AXA Advisors

Industry: Insurance company

Description

AXA 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
Nick Heldreth (512) 763-2076 Nick Heldreth (512) 763-2076 Austin, Texas Details
Nick Heldreth (512) 763-2076's AXA Advisors Experience 2008 - 2009
Job Sales and Marketing Minded Entrepreneur
Industry Marketing and Advertising
Experience
Premier Property Marketing Group (Austin)   April 2014 - Present
Heldreth Enterprises   August 2010 - Present
Oahu Party Bus   February 2012 - April 2013
Bunim Murray Productions  January 2011 - May 2012
Hawaii Escrow and Title   April 2011 - August 2011
AXA Advisors   2008 - 2009
Wholesale Financial Group   2008 - 2009
Cordell Builders   2008 - 2009
Bartell Hotels  2007 - 2008
Lucy's Grill and Bar   2004 - 2006

Skills
Social Media Marketing, Online Marketing, Marketing, Sales, Customer Service, Marketing Strategy, Management, Online Advertising, Real Estate, Social Networking, Entertainment, Event Planning, Event Management, Entrepreneurship, Email Marketing, Investment Properties, Real Estate Transactions, Public Speaking, Advertising Sales, Contract Negotiation, Direct Sales, Sales Operations, Product Marketing, Advertising, Marketing Research, Finance, Hospitality, Real Estate Financing, Direct Marketing, Financial Planning, Entertainment Industry, Corporate Real Estate, Corporate Events, Live Events, Real Estate Economics, Media & Entertainment, Entertainment Booking, Hospitality Industry, Hotels, Real Estate Investment, Real Estate Negotiation, Speaking Engagements, Television Production, Start-ups

Education
University of Hawaii - College of Business Administration   2007 — 2010
BBA, Finance

Northern Arizona University   2006 — 2007
N/A, Construction Management

Kalaheo High School   2001 — 2004

Eric Kaufmann Eric Kaufmann Greater Chicago Area Details
Eric Kaufmann's AXA Advisors Experience June 2009 - August 2009
Job Account Manager at Google
Industry Marketing and Advertising
Experience
Google  April 2014 - Present
Google  September 2012 - March 2014
Motorola Mobility LLC, a Google Company  June 2010 - September 2012
AXA Advisors   June 2009 - August 2009
Smith Barney  May 2008 - July 2008
Highland Park City Hall Finance Department   May 2008 - July 2008
Ameriprise Financial  May 2007 - August 2007
All American Advertising Specialties   May 2004 - July 2007

Skills
Financial Analysis, Corporate Finance, Auditing, Access, Financial Modeling, PowerPoint, Forecasting, Microsoft Excel, Financial Reporting, Accounting, Microsoft Office, Bloomberg, Essbase, Hyperion Enterprise, Analysis, Investments, Excel, Management, Budgets, Hyperion, Budgeting, Digital Marketing, Google Adwords, Google Analytics, Search, PPC

Education
Northwestern University - Kellogg School of Management   2015 — 2018
Master of Business Administration (M.B.A.)

University of Arizona, Eller College of Management   2006 — 2010
Bachelor of Science in Business Administration, Finance

Will Bowers Will Bowers Oklahoma City, Oklahoma Area Details
Will Bowers's AXA Advisors Experience May 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors   May 2015 - Present
Merrill Lynch  2014 - March 2015
US Air Force  2012 - 2014
US Navy  2002 - 2012

Skills
Wealth Management, Insurance Planning, Retirement Planning..., Risk Management, Tax-efficient Investing...

Education
Oklahoma City University   2013 — 2016
Master of Business Administration (M.B.A.)

The Citadel   1998 — 2002
Bachelor of Science (B.S.), Business Administration, 3.44

Anab Abdulahi, MBA, LUTCF Anab Abdulahi, MBA, LUTCF Overland Park, Kansas Details
Anab Abdulahi, MBA, LUTCF's AXA Advisors Experience March 2014 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   March 2014 - Present
Anab's Insurance Agency Inc.   1982 - 2013

Skills
Insurance, Leadership, Public Speaking, Employee Benefits, Life Insurance, Small Business, Term Life Insurance, Strategic Planning, Training, Property & Casualty..., Team Building, Coaching, Disability Insurance, Fixed Annuities, Commercial Insurance, Fundraising, Sales, Retirement Planning, Long-term Care, Financial Services, Health Insurance, Customer Service, Underwriting, Retirement, Investments, Casualty, Workers Compensation, General Insurance, Mentoring, Liability, Umbrella Insurance, Mutual Funds

Education
Northwest Missouri State University   1976 — 1978
MBA, Economics and Marketing Management

Northwest Missouri State University   1974 — 1976
BS, Business Finance

Trevor Heying Trevor Heying Scottsdale, Arizona Details
Trevor Heying's AXA Advisors Experience April 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors   April 2015 - Present
Arizona State Credit Union  August 2014 - April 2015

Skills
Finance, Corporate Finance, Managerial Finance, Management, Microsoft Excel, Microsoft Word, Consumer Products, Sales, Microsoft Office, Financial Analysis, Research, Customer Service

Education
Northern Arizona University   2010 — 2014
Bachelor's degree, Finance, General

Denise Gilmore Denise Gilmore Washington D.C. Metro Area Details
Denise Gilmore's AXA Advisors Experience September 2012 - August 2013
Job Office Manager/Licensing Coordinator at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC  August 2013 - Present
AXA Advisors   September 2012 - August 2013
Saint John Academy   October 2010 - June 2012
Verizon Yellow Pages/Supermedia   May 1997 - June 2010
Hayward’s Restaurant   May 1986 - June 1998

Skills
PowerPoint, Teamwork, Analysis, Data Entry, Office Administration, Microsoft Excel, Microsoft Word, Customer Service, Filing, Invoicing, Administrative..., Negotiation, Payroll, Process Scheduler, Outlook

Education
Northern Virginia Community College   2013 — 2014
Political Science and Government

Northern Virginia Community College   2010 — 2012
Associate of Arts and Sciences (A.A.S.), Paralegal Studies, 3.95

Kevin Kemmerer, CLU Kevin Kemmerer, CLU Kansas City, Missouri Area Details
Kevin Kemmerer, CLU's AXA Advisors Experience 2001 - 2005
Job Associate General Agent / Financial Advisor at Summit Pointe Financial Group
Industry Financial Services
Experience
Summit Pointe Financial Group   June 2010 - Present
HighPointe Financial Group  October 2006 - May 2010
AXA Advisors   2001 - 2005
John Hancock  1991 - 1998
Equitable Life Assurance Society of the United States  March 1981 - August 1991

Skills
Finance, Management, Portfolio Management, Marketing, Strategic Planning, Customer Service

Education
Northwest Missouri State University   1973 — 1977
B.S. Education, Psychology

Lexington High School   1969 — 1973

Timothy Urness Timothy Urness North Aurora, Illinois Details
Timothy Urness's AXA Advisors Experience October 2012 - September 2014
Job Fixed Income Capital Partners
Industry Capital Markets
Experience
Fixed Income Capital Partners   September 2014 - September 2015
AXA Advisors   October 2012 - September 2014
Star European Imports   July 1995 - August 2010
Barron Chase Securities  1994 - 1995

Skills
Project Management, Sales, New Business Development, Team Building, Coaching, Team Leadership, Insurance, Product Development, Strategic Planning, Marketing Strategy, Risk Management, Customer Retention, Direct Marketing, Salesforce, Microsoft Excel, Outlook, Microsoft Word, Cloud Computing, Investments

Education
Northern Illinois University   1985 — 1988
MS, Industrial Management

Foreign Study Program   1983 — 1984
Non-degree program, British Studies Center, Canterbury, England, Univ. of Kent, Christ Church College

Southern Illinois University, Carbondale   1977 — 1981
BA, Physiology

Jacob Hensley Jacob Hensley Phoenix, Arizona Details
Jacob Hensley's AXA Advisors Experience May 2013 - August 2013
Job Textura Corporation
Industry Computer Networking
Experience
Textura Corporation  June 2014 - Present
AXA Advisors   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Investments, Customer Service, Teamwork, Valuation, Leadership, Social Networking, Time Management, Sales, Management

Education
Northern Arizona University   2010 — 2014
Bachelor of Science (BS), Finance, General

Jordan Neft Jordan Neft Evanston, Illinois Details
Jordan Neft's AXA Advisors Experience February 2006 - Present
Job Technical Supervisor/Supervising Technician
Industry Financial Services
Experience
Elmwood Avenue Condo Association   2009 - Present
AXA Advisors   February 2006 - Present
Jordan Neft   2006 - Present

Skills
Retirement Planning, Strategic Financial..., Insurance, Microsoft Excel, Investments, Financial Analysis, Customer Service, Sales, Marketing, Microsoft Office

Education
Northern Arizona University

Zeeshan Salehjee Zeeshan Salehjee Skokie, Illinois Details
Zeeshan Salehjee's AXA Advisors Experience April 2008 - April 2009
Job Infinite Banking, Insurance, Investments, M&A and Business Brokerage to High Net Worth Individuals & Businesses.
Industry Financial Services
Experience
EBIT Associates, Ltd.   January 2014 - Present
World Insurance Group Inc.   April 2009 - Present
AXA Advisors   April 2008 - April 2009
Citi  January 2006 - March 2008

Skills
Social Media, Marketing Strategy, Marketing Communications, Customer Service, Social Media Marketing, Marketing, Public Speaking, Strategic Planning, Team Building, New Business Development, Social Networking, Mergers & Acquisitions, Finance, Insurance, Business Development, Entrepreneurship, Leadership, Strategy, Risk Management, Start-ups, Management

Education
Northeastern Illinois University   2006 — 2007

The Second City
Acting, Act I, Act II and Act III .

University of Calcutta
Commerce Grad., Business

Julianna Flores Julianna Flores Scottsdale, Arizona Details
Julianna Flores's AXA Advisors Experience August 2014 - May 2015
Job Client Services at Grand Canyon Planning Associates
Industry Financial Services
Experience
Grand Canyon Planning Associates   June 2015 - Present
AXA Advisors   August 2014 - May 2015
Sonesta ES Suites  March 2012 - June 2014
Wells Fargo  December 2009 - February 2012

Skills
Finance, Banking, Customer Service, Financial Analysis, Microsoft Excel, Loans, Cash Management, Credit, Financial Services, Risk Management, Salesforce.com, Data Entry, Credit Analysis

Education
Northern Arizona University   2010 — 2014
Bachelor of Science (BS), Finance, General

Douglas Roselieb Douglas Roselieb Greater Chicago Area Details
Douglas Roselieb's AXA Advisors Experience April 1988 - Present
Job Senior Managing Partner at Wells, Roselieb & Raia Wealth Management
Industry Financial Services
Experience
Wells, Roselieb & Raia Wealth Management   January 2004 - Present
AXA Advisors   April 1988 - Present

Skills
Retirement Planning, Wealth Management, Comprehensive Financial..., Financial Planning, Retirement Income..., Charitable Planning, Investment Allocation, Investment Planning, Long Term Care Planning, Estate Planning

Education
Northern Illinois University   1983 — 1987
Bachelor of Science (B.S.), Finance

Downers Grove South High School

Brian Machamer Brian Machamer Norfolk, Virginia Area Details
Brian Machamer's AXA Advisors Experience December 2000 - March 2004
Job A Smarter Way to Invest
Industry Investment Management
Experience
Riverside Investment Partners, Inc.   August 2015 - Present
Machamer Financial, Registered Investment Advisor   September 2009 - August 2015
First Allied Securities  July 2008 - September 2009
Next Financial Group  March 2004 - July 2008
AXA Advisors   December 2000 - March 2004
Merrill Lynch  February 1997 - December 2000
Natural Gas Utilities   June 1984 - January 1997

Skills
Tactical Strategies, Portfolio Management, Investment Advisory, Rollover 401(k), IRAs, Retirement Safety..., Low Risk strategies, Investments, Precious Metals strategy, Managing 401(k) accounts, Low Volatility strategy, Financial Advisory, Investment Strategies, 401k

Education
Old Dominion University   1986 — 1989
MEM, Engineering Management

Old Dominion University   1979 — 1984
BSME, Mechanical Engineering

Joshua R. Hooper Joshua R. Hooper Portland, Oregon Details
Joshua R. Hooper's AXA Advisors Experience August 2014 - July 2015
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors   August 2014 - July 2015
Northwestern Mutual  January 2014 - February 2014
Phi Delta Theta  March 2012 - January 2014
Northwestern Mutual  October 2013 - October 2013

Skills
Wealth Management, Retirement Planning, Client Education, Risk Management, Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Investment Services

Education
Ohio Wesleyan University   2010 — 2014
Bachelor of Arts (BA), Finance Economics

Archbishop Moeller High School   2006 — 2010

Allon Platnico Allon Platnico O Fallon, Missouri Details
Allon Platnico's AXA Advisors Experience July 2007 - August 2008
Job National Marketing Director/Partner at Healthcare Solutions Team
Industry Insurance
Experience
Healthcare Solutions Team  September 2011 - Present
Vitco   August 2008 - August 2011
AXA Advisors   July 2007 - August 2008
Northwestern Mutual  September 2005 - June 2007
WACHOVIA SECURITIES  May 2004 - December 2004
PROMEDIA CONCEPTS   November 2003 - April 2004

Skills
Management, Sales, Marketing, Investments, CRM, Insurance, New Business Development, Finance, Real Estate, Portfolio Management, Analysis

Education
Pace University   2000 — 2004
BACHELOR, BUSINESS ADMINISTRATION; Finance

Ladue Highschool   1996 — 1999

Troy (TJ) Pond Troy (TJ) Pond Gilbert, Arizona Details
Troy (TJ) Pond's AXA Advisors Experience February 2014 - December 2014
Job Financial Advisor/Financial Services Representative
Industry Financial Services
Experience
Cook Financial Group, an Office of MetLife   April 2015 - Present
MetLife Premier Client Group  January 2015 - Present
AXA Advisors   February 2014 - December 2014
W. L. Gore & Associates   September 2009 - October 2011
Subway  May 2004 - June 2007

Skills
Business Succession..., Analysis, Insurance, Finance, Budgets

Education
Northern Arizona University   2009 — 2013
Bachelor of Science (BS), Accounting and Finance

Richard Gianni Richard Gianni Cincinnati, Ohio Details
Richard Gianni's AXA Advisors Experience September 2000 - Present
Job Director at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2000 - Present

Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial..., Asset Management, Portfolio Management, Financial Services, Investment Advisory, Risk Management, Asset Allocation, Financial Analysis, Estate Planning

Education
Ohio University   1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance

Jeffrey Roe Jeffrey Roe Greater Detroit Area Details
Jeffrey Roe's AXA Advisors Experience January 2006 - July 2008
Job Wealth Advisor at CIA Financial Group
Industry Financial Services
Experience
CIA Financial Group  July 2008 - Present
AXA Advisors   January 2006 - July 2008
Republic Bank, Inc   August 2005 - December 2005
Menards, Inc  August 2002 - May 2005

Education
Northern Michigan University   2001 — 2005
Bachelors, Finance

Oxford High School   1997 — 2001

Armando Merino Armando Merino Poughkeepsie, New York Details
Armando Merino's AXA Advisors Experience October 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors   October 2009 - Present
HSBC  June 2007 - April 2009

Education
Oral Roberts University
Bachelor's degree, Cum Laude

William Douthit William Douthit Greater Denver Area Details
William Douthit's AXA Advisors Experience April 2010 - July 2011
Job Financial Analyst at Comcast Cable
Industry Market Research
Experience
Comcast Cable  April 2015 - Present
Dish Network  February 2014 - April 2015
Dish Network  August 2012 - January 2014
Eagle Heights Baptist Church   January 2012 - June 2012
Oklahoma State University  January 2012 - May 2012
THE LEE COMPANY (JG INDUSTRIES)   January 2012 - May 2012
Great Plains Coca-Cola  September 2011 - May 2012
AXA Advisors   April 2010 - July 2011
THE LEE COMPANY (JG INDUSTRIES)   July 2008 - July 2010

Skills
Microsoft Office, Series 7, Series 66, Stata, Microsoft Excel, Investments, Financial Analysis, Economics, Data Analysis, Forecasting, PowerPoint, Analysis, Business Planning, Finance, Bloomberg Terminal, Sales, Strategic Financial..., Microsoft Word, Budgets, Access, Customer Service, Research, Strategic Planning, Quantitative Analytics, Leadership, Management

Education
Oklahoma State University   2009 — 2012
Master of Science (M.S.), Economics

Oklahoma State University   2005 — 2008
Bachelor of Science (B.S.), Economics

Steven Clisch Steven Clisch Dewitt, Michigan Details
Steven Clisch's AXA Advisors Experience May 2009 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors   May 2009 - Present

Education
Northwood University - Richard DeVos Graduate School of Management   1995 — 1998
MBA, Management

Justin Hardee Justin Hardee Greenville, North Carolina Area Details
Justin Hardee's AXA Advisors Experience 2010 - March 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
AXA Advisors   2010 - March 2014

Skills
Wealth Management, Investment Advisory, Strategic Planning, Financial Analysis, Series 7, Series 63, Series 65, IRAs, Life Insurance, Asset Allocation, Retirement Planning, 529 Plans, Mutual Funds, ETFs, Risk Management, Mortgage Lending, Roth IRA, Wealth Accumulation

Education
North Carolina State University   2004 — 2008
Bachelor's Degree, Business Administration with concentration in Marketing, Cum Laude

J.H. Rose High School   2000 — 2004

Larry Adams II Larry Adams II Raleigh, North Carolina Details
Larry Adams II's AXA Advisors Experience May 2011 - February 2012
Job Consumer Loan Underwriter I at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage  February 2012 - Present
AXA Advisors   May 2011 - February 2012

Skills
Series 7, Series 63, Life and Health..., CFA level 1

Education
North Carolina State University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5

University of North Carolina at Pembroke   2007 — 2009
3.7

Dwayne O'Rear Dwayne O'Rear Charlotte, North Carolina Details
Dwayne O'Rear's AXA Advisors Experience November 2012 - April 2013
Job Operations Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  January 2015 - Present
Dick's Sporting Goods  November 2012 - December 2014
North Carolina State University  August 2010 - May 2014
North Carolina State University  August 2011 - May 2013
AXA Advisors   November 2012 - April 2013
North Carolina State University  August 2011 - August 2012
North Carolina State University Housing  August 2011 - July 2012
Harris Teeter  June 2009 - January 2012

Skills
Mac OS, Windows, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Microsoft Online, Google Docs, Google Maps, Google Mail, Typing, Target Shooting, Guns, Jiu-Jitsu, MMA, Professional Organizing, Group Decision Making, Teamwork, Team Leadership, PowerPoint, Outlook, Community Outreach, Event Planning, Access, Social Networking, Gmail, Research, Data Entry, Fundraising, Public Speaking, SPSS, Microsoft Office, Customer Service, Leadership

Education
North Carolina State University   2010 — 2014
Bachelor of Science (B.S.) Business Administration, Finance

Andrew Tuell Andrew Tuell Scottsdale, Arizona Details
Andrew Tuell's AXA Advisors Experience March 2010 - November 2014
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  November 2014 - Present
AXA Advisors   March 2010 - November 2014
Vanguard  May 2007 - March 2010

Skills
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement Planning, Retirement Savings, Retirement Benefits, Health Insurance, Long Term Care Insurance, Asset Managment, Estate Planning, Finance, Insurance, 401k, Securities

Education
Northern Arizona University-The W. A. Franke College of Business   2005 — 2007
Finance/Marketing, Finance/Marketing

Tucson High School   1996 — 2000

Alexis Tsamados Alexis Tsamados Greater Chicago Area Details
Alexis Tsamados's AXA Advisors Experience May 1997 - Present
Job Partner of The Business Strategies Group of Illinois
Industry Financial Services
Experience
The Business Strategies Group of Illinois, a division of AXA Advisors, LLC   May 1997 - Present
AXA Advisors   May 1997 - Present

Education
Wharton School, University of Pennsylvania   2007 — 2007
Retirement Planning Specialist

Northeastern Illinois University   1980 — 1983
Business Administration and Management

Alberto Cristancho, MBA Alberto Cristancho, MBA Miami/Fort Lauderdale Area Details
Alberto Cristancho, MBA's AXA Advisors Experience March 2014 - February 2015
Job Principal / Financial Professional at Cristancho and Associates Financial Group LLC
Industry Financial Services
Experience
Cristancho and Associates Financial Group, LLC   April 2015 - Present
Transamerica Financial Advisors, Inc.   February 2015 - April 2015
AXA Advisors   March 2014 - February 2015
Valic Financial Advisors  May 2013 - March 2014
JPMorgan Chase  July 2011 - April 2013
Adjunct - UNAD of Florida & UNILATINA International College and Other Training Organizations   January 2006 - July 2011
Various Companies  May 1994 - June 2011
American Express  July 1994 - November 2005
Wild Card Systems   February 2002 - April 2002

Education
University of Phoenix   2001 — 2005
M.B.A., Global Management

Nova Southeastern University   1995 — 2000
B.S., Professional Management

James R. Leto James R. Leto Albany, New York Area Details
James R. Leto's AXA Advisors Experience September 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2014 - Present
James Leto Inc.   January 2001 - May 2014
TMR Orthotic & Prosthetic Services Inc.   May 1992 - December 2000

Skills
Customer Service, Business Strategy, Interim Management, Social Media Marketing, Wellness, Management, Management Consulting, Project Management, Change Management, Personal Development, Nutrition, Public Relations, Healthcare, Strategic Planning, Coaching

Education
Northwestern University

State University of New York at Albany

Paul Southard Paul Southard East Islip, New York Details
Paul Southard's AXA Advisors Experience 1984 - Present
Job Retirement Benefits Specialist Tax Sheltered Plans – AXA Advisors, LLC and President of Southard Financial Group
Industry Financial Services
Experience
AXA Advisors   1984 - Present
Southard General Group Inc   1984 - Present

Skills
Financial Planning, Estate Planning, Retirement Planning, Life Insurance Programs, Life Insurance Needs..., Wealth Accumulation..., Wealth Preservation..., Wealth Distribution..., Long Term Care Programs, Disability Income..., Asset Allocation

Education
Northeastern University
Bachelor of Business Administration (BBA), Finance and Insurance

Walter Marney Walter Marney Tulsa, Oklahoma Details
Walter Marney's AXA Advisors Experience December 2013 - October 2014
Job Real Estate Investor
Industry Financial Services
Experience
Real Estate Investor  October 2014 - Present
AXA Advisors   December 2013 - October 2014
Merrill Lynch  March 2012 - December 2013
DynTek  June 2009 - March 2012
Bank of America  January 2004 - April 2009
Wells Fargo Home Mortgage  July 2002 - January 2004

Skills
Wealth Accumulation..., Wealth Management..., Estate Planning...

Education
Oklahoma State University   1985 — 1989
BS, Business Administration

Francis M. Vitale Francis M. Vitale Willoughby, Ohio Details
Francis M. Vitale's AXA Advisors Experience March 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   March 2012 - Present
Ohio Treasury Department   September 2011 - December 2011
Wells Fargo Advisors  May 2011 - August 2011
Ohio Treasurer Josh Mendel's Office   January 2011 - May 2011

Skills
Wealth Management, Financial Planning, Investment Services, Investment Planning, Financial Services, Insurance Planning, Long-Term Care Planning..., Retirement Planning, Education Planning..., Risk Management, Wealth Preservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...

Education
Ohio Wesleyan University   2008 — 2012
BA, Economics and Accounting

St. Ignatius High School   2004 — 2008

James J. Bertucci, CFP® James J. Bertucci, CFP® Greater Chicago Area Details
James J. Bertucci, CFP®'s AXA Advisors Experience March 1988 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors   March 1988 - Present

Education
Northern Illinois University   1979 — 1982
BS, Business Management

University of Pennsylvania - The Wharton School
Certificate, Wharton Retirement Planning Program

Monserrat Randolph Monserrat Randolph Oklahoma City, Oklahoma Details
Monserrat Randolph's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Education Management
Experience
AXA Advisors   September 2014 - Present
Putnam City Schools  August 2012 - Present

Education
University of Oklahoma   2006 — 2008
Bachelor of Business Administration (B.B.A.), International Business and Supply Chain Management

Oklahoma City Community College   2008 — 2009
Associate of Arts (A.A.), Visual Arts

Oklahoma City Community College   2003 — 2006
Associate of Science (A.S.), Business Administration and Management, General

Joshua Bruton Joshua Bruton Dallas/Fort Worth Area Details
Joshua Bruton's AXA Advisors Experience January 2009 - July 2009
Job Co Founder, President, Consultant at LitPath, Inc.
Industry Banking
Experience
United Texas Bank  May 2012 - January 2015
Collin Bank  October 2009 - June 2012
AXA Advisors   January 2009 - July 2009
Republic Title  May 2003 - July 2007

Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Due Diligence, Banking, Strategic Financial..., Risk Management, Portfolio Management, Credit Analysis, Investments, Financial Risk, Mortgage Lending, Forecasting, Credit Risk, Treasury Management, Cash Management, Asset Management, Financial Reporting, Budgets, Business Planning, Strategic Planning, Managerial Finance, Valuation, Underwriting, SEC filings, Sarbanes-Oxley Act, Mergers, Financial Accounting, Internal Controls, Business Strategy, Real Estate, Commercial Lending, Capital Markets, Business Valuation, GAAP, Internal Audit, Restructuring, Auditing, Wealth Management, Process Improvement, Start-ups, Tax, Financial Services, Loans, Credit, Corporate Finance, Commercial Banking, Small Business Lending, Executive Management

Education
Southwestern Graduate School of Banking at Southern Methodist University   2014 — 2016
Banking

Oklahoma State University   2003 — 2008
Bachelor of Science (B.S.), Accounting & Finance

Mark Marzullo Mark Marzullo Syracuse, New York Area Details
Mark Marzullo's AXA Advisors Experience June 2013 - August 2013
Job Student Intern at Northern District of New York Federal Court
Industry Judiciary
Experience
U.S. District Court   September 2014 - Present
Alex's on the Water   February 2014 - Present
AXA Advisors   June 2013 - August 2013
Spera's   January 2010 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Strategic Planning, Negotiation, Editing, Social Media, Teamwork, Time Management, Flexibility

Education
State University of New York College at Oswego   2011 — 2014
Bachelor of Arts (B.A.), Public Justice and Political Science, 3.0

Onondaga Community College   2010 — 2011
Criminal Justice/Law Enforcement Administration

Joseph Maugeri CFP(R) Joseph Maugeri CFP(R) Greater Philadelphia Area Details
Joseph Maugeri CFP(R)'s AXA Advisors Experience June 1989 - October 2002
Job Managing Director, Marketing and Corporate Relations at CFP Board
Industry Financial Services
Experience
CFP Board  May 2014 - Present
CFP Board  March 2011 - May 2014
Merrill Lynch  November 2007 - March 2011
SEI Investments  October 2002 - November 2007
AXA Advisors   June 1989 - October 2002

Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning

Education
Temple University   1978 — 1982
BA, History

Northeastern University
Master of Science, Leadership Studies

Susanne Serna, CFP® Susanne Serna, CFP® San Antonio, Texas Details
Susanne Serna, CFP®'s AXA Advisors Experience 1998 - 2002
Job Senior Financial Consultant at Security Service Investment Group
Industry Financial Services
Experience
Security Service Investment Group   December 2002 - Present
AXA Advisors   1998 - 2002

Skills
Investments, Securities, Series 7, Strategic Financial..., Retirement Planning, Certified Financial..., Financial Planning

Education
Our Lady of the Lake University   1991 — 1993
MBA, International Finance

The University of Texas at San Antonio   1980 — 1983
BBA, Management / Marketing

Rachel Cano Rachel Cano San Antonio, Texas Area Details
Rachel Cano's AXA Advisors Experience February 2010 - January 2011
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2012 - Present
Darden Restaurants  August 2011 - May 2012
Amorcito's Cocina y Cantina   June 2008 - June 2011
AXA Advisors   February 2010 - January 2011

Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Customer Service, Public Speaking, Meet Deadlines, Multi Tasking, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Negotiation, Networking, Social Networking, Analyze Problems, Teaching, Problem Solving, Marketing, Sales, Management, Fundraising, Finance, Time Management, Outlook, Social Media, Data Entry, Research, Event Management, Real Estate, Microsoft Excel, Microsoft Word

Education
The University of Texas at San Antonio   2011 — 2014
Bachelors, Real Estate Finance and Development

Northwest Vista College   2009 — 2011
Associate's degree, Business Administration

Benjamin Berkowitz Benjamin Berkowitz Greater New York City Area Details
Benjamin Berkowitz's AXA Advisors Experience June 2013 - August 2013
Job Credit Analyst at City Line Distributors
Industry Food & Beverages
Experience
City Line Distributors  October 2014 - Present
AXA Advisors   June 2013 - August 2013
Southport Station Financial Mangement, LLC   May 2012 - June 2012
Trumbull Racquet Club   June 2011 - August 2011
Duchess Restaurants   June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teaching, Marketing, Market Research, Research, Tennis, Social Networking, Event Planning

Education
Muhlenberg College   2010 — 2014
BA in Business Administration, Marketing and Management

Northeastern University
Post-Baccalaureate certificate program, Accounting

Darlene Van Beek, CFP®, QPA,RFC Darlene Van Beek, CFP®, QPA,RFC Greater Atlanta Area Details
Darlene Van Beek, CFP®, QPA,RFC's AXA Advisors Experience 2014 - 2015
Job Financial Consultant/Retirement Planning Advisor
Industry Financial Services
Experience
Advisor  2015 - Present
AXA Advisors   2014 - 2015
Edward Jones  2013 - 2014
Financial Planning Association of Georgia   2007 - 2013
SunTrust Bank  1990 - 2013
Howard Simon & Associates   1985 - 1989
New England Life  1982 - 1985

Education
Northwestern University
B.A., Economics/Political Science

James Magnuson James Magnuson Greater Minneapolis-St. Paul Area Details
James Magnuson's AXA Advisors Experience January 2009 - March 2010
Job Senior Regional Sales Consultant at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group  October 2012 - Present
DMG Financial Group   March 2010 - October 2012
AXA Advisors   January 2009 - March 2010
Fidelity Investments  June 2006 - December 2006

Skills
401k, Securities, Series 7, Insurance, Wealth Management..., Investments, Retirement Planning, Retirement, Time Management, Small Business, Disability Insurance, Financial Services, Long-term Care, Financial Analysis, Mutual Funds, Strategic Financial..., Sales, Estate Planning, Life Insurance, Analysis, Finance, Coaching, Research, Fixed Annuities, Wealth Management, Nonprofits, Uniform Combined State...

Education
Northeastern University   2003 — 2008
Business Administration, Finance & Entrepreneurship

Michael Thoen Michael Thoen Portland, Oregon Area Details
Michael Thoen's AXA Advisors Experience January 2009 - July 2009
Job Sales Representative at Anctil Heating and Cooling
Industry Construction
Experience
Anctil Heating and Cooling   January 2015 - Present
Oregon National Guard  November 2010 - Present
AAA Heating and Cooling   November 2011 - June 2014
Pacific Benefits   July 2010 - October 2010
HSBC Card Services  July 2009 - July 2010
Axa Advisors   January 2009 - July 2009
System Pavers  July 2008 - October 2008
Cartwright Termite & Pest Control Inc   November 2005 - June 2008
Terminix International  July 2003 - November 2005
Sharp Electronics Co., Image Com Office Equipment   July 2001 - July 2003

Skills
Indoor Air Quality..., Project Coordination, Sales Process, Going Green, Energy Efficiency, Marketing Strategy, Energy, Green Building, Sustainability, Heating, Environmental, B2B, B2C, HVAC, Sales Management, Training, Listening to customers, Home Comfort Design, Sales

Education
University of Arizona   1991 — 1997
Bachelors Degree, Mexican-American Studies

Northern Arizona University   1990 — 1991
Business

Viktoria Bunkovsky, MBA Viktoria Bunkovsky, MBA Greater New York City Area Details
Viktoria Bunkovsky, MBA's AXA Advisors Experience May 2006 - August 2011
Job Financial Services
Industry Financial Services
Experience
AXA Equitable  May 2012 - Present
New York Life Insurance Company  December 2011 - May 2012
AXA Advisors   May 2006 - August 2011
Merrill Lynch  May 2004 - August 2004

Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66

Education
Nova Southeastern University   2008 — 2010
MBA

University of Tampa   2002 — 2005
Bachelor's of Science, Marketing

Scott McGee, MBA Scott McGee, MBA Orlando, Florida Details
Scott McGee, MBA's AXA Advisors Experience June 2004 - May 2006
Job Associate Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group  June 2014 - Present
Principal Financial Group  May 2006 - May 2014
AXA Advisors   June 2004 - May 2006

Skills
Series 7, Executive Pay, Defined Contribution, Investments, Defined Benefit, Management, Team Leadership, Leadership, Sales, Insurance, Portfolio Management, Non-Qualified Deferred..., Relationship Management, Retirement, Retirement Planning

Education
North Carolina State University   2010 — 2012
MBA, Marketing

University of North Carolina at Chapel Hill   1997 — 2001
Bachelor of Arts, Management and Society

Deb Dubberstein~Ford, ALMI, ACS Deb Dubberstein~Ford, ALMI, ACS Dallas/Fort Worth Area Details
Deb Dubberstein~Ford, ALMI, ACS's AXA Advisors Experience July 1994 - October 1995
Job MANAGER, INVESTMENT SALES & MARKETING SUPPORT
Industry Financial Services
Experience
AXA Advisors, LLC  September 2014 - Present
AXA US  January 2007 - September 2014
AXA Equitable  January 2002 - December 2006
AXA Equitable  October 1998 - January 2002
AXA Equitable  October 1995 - October 1998
AXA Advisors   July 1994 - October 1995
Mid Continent Life   1989 - 1992

Skills
Salesforce.com, Strategy, Leadership, Insurance, Strategic Planning, Management, Financial Services, Training, Strategic Financial..., Project Management, Change Management, System Administration, Performance Management, Compliance, Risk Management, Human Resources, Program Management, Recruiting, Operations Management, Employee Benefits, Administration, Finance, Investments, New Business Development, Policy

Education
Oklahoma State University   1994 — 2000
Business and Computer Information Systems

FINRA S7, S24,
S7, S24

LOMA - ALMI
Associate, Life Management Institute

LOMA - Life Office Management
Associate, Customer Service, ACS, Life Operations

Pallavi Shirke Pallavi Shirke Greater Atlanta Area Details
Pallavi Shirke's AXA Advisors Experience April 2003 - April 2004
Job Agency Owner at Allstate
Industry Financial Services
Experience
Allstate  November 2011 - Present
InfoSmart Technologies,Inc.   2011 - 2013
H&R Block/ Ameriprise Financial   November 2008 - November 2011
BB&T  November 2007 - November 2008
Bank of America  2004 - 2006
AXA Advisors   April 2003 - April 2004

Skills
Investments, Retirement Planning, Financial Analysis, Retirement, Insurance, Financial Planners, Risk Management, Portfolio Management, Securities, Life Insurance, Finance, Tax, Mutual Funds, Small Business, Fixed Annuities, Financial Planning

Education
Oglethorpe University   2001 — 2003
Certification, Financial Planner

University of Pune   1995 — 1997
MBA, Finance

Infosmart Tech

Raquel Hickey Raquel Hickey Miami/Fort Lauderdale Area Details
Raquel Hickey's AXA Advisors Experience October 1998 - March 2003
Job at City National Bank
Industry Banking
Experience
City National Bank  April 2012 - Present
South Miami Rotary Club   March 1998 - Present
Coconut Grove Bank  August 2008 - April 2012
Coral Gables Chamber of Commerce  January 1991 - August 2011
BankUnited FSB  April 2004 - July 2008
Citrus Bank   March 2003 - March 2004
AXA Advisors   October 1998 - March 2003
Republic National Bank  March 1993 - September 1998
Republic National Bank  1993 - 1998

Skills
Loans, Commercial Lending, Cash Management, Consumer Lending, Banking, Financial Services, Commercial Banking, Branch Banking, Portfolio Management, Management, Insurance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Private Banking, Risk Management, Leadership, Strategic Financial..., Real Estate, Business Development, AML, Asset Based Lending, Treasury Management, Social Media Marketing, Asset Management, Financial Institutions, Loan Origination, Asset Managment, Small Business, Non-profit Leadership, Non-profit Volunteering, Residential Mortgages

Education
Nova Southeastern University   1989 — 1991
MBA, Banking

The College of New Jersey   1978 — 1982
BA, Art Therapy and Psychology

Natasha Verbsky Natasha Verbsky Dallas/Fort Worth Area Details
Natasha Verbsky's AXA Advisors Experience June 1999 - March 2009
Job Financial Advisor, Partner Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors - Dallas, TX Metroplex   March 2009 - Present
AXA Advisors   June 1999 - March 2009

Skills
Asset Managment, Portfolio Management, Financial Services, Financial Goals, Investment Advisory, Risk Management, Investment Strategies, Wealth Accumulation, Variable Annuities, Roth IRA, Qualified Retirement..., Long Term Care Insurance, Retirement Plan..., Finance, Strategic Planning, Financial Modeling, Hold Series 7, Hold Series 66, Comprehensive Financial..., Variable Products, Permanent Life Insurance, Traditional IRA, SEP IRA, Key Person Protection, Tax Free Income, Wealth Preservation..., Wealth Accumulation..., Guaranteed Lifetime..., College Savings Plans, Asset Management

Education
Oral Roberts University   1989 — 1993

Victory Christian   1985 — 1989

McKinney Christian Academy

St. Edward's University
Business, Business

Renae' L. Turnbaugh Renae' L. Turnbaugh Houston, Texas Area Details
Renae' L. Turnbaugh's AXA Advisors Experience June 1999 - May 2005
Job New Construction & Multifamily Business Development Manager at Rheem Manufacturing
Industry Marketing and Advertising
Experience
Rheem Manufacturing  August 2013 - Present
Rheem Manufacturing  January 2010 - August 2013
Rheem Manufacturing  December 2009 - December 2010
Johnson Controls  April 2007 - June 2009
Johnson Controls  April 2007 - June 2009
York International  2005 - 2009
AXA Advisors   June 1999 - May 2005

Skills
Event Planning, P&L Management, Budgeting, Media Buying, HVAC, Sales Management, New Business Development, Customer Relations, Account Management, Problem Solving, Negotiation, PowerPoint, Product Marketing, Public Relations, Online Marketing, Microsoft Office, Marketing Communications, Marketing Management, Word, Market Planning, Energy Efficiency, Market Research, Forecasting, Excel, Social Media, Manufacturing, Advertising, Event Management, Microsoft Excel, Budgets, Channel Partners, Team Leadership, Sales, Direct Sales, Microsoft Word, Product Management, Business Development, Trade Shows, Retail, Marketing, Key Account Management, Sales Operations, Strategy, B2B, Management, Market Analysis, Product Launch, Training, Leadership, Program Management

Education
Oklahoma State University   1987 — 2001
BS in Journalism - Public Relations Degree, Public Relations & Marketing

Oklahoma City University

Diallo West Diallo West Dallas/Fort Worth Area Details
Diallo West's AXA Advisors Experience August 2007 - June 2009
Job Vice President of Sales at Patent Energy
Industry Financial Services
Experience
Patent Energy   April 2013 - Present
USAA  July 2011 - April 2013
J.P. Morgan   June 2009 - July 2011
AXA Advisors   August 2007 - June 2009
CSA  March 2006 - May 2007
Wells Fargo  June 2005 - March 2006

Skills
Finance, Risk Management, Human Resources

Education
Southern Nazarene University   2003 — 2005
Bachelor of Arts, Finance

Northwest College   2001 — 2003
Associate of Arts, General

Brent Terrell Brent Terrell Oklahoma City, Oklahoma Area Details
Brent Terrell's AXA Advisors Experience October 2010 - Present
Job Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   October 2010 - Present
Arvest Bank  September 2008 - October 2010
UBS  August 2006 - September 2008

Skills
Operations Management, Employee Training, Wealth Management, Supervision, Business Development, FX Trading

Education
Oklahoma Baptist University   2000 — 2005
Finance, General

Kellie Stanton Baker Kellie Stanton Baker Raleigh-Durham, North Carolina Area Details
Kellie Stanton Baker's AXA Advisors Experience January 2010 - April 2011
Job Associate, Client Services at TriMark Digital
Industry Marketing and Advertising
Experience
TriMark Digital  March 2014 - Present
Swagger Gifts  June 2011 - March 2014
Swagger Gifts  May 2009 - May 2011
AXA Advisors   January 2010 - April 2011
TransPerfect Translations  December 2008 - January 2009

Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Merchandising, Facebook, Customer Service, Retail, Sales

Education
North Carolina State University   2007 — 2011
Bachelor of Business Administration (BBA), Finance and Accounting

Amanda Lyons Amanda Lyons Akron, Ohio Details
Amanda Lyons's AXA Advisors Experience October 2012 - January 2015
Job Financial Planning Analyst at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors  August 2015 - Present
Alliance Financial Services, Inc.   January 2015 - July 2015
AXA Advisors   October 2012 - January 2015
Huntington Investment Company  March 2011 - September 2012
Huntington National Bank  October 2009 - February 2011
Ameriprise Financial Services, Inc.   October 2008 - March 2009

Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance

Education
Ohio University   2004 — 2008
BBA, Finance, Business Economics

Newcomerstown High School   2000 — 2004

Bruce Mitten Bruce Mitten Madison, Wisconsin Area Details
Bruce Mitten's AXA Advisors Experience June 1993 - January 2003
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services  January 2003 - Present
AXA Advisors   June 1993 - January 2003
Triune Steel Erectors, Inc.   January 1989 - June 1993
Bank One Trust Company, N.A.   November 1977 - January 1989
Swaim, Zimmerly & Swaim   August 1976 - November 1977

Education
University of Illinois College of Law   1973 — 1976
J.D.

Olivet Nazarene University   1970 — 1973
B.A., Magna Cum Laude

David J. Gardiner David J. Gardiner Bloomfield Hills, Michigan Details
David J. Gardiner's AXA Advisors Experience January 2011 - February 2012
Job Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2014 - Present
Merrill Lynch  February 2012 - Present
Merrill Lynch  April 2012 - June 2014
AXA Advisors   January 2011 - February 2012
AXA Advisors   May 2009 - February 2012
Northwood University  September 2005 - May 2009
Wolverine Bank  April 2007 - May 2008

Education
Northwood University   2005 — 2009
BBA, Banking, Finance and Economics

PAPI   2013 — 2014
Philanthropy

John Digiose John Digiose Greater New York City Area Details
John Digiose's AXA Advisors Experience December 2012 - August 2014
Job Trader
Industry Capital Markets
Experience
AXA Advisors   December 2012 - August 2014
Avatar Securities, LLC  October 2011 - April 2012
Treehouse Partners Inc.   January 2011 - June 2011
J.D. Group & Associates Inc.   January 2006 - December 2008
Custom Capital Corp.   October 2007 - March 2008
Aapex Wholesale Mortgage   November 2005 - October 2007
Coastal Capital Corp   September 2003 - October 2005
Sherwood Securities Corp.   June 1998 - June 2000

Skills
Equities, Trading, Bloomberg, Equity Trading, Lightspeed, Financial Markets, Trading Strategies, Market Making, STERLING TRADER PRO, THINK OR SWIM, Trade architect, TD Ameritrade, meta trader 4, MBT DESKTOP PRO, Securities, Risk Management, Traders, Stocks, Electronic Trading, Options, Hedge Funds, Derivatives, Technical Analysis, ETFs, High Frequency Trading, Commodity, Equity Research, FX trading, Desktop Computers, Index Options, Series 7

Education
University of Miami   2000 — 2001
Finance and Financial Management Services

Northeastern University   1998 — 2000
Finance, General

Connetquot High School   1995 — 1998
Regents Diploma

Daniel Dales Daniel Dales Tucson, Arizona Area Details
Daniel Dales's AXA Advisors Experience June 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   June 2008 - Present
Wells Fargo Financial  January 2008 - June 2008
Lincoln Financial Group  June 2007 - January 2008

Skills
Retirement Planning, Retirement, Portfolio Management, Asset Managment, Financial Advisory, Finance, Financial Planners, Investments

Education
Nottingham Trent University   2004 — 2007
Ba Hons, Business & Financial Services

Sir Thomas Rich's   1997 — 2004

Dustin Rue Dustin Rue Portland, Oregon Details
Dustin Rue's AXA Advisors Experience March 2011 - December 2011
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  April 2013 - Present
JPMorgan Chase  December 2011 - April 2013
AXA Advisors   March 2011 - December 2011
Merrill Lynch  September 2009 - February 2011
Morgan Stanley  June 2008 - September 2009

Skills
Financial Advisory, Financial Analysis, Banking, Marketing Strategy, Strategic Financial..., Investment Management, Finance, Financial Planning, Financial Services, Investment Properties, Investments, Loans, Marketing, Real Estate, Retirement Planning, Sales, Strategic Planning, Wealth Management

Education
Oregon State University   2001 — 2004
Bachelor of Science, Psychology

University of Oregon   2000 — 2001
Bachelor of Sciene, Psychology

West Linn High School   1996 — 2000
Diploma

Devin Marcus Devin Marcus Greater Seattle Area Details
Devin Marcus's AXA Advisors Experience April 2005 - April 2006
Job Awardwinning, Relationshipbuilding, Performancedriving Sales Professional
Industry Medical Devices
Experience
Summit Surgical, Inc.   August 2011 - Present
Genentech, A Member of the Roche Group  September 2008 - January 2011
Smith & Nephew Endoscopy  April 2006 - September 2008
AXA Advisors   April 2005 - April 2006

Skills
Orthopedic, Capital Equipment, Surgeons, Sales Operations, OB/GYN, Surgery, Selling, Hospitals, Sales Force Development, Managed Care, General Surgery, Endocrinology, Oncology, Rheumatology, Sales, Clinical Research, Leadership, Medicine, Operating Room, Physicians, Medical Devices, Disposables, Surgical Instruments, Orthopedics, Healthcare Management

Education
Northwest University
BA, Business Management

Tacoma Community College
Bachelor's Degree, Business Management

John Parrish John Parrish Phoenix, Arizona Area Details
John Parrish's AXA Advisors Experience April 2010 - September 2013
Job Financial Advisor at Mutual of Omaha Financial Advisors
Industry Financial Services
Experience
Mutual of Omaha Financial Advisors  October 2013 - Present
AXA Advisors   April 2010 - September 2013
Parrish Management Consulting   October 2008 - April 2010
Yavapai-Prescott Indian Tribe  April 2009 - July 2009
SRP-MIC   January 2000 - June 2008
Rural Metro Corporation  September 1988 - October 1999

Education
Northwestern University - Kellogg School of Management   1976 — 1977
Masters of Management, Finance & Policy

Utah State University   1975 — 1976
BS, Finance and Economics

Oberlin College   1969 — 1971

Mengya(Leven) Liu Mengya(Leven) Liu Greater New York City Area Details
Mengya(Leven) Liu's AXA Advisors Experience January 2010 - April 2010
Job Wealth Management Intern at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  January 2011 - June 2011
AXA Advisors   January 2010 - April 2010
Changsha Meisheng Investment Management Co., Ltd, China   July 2009 - August 2009

Education
Pace University   2009 — 2011
Master of Science, Investment management

Zhejiang University   2005 — 2009
bachelor, Marketing

Jeff Sandene, CFP® Jeff Sandene, CFP® Dallas/Fort Worth Area Details
Jeff Sandene, CFP®'s AXA Advisors Experience April 1996 - July 2005
Job Sandene Strategies, LLC.
Industry Investment Management
Experience
Sandene Strategies, LLC   August 2005 - Present
AXA Advisors   April 1996 - July 2005
TGI Friday's  April 1995 - March 1996
Frito-Lay, Inc  September 1989 - February 1995

Skills
Investment Management, Alternative Investments, Retirement Planning, 401k Rollovers, College Savings Plans, Estate Planning, Business Planning, Wealth Management, Investment Advisory, Investments, Personal Finance, Life Insurance, Mutual Funds

Education
University of Texas at Dallas   1986 — 1988
MBA, Finance

CFP Board of Standards   1997 — 1998
CERTIFIED FINANCIAL PLANNER™ professional

St. Cloud State University (MN)   1979 — 1981
BS, Finance

North Hennepin Community College (MN)   1977 — 1979
Associate of Arts (A.A.), General Studies

Park Center High School   1974 — 1977

David Redonnet, CLU David Redonnet, CLU Westborough, Massachusetts Details
David Redonnet, CLU's AXA Advisors Experience November 1980 - June 2003
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  July 2003 - Present
AXA Advisors   November 1980 - June 2003

Skills
Training, Leadership, Recruiting

Education
Northeastern University
Bachelor of Arts (BA), Criminal Justice

Alicia Scott, MDY Alicia Scott, MDY Savannah, Georgia Area Details
Alicia Scott, MDY's AXA Advisors Experience August 2006 - May 2007
Job Social Media Management | Web Development
Industry Management Consulting
Experience
Introspect Consulting Group   January 2014 - August 2015
US Army  August 2013 - 2014
US Army  November 2012 - June 2013
United States Department of Defense  August 2011 - November 2012
US Army  2010 - 2011
Countrywide Financial  May 2007 - September 2008
AXA Advisors   August 2006 - May 2007
AIG Financial Services   July 2005 - August 2006
Pacific Life  May 2004 - July 2005
Compak Asset Management  December 2003 - May 2004

Skills
Security Clearance, Military, Customer Service, Inventory Management, PowerPoint, Public Speaking, Event Planning, Military Experience, Military Operations, Government, DoD, Microsoft Office, Training, Team Building, International Relations, Research, Intelligence, Fundraising, Organizational..., Homeland Security, Leadership Development, Policy, Community Outreach, Conflict Resolution, Strategic Planning, Nonprofits, Public Relations, Command, Government Contracting, Leadership, Microsoft Word, Policy Analysis, Coaching, Information Assurance, Staff Development, Analysis, National Security, Microsoft Excel, Proposal Writing, Supervisory Skills, Program Management, Intelligence Analysis, Army, Operational Planning, Time Management, Security, Program Development, Human Resources, Management, Volunteer Management

Education
Norwich University   2011 — 2013
Master of Arts (M.A.), Diplomacy and International Commerce

University of Maryland University College
Bachelor of Science (BS), Political Science and Government

Richard Hanviriyapunt Richard Hanviriyapunt Oak Brook, Illinois Details
Richard Hanviriyapunt's AXA Advisors Experience March 2009 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors   March 2009 - Present
Travelex  January 2007 - January 2009
Zenray Inc   January 1987 - January 2007

Education
Northeastern Illinois University   2006 — 2008
Bachelor of Arts (BA), Finance, General

Todd Traczyk, MBA Todd Traczyk, MBA Greater Los Angeles Area Details
Todd Traczyk, MBA's AXA Advisors Experience 2002 - 2004
Job Regional Sales Manager at Forensic Analytical Consulting Services Inc.
Industry Information Technology and Services
Experience
Forensic Analytical Consulting Services Inc.  2015 - Present
My Forte Entertainment, LLC.   2013 - Present
IBISWorld  2014 - 2015
APi National Service Group  2010 - 2012
Accellent  2008 - 2009
DHL  2008 - 2008
Countrywide Bank  2004 - 2007
AXA Advisors   2002 - 2004
Target Corporation  1997 - 2002
G&K Services  1994 - 1997

Skills
Team Building, Project Management, Process Improvement, Cross-functional Team..., Operations Management, Strategic Planning, New Business Development, Leadership, Customer Service, Account Management, Sales, Team Leadership, Sales Operations, Territory Growth, Territory Penetration, Territory Expansion, Customer Acquisition..., Key Account Development, Key Account Acquisition..., National Account..., Territory..., Expert relationship..., Key Account..., C Level Selling, Consultative Sales..., Military Experience, Government Contracting, GSA Schedule, Federal Procurement, Federal Government..., Leadership Development, Strategic Leadership, Sports, Fitness, Fitness Modeling, Fitness Instruction, Military Operations, Martial Arts, Brazilian Jiu-Jitsu, Strategy, Proposal Writing, Contract Negotiation, Management, Selling, B2B, Product Management, Sales Presentations, Customer Satisfaction, Consulting, Sales Management

Education
United States Military Academy at West Point   1986 — 1990
BS, Business Management

Oklahoma City University   1991 — 1993
MBA, Business Administration

Grace Brauser Grace Brauser Greater Detroit Area Details
Grace Brauser's AXA Advisors Experience January 2006 - January 2008
Job Territory Business Manager at BSN medical
Industry Medical Devices
Experience
BSN medical  July 2015 - Present
American Express  April 2013 - March 2015
Staples Business Advantage  August 2010 - July 2013
The Coca-Cola Company  August 2008 - August 2010
AXA Advisors   January 2006 - January 2008

Skills
Account Management, Business Development, Program Management, Strategy, Sales Presentations, Sales Process, Selling, Teamwork, Cross-functional Team..., Management, Sales, Customer Service, Competitive Analysis, Solution Selling, Process Improvement, Fundraising, Marketing, Time Management, Social Media

Education
Southern Methodist University - Cox School of Business   2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

North Lake College   2003 — 2005

North Hills Prep School   2000 — 2004

Sabrina Cabrera Sabrina Cabrera Syracuse, New York Area Details
Sabrina Cabrera's AXA Advisors Experience May 2015 - Present
Job Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors   May 2015 - Present
Just Energy  October 2008 - August 2014

Skills
Leadership, Customer Service, Training, Sales, Microsoft Office, Performance Management, Recruiting, Management, Energy, Employee Relations, Analysis, Change Management, Team Building, Negotiation, Human Resources, Account Management, Project Management, Time Management, Outlook, Microsoft Excel, Public Speaking, Coaching, Team Leadership, PowerPoint, Microsoft Word, Customer Satisfaction, Operations Management

Education
Onondaga Community College
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Jason Rizk Jason Rizk Corvallis, Oregon Details
Jason Rizk's AXA Advisors Experience June 2014 - September 2014
Job Broker at AXA Advisors
Industry Financial Services
Experience
BAWLS Guarana  February 2014 - Present
Delta Upsilon International Fraternity  December 2013 - December 2014
AXA Advisors   June 2014 - September 2014

Skills
Customer Service, Sales, Finance, Teamwork, Leadership, Community Outreach, Philanthropy, Social Networking, Microsoft Excel, Social Media Marketing, Accounting, Fundraising, Insurance, Microsoft Office, Marketing

Education
Oregon State University   2012 — 2016
Accounting and Finance, 3.22

Mike Turley Mike Turley Raleigh, North Carolina Details
Mike Turley's AXA Advisors Experience August 2013 - October 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2014 - Present
Alpha Kappa Psi- Lambda Omicron Chapter   December 2013 - December 2014
Campus Special (acquired by Chegg, Inc.)   May 2014 - September 2014
Cantina 18   December 2013 - June 2014
Senior Class Representative   December 2013 - May 2014
AXA Advisors   August 2013 - October 2013
Peninsula Country Club   May 2013 - August 2013
Charlotte Mecklenburg Parks and Recreation   June 2011 - August 2013

Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Investments, Economics, Leadership, Customer Service, Coaching, Social Media, Finance, Entrepreneurship, Time Management

Education
North Carolina State University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Junior

Charlotte Catholic High School   2007 — 2011

Wendy Kooser Wendy Kooser Orlando, Florida Area Details
Wendy Kooser's AXA Advisors Experience 2009 - 2012
Job Financial Services Admin at LPL Financial
Industry Financial Services
Experience
LPL Financial  September 2012 - Present
AXA Advisors   2009 - 2012
Morgan Stanley Smith Barney  1991 - 2002

Skills
Investments, Life Insurance, Annuites, Fixed Annuities, Alternative Investments, Customer Service, Employee Benefits, Retirement Planning, Mutual Funds, Microsoft Excel, Account Management, Finance

Education
Oklahoma State University
Bachelor of Arts (BA), English

University Central Florida
Education

Adam Camacho Adam Camacho Grand Junction, Colorado Details
Adam Camacho's AXA Advisors Experience January 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   January 2008 - Present

Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Fixed Annuities, Investment Advisory, Series 7, Retirement, Mutual Funds, IRAs, 401k, Estate Planning

Education
Northwestern Oklahoma State University   2004 — 2005

Annie Stowers Annie Stowers Greater New York City Area Details
Annie Stowers's AXA Advisors Experience January 2008 - March 2009
Job
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  May 2014 - Present
Coldwell Banker Residential Brokerage, Basking Ridge, New Jersey   June 2012 - May 2014
R O G M Energy   March 2011 - July 2012
..   March 2012 - May 2012
Independence LED Lighting, Ltd.   January 2011 - March 2012
Alliance, Realtors   October 2009 - January 2012
Wealth Planning Advisory Group   January 2011 - September 2011
Pinnacle Realtors, Bedminster, Far Hills, Princeton, NJ   May 2009 - October 2009
Coldwell Banker Basking Ridge NJ   February 2008 - May 2009
AXA Advisors   January 2008 - March 2009

Skills
New Business Development, Social Promotion, Microblogging, Lead Generation, Social Media Marketing, Marketing Strategy, Direct Sales, Energy Conservation, Energy Management, Real Estate Negotiation, Personal Finance, Computer Science, General Insurance, Music, Singing, Gardening, Painting, Multilingual, Feng Shui, Banking, Developing Client..., Fine Art, Photography, Finance, Interior Design, Real Estate Transactions, Real Estate, Investment Properties, Contract Negotiation, Referrals, Residential Homes, Selling, Relocation, Luxury, First Time Home Buyers, Townhomes, Marketing, Leases, New Home Sales, Listings, Single Family Homes, Condos, ABR, Sellers, Property, Buyer Representation, Foreclosures, Investors, REO, Rentals

Education
North Central Association of Realtors   2015 — 2015
ABR- Accredited Buyer Representation, Real Estate, A+

North Central Jersey Association of Realtors   2012 — 2013
CE credits, Real Estate, 4.0

Coldwell Banker   2012 — 2012
Coldwell Banker Previews Certification, Coldwell Banker Luxury Residential Real Estate, 100%

New Jersey Association of Real Estate   2005 — 2005
Real Esate Brokerage License, Real Estate Brokerage

Graduate Real Estate Institute by NAR   2003 — 2003
GRI Certification, Genearal Advanced Real Estate

George Washington University   1998 — 1999
Certification, Project Management

Ohio University   1985 — 1986
M.S., Math/Computer Science

Truman State University   1982 — 1984
B.S., Math/Computer Science

Barjes R. Angulo, LUTCF Barjes R. Angulo, LUTCF Greater New York City Area Details
Barjes R. Angulo, LUTCF's AXA Advisors Experience 2001 - 2004
Job Providing a Wide Variety of Financial Services for Business Owners, Professionals, Individuals and Families
Industry Financial Services
Experience
Eagle Strategies, LLC  January 2012 - Present
Angulo Strategies   January 2001 - Present
Citibank  January 2006 - March 2006
AXA Advisors   2001 - 2004

Skills
Retirement Planning, Investments, Insurance Planning, Estate Planning, Insurance, Term Life Insurance, Succession Planning, Financial Planners, Financial Services, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth Management, Finance, Disability Insurance, Asset Allocation, Financial Planning, Investment Strategies, Series 7

Education
Pace University   1998 — 2007
Finance, Finance, Business, Investments

Donna Naddaf Donna Naddaf United States Details
Donna Naddaf's AXA Advisors Experience May 2007 - March 2014
Job Financial Professional and Account Manager at Cambridge Consulting Group
Industry
Experience
Cambridge Consulting Group  March 2014 - Present
AXA Advisors   May 2007 - March 2014

Skills
Client resolution,...

Education
Oakland Community College
Assoc in Business, Business and Accounting

Juan Carlos Orejarena Juan Carlos Orejarena Greater New York City Area Details
Juan Carlos Orejarena's AXA Advisors Experience July 1999 - August 2000
Job Faculty at Kean University
Industry Education Management
Experience
Kean University  September 2000 - Present
Fairleigh Dickinson University  April 2004 - May 2009
Financial Network,  October 2002 - October 2004
Dow Jones Newswires  January 2001 - December 2002
Professional Economic Growth Group  September 2000 - September 2002
AXA Advisors   July 1999 - August 2000
Universidad Autonoma de Bucaramanga, Colombia   July 1990 - March 1999
ElectrOriente S.A.   May 1990 - March 1999
Universidad Industrial de Santander UIS, Colombia   February 1992 - September 1998

Skills
Spanish, Investments, International Relations, Research, Teaching, Management, Public Speaking, Marketing, Mutual Funds, Non-profits, Higher Education, Editing, Qualitative Research, Public Policy, Fundraising, Community Outreach, Grant Writing, Politics, Leadership, Microsoft Office, Nonprofits, Program Evaluation

Education
Tecnológico de Monterrey   1992 — 1993
Diploma, International Business

Ohio University   1988 — 1989
MA, Political Science

Universidad Santo Tomás   1980 — 1985
Juris Doctor, Law

Bob Hadidian Bob Hadidian San Francisco Bay Area Details
Bob Hadidian's AXA Advisors Experience June 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   June 2015 - Present
Bankers Life  May 2003 - May 2015
Long Term Preferred Care  July 2002 - April 2003
Benchmark Portal   July 2000 - June 2002
Toyota  June 1994 - June 1999

Skills
Retirement Income..., Retirement Plan..., Retirement Solutions, Retirement Savings, Retirement Planning, IRAs, Investment Advisory, Investments, Mutual Funds, Variable Annuities, Medicare, Medicare Advantage, Medicare Part D, Life Insurance, Fixed Annuities, Long-term Care, Training, Health Insurance, Long Term Care Insurance, Customer Service, Leadership, Critical Illness, Retirement, Underwriting, Management, General Insurance, Accident, Entrepreneurship, Training Leadership, Training Delivery, Sales Process, Term Life Insurance, Insurance, Whole Life, Sales

Education
Nyack College   1978 — 1982

Kelly Kimak Kelly Kimak Tuckerton, New Jersey Details
Kelly Kimak's AXA Advisors Experience 1998 - 2001
Job Confidential SecretaryAccounts Payable/Purchasing
Industry Accounting
Experience
Pinelands Regional   July 2004 - Present
Dept of Environmental Protection-Bass River State Forest   2001 - 2004
AXA Advisors   1998 - 2001

Skills
Microsoft Excel, Microsoft Word, Customer Service, Budgets, Accounting, Research, Administrative..., Accounts Payable, Time Management, System Administration, COOP, Employee Training, Program Management, Purchasing, education law, Microsoft Office

Education
Ocean County College   1995 — 1997
Liberal Arts and Sciences/Liberal Studies

Pinelands Regional School District
Graduated

Paul Mets Paul Mets Macomb, Michigan Details
Paul Mets's AXA Advisors Experience July 2015 - Present
Job Student at Oakland University
Industry Higher Education
Experience
AXA Advisors   July 2015 - Present
Shelby Township Athletic Club   July 2011 - January 2014
Hippino, LLC   May 2012 - August 2012

Skills
Marketing, Social Promotion, Economics, Photoshop, Facebook, Online Marketing

Education
Oakland University   2014 — 2016
Bachelor of Business, Business, Management, Marketing, and Related Support Services, Dean's List - 3.74

Nathan Pagniano Nathan Pagniano Wooster, Ohio Details
Nathan Pagniano's AXA Advisors Experience May 2014 - August 2014
Job Inventory Manager & Pricing Analyst
Industry Hospitality
Experience
Whispering Hills Jellystone™ Park Camp-Resort   May 2014 - Present
AXA Advisors   May 2014 - August 2014
Grace Automation   May 2013 - January 2014
Ralph Lauren  June 2010 - January 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Public Speaking, Critical Thinking, Team Leadership, Teamwork, Leadership, Customer Service, Inventory Management, Pricing Analysis, Pricing Strategy, Market Pricing, Customer Satisfaction

Education
Ohio University   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance & MIS

The College of Wooster   2010 — 2011

Lauren Kelly Lauren Kelly Greater Chicago Area Details
Lauren Kelly's AXA Advisors Experience September 2014 - Present
Job Recruiting Coordinator at AXA Advisors
Industry Human Resources
Experience
AXA Advisors   September 2014 - Present
M4i Inc  November 2013 - August 2014
ABCD Academy   September 2013 - November 2013
Early Days Preschool and Childcare   May 2011 - August 2013
Northern Illinois University  August 2009 - August 2013
Marshalls  May 2008 - May 2011

Skills
Direct Sales, Customer Service, Research, Public Speaking, Psychology, Microsoft Office, Microsoft Excel, Microsoft Word, Teaching, Time Management, Social Networking, PowerPoint, Strategic Planning, Community Outreach, SPSS, Child Development, Outlook, Leadership, Higher Education, Student Development, Data Entry, Event Planning, Data Analysis, Editing, Event Management, Social Services, English, Windows, Student Affairs, Critical Thinking, Photoshop, HTML

Education
Northern Illinois University   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Nick Wu Nick Wu Oklahoma City, Oklahoma Area Details
Nick Wu's AXA Advisors Experience 1993 - 2001
Job First Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  August 2007 - Present
Oklahoma City University  2006 - 2009
Wachovia Securities  2003 - 2007
Cambridge Investment Research  2001 - 2003
AXA Advisors   1993 - 2001
Ernst & Young  1990 - 1991
Chung Sing ( Swiss) Investments Ltd   1989 - 1990

Skills
Investments, Options, Investment Management, Investment Advisory, Mutual Funds, Financial Modeling, Private Equity, Asset Allocation, Equities, Strategic Financial..., Wealth Management, Hedge Funds, Securities, Valuation, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Managment, Financial Analysis, China Business..., Asset Management, Strategy, Wealth, Investment Banking, Wealth Management..., 401k, Economics, Leadership, Finance, Retirement, Retirement Planning, Series 63, Series 7, Financial Planning

Education
Oklahoma City University   1991 — 1993
MBA, Finance

Sun Yat-Sen University   1986 — 1989
Masters, International Economics

Princeton University   1986 — 1986
Chinese Economy

Daniel Baldwin Daniel Baldwin Phoenix, Arizona Details
Daniel Baldwin's AXA Advisors Experience May 2014 - March 2015
Job Regional Annuity Internal Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  March 2015 - August 2015
AXA Advisors   May 2014 - March 2015

Skills
Financial Analysis, Microsoft Excel, Investment Strategies, Finance, Critical Thinking, Financial Reporting, Highly Dedicated, Leadership, Financial Markets, Bloomberg Terminal, Team Leadership, Organization, Microsoft Office, Public Speaking, Communication, Microsoft Word, Financial Modeling, PowerPoint, Financial Advisory, Retirement Planning...

Education
Northern Arizona University   2012 — 2014
Bachelor of Science in Business Administration (BSBA) in Finance, Finance

Andrew Enoch Andrew Enoch Naperville, Illinois Details
Andrew Enoch's AXA Advisors Experience 2007 - 2008
Job Real Estate Wholesaler and Investor
Industry Insurance
Experience
Real Estate Wholesaler and Investor   2014 - Present
Gold Standard Insurance   2008 - Present
AXA Advisors   2007 - 2008

Skills
Real Estate Investing, Wholesale Real Estate, Insurance, Retirement Planning, Investments, Retirement, Financial Services, Life Insurance, Fixed Annuities, Wealth Management, Property & Casualty..., Health Insurance, Long-term Care, Estate Planning, Risk Management, Commercial Insurance, Disability Insurance, Investment Advisory, Variable Annuities, Accounting, Account Management, Brokers, Underwriting, Financial Planners

Education
Northern Illinois University
Bachelor of Science, Business

Kenna Andresen Kenna Andresen United States Details
Kenna Andresen's AXA Advisors Experience September 2014 - August 2015
Job Marketing Communications Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2014 - August 2015
MetLife Financial Services  December 2000 - September 2014
MetLife  December 2000 - September 2014
MetLife  December 2000 - September 2014
Prudential Mutual Funds   January 1998 - September 2000
Old National Bank  March 1991 - July 1996

Skills
Training, Leadership, Sales, Management, Vendor Management, Budgets, Coaching, Customer Service, Project Management, Public Speaking, Team Leadership, Strategic Planning, Leadership Development, Strategy, Team Building, Marketing, PowerPoint, Project Planning, Microsoft Office, Analysis, Call Centers, Program Management, Sales Operations, Organizational..., Risk Management, Employee Training, Account Management, Technical Training, CRM, Business Analysis, Sales Support, Call Center, Change Management, Sales Presentations, Performance Management, Customer Relations, Budgeting, Writing, Sales Skills Training, Sales Trainings, Mentoring, Needs Analysis, Performance Consulting, Non-profit Volunteer, Public Relations, Recruiting, WebEx Editing, Dyna Metric Telephone..., Fugent, OSHA 10

Education
Northern Kentucky University   1990 — 1990
Creative Writing

Sarah Schmeltzer Sarah Schmeltzer Akron, Ohio Details
Sarah Schmeltzer's AXA Advisors Experience February 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   February 2014 - Present
Cisco Systems  March 2011 - December 2014
Clark County School District  2004 - 2010

Skills
Curriculum Design, Sales, Salesforce.com, Employee Training, Public Speaking, Lesson Planning, Data Analysis

Education
University of Phoenix   2006 — 2008
Educational Leadership and Administration, General

Ohio University   1999 — 2003
Bachelor of Science (BS), Early Childhood Education and Teaching

Diane Young Diane Young Greater Detroit Area Details
Diane Young's AXA Advisors Experience May 2000 - May 2004
Job Owner, The Athena Financial Group
Industry Financial Services
Experience
The Athena Financial Group RochesterRochester Hills Michigan   May 2004 - Present
AXA Advisors   May 2000 - May 2004
Washington Square Securities  April 1998 - January 2000
New York University  January 1996 - January 1999
Meyer and Mayer   January 1996 - January 1998
Penn Mutual  January 1992 - January 1996

Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Retirement Plan..., Estate Planning, Personal Finance, Women Owned Business, Retirement Income..., Finance, Public Speaking, Personal Financial..., Investment Strategies, Retirement, Financial Advisory, Long-term Care, Nonprofits, Securities, Non-profits, Small Business, Insurance, Asset Management, Financial Services, Fundraising, High Net Worth..., Women's Leadership, Cash Management, Fixed Income, Inheritance Tax Planning, Alternative Investments, Wealth Management

Education
State University of New York at Stony Brook   1989 — 1991
BA, Anthropology

Oakland University   1983 — 1986
Anthropology

Romeo High School   1983 — 1983
Diploma

Nkemjika Nwosu Nkemjika Nwosu Raleigh-Durham, North Carolina Area Details
Nkemjika Nwosu's AXA Advisors Experience June 2014 - August 2014
Job Graduate Student at North Carolina State University
Industry Financial Services
Experience
Duke Energy Corporation  September 2015 - Present
Duke Energy Corporation  May 2015 - August 2015
Trade it  November 2013 - January 2015
AXA Advisors   June 2014 - August 2014
Society for Advancement of Management  August 2013 - April 2014

Skills
Leadership, Management, Finance, Entrepreneurship, Critical Thinking, Sales, Accounting, Strategic Planning, Organizational..., Fundraising, Access, Microsoft Excel, Public Speaking

Education
North Carolina State University   2015 — 2016
Master

Fayetteville State University   2013 — 2015
Bachelor’s Degree

University of North Carolina at Chapel Hill   2011 — 2013

Terry Sanford High School   2007 — 2011

Victoria Rozman, CPA Victoria Rozman, CPA New York, New York Details
Victoria Rozman, CPA's AXA Advisors Experience January 2003 - March 2004
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2011 - Present
Victoria Rozman CPA & Company   June 2011 - Present
RCG Longview  August 2009 - September 2011
ING Clarion Partners  September 2006 - June 2009
Sterling Equities  December 2004 - September 2006
Alexander A. Grasso   January 2004 - December 2004
AXA Advisors   January 2003 - March 2004

Skills
Private Equity, Alternative Investments, GAAP, Valuation, Tax, Mezzanine, CPA, Financial Reporting, Accounting, Fund Accounting, Internal Controls, Financial Statements, IFRS, Real Estate Private...

Education
Pace University   2000 — 2004
BBA

Lucas Flick Lucas Flick Portland, Oregon Details
Lucas Flick's AXA Advisors Experience February 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   February 2015 - Present

Skills
Financial Analysis, Retirement Planning, Estate Planning, College Education..., Risk Management, Investment Strategies

Education
Oregon State University   2009 — 2014
Bachelor of Science (B.S.), Finance

Kyle Sjarif Kyle Sjarif Greater New York City Area Details
Kyle Sjarif's AXA Advisors Experience June 2011 - May 2012
Job
Industry Retail
Experience
Alton Lane  May 2014 - Present
Alton Lane  May 2013 - April 2014
Alton Lane  August 2012 - May 2013
Alton Lane  June 2012 - August 2012
AXA Advisors   June 2011 - May 2012
Janney Montgomery Scott LLC  September 2009 - December 2009
AIA Financial   June 2009 - August 2009
The Transcript  January 2008 - May 2009
Delaware Gazette  September 2008 - December 2008

Skills
Risk Management, Series 7, Finance, Journalism, Analysis, Uniform Combined State..., Editing, Management, International Logistics, Securities, Investigative Reporting, Logistics, Inventory Management, Gerber Accumark, NetSuite, Supply Chain Management, Leadership, Social Media, Public Speaking, Operations, Magento, Project Management, Technology Start-up, Supply Chain Operations, UPS Systems, Process Improvement, Operations Management, Project Planning, Demand Forecasting, Logistics Management, ERP, Microsoft Office, PowerPoint, Research, Microsoft Word

Education
Ohio Wesleyan University   2007 — 2011
B.A, Economics and Journalism

Jakarta International School   2005 — 2007
International Baccalaureate

Nataly Revollo Nataly Revollo Washington D.C. Metro Area Details
Nataly Revollo's AXA Advisors Experience February 2015 - Present
Job Recruiting Assistant/Receptionist at AXA Advisors
Industry Environmental Services
Experience
AXA Advisors   February 2015 - Present
Arlington Stream Monitor Program   September 2011 - Present
Zoes Kitchen  June 2013 - June 2015
Friends of the Rappahannock  September 2012 - December 2012
Starbucks  May 2012 - August 2012
Claire's Accessories  August 2010 - January 2012
Northern Virginia Community College  August 2010 - October 2010

Education
University of Mary Washington   2012 — 2014
Bachelor of Science (B.S.), Environmental Sciences

Northern Virginia Community College   2009 — 2011
Associates of Science, Environmental Science

Washington Lee High School   2005 — 2009
International Baccalaureate (IB) Diploma

Joe Lynam Joe Lynam Greater Chicago Area Details
Joe Lynam's AXA Advisors Experience February 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   February 2015 - Present

Skills
Retirement Planning

Education
Northern Illinois University   1987 — 1991
Bachelor’s Degree, Business/Corporate Communications

University of Phoenix   2007 — 2009
Master of Business Administration (M.B.A.)

Brett Collins Brett Collins Virginia Beach, Virginia Details
Brett Collins's AXA Advisors Experience July 2000 - July 2004
Job Assistant General Agent at MassMutualCommonwealth Financial Partners, LC
Industry Financial Services
Experience
MassMutual-Commonwealth Financial Partners, LC   June 2014 - Present
Lincoln Financial Advisors  December 2008 - March 2014
Lincoln Financial Advisors  July 2004 - December 2008
AXA Advisors   July 2000 - July 2004
Various small businesses  September 1990 - July 2000

Skills
Series 24, Series 7, Series 6, Series 63, Series 65, Commercial Pilot,..., Insturment Pilot, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, 401k, Management, Asset Allocation, Securities, Mutual Funds

Education
North Carolina State University - College of Management   1985 — 1990
Business Management, Accounting, Economics

Luis Willy Espinosa Luis Willy Espinosa Miami/Fort Lauderdale Area Details
Luis Willy Espinosa's AXA Advisors Experience September 2012 - March 2014
Job President
Industry Financial Services
Experience
Espinosa financial Corp.   August 2015 - Present
FCG Wealth Management   March 2014 - August 2015
Axa Advisors   September 2012 - March 2014
Brown and Brown Insurance  September 2011 - September 2012
Progressive Employer Services  August 2007 - February 2012
Latin builders association  January 2007 - December 2010
USA  January 2003 - September 2008

Skills
Strategic Financial..., Financial Analysis, Financial Risk, Health Insurance, Employee Benefits, Sales, Insurance, New Business Development, Workers Compensation, Strategic Planning, Sales Management, Contract Negotiation, baseball coach, Selling, Management, Account Management, Customer Service, Direct Sales, Finance, Human Resources, Leadership, Small Business, Negotiation, Benefits Administration, Process Improvement, Training, Team Building, Customer Retention, Disability Insurance, Networking, Risk Management, Recruiting, Marketing, Underwriting, Coaching, Strategy, Business Development, Business Planning, Life Insurance, 401k, Budgets

Education
S.Timothy

FINRA
Series 7 Registered Representative, Financial Planning and Services

Nova Southeastern University   2008 — 2010
Bachelor's degree, Business Administration and Management, General

Northwood University-Florida   2001 — 2004
Associate of Arts (AA), International Business

Southwest Senior High   1997 — 2000

Francesco Favale Francesco Favale Greater New York City Area Details
Francesco Favale's AXA Advisors Experience 2008 - 2010
Job Sales Executive at Lioni Latticini
Industry Wholesale
Experience
Lioni Latticini   January 2012 - Present
Comprehensive Wealth Management   March 2011 - February 2012
AXA Advisors   2008 - 2010
Fran-Mar   March 2003 - March 2008
First Class Events, Productions & Consulting   2002 - 2008

Skills
Insurance, Writing, Customer Relations, Excel, Quickbooks, Microsoft Excel, Management, Customer Service, QuickBooks, Account Management

Education
Pace University   2003 — 2007
BBA, International Business Management-Lubin School of Business

Chaz Richart Chaz Richart Greater Chicago Area Details
Chaz Richart's AXA Advisors Experience February 2009 - July 2010
Job Vice President Institutional Sales at Reynoso Asset Management, LLC
Industry Investment Management
Experience
Reynoso Asset Management, LLC   January 2013 - January 2014
Zimmerman Investment Management Company   August 2010 - January 2013
AXA Advisors   February 2009 - July 2010

Skills
Marketing, Public Speaking, Financial Planning, Investments, Retirement Planning, Wealth Management, Financial Planners, Life Insurance, Series 7, Strategic Planning, Entrepreneurship, Asset Managment, Investment Strategies, Retirement, Account Management, Mutual Funds, Asset Allocation, Financial Analysis, Series 66, Alternative Investments

Education
Northwestern University
Bachelor of Arts, Sociology

Britton Hall Britton Hall Portland, Oregon Area Details
Britton Hall's AXA Advisors Experience December 2011 - June 2012
Job Corporate Software Trainer at WFG National Title Insurance Company
Industry Financial Services
Experience
WFG National Title Insurance Company  July 2014 - Present
WFG National Title Insurance Company  July 2013 - July 2014
WFG National Title Insurance Company  November 2012 - July 2013
The Hasson Company  June 2012 - July 2013
The Old Spaghetti Factory  February 2011 - October 2012
AXA Advisors   December 2011 - June 2012
United States Department of Defense  July 2010 - September 2010

Skills
Customer Service, PowerPoint, Accounting, Marketing, Program Management, Sales, Social Networking

Education
Oregon State University   2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics

Thomas Newman Thomas Newman Washington D.C. Metro Area Details
Thomas Newman's AXA Advisors Experience November 2013 - May 2014
Job Marketing Coordinator at GreenTech Automotive
Industry Marketing and Advertising
Experience
GreenTech Automotive  November 2014 - Present
Metropolitan Market  June 2007 - October 2014
AXA Advisors   November 2013 - May 2014
Ohio Wesleyan Marketing Group   August 2012 - May 2014
Sigma Chi Fraternity  November 2012 - November 2013
Cleveland Clinic  June 2013 - August 2013
Sigma Chi Fraternity  November 2011 - November 2012
Sigma Chi Fraternity  March 2011 - November 2011

Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Social Media, Teamwork, Time Management, Retail, Leadership, Event Planning, Facebook, Data Entry, Critical Thinking, Public Speaking, Research, Economics, Inventory Management, Social Networking, Data Analysis

Education
Ohio Wesleyan University   2010 — 2014
Bachelor of Arts (BA), Economics

Ohio Wesleyan University   2010 — 2014
Bachelor of the Arts in Economics, Applied Economics

Keri Kalka Keri Kalka Edmond, Oklahoma Details
Keri Kalka's AXA Advisors Experience January 2005 - August 2010
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  January 2013 - Present
FRS Financial Risk Solutions   May 2012 - Present
Modern Woodmen of America  June 2011 - December 2012
AXA Advisors   January 2005 - August 2010

Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance

Education
Oklahoma State University   1996 — 2000
BS, Psychology

Alva High School   1992 — 1996

Dan Montgomery, CPA Dan Montgomery, CPA Phoenix, Arizona Area Details
Dan Montgomery, CPA's AXA Advisors Experience January 2010 - October 2010
Job Senior Financial Analyst
Industry Semiconductors
Experience
Intel Corporation  July 2013 - Present
Intel Corporation  May 2012 - August 2012
AXA Advisors   January 2010 - October 2010
Lucky Star Properties   March 2005 - January 2010
The Brink's Company  2002 - 2005
The Neiman Marcus Group  May 2002 - December 2002
Arthur Andersen  August 1999 - May 2002
Deloitte & Touche  May 1998 - August 1998

Education
Texas Christian University - M.J. Neeley School of Business   2011 — 2013
MBA, Finance

The University of Texas at Dallas - School of Management   2011 — 2013
MS ITM, Information Technology & Mgmt

Northeastern State University   1995 — 1999

Chris Habjan Chris Habjan Greater Chicago Area Details
Chris Habjan's AXA Advisors Experience May 2009 - December 2009
Job AVP at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank  November 2014 - Present
MB Financial Bank  July 2013 - November 2014
MB Financial Bank  August 2012 - July 2013
MB Financial Bank  August 2010 - July 2012
Millington Securities, Inc.   March 2010 - August 2010
AXA Advisors   May 2009 - December 2009

Skills
Commercial Lending, Credit, Loans, Commercial Banking, Underwriting, Finance, Securities, Credit Analysis, Retirement Planning, Financial Analysis, Portfolio Management, Financial Modeling, Credit Risk, Banking, Small Business Lending, Business Development, Cash Management, Financial Risk

Education
Northern Illinois University   2005 — 2009
B.S., Finance

Ted Lyn Ted Lyn Miami, Florida Details
Ted Lyn's AXA Advisors Experience October 2007 - October 2009
Job COSEC Legal Counsel, TMF Group, Miami
Industry Legal Services
Experience
TMF Group  August 2011 - Present
AXA Advisors   October 2007 - October 2009

Education
Thomas Jefferson School of Law   2003 — 2007
JD, Taxation, Trusts

Occidental College   1996 — 2000
BA, Economics

James Kevin Shrum James Kevin Shrum Fort Collins, Colorado Area Details
James Kevin Shrum's AXA Advisors Experience October 1999 - April 2001
Job Retired from paid work
Industry Higher Education
Experience
Volunteering, traveling, catching up on things missed while working   July 2015 - Present
Regis University  July 1998 - June 2015
Institute of Business & Medical Careers, Inc.   August 2005 - September 2014
Norlarco Credit Union  April 2001 - December 2004
AXA Advisors   October 1999 - April 2001
Independent Consulting Practice  November 1998 - October 1999
Poudre Valley Health System  November 1994 - October 1998
United States Air Force (CMSgt Retired)   January 1972 - August 1994

Skills
Staff Development, Training, Change Management, Strategic Planning, Management, Organizational..., Leadership, Budgets, Healthcare, Higher Education, Coaching, Career Counseling, Resume Writing, Team Leadership, Public Speaking, Adult Education, Instructional Design, Human Resources, Leadership Development, Teaching, Project Planning, Curriculum Development, Admissions, Project Management

Education
Webster University   1989 — 1992
MA, Management & CIS Management

Northwestern State University   1984 — 1988
BGS, General Studies

George Cox, MBA [LION] George Cox, MBA [LION] Greater Boston Area Details
George Cox, MBA [LION]'s AXA Advisors Experience April 2004 - December 2006
Job Founder of Cox Wealth Management
Industry Financial Services
Experience
Cox Wealth Management   July 2010 - Present
Worcester Junior Sharks   2010 - Present
Q Financial Group   May 2009 - March 2010
Merrill Lynch  November 2007 - January 2009
Monster Worldwide  December 2006 - 2007
AXA Advisors   April 2004 - December 2006
MassMutual  September 2001 - April 2004
Pioneer Investments  January 2001 - June 2001

Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits

Education
Norwich University   2003 — 2005
Masters, Business Administration

Norwich University   1990 — 1995
BS, Economics

Kavita Miglani Kavita Miglani Greater New York City Area Details
Kavita Miglani's AXA Advisors Experience September 2008 - December 2008
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Speedpro Imaging  November 2011 - January 2013
Collabera  July 2010 - August 2011
Affiliated Appraisal Group   October 2009 - January 2010
The Conference Board  January 2009 - July 2009
Pace University  August 2007 - May 2009
WeBook  January 2009 - March 2009
AXA Advisors   September 2008 - December 2008
TV Guide Online  May 2008 - August 2008
Pace University  June 2007 - August 2007

Education
Pace University   2005 — 2009
BBA, Marketing, Advertising and Promotions

Patrick J. Modjeski Patrick J. Modjeski United States Details
Patrick J. Modjeski's AXA Advisors Experience August 2000 - April 2007
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife  August 2014 - Present
Seven Hills Financial Services, LLC   May 2007 - Present
Guardian Life Insurance  May 2007 - August 2014
AXA Advisors   August 2000 - April 2007
American TV  November 1995 - December 1999
Pepsi Cola General Bottlers  1993 - 1995

Skills
Financial Advisor..., Finanical Advisor..., Leadership, Recruiting, Wealth Management..., Estate Conservation..., Executive Bonus Programs, Qualified Retirement..., Investment Strategies, Retirement Income..., Business Succession..., Financial Services, Life Insurance, Long Term Care Insurance, MDRT, Disability Income..., Series 6, Series 7, Series 66, 401(k) Rollovers, Financial Advisory, Asset Allocation, Alternative Investments, Employee Benefits, Financial Planners, Retirement, Securities, Permanent Life Insurance, Whole Life, Universal Life Insurance, Term Life Insurance, Finance, 401(k) Retirement Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Defined Benefit, Pensions, Defined Contribution..., IRAs, Group Benefits, Asset Management, Wealth Management, Wealth Accumulation, Investment Advisory, Risk Management, Investments, Health Insurance, Critical Illness

Education
Northern Michigan University   1988 — 1993
Bachelor of Science (B.S.), Security Administration, Public Relations

Brown Deer High School   1984 — 1988

Sonny Rains CFP® Sonny Rains CFP® Jacksonville, North Carolina Area Details
Sonny Rains CFP®'s AXA Advisors Experience December 2004 - July 2007
Job Certified Financial Planner (TM) at Navy Federal Brokerage Services
Industry Financial Services
Experience
Navy Federal Credit Union  October 2011 - Present
Raymond James Financial Inc.  March 2009 - August 2011
AXA Advisors   December 2004 - July 2007

Skills
Retirement Planning, 401k, Home Equity Loans, Insurance, Finance, Life Insurance

Education
North Carolina State University   1995 — 2000
Bachelor of Arts, Communication

Sanderson High   1991 — 1995
Diploma

Nancy Beacham Nancy Beacham Dallas, Texas Details
Nancy Beacham's AXA Advisors Experience August 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   August 2014 - Present
Dallas Independent School District  August 2003 - August 2014

Skills
Financial Services, Retirement Planning, Life Insurance, Estate Planning, 403b Guidance, Risk Management, College Savings Plans, Qualified Retirement...

Education
Nova Southeastern University
Master of Technology (M.Tech.)

University of North Texas

Alan Green, CPA Alan Green, CPA Greater New York City Area Details
Alan Green, CPA's AXA Advisors Experience September 2002 - November 2006
Job CPA & Financial Consultant at Quint, Miller & Co.
Industry Financial Services
Experience
Alan Green, CPA   July 1987 - Present
AXA Advisors   September 2002 - November 2006
Pitney Bowes Management Services  October 1994 - August 1999
JWT  1985 - 1989

Skills
Accounting, Financial Planning, Investments, Small Business, Tax Preparation, Retirement Planning, Strategic Financial..., Financial Analysis, Estate Planning, Insurance, Mutual Funds, Asset Managment, Wealth Management, Financial Services, Financial Advisory, Securities, Portfolio Management, Tax, Asset Management, Finance, Budgets, Financial Modeling, Retirement, CPA, Due Diligence, Internal Audit, Risk Management, Management, Consulting

Education
Pace University   1980 — 1984
BBA, Public Accounting

Shanahan Lim Shanahan Lim San Francisco Bay Area Details
Shanahan Lim's AXA Advisors Experience May 2001 - March 2002
Job Initiative Officer, Silicon Valley Community Foundation
Industry Nonprofit Organization Management
Experience
Lim Trust   March 1998 - Present
Silicon Valley Community Foundation  April 2010 - March 2012
Bay Area Council  July 2005 - August 2008
Breast Cancer 3-Day Walks   2000 - 2004
Social Venture Network  June 2002 - August 2003
Axa Advisors   May 2001 - March 2002
California Asia Business Council  August 1999 - November 2000

Skills
Non-profits

Education
University of San Francisco   2003 — 2005
MNA, Nonprofit Management

Northwestern University   1994 — 1998
BA, Political Science, International Studies, Business Institutions

St. Francis High School

Brian Stigliano, CFP® Brian Stigliano, CFP® Greater New York City Area Details
Brian Stigliano, CFP®'s AXA Advisors Experience July 2005 - January 2006
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF  May 2014 - Present
TD Ameritrade  August 2008 - May 2014
Bank of America  May 2007 - August 2008
Wells Fargo  August 2006 - May 2007
Computershare  January 2006 - August 2006
AXA Advisors   July 2005 - January 2006

Skills
Portfolio Management, Banking, Investments, Financial Services, Relationship Management, Credit, Fixed Income, Risk Management, Finance, Business Planning, Investment Advisory, Management, Mortgage Lending, Series 7, Financial Analysis, Retirement Planning, Series 66, Uniform Combined State..., Financial Planning, Wealth Management, Mutual Funds, Securities, Asset Management, Equities, Asset Allocation, Alternative Investments, Investment Strategies

Education
NYU School of Professional Studies   2013 — 2014
Certificate in Financial Planning

The College of New Jersey   2001 — 2005
Bachelor of Science (B.S.), Business Management

Surya Talla Surya Talla Greater New York City Area Details
Surya Talla's AXA Advisors Experience September 2005 - November 2005
Job Senior Web Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  August 2014 - Present
TD Ameritrade Institutional  March 2012 - August 2014
Ally Financial Inc.  August 2011 - February 2012
Union Pacific Railroad  November 2007 - August 2011
EPL  November 2006 - July 2007
Federal Communications Commission  November 2005 - November 2006
AXA Advisors   September 2005 - November 2005
Humana  September 2004 - August 2005
University of Alabama at Birmingham  August 2002 - September 2004

Skills
JSP, Web Services, XML, J2EE, Java, SQL, JavaScript, Spring, Hibernate, jQuery, Linux, HTML, Unix, Struts, EJB, PL/SQL, AJAX, Software Development, SOA, CSS, Servlets, Tomcat, Subversion, MySQL, SOAP, JDBC, Sybase, Weblogic, Agile, ClearCase, Web Development, Websphere, PHP, Windows, DB2, C, C++, SQL Server, Maven, Dojo, JSF, Microsoft SQL Server, Java Enterprise Edition, JUnit, Ant, Design Patterns, JMS, Scrum, XSLT

Education
University of Alabama at Birmingham   2002 — 2004
Master of Science

Osmania University   1997 — 2001
Bachelor of Engineering

Katie Byrd Katie Byrd Birmingham, Alabama Area Details
Katie Byrd's AXA Advisors Experience April 2010 - February 2013
Job Executive Assistant at The University of Alabama at Birmingham
Industry Hospitality
Experience
The University of Alabama at Birmingham  February 2014 - Present
Conference Direct  April 2009 - June 2015
AXA Advisors   April 2010 - February 2013
Servidyne  April 2007 - November 2008
Servidyne Systems   April 2007 - November 2008
CIBA Vision Corporation  October 2006 - April 2007
Atlanta Convention & Visitors Bureau  November 2004 - October 2006
East Lake Golf Club  March 2003 - November 2004
Cox Enterprises  April 1992 - July 2002
The Ritz-Carlton Hotel Company LLC  1991 - 1992

Skills
Outlook 2010, Customer Service, Event Management, Sales, Outlook, Trade Shows, Meeting Planning, New Business Development, Public Speaking, CRM, Public Relations, Hotels, Account Management, Leadership, Marketing, Hospitality Management, Marketing Strategy, Budgets, Negotiation, Event Planning, Hospitality Industry, Contract Negotiation, Revenue Analysis, Business Development, Tourism, Hospitality, Management, Corporate Events, Marketing Communications, Convention Services, Incentives, Time Management, Sales Management, Food & Beverage, Resorts, Sales Process, Proposal Writing, Catering, Location Intelligence, Restaurants, Hotel Management

Education
Oglethorpe University   1995 — 2001
BA Liberal Studies, Communications

Matt Puetz Matt Puetz Bismarck, North Dakota Area Details
Matt Puetz's AXA Advisors Experience January 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   January 2009 - Present

Education
North Dakota State University   1982 — 1986

Ryan Kidd Ryan Kidd Phoenix, Arizona Area Details
Ryan Kidd's AXA Advisors Experience October 2005 - April 2014
Job Senior Partner Vantage Financial Associates, LLC
Industry Financial Services
Experience
Vantage Financial Associates, LLC   May 2014 - Present
AXA Advisors   October 2005 - April 2014
Palo Verde Nuclear Generating Station  August 1998 - December 2005
Arizona Public Service  1999 - 2005
LDS Church  May 1995 - May 1997

Skills
Project Planning, Retirement Planning, Management, Analysis, Retirement

Education
Wharton Certificate in Retirement Planning - University of Pennsylvania   2006 — 2006
Wharton Certificate, Retirement Planning

Ottawa University   2002 — 2004
M.A., Human Resources/Counseling

Western International University   1999 — 2001
B.S., Business Administration

DeerValley   1990 — 1994
High School Diploma

Ainsley Malcolm Ainsley Malcolm Greater New York City Area Details
Ainsley Malcolm's AXA Advisors Experience Senior Analyst Email SurveillanceAXA Equitable, LLC1996 - Present
Job SENIOR ANALYST at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   Senior Analyst Email SurveillanceAXA Equitable, LLC1996 - Present

Skills
Investments, Bloomberg, Financial Modeling, Financial Analysis, Equities

Education
Pace University

David Bazzoli David Bazzoli Columbus, Ohio Area Details
David Bazzoli's AXA Advisors Experience December 2007 - September 2009
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  December 2014 - Present
JPMorgan Chase  April 2011 - December 2014
Chase Investment Services Corp.  September 2009 - March 2011
AXA Advisors   December 2007 - September 2009
AXA Advisors   July 2007 - November 2007
The Financial Strategies Group, Inc.   January 2006 - May 2007
Indoor Environment Communications, LLC   April 2002 - December 2005

Skills
Financial Analysis, Investments, Portfolio Management, Series 7, Strategic Financial..., Mutual Funds, Analysis, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Management, Investment Strategies, Budgets, Program Management, Accounting, Access, Training, Trading, Securities, CRM, Negotiation, Compliance, Surveillance, Operational Risk

Education
The Ohio State University Fisher College of Business   1997 — 2001
Bachelors of Science, Finance

Ohio Wesleyan University   1996 — 1997

Columbus Academy   1992 — 1996

Jeff McNaughton, CFP, CPA Jeff McNaughton, CFP, CPA Dallas/Fort Worth Area Details
Jeff McNaughton, CFP, CPA's AXA Advisors Experience 1995 - Present
Job Retirement Planning Specialist, Qualified Plan Specialist and Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   1995 - Present

Skills
Retirement Planning

Education
Oklahoma State University   1978 — 1982
Bachelor os Science in Business Administration, Accounting

Alona W. Anspach, CFP®, CDFA Alona W. Anspach, CFP®, CDFA Greater Chicago Area Details
Alona W. Anspach, CFP®, CDFA's AXA Advisors Experience 2003 - 2011
Job Financial Consultant with a Focus on Wealth Management, Insurance, Divorcerelated Financial issues, Divorce Mediation
Industry Financial Services
Experience
Sheridan Road Financial  June 2011 - Present
CLII   2007 - Present
AXA Advisors   2003 - 2011

Skills
Divorce Planning, Wealth Management, Financial Analysis, Financial Planning

Education
Northwestern University - Kellogg School of Management   1978 — 1980
MBA in Finance and Accounting, Finance and Accounting

Washington University in St. Louis   1974 — 1977
BA in Arts and Science, Economics and Urban Studies

Kathryn Benton, PhD Kathryn Benton, PhD Alpharetta, Georgia Details
Kathryn Benton, PhD's AXA Advisors Experience September 2014 - Present
Job Sr. Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2014 - Present
PNC Investments  August 2013 - September 2014
IFS Securities  February 2012 - August 2013
AXA Advisors, Inc.   August 2009 - July 2011
Financial Design Associates  January 2008 - August 2009
Capital Bank/Capital Factors   1990 - 1992
First Untion Bank   1988 - 1990
Shearson Leahman Brothers   1986 - 1988

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning

Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences   2000 — 2005
PhD, Conflict Analysis and Resolution

Nova Southeastern University, Huizenga School of Business and Entrepreneurship   1989 — 1991
MBA, Business

University of Georgia, Terry College of Business   1978 — 1982
BBA/Marketing, Marketing

Sona Hamilton Sona Hamilton Greater Los Angeles Area Details
Sona Hamilton's AXA Advisors Experience 2005 - 2007
Job Corporate Legal Client Manager at LexisNexis
Industry Legal Services
Experience
LexisNexis  July 2013 - Present
LexisNexis  January 2008 - Present
Keenan and Associates  May 2007 - January 2008
AXA Advisors   2005 - 2007
Legislative Analysts Office  September 2000 - 2003
Sigma School   1997 - 1998
Japan Exchange and Teaching Program(me) (JET)   1994 - 1996

Skills
Japanese Language...

Education
University of Michigan   1998 — 2000
MPP, Public Policy

Northwestern University   1988 — 1992
BA, History

上智大学 / Sophia University   1990 — 1991
Japanese and East Asian Studies

St. Francis High School

Perry Dlugie Perry Dlugie Greater Chicago Area Details
Perry Dlugie's AXA Advisors Experience 1993 - 2002
Job Owner at On Point Tax and Financial Services, LLC
Industry Financial Services
Experience
On Point Tax and Financial Services, LLC   October 2008 - Present
Fifth Third Bank  April 2007 - March 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network  October 2005 - September 2007
AXA Advisors   1993 - 2002

Skills
Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Retirement Planning, Financial Analysis, Fixed Annuities

Education
Roosevelt University   1980 — 1982
Post graduate work toward a masters degree in marketing, Marketing

Northeastern Illinois University   1976 — 1982
post graduate, Business - Marketing

Derek O'Neil Derek O'Neil Syracuse, New York Area Details
Derek O'Neil's AXA Advisors Experience September 2015 - Present
Job Investment Advisor with AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2015 - Present

Skills
Leadership, Windows, Customer Service, Social Media, Management, Public Speaking, Project Management, Team Leadership, Microsoft Office, Program Management, Team Building, Business Development, Strategic Planning

Education
Northeastern University

State University of New York College at Cortland

Jesus Jaumot Jesus Jaumot Miami/Fort Lauderdale Area Details
Jesus Jaumot's AXA Advisors Experience April 2003 - June 2007
Job Director at FinanciaXpress
Industry Financial Services
Experience
FinanciaXpress   April 2010 - Present
FinanciaXpress.com   2010 - Present
AXA Advisors   April 2003 - June 2007

Education
Nova Southeastern University   2001 — 2002
MBA, International Business

Gayle Weed Gayle Weed Raleigh-Durham, North Carolina Area Details
Gayle Weed's AXA Advisors Experience September 2007 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   September 2007 - Present
Forest  1991 - 2009
Forest Pharmaceuticals Inc.  February 1991 - April 2007

Education
Ohio University   1984 — 1988
BBA, Marketing

Latrice Goodwine Latrice Goodwine Saginaw, Michigan Area Details
Latrice Goodwine's AXA Advisors Experience August 2013 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors   August 2013 - Present
Capital Access (City of Saginaw and Saginaw County Land Bank)   December 2010 - January 2014
ShoreBank Enterprise Detroit   May 2007 - November 2010

Skills
Community Development, Commercial Banking, Real Estate Development, Budget Monitoring

Education
Walsh College of Accountancy and Business Administration   2009 — 2011
Master of Business Administration (MBA), Strategic Leadership

Northwood University   2002 — 2004
Bachelor of Business Administration (BBA), Banking, Finance and Management

Saginaw High School

Saginaw High School

Kevin Wert Kevin Wert Cincinnati Area Details
Kevin Wert's AXA Advisors Experience July 2007 - April 2010
Job National Accounts Manager at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group  June 2012 - Present
Western & Southern Financial Group  April 2010 - June 2012
AXA Advisors   July 2007 - April 2010

Education
Ohio University   1994 — 1998
BS, Sport Industry/Business Adm

Joshua Bruton Joshua Bruton Dallas/Fort Worth Area Details
Joshua Bruton's AXA Advisors Experience January 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   January 2009 - Present
Republic Title  January 2007 - July 2007

Education
Oklahoma State University   2003 — 2008
B.A., Accounting & Finance

Plano East Senior High   1990 — 2002

Jason Minnella Jason Minnella Greater New York City Area Details
Jason Minnella's AXA Advisors Experience 2010 - Present
Job Employee Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA US  June 2015 - Present
Benefit Managers LLC   January 2012 - Present
AXA Advisors   2010 - Present
AXA Advisors   June 2009 - Present
AXA Advisors   June 2009 - June 2010
Sensus Group   January 2008 - June 2009
Ameriprise Financial Services, Inc.   August 2007 - January 2008

Skills
Personal Financial..., Employee Benefits, Employee Benefits Design, Executive Compensation..., Retirement Planning, Voluntary Employee..., Deferred Compensation, Non-Qualified Deferred..., Life Insurance, Fixed Annuities, Variable Annuities, Health Insurance, Healthcare Industry, Retirement, Disability Insurance, 401k, Defined Benefit, Long Term Care Insurance, Series 63

Education
Pace University   2006 — 2011
Bachelor of Business Administration (BBA), Finance

Pace University - Lubin School of Business   2006 — 2011
Bachelor of Business Administration (BBA)

Michael E. Cantieri Michael E. Cantieri Greater Chicago Area Details
Michael E. Cantieri's AXA Advisors Experience November 2005 - February 2007
Job Manufacturers Representative at Jack Smith and Associates
Industry Furniture
Experience
Jack Smith and Associates   June 2010 - Present
AXA Advisors   November 2005 - February 2007
Catholic Knights  January 2002 - November 2005
A.G. Edwards   September 2000 - January 2002
Chicago Office   October 1995 - September 2000
State Farm Insurance  November 1989 - October 1995
Fellowes Manufacturing  June 1984 - October 1989
3M  June 1980 - June 1984

Education
Northern Illinois University   1977 — 1980
Bachelor of Science, Marketing

Mark Staddler Mark Staddler Bradenton, Florida Details
Mark Staddler's AXA Advisors Experience May 2005 - June 2007
Job Store Manager at Marshalls
Industry Retail
Experience
Kmart Corporation  March 2008 - July 2011
Fidelity Investments  July 2007 - December 2007
AXA Advisors   May 2005 - June 2007
Marshalls  August 1986 - May 2004
Marshall's  August 1986 - January 2004

Skills
Human Resources, Inventory Management, Leadership, Retail, Merchandising, Profit, Strategy, Coaching, Time Management, Marketing, Customer Service, Hiring, Sales, Inventory Control, P&L

Education
Northeastern Illinois University   1986 — 1990
B.A, Business Administration

Elk Grove Village High

Elk Grove Village High

Susan Hurschman, JD, ChFC Susan Hurschman, JD, ChFC Fort Lauderdale, Florida Details
Susan Hurschman, JD, ChFC's AXA Advisors Experience September 1993 - February 2011
Job Financial Advisor at OneCambridge, LLC.
Industry Financial Services
Experience
OneCambridge, LLC   March 2011 - Present
AXA Advisors   September 1993 - February 2011

Education
Northwestern University
Bachelor of Science (BS), Speech Education

The John Marshall Law School
Doctor of Law (JD), Law

James Pilat James Pilat Greater Detroit Area Details
James Pilat's AXA Advisors Experience October 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   October 2013 - Present
Lippincott Williams and Wilkins  January 2000 - Present

Skills
Investment Advisory..., Insurance Planning, Retirement Planning, Estate Planning...

Education
Olivet Nazarene University   1993 — 1997
Bachelor of Arts (BA), Business Administration, Management & Marketing, 3.43

James Deming James Deming Tulsa, Oklahoma Area Details
James Deming's AXA Advisors Experience January 2002 - July 2003
Job Relationship Manager at MetLife
Industry Insurance
Experience
MetLife  July 2015 - Present
Shadow Mountain Honey Company   January 2013 - Present
MetLife  January 2007 - July 2015
MetLife  January 2006 - January 2007
AXA Advisors   January 2002 - July 2003

Skills
Insurance, Relationship Management, Life Insurance, Disability Insurance, Account Management, Mutual Funds, Brokers, Fixed Annuities, Sales, General Insurance, Marketing, Retirement, Management, Variable Annuities, Training, Investments, Financial Services

Education
Oklahoma State University   1999 — 2001
BS Business Administration, Marketing, International Business

Northeastern State University   1996 — 1998
Business Administration, Marketing

Carol Rodgers-Rivir, CFP® Carol Rodgers-Rivir, CFP® Cincinnati Area Details
Carol Rodgers-Rivir, CFP®'s AXA Advisors Experience November 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
AXA Advisors   November 2012 - Present
Huff Realty  October 2005 - Present
VALIC  December 2005 - October 2012
J.P. Morgan   June 2003 - August 2005
Merrill Lynch  March 2000 - June 2003

Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning

Education
Thomas More College   1998 — 2000
Masters, Business Administration

Northern Kentucky University   1989 — 1994
BS, Marketing

Jonathan Waterman Jonathan Waterman Raleigh-Durham, North Carolina Area Details
Jonathan Waterman's AXA Advisors Experience February 2003 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors   February 2003 - Present

Skills
Retirement Planning, Retirement, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Mutual Funds, Portfolio Management, Securities, Financial Services, Fixed Annuities

Education
North Carolina State University - College of Management   1997 — 2002
Management, Finance

Christopher Koclanes Christopher Koclanes Greater New York City Area Details
Christopher Koclanes's AXA Advisors Experience January 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors   January 2011 - Present
Insurance Consultants of Virginia   May 2010 - July 2010
RP Promotions   May 2009 - June 2009

Education
Old Dominion University   2007 — 2010
BSBA, Finance

Randy Rai Randy Rai Greater Chicago Area Details
Randy Rai's AXA Advisors Experience 1999 - 2001
Job Internal Consultant at Good Harbor Financial, LLC
Industry Investment Management
Experience
Good Harbor Financial, LLC  July 2013 - Present
The Cary Company  April 2010 - Present
Diya Candle Shop   January 2004 - March 2010
LaSalle Financial Services  2001 - 2003
AXA Advisors   1999 - 2001
American Express  1998 - 1999

Skills
Sales Management, Microsoft Office, Customer Service, New Business Development, Courses in sales..., Sales

Education
Northern Illinois University
Bachelor of Arts (B.A.) / Minor, Political Science and Government / Business Administration

Kay Work Kay Work Greater Nashville Area Details
Kay Work's AXA Advisors Experience May 2000 - March 2005
Job Corporate Compliance Risk Consultant at Caterpillar Financial Services Corporation
Industry Financial Services
Experience
Caterpillar Financial  March 2005 - Present
Caterpillar Financial Services Corporation  March 2005 - Present
AXA Advisors   May 2000 - March 2005

Skills
Compliance, Process Improvement, Credit, Financial Analysis, Six Sigma, Team Building, Team Leadership, Microsoft Word, Accounting, Portfolio Management, Project Management, Credit Risk, Financial Modeling, Training, Risk Management, Analysis, Data Analysis, Credit Analysis, Cross-functional Team..., Business Analysis, Banking, Change Management, Business Process..., Insurance, Leadership, Forecasting

Education
Nashville School of Law   1994 — 1998
J.D., Law

Ouachita Baptist University   1979 — 1983
Business Administration and Management, General

Mansi Pandya Mansi Pandya Greater New York City Area Details
Mansi Pandya's AXA Advisors Experience June 2012 - August 2012
Job Associate Planner at The Jones Group Inc.
Industry Higher Education
Experience
The Jones Group Inc.  August 2013 - Present
Macy's  June 2013 - August 2013
John Varvatos Enterprises  January 2013 - May 2013
Pace University  September 2009 - May 2013
IMA  2012 - 2013
AXA Advisors   June 2012 - August 2012
UBS  September 2011 - December 2011
Merrill Lynch  2008 - 2009

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Great communications..., Gujarati, Morningstar, Outlook, Simmons Choices 3, Cultural Awareness

Education
Pace University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Bergen Tech

F. Gibbons Sloan F. Gibbons Sloan Richmond, Virginia Area Details
F. Gibbons Sloan's AXA Advisors Experience December 1999 - January 2010
Job Accredited Investment Fiduciary, Investment Advisory Representative & Financial Services Rep.
Industry Financial Services
Experience
Chancery Advisory Concepts, an Office of MetLife   January 2010 - Present
AXA Advisors   December 1999 - January 2010

Skills
Retirement, Securities, Financial Services, Investment Advisory, Finance, FINRA, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Mutual Funds, 401k Plans, Pension Plans

Education
Wharton School, University of Pennsylvania   2006 — 2009
Certificate, Retirement Planning

North Carolina State University   1987 — 1992
BA, Political Science with Concentration in Law and Philosophy of Law

Jack M. Miceli, CRC Jack M. Miceli, CRC Greater Detroit Area Details
Jack M. Miceli, CRC's AXA Advisors Experience August 2010 - October 2012
Job Registered Representative of GWN Securities at Merillat Financial Group
Industry Financial Services
Experience
Registered Representative of GWN Securities   October 2012 - Present
AXA Advisors   August 2010 - October 2012

Education
Walsh College of Accountancy and Business Administration   1997 — 1999

Northern Michigan University   1988 — 1992
B.S.

John Hillgard John Hillgard Greater Chicago Area Details
John Hillgard's AXA Advisors Experience August 2011 - August 2012
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors   August 2011 - August 2012

Education
Northwestern University   2007 — 2011
Bachelor of Science (BS), Economics

Elena Svintsova Elena Svintsova Greater New York City Area Details
Elena Svintsova's AXA Advisors Experience April 2013 - August 2013
Job Graduate Assistant at Pace University
Industry Investment Banking
Experience
AXA Advisors   April 2013 - August 2013
Bank Snezhinskiy   June 2009 - June 2010
Bank Snezhinskiy   June 2008 - June 2009

Education
Pace University - Lubin School of Business   2015 — 2017
Master's degree, Accounting

Brooklyn College - CUNY   2012 — 2014
Bachelor of Science, Business, Mgmt. & Finance, 3.88

South Ural State University (SUSU)   2005 — 2010
B.S., M.S., Economics (Emphasis on Real Estate Transactions)

Pace University

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