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
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AXA Advisors Employees
Employee
Years
Job
Industry
Alexia Redick Alexia Redick's AXA Advisors Experience October 2010 - August 2011
Job Director of Marketing at beamSmart, Inc.
Industry Performing Arts
Experience
beamSmart, Inc. August 2015 - Present
Conservatory Ballet 1997 - Present
Conservatory Ballet 2006 - 2015
Reel Potential, LLC September 2011 - September 2012
AXA Advisors October 2010 - August 2011
Skills
Social Media, Management, Public Speaking, Event Planning, Strategic Planning, Leadership, Nonprofits, Event Management, Program Management, Fundraising, Marketing, Teaching, Community Outreach, Small Business, Public Relations, Internal Communications, Advertising, Team Building, Social Media Marketing, Marketing Strategy, Social Networking, Strategy, Marketing Communications, Project Management
Education
Liberty University 2015 — 2017
Master's Degree
University of Virginia 2015 — 2017
Information Technology
Northern Virginia Community College 2010 — 2015
Project Management Certificate, Project Management
Sweet Briar College 2004 — 2006
Bachelor's Degree, Business Administration and Management, General
beamSmart, Inc. August 2015 - Present
Conservatory Ballet 1997 - Present
Conservatory Ballet 2006 - 2015
Reel Potential, LLC September 2011 - September 2012
AXA Advisors October 2010 - August 2011
Skills
Social Media, Management, Public Speaking, Event Planning, Strategic Planning, Leadership, Nonprofits, Event Management, Program Management, Fundraising, Marketing, Teaching, Community Outreach, Small Business, Public Relations, Internal Communications, Advertising, Team Building, Social Media Marketing, Marketing Strategy, Social Networking, Strategy, Marketing Communications, Project Management
Education
Liberty University 2015 — 2017
Master's Degree
University of Virginia 2015 — 2017
Information Technology
Northern Virginia Community College 2010 — 2015
Project Management Certificate, Project Management
Sweet Briar College 2004 — 2006
Bachelor's Degree, Business Administration and Management, General
Kelly Lang (McNulty) Kelly Lang (McNulty)'s AXA Advisors Experience August 2012 - April 2014
Job Administrative Assistant to the Academic Dean and Registrar
Industry Religious Institutions
Experience
St. John Vianney Theological Seminary August 2015 - Present
Red Rocks Planning Group, LLC April 2014 - August 2015
Legacy Wealth Partners LLC August 2012 - August 2015
AXA Advisors August 2012 - April 2014
Rolling Hills Country Club November 2011 - September 2012
Sprinkles Cupcakes September 2011 - November 2011
Rolling Hills Country Club May 2006 - September 2011
Loyola Marymount University, Burns Recreation Center August 2008 - May 2011
Mpower Pictures January 2010 - May 2010
Skills
Final Draft, Final Cut Pro, Microsoft Office, Time Management, Organizing, Creative Writing, Customer Service, Marketing, Marketing Communications, Event Planning, Outlook, Video Editing, Photoshop, Public Relations, Advertising, Social Networking, Fundraising, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2008 — 2011
Bachelor of Arts, Screenwriting
St. John Vianney Theological Seminary August 2015 - Present
Red Rocks Planning Group, LLC April 2014 - August 2015
Legacy Wealth Partners LLC August 2012 - August 2015
AXA Advisors August 2012 - April 2014
Rolling Hills Country Club November 2011 - September 2012
Sprinkles Cupcakes September 2011 - November 2011
Rolling Hills Country Club May 2006 - September 2011
Loyola Marymount University, Burns Recreation Center August 2008 - May 2011
Mpower Pictures January 2010 - May 2010
Skills
Final Draft, Final Cut Pro, Microsoft Office, Time Management, Organizing, Creative Writing, Customer Service, Marketing, Marketing Communications, Event Planning, Outlook, Video Editing, Photoshop, Public Relations, Advertising, Social Networking, Fundraising, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2008 — 2011
Bachelor of Arts, Screenwriting
Nicholas D'Angelo Nicholas D'Angelo's AXA Advisors Experience March 2007 - October 2007
Job Vice President, Mutual Funds and Key Accounts Manager at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
Citi April 2013 - October 2014
Citi July 2011 - April 2013
Fidelity Investments March 2008 - August 2010
AXA Advisors March 2007 - October 2007
Skills
Strategic Financial..., Series 7, Mutual Funds, Personal Finance, Pensions, Investments, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Insurance, Securities, Financial Analysis, Asset Allocation, Retirement, Risk Management, Portfolio Management, Options, Series 63, Finance, Equities, Financial Services, Financial Planning
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Marketing
The Kent School 1998 — 2002
High School
East Hampton 1988 — 1998
Elementary School
Citi October 2014 - Present
Citi April 2013 - October 2014
Citi July 2011 - April 2013
Fidelity Investments March 2008 - August 2010
AXA Advisors March 2007 - October 2007
Skills
Strategic Financial..., Series 7, Mutual Funds, Personal Finance, Pensions, Investments, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Insurance, Securities, Financial Analysis, Asset Allocation, Retirement, Risk Management, Portfolio Management, Options, Series 63, Finance, Equities, Financial Services, Financial Planning
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Marketing
The Kent School 1998 — 2002
High School
East Hampton 1988 — 1998
Elementary School
Jorge F. Alifonso Castro Jorge F. Alifonso Castro's AXA Advisors Experience October 2010 - Present
Job Divisional Vice President / Investment Advisor Representative at AXA ADVISORS
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
Skills
Entrepreneurship, Small Business, Finance, Business Strategy, Business Planning, Business Development, Strategic Financial..., Management Consulting, Executive Management, Financial Advisory, Securities, Asset Management, Risk Management, Managed Accounts, Investments, Alternative Investments, Asset Allocation, Financial Need Analysis
Education
Polytechnic University of Puerto Rico 2002 — 2005
Master's Degree, Master in Manufacturing Compretitiveness
Lewis University 1999 — 2002
Bachelor's Degree, Bachelor in Biology
University of Hawaii at Manoa 1997 — 1999
Minor in Marketing and Chemistry
AXA Advisors October 2010 - Present
Skills
Entrepreneurship, Small Business, Finance, Business Strategy, Business Planning, Business Development, Strategic Financial..., Management Consulting, Executive Management, Financial Advisory, Securities, Asset Management, Risk Management, Managed Accounts, Investments, Alternative Investments, Asset Allocation, Financial Need Analysis
Education
Polytechnic University of Puerto Rico 2002 — 2005
Master's Degree, Master in Manufacturing Compretitiveness
Lewis University 1999 — 2002
Bachelor's Degree, Bachelor in Biology
University of Hawaii at Manoa 1997 — 1999
Minor in Marketing and Chemistry
Christian R. Puma Christian R. Puma's AXA Advisors Experience June 2013 - October 2013
Job Client Services Representative at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2013 - Present
AXA Advisors June 2013 - October 2013
Merrill Lynch July 2012 - August 2012
Cepro, a.s. May 2012 - June 2012
Global Research Consortium, Jackson Securities June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2009 — 2013
Finance
Oppenheimer & Co. Inc. December 2013 - Present
AXA Advisors June 2013 - October 2013
Merrill Lynch July 2012 - August 2012
Cepro, a.s. May 2012 - June 2012
Global Research Consortium, Jackson Securities June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2009 — 2013
Finance
Brendan Moody Brendan Moody's AXA Advisors Experience December 2007 - March 2010
Job VP/Financial Consultant, Fidelity Investments Private Client Group
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
AXA Advisors December 2007 - March 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Loyola University of Chicago 2004 — 2008
Finance, Economics
Mount Carmel High School 1998 — 2002
Fidelity Investments April 2010 - Present
AXA Advisors December 2007 - March 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Loyola University of Chicago 2004 — 2008
Finance, Economics
Mount Carmel High School 1998 — 2002
Alex Vander Veen Alex Vander Veen's AXA Advisors Experience August 2012 - October 2013
Job Credit AnalystCommercial Real Estate Group at Washington Federal
Industry Banking
Experience
Washington Federal April 2014 - Present
Washington Federal October 2013 - April 2014
AXA Advisors August 2012 - October 2013
ADVFN March 2011 - May 2011
Skills
Retirement Planning, Strategy, Investments, Management, Life Insurance, Insurance, Finance, Public Relations, Small Business, Research, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Retirement, Fixed Annuities, Investment Strategies, Portfolio Management, Asset Management, Estate Planning
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, emphasis in finance and management.
Washington Federal April 2014 - Present
Washington Federal October 2013 - April 2014
AXA Advisors August 2012 - October 2013
ADVFN March 2011 - May 2011
Skills
Retirement Planning, Strategy, Investments, Management, Life Insurance, Insurance, Finance, Public Relations, Small Business, Research, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Retirement, Fixed Annuities, Investment Strategies, Portfolio Management, Asset Management, Estate Planning
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, emphasis in finance and management.
Amelia Sagona Amelia Sagona's AXA Advisors Experience June 2010 - August 2010
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
McGladrey January 2013 - December 2014
Goldman Sachs June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Education
University of Miami
Master of Accounting
University of Miami 2010 — 2012
Bachelor of Business Administration (BBA), Accounting, Finance
Loyola College in Maryland 2008 — 2010
Accounting
St. Francis Preparatory School 2004 — 2008
McGladrey January 2015 - Present
McGladrey January 2013 - December 2014
Goldman Sachs June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Education
University of Miami
Master of Accounting
University of Miami 2010 — 2012
Bachelor of Business Administration (BBA), Accounting, Finance
Loyola College in Maryland 2008 — 2010
Accounting
St. Francis Preparatory School 2004 — 2008
Emily Strackhouse Emily Strackhouse's AXA Advisors Experience December 2012 - January 2013
Job Marketing and Sales Associate at Sanofi Pasteur
Industry Pharmaceuticals
Experience
Sanofi Pasteur January 2015 - Present
Sanofi Pasteur July 2014 - Present
Sanofi Pasteur August 2014 - December 2014
MyGradPad June 2013 - August 2013
AXA Advisors December 2012 - January 2013
Skills
Leadership, Marketing Communications, Project Management, Teamwork, Direct Sales, Marketing, Strategy, Microsoft Office, Microsoft Excel
Education
Lehigh University 2010 — 2014
Interdisciplinary Studies: Marketing & Psychology
The Pingry School 2006 — 2010
Central Saint Martins 2012 — 2012
Business, Branding, and Marketing Curriculum
NABA - Nuova Accademia di Belle Arti Milano 2012 — 2012
Business, Branding, and Marketing Curriculum
Sanofi Pasteur January 2015 - Present
Sanofi Pasteur July 2014 - Present
Sanofi Pasteur August 2014 - December 2014
MyGradPad June 2013 - August 2013
AXA Advisors December 2012 - January 2013
Skills
Leadership, Marketing Communications, Project Management, Teamwork, Direct Sales, Marketing, Strategy, Microsoft Office, Microsoft Excel
Education
Lehigh University 2010 — 2014
Interdisciplinary Studies: Marketing & Psychology
The Pingry School 2006 — 2010
Central Saint Martins 2012 — 2012
Business, Branding, and Marketing Curriculum
NABA - Nuova Accademia di Belle Arti Milano 2012 — 2012
Business, Branding, and Marketing Curriculum
Emily Berry, CPA Emily Berry, CPA's AXA Advisors Experience May 2009 - May 2010
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
KPMG US October 2012 - June 2014
KPMG June 2011 - August 2011
Michael B. Allmon & Associates April 2010 - April 2011
AXA Advisors May 2009 - May 2010
Loyola Marymount University Student Employment Services September 2008 - May 2009
Skills
Accounting, Excel, Word, PowerPoint, Outlook, Microsoft Office, Quickbooks, SEC filings, Microsoft Excel, Financial Accounting, Financial Reporting, CPA, Account Reconciliation, US GAAP, Microsoft Word, GAAP, Financial Statements, Bookkeeping, Financial Analysis, QuickBooks
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
BS in Accounting, Accounting
KPMG US July 2014 - Present
KPMG US October 2012 - June 2014
KPMG June 2011 - August 2011
Michael B. Allmon & Associates April 2010 - April 2011
AXA Advisors May 2009 - May 2010
Loyola Marymount University Student Employment Services September 2008 - May 2009
Skills
Accounting, Excel, Word, PowerPoint, Outlook, Microsoft Office, Quickbooks, SEC filings, Microsoft Excel, Financial Accounting, Financial Reporting, CPA, Account Reconciliation, US GAAP, Microsoft Word, GAAP, Financial Statements, Bookkeeping, Financial Analysis, QuickBooks
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
BS in Accounting, Accounting
David Pocs David Pocs's AXA Advisors Experience May 2006 - January 2010
Job LPL Financial Advisor at Colorado Financial Partners
Industry Financial Services
Experience
Colorado Financial Partners January 2010 - Present
AXA Advisors May 2006 - January 2010
Paramount Financial Group March 2003 - May 2006
Urban Retail Properties 1998 - 2002
Grubb & Ellis 1994 - 1998
Skills
Leadership, Mutual Funds, Finance, Securities, Insurance, Small Business, Strategic Planning, Management, Real Estate, Asset Managment, Nonprofits, Retirement Planning, Asset Management, Portfolio Management, Real Estate Economics, Due Diligence, Estate Planning, Investment Strategies, Real Estate Development, Customer Service, Investment Advisory, Investments, Financial Analysis, 401k, FINRA, Wealth Management, Asset Allocation, Equities, Series 7, Strategic Financial..., Financial Modeling
Education
Loyola University Chicago 2000 — 2002
MBA, Finance
Northern Illinois University 1992 — 1994
MS, Economic Geography
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economic Geography
Rockford East 1983 — 1988
Colorado Financial Partners January 2010 - Present
AXA Advisors May 2006 - January 2010
Paramount Financial Group March 2003 - May 2006
Urban Retail Properties 1998 - 2002
Grubb & Ellis 1994 - 1998
Skills
Leadership, Mutual Funds, Finance, Securities, Insurance, Small Business, Strategic Planning, Management, Real Estate, Asset Managment, Nonprofits, Retirement Planning, Asset Management, Portfolio Management, Real Estate Economics, Due Diligence, Estate Planning, Investment Strategies, Real Estate Development, Customer Service, Investment Advisory, Investments, Financial Analysis, 401k, FINRA, Wealth Management, Asset Allocation, Equities, Series 7, Strategic Financial..., Financial Modeling
Education
Loyola University Chicago 2000 — 2002
MBA, Finance
Northern Illinois University 1992 — 1994
MS, Economic Geography
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economic Geography
Rockford East 1983 — 1988
Robert McCreary's AXA Advisors Experience October 2011 - April 2012
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo, Commercial Banking August 2015 - Present
Seyfarth Shaw LLP September 2014 - Present
Teach For America June 2012 - June 2014
AXA Advisors October 2011 - April 2012
Debus, Kazan & Westerhausen, Ltd. December 2011 - January 2012
Coldwell Banker January 2011 - October 2011
Skills
Microsoft Office, PowerPoint, Management, Editing, Research, Nonprofits, Public Speaking, Social Media, Microsoft Word, Team Building, Curriculum Development, Teaching, Legal Research, Customer Service, Event Planning, Social Media Marketing
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Law & Finance
University of Virginia 2010 — 2010
Semester at Sea, International Business
Arcadia High
Wells Fargo, Commercial Banking August 2015 - Present
Seyfarth Shaw LLP September 2014 - Present
Teach For America June 2012 - June 2014
AXA Advisors October 2011 - April 2012
Debus, Kazan & Westerhausen, Ltd. December 2011 - January 2012
Coldwell Banker January 2011 - October 2011
Skills
Microsoft Office, PowerPoint, Management, Editing, Research, Nonprofits, Public Speaking, Social Media, Microsoft Word, Team Building, Curriculum Development, Teaching, Legal Research, Customer Service, Event Planning, Social Media Marketing
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Law & Finance
University of Virginia 2010 — 2010
Semester at Sea, International Business
Arcadia High
Ronald Snively's AXA Advisors Experience February 2012 - January 2013
Job Master's in Education at Pacific University
Industry Higher Education
Experience
Anchorage School District May 2015 - Present
Dallas High School September 2013 - Present
Safeway June 2009 - September 2013
AXA Advisors February 2012 - January 2013
Northwestern Mutual November 2011 - February 2012
Dallas High School Summer League May 2011 - October 2011
McMinnville High School Junior Varsity February 2011 - June 2011
Skills
Retirement Planning, Investments, Series 7, Stocks, Finance, Financial Analysis, Strategic Financial..., Health Insurance, Leadership, Mutual Funds, Employee Benefits, Small Business
Education
Pacific University 2014 — 2015
Master of Education (M.Ed.)
Linfield College 2009 — 2012
Bachelor of Arts (B.A.), Business Management, Economics Minor
Pacific Lutheran University 2008 — 2009
Anchorage School District May 2015 - Present
Dallas High School September 2013 - Present
Safeway June 2009 - September 2013
AXA Advisors February 2012 - January 2013
Northwestern Mutual November 2011 - February 2012
Dallas High School Summer League May 2011 - October 2011
McMinnville High School Junior Varsity February 2011 - June 2011
Skills
Retirement Planning, Investments, Series 7, Stocks, Finance, Financial Analysis, Strategic Financial..., Health Insurance, Leadership, Mutual Funds, Employee Benefits, Small Business
Education
Pacific University 2014 — 2015
Master of Education (M.Ed.)
Linfield College 2009 — 2012
Bachelor of Arts (B.A.), Business Management, Economics Minor
Pacific Lutheran University 2008 — 2009
Lex Utt Lex Utt's AXA Advisors Experience June 2012 - August 2012
Job Capital Planning Analyst at M&T Bank
Industry Financial Services
Carey Wilson Carey Wilson's AXA Advisors Experience September 2008 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2008 - Present
Metlife,Barnum Financial 2004 - 2008
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Life Insurance
Education
Manhattan College 1989 — 1993
Accounting
AXA Advisors September 2008 - Present
Metlife,Barnum Financial 2004 - 2008
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Life Insurance
Education
Manhattan College 1989 — 1993
Accounting
Andrew Galy's AXA Advisors Experience September 2009 - February 2014
Job President New Orleans Private Wealth Management,LLC
Industry Financial Services
Experience
Galy Capital Group, LLC October 2007 - Present
AXA Advisors September 2009 - February 2014
ING Financial Partners October 2007 - September 2009
FBT Investments September 2000 - October 2007
First Bank and Trust March 2000 - October 2007
American Fronteer Financial February 1996 - February 2000
Skills
Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Investment Advisory, Securities, Risk Management, Investment & Retirement..., Small Business, Portfolio Management, Strategic Financial..., Asset Management, Fee Based, Mutual Funds, Long Term Care Insurance, Variable Annuities, Variable Life, Variable Products, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Equities, Equity Trading, Equity Research, REIT, Oil/Gas, Oil Industry, Oil & Gas Industry, Tax Free Income, Municipal Bonds, Munis, Unit Trusts, ETFs, Options, Employee Stock Options, Options Strategies, Dividends, Annuity Sales, Equity Indexed Annuities, Indexed Annuities, Growth Strategies
Education
LSU 1984 — 1989
Bachelor of Science (BS), Zoology/Animal Biology
Jesuit New Orlean 1979 — 1984
Galy Capital Group, LLC October 2007 - Present
AXA Advisors September 2009 - February 2014
ING Financial Partners October 2007 - September 2009
FBT Investments September 2000 - October 2007
First Bank and Trust March 2000 - October 2007
American Fronteer Financial February 1996 - February 2000
Skills
Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Investment Advisory, Securities, Risk Management, Investment & Retirement..., Small Business, Portfolio Management, Strategic Financial..., Asset Management, Fee Based, Mutual Funds, Long Term Care Insurance, Variable Annuities, Variable Life, Variable Products, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Equities, Equity Trading, Equity Research, REIT, Oil/Gas, Oil Industry, Oil & Gas Industry, Tax Free Income, Municipal Bonds, Munis, Unit Trusts, ETFs, Options, Employee Stock Options, Options Strategies, Dividends, Annuity Sales, Equity Indexed Annuities, Indexed Annuities, Growth Strategies
Education
LSU 1984 — 1989
Bachelor of Science (BS), Zoology/Animal Biology
Jesuit New Orlean 1979 — 1984
Evan Deems Evan Deems's AXA Advisors Experience September 2012 - December 2012
Job Analyst at PM Realty Group
Industry Financial Services
Experience
PM Realty Group June 2014 - Present
Landmark Dividend January 2014 - May 2014
National Risk Retention Association June 2012 - February 2014
Nigro Karlin Segal Feldstein & Bolno June 2013 - August 2013
AXA Advisors September 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Marketing, Capital IQ, Microsoft Access, Microsoft Word, Social Networking, Customer Service, Public Speaking, Event Planning, Facebook, Management, Fundraising
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
PM Realty Group June 2014 - Present
Landmark Dividend January 2014 - May 2014
National Risk Retention Association June 2012 - February 2014
Nigro Karlin Segal Feldstein & Bolno June 2013 - August 2013
AXA Advisors September 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Marketing, Capital IQ, Microsoft Access, Microsoft Word, Social Networking, Customer Service, Public Speaking, Event Planning, Facebook, Management, Fundraising
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Ryan Metzger Ryan Metzger's AXA Advisors Experience 2013 - 2014
Job Investment Manager at The Galeb Group
Industry Financial Services
Experience
The Galeb Group March 2014 - Present
AXA Advisors 2013 - 2014
Bidwell Environmental May 2011 - August 2011
Watson Pharmaceuticals May 2011 - July 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Facebook, PowerPoint, Event Planning
Education
Loyola Marymount University 2009 — 2013
The Galeb Group March 2014 - Present
AXA Advisors 2013 - 2014
Bidwell Environmental May 2011 - August 2011
Watson Pharmaceuticals May 2011 - July 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Facebook, PowerPoint, Event Planning
Education
Loyola Marymount University 2009 — 2013
Jason Lauderback, CIMA®, CFS® Jason Lauderback, CIMA®, CFS®'s AXA Advisors Experience 2002 - 2003
Job Associate Vice President National Account Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments February 2011 - Present
Advisors Asset Management, Inc. October 2009 - May 2010
DWS Investments June 2006 - December 2008
DWS Investments April 2005 - June 2006
Washington Mutual November 2003 - March 2005
AXA Advisors 2002 - 2003
U.S. ARMY 1993 - 1996
Skills
Business Development, Investments, Financial Services, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, Asset Management, Alternative Investments, Relationship Management, Securities, 401k, Retirement, Separately Managed..., Insurance, New Business Development, Financial Markets, Salesforce.com, CRM, Series 65, Sales Presentations, FINRA, Marketing
Education
Loyola University Chicago 2000 — 2001
MBA, Marketing, eCommerce, and Int'l Business
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science, Management
Calamos Investments February 2011 - Present
Advisors Asset Management, Inc. October 2009 - May 2010
DWS Investments June 2006 - December 2008
DWS Investments April 2005 - June 2006
Washington Mutual November 2003 - March 2005
AXA Advisors 2002 - 2003
U.S. ARMY 1993 - 1996
Skills
Business Development, Investments, Financial Services, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, Asset Management, Alternative Investments, Relationship Management, Securities, 401k, Retirement, Separately Managed..., Insurance, New Business Development, Financial Markets, Salesforce.com, CRM, Series 65, Sales Presentations, FINRA, Marketing
Education
Loyola University Chicago 2000 — 2001
MBA, Marketing, eCommerce, and Int'l Business
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science, Management
Rudy Iberle Rudy Iberle's AXA Advisors Experience October 2009 - March 2010
Job Domestic Pricing Analyst at United Airlines
Industry Financial Services
Experience
United Airlines June 2014 - Present
United Airlines April 2012 - May 2014
LMU Student Investment Fund August 2010 - May 2011
Newcastle Limited June 2010 - August 2010
AXA Advisors October 2009 - March 2010
Segal McCambridge Singer and Mahoney June 2009 - July 2009
Pier Painting June 2008 - August 2008
John Buck Company June 2006 - August 2007
Education
Loyola Marymount University 2007 — 2011
Business Administration, Finance and Entrepreneurship
New Trier High School 2003 — 2007
United Airlines June 2014 - Present
United Airlines April 2012 - May 2014
LMU Student Investment Fund August 2010 - May 2011
Newcastle Limited June 2010 - August 2010
AXA Advisors October 2009 - March 2010
Segal McCambridge Singer and Mahoney June 2009 - July 2009
Pier Painting June 2008 - August 2008
John Buck Company June 2006 - August 2007
Education
Loyola Marymount University 2007 — 2011
Business Administration, Finance and Entrepreneurship
New Trier High School 2003 — 2007
Travis Anderson Travis Anderson's AXA Advisors Experience January 2012 - November 2012
Job Financial Analyst at AECOM
Industry Financial Services
Experience
AECOM March 2015 - Present
Dun & Bradstreet Credibility Corp. September 2013 - March 2015
Dun & Bradstreet Credibility Corp. May 2013 - September 2013
Dun & Bradstreet Credibility Corp. February 2013 - April 2013
Crimson Circle Service Org. December 2011 - February 2013
AXA Advisors January 2012 - November 2012
PennyMac May 2009 - August 2009
Skills
Microsoft Excel, Finance, Corporate Finance, Accounting, Databases, Pivot Tables, Vlookup, Financial Statements, Great Plains Software, SAS, SQL, Financial Modeling, Corporate Budgeting, Financial Analysis, Management Reporter
Education
Loyola Marymount University 2009 — 2013
B.S., Finance
AECOM March 2015 - Present
Dun & Bradstreet Credibility Corp. September 2013 - March 2015
Dun & Bradstreet Credibility Corp. May 2013 - September 2013
Dun & Bradstreet Credibility Corp. February 2013 - April 2013
Crimson Circle Service Org. December 2011 - February 2013
AXA Advisors January 2012 - November 2012
PennyMac May 2009 - August 2009
Skills
Microsoft Excel, Finance, Corporate Finance, Accounting, Databases, Pivot Tables, Vlookup, Financial Statements, Great Plains Software, SAS, SQL, Financial Modeling, Corporate Budgeting, Financial Analysis, Management Reporter
Education
Loyola Marymount University 2009 — 2013
B.S., Finance
David Flanagan David Flanagan's AXA Advisors Experience October 2013 - Present
Job Helping people and business owners build and protect their wealth.
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Thomas Weisel Partners 2000 - 2007
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Health Insurance, IRAs, Roth IRA, Simple IRA, SEP IRA, Term Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Disability Insurance, Income Protection, Retirement Income..., Long-term Care
Education
Loyola University Maryland 1984 — 1988
Bachelor of Arts (B.A.), Management Information Systems, General
St. Joseph Regional High School 1980 — 1984
AXA Advisors October 2013 - Present
Thomas Weisel Partners 2000 - 2007
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Health Insurance, IRAs, Roth IRA, Simple IRA, SEP IRA, Term Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Disability Insurance, Income Protection, Retirement Income..., Long-term Care
Education
Loyola University Maryland 1984 — 1988
Bachelor of Arts (B.A.), Management Information Systems, General
St. Joseph Regional High School 1980 — 1984
Julie Moriarty Julie Moriarty's AXA Advisors Experience November 2008 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2008 - Present
Skills
Retirement, IRAs, Life Insurance, Retirement Planning, Long Term Care Insurance, Mutual Funds, Investments, Series 7, Securities, 401k, 401k Rollovers, Term Life Insurance
Education
Lindenwood University
Bachelor's Degree in Business Administration, Marketing
AXA Advisors November 2008 - Present
Skills
Retirement, IRAs, Life Insurance, Retirement Planning, Long Term Care Insurance, Mutual Funds, Investments, Series 7, Securities, 401k, 401k Rollovers, Term Life Insurance
Education
Lindenwood University
Bachelor's Degree in Business Administration, Marketing
DAVID STOFFER DAVID STOFFER's AXA Advisors Experience March 2012 - July 2012
Job Investment Advisor Rep
Industry Financial Services
Experience
AXA Advisors March 2012 - July 2012
VALIC March 2008 - June 2011
Chicago Mercatile Exchange October 2003 - April 2005
Deutsche Bank Futures August 2001 - September 2003
Fimat Futures 1990 - 2000
Skills
Series 7, Options, Investment Strategies, Economics, Equities, Bonds, Investments, Securities, Portfolio Management, Asset Managment, Fixed Income, Mutual Funds, Strategic Financial..., Wealth Management, Financial Markets, Life Insurance
Education
Loyola University Chicago 1981 — 1983
Economics
Hinsdale Central 1975 — 1979
1979
AXA Advisors March 2012 - July 2012
VALIC March 2008 - June 2011
Chicago Mercatile Exchange October 2003 - April 2005
Deutsche Bank Futures August 2001 - September 2003
Fimat Futures 1990 - 2000
Skills
Series 7, Options, Investment Strategies, Economics, Equities, Bonds, Investments, Securities, Portfolio Management, Asset Managment, Fixed Income, Mutual Funds, Strategic Financial..., Wealth Management, Financial Markets, Life Insurance
Education
Loyola University Chicago 1981 — 1983
Economics
Hinsdale Central 1975 — 1979
1979
Alicia Bergeron's AXA Advisors Experience June 2005 - May 2006
Job Project & Account Manager at NFP
Industry Financial Services
Experience
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
Ashley Royce Ashley Royce's AXA Advisors Experience 2007 - 2007
Job at
Industry Real Estate
Experience
Monroe School District April 2013 - Present
Heavy Restaurant Group January 2012 - Present
Massimo Ristorante November 2012 - March 2013
Bentall Kennedy September 2011 - January 2012
Bentall Kennedy July 2009 - January 2012
Bentall Kennedy 2009 - July 2010
Redhook Ale Brewery June 2008 - September 2008
The Energy Authority January 2008 - June 2008
AXA Advisors 2007 - 2007
Starwood Hotels - The Westin 2006 - 2006
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Budgeting, Microsoft Excel, Budgets, Leadership, Outlook, Training, Event Planning
Education
Northwest University Kirkland, Wa 2011 — 2012
Master of Education (M.Ed.), Secondary Mathematics, Graduate
Loyola Marymount University, College of Business Administration 2004 — 2007
BBA, Finance and International Business
Inglemoor High School 2001 — 2004
Monroe School District April 2013 - Present
Heavy Restaurant Group January 2012 - Present
Massimo Ristorante November 2012 - March 2013
Bentall Kennedy September 2011 - January 2012
Bentall Kennedy July 2009 - January 2012
Bentall Kennedy 2009 - July 2010
Redhook Ale Brewery June 2008 - September 2008
The Energy Authority January 2008 - June 2008
AXA Advisors 2007 - 2007
Starwood Hotels - The Westin 2006 - 2006
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Budgeting, Microsoft Excel, Budgets, Leadership, Outlook, Training, Event Planning
Education
Northwest University Kirkland, Wa 2011 — 2012
Master of Education (M.Ed.), Secondary Mathematics, Graduate
Loyola Marymount University, College of Business Administration 2004 — 2007
BBA, Finance and International Business
Inglemoor High School 2001 — 2004
Jonathan Haab's AXA Advisors Experience June 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Muhlenberg College August 2012 - May 2015
Blue Ridge Communications TV 13 May 2014 - August 2014
Walmart June 2012 - August 2013
Skills
Financial Needs Analysis, Retirement Planning, Wealth Management, Investment Strategies, Financial Analysis, Series 7, Leadership, Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Muhlenberg College 2011 — 2015
Bachelor's Degree, Finance; Media and Communication
Maastricht University 2013 — 2013
International Business
Northern Lehigh High School 2007 — 2011
Lehigh University 2010 — 2010
AXA Advisors June 2015 - Present
Muhlenberg College August 2012 - May 2015
Blue Ridge Communications TV 13 May 2014 - August 2014
Walmart June 2012 - August 2013
Skills
Financial Needs Analysis, Retirement Planning, Wealth Management, Investment Strategies, Financial Analysis, Series 7, Leadership, Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Muhlenberg College 2011 — 2015
Bachelor's Degree, Finance; Media and Communication
Maastricht University 2013 — 2013
International Business
Northern Lehigh High School 2007 — 2011
Lehigh University 2010 — 2010
Joseph Saccomanno Joseph Saccomanno's AXA Advisors Experience February 2010 - Present
Job Retirement Planning Specialist with AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors February 2010 - Present
Skills
•Wealth Management, •Financial Planning, •Investment planning, •Insurance planning or..., •Long-term care..., •Estate planning..., •Retirement planning, •Executive benefits..., •Business succession..., •Education planning..., •Social media, •Risk management, •Wealth preservation..., •Estate conservation..., •Tax-efficient...
Education
Manhattan College 2005 — 2009
BS, Finance
Don Bosco Prep 2001 — 2005
AXA Advisors February 2010 - Present
Skills
•Wealth Management, •Financial Planning, •Investment planning, •Insurance planning or..., •Long-term care..., •Estate planning..., •Retirement planning, •Executive benefits..., •Business succession..., •Education planning..., •Social media, •Risk management, •Wealth preservation..., •Estate conservation..., •Tax-efficient...
Education
Manhattan College 2005 — 2009
BS, Finance
Don Bosco Prep 2001 — 2005
Alison Ray's AXA Advisors Experience January 2015 - April 2015
Job Financial Analyst at Synchronoss Technologies
Industry
Experience
Synchronoss Technologies 2015 - Present
AXA Advisors January 2015 - April 2015
Synchronoss Technologies June 2014 - January 2015
Marist Archives October 2013 - December 2013
Winnewald Day Camp June 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Social Media, Teamwork, Data Analysis, LaTeX, Problem Solving, Java, Time Management, Spanish, Social Networking, Microsoft Excel
Education
Marist College 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics, Senior
University of St. Andrews 2014 — 2014
Semester Abroad, Economics, Junior
Synchronoss Technologies 2015 - Present
AXA Advisors January 2015 - April 2015
Synchronoss Technologies June 2014 - January 2015
Marist Archives October 2013 - December 2013
Winnewald Day Camp June 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Social Media, Teamwork, Data Analysis, LaTeX, Problem Solving, Java, Time Management, Spanish, Social Networking, Microsoft Excel
Education
Marist College 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics, Senior
University of St. Andrews 2014 — 2014
Semester Abroad, Economics, Junior
Stephanie Chambliss Stephanie Chambliss's AXA Advisors Experience October 2013 - Present
Job Financial Professional at AXA Advisors
Industry
Experience
AXA Advisors October 2013 - Present
Stephanie Chambliss, MBA July 2012 - Present
Juvenile Justice Project of Louisiana July 2012 - January 2013
Urban League of Greater New Orleans January 2009 - July 2012
Harrah's New Orleans June 2007 - December 2008
Skills
Financial Needs Analyses, Retirement Planning, Succession Planning, Saving for Education
Education
Texas Southern University 2005 — 2007
Master of Business Administration (M.B.A.)
Louisiana State University
Louisiana State University
Louisiana State University
AXA Advisors October 2013 - Present
Stephanie Chambliss, MBA July 2012 - Present
Juvenile Justice Project of Louisiana July 2012 - January 2013
Urban League of Greater New Orleans January 2009 - July 2012
Harrah's New Orleans June 2007 - December 2008
Skills
Financial Needs Analyses, Retirement Planning, Succession Planning, Saving for Education
Education
Texas Southern University 2005 — 2007
Master of Business Administration (M.B.A.)
Louisiana State University
Louisiana State University
Louisiana State University
Bradley Arkell's AXA Advisors Experience October 2006 - March 2008
Job Partner & President at Arkell Investment Management, LLC
Industry Investment Management
Experience
Dollar Hobbyz July 2012 - Present
Arkell Enterprises December 2012 - Present
Twin Hobbyz, LLC June 2004 - Present
Arkell Investment Management, LLC December 2012 - Present
Capital Investors February 2010 - Present
Capital Programs Advisory Corporation September 2009 - July 2012
MassMutual Financial Group April 2008 - August 2009
AXA Advisors October 2006 - March 2008
Skills
Investments, Retirement Planning, Series 7, 401k Rollovers, College Savings Plans, 529 Plans, Wealth Accumulation, IRAs, Education Funding, Saving for Education, Simple IRA, Roth IRA, Investment Advisory, Retirement, Wealth Management, Managed Money, SEP IRA, College Education..., Series 66, Financial Planners, Asset Management, Strategic Financial..., Microsoft Office, Financial Planning, Team Building, Strategic Planning, Leadership, Marketing, Management, Customer Service, Microsoft Excel, Small Business, Finance, Strategy
Education
Liberty University 2003 — 2006
Bachelor of Science (B.S.), Business Finance, 4.0
North High 1999 — 2003
3.97
Dollar Hobbyz July 2012 - Present
Arkell Enterprises December 2012 - Present
Twin Hobbyz, LLC June 2004 - Present
Arkell Investment Management, LLC December 2012 - Present
Capital Investors February 2010 - Present
Capital Programs Advisory Corporation September 2009 - July 2012
MassMutual Financial Group April 2008 - August 2009
AXA Advisors October 2006 - March 2008
Skills
Investments, Retirement Planning, Series 7, 401k Rollovers, College Savings Plans, 529 Plans, Wealth Accumulation, IRAs, Education Funding, Saving for Education, Simple IRA, Roth IRA, Investment Advisory, Retirement, Wealth Management, Managed Money, SEP IRA, College Education..., Series 66, Financial Planners, Asset Management, Strategic Financial..., Microsoft Office, Financial Planning, Team Building, Strategic Planning, Leadership, Marketing, Management, Customer Service, Microsoft Excel, Small Business, Finance, Strategy
Education
Liberty University 2003 — 2006
Bachelor of Science (B.S.), Business Finance, 4.0
North High 1999 — 2003
3.97
Craig Antonio Jones Craig Antonio Jones's AXA Advisors Experience March 2015 - Present
Job Registered Representative at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
New York Life Insurance Company December 2011 - March 2015
Cox Communications February 2006 - March 2011
USAA March 2001 - February 2006
GEICO April 1998 - March 2001
United States Navy September 1989 - June 1996
Skills
Outlook, Customer Service, Excel, Word, Microsoft Office, Administration, Customer Relations, Customer Retention, Driving, Law Enforcement, Security, Microsoft Excel, Insurance, Sales, Enforcement, Military, System Administration, Leadership, Coaching, Finance, Life Insurance, Strategic Financial..., Retirement Planning, Public Speaking, Retirement, Long-term Care, Long Term Care Insurance, Marketing, Investments, IRAs, Term Life Insurance, 401k, Financial Services, Health Insurance, Mutual Funds, Variable Annuities, Series 63, PowerPoint, Time Management, Disability Insurance, Employee Benefits, Fixed Annuities, Recruiting, Financial Planners, Microsoft Word, Series 6, Social Networking, Strategic Planning, Leadership Development, Team Building
Education
Liberty University 2009 — 2013
Multi Disciplinary, IT, Criminal Justice, Business Administration
Tidewater Community College 2008 — 2010
Business Administration, Finance and Financial Management Services
AXA Advisors March 2015 - Present
New York Life Insurance Company December 2011 - March 2015
Cox Communications February 2006 - March 2011
USAA March 2001 - February 2006
GEICO April 1998 - March 2001
United States Navy September 1989 - June 1996
Skills
Outlook, Customer Service, Excel, Word, Microsoft Office, Administration, Customer Relations, Customer Retention, Driving, Law Enforcement, Security, Microsoft Excel, Insurance, Sales, Enforcement, Military, System Administration, Leadership, Coaching, Finance, Life Insurance, Strategic Financial..., Retirement Planning, Public Speaking, Retirement, Long-term Care, Long Term Care Insurance, Marketing, Investments, IRAs, Term Life Insurance, 401k, Financial Services, Health Insurance, Mutual Funds, Variable Annuities, Series 63, PowerPoint, Time Management, Disability Insurance, Employee Benefits, Fixed Annuities, Recruiting, Financial Planners, Microsoft Word, Series 6, Social Networking, Strategic Planning, Leadership Development, Team Building
Education
Liberty University 2009 — 2013
Multi Disciplinary, IT, Criminal Justice, Business Administration
Tidewater Community College 2008 — 2010
Business Administration, Finance and Financial Management Services
Dario Castaneda Ballard's AXA Advisors Experience May 2011 - January 2012
Job Law Clerk at The Law Offices of Robert D. Ahlgren and Associates
Industry Law Practice
Experience
The Law Offices of Robert D. Ahlgren and Associates May 2014 - Present
Cardenas Marketing Network October 2013 - May 2014
Loyola University Chicago August 2013 - December 2013
Northern District of Illinois May 2013 - August 2013
AXA Advisors May 2011 - January 2012
Oakton Community College 2007 - 2008
Skills
Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Marketing, Strategic Planning, Marketing Strategy, Teaching, Fundraising, Event Planning, Non-profits, Insurance, Budgets, Social Media, Coaching, Outlook, Public Relations, Government, Program Development, Spanish, Team Leadership, Community Outreach, Policy Analysis, Nonprofits, Westlaw, Sales, Legal Writing, Teamwork, Legal Research, Policy
Education
Loyola University Chicago School of Law 2012 — 2015
Juris Doctorate, Law
Loyola University of Chicago 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government & Philosophy
The Law Offices of Robert D. Ahlgren and Associates May 2014 - Present
Cardenas Marketing Network October 2013 - May 2014
Loyola University Chicago August 2013 - December 2013
Northern District of Illinois May 2013 - August 2013
AXA Advisors May 2011 - January 2012
Oakton Community College 2007 - 2008
Skills
Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Marketing, Strategic Planning, Marketing Strategy, Teaching, Fundraising, Event Planning, Non-profits, Insurance, Budgets, Social Media, Coaching, Outlook, Public Relations, Government, Program Development, Spanish, Team Leadership, Community Outreach, Policy Analysis, Nonprofits, Westlaw, Sales, Legal Writing, Teamwork, Legal Research, Policy
Education
Loyola University Chicago School of Law 2012 — 2015
Juris Doctorate, Law
Loyola University of Chicago 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government & Philosophy
Charles Johnston Charles Johnston's AXA Advisors Experience March 2014 - September 2014
Job Assistant Manager
Industry Retail
Experience
Glitch Gaming Apparel March 2015 - Present
Langdon Florist November 2014 - Present
AXA Advisors March 2014 - September 2014
Global Arena Capital October 2013 - December 2013
Merrill Lynch June 2012 - July 2012
Skills
Series 7, series 66, Investments, Insurance, Financial Analysis, Financial Services, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, PowerPoint, Financial Planning, Microsoft Word
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Christian Brothers Academy (Syracuse) 2004 — 2009
Glitch Gaming Apparel March 2015 - Present
Langdon Florist November 2014 - Present
AXA Advisors March 2014 - September 2014
Global Arena Capital October 2013 - December 2013
Merrill Lynch June 2012 - July 2012
Skills
Series 7, series 66, Investments, Insurance, Financial Analysis, Financial Services, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, PowerPoint, Financial Planning, Microsoft Word
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Christian Brothers Academy (Syracuse) 2004 — 2009
Sherrie Bergmann Sherrie Bergmann's AXA Advisors Experience August 2015 - Present
Job Office Manager
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Tea Party Castle April 2011 - May 2015
Independent Opportunities of Michigan, Inc. October 1999 - June 2011
Skills
Customer Service, Leadership, Management, Non-profits, Nonprofits, Parties, Public Speaking, Sales Management, Small Business, Strategic Planning, Team Building, Event Planning, Marketing, Sales
Education
Macomb Community College
AXA Advisors August 2015 - Present
Tea Party Castle April 2011 - May 2015
Independent Opportunities of Michigan, Inc. October 1999 - June 2011
Skills
Customer Service, Leadership, Management, Non-profits, Nonprofits, Parties, Public Speaking, Sales Management, Small Business, Strategic Planning, Team Building, Event Planning, Marketing, Sales
Education
Macomb Community College
Anthony P. Fusaro Anthony P. Fusaro's AXA Advisors Experience July 2015 - Present
Job Wealth Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
Bryan Dalesandro, CFP® Bryan Dalesandro, CFP®'s AXA Advisors Experience October 1999 - June 2001
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Kristen Mancuso's AXA Advisors Experience September 2010 - December 2010
Job Events Manager Century 21 Real Estate LLC at Realogy Holdings Corp.
Industry Marketing and Advertising
Experience
Realogy Holdings Corp. April 2015 - Present
Realogy Holdings Corp. January 2012 - April 2015
The Hampshire Companies October 2011 - January 2012
Marist College March 2010 - May 2011
Marist College June 2008 - January 2011
AXA Advisors September 2010 - December 2010
Skills
Event Planning, Marketing, Illustrator, Leadership, Social Media, Microsoft Office, Adobe Photoshop, Adobe Indesign, Adobe Illustrator, Mac, Social Media Marketing, Photoshop, Public Speaking
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration, Marketing
Scuolo Lorenzo di Medici 2009 — 2009
Semester Abroad, Arts
Randolph High School 2003 — 2007
Realogy Holdings Corp. April 2015 - Present
Realogy Holdings Corp. January 2012 - April 2015
The Hampshire Companies October 2011 - January 2012
Marist College March 2010 - May 2011
Marist College June 2008 - January 2011
AXA Advisors September 2010 - December 2010
Skills
Event Planning, Marketing, Illustrator, Leadership, Social Media, Microsoft Office, Adobe Photoshop, Adobe Indesign, Adobe Illustrator, Mac, Social Media Marketing, Photoshop, Public Speaking
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration, Marketing
Scuolo Lorenzo di Medici 2009 — 2009
Semester Abroad, Arts
Randolph High School 2003 — 2007
Nicholas Stephens Nicholas Stephens's AXA Advisors Experience September 2013 - December 2013
Job Client Services Representative at The Honest Company
Industry Financial Services
Experience
The Honest Company June 2014 - Present
AXA Advisors September 2013 - December 2013
Event Operations at LMU September 2012 - September 2013
BODYARMOR SuperDrink May 2013 - August 2013
Skills
Financial Analysis, Investments, Strategic Financial..., Finance, Financial Modeling, Equities, Asset Management, Microsoft Excel, Risk Management, Banking
Education
Loyola Marymount University 2010 — 2014
Bachelor's degree, Finance, General
The Honest Company June 2014 - Present
AXA Advisors September 2013 - December 2013
Event Operations at LMU September 2012 - September 2013
BODYARMOR SuperDrink May 2013 - August 2013
Skills
Financial Analysis, Investments, Strategic Financial..., Finance, Financial Modeling, Equities, Asset Management, Microsoft Excel, Risk Management, Banking
Education
Loyola Marymount University 2010 — 2014
Bachelor's degree, Finance, General
Jonathan Rothenberg Jonathan Rothenberg's AXA Advisors Experience June 2013 - February 2014
Job Associate, Palari LLC
Industry Commercial Real Estate
Experience
Palari September 2014 - Present
AXA Advisors June 2013 - February 2014
Alpha Kappa Psi November 2011 - May 2013
WhenYouWish.com September 2012 - April 2013
Bukit Energy Inc. June 2011 - July 2011
Boral June 2010 - July 2011
Skills
Microsoft Office, Teamwork, Research, Microsoft Excel, Social Media Marketing, Sales, Event Planning, Social Networking, Teaching, Finance, Business Development, Facebook, Time Management, Leadership, Data Analysis, Social Media
Education
Loyola Marymount University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, Ethics
International Exposure 1995 — 2008
JIS
JIS
JIS
Palari September 2014 - Present
AXA Advisors June 2013 - February 2014
Alpha Kappa Psi November 2011 - May 2013
WhenYouWish.com September 2012 - April 2013
Bukit Energy Inc. June 2011 - July 2011
Boral June 2010 - July 2011
Skills
Microsoft Office, Teamwork, Research, Microsoft Excel, Social Media Marketing, Sales, Event Planning, Social Networking, Teaching, Finance, Business Development, Facebook, Time Management, Leadership, Data Analysis, Social Media
Education
Loyola Marymount University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, Ethics
International Exposure 1995 — 2008
JIS
JIS
JIS
Hans W Mathiak Hans W Mathiak's AXA Advisors Experience June 2001 - June 2003
Job Vice President Investment Executive
Industry Financial Services
Experience
Fifth Third Securities October 2012 - Present
Chase Investment Services Corp. November 2011 - October 2012
Capstone Financial Partners July 2009 - August 2011
MetLife June 2003 - July 2009
AXA Advisors June 2001 - June 2003
Education
The American College 2009 — 2011
CLF, Chartered Leadership Fellow
Macomb Community College 1999 — 2001
Associates, Vehicle Design
Fifth Third Securities October 2012 - Present
Chase Investment Services Corp. November 2011 - October 2012
Capstone Financial Partners July 2009 - August 2011
MetLife June 2003 - July 2009
AXA Advisors June 2001 - June 2003
Education
The American College 2009 — 2011
CLF, Chartered Leadership Fellow
Macomb Community College 1999 — 2001
Associates, Vehicle Design
Thomas Rogers's AXA Advisors Experience July 2011 - December 2011
Job Service Account Executive Buffalo NY at Diebold
Industry Information Technology and Services
Experience
Diebold February 2015 - Present
Diebold December 2011 - Present
AXA Advisors July 2011 - December 2011
Brinks Inc. March 2010 - December 2010
Loomis June 2002 - November 2009
Armored Motor Service of America, Inc./Loomis November 1998 - June 2002
Armored Motor Service of America, Inc./Loomis May 1996 - November 1998
Armored Motor Service of America, Inc./Loomis May 1993 - May 1996
Skills
Investment Strategies, Retirement Income..., Retirement Planning, College Planning, Wealth Accumulation, Wealth Management, Risk Management, Insurance Planning, Estate Planning, Forecasting, Profit & Loss Management, Logistics, Route Planning, Organizational..., Account Management, Business Management, Business Planning, Transportation..., Transportation..., Financial Planners, Sales Operations, Team Leadership, P&L Management, Customer Satisfaction, Educational Consulting, Management, Analysis, Retirement, Human Resources, Transportation, Coaching, Project Planning
Education
Le Moyne College 1992 — 1996
B.S, Business Administration- Organization and Management & Management Information Systems
Diebold February 2015 - Present
Diebold December 2011 - Present
AXA Advisors July 2011 - December 2011
Brinks Inc. March 2010 - December 2010
Loomis June 2002 - November 2009
Armored Motor Service of America, Inc./Loomis November 1998 - June 2002
Armored Motor Service of America, Inc./Loomis May 1996 - November 1998
Armored Motor Service of America, Inc./Loomis May 1993 - May 1996
Skills
Investment Strategies, Retirement Income..., Retirement Planning, College Planning, Wealth Accumulation, Wealth Management, Risk Management, Insurance Planning, Estate Planning, Forecasting, Profit & Loss Management, Logistics, Route Planning, Organizational..., Account Management, Business Management, Business Planning, Transportation..., Transportation..., Financial Planners, Sales Operations, Team Leadership, P&L Management, Customer Satisfaction, Educational Consulting, Management, Analysis, Retirement, Human Resources, Transportation, Coaching, Project Planning
Education
Le Moyne College 1992 — 1996
B.S, Business Administration- Organization and Management & Management Information Systems
Osiola Henderson's AXA Advisors Experience January 2003 - October 2004
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Independent Insurance Agent May 2002 - July 2015
New York Life Insurance Company April 2015 - June 2015
Teleperformance, USA September 2014 - January 2015
Pride Insurance and Investments, LLC February 2012 - December 2014
Apex Wealth Management, LLC October 2004 - February 2012
AXA Advisors January 2003 - October 2004
American Express Financial Advisors April 2002 - December 2002
Alcatel USA January 1999 - February 2002
Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management
Education
Louisiana State University 1993 — 1998
Bachelor of Science, Electrical / Computer Engineering
C E King High School 1990 — 1993
High School Diploma, Computer Programming and Business Applications
Northwestern Mutual July 2015 - Present
Independent Insurance Agent May 2002 - July 2015
New York Life Insurance Company April 2015 - June 2015
Teleperformance, USA September 2014 - January 2015
Pride Insurance and Investments, LLC February 2012 - December 2014
Apex Wealth Management, LLC October 2004 - February 2012
AXA Advisors January 2003 - October 2004
American Express Financial Advisors April 2002 - December 2002
Alcatel USA January 1999 - February 2002
Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management
Education
Louisiana State University 1993 — 1998
Bachelor of Science, Electrical / Computer Engineering
C E King High School 1990 — 1993
High School Diploma, Computer Programming and Business Applications
Byungwoo Kim's AXA Advisors Experience
Job Your Life, Your money
Industry Financial Services
Experience
AXA Advisors
Skills
Investments, Retirement Planning, Retirement, Investment Properties, IRAs, 401k, Estate Planning
Education
University of Harrtford 2003 — 2005
Artist Diploma
Mannes College of Music 2001 — 2003
Professional Degree
Manhattan School of Music 1997 — 2000
Master
AXA Advisors
Skills
Investments, Retirement Planning, Retirement, Investment Properties, IRAs, 401k, Estate Planning
Education
University of Harrtford 2003 — 2005
Artist Diploma
Mannes College of Music 2001 — 2003
Professional Degree
Manhattan School of Music 1997 — 2000
Master
Fred Iorizzo Fred Iorizzo's AXA Advisors Experience March 2009 - February 2012
Job Retired
Industry Financial Services
Experience
Axa Advisors March 2009 - February 2012
Merrill Lynch October 1987 - March 2007
Merrill Lynch June 1981 - October 1987
Merrill Lynch 1978 - 1981
Skills
Series 7, Wealth, Series 63, Asset Management, Annuities, Mutual Funds, Financial Markets, Capital Markets, Retirement Planning, Insurance, Long Term Care, Asset Managment, Fixed Annuities
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Finance
Manhattan College 1971 — 1975
BS, Accounting
Axa Advisors March 2009 - February 2012
Merrill Lynch October 1987 - March 2007
Merrill Lynch June 1981 - October 1987
Merrill Lynch 1978 - 1981
Skills
Series 7, Wealth, Series 63, Asset Management, Annuities, Mutual Funds, Financial Markets, Capital Markets, Retirement Planning, Insurance, Long Term Care, Asset Managment, Fixed Annuities
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Finance
Manhattan College 1971 — 1975
BS, Accounting
Don Smith's AXA Advisors Experience March 2008 - October 2010
Job Director, Strategies and Initiatives,Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2010 - April 2014
AXA Advisors March 2008 - October 2010
AXA Advisors January 2007 - March 2008
AXA Advisors February 2003 - January 2007
AXA Advisors January 2002 - February 2003
AXA Equitable 1996 - 2002
Equitable Life Assurance Society 1992 - 1996
Skills
Insurance, Securities, Licensing, Start-ups, Retirement Planning, Investments, Estate Planning, Mutual Funds, Strategic Financial..., Wealth Management, Employee Benefits, Investment Advisory, Asset Managment, Risk Management, Series 7, Retirement, Financial Analysis, Fixed Annuities, Long-term Care, Sales, Training, Leadership, Marketing, Financial Services, Finance, 401k, Management, Banking, Series 63, Analysis, IRAs, Financial Advisory, Financial Planning, Strategy, Strategic Planning, Life Insurance, Business Development, Portfolio Management, Consulting, Asset Management
Education
Louisiana State University and Agricultural and Mechanical College 1984 — 1988
Bachelor of Science, Business Management/Human Resources
University of Louisiana at Lafayette 1983 — 1984
Computer Science coursework, Computer and Information Sciences, General
Baton Rouge High School 1980 — 1983
Diploma, English
Southern Lab
NA, NA
Bank of America Merrill Lynch April 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2010 - April 2014
AXA Advisors March 2008 - October 2010
AXA Advisors January 2007 - March 2008
AXA Advisors February 2003 - January 2007
AXA Advisors January 2002 - February 2003
AXA Equitable 1996 - 2002
Equitable Life Assurance Society 1992 - 1996
Skills
Insurance, Securities, Licensing, Start-ups, Retirement Planning, Investments, Estate Planning, Mutual Funds, Strategic Financial..., Wealth Management, Employee Benefits, Investment Advisory, Asset Managment, Risk Management, Series 7, Retirement, Financial Analysis, Fixed Annuities, Long-term Care, Sales, Training, Leadership, Marketing, Financial Services, Finance, 401k, Management, Banking, Series 63, Analysis, IRAs, Financial Advisory, Financial Planning, Strategy, Strategic Planning, Life Insurance, Business Development, Portfolio Management, Consulting, Asset Management
Education
Louisiana State University and Agricultural and Mechanical College 1984 — 1988
Bachelor of Science, Business Management/Human Resources
University of Louisiana at Lafayette 1983 — 1984
Computer Science coursework, Computer and Information Sciences, General
Baton Rouge High School 1980 — 1983
Diploma, English
Southern Lab
NA, NA
Denes Quinones Denes Quinones's AXA Advisors Experience July 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
AXA Advisors July 2003 - Present
Lantern Investments, Inc. May 2000 - July 2003
Skills
Certified Financial..., Estate Planning, Retirement Planning, Investment Management, Risk Management..., Licensed Life & Health..., Securities License
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts, English Literature
AXA Advisors July 2003 - Present
Lantern Investments, Inc. May 2000 - July 2003
Skills
Certified Financial..., Estate Planning, Retirement Planning, Investment Management, Risk Management..., Licensed Life & Health..., Securities License
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts, English Literature
Christopher Hogan, ChFC Christopher Hogan, ChFC's AXA Advisors Experience January 2000 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors January 2000 - Present
Education
American College 1990 — 1995
ChFC, Financial Consulting
Marist College 1977 — 1981
Bachelor of Arts, Marist College
AXA Advisors January 2000 - Present
Education
American College 1990 — 1995
ChFC, Financial Consulting
Marist College 1977 — 1981
Bachelor of Arts, Marist College
Xiaoya (Sylvia) Fu Xiaoya (Sylvia) Fu's AXA Advisors Experience May 2015 - August 2015
Job Student at New York University
Industry Information Technology and Services
Experience
AXA Advisors May 2015 - August 2015
KPMG Czech Republic May 2013 - June 2013
BDO June 2012 - August 2012
Skills
Oracle SQL Developer, XLMiner, Visio, Access, MS Project, Data Analysis, Microsoft Office, Project Management, Prezi
Education
New York University 2014 — 2016
Master of Science (M.S.), Management and Systems
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Business Information System
Grier School 2008 — 2010
AXA Advisors May 2015 - August 2015
KPMG Czech Republic May 2013 - June 2013
BDO June 2012 - August 2012
Skills
Oracle SQL Developer, XLMiner, Visio, Access, MS Project, Data Analysis, Microsoft Office, Project Management, Prezi
Education
New York University 2014 — 2016
Master of Science (M.S.), Management and Systems
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Business Information System
Grier School 2008 — 2010
Anthony Leo's AXA Advisors Experience June 2009 - December 2009
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
KJ Smith, CFP®, ChFC® KJ Smith, CFP®, ChFC®'s AXA Advisors Experience March 2011 - December 2014
Job Investment Advisor at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services January 2015 - Present
Dergalis Associates February 2014 - December 2014
Business Strategies Group of Illinois (a division of AXA Advisors, LLC) January 2013 - December 2014
AXA Advisors March 2011 - December 2014
UBS Wealth Management November 2007 - March 2010
Newcastle Limited August 2006 - December 2006
Skills
Investments, Series 7, Estate Planning, Leadership, Small Business, Employee Benefits, Portfolio Management, Disability Insurance, Risk Management, 401k, Retirement, Certified Financial..., Chartered Financial...
Education
Loyola University of Chicago 2002 — 2006
BA, Finance, Theology
Plainfield High School 2000 — 2002
General
Joliet Catholic Academy 1998 — 2000
General
Christian Brothers Investment Services January 2015 - Present
Dergalis Associates February 2014 - December 2014
Business Strategies Group of Illinois (a division of AXA Advisors, LLC) January 2013 - December 2014
AXA Advisors March 2011 - December 2014
UBS Wealth Management November 2007 - March 2010
Newcastle Limited August 2006 - December 2006
Skills
Investments, Series 7, Estate Planning, Leadership, Small Business, Employee Benefits, Portfolio Management, Disability Insurance, Risk Management, 401k, Retirement, Certified Financial..., Chartered Financial...
Education
Loyola University of Chicago 2002 — 2006
BA, Finance, Theology
Plainfield High School 2000 — 2002
General
Joliet Catholic Academy 1998 — 2000
General
Dan Holdt Dan Holdt's AXA Advisors Experience 1999 - Present
Job Daniel M. Holdt, Inc.President
Industry Financial Services
Experience
Daniel M. Holdt, Inc.-Retirement Planning Specialists April 1999 - Present
axa advisors 1999 - Present
heartland advisors 1998 - 1999
Education
Lycoming College 1994 — 1998
Bachelors, Economics
Daniel M. Holdt, Inc.-Retirement Planning Specialists April 1999 - Present
axa advisors 1999 - Present
heartland advisors 1998 - 1999
Education
Lycoming College 1994 — 1998
Bachelors, Economics
Matthew Ciliberti's AXA Advisors Experience November 2007 - March 2008
Job Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Intesa Sanpaolo June 2013 - June 2014
TD March 2011 - June 2013
Chatawa Management June 2008 - July 2009
AXA Advisors November 2007 - March 2008
UniTeller Financial Services Inc January 2007 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dow Jones Factiva, LexisNexis, Microsoft Power Point, Due Diligence, Financial Analysis, Financial Reporting, Investments, Investment Strategies, Fraud, AML, Factiva, KYC, Quality Assurance, PowerPoint, GIFTSWEB EDD, Lloyd's List..., eGifts, CaseTracker, WORLD-CHECK, Dun & Bradstreet
Education
Southern University 2004 — 2006
MS, Criminal Justice
Louisiana State University 2000 — 2004
BGS, General Studies
JPMorgan Chase June 2014 - Present
Intesa Sanpaolo June 2013 - June 2014
TD March 2011 - June 2013
Chatawa Management June 2008 - July 2009
AXA Advisors November 2007 - March 2008
UniTeller Financial Services Inc January 2007 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dow Jones Factiva, LexisNexis, Microsoft Power Point, Due Diligence, Financial Analysis, Financial Reporting, Investments, Investment Strategies, Fraud, AML, Factiva, KYC, Quality Assurance, PowerPoint, GIFTSWEB EDD, Lloyd's List..., eGifts, CaseTracker, WORLD-CHECK, Dun & Bradstreet
Education
Southern University 2004 — 2006
MS, Criminal Justice
Louisiana State University 2000 — 2004
BGS, General Studies
Kathy Chesley Kathy Chesley's AXA Advisors Experience 1987 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors 1987 - Present
Education
Marietta College 1982 — 1986
BA, Math, Economics
AXA Advisors 1987 - Present
Education
Marietta College 1982 — 1986
BA, Math, Economics
Blayze Hanson's AXA Advisors Experience January 2010 - May 2010
Job Compliance Associate at PIMCO
Industry Financial Services
Experience
PIMCO December 2014 - Present
PIMCO May 2013 - Present
Western Asset Management November 2010 - May 2013
Suits for a Fresh Start November 2003 - May 2013
AXA Advisors January 2010 - May 2010
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Investment Strategies, Statistics
Education
University of Southern California 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola Marymount University 2006 — 2010
Bachelor of Science, Applied Mathematics
Loyola High School 2002 — 2006
PIMCO December 2014 - Present
PIMCO May 2013 - Present
Western Asset Management November 2010 - May 2013
Suits for a Fresh Start November 2003 - May 2013
AXA Advisors January 2010 - May 2010
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Investment Strategies, Statistics
Education
University of Southern California 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola Marymount University 2006 — 2010
Bachelor of Science, Applied Mathematics
Loyola High School 2002 — 2006
Marc Posegay Marc Posegay's AXA Advisors Experience September 2008 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
AXA Advisors September 2008 - November 2009
Waddell & Reed Financial Services February 2009 - July 2009
Education
Penn State University
Economics
Lehigh University - College of Business and Economics
MBA- Finance
AXA Advisors September 2008 - November 2009
Waddell & Reed Financial Services February 2009 - July 2009
Education
Penn State University
Economics
Lehigh University - College of Business and Economics
MBA- Finance
Erin (Monaco) Giamundo Erin (Monaco) Giamundo's AXA Advisors Experience 2006 - 2007
Job Senior Finance Planner at PepsiCo
Industry Food & Beverages
Experience
PepsiCo June 2014 - Present
PepsiCo April 2012 - June 2014
PepsiCo 2009 - April 2012
PepsiCo 2008 - 2009
AXA Advisors 2006 - 2007
Skills
Business Objects, Web Intelligence, SAP EDI, Oracle SQL, Excel, PowerPoint, Access, Microsoft Excel, Analysis, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, SAP, Business Analysis, Budgets, Financial Planning
Education
Manhattan College
Bachelors of Science, Major: Finance Minor: Economics
PepsiCo June 2014 - Present
PepsiCo April 2012 - June 2014
PepsiCo 2009 - April 2012
PepsiCo 2008 - 2009
AXA Advisors 2006 - 2007
Skills
Business Objects, Web Intelligence, SAP EDI, Oracle SQL, Excel, PowerPoint, Access, Microsoft Excel, Analysis, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, SAP, Business Analysis, Budgets, Financial Planning
Education
Manhattan College
Bachelors of Science, Major: Finance Minor: Economics
Justin Victor, CFP®'s AXA Advisors Experience May 2005 - August 2008
Job Financial Advisor at HSC Wealth Advisors
Industry Financial Services
Experience
HSC Wealth Advisors August 2008 - Present
AXA Advisors May 2005 - August 2008
Skills
Financial Planning, Estate Tax Planning, Retirement Planning, Estate Planning, Asset Management, Insurance, Wealth Management, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Investment Advisory, High Net Worth..., Asset Allocation, Wealth Accumulation, IRAs, Investment Strategies, Wealth, Series 7, Financial Analysis, Retirement, Mutual Funds, Personal Financial..., Uniform Combined State..., 401k Rollovers, College Savings Plans, Investment Management, 529 Plans, Roth IRA, Saving for Education, Certified Financial..., Personal Finance
Education
University of Georgia - Terry College of Business 2010 — 2011
Executive Program for Financial Planning, Financial Planning
Liberty University 2001 — 2005
BS, Business
HSC Wealth Advisors August 2008 - Present
AXA Advisors May 2005 - August 2008
Skills
Financial Planning, Estate Tax Planning, Retirement Planning, Estate Planning, Asset Management, Insurance, Wealth Management, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Investment Advisory, High Net Worth..., Asset Allocation, Wealth Accumulation, IRAs, Investment Strategies, Wealth, Series 7, Financial Analysis, Retirement, Mutual Funds, Personal Financial..., Uniform Combined State..., 401k Rollovers, College Savings Plans, Investment Management, 529 Plans, Roth IRA, Saving for Education, Certified Financial..., Personal Finance
Education
University of Georgia - Terry College of Business 2010 — 2011
Executive Program for Financial Planning, Financial Planning
Liberty University 2001 — 2005
BS, Business
Noah Dreyfuss's AXA Advisors Experience September 2012 - June 2014
Job Director of Marketing at Prestige Home Solutions
Industry Financial Services
Experience
Prestige Home Solutions August 2015 - Present
Wells Fargo June 2014 - June 2015
AXA Advisors September 2012 - June 2014
American Home Renovations July 2009 - March 2012
Renue Systems December 2010 - August 2011
Skills
Strategic Financial..., Life Insurance, Personal Financial..., Long Term Care Insurance, Retirement Planning, Small Business..., Pension Funds, Business Strategy, Business Planning, Investment Advisory...
Education
Thomas Edison State College 2006 — 2012
B.S., Finance, Business Administration Pending
Ohr Somayach/Tannenbaum College 2006 — 2009
Rabbinical Ordination, Sociology/Judaic Studies
Lincoln Technical Institute-Union 2003 — 2005
Associate of Science (AS), Automotive Engineering Technology/Technician
Prestige Home Solutions August 2015 - Present
Wells Fargo June 2014 - June 2015
AXA Advisors September 2012 - June 2014
American Home Renovations July 2009 - March 2012
Renue Systems December 2010 - August 2011
Skills
Strategic Financial..., Life Insurance, Personal Financial..., Long Term Care Insurance, Retirement Planning, Small Business..., Pension Funds, Business Strategy, Business Planning, Investment Advisory...
Education
Thomas Edison State College 2006 — 2012
B.S., Finance, Business Administration Pending
Ohr Somayach/Tannenbaum College 2006 — 2009
Rabbinical Ordination, Sociology/Judaic Studies
Lincoln Technical Institute-Union 2003 — 2005
Associate of Science (AS), Automotive Engineering Technology/Technician
Linsey Odre's AXA Advisors Experience May 2009 - August 2009
Job Manager, Strategic Accounts and Client Success at TFC | a Leader in Outplacement Services and Career Coaching
Industry Professional Training & Coaching
Experience
The Five O'Clock Club November 2013 - Present
CURVExpo Inc. June 2012 - September 2013
CURVExpo Inc. May 2011 - August 2011
AXA Advisors May 2009 - August 2009
Skills
Marketing, Social Media, Event Planning, Sales, Social Networking, Fashion, Event Management, PowerPoint, Social Media Marketing, Public Relations, Advertising, Marketing Communications, CRM, Time Management, Trade Shows, Sales Process, Customer Service, Marketing Strategy, Long-term Customer..., Microsoft Publisher, Public Speaking
Education
Loyola University Maryland 2008 — 2012
B.A.
New Canaan High School 2004 — 2008
The Five O'Clock Club November 2013 - Present
CURVExpo Inc. June 2012 - September 2013
CURVExpo Inc. May 2011 - August 2011
AXA Advisors May 2009 - August 2009
Skills
Marketing, Social Media, Event Planning, Sales, Social Networking, Fashion, Event Management, PowerPoint, Social Media Marketing, Public Relations, Advertising, Marketing Communications, CRM, Time Management, Trade Shows, Sales Process, Customer Service, Marketing Strategy, Long-term Customer..., Microsoft Publisher, Public Speaking
Education
Loyola University Maryland 2008 — 2012
B.A.
New Canaan High School 2004 — 2008
Rebecca Rouse Rebecca Rouse's AXA Advisors Experience February 2007 - June 2007
Job Owner, "Head Coach" at KidStrong Motor Labs, LLC
Industry Facilities Services
Experience
KidStrong Motor Labs, LLC June 2014 - Present
Calvary Child Development Center August 2013 - Present
Park Inc September 2010 - February 2013
AXA Advisors February 2007 - June 2007
Edward JonesSt. Louis MO September 2002 - December 2002
LRS September 2001 - June 2002
Levi, Ray & Shoup, Inc March 2001 - June 2002
IBM August 1999 - October 2001
IBM August 1999 - March 2001
Skills
Sales, Marketing, Marketing Strategy, Email Marketing, Management, Trade Shows, Cold Calling, Customer Service, Negotiation, Budgets, Marketing Communications
Education
Louisiana State University 1997 — 1999
MBA, Marketing
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
KidStrong Motor Labs, LLC June 2014 - Present
Calvary Child Development Center August 2013 - Present
Park Inc September 2010 - February 2013
AXA Advisors February 2007 - June 2007
Edward JonesSt. Louis MO September 2002 - December 2002
LRS September 2001 - June 2002
Levi, Ray & Shoup, Inc March 2001 - June 2002
IBM August 1999 - October 2001
IBM August 1999 - March 2001
Skills
Sales, Marketing, Marketing Strategy, Email Marketing, Management, Trade Shows, Cold Calling, Customer Service, Negotiation, Budgets, Marketing Communications
Education
Louisiana State University 1997 — 1999
MBA, Marketing
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Katherine Stiel McCullough's AXA Advisors Experience November 2012 - Present
Job Recruiting and Marketing Coordinator at AXA Advisors
Industry Nonprofit Organization Management
Experience
AXA Advisors November 2012 - Present
St. Elizabeth Foundation June 2009 - November 2012
Vandebilt Catholic Highschool November 2007 - May 2009
White Oak Plantation May 2007 - October 2007
Audubon Productions April 2007 - August 2007
Skills
Recruiting, Public Speaking, Marketing, Microsoft Office, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Event Planning
Education
Louisiana State University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Psychology, and Sociology
AXA Advisors November 2012 - Present
St. Elizabeth Foundation June 2009 - November 2012
Vandebilt Catholic Highschool November 2007 - May 2009
White Oak Plantation May 2007 - October 2007
Audubon Productions April 2007 - August 2007
Skills
Recruiting, Public Speaking, Marketing, Microsoft Office, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Event Planning
Education
Louisiana State University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Psychology, and Sociology
Anton Dovgii Anton Dovgii's AXA Advisors Experience May 2012 - July 2012
Job Financial Analyst at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet May 2014 - Present
Tau Kappa Epsilon September 2011 - May 2013
University of Maryland September 2009 - May 2013
Tau Kappa Epsilon January 2012 - January 2013
AXA Advisors May 2012 - July 2012
Sellinger School of Business February 2011 - May 2011
LFT Entertainment September 2010 - May 2011
Skills
Analysis, Finance, Microsoft Word, Financial Analysis, Business Analysis, Microsoft Excel, Business Strategy, Sales, Financial Modeling, Product Management, Pricing Analysis, Financial Forecasting, Financial Planning, Strategic Planning, Retention Strategies
Education
University of Maryland, College 2011 — 2013
Loyola University Maryland 2009 — 2011
Accounting, Information Systems.
Loyola University Maryland
The Joseph A Sellinger
S.J. School; Bachelor of Business Administration, Business & Management; Accounting/Finance
The Robert H. Smith School of Business
Bachelor of Business Administration, Accounting/Finance
Watchung Hills
Dun and Bradstreet May 2014 - Present
Tau Kappa Epsilon September 2011 - May 2013
University of Maryland September 2009 - May 2013
Tau Kappa Epsilon January 2012 - January 2013
AXA Advisors May 2012 - July 2012
Sellinger School of Business February 2011 - May 2011
LFT Entertainment September 2010 - May 2011
Skills
Analysis, Finance, Microsoft Word, Financial Analysis, Business Analysis, Microsoft Excel, Business Strategy, Sales, Financial Modeling, Product Management, Pricing Analysis, Financial Forecasting, Financial Planning, Strategic Planning, Retention Strategies
Education
University of Maryland, College 2011 — 2013
Loyola University Maryland 2009 — 2011
Accounting, Information Systems.
Loyola University Maryland
The Joseph A Sellinger
S.J. School; Bachelor of Business Administration, Business & Management; Accounting/Finance
The Robert H. Smith School of Business
Bachelor of Business Administration, Accounting/Finance
Watchung Hills
Marc Kriegel Marc Kriegel's AXA Advisors Experience January 1989 - January 1998
Job at EuroChef USA
Industry Consumer Goods
Experience
EuroChef USA March 2011 - Present
CAM Services September 2009 - April 2011
AXA-Equitable January 1999 - March 2009
AXA Advisors January 1989 - January 1998
Skills
Vendor Management, Customer Service, Project Management, Process Improvement, Troubleshooting, Networking, Leadership, SDLC, Hardware, System Administration, Visio, Strategic Planning, Windows, Training, Telecommunications, Microsoft Word, Management, Team Building, IT Management, PowerPoint, Team Leadership, Requirements Analysis, Windows Server, Policy, IT Strategy
Education
LIU Post
M.S, Music / Education
Stony Brook University
B. A., Music
Suffolk County Community College 2010 — 2011
Health Information Technology
EuroChef USA March 2011 - Present
CAM Services September 2009 - April 2011
AXA-Equitable January 1999 - March 2009
AXA Advisors January 1989 - January 1998
Skills
Vendor Management, Customer Service, Project Management, Process Improvement, Troubleshooting, Networking, Leadership, SDLC, Hardware, System Administration, Visio, Strategic Planning, Windows, Training, Telecommunications, Microsoft Word, Management, Team Building, IT Management, PowerPoint, Team Leadership, Requirements Analysis, Windows Server, Policy, IT Strategy
Education
LIU Post
M.S, Music / Education
Stony Brook University
B. A., Music
Suffolk County Community College 2010 — 2011
Health Information Technology
Alyssa Zhelesnik Alyssa Zhelesnik's AXA Advisors Experience April 2015 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Vintage Estate Wine & Beer January 2012 - June 2014
AXA Advisors May 2013 - August 2013
Apollo Company June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Investments, Management, Risk Management, Project Management, Insurance, English
Education
Youngstown State University 2011 — 2014
Bachelor's Degree, Finance
Loyola University of Chicago 2007 — 2009
AXA Advisors April 2015 - Present
Vintage Estate Wine & Beer January 2012 - June 2014
AXA Advisors May 2013 - August 2013
Apollo Company June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Investments, Management, Risk Management, Project Management, Insurance, English
Education
Youngstown State University 2011 — 2014
Bachelor's Degree, Finance
Loyola University of Chicago 2007 — 2009
David Landon Jr David Landon Jr's AXA Advisors Experience July 2013 - November 2013
Job Relationship Banker, JP Morgan Chase Bank
Industry Retail
Experience
JP Morgan Chase Bank March 2014 - Present
Aquatic Enterprise, llc / Westport Aquarium August 2011 - June 2015
AXA Advisors July 2013 - November 2013
Skills
Event Planning, Social Media, Event Management, Customer Service, Social Media Marketing
Education
Manhattanville College 2012 — 2013
Master’s Degree, Sports managment
Southern New Hampshire University 2007 — 2010
BS, Business
JP Morgan Chase Bank March 2014 - Present
Aquatic Enterprise, llc / Westport Aquarium August 2011 - June 2015
AXA Advisors July 2013 - November 2013
Skills
Event Planning, Social Media, Event Management, Customer Service, Social Media Marketing
Education
Manhattanville College 2012 — 2013
Master’s Degree, Sports managment
Southern New Hampshire University 2007 — 2010
BS, Business
Arynton Hardy's AXA Advisors Experience January 2014 - December 2014
Job Analyst
Industry Financial Services
Experience
The Pacific Group 2015 - Present
AXA Advisors January 2014 - December 2014
Loyola Marymount University May 2013 - June 2014
Valley Torah High School November 2012 - July 2013
Taycor Financial May 2012 - August 2012
Education
Loyola Marymount University, College of Business Administration 2011 — 2015
Bachelor of Arts (B.A), Finance
The Pacific Group 2015 - Present
AXA Advisors January 2014 - December 2014
Loyola Marymount University May 2013 - June 2014
Valley Torah High School November 2012 - July 2013
Taycor Financial May 2012 - August 2012
Education
Loyola Marymount University, College of Business Administration 2011 — 2015
Bachelor of Arts (B.A), Finance
Irennemarie Perez's AXA Advisors Experience September 2005 - December 2005
Job HR Coordinator at Sage Hospitality
Industry Human Resources
Experience
Sage Hospitality February 2014 - Present
Provider Services Holdings Co. July 2013 - October 2013
Provider Services Holdings Co. May 2012 - June 2013
Provider Services Holdings Co. - Heather Hill Care Communities April 2011 - May 2012
Crown Lift Trucks March 2007 - March 2011
R.P. Brennan General Contractors & Construction Managers January 2005 - February 2007
AXA Advisors September 2005 - December 2005
Nyack College May 2005 - September 2005
Wright Bros. Real Estate September 2004 - May 2005
Southwest General Health Center May 2001 - August 2004
Skills
Recruiting, Human Resources, Payroll, Outlook, Employee Benefits, Administrative..., Benefits Administration, System Administration, Leadership, Customer Service, Time Management, Coaching, Management, Personnel Management, Microsoft Excel, Access, PowerPoint, Microsoft Word, Employee Training, Microsoft Office, Administrative...
Education
Liberty University 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management
Nyack College 2004 — 2007
Bachelor of Science, Business Administration; Organizational Management
Lorain County Community College 1997 — 1999
Some College Coursework, Travel & Tourism
Sage Hospitality February 2014 - Present
Provider Services Holdings Co. July 2013 - October 2013
Provider Services Holdings Co. May 2012 - June 2013
Provider Services Holdings Co. - Heather Hill Care Communities April 2011 - May 2012
Crown Lift Trucks March 2007 - March 2011
R.P. Brennan General Contractors & Construction Managers January 2005 - February 2007
AXA Advisors September 2005 - December 2005
Nyack College May 2005 - September 2005
Wright Bros. Real Estate September 2004 - May 2005
Southwest General Health Center May 2001 - August 2004
Skills
Recruiting, Human Resources, Payroll, Outlook, Employee Benefits, Administrative..., Benefits Administration, System Administration, Leadership, Customer Service, Time Management, Coaching, Management, Personnel Management, Microsoft Excel, Access, PowerPoint, Microsoft Word, Employee Training, Microsoft Office, Administrative...
Education
Liberty University 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management
Nyack College 2004 — 2007
Bachelor of Science, Business Administration; Organizational Management
Lorain County Community College 1997 — 1999
Some College Coursework, Travel & Tourism
Corey Heller's AXA Advisors Experience August 2004 - December 2008
Job President of Employee Benefits
Industry Insurance
Experience
Lamb Financial Group January 2009 - Present
AXA Advisors August 2004 - December 2008
Skills
Employee Benefits, Insurance, Human Resources, Sales, Disability Insurance
Education
Lehigh University - College of Business and Economics 2000 — 2004
Finance
Lamb Financial Group January 2009 - Present
AXA Advisors August 2004 - December 2008
Skills
Employee Benefits, Insurance, Human Resources, Sales, Disability Insurance
Education
Lehigh University - College of Business and Economics 2000 — 2004
Finance
John Ilacqua John Ilacqua's AXA Advisors Experience August 2012 - February 2013
Job Director of Publisher Strategy at Jun Group
Industry Internet
Experience
Jun Group March 2015 - Present
Jun Group August 2014 - February 2015
CBS Interactive February 2013 - August 2014
AXA Advisors August 2012 - February 2013
McNicoll, Lewis & Vlak, LLC 2010 - 2011
Visions Magazine September 2007 - December 2010
Harmony Expositions Inc. June 2009 - August 2010
Monness, Crespi, Hardt & Co., Inc. May 2007 - August 2007
Skills
Research, Data Analysis, Excel, Analysis, Modeling, Microsoft Office, Valuation, Bloomberg, Financial Analysis, Business Analysis, Writing, Problem Solving, Public Speaking, Market Research, Digital Media, Account Management, Sales, Digital Marketing
Education
University at Buffalo
Mechanical & Aerospace Engineering, Alternative Energy Systems & Advanced Material Technology
Cicero-North Syracuse High School
Manhattan College 2010 — 2011
Graduate Studies, Mechanical Engineering
Jun Group March 2015 - Present
Jun Group August 2014 - February 2015
CBS Interactive February 2013 - August 2014
AXA Advisors August 2012 - February 2013
McNicoll, Lewis & Vlak, LLC 2010 - 2011
Visions Magazine September 2007 - December 2010
Harmony Expositions Inc. June 2009 - August 2010
Monness, Crespi, Hardt & Co., Inc. May 2007 - August 2007
Skills
Research, Data Analysis, Excel, Analysis, Modeling, Microsoft Office, Valuation, Bloomberg, Financial Analysis, Business Analysis, Writing, Problem Solving, Public Speaking, Market Research, Digital Media, Account Management, Sales, Digital Marketing
Education
University at Buffalo
Mechanical & Aerospace Engineering, Alternative Energy Systems & Advanced Material Technology
Cicero-North Syracuse High School
Manhattan College 2010 — 2011
Graduate Studies, Mechanical Engineering
Michael Bunting Michael Bunting's AXA Advisors Experience June 2011 - August 2011
Job Director, Strategy & Finance at Kindred House Calls
Industry Hospital & Health Care
Experience
Kindred Healthcare September 2015 - Present
Kindred Healthcare February 2014 - Present
Kindred Healthcare September 2013 - February 2014
Kindred Healthcare October 2012 - November 2013
Harbor Capital Advisors August 2012 - October 2012
AXA Advisors June 2011 - August 2011
CBS Radio June 2010 - September 2010
Education
Loyola University of Chicago 2008 — 2012
Bachelors of Business Administration
Kindred Healthcare September 2015 - Present
Kindred Healthcare February 2014 - Present
Kindred Healthcare September 2013 - February 2014
Kindred Healthcare October 2012 - November 2013
Harbor Capital Advisors August 2012 - October 2012
AXA Advisors June 2011 - August 2011
CBS Radio June 2010 - September 2010
Education
Loyola University of Chicago 2008 — 2012
Bachelors of Business Administration
Lia Avanessian's AXA Advisors Experience September 2015 - Present
Job Administrative Assistant at AXA Advisors
Industry Banking
Experience
AXA Advisors September 2015 - Present
AXA Advisors June 2015 - August 2015
Chase Bank December 2012 - January 2014
Foot Locker August 2010 - December 2012
Skills
Banking, Sales, Customer Service, Financial Analysis, Credit, PowerPoint, Time Management, Retail, Customer Satisfaction, Microsoft Excel, Management, Cash Management, Loans, Marketing Management, Team-oriented, Self-driven, Corporate Finance, Human Resources, Customer Experience, Teamwork, Self-confidence, Investment Banking, Private Banking, Data Entry, Microsoft Outlook, Salesforce.com..., Event Planning, Social Media Marketing, Microsoft Office, Public Speaking, Leadership
Education
University of Southern California 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Senior
Los Angeles Pierce College 2010 — 2013
Associate of Science (A.S.), Business Administration and Management, General
AXA Advisors September 2015 - Present
AXA Advisors June 2015 - August 2015
Chase Bank December 2012 - January 2014
Foot Locker August 2010 - December 2012
Skills
Banking, Sales, Customer Service, Financial Analysis, Credit, PowerPoint, Time Management, Retail, Customer Satisfaction, Microsoft Excel, Management, Cash Management, Loans, Marketing Management, Team-oriented, Self-driven, Corporate Finance, Human Resources, Customer Experience, Teamwork, Self-confidence, Investment Banking, Private Banking, Data Entry, Microsoft Outlook, Salesforce.com..., Event Planning, Social Media Marketing, Microsoft Office, Public Speaking, Leadership
Education
University of Southern California 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Senior
Los Angeles Pierce College 2010 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Sean Dullaghan Sean Dullaghan's AXA Advisors Experience December 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Etch Marketing & Design May 2013 - June 2014
Ameriprise Financial Services, Inc. September 2013 - May 2014
Finish Line 2014 - 2014
TennisEurope May 2013 - August 2013
Beverly Hills Tennis January 2006 - August 2012
Beverly Hills Tennis 2006 - 2012
Beverly Hills Tennis May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, English, QuickBooks, Payroll, Team Leadership, Spanish, Management, Marketing, Coaching, Sales, French, Accounting, Social Media, Public Speaking, Customer Service
Education
McPherson College 2012 — 2014
Bachelor's degree, Accounting and Finance, Marketing
Los Angeles Pierce College 2010 — 2012
Associate's degree
LILA 1995 — 2012
International Baccalaureate Diploma
AXA Advisors December 2014 - Present
Etch Marketing & Design May 2013 - June 2014
Ameriprise Financial Services, Inc. September 2013 - May 2014
Finish Line 2014 - 2014
TennisEurope May 2013 - August 2013
Beverly Hills Tennis January 2006 - August 2012
Beverly Hills Tennis 2006 - 2012
Beverly Hills Tennis May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, English, QuickBooks, Payroll, Team Leadership, Spanish, Management, Marketing, Coaching, Sales, French, Accounting, Social Media, Public Speaking, Customer Service
Education
McPherson College 2012 — 2014
Bachelor's degree, Accounting and Finance, Marketing
Los Angeles Pierce College 2010 — 2012
Associate's degree
LILA 1995 — 2012
International Baccalaureate Diploma
Joanna Grabala Joanna Grabala's AXA Advisors Experience May 2012 - Present
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Riverside Golf Club June 2009 - Present
Skills
Retirement Planning, Financial Needs Analysis, Customer Service, Team Building
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Nazareth Academy 2004 — 2008
AXA Advisors May 2012 - Present
Riverside Golf Club June 2009 - Present
Skills
Retirement Planning, Financial Needs Analysis, Customer Service, Team Building
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Nazareth Academy 2004 — 2008
Alexander Flecker Alexander Flecker's AXA Advisors Experience July 2015 - Present
Job Financial Professional
Industry Higher Education
Experience
AXA Advisors July 2015 - Present
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Social Media, Microsoft Word, Research, Social Networking, Teamwork, Management, Project Management, International Economics, Time Management, Marketing, Team Leadership, Strategic Planning, Budgeting, Event Planning, Financial Planning
Education
State University of New York College at Cortland 2013 — 2015
Bachelor of Science (BS), Business/Managerial Economics
Manhattan College 2011 — 2013
Business/Managerial Economics, 3.25
Carle Place MSHS 2007 — 2011
Advanced Regents Diploma
AXA Advisors July 2015 - Present
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Social Media, Microsoft Word, Research, Social Networking, Teamwork, Management, Project Management, International Economics, Time Management, Marketing, Team Leadership, Strategic Planning, Budgeting, Event Planning, Financial Planning
Education
State University of New York College at Cortland 2013 — 2015
Bachelor of Science (BS), Business/Managerial Economics
Manhattan College 2011 — 2013
Business/Managerial Economics, 3.25
Carle Place MSHS 2007 — 2011
Advanced Regents Diploma
Michael Glazer's AXA Advisors Experience 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Vincent Piazza Jr. and Sons Seafood Inc. 2012 - 2015
ASI Signage Innovations 2005 - 2012
Skills
Estate Planning, Financial needs analysis, Business, Employee benefits..., Succession Planning
Education
Louisiana State University 2000 — 2004
Bachelor's Degree, Agricultural Economics
AXA Advisors 2015 - Present
Vincent Piazza Jr. and Sons Seafood Inc. 2012 - 2015
ASI Signage Innovations 2005 - 2012
Skills
Estate Planning, Financial needs analysis, Business, Employee benefits..., Succession Planning
Education
Louisiana State University 2000 — 2004
Bachelor's Degree, Agricultural Economics
Jim Biggar Jim Biggar's AXA Advisors Experience October 1989 - September 1991
Job President, Summit Insurance
Industry Financial Services
Experience
Summit Insurance - Maryland July 1991 - Present
Summit Financial - Maryland July 1991 - Present
AXA Advisors October 1989 - September 1991
Equitable Bank June 1986 - November 1989
Skills
Health Insurance, Employee Benefits, Health Care Reform, Insurance, Disability Insurance, Strategic Financial..., 401k, Life Insurance, Finance, Investments, Underwriting, Retirement Planning, Health Savings Accounts, Workers Compensation, Property & Casualty..., Business Consulting, Wellness Programs, Executive Pay, Pensions
Education
Loyola College in Maryland 1984 — 1986
Master's Degree, Business and Finance
McDaniel College 1979 — 1983
Bachelor's Degree, Economics
Horace Greeley HS 1976 — 1979
Summit Insurance - Maryland July 1991 - Present
Summit Financial - Maryland July 1991 - Present
AXA Advisors October 1989 - September 1991
Equitable Bank June 1986 - November 1989
Skills
Health Insurance, Employee Benefits, Health Care Reform, Insurance, Disability Insurance, Strategic Financial..., 401k, Life Insurance, Finance, Investments, Underwriting, Retirement Planning, Health Savings Accounts, Workers Compensation, Property & Casualty..., Business Consulting, Wellness Programs, Executive Pay, Pensions
Education
Loyola College in Maryland 1984 — 1986
Master's Degree, Business and Finance
McDaniel College 1979 — 1983
Bachelor's Degree, Economics
Horace Greeley HS 1976 — 1979
Damian Dudek Damian Dudek's AXA Advisors Experience February 2015 - September 2015
Job Accounting Undergraduate Student
Industry Accounting
Experience
JCPenney August 2015 - Present
AXA Advisors February 2015 - September 2015
Subway August 2014 - May 2015
LIU Post December 2012 - September 2013
Vitamin World June 2011 - September 2012
Fosters Grille Of Old Town Ma May 2009 - June 2011
Skills
Microsoft Office, POS, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Time Management, Teamwork, Data Entry
Education
LIU Post 2012 — 2015
Bachelor of Science (B.S.), Accounting, business comprehensive minor, 3.3 GPA
Suffolk County Community College 2010 — 2012
Associate of Arts (A.A.), General Studies, 3.5 GPA
JCPenney August 2015 - Present
AXA Advisors February 2015 - September 2015
Subway August 2014 - May 2015
LIU Post December 2012 - September 2013
Vitamin World June 2011 - September 2012
Fosters Grille Of Old Town Ma May 2009 - June 2011
Skills
Microsoft Office, POS, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Time Management, Teamwork, Data Entry
Education
LIU Post 2012 — 2015
Bachelor of Science (B.S.), Accounting, business comprehensive minor, 3.3 GPA
Suffolk County Community College 2010 — 2012
Associate of Arts (A.A.), General Studies, 3.5 GPA
Cheri Miller Cheri Miller's AXA Advisors Experience June 2015 - Present
Job Axa Advisors District Assistant
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Canon Business Process Services, Inc. August 2014 - May 2015
Ricoh Americas Corporation August 2012 - August 2014
Children’s Medical Group August 2011 - August 2012
Fletcher Allen Hospital March 2010 - August 2011
Hall Nissan March 2009 - July 2009
Gordon’s Jewelers November 2008 - March 2009
Skills
Sales, Medical Terminology, Healthcare, Sales Operations, Customer Service, New Business Development, Sales Management, Salesforce.com, Sales Process, Marketing
Education
Lyndon State College 2006 — 2008
Associate's degree, Business Administration
AXA Advisors June 2015 - Present
Canon Business Process Services, Inc. August 2014 - May 2015
Ricoh Americas Corporation August 2012 - August 2014
Children’s Medical Group August 2011 - August 2012
Fletcher Allen Hospital March 2010 - August 2011
Hall Nissan March 2009 - July 2009
Gordon’s Jewelers November 2008 - March 2009
Skills
Sales, Medical Terminology, Healthcare, Sales Operations, Customer Service, New Business Development, Sales Management, Salesforce.com, Sales Process, Marketing
Education
Lyndon State College 2006 — 2008
Associate's degree, Business Administration
Jonathan Spilky Jonathan Spilky's AXA Advisors Experience July 2013 - August 2013
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Queens College Economics and Business Club March 2014 - May 2015
Superior Digital Displays May 2014 - August 2014
Stephen Wise Free Synagogue February 2013 - July 2014
Rosenzweig Financial Services August 2013 - August 2013
AXA Advisors July 2013 - August 2013
Lions Deal Restaurant Supply June 2012 - August 2012
92nd Street Y June 2011 - August 2011
B.I.G. Jewelry August 2010 - August 2010
Skills
Microsoft Word, Microsoft Publisher, Modern Hebrew, French, Social Media, Microsoft Excel, Organizational..., SEO, Management, Customer Service, Social Networking, Teamwork, Public Speaking, PowerPoint, Microsoft Office
Education
Macaulay Honors College at The City University of New York 2012 — 2016
Bachelor's Degree
Queens College 2012 — 2016
Bachelor's Degree, Mathematics, Economics & Corporate Finance, Junior
Ramaz School 2007 — 2011
High School Diploma
J.P. Morgan June 2015 - Present
Queens College Economics and Business Club March 2014 - May 2015
Superior Digital Displays May 2014 - August 2014
Stephen Wise Free Synagogue February 2013 - July 2014
Rosenzweig Financial Services August 2013 - August 2013
AXA Advisors July 2013 - August 2013
Lions Deal Restaurant Supply June 2012 - August 2012
92nd Street Y June 2011 - August 2011
B.I.G. Jewelry August 2010 - August 2010
Skills
Microsoft Word, Microsoft Publisher, Modern Hebrew, French, Social Media, Microsoft Excel, Organizational..., SEO, Management, Customer Service, Social Networking, Teamwork, Public Speaking, PowerPoint, Microsoft Office
Education
Macaulay Honors College at The City University of New York 2012 — 2016
Bachelor's Degree
Queens College 2012 — 2016
Bachelor's Degree, Mathematics, Economics & Corporate Finance, Junior
Ramaz School 2007 — 2011
High School Diploma
Harold Dédé, III's AXA Advisors Experience August 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
New York Life Insurance Company January 2015 - August 2015
Bank of America June 2014 - January 2015
LiveOps February 2011 - June 2014
West at Home March 2011 - January 2012
St. Mary's Catholic Center November 2010 - February 2011
Covenant House November 2009 - August 2010
Hollister Co. July 2009 - November 2009
Skills
Adobe Acrobat, Bloomberg Software, Microsoft Office, Strategic Partnerships, Microsoft Windows, NetExchange Pro, Trumpet, Vocal, Employee Benefits, Human Resources, Windows, Call Centers, Access, Insurance, Data Entry, Customer Service, Program Management, Management, Community Outreach, Sales, Team Building, Leadership, Public Speaking
Education
University of St. Thomas 2010 — 2013
Master of Divinity (MDiv)
University of New Orleans 2003 — 2005
Master of Business Administration (MBA), Finance, General
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), International Business
Ridgewood Preparatory School 1996 — 1999
Diploma
AXA Advisors August 2015 - Present
New York Life Insurance Company January 2015 - August 2015
Bank of America June 2014 - January 2015
LiveOps February 2011 - June 2014
West at Home March 2011 - January 2012
St. Mary's Catholic Center November 2010 - February 2011
Covenant House November 2009 - August 2010
Hollister Co. July 2009 - November 2009
Skills
Adobe Acrobat, Bloomberg Software, Microsoft Office, Strategic Partnerships, Microsoft Windows, NetExchange Pro, Trumpet, Vocal, Employee Benefits, Human Resources, Windows, Call Centers, Access, Insurance, Data Entry, Customer Service, Program Management, Management, Community Outreach, Sales, Team Building, Leadership, Public Speaking
Education
University of St. Thomas 2010 — 2013
Master of Divinity (MDiv)
University of New Orleans 2003 — 2005
Master of Business Administration (MBA), Finance, General
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), International Business
Ridgewood Preparatory School 1996 — 1999
Diploma
Karen Santana's AXA Advisors Experience May 2010 - September 2010
Job
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
BNY Mellon 2012 - 2015
UBS Wealth Management August 2011 - December 2011
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations
Education
St. Joseph's College 2012 — 2015
Master of Business Administration (MBA), Finance, General
LIU Post
Bachelor's Degree, Finance, General
J.P. Morgan March 2015 - Present
BNY Mellon 2012 - 2015
UBS Wealth Management August 2011 - December 2011
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations
Education
St. Joseph's College 2012 — 2015
Master of Business Administration (MBA), Finance, General
LIU Post
Bachelor's Degree, Finance, General
Rasheedah El-Amin, MBA's AXA Advisors Experience January 2015 - Present
Job Financial Consultant at AXA Advisors | Assisting Individuals and Businesses Secure Their Financial Future
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors July 2012 - Present
RAYMOND JAMES & ASSOCIATES September 2008 - June 2011
VALIC October 2007 - September 2008
SIGMA FINANCIAL CORPORATION October 1999 - October 2007
Education
Wayne State University
Master of Business Administration, Leadership and Organizational Behavior
Madonna University
Bachelor of Science, Business Administration
AXA Advisors January 2015 - Present
AXA Advisors July 2012 - Present
RAYMOND JAMES & ASSOCIATES September 2008 - June 2011
VALIC October 2007 - September 2008
SIGMA FINANCIAL CORPORATION October 1999 - October 2007
Education
Wayne State University
Master of Business Administration, Leadership and Organizational Behavior
Madonna University
Bachelor of Science, Business Administration
Jared Yutronich Jared Yutronich's AXA Advisors Experience September 2012 - July 2013
Job Realtor at Remax Estate Properties
Industry Real Estate
Experience
Remax Estate Properties August 2013 - Present
AXA Advisors September 2012 - July 2013
REMAX Palos Verdes / Execs January 2009 - May 2012
Skills
Short Sales, Buyer Representation, Listings, New Home Sales, Single Family Homes, Sellers, REO, Foreclosures, Condos, First Time Home Buyers, Townhomes, Relocation, SFR, ABR, Move Up Buyers
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Remax Estate Properties August 2013 - Present
AXA Advisors September 2012 - July 2013
REMAX Palos Verdes / Execs January 2009 - May 2012
Skills
Short Sales, Buyer Representation, Listings, New Home Sales, Single Family Homes, Sellers, REO, Foreclosures, Condos, First Time Home Buyers, Townhomes, Relocation, SFR, ABR, Move Up Buyers
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Brian Meltzer Brian Meltzer's AXA Advisors Experience May 2001 - March 2003
Job Director Business Development
Industry Legal Services
Experience
Premier Corporate Services LLC July 2015 - Present
The Benchmark Company August 2009 - July 2015
Trade Manage Capital March 2003 - August 2009
AXA Advisors May 2001 - March 2003
Sands Brothers 1997 - 2001
Skills
Sales Management, Sales Operations, Legal Support Services, Business Formation
Education
Long Island University, Southampton Campus
Bachelor of Science (BS), Sociology
The George Washington University
Psychology
Premier Corporate Services LLC July 2015 - Present
The Benchmark Company August 2009 - July 2015
Trade Manage Capital March 2003 - August 2009
AXA Advisors May 2001 - March 2003
Sands Brothers 1997 - 2001
Skills
Sales Management, Sales Operations, Legal Support Services, Business Formation
Education
Long Island University, Southampton Campus
Bachelor of Science (BS), Sociology
The George Washington University
Psychology
Natalie Meengs Natalie Meengs's AXA Advisors Experience September 2013 - July 2014
Job Masters in Clinical Mental Health Counseling Student
Industry Marketing and Advertising
Experience
Free People October 2012 - Present
AXA Advisors September 2013 - July 2014
Sno Beach Austin February 2009 - July 2014
3Seventy January 2013 - May 2013
Skills
Illustrator, Copywriting, Creative Writer, Advertising, Interactive Advertising, Storytelling, Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Market Research, Press Releases, Facebook, Creative Direction
Education
Lipscomb University 2014 — 2016
Master of Science (M.S.), Clinical Mental Health Counseling
The University of Texas at Austin 2009 — 2013
Bachelor's degree, Advertising
Free People October 2012 - Present
AXA Advisors September 2013 - July 2014
Sno Beach Austin February 2009 - July 2014
3Seventy January 2013 - May 2013
Skills
Illustrator, Copywriting, Creative Writer, Advertising, Interactive Advertising, Storytelling, Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Market Research, Press Releases, Facebook, Creative Direction
Education
Lipscomb University 2014 — 2016
Master of Science (M.S.), Clinical Mental Health Counseling
The University of Texas at Austin 2009 — 2013
Bachelor's degree, Advertising
Ty Souders Ty Souders's AXA Advisors Experience September 2014 - Present
Job Investment Analyst
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Solebury Capital Group May 2013 - August 2013
Souders Construction June 2010 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Modeling, Teamwork
Education
Lehigh University 2010 — 2014
Bachelor's degree, Finance, General
AXA Advisors September 2014 - Present
Solebury Capital Group May 2013 - August 2013
Souders Construction June 2010 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Modeling, Teamwork
Education
Lehigh University 2010 — 2014
Bachelor's degree, Finance, General
Brian Philip Brian Philip's AXA Advisors Experience June 2009 - August 2009
Job Institutional Account Management at Dealogic
Industry Financial Services
Experience
Dealogic April 2014 - Present
FactSet June 2011 - April 2014
Hollis Gardens Realty March 2010 - June 2011
AXA Advisors June 2009 - August 2009
Skills
Finance, Financial Modeling, Microsoft Excel, Teamwork, Analysis, Marketing, Financial Markets, Equities, Financial Analysis, Accounts Payable, Accounts Receivable, P&L, Accounting, QuickBooks, Equity Research, Bloomberg, Payroll, Hedge Funds, Data Analysis, Investments, Valuation, FactSet, Income Statement..., Relationship Management, Account Management, Business Relationship..., Business Analysis
Education
LIU Brooklyn 2007 — 2010
B.S, Finance, Marketing
Dealogic April 2014 - Present
FactSet June 2011 - April 2014
Hollis Gardens Realty March 2010 - June 2011
AXA Advisors June 2009 - August 2009
Skills
Finance, Financial Modeling, Microsoft Excel, Teamwork, Analysis, Marketing, Financial Markets, Equities, Financial Analysis, Accounts Payable, Accounts Receivable, P&L, Accounting, QuickBooks, Equity Research, Bloomberg, Payroll, Hedge Funds, Data Analysis, Investments, Valuation, FactSet, Income Statement..., Relationship Management, Account Management, Business Relationship..., Business Analysis
Education
LIU Brooklyn 2007 — 2010
B.S, Finance, Marketing
Stephanie Chapluk Stephanie Chapluk's AXA Advisors Experience January 2010 - August 2010
Job Marketing Manager at Open Road Films
Industry Entertainment
Experience
Open Road Films October 2014 - Present
Open Road Films October 2013 - November 2014
Lionsgate December 2012 - October 2013
Lionsgate Entertainment August 2010 - December 2012
AXA Advisors January 2010 - August 2010
Skills
Media, Marketing, Market Research, Theatrical Marketing, Finance, Accounting, Entertainment Industry, Facebook, Social Networking, Microsoft Excel, Contractual Agreements, SAP R/3, SAP BW, SAP, Entertainment, Blogging, Film Finance, Research, General Ledger, Auditing, Financial Modeling, Strategic Financial..., Budgets, Administrative..., Financial Analysis, Access, Outlook, Financial Statements, FileMaker, Analysis
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General; Business Management
Canyon High School
Open Road Films October 2014 - Present
Open Road Films October 2013 - November 2014
Lionsgate December 2012 - October 2013
Lionsgate Entertainment August 2010 - December 2012
AXA Advisors January 2010 - August 2010
Skills
Media, Marketing, Market Research, Theatrical Marketing, Finance, Accounting, Entertainment Industry, Facebook, Social Networking, Microsoft Excel, Contractual Agreements, SAP R/3, SAP BW, SAP, Entertainment, Blogging, Film Finance, Research, General Ledger, Auditing, Financial Modeling, Strategic Financial..., Budgets, Administrative..., Financial Analysis, Access, Outlook, Financial Statements, FileMaker, Analysis
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General; Business Management
Canyon High School
Stephen Russo II Stephen Russo II's AXA Advisors Experience June 2010 - September 2010
Job Sales Execution Advisor at IBM
Industry Financial Services
Experience
IBM October 2012 - Present
RRC Price, CPA's October 2013 - September 2014
JPMorgan Chase September 2011 - October 2012
AXA Advisors June 2010 - September 2010
Gilford Securities June 2008 - March 2010
Skills
Securities, Back Office, Accounting, Bonds, Research, Mutual Funds, Equities, Microsoft Excel, Financial Analysis, Trading, Customer Service, Analysis, Financial Modeling, Leadership, Public Speaking, Sales, Employee Benefits, Bloomberg, Marketing, Portfolio Management, Access, Capital Markets, Data Analysis, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investments, Microsoft Office, PowerPoint, Risk Management, Banking
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Finance and Economics
Nanuet High School
IBM October 2012 - Present
RRC Price, CPA's October 2013 - September 2014
JPMorgan Chase September 2011 - October 2012
AXA Advisors June 2010 - September 2010
Gilford Securities June 2008 - March 2010
Skills
Securities, Back Office, Accounting, Bonds, Research, Mutual Funds, Equities, Microsoft Excel, Financial Analysis, Trading, Customer Service, Analysis, Financial Modeling, Leadership, Public Speaking, Sales, Employee Benefits, Bloomberg, Marketing, Portfolio Management, Access, Capital Markets, Data Analysis, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investments, Microsoft Office, PowerPoint, Risk Management, Banking
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Finance and Economics
Nanuet High School
Ji Ae (Sophie) Lim Ji Ae (Sophie) Lim's AXA Advisors Experience December 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2012 - Present
Anthropologie August 2010 - October 2011
Anthropologie May 2007 - August 2010
Alexander Eddy Insurance and Financial Services 2008 - 2009
Banana Republic November 2005 - June 2006
UC Irvine September 2005 - June 2006
Skills
Microsoft Office, InDesign, Photoshop, Revit, AutoCAD, SketchUp, Merchandising
Education
University of California, Irvine
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Los Angeles City College
Certification, Architecture and Interior Design
AXA Advisors December 2012 - Present
Anthropologie August 2010 - October 2011
Anthropologie May 2007 - August 2010
Alexander Eddy Insurance and Financial Services 2008 - 2009
Banana Republic November 2005 - June 2006
UC Irvine September 2005 - June 2006
Skills
Microsoft Office, InDesign, Photoshop, Revit, AutoCAD, SketchUp, Merchandising
Education
University of California, Irvine
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Los Angeles City College
Certification, Architecture and Interior Design
Vincent Giarraputo's AXA Advisors Experience October 1995 - July 2001
Job Territory Manager at Nobel Biocare
Industry Medical Devices
Experience
Nobel Biocare January 2013 - Present
Nobel Biocare November 2006 - December 2012
Straumann November 2004 - November 2006
Sanofi November 2003 - November 2004
CollaGenex Pharmaceuticals July 2001 - November 2003
AXA Advisors October 1995 - July 2001
Clinical Laboratory Technologist August 1994 - July 1995
Skills
Medical Devices, Surgery, Capital Equipment, New Business Development, Customer Service, Customer Retention, Case Managment, Sales Operations, Market Development, Operating Room, Hospitals, Sales, Product Launch, Surgical Instruments, Sales Management, Disposables, Healthcare, Sales Force Development, Urology
Education
LIU Post 1990 — 1994
BS, Medical Biology/ Pathology
Nobel Biocare January 2013 - Present
Nobel Biocare November 2006 - December 2012
Straumann November 2004 - November 2006
Sanofi November 2003 - November 2004
CollaGenex Pharmaceuticals July 2001 - November 2003
AXA Advisors October 1995 - July 2001
Clinical Laboratory Technologist August 1994 - July 1995
Skills
Medical Devices, Surgery, Capital Equipment, New Business Development, Customer Service, Customer Retention, Case Managment, Sales Operations, Market Development, Operating Room, Hospitals, Sales, Product Launch, Surgical Instruments, Sales Management, Disposables, Healthcare, Sales Force Development, Urology
Education
LIU Post 1990 — 1994
BS, Medical Biology/ Pathology
William Parker William Parker's AXA Advisors Experience 2007 - Present
Job Financial Professional at AXA Advisors and Partner at George Financial
Industry Financial Services
Experience
AXA Advisors 2007 - Present
George Financial 2010 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments Strategies, Life Insurance Services, 401k Planning, IRAs Strategies, Mutual Funds Strategies
Education
Lipscomb University 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics
AXA Advisors 2007 - Present
George Financial 2010 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments Strategies, Life Insurance Services, 401k Planning, IRAs Strategies, Mutual Funds Strategies
Education
Lipscomb University 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics
Blake Pennington Blake Pennington's AXA Advisors Experience May 2009 - August 2009
Job Director of Client Solutions at Profit Velocity Solutions
Industry Computer Software
Experience
Profit Velocity Solutions November 2013 - Present
Profit Velocity Solutions November 2012 - Present
Celerity Consulting Group November 2010 - October 2012
APPLE FamilyWorks February 2011 - September 2011
Marcus & Millichap May 2010 - October 2010
Loyola Marymount University 2008 - 2010
AXA Advisors May 2009 - August 2009
Cabo Spring Break dot-com November 2007 - March 2009
Discovery Communications September 2008 - December 2008
Cyber Gaming Network October 2008 - October 2008
Skills
Process Development, Process Management, Systems Analysis, Legal Compliance, Process Engineering, EDMS, Client Relationship..., Enterprise Compliance..., ACT, Filemaker Pro, Business Plan Evaluation, Business Design, Design Thinking, Document Management, Geographic Information..., Merlin, Microsoft Products..., PowerPoint, Microsoft Word, CRM, FileMaker, GIS, Process Simulation, Entrepreneurship, Recruiting, Business Planning, Project Management, Project Planning, Management Consulting, Marketing, Data Analysis, Litigation Support, Business Development, Management, Analysis
Education
Loyola Marymount University, College of Business Administration 2006 — 2010
BBA, Entrepreneurship w/ Philosophy Minor
The Branson School 2002 — 2006
Adaline E. Kent Middlie School
Bacich Elementary
Profit Velocity Solutions November 2013 - Present
Profit Velocity Solutions November 2012 - Present
Celerity Consulting Group November 2010 - October 2012
APPLE FamilyWorks February 2011 - September 2011
Marcus & Millichap May 2010 - October 2010
Loyola Marymount University 2008 - 2010
AXA Advisors May 2009 - August 2009
Cabo Spring Break dot-com November 2007 - March 2009
Discovery Communications September 2008 - December 2008
Cyber Gaming Network October 2008 - October 2008
Skills
Process Development, Process Management, Systems Analysis, Legal Compliance, Process Engineering, EDMS, Client Relationship..., Enterprise Compliance..., ACT, Filemaker Pro, Business Plan Evaluation, Business Design, Design Thinking, Document Management, Geographic Information..., Merlin, Microsoft Products..., PowerPoint, Microsoft Word, CRM, FileMaker, GIS, Process Simulation, Entrepreneurship, Recruiting, Business Planning, Project Management, Project Planning, Management Consulting, Marketing, Data Analysis, Litigation Support, Business Development, Management, Analysis
Education
Loyola Marymount University, College of Business Administration 2006 — 2010
BBA, Entrepreneurship w/ Philosophy Minor
The Branson School 2002 — 2006
Adaline E. Kent Middlie School
Bacich Elementary
Chris Sheehy Chris Sheehy's AXA Advisors Experience May 2013 - August 2013
Job Loyola Marymount University
Industry Financial Services
Experience
ARC Document Solutions October 2014 - Present
Loyola Marymount University September 2011 - May 2014
FEARnet September 2013 - April 2014
AXA Advisors May 2013 - August 2013
Oak Grove Swim Club May 2012 - August 2012
Skills
Microsoft Office, Sports Medicine Training, Cpr Certified, Familiarity with German, Familiarity with Spanish, Management, Analysis
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
ARC Document Solutions October 2014 - Present
Loyola Marymount University September 2011 - May 2014
FEARnet September 2013 - April 2014
AXA Advisors May 2013 - August 2013
Oak Grove Swim Club May 2012 - August 2012
Skills
Microsoft Office, Sports Medicine Training, Cpr Certified, Familiarity with German, Familiarity with Spanish, Management, Analysis
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jeff Benfield Jeff Benfield's AXA Advisors Experience June 2007 - May 2009
Job Strategic Solutions Manager at SEI
Industry Financial Services
Experience
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
Dorothy Richardson - FCWP's AXA Advisors Experience August 2007 - August 2009
Job Training and Development Facilitator • Florida Certified Workforce Professional • Resume Writer • Career Coach
Industry Professional Training & Coaching
Experience
CareerSource Broward July 2011 - Present
CareerSource Broward (WorkForce One) December 2010 - July 2011
AXA Advisors August 2007 - August 2009
MetLife 2009 - 2009
Skills
Training, Career Counseling, Resume Writing, Workshop Facilitation, Career Development, Coaching, Public Speaking, Team Building, Interviews, Management, Leadership, Staff Development, Conflict Resolution, Leadership Development, Human Resources, Workforce Development, Job Coaching, Employee Relations, Employee Training, Recruiting, Organizational..., Job Search Strategies, Job Search, Teaching, Policy, Customer Retention, Community Outreach, Talent Acquisition, Program Management, Talent Management, Performance Management, Temporary Placement, Strategy, Resume, Onboarding, Interview Preparation, Adult Education, Career Management, Workshops, Training and Development
Education
Lynn University
Business Administration & Management/ International Business
CareerSource Broward July 2011 - Present
CareerSource Broward (WorkForce One) December 2010 - July 2011
AXA Advisors August 2007 - August 2009
MetLife 2009 - 2009
Skills
Training, Career Counseling, Resume Writing, Workshop Facilitation, Career Development, Coaching, Public Speaking, Team Building, Interviews, Management, Leadership, Staff Development, Conflict Resolution, Leadership Development, Human Resources, Workforce Development, Job Coaching, Employee Relations, Employee Training, Recruiting, Organizational..., Job Search Strategies, Job Search, Teaching, Policy, Customer Retention, Community Outreach, Talent Acquisition, Program Management, Talent Management, Performance Management, Temporary Placement, Strategy, Resume, Onboarding, Interview Preparation, Adult Education, Career Management, Workshops, Training and Development
Education
Lynn University
Business Administration & Management/ International Business
Jonathan Rendon's AXA Advisors Experience August 2008 - November 2008
Job Clinical Workflow Analyst at Fort Belvoir Community Hospital
Industry Hospital & Health Care
Experience
Fort Belvoir Community Hospital October 2014 - Present
Ambulatory Care Network February 2014 - September 2014
Los Angeles County Department of Health Services May 2011 - February 2014
Bayco Financial Corporation November 2009 - April 2011
AXA Advisors August 2008 - November 2008
Skills
Analysis, Leadership, Management, Financial Analysis, Strategic Planning, Budgets, Finance, Microsoft Office, Data Analysis, Cross-functional Team..., Financial Modeling, Human Resources, Microsoft Excel, Real Estate, Property Management, Renovation, Visio, EHR, Creative Writing, Cognos, Spanish, Databases, Valuation, Business Development, Public Speaking, Negotiation, Requirements Analysis, Data Management, Transitions, Staff Training, Spanish translation, Budget Reconciliation, Vlookup, Pivot Tables, Position Control, CHCS, M2
Education
George Washington University 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola Marymount University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Fort Belvoir Community Hospital October 2014 - Present
Ambulatory Care Network February 2014 - September 2014
Los Angeles County Department of Health Services May 2011 - February 2014
Bayco Financial Corporation November 2009 - April 2011
AXA Advisors August 2008 - November 2008
Skills
Analysis, Leadership, Management, Financial Analysis, Strategic Planning, Budgets, Finance, Microsoft Office, Data Analysis, Cross-functional Team..., Financial Modeling, Human Resources, Microsoft Excel, Real Estate, Property Management, Renovation, Visio, EHR, Creative Writing, Cognos, Spanish, Databases, Valuation, Business Development, Public Speaking, Negotiation, Requirements Analysis, Data Management, Transitions, Staff Training, Spanish translation, Budget Reconciliation, Vlookup, Pivot Tables, Position Control, CHCS, M2
Education
George Washington University 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola Marymount University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Bill Erwin Bill Erwin's AXA Advisors Experience September 1999 - December 2006
Job IT Professional/PC Technician at UNC Health Care
Industry Information Technology and Services
Experience
UNC Health Care April 2013 - Present
Apex Systems & Technology Solutions September 2012 - March 2013
New Horizons Computer Learning Centers 2011 - 2012
Chick-fil-A March 2010 - January 2011
Northwestern Mutual January 2008 - July 2008
Wells Fargo January 2007 - December 2007
AXA Advisors September 1999 - December 2006
Skills
Information Technology, Music, Art, Eagle Scout, Guitarist, Leadership, Process Improvement, Public Speaking, Human Resources, Management, Team Building, Technical Support, Training, Program Management, Networking, Active Directory, Cisco Technologies, Customer Service, Social Media, Coaching, Event Planning, CompTIA A+ Certification, Troubleshooting, Strategic Planning
Education
Liberty University 2014 — 2015
Master of Business Administration (MBA), Project Management
Liberty University 2009 — 2014
Bachelor of Science (BS), Business Administration/Finance
New Horizons Career Development Center 2011 — 2012
Information Technology
UNC Health Care April 2013 - Present
Apex Systems & Technology Solutions September 2012 - March 2013
New Horizons Computer Learning Centers 2011 - 2012
Chick-fil-A March 2010 - January 2011
Northwestern Mutual January 2008 - July 2008
Wells Fargo January 2007 - December 2007
AXA Advisors September 1999 - December 2006
Skills
Information Technology, Music, Art, Eagle Scout, Guitarist, Leadership, Process Improvement, Public Speaking, Human Resources, Management, Team Building, Technical Support, Training, Program Management, Networking, Active Directory, Cisco Technologies, Customer Service, Social Media, Coaching, Event Planning, CompTIA A+ Certification, Troubleshooting, Strategic Planning
Education
Liberty University 2014 — 2015
Master of Business Administration (MBA), Project Management
Liberty University 2009 — 2014
Bachelor of Science (BS), Business Administration/Finance
New Horizons Career Development Center 2011 — 2012
Information Technology
Rick Roloff's AXA Advisors Experience April 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
Ameriprise Financial Advisors June 2008 - February 2010
Osnaburg Local Schools August 2002 - June 2008
Skills
Wealth Management, Retirement Planning..., Insurance Strategies, Annuity Services, Tax-efficient investing...
Education
Malone University 1997 — 2002
Bachelor of Arts, Mathematics
Otterbein University 1996 — 1997
Mathematics
Canton McKinley High School 1993 — 1996
College Prep Diploma, College Prep
AXA Advisors April 2013 - Present
Ameriprise Financial Advisors June 2008 - February 2010
Osnaburg Local Schools August 2002 - June 2008
Skills
Wealth Management, Retirement Planning..., Insurance Strategies, Annuity Services, Tax-efficient investing...
Education
Malone University 1997 — 2002
Bachelor of Arts, Mathematics
Otterbein University 1996 — 1997
Mathematics
Canton McKinley High School 1993 — 1996
College Prep Diploma, College Prep
Philip Banks Philip Banks's AXA Advisors Experience June 2004 - January 2006
Job President at Banks Technology Services
Industry Information Technology and Services
Experience
Banks Technology Services July 2011 - Present
Cherry Bekaert LLP November 2010 - June 2014
McLeod & Company November 2006 - November 2010
AXA Advisors June 2004 - January 2006
Botetourt County Schools 2000 - 2003
Skills
VCP, A+ Certified, Active Directory, VMware, XP, Windows Server 2008, VMware ESX, Windows Server, Microsoft Exchange, Citrix Metaframe, Microsoft Certified..., Windows XP, Blackberry Enterprise..., Group Policy, Windows 7, Powershell, Microsoft Servers, Symantec Endpoint..., MCITP, Microsoft Certified..., Cloud Computing, Cisco Call Manager, Visio, SCCM, Citrix, System Administration, IIS, Microsoft Technologies, Virtualization, Disaster Recovery, Network Security, CompTIA A+
Education
Liberty University 2000 — 2004
BS, Business, Finance
Lord Botetourt 1996 — 2000
Banks Technology Services July 2011 - Present
Cherry Bekaert LLP November 2010 - June 2014
McLeod & Company November 2006 - November 2010
AXA Advisors June 2004 - January 2006
Botetourt County Schools 2000 - 2003
Skills
VCP, A+ Certified, Active Directory, VMware, XP, Windows Server 2008, VMware ESX, Windows Server, Microsoft Exchange, Citrix Metaframe, Microsoft Certified..., Windows XP, Blackberry Enterprise..., Group Policy, Windows 7, Powershell, Microsoft Servers, Symantec Endpoint..., MCITP, Microsoft Certified..., Cloud Computing, Cisco Call Manager, Visio, SCCM, Citrix, System Administration, IIS, Microsoft Technologies, Virtualization, Disaster Recovery, Network Security, CompTIA A+
Education
Liberty University 2000 — 2004
BS, Business, Finance
Lord Botetourt 1996 — 2000
PJ Chu PJ Chu's AXA Advisors Experience July 2012 - May 2013
Job Risk Management Specialist at Henry Schein Inc.
Industry Insurance
Experience
Henry Schein July 2015 - Present
JPMorgan Chase N.A. October 2013 - June 2015
AXA Advisors July 2012 - May 2013
AXA Advisors January 2012 - May 2012
Public Broadcasting Service June 2011 - August 2011
Skills
Leadership, Series 7, Series 66, Life & Health Insurance..., Financial Analysis, Business Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Customer Service, Social Media, Facebook, Time Management, Social Media Marketing, Public Speaking, Research, Marketing, Market Research, Marketing Communications, Social Networking, Teamwork, Management, Marketing Strategy
Education
State University of New York College at Geneseo 2008 — 2012
John Wiley Jones School of Business, AACSB Accredited, Bachelor of Science (B.S.), Business Administration
London Metropolitan University 2010 — 2011
Ward Melville High School 2005 — 2008
Regents Honors Diploma
Henry Schein July 2015 - Present
JPMorgan Chase N.A. October 2013 - June 2015
AXA Advisors July 2012 - May 2013
AXA Advisors January 2012 - May 2012
Public Broadcasting Service June 2011 - August 2011
Skills
Leadership, Series 7, Series 66, Life & Health Insurance..., Financial Analysis, Business Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Customer Service, Social Media, Facebook, Time Management, Social Media Marketing, Public Speaking, Research, Marketing, Market Research, Marketing Communications, Social Networking, Teamwork, Management, Marketing Strategy
Education
State University of New York College at Geneseo 2008 — 2012
John Wiley Jones School of Business, AACSB Accredited, Bachelor of Science (B.S.), Business Administration
London Metropolitan University 2010 — 2011
Ward Melville High School 2005 — 2008
Regents Honors Diploma
Brian Donawa MBA PHR SHRM-CP's AXA Advisors Experience January 1999 - December 2002
Job
Industry Hospital & Health Care
Experience
The University Of Kansas Physicians July 2014 - Present
The University of Kansas Physicians September 2010 - June 2014
Donawa Consulting August 2009 - September 2010
The University of Kansas Physicians December 2006 - July 2009
LFC \ Synergy Wealth Management January 2003 - December 2006
AXA Advisors January 1999 - December 2002
Hallmark Cards March 1993 - December 1998
Skills
Financial Analysis, Forecasting, Insurance, Investments, Retirement Planning, Budgets, Finance, Business Planning, Management, Recruiting, Analysis, Start-ups, Data Analysis, Strategic Planning, Customer Service, Process Improvement, Risk Management, Strategic Financial..., Mutual Funds, Public Speaking, Human Resources, Leadership, Sales
Education
Rockhurst University 2008 — 2010
MBA
University of Cincinnati College of Business 1990 — 1992
BBA
Lehigh University 1986 — 1988
The University Of Kansas Physicians July 2014 - Present
The University of Kansas Physicians September 2010 - June 2014
Donawa Consulting August 2009 - September 2010
The University of Kansas Physicians December 2006 - July 2009
LFC \ Synergy Wealth Management January 2003 - December 2006
AXA Advisors January 1999 - December 2002
Hallmark Cards March 1993 - December 1998
Skills
Financial Analysis, Forecasting, Insurance, Investments, Retirement Planning, Budgets, Finance, Business Planning, Management, Recruiting, Analysis, Start-ups, Data Analysis, Strategic Planning, Customer Service, Process Improvement, Risk Management, Strategic Financial..., Mutual Funds, Public Speaking, Human Resources, Leadership, Sales
Education
Rockhurst University 2008 — 2010
MBA
University of Cincinnati College of Business 1990 — 1992
BBA
Lehigh University 1986 — 1988
Justin Byers's AXA Advisors Experience March 2000 - August 2000
Job Director of Business Intelligence & Lead Analyst
Industry Venture Capital & Private Equity
Experience
Lagniappe Labs LLC January 2015 - Present
VC Experts.com, Inc. May 2007 - Present
Charles Schwab (CyberTrader, Inc.) March 2004 - February 2007
Charles Schwab (CyberTrader, Inc.) October 2000 - March 2004
AXA Advisors March 2000 - August 2000
Skills
Private Equity/Venture..., Business Intelligence, Deal Analysis, Capitalization, Risk Management, Valuation, Private Companies, Data Analysis, Due Diligence, Capital Structure, Preferred Stock, Start-ups, Equity Trading, Software Quality..., Product Development, Research Project..., Operations Management, Analysis, Project Management, Business Development, Venture Capital, Analytics, Finance, Mergers & Acquisitions, Equities, Financial Services, Bloomberg, Corporate Finance, Financial Modeling, Management, Corporate Development, Entrepreneurship, Series 7, Investment Banking, Emerging Markets, Executive Management, M&A experience, Business Valuation, Capital Markets
Education
Louisiana Tech University
BS, Finance
Lagniappe Labs LLC January 2015 - Present
VC Experts.com, Inc. May 2007 - Present
Charles Schwab (CyberTrader, Inc.) March 2004 - February 2007
Charles Schwab (CyberTrader, Inc.) October 2000 - March 2004
AXA Advisors March 2000 - August 2000
Skills
Private Equity/Venture..., Business Intelligence, Deal Analysis, Capitalization, Risk Management, Valuation, Private Companies, Data Analysis, Due Diligence, Capital Structure, Preferred Stock, Start-ups, Equity Trading, Software Quality..., Product Development, Research Project..., Operations Management, Analysis, Project Management, Business Development, Venture Capital, Analytics, Finance, Mergers & Acquisitions, Equities, Financial Services, Bloomberg, Corporate Finance, Financial Modeling, Management, Corporate Development, Entrepreneurship, Series 7, Investment Banking, Emerging Markets, Executive Management, M&A experience, Business Valuation, Capital Markets
Education
Louisiana Tech University
BS, Finance
Erian Buckley's AXA Advisors Experience February 2006 - December 2007
Job Administrative Assistant to the Mayor
Industry Government Administration
Experience
The City of Poughkeepsie, NY January 2008 - Present
AXA Advisors February 2006 - December 2007
Education
Marist College 2008 — 2010
MBA
Marist College 2001 — 2005
BS, Business Administration, Marketing
The City of Poughkeepsie, NY January 2008 - Present
AXA Advisors February 2006 - December 2007
Education
Marist College 2008 — 2010
MBA
Marist College 2001 — 2005
BS, Business Administration, Marketing
Dennis Lyn Smith's AXA Advisors Experience March 2007 - December 2014
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Donna Talley's AXA Advisors Experience September 2000 - June 2002
Job EVP Recruiting & Transitions at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Samuel Sanchez Jr.'s AXA Advisors Experience May 2007 - November 2009
Job Seasoned Financial & Transportation Executive
Industry Financial Services
Experience
AXA Advisors May 2007 - November 2009
UPS July 2002 - September 2006
Education
Lewis University 2006 — 2007
Bachelor of Science, Business Administration & Finance
Moraine Valley Community College 2004 — 2005
Tranferred Credits to Lewis University, Business Administration/Finance
Saint Xavier University 2003 — 2003
Transferred Credits, Business Administration
AXA Advisors May 2007 - November 2009
UPS July 2002 - September 2006
Education
Lewis University 2006 — 2007
Bachelor of Science, Business Administration & Finance
Moraine Valley Community College 2004 — 2005
Tranferred Credits to Lewis University, Business Administration/Finance
Saint Xavier University 2003 — 2003
Transferred Credits, Business Administration
Sim Bajaj's AXA Advisors Experience 2007 - 2011
Job Lead Operations Manger at ICON Consulting
Industry Financial Services
Experience
ICON Consulting December 2014 - Present
MD Synergy Solutions May 2011 - November 2014
AXA Advisors 2007 - 2011
Silver Pictures/ Warner Bros. 2001 - 2006
Skills
New Business Development, Investments, Insurance, Financial Analysis, Salesforce.com, Business Development, Start-ups
Education
Loyola Marymount University
BA, Business Administration
University of California, Los Angeles
Personal Financial Planning Certification
ICON Consulting December 2014 - Present
MD Synergy Solutions May 2011 - November 2014
AXA Advisors 2007 - 2011
Silver Pictures/ Warner Bros. 2001 - 2006
Skills
New Business Development, Investments, Insurance, Financial Analysis, Salesforce.com, Business Development, Start-ups
Education
Loyola Marymount University
BA, Business Administration
University of California, Los Angeles
Personal Financial Planning Certification
Rudy Farmer's AXA Advisors Experience January 2007 - August 2009
Job Senior Design Engineer at ASIC North More Projects
Industry Semiconductors
Experience
ASIC North February 2013 - Present
ASIC North May 2010 - March 2013
Sanctuary Wealth Mangement December 2009 - April 2010
AXA Advisors January 2007 - August 2009
IBM 1982 - 2007
International Business Machines 1980 - 2007
Skills
Semiconductors, ASIC, TCL, Perl, C, Unix, Verilog, Testing, C++, EDA, VLSI, Cross-functional Team..., Simulations, Program Management, IC, Integration, Project Management, Matlab, Business Development, Product Management, Debugging
Education
University of Vermont 1987 — 1988
MBA, Finance, 4.0 GPA
University of Vermont 1984 — 1986
MSEE, VLSI Design, High Honors
Lehigh University 1978 — 1982
BS, EE, High Honors
ASIC North February 2013 - Present
ASIC North May 2010 - March 2013
Sanctuary Wealth Mangement December 2009 - April 2010
AXA Advisors January 2007 - August 2009
IBM 1982 - 2007
International Business Machines 1980 - 2007
Skills
Semiconductors, ASIC, TCL, Perl, C, Unix, Verilog, Testing, C++, EDA, VLSI, Cross-functional Team..., Simulations, Program Management, IC, Integration, Project Management, Matlab, Business Development, Product Management, Debugging
Education
University of Vermont 1987 — 1988
MBA, Finance, 4.0 GPA
University of Vermont 1984 — 1986
MSEE, VLSI Design, High Honors
Lehigh University 1978 — 1982
BS, EE, High Honors
Susan Galati, CLU/ChFC's AXA Advisors Experience August 1985 - Present
Job CLU/ChFC at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 1985 - Present
Skills
Financial Advisory, Financial Analysis, 401k, Estate Planning, Insurance, Securities, Pensions, Series 7, Mutual Funds, Fixed Annuities, Equities, Finance, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Management, Alternative Investments, Series 63, Student Financial Aid
Education
American College 1985 — 1986
CLU/ChFC, Finance
LIU Post 1981 — 1985
BS, Finance/Accounting
University of Arizona 1980 — 1981
Psychology
Oceanside High School 1976 — 1980
AXA Advisors August 1985 - Present
Skills
Financial Advisory, Financial Analysis, 401k, Estate Planning, Insurance, Securities, Pensions, Series 7, Mutual Funds, Fixed Annuities, Equities, Finance, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Management, Alternative Investments, Series 63, Student Financial Aid
Education
American College 1985 — 1986
CLU/ChFC, Finance
LIU Post 1981 — 1985
BS, Finance/Accounting
University of Arizona 1980 — 1981
Psychology
Oceanside High School 1976 — 1980
Joe Tarangelo's AXA Advisors Experience January 2014 - June 2015
Job Financial Services Professional at MassMutual
Industry Financial Services
Experience
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
Michael L Rosen's AXA Advisors Experience October 1980 - September 2005
Job Insurance Professional at Rosen Financial Services
Industry Financial Services
Experience
Rosen Financial Services September 2005 - Present
AXA Advisors October 1980 - September 2005
Silver Rod Pharmacy June 1970 - June 1980
Education
LIU Brooklyn 1962 — 1967
B.S. in Pharmacy, Pharmacy
Rosen Financial Services September 2005 - Present
AXA Advisors October 1980 - September 2005
Silver Rod Pharmacy June 1970 - June 1980
Education
LIU Brooklyn 1962 — 1967
B.S. in Pharmacy, Pharmacy
Patrick S. McKay's AXA Advisors Experience December 2006 - December 2010
Job Financial Advisor at Professional Economic Growth Group
Industry Financial Services
Experience
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
David Kates's AXA Advisors Experience September 2002 - February 2005
Job Managing Director at Lenox Advisors | Wealth Manager | Corporate Executive Benefits
Industry Financial Services
Experience
Lenox Advisors March 2005 - Present
AXA Advisors September 2002 - February 2005
Education
Lehigh University 1988 — 1991
BS, History
Mamaroneck High School 1984 — 1987
Widener University School of Law
Lenox Advisors March 2005 - Present
AXA Advisors September 2002 - February 2005
Education
Lehigh University 1988 — 1991
BS, History
Mamaroneck High School 1984 — 1987
Widener University School of Law
Erin (Fullam) Brewster's AXA Advisors Experience August 2012 - February 2014
Job Relationship Banker at J.P. Morgan Chase, N.A
Industry Financial Services
Experience
J.P. Morgan Chase February 2014 - Present
AXA Advisors August 2012 - February 2014
Bergwall Law Firm July 2011 - April 2012
Davidson, Sochor, Ragsdale & Cohen November 2008 - August 2009
Gibson and Perkins September 2007 - August 2008
Law Office of Richard S. Weiss January 2007 - May 2007
New England School of Law September 2006 - December 2006
Law Office of Joel Eigerman September 2005 - December 2006
Lehigh University August 2003 - December 2003
Skills
Life Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Estate Administration, Mutual Funds, 401k Rollovers, Financial Planning
Education
Villanova University School of Law, Graduate Tax 2007 — 2008
Master of Laws (LLM), Taxation
New England School of Law 2004 — 2007
Juris Doctor
Lehigh University 2000 — 2004
BA, History & Political Science
J.P. Morgan Chase February 2014 - Present
AXA Advisors August 2012 - February 2014
Bergwall Law Firm July 2011 - April 2012
Davidson, Sochor, Ragsdale & Cohen November 2008 - August 2009
Gibson and Perkins September 2007 - August 2008
Law Office of Richard S. Weiss January 2007 - May 2007
New England School of Law September 2006 - December 2006
Law Office of Joel Eigerman September 2005 - December 2006
Lehigh University August 2003 - December 2003
Skills
Life Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Estate Administration, Mutual Funds, 401k Rollovers, Financial Planning
Education
Villanova University School of Law, Graduate Tax 2007 — 2008
Master of Laws (LLM), Taxation
New England School of Law 2004 — 2007
Juris Doctor
Lehigh University 2000 — 2004
BA, History & Political Science
Philip M. Herr, Esq., CPA, PFS's AXA Advisors Experience June 1998 - May 2008
Job Lead Manager Case Design, Advanced Market Unit at AXA Equitable Life Insurance Company
Industry Financial Services
Experience
AXA Equitable Life Insurance Company June 2008 - Present
Philip M. Herr, Esq., CPA, PFS January 1983 - 2012
AXA Advisors June 1998 - May 2008
GGK 2000 - 2003
GGK 2000 - 2003
Guardian Life Insurance May 1995 - May 1998
Skills
Tax, Executive Pay, Estate Law, ERISA, Succession Planning, Business Planning, Non-profits, International Tax, Life Insurance, Fixed Annuities, Trusts, Estate Planning, Retirement Planning, Asset Protection, Wealth Management, 401k, Pensions, Retirement, Finance, Financial Planners, Securities, Mutual Funds, Strategic Financial..., Wealth, Series 7, IRAs, Insurance, Financial Advisory, Investments, Financial Services, Long-term Care, Asset Management, Investment Advisory, Series 6, Disability Insurance, Wealth Management..., Asset Allocation, Long Term Care Insurance, Personal Finance, FINRA, Investment Strategies, High Net Worth..., Alternative Investments, Series 63, Investment Management, Term Life Insurance, Employee Benefits, Variable Annuities, Portfolio Management, Small Business
Education
Ohio Northern University—Claude W. Pettit College of Law 1977 — 1980
JD, Law
LIU Post 1973 — 1977
BS and BA, Accounting and Political Science
AXA Equitable Life Insurance Company June 2008 - Present
Philip M. Herr, Esq., CPA, PFS January 1983 - 2012
AXA Advisors June 1998 - May 2008
GGK 2000 - 2003
GGK 2000 - 2003
Guardian Life Insurance May 1995 - May 1998
Skills
Tax, Executive Pay, Estate Law, ERISA, Succession Planning, Business Planning, Non-profits, International Tax, Life Insurance, Fixed Annuities, Trusts, Estate Planning, Retirement Planning, Asset Protection, Wealth Management, 401k, Pensions, Retirement, Finance, Financial Planners, Securities, Mutual Funds, Strategic Financial..., Wealth, Series 7, IRAs, Insurance, Financial Advisory, Investments, Financial Services, Long-term Care, Asset Management, Investment Advisory, Series 6, Disability Insurance, Wealth Management..., Asset Allocation, Long Term Care Insurance, Personal Finance, FINRA, Investment Strategies, High Net Worth..., Alternative Investments, Series 63, Investment Management, Term Life Insurance, Employee Benefits, Variable Annuities, Portfolio Management, Small Business
Education
Ohio Northern University—Claude W. Pettit College of Law 1977 — 1980
JD, Law
LIU Post 1973 — 1977
BS and BA, Accounting and Political Science
Gregg LaSpisa, CLU's AXA Advisors Experience August 2005 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2005 - Present
AXA Advisors August 1995 - August 2005
Education
Loras College 1991 — 1995
B.A., Business Management and Finance
AXA Advisors August 2005 - Present
AXA Advisors August 1995 - August 2005
Education
Loras College 1991 — 1995
B.A., Business Management and Finance
Todd Ferber's AXA Advisors Experience OTC BrokerParity Energy2005 - 2007
Job Retirement Benefits Group FP at Axa Advisors
Industry Financial Services
Experience
Axa Advisors OTC BrokerParity Energy2005 - 2007
Man Financial 1995 - 2005
Education
Lehigh University - College of Business and Economics 1984 — 1990
bs, finanace
Axa Advisors OTC BrokerParity Energy2005 - 2007
Man Financial 1995 - 2005
Education
Lehigh University - College of Business and Economics 1984 — 1990
bs, finanace
Craig Herman's AXA Advisors Experience July 2011 - August 2012
Job Operations manager
Industry Food & Beverages
Experience
AXA Advisors July 2011 - August 2012
John Thomas Financial November 2009 - July 2010
Skills
Series 7, Life Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Outlook, Financial Analysis, Insurance, Morningstar, Mutual Funds, Sales, Series 63, Customer Service, Research, Accounting, Microsoft Word, Social Networking, Marketing, Social Media
Education
Marist College 2005 — 2009
B.S., Finance, Accounting
AXA Advisors July 2011 - August 2012
John Thomas Financial November 2009 - July 2010
Skills
Series 7, Life Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Outlook, Financial Analysis, Insurance, Morningstar, Mutual Funds, Sales, Series 63, Customer Service, Research, Accounting, Microsoft Word, Social Networking, Marketing, Social Media
Education
Marist College 2005 — 2009
B.S., Finance, Accounting
Luke Porter's AXA Advisors Experience July 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Compass-Ion Advisors June 2011 - January 2012
Skills
Series 7, Retirement Planning, Wealth Management, Financial Analysis, Disability Insurance, Life Insurance, Health Insurance, Financial Planning..., Asset Management, Series 66
Education
Lehigh University 2007 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
AXA Advisors July 2012 - Present
Compass-Ion Advisors June 2011 - January 2012
Skills
Series 7, Retirement Planning, Wealth Management, Financial Analysis, Disability Insurance, Life Insurance, Health Insurance, Financial Planning..., Asset Management, Series 66
Education
Lehigh University 2007 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Joe Guarino, Financial Services Professional's AXA Advisors Experience April 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
Derek Clark's AXA Advisors Experience October 2008 - June 2009
Job Server and Storage Specialist at Dell
Industry Wholesale
Experience
Dell May 2011 - Present
Kenny Pipe & Supply October 2009 - April 2011
AXA Advisors October 2008 - June 2009
Skills
Account Management, Sales, Salesforce.com, New Business Development, Customer Service, Strategic Planning, Solution Selling, Microsoft Excel, Marketing, Contract Negotiation, Direct Sales, Sales Process, Storage, Storage Solutions
Education
Lipscomb University 2003 — 2008
BS, Finance/Economics and Management
Dell May 2011 - Present
Kenny Pipe & Supply October 2009 - April 2011
AXA Advisors October 2008 - June 2009
Skills
Account Management, Sales, Salesforce.com, New Business Development, Customer Service, Strategic Planning, Solution Selling, Microsoft Excel, Marketing, Contract Negotiation, Direct Sales, Sales Process, Storage, Storage Solutions
Education
Lipscomb University 2003 — 2008
BS, Finance/Economics and Management
Peter Wright, Jr.'s AXA Advisors Experience June 2008 - Present
Job Vice President of the National Division, AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2008 - Present
Guardian Life 2001 - 2007
St. George's Country Club 1995 - 1997
Skills
Retirement Planning, Tax Saving Strategies, Business Succession..., Estate Planning, College Funding..., Management, Leadership, Team Building, Insurance Strategies, Investment Strategies
Education
Long Island University, C.W. Post Campus
Finance, General
AXA Advisors June 2008 - Present
Guardian Life 2001 - 2007
St. George's Country Club 1995 - 1997
Skills
Retirement Planning, Tax Saving Strategies, Business Succession..., Estate Planning, College Funding..., Management, Leadership, Team Building, Insurance Strategies, Investment Strategies
Education
Long Island University, C.W. Post Campus
Finance, General
Kimberly Karr's AXA Advisors Experience August 1998 - Present
Job Director of Recruiting and Sales Management at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 1998 - Present
Skills
Finance, Financial Services, Financial Planning, Management, Retirement Planning, Insurance Strategies, Investment Stategies, Securities Strategies, Wealth Management...
Education
Lehigh University 1980 — 1984
BA, Ecomonics
abington High school
abington High school
AXA Advisors August 1998 - Present
Skills
Finance, Financial Services, Financial Planning, Management, Retirement Planning, Insurance Strategies, Investment Stategies, Securities Strategies, Wealth Management...
Education
Lehigh University 1980 — 1984
BA, Ecomonics
abington High school
abington High school
James Cutler's AXA Advisors Experience October 2008 - November 2012
Job Social Finance & Impact Investment
Industry Investment Management
Experience
Social Equity Company August 2014 - Present
Hope Refugee Drop-in Center March 2013 - October 2013
The Service Collaborative of WNY October 2012 - October 2013
Westminster Economic Development Initiative October 2012 - March 2013
AXA Advisors October 2008 - November 2012
Putney Student Travel - National Geographic Student Expeditions June 2008 - August 2008
The Assumption University of Thailand May 2007 - May 2008
Skills
Leadership, Management, Social Entrepreneurship, Investments, Nonprofits, Community Economic..., Small Business, Community Investment, Socially Responsible..., Economic Development, Non-profit Program..., Non-profits, Series 7, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Services, Finance, Retirement Planning, Microfinance, Financial Literacy..., Incubators, Estate Planning, NationBuilder, Fundraising, Financial Planning, Public Speaking, Community Outreach, Event Planning, Social Media, Strategic Planning
Education
University at Buffalo 2008 — 2008
MA, Economics
Loyola University Maryland 2003 — 2007
BA, BA, Economics, Political Science/Philosophy
Social Equity Company August 2014 - Present
Hope Refugee Drop-in Center March 2013 - October 2013
The Service Collaborative of WNY October 2012 - October 2013
Westminster Economic Development Initiative October 2012 - March 2013
AXA Advisors October 2008 - November 2012
Putney Student Travel - National Geographic Student Expeditions June 2008 - August 2008
The Assumption University of Thailand May 2007 - May 2008
Skills
Leadership, Management, Social Entrepreneurship, Investments, Nonprofits, Community Economic..., Small Business, Community Investment, Socially Responsible..., Economic Development, Non-profit Program..., Non-profits, Series 7, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Services, Finance, Retirement Planning, Microfinance, Financial Literacy..., Incubators, Estate Planning, NationBuilder, Fundraising, Financial Planning, Public Speaking, Community Outreach, Event Planning, Social Media, Strategic Planning
Education
University at Buffalo 2008 — 2008
MA, Economics
Loyola University Maryland 2003 — 2007
BA, BA, Economics, Political Science/Philosophy
Eric Bunch's AXA Advisors Experience April 2000 - November 2001
Job Branch Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2007 - Present
CITIBANK June 2003 - May 2007
AXA Advisors April 2000 - November 2001
BNY Mellon June 1998 - April 2000
United States Marine Corps October 1989 - October 1992
Skills
Mutual Funds, Brokerage, Retail Banking, Commercial Banking, Lending Solutions, Commercial Lending, Mortgage Lending, Investments, Customer Service, Management, Problem Solving, Leadership
Education
FARMINGDALE UNIVERSITY
Associate of Arts, Liberal Arts and Sciences
Long Island University
Business Administration, Finance
JPMorgan Chase May 2007 - Present
CITIBANK June 2003 - May 2007
AXA Advisors April 2000 - November 2001
BNY Mellon June 1998 - April 2000
United States Marine Corps October 1989 - October 1992
Skills
Mutual Funds, Brokerage, Retail Banking, Commercial Banking, Lending Solutions, Commercial Lending, Mortgage Lending, Investments, Customer Service, Management, Problem Solving, Leadership
Education
FARMINGDALE UNIVERSITY
Associate of Arts, Liberal Arts and Sciences
Long Island University
Business Administration, Finance
Prof Sunny Mathews's AXA Advisors Experience 2012 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
Newark Housing Authority 1997 - 2006
CMS College, Kottayam 1970 - 1997
Education
S B College, Changanacherry 1968 — 1970
Master of Arts (M.A.), English Language and Literature/Letters
Marthoma College 1965 — 1968
Bachelor of Science (B.S.), Physics
Madras Christian College 1964 — 1965
PUC
AXA Advisors 2012 - Present
Newark Housing Authority 1997 - 2006
CMS College, Kottayam 1970 - 1997
Education
S B College, Changanacherry 1968 — 1970
Master of Arts (M.A.), English Language and Literature/Letters
Marthoma College 1965 — 1968
Bachelor of Science (B.S.), Physics
Madras Christian College 1964 — 1965
PUC
April Buono's AXA Advisors Experience September 2009 - May 2010
Job Associate Manager at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors May 2015 - Present
Prudential Real Estate Investments December 2013 - May 2015
Prudential Financial August 2012 - November 2013
Prudential Financial June 2011 - August 2012
Bernafon AG January 2011 - May 2011
Stifel Nicolaus May 2010 - January 2011
AXA Advisors September 2009 - May 2010
Skills
Finance, Financial Analysis, Accounting, Forecasting, Analysis, Financial Reporting, Microsoft Word, Customer Service, Management
Education
Marist College 2006 — 2010
B.S., Business Administration, Finance
Lorenzo de’ Medici 2009 — 2009
Prudential Real Estate Investors May 2015 - Present
Prudential Real Estate Investments December 2013 - May 2015
Prudential Financial August 2012 - November 2013
Prudential Financial June 2011 - August 2012
Bernafon AG January 2011 - May 2011
Stifel Nicolaus May 2010 - January 2011
AXA Advisors September 2009 - May 2010
Skills
Finance, Financial Analysis, Accounting, Forecasting, Analysis, Financial Reporting, Microsoft Word, Customer Service, Management
Education
Marist College 2006 — 2010
B.S., Business Administration, Finance
Lorenzo de’ Medici 2009 — 2009
Nicholas Finn's AXA Advisors Experience January 2012 - April 2014
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
AXA Advisors January 2012 - April 2014
LMU Student Investment Fund March 2011 - May 2012
Loyola Marymount University October 2008 - May 2012
Lambda Chi Alpha January 2010 - January 2012
Loyola Marymount University 2008 - 2012
Loyola Rugby 2008 - 2012
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Finance & Entrepreneurship
JPMorgan Chase Bank, N.A. April 2014 - Present
AXA Advisors January 2012 - April 2014
LMU Student Investment Fund March 2011 - May 2012
Loyola Marymount University October 2008 - May 2012
Lambda Chi Alpha January 2010 - January 2012
Loyola Marymount University 2008 - 2012
Loyola Rugby 2008 - 2012
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Finance & Entrepreneurship
Brian Bergeron's AXA Advisors Experience May 2010 - November 2010
Job Trust Specialist at Zions First National Bank
Industry Financial Services
Experience
Zions Bank July 2015 - Present
BNY Mellon August 2013 - June 2015
BNY Mellon August 2012 - August 2013
BNY Mellon January 2011 - July 2012
AXA Advisors May 2010 - November 2010
Skills
Financial Analysis, Analysis, Process Improvement, Financial Reporting, Account Reconciliation, Cash Management, Leadership, Data Analysis, Finance, Accounting, Microsoft Excel, Access, Microsoft Word, Customer Service, Public Speaking, Research, Data Entry, Management
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Finance / Banking and Financial Institutions
Lone Star College System 2003 — 2007
Associate of Arts (A.A.), Finance, General
Zions Bank July 2015 - Present
BNY Mellon August 2013 - June 2015
BNY Mellon August 2012 - August 2013
BNY Mellon January 2011 - July 2012
AXA Advisors May 2010 - November 2010
Skills
Financial Analysis, Analysis, Process Improvement, Financial Reporting, Account Reconciliation, Cash Management, Leadership, Data Analysis, Finance, Accounting, Microsoft Excel, Access, Microsoft Word, Customer Service, Public Speaking, Research, Data Entry, Management
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Finance / Banking and Financial Institutions
Lone Star College System 2003 — 2007
Associate of Arts (A.A.), Finance, General
Brandon Holliday's AXA Advisors Experience August 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
Education
Loyola Marymount University 2007 — 2011
Finance, Economics
AXA Advisors August 2011 - Present
Education
Loyola Marymount University 2007 — 2011
Finance, Economics
Patrick Robertson's AXA Advisors Experience
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors
Skills
Financial Planning, Business Succession..., Executive Benefits..., Retirement Planning..., Insurance Strategies
Education
University of Arizona 2004 — 2007
Bachelor of Science (BS), Communcations / History
Louisiana State University in Shreveport 2003 — 2004
AXA Advisors
Skills
Financial Planning, Business Succession..., Executive Benefits..., Retirement Planning..., Insurance Strategies
Education
University of Arizona 2004 — 2007
Bachelor of Science (BS), Communcations / History
Louisiana State University in Shreveport 2003 — 2004
Neeti Patel's AXA Advisors Experience 2005 - 2008
Job ERP Program Finance Controller/ Manager Portfolio and Operations at Zoetis
Industry Pharmaceuticals
Experience
Zoetis August 2013 - Present
Pfizer Pharmaceuticals March 2009 - August 2013
AXA Advisors 2005 - 2008
Skills
Accounting, Budgets, Strategic Financial..., Financial Analysis, Financial Reporting, Analysis, Project Management, Variance Analysis, Forecasting, SAP, Vendor Management, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Business Process..., Process Improvement, Business Planning, Cross-functional Team...
Education
Macquarie University 2000 — 2004
BBA, Accounting and Business Law
Zoetis August 2013 - Present
Pfizer Pharmaceuticals March 2009 - August 2013
AXA Advisors 2005 - 2008
Skills
Accounting, Budgets, Strategic Financial..., Financial Analysis, Financial Reporting, Analysis, Project Management, Variance Analysis, Forecasting, SAP, Vendor Management, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Business Process..., Process Improvement, Business Planning, Cross-functional Team...
Education
Macquarie University 2000 — 2004
BBA, Accounting and Business Law
Tiparpron Sukanya's AXA Advisors Experience June 2009 - December 2009
Job Business Analyst at Wildlife Artists, INC
Industry Banking
Experience
Wildlife Artists, INC May 2012 - Present
AXA Advisors June 2009 - December 2009
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2006 — 2008
Master of Business Administration, International Business
Wildlife Artists, INC May 2012 - Present
AXA Advisors June 2009 - December 2009
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2006 — 2008
Master of Business Administration, International Business
John R. Cassin C.L.U.,Ch.F.C,'s AXA Advisors Experience May 1978 - August 1995
Job owner of Cassin Wealth Strategies
Industry Insurance
Experience
Cassin Wealth Strategies LLC 1978 - Present
AXA Advisors May 1978 - August 1995
Skills
Retirement, Retirement Planning, Negotiation, Coaching, Change Management, Management, Public Speaking, Contract Negotiation, Advertising, Performance Management, Mergers, Small Business, Risk Management, Mergers & Acquisitions, Life Insurance, Long-term Care, Disability Insurance, Financial Planners, Deferred Compensation, Securities, Term Life Insurance, Strategic Financial..., Estate Planning
Education
School of hard knocks 1980 — 1995
Economics
The American College 1974 — 1979
Chartered Life Underwrighter, Life and health insurance
Loyola University of Chicago
B.S., Business
The American College
Chartered Financial Consultant, Securities and Finance
Cassin Wealth Strategies LLC 1978 - Present
AXA Advisors May 1978 - August 1995
Skills
Retirement, Retirement Planning, Negotiation, Coaching, Change Management, Management, Public Speaking, Contract Negotiation, Advertising, Performance Management, Mergers, Small Business, Risk Management, Mergers & Acquisitions, Life Insurance, Long-term Care, Disability Insurance, Financial Planners, Deferred Compensation, Securities, Term Life Insurance, Strategic Financial..., Estate Planning
Education
School of hard knocks 1980 — 1995
Economics
The American College 1974 — 1979
Chartered Life Underwrighter, Life and health insurance
Loyola University of Chicago
B.S., Business
The American College
Chartered Financial Consultant, Securities and Finance
Clayton Rocco's AXA Advisors Experience October 2012 - December 2012
Job Special Education Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2013 - Present
NYC Department of Education June 2013 - Present
AXA Advisors October 2012 - December 2012
National Securities May 2011 - July 2011
Congressman Anthony Weiner March 2010 - June 2010
Waldbaum's Inc September 2007 - April 2008
Skills
Customer Service, Problem Solving, Microsoft Office, Data Entry, PowerPoint, Word, Excel, Administrative Support, Microsoft Excel
Education
Long Island University, Brooklyn Campus 2013 — 2015
Masters of Science in Education, Teaching Urban Adolescents with Disabilities
Brooklyn College/CUNY 2010 — 2012
Bachelor of Science, Business, Management and Finance, 3.47
Kingsborough Community College/CUNY 2008 — 2010
A.A.S, Business Administration; Corporate Finance Management, Human Resource Management, 3.65
NYC Department of Education September 2013 - Present
NYC Department of Education June 2013 - Present
AXA Advisors October 2012 - December 2012
National Securities May 2011 - July 2011
Congressman Anthony Weiner March 2010 - June 2010
Waldbaum's Inc September 2007 - April 2008
Skills
Customer Service, Problem Solving, Microsoft Office, Data Entry, PowerPoint, Word, Excel, Administrative Support, Microsoft Excel
Education
Long Island University, Brooklyn Campus 2013 — 2015
Masters of Science in Education, Teaching Urban Adolescents with Disabilities
Brooklyn College/CUNY 2010 — 2012
Bachelor of Science, Business, Management and Finance, 3.47
Kingsborough Community College/CUNY 2008 — 2010
A.A.S, Business Administration; Corporate Finance Management, Human Resource Management, 3.65
Mary M. Musso's AXA Advisors Experience June 2008 - June 2011
Job Senior Accountant at Loyola University New Orleans
Industry Higher Education
Experience
Loyola University University New Orleans July 2014 - Present
Prudential Financial January 2013 - June 2014
The Hartford June 2011 - January 2013
AXA Advisors June 2008 - June 2011
The Becket Fund for Religious Liberty November 2005 - May 2008
Skills
Investments, Operations Management, Sales Operations, Life Insurance, Leadership, Business Planning, Customer Service, Financial Services, Sales, Banking, Risk Management, Financial Analysis, Finance, Portfolio Management
Education
Fortier
Fortier
University of New Orleans
Master of Business Administration (MBA)
The American College
Master of Science, Financial Services
Loyola University New Orleans 1993 — 1996
Bachelor of Business Administration (BBA)
Loyola University University New Orleans July 2014 - Present
Prudential Financial January 2013 - June 2014
The Hartford June 2011 - January 2013
AXA Advisors June 2008 - June 2011
The Becket Fund for Religious Liberty November 2005 - May 2008
Skills
Investments, Operations Management, Sales Operations, Life Insurance, Leadership, Business Planning, Customer Service, Financial Services, Sales, Banking, Risk Management, Financial Analysis, Finance, Portfolio Management
Education
Fortier
Fortier
University of New Orleans
Master of Business Administration (MBA)
The American College
Master of Science, Financial Services
Loyola University New Orleans 1993 — 1996
Bachelor of Business Administration (BBA)
Christian Kelly's AXA Advisors Experience August 2008 - December 2010
Job Basketball Official for California Basketball Officials Association
Industry Human Resources
Experience
California Basketball Officials Association August 2005 - Present
AXA Advisors August 2008 - December 2010
CVS Pharmacy February 2008 - August 2008
Morris Cody and Associates January 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
California State University 2008 — 2010
Bachelor of Science, Biological Sciences
Los Angeles Valley College 2007 — 2009
Associates Degree, Biology/Biological Sciences
California Basketball Officials Association August 2005 - Present
AXA Advisors August 2008 - December 2010
CVS Pharmacy February 2008 - August 2008
Morris Cody and Associates January 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
California State University 2008 — 2010
Bachelor of Science, Biological Sciences
Los Angeles Valley College 2007 — 2009
Associates Degree, Biology/Biological Sciences
Kenneth Soltis's AXA Advisors Experience January 2015 - Present
Job Financial Professional at AXA
Industry Consumer Services
Experience
AXA Advisors January 2015 - Present
Baggage Airline Guest Services March 2011 - January 2015
Comair September 1985 - December 2006
Skills
Microsoft Excel, Small Business, Investments, Risk Management, Management, Financial Planning, Finance, Financial Analysis, Operations Management, Life Insurance, Aviation, Financial Services, Mutual Funds
Education
Troy University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Lynn University 1978 — 1980
Associate's Degree, General Studies
AXA Advisors January 2015 - Present
Baggage Airline Guest Services March 2011 - January 2015
Comair September 1985 - December 2006
Skills
Microsoft Excel, Small Business, Investments, Risk Management, Management, Financial Planning, Finance, Financial Analysis, Operations Management, Life Insurance, Aviation, Financial Services, Mutual Funds
Education
Troy University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Lynn University 1978 — 1980
Associate's Degree, General Studies
Rebecca Dayton's AXA Advisors Experience May 2015 - Present
Job District Assistant
Industry Apparel & Fashion
Experience
AXA Advisors May 2015 - Present
MML PR August 2014 - December 2014
Siren PR August 2013 - May 2014
Gap Inc. November 2007 - November 2008
Skills
Social Media, Merchandising, Microsoft Excel, Microsoft Word, PowerPoint, Task Driven, Leadership, Public Relations, Press Releases, Press Clips, CisionPoint, Media List Building, Teamwork
Education
LIM College 2012 — 2014
Bachelor's degree, Fashion Merchandising Concentration in Event Planning and Public Relations
Suffolk County Community College 2009 — 2011
Associate's degree, General Studies
AXA Advisors May 2015 - Present
MML PR August 2014 - December 2014
Siren PR August 2013 - May 2014
Gap Inc. November 2007 - November 2008
Skills
Social Media, Merchandising, Microsoft Excel, Microsoft Word, PowerPoint, Task Driven, Leadership, Public Relations, Press Releases, Press Clips, CisionPoint, Media List Building, Teamwork
Education
LIM College 2012 — 2014
Bachelor's degree, Fashion Merchandising Concentration in Event Planning and Public Relations
Suffolk County Community College 2009 — 2011
Associate's degree, General Studies
Karen Bayless's AXA Advisors Experience 2003 - 2005
Job Administrative Assistant at Biola University
Industry Higher Education
Experience
Biola University July 2014 - Present
Biola University September 2005 - June 2010
AXA Advisors 2003 - 2005
Skills
Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teaching, Higher Education
Education
Louisiana State University 1997 — 2001
Bachelor's degree, Communication Sciences and Disorders, General
Biola University July 2014 - Present
Biola University September 2005 - June 2010
AXA Advisors 2003 - 2005
Skills
Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teaching, Higher Education
Education
Louisiana State University 1997 — 2001
Bachelor's degree, Communication Sciences and Disorders, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO