AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Maithri M ,MA, MBA, CHRP Candidate Maithri M ,MA, MBA, CHRP Candidate's AXA Advisors Experience June 2011 - May 2012
Job People and Culture Partner @ Destinationone Consulting
Industry Human Resources
Experience
Dali Wireless June 2014 - October 2014
Aequilibrium Software Inc May 2013 - May 2014
NYIT June 2012 - December 2013
Vantage Point September 2012 - December 2012
AXA Advisors June 2011 - May 2012
ICorporate Solutions June 2008 - December 2009
Horizon College December 2002 - December 2007
Skills
Employee Engagement, Team Building, Employee Relations, Talent Management, Recruiting, Onboarding, Performance Management, Organizational..., Deferred Compensation, Training & Development, Perfomance Management, Applicant Tracking..., Passive Candidate..., Benefits Administration, Sourcing, New Hire Orientations, Employee Benefits, Human Resources, Interviews, HR Policies, Employee Training, Training, Hiring, Management, Talent Acquisition, Technical Recruiting, HRIS, Compensation & Benefits, Payroll
Education
New York Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Global Business
NYIT 2012 — 2012
Professional Enrichment Certification, Business Administration and Management, General
University of Incarnate Word, Texas, USA 2010 — 2011
MA, Organizational Development & Human Resource Management
Dali Wireless June 2014 - October 2014
Aequilibrium Software Inc May 2013 - May 2014
NYIT June 2012 - December 2013
Vantage Point September 2012 - December 2012
AXA Advisors June 2011 - May 2012
ICorporate Solutions June 2008 - December 2009
Horizon College December 2002 - December 2007
Skills
Employee Engagement, Team Building, Employee Relations, Talent Management, Recruiting, Onboarding, Performance Management, Organizational..., Deferred Compensation, Training & Development, Perfomance Management, Applicant Tracking..., Passive Candidate..., Benefits Administration, Sourcing, New Hire Orientations, Employee Benefits, Human Resources, Interviews, HR Policies, Employee Training, Training, Hiring, Management, Talent Acquisition, Technical Recruiting, HRIS, Compensation & Benefits, Payroll
Education
New York Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Global Business
NYIT 2012 — 2012
Professional Enrichment Certification, Business Administration and Management, General
University of Incarnate Word, Texas, USA 2010 — 2011
MA, Organizational Development & Human Resource Management
Justin Ahn Justin Ahn's AXA Advisors Experience June 2009 - August 2009
Job Cadet at US Army
Industry Military
Experience
New York University August 2013 - May 2015
US Army August 2011 - May 2015
US Army January 2012 - January 2015
New York County District Attorney's Office September 2012 - January 2014
New York University May 2013 - August 2013
Subway June 2012 - December 2012
AXA Advisors June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Customer Service, Time Management, Social Media, Cashiering, Critical Thinking, Research, Data Entry, Teamwork, Social Networking, Public Speaking, Outlook, Retail, Organization, Inventory Management, Marketing Strategy, Analysis, Leadership, Editing
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Hamden High School 2007 — 2011
Honors Diploma, General Studies
New York University August 2013 - May 2015
US Army August 2011 - May 2015
US Army January 2012 - January 2015
New York County District Attorney's Office September 2012 - January 2014
New York University May 2013 - August 2013
Subway June 2012 - December 2012
AXA Advisors June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Customer Service, Time Management, Social Media, Cashiering, Critical Thinking, Research, Data Entry, Teamwork, Social Networking, Public Speaking, Outlook, Retail, Organization, Inventory Management, Marketing Strategy, Analysis, Leadership, Editing
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Hamden High School 2007 — 2011
Honors Diploma, General Studies
Fang (Francine) Zhang Fang (Francine) Zhang's AXA Advisors Experience June 2013 - Present
Job
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
New York University Graduate Admissions June 2012 - May 2013
Treesdale Partners June 2011 - September 2011
Citic Securities Investment Banking Department February 2010 - June 2010
Skills
Financial Reporting, Portfolio Management, Data Analysis, Risk Management, Fixed Income, Behavioral Finance, Corporate Finance, Bloomberg, Pricing, Financial Analysis, Financial Modeling, Valuation, Accounting, Capital Budgeting, SEC Financial Reporting, 10-k Analysis, Economic Research, Microsoft Excel, Excel VBA, PowerPoint, C++ Language, Equity Derivatives, Interest Rate..., Analysis, Bank Reconciliation, Equity Research, Financial Advisory, QuickBooks, ERM, Leadership, Economics
Education
New York University 2012 — 2013
Master of Science (M.S.), Financial Risk Engineering/Applied Maths
Rochester Institute of Technology 2010 — 2011
Master of Science (M.S.), Accounting and Finance
Renmin University of China 2006 — 2010
Bachelor of Economics, Financial Engineering
AXA Advisors June 2013 - Present
New York University Graduate Admissions June 2012 - May 2013
Treesdale Partners June 2011 - September 2011
Citic Securities Investment Banking Department February 2010 - June 2010
Skills
Financial Reporting, Portfolio Management, Data Analysis, Risk Management, Fixed Income, Behavioral Finance, Corporate Finance, Bloomberg, Pricing, Financial Analysis, Financial Modeling, Valuation, Accounting, Capital Budgeting, SEC Financial Reporting, 10-k Analysis, Economic Research, Microsoft Excel, Excel VBA, PowerPoint, C++ Language, Equity Derivatives, Interest Rate..., Analysis, Bank Reconciliation, Equity Research, Financial Advisory, QuickBooks, ERM, Leadership, Economics
Education
New York University 2012 — 2013
Master of Science (M.S.), Financial Risk Engineering/Applied Maths
Rochester Institute of Technology 2010 — 2011
Master of Science (M.S.), Accounting and Finance
Renmin University of China 2006 — 2010
Bachelor of Economics, Financial Engineering
Shawn Barnum Shawn Barnum's AXA Advisors Experience February 2012 - February 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2014 - Present
AXA Advisors February 2012 - February 2014
Tonawanda City Schools September 2002 - February 2012
West Genesee School District September 2001 - June 2002
Christian Brothers Academy September 1998 - June 2001
Skills
Retirement Planning, Staff Development, Insurance, Securities, Life Insurance, Public Speaking, Microsoft Office, Public Relations, Retirement, Fundraising, Investments, Finance, Financial Services, Teaching, Fixed Annuities, PowerPoint, Social Media
Education
Saint Bonaventure University 1997 — 1998
Reading Teacher Education
Niagara University 1993 — 1997
B.A., Sociology/Psychology
Kenmore West Senior High School
VALIC February 2014 - Present
AXA Advisors February 2012 - February 2014
Tonawanda City Schools September 2002 - February 2012
West Genesee School District September 2001 - June 2002
Christian Brothers Academy September 1998 - June 2001
Skills
Retirement Planning, Staff Development, Insurance, Securities, Life Insurance, Public Speaking, Microsoft Office, Public Relations, Retirement, Fundraising, Investments, Finance, Financial Services, Teaching, Fixed Annuities, PowerPoint, Social Media
Education
Saint Bonaventure University 1997 — 1998
Reading Teacher Education
Niagara University 1993 — 1997
B.A., Sociology/Psychology
Kenmore West Senior High School
Cui Xia Chen Cui Xia Chen's AXA Advisors Experience February 2014 - August 2014
Job Human Capital Intern at Whitney Partners, LLC
Industry Financial Services
Experience
Whitney Partners, LLC June 2015 - August 2015
Options Group September 2014 - December 2014
Haver Analytics May 2014 - August 2014
AXA Advisors February 2014 - August 2014
Education
New York University 2012 — 2016
Whitney Partners, LLC June 2015 - August 2015
Options Group September 2014 - December 2014
Haver Analytics May 2014 - August 2014
AXA Advisors February 2014 - August 2014
Education
New York University 2012 — 2016
Gregory Touchette's AXA Advisors Experience October 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
Webster Groves School District June 2007 - August 2010
Skills
Tax-advantaged..., Comprehensive Planning, Risk Management, Life Insurance, Disability Insurance, Wealth Management, Financial Planning
Education
Murray State University 2008 — 2012
Bachelor of Science in Business, Financial Planning
AXA Advisors October 2012 - Present
Webster Groves School District June 2007 - August 2010
Skills
Tax-advantaged..., Comprehensive Planning, Risk Management, Life Insurance, Disability Insurance, Wealth Management, Financial Planning
Education
Murray State University 2008 — 2012
Bachelor of Science in Business, Financial Planning
Danielle Brummitt Danielle Brummitt's AXA Advisors Experience May 2008 - August 2008
Job Data Integration Analyst at Local Government Federal Credit Union
Industry Financial Services
Experience
LGFCU Local Government Federal Credit Union December 2013 - Present
Local Government Federal Credit Union October 2012 - December 2013
Local Government Federal Credit Union September 2010 - October 2012
Village Drafthouse March 2007 - August 2010
AXA Advisors May 2008 - August 2008
Crown Distributors July 2004 - August 2006
Skills
Excel, SAS, Enterprise Software, Market Research, Data Analysis, Word, Business Strategy, Strategic Thinking, Problem Solving, Microsoft Excel, Microsoft Word, Customer Service, Marketing, Marketing Strategy, Leadership, Banking, Sales, Financial Analysis, Social Media, Team Building
Education
Villanova University 2011 — 2012
Master Certificate in Business Analysis, Analysis and Functional Analysis
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Marketing
LGFCU Local Government Federal Credit Union December 2013 - Present
Local Government Federal Credit Union October 2012 - December 2013
Local Government Federal Credit Union September 2010 - October 2012
Village Drafthouse March 2007 - August 2010
AXA Advisors May 2008 - August 2008
Crown Distributors July 2004 - August 2006
Skills
Excel, SAS, Enterprise Software, Market Research, Data Analysis, Word, Business Strategy, Strategic Thinking, Problem Solving, Microsoft Excel, Microsoft Word, Customer Service, Marketing, Marketing Strategy, Leadership, Banking, Sales, Financial Analysis, Social Media, Team Building
Education
Villanova University 2011 — 2012
Master Certificate in Business Analysis, Analysis and Functional Analysis
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Marketing
Fred Liu's AXA Advisors Experience June 2009 - August 2009
Job Research Associate at New Street Research
Industry Investment Management
Experience
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
Denise Carcel Denise Carcel's AXA Advisors Experience December 2001 - Present
Job Financial Consultant At AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors December 2001 - Present
Merrill Lynch July 1977 - 1982
Skills
Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Asset Managment, Business Planning
Education
City University of New York-Queens College
Bachelor of Arts (B.A.)
New York University
Master's degree
AXA Advisors December 2001 - Present
Merrill Lynch July 1977 - 1982
Skills
Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Asset Managment, Business Planning
Education
City University of New York-Queens College
Bachelor of Arts (B.A.)
New York University
Master's degree
Charles (CJ) Shaw Charles (CJ) Shaw's AXA Advisors Experience May 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Life Insurance, Investments, 401k, 403 b, IRAs, Mutual Funds, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA, Strategic Financial..., Estate Planning, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Series 65
Education
West Virginia University 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Monroe Community College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Life Insurance, Investments, 401k, 403 b, IRAs, Mutual Funds, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA, Strategic Financial..., Estate Planning, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Series 65
Education
West Virginia University 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Monroe Community College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
William Marx's AXA Advisors Experience June 2007 - April 2008
Job Assistant Vice President Retirement Product Specialist at PNC Institutional Investments
Industry Financial Services
Experience
PNC June 2012 - Present
ADP April 2008 - May 2012
AXA Advisors June 2007 - April 2008
Skills
Management, Investments, 401k, Retirement, Sales, Finance, Financial Planning, Employee Benefits, Sales Process, Leadership
Education
Temple University - James E. Beasley School of Law 2012 — 2016
Juris Doctor (J.D.)
Moravian College 2003 — 2007
bachelors, economics & finance
PNC June 2012 - Present
ADP April 2008 - May 2012
AXA Advisors June 2007 - April 2008
Skills
Management, Investments, 401k, Retirement, Sales, Finance, Financial Planning, Employee Benefits, Sales Process, Leadership
Education
Temple University - James E. Beasley School of Law 2012 — 2016
Juris Doctor (J.D.)
Moravian College 2003 — 2007
bachelors, economics & finance
Dara Shahraki Dara Shahraki's AXA Advisors Experience November 2013 - Present
Job Director of Advisor Marketing
Industry Financial Services
Experience
Table Bay Financial Network, Inc. December 2014 - Present
AXA Advisors November 2013 - Present
Befitbride August 2012 - December 2013
Monarch Pacific Realty May 2011 - August 2012
All Star Appraisals 2008 - 2010
Skills
Customer Service, Social Networking, Social Media Marketing, Marketing Strategy, Strategic Planning, Digital Marketing, Employee Training, Customer Engagement, Relationship Marketing, WordPress
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelor of Arts (B.A.), Advertising
National University
Bachelor of Arts (B.A.), Business Management and Marketing
Table Bay Financial Network, Inc. December 2014 - Present
AXA Advisors November 2013 - Present
Befitbride August 2012 - December 2013
Monarch Pacific Realty May 2011 - August 2012
All Star Appraisals 2008 - 2010
Skills
Customer Service, Social Networking, Social Media Marketing, Marketing Strategy, Strategic Planning, Digital Marketing, Employee Training, Customer Engagement, Relationship Marketing, WordPress
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelor of Arts (B.A.), Advertising
National University
Bachelor of Arts (B.A.), Business Management and Marketing
Benigno Lopez Benigno Lopez's AXA Advisors Experience January 2008 - May 2008
Job Sr. Analyst Financial Planning & Analysis at Verizon Wireless
Industry Financial Services
Experience
Verizon Wireless March 2014 - Present
Verizon Wireless February 2013 - March 2014
Globe Tax Services May 2011 - February 2013
Laundry Express October 2009 - February 2013
Bloomberg May 2010 - August 2010
Bloomberg August 2008 - May 2010
Bloomberg June 2008 - August 2008
AXA Advisors January 2008 - May 2008
Skills
Finance, Financial Analysis, Analysis, Bloomberg, Financial Modeling, Excel, Financial Markets, Microsoft Excel, Accounting, Tax, Word, Microsoft Office, Fixed Income, Spanish, Financial Reporting, Financial Services, MS Excel Pivot Tables, SQL, Bloomberg Terminal, Outlook, Process Improvement, VBA, Pivot Tables, International Tax, Economics, Forecasting, SAP, Data Analysis, Data Warehousing, Microsoft SQL Server, Access, Databases
Education
New York University 2006 — 2010
BA, Economics
Seton Hall University 2014 — 2015
Certificate of Advanced Study in Accounting, Accounting
Seton Hall University
Master of Business Administration (MBA), Finance, General
Verizon Wireless March 2014 - Present
Verizon Wireless February 2013 - March 2014
Globe Tax Services May 2011 - February 2013
Laundry Express October 2009 - February 2013
Bloomberg May 2010 - August 2010
Bloomberg August 2008 - May 2010
Bloomberg June 2008 - August 2008
AXA Advisors January 2008 - May 2008
Skills
Finance, Financial Analysis, Analysis, Bloomberg, Financial Modeling, Excel, Financial Markets, Microsoft Excel, Accounting, Tax, Word, Microsoft Office, Fixed Income, Spanish, Financial Reporting, Financial Services, MS Excel Pivot Tables, SQL, Bloomberg Terminal, Outlook, Process Improvement, VBA, Pivot Tables, International Tax, Economics, Forecasting, SAP, Data Analysis, Data Warehousing, Microsoft SQL Server, Access, Databases
Education
New York University 2006 — 2010
BA, Economics
Seton Hall University 2014 — 2015
Certificate of Advanced Study in Accounting, Accounting
Seton Hall University
Master of Business Administration (MBA), Finance, General
Corey Voggesser Corey Voggesser's AXA Advisors Experience November 1994 - November 1998
Job Senior Trust & Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo March 2006 - March 2012
Flood and Peterson November 1998 - February 2006
AXA Advisors November 1994 - November 1998
Skills
Risk Management, Business Development, Strategic Planning, Team Building, Sales Management, Public Speaking, Wealth Management..., Estate Planning, Personal Financial..., Business Transition, Elder Law
Education
College for Financial Planning 2013 — 2015
CFP-Certified Financial Planner, Finance and Financial Management Services
The Institute of Certified Bankers 2008 — 2008
Certified Trust Financial Advisor, CTFA, Trust and Finance
Montana State University-Bozeman 1989 — 1994
Bachelor of Arts (BA), Business & Communications
Loveland High School 1986 — 1989
Wells Fargo March 2012 - Present
Wells Fargo March 2006 - March 2012
Flood and Peterson November 1998 - February 2006
AXA Advisors November 1994 - November 1998
Skills
Risk Management, Business Development, Strategic Planning, Team Building, Sales Management, Public Speaking, Wealth Management..., Estate Planning, Personal Financial..., Business Transition, Elder Law
Education
College for Financial Planning 2013 — 2015
CFP-Certified Financial Planner, Finance and Financial Management Services
The Institute of Certified Bankers 2008 — 2008
Certified Trust Financial Advisor, CTFA, Trust and Finance
Montana State University-Bozeman 1989 — 1994
Bachelor of Arts (BA), Business & Communications
Loveland High School 1986 — 1989
Lingzi Gao Lingzi Gao's AXA Advisors Experience June 2014 - August 2014
Job Assistant at AXA Advisors
Industry Human Resources
Experience
AXA Advisors June 2014 - August 2014
AXA Advisors May 2014 - August 2014
Stella McCartney January 2014 - January 2014
March of Dimes October 2013 - December 2013
Hongkong WingTaiHing co.,Ltd December 2011 - January 2012
SHENZHEN EVERSHINING BIOTECHNOLOGY Co.,Ltd June 2011 - August 2011
Skills
Research, English, Management, Corporate Finance, Communication, Microsoft Excel, Microsoft Office, Human Resources, Social Networking, Social Media, Event Planning, Strategic Planning, Event Management, Recruiting, Public Relations
Education
New York University 2013 — 2015
Master's degree, Human Resources Management/Personnel Administration, General
Ohio State University - Fisher College of Business 2010 — 2012
Bachelors Degree, B.S. Finance
AXA Advisors June 2014 - August 2014
AXA Advisors May 2014 - August 2014
Stella McCartney January 2014 - January 2014
March of Dimes October 2013 - December 2013
Hongkong WingTaiHing co.,Ltd December 2011 - January 2012
SHENZHEN EVERSHINING BIOTECHNOLOGY Co.,Ltd June 2011 - August 2011
Skills
Research, English, Management, Corporate Finance, Communication, Microsoft Excel, Microsoft Office, Human Resources, Social Networking, Social Media, Event Planning, Strategic Planning, Event Management, Recruiting, Public Relations
Education
New York University 2013 — 2015
Master's degree, Human Resources Management/Personnel Administration, General
Ohio State University - Fisher College of Business 2010 — 2012
Bachelors Degree, B.S. Finance
Julia Li-Chu Chen Julia Li-Chu Chen's AXA Advisors Experience February 2014 - March 2014
Job Intern at United Nations
Industry Financial Services
Experience
AXA Advisors February 2014 - March 2014
United Nations October 2013 - December 2013
Deloitte & Touche July 2010 - August 2010
Skills
Mandarin, SAS, Auditing, Facebook, Microeconomics, Macroeconomics, Microsoft Word, Microsoft Excel, PowerPoint, Quantitative Analytics, Corporate Finance, Quantitative Finance, Fixed Income Analysis, Economics, Financial Reporting, Financial Accounting, DCF Valuation, Company Valuation, Policy Analysis
Education
New York University 2012 — 2014
Master of Arts (MA), International Business and International Politics
New York University - Leonard N. Stern School of Business 2012 — 2014
Finance
National Taiwan University 2008 — 2012
Bachelor of Arts (BA), Economics
National Experimental High School 2005 — 2008
High School Diploma
AXA Advisors February 2014 - March 2014
United Nations October 2013 - December 2013
Deloitte & Touche July 2010 - August 2010
Skills
Mandarin, SAS, Auditing, Facebook, Microeconomics, Macroeconomics, Microsoft Word, Microsoft Excel, PowerPoint, Quantitative Analytics, Corporate Finance, Quantitative Finance, Fixed Income Analysis, Economics, Financial Reporting, Financial Accounting, DCF Valuation, Company Valuation, Policy Analysis
Education
New York University 2012 — 2014
Master of Arts (MA), International Business and International Politics
New York University - Leonard N. Stern School of Business 2012 — 2014
Finance
National Taiwan University 2008 — 2012
Bachelor of Arts (BA), Economics
National Experimental High School 2005 — 2008
High School Diploma
Nicholas Kreutzberg Nicholas Kreutzberg's AXA Advisors Experience December 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
FHG Enterprises, LLC August 2007 - May 2010
FHG Enterprises, LLC July 2005 - August 2007
Skills
Helping Clients Succeed, Networking, Fishing, Volleyball, LIBBA, Events Held On The Beach, Risk Management, Asset Management
Education
Nassau Community College
AXA Advisors December 2011 - Present
FHG Enterprises, LLC August 2007 - May 2010
FHG Enterprises, LLC July 2005 - August 2007
Skills
Helping Clients Succeed, Networking, Fishing, Volleyball, LIBBA, Events Held On The Beach, Risk Management, Asset Management
Education
Nassau Community College
Janice Ho Janice Ho's AXA Advisors Experience February 2014 - May 2014
Job Student at New York University's Stern School of Business
Industry Accounting
Experience
Banyan Group LLC March 2012 - Present
AXA Advisors February 2014 - May 2014
Jing Daily June 2013 - August 2013
Teal Orbit June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Research, PowerPoint, Facebook, Twitter, Chinese, Advertising, Blogging, Social Networking, Editing
Education
New York University 2012 — 2016
North Hunterdon High School 2009 — 2012
Banyan Group LLC March 2012 - Present
AXA Advisors February 2014 - May 2014
Jing Daily June 2013 - August 2013
Teal Orbit June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Research, PowerPoint, Facebook, Twitter, Chinese, Advertising, Blogging, Social Networking, Editing
Education
New York University 2012 — 2016
North Hunterdon High School 2009 — 2012
Amnay Labou Amnay Labou's AXA Advisors Experience January 2012 - June 2012
Job Real Estate Services at Omnicom & Licensed Real Estate Salesperson
Industry Real Estate
Experience
Omnicom August 2015 - Present
Corporate Real Estate - NBCUniversal, Inc. August 2013 - August 2015
Fountain Realty Group January 2013 - June 2013
AXA Advisors January 2012 - June 2012
Alcatel-Lucent July 2010 - June 2011
Skills
Finance, Financial Analysis, Corporate Finance, Investments, Commercial Real Estate, Microsoft Excel, Financial Modeling, PowerPoint, Corporate Real Estate, English, Entrepreneurship, Microsoft Office, Market Research, Valuation, Insurance, Analyses, Management, Français, Négociations, Stratégie, Reporting financier, Marketing, Real Estate Transactions, Real Estate, French, Analysis, Financial Reporting, Negotiation, Strategy
Education
New York University 2015 — 2016
Certificate in Real Estate Finance and Investment, Real Estate
INSEEC Business School - London 2009 — 2012
Master's degree, Corporate Finance & Private Equity, Graduate
Université Panthéon Assas (Paris II) 2005 — 2009
Bachelor, International Economics, Graduate
Omnicom August 2015 - Present
Corporate Real Estate - NBCUniversal, Inc. August 2013 - August 2015
Fountain Realty Group January 2013 - June 2013
AXA Advisors January 2012 - June 2012
Alcatel-Lucent July 2010 - June 2011
Skills
Finance, Financial Analysis, Corporate Finance, Investments, Commercial Real Estate, Microsoft Excel, Financial Modeling, PowerPoint, Corporate Real Estate, English, Entrepreneurship, Microsoft Office, Market Research, Valuation, Insurance, Analyses, Management, Français, Négociations, Stratégie, Reporting financier, Marketing, Real Estate Transactions, Real Estate, French, Analysis, Financial Reporting, Negotiation, Strategy
Education
New York University 2015 — 2016
Certificate in Real Estate Finance and Investment, Real Estate
INSEEC Business School - London 2009 — 2012
Master's degree, Corporate Finance & Private Equity, Graduate
Université Panthéon Assas (Paris II) 2005 — 2009
Bachelor, International Economics, Graduate
Dina Kunets Dina Kunets's AXA Advisors Experience January 2014 - July 2014
Job Campaign manager
Industry Financial Services
Experience
AXA Advisors January 2014 - July 2014
Xaxis April 2014 - May 2014
Superdry August 2013 - January 2014
New York University January 2013 - May 2013
New York University September 2012 - April 2013
Skills
Mathematics, American Literature, Academia, Economics, Statistics, Quantitative Finance, Quantitative Analytics, Statistical Modeling, Data Analysis, Stata, Research, Microsoft Office, Photoshop
Education
Saint Petersburg State Polytechnical University 2014 — 2016
Master's degree, Math modeling and technology
New York University 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Universität Osnabrück 2012 — 2012
German Language and Literature
AXA Advisors January 2014 - July 2014
Xaxis April 2014 - May 2014
Superdry August 2013 - January 2014
New York University January 2013 - May 2013
New York University September 2012 - April 2013
Skills
Mathematics, American Literature, Academia, Economics, Statistics, Quantitative Finance, Quantitative Analytics, Statistical Modeling, Data Analysis, Stata, Research, Microsoft Office, Photoshop
Education
Saint Petersburg State Polytechnical University 2014 — 2016
Master's degree, Math modeling and technology
New York University 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Universität Osnabrück 2012 — 2012
German Language and Literature
Garner Montierde Garner Montierde's AXA Advisors Experience July 2004 - October 2007
Job EPIC Credentialed Trainer in Resolute Hospital Billing, Single Billing Office (SBO), Research Billing and Optime
Industry Hospital & Health Care
Experience
Optimum Healthcare IT at Montefiore Medical Center December 2014 - Present
Educational Testing Service (ETS) April 2001 - December 2014
Reading Health System January 2013 - February 2013
NYU Langone Medical Center July 2012 - December 2012
AXA Advisors July 2004 - October 2007
The MONY Group January 2001 - July 2004
Charles Schwab March 1999 - December 2000
Skills
Training, Epic Systems, Epic v. 2014, Epic Resolute Hospital..., Epic Single Billing..., Epic Research Billing, Epic Optime, Epic v. 2012, EMR, Healthcare Information..., Employee Training, Leadership, Public Speaking, Hospitals, Access, Management, SharePoint, Software Documentation, Process Improvement, EHR, Instructional Design, Data Analysis, PeopleSoft, Healthcare, Customer Service, HIPAA, Outlook, Instructor-led Training, Software Implementation, Hands-on Training, Captivate, Visio, Analysis, Consulting, Cerner, Finance, Change Management, Informatics, Epic MST Build
Education
University of Scranton 1993 — 1998
Bachelor of Science (B.S.), International Studies
The New School
Non-credit, Architectural History
New York University
Non-credit, Global Affairs
Xavier High School 1989 — 1993
Optimum Healthcare IT at Montefiore Medical Center December 2014 - Present
Educational Testing Service (ETS) April 2001 - December 2014
Reading Health System January 2013 - February 2013
NYU Langone Medical Center July 2012 - December 2012
AXA Advisors July 2004 - October 2007
The MONY Group January 2001 - July 2004
Charles Schwab March 1999 - December 2000
Skills
Training, Epic Systems, Epic v. 2014, Epic Resolute Hospital..., Epic Single Billing..., Epic Research Billing, Epic Optime, Epic v. 2012, EMR, Healthcare Information..., Employee Training, Leadership, Public Speaking, Hospitals, Access, Management, SharePoint, Software Documentation, Process Improvement, EHR, Instructional Design, Data Analysis, PeopleSoft, Healthcare, Customer Service, HIPAA, Outlook, Instructor-led Training, Software Implementation, Hands-on Training, Captivate, Visio, Analysis, Consulting, Cerner, Finance, Change Management, Informatics, Epic MST Build
Education
University of Scranton 1993 — 1998
Bachelor of Science (B.S.), International Studies
The New School
Non-credit, Architectural History
New York University
Non-credit, Global Affairs
Xavier High School 1989 — 1993
Kyle Hopkins's AXA Advisors Experience 2013 - 2013
Job Financial Analyst at Pyramid Management Group
Industry Financial Services
Experience
Pyramid Management Group June 2014 - Present
Pyramid Management Group 2013 - 2013
AXA Advisors 2013 - 2013
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Major GPA 3.9; Overall GPA 3.72
National University of Ireland, Galway 2012 — 2012
Science and Celtic studies
Christian Brothers Academy 2006 — 2010
NYS Regents Diploma Advanced with Honors
Pyramid Management Group June 2014 - Present
Pyramid Management Group 2013 - 2013
AXA Advisors 2013 - 2013
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Major GPA 3.9; Overall GPA 3.72
National University of Ireland, Galway 2012 — 2012
Science and Celtic studies
Christian Brothers Academy 2006 — 2010
NYS Regents Diploma Advanced with Honors
Haley Grant's AXA Advisors Experience August 2010 - March 2011
Job Sentinel Capital Partners
Industry Financial Services
Experience
Sentinel Capital Partners August 2014 - Present
Sentinel Capital Partners January 2012 - August 2014
CAIS Group September 2011 - November 2011
AXA Advisors August 2010 - March 2011
Spurlock Museum, UIUC September 2006 - July 2010
Skills
French, Research, Fundraising, Event Planning, PowerPoint, Social Media, Investments, Marketing, Financial Analysis, Social Networking, Public Speaking, Private Equity, Databases, Alternative Investments, Microsoft Excel, Strategic Planning
Education
New York University 2010 — 2011
M.A., European and Mediterranean Studies
University of Illinois at Urbana-Champaign 2006 — 2010
B.A. French, Commercial French/ International Management
Sentinel Capital Partners August 2014 - Present
Sentinel Capital Partners January 2012 - August 2014
CAIS Group September 2011 - November 2011
AXA Advisors August 2010 - March 2011
Spurlock Museum, UIUC September 2006 - July 2010
Skills
French, Research, Fundraising, Event Planning, PowerPoint, Social Media, Investments, Marketing, Financial Analysis, Social Networking, Public Speaking, Private Equity, Databases, Alternative Investments, Microsoft Excel, Strategic Planning
Education
New York University 2010 — 2011
M.A., European and Mediterranean Studies
University of Illinois at Urbana-Champaign 2006 — 2010
B.A. French, Commercial French/ International Management
Jonathan Z. Lee Jonathan Z. Lee's AXA Advisors Experience November 2009 - August 2010
Job Engagement Manager at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman July 2011 - Present
AXA Advisors November 2009 - August 2010
Howroyd and Benjamin Wealth Advisors June 2009 - August 2009
Singapore Economic Development Board July 2008 - August 2008
Singapore Armed Forces July 2005 - July 2007
Education
New York University 2007 — 2011
B.A., Economics
NYU Florence 2007 — 2008
Singapore American School
Oliver Wyman July 2011 - Present
AXA Advisors November 2009 - August 2010
Howroyd and Benjamin Wealth Advisors June 2009 - August 2009
Singapore Economic Development Board July 2008 - August 2008
Singapore Armed Forces July 2005 - July 2007
Education
New York University 2007 — 2011
B.A., Economics
NYU Florence 2007 — 2008
Singapore American School
YuBo Li's AXA Advisors Experience April 2015 - July 2015
Job Strategic Asset Allocation & Solutions
Industry Financial Services
Experience
AXA Advisors April 2015 - July 2015
New York University March 2015 - July 2015
Xiamen University September 2012 - June 2014
Qilu Security Ltd., Co. August 2013 - September 2013
Qilu Security Ltd., Co. June 2013 - July 2013
Skills
Matlab, C++, Python, Quantitative Analytics, Microsoft Excel, Fixed Income, Economics, Teamwork, Econometrics, LaTeX, Stochastic Calculus, SQL, Bloomberg, SPSS, SAS
Education
New York University 2014 — 2016
Master's Degree, Financial Engineering, 3.88/4.00
Xiamen University 2010 — 2014
Bachelor's Degree, Applied Mathematics, Major: 3.74/4.0
Xiamen University 2012 — 2014
Bachelor's Degree, Quantitative Finance, 3.75/4.0
AXA Advisors April 2015 - July 2015
New York University March 2015 - July 2015
Xiamen University September 2012 - June 2014
Qilu Security Ltd., Co. August 2013 - September 2013
Qilu Security Ltd., Co. June 2013 - July 2013
Skills
Matlab, C++, Python, Quantitative Analytics, Microsoft Excel, Fixed Income, Economics, Teamwork, Econometrics, LaTeX, Stochastic Calculus, SQL, Bloomberg, SPSS, SAS
Education
New York University 2014 — 2016
Master's Degree, Financial Engineering, 3.88/4.00
Xiamen University 2010 — 2014
Bachelor's Degree, Applied Mathematics, Major: 3.74/4.0
Xiamen University 2012 — 2014
Bachelor's Degree, Quantitative Finance, 3.75/4.0
Marshall Chen Zhangmiao Marshall Chen Zhangmiao's AXA Advisors Experience July 2014 - September 2014
Job Operational Specialist at Xunwei Co.
Industry Management Consulting
Experience
Xunwei Co. September 2014 - February 2015
AXA Advisors July 2014 - September 2014
Duote Industrial Corporation January 2013 - May 2013
Allinvestment Co., Ltd August 2012 - December 2012
14th China International Fair for Investment & Trade(CIFIT) September 2010 - September 2010
North American Summer English Camp July 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Research, Teamwork, Access, Analytical Skills, Prezi, Analysis, Data Analysis, Event Planning, Finance, Public Speaking, Marketing
Education
New York University 2013 — 2015
Master's degree, Enterprise risk management, Year 2
Xunwei Co. September 2014 - February 2015
AXA Advisors July 2014 - September 2014
Duote Industrial Corporation January 2013 - May 2013
Allinvestment Co., Ltd August 2012 - December 2012
14th China International Fair for Investment & Trade(CIFIT) September 2010 - September 2010
North American Summer English Camp July 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Research, Teamwork, Access, Analytical Skills, Prezi, Analysis, Data Analysis, Event Planning, Finance, Public Speaking, Marketing
Education
New York University 2013 — 2015
Master's degree, Enterprise risk management, Year 2
Vincent Nardone Vincent Nardone's AXA Advisors Experience May 2013 - September 2013
Job Talent Buyer Coordinator at AEG Live
Industry Entertainment
Experience
AEG Live May 2014 - Present
Diesel December 2011 - May 2014
AXA Advisors May 2013 - September 2013
AEG Live May 2012 - September 2013
Little Empire Music August 2010 - August 2012
Stafford Grille June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Creative Suite, Photoshop, Sales, Ticketing, Ticketmaster, Ticket Sales, Event Promotion, Food, Fashion, Leadership, Styling, Management, Financial Analysis, Merchandising, PowerPoint, Promotions, Social Media, Social Media Marketing, Event Planning, Entertainment, Social Networking, Facebook
Education
New York University 2010 — 2014
Bachelor's Degree, Finance, Business of Enterntainment, Media, & Technology
New York University, Stern School of Business 2010 — 2014
Bachelor's Degree, Finance, Business of Entertainment, Media, & Technology
Delaware Valley Regional High School 2006 — 2010
AEG Live May 2014 - Present
Diesel December 2011 - May 2014
AXA Advisors May 2013 - September 2013
AEG Live May 2012 - September 2013
Little Empire Music August 2010 - August 2012
Stafford Grille June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Creative Suite, Photoshop, Sales, Ticketing, Ticketmaster, Ticket Sales, Event Promotion, Food, Fashion, Leadership, Styling, Management, Financial Analysis, Merchandising, PowerPoint, Promotions, Social Media, Social Media Marketing, Event Planning, Entertainment, Social Networking, Facebook
Education
New York University 2010 — 2014
Bachelor's Degree, Finance, Business of Enterntainment, Media, & Technology
New York University, Stern School of Business 2010 — 2014
Bachelor's Degree, Finance, Business of Entertainment, Media, & Technology
Delaware Valley Regional High School 2006 — 2010
Peter D Sukeena Peter D Sukeena's AXA Advisors Experience January 2010 - December 2013
Job Financial Advisor at MassMutual Albany
Industry Financial Services
John Timmerman John Timmerman's AXA Advisors Experience November 2005 - July 2012
Job Partner in S & T Strategic Trading LLC
Industry Financial Services
Experience
S & T Strategic Trading LLC March 2014 - Present
MetLife July 2012 - December 2013
AXA Advisors November 2005 - July 2012
Skills
Investment Strategies, Insurance Solutions, Financial Services, Insurance, FINRA
Education
Nebraska Wesleyan University
Bachelor of Sciece, Business Administration
S & T Strategic Trading LLC March 2014 - Present
MetLife July 2012 - December 2013
AXA Advisors November 2005 - July 2012
Skills
Investment Strategies, Insurance Solutions, Financial Services, Insurance, FINRA
Education
Nebraska Wesleyan University
Bachelor of Sciece, Business Administration
Carly Fryett's AXA Advisors Experience January 2009 - April 2009
Job Year 1 Teacher at West Green Primary School
Industry Primary/Secondary Education
Experience
West Green Primary School September 2014 - Present
St. Mary's CE Primary School October 2013 - July 2014
Vision Teaching September 2013 - October 2013
University of Toronto - Ontario Institute for Studies in Education September 2012 - June 2013
Lawrence Veterinary Clinic March 2011 - October 2011
Scotia Capital May 2010 - August 2010
Scotiabank May 2009 - August 2009
AXA Advisors January 2009 - April 2009
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Banking, Investments, Marketing, Customer Service, Analysis, Auditing, Classroom Management, Management, Elementary Education, Teaching, Early Childhood..., Special Education, Behavior Management, Account Reconciliation, Differentiated..., Leadership, Lesson Planning, Experience Working with..., Nurturing, Social Media, Microsoft Office
Education
University of Toronto - Ontario Institute for Studies in Education 2012 — 2013
Bachelor of Education (B.Ed.), Primary/Junior Education
New York University 2006 — 2010
BA, History
The American School in London
The American School in London
West Green Primary School September 2014 - Present
St. Mary's CE Primary School October 2013 - July 2014
Vision Teaching September 2013 - October 2013
University of Toronto - Ontario Institute for Studies in Education September 2012 - June 2013
Lawrence Veterinary Clinic March 2011 - October 2011
Scotia Capital May 2010 - August 2010
Scotiabank May 2009 - August 2009
AXA Advisors January 2009 - April 2009
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Banking, Investments, Marketing, Customer Service, Analysis, Auditing, Classroom Management, Management, Elementary Education, Teaching, Early Childhood..., Special Education, Behavior Management, Account Reconciliation, Differentiated..., Leadership, Lesson Planning, Experience Working with..., Nurturing, Social Media, Microsoft Office
Education
University of Toronto - Ontario Institute for Studies in Education 2012 — 2013
Bachelor of Education (B.Ed.), Primary/Junior Education
New York University 2006 — 2010
BA, History
The American School in London
The American School in London
Kevin Zalewski's AXA Advisors Experience November 2012 - January 2014
Job Project Management / Sales at ARI Products Inc.
Industry Construction
Experience
ARI Products Inc. February 2014 - Present
Parsippany Soccer Club January 2010 - Present
United States Soccer Federation January 2005 - Present
AXA Advisors November 2012 - January 2014
Velocity Sports Performance May 2010 - September 2010
Skills
Coaching, Soccer, PowerPoint, Leadership, Microsoft Excel, Customer Service, Sales, Athletics, Small Business, Sports, Microsoft Office, Social Media, Team Building, Account Management, Management, Training, Team Leadership, Salesforce.com, Marketing, Public Speaking, Sports Management, Microsoft Word, Insurance, Personal Training, Series 7, Teamwork, Event Management, Research, Event Planning, Time Management
Education
Montclair State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Seton Hall University 2010 — 2011
Business
Stony Brook University 2008 — 2009
Parsippany High School 2004 — 2008
ARI Products Inc. February 2014 - Present
Parsippany Soccer Club January 2010 - Present
United States Soccer Federation January 2005 - Present
AXA Advisors November 2012 - January 2014
Velocity Sports Performance May 2010 - September 2010
Skills
Coaching, Soccer, PowerPoint, Leadership, Microsoft Excel, Customer Service, Sales, Athletics, Small Business, Sports, Microsoft Office, Social Media, Team Building, Account Management, Management, Training, Team Leadership, Salesforce.com, Marketing, Public Speaking, Sports Management, Microsoft Word, Insurance, Personal Training, Series 7, Teamwork, Event Management, Research, Event Planning, Time Management
Education
Montclair State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Seton Hall University 2010 — 2011
Business
Stony Brook University 2008 — 2009
Parsippany High School 2004 — 2008
Liling Wang Liling Wang's AXA Advisors Experience August 2015 - Present
Job Intern at AXA Advisors
Industry
Experience
AXA Advisors August 2015 - Present
Kumon February 2013 - Present
Wei Bo Learning Org July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Python, Social Media, Microsoft Office, Public Speaking, Teamwork, Research, Customer Service, Event Planning, Tutoring, Social Networking, Time Management
Education
New York University 2012 — 2016
Bachelor's Degree, Economics
AXA Advisors August 2015 - Present
Kumon February 2013 - Present
Wei Bo Learning Org July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Python, Social Media, Microsoft Office, Public Speaking, Teamwork, Research, Customer Service, Event Planning, Tutoring, Social Networking, Time Management
Education
New York University 2012 — 2016
Bachelor's Degree, Economics
John Taormina's AXA Advisors Experience June 2014 - October 2014
Job Business Developer at dailymotion
Industry Internet
Experience
dailymotion July 2015 - Present
CVS Health May 2013 - July 2015
UK Trade & Investment (UKTI) September 2014 - December 2014
New York University May 2013 - December 2014
AXA Advisors June 2014 - October 2014
Aptinet Inc June 2013 - August 2013
Skills
Microsoft Office, New Business Development, Microsoft Word, Project Delivery, Public Speaking, Team Leadership, Sales, Client Services, Organization Of Events, Purchase Orders, Multi-media Marketing..., Market Research, Financial Market..., Office Administration, Client Relations, Media Outreach, Social Media Marketing, Salesforce.com, Hosting Events, Executive..., Telephone Skills, Computer Proficiency, Business Relationship..., International Business
Education
New York University 2011 — 2015
BA in Psychology from NYU College of Arts & Siences, Business Studies minor at NYU Stern School of Business
dailymotion July 2015 - Present
CVS Health May 2013 - July 2015
UK Trade & Investment (UKTI) September 2014 - December 2014
New York University May 2013 - December 2014
AXA Advisors June 2014 - October 2014
Aptinet Inc June 2013 - August 2013
Skills
Microsoft Office, New Business Development, Microsoft Word, Project Delivery, Public Speaking, Team Leadership, Sales, Client Services, Organization Of Events, Purchase Orders, Multi-media Marketing..., Market Research, Financial Market..., Office Administration, Client Relations, Media Outreach, Social Media Marketing, Salesforce.com, Hosting Events, Executive..., Telephone Skills, Computer Proficiency, Business Relationship..., International Business
Education
New York University 2011 — 2015
BA in Psychology from NYU College of Arts & Siences, Business Studies minor at NYU Stern School of Business
Tim White-Sobieski's AXA Advisors Experience January 2001 - October 2001
Job Film Director, Cinematographer
Industry Motion Pictures and Film
Experience
TWS Studios April 2002 - Present
Dreamworks Films February 1998 - Present
Black Magic Film Editors International April 2005 - Present
AXA Advisors January 2001 - October 2001
Marsh & McLennan Companies, Inc. March 2000 - January 2001
Skills
Film Production, Cinematography, Stage Lighting, Film Editing, Film Festivals, Feature Films, Camera Operating, Video Production, Sound Editing, Screenwriting, Commercials, Short Films, Film, Video Editing, Camera Operation
Education
New York University
Master of Arts (MA), Cinematography and Film/Video Production
Parsons School of Design
TWS Studios April 2002 - Present
Dreamworks Films February 1998 - Present
Black Magic Film Editors International April 2005 - Present
AXA Advisors January 2001 - October 2001
Marsh & McLennan Companies, Inc. March 2000 - January 2001
Skills
Film Production, Cinematography, Stage Lighting, Film Editing, Film Festivals, Feature Films, Camera Operating, Video Production, Sound Editing, Screenwriting, Commercials, Short Films, Film, Video Editing, Camera Operation
Education
New York University
Master of Arts (MA), Cinematography and Film/Video Production
Parsons School of Design
Dillon Burdette's AXA Advisors Experience December 2014 - Present
Job Financial Professional, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
City of Raleigh Municipal Government March 2014 - December 2014
Capitol Financial Solutions September 2014 - November 2014
Merrill Lynch June 2014 - July 2014
Rotunda Builders May 2013 - July 2013
Skills
Finance, Insurance, Financial Planning, Business Planning, Investments, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Sports, Microsoft Word, PowerPoint
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Dual B.S. Accounting & Entrepreneurship, Graduate
Hickory Ridge High School 2007 — 2012
High School Diploma
AXA Advisors December 2014 - Present
City of Raleigh Municipal Government March 2014 - December 2014
Capitol Financial Solutions September 2014 - November 2014
Merrill Lynch June 2014 - July 2014
Rotunda Builders May 2013 - July 2013
Skills
Finance, Insurance, Financial Planning, Business Planning, Investments, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Sports, Microsoft Word, PowerPoint
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Dual B.S. Accounting & Entrepreneurship, Graduate
Hickory Ridge High School 2007 — 2012
High School Diploma
Steven Maurer Steven Maurer's AXA Advisors Experience January 2013 - May 2013
Job Estimator at Litespeed Electric Inc.
Industry Construction
Experience
Litespeed Electric Inc. September 2015 - Present
Litespeed Electric July 2014 - Present
Community Services for Children January 2014 - May 2014
SHRM Lehigh Valley Student Chapter August 2013 - May 2014
Moravian College Football August 2012 - November 2013
Sneaky Pete's Beverage June 2013 - September 2013
AXA Advisors January 2013 - May 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Strategic Planning, Public Speaking, Negotiation, Branding, Sales, Employee Training, QuickBooks, Typing, Proofreading, LinkedIn, Fitness, Leadership, Creative Writing
Education
Moravian College 2010 — 2014
Bachelor's Degree, Business Management
Litespeed Electric Inc. September 2015 - Present
Litespeed Electric July 2014 - Present
Community Services for Children January 2014 - May 2014
SHRM Lehigh Valley Student Chapter August 2013 - May 2014
Moravian College Football August 2012 - November 2013
Sneaky Pete's Beverage June 2013 - September 2013
AXA Advisors January 2013 - May 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Strategic Planning, Public Speaking, Negotiation, Branding, Sales, Employee Training, QuickBooks, Typing, Proofreading, LinkedIn, Fitness, Leadership, Creative Writing
Education
Moravian College 2010 — 2014
Bachelor's Degree, Business Management
Chris Xu Chris Xu's AXA Advisors Experience October 2013 - Present
Job Research Analyst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Island Fire Sprinkler November 2012 - July 2013
Skills
Data Analysis, Engineering, Project Management, Asset Management, Alternative Investments, Equity Research, Mutual Funds
Education
New York University 2008 — 2012
B.S., Mechanical Engineering
2016 Level II Candidate in the CFA Program
AXA Advisors October 2013 - Present
Island Fire Sprinkler November 2012 - July 2013
Skills
Data Analysis, Engineering, Project Management, Asset Management, Alternative Investments, Equity Research, Mutual Funds
Education
New York University 2008 — 2012
B.S., Mechanical Engineering
2016 Level II Candidate in the CFA Program
Igor Zubrzycki Igor Zubrzycki's AXA Advisors Experience September 2013 - June 2014
Job | Finance | Financial Analyst
Industry Financial Services
Experience
Braemar Country Club June 2010 - Present
AXA Advisors September 2013 - June 2014
Skills
Business Analysis, Team Leadership, Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Supervisory Skills, Microsoft Excel, Project Management, Project Planning, Budgets, Risk Management, Business Strategy
Education
State University of New York College at Brockport 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Monroe Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Braemar Country Club June 2010 - Present
AXA Advisors September 2013 - June 2014
Skills
Business Analysis, Team Leadership, Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Supervisory Skills, Microsoft Excel, Project Management, Project Planning, Budgets, Risk Management, Business Strategy
Education
State University of New York College at Brockport 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Monroe Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Heyang Sun Heyang Sun's AXA Advisors Experience August 2013 - September 2013
Job Publisher/Financial Writer at Marcum Bernstein & Pinchuk LLP
Industry Financial Services
Experience
Marcum Bernstein & Pinchuk LLP December 2014 - Present
AXA Advisors August 2013 - September 2013
CCG Investor Relations April 2013 - July 2013
APMG-International Trendsetting Consulting November 2011 - March 2012
CITIC Securities July 2011 - September 2011
Skills
Microsoft Excel, Stata, English, C++ Language, Economics, Financial Analysis, Mandarin, Data Analysis, Investor Relations, Equity Research, Analysis, Financial Modeling, Statistics, Microsoft Office, Research, C++, Finance
Education
New York University 2012 — 2014
Master's degree, Economics
Peking University 2008 — 2012
Bachelor of Science (BS), Economics
National Chiao Tung University 2011 — 2011
exchange student, Finance and Financial Management Services
shenzhen senior high school
Marcum Bernstein & Pinchuk LLP December 2014 - Present
AXA Advisors August 2013 - September 2013
CCG Investor Relations April 2013 - July 2013
APMG-International Trendsetting Consulting November 2011 - March 2012
CITIC Securities July 2011 - September 2011
Skills
Microsoft Excel, Stata, English, C++ Language, Economics, Financial Analysis, Mandarin, Data Analysis, Investor Relations, Equity Research, Analysis, Financial Modeling, Statistics, Microsoft Office, Research, C++, Finance
Education
New York University 2012 — 2014
Master's degree, Economics
Peking University 2008 — 2012
Bachelor of Science (BS), Economics
National Chiao Tung University 2011 — 2011
exchange student, Finance and Financial Management Services
shenzhen senior high school
Gerard Morra Gerard Morra's AXA Advisors Experience January 2003 - December 2007
Job Regional Supervisor National Securities
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
Marvin Glasgold Marvin Glasgold's AXA Advisors Experience April 2012 - Present
Job Mortgage Loan Originator at Interstate Home Loans
Industry Financial Services
Experience
Interstate Home Loans October 2013 - Present
AXA Advisors April 2012 - Present
United Northern Mortgage Bankers, Ltd. June 2013 - October 2013
Wells Fargo Advisors June 2011 - April 2012
Aflac NY 2010 - 2011
HSBC 2001 - 2007
Skills
529 Plans, Wealth Management, Wealth Accumulation, College Savings Plans, Series 63, Education Funding, Fixed Annuities, Life & Health Insurance..., Roth IRA, Saving for Education, Mutual Funds, Financial Planners, Estate Planning, NMLS Licensed
Education
Nassau Community College
Financial Planning and Services
Interstate Home Loans October 2013 - Present
AXA Advisors April 2012 - Present
United Northern Mortgage Bankers, Ltd. June 2013 - October 2013
Wells Fargo Advisors June 2011 - April 2012
Aflac NY 2010 - 2011
HSBC 2001 - 2007
Skills
529 Plans, Wealth Management, Wealth Accumulation, College Savings Plans, Series 63, Education Funding, Fixed Annuities, Life & Health Insurance..., Roth IRA, Saving for Education, Mutual Funds, Financial Planners, Estate Planning, NMLS Licensed
Education
Nassau Community College
Financial Planning and Services
Craig Hilliard, MPA's AXA Advisors Experience June 2006 - January 2008
Job Contracting Officer at U.S. Department of Veterans Affairs
Industry Government Administration
Experience
U.S. Department of Veterans Affairs May 2012 - Present
Philadelphia VA Medical Center May 2012 - May 2014
Veterans Benefit Admin February 2008 - May 2012
Department of Veterans Affairs February 2008 - May 2012
AXA Advisors June 2006 - January 2008
US Army April 2002 - June 2005
Skills
Policy Analysis, Government, Policy, Data Analysis, Public Speaking, Program Management, Contract Management, Contract Negotiation, Government Procurement, Federal Government, Veterans Benefits, Veterans Administration, Veterans Affairs, Fellowships, Community Outreach, Program Evaluation, Grant Writing, Government Contracting, Team Building, SPSS, Politics, Leadership, Military, Program Development, DoD, Proposal Writing, Defense, Grants, Economic Development, Statistics, Public Policy, Qualitative Research, Analysis, Security Clearance, Legislative Relations
Education
University of Pennsylvania 2010 — 2012
Master of Public Administration (MPA), Government Administration, 3.65
Muskingum College 1997 — 2001
B.S., Neuroscience
U.S. Department of Veterans Affairs May 2012 - Present
Philadelphia VA Medical Center May 2012 - May 2014
Veterans Benefit Admin February 2008 - May 2012
Department of Veterans Affairs February 2008 - May 2012
AXA Advisors June 2006 - January 2008
US Army April 2002 - June 2005
Skills
Policy Analysis, Government, Policy, Data Analysis, Public Speaking, Program Management, Contract Management, Contract Negotiation, Government Procurement, Federal Government, Veterans Benefits, Veterans Administration, Veterans Affairs, Fellowships, Community Outreach, Program Evaluation, Grant Writing, Government Contracting, Team Building, SPSS, Politics, Leadership, Military, Program Development, DoD, Proposal Writing, Defense, Grants, Economic Development, Statistics, Public Policy, Qualitative Research, Analysis, Security Clearance, Legislative Relations
Education
University of Pennsylvania 2010 — 2012
Master of Public Administration (MPA), Government Administration, 3.65
Muskingum College 1997 — 2001
B.S., Neuroscience
David Vorpe's AXA Advisors Experience October 2002 - July 2004
Job Data Flow Analysis, Customer Relations and Training
Industry Information Technology and Services
Experience
Humana May 2010 - February 2015
Humana September 2007 - April 2010
Humana June 2005 - August 2007
Radio Shack August 2004 - May 2005
AXA Advisors October 2002 - July 2004
Southern Ohio College May 2001 - August 2002
Blue Chip Computers February 1999 - August 2000
Gibson Greetings February 1996 - February 1999
US Army November 1986 - August 1988
Skills
Networking, Microsoft Office, Customer Service, Sales, Microsoft Excel, SAS, DB2, Access, Marketing, Process Improvement, Troubleshooting, Strategy, Analysis, Project Management, Insurance, Leadership, Sales Management, CRM, Team Building, Management, Strategic Planning, Business Analysis, Customer Relations, Customer Support, Data Analysis, Training Facilitation
Education
College of Mount St. Joseph 1992 — 1996
Bachelor of Science (B.S.), Business Administration; Marketing; Information Technology
Humana May 2010 - February 2015
Humana September 2007 - April 2010
Humana June 2005 - August 2007
Radio Shack August 2004 - May 2005
AXA Advisors October 2002 - July 2004
Southern Ohio College May 2001 - August 2002
Blue Chip Computers February 1999 - August 2000
Gibson Greetings February 1996 - February 1999
US Army November 1986 - August 1988
Skills
Networking, Microsoft Office, Customer Service, Sales, Microsoft Excel, SAS, DB2, Access, Marketing, Process Improvement, Troubleshooting, Strategy, Analysis, Project Management, Insurance, Leadership, Sales Management, CRM, Team Building, Management, Strategic Planning, Business Analysis, Customer Relations, Customer Support, Data Analysis, Training Facilitation
Education
College of Mount St. Joseph 1992 — 1996
Bachelor of Science (B.S.), Business Administration; Marketing; Information Technology
Danzhou Hu Danzhou Hu's AXA Advisors Experience June 2013 - September 2013
Job Analyst at Shanghai Clearing House
Industry Financial Services
Experience
Shanghai Clearing House May 2015 - Present
ClearServe August 2014 - March 2015
AXA Advisors June 2013 - September 2013
Standard Chartered Bank October 2011 - March 2012
PwC July 2011 - August 2011
Skills
PowerPoint, word, excel, mathematics, Statistics, Financial Reporting, Econometrics, Auditing, Data Analysis, Problem Solving, Financial Modeling, Financial Analysis, Corporate Finance
Education
NYU 2012 — 2014
Master of Arts (M.A.), Economics
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Banking and International Finance
Shanghai Clearing House May 2015 - Present
ClearServe August 2014 - March 2015
AXA Advisors June 2013 - September 2013
Standard Chartered Bank October 2011 - March 2012
PwC July 2011 - August 2011
Skills
PowerPoint, word, excel, mathematics, Statistics, Financial Reporting, Econometrics, Auditing, Data Analysis, Problem Solving, Financial Modeling, Financial Analysis, Corporate Finance
Education
NYU 2012 — 2014
Master of Arts (M.A.), Economics
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Banking and International Finance
Leydi Taveras Leydi Taveras's AXA Advisors Experience 2000 - 2001
Job National Accounts Director at International Cosmetics and Perfumes
Industry Luxury Goods & Jewelry
Experience
International Cosmetics and Perfumes December 2014 - Present
Harry Winston October 2012 - December 2014
Kiehl's Since 1851 2010 - 2012
Links of London 2007 - 2010
L'Oreal 2003 - 2007
AXA Advisors 2000 - 2001
Skills
Luxury Goods, Retail, Store Management, Cosmetics, Fashion, Beauty Industry, Trend Analysis, Brand Management, Marketing Strategy, Marketing, Brand Development, Sales, Sales Management, Apparel, Wholesale
Education
New York University 2009 — 2010
University at Albany, SUNY 2001 — 2005
BBS
International Cosmetics and Perfumes December 2014 - Present
Harry Winston October 2012 - December 2014
Kiehl's Since 1851 2010 - 2012
Links of London 2007 - 2010
L'Oreal 2003 - 2007
AXA Advisors 2000 - 2001
Skills
Luxury Goods, Retail, Store Management, Cosmetics, Fashion, Beauty Industry, Trend Analysis, Brand Management, Marketing Strategy, Marketing, Brand Development, Sales, Sales Management, Apparel, Wholesale
Education
New York University 2009 — 2010
University at Albany, SUNY 2001 — 2005
BBS
Keith Beasley Keith Beasley's AXA Advisors Experience July 2009 - January 2010
Job Independent Contractor at World Financial Group (WFG) and Author of A Way Forward
Industry Financial Services
Experience
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
Thomas Ennis Thomas Ennis's AXA Advisors Experience March 2003 - March 2008
Job President at Ennis Financial Services, LLC
Industry Financial Services
Experience
Ennis Financial Services, LLC March 2008 - Present
AXA Advisors March 2003 - March 2008
Skills
Financial Services, Health Insurance, Insurance, Finance, Life Insurance, Disability Insurance, Financial Planners, Securities, Strategic Planning, Long Term Care Insurance, Equities
Education
New York University 1990 — 1994
MBA, Finance and International Business
St. Peter's College 1985 — 1990
Bachelor of Sciences, Economics and Business Mgmt.
Ennis Financial Services, LLC March 2008 - Present
AXA Advisors March 2003 - March 2008
Skills
Financial Services, Health Insurance, Insurance, Finance, Life Insurance, Disability Insurance, Financial Planners, Securities, Strategic Planning, Long Term Care Insurance, Equities
Education
New York University 1990 — 1994
MBA, Finance and International Business
St. Peter's College 1985 — 1990
Bachelor of Sciences, Economics and Business Mgmt.
Stephen Pierleoni, MBA Stephen Pierleoni, MBA's AXA Advisors Experience May 2010 - September 2010
Job Senior Advisory Consultant at KPMG US
Industry Accounting
Experience
KPMG US December 2014 - Present
M&T Bank December 2013 - November 2014
Hein & Associates September 2012 - December 2013
Mengel, Metzger, Barr & Co. LLP December 2010 - September 2012
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, Inventory Management, Tax, Auditing, General Ledger, Data Analysis, Customer Service, Finance, Microsoft Office, Assurance, PowerPoint, Time Management, Cost Accounting, ProSystem fx Tax, US GAAP, Financial Accounting, QuickBooks, Internal Controls, Financial Statements, Corporate Tax, Tax Research, Partnership Taxation, Internal Audit, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, CCH ProSystem fx, Business Valuation, SAP, Process Improvement, Bank Reconciliation, Financial Audits, GAAP, Financial Analysis, CPA, Accounts Payable
Education
Niagara University 2010 — 2011
MBA, Accounting
Niagara University 2006 — 2009
B.A., Accounting
KPMG US December 2014 - Present
M&T Bank December 2013 - November 2014
Hein & Associates September 2012 - December 2013
Mengel, Metzger, Barr & Co. LLP December 2010 - September 2012
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, Inventory Management, Tax, Auditing, General Ledger, Data Analysis, Customer Service, Finance, Microsoft Office, Assurance, PowerPoint, Time Management, Cost Accounting, ProSystem fx Tax, US GAAP, Financial Accounting, QuickBooks, Internal Controls, Financial Statements, Corporate Tax, Tax Research, Partnership Taxation, Internal Audit, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, CCH ProSystem fx, Business Valuation, SAP, Process Improvement, Bank Reconciliation, Financial Audits, GAAP, Financial Analysis, CPA, Accounts Payable
Education
Niagara University 2010 — 2011
MBA, Accounting
Niagara University 2006 — 2009
B.A., Accounting
Andre Perez Andre Perez's AXA Advisors Experience May 2010 - August 2010
Job Manager of Football Operations Business Development and Strategy at National Football League
Industry Financial Services
Experience
National Football League February 2015 - Present
Practice Makes Perfect, Inc. November 2010 - Present
National Football League July 2013 - January 2015
Credit Suisse June 2012 - August 2012
New York Needs You May 2010 - May 2012
Credit Suisse June 2011 - August 2011
New York State Opportunity Programs September 2010 - May 2011
AXA Advisors May 2010 - August 2010
Goldman Sachs May 2010 - May 2010
Credit Suisse May 2010 - May 2010
Skills
Financial Modeling, Leadership, Strategy, Research, Finance, Valuation, Investment Banking, PowerPoint, Economics, Microsoft Excel, Spanish, Fixed Income, Due Diligence, Editing, Budgets, Public Speaking, Program Management
Education
Cornell University 2010 — 2013
Bachelor of Science (Magna Cum Laude), Applied Economics and Management
NYU Florence
New York University 2009 — 2010
National Football League February 2015 - Present
Practice Makes Perfect, Inc. November 2010 - Present
National Football League July 2013 - January 2015
Credit Suisse June 2012 - August 2012
New York Needs You May 2010 - May 2012
Credit Suisse June 2011 - August 2011
New York State Opportunity Programs September 2010 - May 2011
AXA Advisors May 2010 - August 2010
Goldman Sachs May 2010 - May 2010
Credit Suisse May 2010 - May 2010
Skills
Financial Modeling, Leadership, Strategy, Research, Finance, Valuation, Investment Banking, PowerPoint, Economics, Microsoft Excel, Spanish, Fixed Income, Due Diligence, Editing, Budgets, Public Speaking, Program Management
Education
Cornell University 2010 — 2013
Bachelor of Science (Magna Cum Laude), Applied Economics and Management
NYU Florence
New York University 2009 — 2010
Gayle Giles, MBA Gayle Giles, MBA's AXA Advisors Experience 1999 - 2000
Job REALTOR®
Industry Real Estate
Experience
Charles Rutenberg Realty January 2015 - Present
Classic Interior Solutions, LLC January 2004 - Present
NWBOC 2000 - Present
Weichert Realtors, Hallmark Properties March 2011 - January 2015
Lincoln Financial Advisors 2000 - 2004
AXA Advisors 1999 - 2000
Weichert Realtors-Bernardsville, NJ 1992 - 1994
Carol Groh & Associates 1989 - 1991
Skills
Real Estate, Selling, Residential Homes, Sellers, Sales, Investment Properties, Property, Single Family Homes, First Time Home Buyers, Referrals, Contract Negotiation, Relocation, Luxury, Buyers, Investments, Foreclosures, Move Up Buyers, Home Staging, Customer Service, Short Sales, Investors, New Home Sales, Condos, Townhomes, Home, Buyer Representation, REO, Real Estate Transactions, New Homes, Management, Negotiation, Marketing, Construction, Listings, Vacation Homes, Residential, Interior Design, Insurance, Budgeting, Staging, Realty, Business Planning, Strategic Planning, Real Property
Education
Fairleigh Dickinson University-Florham Campus 1977 — 1982
MBA, Finance
Montclair State University 1971 — 1975
BA, Mathematics
IFREC 1996 — 1996
LICENSE, REAL ESTATE SALES FLORIDA
Seminole State College 2004 — 2005
10 Credit Hours, Interior Design
West Essex Regional High School 1967 — 1971
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Charles Rutenberg Realty January 2015 - Present
Classic Interior Solutions, LLC January 2004 - Present
NWBOC 2000 - Present
Weichert Realtors, Hallmark Properties March 2011 - January 2015
Lincoln Financial Advisors 2000 - 2004
AXA Advisors 1999 - 2000
Weichert Realtors-Bernardsville, NJ 1992 - 1994
Carol Groh & Associates 1989 - 1991
Skills
Real Estate, Selling, Residential Homes, Sellers, Sales, Investment Properties, Property, Single Family Homes, First Time Home Buyers, Referrals, Contract Negotiation, Relocation, Luxury, Buyers, Investments, Foreclosures, Move Up Buyers, Home Staging, Customer Service, Short Sales, Investors, New Home Sales, Condos, Townhomes, Home, Buyer Representation, REO, Real Estate Transactions, New Homes, Management, Negotiation, Marketing, Construction, Listings, Vacation Homes, Residential, Interior Design, Insurance, Budgeting, Staging, Realty, Business Planning, Strategic Planning, Real Property
Education
Fairleigh Dickinson University-Florham Campus 1977 — 1982
MBA, Finance
Montclair State University 1971 — 1975
BA, Mathematics
IFREC 1996 — 1996
LICENSE, REAL ESTATE SALES FLORIDA
Seminole State College 2004 — 2005
10 Credit Hours, Interior Design
West Essex Regional High School 1967 — 1971
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jai Mirchandani Jai Mirchandani's AXA Advisors Experience August 2011 - December 2011
Job Chief Executive Officer at Avnash Industries Ghana Limited
Industry Nonprofit Organization Management
Experience
Avnash Industries Ghana Limited January 2011 - Present
AXA Advisors August 2011 - December 2011
Heineken USA June 2010 - July 2010
Heineken June 2009 - July 2009
SABMiller July 2007 - August 2007
Skills
Social Media Marketing, Qualitative Research, Social Media, Competitive Analysis, Bloomberg, Eviews, Economics, Financial Modeling, Stata, SPSS, SAS, PowerPoint, Leadership, Market Analysis, Data Analysis, Analysis, Marketing, Microsoft Word
Education
New York University 2012 — 2012
Certificate, Residential Property Management & Management Practices
The George Washington University 2008 — 2012
BBA, Finance, International Business, Religion
The London School of Economics and Political Science (LSE) 2010 — 2011
General Course, Managerial Economics & Strategy
Avnash Industries Ghana Limited January 2011 - Present
AXA Advisors August 2011 - December 2011
Heineken USA June 2010 - July 2010
Heineken June 2009 - July 2009
SABMiller July 2007 - August 2007
Skills
Social Media Marketing, Qualitative Research, Social Media, Competitive Analysis, Bloomberg, Eviews, Economics, Financial Modeling, Stata, SPSS, SAS, PowerPoint, Leadership, Market Analysis, Data Analysis, Analysis, Marketing, Microsoft Word
Education
New York University 2012 — 2012
Certificate, Residential Property Management & Management Practices
The George Washington University 2008 — 2012
BBA, Finance, International Business, Religion
The London School of Economics and Political Science (LSE) 2010 — 2011
General Course, Managerial Economics & Strategy
Paul T. Brzozowski Paul T. Brzozowski's AXA Advisors Experience 1994 - 1999
Job Allstate Agency Owner Brzozowski Agency Inc
Industry Insurance
Experience
Allstate Insurance September 2010 - Present
Brzozowski Agency, Inc. September 2010 - Present
Brzozowski Brokerage, Inc. May 2012 - Present
Capital One February 2001 - May 2010
Allstate Financial Services, LLC 1999 - 2001
AXA Advisors 1994 - 1999
Jennifer Convertibles 1989 - 1994
Skills
Auto Insurance, Home Insurance, Condo & COOP Insurance, Boat Insurance, Renters Insurance, Motorcycle Insurance, Umbrella Insurance, Long Term Care, Whole Life, Employee Benefits, Life Insurance, Insurance, Fixed Annuities, Homeowners, Retirement Planning, Disability Insurance, Universal Life, Term Life Insurance, Underwriting, Strategic Financial..., Series 6, Commercial Insurance, IRAs, Long-term Care, Marine Insurance, Retirement, Series 63, Mortgage Lending, Property & Casualty..., Relationship Management, Health Insurance, IRA Rollovers, Annuities, Landlord Insurance, Classic Car Insurance, Liability, Professional Liability, Mutual Funds, Finance, Commercial Lines, General Insurance, Brokers, Workers Compensation, Risk Management, Accident, Branch Management, Financial Planning
Education
State University of New York at Buffalo
Business, Management, Marketing, and Related Support Services
Nassau Community College 1986 — 1987
Business Administration and Management, Insurance
Allstate Insurance September 2010 - Present
Brzozowski Agency, Inc. September 2010 - Present
Brzozowski Brokerage, Inc. May 2012 - Present
Capital One February 2001 - May 2010
Allstate Financial Services, LLC 1999 - 2001
AXA Advisors 1994 - 1999
Jennifer Convertibles 1989 - 1994
Skills
Auto Insurance, Home Insurance, Condo & COOP Insurance, Boat Insurance, Renters Insurance, Motorcycle Insurance, Umbrella Insurance, Long Term Care, Whole Life, Employee Benefits, Life Insurance, Insurance, Fixed Annuities, Homeowners, Retirement Planning, Disability Insurance, Universal Life, Term Life Insurance, Underwriting, Strategic Financial..., Series 6, Commercial Insurance, IRAs, Long-term Care, Marine Insurance, Retirement, Series 63, Mortgage Lending, Property & Casualty..., Relationship Management, Health Insurance, IRA Rollovers, Annuities, Landlord Insurance, Classic Car Insurance, Liability, Professional Liability, Mutual Funds, Finance, Commercial Lines, General Insurance, Brokers, Workers Compensation, Risk Management, Accident, Branch Management, Financial Planning
Education
State University of New York at Buffalo
Business, Management, Marketing, and Related Support Services
Nassau Community College 1986 — 1987
Business Administration and Management, Insurance
Sarah Feng Sarah Feng's AXA Advisors Experience May 2013 - September 2013
Job Research Associate at Marcus & Associates
Industry Financial Services
Experience
Marcus & Associates October 2014 - Present
New York University March 2014 - October 2014
New York University September 2013 - January 2014
AXA Advisors May 2013 - September 2013
HackCollege August 2011 - May 2013
Updater Inc. March 2012 - March 2013
New York University June 2011 - May 2012
Skills
Financial Markets, Financial Modeling, Securities, Investments, Capital Markets, HTML, Microsoft Office, Blogging, Photoshop, Social Media, Regression Analysis, Entrepreneurship, Auditing, Executive Search, Relationship Building, Research, Recruiting
Education
New York University 2010 — 2014
BA, Economics
Bearden High School 2006 — 2010
Marcus & Associates October 2014 - Present
New York University March 2014 - October 2014
New York University September 2013 - January 2014
AXA Advisors May 2013 - September 2013
HackCollege August 2011 - May 2013
Updater Inc. March 2012 - March 2013
New York University June 2011 - May 2012
Skills
Financial Markets, Financial Modeling, Securities, Investments, Capital Markets, HTML, Microsoft Office, Blogging, Photoshop, Social Media, Regression Analysis, Entrepreneurship, Auditing, Executive Search, Relationship Building, Research, Recruiting
Education
New York University 2010 — 2014
BA, Economics
Bearden High School 2006 — 2010
Hadley Joseph's AXA Advisors Experience December 2000 - April 2006
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Collin Clark's AXA Advisors Experience August 2014 - May 2015
Job Registered Client Service Associate
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2015 - Present
AXA Advisors August 2014 - May 2015
Nazareth College August 2010 - May 2014
College Pro June 2013 - August 2013
Investor News Source Consulting June 2013 - August 2013
Skills
Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Time Management, Team Leadership, Marketing, Sales
Education
Nazareth College of Rochester 2010 — 2014
Business Administration and Management, General
Anderson High School 2007 — 2010
U.S. Capital Advisors LLC June 2015 - Present
AXA Advisors August 2014 - May 2015
Nazareth College August 2010 - May 2014
College Pro June 2013 - August 2013
Investor News Source Consulting June 2013 - August 2013
Skills
Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Time Management, Team Leadership, Marketing, Sales
Education
Nazareth College of Rochester 2010 — 2014
Business Administration and Management, General
Anderson High School 2007 — 2010
Gary Yost, M.B.A.'s AXA Advisors Experience July 2003 - September 2005
Job Mfg Engineer III Process Improvement Specialist
Industry Airlines/Aviation
Experience
Gulfstream Aerospace November 2012 - Present
Boeing March 2012 - August 2012
Intrepid Learning February 2011 - February 2012
Boeing January 2008 - August 2010
Case-New Holland September 2007 - December 2007
Parks and Recreation Dept, Wichita KS (via Syndeo Outsourcing) May 2007 - September 2007
New York Life Insurance Company September 2005 - September 2006
AXA Advisors July 2003 - September 2005
Chapman Securities (company no longer exists) March 2003 - July 2003
Edward Jones January 2003 - March 2003
Skills
Process Improvement, Value Chain Analysis, Thinking Outside The Box, Quality Management, Coaching and Consulting, Mentoring, Team Mentoring, Value Stream Mapping, Kaizen, Lean Manufacturing, Supply Chain..., Aerospace, Aircraft, Aviation, Engineering, Project Management, Project Planning, Microsoft Office, Program Management, Catia, ENOVIA LCA, ENOVIA SmarTeam, Velocity, Work Instructions, Databases, Design for Manufacturing, Quality Assurance, Continuous Improvement, Software Development, Systems Engineering, Mechanical Engineering, Manufacturing, Training, Design Engineering, Sheet Metal, Industrial Engineering, SmarTeam, Cross-functional Team..., Earned Value Management, Aircraft Design, Supply Chain, Analysis, Testing, CATIA
Education
Newman University 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Leadership
Newman University 1989 — 1998
Bachelor's Degree, Business Management and Total Quality Management (dual)
Wichita State University 1973 — 1974
no degree, Graphic Design
Gulfstream Aerospace November 2012 - Present
Boeing March 2012 - August 2012
Intrepid Learning February 2011 - February 2012
Boeing January 2008 - August 2010
Case-New Holland September 2007 - December 2007
Parks and Recreation Dept, Wichita KS (via Syndeo Outsourcing) May 2007 - September 2007
New York Life Insurance Company September 2005 - September 2006
AXA Advisors July 2003 - September 2005
Chapman Securities (company no longer exists) March 2003 - July 2003
Edward Jones January 2003 - March 2003
Skills
Process Improvement, Value Chain Analysis, Thinking Outside The Box, Quality Management, Coaching and Consulting, Mentoring, Team Mentoring, Value Stream Mapping, Kaizen, Lean Manufacturing, Supply Chain..., Aerospace, Aircraft, Aviation, Engineering, Project Management, Project Planning, Microsoft Office, Program Management, Catia, ENOVIA LCA, ENOVIA SmarTeam, Velocity, Work Instructions, Databases, Design for Manufacturing, Quality Assurance, Continuous Improvement, Software Development, Systems Engineering, Mechanical Engineering, Manufacturing, Training, Design Engineering, Sheet Metal, Industrial Engineering, SmarTeam, Cross-functional Team..., Earned Value Management, Aircraft Design, Supply Chain, Analysis, Testing, CATIA
Education
Newman University 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Leadership
Newman University 1989 — 1998
Bachelor's Degree, Business Management and Total Quality Management (dual)
Wichita State University 1973 — 1974
no degree, Graphic Design
David Metzger David Metzger's AXA Advisors Experience 2003 - 2005
Job Associate Director Relationship Manager Global Accounts at Moody's Analytics
Industry Financial Services
Experience
Bloomberg August 2011 - May 2013
Ballymore Advisors LLC August 2010 - August 2011
Credit Suisse September 2005 - August 2010
BISYS Fund Services March 2005 - September 2005
AXA Advisors 2003 - 2005
UBS Wealth Management 2000 - 2003
Skills
Hedge Funds, Fixed Income, Structured Finance, Portfolio Management, Financial Risk, Finance, Capital Markets, Risk Management, Securities, Derivatives, Insurance, Structured Products, CDS, Underwriting, Bonds, Asset Management, Wealth Management, Emerging Markets, Financial Markets, Analysis, Trading Systems, Options, Alternative Investments, Longevity, Equities, Market Risk, Investment Banking, Bloomberg, Trading, Investments, Mutual Funds, Financial Structuring, Product Management, Private Equity, Financial Analysis, Loan Origination, Series 7, Series 63, KYC, Product Marketing, Customer Service, Contract Negotiation, Sales, Business Development, B2B Marketing
Education
Muhlenberg College 1996 — 2000
Fair Lawn High School
Bloomberg August 2011 - May 2013
Ballymore Advisors LLC August 2010 - August 2011
Credit Suisse September 2005 - August 2010
BISYS Fund Services March 2005 - September 2005
AXA Advisors 2003 - 2005
UBS Wealth Management 2000 - 2003
Skills
Hedge Funds, Fixed Income, Structured Finance, Portfolio Management, Financial Risk, Finance, Capital Markets, Risk Management, Securities, Derivatives, Insurance, Structured Products, CDS, Underwriting, Bonds, Asset Management, Wealth Management, Emerging Markets, Financial Markets, Analysis, Trading Systems, Options, Alternative Investments, Longevity, Equities, Market Risk, Investment Banking, Bloomberg, Trading, Investments, Mutual Funds, Financial Structuring, Product Management, Private Equity, Financial Analysis, Loan Origination, Series 7, Series 63, KYC, Product Marketing, Customer Service, Contract Negotiation, Sales, Business Development, B2B Marketing
Education
Muhlenberg College 1996 — 2000
Fair Lawn High School
Cathy Z's AXA Advisors Experience July 2013 - November 2013
Job Intern at EastWest Institute
Industry Nonprofit Organization Management
Experience
EastWest Institute September 2014 - May 2015
NYC Mayor's Office of Operations March 2014 - May 2014
AXA Advisors July 2013 - November 2013
Bestowed July 2013 - August 2013
AIESEC United States February 2012 - May 2012
The GO Project September 2011 - May 2012
The Bay February 2010 - March 2010
Tourism Richmond February 2010 - March 2010
Skills
Chinese, conversational French, Photoshop, Research, Editing, PowerPoint, Microsoft Office, Microsoft Excel, Nonprofits, Social Media, Public Speaking, Blogging, Data Analysis, Teamwork, Microsoft Word, French, Leadership
Education
New York University 2011 — 2015
Bachelor's degree, International Relations
Crofton House School 2006 — 2011
High School Diploma
EastWest Institute September 2014 - May 2015
NYC Mayor's Office of Operations March 2014 - May 2014
AXA Advisors July 2013 - November 2013
Bestowed July 2013 - August 2013
AIESEC United States February 2012 - May 2012
The GO Project September 2011 - May 2012
The Bay February 2010 - March 2010
Tourism Richmond February 2010 - March 2010
Skills
Chinese, conversational French, Photoshop, Research, Editing, PowerPoint, Microsoft Office, Microsoft Excel, Nonprofits, Social Media, Public Speaking, Blogging, Data Analysis, Teamwork, Microsoft Word, French, Leadership
Education
New York University 2011 — 2015
Bachelor's degree, International Relations
Crofton House School 2006 — 2011
High School Diploma
Steve Clough Steve Clough's AXA Advisors Experience July 2009 - December 2011
Job
Industry Pharmaceuticals
Experience
Transdermal Therapeutics February 2013 - Present
Steve Clough Nature Photography January 2010 - Present
The Angelo Planning Group December 2011 - December 2012
AXA Advisors July 2009 - December 2011
Olde Tyme Numismatics 2001 - 2010
GSK 1988 - 2008
Skills
Retirement, Financial Planning, Employee Benefits, Investments, Long Term Care, Disability Insurance, Estate Planning, Life Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Management, Mutual Funds, Series 7, Strategic Planning, Pharmaceutical Sales, Strategy, Managed Care, 401k, Insurance, Fixed Annuities, Business Planning, Pharmaceutical Industry, Healthcare, Product Launch, Selling Skills, Succession Planning, Selling, Sales, Sales Effectiveness, Hospitals, Account Management, Marketing, Medical Devices, Cardiology, Oncology, Pain Management, Sales Force Development, Diabetes, Medicine, Biotechnology, Orthopedic, Lifesciences, Sales Operations, Urology, Neurology
Education
St. John Fisher College 1983 — 1985
bs, biology and business
University of Miami 1979 — 1980
Studied Marine Science, biology
Monroe Community College
Monroe Community College
Monroe Community College
Pittsford
Transdermal Therapeutics February 2013 - Present
Steve Clough Nature Photography January 2010 - Present
The Angelo Planning Group December 2011 - December 2012
AXA Advisors July 2009 - December 2011
Olde Tyme Numismatics 2001 - 2010
GSK 1988 - 2008
Skills
Retirement, Financial Planning, Employee Benefits, Investments, Long Term Care, Disability Insurance, Estate Planning, Life Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Management, Mutual Funds, Series 7, Strategic Planning, Pharmaceutical Sales, Strategy, Managed Care, 401k, Insurance, Fixed Annuities, Business Planning, Pharmaceutical Industry, Healthcare, Product Launch, Selling Skills, Succession Planning, Selling, Sales, Sales Effectiveness, Hospitals, Account Management, Marketing, Medical Devices, Cardiology, Oncology, Pain Management, Sales Force Development, Diabetes, Medicine, Biotechnology, Orthopedic, Lifesciences, Sales Operations, Urology, Neurology
Education
St. John Fisher College 1983 — 1985
bs, biology and business
University of Miami 1979 — 1980
Studied Marine Science, biology
Monroe Community College
Monroe Community College
Monroe Community College
Pittsford
Caitlyn Benonis Caitlyn Benonis's AXA Advisors Experience 2013 - Present
Job Business Manager at B&B Automotive, Inc
Industry Financial Services
Experience
B&B Automotive, Inc. April 2014 - Present
AXA Advisors 2013 - Present
Moravian College September 2010 - September 2013
Environmental Service Technologies, Inc. May 2010 - June 2012
Photography Lab at Moravian College September 2011 - May 2012
Doylestown Dance Centre September 2007 - June 2010
Skills
Analysis, Editing, Event Management, Research, Microsoft Excel, Microsoft Office, Teaching, Marketing, Snow Removal, Making Coffee, Microsoft Word, Time Management, Teamwork, Leadership, PowerPoint, Spanish
Education
New Hope-Solebury High School 2006 — 2010
Moravian College 2010 — 2013
Economics
London School of Economics and Political Science 2012 — 2012
B&B Automotive, Inc. April 2014 - Present
AXA Advisors 2013 - Present
Moravian College September 2010 - September 2013
Environmental Service Technologies, Inc. May 2010 - June 2012
Photography Lab at Moravian College September 2011 - May 2012
Doylestown Dance Centre September 2007 - June 2010
Skills
Analysis, Editing, Event Management, Research, Microsoft Excel, Microsoft Office, Teaching, Marketing, Snow Removal, Making Coffee, Microsoft Word, Time Management, Teamwork, Leadership, PowerPoint, Spanish
Education
New Hope-Solebury High School 2006 — 2010
Moravian College 2010 — 2013
Economics
London School of Economics and Political Science 2012 — 2012
Azam Bacchus Azam Bacchus's AXA Advisors Experience December 2011 - June 2012
Job Real Estate Salesperson at Park Avenue Property Group, Keller Williams NYC
Industry Higher Education
Experience
ADE Systems April 2013 - Present
Park Avenue Property Group, Keller Williams NYC July 2012 - Present
NYC Department of Finance June 2012 - September 2012
Stray Boots LLC December 2011 - June 2012
AXA Advisors December 2011 - June 2012
Polytechnic Institute of New York University 2007 - 2012
Skills
Microsoft Office, Research, Investments, Entrepreneurship, Real Estate, Commercial Real Estate, Real Estate Development, Commercial Real Estate..., International Real..., Microsoft Excel, Sales, Listings
Education
Polytechnic University 2007 — 2012
Bachelor of Science (B.S.), Business and Technology Management, Marketing, and Mechanical Engineering
ADE Systems April 2013 - Present
Park Avenue Property Group, Keller Williams NYC July 2012 - Present
NYC Department of Finance June 2012 - September 2012
Stray Boots LLC December 2011 - June 2012
AXA Advisors December 2011 - June 2012
Polytechnic Institute of New York University 2007 - 2012
Skills
Microsoft Office, Research, Investments, Entrepreneurship, Real Estate, Commercial Real Estate, Real Estate Development, Commercial Real Estate..., International Real..., Microsoft Excel, Sales, Listings
Education
Polytechnic University 2007 — 2012
Bachelor of Science (B.S.), Business and Technology Management, Marketing, and Mechanical Engineering
Julie Richard's AXA Advisors Experience 2004 - 2007
Job Senior Vice President at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman January 2011 - Present
Venable LLP August 2008 - July 2011
Bear Stearns Asset Management Inc. 2007 - July 2008
AXA Advisors 2004 - 2007
SJ Berwin 2002 - 2004
Schulte Roth & Zabel 2000 - 2002
Skills
Seed Capital, Hedge Funds, Investment Management, Wealth Management, Securities, Alternative Investments, Private Equity, Asset Managment, Investments, Mutual Funds
Education
New York Law School 1997 — 2000
JD, Law
Brown Brothers Harriman January 2011 - Present
Venable LLP August 2008 - July 2011
Bear Stearns Asset Management Inc. 2007 - July 2008
AXA Advisors 2004 - 2007
SJ Berwin 2002 - 2004
Schulte Roth & Zabel 2000 - 2002
Skills
Seed Capital, Hedge Funds, Investment Management, Wealth Management, Securities, Alternative Investments, Private Equity, Asset Managment, Investments, Mutual Funds
Education
New York Law School 1997 — 2000
JD, Law
Carlton Brown Carlton Brown's AXA Advisors Experience April 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Government Relations
Experience
AXA Advisors April 2013 - Present
The Center for Creative Leadership January 2010 - May 2010
The A&T Register May 2008 - May 2010
Skills
Product Management, Strategic Planning, Account Management, Advertising, Editing, Sales, Public Relations, Press Releases, Newsletters, Recruiting, Management
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science, Mass Communications
AXA Advisors April 2013 - Present
The Center for Creative Leadership January 2010 - May 2010
The A&T Register May 2008 - May 2010
Skills
Product Management, Strategic Planning, Account Management, Advertising, Editing, Sales, Public Relations, Press Releases, Newsletters, Recruiting, Management
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science, Mass Communications
Doug Lora Doug Lora's AXA Advisors Experience 2009 - February 2010
Job Senior Program Manager Enterprise Azure Onboarding Lead at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2014 - Present
Murphy & Associates, Inc. September 2012 - August 2014
Human Factorz LLC January 2010 - August 2012
Cornerstone Financial Services LLC February 2010 - March 2011
AXA Advisors 2009 - February 2010
Siemens ITS August 2008 - May 2009
ZoeCity June 2008 - August 2008
Building a new custom home January 2008 - August 2008
ScienceOps, Inc. March 2007 - December 2007
Microsoft Corp. August 2005 - March 2007
Skills
Program Management, Product Management, Business Development, Project Management, Management, Business Intelligence, Strategic Planning, Budgets, Data Analysis, Cross-functional Team..., Team Leadership, Business Strategy, Product Development, Team Building, Analytics, Budget, Cloud Computing, Cloud Applications, Windows Azure
Education
The University of Dallas 1987 — 1989
MBA
New Mexico State University 1980 — 1983
BBA
Oral Roberts University 1979 — 1980
Los Alamos High School 1976 — 1979
Microsoft September 2014 - Present
Murphy & Associates, Inc. September 2012 - August 2014
Human Factorz LLC January 2010 - August 2012
Cornerstone Financial Services LLC February 2010 - March 2011
AXA Advisors 2009 - February 2010
Siemens ITS August 2008 - May 2009
ZoeCity June 2008 - August 2008
Building a new custom home January 2008 - August 2008
ScienceOps, Inc. March 2007 - December 2007
Microsoft Corp. August 2005 - March 2007
Skills
Program Management, Product Management, Business Development, Project Management, Management, Business Intelligence, Strategic Planning, Budgets, Data Analysis, Cross-functional Team..., Team Leadership, Business Strategy, Product Development, Team Building, Analytics, Budget, Cloud Computing, Cloud Applications, Windows Azure
Education
The University of Dallas 1987 — 1989
MBA
New Mexico State University 1980 — 1983
BBA
Oral Roberts University 1979 — 1980
Los Alamos High School 1976 — 1979
Kirby Chien Kirby Chien's AXA Advisors Experience October 2013 - October 2014
Job Princor Registered Representative/Financial Advisor and Career Agent at Princor Financial Services Co
Industry Financial Services
Experience
Princor Financial Services Co October 2014 - Present
AXA Advisors October 2013 - October 2014
MSL Asia January 2010 - January 2012
Thomson Reuters, Beijing April 2001 - December 2009
Dow Jones Newswires, Taiwan 1994 - 2001
Skills
401(k), 403(b), SEP &..., Disability Income..., Annuities (Variable &..., Estate Planning, Buy-Sell Agreements, Universal Life Insurance, Long-term Care Insurance, Income Protection, Executive Benefits...
Education
National Taiwan Normal University 1981 — 1984
Chinese language and culture
Université Paris-Sorbonne 1980 — 1981
Studied French language, history and culture
University of Iowa, BBA Finance 1974 — 1978
Princor Financial Services Co October 2014 - Present
AXA Advisors October 2013 - October 2014
MSL Asia January 2010 - January 2012
Thomson Reuters, Beijing April 2001 - December 2009
Dow Jones Newswires, Taiwan 1994 - 2001
Skills
401(k), 403(b), SEP &..., Disability Income..., Annuities (Variable &..., Estate Planning, Buy-Sell Agreements, Universal Life Insurance, Long-term Care Insurance, Income Protection, Executive Benefits...
Education
National Taiwan Normal University 1981 — 1984
Chinese language and culture
Université Paris-Sorbonne 1980 — 1981
Studied French language, history and culture
University of Iowa, BBA Finance 1974 — 1978
Lissa Jean Ferrell Lissa Jean Ferrell's AXA Advisors Experience 2009 - 2014
Job President and CEO at LJF Consulting
Industry Financial Services
Experience
LJF Consulting 2011 - Present
Lissa Jean Ferrell, Attorney at Law 2005 - Present
AXA Advisors 2009 - 2014
AMERICAN EXPRESS COMPANY 2000 - 2009
American Express Global Travel Services 2000 - 2009
New York Law School 1998 - 2000
STRYKER, TAMS & DILL, LLP 1996 - 1998
BROWN LOFTON 1992 - 1996
Education
New York Law School 1990 — 1993
Juris Doctorate
Bar Admissions: State of New York
BAR ADMISSIONS: State of New Jersey
New York Law School
Juris Doctor
New York University
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Biology
LJF Consulting 2011 - Present
Lissa Jean Ferrell, Attorney at Law 2005 - Present
AXA Advisors 2009 - 2014
AMERICAN EXPRESS COMPANY 2000 - 2009
American Express Global Travel Services 2000 - 2009
New York Law School 1998 - 2000
STRYKER, TAMS & DILL, LLP 1996 - 1998
BROWN LOFTON 1992 - 1996
Education
New York Law School 1990 — 1993
Juris Doctorate
Bar Admissions: State of New York
BAR ADMISSIONS: State of New Jersey
New York Law School
Juris Doctor
New York University
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Biology
Jeffrey Widman Jeffrey Widman's AXA Advisors Experience January 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Real Estate
Experience
AXA Advisors January 2013 - Present
Merrill Lynch August 2011 - January 2013
Century 21 AA January 2009 - July 2011
Canon USA January 1991 - May 2009
CANON USA January 2000 - January 2009
Canon VCS Division January 1992 - January 2000
Education
New York Institute of Technology Old 1980 — 1982
B.S, Business Administration
Nassau Community College
Associate's degree
AXA Advisors January 2013 - Present
Merrill Lynch August 2011 - January 2013
Century 21 AA January 2009 - July 2011
Canon USA January 1991 - May 2009
CANON USA January 2000 - January 2009
Canon VCS Division January 1992 - January 2000
Education
New York Institute of Technology Old 1980 — 1982
B.S, Business Administration
Nassau Community College
Associate's degree
Joseph J. Gambone III's AXA Advisors Experience June 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
TapSnap™ August 2014 - Present
Prudential Financial June 2014 - August 2014
Skills
Wealth Management, Financial Strategy, Retirement Planning, Insurance Planning, Series 7, Series 63, People Skills, New Business..., Life & Health Insurance..., Critical Thinking, Microsoft Word, Goal Oriented, Microsoft Office, Microsoft Excel, Golf, Customer Service, Asset, Organization, Social Networking, Analytical Skills, Business, Life Insurance, Business Services, Diligent, Leadership, Landscaping, Golf Management, Finance, Sales, Insurance
Education
West Chester University of Pennsylvania 2013 — 2015
Bachelor’s Degree, Finance, General
Montgomery County Community College 2011 — 2013
Associate’s Degree, Business Administration and Management, General
AXA Advisors June 2015 - Present
TapSnap™ August 2014 - Present
Prudential Financial June 2014 - August 2014
Skills
Wealth Management, Financial Strategy, Retirement Planning, Insurance Planning, Series 7, Series 63, People Skills, New Business..., Life & Health Insurance..., Critical Thinking, Microsoft Word, Goal Oriented, Microsoft Office, Microsoft Excel, Golf, Customer Service, Asset, Organization, Social Networking, Analytical Skills, Business, Life Insurance, Business Services, Diligent, Leadership, Landscaping, Golf Management, Finance, Sales, Insurance
Education
West Chester University of Pennsylvania 2013 — 2015
Bachelor’s Degree, Finance, General
Montgomery County Community College 2011 — 2013
Associate’s Degree, Business Administration and Management, General
Shuyi (Sophie) Wang Shuyi (Sophie) Wang's AXA Advisors Experience September 2013 - December 2013
Job MS Candidate of Mathematics in Finance program under Courant at New York University
Industry Financial Services
Experience
Totum, LLC January 2015 - May 2015
UCLA June 2014 - August 2014
AXA Advisors September 2013 - December 2013
China Life Insurance Co.Ltd June 2013 - July 2013
DAILY BRUIN September 2012 - June 2013
Entertainment Manager January 2012 - May 2012
Skills
Microsoft Excel, Research, Teamwork, Matlab, Microsoft Office, PowerPoint, Microsoft Word, C++, Java, R, Python, SQL, HTML
Education
New York University 2015 — 2016
Master’s Degree, Financial Mathematics
UCLA 2011 — 2015
Bachelor of Science (BS), Mathematics and Statistics and Programming, 3.83
Totum, LLC January 2015 - May 2015
UCLA June 2014 - August 2014
AXA Advisors September 2013 - December 2013
China Life Insurance Co.Ltd June 2013 - July 2013
DAILY BRUIN September 2012 - June 2013
Entertainment Manager January 2012 - May 2012
Skills
Microsoft Excel, Research, Teamwork, Matlab, Microsoft Office, PowerPoint, Microsoft Word, C++, Java, R, Python, SQL, HTML
Education
New York University 2015 — 2016
Master’s Degree, Financial Mathematics
UCLA 2011 — 2015
Bachelor of Science (BS), Mathematics and Statistics and Programming, 3.83
Alex Sahraie's AXA Advisors Experience January 2012 - June 2013
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC June 2013 - Present
AXA Advisors January 2012 - June 2013
Lacoste September 2011 - December 2011
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Series 63, Financial Planning, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Estate Planning, Asset Management, Financial Advisory
Education
New York University 2008 — 2012
Bachelor of Arts, Economics and Finance
AXA Advisors, LLC June 2013 - Present
AXA Advisors January 2012 - June 2013
Lacoste September 2011 - December 2011
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Series 63, Financial Planning, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Estate Planning, Asset Management, Financial Advisory
Education
New York University 2008 — 2012
Bachelor of Arts, Economics and Finance
Jordan Sack's AXA Advisors Experience May 2011 - September 2011
Job Domain Expert, Superteam at Dataminr, Inc.
Industry Internet
Experience
Dataminr, Inc. September 2015 - Present
Dataminr, Inc. August 2013 - September 2015
Fulcrum Securities August 2012 - December 2012
AXA Advisors May 2011 - September 2011
VTM June 2010 - August 2010
Skills
Equity Trading, Derivative Trading, Financial News, Data Analysis, Fixed Income Strategies, Wealth Management, Microsoft Excel, PowerPoint, Finance, Trading, Microsoft Office
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dataminr, Inc. September 2015 - Present
Dataminr, Inc. August 2013 - September 2015
Fulcrum Securities August 2012 - December 2012
AXA Advisors May 2011 - September 2011
VTM June 2010 - August 2010
Skills
Equity Trading, Derivative Trading, Financial News, Data Analysis, Fixed Income Strategies, Wealth Management, Microsoft Excel, PowerPoint, Finance, Trading, Microsoft Office
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
James Lorusso James Lorusso's AXA Advisors Experience November 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Glendola Service Center January 2007 - January 2015
Education
New Jersey City University 2012 — 2014
Bachelor’s Degree, Finance, GPA- 3.9 Summa Cum Laude
AXA Advisors November 2014 - Present
Glendola Service Center January 2007 - January 2015
Education
New Jersey City University 2012 — 2014
Bachelor’s Degree, Finance, GPA- 3.9 Summa Cum Laude
David Sjursen David Sjursen's AXA Advisors Experience October 2006 - August 2007
Job Chairman & CEO
Industry Management Consulting
Experience
EXANTE REGULATORY COMPLIANCE CONSULTANTS INC., USPTO Serial #86607532 February 2015 - Present
250 Market Strategists Inc. USPTO Registration #4582975 September 2012 - Present
US Chamber of Commerce 2014 - 2014
UNLV Funding Post Investor Roundtable January 2013 - January 2013
UnitedHealth Group July 2012 - October 2012
New York Life & MainStay Investments April 2010 - July 2010
AXA Advisors October 2006 - August 2007
CITIGRUP GLOBAL MARKETS October 2000 - January 2006
Skills
Foreign Exchange, Mergers & Acquisitions, Valuation, Investment Due Diligence, Commodity Futures, Interest Rate Hedging, Speculating with..., Fiduciary Standard of..., Suitability Standards, Hedge Fund Transparency..., Managed Futures, Delta Neutral Hedging, Advanced Equity Option..., Spread Trading with...
Education
New York State Life Insurance Continuing Education 2014 — 2014
Life Insurance for Business Planning, 90
Options Industry Council 2014 — 2014
Advanced Equity Options strategies
FINRA Compliance Bootcamp, Georgetown University 2009 — 2009
Regulatory Compliance
New York Institute of Finance 2006 — 2008
National Registry of CPE Sponsors, Specialized Knowledge and Application: Asset & Liability Management, Certificate Of Completion
New Jersey City University
Bachelor's Degree, Business Administration, GPA 3.4
EXANTE REGULATORY COMPLIANCE CONSULTANTS INC., USPTO Serial #86607532 February 2015 - Present
250 Market Strategists Inc. USPTO Registration #4582975 September 2012 - Present
US Chamber of Commerce 2014 - 2014
UNLV Funding Post Investor Roundtable January 2013 - January 2013
UnitedHealth Group July 2012 - October 2012
New York Life & MainStay Investments April 2010 - July 2010
AXA Advisors October 2006 - August 2007
CITIGRUP GLOBAL MARKETS October 2000 - January 2006
Skills
Foreign Exchange, Mergers & Acquisitions, Valuation, Investment Due Diligence, Commodity Futures, Interest Rate Hedging, Speculating with..., Fiduciary Standard of..., Suitability Standards, Hedge Fund Transparency..., Managed Futures, Delta Neutral Hedging, Advanced Equity Option..., Spread Trading with...
Education
New York State Life Insurance Continuing Education 2014 — 2014
Life Insurance for Business Planning, 90
Options Industry Council 2014 — 2014
Advanced Equity Options strategies
FINRA Compliance Bootcamp, Georgetown University 2009 — 2009
Regulatory Compliance
New York Institute of Finance 2006 — 2008
National Registry of CPE Sponsors, Specialized Knowledge and Application: Asset & Liability Management, Certificate Of Completion
New Jersey City University
Bachelor's Degree, Business Administration, GPA 3.4
Ashna Bhardwaj Ashna Bhardwaj's AXA Advisors Experience August 2011 - October 2011
Job MBA Candidate at University of Michigan Ross School of Business
Industry Hospital & Health Care
Experience
Weill Cornell Medical College October 2012 - May 2015
Weill Cornell Medical College October 2011 - October 2012
AXA Advisors August 2011 - October 2011
Scryve Inc. July 2010 - September 2010
UNFPA December 2009 - January 2010
University Settlement September 2009 - December 2009
Big Green G May 2009 - August 2009
Skills
Research, Public Speaking, Public Relations, Management, Recruiting, Marketing, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2011
BA, Economics
Weill Cornell Medical College October 2012 - May 2015
Weill Cornell Medical College October 2011 - October 2012
AXA Advisors August 2011 - October 2011
Scryve Inc. July 2010 - September 2010
UNFPA December 2009 - January 2010
University Settlement September 2009 - December 2009
Big Green G May 2009 - August 2009
Skills
Research, Public Speaking, Public Relations, Management, Recruiting, Marketing, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2011
BA, Economics
Lillian Hua's AXA Advisors Experience January 2014 - May 2014
Job ORM Summer Analyst at AIG
Industry Financial Services
Experience
AIG June 2015 - August 2015
NYU Stern School of Business September 2014 - May 2015
The Janssen Pharmaceutical Companies of Johnson & Johnson July 2014 - August 2014
NYU School of Social Work January 2014 - May 2014
AXA Advisors January 2014 - May 2014
Escott Financials August 2012 - August 2013
Skills
Microsoft Office, Social Media, Research, Teaching, Operational Risk..., Microsoft Excel, Business Acumen, Photoshop, Mathematical Modeling, Data Analysis, Project Management, Interpersonal Skill, Python, Mandarin
Education
New York University 2012 — 2016
Bachelor’s Degree, Mathematics and Psychology, Senior
Stuyvesant High School 2008 — 2012
High School
AIG June 2015 - August 2015
NYU Stern School of Business September 2014 - May 2015
The Janssen Pharmaceutical Companies of Johnson & Johnson July 2014 - August 2014
NYU School of Social Work January 2014 - May 2014
AXA Advisors January 2014 - May 2014
Escott Financials August 2012 - August 2013
Skills
Microsoft Office, Social Media, Research, Teaching, Operational Risk..., Microsoft Excel, Business Acumen, Photoshop, Mathematical Modeling, Data Analysis, Project Management, Interpersonal Skill, Python, Mandarin
Education
New York University 2012 — 2016
Bachelor’s Degree, Mathematics and Psychology, Senior
Stuyvesant High School 2008 — 2012
High School
Tevia D. Clarke's AXA Advisors Experience 2007 - 2007
Job Analyst at Confidential (In stealth mode)
Industry Publishing
Experience
NY Association for American Russian Relations 2010 - Present
Museum for African Art 2012 - 2013
Femmes Africa Solidarité 2011 - 2012
Solar Cookers International October 2010 - July 2011
The Museum of African Art 2010 - 2011
NGO Committee on the Status of Women, NY 2010 - 2011
Monroe College 2008 - 2008
AXA Advisors 2007 - 2007
Skills
Non-profits, Community Outreach, Grant Writing, Research, Public Speaking, Fundraising, Public Relations, Social Media, Program Development, Microsoft Office, PowerPoint, Editing, Social Networking, Event Management, Event Planning, Program Management, Nonprofits, Teaching, Policy, Microsoft Word, Strategic Planning, Leadership, Volunteer Management, Budgets, Microsoft Excel, Project Planning, Analysis, Proposal Writing, Organizational..., Community Development, Teamwork, Grants, International Relations, Training, Team Leadership, Marketing, Recruiting
Education
New York University 2013 — 2015
Master of Science (M.S.), Public Relations and Corporate Communications
Monroe College 2008 — 2010
MBA, Business Administration; Finance
NY Association for American Russian Relations 2010 - Present
Museum for African Art 2012 - 2013
Femmes Africa Solidarité 2011 - 2012
Solar Cookers International October 2010 - July 2011
The Museum of African Art 2010 - 2011
NGO Committee on the Status of Women, NY 2010 - 2011
Monroe College 2008 - 2008
AXA Advisors 2007 - 2007
Skills
Non-profits, Community Outreach, Grant Writing, Research, Public Speaking, Fundraising, Public Relations, Social Media, Program Development, Microsoft Office, PowerPoint, Editing, Social Networking, Event Management, Event Planning, Program Management, Nonprofits, Teaching, Policy, Microsoft Word, Strategic Planning, Leadership, Volunteer Management, Budgets, Microsoft Excel, Project Planning, Analysis, Proposal Writing, Organizational..., Community Development, Teamwork, Grants, International Relations, Training, Team Leadership, Marketing, Recruiting
Education
New York University 2013 — 2015
Master of Science (M.S.), Public Relations and Corporate Communications
Monroe College 2008 — 2010
MBA, Business Administration; Finance
Christopher L. Brown Christopher L. Brown's AXA Advisors Experience September 2006 - September 2007
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Neil Zhang Neil Zhang's AXA Advisors Experience June 2015 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
The University of Iowa Krause Fund August 2014 - May 2015
MassMutual Financial Group January 2015 - January 2015
Northeast Securities Co., Ltd. June 2014 - August 2014
Industrial and Commercial Bank of China, Wenzhou June 2013 - August 2013
SWA+T Workshops University College - The University of Iowa January 2013 - May 2013
China Life Insurance Co.Ltd May 2012 - July 2012
Skills
Microsoft Office, Photoshop, Leadership, Adobe Premiere, Access Database, Bloomberg Terminal, FactSet
Education
University of Iowa 2011 — 2016
Bachelor of Business Administration (BBA), Finance and MIS with Mathematics Minor
New York University 2015 — 2015
Shanghai International Studies University 2012 — 2012
AXA Advisors June 2015 - Present
The University of Iowa Krause Fund August 2014 - May 2015
MassMutual Financial Group January 2015 - January 2015
Northeast Securities Co., Ltd. June 2014 - August 2014
Industrial and Commercial Bank of China, Wenzhou June 2013 - August 2013
SWA+T Workshops University College - The University of Iowa January 2013 - May 2013
China Life Insurance Co.Ltd May 2012 - July 2012
Skills
Microsoft Office, Photoshop, Leadership, Adobe Premiere, Access Database, Bloomberg Terminal, FactSet
Education
University of Iowa 2011 — 2016
Bachelor of Business Administration (BBA), Finance and MIS with Mathematics Minor
New York University 2015 — 2015
Shanghai International Studies University 2012 — 2012
Rory Cogavin Rory Cogavin's AXA Advisors Experience October 2011 - September 2012
Job Accountant & Financial Advisor
Industry Accounting
Experience
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Andrew Kmetetz's AXA Advisors Experience September 2014 - December 2014
Job Masters of Financial Risk Management
Industry Financial Services
Experience
Western Connecticut State University September 2014 - Present
AXA Advisors September 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
The University of Connecticut School of Business 2015 — 2017
Master’s Degree, Financial Risk Management
Western Connecticut State University 2013 — 2015
Bachelor's Degree, Investments and Securities, 3.71
Naugatuck Valley Community College 2011 — 2013
Bachelor's degree, Finance, General
Western Connecticut State University September 2014 - Present
AXA Advisors September 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
The University of Connecticut School of Business 2015 — 2017
Master’s Degree, Financial Risk Management
Western Connecticut State University 2013 — 2015
Bachelor's Degree, Investments and Securities, 3.71
Naugatuck Valley Community College 2011 — 2013
Bachelor's degree, Finance, General
Diwen Xu Diwen Xu's AXA Advisors Experience May 2015 - Present
Job Assistant to Financial Advisor, at AXA Advisors
Industry Management Consulting
Experience
AXA Advisors May 2015 - Present
HungWings School August 2013 - February 2014
T Seven Translation Company July 2011 - June 2012
Tourism Promotion Organization for Asia pacific cities September 2010 - April 2012
China Consulate April 2011 - March 2012
Skills
Leadership, Cross-cultural..., Team Building, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Accounting, Customer Service, English, Financial Analysis, PowerPoint, Public Speaking
Education
Pace University 2014 — 2016
Accounting/General, Master of Science (M.S.)(3.5)
New York University 2012 — 2013
Pusan National University 2008 — 2012
Department of International Trade, College of Economics and International Trade & Minor: Japanese La, Bachelor of Business Administration (B.B.A.)(3.2)
AXA Advisors May 2015 - Present
HungWings School August 2013 - February 2014
T Seven Translation Company July 2011 - June 2012
Tourism Promotion Organization for Asia pacific cities September 2010 - April 2012
China Consulate April 2011 - March 2012
Skills
Leadership, Cross-cultural..., Team Building, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Accounting, Customer Service, English, Financial Analysis, PowerPoint, Public Speaking
Education
Pace University 2014 — 2016
Accounting/General, Master of Science (M.S.)(3.5)
New York University 2012 — 2013
Pusan National University 2008 — 2012
Department of International Trade, College of Economics and International Trade & Minor: Japanese La, Bachelor of Business Administration (B.B.A.)(3.2)
Brian Leeds Brian Leeds's AXA Advisors Experience January 2014 - May 2014
Job Accountant Analyst at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
Northwestern Mutual May 2014 - September 2014
Manhattan Proper May 2014 - August 2014
AXA Advisors January 2014 - May 2014
Muhlenberg Entrepreneurship Club September 2013 - May 2014
Benassi São Paulo June 2013 - July 2013
Burning Tree Country Club May 2013 - July 2013
Doral Arrowwood May 2012 - August 2012
Dream to Read January 2012 - January 2012
BlueStreak Sports Training June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Training, Sales
Education
Muhlenberg College 2010 — 2014
Bachelor's degree, Finance, General
Muhlenberg College 2010 — 2014
Bachelor's degree, Accounting and Finance
SEI January 2015 - Present
Northwestern Mutual May 2014 - September 2014
Manhattan Proper May 2014 - August 2014
AXA Advisors January 2014 - May 2014
Muhlenberg Entrepreneurship Club September 2013 - May 2014
Benassi São Paulo June 2013 - July 2013
Burning Tree Country Club May 2013 - July 2013
Doral Arrowwood May 2012 - August 2012
Dream to Read January 2012 - January 2012
BlueStreak Sports Training June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Training, Sales
Education
Muhlenberg College 2010 — 2014
Bachelor's degree, Finance, General
Muhlenberg College 2010 — 2014
Bachelor's degree, Accounting and Finance
Patrick Paul's AXA Advisors Experience May 2009 - April 2010
Job Vice President Investments / Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2011 - Present
MassMutual Financial Group April 2010 - June 2011
AXA Advisors May 2009 - April 2010
BLS Advisors November 2007 - February 2009
Education
Montclair State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
JPMorgan Chase Bank, N.A. June 2011 - Present
MassMutual Financial Group April 2010 - June 2011
AXA Advisors May 2009 - April 2010
BLS Advisors November 2007 - February 2009
Education
Montclair State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Eddy Louis's AXA Advisors Experience February 2011 - April 2012
Job Murex Processing (BO) Consultant
Industry Information Technology and Services
Experience
Murex March 2013 - Present
FDM Group September 2012 - March 2013
Mobile Apps (Independent Employment) October 2010 - March 2013
AXA Advisors February 2011 - April 2012
Skills
Financial Planning, Retirement Planning, Insurance Planning, Asset Management, Risk Management, Wealth Management, Alternative Investments, Sales, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Estate Planning, MS Project, Oracle SQL Developer, Unix Operating Systems, Agile Methodologies, Scrum, Windows, Outlook, Strategic Financial..., Access, Analysis, PowerPoint, CRM, Project Management, SQL
Education
Morehouse College 2005 — 2010
BA, Psychology
Brooklyn Tech
Murex March 2013 - Present
FDM Group September 2012 - March 2013
Mobile Apps (Independent Employment) October 2010 - March 2013
AXA Advisors February 2011 - April 2012
Skills
Financial Planning, Retirement Planning, Insurance Planning, Asset Management, Risk Management, Wealth Management, Alternative Investments, Sales, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Estate Planning, MS Project, Oracle SQL Developer, Unix Operating Systems, Agile Methodologies, Scrum, Windows, Outlook, Strategic Financial..., Access, Analysis, PowerPoint, CRM, Project Management, SQL
Education
Morehouse College 2005 — 2010
BA, Psychology
Brooklyn Tech
Harold L. Gilbert Harold L. Gilbert's AXA Advisors Experience August 1999 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors August 1999 - Present
AXA Advisors August 1996 - August 1999
Mutual of Omaha January 1988 - July 1996
Mutual of Omaha 1976 - 1988
Skills
Financial Planning..., Qualified Plan...
Education
Norfolk State University 1966 — 1970
Business Administration
AXA Advisors August 1999 - Present
AXA Advisors August 1996 - August 1999
Mutual of Omaha January 1988 - July 1996
Mutual of Omaha 1976 - 1988
Skills
Financial Planning..., Qualified Plan...
Education
Norfolk State University 1966 — 1970
Business Administration
Anna Zege Anna Zege's AXA Advisors Experience March 2014 - Present
Job Investment Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Zegzy Baby (Formely Haute Doggy Style) July 2010 - Present
RJS Realty Acquisitions June 2008 - August 2008
Cecil Grace Foundation November 2007 - May 2008
Boss Models January 2006 - January 2007
Skills
•Computer skills:..., •Fluent in Russian., Series 7, Life & Health Insurance..., Series 63
Education
New York University 2004 — 2008
Economics, 3.8
AXA Advisors March 2014 - Present
Zegzy Baby (Formely Haute Doggy Style) July 2010 - Present
RJS Realty Acquisitions June 2008 - August 2008
Cecil Grace Foundation November 2007 - May 2008
Boss Models January 2006 - January 2007
Skills
•Computer skills:..., •Fluent in Russian., Series 7, Life & Health Insurance..., Series 63
Education
New York University 2004 — 2008
Economics, 3.8
Michael-Philip O'Shaughnessy's AXA Advisors Experience July 2013 - September 2013
Job IBD Ops Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs May 2014 - Present
AXA Advisors July 2013 - September 2013
Broadreach Group June 2013 - July 2013
Bellmore Car Wash January 2008 - May 2013
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Research, French, Leadership, Economics, Analysis, Data Analysis, Teamwork
Education
New York University 2012 — 2015
Bachelor of Science (BS), Economics
Stony Brook University 2011 — 2012
Economics
Goldman Sachs July 2015 - Present
Goldman Sachs May 2014 - Present
AXA Advisors July 2013 - September 2013
Broadreach Group June 2013 - July 2013
Bellmore Car Wash January 2008 - May 2013
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Research, French, Leadership, Economics, Analysis, Data Analysis, Teamwork
Education
New York University 2012 — 2015
Bachelor of Science (BS), Economics
Stony Brook University 2011 — 2012
Economics
Nick Cornwell Nick Cornwell's AXA Advisors Experience May 2015 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
LPL Financial November 2000 - July 2014
TD Waterhouse March 1996 - November 2000
TD Waterhouse March 1996 - November 2000
Skills
Securities, Financial Analysis, Mutual Funds, Microsoft Excel, Series 7, Equities, Wealth Management, Fixed Income, Investments, Marketing Communications, FINRA, Retirement Planning, Banking, Credit, Risk Management, Asset Allocation, Finance, Alternative Investments, Series 63, Financial Services, Bloomberg, Strategic Financial..., Process Improvement
Education
Platt College-San Diego 1998 — 1999
Mt. Hood Community College
AXA Advisors May 2015 - Present
LPL Financial November 2000 - July 2014
TD Waterhouse March 1996 - November 2000
TD Waterhouse March 1996 - November 2000
Skills
Securities, Financial Analysis, Mutual Funds, Microsoft Excel, Series 7, Equities, Wealth Management, Fixed Income, Investments, Marketing Communications, FINRA, Retirement Planning, Banking, Credit, Risk Management, Asset Allocation, Finance, Alternative Investments, Series 63, Financial Services, Bloomberg, Strategic Financial..., Process Improvement
Education
Platt College-San Diego 1998 — 1999
Mt. Hood Community College
Marc Pearl's AXA Advisors Experience 2000 - 2002
Job Sales at Red Door IT Partners, INC
Industry Financial Services
Experience
Red Door IT Partners, INC September 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Pearl Wealth Management February 2012 - October 2013
LPL Finanical February 2012 - October 2013
First Northern Bank 2002 - 2012
AXA Advisors 2000 - 2002
The Money Store 1997 - 2000
Wells Fargo 1990 - 1997
Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning
Education
National University
Bachelor of Science (BS), Information Technology
Red Door IT Partners, INC September 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Pearl Wealth Management February 2012 - October 2013
LPL Finanical February 2012 - October 2013
First Northern Bank 2002 - 2012
AXA Advisors 2000 - 2002
The Money Store 1997 - 2000
Wells Fargo 1990 - 1997
Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning
Education
National University
Bachelor of Science (BS), Information Technology
Brian Armston Brian Armston's AXA Advisors Experience November 2001 - January 2005
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - Present
Merrill Lynch March 2005 - January 2007
AXA Advisors November 2001 - January 2005
Skills
Series 63, Series 7
Education
Nazareth College 1996 — 2000
BA, Business Administration
Morgan Stanley Wealth Management January 2007 - Present
Merrill Lynch March 2005 - January 2007
AXA Advisors November 2001 - January 2005
Skills
Series 63, Series 7
Education
Nazareth College 1996 — 2000
BA, Business Administration
Thomas Galligan Thomas Galligan's AXA Advisors Experience December 2007 - February 2009
Job Permitting Coordinator at Bohler Engineering
Industry Construction
Experience
Bohler Engineering February 2014 - Present
Milrose Consultants, Inc. March 2009 - March 2014
AXA Advisors December 2007 - February 2009
ANC Sports February 2007 - December 2007
Skills
Construction Management, Construction, Contract Management
Education
New York Institute of Technology-Old Westbury 2002 — 2006
BS, Electrical Engineering Technology
Bohler Engineering February 2014 - Present
Milrose Consultants, Inc. March 2009 - March 2014
AXA Advisors December 2007 - February 2009
ANC Sports February 2007 - December 2007
Skills
Construction Management, Construction, Contract Management
Education
New York Institute of Technology-Old Westbury 2002 — 2006
BS, Electrical Engineering Technology
Lois Feinberg Lois Feinberg's AXA Advisors Experience January 1985 - December 1987
Job CLU, ChFC
Industry Financial Services
Experience
Lois Feinberg, CLU, ChFC October 1981 - Present
Axa Advisors January 1985 - December 1987
New York City Public Schools September 1966 - June 1972
Skills
Long-term Care, Public Speaking, Customer Service, Disability Insurance, Fixed Annuities, Retirement Planning, Medicare, Health Insurance, Life Insurance, Retirement, Financial Services, Term Life Insurance, Estate Planning, Small Business, Employee Benefits, Insurance, Brokers, Universal Life, Training, 401k, Finance, Whole Life, IRAs, Wealth Management, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Accident, Underwriting, Mutual Funds
Education
American College 1985 — 1992
CLU, ChFC, AEP, Financial Planning and Services
Penn State University 1962 — 1966
BS, Education
NYU 1964 — 1965
Bachelor's degree, Elementary Education and Teaching
Teaneck High School
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lois Feinberg, CLU, ChFC October 1981 - Present
Axa Advisors January 1985 - December 1987
New York City Public Schools September 1966 - June 1972
Skills
Long-term Care, Public Speaking, Customer Service, Disability Insurance, Fixed Annuities, Retirement Planning, Medicare, Health Insurance, Life Insurance, Retirement, Financial Services, Term Life Insurance, Estate Planning, Small Business, Employee Benefits, Insurance, Brokers, Universal Life, Training, 401k, Finance, Whole Life, IRAs, Wealth Management, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Accident, Underwriting, Mutual Funds
Education
American College 1985 — 1992
CLU, ChFC, AEP, Financial Planning and Services
Penn State University 1962 — 1966
BS, Education
NYU 1964 — 1965
Bachelor's degree, Elementary Education and Teaching
Teaneck High School
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Valarie Brown Lopez, SPHR's AXA Advisors Experience September 2000 - April 2002
Job Senior Recruiter, Recruiting Manager at M+W Group
Industry Staffing and Recruiting
Experience
M+W Group 2014 - Present
URS Corporation 2007 - 2014
Los Alamos National Laboratory June 2003 - February 2007
Comforce Technical Services April 2002 - June 2003
AXA Advisors September 2000 - April 2002
PracticeMatch June 1995 - September 2000
Skills
Succession Planning, Onboarding, College Recruiting, Recruiting/Staffing, Proposal Team Member, Recruiting, Human Resources, Technical Recruiting, Training, Leadership, Personnel Management, Talent Acquisition, Management, Applicant Tracking...
Education
New Mexico State University
Masters, MBA
University of Phoenix
Bachelor of Science, Business Management
The University of New Mexico
Human Resource Management Certification
AIRS
Certified Internet Recruiter, Recruiting
AIRS
Certified Diversity Recruiter, Recruiting
Los Alamos National Laboratory
Lean Six Sigma Yellow Belt, Six Sigma
Los Alamos National Laboratory
Lean Six Sigma Yellow Belt Champion, Six Sigma
Macon State College
St. Francis University
M+W Group 2014 - Present
URS Corporation 2007 - 2014
Los Alamos National Laboratory June 2003 - February 2007
Comforce Technical Services April 2002 - June 2003
AXA Advisors September 2000 - April 2002
PracticeMatch June 1995 - September 2000
Skills
Succession Planning, Onboarding, College Recruiting, Recruiting/Staffing, Proposal Team Member, Recruiting, Human Resources, Technical Recruiting, Training, Leadership, Personnel Management, Talent Acquisition, Management, Applicant Tracking...
Education
New Mexico State University
Masters, MBA
University of Phoenix
Bachelor of Science, Business Management
The University of New Mexico
Human Resource Management Certification
AIRS
Certified Internet Recruiter, Recruiting
AIRS
Certified Diversity Recruiter, Recruiting
Los Alamos National Laboratory
Lean Six Sigma Yellow Belt, Six Sigma
Los Alamos National Laboratory
Lean Six Sigma Yellow Belt Champion, Six Sigma
Macon State College
St. Francis University
Jeff Huang Jeff Huang's AXA Advisors Experience February 2014 - May 2014
Job Data Analyst Intern at Cablevision
Industry Information Technology and Services
Experience
Cablevision June 2015 - Present
Reachable May 2014 - August 2014
AXA Advisors February 2014 - May 2014
SingWho, Inc. July 2013 - December 2013
Ambitious Media March 2013 - June 2013
Maria Social Welfare Foundation May 2009 - September 2009
Skills
Quantitative Research, Python, Stata, R, HTML, C++, Microsoft Excel, Photoshop, PowerPoint, Google Analytics, Social Sciences, Multilingual..., Entrepreneurship, Music, Social Media Marketing
Education
New York University 2013 — 2015
Master of Arts (MA), Research Methodology and Quantitative Methods, 4.0
New York University 2010 — 2014
Bachelor of Arts (B.A.), Sociology
Villanova Preparatory High School
Cablevision June 2015 - Present
Reachable May 2014 - August 2014
AXA Advisors February 2014 - May 2014
SingWho, Inc. July 2013 - December 2013
Ambitious Media March 2013 - June 2013
Maria Social Welfare Foundation May 2009 - September 2009
Skills
Quantitative Research, Python, Stata, R, HTML, C++, Microsoft Excel, Photoshop, PowerPoint, Google Analytics, Social Sciences, Multilingual..., Entrepreneurship, Music, Social Media Marketing
Education
New York University 2013 — 2015
Master of Arts (MA), Research Methodology and Quantitative Methods, 4.0
New York University 2010 — 2014
Bachelor of Arts (B.A.), Sociology
Villanova Preparatory High School
Raj Beharry Raj Beharry's AXA Advisors Experience January 2010 - May 2010
Job Associate Project Manager
Industry Legal Services
Experience
Recommind May 2014 - Present
Kirkland & Ellis LLP November 2010 - May 2014
The Kinetix Group June 2010 - November 2010
AXA Advisors January 2010 - May 2010
Datran Media January 2010 - May 2010
Speedy Automotive Distributors Inc. January 2006 - February 2009
Skills
CRM, Sales, Legal Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Marketing, Advertising, Account Management, PowerPoint, Research, Microsoft Word, Westlaw, Financial Services, Legal Writing, Relativity, Entrepreneurship, Music Industry, Portfolio Management, Bluebook, Autonomy iManage, TextMap, CaseMap, LiveNote, Outlook, DeskSite, Citrix, Axcelerate, Project Management
Education
New York University 2006 — 2010
BA, Economics, Business
Recommind May 2014 - Present
Kirkland & Ellis LLP November 2010 - May 2014
The Kinetix Group June 2010 - November 2010
AXA Advisors January 2010 - May 2010
Datran Media January 2010 - May 2010
Speedy Automotive Distributors Inc. January 2006 - February 2009
Skills
CRM, Sales, Legal Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Marketing, Advertising, Account Management, PowerPoint, Research, Microsoft Word, Westlaw, Financial Services, Legal Writing, Relativity, Entrepreneurship, Music Industry, Portfolio Management, Bluebook, Autonomy iManage, TextMap, CaseMap, LiveNote, Outlook, DeskSite, Citrix, Axcelerate, Project Management
Education
New York University 2006 — 2010
BA, Economics, Business
Jeon-Ho Cho, FRM Jeon-Ho Cho, FRM's AXA Advisors Experience June 2011 - August 2011
Job Pricing & Valuation Analyst at CME Group
Industry Financial Services
Experience
CME Group March 2015 - Present
Light Horse Market Solutions July 2012 - October 2014
AllianceBernstein December 2011 - March 2012
AXA Advisors June 2011 - August 2011
Vixell September 2006 - November 2008
Skills
Bloomberg Terminal, Bloomberg, Option Pricing Models, Equity Derivatives, Financial Modeling, VBA, R, Matlab, Python, Mathematica, Microsoft Excel, FDM, Monte Carlo Simulation, Quantitative Finance, Valuation Modeling, Hedge Funds, Trading Strategies, Risk Metrics, Equity Research Analysis, Agency MBS, MBS
Education
New York University 2010 — 2012
Master's degree, Financial Engineering
CME Group March 2015 - Present
Light Horse Market Solutions July 2012 - October 2014
AllianceBernstein December 2011 - March 2012
AXA Advisors June 2011 - August 2011
Vixell September 2006 - November 2008
Skills
Bloomberg Terminal, Bloomberg, Option Pricing Models, Equity Derivatives, Financial Modeling, VBA, R, Matlab, Python, Mathematica, Microsoft Excel, FDM, Monte Carlo Simulation, Quantitative Finance, Valuation Modeling, Hedge Funds, Trading Strategies, Risk Metrics, Equity Research Analysis, Agency MBS, MBS
Education
New York University 2010 — 2012
Master's degree, Financial Engineering
Becca Seidel Becca Seidel's AXA Advisors Experience September 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2011 - Present
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
AXA Advisors September 2011 - Present
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Britt L. Porter Britt L. Porter's AXA Advisors Experience 1996 - 2006
Job Vice President Senior Wealth Manager at True North Advisors
Industry Investment Management
Experience
True North Advisors September 2008 - Present
JP Morgan Chase July 2006 - September 2008
AXA Advisors 1996 - 2006
Innovative Technologies Intl., El Paso, Texas 1992 - 1996
Pittman-Moore GmbH, Grossburgwedel, Germany 1985 - 1991
Skills
Private Wealth..., Wealth Management, Investment Advisory, Asset Management, Investments, Retirement Planning, Financial Planning, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Accumulation, Insurance Planning, Mutual Funds, Retirement, IRA's, Financial Advice, Bonds, Securities, Equities, Fixed Income, Hedge Funds, Financial Analysis, Insurance, Retirement Income..., Private Equity, Comprehensive Wealth..., Asset Protection, Risk Management, Investment Products, ETFs, Stocks
Education
New Mexico State University
BS
True North Advisors September 2008 - Present
JP Morgan Chase July 2006 - September 2008
AXA Advisors 1996 - 2006
Innovative Technologies Intl., El Paso, Texas 1992 - 1996
Pittman-Moore GmbH, Grossburgwedel, Germany 1985 - 1991
Skills
Private Wealth..., Wealth Management, Investment Advisory, Asset Management, Investments, Retirement Planning, Financial Planning, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Accumulation, Insurance Planning, Mutual Funds, Retirement, IRA's, Financial Advice, Bonds, Securities, Equities, Fixed Income, Hedge Funds, Financial Analysis, Insurance, Retirement Income..., Private Equity, Comprehensive Wealth..., Asset Protection, Risk Management, Investment Products, ETFs, Stocks
Education
New Mexico State University
BS
Daniel Beaudrie's AXA Advisors Experience November 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
National Securities September 2013 - August 2014
Red Ink Plus June 2010 - September 2012
State University of New York January 2011 - June 2011
Skills
Problem Solving, Operations Management, Risk Management, Business Analysis, Strategic Financial..., proficient in excel and..., Economic Forecasting, Economics, Finance, Series 7, Portfolio Management, Investments, Microsoft Excel
Education
State University of New York College at Cortland 2011 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Nassau Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
kellenberg
AXA Advisors November 2014 - Present
National Securities September 2013 - August 2014
Red Ink Plus June 2010 - September 2012
State University of New York January 2011 - June 2011
Skills
Problem Solving, Operations Management, Risk Management, Business Analysis, Strategic Financial..., proficient in excel and..., Economic Forecasting, Economics, Finance, Series 7, Portfolio Management, Investments, Microsoft Excel
Education
State University of New York College at Cortland 2011 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Nassau Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
kellenberg
Christopher Schutte Christopher Schutte's AXA Advisors Experience March 2012 - August 2012
Job Sales at EDC
Industry Construction
Experience
Engineered Devices Corporation February 2013 - Present
Northern Valley Regional High School & Dumont High School November 2009 - June 2014
Aflac September 2012 - January 2013
AXA Advisors March 2012 - August 2012
Singer Nelson Charlmers November 2011 - March 2012
Skills
Management, Mathematics, Team Leadership, People Skills, Word, Excel, AutoCAD, Microsoft Office, Coaching, Teaching, Hard Worker, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Sales, Social Media, Human Resources, Insurance, Time Management
Education
Montclair State University 2007 — 2010
Bachelors, Mathematics
CDM Institute 2011 — 2011
AutoCAD, Certificate: AutoCAD 2011 Fundamentals
Dumont High School 2001 — 2005
High School Diploma
Engineered Devices Corporation February 2013 - Present
Northern Valley Regional High School & Dumont High School November 2009 - June 2014
Aflac September 2012 - January 2013
AXA Advisors March 2012 - August 2012
Singer Nelson Charlmers November 2011 - March 2012
Skills
Management, Mathematics, Team Leadership, People Skills, Word, Excel, AutoCAD, Microsoft Office, Coaching, Teaching, Hard Worker, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Sales, Social Media, Human Resources, Insurance, Time Management
Education
Montclair State University 2007 — 2010
Bachelors, Mathematics
CDM Institute 2011 — 2011
AutoCAD, Certificate: AutoCAD 2011 Fundamentals
Dumont High School 2001 — 2005
High School Diploma
Joseph Gilston Joseph Gilston's AXA Advisors Experience May 2007 - August 2007
Job Business Intelligence Analyst at XO Group
Industry Information Technology and Services
Experience
XO Group Inc. August 2014 - Present
AdvantageCare Physicians September 2013 - July 2014
OpenSky June 2013 - August 2013
Elias Sports Bureau May 2008 - May 2013
AXA Advisors May 2007 - August 2007
Prudential Financial May 2006 - August 2006
Skills
Microsoft SQL Server, SSRS, SQL Report Writing, MySQL, Python, C#, R, Java, Microsoft Visual Studio, Eclipse, ASP.NET, Microsoft Office
Education
New York University 2012 — 2012
New York University 2011 — 2012
Computer Science
Muhlenberg College 2004 — 2008
BA, Finance and Economics
NYC Lab School 2000 — 2004
XO Group Inc. August 2014 - Present
AdvantageCare Physicians September 2013 - July 2014
OpenSky June 2013 - August 2013
Elias Sports Bureau May 2008 - May 2013
AXA Advisors May 2007 - August 2007
Prudential Financial May 2006 - August 2006
Skills
Microsoft SQL Server, SSRS, SQL Report Writing, MySQL, Python, C#, R, Java, Microsoft Visual Studio, Eclipse, ASP.NET, Microsoft Office
Education
New York University 2012 — 2012
New York University 2011 — 2012
Computer Science
Muhlenberg College 2004 — 2008
BA, Finance and Economics
NYC Lab School 2000 — 2004
Thomas Galligan Thomas Galligan's AXA Advisors Experience December 2007 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2007 - Present
Education
New York Institute of Technology 2002 — 2006
B.S., Electrical Engineering
AXA Advisors December 2007 - Present
Education
New York Institute of Technology 2002 — 2006
B.S., Electrical Engineering
Andy Vaidya's AXA Advisors Experience October 2013 - November 2013
Job AVS Systems CEO & Chief Architect
Industry Information Technology and Services
Experience
AVS Systems, Inc June 1991 - Present
NYC Health and Hospitals Corporation April 2014 - December 2014
eBay Enterprise November 2013 - April 2014
AXA Advisors October 2013 - November 2013
New York Life Investment Management Company June 2013 - September 2013
Ally Financial Inc. September 2012 - January 2013
DTCC April 2011 - August 2012
CIT Group October 2011 - May 2012
Blue Cross Blue Shield of Rhode Island January 2011 - February 2011
Pitney Bowes September 2010 - November 2010
Skills
InfoSphere DataStage, InfoSphere Information..., InfoSphere QualityStage, InfoSphere Metadata..., InfoSphere Business..., IBM MDM, IBM OPTIM, IBM ISD, IBM CDC, IBM Initiate, IBM Discovery, Business Intelligence, Data Warehousing, Datastage, Master Data Management, Enterprise Architecture, Data Modeling, Integration, Strategy, Business Strategy, ETL, SOA, Databases, Business Process, Enterprise Software, Oracle, Software Development, DB2, Data Migration, Business Analysis, Cognos, Business Objects
Education
New York Institute of Technology-Old Westbury 1984 — 1987
M.S., Computer Science
Osmania University 1977 — 1980
BS, BIO-CHEMISTRY
Nrupathunga high school 1970 — 1977
Passed Middle and High School, Biology, Math, Physics
AVS Systems, Inc June 1991 - Present
NYC Health and Hospitals Corporation April 2014 - December 2014
eBay Enterprise November 2013 - April 2014
AXA Advisors October 2013 - November 2013
New York Life Investment Management Company June 2013 - September 2013
Ally Financial Inc. September 2012 - January 2013
DTCC April 2011 - August 2012
CIT Group October 2011 - May 2012
Blue Cross Blue Shield of Rhode Island January 2011 - February 2011
Pitney Bowes September 2010 - November 2010
Skills
InfoSphere DataStage, InfoSphere Information..., InfoSphere QualityStage, InfoSphere Metadata..., InfoSphere Business..., IBM MDM, IBM OPTIM, IBM ISD, IBM CDC, IBM Initiate, IBM Discovery, Business Intelligence, Data Warehousing, Datastage, Master Data Management, Enterprise Architecture, Data Modeling, Integration, Strategy, Business Strategy, ETL, SOA, Databases, Business Process, Enterprise Software, Oracle, Software Development, DB2, Data Migration, Business Analysis, Cognos, Business Objects
Education
New York Institute of Technology-Old Westbury 1984 — 1987
M.S., Computer Science
Osmania University 1977 — 1980
BS, BIO-CHEMISTRY
Nrupathunga high school 1970 — 1977
Passed Middle and High School, Biology, Math, Physics
Aleksandra Novikova's AXA Advisors Experience December 2014 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Paninis Bar and Grill June 2014 - August 2014
Urban Outfitters March 2014 - May 2014
Solon Chabad June 2010 - July 2013
Panini's Bar and Grill November 2011 - June 2013
Skills
Microsoft Office, Oral & Written..., Efficiency, Productivity, Outstanding time..., Teamwork, Spanish, Russian, Creativity, Uniqueness, Leadership, Communication
Education
New York University 2013 — 2017
Business and Technology Management
Mayfield High School 2009 — 2013
AXA Advisors December 2014 - Present
Paninis Bar and Grill June 2014 - August 2014
Urban Outfitters March 2014 - May 2014
Solon Chabad June 2010 - July 2013
Panini's Bar and Grill November 2011 - June 2013
Skills
Microsoft Office, Oral & Written..., Efficiency, Productivity, Outstanding time..., Teamwork, Spanish, Russian, Creativity, Uniqueness, Leadership, Communication
Education
New York University 2013 — 2017
Business and Technology Management
Mayfield High School 2009 — 2013
Steven Smitten's AXA Advisors Experience June 2002 - February 2015
Job Managing Director at ABMM Financial
Industry Financial Services
Experience
ABMM Financial February 2015 - Present
AXA Advisors June 2002 - February 2015
Skills
Series 7, Retirement Planning, Series 63, Financial Services, Life Insurance, Finance, Strategic Financial..., College Recruiting, Series 24, Series 65, Life & Health Insurance...
Education
St. Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
St. Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), History
Garden City High School 1981 — 1984
Nanzan University 1987 — 1988
Japanese Studies
ABMM Financial February 2015 - Present
AXA Advisors June 2002 - February 2015
Skills
Series 7, Retirement Planning, Series 63, Financial Services, Life Insurance, Finance, Strategic Financial..., College Recruiting, Series 24, Series 65, Life & Health Insurance...
Education
St. Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
St. Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), History
Garden City High School 1981 — 1984
Nanzan University 1987 — 1988
Japanese Studies
William Bissett's AXA Advisors Experience January 2003 - February 2004
Job CERTIFIED FINANCIAL PLANNER (TM) ~ Wealth Management ~ Small Business 401k~ Retirement Planning ~ Investment Management
Industry Financial Services
Experience
Secrest Blakey & Associates May 2015 - Present
Principled Heart August 2013 - Present
Pinnacle Advisory Group November 2006 - April 2015
Financial Planning Association November 2012 - November 2013
Financial Planning Association of Maryland January 2012 - November 2012
Financial Planning Association of Maryland January 2011 - December 2011
Pinnacle Advisory Group January 2005 - September 2006
Morgan Stanley January 2004 - December 2004
AXA Advisors January 2003 - February 2004
Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers
Education
North Carolina State University 1997 — 2002
B.A., Economics
Arendell Parrott Academy
The American College
Secrest Blakey & Associates May 2015 - Present
Principled Heart August 2013 - Present
Pinnacle Advisory Group November 2006 - April 2015
Financial Planning Association November 2012 - November 2013
Financial Planning Association of Maryland January 2012 - November 2012
Financial Planning Association of Maryland January 2011 - December 2011
Pinnacle Advisory Group January 2005 - September 2006
Morgan Stanley January 2004 - December 2004
AXA Advisors January 2003 - February 2004
Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers
Education
North Carolina State University 1997 — 2002
B.A., Economics
Arendell Parrott Academy
The American College
Keye Lu's AXA Advisors Experience June 2000 - November 2005
Job Operation Manager
Industry Investment Management
Experience
Tocqueville Asset Management April 2006 - Present
AXA Advisors June 2000 - November 2005
Skills
Asset Management, Mutual Funds, Hedge Funds, Operations Management, 529 Plans, Advent, Alternative Investments, Corporate Actions, Performance Analysis, Private Placements, Financial Operations, Fund Administration, Cost Basis Reporting, General Securities..., UCITS, Equity Valuation, Prime Brokerage, Process Automation, Wealth Management, Investment Advisory, Equities, Asset Managment, Series 7, Investments, Fixed Income, Due Diligence, Valuation, Portfolio Management, Securities, Series 24
Education
New York University 1996 — 2000
Tocqueville Asset Management April 2006 - Present
AXA Advisors June 2000 - November 2005
Skills
Asset Management, Mutual Funds, Hedge Funds, Operations Management, 529 Plans, Advent, Alternative Investments, Corporate Actions, Performance Analysis, Private Placements, Financial Operations, Fund Administration, Cost Basis Reporting, General Securities..., UCITS, Equity Valuation, Prime Brokerage, Process Automation, Wealth Management, Investment Advisory, Equities, Asset Managment, Series 7, Investments, Fixed Income, Due Diligence, Valuation, Portfolio Management, Securities, Series 24
Education
New York University 1996 — 2000
Robert Graham, III's AXA Advisors Experience March 2008 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2008 - Present
Murphy & Durieu January 2004 - August 2007
LaBranche & Co. February 1995 - January 2004
Education
Nassau Community College
AXA Advisors March 2008 - Present
Murphy & Durieu January 2004 - August 2007
LaBranche & Co. February 1995 - January 2004
Education
Nassau Community College
Charene Reyes's AXA Advisors Experience Internet Customer Service ManagerDelias1996 - 2000
Job New Business Analyst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Internet Customer Service ManagerDelias1996 - 2000
Education
North Carolina Agricultural and Technical State University 1995 — 1997
AXA Advisors Internet Customer Service ManagerDelias1996 - 2000
Education
North Carolina Agricultural and Technical State University 1995 — 1997
Michael D. Gibney, CFP®, AIF®'s AXA Advisors Experience March 2000 - March 2001
Job Partner and Financial Planner at, HIGHLAND Financial Advisors, LLC
Industry Financial Services
Experience
HIGHLAND Financial Advisors, LLC March 2005 - Present
New Jersey Metro National Multiple Sclerosis Society October 2010 - September 2013
Raymond James Financial March 2001 - March 2005
AXA Advisors March 2000 - March 2001
Bear Stearns June 1997 - March 2000
Lehman Brothers June 1995 - June 1997
Swiss Bank Corporation November 1985 - October 1994
Education
New York University 1998 — 2000
CFP Certification, Financial Planning
Pace University 1981 — 1985
BBA, Management Information Systems
HIGHLAND Financial Advisors, LLC March 2005 - Present
New Jersey Metro National Multiple Sclerosis Society October 2010 - September 2013
Raymond James Financial March 2001 - March 2005
AXA Advisors March 2000 - March 2001
Bear Stearns June 1997 - March 2000
Lehman Brothers June 1995 - June 1997
Swiss Bank Corporation November 1985 - October 1994
Education
New York University 1998 — 2000
CFP Certification, Financial Planning
Pace University 1981 — 1985
BBA, Management Information Systems
Thomas P. Sullivan's AXA Advisors Experience December 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
United States Army Reserve August 2014 - Present
AXA Advisors December 2007 - Present
US Army May 1993 - Present
Breezy Point Cooperative August 2009 - October 2014
WJTRest.LLC April 2000 - October 2008
BearingPoint Consulting April 2004 - September 2007
Fiduciary Trust Company International January 2001 - April 2004
Fiduciary Trust Company International June 1999 - August 2003
Fiduciary Trust Company International May 1996 - August 1999
Education
New York University's School of Continuing Professional Studies 1999 — 2001
Certificate, Financial Planning, A-
Mount St. Mary's University 1994 — 1996
MBA, Management
Mount Saint Mary's College 1989 — 1993
B.S, Business & Finance
La Salle Military Academy 1985 — 1989
High School Diploma
State Licensing Authorities
Professional Licenses:, Investment Advisor Representative
United States Army Reserve August 2014 - Present
AXA Advisors December 2007 - Present
US Army May 1993 - Present
Breezy Point Cooperative August 2009 - October 2014
WJTRest.LLC April 2000 - October 2008
BearingPoint Consulting April 2004 - September 2007
Fiduciary Trust Company International January 2001 - April 2004
Fiduciary Trust Company International June 1999 - August 2003
Fiduciary Trust Company International May 1996 - August 1999
Education
New York University's School of Continuing Professional Studies 1999 — 2001
Certificate, Financial Planning, A-
Mount St. Mary's University 1994 — 1996
MBA, Management
Mount Saint Mary's College 1989 — 1993
B.S, Business & Finance
La Salle Military Academy 1985 — 1989
High School Diploma
State Licensing Authorities
Professional Licenses:, Investment Advisor Representative
Caroline Missak's AXA Advisors Experience January 2012 - August 2014
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Merrill Lynch August 2014 - May 2015
AXA Advisors January 2012 - August 2014
Atrium Diagnostic Imaging August 2006 - December 2012
Skills
Securities, Fixed Income, Equities, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Bonds, Wealth Management..., Investment Management, Financial Advisory, Investments, Portfolio Management, Asset Managment, Estate Planning, Life Insurance, Strategic Financial...
Education
New York University 1984 — 1987
Bachelor of Science (B.S.), International Business & Marketing
New York University - Leonard N. Stern School of Business 1984 — 1987
BS, Marketing & International Business
PNC June 2015 - Present
Merrill Lynch August 2014 - May 2015
AXA Advisors January 2012 - August 2014
Atrium Diagnostic Imaging August 2006 - December 2012
Skills
Securities, Fixed Income, Equities, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Bonds, Wealth Management..., Investment Management, Financial Advisory, Investments, Portfolio Management, Asset Managment, Estate Planning, Life Insurance, Strategic Financial...
Education
New York University 1984 — 1987
Bachelor of Science (B.S.), International Business & Marketing
New York University - Leonard N. Stern School of Business 1984 — 1987
BS, Marketing & International Business
Funmilayo Brown's AXA Advisors Experience July 2005 - October 2006
Job Chief Advancement Officer at Shining Hope for Communities
Industry Nonprofit Organization Management
Experience
Shining Hope for Communities September 2015 - Present
The Carter Burden Center for the Aging, Inc. August 2012 - August 2015
Choices in Childbirth April 2011 - August 2012
EXPANDING HORIZONS, LLC January 2006 - April 2011
Chase October 2006 - October 2009
AXA Advisors July 2005 - October 2006
New York Presbyterian Hospital June 2004 - July 2005
KARMIC JOY BIRTH SERVICES September 2001 - December 2004
Weill Cornell Medical College June 2003 - June 2004
Weill Cornell Medical College 1998 - 2001
Skills
Investments, Budgeting, Fundraising, Program Management, Staff Development, Staff Supervision, Social Entrepreneurship, Non-profit..., Non-profit Marketing, Financial Management, Organizational..., Board Development, Budgets, Managerial Finance, Entrepreneurship, Leadership, Management, Marketing, Strategic Planning, Strategy, Public Relations, Public Speaking, Training, Nonprofits, Program Development, Community Outreach, Research, Event Planning, Grant Writing, Philanthropy
Education
New York University 2002 — 2004
MPA, Financial Management
Oberlin College 1993 — 1997
Bachelor of Arts, Political Science
Benjamin N. Cardozo High School 1989 — 1993
High School Diploma
Shining Hope for Communities September 2015 - Present
The Carter Burden Center for the Aging, Inc. August 2012 - August 2015
Choices in Childbirth April 2011 - August 2012
EXPANDING HORIZONS, LLC January 2006 - April 2011
Chase October 2006 - October 2009
AXA Advisors July 2005 - October 2006
New York Presbyterian Hospital June 2004 - July 2005
KARMIC JOY BIRTH SERVICES September 2001 - December 2004
Weill Cornell Medical College June 2003 - June 2004
Weill Cornell Medical College 1998 - 2001
Skills
Investments, Budgeting, Fundraising, Program Management, Staff Development, Staff Supervision, Social Entrepreneurship, Non-profit..., Non-profit Marketing, Financial Management, Organizational..., Board Development, Budgets, Managerial Finance, Entrepreneurship, Leadership, Management, Marketing, Strategic Planning, Strategy, Public Relations, Public Speaking, Training, Nonprofits, Program Development, Community Outreach, Research, Event Planning, Grant Writing, Philanthropy
Education
New York University 2002 — 2004
MPA, Financial Management
Oberlin College 1993 — 1997
Bachelor of Arts, Political Science
Benjamin N. Cardozo High School 1989 — 1993
High School Diploma
Peter Sokolik's AXA Advisors Experience 1999 - 2003
Job Senior Business Analyst at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Barclays 2012 - 2013
Moody's Investors Service 2011 - 2012
Citi December 2009 - December 2009
Edaptive Systems, Inc 2009 - 2009
Waddell & Reed 2007 - 2008
AXA Advisors 1999 - 2003
Morgan Stanley 1996 - 1999
Bank of America 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Requirements Gathering, Fixed Income, Business Analysis, Mutual Funds, Visio, Equities, Trade Processing, Trading, Risk Management, SDLC, Securities, Financial Services, Derivatives, Trading Systems, Vendor Management
Education
New York University
Bachelor of Science (B.S.), Technology Management
University of Virginia
Citi 2013 - Present
Barclays 2012 - 2013
Moody's Investors Service 2011 - 2012
Citi December 2009 - December 2009
Edaptive Systems, Inc 2009 - 2009
Waddell & Reed 2007 - 2008
AXA Advisors 1999 - 2003
Morgan Stanley 1996 - 1999
Bank of America 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Requirements Gathering, Fixed Income, Business Analysis, Mutual Funds, Visio, Equities, Trade Processing, Trading, Risk Management, SDLC, Securities, Financial Services, Derivatives, Trading Systems, Vendor Management
Education
New York University
Bachelor of Science (B.S.), Technology Management
University of Virginia
Mike Deming, QKA's AXA Advisors Experience 2001 - 2004
Job Online Services Supervisor
Industry Financial Services
Experience
Paychex May 2015 - Present
Paychex February 2013 - Present
Paychex 2007 - January 2013
Paychex 2005 - 2007
AXA Advisors 2001 - 2004
Skills
401k, Salesforce.com, Leadership, Employee Benefits, Customer Service, Human Resources, HRIS, Microsoft Excel, Benefits Administration, Team Building, Coaching, Recruiting, Performance Management, Employee Relations
Education
Nazareth College of Rochester 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Baldwinsville HighSchool 1992 — 1996
NYS Regents Diploma, Mathematics and Sciences
Paychex May 2015 - Present
Paychex February 2013 - Present
Paychex 2007 - January 2013
Paychex 2005 - 2007
AXA Advisors 2001 - 2004
Skills
401k, Salesforce.com, Leadership, Employee Benefits, Customer Service, Human Resources, HRIS, Microsoft Excel, Benefits Administration, Team Building, Coaching, Recruiting, Performance Management, Employee Relations
Education
Nazareth College of Rochester 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Baldwinsville HighSchool 1992 — 1996
NYS Regents Diploma, Mathematics and Sciences
Jason Canter's AXA Advisors Experience January 2006 - January 2009
Job Accountant at BBOS/KDMS Accountants, LLC.
Industry Financial Services
Experience
BBOS/KDMS Accountants, LLC. December 2013 - Present
Colette Guerriero Accounting June 2011 - December 2013
Wells Fargo Advisors January 2009 - June 2010
Axa Advisors January 2006 - January 2009
Education
Fairleigh Dickinson University-College at Florham 2012 — 2014
Master's degree, Accounting
Montclair State University 1996 — 2001
Bachelor of Arts (B.A.), Theatre/Theater
BBOS/KDMS Accountants, LLC. December 2013 - Present
Colette Guerriero Accounting June 2011 - December 2013
Wells Fargo Advisors January 2009 - June 2010
Axa Advisors January 2006 - January 2009
Education
Fairleigh Dickinson University-College at Florham 2012 — 2014
Master's degree, Accounting
Montclair State University 1996 — 2001
Bachelor of Arts (B.A.), Theatre/Theater
David Mahler's AXA Advisors Experience January 1999 - February 2005
Job Affiliate / Expert Witness at Bates Group, LLC
Industry Legal Services
Experience
Bates Group LLC January 2015 - Present
TOV Capital Markets, Inc. 2011 - 2013
Global Strategic Investments, LLC April 2009 - January 2011
TradeStation Securities March 2006 - February 2008
Societe Generale March 2005 - February 2006
AXA Advisors January 1999 - February 2005
Prime Charter, LLC September 1997 - September 1998
Mahler & Associates May 1995 - August 1998
Yaeger Securities, Inc. December 1992 - May 1995
Mahler & Associates November 1990 - November 1992
Education
New York University School of Law 2000 — 2002
LL.M., Corporate Law
Whittier Law School 1992 — 1995
J.D., Law
Bates Group LLC January 2015 - Present
TOV Capital Markets, Inc. 2011 - 2013
Global Strategic Investments, LLC April 2009 - January 2011
TradeStation Securities March 2006 - February 2008
Societe Generale March 2005 - February 2006
AXA Advisors January 1999 - February 2005
Prime Charter, LLC September 1997 - September 1998
Mahler & Associates May 1995 - August 1998
Yaeger Securities, Inc. December 1992 - May 1995
Mahler & Associates November 1990 - November 1992
Education
New York University School of Law 2000 — 2002
LL.M., Corporate Law
Whittier Law School 1992 — 1995
J.D., Law
Gary DeSantis's AXA Advisors Experience November 2002 - June 2004
Job Director of OperationsMass Affluent at PNC
Industry Banking
Experience
PNC January 2011 - Present
PNC Bank October 2004 - December 2010
AXA Advisors November 2002 - June 2004
Hyatt Hotels November 1987 - June 2004
Skills
Leadership, Customer Service, Forecasting, Budgets, Microsoft Excel, Sales, Accounting
Education
Montclair State University 2006 — 2008
MBA, Finance
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
PNC January 2011 - Present
PNC Bank October 2004 - December 2010
AXA Advisors November 2002 - June 2004
Hyatt Hotels November 1987 - June 2004
Skills
Leadership, Customer Service, Forecasting, Budgets, Microsoft Excel, Sales, Accounting
Education
Montclair State University 2006 — 2008
MBA, Finance
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
Donald Storer's AXA Advisors Experience April 2001 - Present
Job registered rep at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2001 - Present
Education
Nassau Community College
AXA Advisors April 2001 - Present
Education
Nassau Community College
Akhil Patel, Ph.D.'s AXA Advisors Experience June 1998 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 1998 - Present
New Jersey Institute of Technology 1992 - 1993
Stevens Institute of Technology 1982 - 1992
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Long Term Care..., Disability Insurance...
Education
Stevens Institute of Technology 1984 — 1992
Post-Doctorate, Physical Chemistry
National Institute of Technology Rourkela 1973 — 1977
Doctor of Philosophy (Ph.D.), Physics
AXA Advisors June 1998 - Present
New Jersey Institute of Technology 1992 - 1993
Stevens Institute of Technology 1982 - 1992
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Long Term Care..., Disability Insurance...
Education
Stevens Institute of Technology 1984 — 1992
Post-Doctorate, Physical Chemistry
National Institute of Technology Rourkela 1973 — 1977
Doctor of Philosophy (Ph.D.), Physics
Neil Colvin's AXA Advisors Experience October 2008 - Present
Job Administrative Assistant
Industry Financial Services
Experience
AXA Advisors October 2008 - Present
New Horizon Advisors January 2004 - June 2008
Spherion 2002 - 2003
Spherion 1999 - 2001
Spherion 1997 - 1998
Skills
Outlook, Administrative...
Education
Rochester Institute of Technology 1977 — 1979
Monroe Community College 1972 — 1976
Associate's Degree, Business Administration and Management, General
AXA Advisors October 2008 - Present
New Horizon Advisors January 2004 - June 2008
Spherion 2002 - 2003
Spherion 1999 - 2001
Spherion 1997 - 1998
Skills
Outlook, Administrative...
Education
Rochester Institute of Technology 1977 — 1979
Monroe Community College 1972 — 1976
Associate's Degree, Business Administration and Management, General
Anthony Persaud's AXA Advisors Experience April 2007 - August 2009
Job VP Premier Relationship Manager
Industry Banking
Experience
HSBC Bank August 2009 - Present
AXA Advisors April 2007 - August 2009
Education
New Jersey City University 2002 — 2007
BS, Finance
HSBC Bank August 2009 - Present
AXA Advisors April 2007 - August 2009
Education
New Jersey City University 2002 — 2007
BS, Finance
Marc Toncre, MS, MBA, EA (Enrolled Agent)'s AXA Advisors Experience June 2004 - August 2005
Job Finance
Industry Financial Services
Experience
Compass Strategies Group, LLC April 2008 - Present
Emerald Financial July 2011 - May 2012
XShares 2007 - 2008
Smith Barney 2005 - 2007
AXA Advisors June 2004 - August 2005
Citi January 1996 - January 2002
Skills
Tax Preparation, Tax Returns, Income Tax, Tax Accounting, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Asset Allocation, Asset Managment, Portfolio Management
Education
New Jersey Institute of Technology 2000 — 2003
MBA, Finance
New Jersey Institute of Technology 1992 — 1999
MS, Management Information Systems (MIS)
University of South Carolina-Columbia 1987 — 1991
B.A., Liberal Arts - Geography
Compass Strategies Group, LLC April 2008 - Present
Emerald Financial July 2011 - May 2012
XShares 2007 - 2008
Smith Barney 2005 - 2007
AXA Advisors June 2004 - August 2005
Citi January 1996 - January 2002
Skills
Tax Preparation, Tax Returns, Income Tax, Tax Accounting, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Asset Allocation, Asset Managment, Portfolio Management
Education
New Jersey Institute of Technology 2000 — 2003
MBA, Finance
New Jersey Institute of Technology 1992 — 1999
MS, Management Information Systems (MIS)
University of South Carolina-Columbia 1987 — 1991
B.A., Liberal Arts - Geography
Rena Larson's AXA Advisors Experience May 2008 - January 2011
Job Business Segment Liason/Executive Assistant to Vice President of Finance at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare May 2011 - Present
AXA Advisors May 2008 - January 2011
NCS July 1978 - April 2008
Skills
Customer Service, Recruiting, Management, Insurance, Project Planning, Salesforce.com, Sales Management, Team Building, Sales, Strategic Planning, Project Management, Marketing, Account Management, Employee Benefits, Event Planning, Team Leadership, New Business Development, Budgets, Process Improvement, Vendor Management, Time Management
Education
Bloomington Lincoln High School 1976 — 1978
Normandale Community College
Business Administration
UnitedHealthcare May 2011 - Present
AXA Advisors May 2008 - January 2011
NCS July 1978 - April 2008
Skills
Customer Service, Recruiting, Management, Insurance, Project Planning, Salesforce.com, Sales Management, Team Building, Sales, Strategic Planning, Project Management, Marketing, Account Management, Employee Benefits, Event Planning, Team Leadership, New Business Development, Budgets, Process Improvement, Vendor Management, Time Management
Education
Bloomington Lincoln High School 1976 — 1978
Normandale Community College
Business Administration
Harun Salaam's AXA Advisors Experience October 2006 - Present
Job Branch Controls Manager
Industry Financial Services
Experience
AXA Advisors October 2006 - Present
Bank of America October 2005 - October 2006
Banc of America Investment Services February 2000 - October 2005
Quick and Reilly February 1998 - February 2000
Fleet Brokerage Securities March 1996 - February 1998
Household Finance February 1995 - March 1996
Americorp Securities September 1993 - January 1995
Skills
Mutual Funds, Portfolio Management, Securities, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Trading, FINRA, Loans, Options, Finance
Education
Montclair State University
AXA Advisors October 2006 - Present
Bank of America October 2005 - October 2006
Banc of America Investment Services February 2000 - October 2005
Quick and Reilly February 1998 - February 2000
Fleet Brokerage Securities March 1996 - February 1998
Household Finance February 1995 - March 1996
Americorp Securities September 1993 - January 1995
Skills
Mutual Funds, Portfolio Management, Securities, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Trading, FINRA, Loans, Options, Finance
Education
Montclair State University
Mildred Espaillat's AXA Advisors Experience August 2002 - August 2003
Job Office Assistant at Latinos Unidos Record Pool
Industry Financial Services
Experience
Walt Disney World August 2014 - November 2014
Latinos Unidos Record Pool January 2011 - August 2014
The Tarpey Group LLC January 2008 - February 2011
International Planning Alliance April 2007 - January 2008
Marchionda & Ferrer, PA August 2003 - April 2007
AXA Advisors August 2002 - August 2003
AXA Equitable April 1998 - October 2001
Skills
Insurance, Employee Benefits, Accounting, Strategic Financial..., Auditing, Finance
Education
New Jersey City University 1991 — 1996
BS, Business Management
Colegio Sagrado Corazon de Jesus 1987 — 1990
Walt Disney World August 2014 - November 2014
Latinos Unidos Record Pool January 2011 - August 2014
The Tarpey Group LLC January 2008 - February 2011
International Planning Alliance April 2007 - January 2008
Marchionda & Ferrer, PA August 2003 - April 2007
AXA Advisors August 2002 - August 2003
AXA Equitable April 1998 - October 2001
Skills
Insurance, Employee Benefits, Accounting, Strategic Financial..., Auditing, Finance
Education
New Jersey City University 1991 — 1996
BS, Business Management
Colegio Sagrado Corazon de Jesus 1987 — 1990
Robert Wheaton's AXA Advisors Experience April 2012 - October 2012
Job Currently seeking employment as a district or regional sales manager
Industry Security and Investigations
Experience
Petrone Associates, Inc., Guardian Life Insurance Company May 2013 - December 2013
New York Life Insurance Company December 2012 - May 2013
AXA Advisors April 2012 - October 2012
Safeguard Technologies, LLC 2009 - 2010
Skills
Sales Management, Sales Presentations, regional management, Life & Health Insurance..., Security Management, Microsoft Office, Office Management, Sales Rep Training, Team Leadership, Sales, Surveillance, Business Development, Leadership, Team Building, Account Management, Training, Sales Process, New Business Development, Recruiting, Lead Generation, Security, Coaching, Protection, Risk Assessment
Education
New England College 1984 — 1986
None, Business Administration and Management, General
Petrone Associates, Inc., Guardian Life Insurance Company May 2013 - December 2013
New York Life Insurance Company December 2012 - May 2013
AXA Advisors April 2012 - October 2012
Safeguard Technologies, LLC 2009 - 2010
Skills
Sales Management, Sales Presentations, regional management, Life & Health Insurance..., Security Management, Microsoft Office, Office Management, Sales Rep Training, Team Leadership, Sales, Surveillance, Business Development, Leadership, Team Building, Account Management, Training, Sales Process, New Business Development, Recruiting, Lead Generation, Security, Coaching, Protection, Risk Assessment
Education
New England College 1984 — 1986
None, Business Administration and Management, General
Jermain Hall's AXA Advisors Experience January 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
G-2 Trading, LLC February 2010 - July 2011
BALYASNY ASSET MANAGEMENT May 2009 - November 2009
LEHMAN BROTHER HOLDINGS / BARCLAYS CAPITAL February 2005 - March 2009
THE DREYFUS CORPORATION April 2000 - February 2005
Skills
Securities, Series 7, Series 63, Retirement, Investment Advisory, Fixed Annuities, Insurance
Education
North Carolina A&T State University 1991 — 1995
Bachelors, Economics
Ahoskie High School
Ahoskie High School
Hertford Counthy High School
AXA Advisors January 2012 - Present
G-2 Trading, LLC February 2010 - July 2011
BALYASNY ASSET MANAGEMENT May 2009 - November 2009
LEHMAN BROTHER HOLDINGS / BARCLAYS CAPITAL February 2005 - March 2009
THE DREYFUS CORPORATION April 2000 - February 2005
Skills
Securities, Series 7, Series 63, Retirement, Investment Advisory, Fixed Annuities, Insurance
Education
North Carolina A&T State University 1991 — 1995
Bachelors, Economics
Ahoskie High School
Ahoskie High School
Hertford Counthy High School
Sal Franco's AXA Advisors Experience August 2015 - Present
Job Registered Broker at AXA Advisors
Industry Insurance
Experience
AXA Advisors August 2015 - Present
M & L Insurance Agency, Inc. January 2013 - Present
SKF Financial January 2011 - Present
IBM 1981 - 1996
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Long-term Care, Strategic Financial..., Series 6, Health Insurance, Underwriting, Wealth Management, New Business Development, Sales Management, Strategic Planning, Customer Service, Direct Sales, Selling, Account Management, Business Strategy, Sales Process, Marketing Strategy, homeowners insurance, auto insurance, Commericial Insurance, Investments, Term Life Insurance, Long Term Care Insurance, Employee Benefits, General Insurance, Financial Planners, Brokers
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), Computer Systems Networking and Telecommunications
New York University 1977 — 1981
Bachelor of Arts (B.A.), Computer Science
AXA Advisors August 2015 - Present
M & L Insurance Agency, Inc. January 2013 - Present
SKF Financial January 2011 - Present
IBM 1981 - 1996
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Long-term Care, Strategic Financial..., Series 6, Health Insurance, Underwriting, Wealth Management, New Business Development, Sales Management, Strategic Planning, Customer Service, Direct Sales, Selling, Account Management, Business Strategy, Sales Process, Marketing Strategy, homeowners insurance, auto insurance, Commericial Insurance, Investments, Term Life Insurance, Long Term Care Insurance, Employee Benefits, General Insurance, Financial Planners, Brokers
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), Computer Systems Networking and Telecommunications
New York University 1977 — 1981
Bachelor of Arts (B.A.), Computer Science
Robert Wheaton's AXA Advisors Experience June 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Security and Investigations
Experience
AXA Advisors June 2012 - Present
Safeguards Technologies, LLC June 2009 - February 2010
adt 2005 - 2009
ADT Security April 2006 - May 2008
Wheaton Resources, Inc. March 1999 - February 2006
Education
New England College 1984 — 1986
business management
AXA Advisors June 2012 - Present
Safeguards Technologies, LLC June 2009 - February 2010
adt 2005 - 2009
ADT Security April 2006 - May 2008
Wheaton Resources, Inc. March 1999 - February 2006
Education
New England College 1984 — 1986
business management
Grace Yuhui Xia's AXA Advisors Experience 2011 - 2012
Job CPA
Industry Accounting
Experience
The Prudential Insurance Company of America 2013 - Present
AXA Advisors 2011 - 2012
Santander Consumer USA ( merged Sovereign Bank) 2009 - 2010
PricewaterhouseCoopers- National Tax 2006 - 2007
University of Texas at Dallas 2005 - 2006
Oracle (prior J.D.Edwards, PeopleSoft) 2003 - 2003
SIEMENS BOSCH HOME APPLIANCE 1999 - 1999
WALSIN FUJIKURA TELECOMMUNICATION 1998 - 1998
Education
University of Arizona 2003 — 2005
Master, Accounting
University of Arizona 2000 — 2002
Master, Management Information Systems
Nanjing University 1989 — 1996
Master & Bachelor of Science, Geography
The Prudential Insurance Company of America 2013 - Present
AXA Advisors 2011 - 2012
Santander Consumer USA ( merged Sovereign Bank) 2009 - 2010
PricewaterhouseCoopers- National Tax 2006 - 2007
University of Texas at Dallas 2005 - 2006
Oracle (prior J.D.Edwards, PeopleSoft) 2003 - 2003
SIEMENS BOSCH HOME APPLIANCE 1999 - 1999
WALSIN FUJIKURA TELECOMMUNICATION 1998 - 1998
Education
University of Arizona 2003 — 2005
Master, Accounting
University of Arizona 2000 — 2002
Master, Management Information Systems
Nanjing University 1989 — 1996
Master & Bachelor of Science, Geography
Emmy Hillegeer's AXA Advisors Experience January 2006 - Present
Job Admin at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2006 - Present
Education
St. John Fisher College 2009 — 2009
Bachelors, Business Management
Monroe Community College 2006 — 2009
Associates, Business Administration
AXA Advisors January 2006 - Present
Education
St. John Fisher College 2009 — 2009
Bachelors, Business Management
Monroe Community College 2006 — 2009
Associates, Business Administration
Yingchu (Mandy) Mao's AXA Advisors Experience October 2014 - December 2014
Job Tax Consultant at Deloitte
Industry Financial Services
Experience
Deloitte June 2015 - Present
AXA Advisors October 2014 - December 2014
PwC July 2014 - August 2014
PwC June 2013 - July 2013
Yongan Futures June 2012 - July 2012
Ping An Bank Co., Ltd. June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, C++, Certified Internal..., Leadership, Teamwork, Time Management, Mind Mapping, Bloomberg Terminal, AutoCAD, Data Analysis, Economics, Financial Analysis, Social Media, Finance, Customer Service, Matlab, Financial Modeling, Statistics, Event Planning
Education
New York University 2013 — 2015
Master's Degree, Economics, 4.0/4.0
The University of British Columbia 2010 — 2013
Bachelor's Degree, Economics, First Class Honour
Wuhan University 2008 — 2010
Editing and Publishing Science, 3.8/4.0
Deloitte June 2015 - Present
AXA Advisors October 2014 - December 2014
PwC July 2014 - August 2014
PwC June 2013 - July 2013
Yongan Futures June 2012 - July 2012
Ping An Bank Co., Ltd. June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, C++, Certified Internal..., Leadership, Teamwork, Time Management, Mind Mapping, Bloomberg Terminal, AutoCAD, Data Analysis, Economics, Financial Analysis, Social Media, Finance, Customer Service, Matlab, Financial Modeling, Statistics, Event Planning
Education
New York University 2013 — 2015
Master's Degree, Economics, 4.0/4.0
The University of British Columbia 2010 — 2013
Bachelor's Degree, Economics, First Class Honour
Wuhan University 2008 — 2010
Editing and Publishing Science, 3.8/4.0
Shawn Jordan's AXA Advisors Experience January 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
Skills
Life Insurance, Health Insurance, Small Business, Investments, Real Estate, Strategic Financial..., 401k, 401k Rollovers, IRAs, Estate Planning, Business Planning, Succession Planning, Qualified Retirement..., Non-Qualified Deferred..., Business Strategy, Individual Pension Plans, Investment Strategies, Profit Sharing, College Education..., Fixed Annuities, Variable Annuities, Long-term Care, Key Person Protection, Business Continuity...
Education
Monroe Community College 2002 — 2004
Accounting
Rush-Henrietta Senior High School 1998 — 2002
NYS Regents Diploma, General Studies, 9-12
AXA Advisors January 2012 - Present
Skills
Life Insurance, Health Insurance, Small Business, Investments, Real Estate, Strategic Financial..., 401k, 401k Rollovers, IRAs, Estate Planning, Business Planning, Succession Planning, Qualified Retirement..., Non-Qualified Deferred..., Business Strategy, Individual Pension Plans, Investment Strategies, Profit Sharing, College Education..., Fixed Annuities, Variable Annuities, Long-term Care, Key Person Protection, Business Continuity...
Education
Monroe Community College 2002 — 2004
Accounting
Rush-Henrietta Senior High School 1998 — 2002
NYS Regents Diploma, General Studies, 9-12
Anusha Reddy's AXA Advisors Experience April 2009 - August 2009
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Mary Shen's AXA Advisors Experience January 2010 - April 2010
Job Student, Johns Hopkins Bloomberg School of Public Health
Industry Research
Experience
Compass Lexecon April 2011 - May 2015
Bureau of Immigrant Workers' Rights, NY State Department of Labor June 2010 - April 2011
AXA Advisors January 2010 - April 2010
National Economic and Social Rights Initiative October 2009 - December 2009
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Public Speaking, Financial Modeling, Event Planning, Community Outreach, Stata
Education
New York University 2007 — 2011
BA, Economics, Public Health
Compass Lexecon April 2011 - May 2015
Bureau of Immigrant Workers' Rights, NY State Department of Labor June 2010 - April 2011
AXA Advisors January 2010 - April 2010
National Economic and Social Rights Initiative October 2009 - December 2009
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Public Speaking, Financial Modeling, Event Planning, Community Outreach, Stata
Education
New York University 2007 — 2011
BA, Economics, Public Health
Sean Rose's AXA Advisors Experience January 2011 - June 2011
Job Paid Search Supervisor at iProspect
Industry Marketing and Advertising
Experience
iProspect May 2015 - Present
iProspect April 2014 - Present
iProspect April 2013 - April 2014
Overdrive Interactive October 2012 - April 2013
Overdrive Interactive January 2012 - October 2012
Clickable September 2011 - December 2011
One to One Connect June 2011 - September 2011
AXA Advisors January 2011 - June 2011
OTOlabs a One to One interactive company June 2010 - January 2011
Skills
SEM, Google Adwords, Google Adwords..., Product Management, PPC, Google Analytics, Web Analytics, Mobile Marketing, Search, Omniture, Market Research, SEO, Digital Strategy, Online Marketing, Digital Marketing, Social Media Marketing
Education
New York University 2008 — 2011
Bachelor of the Arts, Business and Operations Management
Westwood High School 2004 — 2008
iProspect May 2015 - Present
iProspect April 2014 - Present
iProspect April 2013 - April 2014
Overdrive Interactive October 2012 - April 2013
Overdrive Interactive January 2012 - October 2012
Clickable September 2011 - December 2011
One to One Connect June 2011 - September 2011
AXA Advisors January 2011 - June 2011
OTOlabs a One to One interactive company June 2010 - January 2011
Skills
SEM, Google Adwords, Google Adwords..., Product Management, PPC, Google Analytics, Web Analytics, Mobile Marketing, Search, Omniture, Market Research, SEO, Digital Strategy, Online Marketing, Digital Marketing, Social Media Marketing
Education
New York University 2008 — 2011
Bachelor of the Arts, Business and Operations Management
Westwood High School 2004 — 2008
Chao Zhu's AXA Advisors Experience February 2013 - May 2013
Job Graduate Student at New York University
Industry Financial Services
Experience
AXA Advisors February 2013 - May 2013
Fulcrum Securities September 2011 - December 2011
Citi July 2011 - August 2011
Skills
Microsoft Office, Economics, Financial Accounting, Statistics, Econometrics, Market Research
Education
New York University 2013 — 2014
Master of Arts (M.A.), Economics
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ningbo Xiaoshi High School, Zhejiang, China 2002 — 2007
AXA Advisors February 2013 - May 2013
Fulcrum Securities September 2011 - December 2011
Citi July 2011 - August 2011
Skills
Microsoft Office, Economics, Financial Accounting, Statistics, Econometrics, Market Research
Education
New York University 2013 — 2014
Master of Arts (M.A.), Economics
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ningbo Xiaoshi High School, Zhejiang, China 2002 — 2007
Grace Heyaime's AXA Advisors Experience January 2005 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
Inwood - Manhattan Little League Baseball November 2013 - Present
New York Career Institute January 2008 - Present
CIBC Oppenheimer January 2001 - Present
Santoriella and Di Tomaso, LLC January 2010 - January 2011
Chelsea Recreation Center January 2008 - January 2008
UBS Warburg January 2006 - January 2007
AXA Advisors January 2005 - January 2006
PaineWebber/UBS January 2000 - January 2001
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Microsoft Office, Editing, Microsoft Excel, Event Planning, Public Relations, Accounts Payable, Retirement Planning, Strategic Financial..., Software Documentation, Investments, Accounting, Financial Analysis, Strategic Planning, Mutual Funds, Data Entry, Public Speaking, Fundraising
Education
human preservation and development 2014 — 2014
certificate, property management
Lehman College
Bachelor's, Economics/Finance
Grace Institute
Business Administration and Management, General
New York Career Institute
AA, Legal Studies
HPD
Inwood - Manhattan Little League Baseball November 2013 - Present
New York Career Institute January 2008 - Present
CIBC Oppenheimer January 2001 - Present
Santoriella and Di Tomaso, LLC January 2010 - January 2011
Chelsea Recreation Center January 2008 - January 2008
UBS Warburg January 2006 - January 2007
AXA Advisors January 2005 - January 2006
PaineWebber/UBS January 2000 - January 2001
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Microsoft Office, Editing, Microsoft Excel, Event Planning, Public Relations, Accounts Payable, Retirement Planning, Strategic Financial..., Software Documentation, Investments, Accounting, Financial Analysis, Strategic Planning, Mutual Funds, Data Entry, Public Speaking, Fundraising
Education
human preservation and development 2014 — 2014
certificate, property management
Lehman College
Bachelor's, Economics/Finance
Grace Institute
Business Administration and Management, General
New York Career Institute
AA, Legal Studies
HPD
Emilio Rivera's AXA Advisors Experience May 2015 - Present
Job Vice President with AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Santander Consumer USA Inc. November 2012 - March 2015
JPMorgan Chase July 2006 - November 2012
Skills
Finance, Fixed Income, Mutual Funds, Recruiting, Relationship Management, Retail Banking, Sales, Strategy, Wealth Management
Education
NYU 1996 — 2000
Bachelor of Arts, Political Science
AXA Advisors May 2015 - Present
Santander Consumer USA Inc. November 2012 - March 2015
JPMorgan Chase July 2006 - November 2012
Skills
Finance, Fixed Income, Mutual Funds, Recruiting, Relationship Management, Retail Banking, Sales, Strategy, Wealth Management
Education
NYU 1996 — 2000
Bachelor of Arts, Political Science
Hillel Goldman's AXA Advisors Experience April 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
Wells Fargo Advisors April 2007 - January 2011
Skills
Retirement Planning, Strategic Financial..., Financial Services, Retirement Benefits, Financial Modeling, Protection...
Education
University of Baltimore 2002 — 2005
Master of Business Administration (MBA)
Ner Israel Rabbinical College
BTL
Ner Israel Rabbinical College
AXA Advisors April 2011 - Present
Wells Fargo Advisors April 2007 - January 2011
Skills
Retirement Planning, Strategic Financial..., Financial Services, Retirement Benefits, Financial Modeling, Protection...
Education
University of Baltimore 2002 — 2005
Master of Business Administration (MBA)
Ner Israel Rabbinical College
BTL
Ner Israel Rabbinical College
Steven Tenenzapf's AXA Advisors Experience 2011 - Present
Job Financial Consultant at AXA Advisors, Associate of the Business Strategies Group of New Jersey
Industry Financial Services
Experience
AXA Advisors 2011 - Present
Novo Nordisk A/S 2009 - 2011
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Strategic Financial..., College Education..., Estate Planning, Life & Health Insurance..., Life Insurance, Long Term Care Insurance, Customer Service, Business Development, Account Management, Variable Annuities, Mutual Funds, Small Business..., Disability Insurance
Education
Muhlenberg College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
AXA Advisors 2011 - Present
Novo Nordisk A/S 2009 - 2011
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Strategic Financial..., College Education..., Estate Planning, Life & Health Insurance..., Life Insurance, Long Term Care Insurance, Customer Service, Business Development, Account Management, Variable Annuities, Mutual Funds, Small Business..., Disability Insurance
Education
Muhlenberg College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Ryan Malarick's AXA Advisors Experience September 2012 - June 2013
Job Operations Specialist at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC January 2014 - Present
AXA Advisors September 2012 - June 2013
Randstad/Contract at Vanguard 2011 - 2012
Skills
Mutual Funds, Financial Analysis, Professional..., Investments, Retirement Planning, Bloomberg, Microsoft Excel
Education
Muhlenberg College 2007 — 2011
B.A., Economics and Finance
Clearbrook Global Advisors, LLC January 2014 - Present
AXA Advisors September 2012 - June 2013
Randstad/Contract at Vanguard 2011 - 2012
Skills
Mutual Funds, Financial Analysis, Professional..., Investments, Retirement Planning, Bloomberg, Microsoft Excel
Education
Muhlenberg College 2007 — 2011
B.A., Economics and Finance
John (Sungwook) Yoo's AXA Advisors Experience March 2014 - May 2014
Job Student at New York University
Industry Banking
Experience
New York University September 2015 - Present
Bridges Ventures April 2015 - Present
StoneCastle Placement Advisors August 2014 - December 2014
LG Electronics May 2014 - August 2014
Haver Analytics April 2014 - June 2014
AXA Advisors March 2014 - May 2014
Woodstock Financial Group, Inc. January 2014 - March 2014
Remas June 2013 - September 2013
International Alliance Associates Limited August 2013 - August 2013
New York University September 2012 - June 2013
Skills
Social Entrepreneurship, New Venture Development, Strategic Policy..., Mobile Applications, Business Model..., Management, Statistical Software, Financial Modeling, Web Applications, Research, Economics, PowerPoint, Social Finance, Equity Valuation, Quantitative Analytics, Qualitative Research, Investment Banking, Political Economy, Nonprofits, Stata, Econometrics
Education
New York University 2011 — 2016
Bachelor of Arts (B.A.), Major: Economics and Politics Minor: Business
Training the Street
Corporate Valuation, Financial Modeling, Merger Modeling, Financial Analysis
Tenafly High School 2007 — 2011
High School Diploma
New York University September 2015 - Present
Bridges Ventures April 2015 - Present
StoneCastle Placement Advisors August 2014 - December 2014
LG Electronics May 2014 - August 2014
Haver Analytics April 2014 - June 2014
AXA Advisors March 2014 - May 2014
Woodstock Financial Group, Inc. January 2014 - March 2014
Remas June 2013 - September 2013
International Alliance Associates Limited August 2013 - August 2013
New York University September 2012 - June 2013
Skills
Social Entrepreneurship, New Venture Development, Strategic Policy..., Mobile Applications, Business Model..., Management, Statistical Software, Financial Modeling, Web Applications, Research, Economics, PowerPoint, Social Finance, Equity Valuation, Quantitative Analytics, Qualitative Research, Investment Banking, Political Economy, Nonprofits, Stata, Econometrics
Education
New York University 2011 — 2016
Bachelor of Arts (B.A.), Major: Economics and Politics Minor: Business
Training the Street
Corporate Valuation, Financial Modeling, Merger Modeling, Financial Analysis
Tenafly High School 2007 — 2011
High School Diploma
Daniel Mao's AXA Advisors Experience October 2013 - December 2013
Job Student at NYU Stern School of Business
Industry Financial Services
Experience
MealPlan May 2015 - Present
Shoppable® July 2014 - August 2014
NYU Stern School of Business September 2013 - June 2014
AXA Advisors October 2013 - December 2013
NYU Stern School of Business May 2013 - June 2013
Rhub Communications December 2012 - January 2013
Self Study June 2012 - August 2012
Rhub Communications June 2011 - August 2011
Rhub Communications June 2010 - August 2010
Skills
Java, C++, Client prospecting for..., C#, SQL, TCP/UDP/IP, Microsoft SQL Server, Multithreading, NinjaTrader online..., HTML, Microsoft Visual Studio..., Linux Server, HTTP protocols, PayPal libraries, MFC (Microsoft..., Javascript, Algorithms
Education
New York University 2012 — 2016
Double bachelor degrees, Finance and Computer Science, Sophomore
The Harker School
High School Advanced Studies Diploma
MealPlan May 2015 - Present
Shoppable® July 2014 - August 2014
NYU Stern School of Business September 2013 - June 2014
AXA Advisors October 2013 - December 2013
NYU Stern School of Business May 2013 - June 2013
Rhub Communications December 2012 - January 2013
Self Study June 2012 - August 2012
Rhub Communications June 2011 - August 2011
Rhub Communications June 2010 - August 2010
Skills
Java, C++, Client prospecting for..., C#, SQL, TCP/UDP/IP, Microsoft SQL Server, Multithreading, NinjaTrader online..., HTML, Microsoft Visual Studio..., Linux Server, HTTP protocols, PayPal libraries, MFC (Microsoft..., Javascript, Algorithms
Education
New York University 2012 — 2016
Double bachelor degrees, Finance and Computer Science, Sophomore
The Harker School
High School Advanced Studies Diploma
Aman Malhotra's AXA Advisors Experience June 2012 - August 2012
Job Analyst at Towers Watson
Industry Management Consulting
Experience
Towers Watson July 2014 - Present
Goldsmith & Co September 2012 - June 2014
Odyssey Search Partners Inc. October 2013 - December 2013
Private Tennis Coaching April 2009 - August 2013
AXA Advisors June 2012 - August 2012
Princeton Raquet Club August 2006 - September 2008
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Java, Python, Financial Modeling, Financial Analysis, Microsoft Office, Financial Services, Management Consulting, Finance, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BS), Economics and Finance
South Brunswick High School 2006 — 2010
High School Diploma
New York University
New York University
Towers Watson July 2014 - Present
Goldsmith & Co September 2012 - June 2014
Odyssey Search Partners Inc. October 2013 - December 2013
Private Tennis Coaching April 2009 - August 2013
AXA Advisors June 2012 - August 2012
Princeton Raquet Club August 2006 - September 2008
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Java, Python, Financial Modeling, Financial Analysis, Microsoft Office, Financial Services, Management Consulting, Finance, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BS), Economics and Finance
South Brunswick High School 2006 — 2010
High School Diploma
New York University
New York University
Jungsoo (Nick) Lee's AXA Advisors Experience August 2014 - December 2014
Job Associate at Jabez Partners Co., Ltd.
Industry Financial Services
Experience
Jabez Partners Co., Ltd. February 2015 - April 2015
AXA Advisors August 2014 - December 2014
CBOL Corporation June 2011 - August 2011
Shinhan Bank June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Economics, Customer Service, English, Sales
Education
New York University 2008 — 2014
Economics, Bachelor's degree
South Hamilton Regional High School 2006 — 2008
High School
United World College of South East Asia 2001 — 2006
High School
Jabez Partners Co., Ltd. February 2015 - April 2015
AXA Advisors August 2014 - December 2014
CBOL Corporation June 2011 - August 2011
Shinhan Bank June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Economics, Customer Service, English, Sales
Education
New York University 2008 — 2014
Economics, Bachelor's degree
South Hamilton Regional High School 2006 — 2008
High School
United World College of South East Asia 2001 — 2006
High School
Nicholas-John DeMasi's AXA Advisors Experience October 2014 - December 2014
Job Student at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
AXA Advisors October 2014 - December 2014
Skills
Proficiency in..., Microsoft Office, Customer Service, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Public Speaking, Project Management
Education
New York University 2015 — 2019
Business Administration and Management, General
Shenendehowa High School 2011 — 2015
AXA Advisors October 2014 - December 2014
Skills
Proficiency in..., Microsoft Office, Customer Service, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Public Speaking, Project Management
Education
New York University 2015 — 2019
Business Administration and Management, General
Shenendehowa High School 2011 — 2015
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO