AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Joseph M. Sarnecky Joseph M. Sarnecky's AXA Advisors Experience May 2009 - Present
Job Divisional Vice President, Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2009 - Present
Skills
Financial Consulting, Retirement Planning, Investment Strategies, Insurance Planning, Education Planning, Group Benefits...
Education
Michigan State University 2005 — 2009
Bachelors, Finance
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Retirement Planning, At Retirement Wharton Program
AXA Advisors May 2009 - Present
Skills
Financial Consulting, Retirement Planning, Investment Strategies, Insurance Planning, Education Planning, Group Benefits...
Education
Michigan State University 2005 — 2009
Bachelors, Finance
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Retirement Planning, At Retirement Wharton Program
Cheryl Adams Cheryl Adams's AXA Advisors Experience December 2014 - May 2015
Job Financial Professional
Industry Financial Services
Experience
Paradise Memorial Funeral Home June 2015 - Present
Financial Professional June 2015 - Present
AXA Advisors December 2014 - May 2015
Prudential Financial May 2012 - November 2014
Skills
Management, Non-profits, Organizational..., Public Speaking, Research, Retirement, Sales, Team Building, Strategic Planning, Finance, Event Planning, Change Management, Customer Service, Coaching, Health Insurance, Human Resources, Insurance, Microsoft Excel, Microsoft Office, Investments, Life Insurance, PowerPoint, Nonprofits
Education
Marquette University
Bachelor of Arts in Communication, Communication Studies & Organization/Leadership Majors
Paradise Memorial Funeral Home June 2015 - Present
Financial Professional June 2015 - Present
AXA Advisors December 2014 - May 2015
Prudential Financial May 2012 - November 2014
Skills
Management, Non-profits, Organizational..., Public Speaking, Research, Retirement, Sales, Team Building, Strategic Planning, Finance, Event Planning, Change Management, Customer Service, Coaching, Health Insurance, Human Resources, Insurance, Microsoft Excel, Microsoft Office, Investments, Life Insurance, PowerPoint, Nonprofits
Education
Marquette University
Bachelor of Arts in Communication, Communication Studies & Organization/Leadership Majors
Mel Sanftner Mel Sanftner's AXA Advisors Experience January 2011 - May 2014
Job Executive Assistant at Slocum
Industry Financial Services
Experience
Slocum May 2014 - Present
AXA Advisors January 2011 - May 2014
Independent Freelancer January 2008 - September 2010
Independent Freelancer September 2006 - January 2008
Education
Minnesota State University, Moorhead 2001 — 2004
Bachelor's degree, Film & Telecommunications
University of California, Santa Cruz 2000 — 2001
Film
Slocum May 2014 - Present
AXA Advisors January 2011 - May 2014
Independent Freelancer January 2008 - September 2010
Independent Freelancer September 2006 - January 2008
Education
Minnesota State University, Moorhead 2001 — 2004
Bachelor's degree, Film & Telecommunications
University of California, Santa Cruz 2000 — 2001
Film
Christian Mannon Christian Mannon's AXA Advisors Experience January 2012 - April 2012
Job Account Executive
Industry Banking
Experience
Hennion & Walsh June 2014 - Present
AXA Advisors January 2012 - April 2012
Franklin Township Board of Education June 2010 - August 2011
Skills
Proficient Communicator, Proficient Typing Skills, Microsoft Office, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Public Speaking, Building Relationships, Interviews, Communication, Values-based Leadership, Investments, Outlook, Financial Statement..., Fundraising, Team Leadership, Finance, Series 7
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS), Business Administration/Finance
Hennion & Walsh June 2014 - Present
AXA Advisors January 2012 - April 2012
Franklin Township Board of Education June 2010 - August 2011
Skills
Proficient Communicator, Proficient Typing Skills, Microsoft Office, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Public Speaking, Building Relationships, Interviews, Communication, Values-based Leadership, Investments, Outlook, Financial Statement..., Fundraising, Team Leadership, Finance, Series 7
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS), Business Administration/Finance
Nubar Dailerian Nubar Dailerian's AXA Advisors Experience June 2003 - August 2003
Job VP Financial Planning and Analysis at TD
Industry Financial Services
Experience
TD March 2015 - Present
Cienaga Systems March 2013 - Present
TD February 2013 - March 2015
Gap International January 2009 - January 2013
Gap International, Inc. September 2004 - January 2013
Ennovance Capital October 2008 - June 2009
Gap International September 2004 - January 2009
AXA Advisors June 2003 - August 2003
Skills
Strategy, Business Development, Management, Management Consulting, Entrepreneurship, Mergers & Acquisitions, Consulting, Strategic Partnerships, Business Strategy, Strategic Planning, Start-ups, Financial Modeling, Competitive Analysis, Executive Management, Change Management, Corporate Finance, Risk Management, Corporations, Due Diligence, Cross-functional Team..., Business Transformation, Market Launch, Entrepreneurial Skills, Company Acquisitions, Strategic Consulting, Business Planning, Business Analysis, Leadership, Product Management, New Business Launches, Strategy Development, Corporate Venturing, Identifying New..., Mergers, New Business..., International Business, Corporate Development, Venture Capital, Private Equity, Finance, Financial Analysis, Portfolio Management, Analysis, Strategic Thinking
Education
University of Pennsylvania - The Wharton School
MBA
McGill University
Bachelor of Commerce, Major in Finance
TD March 2015 - Present
Cienaga Systems March 2013 - Present
TD February 2013 - March 2015
Gap International January 2009 - January 2013
Gap International, Inc. September 2004 - January 2013
Ennovance Capital October 2008 - June 2009
Gap International September 2004 - January 2009
AXA Advisors June 2003 - August 2003
Skills
Strategy, Business Development, Management, Management Consulting, Entrepreneurship, Mergers & Acquisitions, Consulting, Strategic Partnerships, Business Strategy, Strategic Planning, Start-ups, Financial Modeling, Competitive Analysis, Executive Management, Change Management, Corporate Finance, Risk Management, Corporations, Due Diligence, Cross-functional Team..., Business Transformation, Market Launch, Entrepreneurial Skills, Company Acquisitions, Strategic Consulting, Business Planning, Business Analysis, Leadership, Product Management, New Business Launches, Strategy Development, Corporate Venturing, Identifying New..., Mergers, New Business..., International Business, Corporate Development, Venture Capital, Private Equity, Finance, Financial Analysis, Portfolio Management, Analysis, Strategic Thinking
Education
University of Pennsylvania - The Wharton School
MBA
McGill University
Bachelor of Commerce, Major in Finance
Justin Murray Justin Murray's AXA Advisors Experience August 2006 - May 2007
Job Portfolio Marketing Manager at Stryker
Industry Medical Devices
Experience
Stryker June 2015 - Present
Wrigley August 2014 - August 2015
Mars August 2013 - August 2014
Mars February 2013 - August 2013
Mars May 2012 - February 2013
Spartan Consulting April 2011 - May 2012
Mars May 2011 - August 2011
Plante Moran Financial Advisors January 2008 - August 2010
Plante Moran Financial Advisors June 2007 - August 2007
AXA Advisors August 2006 - May 2007
Skills
Analysis, Management, Strategic Sourcing, Financial Analysis, Forecasting, Cross-functional Team..., Logistics, Sourcing, Sales, CRM, Financial Modeling, Supply Chain Management, Process Improvement
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA
Michigan State University 2003 — 2007
BA, Finance
Japan Center for Michigan Universities
International Logistics and Cultural Studies
Stryker June 2015 - Present
Wrigley August 2014 - August 2015
Mars August 2013 - August 2014
Mars February 2013 - August 2013
Mars May 2012 - February 2013
Spartan Consulting April 2011 - May 2012
Mars May 2011 - August 2011
Plante Moran Financial Advisors January 2008 - August 2010
Plante Moran Financial Advisors June 2007 - August 2007
AXA Advisors August 2006 - May 2007
Skills
Analysis, Management, Strategic Sourcing, Financial Analysis, Forecasting, Cross-functional Team..., Logistics, Sourcing, Sales, CRM, Financial Modeling, Supply Chain Management, Process Improvement
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA
Michigan State University 2003 — 2007
BA, Finance
Japan Center for Michigan Universities
International Logistics and Cultural Studies
Toby J. Peters, CLU, ChFC, CPA, AIF Toby J. Peters, CLU, ChFC, CPA, AIF's AXA Advisors Experience February 1990 - May 2004
Job Woodbury Financial Services, Inc. d/b/a Rycon Financial Group, LLC
Industry Financial Services
Experience
Rycon Financial Group, LLC May 2004 - Present
LPL Financial May 2004 - November 2014
AXA Advisors February 1990 - May 2004
Skills
Qualified Retirement..., Wealth Management..., Personal Financial..., Retirement Planning, Retirement Plan..., Small Business..., Investment Management
Education
Miami University 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
Rycon Financial Group, LLC May 2004 - Present
LPL Financial May 2004 - November 2014
AXA Advisors February 1990 - May 2004
Skills
Qualified Retirement..., Wealth Management..., Personal Financial..., Retirement Planning, Retirement Plan..., Small Business..., Investment Management
Education
Miami University 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
Rich Wesely Rich Wesely's AXA Advisors Experience June 2002 - August 2004
Job Financial Advisor, CFP®, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors June 2007 - June 2012
Piper Jaffray / UBS August 2004 - June 2007
AXA Advisors June 2002 - August 2004
TekRep, Inc. December 1989 - June 2002
Education
Minnesota State University, Mankato 1972 — 1975
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors June 2007 - June 2012
Piper Jaffray / UBS August 2004 - June 2007
AXA Advisors June 2002 - August 2004
TekRep, Inc. December 1989 - June 2002
Education
Minnesota State University, Mankato 1972 — 1975
Bachelor of Science, Business Administration
Michael Ihlenfeldt Michael Ihlenfeldt's AXA Advisors Experience June 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
HEB August 2008 - August 2014
Education
Texas A&M University 2012 — 2014
Bachelor of Science (B.S.), Agricultural Economics/Finance and Real Estate
Mclennan Community College 2010 — 2012
Economics
AXA Advisors June 2014 - Present
HEB August 2008 - August 2014
Education
Texas A&M University 2012 — 2014
Bachelor of Science (B.S.), Agricultural Economics/Finance and Real Estate
Mclennan Community College 2010 — 2012
Economics
Kevin Reilly Kevin Reilly's AXA Advisors Experience May 2008 - May 2009
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
Kelly Daniel, CFP®, ChFC, CLU Kelly Daniel, CFP®, ChFC, CLU's AXA Advisors Experience January 1989 - Present
Job Certified Financial Planner™ at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1989 - Present
Skills
Financial Needs Analysis, Business succession..., Estate Planning Analysis, Strategy Implementation, Estate Planning, Financial Services, Finance, Wealth, Life Insurance, Investments, Certified Financial..., Financial Planning, Portfolio Management, Retirement Planning
Education
Missouri Southern State University 1982 — 1986
Bachelor's Degree, Business, Economics and Finance, BS BA
AXA Advisors January 1989 - Present
Skills
Financial Needs Analysis, Business succession..., Estate Planning Analysis, Strategy Implementation, Estate Planning, Financial Services, Finance, Wealth, Life Insurance, Investments, Certified Financial..., Financial Planning, Portfolio Management, Retirement Planning
Education
Missouri Southern State University 1982 — 1986
Bachelor's Degree, Business, Economics and Finance, BS BA
Megan Harrington Megan Harrington's AXA Advisors Experience May 2011 - July 2012
Job Kitchen and Bath Designer at Creative Kitchens & Bath
Industry Design
Experience
Creative Kitchens & Bath July 2014 - Present
Arbonne International LLC 2014 - 2015
AXA Advisors May 2011 - July 2012
The Aveda Institute Chapel Hill July 2009 - April 2011
GiftMaker Systems, LLC September 2007 - July 2009
Jimmy V Celebrity Golf Classic 2007 - 2009
Skills
Marketing, Social Media Marketing, Event Planning, Public Relations, PowerPoint, Social Media, Customer Service, Sales, Microsoft Excel, Public Speaking, Advertising, Microsoft Word, Microsoft Office
Education
Meredith College 2002 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Creative Kitchens & Bath July 2014 - Present
Arbonne International LLC 2014 - 2015
AXA Advisors May 2011 - July 2012
The Aveda Institute Chapel Hill July 2009 - April 2011
GiftMaker Systems, LLC September 2007 - July 2009
Jimmy V Celebrity Golf Classic 2007 - 2009
Skills
Marketing, Social Media Marketing, Event Planning, Public Relations, PowerPoint, Social Media, Customer Service, Sales, Microsoft Excel, Public Speaking, Advertising, Microsoft Word, Microsoft Office
Education
Meredith College 2002 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daniel Espin Daniel Espin's AXA Advisors Experience February 2014 - Present
Job Develop Strategies to Secure Financial Freedom for Businesses, Individuals, Families and Their Loved Ones
Industry Investment Management
Experience
AXA Advisors February 2014 - Present
ING Financial Markets LLC June 2011 - February 2013
Fitness 19 June 2010 - July 2011
Drug Fair Group, Inc. June 2008 - May 2010
International house of pancakes June 2005 - November 2007
Skills
Asset Allocation, Investment Management, Risk Management, Portfolio Management, Teamwork, Market Research, Qualitative Research, Retirement Planning, Microsoft Excel, Finance, Data Analysis, Statistics, Microsoft Office, PowerPoint, Event Planning, Programming, HTML, Outlook, Series 7, Financial Needs Analysis, College Education..., Business Succession...
Education
Rutgers University-New Brunswick 2011 — 2013
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Middlesex County College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
South Plainfield High School
AXA Advisors February 2014 - Present
ING Financial Markets LLC June 2011 - February 2013
Fitness 19 June 2010 - July 2011
Drug Fair Group, Inc. June 2008 - May 2010
International house of pancakes June 2005 - November 2007
Skills
Asset Allocation, Investment Management, Risk Management, Portfolio Management, Teamwork, Market Research, Qualitative Research, Retirement Planning, Microsoft Excel, Finance, Data Analysis, Statistics, Microsoft Office, PowerPoint, Event Planning, Programming, HTML, Outlook, Series 7, Financial Needs Analysis, College Education..., Business Succession...
Education
Rutgers University-New Brunswick 2011 — 2013
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Middlesex County College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
South Plainfield High School
Jonathan Powell Jonathan Powell's AXA Advisors Experience June 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2010 - Present
Houston ISD August 2008 - June 2010
Target June 2007 - August 2007
BASES June 2006 - August 2006
Speedway LLC June 2005 - August 2005
Skills
Retirement Planning, Retirement, Recruiting, Personal Financial..., Risk Management, Wealth Accumulation, Marketing, Client Education, Personal Pensions, Life Insurance Planning
Education
Miami University 2004 — 2008
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Marketing & Spanish, 3.62
La Universidad Centroamericana 2007 — 2007
AXA Advisors June 2010 - Present
Houston ISD August 2008 - June 2010
Target June 2007 - August 2007
BASES June 2006 - August 2006
Speedway LLC June 2005 - August 2005
Skills
Retirement Planning, Retirement, Recruiting, Personal Financial..., Risk Management, Wealth Accumulation, Marketing, Client Education, Personal Pensions, Life Insurance Planning
Education
Miami University 2004 — 2008
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Marketing & Spanish, 3.62
La Universidad Centroamericana 2007 — 2007
Juan P. Sierra's AXA Advisors Experience January 2012 - September 2013
Job Business Solutions Account Executive at Bright House Networks
Industry Telecommunications
Experience
Bright House Networks November 2013 - Present
AXA Advisors January 2012 - September 2013
T-Mobile March 2008 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Estate Tax Planning, Term Life Insurance, Life Insurance, Permanent Life Insurance, College Savings Plans, Tax-advantaged..., Sales
Education
University of Central Florida 2009 — 2011
Bachelor's degree, Business/Managerial Economics
Miami Dade College 2007 — 2009
Associate's degree, Economics
Bright House Networks November 2013 - Present
AXA Advisors January 2012 - September 2013
T-Mobile March 2008 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Estate Tax Planning, Term Life Insurance, Life Insurance, Permanent Life Insurance, College Savings Plans, Tax-advantaged..., Sales
Education
University of Central Florida 2009 — 2011
Bachelor's degree, Business/Managerial Economics
Miami Dade College 2007 — 2009
Associate's degree, Economics
Gina DellaPietro's AXA Advisors Experience June 2011 - August 2011
Job Conference Center Manager at Charm City Concierge
Industry Hospitality
Experience
Charm City Concierge June 2015 - Present
Renaissance Woodbridge Hotel August 2014 - Present
Renaissance Woodbridge Hotel January 2013 - August 2014
Renaissance Woodbridge Hotel January 2012 - January 2013
AXA Advisors June 2011 - August 2011
Skills
Eye for Details, Multi Tasking, Customer Service, Problem Solving, Time Management, Administrative Work, Management, Interviews, Recruiting, Banquets, Sales, Front Office, Hotels, Marketing, Advertising, Catering
Education
Philadelphia University 2009 — 2012
Bachelor of Science (BS), Fashion Merchandising
Middlesex County College 2006 — 2009
Associate of Science (A.S.), Fashion Merchandising
Charm City Concierge June 2015 - Present
Renaissance Woodbridge Hotel August 2014 - Present
Renaissance Woodbridge Hotel January 2013 - August 2014
Renaissance Woodbridge Hotel January 2012 - January 2013
AXA Advisors June 2011 - August 2011
Skills
Eye for Details, Multi Tasking, Customer Service, Problem Solving, Time Management, Administrative Work, Management, Interviews, Recruiting, Banquets, Sales, Front Office, Hotels, Marketing, Advertising, Catering
Education
Philadelphia University 2009 — 2012
Bachelor of Science (BS), Fashion Merchandising
Middlesex County College 2006 — 2009
Associate of Science (A.S.), Fashion Merchandising
Darren Summers Darren Summers's AXA Advisors Experience December 2008 - October 2014
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
AXA Advisors December 2008 - October 2014
US Army August 1994 - July 1997
Skills
Investments, Insurance, Retirement Planning, Financial Planning, Mutual Funds, Financial Analysis, Portfolio Management, Wealth Management, Financial Services, Risk Management
Education
Missouri State University 1998 — 2003
Bachelor of Science (BS), Finance, General
United States Military Academy Prep School 1997 — 1998
Graduate, General Studies
West Plains High School
West Plains High School
Principal Financial Group November 2014 - Present
AXA Advisors December 2008 - October 2014
US Army August 1994 - July 1997
Skills
Investments, Insurance, Retirement Planning, Financial Planning, Mutual Funds, Financial Analysis, Portfolio Management, Wealth Management, Financial Services, Risk Management
Education
Missouri State University 1998 — 2003
Bachelor of Science (BS), Finance, General
United States Military Academy Prep School 1997 — 1998
Graduate, General Studies
West Plains High School
West Plains High School
Adam C. Armstrong's AXA Advisors Experience June 2011 - June 2012
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Robert Walko Robert Walko's AXA Advisors Experience October 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
Pacific Life June 2010 - July 2013
Pacific Life June 2007 - July 2010
Missionary Entertainment, LLC August 2001 - July 2007
Wells Fargo April 2004 - June 2007
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services, Disability Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance
Miami University 1997 — 2000
AXA Advisors October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
Pacific Life June 2010 - July 2013
Pacific Life June 2007 - July 2010
Missionary Entertainment, LLC August 2001 - July 2007
Wells Fargo April 2004 - June 2007
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services, Disability Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance
Miami University 1997 — 2000
Kyle Carrocino Kyle Carrocino's AXA Advisors Experience March 2011 - September 2013
Job Wealth Management and Insurance Planning at Cornerstone Financial Group
Industry Financial Services
Experience
Professional Economic Growth Group October 2013 - Present
Cornerstone Financial Group, Inc October 2013 - Present
AXA Advisors March 2011 - September 2013
Education
University of Nevada-Las Vegas 2007 — 2010
Bachelors in Finance, Investments, Capital Markets, Portfolio Management, Risk Management and Insurance, Derivatives.
Middlesex County College 2003 — 2006
Associates in Business Administration, Business Mangement, Business Law, Economics.
J.P. Stevens High School 1998 — 2002
Professional Economic Growth Group October 2013 - Present
Cornerstone Financial Group, Inc October 2013 - Present
AXA Advisors March 2011 - September 2013
Education
University of Nevada-Las Vegas 2007 — 2010
Bachelors in Finance, Investments, Capital Markets, Portfolio Management, Risk Management and Insurance, Derivatives.
Middlesex County College 2003 — 2006
Associates in Business Administration, Business Mangement, Business Law, Economics.
J.P. Stevens High School 1998 — 2002
Goodwin John Goodwin John's AXA Advisors Experience May 2008 - Present
Job Retirement Planning Specialist/ Financial Consultant
Industry Financial Services
Experience
AXA Advisors May 2008 - Present
B of A Securities 2003 - 08, Wachovia/ Wells Fargo 1994 - 2003 February 1994 - May 2008
Skills
Financial Analysis, Financial Modeling, Business Planning, Strategic Planning, Small Company and...
Education
Millikin University 1975 — 1979
BS Accounting
AXA Advisors May 2008 - Present
B of A Securities 2003 - 08, Wachovia/ Wells Fargo 1994 - 2003 February 1994 - May 2008
Skills
Financial Analysis, Financial Modeling, Business Planning, Strategic Planning, Small Company and...
Education
Millikin University 1975 — 1979
BS Accounting
Jeff Seymour Jeff Seymour's AXA Advisors Experience January 2011 - July 2011
Job Financial Analyst at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney September 2011 - Present
AXA Advisors January 2011 - July 2011
Pratt & Whitney May 2008 - August 2008
Pratt & Whitney May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Analysis, Finance, Forecasting, Process Improvement, Strategic Financial..., Accounting, SAP, Budgets, Business Warehouse
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Pratt & Whitney September 2011 - Present
AXA Advisors January 2011 - July 2011
Pratt & Whitney May 2008 - August 2008
Pratt & Whitney May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Analysis, Finance, Forecasting, Process Improvement, Strategic Financial..., Accounting, SAP, Budgets, Business Warehouse
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Ben Ivanowski Ben Ivanowski's AXA Advisors Experience January 1999 - December 2009
Job Registered Nurse, operating room, neurosurgery, ENT at BarnesJewish Hospital
Industry Higher Education
Experience
Barnes-Jewish Hospital January 2014 - Present
Grand Canyon University June 2010 - June 2011
AXA Advisors January 1999 - December 2009
Skills
Public Speaking, Presentation Skills, Communication, Leadership, Sales, Teaching, Coaching, Customer Service, Strategic Planning, Management, Project Management, Microsoft Office, Research, PowerPoint, Microsoft Word, Social Media
Education
Goldfarb School of Nursing 2012 — 2013
BS Nursing, Nursing, 3.5
Missouri State University 1987 — 1991
BS Education, Education, Biology, 3.6
Barnes-Jewish Hospital January 2014 - Present
Grand Canyon University June 2010 - June 2011
AXA Advisors January 1999 - December 2009
Skills
Public Speaking, Presentation Skills, Communication, Leadership, Sales, Teaching, Coaching, Customer Service, Strategic Planning, Management, Project Management, Microsoft Office, Research, PowerPoint, Microsoft Word, Social Media
Education
Goldfarb School of Nursing 2012 — 2013
BS Nursing, Nursing, 3.5
Missouri State University 1987 — 1991
BS Education, Education, Biology, 3.6
J. Christopher Noonan, ChFC®, CLU® J. Christopher Noonan, ChFC®, CLU®'s AXA Advisors Experience January 2015 - Present
Job Central Regional President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors January 2009 - Present
Skills
Coaching, Leadership Development, Recruiting, Supervision, Accountability, Mentoring, Selection, Culture Building, Business Growth...
Education
Michigan State University 1983 — 1987
Bachelor of Arts (B.A.), Marketing
AXA Advisors January 2015 - Present
AXA Advisors January 2009 - Present
Skills
Coaching, Leadership Development, Recruiting, Supervision, Accountability, Mentoring, Selection, Culture Building, Business Growth...
Education
Michigan State University 1983 — 1987
Bachelor of Arts (B.A.), Marketing
Melanie Deskin Melanie Deskin's AXA Advisors Experience May 2012 - August 2012
Job Analyst, Merchandise Information Office at Bloomingdale's
Industry Retail
Experience
Bloomingdale's March 2014 - Present
Atlantic Records September 2012 - December 2012
AXA Advisors May 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Bloomberg Terminal, HTML, Internet Explorer, Teamwork, Public Speaking, Time Management, English, Mac and PC Proficient
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.) Business Administration, Finance ; Minor: Fashion Merchandising
Lorenzo de' Medici: The Italian International Institute 2011 — 2011
Shelton High School 2005 — 2009
Bloomingdale's March 2014 - Present
Atlantic Records September 2012 - December 2012
AXA Advisors May 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Bloomberg Terminal, HTML, Internet Explorer, Teamwork, Public Speaking, Time Management, English, Mac and PC Proficient
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.) Business Administration, Finance ; Minor: Fashion Merchandising
Lorenzo de' Medici: The Italian International Institute 2011 — 2011
Shelton High School 2005 — 2009
Allen Dengler Allen Dengler's AXA Advisors Experience July 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Skills
Customer Service
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Amherst Central High School 2006 — 2010
AXA Advisors July 2014 - Present
Skills
Customer Service
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Amherst Central High School 2006 — 2010
Dax Collison Dax Collison's AXA Advisors Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Southwestern University May 2014 - May 2015
Southwestern University August 2011 - May 2015
Cloud [8] Sixteen, Inc January 2015 - April 2015
JP Morgan Chase- Corporate Investment Banking May 2014 - August 2014
GameStop June 2010 - July 2012
GameStop June 2010 - July 2012
Skills
Facebook, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Networking, Accounting, Teamwork, Microsoft Excel, Management, Public Speaking, Social Media, Event Planning, Research
Education
Southwestern University 2011 — 2015
Business, Business
Massey University 2013 — 2013
Economics and business, Business/Commerce, General
AXA Advisors August 2015 - Present
Southwestern University May 2014 - May 2015
Southwestern University August 2011 - May 2015
Cloud [8] Sixteen, Inc January 2015 - April 2015
JP Morgan Chase- Corporate Investment Banking May 2014 - August 2014
GameStop June 2010 - July 2012
GameStop June 2010 - July 2012
Skills
Facebook, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Networking, Accounting, Teamwork, Microsoft Excel, Management, Public Speaking, Social Media, Event Planning, Research
Education
Southwestern University 2011 — 2015
Business, Business
Massey University 2013 — 2013
Economics and business, Business/Commerce, General
Nicole Beauvais Nicole Beauvais's AXA Advisors Experience September 2012 - December 2012
Job FSO Advisory at Ernst & Young
Industry Financial Services
Experience
Target May 2013 - August 2013
AXA Advisors September 2012 - December 2012
SplashDown Beach Water Park May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Social Networking Sites, Customer Service, Microsoft Excel, Internet Explorer, Accounting, Public Speaking, Management, Research, Time Management, Finance, Leadership, Social Media, Marketing, Microsoft Office, Bloomberg Terminal, Microsoft Access
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Business Administration (Finance) with an Advertising minor, Graduated Summa Cum Laude
Istituto Lorenzo de' Medici (Italian International Institute) 2013 — 2013
Study Abroad Program Spring 2013, 4.0 GPA
Target May 2013 - August 2013
AXA Advisors September 2012 - December 2012
SplashDown Beach Water Park May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Social Networking Sites, Customer Service, Microsoft Excel, Internet Explorer, Accounting, Public Speaking, Management, Research, Time Management, Finance, Leadership, Social Media, Marketing, Microsoft Office, Bloomberg Terminal, Microsoft Access
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Business Administration (Finance) with an Advertising minor, Graduated Summa Cum Laude
Istituto Lorenzo de' Medici (Italian International Institute) 2013 — 2013
Study Abroad Program Spring 2013, 4.0 GPA
Nathan C. Hall Nathan C. Hall's AXA Advisors Experience October 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Kathleen Senior High School August 2010 - August 2013
Education
Michigan State University
AXA Advisors October 2013 - Present
Kathleen Senior High School August 2010 - August 2013
Education
Michigan State University
Scott D'Errico Scott D'Errico's AXA Advisors Experience August 2005 - December 2005
Job College Graduate/ Work Experience Varies
Industry Financial Services
Experience
Local 814 October 2012 - Present
PexSupply.com November 2010 - September 2012
Outlook Preschool August 2009 - September 2010
JPMorgan Chase 2005 - 2008
AXA Advisors August 2005 - December 2005
Skills
Adaptability, Communication, Eclectic, Analytical Skills, Diligent, Quick Thinker
Education
Marist College 2000 — 2004
Bachelor of Arts (BA), Film Theory
Sewanhaka High School 1996 — 2000
High School Diploma, Business, Management, Marketing, and Related Support Services
Local 814 October 2012 - Present
PexSupply.com November 2010 - September 2012
Outlook Preschool August 2009 - September 2010
JPMorgan Chase 2005 - 2008
AXA Advisors August 2005 - December 2005
Skills
Adaptability, Communication, Eclectic, Analytical Skills, Diligent, Quick Thinker
Education
Marist College 2000 — 2004
Bachelor of Arts (BA), Film Theory
Sewanhaka High School 1996 — 2000
High School Diploma, Business, Management, Marketing, and Related Support Services
Megan Downey's AXA Advisors Experience March 2013 - May 2013
Job Account Executive at SourceMedia
Industry Marketing and Advertising
Experience
SourceMedia March 2014 - Present
SourceMedia July 2013 - March 2014
RenewJerseyStronger June 2013 - July 2013
AXA Advisors March 2013 - May 2013
McCann Recreation Center January 2012 - May 2013
Amboy Bank May 2011 - January 2013
MJM Designer Shoes July 2008 - January 2013
Net Publications Inc. September 2012 - December 2012
Woodstock Comedy Festival Inc. January 2012 - May 2012
Marist Institute of Public Opinion October 2009 - May 2011
Skills
Facebook, Event Planning, Email Marketing, Social Networking, Marketing, Customer Service, Microsoft Excel, Leadership, Newsletters, Teamwork, Research, Marketing Strategy, Sales, Social Media, Time Management
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Marketing
National University of Ireland, Galway 2011 — 2011
SourceMedia March 2014 - Present
SourceMedia July 2013 - March 2014
RenewJerseyStronger June 2013 - July 2013
AXA Advisors March 2013 - May 2013
McCann Recreation Center January 2012 - May 2013
Amboy Bank May 2011 - January 2013
MJM Designer Shoes July 2008 - January 2013
Net Publications Inc. September 2012 - December 2012
Woodstock Comedy Festival Inc. January 2012 - May 2012
Marist Institute of Public Opinion October 2009 - May 2011
Skills
Facebook, Event Planning, Email Marketing, Social Networking, Marketing, Customer Service, Microsoft Excel, Leadership, Newsletters, Teamwork, Research, Marketing Strategy, Sales, Social Media, Time Management
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Marketing
National University of Ireland, Galway 2011 — 2011
Jane McCarthy Jane McCarthy's AXA Advisors Experience 2006 - Present
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2006 - Present
Century 21 Country Bumpkin 2006 - 2008
Diversified Investment Advisors September 1985 - October 2005
Education
Mercy College
BAA, Accounting/Finance
AXA Advisors 2006 - Present
Century 21 Country Bumpkin 2006 - 2008
Diversified Investment Advisors September 1985 - October 2005
Education
Mercy College
BAA, Accounting/Finance
Michelle Barron Michelle Barron's AXA Advisors Experience 2008 - June 2011
Job "...creating a world where everyone can access legal protection—and everyone can afford it."
Industry Legal Services
Experience
Legal Shield May 2011 - Present
AXA Advisors 2008 - June 2011
Home School 2002 - 2007
AVAYA 1998 - 2002
Lucent Technologies/Bell Labs 1998 - 2000
Kennesaw State University (Project Horizon for AT&T) 1994 - 1998
Skills
Coaching, Leadership Development, Customer Service, Recruiting, Public Speaking, Employee Benefits, Budgets, Cold Calling, Marketing, Human Resources, Leadership, Training, Time Management, Staff Development, Sales
Education
The University of Georgia 1996 — 2000
Masters, HROD
Mercer University 1985 — 1990
Bachelors, Education
South Gwinnett High School 1980 — 1984
Diploma, Child Development
Legal Shield May 2011 - Present
AXA Advisors 2008 - June 2011
Home School 2002 - 2007
AVAYA 1998 - 2002
Lucent Technologies/Bell Labs 1998 - 2000
Kennesaw State University (Project Horizon for AT&T) 1994 - 1998
Skills
Coaching, Leadership Development, Customer Service, Recruiting, Public Speaking, Employee Benefits, Budgets, Cold Calling, Marketing, Human Resources, Leadership, Training, Time Management, Staff Development, Sales
Education
The University of Georgia 1996 — 2000
Masters, HROD
Mercer University 1985 — 1990
Bachelors, Education
South Gwinnett High School 1980 — 1984
Diploma, Child Development
Keith S. Mazurek, Jr. Keith S. Mazurek, Jr.'s AXA Advisors Experience January 2012 - July 2014
Job Client Acquisition Specialist at iCIMS
Industry Computer Software
Experience
iCIMS August 2014 - Present
AXA Advisors January 2012 - July 2014
Rumson Country Club May 2009 - October 2011
Markel December 2008 - January 2009
Nike Junior Golf Camp June 2007 - July 2008
Virtual Dunes Golf November 2005 - March 2007
Education
McDaniel College 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Rumson Fair-Haven Regional High School 2003 — 2007
iCIMS August 2014 - Present
AXA Advisors January 2012 - July 2014
Rumson Country Club May 2009 - October 2011
Markel December 2008 - January 2009
Nike Junior Golf Camp June 2007 - July 2008
Virtual Dunes Golf November 2005 - March 2007
Education
McDaniel College 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Rumson Fair-Haven Regional High School 2003 — 2007
Matthew C. Essmann Matthew C. Essmann's AXA Advisors Experience November 2009 - Present
Job Managing Partner at Cornerstone Financial Services, LLC
Industry Financial Services
Experience
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors November 2009 - Present
General Motors January 2008 - November 2009
General Motors August 2005 - December 2007
General Motors April 2004 - August 2005
Skills
Business Planning, Strategic Financial..., Risk Management, Retirement Planning, Executive Benefit..., Group Benefits Planning, Life Insurance &...
Education
Oakland University 2005 — 2007
Master of Business Administration (MBA), International Business
Michigan State University 1997 — 2000
BA, Supply Chain Management & Finance
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors November 2009 - Present
General Motors January 2008 - November 2009
General Motors August 2005 - December 2007
General Motors April 2004 - August 2005
Skills
Business Planning, Strategic Financial..., Risk Management, Retirement Planning, Executive Benefit..., Group Benefits Planning, Life Insurance &...
Education
Oakland University 2005 — 2007
Master of Business Administration (MBA), International Business
Michigan State University 1997 — 2000
BA, Supply Chain Management & Finance
Winslow Hayward's AXA Advisors Experience August 2009 - Present
Job Regional Vice President, The Bailey Group
Industry Financial Services
Experience
The Bailey Group June 2011 - Present
AXA Advisors August 2009 - Present
Fannie Mae May 1983 - October 2008
Education
Massachusetts Institute of Technology 1979 — 1981
MS, Civil Engineering - Science Policy
Trinity College-Hartford 1971 — 1976
BA, Urban Studies
The Bailey Group June 2011 - Present
AXA Advisors August 2009 - Present
Fannie Mae May 1983 - October 2008
Education
Massachusetts Institute of Technology 1979 — 1981
MS, Civil Engineering - Science Policy
Trinity College-Hartford 1971 — 1976
BA, Urban Studies
Andy Frye Andy Frye's AXA Advisors Experience October 2003 - May 2006
Job Writer | Journalist | Social Media | Sports Writer | Content Strategist | Copywriter
Industry Online Media
Experience
ESPN June 2011 - Present
AffinityX October 2014 - Present
Chicago Tribune Media Group January 2014 - Present
Centered Therapy Chicago, LLC January 2014 - Present
Shameless Sports + Social Media July 2014 - Present
Chicago Sun-Times February 2012 - October 2014
Associated Foreign Exchange Limited 2012 - 2014
Alternative Investment Resource, LLC January 2012 - July 2012
COUNTRY® Financial May 2006 - May 2011
AXA Advisors October 2003 - May 2006
Skills
Risk Management, Strategic Planning, Derivatives, Wealth Management, Management, Alternative Investments, Investments, Series 7, FX Hedging, Sales, FX Options, Blogging, Leadership, Social Media, Social Media Marketing, Finance, Mutual Funds, Public Speaking, Marketing, Marketing Strategy, Social Networking, Training, Business Development, New Business Development, Salesforce.com, Hedge Funds, Account Management, Start-ups, Public Relations, Integrated Marketing, CRM, Feature Articles, Profile Pieces, Marketing Communications, Writing, Newspapers
Education
University of Illinois at Chicago 2003 — 2006
MBA, Marketing
Miami University 1991 — 1994
BA, International Studies, International Relations & Diplomacy
The Players Workshop 1995 — 1996
Improvisational Comedy & Writing
University of Mississippi 1990 — 1991
transferred, Jouralism
Hatboro-Horsham Sr High 1986 — 1990
ESPN June 2011 - Present
AffinityX October 2014 - Present
Chicago Tribune Media Group January 2014 - Present
Centered Therapy Chicago, LLC January 2014 - Present
Shameless Sports + Social Media July 2014 - Present
Chicago Sun-Times February 2012 - October 2014
Associated Foreign Exchange Limited 2012 - 2014
Alternative Investment Resource, LLC January 2012 - July 2012
COUNTRY® Financial May 2006 - May 2011
AXA Advisors October 2003 - May 2006
Skills
Risk Management, Strategic Planning, Derivatives, Wealth Management, Management, Alternative Investments, Investments, Series 7, FX Hedging, Sales, FX Options, Blogging, Leadership, Social Media, Social Media Marketing, Finance, Mutual Funds, Public Speaking, Marketing, Marketing Strategy, Social Networking, Training, Business Development, New Business Development, Salesforce.com, Hedge Funds, Account Management, Start-ups, Public Relations, Integrated Marketing, CRM, Feature Articles, Profile Pieces, Marketing Communications, Writing, Newspapers
Education
University of Illinois at Chicago 2003 — 2006
MBA, Marketing
Miami University 1991 — 1994
BA, International Studies, International Relations & Diplomacy
The Players Workshop 1995 — 1996
Improvisational Comedy & Writing
University of Mississippi 1990 — 1991
transferred, Jouralism
Hatboro-Horsham Sr High 1986 — 1990
John Torpy John Torpy's AXA Advisors Experience January 1999 - August 2001
Job Regional Sales Director at Depomed, Inc.
Industry Pharmaceuticals
Experience
Depomed, Inc. January 2014 - Present
Depomed, Inc. July 2011 - December 2013
Pfizer December 2009 - September 2011
King Pharmaceuticals September 2007 - December 2009
King Pharmaceuticals August 2001 - December 2009
AXA Advisors January 1999 - August 2001
Datek Online 1997 - 2001
Education
McDaniel College 1993 — 1997
B.A, Communication
Western Maryland College 1993 — 1997
Bachelor of Arts (B.A.), Communication
Avon Old Farms
Depomed, Inc. January 2014 - Present
Depomed, Inc. July 2011 - December 2013
Pfizer December 2009 - September 2011
King Pharmaceuticals September 2007 - December 2009
King Pharmaceuticals August 2001 - December 2009
AXA Advisors January 1999 - August 2001
Datek Online 1997 - 2001
Education
McDaniel College 1993 — 1997
B.A, Communication
Western Maryland College 1993 — 1997
Bachelor of Arts (B.A.), Communication
Avon Old Farms
Alexandra Lopez-Vila's AXA Advisors Experience May 2013 - July 2013
Job International Property Consulting at TripAdvisor
Industry Leisure, Travel & Tourism
Experience
TripAdvisor October 2014 - Present
AllianceBernstein June 2014 - September 2014
FCB Global August 2013 - May 2014
Wellesley College September 2012 - May 2014
FCB Health June 2013 - August 2013
AXA Advisors May 2013 - July 2013
AXA Advisors May 2011 - September 2012
Education
Wellesley College 2010 — 2014
B.A., Economics and Spanish
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Business Administration and Management, General
Amity High School 2006 — 2010
High School
Jesus Maria Sant Gervasi 1995 — 2000
TripAdvisor October 2014 - Present
AllianceBernstein June 2014 - September 2014
FCB Global August 2013 - May 2014
Wellesley College September 2012 - May 2014
FCB Health June 2013 - August 2013
AXA Advisors May 2013 - July 2013
AXA Advisors May 2011 - September 2012
Education
Wellesley College 2010 — 2014
B.A., Economics and Spanish
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Business Administration and Management, General
Amity High School 2006 — 2010
High School
Jesus Maria Sant Gervasi 1995 — 2000
Nick Palzer's AXA Advisors Experience February 2013 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Skills
Retirement Planning, Small Business, Brokerage Services, Annuity Sales, Financial Analysis, Expense Management, Communication Skills, Investor Relations, Forecasting, Microsoft Excel/Access, Leadership, Permanent Life Insurance, Term Life Insurance
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science in Financial Planning and Insurance with a Minor in Business Administration;, Studied: Finance, Life Insurance, Economics, Estate Planning, Business Management, Accounting, Law
AXA Advisors February 2013 - Present
Skills
Retirement Planning, Small Business, Brokerage Services, Annuity Sales, Financial Analysis, Expense Management, Communication Skills, Investor Relations, Forecasting, Microsoft Excel/Access, Leadership, Permanent Life Insurance, Term Life Insurance
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science in Financial Planning and Insurance with a Minor in Business Administration;, Studied: Finance, Life Insurance, Economics, Estate Planning, Business Management, Accounting, Law
Robert McNeill Jr Robert McNeill Jr's AXA Advisors Experience January 2011 - Present
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
Brick PAL June 2004 - January 2011
Skills
Retirement Planning, Business Planning, Employee Benefits, Wealth Management, Estate Planning, Risk Management, Portfolio Management, Financial Needs Analysis, Life Insurance..., Disability Insurance..., Health Insurance..., Long Term Care...
Education
Monmouth University 2008 — 2010
Bachelor's, Finance
Ocean County College 2007 — 2008
Associate's, Business
University of Tampa 2006 — 2007
Business
AXA Advisors January 2011 - Present
Brick PAL June 2004 - January 2011
Skills
Retirement Planning, Business Planning, Employee Benefits, Wealth Management, Estate Planning, Risk Management, Portfolio Management, Financial Needs Analysis, Life Insurance..., Disability Insurance..., Health Insurance..., Long Term Care...
Education
Monmouth University 2008 — 2010
Bachelor's, Finance
Ocean County College 2007 — 2008
Associate's, Business
University of Tampa 2006 — 2007
Business
Anjali Menon Anjali Menon's AXA Advisors Experience February 2010 - July 2010
Job Logistics Trainee at Morton Salt
Industry Logistics and Supply Chain
Experience
Morton Salt July 2015 - Present
Loyola University Chicago- Supply and Value Chain Center January 2014 - Present
Storck March 2015 - July 2015
APICS November 2014 - December 2014
U.S. Cellular June 2014 - August 2014
World Trade Center Wisconsin June 2011 - July 2013
Marquette University September 2010 - May 2012
AXA Advisors February 2010 - July 2010
Strategic Group Acquisition November 2009 - February 2010
3DK Consultingbecame Strategic Group August 2009 - October 2009
Skills
Leadership, French, Interviews, Microsoft Excel, Personnel Management, Spanish, Analysis, Cross-cultural, SPSS, SAP, PowerPoint, Self Directed, Nonprofits, S&OP implementation, Microsoft Access, Public Speaking, Human Resources, College Recruiting, Close Attention to..., SAP APO, Problem Solving, Emotional Intelligence, Creativity, Customer Service, Excel, Non-profits, Interviewing, Proactive, Organized Multi-tasker, Flexible to Change, Recruiting, Project Management, Event Planning, Multi-cultural...
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management and Information Systems
Marquette University Graduate School of Management 2010 — 2012
Masters of Science, Human Resources Management, 3.682
Marquette University 2005 — 2009
Bachelor of Science, Marketing and International Business
Morton Salt July 2015 - Present
Loyola University Chicago- Supply and Value Chain Center January 2014 - Present
Storck March 2015 - July 2015
APICS November 2014 - December 2014
U.S. Cellular June 2014 - August 2014
World Trade Center Wisconsin June 2011 - July 2013
Marquette University September 2010 - May 2012
AXA Advisors February 2010 - July 2010
Strategic Group Acquisition November 2009 - February 2010
3DK Consultingbecame Strategic Group August 2009 - October 2009
Skills
Leadership, French, Interviews, Microsoft Excel, Personnel Management, Spanish, Analysis, Cross-cultural, SPSS, SAP, PowerPoint, Self Directed, Nonprofits, S&OP implementation, Microsoft Access, Public Speaking, Human Resources, College Recruiting, Close Attention to..., SAP APO, Problem Solving, Emotional Intelligence, Creativity, Customer Service, Excel, Non-profits, Interviewing, Proactive, Organized Multi-tasker, Flexible to Change, Recruiting, Project Management, Event Planning, Multi-cultural...
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management and Information Systems
Marquette University Graduate School of Management 2010 — 2012
Masters of Science, Human Resources Management, 3.682
Marquette University 2005 — 2009
Bachelor of Science, Marketing and International Business
Nate Barnes Nate Barnes's AXA Advisors Experience June 2005 - May 2007
Job Wealth Management Consultant at Saybrus Partners, Inc.
Industry Financial Services
Experience
Saybrus Partners July 2008 - Present
Wachovia, A Wells Fargo Company June 2007 - July 2008
AXA Advisors June 2005 - May 2007
Skills
Series 7, Life Insurance, Estate Planning, Retirement Planning, Asset Management, Investments, Insurance, Securities, Fixed Annuities, Long-term Care, Strategic Financial..., Wealth, Wealth Management, Finance, Retirement, Series 63, Mutual Funds, Series 6, Disability Insurance, Term Life Insurance, 401k, Financial Advisory, Financial Services, Financial Planning
Education
Metropolitan State University of Denver 2004 — 2005
Bachelor of Science (BS), Finance and Economics
University of Colorado Boulder 2000 — 2004
BS Finance, Finance
Saybrus Partners July 2008 - Present
Wachovia, A Wells Fargo Company June 2007 - July 2008
AXA Advisors June 2005 - May 2007
Skills
Series 7, Life Insurance, Estate Planning, Retirement Planning, Asset Management, Investments, Insurance, Securities, Fixed Annuities, Long-term Care, Strategic Financial..., Wealth, Wealth Management, Finance, Retirement, Series 63, Mutual Funds, Series 6, Disability Insurance, Term Life Insurance, 401k, Financial Advisory, Financial Services, Financial Planning
Education
Metropolitan State University of Denver 2004 — 2005
Bachelor of Science (BS), Finance and Economics
University of Colorado Boulder 2000 — 2004
BS Finance, Finance
Randy Reina Randy Reina's AXA Advisors Experience July 2009 - September 2010
Job Supervisor, Sample Accountability at J. Knipper & Company
Industry Pharmaceuticals
Experience
J. Knipper & Company May 2013 - Present
J. Knipper & Company April 2013 - May 2013
MySTRO, an inVentiv Health company September 2010 - April 2013
AXA Advisors July 2009 - September 2010
CSAV February 2008 - July 2009
FactSet Research Systems February 2005 - November 2007
Skills
Sample Management, Sample Analyst, Shipping/receiving, Container Shipping, Market Analysis, Requirements Analysis, Advisory, Team Leadership, Training & Development, Coaching, Market Research, Policy Analysis, Legal Compliance, Regulatory Strategy, Editing, Reporting & Analysis, Tutoring, Mentoring, Database Administration, Maritime Operations, c++, pascal, mac, mac osx, Microsoft Excel, Access, Reports, Izenda, Visio, Process Flow Charts, Ad Hoc Reporting, Finance, Marketing, Mergers, Compliance, Data Analysis, PowerPoint, Financial Analysis, Microsoft Office, Public Speaking, Customer Service, Management, Analysis, Process Improvement, Outlook, Microsoft Word, Research, Sales Management, Spanish, New Business Development
Education
Monmouth University 2000 — 2004
Bachelor of Science Business Administration, Finance
North Jersey School of Real Estate 2006 — 2006
NJ Real Estate license, Real Estate
J. Knipper & Company May 2013 - Present
J. Knipper & Company April 2013 - May 2013
MySTRO, an inVentiv Health company September 2010 - April 2013
AXA Advisors July 2009 - September 2010
CSAV February 2008 - July 2009
FactSet Research Systems February 2005 - November 2007
Skills
Sample Management, Sample Analyst, Shipping/receiving, Container Shipping, Market Analysis, Requirements Analysis, Advisory, Team Leadership, Training & Development, Coaching, Market Research, Policy Analysis, Legal Compliance, Regulatory Strategy, Editing, Reporting & Analysis, Tutoring, Mentoring, Database Administration, Maritime Operations, c++, pascal, mac, mac osx, Microsoft Excel, Access, Reports, Izenda, Visio, Process Flow Charts, Ad Hoc Reporting, Finance, Marketing, Mergers, Compliance, Data Analysis, PowerPoint, Financial Analysis, Microsoft Office, Public Speaking, Customer Service, Management, Analysis, Process Improvement, Outlook, Microsoft Word, Research, Sales Management, Spanish, New Business Development
Education
Monmouth University 2000 — 2004
Bachelor of Science Business Administration, Finance
North Jersey School of Real Estate 2006 — 2006
NJ Real Estate license, Real Estate
Tom Geraghty Tom Geraghty's AXA Advisors Experience Account ExecutiveFujitsu Technology Solutions2003 - 2004
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Account ExecutiveFujitsu Technology Solutions2003 - 2004
Sybase 2000 - 2001
Oce 2000 - 2000
Pyramid Technology-Siemens 1993 - 1999
Seer Technology 1993 - 1994
Amdahl Corporation 1991 - 1992
Hitachi Data Systems 1985 - 1991
Stratus Computer 1982 - 1985
Storage Tek 1979 - 1982
Deltak 1975 - 1979
Education
Marquette University 1961 — 1964
EE
AXA Advisors Account ExecutiveFujitsu Technology Solutions2003 - 2004
Sybase 2000 - 2001
Oce 2000 - 2000
Pyramid Technology-Siemens 1993 - 1999
Seer Technology 1993 - 1994
Amdahl Corporation 1991 - 1992
Hitachi Data Systems 1985 - 1991
Stratus Computer 1982 - 1985
Storage Tek 1979 - 1982
Deltak 1975 - 1979
Education
Marquette University 1961 — 1964
EE
JT Garrity JT Garrity's AXA Advisors Experience November 2006 - January 2008
Job Financial Recruiter at Baker Tilly Search & Staffing, LLC
Industry Staffing and Recruiting
Experience
Baker Tilly Search & Staffing May 2014 - Present
Russell Investments April 2011 - May 2014
BMO Harris Bank November 2010 - April 2011
BMO Harris Bank January 2010 - November 2010
Dollar Bank, FSB August 2009 - December 2009
Zimmerman August 2008 - May 2009
AXA Advisors November 2006 - January 2008
Skills
Finance, Sales, Recruiting, Leadership, Marketing, Accounting, Financial Analysis, Investments, Financial Reporting, Wholesale, Mutual Funds, Asset Allocation, Financial Services, Series 7, Banking, Permanent Staffing, Permanent Placement, Permanent Search, Interviews
Education
Marquette University
Bachelor of Science (B.S.), Finance & Marketing
Catholic Memorial High School
Baker Tilly Search & Staffing May 2014 - Present
Russell Investments April 2011 - May 2014
BMO Harris Bank November 2010 - April 2011
BMO Harris Bank January 2010 - November 2010
Dollar Bank, FSB August 2009 - December 2009
Zimmerman August 2008 - May 2009
AXA Advisors November 2006 - January 2008
Skills
Finance, Sales, Recruiting, Leadership, Marketing, Accounting, Financial Analysis, Investments, Financial Reporting, Wholesale, Mutual Funds, Asset Allocation, Financial Services, Series 7, Banking, Permanent Staffing, Permanent Placement, Permanent Search, Interviews
Education
Marquette University
Bachelor of Science (B.S.), Finance & Marketing
Catholic Memorial High School
Eric Saenz Eric Saenz's AXA Advisors Experience June 2012 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2012 - Present
Skills
Retirement Planning, Networking, Life Insurance Planning
Education
Monmouth University 2006 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Ocean County College
AXA Advisors June 2012 - Present
Skills
Retirement Planning, Networking, Life Insurance Planning
Education
Monmouth University 2006 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Ocean County College
Jerry Ernst, ChFC, LUTCF, CLU's AXA Advisors Experience 2008 - 2011
Job Staff Manager
Industry Financial Services
Experience
Western & Southern Financial Group June 2015 - Present
Yadkin Wealth April 2014 - March 2015
New York Life 2011 - 2014
AXA Advisors 2008 - 2011
New York Life 2000 - 2008
Principal Financial Group 1997 - 2000
Education
Miami University
Bachelor of Applied Science (BASc)
Western & Southern Financial Group June 2015 - Present
Yadkin Wealth April 2014 - March 2015
New York Life 2011 - 2014
AXA Advisors 2008 - 2011
New York Life 2000 - 2008
Principal Financial Group 1997 - 2000
Education
Miami University
Bachelor of Applied Science (BASc)
Brendan Hanley Brendan Hanley's AXA Advisors Experience October 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Oakland Hills Country Club May 2004 - October 2013
DAN HENRY DISTRIBUTING COMPANY October 2012 - April 2013
The Delta Chi Fraternity, Inc. October 2011 - October 2012
The Delta Chi Fraternity, Inc. October 2010 - October 2011
The Delta Chi Fraternity, Inc. January 2010 - October 2010
Skills
Management, Budgets, Time Management, PowerPoint, Public Speaking, Team Leadership, Public Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Social Networking, Teamwork, Customer Service, Access, Event Planning, Marketing, Facebook
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of St. Andrews 2011 — 2011
International Business
AXA Advisors October 2013 - Present
Oakland Hills Country Club May 2004 - October 2013
DAN HENRY DISTRIBUTING COMPANY October 2012 - April 2013
The Delta Chi Fraternity, Inc. October 2011 - October 2012
The Delta Chi Fraternity, Inc. October 2010 - October 2011
The Delta Chi Fraternity, Inc. January 2010 - October 2010
Skills
Management, Budgets, Time Management, PowerPoint, Public Speaking, Team Leadership, Public Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Social Networking, Teamwork, Customer Service, Access, Event Planning, Marketing, Facebook
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of St. Andrews 2011 — 2011
International Business
Matthew Herek Matthew Herek's AXA Advisors Experience July 2013 - March 2014
Job Collections Officer at Staley Credit Union
Industry Banking
Experience
Staley Credit Union February 2015 - Present
Kohl's Department Stores September 2014 - April 2015
AXA Advisors July 2013 - March 2014
Skeff Distributing June 2012 - May 2013
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Life Insurance, Fixed Annuities, Asset Allocation, Estate Planning, Securities, Financial Advisory, Investment Strategies
Education
Millikin University 2009 — 2013
Bachelor of Science (BS), Finance
Staley Credit Union February 2015 - Present
Kohl's Department Stores September 2014 - April 2015
AXA Advisors July 2013 - March 2014
Skeff Distributing June 2012 - May 2013
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Life Insurance, Fixed Annuities, Asset Allocation, Estate Planning, Securities, Financial Advisory, Investment Strategies
Education
Millikin University 2009 — 2013
Bachelor of Science (BS), Finance
Eric Jaworski Eric Jaworski's AXA Advisors Experience September 2013 - Present
Job .
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Army National Guard 2006 - 2013
Skills
Military Training, Team Leadership, Teamwork, Problem Solving, Customer Service
Education
Minnesota State University, Moorhead 2004 — 2009
B.A., Criminal Justice and Corrections
Tartan
AXA Advisors September 2013 - Present
Army National Guard 2006 - 2013
Skills
Military Training, Team Leadership, Teamwork, Problem Solving, Customer Service
Education
Minnesota State University, Moorhead 2004 — 2009
B.A., Criminal Justice and Corrections
Tartan
James Vanden Branden, MAS, CPA James Vanden Branden, MAS, CPA's AXA Advisors Experience 1994 - 2008
Job Income Tax Expert and Independent ELearning Professional
Industry Accounting
Experience
James Vanden Branden, CPA 2011 - Present
National Association of Tax Professionals 2008 - 2011
AXA Advisors 1994 - 2008
American Express Financial Services 1992 - 1994
Schenck & Associates 1989 - 1992
Arthur Andersen & Co 1986 - 1989
Education
Marquette University 1984 — 1986
Master of Accounting Science, Accounting
University of Wisconsin-Green Bay 1978 — 1984
Bachelor of Arts, Managerial Accounting
James Vanden Branden, CPA 2011 - Present
National Association of Tax Professionals 2008 - 2011
AXA Advisors 1994 - 2008
American Express Financial Services 1992 - 1994
Schenck & Associates 1989 - 1992
Arthur Andersen & Co 1986 - 1989
Education
Marquette University 1984 — 1986
Master of Accounting Science, Accounting
University of Wisconsin-Green Bay 1978 — 1984
Bachelor of Arts, Managerial Accounting
Chris Heying Chris Heying's AXA Advisors Experience May 1996 - July 2000
Job Senior Financial Advisor at US Bancorp
Industry Financial Services
Experience
US Bancorp January 2006 - Present
CUNA Mutual Group July 2000 - December 2005
AXA Advisors May 1996 - July 2000
Famous Footwear 1995 - 1996
Viking Insurance 1990 - 1993
Skills
Retirement Planning, Series 7, Fixed Annuities, Strategic Financial..., Insurance, Series 63, Series 65, Retirement, Asset Allocation, Mutual Funds, Wealth Management, Investments, Loans, Investment Advisory, IRAs, 401k, Estate Planning, Portfolio Management
Education
Marquette University 1983 — 1987
Bachelor of Science (B.S.), Business Administration
US Bancorp January 2006 - Present
CUNA Mutual Group July 2000 - December 2005
AXA Advisors May 1996 - July 2000
Famous Footwear 1995 - 1996
Viking Insurance 1990 - 1993
Skills
Retirement Planning, Series 7, Fixed Annuities, Strategic Financial..., Insurance, Series 63, Series 65, Retirement, Asset Allocation, Mutual Funds, Wealth Management, Investments, Loans, Investment Advisory, IRAs, 401k, Estate Planning, Portfolio Management
Education
Marquette University 1983 — 1987
Bachelor of Science (B.S.), Business Administration
Charles Bremer Charles Bremer's AXA Advisors Experience November 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Ruby's Homemade, LLC April 2011 - Present
Hawkins, Inc. January 2012 - November 2012
Imaging Path February 2010 - January 2012
Richfield-Bloomington Honda October 2007 - May 2008
Motorwerks BMW/Mini November 2005 - September 2007
Richfield-Bloomington Honda June 2004 - October 2005
Skills
Money Management, Investment Advisory..., Financial Analysis, Small Business, Financial Forecasting, Credit Analysis, Leadership, Compliance Management
Education
Metropolitan State University 2008 — 2010
Bachelors of Science, Business Administration
Dunwoody 2004 — 2006
Diploma, Automotive Service
St. Cloud State University 1997 — 1999
Associates, General Education
AXA Advisors November 2012 - Present
Ruby's Homemade, LLC April 2011 - Present
Hawkins, Inc. January 2012 - November 2012
Imaging Path February 2010 - January 2012
Richfield-Bloomington Honda October 2007 - May 2008
Motorwerks BMW/Mini November 2005 - September 2007
Richfield-Bloomington Honda June 2004 - October 2005
Skills
Money Management, Investment Advisory..., Financial Analysis, Small Business, Financial Forecasting, Credit Analysis, Leadership, Compliance Management
Education
Metropolitan State University 2008 — 2010
Bachelors of Science, Business Administration
Dunwoody 2004 — 2006
Diploma, Automotive Service
St. Cloud State University 1997 — 1999
Associates, General Education
Frank Kellert Frank Kellert's AXA Advisors Experience 2007 - 2010
Job Sales Producer at Classic Benefits Management
Industry Insurance
Experience
Classic Benefits Management July 2015 - Present
Allstate September 2011 - June 2015
The Georgia Group- An Office of New England Financial 2010 - 2010
AXA Advisors 2007 - 2010
Delta Air Lines 1978 - 2007
Skills
Retirement Planning, Investments, Communication, Property & Casualty..., Retirement Savings, Insurance, Long-term Care, Term Life Insurance, Life Insurance, Umbrella Insurance, Finance, Small Business, Disability Insurance, IRAs, Coaching, Fixed Annuities, Financial Planners, Employee Benefits, Management, Health Insurance, Strategic Financial..., Retirement, Whole Life, Underwriting, General Insurance, Mutual Funds, Sales Management, Commercial Insurance, Liability, Workers Compensation, Homeowners, Competitive Analysis, Long Term Care Insurance, Risk Management, Financial Planning
Education
University of Miami - School of Business 1977 — 1978
MBA, Management
Mercer University 1973 — 1977
Business, Economics
Classic Benefits Management July 2015 - Present
Allstate September 2011 - June 2015
The Georgia Group- An Office of New England Financial 2010 - 2010
AXA Advisors 2007 - 2010
Delta Air Lines 1978 - 2007
Skills
Retirement Planning, Investments, Communication, Property & Casualty..., Retirement Savings, Insurance, Long-term Care, Term Life Insurance, Life Insurance, Umbrella Insurance, Finance, Small Business, Disability Insurance, IRAs, Coaching, Fixed Annuities, Financial Planners, Employee Benefits, Management, Health Insurance, Strategic Financial..., Retirement, Whole Life, Underwriting, General Insurance, Mutual Funds, Sales Management, Commercial Insurance, Liability, Workers Compensation, Homeowners, Competitive Analysis, Long Term Care Insurance, Risk Management, Financial Planning
Education
University of Miami - School of Business 1977 — 1978
MBA, Management
Mercer University 1973 — 1977
Business, Economics
Steve Schutte, CSA Steve Schutte, CSA's AXA Advisors Experience January 1999 - April 2000
Job Partner at Corporate Benefit Solutions, LLC
Industry Insurance
Experience
Corporate Benefit Solutions, LLC May 2002 - Present
Unum April 2000 - May 2002
AXA Advisors January 1999 - April 2000
PMC Machinery January 1998 - January 1999
Sealing Resource, Inc October 1992 - January 1998
Weather King Windows and Doors November 1989 - October 1992
Skills
Employee Benefits, Term Life Insurance, Insurance, Life Insurance, Health Insurance, Long-term Care, Brokers, Fixed Annuities, Workers Compensation, Retirement Planning
Education
Michigan State University 1984 — 1989
BA, Communications, Marketing
Birmingham Seaholm 1980 — 1984
College Prep
Corporate Benefit Solutions, LLC May 2002 - Present
Unum April 2000 - May 2002
AXA Advisors January 1999 - April 2000
PMC Machinery January 1998 - January 1999
Sealing Resource, Inc October 1992 - January 1998
Weather King Windows and Doors November 1989 - October 1992
Skills
Employee Benefits, Term Life Insurance, Insurance, Life Insurance, Health Insurance, Long-term Care, Brokers, Fixed Annuities, Workers Compensation, Retirement Planning
Education
Michigan State University 1984 — 1989
BA, Communications, Marketing
Birmingham Seaholm 1980 — 1984
College Prep
Gregory J. Lewis, CFP, MBA, RTRP Gregory J. Lewis, CFP, MBA, RTRP's AXA Advisors Experience 2000 - 2005
Job Vice President at Independent Retirement Advisors
Industry Financial Services
Experience
UnitedHealthcare September 2010 - Present
Greenberg Financial Services January 2009 - Present
Independent Retirement Advisors October 2005 - Present
AXA Advisors 2000 - 2005
American LaFrance 1998 - 1999
Gemcor 1997 - 1997
ACCO Brands 1995 - 1997
ITT 1994 - 1995
ITT Space Systems Division 1991 - 1994
ITT Avionics 1988 - 1991
Skills
Business Planning, Retirement Planning, Mergers, Strategic Planning, Business Development, Strategic Financial..., Succession Planning, Investments, Wealth Management, Valuation, Portfolio Management, Life Insurance, Insurance, Risk Management, Asset Managment
Education
The University of Dallas 1983 — 1987
MBA, Operations Management
State University of New York College at Buffalo 1980 — 1983
BS, Industrial Technology
Mohawk Valley Community College 1979 — 1981
AAS, Mechanical Engineering Technology
Grand Island High School 1975 — 1979
NY State Regents, College Prep
UnitedHealthcare September 2010 - Present
Greenberg Financial Services January 2009 - Present
Independent Retirement Advisors October 2005 - Present
AXA Advisors 2000 - 2005
American LaFrance 1998 - 1999
Gemcor 1997 - 1997
ACCO Brands 1995 - 1997
ITT 1994 - 1995
ITT Space Systems Division 1991 - 1994
ITT Avionics 1988 - 1991
Skills
Business Planning, Retirement Planning, Mergers, Strategic Planning, Business Development, Strategic Financial..., Succession Planning, Investments, Wealth Management, Valuation, Portfolio Management, Life Insurance, Insurance, Risk Management, Asset Managment
Education
The University of Dallas 1983 — 1987
MBA, Operations Management
State University of New York College at Buffalo 1980 — 1983
BS, Industrial Technology
Mohawk Valley Community College 1979 — 1981
AAS, Mechanical Engineering Technology
Grand Island High School 1975 — 1979
NY State Regents, College Prep
Tom Alessi's AXA Advisors Experience January 2000 - December 2011
Job President at Westwood Wealth Advisors
Industry Financial Services
Experience
Westwood Wealth Advisors February 2014 - Present
CCO Investment Services January 2012 - January 2014
AXA Advisors January 2000 - December 2011
Cost Management Corp February 1994 - August 1999
National Amusements November 1985 - December 1993
Education
Massachusetts College of Liberal Arts 1981 — 1984
BA
Needham High School 1978 — 1981
Graduate
Westwood Wealth Advisors February 2014 - Present
CCO Investment Services January 2012 - January 2014
AXA Advisors January 2000 - December 2011
Cost Management Corp February 1994 - August 1999
National Amusements November 1985 - December 1993
Education
Massachusetts College of Liberal Arts 1981 — 1984
BA
Needham High School 1978 — 1981
Graduate
Brenda Vargas Brenda Vargas's AXA Advisors Experience April 2008 - December 2011
Job Financial & Insurance Specialist
Industry Financial Services
Experience
Golish Financial Group, LLC January 2012 - Present
MCH 2010 - 2013
MassMutual Financial Group 2011 - 2012
AXA Advisors April 2008 - December 2011
Delgado Brothers Real Estate Developers August 2003 - April 2008
Skills
Estate Planning, Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Health Insurance, Retirement, Investments, Investment Advisory, Term Life Insurance, Banking, Wealth Management, Long Term Care Insurance, Asset Managment, Whole Life, Asset Management, Financial Advisory, Fixed Annuities, Risk Management, Portfolio Management
Education
Miami Dade College 2001 — 2003
Golish Financial Group, LLC January 2012 - Present
MCH 2010 - 2013
MassMutual Financial Group 2011 - 2012
AXA Advisors April 2008 - December 2011
Delgado Brothers Real Estate Developers August 2003 - April 2008
Skills
Estate Planning, Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Health Insurance, Retirement, Investments, Investment Advisory, Term Life Insurance, Banking, Wealth Management, Long Term Care Insurance, Asset Managment, Whole Life, Asset Management, Financial Advisory, Fixed Annuities, Risk Management, Portfolio Management
Education
Miami Dade College 2001 — 2003
Adam C. Zaske's AXA Advisors Experience September 2010 - Present
Job Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors September 2010 - Present
Education
Minnesota State University, Mankato
Bachelor of Science (BS)
AXA Advisors September 2010 - Present
Education
Minnesota State University, Mankato
Bachelor of Science (BS)
Josh Bublitz's AXA Advisors Experience October 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
CrossFit Providence February 2011 - June 2013
Shape Up RI June 2010 - July 2011
Bell Mobility August 2009 - June 2010
Deep Sea Divers Den June 2007 - March 2008
Education
Massey University 2011 — 2015
BBS, Finance (Major); Accounting (Minor)
Palmerston North Boys' High School 1999 — 2003
University Entrance
AXA Advisors October 2013 - Present
CrossFit Providence February 2011 - June 2013
Shape Up RI June 2010 - July 2011
Bell Mobility August 2009 - June 2010
Deep Sea Divers Den June 2007 - March 2008
Education
Massey University 2011 — 2015
BBS, Finance (Major); Accounting (Minor)
Palmerston North Boys' High School 1999 — 2003
University Entrance
Jeffrey Zimmer Jeffrey Zimmer's AXA Advisors Experience September 2009 - August 2010
Job at AUSDAL FINANCIAL PARTNERS
Industry Financial Services
Experience
Ausdal Financial Partners September 2010 - Present
AXA Advisors September 2009 - August 2010
Retired and enjoying life January 2007 - August 2009
Independent Consulting November 2005 - November 2006
Merrill Lynch June 1992 - May 2005
Merrill Lynch October 1980 - June 2002
Skills
Securities, Investments, Mergers & Acquisitions, Consulting, Management, Strategic Financial..., Retirement Planning, Mergers, Wealth Management
Education
Miami University 1966 — 1970
BS, Business Adminstration
Ausdal Financial Partners September 2010 - Present
AXA Advisors September 2009 - August 2010
Retired and enjoying life January 2007 - August 2009
Independent Consulting November 2005 - November 2006
Merrill Lynch June 1992 - May 2005
Merrill Lynch October 1980 - June 2002
Skills
Securities, Investments, Mergers & Acquisitions, Consulting, Management, Strategic Financial..., Retirement Planning, Mergers, Wealth Management
Education
Miami University 1966 — 1970
BS, Business Adminstration
Sara De Hanes's AXA Advisors Experience May 2015 - Present
Job Marketing student at Ramapo Collge of New Jersey
Industry Marketing and Advertising
Experience
New York and Comapny May 2015 - Present
AXA Advisors May 2015 - Present
White Castle March 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Management, Sales, Marketing, Customer Service, Research, Time Management, Organization Skills
Education
Ramapo College of New Jersey 2014 — 2017
Business, Management, Marketing, Junior
Middlesex County College 2013 — 2014
Liberal Arts and Sciences/Liberal Studies, Freshman
New York and Comapny May 2015 - Present
AXA Advisors May 2015 - Present
White Castle March 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Management, Sales, Marketing, Customer Service, Research, Time Management, Organization Skills
Education
Ramapo College of New Jersey 2014 — 2017
Business, Management, Marketing, Junior
Middlesex County College 2013 — 2014
Liberal Arts and Sciences/Liberal Studies, Freshman
Alexander Wilke Alexander Wilke's AXA Advisors Experience 2009 - 2010
Job Associate at PNC
Industry Banking
Experience
PNC August 2011 - Present
M&I Bank - Capital Markets December 2010 - July 2011
AXA Advisors 2009 - 2010
Skills
Credit Analysis, Bloomberg, Financial Modeling, Financial Analysis, Cash Management, Risk Management, Fixed Income, Bonds, Corporate Finance, Securities, Investment Banking, Finance, Equities, Credit, Valuation, Capital Markets
Education
Marquette University 2007 — 2011
Bachelor of Science, Business Administration; Business Economics and Finance
John Cabot University - Rome, Italy 2010 — 2010
Summer Study Abroad
PNC August 2011 - Present
M&I Bank - Capital Markets December 2010 - July 2011
AXA Advisors 2009 - 2010
Skills
Credit Analysis, Bloomberg, Financial Modeling, Financial Analysis, Cash Management, Risk Management, Fixed Income, Bonds, Corporate Finance, Securities, Investment Banking, Finance, Equities, Credit, Valuation, Capital Markets
Education
Marquette University 2007 — 2011
Bachelor of Science, Business Administration; Business Economics and Finance
John Cabot University - Rome, Italy 2010 — 2010
Summer Study Abroad
Marc Brondon Marc Brondon's AXA Advisors Experience May 2012 - September 2015
Job UBS Financial Services Inc.
Industry Financial Services
Experience
AXA Advisors May 2012 - September 2015
GreenLine Lawn Care April 2010 - November 2012
Skills
Series 7, Series 6, Series 63, Investment Planning, Estate Planning, Life Insurance Planning, Retirement
Education
University at Buffalo 2009 — 2012
Bachelor's degree, Economics
Michigan State University 2008 — 2009
Economics
Aquinas Institute of Rochester 2004 — 2008
New York State Regents Diploma
AXA Advisors May 2012 - September 2015
GreenLine Lawn Care April 2010 - November 2012
Skills
Series 7, Series 6, Series 63, Investment Planning, Estate Planning, Life Insurance Planning, Retirement
Education
University at Buffalo 2009 — 2012
Bachelor's degree, Economics
Michigan State University 2008 — 2009
Economics
Aquinas Institute of Rochester 2004 — 2008
New York State Regents Diploma
Gabe Rimey's AXA Advisors Experience May 2005 - August 2006
Job Managing Partner at Rimey Management & Accounting
Industry Accounting
Experience
Rimey Management & Accounting August 2015 - Present
Anton Collins Mitchell LLP February 2015 - August 2015
PostNet July 2011 - June 2013
Grabau & Company PC December 2009 - July 2011
Wilson Downing Group LLC November 2007 - April 2009
CBIZ MHM, LLC August 2006 - November 2007
AXA Advisors May 2005 - August 2006
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, QuickBooks, Strategic Financial..., General Ledger, Accounts Payable, Internal Controls, US GAAP, Tax, GAAP, Revenue Recognition, Customer Service, Auditing
Education
Metropolitan State College of Denver 2003 — 2005
BS, Finance
Rimey Management & Accounting August 2015 - Present
Anton Collins Mitchell LLP February 2015 - August 2015
PostNet July 2011 - June 2013
Grabau & Company PC December 2009 - July 2011
Wilson Downing Group LLC November 2007 - April 2009
CBIZ MHM, LLC August 2006 - November 2007
AXA Advisors May 2005 - August 2006
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, QuickBooks, Strategic Financial..., General Ledger, Accounts Payable, Internal Controls, US GAAP, Tax, GAAP, Revenue Recognition, Customer Service, Auditing
Education
Metropolitan State College of Denver 2003 — 2005
BS, Finance
Sheila Rhodes's AXA Advisors Experience February 2011 - February 2012
Job Financial Professional
Industry Banking
Experience
U.S. Bank April 2015 - Present
U.S. Bank April 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - November 2014
Ameriprise Financial Services, Inc. February 2012 - September 2013
AXA Advisors February 2011 - February 2012
Minnesota School of Business January 2009 - December 2010
I. C. System November 2008 - November 2010
New York & Company February 2006 - June 2006
Culvers Restaurant April 2004 - December 2005
Skills
Retirement Planning, Financial Planning, Investments, Finance, Retirement, Insurance, Series 7, Time Management, Financial Services, Customer Service, CRM, Financial Advisory, Microsoft Office, Sales
Education
Minnesota School of Business 2009 — 2010
Associate's Degree, Business Administration
U.S. Bank April 2015 - Present
U.S. Bank April 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - November 2014
Ameriprise Financial Services, Inc. February 2012 - September 2013
AXA Advisors February 2011 - February 2012
Minnesota School of Business January 2009 - December 2010
I. C. System November 2008 - November 2010
New York & Company February 2006 - June 2006
Culvers Restaurant April 2004 - December 2005
Skills
Retirement Planning, Financial Planning, Investments, Finance, Retirement, Insurance, Series 7, Time Management, Financial Services, Customer Service, CRM, Financial Advisory, Microsoft Office, Sales
Education
Minnesota School of Business 2009 — 2010
Associate's Degree, Business Administration
Jay Rubman's AXA Advisors Experience August 2003 - January 2004
Job Investment Advisor Representative & Insurance Agent
Industry Financial Services
Experience
Santander Investment Services July 2014 - August 2015
InnoVest Financial Services, LLC January 2007 - July 2014
Banc of America Investments September 2005 - January 2007
Etrade January 2004 - August 2005
AXA Advisors August 2003 - January 2004
Skills
Investments, Mutual Funds, Retirement, Securities, Financial Services, Variable Annuities, Fixed Annuities, Bonds, Series 63, Series 7, Series 66, FINRA licensed, Insurance, Long Term Care Insurance, Stocks, Trading, ETFs, Customer Service, FINRA, Management, Portfolio Management, Sales, Wealth Management, Employee Benefits, Finance, Series 6, IRAs, 401k, Asset Management
Education
Merrimack College 1997 — 2001
Bachelor of Arts, Political Science
Longmeadow High School 1996 — 1997
Santander Investment Services July 2014 - August 2015
InnoVest Financial Services, LLC January 2007 - July 2014
Banc of America Investments September 2005 - January 2007
Etrade January 2004 - August 2005
AXA Advisors August 2003 - January 2004
Skills
Investments, Mutual Funds, Retirement, Securities, Financial Services, Variable Annuities, Fixed Annuities, Bonds, Series 63, Series 7, Series 66, FINRA licensed, Insurance, Long Term Care Insurance, Stocks, Trading, ETFs, Customer Service, FINRA, Management, Portfolio Management, Sales, Wealth Management, Employee Benefits, Finance, Series 6, IRAs, 401k, Asset Management
Education
Merrimack College 1997 — 2001
Bachelor of Arts, Political Science
Longmeadow High School 1996 — 1997
Chad Troester Chad Troester's AXA Advisors Experience December 2011 - May 2014
Job Regional Sales Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha April 2015 - Present
Pacific Life May 2014 - March 2015
AXA Advisors December 2011 - May 2014
Self Employed December 2010 - January 2012
Mutual of Omaha February 2008 - December 2010
MassMutual Financial Group 2002 - 2008
First Investors Corporation August 1996 - January 2002
Skills
Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Customer Relations, Consultative Selling, Leadership, Life & Health Insurance..., Long-term Care, Management, Marketing, Microsoft Office, Mutual Funds, Relationship Management, Retirement Planning, Sales & Marketing, Sales Management, Series 7, Series 63, Series 24
Education
Midland University 1992 — 1996
Bachelor's Degree, Management & Marketing
Gothenburg High School 1989 — 1992
High School
Mutual of Omaha April 2015 - Present
Pacific Life May 2014 - March 2015
AXA Advisors December 2011 - May 2014
Self Employed December 2010 - January 2012
Mutual of Omaha February 2008 - December 2010
MassMutual Financial Group 2002 - 2008
First Investors Corporation August 1996 - January 2002
Skills
Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Customer Relations, Consultative Selling, Leadership, Life & Health Insurance..., Long-term Care, Management, Marketing, Microsoft Office, Mutual Funds, Relationship Management, Retirement Planning, Sales & Marketing, Sales Management, Series 7, Series 63, Series 24
Education
Midland University 1992 — 1996
Bachelor's Degree, Management & Marketing
Gothenburg High School 1989 — 1992
High School
Holly Kuffel Holly Kuffel's AXA Advisors Experience August 2014 - Present
Job Office Manager at AXA Advisors
Industry Financial Services
Experience
Endeavor Environmental Svc June 2015 - Present
AXA Advisors August 2014 - Present
Precision Graphics Inc September 2013 - Present
Bay Port High School June 2011 - August 2014
Education
Marquette University 2014 — 2018
Bachelor of Business Administration (BBA), Finance, Sophomore
Bay Port High School 2010 — 2014
High School Diploma
Endeavor Environmental Svc June 2015 - Present
AXA Advisors August 2014 - Present
Precision Graphics Inc September 2013 - Present
Bay Port High School June 2011 - August 2014
Education
Marquette University 2014 — 2018
Bachelor of Business Administration (BBA), Finance, Sophomore
Bay Port High School 2010 — 2014
High School Diploma
Jaime Peters Jaime Peters's AXA Advisors Experience September 2012 - Present
Job Producer Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Niagara Cerebral Palsy May 2006 - September 2012
Education
Medaille College 2008 — 2010
Master of Education (M.Ed.), Childhood Education
University at Buffalo 2002 — 2006
Bachelor of Arts (B.A.), Social Sciences
AXA Advisors September 2012 - Present
Niagara Cerebral Palsy May 2006 - September 2012
Education
Medaille College 2008 — 2010
Master of Education (M.Ed.), Childhood Education
University at Buffalo 2002 — 2006
Bachelor of Arts (B.A.), Social Sciences
Michelle Miklosey Michelle Miklosey's AXA Advisors Experience 2005 - January 2012
Job Actress and Administrative Professional
Industry Entertainment
Experience
Vcorp Services March 2012 - Present
AXA Advisors 2005 - January 2012
LIberty Studios September 2008 - July 2010
DOUGIES BBQ 2005 - 2008
GSW Worldwide 2007 - 2007
Skills
Word, Writing, Public Speaking, Microsoft Office, Mac/PC proficient, Customer Relations, Customer Satisfaction, Term Life Insurance, Acting, Film, Microsoft Word, LinkedIn, Marketing, Leadership, Social Media, Process Scheduler, Customer Service, Entrepreneurship, Finance, Microsoft Excel, Final Cut Pro, Management, Recruiting, Insurance, Accounting, New Business Development
Education
Marymount Manhattan College 2001 — 2005
BA, Theater Performance
Vcorp Services March 2012 - Present
AXA Advisors 2005 - January 2012
LIberty Studios September 2008 - July 2010
DOUGIES BBQ 2005 - 2008
GSW Worldwide 2007 - 2007
Skills
Word, Writing, Public Speaking, Microsoft Office, Mac/PC proficient, Customer Relations, Customer Satisfaction, Term Life Insurance, Acting, Film, Microsoft Word, LinkedIn, Marketing, Leadership, Social Media, Process Scheduler, Customer Service, Entrepreneurship, Finance, Microsoft Excel, Final Cut Pro, Management, Recruiting, Insurance, Accounting, New Business Development
Education
Marymount Manhattan College 2001 — 2005
BA, Theater Performance
Robert Douglas Robert Douglas's AXA Advisors Experience April 2004 - April 2014
Job Managing Partner at Legacy Wealth Partners
Industry Financial Services
Experience
Legacy Wealth Partners October 2009 - Present
AXA Advisors April 2004 - April 2014
United Airlines September 1999 - July 2003
Air Wisconsin Airlines January 1998 - September 1999
Great Lakes Aviation November 1996 - January 1998
Skills
401k, Account Management, Business Planning, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Management, Process Improvement, Retirement Planning, Securities, Strategic Financial..., Strategy, Strategic Planning, Wealth Management, Financial Services, Risk Management
Education
Metropolitan State College of Denver 1991 — 1996
Bachelor's Degree, Aviation
Lewis Palmer High School 1988 — 1991
Legacy Wealth Partners October 2009 - Present
AXA Advisors April 2004 - April 2014
United Airlines September 1999 - July 2003
Air Wisconsin Airlines January 1998 - September 1999
Great Lakes Aviation November 1996 - January 1998
Skills
401k, Account Management, Business Planning, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Management, Process Improvement, Retirement Planning, Securities, Strategic Financial..., Strategy, Strategic Planning, Wealth Management, Financial Services, Risk Management
Education
Metropolitan State College of Denver 1991 — 1996
Bachelor's Degree, Aviation
Lewis Palmer High School 1988 — 1991
Aaron Pyle's AXA Advisors Experience March 2012 - Present
Job Senior Compliance Manager AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
Scottrade 2011 - 2012
Edward Jones Investments December 2005 - July 2011
Edward Jones Investments August 2002 - December 2005
Edward Jones Investments September 1999 - August 2002
Skills
Investment Advisory, Brokerage, Regulatory Affairs, Securities Regulation, Regulatory Analysis, Regulatory Requirements, Regulatory Reporting, Technical Writing, Project Planning, Project Coordination, Project Implementation, AML, Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, MO Life and Health, Business Relations, Client Interfacing, Equity Trading, Fixed Income, Series 55, FINRA
Education
Missouri State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
James Madison High School, San Antonio TX. 1986 — 1990
AXA Advisors March 2012 - Present
Scottrade 2011 - 2012
Edward Jones Investments December 2005 - July 2011
Edward Jones Investments August 2002 - December 2005
Edward Jones Investments September 1999 - August 2002
Skills
Investment Advisory, Brokerage, Regulatory Affairs, Securities Regulation, Regulatory Analysis, Regulatory Requirements, Regulatory Reporting, Technical Writing, Project Planning, Project Coordination, Project Implementation, AML, Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, MO Life and Health, Business Relations, Client Interfacing, Equity Trading, Fixed Income, Series 55, FINRA
Education
Missouri State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
James Madison High School, San Antonio TX. 1986 — 1990
James P. Byrne James P. Byrne's AXA Advisors Experience November 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
Patrick J. Sanchez Mitchell's AXA Advisors Experience June 2015 - Present
Job Summer Analyst at AXA Advisors
Industry Banking
Experience
AXA Advisors June 2015 - Present
Marquette University 2013 - Present
Actinver June 2014 - July 2014
Las Casitas Mazatlan December 2013 - January 2014
Pacific Golf Center & Convenciones de Sinaloa June 2013 - August 2013
El Cid Golf and CC July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, English, Social Media, Public Speaking, Spanish, Golf, Analysis, Management, Social Networking
Education
Marquette University 2012 — 2016
International Business & Finance
Marquette University 2012 — 2016
Undergraduate Student, International Business/ Finance, Sophmore
AXA Advisors June 2015 - Present
Marquette University 2013 - Present
Actinver June 2014 - July 2014
Las Casitas Mazatlan December 2013 - January 2014
Pacific Golf Center & Convenciones de Sinaloa June 2013 - August 2013
El Cid Golf and CC July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, English, Social Media, Public Speaking, Spanish, Golf, Analysis, Management, Social Networking
Education
Marquette University 2012 — 2016
International Business & Finance
Marquette University 2012 — 2016
Undergraduate Student, International Business/ Finance, Sophmore
Derek Figueredo Derek Figueredo's AXA Advisors Experience January 2014 - November 2014
Job Business Development Associate at NIP Group, Inc.
Industry Insurance
Experience
NIP Group, Inc. January 2015 - Present
AXA Advisors January 2014 - November 2014
Skills
Equities, Finance, Financial Analysis, Financial Markets, Valuation, Fixed Income Analysis, Options Strategies, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint
Education
Monmouth University
Bachelor of Science (BS), Finance, 3.4
NIP Group, Inc. January 2015 - Present
AXA Advisors January 2014 - November 2014
Skills
Equities, Finance, Financial Analysis, Financial Markets, Valuation, Fixed Income Analysis, Options Strategies, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint
Education
Monmouth University
Bachelor of Science (BS), Finance, 3.4
Megan Lulling Megan Lulling's AXA Advisors Experience May 2007 - December 2007
Job Attorney at Matthiesen, Wickert & Lehrer, S.C.
Industry Law Practice
Experience
Matthiesen, Wickert & Lehrer, S.C. March 2015 - Present
Assurant Health July 2014 - March 2015
Wisconsin Department of Natural Resources September 2013 - May 2014
Midwest Environmental Advocates May 2013 - August 2013
AIDS Resource Center of Wisconsin September 2012 - November 2012
Federated Insurance February 2008 - August 2011
AXA Advisors May 2007 - December 2007
Earth Exchange Landscape and Concrete Contractors June 2003 - August 2006
Skills
Insurance, Claim, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Legal Research Skills, Legal Writing, Strategic Planning, Public Speaking, Sales, Research, Nonprofits, Management
Education
Marquette University Law School 2011 — 2014
Doctor of Law (J.D.)
University of Wisconsin-La Crosse 2003 — 2007
B.S., Finance, Art
Matthiesen, Wickert & Lehrer, S.C. March 2015 - Present
Assurant Health July 2014 - March 2015
Wisconsin Department of Natural Resources September 2013 - May 2014
Midwest Environmental Advocates May 2013 - August 2013
AIDS Resource Center of Wisconsin September 2012 - November 2012
Federated Insurance February 2008 - August 2011
AXA Advisors May 2007 - December 2007
Earth Exchange Landscape and Concrete Contractors June 2003 - August 2006
Skills
Insurance, Claim, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Legal Research Skills, Legal Writing, Strategic Planning, Public Speaking, Sales, Research, Nonprofits, Management
Education
Marquette University Law School 2011 — 2014
Doctor of Law (J.D.)
University of Wisconsin-La Crosse 2003 — 2007
B.S., Finance, Art
Dawei Yin Dawei Yin's AXA Advisors Experience January 2011 - July 2014
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2014 - Present
AXA Advisors January 2011 - July 2014
AVL January 2007 - May 2009
AVL July 2004 - January 2007
General Motors June 2000 - July 2004
Education
Michigan State University - The Eli Broad Graduate School of Management 2004 — 2006
MBA, Management
Penn State University 1995 — 2000
BS, Mechanical Engineering
Morgan Stanley Private Wealth Management August 2014 - Present
AXA Advisors January 2011 - July 2014
AVL January 2007 - May 2009
AVL July 2004 - January 2007
General Motors June 2000 - July 2004
Education
Michigan State University - The Eli Broad Graduate School of Management 2004 — 2006
MBA, Management
Penn State University 1995 — 2000
BS, Mechanical Engineering
Chad Maggard, CFA Chad Maggard, CFA's AXA Advisors Experience July 2007 - October 2009
Job Portfolio Manager at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel March 2015 - Present
Johnson Investment Counsel October 2009 - Present
AXA Advisors July 2007 - October 2009
Skills
Wealth Management, Morningstar
Education
Miami University 2004 — 2007
Business, Finance, Accounting
Johnson Investment Counsel March 2015 - Present
Johnson Investment Counsel October 2009 - Present
AXA Advisors July 2007 - October 2009
Skills
Wealth Management, Morningstar
Education
Miami University 2004 — 2007
Business, Finance, Accounting
Kole Batiste Kole Batiste's AXA Advisors Experience October 2014 - February 2015
Job Program Leader at CypressFairbanks I.S.D.
Industry Financial Services
Experience
Cypress-Fairbanks I.S.D. June 2015 - Present
CarMax July 2014 - May 2015
AXA Advisors October 2014 - February 2015
Houston Texans Grille July 2013 - January 2014
United Protective Services May 2012 - July 2013
Raising Cane's August 2011 - May 2012
Skills
Team Leadership, Microsoft Excel, Cash Management, Financial Services, Microsoft Office, Financial Modeling, Quick Study, Client Relations, Client Services, Customer Service, PowerPoint, Security, Sales, Event Planning
Education
University of Houston 2012 — 2016
Finance, General
McNeese State University 2011 — 2012
Cypress-Fairbanks I.S.D. June 2015 - Present
CarMax July 2014 - May 2015
AXA Advisors October 2014 - February 2015
Houston Texans Grille July 2013 - January 2014
United Protective Services May 2012 - July 2013
Raising Cane's August 2011 - May 2012
Skills
Team Leadership, Microsoft Excel, Cash Management, Financial Services, Microsoft Office, Financial Modeling, Quick Study, Client Relations, Client Services, Customer Service, PowerPoint, Security, Sales, Event Planning
Education
University of Houston 2012 — 2016
Finance, General
McNeese State University 2011 — 2012
Chris Jacobson Chris Jacobson's AXA Advisors Experience May 2009 - May 2010
Job Financial Advisor at US Bancorp Investments Inc.
Industry Financial Services
Experience
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
Christopher Leighninger Christopher Leighninger's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors September 2014 - Present
Green Tree Servicing 2011 - 2013
TCF Bank August 2009 - September 2011
America's Mortgage Source March 2007 - August 2009
Skills
Time Management, Highly detail oriented, Corporate Finance, Credit Analysis, Microsoft Access, Microsoft Excel, SQL, Organization &..., Reporting & Analysis, Data Analysis, Finance, Insurance, Portfolio Management, Financial Risk, Risk Management, Asset Management, Financial Planning, Investments, Capital Markets, Securities, Customer Service
Education
Kaplan Financial Education 2014 — 2014
MN Insurance License, Insurance
Kaplan Financial Education 2014 — 2014
Series 7 License, Financial Planning and Services
Kaplan Financial Education 2014 — 2014
Series 66 License, State and Federal Laws and Regulations
Minnesota State University, Mankato 2002 — 2004
Political Science
Saint Paul Central High School 1998 — 2002
High School, 12
AXA Advisors September 2014 - Present
Green Tree Servicing 2011 - 2013
TCF Bank August 2009 - September 2011
America's Mortgage Source March 2007 - August 2009
Skills
Time Management, Highly detail oriented, Corporate Finance, Credit Analysis, Microsoft Access, Microsoft Excel, SQL, Organization &..., Reporting & Analysis, Data Analysis, Finance, Insurance, Portfolio Management, Financial Risk, Risk Management, Asset Management, Financial Planning, Investments, Capital Markets, Securities, Customer Service
Education
Kaplan Financial Education 2014 — 2014
MN Insurance License, Insurance
Kaplan Financial Education 2014 — 2014
Series 7 License, Financial Planning and Services
Kaplan Financial Education 2014 — 2014
Series 66 License, State and Federal Laws and Regulations
Minnesota State University, Mankato 2002 — 2004
Political Science
Saint Paul Central High School 1998 — 2002
High School, 12
Nick Fabian Nick Fabian's AXA Advisors Experience June 2015 - September 2015
Job Intern at AXA Advisors
Industry Financial Services
Experience
Miami University August 2015 - Present
AXA Advisors June 2015 - September 2015
Columbia Hills Country Club September 2013 - November 2014
Skills
Microsoft Excel, Logic Pro, Intrapersonal Skills, Creativity Skills, Microsoft Word, PowerPoint, Social Media Marketing, Customer Service, Teamwork, Project Management, Time Management, Marketing Strategy
Education
Miami University 2015 — 2018
Finance / Entrpreneurship, Sophomore
West Virginia University 2014 — 2015
Freshman
Saint Ignatius High School 2010 — 2014
High School, General, Freshman - Senior
Saint Ignatius
Miami University August 2015 - Present
AXA Advisors June 2015 - September 2015
Columbia Hills Country Club September 2013 - November 2014
Skills
Microsoft Excel, Logic Pro, Intrapersonal Skills, Creativity Skills, Microsoft Word, PowerPoint, Social Media Marketing, Customer Service, Teamwork, Project Management, Time Management, Marketing Strategy
Education
Miami University 2015 — 2018
Finance / Entrpreneurship, Sophomore
West Virginia University 2014 — 2015
Freshman
Saint Ignatius High School 2010 — 2014
High School, General, Freshman - Senior
Saint Ignatius
Matthew Bardi Matthew Bardi's AXA Advisors Experience January 2012 - May 2012
Job Jr Associate, Hedge Fund Operations at ParkRiver Fund Solutions, LP
Industry Financial Services
Experience
ParkRiver Fund Solutions, LP September 2014 - Present
JPMorgan Chase July 2013 - September 2014
Luthin Associates September 2012 - June 2013
AXA Advisors January 2012 - May 2012
Skills
Financial Analysis, Financial Markets, Microsoft Excel, Bloomberg, Portfolio Management, ETFs, Client Service, Microsoft Office
Education
Monmouth University 2009 — 2013
BS, Finance, Summa Cum Laude
ParkRiver Fund Solutions, LP September 2014 - Present
JPMorgan Chase July 2013 - September 2014
Luthin Associates September 2012 - June 2013
AXA Advisors January 2012 - May 2012
Skills
Financial Analysis, Financial Markets, Microsoft Excel, Bloomberg, Portfolio Management, ETFs, Client Service, Microsoft Office
Education
Monmouth University 2009 — 2013
BS, Finance, Summa Cum Laude
Joe Anderson, CPMR Joe Anderson, CPMR's AXA Advisors Experience 2007 - 2009
Job Principal Partner at Woolsey Associates
Industry Food & Beverages
Experience
Woolsey Associates September 2009 - Present
AXA Advisors 2007 - 2009
The Boelter Companies, Inc. November 1987 - December 2007
Skills
Customer Service, Strategic Planning, Business Development, Account Management, New Business Development, Marketing, Business Planning, Sales Process, Product Development, Team Building, Sales, Food Service, Pricing, B2B, Key Account Development, Key Account Management, Market Planning, Purchasing, P&L Management, Catering
Education
University of Wisconsin-Milwaukee 1982 — 1984
Marquette University 1981 — 1982
Woolsey Associates September 2009 - Present
AXA Advisors 2007 - 2009
The Boelter Companies, Inc. November 1987 - December 2007
Skills
Customer Service, Strategic Planning, Business Development, Account Management, New Business Development, Marketing, Business Planning, Sales Process, Product Development, Team Building, Sales, Food Service, Pricing, B2B, Key Account Development, Key Account Management, Market Planning, Purchasing, P&L Management, Catering
Education
University of Wisconsin-Milwaukee 1982 — 1984
Marquette University 1981 — 1982
Michael Williston, MBA Michael Williston, MBA's AXA Advisors Experience December 2009 - September 2011
Job Account Manager at Compliance Wave LLC
Industry Marketing and Advertising
Experience
Compliance Wave LLC June 2013 - Present
Bloomberg LP November 2012 - May 2013
Monmouth University September 2011 - September 2012
AXA Advisors December 2009 - September 2011
Improved Property Services, Inc. May 2008 - September 2011
MGW Contracting May 2006 - September 2011
Allentown High School December 2008 - January 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Management, Marketing, Time Management, Social Media, Market Research, Social Media Marketing, Leadership, Social Networking, Sales, Event Planning, Facebook, Salesforce.com, Microsoft Word
Education
Monmouth University 2011 — 2012
Master of Business Administration
Monmouth University 2007 — 2011
Business Mangement and Marketing
Compliance Wave LLC June 2013 - Present
Bloomberg LP November 2012 - May 2013
Monmouth University September 2011 - September 2012
AXA Advisors December 2009 - September 2011
Improved Property Services, Inc. May 2008 - September 2011
MGW Contracting May 2006 - September 2011
Allentown High School December 2008 - January 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Management, Marketing, Time Management, Social Media, Market Research, Social Media Marketing, Leadership, Social Networking, Sales, Event Planning, Facebook, Salesforce.com, Microsoft Word
Education
Monmouth University 2011 — 2012
Master of Business Administration
Monmouth University 2007 — 2011
Business Mangement and Marketing
Dave Spence's AXA Advisors Experience May 1985 - January 2004
Job CPA & CFP®| Fee Based Investment Advice | IRA Rollover Expert | Estate Planning | Business Succession Planning
Industry Financial Services
Experience
Palladium Wealth Management 2006 - Present
Omega Systems Group Incorporated 1995 - Present
Campbell Wealth Management January 2004 - November 2006
AXA Advisors May 1985 - January 2004
James M. Bridges, Ltd, CPA June 1979 - February 1985
Skills
Retirement Planning, 401 K Rollovers, Retirement Plan..., Charitable Giving, Wealth Transfer, Managed Money, IRA Rollovers, Insurance Solutions, Investment Strategies, Asset Allocation, Alternative Investments, Private Wealth..., Wealth Preservation, Operational Risk..., Enterprise Risk..., Risk Management, Risk Mitigation, Risk Analysis, Investments, Asset Management, Roth IRAs, Trusts, Long Term Care Insurance, Disability Insurance, Life Insurance, TSP Rollovers, TSA Rollovers, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Buy-sell Agreements, Executive Benefit..., Rollovers, Financial Planning, Estate Planning
Education
Miami University 1975 — 1979
BS, Accounting
Steubenville Catholic Central High School 1971 — 1975
High School Diploma
Blessed Sacrament Elementary School 1963 — 1971
Palladium Wealth Management 2006 - Present
Omega Systems Group Incorporated 1995 - Present
Campbell Wealth Management January 2004 - November 2006
AXA Advisors May 1985 - January 2004
James M. Bridges, Ltd, CPA June 1979 - February 1985
Skills
Retirement Planning, 401 K Rollovers, Retirement Plan..., Charitable Giving, Wealth Transfer, Managed Money, IRA Rollovers, Insurance Solutions, Investment Strategies, Asset Allocation, Alternative Investments, Private Wealth..., Wealth Preservation, Operational Risk..., Enterprise Risk..., Risk Management, Risk Mitigation, Risk Analysis, Investments, Asset Management, Roth IRAs, Trusts, Long Term Care Insurance, Disability Insurance, Life Insurance, TSP Rollovers, TSA Rollovers, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Buy-sell Agreements, Executive Benefit..., Rollovers, Financial Planning, Estate Planning
Education
Miami University 1975 — 1979
BS, Accounting
Steubenville Catholic Central High School 1971 — 1975
High School Diploma
Blessed Sacrament Elementary School 1963 — 1971
Sara Ava Herrider Sara Ava Herrider's AXA Advisors Experience May 2007 - February 2008
Job Experienced marketer and design aficionado
Industry Marketing and Advertising
Experience
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2013 - October 2014
4th Base Restaurant and Bar April 2013 - October 2013
Mangold Creative, LLC March 2012 - March 2013
MC Services March 2010 - March 2012
InvestorsBank November 2009 - February 2010
HOK July 2008 - March 2009
AXA Advisors May 2007 - February 2008
4th Base Restaurant and Bar 2003 - 2008
Godfrey & Kahn, S.C. February 2007 - May 2007
Skills
InDesign, Event Planning, Illustrator, Problem Solving, Filemaker Pro, User Interface Design, User Experience, Awesomeness, Teamwork, Business Process..., Business Process Design, Research, Technical Documentation, Creative Solutions, Social Networking, Market Research, Customer Satisfaction, Creative Writing, Customer Insight
Education
Marquette University 2004 — 2007
BA, Advertising & Public Relations
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2013 - October 2014
4th Base Restaurant and Bar April 2013 - October 2013
Mangold Creative, LLC March 2012 - March 2013
MC Services March 2010 - March 2012
InvestorsBank November 2009 - February 2010
HOK July 2008 - March 2009
AXA Advisors May 2007 - February 2008
4th Base Restaurant and Bar 2003 - 2008
Godfrey & Kahn, S.C. February 2007 - May 2007
Skills
InDesign, Event Planning, Illustrator, Problem Solving, Filemaker Pro, User Interface Design, User Experience, Awesomeness, Teamwork, Business Process..., Business Process Design, Research, Technical Documentation, Creative Solutions, Social Networking, Market Research, Customer Satisfaction, Creative Writing, Customer Insight
Education
Marquette University 2004 — 2007
BA, Advertising & Public Relations
Dayton Hoell Dayton Hoell's AXA Advisors Experience November 2012 - May 2013
Job Institutional Equity Sales and Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Robert Mckendry's AXA Advisors Experience July 2015 - Present
Job Associate at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Hinesite Consultants June 2012 - June 2015
TJM Institutional Services January 2010 - May 2015
Robotic Parking Systems 2014 - 2015
J.P. Morgan January 1996 - January 2010
Banque de Gestion Privée Indosuez January 1992 - January 1995
GELDERMAN, INC January 1989 - January 1992
Robert J. McKendry(Page Two)CM&M FUTURES, INC January 1988 - January 1989
First National Bank January 1984 - January 1988
Skills
Trading Strategies, Fixed Income, Swaps, Financial Markets, Alternative Investments, Commodity, Derivatives, Options Strategies, Investments, Series 63, Trading Systems, Electronic Trading, Securities, Asset Management, Hedging, Bloomberg, Bonds, FINRA, Portfolio Management, FX Options, Arbitrage, Traders, Equity Derivatives, Finance, Due Diligence, Investment Strategies, Operational Due..., Hedge Funds, Trading, Options, Equities, Capital Markets, Risk Management, Series 7, Management, Financial Modeling, Financial Analysis, Life Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Universal Life, Asset Allocation, Fixed Income Portfolio..., Fixed Annuities, Retirement Income..., LIFE AND HEALTH...
Education
Marquette University 1971 — 1976
Bachelor of Science (BS), Accounting
Northwestern University
Computer and Information Sciences, General
AXA Advisors July 2015 - Present
Hinesite Consultants June 2012 - June 2015
TJM Institutional Services January 2010 - May 2015
Robotic Parking Systems 2014 - 2015
J.P. Morgan January 1996 - January 2010
Banque de Gestion Privée Indosuez January 1992 - January 1995
GELDERMAN, INC January 1989 - January 1992
Robert J. McKendry(Page Two)CM&M FUTURES, INC January 1988 - January 1989
First National Bank January 1984 - January 1988
Skills
Trading Strategies, Fixed Income, Swaps, Financial Markets, Alternative Investments, Commodity, Derivatives, Options Strategies, Investments, Series 63, Trading Systems, Electronic Trading, Securities, Asset Management, Hedging, Bloomberg, Bonds, FINRA, Portfolio Management, FX Options, Arbitrage, Traders, Equity Derivatives, Finance, Due Diligence, Investment Strategies, Operational Due..., Hedge Funds, Trading, Options, Equities, Capital Markets, Risk Management, Series 7, Management, Financial Modeling, Financial Analysis, Life Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Universal Life, Asset Allocation, Fixed Income Portfolio..., Fixed Annuities, Retirement Income..., LIFE AND HEALTH...
Education
Marquette University 1971 — 1976
Bachelor of Science (BS), Accounting
Northwestern University
Computer and Information Sciences, General
Charles Kasner Charles Kasner's AXA Advisors Experience 2003 - 2005
Job Financial Advisor at Newport Advisory, LLC
Industry Financial Services
Experience
Newport Advisory, LLC November 2011 - Present
Charles Kasner Financial 2005 - 2011
AXA Advisors 2003 - 2005
Comarco Wireless Technologies 2001 - 2002
Powerwave Technologies 1999 - 2001
Harris Corporation 1997 - 1999
Nortel Networks 1989 - 1997
Skills
Wealth Management, Portfolio Management, Financial Planning, Insurance, Finance, Investments, Retirement Planning, Business Development, Market Research, Product Marketing, Strategic Planning, Wireless Broadband, Systems Engineering, Securities, Executive Management, Retirement
Education
McGill University 1980 — 1983
Bachelor of Engineering (B.Eng.), Electrical Engineering
Vanier College 1977 — 1979
DCS, Health Sciences
Newport Advisory, LLC November 2011 - Present
Charles Kasner Financial 2005 - 2011
AXA Advisors 2003 - 2005
Comarco Wireless Technologies 2001 - 2002
Powerwave Technologies 1999 - 2001
Harris Corporation 1997 - 1999
Nortel Networks 1989 - 1997
Skills
Wealth Management, Portfolio Management, Financial Planning, Insurance, Finance, Investments, Retirement Planning, Business Development, Market Research, Product Marketing, Strategic Planning, Wireless Broadband, Systems Engineering, Securities, Executive Management, Retirement
Education
McGill University 1980 — 1983
Bachelor of Engineering (B.Eng.), Electrical Engineering
Vanier College 1977 — 1979
DCS, Health Sciences
Lindsay Cusick Lindsay Cusick's AXA Advisors Experience September 2013 - Present
Job Compliance Manager
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
AXA Advisors May 2011 - August 2013
Education
Monmouth University
Bachelor of Science, Major in Mathematics and Minor in Business Administration
AXA Advisors September 2013 - Present
AXA Advisors May 2011 - August 2013
Education
Monmouth University
Bachelor of Science, Major in Mathematics and Minor in Business Administration
Joe Pongracz Joe Pongracz's AXA Advisors Experience 2009 - March 2014
Job Director at Process Development Corporation
Industry Financial Services
Experience
Process Development Corporation April 2014 - Present
Michigan State University 2007 - Present
AXA Advisors 2009 - March 2014
Agri-fab 2008 - 2009
Process Development Corporation 1997 - 2008
Skills
Leadership, Strategic Planning, Process Improvement, Management, Team Building, Project Management, Six Sigma, Cross-functional Team..., Manufacturing, Budgets
Education
Michigan State University 1995 — 2000
B.S.
Detroit Catholic Central High School 1990 — 1994
Process Development Corporation April 2014 - Present
Michigan State University 2007 - Present
AXA Advisors 2009 - March 2014
Agri-fab 2008 - 2009
Process Development Corporation 1997 - 2008
Skills
Leadership, Strategic Planning, Process Improvement, Management, Team Building, Project Management, Six Sigma, Cross-functional Team..., Manufacturing, Budgets
Education
Michigan State University 1995 — 2000
B.S.
Detroit Catholic Central High School 1990 — 1994
Lawrence Larry Stout Lawrence Larry Stout's AXA Advisors Experience January 2001 - Present
Job ChFC, CASL / Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2001 - Present
EDS 1998 - 2000
EDS 1989 - 1998
EDS 1985 - 1989
NCR Corporation 1983 - 1985
Motorola 1981 - 1982
Skills
Process Improvement, Portfolio Management, Strategic Planning, Business Process..., Risk Management, New Business Development, Business Planning, Business Strategy, Succession Planning, Asset Managment, Insurance Strategies, Investment Management, "Financial planning IAR"
Education
Michigan State University
B.A., Communication Arts
AXA Advisors January 2001 - Present
EDS 1998 - 2000
EDS 1989 - 1998
EDS 1985 - 1989
NCR Corporation 1983 - 1985
Motorola 1981 - 1982
Skills
Process Improvement, Portfolio Management, Strategic Planning, Business Process..., Risk Management, New Business Development, Business Planning, Business Strategy, Succession Planning, Asset Managment, Insurance Strategies, Investment Management, "Financial planning IAR"
Education
Michigan State University
B.A., Communication Arts
Basil Skip Duncan, CFP®, MBA Basil Skip Duncan, CFP®, MBA's AXA Advisors Experience January 2002 - January 2010
Job Branch Manager & Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2010 - Present
AXA Advisors January 2002 - January 2010
SKM Mezzanine Partners July 2000 - December 2001
Banc One Capital Markets April 1995 - April 2000
Chemical Securities 1990 - 1994
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, General Management
Middlebury College 1982 — 1984
BA, Economics
Columbus Academy 1968 — 1980
LPL Financial January 2010 - Present
AXA Advisors January 2002 - January 2010
SKM Mezzanine Partners July 2000 - December 2001
Banc One Capital Markets April 1995 - April 2000
Chemical Securities 1990 - 1994
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, General Management
Middlebury College 1982 — 1984
BA, Economics
Columbus Academy 1968 — 1980
Lee Kolodziej Lee Kolodziej's AXA Advisors Experience June 2006 - October 2008
Job Financial Advisor at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP November 2009 - Present
First Capital Financial Concepts November 2008 - October 2009
BNI 2008 - 2009
AXA-Advisors June 2006 - October 2008
UPS January 1979 - January 2006
Skills
Strategic Financial..., Insurance, Wealth Management, Small Business, Retirement Planning
Education
University of Illinois at Chicago 1972 — 1976
BS, Marketing
Marquette University 2002 — 2006
Marquette Parent
Forum Financial Management, LP November 2009 - Present
First Capital Financial Concepts November 2008 - October 2009
BNI 2008 - 2009
AXA-Advisors June 2006 - October 2008
UPS January 1979 - January 2006
Skills
Strategic Financial..., Insurance, Wealth Management, Small Business, Retirement Planning
Education
University of Illinois at Chicago 1972 — 1976
BS, Marketing
Marquette University 2002 — 2006
Marquette Parent
Dave Engel Dave Engel's AXA Advisors Experience February 2001 - February 2004
Job Flynn & Company, Inc.
Industry Management Consulting
Experience
Flynn & Company, Inc. February 2015 - Present
LegacyBuilders Capital Group, LLC September 2014 - January 2015
ComStock Advisors May 2011 - September 2014
The Malibu Group August 2004 - May 2011
AXA Advisors February 2001 - February 2004
Pentland Sports Group January 1999 - December 2000
Provident Financial Group September 1984 - December 1998
Skills
Recapitalizations, Divestitures, Private Capital, LBO, Mergers, Carve-outs, Strategic Planning, Succession Planning, Business Valuation, Corporate Development, Valuation, Corporate Finance, Middle Market, Fairness Opinions, Restructuring, Due Diligence, Deal Structuring, Negotiation, Buyouts, M&A experience, Private Equity, Mergers & Acquisitions, Finance, Strategic Financial..., Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Leveraged Finance, Investments, Deal Sourcing, Financial Structuring, Capital Raising
Education
Xavier University - Williams College of Business 1976 — 1980
MBA, Finance/Economics
Miami University 1970 — 1976
BS, Accounting
Flynn & Company, Inc. February 2015 - Present
LegacyBuilders Capital Group, LLC September 2014 - January 2015
ComStock Advisors May 2011 - September 2014
The Malibu Group August 2004 - May 2011
AXA Advisors February 2001 - February 2004
Pentland Sports Group January 1999 - December 2000
Provident Financial Group September 1984 - December 1998
Skills
Recapitalizations, Divestitures, Private Capital, LBO, Mergers, Carve-outs, Strategic Planning, Succession Planning, Business Valuation, Corporate Development, Valuation, Corporate Finance, Middle Market, Fairness Opinions, Restructuring, Due Diligence, Deal Structuring, Negotiation, Buyouts, M&A experience, Private Equity, Mergers & Acquisitions, Finance, Strategic Financial..., Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Leveraged Finance, Investments, Deal Sourcing, Financial Structuring, Capital Raising
Education
Xavier University - Williams College of Business 1976 — 1980
MBA, Finance/Economics
Miami University 1970 — 1976
BS, Accounting
Andy Psilis's AXA Advisors Experience August 2009 - February 2011
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
PNC January 2012 - November 2014
Kyklos Helenic Society January 2010 - January 2012
MML Investors Services LLC February 2011 - December 2011
AXA Advisors August 2009 - February 2011
Henkel International May 2008 - August 2008
Education
Walsh College of Accountancy and Business Administration 2009 — 2013
MBA and MSF, FINANCE
Michigan State University 2005 — 2009
Eli Broad College of Business, finance
Certifications
PNC Investments November 2014 - Present
PNC January 2012 - November 2014
Kyklos Helenic Society January 2010 - January 2012
MML Investors Services LLC February 2011 - December 2011
AXA Advisors August 2009 - February 2011
Henkel International May 2008 - August 2008
Education
Walsh College of Accountancy and Business Administration 2009 — 2013
MBA and MSF, FINANCE
Michigan State University 2005 — 2009
Eli Broad College of Business, finance
Certifications
Levi Lamfers Levi Lamfers's AXA Advisors Experience 2009 - 2011
Job Director of B/D Operations and Servicing at MetLife Broker Dealer Group
Industry Financial Services
Experience
MetLife Broker Dealer Group September 2014 - Present
MetLife January 2014 - August 2014
MetLife July 2012 - December 2013
Commonwealth Financial Network February 2011 - July 2012
AXA Advisors 2009 - 2011
AXA Advisors 2006 - 2009
AXA Advisors, LLC 2005 - 2006
Skills
Finance, Sales, Series 7, Securities, Auditing
Education
Mississippi State University 2008 — 2010
MBA, Business Administration
Metropolitan State University of Denver 1999 — 2003
BS, Business Management
MetLife Broker Dealer Group September 2014 - Present
MetLife January 2014 - August 2014
MetLife July 2012 - December 2013
Commonwealth Financial Network February 2011 - July 2012
AXA Advisors 2009 - 2011
AXA Advisors 2006 - 2009
AXA Advisors, LLC 2005 - 2006
Skills
Finance, Sales, Series 7, Securities, Auditing
Education
Mississippi State University 2008 — 2010
MBA, Business Administration
Metropolitan State University of Denver 1999 — 2003
BS, Business Management
Danyette Hardin, MSW's AXA Advisors Experience January 2008 - November 2009
Job Service Coordinator/Community Builder for Seniors at Aurora Housing Authority
Industry Individual & Family Services
Experience
Aurora Housing Authority December 2013 - Present
Internship Experience August 2011 - May 2013
AXA Advisors January 2008 - November 2009
Skills
Nonprofits, Program Development, Retirement Planning, Microsoft Excel, Series 7, Case Managment, Teaching, Community Outreach, Volunteer Management, Workshop Facilitation, Grant Writing, Leadership Development, Case Management, Training, Research, Marketing
Education
Metropolitan State University of Denver 2011 — 2013
Master of Social Work (M.S.W.), Macro Concentration
Metropolitan State College of Denver 2005 — 2007
Master of Social Work (MSW), Macro
Aurora Housing Authority December 2013 - Present
Internship Experience August 2011 - May 2013
AXA Advisors January 2008 - November 2009
Skills
Nonprofits, Program Development, Retirement Planning, Microsoft Excel, Series 7, Case Managment, Teaching, Community Outreach, Volunteer Management, Workshop Facilitation, Grant Writing, Leadership Development, Case Management, Training, Research, Marketing
Education
Metropolitan State University of Denver 2011 — 2013
Master of Social Work (M.S.W.), Macro Concentration
Metropolitan State College of Denver 2005 — 2007
Master of Social Work (MSW), Macro
Mitch Lyons's AXA Advisors Experience November 2000 - May 2008
Job Mitch Lyons CoFounder Lyons Kitzrow Capital Group ViceChair Michigan State University Board of Trustees
Industry Financial Services
Experience
Michigan State University November 2010 - Present
Lyons Kitzrow Capital Group May 2010 - Present
WWW Belmont YMCA 2008 - 2011
Woodbury Financial May 2008 - May 2010
Grand Rapids Sports Awards 2001 - 2009
AXA Advisors November 2000 - May 2008
Pittsburgh Steelers May 1997 - December 1999
Atlanta Falcons April 1993 - December 1996
Skills
Financial Analysis, Strategic Financial..., Insurance planning, Investments, Insurance, Portfolio Management, Asset Managment, Risk Management
Education
Michigan State University 1988 — 1993
BA, General Business Administration
Michigan State University November 2010 - Present
Lyons Kitzrow Capital Group May 2010 - Present
WWW Belmont YMCA 2008 - 2011
Woodbury Financial May 2008 - May 2010
Grand Rapids Sports Awards 2001 - 2009
AXA Advisors November 2000 - May 2008
Pittsburgh Steelers May 1997 - December 1999
Atlanta Falcons April 1993 - December 1996
Skills
Financial Analysis, Strategic Financial..., Insurance planning, Investments, Insurance, Portfolio Management, Asset Managment, Risk Management
Education
Michigan State University 1988 — 1993
BA, General Business Administration
Otis Wiley Otis Wiley's AXA Advisors Experience 2006 - 2008
Job Assistant Director of Development at Southern Methodist University
Industry Sports
Experience
Southern Methodist University March 2015 - Present
Michigan State University August 2012 - March 2015
WJR/Spartan Sports Network August 2013 - January 2015
Aerotek November 2010 - May 2012
AXA Advisors 2006 - 2008
Skills
Resume Writing, Interviews, Strategy, College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Event Planning, Cold Calling, Public Speaking, Microsoft Office, Customer Service, Human Resources, Social Media, PowerPoint, Fundraising, Leadership, Social Networking, Program Management, Coaching, Sports, Technical Recruiting, Time Management
Education
Michigan State University 2005 — 2011
Family Community Services, Human Development and Family Studies
Southern Methodist University March 2015 - Present
Michigan State University August 2012 - March 2015
WJR/Spartan Sports Network August 2013 - January 2015
Aerotek November 2010 - May 2012
AXA Advisors 2006 - 2008
Skills
Resume Writing, Interviews, Strategy, College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Event Planning, Cold Calling, Public Speaking, Microsoft Office, Customer Service, Human Resources, Social Media, PowerPoint, Fundraising, Leadership, Social Networking, Program Management, Coaching, Sports, Technical Recruiting, Time Management
Education
Michigan State University 2005 — 2011
Family Community Services, Human Development and Family Studies
Andrew Sferra ChFC, CLU's AXA Advisors Experience April 1978 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 1978 - Present
Education
miami university 1968 — 1972
AXA Advisors April 1978 - Present
Education
miami university 1968 — 1972
Brian Barre's AXA Advisors Experience 2006 - 2008
Job Commercial Lines Underwriter
Industry Financial Services
Experience
EMC Insurance Companies August 2015 - Present
Cincinnati Financial Corporation March 2013 - July 2015
Lincoln Educational Services 2009 - 2013
AXA Advisors 2006 - 2008
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Financial Analysis, Student Financial Aid, PowerPoint, Research, Event Planning, Recruiting, Microsoft Word, Accounting, Budgets, Community Outreach, Strategic Planning, Program Development, Management, Financial Reporting, Insurance, Business Analysis, Contract Negotiation, Risk Management, Team Building, Underwriting, Property, Leadership, Commercial Insurance, Analysis
Education
Miami University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Highlands High 1997 — 2001
High school diploma
EMC Insurance Companies August 2015 - Present
Cincinnati Financial Corporation March 2013 - July 2015
Lincoln Educational Services 2009 - 2013
AXA Advisors 2006 - 2008
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Financial Analysis, Student Financial Aid, PowerPoint, Research, Event Planning, Recruiting, Microsoft Word, Accounting, Budgets, Community Outreach, Strategic Planning, Program Development, Management, Financial Reporting, Insurance, Business Analysis, Contract Negotiation, Risk Management, Team Building, Underwriting, Property, Leadership, Commercial Insurance, Analysis
Education
Miami University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Highlands High 1997 — 2001
High school diploma
Beth Watkins, CMB, ADFA®'s AXA Advisors Experience August 2012 - July 2015
Job Misc & Etc, LLC/Volunteer
Industry Financial Services
Experience
AXA Advisors August 2012 - July 2015
Misc.& Etc. LLC 2005 - September 2012
RBC Bank (USA) 2009 - 2012
RBC Bank (USA) 2005 - 2009
RBC Bank (USA)/RBC Mortgage/RBC Builder Finance 2003 - 2005
RBC Bank (USA)/RBC Centura/Centura Banks 1999 - 2003
GE Capital Mortgage Insurance Company 1990 - 1998
Skills
Personal Financial..., Risk Management, Underwriting, Microsoft Office, Strategic Planning, Operations Management, Performance Consulting, Mergers, Quality, Advanced Divorce..., Series 7, 6, 63, 65, Life & Health Insurance...
Education
Meredith College 1974 — 1978
Bachelor of Arts (BA), Home Economics/Business Administration
AXA Advisors August 2012 - July 2015
Misc.& Etc. LLC 2005 - September 2012
RBC Bank (USA) 2009 - 2012
RBC Bank (USA) 2005 - 2009
RBC Bank (USA)/RBC Mortgage/RBC Builder Finance 2003 - 2005
RBC Bank (USA)/RBC Centura/Centura Banks 1999 - 2003
GE Capital Mortgage Insurance Company 1990 - 1998
Skills
Personal Financial..., Risk Management, Underwriting, Microsoft Office, Strategic Planning, Operations Management, Performance Consulting, Mergers, Quality, Advanced Divorce..., Series 7, 6, 63, 65, Life & Health Insurance...
Education
Meredith College 1974 — 1978
Bachelor of Arts (BA), Home Economics/Business Administration
Michael Pescatore, CIMA's AXA Advisors Experience May 1996 - July 1998
Job Senior Vice President, Business Development at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Jerry Baca's AXA Advisors Experience February 2010 - September 2010
Job Asset Manager at Republic Financial Corporation
Industry Financial Services
Experience
Republic Financial Corporation November 2013 - Present
Republic Financial Corporation September 2011 - Present
Republic Financial Corporation September 2010 - Present
AXA Advisors February 2010 - September 2010
Lipper April 2008 - February 2010
Functional Methods January 2008 - August 2008
HIPP Companies September 2006 - January 2008
Skills
Financial Analysis, Project Planning, Investments, Business Development, Analysis, Mergers & Acquisitions, Business Planning, Sales, Financial Modeling
Education
Metropolitan State University of Denver 2003 — 2007
Finance, Financial Services
Republic Financial Corporation November 2013 - Present
Republic Financial Corporation September 2011 - Present
Republic Financial Corporation September 2010 - Present
AXA Advisors February 2010 - September 2010
Lipper April 2008 - February 2010
Functional Methods January 2008 - August 2008
HIPP Companies September 2006 - January 2008
Skills
Financial Analysis, Project Planning, Investments, Business Development, Analysis, Mergers & Acquisitions, Business Planning, Sales, Financial Modeling
Education
Metropolitan State University of Denver 2003 — 2007
Finance, Financial Services
Kilcha Chalmers's AXA Advisors Experience January 1994 - August 2003
Job Investment Operations Manager/Executive Assistant at SRS Capital Advisors, Inc
Industry Investment Management
Experience
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
Scott T. Blevins's AXA Advisors Experience 1994 - 1995
Job Chief Executive Officer at Two by Four Marketing
Industry Management Consulting
Experience
Two by Four Marketing November 2014 - Present
Adams Golf June 2009 - October 2014
Adams Golf January 2006 - May 2009
Adams Golf December 2001 - December 2005
Adams Golf September 1999 - December 2001
Adams Golf October 1998 - December 1999
Adams Golf January 1998 - October 1998
Adams Golf March 1997 - December 1997
Hank Haney Golf 1995 - 1997
AXA Advisors 1994 - 1995
Skills
Consumer Products, Product Marketing, Marketing Strategy, Sports Marketing, Brand Management, Marketing, Marketing Communications, Brand Development, Sponsorship, Product Launch, Merchandising, Advertising, Sales Management, Sales Operations, Sales, Management, New Business Development, Retail, Strategic Planning
Education
McNeese State University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
St. Louis High School 1986 — 1990
Two by Four Marketing November 2014 - Present
Adams Golf June 2009 - October 2014
Adams Golf January 2006 - May 2009
Adams Golf December 2001 - December 2005
Adams Golf September 1999 - December 2001
Adams Golf October 1998 - December 1999
Adams Golf January 1998 - October 1998
Adams Golf March 1997 - December 1997
Hank Haney Golf 1995 - 1997
AXA Advisors 1994 - 1995
Skills
Consumer Products, Product Marketing, Marketing Strategy, Sports Marketing, Brand Management, Marketing, Marketing Communications, Brand Development, Sponsorship, Product Launch, Merchandising, Advertising, Sales Management, Sales Operations, Sales, Management, New Business Development, Retail, Strategic Planning
Education
McNeese State University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
St. Louis High School 1986 — 1990
Scott Bantel's AXA Advisors Experience June 2007 - December 2008
Job Tax Research & Resolution Specialist at Paycor
Industry Legal Services
Experience
Paycor May 2013 - Present
LexisNexis September 2009 - May 2013
AXA Advisors June 2007 - December 2008
Fifth Third Bank 2006 - 2006
Skills
Estate Planning, Legal Research, Insurance, Legal Writing, Finance, Mediation, Securities, Westlaw, Marketing, Civil Litigation, Litigation, Lexis, Contract Negotiation, Corporate Law
Education
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
JD, Law
Miami University 2000 — 2003
BS, Marketing
LaSalle High School
Paycor May 2013 - Present
LexisNexis September 2009 - May 2013
AXA Advisors June 2007 - December 2008
Fifth Third Bank 2006 - 2006
Skills
Estate Planning, Legal Research, Insurance, Legal Writing, Finance, Mediation, Securities, Westlaw, Marketing, Civil Litigation, Litigation, Lexis, Contract Negotiation, Corporate Law
Education
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
JD, Law
Miami University 2000 — 2003
BS, Marketing
LaSalle High School
John Mercedes ACA,PCLS,CPAU's AXA Advisors Experience January 2001 - 2003
Job Fast Claim Consultants,Inc Owner Sr. Public Adjuster ACA PCLA
Industry Insurance
Experience
FAST CLAIM CONSULTANTS, INC 2003 - Present
AXA Advisors January 2001 - 2003
JB Oxford Inc January 1999 - 2001
Lipton Toyota January 1997 - April 1998
L.P Evans Nissan 1994 - 1997
Gold Coast Mitsubishi 1993 - 1994
Bill Seidle Suzuki, Nissan 1991 - 1993
Skills
Sales Process, Sales Management, Sales Operations, Insurance, Direct Sales, Business Development, Account Management, Customer Service, Finance, Financial Services, Claim, Casualty, Property & Casualty..., Property Claims, Property Damage, Residential Homes, Series 7, Inspection, Claims Management, Accident, Investments, Property
Education
Miami Dade College 1992 — 1993
Business
American Education Institute
PCLS, Property Claims
FAST CLAIM CONSULTANTS, INC 2003 - Present
AXA Advisors January 2001 - 2003
JB Oxford Inc January 1999 - 2001
Lipton Toyota January 1997 - April 1998
L.P Evans Nissan 1994 - 1997
Gold Coast Mitsubishi 1993 - 1994
Bill Seidle Suzuki, Nissan 1991 - 1993
Skills
Sales Process, Sales Management, Sales Operations, Insurance, Direct Sales, Business Development, Account Management, Customer Service, Finance, Financial Services, Claim, Casualty, Property & Casualty..., Property Claims, Property Damage, Residential Homes, Series 7, Inspection, Claims Management, Accident, Investments, Property
Education
Miami Dade College 1992 — 1993
Business
American Education Institute
PCLS, Property Claims
Colleen McAllister's AXA Advisors Experience 2006 - 2011
Job New Business Analyst at Centennial State Financial A MetLife Company
Industry Financial Services
Experience
Centennial State Financial - A MetLife Company February 2015 - Present
McAllister Piano Studio September 1995 - Present
Susan G. Baldwin, CFP March 2011 - December 2014
AXA Advisors 2006 - 2011
Douglas County School District September 2006 - September 2006
McAllister Piano Studio May 1984 - August 1995
the VP of Brokerage, Investment and International April 1987 - April 1989
The Staubach Company 1986 - 1989
Skills
Outlook
Education
Metropolitan State University of Denver 2008 — 2009
Sociology
University of Texas at
Sociology
The University of Texas at Arlington 1982 — 1984
Finance and Real Estate
Tarrant County Junior College 1980 — 1982
Associate's Degree, Pre-Law, 3.8
Southwest High School
Centennial State Financial - A MetLife Company February 2015 - Present
McAllister Piano Studio September 1995 - Present
Susan G. Baldwin, CFP March 2011 - December 2014
AXA Advisors 2006 - 2011
Douglas County School District September 2006 - September 2006
McAllister Piano Studio May 1984 - August 1995
the VP of Brokerage, Investment and International April 1987 - April 1989
The Staubach Company 1986 - 1989
Skills
Outlook
Education
Metropolitan State University of Denver 2008 — 2009
Sociology
University of Texas at
Sociology
The University of Texas at Arlington 1982 — 1984
Finance and Real Estate
Tarrant County Junior College 1980 — 1982
Associate's Degree, Pre-Law, 3.8
Southwest High School
Kathleen George, CFA's AXA Advisors Experience 2006 - 2007
Job Senior Investment Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2015 - Present
Calvert Investments January 2013 - July 2015
Calvert Investments September 2011 - January 2013
Calvert Investments January 2008 - September 2011
AXA Advisors 2006 - 2007
Smith Barney 2004 - 2006
Skills
Series 63, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Estate Planning, 401k, Financial Analysis, FINRA, Financial Services, Public Speaking, Series 7, Series 65, Asset Allocation, Mutual Funds, Fixed Income Strategies, Water Resources, Strategy, Asset Management, Portfolio Management, Bloomberg, Small Business, Series 6, Uniform Combined State..., Training, Strategic Planning, Alternative Investments, Finance, Management, Sales, Economics, Competitive Analysis, Securities, Analysis, Budgets, Bonds, Market Research, Market Analysis, Sustainability, New Business Development, Separately Managed..., Investment Management, Financial Planning
Education
The Johns Hopkins University 2009 — 2011
Masters, Applied Economics
John Cabot University 2001 — 2003
Bachelors, Business Administration
Michigan State University 1999 — 2001
Business - Supply Chain Management
ICMA-RC September 2015 - Present
Calvert Investments January 2013 - July 2015
Calvert Investments September 2011 - January 2013
Calvert Investments January 2008 - September 2011
AXA Advisors 2006 - 2007
Smith Barney 2004 - 2006
Skills
Series 63, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Estate Planning, 401k, Financial Analysis, FINRA, Financial Services, Public Speaking, Series 7, Series 65, Asset Allocation, Mutual Funds, Fixed Income Strategies, Water Resources, Strategy, Asset Management, Portfolio Management, Bloomberg, Small Business, Series 6, Uniform Combined State..., Training, Strategic Planning, Alternative Investments, Finance, Management, Sales, Economics, Competitive Analysis, Securities, Analysis, Budgets, Bonds, Market Research, Market Analysis, Sustainability, New Business Development, Separately Managed..., Investment Management, Financial Planning
Education
The Johns Hopkins University 2009 — 2011
Masters, Applied Economics
John Cabot University 2001 — 2003
Bachelors, Business Administration
Michigan State University 1999 — 2001
Business - Supply Chain Management
Alexander F. Knott (Alex Knott)'s AXA Advisors Experience August 2004 - July 2007
Job Vice President at Wells Fargo Commercial Real Estate
Industry Real Estate
Experience
Wells Fargo May 2013 - Present
Wells Fargo September 2009 - Present
Wells Fargo 2009 - 2009
AXA Advisors August 2004 - July 2007
Skills
Asset Managment, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Real Estate Economics, Real Estate, Underwriting, Valuation, Due Diligence, Asset Management, Disposition, Finance, Loans, Investment Properties, Real Estate Financing, Commercial Real Estate, Brokerage, Real Estate Development, Commercial Mortgages, Real Estate Transactions
Education
University of Southern California - Price School of Policy 2007 — 2009
MRED, Master of Real Estate Development - USC Sol Price School of Policy
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Entrepreneurship
Michigan State University 2000 — 2003
BS, Finance
Wells Fargo May 2013 - Present
Wells Fargo September 2009 - Present
Wells Fargo 2009 - 2009
AXA Advisors August 2004 - July 2007
Skills
Asset Managment, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Real Estate Economics, Real Estate, Underwriting, Valuation, Due Diligence, Asset Management, Disposition, Finance, Loans, Investment Properties, Real Estate Financing, Commercial Real Estate, Brokerage, Real Estate Development, Commercial Mortgages, Real Estate Transactions
Education
University of Southern California - Price School of Policy 2007 — 2009
MRED, Master of Real Estate Development - USC Sol Price School of Policy
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Entrepreneurship
Michigan State University 2000 — 2003
BS, Finance
Ali Kardan, ESQ's AXA Advisors Experience 2007 - 2009
Job Tulane University School of Medicine
Industry Medical Practice
Experience
Tulane University August 2011 - Present
AXA Advisors 2007 - 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Securities, Insurance, Financial Analysis, Portfolio Management
Education
Tulane University School of Medicine 2011 — 2015
Doctor of Medicine (M.D.)
Mills College 2009 — 2011
Certificate of Completion, Post-Baccalaureate Pre-Medical Studies
The Ohio State University Moritz College of Law 2002 — 2005
Doctor of Law (J.D.)
Miami University 1998 — 2002
Bachelor of Arts (B.A.)
Tulane University August 2011 - Present
AXA Advisors 2007 - 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Securities, Insurance, Financial Analysis, Portfolio Management
Education
Tulane University School of Medicine 2011 — 2015
Doctor of Medicine (M.D.)
Mills College 2009 — 2011
Certificate of Completion, Post-Baccalaureate Pre-Medical Studies
The Ohio State University Moritz College of Law 2002 — 2005
Doctor of Law (J.D.)
Miami University 1998 — 2002
Bachelor of Arts (B.A.)
January Seydel's AXA Advisors Experience Human Resources Office AssistantLyman-Richey2001 - 2004
Job Assist people in achieving personal goals by establishing a strong financial foundation.
Industry Financial Services
Experience
Axa Advisors Human Resources Office AssistantLyman-Richey2001 - 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
Metropolitan Community College 2001 — 2004
AA, Business- Finance
North Park University 2000 — 2000
Axa Advisors Human Resources Office AssistantLyman-Richey2001 - 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
Metropolitan Community College 2001 — 2004
AA, Business- Finance
North Park University 2000 — 2000
Nathan St. Michel's AXA Advisors Experience January 2010 - December 2012
Job Missionary at Every Village
Industry Financial Services
Experience
Every Village March 2015 - Present
SensorWise, Inc. December 2012 - February 2015
AXA Advisors January 2010 - December 2012
Schlumberger November 2007 - January 2010
Schlumberger August 2005 - October 2007
Schlumberger June 2003 - August 2005
Schlumberger October 2001 - June 2003
Draper Laboratory June 2000 - September 2001
Skills
Risk Management, Investments, Managerial Finance, Insurance, Strategy, Engineering, Mechanical Engineering, Mechanical Product..., Downhole Tools, Finite Element Analysis, Pro Engineer, ANSYS, Dynamics, Vibration Control, Modal Analysis, Vibration Testing, Solidworks, Wealth Management, Wealth Preservation, Financial Advisory, Financial Management, Investment Advisory, Investment Strategies, Investment Products, Analysis, Energy, Project Management, SolidWorks, Project Engineering, Oil & Gas, Leadership, Management
Education
Massachusetts Institute of Technology 1998 — 2000
MS, Mechanical Engineering
Massachusetts Institute of Technology 1994 — 1998
BS, Mechanical Engineering
Every Village March 2015 - Present
SensorWise, Inc. December 2012 - February 2015
AXA Advisors January 2010 - December 2012
Schlumberger November 2007 - January 2010
Schlumberger August 2005 - October 2007
Schlumberger June 2003 - August 2005
Schlumberger October 2001 - June 2003
Draper Laboratory June 2000 - September 2001
Skills
Risk Management, Investments, Managerial Finance, Insurance, Strategy, Engineering, Mechanical Engineering, Mechanical Product..., Downhole Tools, Finite Element Analysis, Pro Engineer, ANSYS, Dynamics, Vibration Control, Modal Analysis, Vibration Testing, Solidworks, Wealth Management, Wealth Preservation, Financial Advisory, Financial Management, Investment Advisory, Investment Strategies, Investment Products, Analysis, Energy, Project Management, SolidWorks, Project Engineering, Oil & Gas, Leadership, Management
Education
Massachusetts Institute of Technology 1998 — 2000
MS, Mechanical Engineering
Massachusetts Institute of Technology 1994 — 1998
BS, Mechanical Engineering
Scott Prechtel's AXA Advisors Experience January 1989 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1989 - Present
Education
Michigan State University 1981 — 1985
BA, Marketing and Finance
AXA Advisors January 1989 - Present
Education
Michigan State University 1981 — 1985
BA, Marketing and Finance
Nick Georgiton's AXA Advisors Experience January 2002 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2002 - Present
Skills
Financial Needs Analysis, Business, Succession Planning, Charitable Giving..., Wealth Management, Retirement Planning
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Finance
AXA Advisors January 2002 - Present
Skills
Financial Needs Analysis, Business, Succession Planning, Charitable Giving..., Wealth Management, Retirement Planning
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Finance
Scott Prechtel's AXA Advisors Experience 1989 - Present
Job Financial Consultant at axa advisors
Industry Financial Services
Experience
axa advisors 1989 - Present
Skills
Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
Michigan State University 1981 — 1985
BA, Business
axa advisors 1989 - Present
Skills
Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
Michigan State University 1981 — 1985
BA, Business
Mary Worley's AXA Advisors Experience June 2009 - July 2012
Job Administrative Assistant at ImageTrend, Inc
Industry Graphic Design
Experience
ImageTrend, Inc October 2014 - Present
Accredited Investors Inc. December 2012 - October 2014
AXA Advisors June 2009 - July 2012
Fairview Health Services October 2007 - August 2008
Park Nicollet Health Services February 2003 - October 2007
Nemer Fieger February 2000 - August 2002
Education
Minnesota School of Business 1996 — 1999
Graphic Design/Multimedia
ImageTrend, Inc October 2014 - Present
Accredited Investors Inc. December 2012 - October 2014
AXA Advisors June 2009 - July 2012
Fairview Health Services October 2007 - August 2008
Park Nicollet Health Services February 2003 - October 2007
Nemer Fieger February 2000 - August 2002
Education
Minnesota School of Business 1996 — 1999
Graphic Design/Multimedia
Benjamin Ferrara's AXA Advisors Experience June 2008 - May 2009
Job Healthcare Supply Chain Professional
Industry Hospital & Health Care
Experience
Centura Health April 2014 - Present
Centura Health January 2014 - March 2014
SCL Health System February 2012 - January 2014
Children's Hospital of Wisconsin January 2010 - January 2012
Children's Hospital of Wisconsin May 2009 - January 2010
Marquette University August 2008 - May 2009
AXA Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Purchasing, Inventory Management, Microsoft Word, Access, Outlook, Healthcare, Data Analysis, Strategic Sourcing, Contract Negotiation, Project Management, Supply Chain, Analysis, Operations Management, Materials Management, Negotiation, Financial Analysis, Hospitals, Nonprofits, Process Improvement, Leadership
Education
Marquette University 2005 — 2009
Bachelor of Science Degree, Business Administration; Accounting and Operations and Supply Chain Management
NATIONAL UNIVERSITY OF IRELAND 2008 — 2008
Faculties, Commerce and Arts and Sciences
Centura Health April 2014 - Present
Centura Health January 2014 - March 2014
SCL Health System February 2012 - January 2014
Children's Hospital of Wisconsin January 2010 - January 2012
Children's Hospital of Wisconsin May 2009 - January 2010
Marquette University August 2008 - May 2009
AXA Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Purchasing, Inventory Management, Microsoft Word, Access, Outlook, Healthcare, Data Analysis, Strategic Sourcing, Contract Negotiation, Project Management, Supply Chain, Analysis, Operations Management, Materials Management, Negotiation, Financial Analysis, Hospitals, Nonprofits, Process Improvement, Leadership
Education
Marquette University 2005 — 2009
Bachelor of Science Degree, Business Administration; Accounting and Operations and Supply Chain Management
NATIONAL UNIVERSITY OF IRELAND 2008 — 2008
Faculties, Commerce and Arts and Sciences
Amy Keyes-MBA's AXA Advisors Experience December 2007 - May 2009
Job Ivoclar Vivadent
Industry Hospital & Health Care
Experience
Ivoclar Vivadent AG October 2012 - Present
Aspen Dental June 2010 - July 2012
WellCare Medical Associates, LLC, Buffalo January 2010 - June 2010
AXA Advisors December 2007 - May 2009
Suburban Psychiatric Associates, LLC May 2005 - December 2007
Skills
Sales Management, Customer Service, Program Management, Healthcare, Teamwork, CRM, Outlook, Leadership, Sales Operations, Team Building, Sales, SAP Business Software, Dentistry, Microsoft Office, Coaching, Time Management, Management, Strategic Planning, Account Management
Education
Medaille College 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration
Buffalo State College, State University of New York 2000 — 2004
Bachelor of Science (B.S.), Health and Wellness
Ivoclar Vivadent AG October 2012 - Present
Aspen Dental June 2010 - July 2012
WellCare Medical Associates, LLC, Buffalo January 2010 - June 2010
AXA Advisors December 2007 - May 2009
Suburban Psychiatric Associates, LLC May 2005 - December 2007
Skills
Sales Management, Customer Service, Program Management, Healthcare, Teamwork, CRM, Outlook, Leadership, Sales Operations, Team Building, Sales, SAP Business Software, Dentistry, Microsoft Office, Coaching, Time Management, Management, Strategic Planning, Account Management
Education
Medaille College 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration
Buffalo State College, State University of New York 2000 — 2004
Bachelor of Science (B.S.), Health and Wellness
Steve Nazoyan's AXA Advisors Experience October 2004 - January 2015
Job Investment Advisor Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Benjamin Zastrow's AXA Advisors Experience September 2009 - December 2009
Job Office Representative
Industry Financial Services
Experience
Will Edwards State Farm Insurance Agency November 2011 - Present
Financial Partners Network Member of John Hancock Financial Netowrk December 2009 - October 2011
AXA Advisors September 2009 - December 2009
Kings Way Homes LLC June 2004 - March 2009
Menard Inc July 2002 - June 2004
Skills
Sales, Fixed Annuities, Insurance, Construction, Microsoft Office, Life Insurance, Finance, Excel, Word, Financial Analysis, Asset Management, Project Management, Analysis, Construction Estimating
Education
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), Emphasis in Finance, 4.0/4.0
University of Wisconsin-Stout 1998 — 2002
BS in General Business Administration with an Emphasis in Construction and Finance, Emphasis in Fiance and Construction, 3.31/4.0
Milwaukee Area Technical College 1996 — 1997
Carpentry Diploma, Carpentry
Will Edwards State Farm Insurance Agency November 2011 - Present
Financial Partners Network Member of John Hancock Financial Netowrk December 2009 - October 2011
AXA Advisors September 2009 - December 2009
Kings Way Homes LLC June 2004 - March 2009
Menard Inc July 2002 - June 2004
Skills
Sales, Fixed Annuities, Insurance, Construction, Microsoft Office, Life Insurance, Finance, Excel, Word, Financial Analysis, Asset Management, Project Management, Analysis, Construction Estimating
Education
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), Emphasis in Finance, 4.0/4.0
University of Wisconsin-Stout 1998 — 2002
BS in General Business Administration with an Emphasis in Construction and Finance, Emphasis in Fiance and Construction, 3.31/4.0
Milwaukee Area Technical College 1996 — 1997
Carpentry Diploma, Carpentry
Chad Stranlund's AXA Advisors Experience February 2008 - Present
Job Vice President at The Bailey Group
Industry Financial Services
Experience
The Bailey Group March 2012 - Present
AXA Advisors February 2008 - Present
Skills
Finance, Strategic Planning, Retirement Planning, Investments, Insurance, Life Insurance
Education
Minnesota State University, Mankato
Bachelor’s Degree, Finance, General
The Bailey Group March 2012 - Present
AXA Advisors February 2008 - Present
Skills
Finance, Strategic Planning, Retirement Planning, Investments, Insurance, Life Insurance
Education
Minnesota State University, Mankato
Bachelor’s Degree, Finance, General
Richard Gabbei's AXA Advisors Experience July 2000 - November 2002
Job Regional Supervisory Principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Brenda (Bridges) Blomberg's AXA Advisors Experience 2014 - 2015
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC 2014 - Present
AXA Advisors 2014 - 2015
AXA Advisors 2014 - 2015
Small Planet, Inc. 1996 - 2013
The Center for Gifted 2001 - 2004
Cravit CME (formerly Saffer Cravit) 1992 - 1995
Hal Riney & Partners 1987 - 1991
Skills
Financial needs analysis, Retirement Planning, College Savings Plans, Fixed Annuities, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Health Insurance, Strategic Planning, Public Speaking, Marketing, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Marketing Communications
Education
Michigan State University 1983 — 1986
BA, College of Communication Arts and Sciences
National-Louis University 1997 — 2002
MAT, Special Education, Learning Disabilities and Behavior Disorders
AXA Advisors, LLC 2014 - Present
AXA Advisors 2014 - 2015
AXA Advisors 2014 - 2015
Small Planet, Inc. 1996 - 2013
The Center for Gifted 2001 - 2004
Cravit CME (formerly Saffer Cravit) 1992 - 1995
Hal Riney & Partners 1987 - 1991
Skills
Financial needs analysis, Retirement Planning, College Savings Plans, Fixed Annuities, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Health Insurance, Strategic Planning, Public Speaking, Marketing, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Marketing Communications
Education
Michigan State University 1983 — 1986
BA, College of Communication Arts and Sciences
National-Louis University 1997 — 2002
MAT, Special Education, Learning Disabilities and Behavior Disorders
anthony Haroldson's AXA Advisors Experience November 2008 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
AXA Advisors November 2008 - November 2009
A&L's Sheet Metal May 2000 - November 2008
Education
Metropolitan State University of Denver 2006 — 2008
Bachelors, Finance
Metropolitan State University of Denver 2005 — 2008
Batcholors, Finance
Metropolitan State University of Denver 2005 — 2008
Bachelors, Finance
AXA Advisors November 2008 - November 2009
A&L's Sheet Metal May 2000 - November 2008
Education
Metropolitan State University of Denver 2006 — 2008
Bachelors, Finance
Metropolitan State University of Denver 2005 — 2008
Batcholors, Finance
Metropolitan State University of Denver 2005 — 2008
Bachelors, Finance
Ben Hoecherl, CFA's AXA Advisors Experience May 2003 - June 2006
Job Product Manager at Financial Services Company
Industry Financial Services
Experience
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Virginia Colletti's AXA Advisors Experience February 2014 - July 2014
Job Administrative
Industry Executive Office
Experience
AXA Advisors February 2014 - July 2014
Tutor Doctor June 2013 - December 2013
City Club of Chicago January 2010 - February 2013
Tutor Time August 2009 - January 2010
First Congregational Church, U.C.C. June 2009 - August 2009
Koke Mill Christian Church April 2008 - August 2009
Early Learning Center April 2008 - June 2008
Illiopolis Elementary School January 2008 - April 2008
Phoenix Teen Parenting Program January 2006 - April 2006
Finely Fine Jewelers March 2005 - January 2006
Skills
Event Planning, Teaching, Fundraising, Nonprofits, Public Policy, Administrative..., Early Childhood..., Database Administration, Politics, Leadership, Government, Community Outreach, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
Millikin University 2005 — 2008
B.S, Early Childhood Education
Keystone National High School 2000 — 2003
High School Diploma
AXA Advisors February 2014 - July 2014
Tutor Doctor June 2013 - December 2013
City Club of Chicago January 2010 - February 2013
Tutor Time August 2009 - January 2010
First Congregational Church, U.C.C. June 2009 - August 2009
Koke Mill Christian Church April 2008 - August 2009
Early Learning Center April 2008 - June 2008
Illiopolis Elementary School January 2008 - April 2008
Phoenix Teen Parenting Program January 2006 - April 2006
Finely Fine Jewelers March 2005 - January 2006
Skills
Event Planning, Teaching, Fundraising, Nonprofits, Public Policy, Administrative..., Early Childhood..., Database Administration, Politics, Leadership, Government, Community Outreach, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
Millikin University 2005 — 2008
B.S, Early Childhood Education
Keystone National High School 2000 — 2003
High School Diploma
Kathy Connors's AXA Advisors Experience January 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
J.W. Cole Financial / Jonathon Roberts Advisory May 2009 - January 2012
Skills
Retirement Planning, Retirement, Securities, 401k, IRAs, Wealth Management, 401k Rollovers, Mutual Funds, Fixed Annuities, Strategic Financial...
Education
Missouri State University 1981 — 1985
BS
AXA Advisors January 2012 - Present
J.W. Cole Financial / Jonathon Roberts Advisory May 2009 - January 2012
Skills
Retirement Planning, Retirement, Securities, 401k, IRAs, Wealth Management, 401k Rollovers, Mutual Funds, Fixed Annuities, Strategic Financial...
Education
Missouri State University 1981 — 1985
BS
Brian Gately's AXA Advisors Experience November 2011 - December 2013
Job Financial Advisor Employee Health Insurance Solutions. Affordable Care Act Expert.
Industry Financial Services
Experience
Gately Insurance and Investments December 2013 - Present
AXA Advisors November 2011 - December 2013
Skills
Public Speaking, Research, Sales Management, Team Building, Management, Insurance, New Business Development, Marketing Strategy, Sales, Investments, he Affordable Care Act...
Education
Miami Dade College
Gately Insurance and Investments December 2013 - Present
AXA Advisors November 2011 - December 2013
Skills
Public Speaking, Research, Sales Management, Team Building, Management, Insurance, New Business Development, Marketing Strategy, Sales, Investments, he Affordable Care Act...
Education
Miami Dade College
Kenneth Masters, CFA, CLU, ChFC, AEP's AXA Advisors Experience September 2002 - October 2004
Job Director of Life Insurance Design and Development at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Janelle Megie's AXA Advisors Experience April 2011 - February 2013
Job Private Violin & Viola Instructor
Industry Music
Experience
Self Employed 2012 - Present
AXA Advisors April 2011 - February 2013
South Florida Regional Extension Center 2011 - 2011
Skills
Spreadsheets, Outlook, Microsoft Word, Data Entry, Administrative..., Musicality, Songwriting/Arranging, Insurance, Access, Microsoft Excel, PowerPoint, HIPAA, Training, Employee Benefits, Filing, Human Resources, Office Management, Teamwork, Analysis, Adobe Acrobat, Administration, Visio, Process Scheduler, Fax, Time Management, Policy, Critical Thinking, Accounting, QuickBooks, Customer Service, Software Documentation, Office Administration, PeopleSoft, Invoicing, Databases, Microsoft Publisher, Microsoft Office, Payroll, Confidentiality, Telephone Skills, Medical Terminology, Data Analysis, File Management
Education
American Health Information Management Association (AHIMA) 2012 — 2012
Certified Coding Associate
Miami Dade College 2009 — 2011
Associate in Arts Degree
Coral Reef Senior High School 2004 — 2008
Graduate, Visual and Performing Arts Academy
Self Employed 2012 - Present
AXA Advisors April 2011 - February 2013
South Florida Regional Extension Center 2011 - 2011
Skills
Spreadsheets, Outlook, Microsoft Word, Data Entry, Administrative..., Musicality, Songwriting/Arranging, Insurance, Access, Microsoft Excel, PowerPoint, HIPAA, Training, Employee Benefits, Filing, Human Resources, Office Management, Teamwork, Analysis, Adobe Acrobat, Administration, Visio, Process Scheduler, Fax, Time Management, Policy, Critical Thinking, Accounting, QuickBooks, Customer Service, Software Documentation, Office Administration, PeopleSoft, Invoicing, Databases, Microsoft Publisher, Microsoft Office, Payroll, Confidentiality, Telephone Skills, Medical Terminology, Data Analysis, File Management
Education
American Health Information Management Association (AHIMA) 2012 — 2012
Certified Coding Associate
Miami Dade College 2009 — 2011
Associate in Arts Degree
Coral Reef Senior High School 2004 — 2008
Graduate, Visual and Performing Arts Academy
John Murdock's AXA Advisors Experience January 2011 - July 2011
Job Account Manager at Magnesita Refractories
Industry Mining & Metals
Experience
Magnesita Refractories March 2014 - Present
Magnesita Refractories January 2013 - February 2014
Magnesita Refractories July 2011 - December 2012
AXA Advisors January 2011 - July 2011
U.S. Army Peacekeeping & Stability Operations Institute September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Auditing, PowerPoint, Microsoft Word, Accounting, Strategic Planning, Cash Management
Education
Messiah College 2006 — 2010
BS, International Business
Magnesita Refractories March 2014 - Present
Magnesita Refractories January 2013 - February 2014
Magnesita Refractories July 2011 - December 2012
AXA Advisors January 2011 - July 2011
U.S. Army Peacekeeping & Stability Operations Institute September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Auditing, PowerPoint, Microsoft Word, Accounting, Strategic Planning, Cash Management
Education
Messiah College 2006 — 2010
BS, International Business
Tera Keatts's AXA Advisors Experience 2007 - Present
Job Office Manager for Paul Keatts at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
Education
Mayo School of Health Sciences 1994 — 1996
Master's Degree, Physical Therapy
South Dakota State University 1990 — 1994
Bachelor's Degree
AXA Advisors 2007 - Present
Education
Mayo School of Health Sciences 1994 — 1996
Master's Degree, Physical Therapy
South Dakota State University 1990 — 1994
Bachelor's Degree
Sandy Goddard's AXA Advisors Experience February 2007 - April 2012
Job Executive Assistant at First Avenue Partners LLP
Industry Financial Services
Experience
First Avenue Partners LLP June 2012 - February 2014
AXA Advisors February 2007 - April 2012
Rothschild April 2004 - March 2006
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Microsoft Office, Expense Reports, Expense Allocation, Office Management, Invoice Verification, Microsoft Word, Microsoft Excel
Education
Middlesex County College
First Avenue Partners LLP June 2012 - February 2014
AXA Advisors February 2007 - April 2012
Rothschild April 2004 - March 2006
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Microsoft Office, Expense Reports, Expense Allocation, Office Management, Invoice Verification, Microsoft Word, Microsoft Excel
Education
Middlesex County College
Stephanie Marte's AXA Advisors Experience December 2011 - Present
Job Student at Monmouth University
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Education
Monmouth University 2009 — 2013
Business Administration with a concentration in Accounting and a Minor in IT
AXA Advisors December 2011 - Present
Education
Monmouth University 2009 — 2013
Business Administration with a concentration in Accounting and a Minor in IT
Gabriella Macaro's AXA Advisors Experience May 2010 - April 2011
Job Client Relations at Newtech Recycling
Industry Consumer Electronics
Experience
Newtech Recycling May 2011 - Present
AXA Advisors May 2010 - April 2011
Clinical Research Laboratories January 2007 - March 2011
Techout May 2010 - December 2010
Pathology Solutions October 2008 - June 2010
Education
Monmouth University 2007 — 2011
Bachelor's degree, Finance, General
Newtech Recycling May 2011 - Present
AXA Advisors May 2010 - April 2011
Clinical Research Laboratories January 2007 - March 2011
Techout May 2010 - December 2010
Pathology Solutions October 2008 - June 2010
Education
Monmouth University 2007 — 2011
Bachelor's degree, Finance, General
Christine Bradbury's AXA Advisors Experience April 2014 - March 2015
Job
Industry Financial Services
Experience
AXA Advisors April 2014 - March 2015
AXA Advisors July 2013 - April 2014
MVP Plan Administrators, Inc. March 2011 - December 2012
Monster Worldwide May 2008 - January 2009
PharmaVigilant January 2008 - May 2008
Abercrombie & Fitch October 2007 - January 2008
Intel Corporation August 2005 - September 2007
Skills
Project Management, Social Media Marketing, Recruiting, Management, Leadership, Social Media Integration, Market Research, Marketing Communications, Project Coordination, Lean Operations, Event Planning, Telecommunications, Human Resources, German, Spanish, Content Marketing, Lead Generation, Content Strategy, Digital Marketing, SEO, SEM
Education
Meredith College 2009 — 2010
Bachelor of Arts (B.A.), Psychology
AXA Advisors April 2014 - March 2015
AXA Advisors July 2013 - April 2014
MVP Plan Administrators, Inc. March 2011 - December 2012
Monster Worldwide May 2008 - January 2009
PharmaVigilant January 2008 - May 2008
Abercrombie & Fitch October 2007 - January 2008
Intel Corporation August 2005 - September 2007
Skills
Project Management, Social Media Marketing, Recruiting, Management, Leadership, Social Media Integration, Market Research, Marketing Communications, Project Coordination, Lean Operations, Event Planning, Telecommunications, Human Resources, German, Spanish, Content Marketing, Lead Generation, Content Strategy, Digital Marketing, SEO, SEM
Education
Meredith College 2009 — 2010
Bachelor of Arts (B.A.), Psychology
Ryan Groene's AXA Advisors Experience 2013 - 2013
Job Underwriter executive risk
Industry Insurance
Experience
The Cincinnati Insurance Companies June 2013 - Present
AXA Advisors 2013 - 2013
Skills
Finance, Insurance, Financial Analysis, Financial Modeling, Budgets, Access, Underwriting, Risk Management, Data Analysis
Education
Miami University 2010 — 2012
Bachelor's degree, Finance, General
Sinclair Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
The Cincinnati Insurance Companies June 2013 - Present
AXA Advisors 2013 - 2013
Skills
Finance, Insurance, Financial Analysis, Financial Modeling, Budgets, Access, Underwriting, Risk Management, Data Analysis
Education
Miami University 2010 — 2012
Bachelor's degree, Finance, General
Sinclair Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Dennis Lamb's AXA Advisors Experience January 2000 - May 2004
Job Insurance and Marketing Representative at Agility Marketing
Industry Telecommunications
Experience
Agility Marketing Financial AdvisorWaddell & ReedJanuary 2004 - April 2006
AXA Advisors January 2000 - May 2004
Education
Michigan State University
Music Education MM
Agility Marketing Financial AdvisorWaddell & ReedJanuary 2004 - April 2006
AXA Advisors January 2000 - May 2004
Education
Michigan State University
Music Education MM
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO