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
Dennis Roche Dennis Roche's AXA Advisors Experience December 2013 - June 2014
Job Analyst at MatlinPatterson Credit Trading | United States Marine Corps Veteran
Industry Financial Services
Experience
MatlinPatterson Credit Trading October 2014 - Present
Gabriel Partners, LLC June 2014 - October 2014
AXA Advisors December 2013 - June 2014
Skylight Financial Group April 2013 - December 2013
Global Cleveland December 2012 - May 2013
United States Marine Corps April 2010 - February 2012
United States Marine Corps June 2008 - May 2010
Skills
Team Leadership, Program Management, Military, CRM, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Logistics, Leadership, Customer Service, Microsoft Word, Strategic Planning, Security Clearance, Team Building, Social Media, Leadership Development, Research, Project Management, Data Analysis, Entrepreneurship, Government, Training, Financial Analysis
Education
John Carroll University 2012 — 2014
Bachelor of Science (BS), Finance
Miami University 2006 — 2008
University School 2002 — 2006
St. Gregory the Great 1993 — 2002
MatlinPatterson Credit Trading October 2014 - Present
Gabriel Partners, LLC June 2014 - October 2014
AXA Advisors December 2013 - June 2014
Skylight Financial Group April 2013 - December 2013
Global Cleveland December 2012 - May 2013
United States Marine Corps April 2010 - February 2012
United States Marine Corps June 2008 - May 2010
Skills
Team Leadership, Program Management, Military, CRM, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Logistics, Leadership, Customer Service, Microsoft Word, Strategic Planning, Security Clearance, Team Building, Social Media, Leadership Development, Research, Project Management, Data Analysis, Entrepreneurship, Government, Training, Financial Analysis
Education
John Carroll University 2012 — 2014
Bachelor of Science (BS), Finance
Miami University 2006 — 2008
University School 2002 — 2006
St. Gregory the Great 1993 — 2002
Dean McKibben Dean McKibben's AXA Advisors Experience May 2009 - July 2009
Job New Product Development Manager, NRG Business Solutions at NRG Energy
Industry Oil & Energy
Experience
NRG Energy June 2015 - Present
PowerPlan, Inc. May 2014 - August 2014
Cameron January 2014 - May 2014
CLEAResult Family of Companies November 2012 - February 2014
CLEAResult Family of Companies May 2010 - November 2012
CLEAResult Family of Companies July 2009 - May 2010
AXA Advisors May 2009 - July 2009
AXA Advisors January 2007 - December 2007
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor’s Degree
NRG Energy June 2015 - Present
PowerPlan, Inc. May 2014 - August 2014
Cameron January 2014 - May 2014
CLEAResult Family of Companies November 2012 - February 2014
CLEAResult Family of Companies May 2010 - November 2012
CLEAResult Family of Companies July 2009 - May 2010
AXA Advisors May 2009 - July 2009
AXA Advisors January 2007 - December 2007
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor’s Degree
Robbi Wolff's AXA Advisors Experience January 2011 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
AXA Advisors, MJM and Associates December 2007 - December 2010
Wells Fargo September 2006 - August 2007
Pischke Motors April 2005 - May 2006
Dahl Automotive December 2003 - April 2005
Skills
Estate Planning, Small Business, Portfolio Management, Strategic Financial..., Finance, Wealth, Management, Banking, Asset Management, Asset Allocation, Annuity Sales, Long-term Care, Qualified Retirement..., Retirement Planning, 401k Rollovers, Retirement Income...
Education
Winona State University 2001 — 2004
Master of Science (MS), Counselor Education
Western Illinois University 1999 — 2000
Bachelor's Degree, Psychology
Knox College 1996 — 1999
Psychology
AXA Advisors January 2011 - Present
AXA Advisors, MJM and Associates December 2007 - December 2010
Wells Fargo September 2006 - August 2007
Pischke Motors April 2005 - May 2006
Dahl Automotive December 2003 - April 2005
Skills
Estate Planning, Small Business, Portfolio Management, Strategic Financial..., Finance, Wealth, Management, Banking, Asset Management, Asset Allocation, Annuity Sales, Long-term Care, Qualified Retirement..., Retirement Planning, 401k Rollovers, Retirement Income...
Education
Winona State University 2001 — 2004
Master of Science (MS), Counselor Education
Western Illinois University 1999 — 2000
Bachelor's Degree, Psychology
Knox College 1996 — 1999
Psychology
Michael Crespin's AXA Advisors Experience January 2011 - June 2013
Job at
Industry Financial Services
Experience
Financial Services Company July 2013 - Present
AXA Advisors January 2011 - June 2013
Skills
Financial Planners, Retirement Benefits, Life & Health Insurance..., Series 7, Series 66, Retirement Savings, Qualified Retirement..., Series 63, Retirement, Uniform Combined State..., Financial Planning, Fixed Annuities, Accounting, Investments, Mutual Funds, Finance, Financial Services, Insurance, IRAs
Education
Johnson & Wales University-Denver 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Financial Services Company July 2013 - Present
AXA Advisors January 2011 - June 2013
Skills
Financial Planners, Retirement Benefits, Life & Health Insurance..., Series 7, Series 66, Retirement Savings, Qualified Retirement..., Series 63, Retirement, Uniform Combined State..., Financial Planning, Fixed Annuities, Accounting, Investments, Mutual Funds, Finance, Financial Services, Insurance, IRAs
Education
Johnson & Wales University-Denver 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Brandie Reid's AXA Advisors Experience June 2015 - Present
Job Receptionist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Gene Juarez Salons & Spas January 2015 - May 2015
Northwest Multiple Listing Service November 2013 - October 2014
Applebee's January 2013 - October 2013
Ingersoll Rand February 2011 - January 2012
Hillcrest Transitional Housing July 2010 - April 2011
CVS Pharmacy April 2006 - July 2007
Tj Electronics April 2001 - March 2005
Golden Years June 1999 - April 2001
Country Kitchen February 1997 - June 1999
Skills
Customer Service, Management, Receptionist Duties, Data Entry, Call Center, Nursing, Microsoft Office, Office Equipment, Waitressing, Customer Satisfaction, Sales, Accounts Receivable, Accounts Payable, Inventory Management, Leadership, Problem Solving, Dedicated to work, Highly motivated..., Security, Call Centers, Troubleshooting, Human Resources, Works well in a team, Telephone Skills, Time Management, Payroll, Administrative..., Access
Education
Bellevue College 2013 — 2015
ASSOCIATE ARTS GENERAL STUDIES, Business Administration and Management, General, 3.38
Johnson County Community College 2011 — 2013
Business Administration and Management, General
Clinton High School 1995 — 2002
Diploma, General Studies
AXA Advisors June 2015 - Present
Gene Juarez Salons & Spas January 2015 - May 2015
Northwest Multiple Listing Service November 2013 - October 2014
Applebee's January 2013 - October 2013
Ingersoll Rand February 2011 - January 2012
Hillcrest Transitional Housing July 2010 - April 2011
CVS Pharmacy April 2006 - July 2007
Tj Electronics April 2001 - March 2005
Golden Years June 1999 - April 2001
Country Kitchen February 1997 - June 1999
Skills
Customer Service, Management, Receptionist Duties, Data Entry, Call Center, Nursing, Microsoft Office, Office Equipment, Waitressing, Customer Satisfaction, Sales, Accounts Receivable, Accounts Payable, Inventory Management, Leadership, Problem Solving, Dedicated to work, Highly motivated..., Security, Call Centers, Troubleshooting, Human Resources, Works well in a team, Telephone Skills, Time Management, Payroll, Administrative..., Access
Education
Bellevue College 2013 — 2015
ASSOCIATE ARTS GENERAL STUDIES, Business Administration and Management, General, 3.38
Johnson County Community College 2011 — 2013
Business Administration and Management, General
Clinton High School 1995 — 2002
Diploma, General Studies
Grant Bughman Grant Bughman's AXA Advisors Experience May 2000 - July 2002
Job Senior Equity Strategist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management May 2008 - Present
UBS Global Asset Management March 2005 - May 2008
AIG SunAmerica July 2002 - March 2005
AXA Advisors May 2000 - July 2002
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Asset Managment, Investments, Equities, Separately Managed..., Portfolio Management, Bloomberg, FINRA, Public Speaking, Sales, Client Presentation, Technical Writing, Marketing Communications, Competitive Analysis, Asset Management
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Global Asset Management May 2008 - Present
UBS Global Asset Management March 2005 - May 2008
AIG SunAmerica July 2002 - March 2005
AXA Advisors May 2000 - July 2002
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Asset Managment, Investments, Equities, Separately Managed..., Portfolio Management, Bloomberg, FINRA, Public Speaking, Sales, Client Presentation, Technical Writing, Marketing Communications, Competitive Analysis, Asset Management
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Natasha Araujo's AXA Advisors Experience October 2014 - Present
Job Proficient in Spanish and English, I show motivation and enthusiasm in everyhting I do.
Industry Retail
Experience
AXA Advisors October 2014 - Present
AT&T July 2014 - Present
IMA Private School December 2012 - May 2014
Sprint July 2008 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, HTML, Windows, C, C, Java, Recruiting, Outlook, Customer Service, Team Leadership
Education
Lake-Sumter Community College
Bachelor's degree, International/Global Studies
AXA Advisors October 2014 - Present
AT&T July 2014 - Present
IMA Private School December 2012 - May 2014
Sprint July 2008 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, HTML, Windows, C, C, Java, Recruiting, Outlook, Customer Service, Team Leadership
Education
Lake-Sumter Community College
Bachelor's degree, International/Global Studies
Doug Everett, CFP® Doug Everett, CFP®'s AXA Advisors Experience July 1999 - June 2008
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners 2008 - August 2014
Children's Cancer Association March 2012 - March 2013
AXA Advisors July 1999 - June 2008
Ameriprise Financial Services, Inc. December 1984 - July 1999
Skills
Retirement Planning
Education
Kent State University 1977 — 1981
B.B.A., Marketing and Business Management
Lisbon David Anderson 1973 — 1977
Voya Financial Advisors September 2014 - Present
ING Financial Partners 2008 - August 2014
Children's Cancer Association March 2012 - March 2013
AXA Advisors July 1999 - June 2008
Ameriprise Financial Services, Inc. December 1984 - July 1999
Skills
Retirement Planning
Education
Kent State University 1977 — 1981
B.B.A., Marketing and Business Management
Lisbon David Anderson 1973 — 1977
Bridget Craig's AXA Advisors Experience 2006 - 2008
Job Learning Solutions Applications Consultant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Waddell & Reed January 2015 - Present
Waddell & Reed September 2012 - December 2014
Waddell & Reed March 2011 - September 2012
Waddell & Reed Financial Services October 2009 - March 2011
Softek Solutions, Inc. March 2008 - July 2009
AXA Advisors 2006 - 2008
Skills
Public Speaking, Training, Leadership Development, Human Resources, Event Planning, Organizational..., Leadership
Education
Kansas State University 2008 — 2010
Masters, Industrial and Organizational, Psychology
Kansas State University 2002 — 2006
Bachelor of Science (BS), Psychology
Richard E White's AXA Advisors Experience July 2007 - May 2010
Job Senior Manager Risk Mitigation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. May 2010 - January 2014
AXA Advisors July 2007 - May 2010
AIG Retirement Services November 2003 - July 2007
Larson Allen Financial, LLC November 2002 - November 2003
ING Advisors Network September 2000 - October 2002
Prudential Insurance March 1997 - September 2000
Skills
Compliance, Operations Management, Leadership, Sales Operations, Management, Risk Management, Securities, Cross-functional Team..., Team Leadership, Insurance, Recruiting, Mutual Funds, Marketing, Project Management, Strategy
Education
Keller Graduate School of Management of DeVry University
MBA, Finance
University of Michigan 1989 — 1993
BA, Political Science
South high School 1985 — 1989
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. May 2010 - January 2014
AXA Advisors July 2007 - May 2010
AIG Retirement Services November 2003 - July 2007
Larson Allen Financial, LLC November 2002 - November 2003
ING Advisors Network September 2000 - October 2002
Prudential Insurance March 1997 - September 2000
Skills
Compliance, Operations Management, Leadership, Sales Operations, Management, Risk Management, Securities, Cross-functional Team..., Team Leadership, Insurance, Recruiting, Mutual Funds, Marketing, Project Management, Strategy
Education
Keller Graduate School of Management of DeVry University
MBA, Finance
University of Michigan 1989 — 1993
BA, Political Science
South high School 1985 — 1989
Brian Vance Brian Vance's AXA Advisors Experience April 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
TRC Worldwide Engineering, Inc. August 2012 - March 2013
Red Dot Buildings May 2002 - April 2012
Spencer Reed Group July 1997 - May 2002
Van Deurzen and Associates May 1994 - July 1997
Skills
Registered Investment..., Financial Analysis, Investment Advisory, Retirement Planning, Executive Team, Business Development, Business Strategy, Management, Strategic Planning, Business Analysis, Project Management, Strategic Financial..., Financial Services, Personal Financial..., Wealth Management, Investment Advisory..., Financial Strategy, Insurance Strategies, Business Succession..., Executive Benefit..., Risk Management, Wealth Preservation..., Tax-efficient Investing..., Tax-deferred Investment..., IRA Distribution..., 401(k) Distribution...
Education
University of Texas at Tyler 2002 — 2004
MBA, Business Administration, Management and Operations
Kansas State University 1994 — 1996
Master of Science, Structural Engineering
Kansas State University 1991 — 1994
Bachelor of Science, Civil Engineering
Blue Valley North 1986 — 1991
AXA Advisors April 2013 - Present
TRC Worldwide Engineering, Inc. August 2012 - March 2013
Red Dot Buildings May 2002 - April 2012
Spencer Reed Group July 1997 - May 2002
Van Deurzen and Associates May 1994 - July 1997
Skills
Registered Investment..., Financial Analysis, Investment Advisory, Retirement Planning, Executive Team, Business Development, Business Strategy, Management, Strategic Planning, Business Analysis, Project Management, Strategic Financial..., Financial Services, Personal Financial..., Wealth Management, Investment Advisory..., Financial Strategy, Insurance Strategies, Business Succession..., Executive Benefit..., Risk Management, Wealth Preservation..., Tax-efficient Investing..., Tax-deferred Investment..., IRA Distribution..., 401(k) Distribution...
Education
University of Texas at Tyler 2002 — 2004
MBA, Business Administration, Management and Operations
Kansas State University 1994 — 1996
Master of Science, Structural Engineering
Kansas State University 1991 — 1994
Bachelor of Science, Civil Engineering
Blue Valley North 1986 — 1991
Jennifer King, CFP®'s AXA Advisors Experience 2009 - 2012
Job President, Financial Planning Association of Northeast Florida
Industry Financial Services
Experience
BB&T Wealth June 2014 - Present
Waddell & Reed 2012 - 2014
AXA Advisors 2009 - 2012
SunTrust Bank 2006 - 2009
Prudential Financial 2000 - 2004
US Navy 1995 - 2000
Skills
Training, Management, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Services, CRM, Banking, Finance, Asset Allocation, Sales, Leadership, Strategic Planning, Insurance
Education
Jacksonville University 1991 — 1995
B.S., Aviation Management
BB&T Wealth June 2014 - Present
Waddell & Reed 2012 - 2014
AXA Advisors 2009 - 2012
SunTrust Bank 2006 - 2009
Prudential Financial 2000 - 2004
US Navy 1995 - 2000
Skills
Training, Management, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Services, CRM, Banking, Finance, Asset Allocation, Sales, Leadership, Strategic Planning, Insurance
Education
Jacksonville University 1991 — 1995
B.S., Aviation Management
Larry Mantle Larry Mantle's AXA Advisors Experience January 1994 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1994 - Present
Hummel's Office Plus January 1990 - January 1994
American Home Products February 1987 - March 1989
Covidien January 1970 - January 1989
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, 401k, IRAs, Mutual Funds, Investment Advisory, Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Series 65, Series 6
Education
Utica College of Syracuse University 1968 — 1970
Bachelor of Business Administration (BBA), Production Management
Jefferson Community College 1966 — 1968
Associate's degree, Business Administration and Management, General
AXA Advisors January 1994 - Present
Hummel's Office Plus January 1990 - January 1994
American Home Products February 1987 - March 1989
Covidien January 1970 - January 1989
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, 401k, IRAs, Mutual Funds, Investment Advisory, Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Series 65, Series 6
Education
Utica College of Syracuse University 1968 — 1970
Bachelor of Business Administration (BBA), Production Management
Jefferson Community College 1966 — 1968
Associate's degree, Business Administration and Management, General
Nicholas Timm's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Best Buy July 2013 - March 2015
Mount Mercy University March 2014 - May 2014
Education
Mount Mercy University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance; Marketing
Kirkwood Community College 2010 — 2012
Associate's Degree, Pre-Business
Williamsburg Jr./Sr. High School 2006 — 2010
High School
AXA Advisors May 2014 - Present
Best Buy July 2013 - March 2015
Mount Mercy University March 2014 - May 2014
Education
Mount Mercy University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance; Marketing
Kirkwood Community College 2010 — 2012
Associate's Degree, Pre-Business
Williamsburg Jr./Sr. High School 2006 — 2010
High School
Josh Nigg Josh Nigg's AXA Advisors Experience 2005 - 2007
Job Manager BrokerDealer Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group March 2012 - March 2014
Principal Financial Group October 2008 - February 2012
Principal Financial Group 2007 - 2008
AXA Advisors 2005 - 2007
Halvorson Trane 2003 - 2005
Trane January 1997 - March 2003
Skills
Business Analysis, Business Planning, Investments, Strategic Planning, Product Management, Customer Service, Data Analysis, Product Development, New Business Development, Microsoft Excel, Microsoft Office, Management, HVAC Design, Energy analysis software, Series 7, Series 66, Series 24, Series 53, Certified Financial...
Education
Kaplan University 2004 — 2005
Certificate of Financial Planning, Financial Planning and Services
Iowa State University 1992 — 1996
BS, Mechanical Engineering
Principal Financial Group March 2014 - Present
Principal Financial Group March 2012 - March 2014
Principal Financial Group October 2008 - February 2012
Principal Financial Group 2007 - 2008
AXA Advisors 2005 - 2007
Halvorson Trane 2003 - 2005
Trane January 1997 - March 2003
Skills
Business Analysis, Business Planning, Investments, Strategic Planning, Product Management, Customer Service, Data Analysis, Product Development, New Business Development, Microsoft Excel, Microsoft Office, Management, HVAC Design, Energy analysis software, Series 7, Series 66, Series 24, Series 53, Certified Financial...
Education
Kaplan University 2004 — 2005
Certificate of Financial Planning, Financial Planning and Services
Iowa State University 1992 — 1996
BS, Mechanical Engineering
Valerie Hendricks-Giacobini Valerie Hendricks-Giacobini's AXA Advisors Experience March 1997 - Present
Job Executive Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1997 - Present
Education
Katherine Gibbs School 1972 — 1973
Administrative Assistant and Secretarial Science, General
Holy Family High School, South Huntington, New York 1968 — 1972
Academic
AXA Advisors March 1997 - Present
Education
Katherine Gibbs School 1972 — 1973
Administrative Assistant and Secretarial Science, General
Holy Family High School, South Huntington, New York 1968 — 1972
Academic
Donald Mathis Donald Mathis's AXA Advisors Experience January 2008 - May 2010
Job Office Manager/Marketing Coordinator at Marshall Financial Advisors
Industry Financial Services
Experience
Marshall Financial Advisors June 2010 - Present
AXA Advisors January 2008 - May 2010
Primerica March 2006 - January 2008
Skills
Financial Advisory, Marketing Analytics, Marketing Research, marketing planning, Marketing Communications, marketing..., social media, social media marketing
Education
Iowa State University
Associate of Arts (AA)
Marshall Financial Advisors June 2010 - Present
AXA Advisors January 2008 - May 2010
Primerica March 2006 - January 2008
Skills
Financial Advisory, Marketing Analytics, Marketing Research, marketing planning, Marketing Communications, marketing..., social media, social media marketing
Education
Iowa State University
Associate of Arts (AA)
James Ison, MSA, CFP ® James Ison, MSA, CFP ®'s AXA Advisors Experience January 2006 - December 2009
Job CFP ® practitioner and tax planner for professionals and retirees.
Industry Financial Services
Experience
Ison Financial Planning October 2013 - Present
Ison Tax & Accounting January 2014 - Present
Hermening Financial Group LLC January 2010 - October 2013
First Allied Securities, Inc. January 2010 - October 2013
AXA Advisors January 2006 - December 2009
US Army May 1997 - May 2006
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planning, Retirement, Investments, Wealth Management, Finance, Insurance, Financial Analysis, Series 7, IRAs, Wealth, Tax, Portfolio Management, Business Planning, Asset Allocation, Financial Planners, Wealth Transfer, Wealth Preservation, Personal Finance, Estate Planning, Mutual Funds, Investment Advisory, 401k, Fixed Annuities, Securities, Investment Management, Wealth Accumulation, Financial Goals, Certified Financial..., Roth IRA, FINRA, Tax Preparation, Tax Accounting, Personal Tax Planning, Tax Returns, Traditional IRA, SEP IRA, Simple IRA, Life Insurance, Small Business Tax, Public Speaking
Education
Kaplan University-Davenport Campus 2013 — 2015
Masters of Science in Accounting, Taxation, 4.0
University of Wisconsin-Whitewater 2004 — 2006
BBA-Finance, Emphasis: Financial Planning
University of Wisconsin-Marathon County 2000 — 2004
Associates, General
Ison Financial Planning October 2013 - Present
Ison Tax & Accounting January 2014 - Present
Hermening Financial Group LLC January 2010 - October 2013
First Allied Securities, Inc. January 2010 - October 2013
AXA Advisors January 2006 - December 2009
US Army May 1997 - May 2006
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planning, Retirement, Investments, Wealth Management, Finance, Insurance, Financial Analysis, Series 7, IRAs, Wealth, Tax, Portfolio Management, Business Planning, Asset Allocation, Financial Planners, Wealth Transfer, Wealth Preservation, Personal Finance, Estate Planning, Mutual Funds, Investment Advisory, 401k, Fixed Annuities, Securities, Investment Management, Wealth Accumulation, Financial Goals, Certified Financial..., Roth IRA, FINRA, Tax Preparation, Tax Accounting, Personal Tax Planning, Tax Returns, Traditional IRA, SEP IRA, Simple IRA, Life Insurance, Small Business Tax, Public Speaking
Education
Kaplan University-Davenport Campus 2013 — 2015
Masters of Science in Accounting, Taxation, 4.0
University of Wisconsin-Whitewater 2004 — 2006
BBA-Finance, Emphasis: Financial Planning
University of Wisconsin-Marathon County 2000 — 2004
Associates, General
Mason Durand Mason Durand's AXA Advisors Experience January 2008 - February 2010
Job Assistant Vice President, Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2014 - Present
OppenheimerFunds, Inc March 2010 - October 2014
AXA Advisors January 2008 - February 2010
Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance
Education
SUNY Oswego 2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jefferson Community College 2002 — 2004
Associate's degree
Legg Mason October 2014 - Present
OppenheimerFunds, Inc March 2010 - October 2014
AXA Advisors January 2008 - February 2010
Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance
Education
SUNY Oswego 2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jefferson Community College 2002 — 2004
Associate's degree
Gordon Cummings Gordon Cummings's AXA Advisors Experience August 2013 - November 2013
Job Chief Financial Officer at Mote LLC.
Industry Online Media
Experience
Mote LLC. April 2014 - Present
Eleven Publishing Group November 2013 - Present
AXA Advisors August 2013 - November 2013
Merrill Lynch March 2012 - April 2013
Palm Beach Yachts & Motorsport Museum January 2012 - March 2012
Skills
Business Development, Finance, Entrepreneurship, Business Strategy, Sales, Marketing, Advertising, Investments, Networking, Wealth Management, Portfolio Management, Risk Management, Microsoft Office, Customer Retention, Computer Proficiency, Digital Media, Content Delivery, Online Advertising, Agency Relationship..., Mutual Funds
Education
James Madison University 2007 — 2011
BS, Economics
Louisa County High School 2004 — 2007
Woodberry Forest School 2003 — 2004
Mote LLC. April 2014 - Present
Eleven Publishing Group November 2013 - Present
AXA Advisors August 2013 - November 2013
Merrill Lynch March 2012 - April 2013
Palm Beach Yachts & Motorsport Museum January 2012 - March 2012
Skills
Business Development, Finance, Entrepreneurship, Business Strategy, Sales, Marketing, Advertising, Investments, Networking, Wealth Management, Portfolio Management, Risk Management, Microsoft Office, Customer Retention, Computer Proficiency, Digital Media, Content Delivery, Online Advertising, Agency Relationship..., Mutual Funds
Education
James Madison University 2007 — 2011
BS, Economics
Louisa County High School 2004 — 2007
Woodberry Forest School 2003 — 2004
Chad Bosch Chad Bosch's AXA Advisors Experience January 2011 - Present
Job Bosch Financial, Inc. Vice President
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
Bosch Financial, Inc. January 2000 - Present
Education
University of Northern Iowa 1996 — 1999
Bachelor of Arts (BA), Education
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), General Studies
AXA Advisors January 2011 - Present
Bosch Financial, Inc. January 2000 - Present
Education
University of Northern Iowa 1996 — 1999
Bachelor of Arts (BA), Education
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), General Studies
Domenico DeCarlo Domenico DeCarlo's AXA Advisors Experience August 2007 - May 2008
Job Wholesaler at Wisdom Tree
Industry Financial Services
Experience
WisdomTree Asset Management July 2011 - Present
Legg Mason May 2008 - June 2011
AXA Advisors August 2007 - May 2008
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Separately Managed..., Series 7, Series 63, ETFs, Alternative Investments, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Securities, 401k, Retirement Planning, Retirement, Asset Managment, Uniform Combined State..., Financial Markets
Education
Johnson and Wales University 2005 — 2007
B.S., Financial Service Management
Saint Petersburg State University of Economics and Finance 2006 — 2006
Finance
State University of New York College at Oneonta 2003 — 2005
Business Economics
WisdomTree Asset Management July 2011 - Present
Legg Mason May 2008 - June 2011
AXA Advisors August 2007 - May 2008
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Separately Managed..., Series 7, Series 63, ETFs, Alternative Investments, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Securities, 401k, Retirement Planning, Retirement, Asset Managment, Uniform Combined State..., Financial Markets
Education
Johnson and Wales University 2005 — 2007
B.S., Financial Service Management
Saint Petersburg State University of Economics and Finance 2006 — 2006
Finance
State University of New York College at Oneonta 2003 — 2005
Business Economics
Patrick Shreve Jr.'s AXA Advisors Experience December 2013 - May 2015
Job Business Development Associate
Industry Financial Services
Experience
Holland Parker May 2015 - Present
AXA Advisors December 2013 - May 2015
St. Luke's Episcopal High School January 2013 - June 2013
State Farm August 2012 - December 2012
Anheuser-Busch Distributors of Mobile, Al June 2008 - August 2010
Education
Nicholls State University 2010 — 2012
Bachelor of Science Degree, Business Administration: Pre-Law
James H Faulkner State Community College 2008 — 2010
Holland Parker May 2015 - Present
AXA Advisors December 2013 - May 2015
St. Luke's Episcopal High School January 2013 - June 2013
State Farm August 2012 - December 2012
Anheuser-Busch Distributors of Mobile, Al June 2008 - August 2010
Education
Nicholls State University 2010 — 2012
Bachelor of Science Degree, Business Administration: Pre-Law
James H Faulkner State Community College 2008 — 2010
Ross Menke's AXA Advisors Experience December 2010 - April 2014
Job Investment Manager at Prosperity Wealth Management, LLC
Industry Financial Services
Experience
Prosperity Wealth Management, LLC April 2014 - Present
AXA Advisors December 2010 - April 2014
Waddell & Reed May 2010 - July 2010
Pride Neon, Inc. 2005 - 2009
Skills
Finance, Insurance, Securities, Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Mutual Funds, Customer Service, Financial Planning, Team Building, Social Media Marketing, Financial Analysis, Leadership
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Prosperity Wealth Management, LLC April 2014 - Present
AXA Advisors December 2010 - April 2014
Waddell & Reed May 2010 - July 2010
Pride Neon, Inc. 2005 - 2009
Skills
Finance, Insurance, Securities, Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Mutual Funds, Customer Service, Financial Planning, Team Building, Social Media Marketing, Financial Analysis, Leadership
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Randall Hoover Randall Hoover's AXA Advisors Experience July 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors July 2015 - Present
Velocity Advisors-OneAmerica General Agency June 2014 - June 2015
Salem Communications January 2014 - May 2014
Sherwin-Williams Paints May 2013 - August 2013
Skills
Microsoft Office, Leadership, PowerPoint, Sales, Marketing, Customer Service, Event Management
Education
John Carroll University 2011 — 2015
Bachelor's Degree, Communications & Entrepreneurship, Senior
AXA Advisors July 2015 - Present
Velocity Advisors-OneAmerica General Agency June 2014 - June 2015
Salem Communications January 2014 - May 2014
Sherwin-Williams Paints May 2013 - August 2013
Skills
Microsoft Office, Leadership, PowerPoint, Sales, Marketing, Customer Service, Event Management
Education
John Carroll University 2011 — 2015
Bachelor's Degree, Communications & Entrepreneurship, Senior
Matthew Nelsen Matthew Nelsen's AXA Advisors Experience June 2012 - October 2012
Job Broker at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
Jason Reilly, CFP® Jason Reilly, CFP®'s AXA Advisors Experience August 2006 - December 2007
Job Assistant Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2007 - Present
AXA Advisors August 2006 - December 2007
Education
King's College 2003 — 2007
Bachelor of Science (BS), Finance, 3.5
Wilkes University 2012 — 2017
Master of Business Administration (MBA), Business, 4.0
PNC Wealth Management December 2007 - Present
AXA Advisors August 2006 - December 2007
Education
King's College 2003 — 2007
Bachelor of Science (BS), Finance, 3.5
Wilkes University 2012 — 2017
Master of Business Administration (MBA), Business, 4.0
William Small, ChFC, CLU William Small, ChFC, CLU's AXA Advisors Experience January 1985 - Present
Job Experienced Business Life Insurance Professional
Industry Financial Services
Experience
AXA Advisors January 1985 - Present
Skills
Business Life Insurance..., Estate Liquidity..., Individual or Entity..., Charitable Giving..., Key Person Protection &...
Education
Kansas State University
Bachelor of Science (BS), Agriculture
Kansas State University
Master of Landscape Architecture
The American College
Master of Science in Financial Services
AXA Advisors January 1985 - Present
Skills
Business Life Insurance..., Estate Liquidity..., Individual or Entity..., Charitable Giving..., Key Person Protection &...
Education
Kansas State University
Bachelor of Science (BS), Agriculture
Kansas State University
Master of Landscape Architecture
The American College
Master of Science in Financial Services
Terry Toth Terry Toth's AXA Advisors Experience April 2012 - November 2014
Job Senior Regional Sales Facilitator at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
AXA Advisors April 2012 - November 2014
Prudential Insurance December 2010 - April 2012
MetLife January 2000 - August 2010
Allstate 1996 - 2000
MetLife August 1986 - December 1995
Skills
Financial Services, Financial Analysis, Retirement Planning, Investments, Portfolio Management, Wealth Management, Risk Management, Employee Benefits, Asset Managment, Succession Planning, Personal Finance, Training, Leadership Development, Team Building, Pensions, 401k, IRAs, Mutual Funds, Securities, Investment Advisory, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Series 7
Education
John Carroll University 1981 — 1985
Business Administration and Management, General
Bedford High School 1977 — 1980
High School Diploma, College Prep
American College
Life Underwriters Training Council, Financial Planning and Services
MetLife November 2014 - Present
AXA Advisors April 2012 - November 2014
Prudential Insurance December 2010 - April 2012
MetLife January 2000 - August 2010
Allstate 1996 - 2000
MetLife August 1986 - December 1995
Skills
Financial Services, Financial Analysis, Retirement Planning, Investments, Portfolio Management, Wealth Management, Risk Management, Employee Benefits, Asset Managment, Succession Planning, Personal Finance, Training, Leadership Development, Team Building, Pensions, 401k, IRAs, Mutual Funds, Securities, Investment Advisory, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Series 7
Education
John Carroll University 1981 — 1985
Business Administration and Management, General
Bedford High School 1977 — 1980
High School Diploma, College Prep
American College
Life Underwriters Training Council, Financial Planning and Services
Ricardo McKenzie, Jr. Ricardo McKenzie, Jr.'s AXA Advisors Experience January 2008 - October 2008
Job Solutions Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless January 2015 - Present
Macy's Herald Square (New York, NY) May 2013 - January 2015
The Guardian Life Insurance Company of America January 2012 - September 2014
New York Life Insurance Company March 2009 - November 2010
AXA Advisors January 2008 - October 2008
AFLAC New York January 2006 - August 2007
Skills
Financial Planning, Retirement Income..., Wealth Management, Health Insurance, Customer Service, Leadership, Small Business, Retirement, Strategic Financial..., Team Building
Education
LaGuardia Community College 2013 — 2014
Business Administration and Management, General
Verizon Wireless January 2015 - Present
Macy's Herald Square (New York, NY) May 2013 - January 2015
The Guardian Life Insurance Company of America January 2012 - September 2014
New York Life Insurance Company March 2009 - November 2010
AXA Advisors January 2008 - October 2008
AFLAC New York January 2006 - August 2007
Skills
Financial Planning, Retirement Income..., Wealth Management, Health Insurance, Customer Service, Leadership, Small Business, Retirement, Strategic Financial..., Team Building
Education
LaGuardia Community College 2013 — 2014
Business Administration and Management, General
Kay AuWerter's AXA Advisors Experience December 2007 - February 2009
Job Financial Advisor, Stratos Wealth Partners, Hudson, OH. Phone: 2342005412 or (Cell) 4405472742
Industry Financial Services
Experience
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Steven King, ChFC, CLU Steven King, ChFC, CLU's AXA Advisors Experience August 1996 - Present
Job Financial Consultant at AXA Advisors | Partner of The Business Strategies Group of Illinois, a division of AXA Advisors
Industry Financial Services
Experience
Business Strategies Group of Illinois, a division of AXA Advisors, LLC September 2011 - Present
AXA Advisors August 1996 - Present
Networker's Advantage Group 1999 - 2012
University of Illinois Tax School April 2003 - April 2005
Equitable Life January 1997 - October 1998
Harvey King and Associates February 1989 - July 1996
Skills
Insurance, Investments, Small Business, Wealth Management, Strategic Financial..., Series 7, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Retirement Planning, Variable Annuities
Education
Knox College
Business Strategies Group of Illinois, a division of AXA Advisors, LLC September 2011 - Present
AXA Advisors August 1996 - Present
Networker's Advantage Group 1999 - 2012
University of Illinois Tax School April 2003 - April 2005
Equitable Life January 1997 - October 1998
Harvey King and Associates February 1989 - July 1996
Skills
Insurance, Investments, Small Business, Wealth Management, Strategic Financial..., Series 7, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Retirement Planning, Variable Annuities
Education
Knox College
Andrew Burakov Andrew Burakov's AXA Advisors Experience May 2012 - September 2012
Job Advertising Strategist at Resolution Media, Omnicom Media Group
Industry Marketing and Advertising
Experience
Resolution Media, Omnicom Media Group June 2014 - Present
MEC, WPP June 2013 - January 2014
AXA Advisors May 2012 - September 2012
Dantes February 2011 - December 2011
Skills
Excel, Word, PowerPoint, Photoshop, Logic Pro, Financial Analysis, Microsoft Excel, SEM, Microsoft Office, Research, Economics, Public Speaking, Social Networking, Data Analysis, Statistics, Microsoft Word, Social Media, Sales, Social Media Marketing, Advertising, Facebook
Education
Pace University 2010 — 2014
Bachelor of Science, Bachelor of Business Administration, Business Economics, Marketing Management, Graduated
LaGuardia Community College
Advanced Regents Diploma, Arts Endorsed; Psychology and Spanish, and Algebra/Trigonometry
Resolution Media, Omnicom Media Group June 2014 - Present
MEC, WPP June 2013 - January 2014
AXA Advisors May 2012 - September 2012
Dantes February 2011 - December 2011
Skills
Excel, Word, PowerPoint, Photoshop, Logic Pro, Financial Analysis, Microsoft Excel, SEM, Microsoft Office, Research, Economics, Public Speaking, Social Networking, Data Analysis, Statistics, Microsoft Word, Social Media, Sales, Social Media Marketing, Advertising, Facebook
Education
Pace University 2010 — 2014
Bachelor of Science, Bachelor of Business Administration, Business Economics, Marketing Management, Graduated
LaGuardia Community College
Advanced Regents Diploma, Arts Endorsed; Psychology and Spanish, and Algebra/Trigonometry
Jonathan E. Carvajal Jonathan E. Carvajal's AXA Advisors Experience May 2011 - May 2014
Job Strategy Consultant, Relationship Management, Cultural Diversity, Engagement Specialist, Business Development
Industry Financial Services
Experience
Lincoln Financial Advisors June 2014 - Present
AXA Advisors May 2011 - May 2014
Sprint July 2010 - May 2011
WCA (Web Credit Advisors) August 2009 - March 2010
JPMorgan Chase & Co. August 2007 - March 2009
Skills
Strategic Planning, Relationship Management, Entrepreneurship, Diversity & Inclusion, Global Leadership, Project Management, Lean Six Sigma, Social Impact, Business Development, Organizational Culture, Cross-functional Team..., Relationship Building, Personal Development, Business Strategy, Strategic Partnerships, Leadership Development, Research, Mentoring, Cross Functional Team..., Performance Improvement, Strategic Alliances, Management Consulting, Process Improvement, Curriculum Design, Nonprofits, Overcoming Adversity, Business Planning, Estate Planning, Wealth Management
Education
Seton Hall University 2003 — 2006
Bachelor of Science (BS), Biology
Penn State University 2001 — 2003
Biology
Don Bosco Preparatory High School 1997 — 2001
High School Diploma
United Global Shift (UGS)
Sustainable Global Leadership and Impact, Conscious Full Spectrum Training, System Shifts
Landmark Education
Forum, Advance
Lincoln Financial Advisors June 2014 - Present
AXA Advisors May 2011 - May 2014
Sprint July 2010 - May 2011
WCA (Web Credit Advisors) August 2009 - March 2010
JPMorgan Chase & Co. August 2007 - March 2009
Skills
Strategic Planning, Relationship Management, Entrepreneurship, Diversity & Inclusion, Global Leadership, Project Management, Lean Six Sigma, Social Impact, Business Development, Organizational Culture, Cross-functional Team..., Relationship Building, Personal Development, Business Strategy, Strategic Partnerships, Leadership Development, Research, Mentoring, Cross Functional Team..., Performance Improvement, Strategic Alliances, Management Consulting, Process Improvement, Curriculum Design, Nonprofits, Overcoming Adversity, Business Planning, Estate Planning, Wealth Management
Education
Seton Hall University 2003 — 2006
Bachelor of Science (BS), Biology
Penn State University 2001 — 2003
Biology
Don Bosco Preparatory High School 1997 — 2001
High School Diploma
United Global Shift (UGS)
Sustainable Global Leadership and Impact, Conscious Full Spectrum Training, System Shifts
Landmark Education
Forum, Advance
David Servideo's AXA Advisors Experience February 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
Stix Cigar Lounge August 2012 - February 2014
Bond Street Mortgage May 2011 - August 2011
Hi-Tech Auto Service Center 2010 - 2011
Education
Iona College
Bachelor of Business Administration (BBA), Marketing
AXA Advisors February 2014 - Present
Stix Cigar Lounge August 2012 - February 2014
Bond Street Mortgage May 2011 - August 2011
Hi-Tech Auto Service Center 2010 - 2011
Education
Iona College
Bachelor of Business Administration (BBA), Marketing
Philip Monnier's AXA Advisors Experience June 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Investment Management
Experience
AXA Advisors June 2014 - Present
ING October 2012 - June 2014
PM Trading May 2007 - June 2012
GCM LLC July 2004 - April 2007
ProFund Advisors LLC June 2002 - June 2004
Education
James Madison University - College of Business 1998 — 2002
Mathematical Finance, Finance, Math, Economics
AXA Advisors June 2014 - Present
ING October 2012 - June 2014
PM Trading May 2007 - June 2012
GCM LLC July 2004 - April 2007
ProFund Advisors LLC June 2002 - June 2004
Education
James Madison University - College of Business 1998 — 2002
Mathematical Finance, Finance, Math, Economics
Jake LaTourette Jake LaTourette's AXA Advisors Experience January 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Skills
Microsoft Office, Social Media, Customer Service, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, English, Photoshop, Event Planning, HTML, Time Management, Windows, Team Leadership, Leadership
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Economics - Financial Concentration
Governor Livingston High School 2006 — 2010
AXA Advisors January 2015 - Present
Skills
Microsoft Office, Social Media, Customer Service, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, English, Photoshop, Event Planning, HTML, Time Management, Windows, Team Leadership, Leadership
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Economics - Financial Concentration
Governor Livingston High School 2006 — 2010
Nicholas Maly Nicholas Maly's AXA Advisors Experience December 2011 - September 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Dirk DeTrou's AXA Advisors Experience 2012 - October 2014
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2012 - October 2014
Charles Schwab November 2007 - July 2011
Security Trust Company October 2002 - November 2003
Vanguard March 1999 - October 2002
Skills
Real Estate Appraisal
Education
Kansas State University
AXA Advisors 2012 - October 2014
Charles Schwab November 2007 - July 2011
Security Trust Company October 2002 - November 2003
Vanguard March 1999 - October 2002
Skills
Real Estate Appraisal
Education
Kansas State University
Scott Sterling, C(k)P®, AIF®'s AXA Advisors Experience April 2004 - May 2005
Job Senior Associate at Mercer
Industry Financial Services
Experience
Mercer August 2015 - Present
American Century Investments February 2014 - July 2015
American Century Investments April 2013 - January 2014
American Century Investments September 2008 - April 2013
American Century Investments February 2008 - August 2008
American Century Investments August 2006 - January 2008
American Century Investments August 2005 - July 2006
AXA Advisors April 2004 - May 2005
Skills
Project Management, Investment Strategies, Financial Services, Financial Analysis, Sales Operations, Investment Advisory, Siebel, Microsoft Office, Inside Sales, Morningstar, Direct Sales, Wholesaling, Competitive Analysis, Marketing Strategy, Series 7, Series 66, AIF, Fixed Annuities, Financial Advisory, Finance, Mutual Funds, Series 63, CRM, Asset Allocation, 401k, Investments, Retirement, Sales, Retirement Planning
Education
Northwest Missouri State University 2001 — 2003
Bachelor's Degree, Business Management
Kansas State University 1999 — 2001
Architecture
Mercer August 2015 - Present
American Century Investments February 2014 - July 2015
American Century Investments April 2013 - January 2014
American Century Investments September 2008 - April 2013
American Century Investments February 2008 - August 2008
American Century Investments August 2006 - January 2008
American Century Investments August 2005 - July 2006
AXA Advisors April 2004 - May 2005
Skills
Project Management, Investment Strategies, Financial Services, Financial Analysis, Sales Operations, Investment Advisory, Siebel, Microsoft Office, Inside Sales, Morningstar, Direct Sales, Wholesaling, Competitive Analysis, Marketing Strategy, Series 7, Series 66, AIF, Fixed Annuities, Financial Advisory, Finance, Mutual Funds, Series 63, CRM, Asset Allocation, 401k, Investments, Retirement, Sales, Retirement Planning
Education
Northwest Missouri State University 2001 — 2003
Bachelor's Degree, Business Management
Kansas State University 1999 — 2001
Architecture
Steve Knutson Steve Knutson's AXA Advisors Experience August 1996 - January 2007
Job Owner, Innovative Financial Solutions, LLC
Industry Financial Services
Experience
Innovative Financial Solutions, LLC 2007 - Present
AXA Advisors August 1996 - January 2007
Skills
Commercial Banking, Asset Based Lending, Finance, Merchant Services, Commercial Mortgages, Commercial Lending, Small Business Lending, Funding, Loans, Retirement Planning, Risk Management, Financial Planning
Education
Iowa State University 1972 — 1976
BS, Ag Business
Innovative Financial Solutions, LLC 2007 - Present
AXA Advisors August 1996 - January 2007
Skills
Commercial Banking, Asset Based Lending, Finance, Merchant Services, Commercial Mortgages, Commercial Lending, Small Business Lending, Funding, Loans, Retirement Planning, Risk Management, Financial Planning
Education
Iowa State University 1972 — 1976
BS, Ag Business
Robbie Baker Robbie Baker's AXA Advisors Experience September 2008 - Present
Job Human Resources Assistant at Alliant Energy
Industry Utilities
Experience
Alliant Energy January 2014 - Present
AXA Advisors September 2008 - Present
Kelly Services June 2008 - Present
Equifax 1987 - 1993
Skills
Management, Leadership, Customer Service, Human Resources, Talent Acquisition, Process Improvement, Temporary Placement, Sales, Program Management, Strategic Planning
Education
Mount Mercy University 2010 — 2012
Bachelor of Business Administration (BBA), Human Resource Management
Kirkwood Community College 2008 — 2009
AA, Liberal Arts
Alliant Energy January 2014 - Present
AXA Advisors September 2008 - Present
Kelly Services June 2008 - Present
Equifax 1987 - 1993
Skills
Management, Leadership, Customer Service, Human Resources, Talent Acquisition, Process Improvement, Temporary Placement, Sales, Program Management, Strategic Planning
Education
Mount Mercy University 2010 — 2012
Bachelor of Business Administration (BBA), Human Resource Management
Kirkwood Community College 2008 — 2009
AA, Liberal Arts
Margaret Crawford Margaret Crawford's AXA Advisors Experience July 2014 - Present
Job Director of Underwriting and Case Management at AXA Advisors
Industry Insurance
Experience
AXA Advisors July 2014 - Present
Wright Insurance Planning, LLC December 2013 - June 2014
National Madison Group, Inc. June 1995 - November 2013
Kornreich-NIA 1994 - 1995
Education
Katharine Gibbs School
AXA Advisors July 2014 - Present
Wright Insurance Planning, LLC December 2013 - June 2014
National Madison Group, Inc. June 1995 - November 2013
Kornreich-NIA 1994 - 1995
Education
Katharine Gibbs School
danielle bilumbu danielle bilumbu's AXA Advisors Experience April 2007 - July 2008
Job Real Estate Consulant at RE/MAX 360
Industry Real Estate
Experience
RE/MAX 360 May 2012 - Present
Primerica January 2009 - Present
City of Houston November 2008 - October 2009
AXA Advisors April 2007 - July 2008
RBC Dexia Investor services- February 2006 - March 2007
Skills
IRAs, Retirement Planning, Fixed Annuities, Roth IRA, Investments, Retirement, Term Life Insurance, Strategic Financial..., Small Business, Long-term Care, Mutual Funds, Life Insurance, 401k, 401k Rollovers, Wealth, Entrepreneurship, Income Protection, Debt Management, Debt Consolidation, Insurance, Business Analysis, Market Analysis, Marketing Strategy
Education
ISC Paris 2004 — 2007
Master's degree, Finance
University Rene Descartes 2002 — 2004
DUT, Business Administration and Management, General
RE/MAX 360 May 2012 - Present
Primerica January 2009 - Present
City of Houston November 2008 - October 2009
AXA Advisors April 2007 - July 2008
RBC Dexia Investor services- February 2006 - March 2007
Skills
IRAs, Retirement Planning, Fixed Annuities, Roth IRA, Investments, Retirement, Term Life Insurance, Strategic Financial..., Small Business, Long-term Care, Mutual Funds, Life Insurance, 401k, 401k Rollovers, Wealth, Entrepreneurship, Income Protection, Debt Management, Debt Consolidation, Insurance, Business Analysis, Market Analysis, Marketing Strategy
Education
ISC Paris 2004 — 2007
Master's degree, Finance
University Rene Descartes 2002 — 2004
DUT, Business Administration and Management, General
Maria Schneider, CEBS Maria Schneider, CEBS's AXA Advisors Experience November 2010 - April 2011
Job Relationship Manager II, Institutional Service, TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
AXA Advisors November 2010 - April 2011
Charles Schwab April 2002 - June 2010
Charles Schwab January 1995 - April 2002
THE HAMPTON COMPANY January 1988 - January 1995
Skills
Mergers, Retirement Plan..., Relationship Management, Strategic Planning, Sales, 401k, Series 63, Series 7, Retirement, Asset Allocation, Mutual Funds, Securities, Investment Advisory, Pensions, FINRA, Investments, ERISA, Employee Benefits, Financial Services
Education
Kent State University 1983 — 1986
B.S. BUSINESS ADMINISTRATION, FINANCE
Field High School 1977 — 1981
TIAA-CREF June 2011 - Present
AXA Advisors November 2010 - April 2011
Charles Schwab April 2002 - June 2010
Charles Schwab January 1995 - April 2002
THE HAMPTON COMPANY January 1988 - January 1995
Skills
Mergers, Retirement Plan..., Relationship Management, Strategic Planning, Sales, 401k, Series 63, Series 7, Retirement, Asset Allocation, Mutual Funds, Securities, Investment Advisory, Pensions, FINRA, Investments, ERISA, Employee Benefits, Financial Services
Education
Kent State University 1983 — 1986
B.S. BUSINESS ADMINISTRATION, FINANCE
Field High School 1977 — 1981
Jialu (Robert) Hu Jialu (Robert) Hu's AXA Advisors Experience February 2010 - Present
Job Intern at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors February 2010 - Present
FHslate January 2007 - July 2008
New Oriental School December 2007 - April 2008
Poundland ltd, UK December 2005 - December 2006
Pizza Express, UK January 2006 - September 2006
JobCenter, Preston, UK January 2006 - July 2006
Education
University of Denver 2008 — 2010
Master, Marketing
University of Manchester 2005 — 2006
Master, Logistics
University of Central Lancashire 2004 — 2005
BS, Computing Networks
Jiangxi University of Finance and Economics 2001 — 2004
BS, Computer Science
AXA Advisors February 2010 - Present
FHslate January 2007 - July 2008
New Oriental School December 2007 - April 2008
Poundland ltd, UK December 2005 - December 2006
Pizza Express, UK January 2006 - September 2006
JobCenter, Preston, UK January 2006 - July 2006
Education
University of Denver 2008 — 2010
Master, Marketing
University of Manchester 2005 — 2006
Master, Logistics
University of Central Lancashire 2004 — 2005
BS, Computing Networks
Jiangxi University of Finance and Economics 2001 — 2004
BS, Computer Science
Nate Schreiber Nate Schreiber's AXA Advisors Experience September 2014 - June 2015
Job Marketing Associate Alternative Strategies at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier July 2015 - Present
United States Soccer Federation May 2011 - Present
AXA Advisors September 2014 - June 2015
Keuka College March 2013 - May 2014
Xerox January 2013 - January 2013
Unity Health System January 2012 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, InDesign, RFP Generation, Investments, Finance, Public Speaking, Financial Services, Retirement, Social Media, Event Planning, Financial Advisory
Education
Keuka College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, 3.58
Hilton Central High School 2006 — 2010
Manning & Napier July 2015 - Present
United States Soccer Federation May 2011 - Present
AXA Advisors September 2014 - June 2015
Keuka College March 2013 - May 2014
Xerox January 2013 - January 2013
Unity Health System January 2012 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, InDesign, RFP Generation, Investments, Finance, Public Speaking, Financial Services, Retirement, Social Media, Event Planning, Financial Advisory
Education
Keuka College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, 3.58
Hilton Central High School 2006 — 2010
Anthony Leeper Anthony Leeper's AXA Advisors Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
The Winking Lizard February 2013 - December 2014
Brian Kyle's Landscapes of Distinction March 2012 - August 2012
The Woodfire Grille October 2011 - August 2012
Apple American Group LLC October 2010 - September 2011
BJ's Wholesale Club February 2008 - October 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Budgets, Research, Strategic Planning, Microsoft Excel, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Negotiation, Editing
Education
Kent State University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Lorain County Community College 2010 — 2012
N/A, Accounting and Finance
AXA Advisors October 2014 - Present
The Winking Lizard February 2013 - December 2014
Brian Kyle's Landscapes of Distinction March 2012 - August 2012
The Woodfire Grille October 2011 - August 2012
Apple American Group LLC October 2010 - September 2011
BJ's Wholesale Club February 2008 - October 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Budgets, Research, Strategic Planning, Microsoft Excel, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Negotiation, Editing
Education
Kent State University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Lorain County Community College 2010 — 2012
N/A, Accounting and Finance
Andrew Still's AXA Advisors Experience August 2009 - December 2009
Job
Industry Financial Services
Experience
Pritchard, Bieler, Gruver & Willison, P.C. August 2014 - Present
Deloitte Consulting August 2012 - July 2014
Deloitte Consulting July 2011 - August 2012
Marsh June 2010 - August 2010
CBIZ January 2010 - May 2010
AXA Advisors August 2009 - December 2009
Northwestern Mutual February 2009 - December 2009
Philadelphia GOP September 2007 - January 2009
Woodcrest Country Club May 2008 - November 2008
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Finance, Risk Management, Corporate Finance, Strategic Financial..., Valuation Modeling, Business Valuation, Investment Valuation, DCF Valuation, Accounting, Financial Planning, Internal Controls, Financial Accounting, Auditing, Due Diligence, Internal Audit
Education
La Salle University 2007 — 2011
Bachelor of Science, Finance, Cum Laude
Pritchard, Bieler, Gruver & Willison, P.C. August 2014 - Present
Deloitte Consulting August 2012 - July 2014
Deloitte Consulting July 2011 - August 2012
Marsh June 2010 - August 2010
CBIZ January 2010 - May 2010
AXA Advisors August 2009 - December 2009
Northwestern Mutual February 2009 - December 2009
Philadelphia GOP September 2007 - January 2009
Woodcrest Country Club May 2008 - November 2008
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Finance, Risk Management, Corporate Finance, Strategic Financial..., Valuation Modeling, Business Valuation, Investment Valuation, DCF Valuation, Accounting, Financial Planning, Internal Controls, Financial Accounting, Auditing, Due Diligence, Internal Audit
Education
La Salle University 2007 — 2011
Bachelor of Science, Finance, Cum Laude
Daniel Shearer's AXA Advisors Experience January 2006 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2006 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Succesion..., Life Insurnace..., Education Planning, Financial Needs Analysis
Education
Kean University
Bachelor's degree
Middletown north
AXA Advisors January 2006 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Succesion..., Life Insurnace..., Education Planning, Financial Needs Analysis
Education
Kean University
Bachelor's degree
Middletown north
Faith Doski's AXA Advisors Experience March 2015 - Present
Job Owner at Streamlined Solutions
Industry Financial Services
Experience
Black Knight Financial Services May 2015 - Present
Swarovski March 2015 - Present
AXA Advisors March 2015 - Present
ACN May 2014 - Present
PUSH Marketing and Promotions / PUSH Models (Corporate) August 2013 - Present
Rick Scott for Governor June 2014 - November 2014
Regal Entertainment Group November 2010 - November 2012
David John Talent Machine August 2010 - April 2012
Jewish Community Alliance May 2009 - August 2009
Skills
Social Media, Public Speaking, Customer Service, Social Networking, Advertising, Event Planning, Serving and heading..., •Knowledge of computer..., •Easily taught new..., Leadership, Facebook, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Team Building
Education
Jacksonville University 2012 — 2016
B.B.A. of Finance, B.B.A. of Economics, Junior
Black Knight Financial Services May 2015 - Present
Swarovski March 2015 - Present
AXA Advisors March 2015 - Present
ACN May 2014 - Present
PUSH Marketing and Promotions / PUSH Models (Corporate) August 2013 - Present
Rick Scott for Governor June 2014 - November 2014
Regal Entertainment Group November 2010 - November 2012
David John Talent Machine August 2010 - April 2012
Jewish Community Alliance May 2009 - August 2009
Skills
Social Media, Public Speaking, Customer Service, Social Networking, Advertising, Event Planning, Serving and heading..., •Knowledge of computer..., •Easily taught new..., Leadership, Facebook, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Team Building
Education
Jacksonville University 2012 — 2016
B.B.A. of Finance, B.B.A. of Economics, Junior
Michael E. Butler Michael E. Butler's AXA Advisors Experience June 2012 - May 2013
Job Connecting talent with opportunity in Banking Compliance
Industry Financial Services
Experience
Val Executive Resources Group September 2013 - Present
Westco Financial Group May 2013 - August 2013
AXA Advisors June 2012 - May 2013
Knights of Columbus 2013 - 2013
Skills
Investments, Financial Services, Estate Planning, Retirement Planning, Investment Strategies, Asset Allocation, Recruiting, Insurance Brokerage, Licensed Life & Health..., Staffing Services, Compliance, banking compliance, Executive Search
Education
Lafayette College 2007 — 2011
Bachelors, Government and Law (Political science), History
Boston University Dublin Internship Program 2010 — 2010
Government
Chaminade High School 2003 — 2007
High School Diploma
Val Executive Resources Group September 2013 - Present
Westco Financial Group May 2013 - August 2013
AXA Advisors June 2012 - May 2013
Knights of Columbus 2013 - 2013
Skills
Investments, Financial Services, Estate Planning, Retirement Planning, Investment Strategies, Asset Allocation, Recruiting, Insurance Brokerage, Licensed Life & Health..., Staffing Services, Compliance, banking compliance, Executive Search
Education
Lafayette College 2007 — 2011
Bachelors, Government and Law (Political science), History
Boston University Dublin Internship Program 2010 — 2010
Government
Chaminade High School 2003 — 2007
High School Diploma
Omar Sangurima, MBA Omar Sangurima, MBA's AXA Advisors Experience August 2013 - May 2014
Job Chief Strategist at Solutions, Inc.
Industry Management Consulting
Experience
Solutions, Inc. June 2015 - Present
Allstate May 2014 - June 2015
AXA Advisors August 2013 - May 2014
Mutual of Omaha June 2012 - August 2013
Central Hudson Gas & Electric November 2010 - January 2012
Central Hudson Gas & Electric August 2010 - November 2010
Central Hudson Gas & Electric February 2009 - August 2010
Lowe's April 2007 - September 2008
Skills
Customer Service, Sales, Process Improvement, Insurance, Analysis, Microsoft Excel, Financial Analysis, Budgets, Public Speaking, Strategic Financial..., Employee Benefits, Team Building, Accounting, Leadership, Risk Management, Strategic Planning, Financial Planning, Disability Insurance, Finance, Management, Microsoft Office, Public Relations, Investments, Project Management, Selling, Team Management, Marketing, Social Media, Penetration Testing, Java, Internet Security
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Master’s Degree, Information Technology/Security
Marist College 2010 — 2012
MBA, Finance
State University of New York Empire State College 2009 — 2010
Bachelor's of Science, Business
Trinity College-Hartford 2002 — 2005
Bachelor's, Philosophy
Solutions, Inc. June 2015 - Present
Allstate May 2014 - June 2015
AXA Advisors August 2013 - May 2014
Mutual of Omaha June 2012 - August 2013
Central Hudson Gas & Electric November 2010 - January 2012
Central Hudson Gas & Electric August 2010 - November 2010
Central Hudson Gas & Electric February 2009 - August 2010
Lowe's April 2007 - September 2008
Skills
Customer Service, Sales, Process Improvement, Insurance, Analysis, Microsoft Excel, Financial Analysis, Budgets, Public Speaking, Strategic Financial..., Employee Benefits, Team Building, Accounting, Leadership, Risk Management, Strategic Planning, Financial Planning, Disability Insurance, Finance, Management, Microsoft Office, Public Relations, Investments, Project Management, Selling, Team Management, Marketing, Social Media, Penetration Testing, Java, Internet Security
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Master’s Degree, Information Technology/Security
Marist College 2010 — 2012
MBA, Finance
State University of New York Empire State College 2009 — 2010
Bachelor's of Science, Business
Trinity College-Hartford 2002 — 2005
Bachelor's, Philosophy
Ken Malobeka Ken Malobeka's AXA Advisors Experience October 2013 - Present
Job Adjunct Professor at University of Saint Mary
Industry Banking
Experience
University of Saint Mary April 2014 - Present
AXA Advisors October 2013 - Present
State Street December 2012 - May 2013
Harley-Davidson Motor Company May 2012 - December 2012
Skills
Budgets, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, PowerPoint, Outlook, Negotiation, Business Planning, Risk Management, Windows, Banking, Business Strategy, Derivatives Trading, Equity Derivatives, Peachtree, Credit Risk, Public Speaking, Credit Analysis, Teaching, Business Analysis, Financial Advisory, Financial Reporting, Finance, Investments, Equities, Financial Services, Retail Banking, Portfolio Management
Education
Walden University 2013 — 2017
Doctor of Philosophy (PhD), Accounting and Finance
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting
University of Portsmouth 2004 — 2006
Master of Business Administration (M.B.A.), Banking and Financial Support Services
University of Saint Mary April 2014 - Present
AXA Advisors October 2013 - Present
State Street December 2012 - May 2013
Harley-Davidson Motor Company May 2012 - December 2012
Skills
Budgets, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, PowerPoint, Outlook, Negotiation, Business Planning, Risk Management, Windows, Banking, Business Strategy, Derivatives Trading, Equity Derivatives, Peachtree, Credit Risk, Public Speaking, Credit Analysis, Teaching, Business Analysis, Financial Advisory, Financial Reporting, Finance, Investments, Equities, Financial Services, Retail Banking, Portfolio Management
Education
Walden University 2013 — 2017
Doctor of Philosophy (PhD), Accounting and Finance
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting
University of Portsmouth 2004 — 2006
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Brianna McClain Brianna McClain's AXA Advisors Experience January 2011 - Present
Job Retirement Benefits Specialist Tax Sheltered Plans at AXA Advisors
Industry Executive Office
Experience
AXA Advisors January 2011 - Present
Banana Republic September 2008 - April 2011
College Nannies & Tutors December 2007 - July 2008
Skills
Small Business Owners, Retirement Planning, Investments, Financial Planning, Series 7, Series 66, Life Insurance, College Savings Plans, Long Term Care Insurance, Strategic Financial..., Insurance
Education
Kaplan University 2011 — 2011
Life, Health, and Accident Insurance Licenses
University of Minnesota - Carlson School of Management 2007 — 2010
Bachelors, Business and Finance
AXA Advisors January 2011 - Present
Banana Republic September 2008 - April 2011
College Nannies & Tutors December 2007 - July 2008
Skills
Small Business Owners, Retirement Planning, Investments, Financial Planning, Series 7, Series 66, Life Insurance, College Savings Plans, Long Term Care Insurance, Strategic Financial..., Insurance
Education
Kaplan University 2011 — 2011
Life, Health, and Accident Insurance Licenses
University of Minnesota - Carlson School of Management 2007 — 2010
Bachelors, Business and Finance
Zachary Halpryn Zachary Halpryn's AXA Advisors Experience May 2014 - December 2014
Job Lead Analyst at Minutemen Equity Fund
Industry Financial Services
Experience
Minutemen Equity Fund December 2014 - Present
Umass Men's Basketball September 2013 - Present
The TJX Companies, Inc. May 2015 - August 2015
Isenberg Undergraduate Consulting Group October 2014 - May 2015
AXA Advisors May 2014 - December 2014
Everwood Day Camp May 2013 - August 2013
TJX 2010 - 2011
Skills
Sales, Coaching, Teaching, Financial Analysis, Sports, Team Building, Negotiation, Training, PowerPoint, Microsoft Word, Sales Process, Leadership, Sports Management, Marketing, Microsoft Office, Management, Finance, Time Management, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Data Analysis, Event Management, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance
Newton South High School 2009 — 2013
Minutemen Equity Fund December 2014 - Present
Umass Men's Basketball September 2013 - Present
The TJX Companies, Inc. May 2015 - August 2015
Isenberg Undergraduate Consulting Group October 2014 - May 2015
AXA Advisors May 2014 - December 2014
Everwood Day Camp May 2013 - August 2013
TJX 2010 - 2011
Skills
Sales, Coaching, Teaching, Financial Analysis, Sports, Team Building, Negotiation, Training, PowerPoint, Microsoft Word, Sales Process, Leadership, Sports Management, Marketing, Microsoft Office, Management, Finance, Time Management, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Data Analysis, Event Management, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance
Newton South High School 2009 — 2013
Jeb Graham, CFP®'s AXA Advisors Experience January 2009 - December 2011
Job Managing Partner and Certified Financial Planner ™ at V Wealth ManagementMetcalf Partners
Industry Financial Services
Experience
V Wealth Management December 2011 - Present
AXA Advisors January 2009 - December 2011
AXA Advisors December 2004 - December 2011
Sysco Foods September 2002 - October 2004
Skills
Retirement Planning, Tax, Strategic Financial..., Wealth Management, Financial Advisory
Education
Kansas State University 1996 — 2000
BA in Business Administration, Financial Services
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education Certificate in Retirement Planning, Financial Services
The American College 2006 — 2008
Certified Financial Planner Precertification, Financial Services
Blue Valley Northwest 1993 — 1996
V Wealth Management December 2011 - Present
AXA Advisors January 2009 - December 2011
AXA Advisors December 2004 - December 2011
Sysco Foods September 2002 - October 2004
Skills
Retirement Planning, Tax, Strategic Financial..., Wealth Management, Financial Advisory
Education
Kansas State University 1996 — 2000
BA in Business Administration, Financial Services
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education Certificate in Retirement Planning, Financial Services
The American College 2006 — 2008
Certified Financial Planner Precertification, Financial Services
Blue Valley Northwest 1993 — 1996
Kathleen Hopkins Kathleen Hopkins's AXA Advisors Experience 2006 - 2007
Job Manager at The AmeriHealth Caritas Family of Companies
Industry Medical Devices
Experience
AmeriHealth Caritas January 2012 - Present
Cardionet, Inc January 2009 - March 2012
Ready To Hire May 2008 - August 2008
Randstad Work Solutions May 2007 - May 2008
AXA Advisors 2006 - 2007
Skills
Hospitals, Medical Devices, Leadership, Managed Care, Marketing, Microsoft Excel, Process Improvement, Sales, Customer Service, Management, Training, Healthcare, Recruiting, Strategic Planning, Employee Benefits, Employee Relations, Program Management, Sourcing, Cold Calling
Education
La Salle University - School of Business Administration 2003 — 2007
Arcadia University/Middlesex University
AmeriHealth Caritas January 2012 - Present
Cardionet, Inc January 2009 - March 2012
Ready To Hire May 2008 - August 2008
Randstad Work Solutions May 2007 - May 2008
AXA Advisors 2006 - 2007
Skills
Hospitals, Medical Devices, Leadership, Managed Care, Marketing, Microsoft Excel, Process Improvement, Sales, Customer Service, Management, Training, Healthcare, Recruiting, Strategic Planning, Employee Benefits, Employee Relations, Program Management, Sourcing, Cold Calling
Education
La Salle University - School of Business Administration 2003 — 2007
Arcadia University/Middlesex University
Laura Goetz's AXA Advisors Experience 2008 - 2010
Job Administrative Assistant at Bon Secours Health System
Industry Hospital & Health Care
Experience
Bon Secours Health System March 2013 - Present
Staffmark May 2011 - February 2013
Temp for Bon Secours Health System January 2012 - November 2012
GetMeetings.com February 2011 - July 2011
AXA Advisors 2008 - 2010
Chesterfield County Public Schools 1999 - 2007
Robert Rentz Interiors 2001 - 2002
Siddall, Inc 1983 - 1985
Zeigler Graphics 1900 - 1900
Skills
Graphic Design, Newsletters, PowerPoint, Photography, Problem Solving, Teaching, Desktop Publishing, Brochures, Facebook, Data Entry, Layout, Digital Photography, Office Administration, Advertising, Microsoft Excel, Microsoft Office, Microsoft Word, Home Staging, Event Planning, Project Management, Online Research, Creative Problem Solving, Administrative Support, MS Outlook Calendar..., Organizing, MS Office 2010, MSOffice 2007, MS Publisher, Illustration, Customer Relations, Painting - oil,..., Administrative..., Outlook, Customer Service, Training, Office 2010, Art, Time Management, Copywriting
Education
Kutztown University of Pennsylvania
BFA, Advertising
Virginia Commonwealth University
BFA, Art Education
Bon Secours Health System March 2013 - Present
Staffmark May 2011 - February 2013
Temp for Bon Secours Health System January 2012 - November 2012
GetMeetings.com February 2011 - July 2011
AXA Advisors 2008 - 2010
Chesterfield County Public Schools 1999 - 2007
Robert Rentz Interiors 2001 - 2002
Siddall, Inc 1983 - 1985
Zeigler Graphics 1900 - 1900
Skills
Graphic Design, Newsletters, PowerPoint, Photography, Problem Solving, Teaching, Desktop Publishing, Brochures, Facebook, Data Entry, Layout, Digital Photography, Office Administration, Advertising, Microsoft Excel, Microsoft Office, Microsoft Word, Home Staging, Event Planning, Project Management, Online Research, Creative Problem Solving, Administrative Support, MS Outlook Calendar..., Organizing, MS Office 2010, MSOffice 2007, MS Publisher, Illustration, Customer Relations, Painting - oil,..., Administrative..., Outlook, Customer Service, Training, Office 2010, Art, Time Management, Copywriting
Education
Kutztown University of Pennsylvania
BFA, Advertising
Virginia Commonwealth University
BFA, Art Education
Rebecca D. Turner, ChFC Rebecca D. Turner, ChFC's AXA Advisors Experience March 1989 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wealth Strategy Advisors March 1989 - Present
AXA Advisors March 1989 - Present
Skills
Investments, Wealth Management..., Risk Management, Asset Managment, Retirement Planning, Estate Planning, CRM, Insurance, Fixed Annuities, Series 7, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
The American College 2001 — 2004
ChFC
Kansas State University 1983 — 1985
BA, General Studies
Barton County Community College 1981 — 1983
Associates Degree, General Studies
Wealth Strategy Advisors March 1989 - Present
AXA Advisors March 1989 - Present
Skills
Investments, Wealth Management..., Risk Management, Asset Managment, Retirement Planning, Estate Planning, CRM, Insurance, Fixed Annuities, Series 7, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
The American College 2001 — 2004
ChFC
Kansas State University 1983 — 1985
BA, General Studies
Barton County Community College 1981 — 1983
Associates Degree, General Studies
Mohammad Mahmood Malik's AXA Advisors Experience 2001 - 2003
Job Bussiness Manager at United Wealth Group
Industry Financial Services
Experience
United Wealth Group 2011 - 2015
Citibank 2008 - 2010
Wachovia Bank 2006 - 2008
JPMorgan Chase 2003 - 2006
AXA Advisors 2001 - 2003
MCB Bank Limited 1993 - 2000
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Credit Risk, Retail Banking, Investments, Financial Analysis, Loans, Financial Services, Capital Markets, Financial Risk, Financial Modeling, Relationship Management, Islamic Finance, Finance, Cash Management, Investment Banking, Banking
Education
Institute of Business Administration 1990 — 1992
MBA, Management Information Systems
University of the Punjab, Lahore, Pakistan (Gordon College Rawalpindi) 1986 — 1988
Bachelor of Science (BSc), Mathematics and Physics
United Wealth Group 2011 - 2015
Citibank 2008 - 2010
Wachovia Bank 2006 - 2008
JPMorgan Chase 2003 - 2006
AXA Advisors 2001 - 2003
MCB Bank Limited 1993 - 2000
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Credit Risk, Retail Banking, Investments, Financial Analysis, Loans, Financial Services, Capital Markets, Financial Risk, Financial Modeling, Relationship Management, Islamic Finance, Finance, Cash Management, Investment Banking, Banking
Education
Institute of Business Administration 1990 — 1992
MBA, Management Information Systems
University of the Punjab, Lahore, Pakistan (Gordon College Rawalpindi) 1986 — 1988
Bachelor of Science (BSc), Mathematics and Physics
Charley Crutchfield's AXA Advisors Experience March 1999 - June 2001
Job Owner/Director, KC Mobile Dental
Industry Hospital & Health Care
Experience
KC Mobile Dental November 2014 - Present
Chandler Financial Group Inc April 2009 - October 2014
Cornerstone Financial Advisors July 2004 - April 2009
Tax Favored Benefits July 2001 - June 2004
AXA Advisors March 1999 - June 2001
CUNA Mutual Group October 1982 - December 1998
Skills
Retirement Planning, Investment Strategies, Leadership, Risk Management, Strategic Planning, Finance, Wealth, Coaching, Asset Allocation, Insurance, Estate Planning, Investments, Management, Sales, Mutual Funds, Leadership Development, Budgets, Small Business, Financial Services, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Life Insurance, Banking, Series 7, Portfolio Management, Financial Planning, Mortgage Lending, Loans
Education
Kansas State University 1977 — 1980
Bachelor of Science, Marketing
KC Mobile Dental November 2014 - Present
Chandler Financial Group Inc April 2009 - October 2014
Cornerstone Financial Advisors July 2004 - April 2009
Tax Favored Benefits July 2001 - June 2004
AXA Advisors March 1999 - June 2001
CUNA Mutual Group October 1982 - December 1998
Skills
Retirement Planning, Investment Strategies, Leadership, Risk Management, Strategic Planning, Finance, Wealth, Coaching, Asset Allocation, Insurance, Estate Planning, Investments, Management, Sales, Mutual Funds, Leadership Development, Budgets, Small Business, Financial Services, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Life Insurance, Banking, Series 7, Portfolio Management, Financial Planning, Mortgage Lending, Loans
Education
Kansas State University 1977 — 1980
Bachelor of Science, Marketing
Henry Youssef Henry Youssef's AXA Advisors Experience October 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
New York Life November 2006 - September 2012
Skills
Retirement Planning, Wealth Accumulation, IRAs, College Savings Plans, Coaching, Values-based Leadership
Education
Kean University 2003 — 2005
Bachelors, Management & Economics
AXA Advisors October 2012 - Present
New York Life November 2006 - September 2012
Skills
Retirement Planning, Wealth Accumulation, IRAs, College Savings Plans, Coaching, Values-based Leadership
Education
Kean University 2003 — 2005
Bachelors, Management & Economics
Jennifer Toth Jennifer Toth's AXA Advisors Experience May 2005 - September 2008
Job Title IX Officer for Staff at James Madison University
Industry Higher Education
Experience
James Madison University January 2015 - Present
James Madison University March 2010 - Present
James Madison University September 2012 - August 2013
Rockingham Memorial Hospital October 2008 - March 2010
AXA Advisors May 2005 - September 2008
Diversified Financial Concepts July 2001 - May 2005
Skills
Human Resources, Customer Service, Policy, New Hire Orientations, Employee Benefits, Talent Acquisition, Employee Relations, Leadership Development, Outlook, Recruiting, Performance Management, PowerPoint, Coaching, Microsoft Office, Microsoft Excel, Management, Deferred Compensation, Training, Interviews, Staff Development, Applicant Tracking..., Organizational..., Employee Engagement, Personnel Management, Onboarding, Conflict Resolution, Screening, Benefits Administration, Resume Writing, HRIS, Career Development
Education
James Madison University 2011 — 2015
Master’s Degree, M.S.Ed. Adult Education and Human Resource Development
James Madison University 1998 — 2000
BBA, Management, Human Resources
Lord Fairfax Community College 1996 — 1998
Associates Degree, Business Administration
James Madison University January 2015 - Present
James Madison University March 2010 - Present
James Madison University September 2012 - August 2013
Rockingham Memorial Hospital October 2008 - March 2010
AXA Advisors May 2005 - September 2008
Diversified Financial Concepts July 2001 - May 2005
Skills
Human Resources, Customer Service, Policy, New Hire Orientations, Employee Benefits, Talent Acquisition, Employee Relations, Leadership Development, Outlook, Recruiting, Performance Management, PowerPoint, Coaching, Microsoft Office, Microsoft Excel, Management, Deferred Compensation, Training, Interviews, Staff Development, Applicant Tracking..., Organizational..., Employee Engagement, Personnel Management, Onboarding, Conflict Resolution, Screening, Benefits Administration, Resume Writing, HRIS, Career Development
Education
James Madison University 2011 — 2015
Master’s Degree, M.S.Ed. Adult Education and Human Resource Development
James Madison University 1998 — 2000
BBA, Management, Human Resources
Lord Fairfax Community College 1996 — 1998
Associates Degree, Business Administration
Joseph P. Viviano Joseph P. Viviano's AXA Advisors Experience June 2011 - February 2012
Job Financial Advisor at MCC Financial Services, Inc.
Industry Financial Services
Experience
MCC Financial Services Inc. February 2012 - Present
AXA Advisors June 2011 - February 2012
AXA Advisors September 2010 - May 2011
Hinerwadels May 2008 - August 2010
Kinney Drugs January 2006 - September 2007
Skills
Financial Services, Securities, Retirement Planning, Finance, Wealth Management, Asset Allocation, Estate Planning, Employee Benefits, Life Insurance, Mutual Funds, Financial Planners, Series 7, Retirement, Risk Management, Financial Advisory, Fixed Annuities, Financial Analysis, Portfolio Management, Insurance, Educational Consulting, Series 63, Term Life Insurance, 401k, Long-term Care, Investments, Strategic Financial..., IRAs, Wealth, Alternative Investments, Small Business, Investment Strategies, Pensions, Options, 401k Rollovers, Equities, Variable Annuities, Whole Life, Health Insurance, Hedge Funds, Investment Advisory, Banking, Disability Insurance, Long Term Care Insurance, Series 6, Asset Management, FINRA, Series 65, Wealth Accumulation, Fixed Income, Asset Managment
Education
Le Moyne College 2007 — 2011
BA, Marketing (Philosphy Minor)
Cicero-North Syracuse High School 2004 — 2007
Honors Degree w/ Advanced Designation, Business Administration and Management, General
MCC Financial Services Inc. February 2012 - Present
AXA Advisors June 2011 - February 2012
AXA Advisors September 2010 - May 2011
Hinerwadels May 2008 - August 2010
Kinney Drugs January 2006 - September 2007
Skills
Financial Services, Securities, Retirement Planning, Finance, Wealth Management, Asset Allocation, Estate Planning, Employee Benefits, Life Insurance, Mutual Funds, Financial Planners, Series 7, Retirement, Risk Management, Financial Advisory, Fixed Annuities, Financial Analysis, Portfolio Management, Insurance, Educational Consulting, Series 63, Term Life Insurance, 401k, Long-term Care, Investments, Strategic Financial..., IRAs, Wealth, Alternative Investments, Small Business, Investment Strategies, Pensions, Options, 401k Rollovers, Equities, Variable Annuities, Whole Life, Health Insurance, Hedge Funds, Investment Advisory, Banking, Disability Insurance, Long Term Care Insurance, Series 6, Asset Management, FINRA, Series 65, Wealth Accumulation, Fixed Income, Asset Managment
Education
Le Moyne College 2007 — 2011
BA, Marketing (Philosphy Minor)
Cicero-North Syracuse High School 2004 — 2007
Honors Degree w/ Advanced Designation, Business Administration and Management, General
Daniel Kaufman Daniel Kaufman's AXA Advisors Experience May 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Bloomberg LP September 2013 - February 2014
Huntsville Havoc March 2013 - June 2013
Booz Allen Hamilton 2012 - 2012
Skills
Finance, Process Improvement, Accounting, Financial Analysis, Leadership, Organizational..., Executive Coaching, Business Strategy, Personnel Management, Business Analysis, Consulting, Project Management, Workshop Facilitation, Strategic Planning, Culture Change, Workforce Planning, Business Process, QuickBooks, Microsoft Office, Microsoft Excel, Bloomberg
Education
Johnson and Wales University 2010 — 2013
Bachelor of Science (BS), Accounting minor in Management/Psychology
Westfield State University 2009 — 2010
Bachelor's degree, Accounting, Business/Management, and Psychology
Westford Academy 2007 — 2008
scotch plains 2004 — 2007
AXA Advisors May 2014 - Present
Bloomberg LP September 2013 - February 2014
Huntsville Havoc March 2013 - June 2013
Booz Allen Hamilton 2012 - 2012
Skills
Finance, Process Improvement, Accounting, Financial Analysis, Leadership, Organizational..., Executive Coaching, Business Strategy, Personnel Management, Business Analysis, Consulting, Project Management, Workshop Facilitation, Strategic Planning, Culture Change, Workforce Planning, Business Process, QuickBooks, Microsoft Office, Microsoft Excel, Bloomberg
Education
Johnson and Wales University 2010 — 2013
Bachelor of Science (BS), Accounting minor in Management/Psychology
Westfield State University 2009 — 2010
Bachelor's degree, Accounting, Business/Management, and Psychology
Westford Academy 2007 — 2008
scotch plains 2004 — 2007
Cody White's AXA Advisors Experience October 2013 - October 2014
Job Account Executive, Sales Analyst at CiteLighter
Industry Financial Services
Experience
Citelighter, Inc October 2014 - Present
AXA Advisors October 2013 - October 2014
iCore Networks March 2013 - August 2013
Worldwide Express October 2012 - March 2013
hhgregg July 2011 - October 2012
Skills
Customer Service, Sales, Public Speaking, Marketing, Microsoft Office, Needs Analysis, Manage Client..., Networking, Consulting, Marketing Strategy, Customer Acquisition, Customer Oriented, Cloud Computing, Small Business, CRM, Analytics, Sales Analysis, Competitive Analysis, Leadership, Business Analysis, Salesforce.com, Salesforce.com...
Education
Kutztown University of Pennsylvania 2007 — 2011
BSBA, Marketing and Management, 3.0
Abington Heights
Citelighter, Inc October 2014 - Present
AXA Advisors October 2013 - October 2014
iCore Networks March 2013 - August 2013
Worldwide Express October 2012 - March 2013
hhgregg July 2011 - October 2012
Skills
Customer Service, Sales, Public Speaking, Marketing, Microsoft Office, Needs Analysis, Manage Client..., Networking, Consulting, Marketing Strategy, Customer Acquisition, Customer Oriented, Cloud Computing, Small Business, CRM, Analytics, Sales Analysis, Competitive Analysis, Leadership, Business Analysis, Salesforce.com, Salesforce.com...
Education
Kutztown University of Pennsylvania 2007 — 2011
BSBA, Marketing and Management, 3.0
Abington Heights
Kerri (Helverson) Rudiger Kerri (Helverson) Rudiger's AXA Advisors Experience November 2002 - April 2006
Job Marketing, Retirement Plan Services at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group October 2013 - April 2015
Lincoln Financial Group September 2012 - October 2013
Endo Pharmaceuticals March 2011 - May 2012
NSM Insurance Group June 2010 - October 2010
ING January 2009 - June 2010
ING January 2007 - June 2010
The Hartford (PLANCO) April 2006 - January 2007
AXA Advisors November 2002 - April 2006
Skills
Relationship Marketing, Business Relationship..., Campaign Development, Campaign Management, SharePoint, Product Marketing, Marketing Communications, Channel Marketing, Brand Development, Brand Awareness, Creative Development, Creative Writing, Creative Strategy, Creative Direction, Multi-channel Marketing, Marketing, Strategy, CRM, Campaigns, Management, Leadership, Marketing Strategy, Business Development, Insurance, Project Management, Strategic Planning
Education
Temple University 2000 — 2002
Master's, Journalism and Public Relations
King's College 1996 — 2000
BA, Mass Communications and Marketing
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group October 2013 - April 2015
Lincoln Financial Group September 2012 - October 2013
Endo Pharmaceuticals March 2011 - May 2012
NSM Insurance Group June 2010 - October 2010
ING January 2009 - June 2010
ING January 2007 - June 2010
The Hartford (PLANCO) April 2006 - January 2007
AXA Advisors November 2002 - April 2006
Skills
Relationship Marketing, Business Relationship..., Campaign Development, Campaign Management, SharePoint, Product Marketing, Marketing Communications, Channel Marketing, Brand Development, Brand Awareness, Creative Development, Creative Writing, Creative Strategy, Creative Direction, Multi-channel Marketing, Marketing, Strategy, CRM, Campaigns, Management, Leadership, Marketing Strategy, Business Development, Insurance, Project Management, Strategic Planning
Education
Temple University 2000 — 2002
Master's, Journalism and Public Relations
King's College 1996 — 2000
BA, Mass Communications and Marketing
Jace Whitmer's AXA Advisors Experience August 2013 - September 2013
Job Treasury Analyst III at The CocaCola Company
Industry Financial Services
Experience
The Coca-Cola Company April 2014 - Present
The Coca-Cola Company October 2013 - April 2014
AXA Advisors August 2013 - September 2013
AXA Advisors June 2013 - July 2013
Atlanta Braves June 2009 - June 2011
Skills
Strategic Planning, Portfolio Management, Equities, Finance, Risk Management, Research, Strategic Financial..., Valuation
Education
Kennesaw State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
The Coca-Cola Company April 2014 - Present
The Coca-Cola Company October 2013 - April 2014
AXA Advisors August 2013 - September 2013
AXA Advisors June 2013 - July 2013
Atlanta Braves June 2009 - June 2011
Skills
Strategic Planning, Portfolio Management, Equities, Finance, Risk Management, Research, Strategic Financial..., Valuation
Education
Kennesaw State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
George C. Boomer's AXA Advisors Experience November 2001 - September 2004
Job Employee Benefits and H.R. Problem Solver
Industry Human Resources
Experience
Independent HR Consultant June 2011 - Present
Independent Contractor September 2004 - Present
Colonial Life 2008 - 2010
AXA Advisors November 2001 - September 2004
The Upper Crust February 1996 - November 2001
The Boomer Co April 1981 - December 1992
The Boomer Co April 1981 - December 1992
Owens-Corning Fiberglas Corp January 1979 - December 1980
Skills
Customer Service, Employee Engagement, Training, Employee Benefits, Small Business, Accounting, Benefits Administration, Human Resources, Health Insurance, Payroll, Personnel Management, Marketing, FMLA, Sales Operations, Purchasing, Employee Relations
Education
Northwest Christian University 2015 — 2017
Bachelor's degree, Accounting
Lane Community College
Accounting
Regis University
B.A., Political Science
Wayne State University
Business School: Organizational Psychology, Marketing
Independent HR Consultant June 2011 - Present
Independent Contractor September 2004 - Present
Colonial Life 2008 - 2010
AXA Advisors November 2001 - September 2004
The Upper Crust February 1996 - November 2001
The Boomer Co April 1981 - December 1992
The Boomer Co April 1981 - December 1992
Owens-Corning Fiberglas Corp January 1979 - December 1980
Skills
Customer Service, Employee Engagement, Training, Employee Benefits, Small Business, Accounting, Benefits Administration, Human Resources, Health Insurance, Payroll, Personnel Management, Marketing, FMLA, Sales Operations, Purchasing, Employee Relations
Education
Northwest Christian University 2015 — 2017
Bachelor's degree, Accounting
Lane Community College
Accounting
Regis University
B.A., Political Science
Wayne State University
Business School: Organizational Psychology, Marketing
Marguerite Margo Mastalir Marguerite Margo Mastalir's AXA Advisors Experience 2006 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors 2006 - Present
Mastalir Plumbing Inc 1999 - Present
Smith Barney 1987 - 2005
Skills
Investments, Small Business, Insurance, Estate Planning, Finance, Retirement, Fixed Annuities, Risk Management, Financial Services, Sales, Securities, Financial Advisory
Education
Lakeland College 1990 — 1995
BA, Business
AXA Advisors 2006 - Present
Mastalir Plumbing Inc 1999 - Present
Smith Barney 1987 - 2005
Skills
Investments, Small Business, Insurance, Estate Planning, Finance, Retirement, Fixed Annuities, Risk Management, Financial Services, Sales, Securities, Financial Advisory
Education
Lakeland College 1990 — 1995
BA, Business
Claire Diele Claire Diele's AXA Advisors Experience November 2001 - Present
Job Financial Consultant at Axa Advisors
Industry Financial Services
Experience
AXA Advisors November 2001 - Present
American Dream Promotions, Inc. August 1982 - Present
AMB Investments April 1998 - October 2001
Madison Square Garden September 1980 - August 1982
Astoria Federal Savings January 1975 - January 1982
Skills
Investment Strategies, Retirement Planning, Insurance, Series 7, Marketing
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
Master of Science, Sport Management
LIU Post 1975 — 1979
Bachelor of Science, Dual Major: Business Management/Marketing
AXA Advisors November 2001 - Present
American Dream Promotions, Inc. August 1982 - Present
AMB Investments April 1998 - October 2001
Madison Square Garden September 1980 - August 1982
Astoria Federal Savings January 1975 - January 1982
Skills
Investment Strategies, Retirement Planning, Insurance, Series 7, Marketing
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
Master of Science, Sport Management
LIU Post 1975 — 1979
Bachelor of Science, Dual Major: Business Management/Marketing
Richard Brearton Richard Brearton's AXA Advisors Experience July 2012 - December 2013
Job Sales
Industry Restaurants
Experience
AXA Advisors July 2012 - December 2013
Fidelity Investments November 2008 - July 2012
Fidelity Investments November 2008 - July 2012
Carrabba's Italian Grill May 2006 - September 2008
Carrabba's Italian Grill May 2006 - September 2008
Carrabba's Italian Grill March 2006 - September 2008
Corporate Screening Consulting, LLC May 2005 - August 2005
Beverage Dist. Inc January 2001 - January 2003
Skills
Licensed Life Insurance..., Series 6, Series 63, Series 7, 401k, Retirement Planning, Investments, Financial Services, Defined Contribution, Loans, Customer Service, Mutual Funds, 403 b, Financial Modeling, Life Insurance, Uniform Combined State..., Financial Analysis, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Securities
Education
Kent State University 2000 — 2005
BA, History
Southern New Hampshire University 2011 — 2014
MBA, Finance
AXA Advisors July 2012 - December 2013
Fidelity Investments November 2008 - July 2012
Fidelity Investments November 2008 - July 2012
Carrabba's Italian Grill May 2006 - September 2008
Carrabba's Italian Grill May 2006 - September 2008
Carrabba's Italian Grill March 2006 - September 2008
Corporate Screening Consulting, LLC May 2005 - August 2005
Beverage Dist. Inc January 2001 - January 2003
Skills
Licensed Life Insurance..., Series 6, Series 63, Series 7, 401k, Retirement Planning, Investments, Financial Services, Defined Contribution, Loans, Customer Service, Mutual Funds, 403 b, Financial Modeling, Life Insurance, Uniform Combined State..., Financial Analysis, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Securities
Education
Kent State University 2000 — 2005
BA, History
Southern New Hampshire University 2011 — 2014
MBA, Finance
Amine Khater's AXA Advisors Experience July 2009 - December 2012
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
AXA Advisors July 2009 - December 2012
Garden State Securities (Pendulum Capital Markets) February 2010 - March 2010
Skills
Investments, IRAs, Finance, Insurance, Banking, Risk Management, Disability Insurance, Series 7, Bonds, Portfolio Management, Series 63, Life Insurance, Estate Planning, Strategic Financial..., Strategic Planning, Series 24, Series 65, Non-Qualified Deferred..., Qualified Retirement..., Health Insurance, Networking, Real Estate, General Securities..., Business Owner Planning, Successful Business..., Charitable Gift Planning, Snowboarding, Marathon, Legal Writing, Legal Research
Education
Widener University School of Law 2013 — 2017
Juris Doctor, Corporate Law & International Law
Kean University 2008 — 2009
B.S, Finance
Middlesex County College 2005 — 2008
Assoc, Liberal Arts / Business
Wells Fargo January 2013 - Present
AXA Advisors July 2009 - December 2012
Garden State Securities (Pendulum Capital Markets) February 2010 - March 2010
Skills
Investments, IRAs, Finance, Insurance, Banking, Risk Management, Disability Insurance, Series 7, Bonds, Portfolio Management, Series 63, Life Insurance, Estate Planning, Strategic Financial..., Strategic Planning, Series 24, Series 65, Non-Qualified Deferred..., Qualified Retirement..., Health Insurance, Networking, Real Estate, General Securities..., Business Owner Planning, Successful Business..., Charitable Gift Planning, Snowboarding, Marathon, Legal Writing, Legal Research
Education
Widener University School of Law 2013 — 2017
Juris Doctor, Corporate Law & International Law
Kean University 2008 — 2009
B.S, Finance
Middlesex County College 2005 — 2008
Assoc, Liberal Arts / Business
Siga Kisielius Siga Kisielius's AXA Advisors Experience March 2015 - June 2015
Job Management Consulting Intern
Industry Management Consulting
Experience
Kalamazoo College September 2015 - Present
Strategy Consulting Firm June 2015 - August 2015
AXA Advisors March 2015 - June 2015
CBT-I December 2014 - February 2015
Siqin June 2014 - August 2014
Strategy Consulting Firm November 2012 - December 2013
Camp Dainava June 2012 - August 2012
Zumbakis & Associates August 2011 - June 2012
Skills
Economics, Statistics, Analysis, PowerPoint, Teamwork, Strategy, Stata, Research, Microsoft Excel, Data Analysis, Sustainability, Market Research, Customer Service, Photoshop
Education
Kalamazoo College 2012 — 2016
Bachelor’s Degree, Economics, 3.69
ISDSI (International Sustainable Development Studies Institute) 2014 — 2015
Sustainable Development
Maironio Lituanistinė Mokykla 1998 — 2011
Lithuanian History, Literature, Arts, Politics, Culture
Kalamazoo College September 2015 - Present
Strategy Consulting Firm June 2015 - August 2015
AXA Advisors March 2015 - June 2015
CBT-I December 2014 - February 2015
Siqin June 2014 - August 2014
Strategy Consulting Firm November 2012 - December 2013
Camp Dainava June 2012 - August 2012
Zumbakis & Associates August 2011 - June 2012
Skills
Economics, Statistics, Analysis, PowerPoint, Teamwork, Strategy, Stata, Research, Microsoft Excel, Data Analysis, Sustainability, Market Research, Customer Service, Photoshop
Education
Kalamazoo College 2012 — 2016
Bachelor’s Degree, Economics, 3.69
ISDSI (International Sustainable Development Studies Institute) 2014 — 2015
Sustainable Development
Maironio Lituanistinė Mokykla 1998 — 2011
Lithuanian History, Literature, Arts, Politics, Culture
Anna Simi's AXA Advisors Experience July 2015 - Present
Job Senior Branch Support at AXA Advisors
Industry Retail
Experience
AXA Advisors July 2015 - Present
POSE Cleveland July 2015 - Present
Nordstrom June 2013 - Present
Nordstrom September 2013 - August 2014
ALDO Group September 2008 - August 2013
Charlotte Russe September 2006 - February 2009
Skills
Visual Merchandising, Store Management, Customer Service, Loss Prevention, Recruiting, Team Leadership, Training, Direct Sales, Leadership, Profit, Sales, Store Operations, Time Management, Sales Management, Management, Merchandising
Education
Kent State University 2005 — 2010
Bachelor of Arts, Communication Studies
AXA Advisors July 2015 - Present
POSE Cleveland July 2015 - Present
Nordstrom June 2013 - Present
Nordstrom September 2013 - August 2014
ALDO Group September 2008 - August 2013
Charlotte Russe September 2006 - February 2009
Skills
Visual Merchandising, Store Management, Customer Service, Loss Prevention, Recruiting, Team Leadership, Training, Direct Sales, Leadership, Profit, Sales, Store Operations, Time Management, Sales Management, Management, Merchandising
Education
Kent State University 2005 — 2010
Bachelor of Arts, Communication Studies
Danielle Casadonte's AXA Advisors Experience January 2015 - Present
Job Recruiting Coordinator at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors January 2015 - Present
AXA Advisors October 2014 - Present
AXA Advisors May 2014 - October 2014
ArtWorks Gallery January 2014 - May 2014
Madison Connection January 2012 - May 2014
WaterFire Providence May 2013 - August 2013
Colegio Salesiano "María Auxiliadora" January 2013 - May 2013
Skills
iMovie, InDesign, Illustrator, Photoshop, HTML 5, Dreamweaver, Spanish-speaking, CSS, Mac OS, Microsoft Office, Highly detail oriented, Organized Multi-tasker, jQuery Mobile, Customer Service, Microsoft Publisher, Spanish, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Media Arts & Design - Corporate Communication
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Modern Foreign Languages - Spanish
AXA Advisors January 2015 - Present
AXA Advisors October 2014 - Present
AXA Advisors May 2014 - October 2014
ArtWorks Gallery January 2014 - May 2014
Madison Connection January 2012 - May 2014
WaterFire Providence May 2013 - August 2013
Colegio Salesiano "María Auxiliadora" January 2013 - May 2013
Skills
iMovie, InDesign, Illustrator, Photoshop, HTML 5, Dreamweaver, Spanish-speaking, CSS, Mac OS, Microsoft Office, Highly detail oriented, Organized Multi-tasker, jQuery Mobile, Customer Service, Microsoft Publisher, Spanish, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Media Arts & Design - Corporate Communication
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Modern Foreign Languages - Spanish
Migdalia Morales Migdalia Morales's AXA Advisors Experience September 2013 - Present
Job AXA Advisor
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Old Mutual (Bermuda) Ltd. September 2011 - October 2012
MetLife April 2000 - September 2011
Skills
Product Marketing, Management, Investments, Financial Analysis, Portfolio Management, Risk Management, Insurance, Financial Planning, Wealth Management, Finance, Retirement Planning, Securities, Equities, Life Insurance, Asset Management, Business Analysis, Strategy, Retirement, Financial Services, Fixed Income, Mutual Funds, Investment Advisory, Asset Allocation, Financial Advisory
Education
Kean University
Bachelor's degree, Economics
AXA Advisors September 2013 - Present
Old Mutual (Bermuda) Ltd. September 2011 - October 2012
MetLife April 2000 - September 2011
Skills
Product Marketing, Management, Investments, Financial Analysis, Portfolio Management, Risk Management, Insurance, Financial Planning, Wealth Management, Finance, Retirement Planning, Securities, Equities, Life Insurance, Asset Management, Business Analysis, Strategy, Retirement, Financial Services, Fixed Income, Mutual Funds, Investment Advisory, Asset Allocation, Financial Advisory
Education
Kean University
Bachelor's degree, Economics
Richard Webdell's AXA Advisors Experience July 2002 - August 2012
Job Financial Advisor at Bukaty Companies Financial Services
Industry Financial Services
Experience
Bukaty Companies December 2014 - Present
Webdell Financial, LLC September 2012 - December 2014
AXA Advisors July 2002 - August 2012
Skills
Wealth Management, Financial Planning
Education
Kansas State University 1996 — 2000
Bukaty Companies December 2014 - Present
Webdell Financial, LLC September 2012 - December 2014
AXA Advisors July 2002 - August 2012
Skills
Wealth Management, Financial Planning
Education
Kansas State University 1996 — 2000
MacKenzie Turner's AXA Advisors Experience June 2014 - August 2014
Job Student at Kean University
Industry Accounting
Experience
AXA Advisors June 2014 - August 2014
The Sundae Times August 2008 - August 2014
Seven for All Mankind December 2013 - February 2014
Lord & Taylor January 2012 - May 2013
Skills
High Proficiency..., Excellent personal..., Strong writing skills, Advanced observation..., Organization and..., Handling cash..., Experienced teaching /..., Experienced manager, Proven team player, Customer service /..., Comfortable with..., Management
Education
Kean University 2014 — 2016
Bachelor’s Degree, Accounting, Junior
AXA Advisors June 2014 - August 2014
The Sundae Times August 2008 - August 2014
Seven for All Mankind December 2013 - February 2014
Lord & Taylor January 2012 - May 2013
Skills
High Proficiency..., Excellent personal..., Strong writing skills, Advanced observation..., Organization and..., Handling cash..., Experienced teaching /..., Experienced manager, Proven team player, Customer service /..., Comfortable with..., Management
Education
Kean University 2014 — 2016
Bachelor’s Degree, Accounting, Junior
Kenny Moody Kenny Moody's AXA Advisors Experience 2005 - 2006
Job Licensed Agent at SelectQuote Insurance Services
Industry Insurance
Experience
SelectQuote Insurance Services April 2015 - Present
The ZEN Group 2014 - Present
Crome December 2014 - March 2015
Jacksonville Sports Nutrition May 2014 - December 2014
VELUX America, Inc. 2010 - May 2014
Sherwin Williams 2006 - 2010
Lowe's Home Improvement 2006 - 2006
AXA Advisors 2005 - 2006
First Presbyterian Church 2003 - 2005
Skills
Leadership, Sales, Sales Management, Management, Customer Service, Inventory Management, Team Building, CRM, Team Leadership, Marketing Strategy, Pricing, Business Strategy, Time Management, Strategy, Advertising, Strategic Planning, Budgets, Marketing, Recruiting, Operations Management, Teamwork, Process Improvement, Purchasing, Training, Contract Negotiation, Direct Sales, Coaching, Project Management, Retail, Leadership Development, Negotiation, Music, Social Networking, Sales Operations, Daylighting, Vocalist, Project Planning, Account Management, B2B, Networking, Lean Management, Cold Calling, Bodybuilding, Motivation, Technology, Series 7, Series 63
Education
Lander University 1999 — 2003
BA
Clemson University 1998 — 1999
BS
Greenwood High School 1994 — 1998
Diploma
SelectQuote Insurance Services April 2015 - Present
The ZEN Group 2014 - Present
Crome December 2014 - March 2015
Jacksonville Sports Nutrition May 2014 - December 2014
VELUX America, Inc. 2010 - May 2014
Sherwin Williams 2006 - 2010
Lowe's Home Improvement 2006 - 2006
AXA Advisors 2005 - 2006
First Presbyterian Church 2003 - 2005
Skills
Leadership, Sales, Sales Management, Management, Customer Service, Inventory Management, Team Building, CRM, Team Leadership, Marketing Strategy, Pricing, Business Strategy, Time Management, Strategy, Advertising, Strategic Planning, Budgets, Marketing, Recruiting, Operations Management, Teamwork, Process Improvement, Purchasing, Training, Contract Negotiation, Direct Sales, Coaching, Project Management, Retail, Leadership Development, Negotiation, Music, Social Networking, Sales Operations, Daylighting, Vocalist, Project Planning, Account Management, B2B, Networking, Lean Management, Cold Calling, Bodybuilding, Motivation, Technology, Series 7, Series 63
Education
Lander University 1999 — 2003
BA
Clemson University 1998 — 1999
BS
Greenwood High School 1994 — 1998
Diploma
Jonathan Spector, CFP® Jonathan Spector, CFP®'s AXA Advisors Experience April 2008 - April 2009
Job Associate Advisor at Personal Financial Consultants
Industry Financial Services
Experience
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Lichao(Emma) GU Lichao(Emma) GU's AXA Advisors Experience March 2011 - May 2011
Job Business Analyst at Visa
Industry Information Technology and Services
Experience
Visa February 2015 - Present
East West Bank June 2012 - February 2015
CallSource February 2012 - June 2012
Newfound Heights January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AXA Advisors March 2011 - May 2011
Bank of China June 2009 - August 2009
Globe-Tex Apparel June 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Statement..., Valuation, Forecasting, Financial Reporting, Mandarin, Accounting, Finance, Strategic Financial..., Access, Bloomberg, Data Analysis, Financial Forecasting, Microsoft Excel, Credit Analysis, Investments, Portfolio Management, Due Diligence, Banking, Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, FINANCE
Shanghai University of Finance and Economics 2006 — 2010
BS, Management of Information System
Bordeaux Business School 2009 — 2009
Exchange student, Business Administration
Mount Royal College 2007 — 2007
Summer program, Business
Visa February 2015 - Present
East West Bank June 2012 - February 2015
CallSource February 2012 - June 2012
Newfound Heights January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AXA Advisors March 2011 - May 2011
Bank of China June 2009 - August 2009
Globe-Tex Apparel June 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Statement..., Valuation, Forecasting, Financial Reporting, Mandarin, Accounting, Finance, Strategic Financial..., Access, Bloomberg, Data Analysis, Financial Forecasting, Microsoft Excel, Credit Analysis, Investments, Portfolio Management, Due Diligence, Banking, Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, FINANCE
Shanghai University of Finance and Economics 2006 — 2010
BS, Management of Information System
Bordeaux Business School 2009 — 2009
Exchange student, Business Administration
Mount Royal College 2007 — 2007
Summer program, Business
Carmen M Herrera Carmen M Herrera's AXA Advisors Experience June 1996 - June 2010
Job Managing Partner, CMHC Wealth Advisors
Industry Financial Services
Experience
CMHC Wealth Advisors, LLC June 2010 - Present
AXA Advisors June 1996 - June 2010
Skills
Retirement, Tax, Wealth, Estate Planning, Insurance, Wealth Accumulation, Investments, Financial Advisory, Nonprofits, Strategic Financial..., Sales, Finance, Business Development, Risk Management, Financial Planners, Retirement Planning, Series 63, Personal Finance, Investment Advisory, Public Speaking, Employee Benefits, Fixed Annuities, Banking, Business Planning, Small Business, Wealth Management, Long-term Care, 401k, Mutual Funds
Education
Lakeland College 1989 — 1993
BS, Business, Accounting, Economics
University of Wisconsin-Milwaukee 1984 — 1986
Accounting
CMHC Wealth Advisors, LLC June 2010 - Present
AXA Advisors June 1996 - June 2010
Skills
Retirement, Tax, Wealth, Estate Planning, Insurance, Wealth Accumulation, Investments, Financial Advisory, Nonprofits, Strategic Financial..., Sales, Finance, Business Development, Risk Management, Financial Planners, Retirement Planning, Series 63, Personal Finance, Investment Advisory, Public Speaking, Employee Benefits, Fixed Annuities, Banking, Business Planning, Small Business, Wealth Management, Long-term Care, 401k, Mutual Funds
Education
Lakeland College 1989 — 1993
BS, Business, Accounting, Economics
University of Wisconsin-Milwaukee 1984 — 1986
Accounting
Jake Mellor, MBA, CFP®'s AXA Advisors Experience 2012 - 2013
Job Commissioner / Surveyor at Carbon County Administration
Industry Investment Management
Experience
Carbon County Administration January 2015 - Present
Wealth Management Strategies: A EFG Group of AXA Advisors April 2013 - Present
Tatton & Mellor Insurance Agency March 2013 - Present
Jake Mellor Tax & Accounting Services January 2013 - Present
AXA Advisors, LLC October 2012 - Present
Jake Mellor Financial Services, LLC September 2010 - Present
AXA Advisors 2012 - 2013
Hill and Stone Insurance 2012 - 2013
Humana 2009 - 2013
Cambridge Financial Services September 2010 - October 2012
Skills
IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance, Universal Life, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement, Customer Service, Key Person Insurance, Whole Life, Variable Annuities, Retirement Planning, Estate Planning, Financial Planners, Employee Benefits, Wealth Management, Health Insurance, Investment Advisory, Securities, Strategic Financial..., Series 7, Finance, Investment Management, Property & Casualty..., Small Business, Commercial Insurance, General Insurance, Management, Personal Finance, Long Term Care Insurance, Personal Financial..., Budgets, Risk Management, Wealth Accumulation, Accounting, 401k, Financial Services, Roth IRA, Retirement Savings, 401k Rollovers, Group Insurance, Pensions, Wealth, Financial Advisory, Financial Analysis, Asset Protection
Education
Kaplan University 2009 — 2012
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Southern Utah University 2009 — 2011
MBA, Masters of Busines Administration
Southern Utah University 2008 — 2010
Bachelor of Science in FINANCE, Investments & Insurance, 3.8
Snow College 2003 — 2004
AS, Business
Carbon County Administration January 2015 - Present
Wealth Management Strategies: A EFG Group of AXA Advisors April 2013 - Present
Tatton & Mellor Insurance Agency March 2013 - Present
Jake Mellor Tax & Accounting Services January 2013 - Present
AXA Advisors, LLC October 2012 - Present
Jake Mellor Financial Services, LLC September 2010 - Present
AXA Advisors 2012 - 2013
Hill and Stone Insurance 2012 - 2013
Humana 2009 - 2013
Cambridge Financial Services September 2010 - October 2012
Skills
IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance, Universal Life, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement, Customer Service, Key Person Insurance, Whole Life, Variable Annuities, Retirement Planning, Estate Planning, Financial Planners, Employee Benefits, Wealth Management, Health Insurance, Investment Advisory, Securities, Strategic Financial..., Series 7, Finance, Investment Management, Property & Casualty..., Small Business, Commercial Insurance, General Insurance, Management, Personal Finance, Long Term Care Insurance, Personal Financial..., Budgets, Risk Management, Wealth Accumulation, Accounting, 401k, Financial Services, Roth IRA, Retirement Savings, 401k Rollovers, Group Insurance, Pensions, Wealth, Financial Advisory, Financial Analysis, Asset Protection
Education
Kaplan University 2009 — 2012
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Southern Utah University 2009 — 2011
MBA, Masters of Busines Administration
Southern Utah University 2008 — 2010
Bachelor of Science in FINANCE, Investments & Insurance, 3.8
Snow College 2003 — 2004
AS, Business
Adam D'Amore Adam D'Amore's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
Nicole T. Ramirez Nicole T. Ramirez's AXA Advisors Experience December 2006 - Present
Job Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors December 2006 - Present
Education
John Brown University 1994 — 1998
Bachelor of Science (BS), Major: Corporate Wellness Management, Minor: Business
AXA Advisors December 2006 - Present
Education
John Brown University 1994 — 1998
Bachelor of Science (BS), Major: Corporate Wellness Management, Minor: Business
Brian Fitzharris Brian Fitzharris's AXA Advisors Experience April 2008 - Present
Job Financial Professional AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2008 - Present
BDP International May 2006 - April 2008
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Financial Analysis, Series 66, Leadership, Investment Strategies
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Management with a minor in Economics
AXA Advisors April 2008 - Present
BDP International May 2006 - April 2008
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Financial Analysis, Series 66, Leadership, Investment Strategies
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Management with a minor in Economics
Iryna Shevchuk Iryna Shevchuk's AXA Advisors Experience September 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
Pace University September 2015 - Present
AXA Advisors September 2015 - Present
Beta Alpha Psi June 2015 - Present
Upward Bound House December 2014 - May 2015
Tommy Hilfiger September 2014 - December 2014
Skills
Microsoft Excel, Financial Planning, Strategy, Research, Social Networking, Financial Analysis, Project Management, Time Management, Data Analysis, Teamwork, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Facebook, Social Media, Marketing Strategy, Selling, Business Strategy, Sales
Education
Pace University - Lubin School of Business 2013 — 2017
Bachelor's Degree, Finance and Economics
Kean University 2012 — 2012
Holocaust and Genocide Studies
Watchung Hills Regional High School 2009 — 2013
High School, High School/Secondary Diplomas and Certificates
Pace University September 2015 - Present
AXA Advisors September 2015 - Present
Beta Alpha Psi June 2015 - Present
Upward Bound House December 2014 - May 2015
Tommy Hilfiger September 2014 - December 2014
Skills
Microsoft Excel, Financial Planning, Strategy, Research, Social Networking, Financial Analysis, Project Management, Time Management, Data Analysis, Teamwork, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Facebook, Social Media, Marketing Strategy, Selling, Business Strategy, Sales
Education
Pace University - Lubin School of Business 2013 — 2017
Bachelor's Degree, Finance and Economics
Kean University 2012 — 2012
Holocaust and Genocide Studies
Watchung Hills Regional High School 2009 — 2013
High School, High School/Secondary Diplomas and Certificates
Mark Joukoff's AXA Advisors Experience April 2015 - Present
Job Senior Manager Operations
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Merrill Lynch March 2012 - April 2015
Cbeyond January 2012 - March 2012
Young and Rubicam August 2011 - December 2011
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Uniform Combined State..., Finance, Series 63, Financial Advisory, Mutual Funds, Series 7, Wealth Management, Financial Planning, Microsoft Office, Customer Service, Public Speaking
Education
University of Nevada-Reno 2010 — 2011
B.A
Kansas State University 2008 — 2009
Political Communications
Santa Rosa Junior College 2006 — 2008
Associate of Arts (AA), Mass Communication/Media Studies
AXA Advisors April 2015 - Present
Merrill Lynch March 2012 - April 2015
Cbeyond January 2012 - March 2012
Young and Rubicam August 2011 - December 2011
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Uniform Combined State..., Finance, Series 63, Financial Advisory, Mutual Funds, Series 7, Wealth Management, Financial Planning, Microsoft Office, Customer Service, Public Speaking
Education
University of Nevada-Reno 2010 — 2011
B.A
Kansas State University 2008 — 2009
Political Communications
Santa Rosa Junior College 2006 — 2008
Associate of Arts (AA), Mass Communication/Media Studies
Nicholas Peters's AXA Advisors Experience May 2011 - January 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
AXA Advisors May 2011 - January 2012
Conn's January 2003 - January 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Financial Advisory, IRAs, Investments, 401k, Fixed Annuities, Securities, Financial Goals, Alternative Investments, Estate Planning, Investment Management, Insurance, Bonds, Finance, Wealth, Equities, 401k Rollovers, Long Term Care Insurance, Pensions, Wealth Accumulation, Long-term Care
Education
Lamar University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Kelly High School
Merrill Lynch February 2012 - Present
AXA Advisors May 2011 - January 2012
Conn's January 2003 - January 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Financial Advisory, IRAs, Investments, 401k, Fixed Annuities, Securities, Financial Goals, Alternative Investments, Estate Planning, Investment Management, Insurance, Bonds, Finance, Wealth, Equities, 401k Rollovers, Long Term Care Insurance, Pensions, Wealth Accumulation, Long-term Care
Education
Lamar University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Kelly High School
Matthew Melly's AXA Advisors Experience July 2011 - June 2012
Job Sales Professional
Industry Marketing and Advertising
Experience
ProShare Advisors LLC August 2015 - Present
LivingSocial June 2014 - August 2015
Global Sports Publications August 2012 - March 2013
AXA Advisors July 2011 - June 2012
Hennion and Walsh June 2010 - January 2011
SmartGrowth Mutual Funds July 2010 - October 2010
Lafayette College Sports Marketing September 2008 - May 2010
Aldi Regional Warehouse May 2007 - September 2007
Salisbury Township June 2005 - August 2005
Skills
Leadership, Marketing, Sales, Marketing Strategy, Management
Education
Lafayette College 2006 — 2010
Bachelor of Arts Degree, Government and Law; Anthropology and Sociology
ProShare Advisors LLC August 2015 - Present
LivingSocial June 2014 - August 2015
Global Sports Publications August 2012 - March 2013
AXA Advisors July 2011 - June 2012
Hennion and Walsh June 2010 - January 2011
SmartGrowth Mutual Funds July 2010 - October 2010
Lafayette College Sports Marketing September 2008 - May 2010
Aldi Regional Warehouse May 2007 - September 2007
Salisbury Township June 2005 - August 2005
Skills
Leadership, Marketing, Sales, Marketing Strategy, Management
Education
Lafayette College 2006 — 2010
Bachelor of Arts Degree, Government and Law; Anthropology and Sociology
Jonathon Schrick's AXA Advisors Experience August 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Kansas State University July 2012 - June 2013
City of Sedgwick May 2011 - August 2011
City of Sedgwick May 2010 - August 2010
Skills
Excel, Word, PowerPoint, Financial Analysis, Risk Management, Risk Analysis, Financial Reporting, Estate Planning, Retirement Planning
Education
Kansas State University 2010 — 2013
Bachelor's Degree, BA-FINAN-Finance
AXA Advisors August 2013 - Present
Kansas State University July 2012 - June 2013
City of Sedgwick May 2011 - August 2011
City of Sedgwick May 2010 - August 2010
Skills
Excel, Word, PowerPoint, Financial Analysis, Risk Management, Risk Analysis, Financial Reporting, Estate Planning, Retirement Planning
Education
Kansas State University 2010 — 2013
Bachelor's Degree, BA-FINAN-Finance
Kevin Galazin's AXA Advisors Experience May 2015 - Present
Job Financial Advisor (trainee) at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Bonefish Grill September 2014 - Present
Stage House Tavern April 2014 - September 2014
Applebee's January 2012 - January 2014
Ruby Tuesday January 2011 - January 2012
Skills
Economics, Flow Charts, Marketing, Financial Analysis, Microsoft Office, Photoshop, Serving Others, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Social Media, Event Planning
Education
Kean University 2013 — 2015
B.S. Finance, Finance, Economics
Seton Hall University 2009 — 2011
Finance, General
AXA Advisors May 2015 - Present
Bonefish Grill September 2014 - Present
Stage House Tavern April 2014 - September 2014
Applebee's January 2012 - January 2014
Ruby Tuesday January 2011 - January 2012
Skills
Economics, Flow Charts, Marketing, Financial Analysis, Microsoft Office, Photoshop, Serving Others, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Social Media, Event Planning
Education
Kean University 2013 — 2015
B.S. Finance, Finance, Economics
Seton Hall University 2009 — 2011
Finance, General
Pilar Flores-Saiffe Pilar Flores-Saiffe's AXA Advisors Experience June 2002 - December 2005
Job Executive Personal Assistant to Global VP of Finance at Telefonica Global Solutions & CFO of Telefonica USA
Industry Telecommunications
Experience
Telefónica Global Solutions June 2012 - Present
Telefonica International Wholesale Services April 2010 - June 2012
Saiffe International Business Services September 2008 - April 2010
Back on Track Network, Inc. July 2008 - April 2010
Church June 2008 - March 2010
Traducciones Iberoamérica June 1993 - October 2008
Carnival Center for the Performing Arts now Adrienne Arsht Center January 2007 - December 2007
Habitat for Humanity International February 2006 - December 2006
AXA Advisors June 2002 - December 2005
Radio Paz May 2000 - May 2001
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C.
BS, Science of Communications & Mass Media
Telefónica Global Solutions June 2012 - Present
Telefonica International Wholesale Services April 2010 - June 2012
Saiffe International Business Services September 2008 - April 2010
Back on Track Network, Inc. July 2008 - April 2010
Church June 2008 - March 2010
Traducciones Iberoamérica June 1993 - October 2008
Carnival Center for the Performing Arts now Adrienne Arsht Center January 2007 - December 2007
Habitat for Humanity International February 2006 - December 2006
AXA Advisors June 2002 - December 2005
Radio Paz May 2000 - May 2001
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C.
BS, Science of Communications & Mass Media
Richard O'Reilly Richard O'Reilly's AXA Advisors Experience January 2009 - January 2010
Job Painting and Wallcovering Contractor
Industry Construction
Experience
Primestar Painting Inc. July 2006 - Present
AXA Advisors January 2009 - January 2010
Madias Brothers Inc. August 1980 - May 2006
Skills
Marketing, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, PowerPoint, Sales, Microsoft Office, Microsoft Word, New Business Development, Small Business, Advertising, Painting, Team Building, Research, Sales Management, Construction, Project Planning, Budgets, Leadership, Contract Negotiation
Education
Oakland University 2005 — 2007
MBA, Finance
Lawrence Technological University 2000 — 2004
BSBM, Management
Primestar Painting Inc. July 2006 - Present
AXA Advisors January 2009 - January 2010
Madias Brothers Inc. August 1980 - May 2006
Skills
Marketing, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, PowerPoint, Sales, Microsoft Office, Microsoft Word, New Business Development, Small Business, Advertising, Painting, Team Building, Research, Sales Management, Construction, Project Planning, Budgets, Leadership, Contract Negotiation
Education
Oakland University 2005 — 2007
MBA, Finance
Lawrence Technological University 2000 — 2004
BSBM, Management
Brandon Wosotowsky Brandon Wosotowsky's AXA Advisors Experience 2012 - May 2015
Job Husband and Father
Industry Chemicals
Experience
AXA Advisors 2012 - May 2015
Skills
Financial Needs Analysis, Protection Strategies, Retirement Income..., Investing
Education
John Carroll University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Chardon High 1999 — 2003
AXA Advisors 2012 - May 2015
Skills
Financial Needs Analysis, Protection Strategies, Retirement Income..., Investing
Education
John Carroll University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Chardon High 1999 — 2003
Megan Tonagel's AXA Advisors Experience 2009 - 2010
Job Office Manager at Evoke Research and Consulting, LLC
Industry Management Consulting
Experience
Evoke Research and Consulting, LLC May 2010 - August 2012
AXA Advisors 2009 - 2010
Skills
Process Improvement, Program Management, Business Analysis, Project Management, Business Process, Change Management, Business Process..., Project Planning, Strategic Planning, Budgets, Government, Management Consulting, Analysis, Leadership, Management, MS Project, Risk Management, Contract Management, Six Sigma, Project Portfolio..., Proposal Writing
Education
Indiana Wesleyan University 2004 — 2008
BA, Public Relations and Journalism
Evoke Research and Consulting, LLC May 2010 - August 2012
AXA Advisors 2009 - 2010
Skills
Process Improvement, Program Management, Business Analysis, Project Management, Business Process, Change Management, Business Process..., Project Planning, Strategic Planning, Budgets, Government, Management Consulting, Analysis, Leadership, Management, MS Project, Risk Management, Contract Management, Six Sigma, Project Portfolio..., Proposal Writing
Education
Indiana Wesleyan University 2004 — 2008
BA, Public Relations and Journalism
Justin Kruger Justin Kruger's AXA Advisors Experience January 2005 - December 2005
Job Product Owner: Core Systems at Macmillan Science and Education
Industry Publishing
Experience
Macmillan Science and Education January 2014 - Present
Macmillan Science and Education June 2014 - Present
W.H. Freeman & Company & Worth Publishers May 2010 - May 2014
W.H. Freeman & Company February 2008 - May 2010
Worth Publishers January 2007 - February 2008
Worth Publishers December 2005 - January 2007
AXA Advisors January 2005 - December 2005
Skills
Publishing, Academic Publishing, Copy Editing, Books, Editorial, Ebooks, Proofreading, Content Development, Online Publishing, Editing, Textbooks, Content Management, Digital Media, Copywriting, Social Media, Blogging, Content Strategy, Social Media Marketing, Feature Articles, Digital Marketing, Team Management, Product Management, Product Development, Management, Project Management
Education
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.), History, 3.77 GPA
Macmillan Science and Education January 2014 - Present
Macmillan Science and Education June 2014 - Present
W.H. Freeman & Company & Worth Publishers May 2010 - May 2014
W.H. Freeman & Company February 2008 - May 2010
Worth Publishers January 2007 - February 2008
Worth Publishers December 2005 - January 2007
AXA Advisors January 2005 - December 2005
Skills
Publishing, Academic Publishing, Copy Editing, Books, Editorial, Ebooks, Proofreading, Content Development, Online Publishing, Editing, Textbooks, Content Management, Digital Media, Copywriting, Social Media, Blogging, Content Strategy, Social Media Marketing, Feature Articles, Digital Marketing, Team Management, Product Management, Product Development, Management, Project Management
Education
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.), History, 3.77 GPA
Chuck Herbik, MLHR Chuck Herbik, MLHR's AXA Advisors Experience 2011 - 2011
Job Registered Investment Representative / Personal Banker at Huntington National Bank
Industry Financial Services
Experience
AXA Advisors 2011 - 2011
Standard Insurance Company 2007 - 2009
Financial Management Strategies 2007 - 2007
Metropolitan Life Insurance Company 2000 - 2005
Metropolitan Life Insurance Company 1999 - 2000
Huntington National Bank 1996 - 1999
Skills
Insurance, Investments, ERISA, Retirement Planning, Pensions, Financial Services
Education
The Ohio State University 1984 — 1985
MLHR, Labor/Human Resource Management
John Carroll University
B.A., Economics
AXA Advisors 2011 - 2011
Standard Insurance Company 2007 - 2009
Financial Management Strategies 2007 - 2007
Metropolitan Life Insurance Company 2000 - 2005
Metropolitan Life Insurance Company 1999 - 2000
Huntington National Bank 1996 - 1999
Skills
Insurance, Investments, ERISA, Retirement Planning, Pensions, Financial Services
Education
The Ohio State University 1984 — 1985
MLHR, Labor/Human Resource Management
John Carroll University
B.A., Economics
Tracy Christmas Tracy Christmas's AXA Advisors Experience March 2007 - Present
Job Administrative Marketing Associate at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2007 - Present
Paycor 2004 - 2007
Fidelity Investments 2000 - 2002
Skills
Retirement Planning
Education
University of Cincinnati 2006 — 2008
Artist Diploma
Ithaca College 2004 — 2006
Master's degree
Western Michigan University 1990 — 1994
Bachelor's degree
AXA Advisors March 2007 - Present
Paycor 2004 - 2007
Fidelity Investments 2000 - 2002
Skills
Retirement Planning
Education
University of Cincinnati 2006 — 2008
Artist Diploma
Ithaca College 2004 — 2006
Master's degree
Western Michigan University 1990 — 1994
Bachelor's degree
Lynn Padian Lynn Padian's AXA Advisors Experience August 2005 - January 2006
Job Annuity Marketing Distribution at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
Samantha Bielanin Samantha Bielanin's AXA Advisors Experience March 2013 - August 2013
Job Design Assistant at Rebecca Gardner LLC
Industry Architecture & Planning
Experience
Rebecca Gardner LLC January 2015 - Present
Ele Fine Fusion October 2013 - September 2014
AXA Advisors March 2013 - August 2013
Lancaster Country Club May 2012 - August 2013
Jet Action Inc. January 2006 - August 2013
TJMaxx 2009 - 2012
Skills
Revit, AutoCAD, SketchUp, Photoshop, InDesign, Microsoft Office, Rhino, Illustrator, Adobe Creative Suite, Space planning, Sketching, Architectural Design, Graphic Design, AutoCAD Architecture, Photography, Rendering, Drawing, Design Research, Model Making, Architectural Drawings, Sustainable Design, Urban Design, Sustainability
Education
Savannah College of Art and Design 2013 — 2015
Master of Arts (M.A.), Historic Preservation
Kent State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Architecture
Rebecca Gardner LLC January 2015 - Present
Ele Fine Fusion October 2013 - September 2014
AXA Advisors March 2013 - August 2013
Lancaster Country Club May 2012 - August 2013
Jet Action Inc. January 2006 - August 2013
TJMaxx 2009 - 2012
Skills
Revit, AutoCAD, SketchUp, Photoshop, InDesign, Microsoft Office, Rhino, Illustrator, Adobe Creative Suite, Space planning, Sketching, Architectural Design, Graphic Design, AutoCAD Architecture, Photography, Rendering, Drawing, Design Research, Model Making, Architectural Drawings, Sustainable Design, Urban Design, Sustainability
Education
Savannah College of Art and Design 2013 — 2015
Master of Arts (M.A.), Historic Preservation
Kent State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Architecture
Brian Minjares Brian Minjares's AXA Advisors Experience June 1993 - September 2004
Job Registered Representative for Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies July 2014 - Present
AccueData March 2010 - May 2014
Minuteman International October 2006 - November 2008
Proactive Wealth Management, LLC July 2004 - September 2006
AXA Advisors June 1993 - September 2004
Education
Lawrence Technological University 1988 — 1993
Marketing
Michigan Financial Companies July 2014 - Present
AccueData March 2010 - May 2014
Minuteman International October 2006 - November 2008
Proactive Wealth Management, LLC July 2004 - September 2006
AXA Advisors June 1993 - September 2004
Education
Lawrence Technological University 1988 — 1993
Marketing
Tom Jervis's AXA Advisors Experience May 2015 - Present
Job Financial Assistant to Roberto Costa at AXA Advisors
Industry Libraries
Experience
AXA Advisors May 2015 - Present
Suite Night Club January 2014 - April 2014
Jacksonville University January 2014 - March 2014
KST Investments June 2012 - August 2012
Skills
Economics, Computers, Recruiting, Microsoft Office, Marketing, Event Planning, Marketing Event Planning, Event Management, Microsoft Word, Microsoft Excel, PowerPoint, Time Management
Education
Jacksonville University 2012 — 2016
Bachelor's degree, Economics
The Benjamin High School 2008 — 2012
AXA Advisors May 2015 - Present
Suite Night Club January 2014 - April 2014
Jacksonville University January 2014 - March 2014
KST Investments June 2012 - August 2012
Skills
Economics, Computers, Recruiting, Microsoft Office, Marketing, Event Planning, Marketing Event Planning, Event Management, Microsoft Word, Microsoft Excel, PowerPoint, Time Management
Education
Jacksonville University 2012 — 2016
Bachelor's degree, Economics
The Benjamin High School 2008 — 2012
Josh Kriwinsky Josh Kriwinsky's AXA Advisors Experience January 2015 - July 2015
Job Finance
Industry Financial Services
Experience
Ithaca College Omicron Delta Epsilon April 2014 - Present
AXA Advisors January 2015 - July 2015
Academic Enrichment Services at Ithaca College January 2012 - December 2013
Ithaca College Beta Alpha Psi January 2012 - August 2013
UBS December 2012 - January 2013
Beechmont Country Club June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, SPSS, Teaching, Teamwork, Microsoft Word, Economics, Facebook, Research, Time Management, Statistics, Fundraising, Leadership, Sales
Education
Ithaca College 2010 — 2014
Business Administration, 3.5
Ithaca College Omicron Delta Epsilon April 2014 - Present
AXA Advisors January 2015 - July 2015
Academic Enrichment Services at Ithaca College January 2012 - December 2013
Ithaca College Beta Alpha Psi January 2012 - August 2013
UBS December 2012 - January 2013
Beechmont Country Club June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, SPSS, Teaching, Teamwork, Microsoft Word, Economics, Facebook, Research, Time Management, Statistics, Fundraising, Leadership, Sales
Education
Ithaca College 2010 — 2014
Business Administration, 3.5
Jose M. Rios's AXA Advisors Experience November 2008 - August 2012
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2008 - August 2012
Empire Financial Group, Inc. September 2006 - December 2007
TD Waterhouse Capital Markets May 2004 - September 2006
TD Ameritrade 2004 - 2006
William V Frankel & Co, INC. February 2003 - May 2004
ABN AMRO 1999 - 2002
Painewebber Inc. 1994 - 2000
Kidder Peabody Inc. 1985 - 1994
Skills
CRM, Series 7, Securities, Trading, Series 63, Capital Markets, Investments, Equity Trading, Options, Equities, Life Insurance, Guaranteed Lifetime..., Financial Advisory, ETFs, FINRA, Electronic Trading, Financial Services, Finance
Education
Kingsborough Community College 1994 — 1996
On Site
AXA Advisors November 2008 - August 2012
Empire Financial Group, Inc. September 2006 - December 2007
TD Waterhouse Capital Markets May 2004 - September 2006
TD Ameritrade 2004 - 2006
William V Frankel & Co, INC. February 2003 - May 2004
ABN AMRO 1999 - 2002
Painewebber Inc. 1994 - 2000
Kidder Peabody Inc. 1985 - 1994
Skills
CRM, Series 7, Securities, Trading, Series 63, Capital Markets, Investments, Equity Trading, Options, Equities, Life Insurance, Guaranteed Lifetime..., Financial Advisory, ETFs, FINRA, Electronic Trading, Financial Services, Finance
Education
Kingsborough Community College 1994 — 1996
On Site
Jeff Walsdorf's AXA Advisors Experience April 2005 - July 2006
Job Client Success Manager at Datorama
Industry Financial Services
Experience
Datorama August 2015 - Present
J.P. Morgan August 2008 - June 2015
Zoomdata November 2014 - March 2015
Lehman Brothers January 2008 - August 2008
Empire Capital Partners July 2006 - January 2008
AXA Advisors April 2005 - July 2006
Commerce Bank June 2003 - April 2005
Skills
Microsoft Excel, Bloomberg, VBA, Financial Analysis, Financial Modeling, Equities, Japanese, Finance, Hedge Funds, PowerPoint, Trend Analysis, Leadership, Fixed Income, Financial Services, Investments, Research, Investment Banking, Account Management, Problem Solving, Business Development, Python, Android Development, SQL, Linux, Visual Basic
Education
State University of New York at Albany
Bachelor's Degree, East Asian Studies
関西外国語大学
Japanese
Datorama August 2015 - Present
J.P. Morgan August 2008 - June 2015
Zoomdata November 2014 - March 2015
Lehman Brothers January 2008 - August 2008
Empire Capital Partners July 2006 - January 2008
AXA Advisors April 2005 - July 2006
Commerce Bank June 2003 - April 2005
Skills
Microsoft Excel, Bloomberg, VBA, Financial Analysis, Financial Modeling, Equities, Japanese, Finance, Hedge Funds, PowerPoint, Trend Analysis, Leadership, Fixed Income, Financial Services, Investments, Research, Investment Banking, Account Management, Problem Solving, Business Development, Python, Android Development, SQL, Linux, Visual Basic
Education
State University of New York at Albany
Bachelor's Degree, East Asian Studies
関西外国語大学
Japanese
Cuaduana Terry's AXA Advisors Experience September 1999 - October 2008
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo September 2013 - Present
PNC Invesments October 2008 - September 2013
AXA Advisors September 1999 - October 2008
Skills
Retirement Planning, Risk Management, Asset Management, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Kaplan Schweser 2009 — 2011
CFP, Certified Financial Planning
James Madison University 1994 — 1999
BBA, Finance
James Madison University
Wells Fargo Advisors September 2013 - Present
Wells Fargo September 2013 - Present
PNC Invesments October 2008 - September 2013
AXA Advisors September 1999 - October 2008
Skills
Retirement Planning, Risk Management, Asset Management, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Kaplan Schweser 2009 — 2011
CFP, Certified Financial Planning
James Madison University 1994 — 1999
BBA, Finance
James Madison University
Paul R. Reed's AXA Advisors Experience November 2007 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2007 - Present
AXA Advisors April 1997 - November 2007
Education
La Salle University 1984 — 1988
Bachelor of Arts (B.A.), Mathematics
AXA Advisors November 2007 - Present
AXA Advisors April 1997 - November 2007
Education
La Salle University 1984 — 1988
Bachelor of Arts (B.A.), Mathematics
Erik Adamchak's AXA Advisors Experience 2002 - 2007
Job Director of Business/Consultant/Marketing/Insurance
Industry Insurance
Experience
One Legacy Financial Group LLC January 2012 - Present
Adamchak Consulting May 2010 - Present
wayne soccer club 2008 - 2010
JPMorgan Chase January 2008 - August 2009
Emerald Fianancial December 2006 - December 2007
AXA Advisors 2002 - 2007
1800dentist 1990 - 1990
Skills
Customer Service
Education
King's College 1987 — 1990
Wayne Hills High School 1982 — 1986
One Legacy Financial Group LLC January 2012 - Present
Adamchak Consulting May 2010 - Present
wayne soccer club 2008 - 2010
JPMorgan Chase January 2008 - August 2009
Emerald Fianancial December 2006 - December 2007
AXA Advisors 2002 - 2007
1800dentist 1990 - 1990
Skills
Customer Service
Education
King's College 1987 — 1990
Wayne Hills High School 1982 — 1986
Wes Feist's AXA Advisors Experience February 2006 - July 2007
Job Grant & Loan Officer Financial Aid Specialist at Helena College University of Montana
Industry Education Management
Experience
Helena College University of Montana February 2015 - Present
The New Solutions, LLP December 2012 - Present
Tru Student, Inc / Student Assistance Foundation June 2013 - January 2015
Montana University System, Office of the Commissioner of Higher Education June 2012 - December 2012
Montana University System, Office of the Commissioner of Higher Education June 2012 - December 2012
Johnson & Wales University August 2007 - June 2012
Johnson & Wales University August 2007 - June 2012
Johnson & Wales University January 2008 - March 2012
AXA Advisors February 2006 - July 2007
Johnson & Wales University - Community Leadership Institute 2005 - 2006
Skills
Partner Relationship..., Admissions, Budget Oversight, Student Development, Non-profit Development, Fundraising, Higher Education, Budgets, Recruiting, Nonprofits, PowerPoint, Event Planning, Partner Management, Social Networking, Marketing, Leadership, Leadership Development, Public Speaking, Event Management, Microsoft Office
Education
University of Denver 2008 — 2010
Master of Arts, M.A. Higher Education, Organization & Governance and Public Policy
Johnson & Wales University-Denver 2002 — 2006
Bachelor of Science, B.S. Management, Finance, Human Resources Management, and Leadership Studies
Helena College University of Montana February 2015 - Present
The New Solutions, LLP December 2012 - Present
Tru Student, Inc / Student Assistance Foundation June 2013 - January 2015
Montana University System, Office of the Commissioner of Higher Education June 2012 - December 2012
Montana University System, Office of the Commissioner of Higher Education June 2012 - December 2012
Johnson & Wales University August 2007 - June 2012
Johnson & Wales University August 2007 - June 2012
Johnson & Wales University January 2008 - March 2012
AXA Advisors February 2006 - July 2007
Johnson & Wales University - Community Leadership Institute 2005 - 2006
Skills
Partner Relationship..., Admissions, Budget Oversight, Student Development, Non-profit Development, Fundraising, Higher Education, Budgets, Recruiting, Nonprofits, PowerPoint, Event Planning, Partner Management, Social Networking, Marketing, Leadership, Leadership Development, Public Speaking, Event Management, Microsoft Office
Education
University of Denver 2008 — 2010
Master of Arts, M.A. Higher Education, Organization & Governance and Public Policy
Johnson & Wales University-Denver 2002 — 2006
Bachelor of Science, B.S. Management, Finance, Human Resources Management, and Leadership Studies
Jamie Waltman's AXA Advisors Experience April 2003 - April 2006
Job Vice President Wealth Management, Portfolio Manager
Industry Financial Services
Experience
UBS April 2006 - Present
AXA Advisors April 2003 - April 2006
Winged Keel Group April 2002 - April 2003
Skills
Wealth Management, Series 7, Insurance, Series 63, Wealth Accumulation, Series 65, Wealth Preservation..., Portfolio Management, Executive Benefit..., Intergenerational..., Corporate Benefits
Education
Widener University School of Law 1996 — 1999
Juris Doctrate, Law
King's College 1993 — 1996
B.S. Economics
Susquehanna University 1991 — 1993
Economics
Central Bucks East
UBS April 2006 - Present
AXA Advisors April 2003 - April 2006
Winged Keel Group April 2002 - April 2003
Skills
Wealth Management, Series 7, Insurance, Series 63, Wealth Accumulation, Series 65, Wealth Preservation..., Portfolio Management, Executive Benefit..., Intergenerational..., Corporate Benefits
Education
Widener University School of Law 1996 — 1999
Juris Doctrate, Law
King's College 1993 — 1996
B.S. Economics
Susquehanna University 1991 — 1993
Economics
Central Bucks East
Blake Fellows's AXA Advisors Experience February 2001 - June 2005
Job Financial Services Representative, Financial Advisor Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Fellows Financial Group, LLC March 2015 - Present
Potomac Financial Group LLC July 2005 - Present
Creative Financial Group May 2013 - February 2015
AXA Advisors February 2001 - June 2005
Education
James Madison University 1998 — 2000
Fellows Financial Group, LLC March 2015 - Present
Potomac Financial Group LLC July 2005 - Present
Creative Financial Group May 2013 - February 2015
AXA Advisors February 2001 - June 2005
Education
James Madison University 1998 — 2000
Stephen Milgrom's AXA Advisors Experience January 2012 - August 2013
Job CEO at Grove Street Capital, LLC
Industry Investment Management
Experience
Grove Street Capital, LLC September 2014 - Present
Creative Financial Group of NJ-A Metlife Company September 2013 - August 2014
AXA Advisors January 2012 - August 2013
International Realty Group, LLC February 2009 - April 2012
Captivate Network 2007 - 2008
International Realty Group, LLC June 1997 - August 2001
Congressman Frank Pallone, Jr. January 1992 - September 1997
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Insurance, Wealth Management, Estate Planning, Public Speaking, 401k, Retirement
Education
Ithaca College 1986 — 1990
BA, History
Ithaca College
Bachelor's degree, History
Grove Street Capital, LLC September 2014 - Present
Creative Financial Group of NJ-A Metlife Company September 2013 - August 2014
AXA Advisors January 2012 - August 2013
International Realty Group, LLC February 2009 - April 2012
Captivate Network 2007 - 2008
International Realty Group, LLC June 1997 - August 2001
Congressman Frank Pallone, Jr. January 1992 - September 1997
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Insurance, Wealth Management, Estate Planning, Public Speaking, 401k, Retirement
Education
Ithaca College 1986 — 1990
BA, History
Ithaca College
Bachelor's degree, History
Julie Koska's AXA Advisors Experience 2002 - 2004
Job Experienced Product Manager and Operations Manager
Industry Financial Services
Experience
Morningstar Inc. August 2004 - Present
AXA Advisors 2002 - 2004
Skills
Mutual Funds, Equities, Fixed Income, Securities, Financial Markets, Derivatives, Asset Managment, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Options, Relationship Management, Trading Systems, Investments, Market Data, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Valuation, Trading, Wealth Management
Education
Kenyon College 1998 — 2002
Morningstar Inc. August 2004 - Present
AXA Advisors 2002 - 2004
Skills
Mutual Funds, Equities, Fixed Income, Securities, Financial Markets, Derivatives, Asset Managment, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Options, Relationship Management, Trading Systems, Investments, Market Data, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Valuation, Trading, Wealth Management
Education
Kenyon College 1998 — 2002
Brooke Silverbrand's AXA Advisors Experience April 2008 - Present
Job at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2008 - Present
Lindsay Goldberg January 2007 - February 2008
First Marblehead 2001 - 2006
Education
Ithaca College 1997 — 2000
AXA Advisors April 2008 - Present
Lindsay Goldberg January 2007 - February 2008
First Marblehead 2001 - 2006
Education
Ithaca College 1997 — 2000
Frederick J. Kerestury's AXA Advisors Experience July 2014 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Nationwide Financial November 2012 - June 2014
Huntington National Bank January 2010 - August 2012
Morgan County Schools July 2006 - August 2008
Quaker Valley School District August 2005 - June 2006
National City Bank August 2001 - March 2005
Education
La Roche College 2004 — 2005
Bachelor of Arts, Secondary Education and Teaching
University of Pittsburgh 1995 — 2000
Bachelor of Arts
AXA Advisors July 2014 - Present
Nationwide Financial November 2012 - June 2014
Huntington National Bank January 2010 - August 2012
Morgan County Schools July 2006 - August 2008
Quaker Valley School District August 2005 - June 2006
National City Bank August 2001 - March 2005
Education
La Roche College 2004 — 2005
Bachelor of Arts, Secondary Education and Teaching
University of Pittsburgh 1995 — 2000
Bachelor of Arts
Jason Brotsky's AXA Advisors Experience November 2001 - June 2002
Job Managing Partner at Strategic Partners Financial Group
Industry Financial Services
Experience
Strategic Partners Financial Group December 2014 - Present
Financial Innovations, LLC May 2010 - December 2014
Prudential Financial June 2002 - May 2010
Strategic Coach 2007 - 2010
AXA Advisors November 2001 - June 2002
Education
Wichita State University 1996 — 1999
Bachelor of Arts (B.A.), Integrated Marketing Communications
Kansas State University 1993 — 1996
Landscape Architecture
Strategic Partners Financial Group December 2014 - Present
Financial Innovations, LLC May 2010 - December 2014
Prudential Financial June 2002 - May 2010
Strategic Coach 2007 - 2010
AXA Advisors November 2001 - June 2002
Education
Wichita State University 1996 — 1999
Bachelor of Arts (B.A.), Integrated Marketing Communications
Kansas State University 1993 — 1996
Landscape Architecture
Whitney (Hazzard) Major's AXA Advisors Experience September 2008 - August 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
Bon Secours Health System August 2012 - Present
Bon Secours Health System June 2011 - August 2012
Penelope, Inc. November 2010 - December 2011
AXA Advisors September 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service
Education
James Madison University 2014 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
J. Sargeant Reynolds Community College 2006 — 2012
Longwood University 2004 — 2006
Bon Secours Health System August 2012 - Present
Bon Secours Health System June 2011 - August 2012
Penelope, Inc. November 2010 - December 2011
AXA Advisors September 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service
Education
James Madison University 2014 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
J. Sargeant Reynolds Community College 2006 — 2012
Longwood University 2004 — 2006
Michael Tunke's AXA Advisors Experience July 2003 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2003 - Present
Skills
Retirement Planning, Insurance strategies, Investment Strategies
Education
Kutztown University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
AXA Advisors July 2003 - Present
Skills
Retirement Planning, Insurance strategies, Investment Strategies
Education
Kutztown University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Robert Delisanti's AXA Advisors Experience July 2001 - December 2010
Job Director of Investment Management Accounts at Angelo Planning Group
Industry Financial Services
Experience
Angelo Planning Group 2010 - Present
AXA Advisors July 2001 - December 2010
Skills
Retirement Planning
Education
Le Moyne College 1997 — 2001
BS Economic/Finance, Economics, Finance
LeMoyne College 1997 — 2001
Bachelor of Science (BS), Finance & Economics
Angelo Planning Group 2010 - Present
AXA Advisors July 2001 - December 2010
Skills
Retirement Planning
Education
Le Moyne College 1997 — 2001
BS Economic/Finance, Economics, Finance
LeMoyne College 1997 — 2001
Bachelor of Science (BS), Finance & Economics
Jeff Swartz's AXA Advisors Experience March 1999 - July 2001
Job NonCommercial Segment Specialist at Advantage Waypoint
Industry Marketing and Advertising
Experience
Advantage Waypoint July 2012 - Present
Dougherty Brokerage Co. / AWP July 2008 - July 2012
Graves Menu Maker Foods October 2006 - April 2008
Regan Marketing, Inc. June 2000 - October 2006
AXA Advisors March 1999 - July 2001
Education
Johnson County Community College
Culinary Arts/Chef Training
Advantage Waypoint July 2012 - Present
Dougherty Brokerage Co. / AWP July 2008 - July 2012
Graves Menu Maker Foods October 2006 - April 2008
Regan Marketing, Inc. June 2000 - October 2006
AXA Advisors March 1999 - July 2001
Education
Johnson County Community College
Culinary Arts/Chef Training
Jenna Hantsch's AXA Advisors Experience October 2011 - Present
Job Personal Account Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2011 - Present
AXA Equitable November 2009 - October 2011
MassMutual Financial Group December 2008 - November 2009
First Command Financial Planning April 2007 - December 2008
Skills
Series 7, Series 66, Life and Health License, Property and Casualty..., Financial Analysis, Microsoft Excel, Finance, Customer Service, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Statement..., Investments, Leadership
Education
Columbia College 2008 — 2010
MBA
Le Moyne College 2002 — 2006
Business, Finance
AXA Advisors October 2011 - Present
AXA Equitable November 2009 - October 2011
MassMutual Financial Group December 2008 - November 2009
First Command Financial Planning April 2007 - December 2008
Skills
Series 7, Series 66, Life and Health License, Property and Casualty..., Financial Analysis, Microsoft Excel, Finance, Customer Service, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Statement..., Investments, Leadership
Education
Columbia College 2008 — 2010
MBA
Le Moyne College 2002 — 2006
Business, Finance
Adrian Muñoz's AXA Advisors Experience June 2012 - August 2013
Job Logistics Analyst at Murphy Energy
Industry Oil & Energy
Experience
Murphy Energy December 2013 - Present
AXA Advisors June 2012 - August 2013
College Park Band July 2006 - June 2012
Skills
Microsoft Office, Energy, Strategic Planning, Leadership, Management, Petroleum, Natural Gas, Project Planning, Energy Industry, Logistics, Oil & Gas
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1992 — 1997
Bachelor of Education (B.Ed.), Music
McAllen High School 1989 — 1992
Murphy Energy December 2013 - Present
AXA Advisors June 2012 - August 2013
College Park Band July 2006 - June 2012
Skills
Microsoft Office, Energy, Strategic Planning, Leadership, Management, Petroleum, Natural Gas, Project Planning, Energy Industry, Logistics, Oil & Gas
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1992 — 1997
Bachelor of Education (B.Ed.), Music
McAllen High School 1989 — 1992
Derrick Griffin, MBA's AXA Advisors Experience June 2000 - December 2008
Job Regional Technology Specialist at AXA Technology Services
Industry Information Technology and Services
Experience
AXA Technology Services September 2012 - March 2014
AXA Equitable Information Technology January 2009 - August 2012
AXA Advisors June 2000 - December 2008
AXA/Equitable Life Assurance Society June 1999 - June 2000
Skills
Project Management, Microsoft Office, System Administration, Computer Hardware, Salesforce.com, Administration, Problem Solving, Technical Support, Security, Training, Team Leadership, Testing, Requirements Analysis, Teamwork, Outlook, Management, Time Management, Customer Service, Budgets, Access, Hardware
Education
University of Phoenix 2009 — 2014
Masters of Business Administration (MBA)
Knoxville College 1988 — 1994
BA, Sociology & Psychology
AXA Technology Services September 2012 - March 2014
AXA Equitable Information Technology January 2009 - August 2012
AXA Advisors June 2000 - December 2008
AXA/Equitable Life Assurance Society June 1999 - June 2000
Skills
Project Management, Microsoft Office, System Administration, Computer Hardware, Salesforce.com, Administration, Problem Solving, Technical Support, Security, Training, Team Leadership, Testing, Requirements Analysis, Teamwork, Outlook, Management, Time Management, Customer Service, Budgets, Access, Hardware
Education
University of Phoenix 2009 — 2014
Masters of Business Administration (MBA)
Knoxville College 1988 — 1994
BA, Sociology & Psychology
Jennifer Molnar's AXA Advisors Experience January 2015 - Present
Job Talent Acquisition Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors April 2004 - March 2015
Skills
Retirement Planning, Insurance, Retirement, Investments, Recruiting, Developing new..., Licensing Coordinator, Event Planning, Account Reconciliation, Accounts Payable, International Logistics, Charity Marketing, Management, Team Building
Education
Kent State University 1997 — 2001
St.Peter Chanel
St.Peter Chanel
AXA Advisors January 2015 - Present
AXA Advisors April 2004 - March 2015
Skills
Retirement Planning, Insurance, Retirement, Investments, Recruiting, Developing new..., Licensing Coordinator, Event Planning, Account Reconciliation, Accounts Payable, International Logistics, Charity Marketing, Management, Team Building
Education
Kent State University 1997 — 2001
St.Peter Chanel
St.Peter Chanel
Nick De Pinto's AXA Advisors Experience August 2006 - July 2013
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
AXA Advisors August 2006 - July 2013
US Trust September 2002 - April 2006
Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Mutual Funds, Portfolio Management, Securities, Asset Managment, Fixed Annuities, Asset Allocation, Bonds, ETFs, Relationship Management
Education
Kean University
BS, Finance and Economics
Fidelity Investments August 2013 - Present
AXA Advisors August 2006 - July 2013
US Trust September 2002 - April 2006
Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Mutual Funds, Portfolio Management, Securities, Asset Managment, Fixed Annuities, Asset Allocation, Bonds, ETFs, Relationship Management
Education
Kean University
BS, Finance and Economics
Cary Parker's AXA Advisors Experience January 2004 - October 2007
Job Owner, CWP Consulting LLC
Industry Financial Services
Experience
CWP Consulting LLC June 2009 - Present
iTransact January 2009 - Present
AXA Advisors January 2004 - October 2007
Trusted Advisors, The MONY Group January 2001 - January 2004
Greatland January 1990 - December 2001
NELCO 1990 - 2001
Skills
Start-ups, Small Business, Tax, Financial Planners, Marketing, New Business Development, E-commerce, Marketing Strategy
Education
Kent State University 1966 — 1971
BBA, Business MGMT and Accounting
The Ohio State University 1966 — 1971
Manchester High School 1961 — 1966
CWP Consulting LLC June 2009 - Present
iTransact January 2009 - Present
AXA Advisors January 2004 - October 2007
Trusted Advisors, The MONY Group January 2001 - January 2004
Greatland January 1990 - December 2001
NELCO 1990 - 2001
Skills
Start-ups, Small Business, Tax, Financial Planners, Marketing, New Business Development, E-commerce, Marketing Strategy
Education
Kent State University 1966 — 1971
BBA, Business MGMT and Accounting
The Ohio State University 1966 — 1971
Manchester High School 1961 — 1966
Tae Chang's AXA Advisors Experience March 2002 - June 2002
Job Sales Support Desk Team Lead AVP Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2011 - December 2011
Hamilton Capital LLC June 2008 - April 2011
Bank of America December 2005 - March 2008
JP Morgan Chase May 2004 - December 2005
Wachovia, A Wells Fargo Company September 2002 - May 2004
AXA Advisors March 2002 - June 2002
Morganroth Forbes LLC November 1998 - March 2002
The Princeton Review November 1996 - October 1998
Education
Ithaca College 1992 — 1996
BS, International Business
Morgan Stanley Private Bank, N.A. April 2011 - December 2011
Hamilton Capital LLC June 2008 - April 2011
Bank of America December 2005 - March 2008
JP Morgan Chase May 2004 - December 2005
Wachovia, A Wells Fargo Company September 2002 - May 2004
AXA Advisors March 2002 - June 2002
Morganroth Forbes LLC November 1998 - March 2002
The Princeton Review November 1996 - October 1998
Education
Ithaca College 1992 — 1996
BS, International Business
Severin Bergeron's AXA Advisors Experience November 2013 - July 2014
Job Investment Consultant with Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Curtiss Dowdell's AXA Advisors Experience 2009 - 2011
Job Sr. Licensed Brokerage Associate
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Trimerge Insurance Services 2012 - 2014
JPMorgan Chase 2011 - 2012
AXA Advisors 2009 - 2011
DK Financial 2004 - 2009
World Exchange 2000 - 2001
Skills
Loans, Investments, Property & Casualty..., Insurance, Portfolio Management, Securities, Mutual Funds, Finance, Refinance, Investment Properties, Business Development, Sales, Commercial Real Estate, Mortgage Lending, Asset Management, Banking, Financial Services, Strategic Financial..., Real Estate, Management, Mortgage Banking, Real Estate Economics, Residential Mortgages, Residential Homes, Wealth Management
Education
Sandiego State University
BA, Business/Managerial Economics
ITT Technical Institute-San Diego
Information Technology
Wells Fargo February 2014 - Present
Trimerge Insurance Services 2012 - 2014
JPMorgan Chase 2011 - 2012
AXA Advisors 2009 - 2011
DK Financial 2004 - 2009
World Exchange 2000 - 2001
Skills
Loans, Investments, Property & Casualty..., Insurance, Portfolio Management, Securities, Mutual Funds, Finance, Refinance, Investment Properties, Business Development, Sales, Commercial Real Estate, Mortgage Lending, Asset Management, Banking, Financial Services, Strategic Financial..., Real Estate, Management, Mortgage Banking, Real Estate Economics, Residential Mortgages, Residential Homes, Wealth Management
Education
Sandiego State University
BA, Business/Managerial Economics
ITT Technical Institute-San Diego
Information Technology
Michelangelo Pirrello's AXA Advisors Experience September 2008 - March 2013
Job Registered Representative at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation December 2014 - Present
AXA Advisors September 2008 - March 2013
National Financial Network 2003 - 2006
Prudential Financial December 1995 - September 2003
Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning
Education
Polytechnic University 1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering
Laguardia Community College 1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics
Center for Wealth Preservation December 2014 - Present
AXA Advisors September 2008 - March 2013
National Financial Network 2003 - 2006
Prudential Financial December 1995 - September 2003
Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning
Education
Polytechnic University 1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering
Laguardia Community College 1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics
Alexander Buley's AXA Advisors Experience August 2011 - September 2012
Job Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2012 - Present
AXA Advisors August 2011 - September 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Access, Data Analysis, Microsoft Word, Financial Modeling, Business Analysis
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Accenture September 2012 - Present
AXA Advisors August 2011 - September 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Access, Data Analysis, Microsoft Word, Financial Modeling, Business Analysis
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Tom RODARIE's AXA Advisors Experience April 2012 - Present
Job Internal Audit and Reporting chez AXA US
Industry Investment Banking
Experience
AXA US April 2013 - Present
AXA Advisors April 2012 - Present
RBC Dexia Investor Services January 2011 - September 2011
Punta Placer January 2009 - March 2009
Skills
Bloomberg Terminal, Reuters 3000, Microsoft Excel
Education
INSEEC 2007 — 2012
Master 2, Finance de Marché
AXA US April 2013 - Present
AXA Advisors April 2012 - Present
RBC Dexia Investor Services January 2011 - September 2011
Punta Placer January 2009 - March 2009
Skills
Bloomberg Terminal, Reuters 3000, Microsoft Excel
Education
INSEEC 2007 — 2012
Master 2, Finance de Marché
Donnette Wannamaker's AXA Advisors Experience March 2003 - March 2013
Job
Industry
Experience
AXA Advisors March 2003 - March 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, English, Research, Outlook, Teaching, Windows
Education
Katherine Gibbs School 2001 — 2003
Associates Degree, Computer Networking
AXA Advisors March 2003 - March 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, English, Research, Outlook, Teaching, Windows
Education
Katherine Gibbs School 2001 — 2003
Associates Degree, Computer Networking
Matt Rieck's AXA Advisors Experience January 2009 - March 2014
Job Currently Searching
Industry Financial Services
Experience
AXA Advisors January 2009 - March 2014
AXA US January 2009 - March 2014
Capital Alarm January 2008 - December 2008
T-Mobile January 2005 - September 2007
Alliance Data August 2002 - January 2005
Deep Sea Power & Light April 2001 - April 2002
SAIC October 2000 - April 2001
Education
Kaplan University 2013 — 2014
Certificate of Financial Planning, Finance
University of Arizona 1997 — 2000
BS, Finance/Chemistry
University of Arizona
BS, Finance
AXA Advisors January 2009 - March 2014
AXA US January 2009 - March 2014
Capital Alarm January 2008 - December 2008
T-Mobile January 2005 - September 2007
Alliance Data August 2002 - January 2005
Deep Sea Power & Light April 2001 - April 2002
SAIC October 2000 - April 2001
Education
Kaplan University 2013 — 2014
Certificate of Financial Planning, Finance
University of Arizona 1997 — 2000
BS, Finance/Chemistry
University of Arizona
BS, Finance
Eric Nebenzahl's AXA Advisors Experience January 2011 - December 2011
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
AXA Advisors January 2011 - December 2011
Skills
Investments, Management, Wealth Management, 401k, Disability Insurance, Estate Planning, Long Term Care, Venture Capital, Joint Ventures
Education
Kean University 2007 — 2009
BS, Business Management
Raritan Valley Community College 2003 — 2007
Associates, Business Administration
AXA Advisors January 2011 - December 2011
Skills
Investments, Management, Wealth Management, 401k, Disability Insurance, Estate Planning, Long Term Care, Venture Capital, Joint Ventures
Education
Kean University 2007 — 2009
BS, Business Management
Raritan Valley Community College 2003 — 2007
Associates, Business Administration
Timothy Gola's AXA Advisors Experience April 2012 - Present
Job Compliance
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
JP Morgan Chase March 2001 - December 2011
Robert Fleming August 1995 - March 2001
Lehman Brothers September 1993 - August 1995
Skills
Equities, Trading, Capital Markets, Series 24, Bonds, FINRA, Middle Office, Alternative Investments, Bloomberg, Financial Markets, Hedge Funds, Investments, Investment Banking, Securities, Derivatives, Trading Systems, Portfolio Management, Series 7, Series 63, Equity Trading, Financial Risk, Electronic Trading, Risk Management, Series 55
Education
Iona College 1989 — 1993
BBA, Accounting
Christian Brothers Academy High School 1987 — 1989
AXA Advisors April 2012 - Present
JP Morgan Chase March 2001 - December 2011
Robert Fleming August 1995 - March 2001
Lehman Brothers September 1993 - August 1995
Skills
Equities, Trading, Capital Markets, Series 24, Bonds, FINRA, Middle Office, Alternative Investments, Bloomberg, Financial Markets, Hedge Funds, Investments, Investment Banking, Securities, Derivatives, Trading Systems, Portfolio Management, Series 7, Series 63, Equity Trading, Financial Risk, Electronic Trading, Risk Management, Series 55
Education
Iona College 1989 — 1993
BBA, Accounting
Christian Brothers Academy High School 1987 — 1989
Erik Downey's AXA Advisors Experience May 2012 - August 2012
Job Office Assistant at Remax Business
Industry
Experience
Remax Business June 2013 - Present
AXA Advisors May 2012 - August 2012
Hi-Grade Welding & Mfg May 2010 - August 2011
Skills
Microsoft Office, Basketball, Hunting, Fishing, Mathematics, Finance
Education
Iowa State University - College of Business 2010 — 2014
Finance with minor in Management
Remax Business June 2013 - Present
AXA Advisors May 2012 - August 2012
Hi-Grade Welding & Mfg May 2010 - August 2011
Skills
Microsoft Office, Basketball, Hunting, Fishing, Mathematics, Finance
Education
Iowa State University - College of Business 2010 — 2014
Finance with minor in Management
clifton pittman's AXA Advisors Experience December 2000 - December 2008
Job Administrative Assistant at Alaris Member Health Centers
Industry Hospital & Health Care
Experience
Alaris Member Health Centers March 2012 - Present
St Michaels Medical Center November 2009 - March 2012
AXA Advisors December 2000 - December 2008
Skills
Access, Healthcare, Administrative..., Outlook, Data Entry, Software Documentation, Lotus Notes, Spreadsheets, Database Administration, Office Management, Administrative..., EMR, Long-term Care, Medicaid, Nursing, Managed Care
Education
Kean University 1991 — 1998
Bachelor's degree, Computer and Information Sciences and Support Services
Alaris Member Health Centers March 2012 - Present
St Michaels Medical Center November 2009 - March 2012
AXA Advisors December 2000 - December 2008
Skills
Access, Healthcare, Administrative..., Outlook, Data Entry, Software Documentation, Lotus Notes, Spreadsheets, Database Administration, Office Management, Administrative..., EMR, Long-term Care, Medicaid, Nursing, Managed Care
Education
Kean University 1991 — 1998
Bachelor's degree, Computer and Information Sciences and Support Services
Clifton Pittman's AXA Advisors Experience 2000 - 2008
Job Administrative Assistant at Alaris Member Health Centers
Industry Hospital & Health Care
Experience
Robert Wood Johnson University Hospital Rahway August 2012 - Present
Alaris Member Health Centers March 2012 - Present
AXA Advisors 2000 - 2008
Skills
Healthcare, Hospitals, Microsoft Word
Education
Kean University 1990 — 1998
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Robert Wood Johnson University Hospital Rahway August 2012 - Present
Alaris Member Health Centers March 2012 - Present
AXA Advisors 2000 - 2008
Skills
Healthcare, Hospitals, Microsoft Word
Education
Kean University 1990 — 1998
Bachelor of Science (BS), Computer and Information Sciences and Support Services
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO