXA Advisors May 1999 - September 2002
Morgan Stanley Smith Barney January 1998 - April 1999
Skills
SEO, SEM, Digital Marketing, Web Analytics, Google Analytics, E-commerce, Online Advertising, SMO, PPC, Web Marketing, Landing Page..., Strategy, Omniture, Online Marketing, Conversion Optimization, Social Media, Analytics, Google Adwords, Lead Generation, Social Media Marketing, Mobile Marketing, Information Architecture, Web Project Management, Marketing Strategy, Digital Strategy, Integrated Marketing, Marketing, Strategic Partnerships, Mobile Applications, User Experience, Web 2.0, Interactive Marketing, B2B Marketing, Content Management, Web Content Management, Organic Search, Search Advertising, Digital Media, Content Strategy, Problem Solving, Entrepreneurship, SaaS, Product Development, New Business Development, Start-ups
Education
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Accenture May 2012 - Present
LexisNexis July 2010 - March 2012
LexisNexis May 2008 - July 2010
Zeta Interactive (Formerly Known As DigitalGrit) July 2006 - April 2008
Net1-Solutions October 2002 - July 2006
AXA Advisors May 1999 - September 2002
Morgan Stanley Smith Barney January 1998 - April 1999
Skills
SEO, SEM, Digital Marketing, Web Analytics, Google Analytics, E-commerce, Online Advertising, SMO, PPC, Web Marketing, Landing Page..., Strategy, Omniture, Online Marketing, Conversion Optimization, Social Media, Analytics, Google Adwords, Lead Generation, Social Media Marketing, Mobile Marketing, Information Architecture, Web Project Management, Marketing Strategy, Digital Strategy, Integrated Marketing, Marketing, Strategic Partnerships, Mobile Applications, User Experience, Web 2.0, Interactive Marketing, B2B Marketing, Content Management, Web Content Management, Organic Search, Search Advertising, Digital Media, Content Strategy, Problem Solving, Entrepreneurship, SaaS, Product Development, New Business Development, Start-ups
Education
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Mark Harrington Mark Harrington's AXA Advisors Experience December 2010 - January 2012
Job Electrical Engineering Technician at GE
Industry Nanotechnology
Experience
GE July 2013 - Present
AXA Advisors December 2010 - January 2012
Glens Falls National Bank January 2007 - August 2010
Sigma Tau Gamma Fraternity 2001 - 2004
Skills
Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Excel, Word
Education
Hudson Valley Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Electrical and Electronics Engineering
Plattsburgh State University 2000 — 2004
Bachelors, Mathematics; Science
hfny
GE July 2013 - Present
AXA Advisors December 2010 - January 2012
Glens Falls National Bank January 2007 - August 2010
Sigma Tau Gamma Fraternity 2001 - 2004
Skills
Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Excel, Word
Education
Hudson Valley Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Electrical and Electronics Engineering
Plattsburgh State University 2000 — 2004
Bachelors, Mathematics; Science
hfny
Frank Myer Frank Myer's AXA Advisors Experience January 1989 - May 2004
Job Long Term Financial Planning Specialist North Texas
Industry Financial Services
Experience
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Philip Munning Philip Munning's AXA Advisors Experience January 2006 - April 2007
Job Internal Insurance Specialist at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch June 2012 - Present
Bank of America/Merrill Lynch June 2007 - July 2012
Merrill Lynch February 2008 - July 2009
AXA Advisors January 2006 - April 2007
Skills
Investments, Finance, Insurance, Retirement, Equities
Education
Holy Family University
Management/Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Administration/Finance
Bank of America/Merrill Lynch June 2012 - Present
Bank of America/Merrill Lynch June 2007 - July 2012
Merrill Lynch February 2008 - July 2009
AXA Advisors January 2006 - April 2007
Skills
Investments, Finance, Insurance, Retirement, Equities
Education
Holy Family University
Management/Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Administration/Finance
Michael Sabatini Michael Sabatini's AXA Advisors Experience January 2015 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Power Home Remodeling Group June 2014 - July 2014
Northwestern Mutual May 2013 - January 2014
ISU Telefund Center February 2013 - May 2013
Schaumburg Park District April 2008 - August 2010
Skills
Strategic Planning, Insurance, Financial Analysis, Retirement Planning, Customer Service, Investments, Microsoft Excel
Education
Illinois State University 2010 — 2014
Bachelor's of Science (BS), Finance, General
AXA Advisors January 2015 - Present
Power Home Remodeling Group June 2014 - July 2014
Northwestern Mutual May 2013 - January 2014
ISU Telefund Center February 2013 - May 2013
Schaumburg Park District April 2008 - August 2010
Skills
Strategic Planning, Insurance, Financial Analysis, Retirement Planning, Customer Service, Investments, Microsoft Excel
Education
Illinois State University 2010 — 2014
Bachelor's of Science (BS), Finance, General
Shail S. Choksi, MBA,CCBA Shail S. Choksi, MBA,CCBA's AXA Advisors Experience January 2009 - December 2009
Job Business Data Manager, Management Consultant and Data Science
Industry Information Technology and Services
Experience
Gray Matter Analytics September 2013 - Present
KPMG LLC. May 2012 - August 2013
Department of Information Technology and Telecommunications December 2011 - May 2012
AIG July 2011 - December 2011
New York City The Department of Consumer Affairs April 2011 - June 2011
New York Institute of Technology December 2009 - March 2011
AXA Advisors January 2009 - December 2009
Gujarat State Handicraft Development Corporation May 2007 - August 2008
Skills
Business Analysis, Visio, Microsoft Excel, Financial Analysis, SQL, SharePoint, Requirements Analysis, Analysis, Requirements Gathering, Testing, PowerPoint, Business Process, Software Documentation, SPSS, Business Requirements, Vendor Management, Management, Business Intelligence, Managerial Finance, Access, Databases, SDLC, Financial Management, Data Analysis, Quality Assurance, Agile Methodologies, User Acceptance Testing, Change Management, Leadership, Integration, Software Quality..., Quantitative Research, Excel, Healthcare, Predictive Analytics, Big Data, Master Data Management, Risk Analytics, 360 Degree Assessment, Proposal Writing, Strategy, Agile Project Management, Scrum, Process Improvement, Business Process..., Systems Analysis, Analytics, Data Governance, Data Quality Assurance, Data Quality
Education
New York Institute of Technology 2008 — 2010
Master of Business Administration (MBA), Business Administration; Finance, 3.70/4.00
Gujarat University 2004 — 2007
Bachelor of Commerce, Accountancy, 70%/100%
Gray Matter Analytics September 2013 - Present
KPMG LLC. May 2012 - August 2013
Department of Information Technology and Telecommunications December 2011 - May 2012
AIG July 2011 - December 2011
New York City The Department of Consumer Affairs April 2011 - June 2011
New York Institute of Technology December 2009 - March 2011
AXA Advisors January 2009 - December 2009
Gujarat State Handicraft Development Corporation May 2007 - August 2008
Skills
Business Analysis, Visio, Microsoft Excel, Financial Analysis, SQL, SharePoint, Requirements Analysis, Analysis, Requirements Gathering, Testing, PowerPoint, Business Process, Software Documentation, SPSS, Business Requirements, Vendor Management, Management, Business Intelligence, Managerial Finance, Access, Databases, SDLC, Financial Management, Data Analysis, Quality Assurance, Agile Methodologies, User Acceptance Testing, Change Management, Leadership, Integration, Software Quality..., Quantitative Research, Excel, Healthcare, Predictive Analytics, Big Data, Master Data Management, Risk Analytics, 360 Degree Assessment, Proposal Writing, Strategy, Agile Project Management, Scrum, Process Improvement, Business Process..., Systems Analysis, Analytics, Data Governance, Data Quality Assurance, Data Quality
Education
New York Institute of Technology 2008 — 2010
Master of Business Administration (MBA), Business Administration; Finance, 3.70/4.00
Gujarat University 2004 — 2007
Bachelor of Commerce, Accountancy, 70%/100%
Wolfgang Hilse Wolfgang Hilse's AXA Advisors Experience March 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Starbucks April 2009 - March 2014
Starbucks May 2008 - April 2009
Starbucks September 2006 - May 2008
Caribou Coffee June 2002 - August 2004
Easter Lutheran Church June 2003 - August 2003
Skills
Financial Services, Customer Service, Retirement Savings, Life Insurance, Savings, Personal Budgeting, Investing, College Savings Plans, Disability Insurance, Long Term Care Insurance, Wealth Accumulation, Wealth Management, Annuities, Income Distribution, Retirement Spending, Estate Services, Elder Care, Social Services, Term Life Insurance, Variable Life, Universal Life, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 7, Series 66, Financial Analysis, Small Business, Business Analysis, Key Person Insurance, Buy/Sell Funding, Group Insurance, Individual Insurance, Problem Solving, Practice Management, Relationship Management, Community Engagement, Networking
Education
Hamline University 2004 — 2007
Bachelor of Arts (BA), Global Studies
Inver Hills Community College 2002 — 2004
Pacific Lutheran University 2001 — 2002
Eagan High School 1997 — 2001
AXA Advisors March 2014 - Present
Starbucks April 2009 - March 2014
Starbucks May 2008 - April 2009
Starbucks September 2006 - May 2008
Caribou Coffee June 2002 - August 2004
Easter Lutheran Church June 2003 - August 2003
Skills
Financial Services, Customer Service, Retirement Savings, Life Insurance, Savings, Personal Budgeting, Investing, College Savings Plans, Disability Insurance, Long Term Care Insurance, Wealth Accumulation, Wealth Management, Annuities, Income Distribution, Retirement Spending, Estate Services, Elder Care, Social Services, Term Life Insurance, Variable Life, Universal Life, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 7, Series 66, Financial Analysis, Small Business, Business Analysis, Key Person Insurance, Buy/Sell Funding, Group Insurance, Individual Insurance, Problem Solving, Practice Management, Relationship Management, Community Engagement, Networking
Education
Hamline University 2004 — 2007
Bachelor of Arts (BA), Global Studies
Inver Hills Community College 2002 — 2004
Pacific Lutheran University 2001 — 2002
Eagan High School 1997 — 2001
Paul G. Coluccio CFP® Paul G. Coluccio CFP®'s AXA Advisors Experience December 2003 - January 2011
Job CERTIFIED FINANCIAL PLANNER™ Rosemont Financial Group
Industry Financial Services
Experience
Rosemont Financial Group February 2011 - Present
AXA Advisors December 2003 - January 2011
Education
Siena College 1988 — 1991
Bachelor's degree, Marketing / Manangement
Hudson Valley Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Mathematics and Science
Rosemont Financial Group February 2011 - Present
AXA Advisors December 2003 - January 2011
Education
Siena College 1988 — 1991
Bachelor's degree, Marketing / Manangement
Hudson Valley Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Mathematics and Science
Lauren Gripp Lauren Gripp's AXA Advisors Experience June 2012 - August 2012
Job Director of Operations at Io Saró LLC
Industry Apparel & Fashion
Experience
Delmar Sailing June 2014 - Present
Freelance June 2014 - Present
Delmar Sailing June 2014 - Present
Freelance January 2008 - Present
Io Saró, LLC August 2012 - June 2014
Edward E. Gripp Landscape Architect January 2009 - June 2014
LuLu's Waikiki October 2011 - November 2013
AXA Advisors June 2012 - August 2012
Events Services SD October 2010 - July 2011
So-Cal Sk8 & Surf February 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Event Planning, Research, Teamwork, Windows, QuickBooks, Strategic Planning, Creative Writing, Creativity, Creative Strategy, Creative Problem Solving, Writing, Leadership, Social Networking, Team Leadership, Entrepreneurship, Budgets, Google Docs, Higher Education, Accounts Payable, Brand Development, Payroll, Sales, Team Building, Marketing Strategy, Public Relations, Strategy, Marketing Communications, Online Marketing, Market Research, Time Management, Project Planning, Business Planning, Marketing, Facebook, CRM, Management, Operations Management, Social Media Marketing
Education
Hawaii Pacific University 2011 — 2013
Bachelor of Science (BS), International Business
Palomar College 2007 — 2011
Delmar Sailing June 2014 - Present
Freelance June 2014 - Present
Delmar Sailing June 2014 - Present
Freelance January 2008 - Present
Io Saró, LLC August 2012 - June 2014
Edward E. Gripp Landscape Architect January 2009 - June 2014
LuLu's Waikiki October 2011 - November 2013
AXA Advisors June 2012 - August 2012
Events Services SD October 2010 - July 2011
So-Cal Sk8 & Surf February 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Event Planning, Research, Teamwork, Windows, QuickBooks, Strategic Planning, Creative Writing, Creativity, Creative Strategy, Creative Problem Solving, Writing, Leadership, Social Networking, Team Leadership, Entrepreneurship, Budgets, Google Docs, Higher Education, Accounts Payable, Brand Development, Payroll, Sales, Team Building, Marketing Strategy, Public Relations, Strategy, Marketing Communications, Online Marketing, Market Research, Time Management, Project Planning, Business Planning, Marketing, Facebook, CRM, Management, Operations Management, Social Media Marketing
Education
Hawaii Pacific University 2011 — 2013
Bachelor of Science (BS), International Business
Palomar College 2007 — 2011
DeAnna Michele Savareses DeAnna Michele Savareses's AXA Advisors Experience September 2008 - June 2013
Job Financial Representative for Fidelity investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
AXA Advisors September 2008 - June 2013
AXA Advisors March 2007 - June 2008
Travelers Rest of Westchester June 2003 - December 2007
Skills
Series 7, Retirement Planning, Series 66, Life, Accident, and..., Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Mutual Funds, Bonds, Health Insurance, Affordable Care Act, Sales, Asset Management, Asset Allocation, Budgets
Education
Hofstra University 2004 — 2008
BA, Finance
Fidelity Investments August 2013 - Present
AXA Advisors September 2008 - June 2013
AXA Advisors March 2007 - June 2008
Travelers Rest of Westchester June 2003 - December 2007
Skills
Series 7, Retirement Planning, Series 66, Life, Accident, and..., Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Mutual Funds, Bonds, Health Insurance, Affordable Care Act, Sales, Asset Management, Asset Allocation, Budgets
Education
Hofstra University 2004 — 2008
BA, Finance
Terrance Lovelady's AXA Advisors Experience October 2008 - June 2009
Job Associate Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2012 - Present
PNC Wealth Management August 2011 - Present
Knocking Off Wall Street, Inc. June 2008 - July 2012
JPMorgan Chase December 2009 - August 2011
AXA Advisors October 2008 - June 2009
Bridgeway Capital Management, Inc June 2008 - August 2008
Goldman, Sachs & Co. June 2007 - August 2007
Skills
Series 7, Bloomberg Terminal, Series 63, Microsoft Excel, Sales, Microsoft Word, Non-profits, Equities, Bloomberg, Investments, Fixed Income, Asset Allocation, series 66, Finance
Education
Hampton University 2004 — 2008
BS, Finance
PNC Wealth Management October 2012 - Present
PNC Wealth Management August 2011 - Present
Knocking Off Wall Street, Inc. June 2008 - July 2012
JPMorgan Chase December 2009 - August 2011
AXA Advisors October 2008 - June 2009
Bridgeway Capital Management, Inc June 2008 - August 2008
Goldman, Sachs & Co. June 2007 - August 2007
Skills
Series 7, Bloomberg Terminal, Series 63, Microsoft Excel, Sales, Microsoft Word, Non-profits, Equities, Bloomberg, Investments, Fixed Income, Asset Allocation, series 66, Finance
Education
Hampton University 2004 — 2008
BS, Finance
Damon Bates, MBA's AXA Advisors Experience 1998 - 2002
Job Investment Officer / Financial Advisor
Industry Financial Services
Experience
Wilson Bank & Trust May 2015 - Present
S&P Dow Jones Indices November 2013 - April 2015
Invacare 2008 - 2013
Wachovia Securities 2006 - 2008
General Electric 2004 - 2006
Smith Barney 2002 - 2004
AXA Advisors 1998 - 2002
Skills
New Business Development, Sales Management, Sales, Strategy, Sales Force Development, Leadership, Strategic Planning, Cold Calling, Financial Analysis, Relationship Management, Product Launch, Medical Devices, Management, Marketing, Market Research, Negotiation, Healthcare, B2B, Market Development, Direct Sales, Contract Negotiation, Team Building, Selling, Competitive Analysis, Account Management, Business Strategy, Capital Equipment, Cross-functional Team..., Business Development, Cardiology, Forecasting, Sales Process, Sales Presentations, Key Account Management, Durable Medical..., Operating Room, Marketing Strategy, Pharmaceutical Sales, Managed Care, Strategic Financial..., Medical Sales
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Executive Program
Indiana University-Southeast 1994 — 1997
BS, Secondary Education - History/Psychology
Indiana University Bloomington 1993 — 1994
Business/Commerce, General
Wilson Bank & Trust May 2015 - Present
S&P Dow Jones Indices November 2013 - April 2015
Invacare 2008 - 2013
Wachovia Securities 2006 - 2008
General Electric 2004 - 2006
Smith Barney 2002 - 2004
AXA Advisors 1998 - 2002
Skills
New Business Development, Sales Management, Sales, Strategy, Sales Force Development, Leadership, Strategic Planning, Cold Calling, Financial Analysis, Relationship Management, Product Launch, Medical Devices, Management, Marketing, Market Research, Negotiation, Healthcare, B2B, Market Development, Direct Sales, Contract Negotiation, Team Building, Selling, Competitive Analysis, Account Management, Business Strategy, Capital Equipment, Cross-functional Team..., Business Development, Cardiology, Forecasting, Sales Process, Sales Presentations, Key Account Management, Durable Medical..., Operating Room, Marketing Strategy, Pharmaceutical Sales, Managed Care, Strategic Financial..., Medical Sales
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Executive Program
Indiana University-Southeast 1994 — 1997
BS, Secondary Education - History/Psychology
Indiana University Bloomington 1993 — 1994
Business/Commerce, General
Kinnery Mehta Kinnery Mehta's AXA Advisors Experience June 2008 - August 2008
Job Energy Analyst at NuEnergen
Industry Financial Services
Experience
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
Dylan Dluhos Dylan Dluhos's AXA Advisors Experience April 2011 - September 2014
Job Financial Consultant
Industry Financial Services
Experience
PNC September 2014 - Present
AXA Advisors April 2011 - September 2014
PJ Lewis Group, Inc. November 2010 - April 2011
La Casa Narcisi Winery May 2006 - December 2010
Vector Marketing May 2006 - May 2008
Education
Indiana University of Pennsylvania 2004 — 2008
BS, Finance, Economics
PNC September 2014 - Present
AXA Advisors April 2011 - September 2014
PJ Lewis Group, Inc. November 2010 - April 2011
La Casa Narcisi Winery May 2006 - December 2010
Vector Marketing May 2006 - May 2008
Education
Indiana University of Pennsylvania 2004 — 2008
BS, Finance, Economics
Christopher Leu's AXA Advisors Experience February 2008 - June 2009
Job Project Engineer
Industry Medical Devices
Experience
Stryker Communications March 2013 - Present
Stryker Communications July 2009 - March 2013
AXA Advisors February 2008 - June 2009
Education
Roosevelt University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.77
Illinois State University 2003 — 2007
BS, Finance
Stryker Communications March 2013 - Present
Stryker Communications July 2009 - March 2013
AXA Advisors February 2008 - June 2009
Education
Roosevelt University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.77
Illinois State University 2003 — 2007
BS, Finance
John Fuehne John Fuehne's AXA Advisors Experience March 2012 - November 2012
Job Management Consultant at ARAMARK
Industry Facilities Services
Experience
Self Employed Consultant (Management) December 2012 - Present
AXA Advisors March 2012 - November 2012
ARAMARK CORPORATION LLC January 2001 - June 2011
ServiceMaster January 1988 - January 2002
SERVICEMASTER Mid-America Company January 1980 - January 1988
Skills
Business Analysis, Functional..., Process Improvement, Attention To Detail, Quality Assurance, Project Coordination, People Skills, Training Skills, Service Excellence, Excel, Microsoft Word, PowerPoint, Servant Leadership, Microsoft Excel, Business Process..., Training, Project Management, Service Quality, Customer Retention, Inventory Management, Team Building, Management, Strategic Planning, Coaching, Facilities Management, Budgets, Leadership, Operations Management, Project Planning, New Business Development, Program Management, Staff Development, Change Management, Customer Service, Sales Operations, Income Statement, Contract Negotiation, Sales, Team Leadership, Leadership Development, CRM, Forecasting, Performance Management, Strategy, Human Resources, Healthcare, Customer Satisfaction, Start-ups, Organizational..., Sales Process
Education
Illinois State University 1970 — 1973
BS, Psychology
Illinois Benedictine University & Illinois State University 1968 — 1973
Bachelor of Science, Psychology
Illinois State University
BS, Psychology
Self Employed Consultant (Management) December 2012 - Present
AXA Advisors March 2012 - November 2012
ARAMARK CORPORATION LLC January 2001 - June 2011
ServiceMaster January 1988 - January 2002
SERVICEMASTER Mid-America Company January 1980 - January 1988
Skills
Business Analysis, Functional..., Process Improvement, Attention To Detail, Quality Assurance, Project Coordination, People Skills, Training Skills, Service Excellence, Excel, Microsoft Word, PowerPoint, Servant Leadership, Microsoft Excel, Business Process..., Training, Project Management, Service Quality, Customer Retention, Inventory Management, Team Building, Management, Strategic Planning, Coaching, Facilities Management, Budgets, Leadership, Operations Management, Project Planning, New Business Development, Program Management, Staff Development, Change Management, Customer Service, Sales Operations, Income Statement, Contract Negotiation, Sales, Team Leadership, Leadership Development, CRM, Forecasting, Performance Management, Strategy, Human Resources, Healthcare, Customer Satisfaction, Start-ups, Organizational..., Sales Process
Education
Illinois State University 1970 — 1973
BS, Psychology
Illinois Benedictine University & Illinois State University 1968 — 1973
Bachelor of Science, Psychology
Illinois State University
BS, Psychology
Toya Simmons Toya Simmons's AXA Advisors Experience August 2001 - November 2003
Job Founder/Executive Director at Enterprising Kids, Inc
Industry Nonprofit Organization Management
Experience
Enterprising Kids, Inc July 2006 - Present
Mass Mutual July 2004 - March 2006
MetLife November 2003 - July 2004
AXA Advisors August 2001 - November 2003
The Travel Video Cyberstore January 1997 - February 2003
Peace Corps February 1994 - May 1996
Skills
Non-profits, Cause Marketing, Social Entrepreneurship, Entrepreneurship, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Marketing
Howard University 1984 — 1989
BSCE, Civil Engineerting
Kenwood Academy
Enterprising Kids, Inc July 2006 - Present
Mass Mutual July 2004 - March 2006
MetLife November 2003 - July 2004
AXA Advisors August 2001 - November 2003
The Travel Video Cyberstore January 1997 - February 2003
Peace Corps February 1994 - May 1996
Skills
Non-profits, Cause Marketing, Social Entrepreneurship, Entrepreneurship, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Marketing
Howard University 1984 — 1989
BSCE, Civil Engineerting
Kenwood Academy
Chris Hornacek's AXA Advisors Experience May 2012 - Present
Job Big Box Leasing/Development Intern at General Growth Properties
Industry Higher Education
Experience
General Growth Properties June 2013 - Present
AXA Advisors May 2012 - Present
Indiana University August 2010 - Present
Glen Ellyn School District 41 May 2011 - August 2011
Breckenridge Estates Bath and Tennis May 2008 - August 2010
Education
Indiana University - Kelley School of Business 2010 — 2014
Accounting, Finance
General Growth Properties June 2013 - Present
AXA Advisors May 2012 - Present
Indiana University August 2010 - Present
Glen Ellyn School District 41 May 2011 - August 2011
Breckenridge Estates Bath and Tennis May 2008 - August 2010
Education
Indiana University - Kelley School of Business 2010 — 2014
Accounting, Finance
Taylor Fraleigh's AXA Advisors Experience June 2010 - August 2010
Job Commercial Banking Officer at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank June 2013 - Present
MB Financial Bank May 2011 - June 2013
AXA Advisors June 2010 - August 2010
LaGrange Country Club June 2006 - September 2009
Western Springs Town Hall January 2005 - August 2007
Skills
Leadership, Finance, Portfolio Management, Credit, Credit Analysis, Time Management, Microsoft Excel, Real Estate, Underwriting, Networking, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Data Analysis, Account Management, Strategic Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Universitat de Barcelona 2010 — 2010
Business; International Finance
MB Financial Bank June 2013 - Present
MB Financial Bank May 2011 - June 2013
AXA Advisors June 2010 - August 2010
LaGrange Country Club June 2006 - September 2009
Western Springs Town Hall January 2005 - August 2007
Skills
Leadership, Finance, Portfolio Management, Credit, Credit Analysis, Time Management, Microsoft Excel, Real Estate, Underwriting, Networking, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Data Analysis, Account Management, Strategic Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Universitat de Barcelona 2010 — 2010
Business; International Finance
Maria Lucibello Maria Lucibello's AXA Advisors Experience October 2008 - October 2009
Job Junior Accountant
Industry Accounting
Experience
Lucibello Electric Co., Inc. September 2007 - Present
Oscar Blandi Salon June 2012 - September 2012
Stein Rogan + Partners December 2010 - June 2011
AXA Advisors October 2008 - October 2009
MSalon & Spa September 2003 - August 2006
Education
Aveda Institute-New York 2011 — 2012
Cosmetology, Cosmetology/Cosmetologist, General
Hofstra University 2006 — 2010
BBA, Accounting
Lucibello Electric Co., Inc. September 2007 - Present
Oscar Blandi Salon June 2012 - September 2012
Stein Rogan + Partners December 2010 - June 2011
AXA Advisors October 2008 - October 2009
MSalon & Spa September 2003 - August 2006
Education
Aveda Institute-New York 2011 — 2012
Cosmetology, Cosmetology/Cosmetologist, General
Hofstra University 2006 — 2010
BBA, Accounting
Julian DiDonato Julian DiDonato's AXA Advisors Experience January 2008 - October 2008
Job Experienced Leader & Analyst, Finance, Technology & Business Strategy
Industry Financial Services
Experience
TravelClick May 2014 - Present
Broadridge Financial Solutions June 2013 - May 2014
Broadridge Financial Solutions December 2012 - June 2013
Broadridge Financial Solutions December 2010 - December 2012
Broadridge Financial Solutions June 2010 - December 2010
Broadridge Financial Solutions October 2008 - June 2010
AXA Advisors January 2008 - October 2008
Skills
Excel, Billing, Analysis, Access, SOX, Accounting, Financial Analysis, Word, PowerPoint, Microsoft Office, Budgeting, Research, Customer Relations, Business Analysis, Financial Reporting, Real Estate, Testing, Process Improvement, Customer Service, Reconciliation, Outlook, Problem Solving, Quickbooks, Investments, Spreadsheets, Pricing, Team Building, Supervisory Skills, Planning, SAP, Microsoft Excel, Account Reconciliation, Data Analysis, Invoicing, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, Software Documentation, Budgets, Strategy, Financial Services, Forecasting, Mergers & Acquisitions, Leadership, Corporate Finance, Project Management, Vendor Management, Business Process, Financial Planning
Education
Hofstra University 2012 — 2016
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2008
Finance
TravelClick May 2014 - Present
Broadridge Financial Solutions June 2013 - May 2014
Broadridge Financial Solutions December 2012 - June 2013
Broadridge Financial Solutions December 2010 - December 2012
Broadridge Financial Solutions June 2010 - December 2010
Broadridge Financial Solutions October 2008 - June 2010
AXA Advisors January 2008 - October 2008
Skills
Excel, Billing, Analysis, Access, SOX, Accounting, Financial Analysis, Word, PowerPoint, Microsoft Office, Budgeting, Research, Customer Relations, Business Analysis, Financial Reporting, Real Estate, Testing, Process Improvement, Customer Service, Reconciliation, Outlook, Problem Solving, Quickbooks, Investments, Spreadsheets, Pricing, Team Building, Supervisory Skills, Planning, SAP, Microsoft Excel, Account Reconciliation, Data Analysis, Invoicing, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, Software Documentation, Budgets, Strategy, Financial Services, Forecasting, Mergers & Acquisitions, Leadership, Corporate Finance, Project Management, Vendor Management, Business Process, Financial Planning
Education
Hofstra University 2012 — 2016
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2008
Finance
Everette Seay Everette Seay's AXA Advisors Experience November 2005 - October 2008
Job Chief Executive Officer at The Powhatan Group
Industry Financial Services
Experience
The Powhatan Group April 2012 - Present
National Financial Services Group March 2012 - February 2015
EMSIV Consulting September 2011 - February 2012
Dolphin Properties (a division of KP Sports) August 2010 - September 2011
LBA Wealth Management October 2008 - March 2010
AXA Advisors November 2005 - October 2008
Phantom Dezign September 2003 - November 2005
Skills
Bilingual, New Business Development
Education
Jacksonville University 1999 — 2001
MBA
Defense Language Institute 1995 — 1995
Spanish
Hampden-Sydney College 1990 — 1994
BA, History, Spanish
Hampton Roads Academy 1986 — 1990
Diploma, College Preparatory
The Powhatan Group April 2012 - Present
National Financial Services Group March 2012 - February 2015
EMSIV Consulting September 2011 - February 2012
Dolphin Properties (a division of KP Sports) August 2010 - September 2011
LBA Wealth Management October 2008 - March 2010
AXA Advisors November 2005 - October 2008
Phantom Dezign September 2003 - November 2005
Skills
Bilingual, New Business Development
Education
Jacksonville University 1999 — 2001
MBA
Defense Language Institute 1995 — 1995
Spanish
Hampden-Sydney College 1990 — 1994
BA, History, Spanish
Hampton Roads Academy 1986 — 1990
Diploma, College Preparatory
Paul Roldan Paul Roldan's AXA Advisors Experience September 1996 - November 1999
Job Allgen Financial Services, Inc
Industry Investment Management
Experience
Allgen Financial Services, Inc January 2003 - Present
AXA Advisors September 1996 - November 1999
Charles Schwab Inc September 1995 - October 1996
Federal Reserve Bank of New York June 1994 - July 1995
Skills
Wealth Management, Retirement Planning, 401k, ETFs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Wealth Accumulation..., Charitable Gift Planning, Personal Financial..., Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Education
Harvard University 1992 — 1994
MPP
Harvard University Kennedy School of Government 1992 — 1994
MPP
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Allgen Financial Services, Inc January 2003 - Present
AXA Advisors September 1996 - November 1999
Charles Schwab Inc September 1995 - October 1996
Federal Reserve Bank of New York June 1994 - July 1995
Skills
Wealth Management, Retirement Planning, 401k, ETFs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Wealth Accumulation..., Charitable Gift Planning, Personal Financial..., Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Education
Harvard University 1992 — 1994
MPP
Harvard University Kennedy School of Government 1992 — 1994
MPP
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Rene A. Negron's AXA Advisors Experience March 2003 - October 2010
Job Experienced Financial Professional at AXA Advisors Partner at Premier Client Group
Industry Financial Services
Experience
AXA Advisors LLC August 2012 - Present
Sales, Marketing and Business Development Specialist March 2012 - July 2012
International Planning Group October 2010 - February 2012
AXA Advisors March 2003 - October 2010
Harris Corporation Int'l Sales Organization/Microwave Comm. Div. July 2000 - December 2002
Sony Electronics April 1990 - July 2000
Videomovil Video Production December 1988 - January 1990
Corporacion Video September 1979 - July 1986
Skills
Education Planning..., Retirement Planning..., Insurance Strategies, Investment Services, Business Succession..., Estate Planning...
Education
Universidad Simón Bolívar 1974 — 2000
Engineering, Electronics
IESA 1986 — 1988
MBA, Finance Management & Marketing
Universidad Nacional Experimental Simón Bolívar 1974 — 1979
Electronic Engr., Telecommunications, Television
Colegio San Agustin, El Paraiso 1964 — 1974
Neveri
AXA Advisors LLC August 2012 - Present
Sales, Marketing and Business Development Specialist March 2012 - July 2012
International Planning Group October 2010 - February 2012
AXA Advisors March 2003 - October 2010
Harris Corporation Int'l Sales Organization/Microwave Comm. Div. July 2000 - December 2002
Sony Electronics April 1990 - July 2000
Videomovil Video Production December 1988 - January 1990
Corporacion Video September 1979 - July 1986
Skills
Education Planning..., Retirement Planning..., Insurance Strategies, Investment Services, Business Succession..., Estate Planning...
Education
Universidad Simón Bolívar 1974 — 2000
Engineering, Electronics
IESA 1986 — 1988
MBA, Finance Management & Marketing
Universidad Nacional Experimental Simón Bolívar 1974 — 1979
Electronic Engr., Telecommunications, Television
Colegio San Agustin, El Paraiso 1964 — 1974
Neveri
Cameron Monger's AXA Advisors Experience October 2014 - Present
Job Paraplanner at AXA Advisors
Industry Research
Experience
AXA Advisors October 2014 - Present
Alpha Evolve September 2014 - Present
B45 Inc. July 2011 - Present
Normal CornBelters December 2014 - Present
Frontier Greys May 2014 - September 2014
MultiView September 2013 - April 2014
Fort Worth Cats Baseball Club April 2013 - August 2013
Equifax Workforce Solutions September 2012 - April 2013
Worcester Tornadoes June 2011 - September 2012
Equifax Workforce Solutions December 2011 - May 2012
Skills
Food, Customer Service, Microsoft Office, Microsoft Excel, Foursquare, Twitter, Sports Nutrition, Weight Training, Baseball, Coaching Baseball, Employee Training, Team Management, Sports, Coaching, Sports Management, Sales, Social Media, Management, Social Networking, Marketing, Social Media Marketing, Public Speaking, Leadership, Microsoft Word, Team Leadership, Account Management, Time Management, Facebook, Team Building, Advertising, Marketing Strategy
Education
The University of New Mexico 2008 — 2009
Howard College 2006 — 2008
Associate of Science (AS)
Weatherford High School 2003 — 2006
AXA Advisors October 2014 - Present
Alpha Evolve September 2014 - Present
B45 Inc. July 2011 - Present
Normal CornBelters December 2014 - Present
Frontier Greys May 2014 - September 2014
MultiView September 2013 - April 2014
Fort Worth Cats Baseball Club April 2013 - August 2013
Equifax Workforce Solutions September 2012 - April 2013
Worcester Tornadoes June 2011 - September 2012
Equifax Workforce Solutions December 2011 - May 2012
Skills
Food, Customer Service, Microsoft Office, Microsoft Excel, Foursquare, Twitter, Sports Nutrition, Weight Training, Baseball, Coaching Baseball, Employee Training, Team Management, Sports, Coaching, Sports Management, Sales, Social Media, Management, Social Networking, Marketing, Social Media Marketing, Public Speaking, Leadership, Microsoft Word, Team Leadership, Account Management, Time Management, Facebook, Team Building, Advertising, Marketing Strategy
Education
The University of New Mexico 2008 — 2009
Howard College 2006 — 2008
Associate of Science (AS)
Weatherford High School 2003 — 2006
Marc Graziano Marc Graziano's AXA Advisors Experience March 2009 - August 2009
Job Business Development at utiliVisor
Industry Utilities
Experience
utiliVisor December 2010 - Present
utility programs and metering II June 2010 - January 2011
UBS Financial Services January 2010 - May 2010
Hofstra University September 2006 - May 2010
Hofstra University Resident Safety January 2008 - April 2010
AXA Advisors March 2009 - August 2009
Rawlings Atlantic June 2008 - August 2008
Skills
Energy Efficiency, Energy, Project Management, Business Development, Engineering, Financial Analysis, Marketing, Research, Energy Management
Education
Hofstra University 2006 — 2010
Bachelor of Arts, Double Major Economics and Political Science; Economics; Political Science
Ramapo High School 2002 — 2006
Certified Energy Manager
utiliVisor December 2010 - Present
utility programs and metering II June 2010 - January 2011
UBS Financial Services January 2010 - May 2010
Hofstra University September 2006 - May 2010
Hofstra University Resident Safety January 2008 - April 2010
AXA Advisors March 2009 - August 2009
Rawlings Atlantic June 2008 - August 2008
Skills
Energy Efficiency, Energy, Project Management, Business Development, Engineering, Financial Analysis, Marketing, Research, Energy Management
Education
Hofstra University 2006 — 2010
Bachelor of Arts, Double Major Economics and Political Science; Economics; Political Science
Ramapo High School 2002 — 2006
Certified Energy Manager
Ryan W. Lane, MBA's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors April 2015 - Present
Transamerica Financial Advisors, Inc. July 2014 - March 2015
Allstate November 2013 - October 2014
BNSF Railway June 2002 - June 2004
BNSF Railway June 2000 - June 2002
General Motors May 1999 - June 2000
U.S. Coast Guard June 1994 - June 1999
US Navy - Naval Nuclear Power School (NPS) July 1990 - June 1994
Skills
Tax-Efficient Investing..., Financial Strategies, Executive Benefit..., Contract Negotiation, Client Education, Budgets, Long-Term Care Planning..., Retirement Planning..., Real Estate, Construction, Sales, Training, Business Development, Six Sigma, Strategic Planning, Investment Planning, Lean Manufacturing, Construction Loans, Sales Management, Investment Properties, Contract Management, Commercial Real Estate, Lean Operations, Real Estate Transactions, Sales Process, New Business Development, Small Business, Financial Analysis, Managed Money, Retirement Planning, Company Set-up, Insurance Strategies, Estate Planning...
Education
The University of Texas at Dallas 1998 — 2001
Executive Master of Business Administration (M.B.A.), Global Leadership
Hampton University 1992 — 1996
Bachelor of Science (BS), Applied Physics
AXA Advisors April 2015 - Present
Transamerica Financial Advisors, Inc. July 2014 - March 2015
Allstate November 2013 - October 2014
BNSF Railway June 2002 - June 2004
BNSF Railway June 2000 - June 2002
General Motors May 1999 - June 2000
U.S. Coast Guard June 1994 - June 1999
US Navy - Naval Nuclear Power School (NPS) July 1990 - June 1994
Skills
Tax-Efficient Investing..., Financial Strategies, Executive Benefit..., Contract Negotiation, Client Education, Budgets, Long-Term Care Planning..., Retirement Planning..., Real Estate, Construction, Sales, Training, Business Development, Six Sigma, Strategic Planning, Investment Planning, Lean Manufacturing, Construction Loans, Sales Management, Investment Properties, Contract Management, Commercial Real Estate, Lean Operations, Real Estate Transactions, Sales Process, New Business Development, Small Business, Financial Analysis, Managed Money, Retirement Planning, Company Set-up, Insurance Strategies, Estate Planning...
Education
The University of Texas at Dallas 1998 — 2001
Executive Master of Business Administration (M.B.A.), Global Leadership
Hampton University 1992 — 1996
Bachelor of Science (BS), Applied Physics
Todd Ganton Todd Ganton's AXA Advisors Experience January 2014 - May 2014
Job Internal Wholesaler Jackson National Life Distributors
Industry Financial Services
Experience
Jackson National Life July 2014 - Present
AXA Advisors January 2014 - May 2014
Arbor North Assisted Living Center May 2012 - April 2013
AgapeFest August 2010 - May 2012
Lagardere May 2011 - August 2011
Skills
Social Media, Public Speaking, Social Media Marketing, Event Planning, Event Management, Leadership, Social Networking, Writing, Advertising, Facebook, Public Relations, Fundraising, Social Skills, Coaching, Strategic Planning, Finance, Financial Services, Life Insurance, Series 7, Series 66
Education
Greenville College 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Western High School, Parma, MI 2004 — 2008
High School
Jackson National Life July 2014 - Present
AXA Advisors January 2014 - May 2014
Arbor North Assisted Living Center May 2012 - April 2013
AgapeFest August 2010 - May 2012
Lagardere May 2011 - August 2011
Skills
Social Media, Public Speaking, Social Media Marketing, Event Planning, Event Management, Leadership, Social Networking, Writing, Advertising, Facebook, Public Relations, Fundraising, Social Skills, Coaching, Strategic Planning, Finance, Financial Services, Life Insurance, Series 7, Series 66
Education
Greenville College 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Western High School, Parma, MI 2004 — 2008
High School
Kahmai Martin-Kirkland's AXA Advisors Experience February 2013 - January 2015
Job Senior Funding Consultant at SBF Finance and Technology
Industry Financial Services
Experience
SBF Finance and Technology February 2015 - Present
AXA Advisors February 2013 - January 2015
Teach For America June 2012 - January 2013
Black Student League, Haverford College August 2008 - May 2012
The Haverford School September 2009 - November 2011
Chain Camera Pictures June 2011 - August 2011
Haverford College June 2010 - August 2010
Criminal Investigative Services July 2009 - August 2009
Skills
Research, Public Speaking, Editing, Nonprofits, Community Outreach, PowerPoint, Fundraising, Teaching, Event Planning, Microsoft Word
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Sociology, Chinese, Anthropology
Lakeside School 2001 — 2008
SBF Finance and Technology February 2015 - Present
AXA Advisors February 2013 - January 2015
Teach For America June 2012 - January 2013
Black Student League, Haverford College August 2008 - May 2012
The Haverford School September 2009 - November 2011
Chain Camera Pictures June 2011 - August 2011
Haverford College June 2010 - August 2010
Criminal Investigative Services July 2009 - August 2009
Skills
Research, Public Speaking, Editing, Nonprofits, Community Outreach, PowerPoint, Fundraising, Teaching, Event Planning, Microsoft Word
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Sociology, Chinese, Anthropology
Lakeside School 2001 — 2008
Jared Mullin's AXA Advisors Experience January 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors September 2014 - December 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Hofstra University September 2012 - May 2014
Hofstra University Resident Student Association January 2012 - May 2013
Skills
Accounting, Microsoft Office, Quicken, Microsoft Excel, Economics, Networking, Customer Service, Windows, Budgets, Management, Finance, Time Management, Teamwork, Public Speaking, QuickBooks, PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Social Networking, Research, Leadership, Fundraising, Analysis, Event Management, Data Analysis, Public Relations, Marketing, Financial Analysis, Team Leadership, Statistics, Editing, Nonprofits, Team Building, Community Outreach, Budgeting, Financial Modeling, Policy, Sales
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cumulative GPA: 3.56/4.0; Major GPA: 3.77/4.0
Montville High School 2007 — 2011
AXA Advisors January 2015 - Present
AXA Advisors September 2014 - December 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Hofstra University September 2012 - May 2014
Hofstra University Resident Student Association January 2012 - May 2013
Skills
Accounting, Microsoft Office, Quicken, Microsoft Excel, Economics, Networking, Customer Service, Windows, Budgets, Management, Finance, Time Management, Teamwork, Public Speaking, QuickBooks, PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Social Networking, Research, Leadership, Fundraising, Analysis, Event Management, Data Analysis, Public Relations, Marketing, Financial Analysis, Team Leadership, Statistics, Editing, Nonprofits, Team Building, Community Outreach, Budgeting, Financial Modeling, Policy, Sales
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cumulative GPA: 3.56/4.0; Major GPA: 3.77/4.0
Montville High School 2007 — 2011
JP Cassidy JP Cassidy's AXA Advisors Experience 2008 - 2010
Job Cofounder at Sunrise Hops
Industry Financial Services
Experience
Sunrise Hops May 2013 - Present
SAG-AFTRA 2012 - January 2013
AXA Advisors 2008 - 2010
Law Office of Robert C. Polizzo, Jr., Esq. 2006 - 2008
Skills
Insurance, Retirement Planning, Employee Benefits, Retirement, Funding, Financial Planning, Small Business, Estate Planning, Wealth Management, Acting, Comedy, Film Production, Mutual Funds, Film
Education
Harvard University 2011 — 2011
Economics
Molloy College 2003 — 2007
Liberal Arts, Fine/Studio Arts, General
Holy Trinity High School 1999 — 2003
Sunrise Hops May 2013 - Present
SAG-AFTRA 2012 - January 2013
AXA Advisors 2008 - 2010
Law Office of Robert C. Polizzo, Jr., Esq. 2006 - 2008
Skills
Insurance, Retirement Planning, Employee Benefits, Retirement, Funding, Financial Planning, Small Business, Estate Planning, Wealth Management, Acting, Comedy, Film Production, Mutual Funds, Film
Education
Harvard University 2011 — 2011
Economics
Molloy College 2003 — 2007
Liberal Arts, Fine/Studio Arts, General
Holy Trinity High School 1999 — 2003
Matthew Domsic Matthew Domsic's AXA Advisors Experience December 2008 - June 2015
Job Director of Sales | Financial Consultant at Cambridge Consulting Group
Industry Financial Services
Experience
Cambridge Consulting Group June 2015 - Present
AXA Advisors December 2008 - June 2015
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Securities, Mutual Funds, Leadership, Estate Planning, Investments, Finance, Insurance, Life Insurance, Investment Advisory
Education
Michigan State University 2004 — 2008
Bachelor's Degree, Business/Corporate Communications
University of Pennsylvania - The Wharton School 2013 — 2013
Certificate in Retirement Planning
Harvard University 2014 — 2014
Executive Education - Investment Analysis & Behavioral Finance
Cambridge Consulting Group June 2015 - Present
AXA Advisors December 2008 - June 2015
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Securities, Mutual Funds, Leadership, Estate Planning, Investments, Finance, Insurance, Life Insurance, Investment Advisory
Education
Michigan State University 2004 — 2008
Bachelor's Degree, Business/Corporate Communications
University of Pennsylvania - The Wharton School 2013 — 2013
Certificate in Retirement Planning
Harvard University 2014 — 2014
Executive Education - Investment Analysis & Behavioral Finance
Julie Baghajian Julie Baghajian's AXA Advisors Experience June 2013 - August 2013
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
AXA Advisors June 2013 - August 2013
JumarMarketing, LLC June 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Financial Analysis, Portfolio Management, Arabic, Armenian, Corporate Finance, Financial Accounting, Teamwork, Strategic Communications, Social Networking, Series 7, Social Media, Crisis Communications, Data Analysis, Event Planning, Leadership, Media Relations, Microsoft Office, Project Management, Public Relations, Public Speaking, Newsletters
Education
Hobart and William Smith Colleges 2011 — 2015
Economics B.A., Economics
Middlebury College 2012 — 2012
Middlebury Monterey Language Academy: Arabic Immersion Program, Language
Greenwich High School 2007 — 2011
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
AXA Advisors June 2013 - August 2013
JumarMarketing, LLC June 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Financial Analysis, Portfolio Management, Arabic, Armenian, Corporate Finance, Financial Accounting, Teamwork, Strategic Communications, Social Networking, Series 7, Social Media, Crisis Communications, Data Analysis, Event Planning, Leadership, Media Relations, Microsoft Office, Project Management, Public Relations, Public Speaking, Newsletters
Education
Hobart and William Smith Colleges 2011 — 2015
Economics B.A., Economics
Middlebury College 2012 — 2012
Middlebury Monterey Language Academy: Arabic Immersion Program, Language
Greenwich High School 2007 — 2011
High School Diploma
Jonathan Narlock Jonathan Narlock's AXA Advisors Experience June 2006 - July 2007
Job Vice President, Government & Non Profit Group
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo April 2011 - July 2014
Innotec Group January 2005 - December 2010
AXA Advisors June 2006 - July 2007
Education
Hope College 2002 — 2006
BA, Accounting
Wells Fargo July 2014 - Present
Wells Fargo April 2011 - July 2014
Innotec Group January 2005 - December 2010
AXA Advisors June 2006 - July 2007
Education
Hope College 2002 — 2006
BA, Accounting
Michael Mattes's AXA Advisors Experience December 2014 - Present
Job Investment Advisor Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Economics
AXA Advisors December 2014 - Present
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Economics
Trent Dark's AXA Advisors Experience May 2006 - August 2006
Job Management Consultant with 6 Years of Proven Results | Seeking Next Challenge after Brief International Sabbatical
Industry Management Consulting
Experience
Seeking New Opportunity March 2015 - Present
International Sabbatical October 2014 - February 2015
Huron Consulting Group January 2013 - September 2014
Huron Consulting Group July 2010 - December 2012
Huron Consulting Group October 2008 - June 2010
Daimler Chrysler May 2007 - August 2007
AXA Advisors May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Management Consulting, Performance Improvement, Analysis, Business Analysis, Valuation, Data Analysis, Process Improvement, Due Diligence, Analytics, Healthcare Consulting, Corporate Finance, Financial Analysis, Business Process..., Strategic Planning
Education
Indiana University - Kelley School of Business 2003 — 2008
Bachelor's Degree, Accounting and Finance
Seeking New Opportunity March 2015 - Present
International Sabbatical October 2014 - February 2015
Huron Consulting Group January 2013 - September 2014
Huron Consulting Group July 2010 - December 2012
Huron Consulting Group October 2008 - June 2010
Daimler Chrysler May 2007 - August 2007
AXA Advisors May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Management Consulting, Performance Improvement, Analysis, Business Analysis, Valuation, Data Analysis, Process Improvement, Due Diligence, Analytics, Healthcare Consulting, Corporate Finance, Financial Analysis, Business Process..., Strategic Planning
Education
Indiana University - Kelley School of Business 2003 — 2008
Bachelor's Degree, Accounting and Finance
Anish Roy's AXA Advisors Experience June 2012 - August 2012
Job Student at Indiana University Bloomington, Kelley School of Business
Industry Financial Services
Experience
Indiana University Kelley School of Business January 2015 - Present
Unity Bank June 2015 - August 2015
Indiana University August 2014 - May 2015
AXA Advisors June 2012 - August 2012
E. Martin Davidoff & Associates June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Leadership, Quantitative Analytics, Accounting, Client Relations Skills, Investments, Data Analysis, Valuations, Business Strategy, Economics, Qualitative Research, Teaching, Public Speaking
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (BS), Finance Business Analytics
North Brunswick Township High School 2009 — 2013
High School Diploma
Indiana University Kelley School of Business January 2015 - Present
Unity Bank June 2015 - August 2015
Indiana University August 2014 - May 2015
AXA Advisors June 2012 - August 2012
E. Martin Davidoff & Associates June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Leadership, Quantitative Analytics, Accounting, Client Relations Skills, Investments, Data Analysis, Valuations, Business Strategy, Economics, Qualitative Research, Teaching, Public Speaking
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (BS), Finance Business Analytics
North Brunswick Township High School 2009 — 2013
High School Diploma
Hiram Ramirez-Rangel's AXA Advisors Experience August 2012 - Present
Job Executive VicePresident at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
AXA Advisors July 2005 - July 2012
Pharmaceutical Industry Association of PR March 2005 - June 2005
Puerto Rico Industrial Development Company January 2004 - January 2005
Office of the Governor of Puerto Rico March 2001 - December 2003
Education
Harvard University 1994 — 2000
Doctor of Philosophy (Ph.D.), Political Science
Harvard Univerisity 1992 — 1994
Master's Degree, Political Science and Government
AXA Advisors August 2012 - Present
AXA Advisors July 2005 - July 2012
Pharmaceutical Industry Association of PR March 2005 - June 2005
Puerto Rico Industrial Development Company January 2004 - January 2005
Office of the Governor of Puerto Rico March 2001 - December 2003
Education
Harvard University 1994 — 2000
Doctor of Philosophy (Ph.D.), Political Science
Harvard Univerisity 1992 — 1994
Master's Degree, Political Science and Government
Ryan K. O'Malley's AXA Advisors Experience June 2010 - March 2012
Job Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2015 - Present
Fifth Third Bank April 2012 - July 2015
AXA Advisors June 2010 - March 2012
Education
Illinois State University 2006 — 2010
BS, Finance
Fifth Third Bank September 2015 - Present
Fifth Third Bank April 2012 - July 2015
AXA Advisors June 2010 - March 2012
Education
Illinois State University 2006 — 2010
BS, Finance
Nate Hitch's AXA Advisors Experience July 2005 - January 2008
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource October 2014 - Present
RiverSource February 2010 - Present
Augsburg College January 2006 - October 2014
Tonka United January 2011 - September 2011
RiverSource January 2008 - February 2010
AXA Advisors July 2005 - January 2008
Skills
Coaching, Client Development, Territory Planning, Client Relationship..., Sales Presentations, Salesforce.com, Group Presentations, Excel, Microsoft Office, Word, Annuities, Asset Management, Financial Planning, Sales Management, Coaching Staff, Partnering, Team Management, Webcasting, Sales Operations, Marketing, Training, CRM, Selling
Education
Gustavus Adolphus College 2001 — 2005
Bachlor, Psychology, Biology
RiverSource October 2014 - Present
RiverSource February 2010 - Present
Augsburg College January 2006 - October 2014
Tonka United January 2011 - September 2011
RiverSource January 2008 - February 2010
AXA Advisors July 2005 - January 2008
Skills
Coaching, Client Development, Territory Planning, Client Relationship..., Sales Presentations, Salesforce.com, Group Presentations, Excel, Microsoft Office, Word, Annuities, Asset Management, Financial Planning, Sales Management, Coaching Staff, Partnering, Team Management, Webcasting, Sales Operations, Marketing, Training, CRM, Selling
Education
Gustavus Adolphus College 2001 — 2005
Bachlor, Psychology, Biology
Kaival Patel's AXA Advisors Experience October 2014 - May 2015
Job Account Executive at Merchant Advance Express
Industry Financial Services
Experience
Merchant Advance Express July 2015 - Present
AXA Advisors October 2014 - May 2015
Shriji’s Inc. May 2011 - September 2013
Education
Hofstra University 2011 — 2015
Bachelor's Degree, Finance, 3.5
Merchant Advance Express July 2015 - Present
AXA Advisors October 2014 - May 2015
Shriji’s Inc. May 2011 - September 2013
Education
Hofstra University 2011 — 2015
Bachelor's Degree, Finance, 3.5
Amy Schenk Amy Schenk's AXA Advisors Experience June 2014 - July 2015
Job Marketing Consultant at Noticestry
Industry Online Media
Experience
Noticestry July 2015 - Present
AXA Advisors June 2014 - July 2015
Parker's Grille & Tap House June 2011 - June 2014
Hobart and William Smith Colleges September 2010 - December 2013
Eddie O'Brien's Grille & Bar January 2011 - June 2011
Luigi's Pizza May 2007 - September 2010
Skills
College Education..., PowerPoint, Microsoft Excel, Microsoft Word, Retirement Planning, Financial Planning, Spanish, Microsoft Office, Social Media, Risk Management, Pension Systems, Life Insurance Planning, Investment Planning
Education
Hobart and William Smith Colleges 2010 — 2013
Bachelor of Arts (B.A.), International Relations and Political Economics
Instituto San Joaquin de Flores 2012 — 2012
API Study Abroad - Costa Rica, Spanish Language and Literature
Naples Central School 1997 — 2010
High School Diploma, General Education, K-12
Noticestry July 2015 - Present
AXA Advisors June 2014 - July 2015
Parker's Grille & Tap House June 2011 - June 2014
Hobart and William Smith Colleges September 2010 - December 2013
Eddie O'Brien's Grille & Bar January 2011 - June 2011
Luigi's Pizza May 2007 - September 2010
Skills
College Education..., PowerPoint, Microsoft Excel, Microsoft Word, Retirement Planning, Financial Planning, Spanish, Microsoft Office, Social Media, Risk Management, Pension Systems, Life Insurance Planning, Investment Planning
Education
Hobart and William Smith Colleges 2010 — 2013
Bachelor of Arts (B.A.), International Relations and Political Economics
Instituto San Joaquin de Flores 2012 — 2012
API Study Abroad - Costa Rica, Spanish Language and Literature
Naples Central School 1997 — 2010
High School Diploma, General Education, K-12
Kyle Sims's AXA Advisors Experience January 2005 - Present
Job Regional Senior Vice President, Central Region at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2005 - Present
Skills
Managment - Developing..., Financial Needs Analysis, Business Succession..., Charitable Giving...
Education
Harvard University 1998 — 2002
Bachelor of Arts, Government
AXA Advisors January 2005 - Present
Skills
Managment - Developing..., Financial Needs Analysis, Business Succession..., Charitable Giving...
Education
Harvard University 1998 — 2002
Bachelor of Arts, Government
Aaron Riedel Aaron Riedel's AXA Advisors Experience June 2014 - October 2014
Job Sports & Entertainment Management and Retail Management Major at University of South Carolina
Industry Retail
Experience
AXA Advisors June 2014 - October 2014
Men's Wearhouse February 2014 - May 2014
Augusta National Golf Club April 2014 - April 2014
Belk July 2013 - August 2013
Skills
Proficient in Microsoft..., Experienced Sales..., Project Management, Time Management, Team Leadership, Public Speaking, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Management, Marketing, Teamwork, Social Networking, Leadership, Social Media, Microsoft Office, Research, Customer Service
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Science (BS), Sport and Entertainment Management
Hampden-Sydney College 2011 — 2012
Economics
AXA Advisors June 2014 - October 2014
Men's Wearhouse February 2014 - May 2014
Augusta National Golf Club April 2014 - April 2014
Belk July 2013 - August 2013
Skills
Proficient in Microsoft..., Experienced Sales..., Project Management, Time Management, Team Leadership, Public Speaking, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Management, Marketing, Teamwork, Social Networking, Leadership, Social Media, Microsoft Office, Research, Customer Service
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Science (BS), Sport and Entertainment Management
Hampden-Sydney College 2011 — 2012
Economics
Michael Verissimo Michael Verissimo's AXA Advisors Experience November 2008 - May 2009
Job SQ Product Manager at Stericycle Communication Solutions
Industry Hospital & Health Care
Experience
Stericycle Communication Solutions April 2015 - Present
Stericycle Communication Solutions August 2013 - April 2015
Stericycle Communication Solutions April 2012 - August 2013
Stericycle May 2009 - April 2012
AXA Advisors November 2008 - May 2009
Ameriprise Financial August 2007 - August 2008
Daily Vidette January 2006 - May 2007
Skills
Salesforce.com, Sales Operations, Call Center, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Sales, CRM, Forecasting, Strategic Planning, Contract Negotiation, Healthcare, Account Management, Customer Service, Leadership, Time Management, Call Centers, Management, Microsoft Office, Access, Training
Education
Roosevelt University 2011 — 2013
MBA, Marketing
Illinois State University 2003 — 2007
Bachelor of Science, Finance
University of the West of England 2006 — 2006
Marketing/Economics
Stericycle Communication Solutions April 2015 - Present
Stericycle Communication Solutions August 2013 - April 2015
Stericycle Communication Solutions April 2012 - August 2013
Stericycle May 2009 - April 2012
AXA Advisors November 2008 - May 2009
Ameriprise Financial August 2007 - August 2008
Daily Vidette January 2006 - May 2007
Skills
Salesforce.com, Sales Operations, Call Center, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Sales, CRM, Forecasting, Strategic Planning, Contract Negotiation, Healthcare, Account Management, Customer Service, Leadership, Time Management, Call Centers, Management, Microsoft Office, Access, Training
Education
Roosevelt University 2011 — 2013
MBA, Marketing
Illinois State University 2003 — 2007
Bachelor of Science, Finance
University of the West of England 2006 — 2006
Marketing/Economics
Stacy Zbaraz's AXA Advisors Experience March 2015 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Insight Securitites May 2014 - February 2015
Charles Schwab January 2011 - November 2012
The PrivateBank January 2005 - November 2010
JP Morgan Chase February 1997 - January 2005
Skills
Wealth Management, Asset Allocation, Investment Management
Education
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Public Finance and Management
AXA Advisors March 2015 - Present
Insight Securitites May 2014 - February 2015
Charles Schwab January 2011 - November 2012
The PrivateBank January 2005 - November 2010
JP Morgan Chase February 1997 - January 2005
Skills
Wealth Management, Asset Allocation, Investment Management
Education
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Public Finance and Management
Lance Landvater Lance Landvater's AXA Advisors Experience September 2013 - June 2014
Job Business Development Field Associate at Halliburton
Industry Oil & Energy
Experience
Halliburton June 2014 - Present
AXA Advisors September 2013 - June 2014
Pepi Stiegler's Sports November 2011 - May 2013
Swift Straw Company August 2011 - November 2011
Kirk's Fly Shop May 2011 - August 2011
Renewable Choice Energy May 2010 - May 2011
Skills
Sales, Customer Service, Sales Management, Financial Analysis, Retail, Marketing, Account Management, Management, Leadership, Sales Process, Business Development, Oil, Public Speaking, Social Media, Start-ups
Education
University of Colorado Boulder 2009 — 2011
Bachelor's degree in Economics
Hampden-Sydney College 2007 — 2009
Majored in Economics, Minored in Spanish
Cardinal Gibbons High School 2006 — 2007
Ravenscroft School 1995 — 2006
Halliburton June 2014 - Present
AXA Advisors September 2013 - June 2014
Pepi Stiegler's Sports November 2011 - May 2013
Swift Straw Company August 2011 - November 2011
Kirk's Fly Shop May 2011 - August 2011
Renewable Choice Energy May 2010 - May 2011
Skills
Sales, Customer Service, Sales Management, Financial Analysis, Retail, Marketing, Account Management, Management, Leadership, Sales Process, Business Development, Oil, Public Speaking, Social Media, Start-ups
Education
University of Colorado Boulder 2009 — 2011
Bachelor's degree in Economics
Hampden-Sydney College 2007 — 2009
Majored in Economics, Minored in Spanish
Cardinal Gibbons High School 2006 — 2007
Ravenscroft School 1995 — 2006
Ernan Roman Ernan Roman's AXA Advisors Experience February 2013 - April 2013
Job Jr. Client Accountant at 72andSunny
Industry Business Supplies and Equipment
Experience
72andSunny August 2014 - Present
Loyola Marymount University August 2013 - May 2014
Upward Bound Program, Loyola Marymount University June 2013 - July 2013
LMU Career Development Services July 2012 - July 2013
AXA Advisors February 2013 - April 2013
Soccer West July 2009 - December 2011
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, Windows, Sales, English, Team Leadership, Research, Public Speaking, HTML, Time Management, Expense Reports, Networking, Data Entry, Accounts Payable, Facebook
Education
Loyola Marymount University 2012 — 2014
Bachelor's Degree, Finance
Highline Community College 2009 — 2011
Associate's Degree, Business Administration
72andSunny August 2014 - Present
Loyola Marymount University August 2013 - May 2014
Upward Bound Program, Loyola Marymount University June 2013 - July 2013
LMU Career Development Services July 2012 - July 2013
AXA Advisors February 2013 - April 2013
Soccer West July 2009 - December 2011
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, Windows, Sales, English, Team Leadership, Research, Public Speaking, HTML, Time Management, Expense Reports, Networking, Data Entry, Accounts Payable, Facebook
Education
Loyola Marymount University 2012 — 2014
Bachelor's Degree, Finance
Highline Community College 2009 — 2011
Associate's Degree, Business Administration
Melissa Jennings Melissa Jennings's AXA Advisors Experience February 2003 - April 2004
Job Associate Brand Manager at Nestle USA
Industry Food & Beverages
Experience
Nestle USA May 2013 - Present
Nestle USA April 2009 - April 2013
Nestle USA April 2004 - April 2009
AXA Advisors February 2003 - April 2004
AXA Advisors January 2002 - February 2003
John Muir Health September 1998 - January 2002
Skills
Integrated Brand..., Project Management, Food Packaging, Project Coordination, Driving Results, Marketing Budget..., Digital Marketing, P&L Management, Analytics, Social Media Marketing, Event Planning, Business Planning, Marketing Strategy, Market Research, Market Planning
Education
Thompson Rivers University 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Heald College 2000 — 2002
A.A.S., Computer Technology/Computer Systems Technology
Nestle USA May 2013 - Present
Nestle USA April 2009 - April 2013
Nestle USA April 2004 - April 2009
AXA Advisors February 2003 - April 2004
AXA Advisors January 2002 - February 2003
John Muir Health September 1998 - January 2002
Skills
Integrated Brand..., Project Management, Food Packaging, Project Coordination, Driving Results, Marketing Budget..., Digital Marketing, P&L Management, Analytics, Social Media Marketing, Event Planning, Business Planning, Marketing Strategy, Market Research, Market Planning
Education
Thompson Rivers University 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Heald College 2000 — 2002
A.A.S., Computer Technology/Computer Systems Technology
Andrew Beres's AXA Advisors Experience April 2015 - Present
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
WestPoint Financial Group May 2014 - March 2015
Sweney Electric May 2013 - January 2014
Pottawattomie Country Club May 2006 - August 2013
Malcolm S. Gerald and Assoc., Inc. May 2012 - January 2013
Education
Indiana University Bloomington 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Michigan City High School 2006 — 2010
AXA Advisors April 2015 - Present
WestPoint Financial Group May 2014 - March 2015
Sweney Electric May 2013 - January 2014
Pottawattomie Country Club May 2006 - August 2013
Malcolm S. Gerald and Assoc., Inc. May 2012 - January 2013
Education
Indiana University Bloomington 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Michigan City High School 2006 — 2010
Adrian Orilia's AXA Advisors Experience May 2015 - Present
Job .
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
J.P. Morgan September 2013 - May 2015
SunGard May 2006 - September 2013
Sungard VPM September 2011 - November 2011
Sungard VPM June 2011 - November 2011
DB Zwirn & Co. September 2006 - December 2008
Sungard VPM March 2007 - November 2007
Best Buy November 2001 - March 2006
Education
LIU Post 2006 — 2008
MBA, Finance, Management
Hofstra University 2000 — 2002
BBA, Finance, Management
AXA Advisors May 2015 - Present
J.P. Morgan September 2013 - May 2015
SunGard May 2006 - September 2013
Sungard VPM September 2011 - November 2011
Sungard VPM June 2011 - November 2011
DB Zwirn & Co. September 2006 - December 2008
Sungard VPM March 2007 - November 2007
Best Buy November 2001 - March 2006
Education
LIU Post 2006 — 2008
MBA, Finance, Management
Hofstra University 2000 — 2002
BBA, Finance, Management
Gregory Alberti's AXA Advisors Experience June 2007 - August 2007
Job Assistant Vice President at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter February 2014 - Present
Guy Carpenter July 2013 - February 2014
Guy Carpenter June 2011 - June 2013
SA Les Diables Rouges August 2010 - May 2011
AXA Advisors June 2007 - August 2007
Skills
Excel, PowerPoint, Word, Data Analysis, Data Entry, Sales, Sales Presentations, Insurance Brokerage, Microsoft Excel, Microsoft Word, Leadership, Strategy, Statistics, Team Building, Risk Management, Economics, Cross-functional Team..., Insurance, Social Skills, Financial Analysis, Management, Microsoft Office, Social Media
Education
Morristown Beard School 2004 — 2006
Hobart College 2006 — 2010
B.A., Economics
Guy Carpenter February 2014 - Present
Guy Carpenter July 2013 - February 2014
Guy Carpenter June 2011 - June 2013
SA Les Diables Rouges August 2010 - May 2011
AXA Advisors June 2007 - August 2007
Skills
Excel, PowerPoint, Word, Data Analysis, Data Entry, Sales, Sales Presentations, Insurance Brokerage, Microsoft Excel, Microsoft Word, Leadership, Strategy, Statistics, Team Building, Risk Management, Economics, Cross-functional Team..., Insurance, Social Skills, Financial Analysis, Management, Microsoft Office, Social Media
Education
Morristown Beard School 2004 — 2006
Hobart College 2006 — 2010
B.A., Economics
Vic Benetti's AXA Advisors Experience April 1982 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors April 1982 - Present
Skills
Fixed Annuities, Life Insurance, Securities, FINRA, Investment Advisory, Series 7, IRAs, College Savings Plans, Wealth Accumulation, Retirement, Financial Strategy
Education
The American College 1982 — 1987
CLU, ChFC, Financial Planning and Services
University of Minnesota-Twin Cities 1972 — 1974
Master of Social Work (M.S.W.), Psychiatric Social Work
Gustavus Adolphus College 1966 — 1970
BA, Sociology
AXA Advisors April 1982 - Present
Skills
Fixed Annuities, Life Insurance, Securities, FINRA, Investment Advisory, Series 7, IRAs, College Savings Plans, Wealth Accumulation, Retirement, Financial Strategy
Education
The American College 1982 — 1987
CLU, ChFC, Financial Planning and Services
University of Minnesota-Twin Cities 1972 — 1974
Master of Social Work (M.S.W.), Psychiatric Social Work
Gustavus Adolphus College 1966 — 1970
BA, Sociology
Michael Mezansky's AXA Advisors Experience July 2011 - February 2012
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
Legg Mason November 2013 - November 2014
Legg Mason November 2012 - September 2013
FIRST Insurance Funding Corp March 2012 - November 2012
AXA Advisors July 2011 - February 2012
STG Capital Management June 2010 - August 2010
Btownmenus.com August 2008 - December 2009
Skills
Financial Advice, Marketing Strategy, Economics, Financial Modeling, Financial Planning, Retirement Planning, Alternative Investments, Financial Management, Microsoft Office, Coaching
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Economics
Legg Mason November 2014 - Present
Legg Mason November 2013 - November 2014
Legg Mason November 2012 - September 2013
FIRST Insurance Funding Corp March 2012 - November 2012
AXA Advisors July 2011 - February 2012
STG Capital Management June 2010 - August 2010
Btownmenus.com August 2008 - December 2009
Skills
Financial Advice, Marketing Strategy, Economics, Financial Modeling, Financial Planning, Retirement Planning, Alternative Investments, Financial Management, Microsoft Office, Coaching
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Economics
Carl King's AXA Advisors Experience January 2007 - July 2007
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Symetra May 2015 - August 2015
GEN-ARC™ August 2014 - April 2015
GEN-ARC™ June 2014 - August 2014
JACKSON National Life Distributors, LLC November 2011 - January 2014
JACKSON National Life Distributors, LLC October 2010 - November 2011
Jackson National Life Distributors, LLC October 2009 - October 2010
Jackson National Life October 2007 - November 2009
AXA Advisors January 2007 - July 2007
Skills
Sales, Sales Operations, Business Development, Mutual Funds, Series 7, Variable Annuities, Insurance, Retirement Planning, CRM, Salesforce.com, Sales Management, Series 63, Series 26, Consultative Sales..., Challenger, Retirement, Fixed Annuities, Sales Process, FINRA, Consultative Selling, Investments
Education
Humboldt State University 1997 — 2000
Bachelor of Arts (B.A.), Geography and Cartography
Western Washington University 1997 — 1997
Marine Sciences
Morgan Stanley August 2015 - Present
Symetra May 2015 - August 2015
GEN-ARC™ August 2014 - April 2015
GEN-ARC™ June 2014 - August 2014
JACKSON National Life Distributors, LLC November 2011 - January 2014
JACKSON National Life Distributors, LLC October 2010 - November 2011
Jackson National Life Distributors, LLC October 2009 - October 2010
Jackson National Life October 2007 - November 2009
AXA Advisors January 2007 - July 2007
Skills
Sales, Sales Operations, Business Development, Mutual Funds, Series 7, Variable Annuities, Insurance, Retirement Planning, CRM, Salesforce.com, Sales Management, Series 63, Series 26, Consultative Sales..., Challenger, Retirement, Fixed Annuities, Sales Process, FINRA, Consultative Selling, Investments
Education
Humboldt State University 1997 — 2000
Bachelor of Arts (B.A.), Geography and Cartography
Western Washington University 1997 — 1997
Marine Sciences
Jeff Hazard Jeff Hazard's AXA Advisors Experience August 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
Education
Hobart and William Smith Colleges 2007 — 2011
B.A., Economics
Poland Central School 1994 — 2007
Diploma
AXA Advisors August 2011 - Present
Education
Hobart and William Smith Colleges 2007 — 2011
B.A., Economics
Poland Central School 1994 — 2007
Diploma
Delta Walker Delta Walker's AXA Advisors Experience May 1995 - February 2010
Job FINANCIAL ADVISOR at ATLED FINANCIAL
Industry Financial Services
Experience
ATLED FINANCIAL May 2010 - Present
AXA Advisors May 1995 - February 2010
Chatfield and Dean August 1993 - May 1995
Education
Howard University 1983 — 1988
B.S., Political Science
ATLED FINANCIAL May 2010 - Present
AXA Advisors May 1995 - February 2010
Chatfield and Dean August 1993 - May 1995
Education
Howard University 1983 — 1988
B.S., Political Science
Edward Silverman's AXA Advisors Experience 2002 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2002 - Present
2 the Extreme 1998 - 2002
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science in Business, Management
deerfield high
AXA Advisors 2002 - Present
2 the Extreme 1998 - 2002
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science in Business, Management
deerfield high
Agnes Elizabeth Kowalska Agnes Elizabeth Kowalska's AXA Advisors Experience 2001 - 2005
Job Executive Assistant at GTCR LLC
Industry Venture Capital & Private Equity
Experience
Private Family Office August 2015 - Present
Private Family Office 2014 - Present
GTCR LLC 2012 - 2014
Sterling Partners 2009 - 2012
Goldman Sachs 2006 - 2008
AXA Advisors 2001 - 2005
Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...
Education
Harper College
Associate's Degree, Business Administration
Private Family Office August 2015 - Present
Private Family Office 2014 - Present
GTCR LLC 2012 - 2014
Sterling Partners 2009 - 2012
Goldman Sachs 2006 - 2008
AXA Advisors 2001 - 2005
Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...
Education
Harper College
Associate's Degree, Business Administration
James McDonald III James McDonald III's AXA Advisors Experience July 2002 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2002 - Present
Comerica Bank June 1985 - December 1998
Education
Howard University 1980 — 1985
BBA, Marketing
Cass Tech H.S.
Diploma
AXA Advisors July 2002 - Present
Comerica Bank June 1985 - December 1998
Education
Howard University 1980 — 1985
BBA, Marketing
Cass Tech H.S.
Diploma
G. Patrick McGunagle's AXA Advisors Experience 1998 - 2003
Job
Industry Financial Services
Experience
GPM Partners LLC 2003 - Present
Fortent 2007 - 2009
Horizon Initiative September 2006 - October 2007
Pan-American Life Insurance Group 2005 - 2007
AXA Advisors 1998 - 2003
AXA-Equitable 1998 - 2003
Citibank 1989 - 1998
Citigroup 1988 - 1998
Skills
Call Center, Insurance, Risk Management, Change Management, Finance, E-business, Financial Services, Product Management, Coaching, Leadership, CRM, Call Centers, Strategy, Program Management, Financial Risk, Banking, Analytics, Management, Portfolio Management, Building Relationships, Entrepreneurship, Business Process..., Management Consulting, Outsourcing, Executive Management, Strategic Planning, Consulting, Project Planning, Mergers & Acquisitions, Analysis, Product Development, Securities, Business Analysis, Vendor Management, Start-ups, Business Development, Executive Coaching, Sales, Process Improvement, Financial Analysis, Business Strategy, New Business Development, Cross-functional Team..., Business Planning, Strategic Partnerships, Competitive Analysis, Business Intelligence, Financial Modeling, Project Management, Strategic Financial...
Education
Harvard University 1971 — 1973
MPA
University of Pittsburgh
Bachelor of Arts (B.A.)
GPM Partners LLC 2003 - Present
Fortent 2007 - 2009
Horizon Initiative September 2006 - October 2007
Pan-American Life Insurance Group 2005 - 2007
AXA Advisors 1998 - 2003
AXA-Equitable 1998 - 2003
Citibank 1989 - 1998
Citigroup 1988 - 1998
Skills
Call Center, Insurance, Risk Management, Change Management, Finance, E-business, Financial Services, Product Management, Coaching, Leadership, CRM, Call Centers, Strategy, Program Management, Financial Risk, Banking, Analytics, Management, Portfolio Management, Building Relationships, Entrepreneurship, Business Process..., Management Consulting, Outsourcing, Executive Management, Strategic Planning, Consulting, Project Planning, Mergers & Acquisitions, Analysis, Product Development, Securities, Business Analysis, Vendor Management, Start-ups, Business Development, Executive Coaching, Sales, Process Improvement, Financial Analysis, Business Strategy, New Business Development, Cross-functional Team..., Business Planning, Strategic Partnerships, Competitive Analysis, Business Intelligence, Financial Modeling, Project Management, Strategic Financial...
Education
Harvard University 1971 — 1973
MPA
University of Pittsburgh
Bachelor of Arts (B.A.)
Daniel Satterfield's AXA Advisors Experience October 2006 - November 2006
Job Financial Advisor at Gunnallen Financial
Industry Financial Services
Experience
Gunnallen Financial November 2006 - Present
Axa Advisors October 2006 - November 2006
Raymond James Financial Services October 2004 - May 2005
Education
Hofstra University 2000 — 2004
Gunnallen Financial November 2006 - Present
Axa Advisors October 2006 - November 2006
Raymond James Financial Services October 2004 - May 2005
Education
Hofstra University 2000 — 2004
Bharti Gupta's AXA Advisors Experience January 1999 - August 2000
Job Tax Analyst
Industry Financial Services
Experience
Wolters Kluwer May 2012 - May 2013
Unitek College 2007 - 2008
Growing Stars 2005 - 2007
AXA Advisors January 1999 - August 2000
Southern Company June 1997 - December 1998
Skills
Strategy, Program Management, Product Management, Strategic Planning, Sales, Business Development, Leadership, Marketing, CRM, Training, Finance, Product Marketing, Cross-functional Team..., Management, Competitive Analysis
Education
Miami University 1995 — 1997
MBA, Finance
Miami University 1992 — 1994
MS, Engineering
Indian Institute of Technology, Roorkee 1987 — 1991
BS, Engineering
Wolters Kluwer May 2012 - May 2013
Unitek College 2007 - 2008
Growing Stars 2005 - 2007
AXA Advisors January 1999 - August 2000
Southern Company June 1997 - December 1998
Skills
Strategy, Program Management, Product Management, Strategic Planning, Sales, Business Development, Leadership, Marketing, CRM, Training, Finance, Product Marketing, Cross-functional Team..., Management, Competitive Analysis
Education
Miami University 1995 — 1997
MBA, Finance
Miami University 1992 — 1994
MS, Engineering
Indian Institute of Technology, Roorkee 1987 — 1991
BS, Engineering
Lana Orlovsky's AXA Advisors Experience May 2002 - August 2009
Job Futures Broker at NinjaTrader Brokerage
Industry Investment Management
Experience
NinjaTrader, LLC August 2009 - Present
AXA Advisors May 2002 - August 2009
Skills
Trading, Options, Alternative Investments, Investments, Derivatives, Finance, Financial Markets, Portfolio Management
Education
Illinois Institute of Technology 2004 — 2006
Master's, Finance
NinjaTrader, LLC August 2009 - Present
AXA Advisors May 2002 - August 2009
Skills
Trading, Options, Alternative Investments, Investments, Derivatives, Finance, Financial Markets, Portfolio Management
Education
Illinois Institute of Technology 2004 — 2006
Master's, Finance
Dyke Minix's AXA Advisors Experience June 2002 - January 2004
Job VP: Head Retail Taxable Fixed Income Trader at a Regional Broker Dealer
Industry Financial Services
Experience
Regional Broker Dealer October 2007 - Present
ValuBond 2005 - 2007
AXA Advisors June 2002 - January 2004
Skills
Investment Advisory, Derivatives, Options, Banking, Bonds, Asset Allocation, Securities, Electronic Trading, Portfolio Management, Mutual Funds, Structured Products, Series 63, Investment Banking, FINRA, Emerging Markets, Trading, Financial Analysis, Credit, Fixed Income, Investment Management, Wealth Management, Capital Markets, Bloomberg, Investments, Valuation, Financial Services, Trading Systems, Risk Management, Finance, Hedge Funds, Microsoft Office, Financial Markets, Investment Strategies, Asset Management, Series 7, Equities, Interest Rate..., Equity Trading, Equity Derivatives
Education
Indiana University - Kelley School of Business 1998 — 2002
BD, Marketing
Indiana University Bloomington 1998 — 2002
Regional Broker Dealer October 2007 - Present
ValuBond 2005 - 2007
AXA Advisors June 2002 - January 2004
Skills
Investment Advisory, Derivatives, Options, Banking, Bonds, Asset Allocation, Securities, Electronic Trading, Portfolio Management, Mutual Funds, Structured Products, Series 63, Investment Banking, FINRA, Emerging Markets, Trading, Financial Analysis, Credit, Fixed Income, Investment Management, Wealth Management, Capital Markets, Bloomberg, Investments, Valuation, Financial Services, Trading Systems, Risk Management, Finance, Hedge Funds, Microsoft Office, Financial Markets, Investment Strategies, Asset Management, Series 7, Equities, Interest Rate..., Equity Trading, Equity Derivatives
Education
Indiana University - Kelley School of Business 1998 — 2002
BD, Marketing
Indiana University Bloomington 1998 — 2002
Nicholas Inglese's AXA Advisors Experience October 2011 - March 2012
Job Agency Standards Consultant
Industry Insurance
Experience
Unassociated March 2012 - Present
AXA Advisors October 2011 - March 2012
New York Community Bank August 1997 - February 2011
Green Point Savings Bank January 1996 - January 1997
Royce Investments October 1991 - June 1993
Education
Hofstra University 1987 — 1990
MBA, Management
Hofstra University 1987 — 1990
MBA; BA, Communications
Unassociated March 2012 - Present
AXA Advisors October 2011 - March 2012
New York Community Bank August 1997 - February 2011
Green Point Savings Bank January 1996 - January 1997
Royce Investments October 1991 - June 1993
Education
Hofstra University 1987 — 1990
MBA, Management
Hofstra University 1987 — 1990
MBA; BA, Communications
Jason Speich's AXA Advisors Experience January 2004 - June 2007
Job Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management June 2007 - Present
AXA Advisors January 2004 - June 2007
Grant Thornton 2002 - 2004
Anguil Environmental Europe January 1998 - January 2000
Ford Motor Company 1995 - 1997
Skills
Insurance, Investments, Wealth Management, Estate Planning, 401k, Securities, Finance, Financial Services, Portfolio Management, Retirement Planning, Business Planning, Mutual Funds, Retirement, Fixed Annuities
Education
University of Wisconsin-Madison - School of Business 1999 — 2000
MBA, Finance
Indiana University Bloomington 1991 — 1995
MS, Finance
Whitefish Bay High School 1987 — 1991
GED
St. Monica's 1978 — 1987
Grade School
Vista Wealth Management June 2007 - Present
AXA Advisors January 2004 - June 2007
Grant Thornton 2002 - 2004
Anguil Environmental Europe January 1998 - January 2000
Ford Motor Company 1995 - 1997
Skills
Insurance, Investments, Wealth Management, Estate Planning, 401k, Securities, Finance, Financial Services, Portfolio Management, Retirement Planning, Business Planning, Mutual Funds, Retirement, Fixed Annuities
Education
University of Wisconsin-Madison - School of Business 1999 — 2000
MBA, Finance
Indiana University Bloomington 1991 — 1995
MS, Finance
Whitefish Bay High School 1987 — 1991
GED
St. Monica's 1978 — 1987
Grade School
Benjamin Tindal's AXA Advisors Experience May 1993 - February 2007
Job Business Consultant
Industry Management Consulting
Experience
Independent Contractor / Consultant December 2012 - Present
Foy Enterprises September 2011 - April 2013
The Tindal Group March 2007 - September 2011
AXA Advisors May 1993 - February 2007
AXA Equitable 1993 - 2007
Domtar April 1994 - January 1997
International Paper January 1989 - April 1994
Westvaco June 1984 - December 1988
Allstate May 1983 - May 1984
AT&T June 1982 - May 1983
Skills
Strategic Planning, Financial Analysis, Sales, Recruiting, Investments, Project Management, Business Strategy, Negotiation, Process Improvement, Risk Management, Team Building, Business Development, New Business Development, Business Planning, Management, Budgets, Small Business, Strategy, Direct Sales, Leadership, Insurance, Marketing, Sales Management, Program Management, Sales Operations, Management Consulting, CRM, Entrepreneurship, B2B
Education
Hampton University 1978 — 1982
BS, Management
Independent Contractor / Consultant December 2012 - Present
Foy Enterprises September 2011 - April 2013
The Tindal Group March 2007 - September 2011
AXA Advisors May 1993 - February 2007
AXA Equitable 1993 - 2007
Domtar April 1994 - January 1997
International Paper January 1989 - April 1994
Westvaco June 1984 - December 1988
Allstate May 1983 - May 1984
AT&T June 1982 - May 1983
Skills
Strategic Planning, Financial Analysis, Sales, Recruiting, Investments, Project Management, Business Strategy, Negotiation, Process Improvement, Risk Management, Team Building, Business Development, New Business Development, Business Planning, Management, Budgets, Small Business, Strategy, Direct Sales, Leadership, Insurance, Marketing, Sales Management, Program Management, Sales Operations, Management Consulting, CRM, Entrepreneurship, B2B
Education
Hampton University 1978 — 1982
BS, Management
Aaron Lowhorn's AXA Advisors Experience May 2007 - Present
Job Wealth Manager at AXA Advisors
Industry Investment Management
Experience
AXA Advisors May 2007 - Present
Education
Indiana State University - Scott College of Business 2003 — 2007
Finance, Finance & Economics
AXA Advisors May 2007 - Present
Education
Indiana State University - Scott College of Business 2003 — 2007
Finance, Finance & Economics
Tina Hohman's AXA Advisors Experience 1994 - 2000
Job Director of Client Services at Cleary Gull
Industry Financial Services
Experience
Cleary Gull April 2015 - Present
Cleary Gull April 2007 - March 2015
Argus 2005 - 2006
Northstar Consulting Group 2004 - 2005
Northstar Companies 2000 - 2004
AXA Advisors 1994 - 2000
Skills
Investments, Strategic Planning, Mergers, Series 7, Series 63, Strategy, Strategic Financial..., Budgets, Team Building, Integrated Marketing, ROMI, Coaching, Content Marketing, Mergers & Acquisitions, Marketing, Management, Public Relations, Marketing Communications, Marketing Strategy, Business Development, Insurance, Leadership, Financial Services, Financial Planning, Email Marketing
Education
Illinois State University 1989 — 1993
International Business, Spanish
Cleary Gull April 2015 - Present
Cleary Gull April 2007 - March 2015
Argus 2005 - 2006
Northstar Consulting Group 2004 - 2005
Northstar Companies 2000 - 2004
AXA Advisors 1994 - 2000
Skills
Investments, Strategic Planning, Mergers, Series 7, Series 63, Strategy, Strategic Financial..., Budgets, Team Building, Integrated Marketing, ROMI, Coaching, Content Marketing, Mergers & Acquisitions, Marketing, Management, Public Relations, Marketing Communications, Marketing Strategy, Business Development, Insurance, Leadership, Financial Services, Financial Planning, Email Marketing
Education
Illinois State University 1989 — 1993
International Business, Spanish
Rita Rivas's AXA Advisors Experience August 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
ArtZenses.com January 2009 - July 2013
EFG Capital International Corp. November 2006 - June 2008
Latin Art Gallery January 2002 - August 2005
Ministry of Public Affairs, El Salvador January 2002 - May 2004
Ministry of Public Works, El Salvador March 2000 - May 2000
Inter-American Development Bank January 2000 - March 2000
Citibank Guatemala February 1999 - August 1999
Inter-American Development Bank January 1997 - May 1998
Inter-American Development Bank January 1996 - December 1996
Skills
Long-term Care Planning, Estate Planning..., Retirement Planning..., Risk Management, Wealth Preservation..., Tax-efficient Investing...
Education
IESA 1989 — 1991
Master in Business Administration, Finance, General, MBA
UNC Kenan-Flagler Business School 1990 — 1990
MBA Semester, Finance, General, MBA Semester
Universidad Metropolitana (VE) 1982 — 1987
Civil Engineering, Structural Engineering, Bachelor of Science in Civil Engineering
AXA Advisors August 2013 - Present
ArtZenses.com January 2009 - July 2013
EFG Capital International Corp. November 2006 - June 2008
Latin Art Gallery January 2002 - August 2005
Ministry of Public Affairs, El Salvador January 2002 - May 2004
Ministry of Public Works, El Salvador March 2000 - May 2000
Inter-American Development Bank January 2000 - March 2000
Citibank Guatemala February 1999 - August 1999
Inter-American Development Bank January 1997 - May 1998
Inter-American Development Bank January 1996 - December 1996
Skills
Long-term Care Planning, Estate Planning..., Retirement Planning..., Risk Management, Wealth Preservation..., Tax-efficient Investing...
Education
IESA 1989 — 1991
Master in Business Administration, Finance, General, MBA
UNC Kenan-Flagler Business School 1990 — 1990
MBA Semester, Finance, General, MBA Semester
Universidad Metropolitana (VE) 1982 — 1987
Civil Engineering, Structural Engineering, Bachelor of Science in Civil Engineering
R. Andrew Flores's AXA Advisors Experience August 2007 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors August 2007 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial...
Education
The University of Texas at Austin 2003 — 2007
Bachelor, Business Economics
Harvard University
AXA Institute Graduate
University of Pennsylvania - The Wharton School
Retirement Planning Specialist Certification
AXA Advisors August 2007 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial...
Education
The University of Texas at Austin 2003 — 2007
Bachelor, Business Economics
Harvard University
AXA Institute Graduate
University of Pennsylvania - The Wharton School
Retirement Planning Specialist Certification
Jared Mallimo's AXA Advisors Experience February 2009 - July 2009
Job Account Manager at Compain Anderson Azar, Ltd.
Industry Insurance
Experience
Compain Anderson Azar, Ltd. December 2010 - Present
New York Life Insurance Company July 2009 - December 2010
AXA Advisors February 2009 - July 2009
The Bachrach Group May 2008 - February 2009
Skills
COBRA, 401k, Insurance, Health Insurance, Employee Benefits, Life Insurance, DBL, Long Term Disability, Short Term Disability, Dental Insurance, Vision Insurance, Disability Insurance, Managed Care, Brokers, Finance, Customer Service
Education
Hofstra University 2003 — 2007
BA, Psychology
Seaford High School 1999 — 2003
Compain Anderson Azar, Ltd. December 2010 - Present
New York Life Insurance Company July 2009 - December 2010
AXA Advisors February 2009 - July 2009
The Bachrach Group May 2008 - February 2009
Skills
COBRA, 401k, Insurance, Health Insurance, Employee Benefits, Life Insurance, DBL, Long Term Disability, Short Term Disability, Dental Insurance, Vision Insurance, Disability Insurance, Managed Care, Brokers, Finance, Customer Service
Education
Hofstra University 2003 — 2007
BA, Psychology
Seaford High School 1999 — 2003
Kimberly Schnepp's AXA Advisors Experience 2007 - Present
Job Branch Compliance at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
AXA Equitable January 1997 - Present
Education
Immaculata University 2003 — 2005
Saint Joseph's University
Villanova University
AXA Advisors 2007 - Present
AXA Equitable January 1997 - Present
Education
Immaculata University 2003 — 2005
Saint Joseph's University
Villanova University
Jerrah Crowder's AXA Advisors Experience January 2011 - February 2013
Job
Industry Financial Services
Experience
The Financial Clinic March 2013 - Present
AXA Advisors January 2011 - February 2013
Quest Ink Inc May 2002 - September 2009
Newark Central Planning Board 2005 - 2008
Skills
Retirement, Strategic Planning, Small Business, Financial Services, Risk Management, Managerial Finance, Asset Allocation, Mutual Funds, Long-term Care, Securities
Education
Howard University
The Financial Clinic March 2013 - Present
AXA Advisors January 2011 - February 2013
Quest Ink Inc May 2002 - September 2009
Newark Central Planning Board 2005 - 2008
Skills
Retirement, Strategic Planning, Small Business, Financial Services, Risk Management, Managerial Finance, Asset Allocation, Mutual Funds, Long-term Care, Securities
Education
Howard University
Frank Raney's AXA Advisors Experience March 2009 - September 2009
Job Agent at State Farm
Industry Insurance
Experience
State Farm Agent September 2009 - Present
AXA Advisors March 2009 - September 2009
Improved Wellness Inc. January 2009 - September 2009
Navistar January 2005 - December 2008
Navistar January 2003 - January 2005
Navistar January 1997 - January 2003
Gold Shield of Indiana, Inc. January 1994 - January 1997
Skills
New Business Development, Strategic Planning, Market Analysis, Team Leadership, Customer Relations, Problem Solving, Team Building, Product Development, Negotiation, Product Management, Budgeting, Marketing Strategy, Business Planning, Customer Service, Cross-functional Team..., Process Improvement, Mentoring, Marketing Solutions, Competitive Analysis, Market Research, Account Management, Six Sigma, Public Speaking, Sales Management, Customer Satisfaction
Education
Indiana Wesleyan University 1984 — 1987
MBA, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Chemical Engineering
State Farm Agent September 2009 - Present
AXA Advisors March 2009 - September 2009
Improved Wellness Inc. January 2009 - September 2009
Navistar January 2005 - December 2008
Navistar January 2003 - January 2005
Navistar January 1997 - January 2003
Gold Shield of Indiana, Inc. January 1994 - January 1997
Skills
New Business Development, Strategic Planning, Market Analysis, Team Leadership, Customer Relations, Problem Solving, Team Building, Product Development, Negotiation, Product Management, Budgeting, Marketing Strategy, Business Planning, Customer Service, Cross-functional Team..., Process Improvement, Mentoring, Marketing Solutions, Competitive Analysis, Market Research, Account Management, Six Sigma, Public Speaking, Sales Management, Customer Satisfaction
Education
Indiana Wesleyan University 1984 — 1987
MBA, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Chemical Engineering
Jerran Etherly's AXA Advisors Experience 2003 - 2004
Job Business Manager/Consultant
Industry Real Estate
Experience
OneDetroit Financial Centers LLC August 2012 - October 2014
A. PEARL, LLC June 2005 - October 2014
Ameriprise Financial Services, Inc. August 2004 - April 2006
AXA Advisors 2003 - 2004
Skills
Banking, Retirement Planning, Life Insurance, Sales, Health Insurance, Strategic Planning, Investments, Insurance, Project Management, Term Life Insurance, Fixed Annuities, New Business Development, Finance, Wealth Management, Team Building, Property & Casualty..., Strategic Financial..., Retirement, Asset Managment, Financial Advisory, Real Estate, Investment Properties
Education
Henderson State University 1989 — 1993
B.B.A., Business Management
University of Arkansas of Pine Bluff
Education
OneDetroit Financial Centers LLC August 2012 - October 2014
A. PEARL, LLC June 2005 - October 2014
Ameriprise Financial Services, Inc. August 2004 - April 2006
AXA Advisors 2003 - 2004
Skills
Banking, Retirement Planning, Life Insurance, Sales, Health Insurance, Strategic Planning, Investments, Insurance, Project Management, Term Life Insurance, Fixed Annuities, New Business Development, Finance, Wealth Management, Team Building, Property & Casualty..., Strategic Financial..., Retirement, Asset Managment, Financial Advisory, Real Estate, Investment Properties
Education
Henderson State University 1989 — 1993
B.B.A., Business Management
University of Arkansas of Pine Bluff
Education
Kim Branum's AXA Advisors Experience January 2002 - May 2009
Job Accountant at Defense Finance and Accounting Service
Industry Accounting
Experience
Defense Finance and Accounting Service January 2010 - Present
DFAS 2010 - Present
Indiana State Teachers Association 2009 - January 2010
AXA Advisors January 2002 - May 2009
Valspar - Formerly Lilly Industries May 1997 - June 2001
Lilly Industries, Inc. 1997 - 2001
CBSI November 1995 - May 1997
Blue & Company June 1993 - November 1995
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
BS, Accounting
Defense Finance and Accounting Service January 2010 - Present
DFAS 2010 - Present
Indiana State Teachers Association 2009 - January 2010
AXA Advisors January 2002 - May 2009
Valspar - Formerly Lilly Industries May 1997 - June 2001
Lilly Industries, Inc. 1997 - 2001
CBSI November 1995 - May 1997
Blue & Company June 1993 - November 1995
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
BS, Accounting
Moultrice Thorne's AXA Advisors Experience 1997 - 2008
Job Legal Secretary at Kaiser Foundation Health Plan
Industry Hospital & Health Care
Experience
Kaiser Foundation Health Plan October 2008 - Present
AXA Advisors 1997 - 2008
Woodrow Wilson HS Crew 2002 - 2005
Beers + Cutler 1986 - 1997
Skills
Event Planning, Travel Arrangements, Customer Service, Calendaring, Fundraising
Education
Howard University 1977 — 1980
Liberal Arts
Woodrow Wilson High School
Woodrow Wilson High School
Woodrow Wilson High School
Kaiser Foundation Health Plan October 2008 - Present
AXA Advisors 1997 - 2008
Woodrow Wilson HS Crew 2002 - 2005
Beers + Cutler 1986 - 1997
Skills
Event Planning, Travel Arrangements, Customer Service, Calendaring, Fundraising
Education
Howard University 1977 — 1980
Liberal Arts
Woodrow Wilson High School
Woodrow Wilson High School
Woodrow Wilson High School
Amos Akinyooye's AXA Advisors Experience January 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2009 - Present
Skills
Financial Needs Analysis, Retirement Planning, Estate Planning, College Funding..., Business Sucession..., Long Term Care Insurance
Education
Hofstra University
Bachelor's degree, Accounting
AXA Advisors January 2009 - Present
Skills
Financial Needs Analysis, Retirement Planning, Estate Planning, College Funding..., Business Sucession..., Long Term Care Insurance
Education
Hofstra University
Bachelor's degree, Accounting
Cox Susan's AXA Advisors Experience October 2008 - Present
Job Recruiting Coordinator/Administrative Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Adviors October 2013 - Present
AXA Advisors October 2008 - Present
Detroit Diesel November 2005 - October 2007
Skills
Management, Microsoft Excel, Customer Service, Strategic Planning, Team Building, Financial Analysis, Sales, Finance, Outlook, Sales Management
Education
On Line Lomanet 2012 — 2013
Acheived Certificate (Loma 281) as of 3/23/13, Insurance
Henry Ford Community College 1991 — 1992
Business Administration and Management, General
Dorsey Business Schools-Wayne 1989 — 1990
Word Processing Secretary, Data Processing, Business, Word Processing, Secretary, Diploma Achieved
Virginia Farrell’s Beauty College
Hairdresser, Manicurist, Diploma (License), Achieved
AXA Adviors October 2013 - Present
AXA Advisors October 2008 - Present
Detroit Diesel November 2005 - October 2007
Skills
Management, Microsoft Excel, Customer Service, Strategic Planning, Team Building, Financial Analysis, Sales, Finance, Outlook, Sales Management
Education
On Line Lomanet 2012 — 2013
Acheived Certificate (Loma 281) as of 3/23/13, Insurance
Henry Ford Community College 1991 — 1992
Business Administration and Management, General
Dorsey Business Schools-Wayne 1989 — 1990
Word Processing Secretary, Data Processing, Business, Word Processing, Secretary, Diploma Achieved
Virginia Farrell’s Beauty College
Hairdresser, Manicurist, Diploma (License), Achieved
Andrew Burke's AXA Advisors Experience May 2008 - August 2008
Job Sr. Security Solutions Sales Consultant at Verizon Enterprise Solutions
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions August 2015 - Present
Verizon Enterprise Solutions January 2014 - August 2015
Verizon Enterprise Solutions August 2013 - January 2014
Sayers 2010 - July 2013
Sayers 2010 - 2011
Electronic Arts 2008 - 2009
AXA Advisors May 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Business, Finance
Verizon Enterprise Solutions August 2015 - Present
Verizon Enterprise Solutions January 2014 - August 2015
Verizon Enterprise Solutions August 2013 - January 2014
Sayers 2010 - July 2013
Sayers 2010 - 2011
Electronic Arts 2008 - 2009
AXA Advisors May 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Business, Finance
Nick Balach's AXA Advisors Experience May 2005 - August 2005
Job Assistant Vice President Commercial Banking at Standard Bank & Trust Co.
Industry Banking
Experience
Standard Bank & Trust Co. February 2014 - Present
Standard Bank & Trust Co. June 2010 - January 2014
Standard Bank & Trust Co. April 2007 - May 2010
Standard Bank & Trust Co. May 2006 - March 2007
Standard Bank & Trust Co. February 2006 - April 2006
AXA Advisors May 2005 - August 2005
Skills
Credit, Portfolio Management, Commercial Lending, Commercial Banking, Loans, Sales, Financial Analysis, Credit Risk, Investments, Financial Risk, Finance, Underwriting, Cash Management, Loan Origination, Cross Selling, Analysis
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science Finance, Operations Management, and International Business
Standard Bank & Trust Co. February 2014 - Present
Standard Bank & Trust Co. June 2010 - January 2014
Standard Bank & Trust Co. April 2007 - May 2010
Standard Bank & Trust Co. May 2006 - March 2007
Standard Bank & Trust Co. February 2006 - April 2006
AXA Advisors May 2005 - August 2005
Skills
Credit, Portfolio Management, Commercial Lending, Commercial Banking, Loans, Sales, Financial Analysis, Credit Risk, Investments, Financial Risk, Finance, Underwriting, Cash Management, Loan Origination, Cross Selling, Analysis
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science Finance, Operations Management, and International Business
Paul Wessel's AXA Advisors Experience September 1999 - March 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2006 - Present
AXA Advisors September 1999 - March 2006
Education
Illinois State University 1990 — 1992
Bachelors of Science, Marketing
Elgin Academy 1982 — 1988
College Preperatory, General Studies
Ameriprise Financial Services, Inc. March 2006 - Present
AXA Advisors September 1999 - March 2006
Education
Illinois State University 1990 — 1992
Bachelors of Science, Marketing
Elgin Academy 1982 — 1988
College Preperatory, General Studies
richard cho's AXA Advisors Experience June 2002 - December 2002
Job Equity Trader at Avatar Securities, LLC
Industry Investment Banking
Experience
Avatar Securities, LLC April 2014 - Present
Chimera Securities October 2010 - April 2014
madison proprietary trading group LLC June 2010 - January 2011
Assent LLC January 2003 - June 2010
Hold Brothers February 2005 - June 2007
AXA Advisors June 2002 - December 2002
International Financial Services New York Inc. May 2001 - May 2002
Skills
Equities, Portfolio Management, Trading, Proprietary Trading
Education
Hofstra University 1997 — 2001
Bachelor of Business Administration, Banking and Finance
Avatar Securities, LLC April 2014 - Present
Chimera Securities October 2010 - April 2014
madison proprietary trading group LLC June 2010 - January 2011
Assent LLC January 2003 - June 2010
Hold Brothers February 2005 - June 2007
AXA Advisors June 2002 - December 2002
International Financial Services New York Inc. May 2001 - May 2002
Skills
Equities, Portfolio Management, Trading, Proprietary Trading
Education
Hofstra University 1997 — 2001
Bachelor of Business Administration, Banking and Finance
Lori J Pirrone's AXA Advisors Experience April 2001 - Present
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors April 2001 - Present
American Express Financial Advisors April 2000 - April 2001
Skills
Strategic Financial..., Financial Planners, Risk Management, Small Business, Insurance Planning, Financial Planning
Education
Dale Carnegie 2012 — 2012
Hofstra University 1994 — 1999
BA, Banking & Finance
AXA Advisors April 2001 - Present
American Express Financial Advisors April 2000 - April 2001
Skills
Strategic Financial..., Financial Planners, Risk Management, Small Business, Insurance Planning, Financial Planning
Education
Dale Carnegie 2012 — 2012
Hofstra University 1994 — 1999
BA, Banking & Finance
Claude Thomason's AXA Advisors Experience July 2003 - October 2003
Job Sales Professional
Industry Marketing and Advertising
Experience
hibu (formerly Yellowbook) May 2008 - June 2015
Security National Mortgage April 2007 - April 2008
Peoples Choice Home Loan October 2006 - March 2007
Equibanc Mortgage Corp November 2005 - October 2006
NovaStar Mortgage January 2004 - November 2005
AXA Advisors July 2003 - October 2003
CitiStreet, LLC January 1995 - February 2003
RBC Dain Rauscher October 1993 - October 1994
Prudential Financial, Inc October 1987 - October 1993
National Life Group March 1986 - October 1987
Skills
Sales, Management, Leadership, Research, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Public Speaking, Social Media, Marketing Strategy, New Business Development, Strategy
Education
North Carolina State University 1973 — 1976
Master of Science (MS), Biochemistry
Hampden-Sydney College 1969 — 1973
Bachelor of Science (BS), Chemistry
hibu (formerly Yellowbook) May 2008 - June 2015
Security National Mortgage April 2007 - April 2008
Peoples Choice Home Loan October 2006 - March 2007
Equibanc Mortgage Corp November 2005 - October 2006
NovaStar Mortgage January 2004 - November 2005
AXA Advisors July 2003 - October 2003
CitiStreet, LLC January 1995 - February 2003
RBC Dain Rauscher October 1993 - October 1994
Prudential Financial, Inc October 1987 - October 1993
National Life Group March 1986 - October 1987
Skills
Sales, Management, Leadership, Research, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Public Speaking, Social Media, Marketing Strategy, New Business Development, Strategy
Education
North Carolina State University 1973 — 1976
Master of Science (MS), Biochemistry
Hampden-Sydney College 1969 — 1973
Bachelor of Science (BS), Chemistry
Matthew Beebe's AXA Advisors Experience March 1999 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 63
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (B.A.)
Harvard University
Certificate in Asset Allocation & Wealth Management Strategies
AXA Advisors March 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 63
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (B.A.)
Harvard University
Certificate in Asset Allocation & Wealth Management Strategies
Paul Arnold, CFA's AXA Advisors Experience May 2004 - August 2004
Job Senior Consultant at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates July 2012 - Present
Ibbotson Associates June 2010 - July 2012
Ibbotson Associates August 2007 - June 2010
Bank of America Capital Corporation September 2005 - August 2007
AXA Advisors May 2004 - August 2004
North Shore Community Bank January 1999 - August 2003
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Investments, Financial Modeling, Investment Management, Mutual Funds, Asset Managment, Wealth Management, Fixed Income, Financial Analysis, Strategic Financial..., Derivatives, Financial Markets, Morningstar Direct, Bloomberg, Hedge Funds, Equity Research, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, with honors, Analytical Finance, Economics
Indiana University - Kelley School of Business 2001 — 2005
Bachelors, Finance and International Business
Ibbotson Associates July 2012 - Present
Ibbotson Associates June 2010 - July 2012
Ibbotson Associates August 2007 - June 2010
Bank of America Capital Corporation September 2005 - August 2007
AXA Advisors May 2004 - August 2004
North Shore Community Bank January 1999 - August 2003
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Investments, Financial Modeling, Investment Management, Mutual Funds, Asset Managment, Wealth Management, Fixed Income, Financial Analysis, Strategic Financial..., Derivatives, Financial Markets, Morningstar Direct, Bloomberg, Hedge Funds, Equity Research, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, with honors, Analytical Finance, Economics
Indiana University - Kelley School of Business 2001 — 2005
Bachelors, Finance and International Business
Daniel J. Hughes's AXA Advisors Experience November 2012 - May 2013
Job Associate Teacher at Avenues: The World School
Industry Primary/Secondary Education
Experience
Avenues: The World School August 2014 - Present
ZocDoc July 2013 - August 2013
AXA Advisors November 2012 - May 2013
The Alexander Hamilton Institute for the Study of Western Civilization June 2012 - July 2012
Blue Dot World June 2011 - August 2011
CraftNetwork LLC June 2010 - July 2010
Education
Hamilton College 2008 — 2012
B.A., Economics
The American School in London 2004 — 2008
Avenues: The World School August 2014 - Present
ZocDoc July 2013 - August 2013
AXA Advisors November 2012 - May 2013
The Alexander Hamilton Institute for the Study of Western Civilization June 2012 - July 2012
Blue Dot World June 2011 - August 2011
CraftNetwork LLC June 2010 - July 2010
Education
Hamilton College 2008 — 2012
B.A., Economics
The American School in London 2004 — 2008
Joshua Ellison's AXA Advisors Experience August 2012 - January 2013
Job Customer service and inside sales rep at TriState Crating & Pallet Co.
Industry Financial Services
Experience
Tri-State Crating & Pallet Co. March 2014 - Present
Beacon Wealth Management November 2013 - February 2014
Wall Street Trading, LLC April 2013 - October 2013
AXA Advisors August 2012 - January 2013
Skills
Retirement Planning, Finance, Asset Management, Fixed Annuities, Retirement
Education
Hofstra University 2005 — 2012
Tri-State Crating & Pallet Co. March 2014 - Present
Beacon Wealth Management November 2013 - February 2014
Wall Street Trading, LLC April 2013 - October 2013
AXA Advisors August 2012 - January 2013
Skills
Retirement Planning, Finance, Asset Management, Fixed Annuities, Retirement
Education
Hofstra University 2005 — 2012
Barbara Kurzrok's AXA Advisors Experience January 2006 - Present
Job AgentManager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2006 - Present
Skills
Member of Sweet..., Active in Friends of...
Education
Hofstra University
B.A., Education, Psychology
AXA Advisors January 2006 - Present
Skills
Member of Sweet..., Active in Friends of...
Education
Hofstra University
B.A., Education, Psychology
David Phillipe de Rothschild's AXA Advisors Experience January 1990 - Present
Job Managing Director at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1990 - Present
The Rothschild Banque June 1980 - January 1990
Education
Harvard Business School 1978 — 1980
Highest Distinction
University of Cambridge 1975 — 1978
Bsc., Theoretical and Mathematical Physics, 1st Class Honours
AXA Advisors January 1990 - Present
The Rothschild Banque June 1980 - January 1990
Education
Harvard Business School 1978 — 1980
Highest Distinction
University of Cambridge 1975 — 1978
Bsc., Theoretical and Mathematical Physics, 1st Class Honours
Kevin Kingston's AXA Advisors Experience June 1976 - June 1987
Job President at Kingston Financial Group Inc.
Industry Financial Services
Experience
Kingston Financial Group Inc. June 1987 - Present
AXA Advisors June 1976 - June 1987
Skills
Strategic Planning, Management, Leadership, Microsoft Office, Business Strategy, Team Building
Education
Illinois State University 1972 — 1976
Business Administration and Management, General
University of Illinois at Urbana-Champaign
Advertising
Kingston Financial Group Inc. June 1987 - Present
AXA Advisors June 1976 - June 1987
Skills
Strategic Planning, Management, Leadership, Microsoft Office, Business Strategy, Team Building
Education
Illinois State University 1972 — 1976
Business Administration and Management, General
University of Illinois at Urbana-Champaign
Advertising
Mary Hoskins's AXA Advisors Experience January 1999 - January 2005
Job Program Administrative/Human Resource at Positive Growth Counseling Center
Industry Hospital & Health Care
Experience
Positive Growth Counseling Center Insurance Verification/Patient Service RepresentativeSpivey Station Sugery Center2010 - 2011
CIBA Vision January 2006 - June 2008
AXA Advisors January 1999 - January 2005
LUCKY FIANANCE January 1997 - January 1999
COBB FINANCE January 1996 - January 1997
Skills
Healthcare, Customer Service, Management, Employee Benefits, HIPAA, Project Planning, Insurance, Accounts Receivable, EHR, Hospitals, Databases, EMR, Managed Care, Clinical Research, Medical Devices, Process Improvement, Healthcare Information..., Health Insurance, Data Analysis, Microsoft Excel, Leadership
Education
HERZING UNIVERSITY 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.8
Herzing University-Atlanta 2011 — 2012
Associate’s Degree, Medical Billing and Insurance Coding, 3.8
Positive Growth Counseling Center Insurance Verification/Patient Service RepresentativeSpivey Station Sugery Center2010 - 2011
CIBA Vision January 2006 - June 2008
AXA Advisors January 1999 - January 2005
LUCKY FIANANCE January 1997 - January 1999
COBB FINANCE January 1996 - January 1997
Skills
Healthcare, Customer Service, Management, Employee Benefits, HIPAA, Project Planning, Insurance, Accounts Receivable, EHR, Hospitals, Databases, EMR, Managed Care, Clinical Research, Medical Devices, Process Improvement, Healthcare Information..., Health Insurance, Data Analysis, Microsoft Excel, Leadership
Education
HERZING UNIVERSITY 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.8
Herzing University-Atlanta 2011 — 2012
Associate’s Degree, Medical Billing and Insurance Coding, 3.8
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO