AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Albert A Seraydar Albert A Seraydar's AXA Advisors Experience January 2014 - March 2015
Job Vice President / Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC March 2015 - Present
AXA Advisors January 2014 - March 2015
School Board of Broward County October 2003 - December 2013
Self-Employed July 2001 - October 2003
Reed Business Information March 1998 - June 2001
The New York Times November 1994 - March 1998
Deloitte &Touche July 1992 - November 1994
Citicorp / Citibank August 1985 - August 1990
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1992
Master of Business Administration (M.B.A.), Accounting / Economics, 3.95 / 4.0
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing / Finance, 3.83 / 4.0
J.P. Morgan Securities LLC March 2015 - Present
AXA Advisors January 2014 - March 2015
School Board of Broward County October 2003 - December 2013
Self-Employed July 2001 - October 2003
Reed Business Information March 1998 - June 2001
The New York Times November 1994 - March 1998
Deloitte &Touche July 1992 - November 1994
Citicorp / Citibank August 1985 - August 1990
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1992
Master of Business Administration (M.B.A.), Accounting / Economics, 3.95 / 4.0
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing / Finance, 3.83 / 4.0
Bryan Anthony Braud Jr. Bryan Anthony Braud Jr.'s AXA Advisors Experience September 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Red Lobster October 2006 - June 2014
AXA Advisors May 2011 - August 2011
Publix September 2003 - October 2006
Skills
Retirement Planning, Customer Service, Insurance Planning..., Client Education, Risk Management, Financial Services, Tax-Deferred Investment..., Pension Distribution..., Highly Organized, Defining Needs, Detailed, Team Player, Work Well Under Pressure, Public Speaking, Leader Qualifications, Computer Literate, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Planning, Family Protection..., Retirement, Insurance
Education
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, General, 3.9 GPA
Palm Beach Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
AXA Advisors September 2012 - Present
Red Lobster October 2006 - June 2014
AXA Advisors May 2011 - August 2011
Publix September 2003 - October 2006
Skills
Retirement Planning, Customer Service, Insurance Planning..., Client Education, Risk Management, Financial Services, Tax-Deferred Investment..., Pension Distribution..., Highly Organized, Defining Needs, Detailed, Team Player, Work Well Under Pressure, Public Speaking, Leader Qualifications, Computer Literate, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Planning, Family Protection..., Retirement, Insurance
Education
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, General, 3.9 GPA
Palm Beach Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Aaron D. Palmer Aaron D. Palmer's AXA Advisors Experience 2004 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2004 - Present
Skills
Retirement Planning, Insurance Planning, Client Education, Wealth Management, Investment Planning, Long-term Care planning...
Education
Pacific Lutheran University 2001 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Tacoma Community College 1999 — 2001
AXA Advisors 2004 - Present
Skills
Retirement Planning, Insurance Planning, Client Education, Wealth Management, Investment Planning, Long-term Care planning...
Education
Pacific Lutheran University 2001 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Tacoma Community College 1999 — 2001
Lashay White Lashay White's AXA Advisors Experience October 2013 - March 2014
Job Network Development Specialist at MedRisk Inc.
Industry Human Resources
Experience
MedRisk Inc. April 2014 - Present
AXA Advisors October 2013 - March 2014
PHEAA November 2007 - August 2013
AHEDD May 2011 - July 2011
VP Marketing Group September 2006 - September 2007
Skills
HR recruiting..., Advanced knowledge of..., Distinguished..., Team Player, well..., Proficient with..., Highly motivated,..., High Performance..., Technical recruiting..., Distinguished written..., Team Player well..., Performance Management, Employee Relations, Training, Human Resources, Recruiting, Interviews, Leadership, New Hire Orientations, Temporary Placement, Sourcing, Hiring
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Organization Development and Leadership, 3.77
Penn State University 2009 — 2011
Bachelor of Science (BS), Psychology
MedRisk Inc. April 2014 - Present
AXA Advisors October 2013 - March 2014
PHEAA November 2007 - August 2013
AHEDD May 2011 - July 2011
VP Marketing Group September 2006 - September 2007
Skills
HR recruiting..., Advanced knowledge of..., Distinguished..., Team Player, well..., Proficient with..., Highly motivated,..., High Performance..., Technical recruiting..., Distinguished written..., Team Player well..., Performance Management, Employee Relations, Training, Human Resources, Recruiting, Interviews, Leadership, New Hire Orientations, Temporary Placement, Sourcing, Hiring
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Organization Development and Leadership, 3.77
Penn State University 2009 — 2011
Bachelor of Science (BS), Psychology
Marcellus Davis Marcellus Davis's AXA Advisors Experience August 2009 - August 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Victoria Ruiz Victoria Ruiz's AXA Advisors Experience April 2007 - February 2009
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2009 - Present
AXA Advisors April 2007 - February 2009
Energy Frontiers Partners, LP May 2004 - April 2007
Education
Texas Christian University 2003 — 2006
BBA, International Business, Spanish
Texas Christian University - M.J. Neeley School of Business 2003 — 2006
Pontificia Universidad Católica de Valparaíso
Spanish
JPMorgan Chase April 2009 - Present
AXA Advisors April 2007 - February 2009
Energy Frontiers Partners, LP May 2004 - April 2007
Education
Texas Christian University 2003 — 2006
BBA, International Business, Spanish
Texas Christian University - M.J. Neeley School of Business 2003 — 2006
Pontificia Universidad Católica de Valparaíso
Spanish
Brandon Coppa Brandon Coppa's AXA Advisors Experience 2008 - 2009
Job Complex Operations Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2015 - Present
RBC Wealth Management 2013 - 2014
Collateral Risk Solutions 2009 - 2012
AXA Advisors 2008 - 2009
Pension Architects 2006 - 2007
PrimeVest Financial Services May 2005 - August 2005
Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales
Education
Pepperdine University 2003 — 2007
Bachelor of Science (B.S.), Business Administration
RBC Wealth Management 2015 - Present
RBC Wealth Management 2013 - 2014
Collateral Risk Solutions 2009 - 2012
AXA Advisors 2008 - 2009
Pension Architects 2006 - 2007
PrimeVest Financial Services May 2005 - August 2005
Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales
Education
Pepperdine University 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Jonathan Bebe Jonathan Bebe's AXA Advisors Experience June 2015 - Present
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Athletic and Outdoor Companies May 2002 - Present
Q6 Talent Management January 1994 - Present
MassMutual Oregon November 2014 - June 2015
BEing Productions July 2011 - June 2015
YaY Wallet February 2014 - January 2015
A Balanced Evolution August 2009 - September 2014
Yamhill County adult mental health January 2005 - October 2006
SALEM-KEIZER PUBLIC SCHOOL DISTRICT January 1997 - January 1998
Oregon State Fair May 1993 - September 1993
Skills
Public Speaking, Marketing, Leadership, Coaching, Financial Services, Wealth Management, Business Strategy, Income Protection, Wealth Management..., Asset Management, Small Business..., Financial Risk..., Small Business..., College Education..., Retirement Planning, Small Business...
Education
Portland State University 2005 — 2007
M.S., Counseling
Willamette University 1995 — 1997
B.S., Psychology
North Salem
AXA Advisors June 2015 - Present
Athletic and Outdoor Companies May 2002 - Present
Q6 Talent Management January 1994 - Present
MassMutual Oregon November 2014 - June 2015
BEing Productions July 2011 - June 2015
YaY Wallet February 2014 - January 2015
A Balanced Evolution August 2009 - September 2014
Yamhill County adult mental health January 2005 - October 2006
SALEM-KEIZER PUBLIC SCHOOL DISTRICT January 1997 - January 1998
Oregon State Fair May 1993 - September 1993
Skills
Public Speaking, Marketing, Leadership, Coaching, Financial Services, Wealth Management, Business Strategy, Income Protection, Wealth Management..., Asset Management, Small Business..., Financial Risk..., Small Business..., College Education..., Retirement Planning, Small Business...
Education
Portland State University 2005 — 2007
M.S., Counseling
Willamette University 1995 — 1997
B.S., Psychology
North Salem
Steve Siders, CFP® Steve Siders, CFP®'s AXA Advisors Experience 2000 - 2003
Job Partner, Odyssey Personal Financial Advisors
Industry Financial Services
Experience
Odyssey Personal Financial Advisors 2003 - Present
AXA Advisors 2000 - 2003
Graphics Packing International (previously Riverwood International) 1995 - 2000
Manugistics 1992 - 1995
Skills
Wealth Management, Retirement Planning, Investment Management, Financial Planning
Education
Penn State University 1987 — 1991
BS, Supply Chain Management
Odyssey Personal Financial Advisors 2003 - Present
AXA Advisors 2000 - 2003
Graphics Packing International (previously Riverwood International) 1995 - 2000
Manugistics 1992 - 1995
Skills
Wealth Management, Retirement Planning, Investment Management, Financial Planning
Education
Penn State University 1987 — 1991
BS, Supply Chain Management
Ryan Snefsky Ryan Snefsky's AXA Advisors Experience April 2003 - May 2005
Job Founder and Author of The Snefsky Report | Financial Educator | Speaker | Open Networker
Industry Financial Services
Experience
The Snefsky Report January 2015 - Present
(Independent) January 2014 - Present
Capital Ingenuity Corporation July 2005 - December 2012
Snefsky Technologies January 1998 - June 2005
AXA Advisors April 2003 - May 2005
Hefren-Tillotson, Inc. May 2000 - August 2000
Education
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Financial Planning and Counseling
Mt. Lebanon High School 1993 — 1997
The Snefsky Report January 2015 - Present
(Independent) January 2014 - Present
Capital Ingenuity Corporation July 2005 - December 2012
Snefsky Technologies January 1998 - June 2005
AXA Advisors April 2003 - May 2005
Hefren-Tillotson, Inc. May 2000 - August 2000
Education
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Financial Planning and Counseling
Mt. Lebanon High School 1993 — 1997
Joseph Muller Joseph Muller's AXA Advisors Experience February 2004 - January 2006
Job Client Manager for BP Oil Spill Claims at Florida Asset Law;Passive Owner at JMM Laundry Ventures LLC
Industry Law Practice
Experience
JMM Laundry Ventures LLC March 2009 - Present
Merrill Lynch August 2012 - May 2013
Salvatore Ferragamo via Charles Russo Inc April 2010 - September 2012
. January 2007 - August 2012
AXA Advisors February 2004 - January 2006
TD May 2000 - January 2002
Skills
Retirement, Wealth Management, Retirement Planning, Investments, Portfolio Management, Project Management, Sales, Real Estate, Real Estate Development, Commercial Real Estate, Commercial Banking, Private Equity, Laundromats, Business Strategy, Business Analysis, Multi-family Investment..., Sales Management, Building Strong..., Construction Management, Luxury Retail..., AIA Documents, Commercial Real Estate..., Property Management, Landlord-Tenant, Lease Negotiations, Life Insurance, New Business Development, Budgets, Insurance, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1999 — 2001
JMM Laundry Ventures LLC March 2009 - Present
Merrill Lynch August 2012 - May 2013
Salvatore Ferragamo via Charles Russo Inc April 2010 - September 2012
. January 2007 - August 2012
AXA Advisors February 2004 - January 2006
TD May 2000 - January 2002
Skills
Retirement, Wealth Management, Retirement Planning, Investments, Portfolio Management, Project Management, Sales, Real Estate, Real Estate Development, Commercial Real Estate, Commercial Banking, Private Equity, Laundromats, Business Strategy, Business Analysis, Multi-family Investment..., Sales Management, Building Strong..., Construction Management, Luxury Retail..., AIA Documents, Commercial Real Estate..., Property Management, Landlord-Tenant, Lease Negotiations, Life Insurance, New Business Development, Budgets, Insurance, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1999 — 2001
Brad Propst's AXA Advisors Experience June 2005 - June 2006
Job Field Consulting Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF August 2006 - Present
AXA Advisors June 2005 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Series 63, Life Insurance, Financial Services, Retirement, Asset Managment, IRAs, Portfolio Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Advisory, Equities, 401k, Securities, Wealth, Insurance, Financial Advisory, Finance, Uniform Combined State..., Investment Strategies, Strategic Financial..., Financial Planning
Education
University of North Carolina at Charlotte 2003 — 2005
Finance, Business Management
Pfeiffer University 2000 — 2002
Business Management, Finance
TIAA-CREF January 2014 - Present
TIAA-CREF August 2006 - Present
AXA Advisors June 2005 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Series 63, Life Insurance, Financial Services, Retirement, Asset Managment, IRAs, Portfolio Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Advisory, Equities, 401k, Securities, Wealth, Insurance, Financial Advisory, Finance, Uniform Combined State..., Investment Strategies, Strategic Financial..., Financial Planning
Education
University of North Carolina at Charlotte 2003 — 2005
Finance, Business Management
Pfeiffer University 2000 — 2002
Business Management, Finance
Andrii Taranukha's AXA Advisors Experience February 2013 - June 2013
Job Asset Management Summer Analyst
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Fidelity Investments September 2013 - June 2014
Dumbo Moving and Storage, Inc. June 2013 - September 2013
AXA Advisors February 2013 - June 2013
Union Settlement Association January 2013 - April 2013
Golden Networking December 2012 - February 2013
BNP Paribas June 2009 - August 2011
ING November 2008 - April 2009
Skills
Banking, Finance, Teamwork, Economics, Credit, SPSS, C++, Credit Risk, Microsoft Excel, Corporate Finance, Financial Analysis, C, Retail Banking, Cold Calling, Financial Statement..., Insurance, Financial Services, Investment Banking, Analysis, Fixed Income, Equity Research, Derivatives, Portfolio Management, Alternative Investments, R, Risk Management, Financial Econometrics, Financial Modeling, Financial Markets
Education
Queens College 2014 — 2016
Master's Degree, Risk Management, 3.6/4
CFA Institute
2016 Level 2 Candidate in the CFA Program, Investments and Securities
State University of Finance and Foreign Trade 2004 — 2009
Bachelor, Finance, 4.8/5
Credit Suisse June 2015 - Present
Fidelity Investments September 2013 - June 2014
Dumbo Moving and Storage, Inc. June 2013 - September 2013
AXA Advisors February 2013 - June 2013
Union Settlement Association January 2013 - April 2013
Golden Networking December 2012 - February 2013
BNP Paribas June 2009 - August 2011
ING November 2008 - April 2009
Skills
Banking, Finance, Teamwork, Economics, Credit, SPSS, C++, Credit Risk, Microsoft Excel, Corporate Finance, Financial Analysis, C, Retail Banking, Cold Calling, Financial Statement..., Insurance, Financial Services, Investment Banking, Analysis, Fixed Income, Equity Research, Derivatives, Portfolio Management, Alternative Investments, R, Risk Management, Financial Econometrics, Financial Modeling, Financial Markets
Education
Queens College 2014 — 2016
Master's Degree, Risk Management, 3.6/4
CFA Institute
2016 Level 2 Candidate in the CFA Program, Investments and Securities
State University of Finance and Foreign Trade 2004 — 2009
Bachelor, Finance, 4.8/5
Bang Phan Bang Phan's AXA Advisors Experience May 2014 - August 2014
Job Financial Advisor
Industry Financial Services
Experience
Prudential Financial September 2014 - November 2014
AXA Advisors May 2014 - August 2014
Asset-Map, LLC. 2014 - 2014
Paramount Pictures January 2010 - May 2010
Grifols August 2005 - January 2010
Skills
Investment suitability..., Investment strategies, Analytics, Research
Education
University of Southern California 2010 — 2013
Bachelor's Degree, Financial Analysis, Accounting Information System
Pasadena City College 2003 — 2005
Honor Program - Transfer Program
Prudential Financial September 2014 - November 2014
AXA Advisors May 2014 - August 2014
Asset-Map, LLC. 2014 - 2014
Paramount Pictures January 2010 - May 2010
Grifols August 2005 - January 2010
Skills
Investment suitability..., Investment strategies, Analytics, Research
Education
University of Southern California 2010 — 2013
Bachelor's Degree, Financial Analysis, Accounting Information System
Pasadena City College 2003 — 2005
Honor Program - Transfer Program
Duncan Sandlin Duncan Sandlin's AXA Advisors Experience April 2014 - April 2015
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
Axa Advisors April 2014 - April 2015
Finacial Consultant / Investigative Research 2012 - 2014
Empirical Wealth Management 2011 - 2012
First Investors 2010 - 2010
Honolulu Police Department 2008 - 2009
Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning
Education
University of Portland 2013 — 2014
Masters of Science in Finance
University of Portland 2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning
Portland State University 1999 — 2008
Portland State University 1999 — 2004
Bachelors, Liberal Science
Axa Advisors April 2014 - April 2015
Finacial Consultant / Investigative Research 2012 - 2014
Empirical Wealth Management 2011 - 2012
First Investors 2010 - 2010
Honolulu Police Department 2008 - 2009
Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning
Education
University of Portland 2013 — 2014
Masters of Science in Finance
University of Portland 2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning
Portland State University 1999 — 2008
Portland State University 1999 — 2004
Bachelors, Liberal Science
Ciprian 'Chip' Stan, Ph.D.'s AXA Advisors Experience May 2007 - December 2007
Job
Industry Education Management
Experience
University of Texas at Dallas June 2009 - August 2013
Independent January 2008 - July 2009
AXA Advisors May 2007 - December 2007
Profi Rom Food January 2003 - September 2003
Profi Rom Food srl Timisoara 2003 - 2003
Cable America July 1999 - November 2002
CRD Group May 1998 - June 1999
Skills
Marketing Strategy, Project Management, Entrepreneurship, Management, Business Strategy, International Business, Strategic Planning, Business Planning, Research, Strategy, Data Analysis, Teaching, Higher Education, Analytics, Microsoft Excel, Public Speaking
Education
The University of Texas at Dallas 2009 — 2013
Doctor of Philosophy (PhD), International Management and Strategy
The University of Texas at Dallas 2005 — 2006
MBA, Marketing
Palm Beach Atlantic University 1995 — 1997
BS, Business Administration / Marketing
Colegiul Andrei Muresanu 1988 — 1991
Mathematics
University of Texas at Dallas June 2009 - August 2013
Independent January 2008 - July 2009
AXA Advisors May 2007 - December 2007
Profi Rom Food January 2003 - September 2003
Profi Rom Food srl Timisoara 2003 - 2003
Cable America July 1999 - November 2002
CRD Group May 1998 - June 1999
Skills
Marketing Strategy, Project Management, Entrepreneurship, Management, Business Strategy, International Business, Strategic Planning, Business Planning, Research, Strategy, Data Analysis, Teaching, Higher Education, Analytics, Microsoft Excel, Public Speaking
Education
The University of Texas at Dallas 2009 — 2013
Doctor of Philosophy (PhD), International Management and Strategy
The University of Texas at Dallas 2005 — 2006
MBA, Marketing
Palm Beach Atlantic University 1995 — 1997
BS, Business Administration / Marketing
Colegiul Andrei Muresanu 1988 — 1991
Mathematics
Oliver Yi Oliver Yi's AXA Advisors Experience September 2014 - November 2014
Job Financial Representative Intern at Northwestern Mutual
Industry Real Estate
Experience
Northwestern Mutual January 2015 - April 2015
AXA Advisors September 2014 - November 2014
Cinema Makeup School June 2013 - August 2013
Skills
Integrated Marketing, Marketing Strategy, Finance, Social Networking, Microsoft Office
Education
Pepperdine University 2012 — 2016
Bachelor of Science (BS), International Business
Beverly Hills High School 2008 — 2012
Northwestern Mutual January 2015 - April 2015
AXA Advisors September 2014 - November 2014
Cinema Makeup School June 2013 - August 2013
Skills
Integrated Marketing, Marketing Strategy, Finance, Social Networking, Microsoft Office
Education
Pepperdine University 2012 — 2016
Bachelor of Science (BS), International Business
Beverly Hills High School 2008 — 2012
Luke Hagler's AXA Advisors Experience July 2007 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2007 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Quinnipiac University 2003 — 2007
Bachelor's degree, Entrepreneurial and Small Business Operations
AXA Advisors July 2007 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist
Quinnipiac University 2003 — 2007
Bachelor's degree, Entrepreneurial and Small Business Operations
Justin Schreiber Justin Schreiber's AXA Advisors Experience May 2013 - March 2015
Job Internal Sales at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC March 2015 - Present
AXA Advisors May 2013 - March 2015
AXA Advisors July 2010 - May 2013
AXA Advisors June 2009 - August 2009
Island Oasis June 2005 - August 2008
Skills
Marketing, Sales, Management, Investments, Analysis, Financial Services, Financial Analysis, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Social Media, Project Management
Education
Penn State University 2006 — 2010
B.S., Marketing, International Business
Smeal College of Business 2006 — 2010
B.S., Marketing, International Business
Universidad Pablo de Olavide 2009 — 2009
International Business
Carey Financial, LLC March 2015 - Present
AXA Advisors May 2013 - March 2015
AXA Advisors July 2010 - May 2013
AXA Advisors June 2009 - August 2009
Island Oasis June 2005 - August 2008
Skills
Marketing, Sales, Management, Investments, Analysis, Financial Services, Financial Analysis, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Social Media, Project Management
Education
Penn State University 2006 — 2010
B.S., Marketing, International Business
Smeal College of Business 2006 — 2010
B.S., Marketing, International Business
Universidad Pablo de Olavide 2009 — 2009
International Business
Christopher Bunsa's AXA Advisors Experience June 2013 - August 2013
Job Summer Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
The Brothers Moon June 2011 - June 2014
AXA Advisors June 2013 - August 2013
Skills
Communication, Time Management, Salesforce.com, Morningstar, Outlook, Customer Service, Microsoft Office, BAT
Education
Providence College 2012 — 2016
Fidelity Investments June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
The Brothers Moon June 2011 - June 2014
AXA Advisors June 2013 - August 2013
Skills
Communication, Time Management, Salesforce.com, Morningstar, Outlook, Customer Service, Microsoft Office, BAT
Education
Providence College 2012 — 2016
Rob Pimentel Rob Pimentel's AXA Advisors Experience June 2012 - July 2012
Job Transportation Data Analyst at Starbucks
Industry Information Technology and Services
Experience
Starbucks July 2014 - Present
Starbucks July 2013 - July 2014
Amazon August 2012 - July 2013
AXA Advisors June 2012 - July 2012
Massachusetts Department of Public Health August 2009 - March 2012
Pacific Lutheran University November 2008 - May 2009
Pacific Lutheran University February 2008 - May 2008
Skills
Research, Management, Integration, Databases, Data Analysis, Employee Training, Data Entry, Networking, Microsoft Office, Analysis, Nonprofits, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Television, Video
Education
Pacific Lutheran University 2006 — 2009
Bachelor's Degree, Political Science, History (minor)
Starbucks July 2014 - Present
Starbucks July 2013 - July 2014
Amazon August 2012 - July 2013
AXA Advisors June 2012 - July 2012
Massachusetts Department of Public Health August 2009 - March 2012
Pacific Lutheran University November 2008 - May 2009
Pacific Lutheran University February 2008 - May 2008
Skills
Research, Management, Integration, Databases, Data Analysis, Employee Training, Data Entry, Networking, Microsoft Office, Analysis, Nonprofits, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Television, Video
Education
Pacific Lutheran University 2006 — 2009
Bachelor's Degree, Political Science, History (minor)
Eric Balsim Eric Balsim's AXA Advisors Experience June 2013 - August 2013
Job MBA at Pepperdine University
Industry Financial Services
Experience
PwC September 2014 - Present
Convergence Capital Partners October 2012 - September 2014
AXA Advisors June 2013 - August 2013
MCR, LLC July 2009 - September 2009
Skills
Referrals, Asset Management, Due Diligence, Real Estate, Finance, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Portfolio Management, Financial Analysis, Loans, Strategic Financial..., Entrepreneurship, Strategy, Investments, Market Analysis, Management Consulting, Real Estate Economics, Analysis, Valuation, Financial Accounting, Accounting
Education
Pepperdine University 2012 — 2014
Master of Business Administration (MBA), Applied and Qantitative Finance
UCSD 2006 — 2010
Bachelor of Arts (B.A.), Economics Emphasis in Math
PwC September 2014 - Present
Convergence Capital Partners October 2012 - September 2014
AXA Advisors June 2013 - August 2013
MCR, LLC July 2009 - September 2009
Skills
Referrals, Asset Management, Due Diligence, Real Estate, Finance, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Portfolio Management, Financial Analysis, Loans, Strategic Financial..., Entrepreneurship, Strategy, Investments, Market Analysis, Management Consulting, Real Estate Economics, Analysis, Valuation, Financial Accounting, Accounting
Education
Pepperdine University 2012 — 2014
Master of Business Administration (MBA), Applied and Qantitative Finance
UCSD 2006 — 2010
Bachelor of Arts (B.A.), Economics Emphasis in Math
Deborah Park Deborah Park's AXA Advisors Experience May 2011 - July 2011
Job Data Analyst at KW/Samsung
Industry Consumer Electronics
Experience
KW/Samsung March 2015 - Present
Prometheus Springs May 2013 - September 2013
Chipotle Mexican Grill October 2012 - August 2013
Exxel Express June 2012 - August 2012
Pepperdine University October 2011 - December 2011
AXA Advisors May 2011 - July 2011
Skills
Korean, Spanish, International Relations, Intercultural..., Social Networking, Social Media, Customer Service, Teamwork, Event Planning, Social Media Marketing, Facebook, Event Management, Public Speaking, Market Research, Time Management
Education
Pepperdine University 2010 — 2014
Bachelor's, Business Administration/Marketing minor
Northwood High School 2006 — 2010
KW/Samsung March 2015 - Present
Prometheus Springs May 2013 - September 2013
Chipotle Mexican Grill October 2012 - August 2013
Exxel Express June 2012 - August 2012
Pepperdine University October 2011 - December 2011
AXA Advisors May 2011 - July 2011
Skills
Korean, Spanish, International Relations, Intercultural..., Social Networking, Social Media, Customer Service, Teamwork, Event Planning, Social Media Marketing, Facebook, Event Management, Public Speaking, Market Research, Time Management
Education
Pepperdine University 2010 — 2014
Bachelor's, Business Administration/Marketing minor
Northwood High School 2006 — 2010
Yan (Jane) Zhang Yan (Jane) Zhang's AXA Advisors Experience January 2014 - April 2014
Job Staff Accountant at Sparqtron Corporation
Industry Accounting
Experience
Sparqtron Corporation February 2015 - Present
Dinan Corporation September 2014 - December 2014
Pepperdine University Graziadio School of Business and Management August 2013 - August 2014
AXA Advisors January 2014 - April 2014
Tongzhou Grand Building Corporation January 2012 - June 2013
Tongzhou Grand Building Corporation July 2011 - January 2012
Nantong Zhongtian Public Accounting Firm January 2011 - February 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Teamwork, PowerPoint, Presentations, Financial Modeling, Microsoft Word, Data Analysis, Economics, Solver, VBA, JMP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance and Financial Management, 3.80
Nanjing University of Political Science 2007 — 2011
Bachelor's degree, Economics, 3.81
Sparqtron Corporation February 2015 - Present
Dinan Corporation September 2014 - December 2014
Pepperdine University Graziadio School of Business and Management August 2013 - August 2014
AXA Advisors January 2014 - April 2014
Tongzhou Grand Building Corporation January 2012 - June 2013
Tongzhou Grand Building Corporation July 2011 - January 2012
Nantong Zhongtian Public Accounting Firm January 2011 - February 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Teamwork, PowerPoint, Presentations, Financial Modeling, Microsoft Word, Data Analysis, Economics, Solver, VBA, JMP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance and Financial Management, 3.80
Nanjing University of Political Science 2007 — 2011
Bachelor's degree, Economics, 3.81
Liberty Smack Liberty Smack's AXA Advisors Experience March 2013 - October 2014
Job Director of Marketing at AIG
Industry Marketing and Advertising
Experience
AIG October 2014 - Present
AXA Advisors March 2013 - October 2014
Backfin Blues Bar, Grill and Catering September 2011 - March 2013
Herman Miller April 2000 - October 2003
Skills
Marketing, Recruiting, Marketing Strategy, Social Networking, Business Networking, College Recruiting, Social Media Marketing, Event Planning, Community Outreach, Community Service, Athletic Recruiting, New Business Development, Social Media..., Salesforce Training, Salesforce.com...
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Liberal Arts and Sciences, Administration of Justice
AIG October 2014 - Present
AXA Advisors March 2013 - October 2014
Backfin Blues Bar, Grill and Catering September 2011 - March 2013
Herman Miller April 2000 - October 2003
Skills
Marketing, Recruiting, Marketing Strategy, Social Networking, Business Networking, College Recruiting, Social Media Marketing, Event Planning, Community Outreach, Community Service, Athletic Recruiting, New Business Development, Social Media..., Salesforce Training, Salesforce.com...
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Liberal Arts and Sciences, Administration of Justice
PJ Walko PJ Walko's AXA Advisors Experience July 2007 - March 2009
Job Endovascular and Cardiovascular Device Sales at Cordis, a Johnson & Johnson Company
Industry Medical Devices
Experience
Cordis February 2014 - Present
Warner Chilcott October 2012 - February 2014
Cintas Document Management March 2009 - September 2011
AXA Advisors July 2007 - March 2009
NovaStar Mortgage July 2006 - August 2007
Skills
Vascular Surgery, Interventional..., Interventional Radiology, Cath Lab, Peripheral Vascular, Hospitals, Surgeons, Operating Room, Medical Devices, Cold Calling, Urology, Selling Skills, Account Management, Pharmaceutical Sales, Customer Service, Sales Process, Strategic Planning, Cardiology, Product Launch, Leadership, Strategic Selling, Sales, Sales Management, B2B, Direct Sales, Medical Sales, Series 7, Sales Rep Training, Value Selling, Series 63
Education
University of Central Florida 2011 — 2013
Master of Business Administration (MBA), 3.94
Penn State University 2002 — 2006
Bachelor of Science (BS), Economics, 3.20
University of Sydney 2005 — 2005
International Business
Cordis February 2014 - Present
Warner Chilcott October 2012 - February 2014
Cintas Document Management March 2009 - September 2011
AXA Advisors July 2007 - March 2009
NovaStar Mortgage July 2006 - August 2007
Skills
Vascular Surgery, Interventional..., Interventional Radiology, Cath Lab, Peripheral Vascular, Hospitals, Surgeons, Operating Room, Medical Devices, Cold Calling, Urology, Selling Skills, Account Management, Pharmaceutical Sales, Customer Service, Sales Process, Strategic Planning, Cardiology, Product Launch, Leadership, Strategic Selling, Sales, Sales Management, B2B, Direct Sales, Medical Sales, Series 7, Sales Rep Training, Value Selling, Series 63
Education
University of Central Florida 2011 — 2013
Master of Business Administration (MBA), 3.94
Penn State University 2002 — 2006
Bachelor of Science (BS), Economics, 3.20
University of Sydney 2005 — 2005
International Business
kit Holland's AXA Advisors Experience September 1985 - December 2012
Job Motivational Speaker and Speech Writer at selfemployed
Industry Financial Services
Experience
self-employed January 1990 - Present
AXA Advisors September 1985 - December 2012
League of Women Voters 2000 - 2011
Village of Northfield, Illinois 1991 - 1999
Skills
Motivational Speaking, Community Outreach, Educational Leadership, Local Government, Girl Scout Leader, Retirement Planning, Series 7, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Series 63, Securities, Estate Planning, Investment Advisory
Education
NYU (at CW Post campus) 1977 — 1980
Master's degree, Communications and Business, Magna Cum Laude
Purdue University 1965 — 1969
Bachelor's degree, English Language and Literature/Letters, Cum Laude
self-employed January 1990 - Present
AXA Advisors September 1985 - December 2012
League of Women Voters 2000 - 2011
Village of Northfield, Illinois 1991 - 1999
Skills
Motivational Speaking, Community Outreach, Educational Leadership, Local Government, Girl Scout Leader, Retirement Planning, Series 7, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Series 63, Securities, Estate Planning, Investment Advisory
Education
NYU (at CW Post campus) 1977 — 1980
Master's degree, Communications and Business, Magna Cum Laude
Purdue University 1965 — 1969
Bachelor's degree, English Language and Literature/Letters, Cum Laude
Marisa Jeanne Marisa Jeanne's AXA Advisors Experience January 2005 - June 2006
Job Psychologist at Montgomery County Correctional Facility at PrimeCare Medical, Inc.
Industry Mental Health Care
Experience
PrimeCare Medical, Inc. June 2015 - Present
Dr. Catherine Barber December 2010 - June 2015
Trenton Psychiatric Hospital September 2013 - August 2014
Assessment & Treatment Alternatives May 2012 - June 2013
PrimeCare Medical, Inc. @ Chester County Prison June 2011 - June 2012
Cooper University Hospital June 2010 - June 2011
Dr. Lynn Klein, Aesthetic Dermatology 2007 - 2008
AXA Advisors January 2005 - June 2006
Living Naturally, Inc. August 2004 - May 2005
University of Pennsylvania August 2001 - May 2004
Skills
Forensic Psychology/..., Psychological..., Professional..., Research and..., Crime Scene..., Public Speaking, Research, Mental Health, Crisis Intervention, Psychology, Clinical Research, Psychological Assessment, Treatment, Adolescents, Psychotherapy, CBT, Psychiatry, Serious Mental Illness..., Dual Diagnosis, Cognition, Therapists, Stress, Group Therapy, Behavioral Health, Counseling Psychology, Family Therapy, Clinical Psychology, Motivational..., Mental Health Counseling, Case Management, Psychological Testing, Building Relationships, DBT, Grief Counseling
Education
Philadelphia College of Osteopathic Medicine 2008 — 2014
Doctoral Candidate in Clinical Psychology, 3.78
Philadelphia College of Osteopathic Medicine 2008 — 2011
Masters of Science (M.S.), Clinical Psychlogy, 3.8
Philadelphia College of Osteopathic Medicine 2006 — 2008
Masters of Science (M.S.), Forensic Medicine, 4.0
University of Pennsylvania 2001 — 2004
Bachelor of Arts (B.A.), Psychology, 3.79
PrimeCare Medical, Inc. June 2015 - Present
Dr. Catherine Barber December 2010 - June 2015
Trenton Psychiatric Hospital September 2013 - August 2014
Assessment & Treatment Alternatives May 2012 - June 2013
PrimeCare Medical, Inc. @ Chester County Prison June 2011 - June 2012
Cooper University Hospital June 2010 - June 2011
Dr. Lynn Klein, Aesthetic Dermatology 2007 - 2008
AXA Advisors January 2005 - June 2006
Living Naturally, Inc. August 2004 - May 2005
University of Pennsylvania August 2001 - May 2004
Skills
Forensic Psychology/..., Psychological..., Professional..., Research and..., Crime Scene..., Public Speaking, Research, Mental Health, Crisis Intervention, Psychology, Clinical Research, Psychological Assessment, Treatment, Adolescents, Psychotherapy, CBT, Psychiatry, Serious Mental Illness..., Dual Diagnosis, Cognition, Therapists, Stress, Group Therapy, Behavioral Health, Counseling Psychology, Family Therapy, Clinical Psychology, Motivational..., Mental Health Counseling, Case Management, Psychological Testing, Building Relationships, DBT, Grief Counseling
Education
Philadelphia College of Osteopathic Medicine 2008 — 2014
Doctoral Candidate in Clinical Psychology, 3.78
Philadelphia College of Osteopathic Medicine 2008 — 2011
Masters of Science (M.S.), Clinical Psychlogy, 3.8
Philadelphia College of Osteopathic Medicine 2006 — 2008
Masters of Science (M.S.), Forensic Medicine, 4.0
University of Pennsylvania 2001 — 2004
Bachelor of Arts (B.A.), Psychology, 3.79
David Goldshlack David Goldshlack's AXA Advisors Experience October 2011 - November 2013
Job Financial Professional at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America March 2015 - Present
AXA Advisors October 2011 - November 2013
Victor Stores January 1999 - December 2009
I. Goldshlack Wholesale Candy & Tobacco January 1979 - December 1999
Skills
Insurance, Investments
Education
Philadelphia University 1972 — 1975
Associate's degree, Psychology & Science
LaSalle University
The Prudential Insurance Company of America March 2015 - Present
AXA Advisors October 2011 - November 2013
Victor Stores January 1999 - December 2009
I. Goldshlack Wholesale Candy & Tobacco January 1979 - December 1999
Skills
Insurance, Investments
Education
Philadelphia University 1972 — 1975
Associate's degree, Psychology & Science
LaSalle University
Butch Filippi, CFP® Butch Filippi, CFP®'s AXA Advisors Experience April 2003 - December 2009
Job Financial Planner and Investment Manager
Industry Financial Services
Experience
Hudson Financial Group January 2010 - Present
SHARE of Ridgewood April 2008 - Present
AXA Advisors April 2003 - December 2009
Radix Computer Careers March 1999 - March 2003
Hackensack Golf Club, Emerson Golf Club and Forest Hill Field Club December 1993 - February 1999
Skills
Investment Strategies, Certified Financial..., Personal Tax Planning, Investments, Retirement Planning, Finance, Insurance, Investment Management, Financial Planners, Estate Planning, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement, 401k, Fixed Annuities, Wealth Accumulation, Series 63, Uniform Combined State..., Wealth, Roth IRA
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Pascack Hills 1985 — 1989
Hudson Financial Group January 2010 - Present
SHARE of Ridgewood April 2008 - Present
AXA Advisors April 2003 - December 2009
Radix Computer Careers March 1999 - March 2003
Hackensack Golf Club, Emerson Golf Club and Forest Hill Field Club December 1993 - February 1999
Skills
Investment Strategies, Certified Financial..., Personal Tax Planning, Investments, Retirement Planning, Finance, Insurance, Investment Management, Financial Planners, Estate Planning, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement, 401k, Fixed Annuities, Wealth Accumulation, Series 63, Uniform Combined State..., Wealth, Roth IRA
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Pascack Hills 1985 — 1989
Ignatius Armenia, MBA Ignatius Armenia, MBA's AXA Advisors Experience 2011 - 2011
Job Research Analyst at JLL
Industry Real Estate
Experience
JLL May 2014 - Present
Deloitte August 2013 - February 2014
Winchester Capital Partners September 2012 - May 2013
AXA Advisors 2011 - 2011
Bridgewater Associates May 2008 - July 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Bloomberg Terminal, Investments, Equity Research, Valuation, Equities, Capital IQ, Fixed Income, Portfolio Management, Real Estate, Research
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (M.B.A.)
Quinnipiac University - School of Business 2008 — 2012
BS, Finance
JLL May 2014 - Present
Deloitte August 2013 - February 2014
Winchester Capital Partners September 2012 - May 2013
AXA Advisors 2011 - 2011
Bridgewater Associates May 2008 - July 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Bloomberg Terminal, Investments, Equity Research, Valuation, Equities, Capital IQ, Fixed Income, Portfolio Management, Real Estate, Research
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (M.B.A.)
Quinnipiac University - School of Business 2008 — 2012
BS, Finance
Joseph Milici Joseph Milici's AXA Advisors Experience November 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Longhorn Steakhouse October 2010 - Present
Wicked Wolf Tavern September 2011 - June 2012
ADP December 2011 - March 2012
Survey Sampling International June 2011 - August 2011
Skills
Retirement Planning, Wealth Management, Investment Strategies, Asset Management, College Planning, Financial Planning, Life Insurance..., Tax-advantaged..., Estate Planning, Long-Term Care Planning
Education
Quinnipiac University 2009 — 2012
Bachelor of Science, Business Administration & Marketing
Salve Regina University 2008 — 2009
BS, Business Undecided
AXA Advisors November 2012 - Present
Longhorn Steakhouse October 2010 - Present
Wicked Wolf Tavern September 2011 - June 2012
ADP December 2011 - March 2012
Survey Sampling International June 2011 - August 2011
Skills
Retirement Planning, Wealth Management, Investment Strategies, Asset Management, College Planning, Financial Planning, Life Insurance..., Tax-advantaged..., Estate Planning, Long-Term Care Planning
Education
Quinnipiac University 2009 — 2012
Bachelor of Science, Business Administration & Marketing
Salve Regina University 2008 — 2009
BS, Business Undecided
Gavin Arcidiacono's AXA Advisors Experience May 2014 - Present
Job Financial Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
AXA Advisors May 2012 - May 2014
Bell Tower Books January 2010 - January 2011
Kenny's Spirited Eatery January 2009 - August 2010
Skills
Social Media, Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Sales, Time Management, Microsoft Word, PowerPoint, Customer Service, Finance, Financial Analysis, Facebook
Education
Penn State University 2010 — 2014
Marketing- Finance
The Pennsylvania State University 2010 — 2014
Bachelor of Science, Smeal Business Marketing- Finance
AXA Advisors May 2014 - Present
AXA Advisors May 2012 - May 2014
Bell Tower Books January 2010 - January 2011
Kenny's Spirited Eatery January 2009 - August 2010
Skills
Social Media, Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Sales, Time Management, Microsoft Word, PowerPoint, Customer Service, Finance, Financial Analysis, Facebook
Education
Penn State University 2010 — 2014
Marketing- Finance
The Pennsylvania State University 2010 — 2014
Bachelor of Science, Smeal Business Marketing- Finance
Michael Marrone's AXA Advisors Experience September 2012 - January 2013
Job Brokerage Operations Analyst at New York Life
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
Sound Wealth Financial Group October 2013 - April 2014
AXA Advisors September 2012 - January 2013
HFZ Capital Group May 2012 - August 2012
HFZ Capital Group May 2011 - August 2011
Construction & Realty Services Group, Inc. August 2009 - August 2010
PABCO Construction October 2008 - August 2009
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Risk Management, Business Strategy, Financial Analysis, Financial Reporting, MS Excel Pivot Tables, Management, Finance, Market Research, Insurance, Investments, Sales, Microsoft Office, PowerPoint, Time Management, Leadership, Microsoft Word
Education
Pace University - Lubin School of Business 2010 — 2013
BBA in Finance, Minors in Quantitative Business Analysis & Business Management, GPA: 3.7/4.0
New York Life Insurance Company April 2014 - Present
Sound Wealth Financial Group October 2013 - April 2014
AXA Advisors September 2012 - January 2013
HFZ Capital Group May 2012 - August 2012
HFZ Capital Group May 2011 - August 2011
Construction & Realty Services Group, Inc. August 2009 - August 2010
PABCO Construction October 2008 - August 2009
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Risk Management, Business Strategy, Financial Analysis, Financial Reporting, MS Excel Pivot Tables, Management, Finance, Market Research, Insurance, Investments, Sales, Microsoft Office, PowerPoint, Time Management, Leadership, Microsoft Word
Education
Pace University - Lubin School of Business 2010 — 2013
BBA in Finance, Minors in Quantitative Business Analysis & Business Management, GPA: 3.7/4.0
Nicholas Rapak Nicholas Rapak's AXA Advisors Experience June 2013 - August 2013
Job Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Bellefonte Historical Railroad Society January 2010 - Present
The Nutty Bavarian January 2008 - July 2014
Thomas J Rapak Accounting January 2006 - July 2014
Penn State College Republicans January 2012 - April 2014
AXA Advisors June 2013 - August 2013
Penn State Investment Association January 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Payroll, Corporate Finance, Research, PowerPoint, Fundraising, Accounting, Analysis, Microsoft Office, Access, Microsoft Word, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
JPMorgan Chase July 2014 - Present
Bellefonte Historical Railroad Society January 2010 - Present
The Nutty Bavarian January 2008 - July 2014
Thomas J Rapak Accounting January 2006 - July 2014
Penn State College Republicans January 2012 - April 2014
AXA Advisors June 2013 - August 2013
Penn State Investment Association January 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Payroll, Corporate Finance, Research, PowerPoint, Fundraising, Accounting, Analysis, Microsoft Office, Access, Microsoft Word, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Louis D. Orazio, II Louis D. Orazio, II's AXA Advisors Experience January 2014 - September 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors January 2014 - September 2014
IBM Global Business Services March 2013 - December 2013
IBM Global Business Services January 2012 - February 2013
IBM Global Business Services October 2010 - December 2011
IBM Global Business Services August 2009 - September 2010
PwC June 2008 - August 2008
Provident Bank May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Financial Modeling, Instructional Design, Analysis, Leadership, Strategy, SAP, Visio, Business Process, Training, Finance, Management, Budgets, Risk Management, Investments
Education
Penn State University 2005 — 2009
Bachelor's of Science, Finance, 3.83/4.0
Merrill Edge October 2014 - Present
AXA Advisors January 2014 - September 2014
IBM Global Business Services March 2013 - December 2013
IBM Global Business Services January 2012 - February 2013
IBM Global Business Services October 2010 - December 2011
IBM Global Business Services August 2009 - September 2010
PwC June 2008 - August 2008
Provident Bank May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Financial Modeling, Instructional Design, Analysis, Leadership, Strategy, SAP, Visio, Business Process, Training, Finance, Management, Budgets, Risk Management, Investments
Education
Penn State University 2005 — 2009
Bachelor's of Science, Finance, 3.83/4.0
Chun-Ching (Tony) Hsu Chun-Ching (Tony) Hsu's AXA Advisors Experience March 2012 - August 2012
Job MBA
Industry Investment Banking
Experience
Harvest Fund Management July 2015 - August 2015
D.E. Victory Capital Patners May 2014 - August 2014
Philadelphia Proprietary Trading Group September 2012 - August 2013
AXA Advisors March 2012 - August 2012
CHINA CITIC BANK June 2011 - August 2011
Skills
Finance, Financial Analysis, Investments, Financial Modeling, Equity Trading, Quantitative Analytics, Mandarin, Leadership, Management Accounting, Microsoft Office, Databases, Technical Analysis, Bloomberg Terminal, SQL
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA)
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Harvest Fund Management July 2015 - August 2015
D.E. Victory Capital Patners May 2014 - August 2014
Philadelphia Proprietary Trading Group September 2012 - August 2013
AXA Advisors March 2012 - August 2012
CHINA CITIC BANK June 2011 - August 2011
Skills
Finance, Financial Analysis, Investments, Financial Modeling, Equity Trading, Quantitative Analytics, Mandarin, Leadership, Management Accounting, Microsoft Office, Databases, Technical Analysis, Bloomberg Terminal, SQL
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA)
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Samantha Woodruff Samantha Woodruff's AXA Advisors Experience May 2009 - January 2010
Job Benefits Manager at The Arc of Essex County
Industry Human Resources
Experience
The Arc of Essex County May 2013 - Present
Accessories Council November 2012 - November 2012
Lucky Lady Fashion Boutique May 2012 - September 2012
AXA Advisors May 2009 - January 2010
Clifton Little School August 2008 - October 2008
Clifton Transmissions June 2007 - August 2007
Skills
Marketing, Retail, Human Resources, Employee Benefits, HRIS, Customer Service, PowerPoint, Microsoft Office, Social Media Marketing, Sales
Education
Quinnipiac University
Bachelor of Science (BS), Marketing
Quinnipiac University
The Arc of Essex County May 2013 - Present
Accessories Council November 2012 - November 2012
Lucky Lady Fashion Boutique May 2012 - September 2012
AXA Advisors May 2009 - January 2010
Clifton Little School August 2008 - October 2008
Clifton Transmissions June 2007 - August 2007
Skills
Marketing, Retail, Human Resources, Employee Benefits, HRIS, Customer Service, PowerPoint, Microsoft Office, Social Media Marketing, Sales
Education
Quinnipiac University
Bachelor of Science (BS), Marketing
Quinnipiac University
Andrew Burmeister Andrew Burmeister's AXA Advisors Experience February 2012 - August 2012
Job Regional Manager at Prophix Software
Industry Computer Software
Experience
Prophix Software April 2015 - Present
Xerox October 2014 - April 2015
Comcast Spotlight February 2013 - October 2014
AXA Advisors February 2012 - August 2012
Portland State University Campus Recreation November 2009 - April 2011
Diversified Collection Services, Inc. December 2004 - August 2007
United States Air Force 2002 - 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Public Speaking, Networking, Collaborative Problem..., Team Management, Leadership Development, Leadership, Recruiting, Problem Solving, Strategic Planning, Coaching, Financial Analysis, Training, Project Management, Business Analysis, Sales, Customer Service, Forecasting, Teamwork, Microsoft Office, Management, Team Leadership, Time Management, Marketing, Portfolio Management, Accounting, Risk Management
Education
Portland State University - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, 3.67 GPA
Portland State University - School of Business 2007 — 2010
Bachelor of Science (B.S.) Double Major, Management and Leadership, Human Resources Management, 3.87 GPA
Prophix Software April 2015 - Present
Xerox October 2014 - April 2015
Comcast Spotlight February 2013 - October 2014
AXA Advisors February 2012 - August 2012
Portland State University Campus Recreation November 2009 - April 2011
Diversified Collection Services, Inc. December 2004 - August 2007
United States Air Force 2002 - 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Public Speaking, Networking, Collaborative Problem..., Team Management, Leadership Development, Leadership, Recruiting, Problem Solving, Strategic Planning, Coaching, Financial Analysis, Training, Project Management, Business Analysis, Sales, Customer Service, Forecasting, Teamwork, Microsoft Office, Management, Team Leadership, Time Management, Marketing, Portfolio Management, Accounting, Risk Management
Education
Portland State University - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, 3.67 GPA
Portland State University - School of Business 2007 — 2010
Bachelor of Science (B.S.) Double Major, Management and Leadership, Human Resources Management, 3.87 GPA
Aiyana Garland-Tyler, MBA's AXA Advisors Experience January 2013 - April 2013
Job Actively seeking AML Compliance Positions
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Citi September 2014 - November 2014
KPMG US November 2013 - July 2014
Victoria's Secret September 2012 - November 2013
AXA Advisors January 2013 - April 2013
Philadelphia University, Center for Teaching Innovation and Nexus Learning August 2011 - May 2012
Philadelphia University, College of Science, Health & the Liberal Arts January 2009 - May 2012
Skills
Outlook, Excel, PowerPoint, Word, Microsoft Office, Photoshop, Organizing, Organizational Design, Architectural Drafting, Interior Design, Operations Management, Financial Management, Financial Accounting, Entrepreneurship, Account Management, Accounting, Tax Preparation, Tax Accounting, Google Docs, Strategic Planning, Microsoft Word, Microsoft Excel, Analysis, Sales, Financial Analysis, Research, Leadership, Management, Finance, Time Management, Teamwork, Social Media, Event Planning, Team Leadership, Marketing, Training, Customer Service, Data Entry, Risk Management, Data Analysis, Financial Risk, Public Speaking
Education
Philadelphia University 2012 — 2013
Master of Business Administration (MBA)
Philadelphia University 2008 — 2012
Bachelor of Science
JPMorgan Chase & Co. November 2014 - Present
Citi September 2014 - November 2014
KPMG US November 2013 - July 2014
Victoria's Secret September 2012 - November 2013
AXA Advisors January 2013 - April 2013
Philadelphia University, Center for Teaching Innovation and Nexus Learning August 2011 - May 2012
Philadelphia University, College of Science, Health & the Liberal Arts January 2009 - May 2012
Skills
Outlook, Excel, PowerPoint, Word, Microsoft Office, Photoshop, Organizing, Organizational Design, Architectural Drafting, Interior Design, Operations Management, Financial Management, Financial Accounting, Entrepreneurship, Account Management, Accounting, Tax Preparation, Tax Accounting, Google Docs, Strategic Planning, Microsoft Word, Microsoft Excel, Analysis, Sales, Financial Analysis, Research, Leadership, Management, Finance, Time Management, Teamwork, Social Media, Event Planning, Team Leadership, Marketing, Training, Customer Service, Data Entry, Risk Management, Data Analysis, Financial Risk, Public Speaking
Education
Philadelphia University 2012 — 2013
Master of Business Administration (MBA)
Philadelphia University 2008 — 2012
Bachelor of Science
Nune Khojoyan Nune Khojoyan's AXA Advisors Experience June 2012 - September 2012
Job International Database Manager at Haver Analytics
Industry Financial Services
Experience
Haver Analytics January 2014 - Present
Haver Analytics September 2012 - December 2013
AXA Advisors June 2012 - September 2012
Skills
Corporate Finance, Data Analysis, Equity Research, Marketing Communications, Managerial Economics, Financial Reporting, Economics, Risk Management, Econometrics, Statistics, Financial Modeling, Business Valuation, Capital Budgeting, Financial Forecasting, Mergers & Acquisitions, Capital Markets
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Finance and Financial Management Services
Yerevan State University, Faculty of Economics 2009 — 2011
Master's degree, Economics and Business Management
Yerevan State University, Faculty of Economics 2005 — 2009
Bachelor's degree, Economics
Haver Analytics January 2014 - Present
Haver Analytics September 2012 - December 2013
AXA Advisors June 2012 - September 2012
Skills
Corporate Finance, Data Analysis, Equity Research, Marketing Communications, Managerial Economics, Financial Reporting, Economics, Risk Management, Econometrics, Statistics, Financial Modeling, Business Valuation, Capital Budgeting, Financial Forecasting, Mergers & Acquisitions, Capital Markets
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Finance and Financial Management Services
Yerevan State University, Faculty of Economics 2009 — 2011
Master's degree, Economics and Business Management
Yerevan State University, Faculty of Economics 2005 — 2009
Bachelor's degree, Economics
Luis Bodinaku Luis Bodinaku's AXA Advisors Experience May 2010 - August 2010
Job Software QA Engineer at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation January 2015 - Present
Omgeo August 2012 - December 2014
State Street June 2011 - August 2012
Quincy Public Schools May 2010 - June 2011
Anthony's Pier 4 May 2010 - May 2011
AXA Advisors May 2010 - August 2010
Winchester Country Club May 2004 - September 2005
Skills
Financial Analysis, PowerPoint, Microsoft Office, Bonds, Investments, Economic Modeling, Bloomberg
Education
Providence College 2007 — 2011
BA, Business Economics
Arlington Catholic High School 2003 — 2007
The Depository Trust & Clearing Corporation January 2015 - Present
Omgeo August 2012 - December 2014
State Street June 2011 - August 2012
Quincy Public Schools May 2010 - June 2011
Anthony's Pier 4 May 2010 - May 2011
AXA Advisors May 2010 - August 2010
Winchester Country Club May 2004 - September 2005
Skills
Financial Analysis, PowerPoint, Microsoft Office, Bonds, Investments, Economic Modeling, Bloomberg
Education
Providence College 2007 — 2011
BA, Business Economics
Arlington Catholic High School 2003 — 2007
Hay Wan Wong Hay Wan Wong's AXA Advisors Experience July 1988 - Present
Job Retirement Planning Specialist; Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 1988 - Present
Skills
Investments, Retirement Planning
Education
Peking University
AXA Advisors July 1988 - Present
Skills
Investments, Retirement Planning
Education
Peking University
Anthony Simonetti Anthony Simonetti's AXA Advisors Experience September 2008 - October 2014
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2014 - Present
AXA Advisors September 2008 - October 2014
Skills
FINRA, Finance, Fixed Annuities, Insurance, Investments, Networking, Retirement Planning, Securities, Series 7, Strategic Planning, Financial Planning, Strategic Financial...
Education
Providence College 2005 — 2008
BS, Finance
American Portfolios October 2014 - Present
AXA Advisors September 2008 - October 2014
Skills
FINRA, Finance, Fixed Annuities, Insurance, Investments, Networking, Retirement Planning, Securities, Series 7, Strategic Planning, Financial Planning, Strategic Financial...
Education
Providence College 2005 — 2008
BS, Finance
Jim O'Shaughnessy's AXA Advisors Experience 1992 - 2006
Job Managing Partner Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Jesse de Leon's AXA Advisors Experience October 2013 - April 2015
Job Executive Director of Sales and Business Development at Sacatelle
Industry Financial Services
Experience
Sacatelle April 2015 - Present
AXA Advisors October 2013 - April 2015
Objective Solutions International 2012 - August 2013
Blackstone Properties February 2012 - June 2012
Baratta Partners LLP May 2011 - August 2011
Skills
Marketing, Leadership, Real Estate, Mergers & Acquisitions, Business Development, Finance, Due Diligence, Microsoft Excel, Recruiting, Strategy, Microsoft Office, Asset Management, PowerPoint, Banking, Management, Advertising, Research, Insurance, Mergers, Strategic Planning, Financial Analysis, Capital Markets, Asset Managment, Sales Management, Sales, Sales Operations, Pitching Ideas, Creative Strategy, Account Management
Education
Queens College
Bachelor of Arts (BA), Political Science and Government; Honors Business
Sacatelle April 2015 - Present
AXA Advisors October 2013 - April 2015
Objective Solutions International 2012 - August 2013
Blackstone Properties February 2012 - June 2012
Baratta Partners LLP May 2011 - August 2011
Skills
Marketing, Leadership, Real Estate, Mergers & Acquisitions, Business Development, Finance, Due Diligence, Microsoft Excel, Recruiting, Strategy, Microsoft Office, Asset Management, PowerPoint, Banking, Management, Advertising, Research, Insurance, Mergers, Strategic Planning, Financial Analysis, Capital Markets, Asset Managment, Sales Management, Sales, Sales Operations, Pitching Ideas, Creative Strategy, Account Management
Education
Queens College
Bachelor of Arts (BA), Political Science and Government; Honors Business
Ryan Waddell Ryan Waddell's AXA Advisors Experience September 2005 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
Professional Poker Player 2009 - Present
AXA Advisors September 2005 - February 2010
Skills
Analytics, Strategic Planning, Business Development, New Client Acquisitions, Account Management, Sales, International Relations
Education
Penn State University 1993 — 1997
Bachelor's Degree, Pre-Medicine/Pre-Medical Studies, 3.78 GPA
Professional Poker Player 2009 - Present
AXA Advisors September 2005 - February 2010
Skills
Analytics, Strategic Planning, Business Development, New Client Acquisitions, Account Management, Sales, International Relations
Education
Penn State University 1993 — 1997
Bachelor's Degree, Pre-Medicine/Pre-Medical Studies, 3.78 GPA
Gregory Geloso Gregory Geloso's AXA Advisors Experience June 2006 - Present
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2006 - Present
AXA Advisors November 2001 - June 2006
Skills
Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Finance, Risk Management
Education
Quinnipiac University 1993 — 1997
BS, Business Management
AXA Advisors June 2006 - Present
AXA Advisors November 2001 - June 2006
Skills
Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Finance, Risk Management
Education
Quinnipiac University 1993 — 1997
BS, Business Management
Zhangjie(Jessie) Yu Zhangjie(Jessie) Yu's AXA Advisors Experience October 2014 - May 2015
Job Account Payable Clerk at L & L Travel
Industry Accounting
Experience
AXA Advisors October 2014 - May 2015
L & L Travel January 2014 - October 2014
Deyang Fujiabao&Mergedeng furniture Co.,LTD October 2010 - March 2012
Skills
Microsoft Office, PowerPoint, Financial Analysis, Bookkeeping, SAP, Excel, Teamwork, Financial Accounting, Data Analysis, Income Tax, Financial Reporting, QuickBooks, Microsoft Excel, Microsoft Word, Tax Preparation, Tax, Management, Internal Controls
Education
Pace University - Lubin School of Business 2012 — 2014
Master's degree, Accounting, GPA 3.68/4.0
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.4
AXA Advisors October 2014 - May 2015
L & L Travel January 2014 - October 2014
Deyang Fujiabao&Mergedeng furniture Co.,LTD October 2010 - March 2012
Skills
Microsoft Office, PowerPoint, Financial Analysis, Bookkeeping, SAP, Excel, Teamwork, Financial Accounting, Data Analysis, Income Tax, Financial Reporting, QuickBooks, Microsoft Excel, Microsoft Word, Tax Preparation, Tax, Management, Internal Controls
Education
Pace University - Lubin School of Business 2012 — 2014
Master's degree, Accounting, GPA 3.68/4.0
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.4
Evan Levy Evan Levy's AXA Advisors Experience April 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
Ohel Bais Ezra October 2011 - May 2014
Skills
Wealth Management, Financial Analysis, Retirement Planning, Investments, Microsoft Office, Risk Management, Insurance, Banking, Series 7
Education
City University of New York-Queens College
Bachelor of Business Administration (BBA), Finance, General
AXA Advisors April 2013 - Present
Ohel Bais Ezra October 2011 - May 2014
Skills
Wealth Management, Financial Analysis, Retirement Planning, Investments, Microsoft Office, Risk Management, Insurance, Banking, Series 7
Education
City University of New York-Queens College
Bachelor of Business Administration (BBA), Finance, General
Federico Fermin's AXA Advisors Experience October 2012 - December 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Pace University May 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Goldman Sachs May 2013 - August 2013
Goldman Sachs January 2013 - May 2013
AXA Advisors October 2012 - December 2012
Skills
Microsoft Office, Financial Markets, Finance, Economics, Investments, Accounting, Account Reconciliation, Banking, Derivatives, Equity Derivatives, Excel Pivot, Financial Analysis, Financial Statement..., General Ledger, Management, Microsoft Excel, Financial Reporting, Bloomberg Terminal, Investment Banking
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management
U. E. Colegio Los Arcos 1998 — 2010
High School
J.P. Morgan June 2015 - Present
Pace University May 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Goldman Sachs May 2013 - August 2013
Goldman Sachs January 2013 - May 2013
AXA Advisors October 2012 - December 2012
Skills
Microsoft Office, Financial Markets, Finance, Economics, Investments, Accounting, Account Reconciliation, Banking, Derivatives, Equity Derivatives, Excel Pivot, Financial Analysis, Financial Statement..., General Ledger, Management, Microsoft Excel, Financial Reporting, Bloomberg Terminal, Investment Banking
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management
U. E. Colegio Los Arcos 1998 — 2010
High School
Emil Ben-David, CFP Emil Ben-David, CFP's AXA Advisors Experience August 2009 - December 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
JPMorgan Chase December 2010 - September 2011
AXA Advisors August 2009 - December 2010
Education
Queens College 2005 — 2009
Bachelor of Arts (BA), Economics
Fidelity Investments September 2011 - Present
JPMorgan Chase December 2010 - September 2011
AXA Advisors August 2009 - December 2010
Education
Queens College 2005 — 2009
Bachelor of Arts (BA), Economics
Shining Dai Shining Dai's AXA Advisors Experience October 2012 - December 2012
Job Master of Science in Finance at Pace University
Industry Financial Services
Experience
Knights Investment Group February 2014 - May 2014
Ventana Capital October 2013 - January 2014
AXA Advisors October 2012 - December 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
DAEWOO INTERNATIONAL CORPORATION January 2010 - February 2010
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance and Financial Management
Zhejiang University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature
Knights Investment Group February 2014 - May 2014
Ventana Capital October 2013 - January 2014
AXA Advisors October 2012 - December 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
DAEWOO INTERNATIONAL CORPORATION January 2010 - February 2010
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance and Financial Management
Zhejiang University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature
Anthony Mignone Anthony Mignone's AXA Advisors Experience 2001 - Present
Job Vice President Northeast Division at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2001 - Present
Skills
Leadership, Team Building, Career Development, Financial Needs Analysis, Retirement Planning, Estate Planning..., Education Funding..., Business Insurance..., Business Succession...
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors 2001 - Present
Skills
Leadership, Team Building, Career Development, Financial Needs Analysis, Retirement Planning, Estate Planning..., Education Funding..., Business Insurance..., Business Succession...
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Kim Last's AXA Advisors Experience May 1998 - March 2006
Job Registered Representative (RR) and Investement Advisory Representative (IAR) at Financial West Group
Industry Financial Services
Experience
Financial West Group May 2014 - Present
Kimberley A. Last Financial Services, Inc. November 2006 - Present
Century Securities Associates, Inc. April 2006 - December 2010
AXA Advisors May 1998 - March 2006
Skills
Personal Financial..., Retirement Planning, Business Succession..., Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Long Term Care, Retirement, Financial Advisory, Succession Planning, Estate Planning, IRAs
Education
The University of New Mexico 1987 — 1989
Bachelor of Arts, Journalism and Languages
Queen's University 1980 — 1982
Pre-Med Studies
Financial West Group May 2014 - Present
Kimberley A. Last Financial Services, Inc. November 2006 - Present
Century Securities Associates, Inc. April 2006 - December 2010
AXA Advisors May 1998 - March 2006
Skills
Personal Financial..., Retirement Planning, Business Succession..., Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Long Term Care, Retirement, Financial Advisory, Succession Planning, Estate Planning, IRAs
Education
The University of New Mexico 1987 — 1989
Bachelor of Arts, Journalism and Languages
Queen's University 1980 — 1982
Pre-Med Studies
Joe Messinger, CFP®, ChFC®, CLU® Joe Messinger, CFP®, ChFC®, CLU®'s AXA Advisors Experience January 2002 - March 2006
Job CERTIFIED FINANCIAL PLANNER™, College Funding Expert, Registered Investment Advisor
Industry Financial Services
Experience
Capstone Wealth Partners, Ltd. December 2009 - Present
New York Life Insurance Company March 2006 - December 2009
AXA Advisors January 2002 - March 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Public Speaking, Financial Planning, Investments, College Funding...
Education
Penn State University 1996 — 2000
Bachelor of Science (BS)
The American College 2008 — 2010
ChFC, CLU, Advanced Financial Planning
Capstone Wealth Partners, Ltd. December 2009 - Present
New York Life Insurance Company March 2006 - December 2009
AXA Advisors January 2002 - March 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Public Speaking, Financial Planning, Investments, College Funding...
Education
Penn State University 1996 — 2000
Bachelor of Science (BS)
The American College 2008 — 2010
ChFC, CLU, Advanced Financial Planning
Irma Aksakal Irma Aksakal's AXA Advisors Experience May 2010 - August 2010
Job Regulatory Risk Analyst, Assistant Vice President CCAR CVA PM @ Citi
Industry Higher Education
Experience
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Isaac Keil's AXA Advisors Experience May 2007 - June 2011
Job AVP, Internal Insurance Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch August 2013 - July 2015
Peilim July 2012 - June 2013
AXA Advisors May 2007 - June 2011
Education
Philadelphia University 2003 — 2007
BS, Finance & International Business
Merrill Lynch July 2015 - Present
Merrill Lynch August 2013 - July 2015
Peilim July 2012 - June 2013
AXA Advisors May 2007 - June 2011
Education
Philadelphia University 2003 — 2007
BS, Finance & International Business
David Pozzi David Pozzi's AXA Advisors Experience 1991 - Present
Job Partner and Financial Professional at Oak Financial Partners, LLC
Industry Financial Services
Experience
AXA Advisors 1991 - Present
Skills
Investment Strategies, Insurance Strategies, Finance, Strategic Planning, Small Business, Strategic Financial..., Management, Sales, Process Improvement, Public Relations, Financial Analysis, Employee Benefits, Risk Management, Fixed Annuity Strategies, Retirement Planning, Project Planning, Retirement Strategies, Loan Strategies
Education
Penn State University 1985 — 1989
B.S., Finance and Economics
st johns prep
AXA Advisors 1991 - Present
Skills
Investment Strategies, Insurance Strategies, Finance, Strategic Planning, Small Business, Strategic Financial..., Management, Sales, Process Improvement, Public Relations, Financial Analysis, Employee Benefits, Risk Management, Fixed Annuity Strategies, Retirement Planning, Project Planning, Retirement Strategies, Loan Strategies
Education
Penn State University 1985 — 1989
B.S., Finance and Economics
st johns prep
Jason Kuilman, CFP(R) Jason Kuilman, CFP(R)'s AXA Advisors Experience June 2005 - Present
Job CERTIFIED FINANCIAL PLANNER at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Risk Management, Pension Distribution..., Long-term Care Planning..., Estate Planning...
Education
Penn State University
Bachelor of Science, Finance
Saint Bonaventure University
AXA Advisors June 2005 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Risk Management, Pension Distribution..., Long-term Care Planning..., Estate Planning...
Education
Penn State University
Bachelor of Science, Finance
Saint Bonaventure University
Jaime Rodriguez's AXA Advisors Experience March 2008 - February 2010
Job National Sales Manager
Industry Financial Services
Experience
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Jack Liekar's AXA Advisors Experience 2002 - 2003
Job Vice President, Wealth Management & Trust at Federated Investors in Pittsburgh, PA
Industry Financial Services
Experience
Federated Investors 2003 - Present
AXA Advisors 2002 - 2003
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Asset Managment, Asset Management, Separately Managed..., Institutional Investors, Alternative Investments, Securities, Institutional..., Fixed Income, Investments, Equities, Investment Management, Investment Advisory, Estate Planning, Retirement Planning, Investment Strategies, Series 66
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Penn State University 1997 — 2001
Bachelor's Degree, Finance
Federated Investors 2003 - Present
AXA Advisors 2002 - 2003
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Asset Managment, Asset Management, Separately Managed..., Institutional Investors, Alternative Investments, Securities, Institutional..., Fixed Income, Investments, Equities, Investment Management, Investment Advisory, Estate Planning, Retirement Planning, Investment Strategies, Series 66
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Penn State University 1997 — 2001
Bachelor's Degree, Finance
Kory Datres Kory Datres's AXA Advisors Experience May 2009 - November 2013
Job Financial and Employee Benefits Consultant, Retirement Planner, PSERS Retirement Specialist, Pensions, 401k, 403(b)
Industry Financial Services
Experience
Roche Financial November 2013 - Present
AXA Advisors May 2009 - November 2013
Skills
Retirement Planning, Life Insurance, Investments, College Savings Plans, Qualified Retirement..., Pensions, 401k Rollovers, Fixed Annuities, Variable Annuities, Indexed Annuities, IRAs, 403 b, Universal Life, Term Life Insurance, Employee Benefits, Roth IRA, Series 63, Insurance, Finance, Mutual Funds, Securities, Portfolio Management, Retirement, Financial Planning, Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Loyalsock Township High School 2001 — 2005
High School
Roche Financial November 2013 - Present
AXA Advisors May 2009 - November 2013
Skills
Retirement Planning, Life Insurance, Investments, College Savings Plans, Qualified Retirement..., Pensions, 401k Rollovers, Fixed Annuities, Variable Annuities, Indexed Annuities, IRAs, 403 b, Universal Life, Term Life Insurance, Employee Benefits, Roth IRA, Series 63, Insurance, Finance, Mutual Funds, Securities, Portfolio Management, Retirement, Financial Planning, Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Loyalsock Township High School 2001 — 2005
High School
Jordan C Norley, CFS®, AIF® Jordan C Norley, CFS®, AIF®'s AXA Advisors Experience December 2005 - May 2009
Job Partner / Retirement Plan Specialist
Industry Financial Services
Experience
The Plan Advocate® January 2013 - Present
The Philadelphia Group January 2011 - Present
Borough of West Chester January 2012 - Present
AXA Advisors December 2005 - May 2009
American Express October 2003 - August 2005
Skills
401k, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Public Speaking, Financial Services, Employee Benefits, Deferred Compensation, Insurance, Finance, Management, Estate Planning, Presidency, Pensions, Leadership, Executive Benefit..., Executive Management, Relationship Management, Financial Planning
Education
Foundation for Fiduciary Studies 2011 — 2011
AIF®, Fiduciary Studies
Institute of Business and Finance 2004 — 2004
CFS®, Mutual Funds
Penn State University 1998 — 2003
B.S., Management Science & Information Systems, International Business
Victoria University of Wellington 2002 — 2002
B.S., International Business, Economics, Photography
The Plan Advocate® January 2013 - Present
The Philadelphia Group January 2011 - Present
Borough of West Chester January 2012 - Present
AXA Advisors December 2005 - May 2009
American Express October 2003 - August 2005
Skills
401k, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Public Speaking, Financial Services, Employee Benefits, Deferred Compensation, Insurance, Finance, Management, Estate Planning, Presidency, Pensions, Leadership, Executive Benefit..., Executive Management, Relationship Management, Financial Planning
Education
Foundation for Fiduciary Studies 2011 — 2011
AIF®, Fiduciary Studies
Institute of Business and Finance 2004 — 2004
CFS®, Mutual Funds
Penn State University 1998 — 2003
B.S., Management Science & Information Systems, International Business
Victoria University of Wellington 2002 — 2002
B.S., International Business, Economics, Photography
Lindsey Wedner Lindsey Wedner's AXA Advisors Experience January 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
Education
Penn State University 2003 — 2007
BS, Marketing, Legal Environment of Business
AXA Advisors January 2012 - Present
Education
Penn State University 2003 — 2007
BS, Marketing, Legal Environment of Business
Sarah Clark, ChFC Sarah Clark, ChFC's AXA Advisors Experience 2007 - 2008
Job Financial Services Representative, Financial Adviser at MetLife
Industry Financial Services
Experience
MetLife Financial Services June 2008 - Present
AXA Advisors 2007 - 2008
Skills
Retirement, Disability Insurance, Life Insurance, Mutual Funds, Long Term Care Insurance, IRAs, Insurance, Asset Allocation, Securities, Health Insurance, Variable Annuities, Small Business
Education
Penn State University 2003 — 2006
Bachelor, Business
West Chester University of Pennsylvania 2002 — 2003
General
MetLife Financial Services June 2008 - Present
AXA Advisors 2007 - 2008
Skills
Retirement, Disability Insurance, Life Insurance, Mutual Funds, Long Term Care Insurance, IRAs, Insurance, Asset Allocation, Securities, Health Insurance, Variable Annuities, Small Business
Education
Penn State University 2003 — 2006
Bachelor, Business
West Chester University of Pennsylvania 2002 — 2003
General
Patricia Carrera, CFP®, CDFA Patricia Carrera, CFP®, CDFA's AXA Advisors Experience July 2008 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2008 - Present
The Sharing Community February 2007 - July 2008
Pepsi Bottling Group December 2005 - February 2007
Towers Perrin 1998 - 2005
Kraft Foods 1996 - 1997
PepsiCo 1995 - 1996
Chancellor Capital Management 1993 - 1995
Thomson Reuters 1991 - 1993
MasterCard 1989 - 1991
International Business Machines 1984 - 1989
Skills
Fluent in Spanish, Certified Divorce...
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Swarthmore College 1980 — 1984
BA, Economics
Pace University - Lubin School of Business
AXA Advisors July 2008 - Present
The Sharing Community February 2007 - July 2008
Pepsi Bottling Group December 2005 - February 2007
Towers Perrin 1998 - 2005
Kraft Foods 1996 - 1997
PepsiCo 1995 - 1996
Chancellor Capital Management 1993 - 1995
Thomson Reuters 1991 - 1993
MasterCard 1989 - 1991
International Business Machines 1984 - 1989
Skills
Fluent in Spanish, Certified Divorce...
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Swarthmore College 1980 — 1984
BA, Economics
Pace University - Lubin School of Business
Aaron Ni's AXA Advisors Experience June 2010 - September 2010
Job MPI
Industry Investment Management
Experience
MPI August 2014 - Present
ACi Institute August 2011 - August 2014
AXA Advisors June 2010 - September 2010
Temple Education Center Corporation September 2004 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2005 - September 2005
Skills
Spanish, Microsoft Excel, Curriculum Design, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teaching, Data Analysis, Public Speaking, Access, Research, Customer Service, Social Media, Analysis, Leadership, Marketing
Education
University of Southern California 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, San Diego 2009 — 2011
B.A., Political Science International Relations, European History
Pasadena City College 2007 — 2009
Business Management
Arcadia High School 2003 — 2007
MPI August 2014 - Present
ACi Institute August 2011 - August 2014
AXA Advisors June 2010 - September 2010
Temple Education Center Corporation September 2004 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2005 - September 2005
Skills
Spanish, Microsoft Excel, Curriculum Design, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teaching, Data Analysis, Public Speaking, Access, Research, Customer Service, Social Media, Analysis, Leadership, Marketing
Education
University of Southern California 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, San Diego 2009 — 2011
B.A., Political Science International Relations, European History
Pasadena City College 2007 — 2009
Business Management
Arcadia High School 2003 — 2007
Shannon Trimble Shannon Trimble's AXA Advisors Experience August 2008 - May 2011
Job Private Client Advisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan Securities LLC May 2011 - Present
AXA Advisors August 2008 - May 2011
Barnes & Noble June 2000 - August 2008
Education
Kaplan University 2014 — 2015
Certified Financial Planner
Portland State University 2001 — 2008
BA, Business Finance, Minor in Economics, French language
JPMorgan Chase February 2014 - Present
JP Morgan Securities LLC May 2011 - Present
AXA Advisors August 2008 - May 2011
Barnes & Noble June 2000 - August 2008
Education
Kaplan University 2014 — 2015
Certified Financial Planner
Portland State University 2001 — 2008
BA, Business Finance, Minor in Economics, French language
Stoyan Nikolov Stoyan Nikolov's AXA Advisors Experience May 2008 - June 2008
Job . at CIBC
Industry Financial Services
Experience
CIBC November 2012 - Present
UNIQA October 2011 - October 2012
Hexagon Securities October 2010 - October 2011
The PrinceRidge Group (Cohen & Company Inc.) July 2009 - July 2010
AXA Advisors May 2008 - June 2008
Marriott International July 2006 - October 2006
Infotrade Ltd. January 2004 - July 2006
Blue Express Mail September 2002 - January 2004
Skills
Excel, P&L Management, Valuation, DCF, Capital Markets, Financial Analysis, Bloomberg, Financial Modeling, Fixed Income, Financial Reporting, Trading, Cash Flow Forecasting, Budget Analysis, Cash Flow, Accounting, Forecasting, Financial Accounting, Cash Management, Microsoft Excel, Budgets, Equities, Auditing, Mergers & Acquisitions, Finance, Analysis, Business Analysis, Internal Audit, Corporate Finance, General Ledger, Bank Reconciliation, Performance Improvement, Innovation Development, Financial Services, DCF Valuation, Business Valuation, Time Management, Team-oriented, GAAP, Strategic Financial..., Account Reconciliation, Due Diligence, Portfolio Management, Derivatives, Banking, Financial Risk, Risk Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Kaplan Prep Manhattan 2006 — 2007
., GMAT
Agricultural University 2002 — 2004
MBA, Accounting
Aristotle University 2002 — 2002
BS, Agricultural Economy
Agricultural University 1998 — 2002
BS, Agricultural Economy
CIBC November 2012 - Present
UNIQA October 2011 - October 2012
Hexagon Securities October 2010 - October 2011
The PrinceRidge Group (Cohen & Company Inc.) July 2009 - July 2010
AXA Advisors May 2008 - June 2008
Marriott International July 2006 - October 2006
Infotrade Ltd. January 2004 - July 2006
Blue Express Mail September 2002 - January 2004
Skills
Excel, P&L Management, Valuation, DCF, Capital Markets, Financial Analysis, Bloomberg, Financial Modeling, Fixed Income, Financial Reporting, Trading, Cash Flow Forecasting, Budget Analysis, Cash Flow, Accounting, Forecasting, Financial Accounting, Cash Management, Microsoft Excel, Budgets, Equities, Auditing, Mergers & Acquisitions, Finance, Analysis, Business Analysis, Internal Audit, Corporate Finance, General Ledger, Bank Reconciliation, Performance Improvement, Innovation Development, Financial Services, DCF Valuation, Business Valuation, Time Management, Team-oriented, GAAP, Strategic Financial..., Account Reconciliation, Due Diligence, Portfolio Management, Derivatives, Banking, Financial Risk, Risk Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Kaplan Prep Manhattan 2006 — 2007
., GMAT
Agricultural University 2002 — 2004
MBA, Accounting
Aristotle University 2002 — 2002
BS, Agricultural Economy
Agricultural University 1998 — 2002
BS, Agricultural Economy
Roger Correa, LUTCF's AXA Advisors Experience January 2015 - Present
Job Vice President, AXA Advisors, LLC
Industry Insurance
Experience
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
David A. Stateman David A. Stateman's AXA Advisors Experience November 2007 - December 2013
Job Exclusive Financial Specialist
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2014 - Present
AXA Advisors November 2007 - December 2013
Davmar Group,LLC March 2000 - September 2007
Streets Design Group January 1998 - January 2000
Supreme international -Perry Ellis International January 1993 - December 1998
Skills
Sales, Marketing, Life Insurance, Marketing Strategy, Long-term Care, Small Business, 401k, Sales Management, Team Building, Retail, Term Life Insurance, Disability Insurance, Financial Planners, Merchandising, Wholesale, Business Acumen, PEO, Group Benefit Plans, Marketing Management, Employee Training, Profit Maximization, Staffing Coordination, Financial Planning
Education
Palm Beach State College
Associate's degree, Business Administration and Marketing Management
University of South Florida - College of Business Administration
Business Marketing Management
Allstate Financial Services, LLC January 2014 - Present
AXA Advisors November 2007 - December 2013
Davmar Group,LLC March 2000 - September 2007
Streets Design Group January 1998 - January 2000
Supreme international -Perry Ellis International January 1993 - December 1998
Skills
Sales, Marketing, Life Insurance, Marketing Strategy, Long-term Care, Small Business, 401k, Sales Management, Team Building, Retail, Term Life Insurance, Disability Insurance, Financial Planners, Merchandising, Wholesale, Business Acumen, PEO, Group Benefit Plans, Marketing Management, Employee Training, Profit Maximization, Staffing Coordination, Financial Planning
Education
Palm Beach State College
Associate's degree, Business Administration and Marketing Management
University of South Florida - College of Business Administration
Business Marketing Management
Riddhi Doshi Riddhi Doshi's AXA Advisors Experience February 2014 - May 2014
Job Student at Pace University Lubin School of Business
Industry Financial Services
Experience
Beta Alpha Psi May 2015 - Present
Goldman Sachs August 2014 - Present
Pace University September 2013 - Present
AXA Advisors February 2014 - May 2014
Kumon October 2011 - June 2012
Skills
Public Speaking, Time Management, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Research, Social Media, Customer Service, Outlook, English, Accounting, Facebook, Financial Analysis, Social Networking, Financial Accounting
Education
Pace University - Lubin School of Business 2012 — 2016
Accounting and Finance
Parkland High School 2009 — 2012
Beta Alpha Psi May 2015 - Present
Goldman Sachs August 2014 - Present
Pace University September 2013 - Present
AXA Advisors February 2014 - May 2014
Kumon October 2011 - June 2012
Skills
Public Speaking, Time Management, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Research, Social Media, Customer Service, Outlook, English, Accounting, Facebook, Financial Analysis, Social Networking, Financial Accounting
Education
Pace University - Lubin School of Business 2012 — 2016
Accounting and Finance
Parkland High School 2009 — 2012
Josh Scheffey Josh Scheffey's AXA Advisors Experience January 2009 - August 2011
Job Northeast Regional Director: Strategist Group at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
SEI May 2013 - July 2015
Wells Fargo September 2011 - May 2013
AXA Advisors January 2009 - August 2011
AIG Financial Advisors January 2008 - August 2008
Skills
Investments, Portfolio Management, Asset Management
Education
Penn State University 2003 — 2007
SEI July 2015 - Present
SEI May 2013 - July 2015
Wells Fargo September 2011 - May 2013
AXA Advisors January 2009 - August 2011
AIG Financial Advisors January 2008 - August 2008
Skills
Investments, Portfolio Management, Asset Management
Education
Penn State University 2003 — 2007
Anthony De Stefanis, MBA's AXA Advisors Experience July 1999 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
Capstone Partners Financial / MM April 2013 - June 2015
Capstone Partners Financial and Insurance Services January 2013 - April 2013
AXA Advisors July 1999 - January 2013
Sherman Oaks Chamber of Commerce 2007 - 2010
The Walt Disney Company 1993 - 1998
SAG, AEA - Actor January 1978 - December 1995
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, 401k, Estate Planning, Investments, Securities, Wealth, Risk Management, Equities, Insurance, Financial Analysis, Asset Management, Life Insurance, Small Business, Financial Advisory
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business/Marketing
Webster University 1978 — 1982
BFA, Acting/Directing
Capstone Partners Financial / MM April 2013 - June 2015
Capstone Partners Financial and Insurance Services January 2013 - April 2013
AXA Advisors July 1999 - January 2013
Sherman Oaks Chamber of Commerce 2007 - 2010
The Walt Disney Company 1993 - 1998
SAG, AEA - Actor January 1978 - December 1995
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, 401k, Estate Planning, Investments, Securities, Wealth, Risk Management, Equities, Insurance, Financial Analysis, Asset Management, Life Insurance, Small Business, Financial Advisory
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business/Marketing
Webster University 1978 — 1982
BFA, Acting/Directing
Kiva Hartfield Kiva Hartfield's AXA Advisors Experience 2008 - May 2012
Job Improve your lacrosse game with Cradlebaby
Industry Sporting Goods
Experience
LaxCB Sports Inc. January 2012 - Present
AXA Advisors 2008 - May 2012
Great Harvest Bread Co. 2003 - 2008
Madden & Associates 2000 - 2003
Education
Portland State University 1995 — 2000
BA, Administration of Justice
University of Washington 1994 — 1995
LaxCB Sports Inc. January 2012 - Present
AXA Advisors 2008 - May 2012
Great Harvest Bread Co. 2003 - 2008
Madden & Associates 2000 - 2003
Education
Portland State University 1995 — 2000
BA, Administration of Justice
University of Washington 1994 — 1995
Andrea Leo's AXA Advisors Experience 2006 - 2007
Job Senior Associate Business Operations at SapientNitro
Industry Marketing and Advertising
Experience
SapientNitro 2008 - Present
Matsumoto & Clapperton Advertising 2007 - 2008
AXA Advisors 2006 - 2007
SIRVA Relocation 2002 - 2006
Education
Purdue University - Krannert School of Management 2001 — 2004
SapientNitro 2008 - Present
Matsumoto & Clapperton Advertising 2007 - 2008
AXA Advisors 2006 - 2007
SIRVA Relocation 2002 - 2006
Education
Purdue University - Krannert School of Management 2001 — 2004
Weiye (Alex) Wang Weiye (Alex) Wang's AXA Advisors Experience July 2009 - August 2009
Job Equity Analyst at John Thomas Financial
Industry Investment Management
Experience
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
John (Jay) Landsiedel John (Jay) Landsiedel's AXA Advisors Experience April 2014 - Present
Job Sr. Manager/Branch Operations at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Carolina Capital Markets, Inc. July 2009 - April 2014
JPMorgan Chase & Co. June 2008 - November 2008
Bear, Stearns & Co. January 1983 - October 2007
Skills
Series 7, Fixed Income, Securities, Trading, Capital Markets, Due Diligence, Series 24, series 53, Series 63, Bloomberg, FINRA, Financial Services, Bonds, Investments, Mutual Funds, Finance, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Marketing Management
Pace University - Lubin School of Business 1977 — 1980
BBA, Marketing
Queens College 1975 — 1977
Accounting
AXA Advisors April 2014 - Present
Carolina Capital Markets, Inc. July 2009 - April 2014
JPMorgan Chase & Co. June 2008 - November 2008
Bear, Stearns & Co. January 1983 - October 2007
Skills
Series 7, Fixed Income, Securities, Trading, Capital Markets, Due Diligence, Series 24, series 53, Series 63, Bloomberg, FINRA, Financial Services, Bonds, Investments, Mutual Funds, Finance, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Marketing Management
Pace University - Lubin School of Business 1977 — 1980
BBA, Marketing
Queens College 1975 — 1977
Accounting
Kelly Towey Kelly Towey's AXA Advisors Experience May 2011 - August 2011
Job Research & Development Senior Associate at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - March 2015
The Hertz Corporation August 2012 - September 2012
AXA Advisors May 2011 - August 2011
LSF Appraisals, Inc December 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, SAS, Minitab, PowerPoint, Access, Data Analysis, Analysis, Insurance, Microsoft Office, Statistics
Education
Penn State University 2008 — 2012
BA, Actuarial Science, Statistics
Nutley High School 2004 — 2008
IES Abroad Barcelona
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - March 2015
The Hertz Corporation August 2012 - September 2012
AXA Advisors May 2011 - August 2011
LSF Appraisals, Inc December 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, SAS, Minitab, PowerPoint, Access, Data Analysis, Analysis, Insurance, Microsoft Office, Statistics
Education
Penn State University 2008 — 2012
BA, Actuarial Science, Statistics
Nutley High School 2004 — 2008
IES Abroad Barcelona
Chad Lossie Chad Lossie's AXA Advisors Experience September 2010 - August 2013
Job Financial Specialist at PNC Financial Services
Industry Financial Services
Experience
PNC August 2013 - Present
AXA Advisors September 2010 - August 2013
Education
Pennsylvania State University-Erie Campus 2006 — 2010
BS, Finance
PNC August 2013 - Present
AXA Advisors September 2010 - August 2013
Education
Pennsylvania State University-Erie Campus 2006 — 2010
BS, Finance
Sean (Keshen) Qu's AXA Advisors Experience May 2010 - September 2010
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
World Business Lenders, LLC December 2014 - July 2015
FLSV Fund Administration Services January 2014 - November 2014
KBG Fund Group 卡贝基金 May 2012 - December 2013
AXA Advisors May 2010 - September 2010
Skills
Risk Management, Mandarin, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Derivatives, Equities, Asset Management, Private Equity
Education
Pace University - Lubin School of Business 2010 — 2012
Master's degree, Investments and Securities
BNY Mellon August 2015 - Present
World Business Lenders, LLC December 2014 - July 2015
FLSV Fund Administration Services January 2014 - November 2014
KBG Fund Group 卡贝基金 May 2012 - December 2013
AXA Advisors May 2010 - September 2010
Skills
Risk Management, Mandarin, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Derivatives, Equities, Asset Management, Private Equity
Education
Pace University - Lubin School of Business 2010 — 2012
Master's degree, Investments and Securities
Dylan Antolik's AXA Advisors Experience July 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Construction
Experience
AXA Advisors July 2015 - Present
Town & Country Builders, Erie September 2014 - May 2015
Northwestern Mutual May 2014 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Communication, Financial Analysis, Teamwork, Management
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
General Mclane High School 2008 — 2011
AXA Advisors July 2015 - Present
Town & Country Builders, Erie September 2014 - May 2015
Northwestern Mutual May 2014 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Communication, Financial Analysis, Teamwork, Management
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
General Mclane High School 2008 — 2011
Beth Kaufman Beth Kaufman's AXA Advisors Experience February 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2012 - Present
Primerica 2009 - 2011
Total Health & Body Concepts, Inc. January 1983 - March 2003
Skills
Retirement Planning, Management, Wealth Management, Small Business, Life Insurance..., Investment Strategies, Long Term Care..., Disability Insurance...
Education
Palm Beach Community College 1979 — 1981
Associate of Science Degree, Business and Dental Laboratory
AXA Advisors February 2012 - Present
Primerica 2009 - 2011
Total Health & Body Concepts, Inc. January 1983 - March 2003
Skills
Retirement Planning, Management, Wealth Management, Small Business, Life Insurance..., Investment Strategies, Long Term Care..., Disability Insurance...
Education
Palm Beach Community College 1979 — 1981
Associate of Science Degree, Business and Dental Laboratory
Omar Jennings Omar Jennings's AXA Advisors Experience January 2014 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
AXA Advisors February 2010 - Present
Skills
Wealth Management, Financial Protection..., Financial Planning for..., Business Insurance..., Business Succession..., Employee and Employer...
Education
Penn State University 2005 — 2009
B.S., Finance
Penn State University
AXA Advisors January 2014 - Present
AXA Advisors February 2010 - Present
Skills
Wealth Management, Financial Protection..., Financial Planning for..., Business Insurance..., Business Succession..., Employee and Employer...
Education
Penn State University 2005 — 2009
B.S., Finance
Penn State University
Daphne M. Winston Daphne M. Winston's AXA Advisors Experience June 2012 - May 2013
Job Workplace Financial Wellness|Unbiased Financial Planner|Financial Educator
Industry Financial Services
Experience
Financial Finesse October 2013 - Present
AXA Advisors June 2012 - May 2013
Bollenbacher Financial September 2009 - June 2012
LWP Investments May 2009 - September 2009
Pinnacle Financial Advisors October 2001 - September 2007
Amoco Oil Company September 1991 - June 1995
Skills
Financial Goals, Investment Management, Risk Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Investments, Wealth, Investment Strategies, Investment Advisory, Asset Allocation, Long-term Care, IRAs, Fixed Annuities, Mutual Funds, Pensions, Series 7, Insurance, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Financial Planning
Education
Xavier University 2008 — 2008
Executive Certificate, Financial Planning
Purdue University 1984 — 1988
B.S., Chemical Engineering
Financial Finesse October 2013 - Present
AXA Advisors June 2012 - May 2013
Bollenbacher Financial September 2009 - June 2012
LWP Investments May 2009 - September 2009
Pinnacle Financial Advisors October 2001 - September 2007
Amoco Oil Company September 1991 - June 1995
Skills
Financial Goals, Investment Management, Risk Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Investments, Wealth, Investment Strategies, Investment Advisory, Asset Allocation, Long-term Care, IRAs, Fixed Annuities, Mutual Funds, Pensions, Series 7, Insurance, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Financial Planning
Education
Xavier University 2008 — 2008
Executive Certificate, Financial Planning
Purdue University 1984 — 1988
B.S., Chemical Engineering
Robert Logozio Robert Logozio's AXA Advisors Experience October 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Jordan Parr Jordan Parr's AXA Advisors Experience April 2015 - August 2015
Job Student
Industry Financial Services
Experience
AXA Advisors April 2015 - August 2015
Arizona Diamondbacks June 2013 - March 2015
Skills
Public Speaking, PowerPoint, Event Management, Sports Marketing, Microsoft Word, Social Media, Coaching, Sports, Sports Management, Event Planning, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Communication, General
Parkland College 2010 — 2011
Associate's Degree, Biology/Biological Sciences, General
AXA Advisors April 2015 - August 2015
Arizona Diamondbacks June 2013 - March 2015
Skills
Public Speaking, PowerPoint, Event Management, Sports Marketing, Microsoft Word, Social Media, Coaching, Sports, Sports Management, Event Planning, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Communication, General
Parkland College 2010 — 2011
Associate's Degree, Biology/Biological Sciences, General
T Scott Newman's AXA Advisors Experience May 2007 - Present
Job Executive Vice President, American Division, at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2007 - Present
Prudential Financial July 1991 - May 2007
Skills
Retirement Income..., Estate Planning..., Wealth Management, Mentoring/Coaching of..., Risk Managment
Education
Purdue University 1987 — 1991
Purdue University - Krannert School of Management 1987 — 1991
BS, Management with Finance
Purdue University - Krannert School of Management 1987 — 1991
management, Business
AXA Advisors May 2007 - Present
Prudential Financial July 1991 - May 2007
Skills
Retirement Income..., Estate Planning..., Wealth Management, Mentoring/Coaching of..., Risk Managment
Education
Purdue University 1987 — 1991
Purdue University - Krannert School of Management 1987 — 1991
BS, Management with Finance
Purdue University - Krannert School of Management 1987 — 1991
management, Business
Steven Glatzer,CLF ® Steven Glatzer,CLF ®'s AXA Advisors Experience January 2010 - May 2010
Job Agency Sales Director at MassMutual South Florida
Industry Financial Services
Experience
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
Adam Handler, CRPC®'s AXA Advisors Experience October 2010 - February 2011
Job Product & Strategic Relationship Manager at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
Nancy Krystal's AXA Advisors Experience November 1998 - April 2004
Job
Industry Legal Services
Experience
Big Heart Pet Brands (formerly Del Monte Corporation) November 2008 - Present
CT Multi-Media November 2004 - November 2008
AXA Advisors November 1998 - April 2004
Skills
Securities Regulation, SEC Reporting, Annual Meetings, Subsidiary Management, Corporate Law, Mergers & Acquisitions, Securities, Joint Ventures, SEC Filings, Finance, Corporate Governance, Sarbanes-Oxley Act, Internal Controls, Management
Education
Pepperdine University School of Law
Big Heart Pet Brands (formerly Del Monte Corporation) November 2008 - Present
CT Multi-Media November 2004 - November 2008
AXA Advisors November 1998 - April 2004
Skills
Securities Regulation, SEC Reporting, Annual Meetings, Subsidiary Management, Corporate Law, Mergers & Acquisitions, Securities, Joint Ventures, SEC Filings, Finance, Corporate Governance, Sarbanes-Oxley Act, Internal Controls, Management
Education
Pepperdine University School of Law
Molly Wilson's AXA Advisors Experience July 2014 - December 2014
Job Owner at Harbor Goods
Industry Fine Art
Experience
Harbor Goods April 2015 - Present
Osstell December 2014 - May 2015
AXA Advisors July 2014 - December 2014
Art, etc. April 2013 - June 2014
Skills
Art, Social Networking, Project Planning, New Business Development, Sales Presentations, Art History, Business Development, Project Management, Sales, Art Consulting, Account Management, Customer Service, Presentations, Office Management, Appointment Scheduling, Retail, Marketing, Art Handling, Art Installation, Framing, Lead Generation, Social Media Marketing, Sales Operations, Zoho, Art Sourcing, Cold Calling, Wall planning, Staging, American Sign Language, Recruiting, Gallery Operations, Sports Coaching, Navision Accounting..., Membrain CRM, Microsoft Office, Constant Contact, Purchasing, QuickBooks
Education
Portland State University 2011 — 2013
Bachelors, Art History
Seton Keough High School 2002 — 2006
General Studies
Harbor Goods April 2015 - Present
Osstell December 2014 - May 2015
AXA Advisors July 2014 - December 2014
Art, etc. April 2013 - June 2014
Skills
Art, Social Networking, Project Planning, New Business Development, Sales Presentations, Art History, Business Development, Project Management, Sales, Art Consulting, Account Management, Customer Service, Presentations, Office Management, Appointment Scheduling, Retail, Marketing, Art Handling, Art Installation, Framing, Lead Generation, Social Media Marketing, Sales Operations, Zoho, Art Sourcing, Cold Calling, Wall planning, Staging, American Sign Language, Recruiting, Gallery Operations, Sports Coaching, Navision Accounting..., Membrain CRM, Microsoft Office, Constant Contact, Purchasing, QuickBooks
Education
Portland State University 2011 — 2013
Bachelors, Art History
Seton Keough High School 2002 — 2006
General Studies
Adam Lacey's AXA Advisors Experience January 2013 - March 2013
Job Second Year MBA Student
Industry Investment Management
Experience
CFA Institute Global Investment Research Challenge October 2013 - January 2014
AXA Advisors January 2013 - March 2013
Hershey Entertainment & Resorts May 2010 - January 2013
Smeal Traders Association October 2011 - December 2012
Skills
Economics, Technical Analysis, Microsoft Office, Microsoft Excel, Derivatives, Equities, Futures, Leadership, Investment Management, Investment Strategies, Indexed Annuities, Life Insurance, Analysis, Bloomberg, Data Analysis, Finance, AED, Crisis Management, Asset Protection, Security Training, Financial Analysis, Disability Insurance, Portfolio Management, Risk Management, Investment Valuation, Public Speaking, Bloomberg Terminal, Sales, DCF Valuation, Communication, Community Outreach, Financial Accounting, Strategy, Team Leadership, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Health Insurance, Term Life Insurance, Investments, Series 7, Securities, Asset Allocation
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance
Penn State University 2009 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute Global Investment Research Challenge October 2013 - January 2014
AXA Advisors January 2013 - March 2013
Hershey Entertainment & Resorts May 2010 - January 2013
Smeal Traders Association October 2011 - December 2012
Skills
Economics, Technical Analysis, Microsoft Office, Microsoft Excel, Derivatives, Equities, Futures, Leadership, Investment Management, Investment Strategies, Indexed Annuities, Life Insurance, Analysis, Bloomberg, Data Analysis, Finance, AED, Crisis Management, Asset Protection, Security Training, Financial Analysis, Disability Insurance, Portfolio Management, Risk Management, Investment Valuation, Public Speaking, Bloomberg Terminal, Sales, DCF Valuation, Communication, Community Outreach, Financial Accounting, Strategy, Team Leadership, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Health Insurance, Term Life Insurance, Investments, Series 7, Securities, Asset Allocation
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance
Penn State University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Scott Gangi's AXA Advisors Experience January 2006 - May 2006
Job Risk and Compliance Manager at Protiviti
Industry Financial Services
Experience
Protiviti May 2015 - Present
Citi April 2013 - April 2015
Citi October 2009 - March 2013
Citi October 2007 - October 2009
Citi January 2007 - September 2007
AXA Advisors January 2006 - May 2006
Skills
AML, KYC, Bank Secrecy Act, Financial Risk, OFAC, USA PATRIOT Act, Operational Risk..., Sanction, Anti Money Laundering, Securities, FINRA, Financial Institutions, Financial Regulation, Fraud, Operational Risk, Risk Management, Financial Services, Banking
Education
Pace University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Protiviti May 2015 - Present
Citi April 2013 - April 2015
Citi October 2009 - March 2013
Citi October 2007 - October 2009
Citi January 2007 - September 2007
AXA Advisors January 2006 - May 2006
Skills
AML, KYC, Bank Secrecy Act, Financial Risk, OFAC, USA PATRIOT Act, Operational Risk..., Sanction, Anti Money Laundering, Securities, FINRA, Financial Institutions, Financial Regulation, Fraud, Operational Risk, Risk Management, Financial Services, Banking
Education
Pace University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Larry Cianciotto Larry Cianciotto's AXA Advisors Experience July 2012 - November 2012
Job Executive Vice President, IT Staffing Solutions, MetaOption LLC
Industry Information Technology and Services
Experience
MetaOption LLC June 2014 - Present
RecruitSavvy July 2013 - November 2013
MassMutual Financial Group January 2013 - April 2013
AXA Advisors July 2012 - November 2012
National Life Group / NL Financial October 2011 - July 2012
David Lerner Associates, Inc. May 2004 - January 2011
Westwood One September 2003 - February 2004
Everest Broadband Network January 2002 - August 2003
Seimens Business Sevices November 2000 - December 2001
Excel Partner September 1999 - October 2000
Skills
Recruiting, Sales Management, CRM, Securities, Sales Operations, Investment Advisory, Financial Risk, IT Recruitment, Compliance, Series 24, Series 53, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
City University of New York-Queens College
B.A., Economics
MetaOption LLC June 2014 - Present
RecruitSavvy July 2013 - November 2013
MassMutual Financial Group January 2013 - April 2013
AXA Advisors July 2012 - November 2012
National Life Group / NL Financial October 2011 - July 2012
David Lerner Associates, Inc. May 2004 - January 2011
Westwood One September 2003 - February 2004
Everest Broadband Network January 2002 - August 2003
Seimens Business Sevices November 2000 - December 2001
Excel Partner September 1999 - October 2000
Skills
Recruiting, Sales Management, CRM, Securities, Sales Operations, Investment Advisory, Financial Risk, IT Recruitment, Compliance, Series 24, Series 53, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
City University of New York-Queens College
B.A., Economics
Peter Nicholas Vasilakos Peter Nicholas Vasilakos's AXA Advisors Experience 2011 - 2012
Job Digital Advertising Manager, US at ESI Media
Industry Marketing and Advertising
Experience
ESI Media 2015 - Present
PNV Consulting 2015 - Present
PNV Management 2009 - Present
Fresh Digital Group 2012 - 2015
AXA Advisors 2011 - 2012
Skills
Strategy, Management, Mobile Devices, Sales, Business Development, Marketing Strategy, Mobile Strategy, Market Research, Marketing, Mobile Marketing, Mobile Advertising, Digital Marketing, Digital Strategy, Strategic Partnerships, Leadership, Teamwork, Social Media Marketing, Mobile Technology, Mobile Applications, Beacon Technology, Analytics, Budgets, Monetization, Finance, Investments, Economics, Business Strategy, Business Planning, Go-to-market Strategy, Public Speaking, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Automotive
Education
Pace University - Lubin School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Marketing / Marketing Management
Pace University - Lubin School of Business 2013 — 2013
Master of Business Administration (M.B.A.), Finance / Financial Management
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Major: Finance; Minors: Economics & Philosophy
Portledge School
High School
ESI Media 2015 - Present
PNV Consulting 2015 - Present
PNV Management 2009 - Present
Fresh Digital Group 2012 - 2015
AXA Advisors 2011 - 2012
Skills
Strategy, Management, Mobile Devices, Sales, Business Development, Marketing Strategy, Mobile Strategy, Market Research, Marketing, Mobile Marketing, Mobile Advertising, Digital Marketing, Digital Strategy, Strategic Partnerships, Leadership, Teamwork, Social Media Marketing, Mobile Technology, Mobile Applications, Beacon Technology, Analytics, Budgets, Monetization, Finance, Investments, Economics, Business Strategy, Business Planning, Go-to-market Strategy, Public Speaking, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Automotive
Education
Pace University - Lubin School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Marketing / Marketing Management
Pace University - Lubin School of Business 2013 — 2013
Master of Business Administration (M.B.A.), Finance / Financial Management
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Major: Finance; Minors: Economics & Philosophy
Portledge School
High School
Florelisa De Jesus's AXA Advisors Experience February 2014 - July 2015
Job Senior Administrative Assistant at Houlihan Lokey
Industry Law Practice
Experience
Houlihan Lokey July 2015 - Present
Model Management Group (MMG) January 2005 - Present
AXA Advisors February 2014 - July 2015
NYKB June 2013 - February 2014
Weitz & Luxenberg Defective Hip Lawyers April 2012 - July 2013
Jean Georges' Mercer Kitchen January 2011 - January 2012
Hidrock Realty Inc. January 2011 - August 2011
Corporal Kennedy Cleaners April 2008 - January 2011
Anne Bowen February 2009 - January 2010
Skills
Blogging, Marketing, Advertising, Outlook, Microsoft Excel, Fashion, Research, Budgets, Accounts Payable, Acting, Beauty Industry, Entertainment, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Public Relations, Social Skills, English, Spanish-speaking, Translation, Microsoft Word, Event Management, Social Media Marketing, PowerPoint, Photoshop, Television, Adobe Creative Suite, Microsoft Office, Administrative...
Education
Queens College 2009 — 2010
Political Science and Government
St. John's University 2005 — 2007
Communication and Media Studies
Houlihan Lokey July 2015 - Present
Model Management Group (MMG) January 2005 - Present
AXA Advisors February 2014 - July 2015
NYKB June 2013 - February 2014
Weitz & Luxenberg Defective Hip Lawyers April 2012 - July 2013
Jean Georges' Mercer Kitchen January 2011 - January 2012
Hidrock Realty Inc. January 2011 - August 2011
Corporal Kennedy Cleaners April 2008 - January 2011
Anne Bowen February 2009 - January 2010
Skills
Blogging, Marketing, Advertising, Outlook, Microsoft Excel, Fashion, Research, Budgets, Accounts Payable, Acting, Beauty Industry, Entertainment, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Public Relations, Social Skills, English, Spanish-speaking, Translation, Microsoft Word, Event Management, Social Media Marketing, PowerPoint, Photoshop, Television, Adobe Creative Suite, Microsoft Office, Administrative...
Education
Queens College 2009 — 2010
Political Science and Government
St. John's University 2005 — 2007
Communication and Media Studies
Timothy Schickling Timothy Schickling's AXA Advisors Experience December 2014 - Present
Job Field Economist at U.S. Department of Labor
Industry Government Relations
Experience
U.S. Department of Labor July 2015 - Present
AXA Advisors December 2014 - Present
Vanguard August 2014 - October 2014
Pennsylvania State University, Department of History August 2012 - May 2014
Northwestern Mutual Financial Network May 2013 - December 2013
Adler Athletic Complex August 2010 - December 2011
Skills
Data Analysis, Research, Economics, Stata, Microsoft Office, Finance, Qualitative Research, Securities, Risk Management, Life Insurance
Education
Penn State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Roman Catholic High School 2006 — 2010
U.S. Department of Labor July 2015 - Present
AXA Advisors December 2014 - Present
Vanguard August 2014 - October 2014
Pennsylvania State University, Department of History August 2012 - May 2014
Northwestern Mutual Financial Network May 2013 - December 2013
Adler Athletic Complex August 2010 - December 2011
Skills
Data Analysis, Research, Economics, Stata, Microsoft Office, Finance, Qualitative Research, Securities, Risk Management, Life Insurance
Education
Penn State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Roman Catholic High School 2006 — 2010
Matthew Otte, Esq Matthew Otte, Esq's AXA Advisors Experience January 2015 - June 2015
Job Attorney
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
AXA Advisors January 2015 - June 2015
Epiq Systems September 2014 - June 2015
Scales of Justice, LLP March 2014 - August 2014
Small Business Law Clinic August 2013 - December 2013
Scales of Justice January 2013 - December 2013
Surfdog Records October 2012 - January 2013
IMG May 2012 - August 2012
The Biggest Loser Resorts April 2011 - August 2011
Providence College Intramural Department August 2008 - May 2010
Skills
Legal Writing, Legal Research, Microsoft Office, Westlaw, Legal Assistance, Microsoft Excel, Teamwork, Nonprofits, PowerPoint, Lexis, Community Outreach, Athletics, Fundraising, Business Formation, Small Business, Client Counseling, Event Management, Outlook, Customer Service, People Skills, Team Management, Sports Management, Sports Law, Editing, Business Strategy, Corporate Law, Legal Documents, Sales, Document Review, Wealth Management, Investment Strategies, Alternative Investments, FINRA, Anti Money Laundering, Regulatory Compliance
Education
Thomas Jefferson School of Law 2011 — 2013
JD, law, Graduated Dec. 2013 Cum Laude
Providence College Graduate School 2008 — 2010
Masters, International Business
Providence College 2004 — 2008
BS, Management
Morgan Stanley June 2015 - Present
AXA Advisors January 2015 - June 2015
Epiq Systems September 2014 - June 2015
Scales of Justice, LLP March 2014 - August 2014
Small Business Law Clinic August 2013 - December 2013
Scales of Justice January 2013 - December 2013
Surfdog Records October 2012 - January 2013
IMG May 2012 - August 2012
The Biggest Loser Resorts April 2011 - August 2011
Providence College Intramural Department August 2008 - May 2010
Skills
Legal Writing, Legal Research, Microsoft Office, Westlaw, Legal Assistance, Microsoft Excel, Teamwork, Nonprofits, PowerPoint, Lexis, Community Outreach, Athletics, Fundraising, Business Formation, Small Business, Client Counseling, Event Management, Outlook, Customer Service, People Skills, Team Management, Sports Management, Sports Law, Editing, Business Strategy, Corporate Law, Legal Documents, Sales, Document Review, Wealth Management, Investment Strategies, Alternative Investments, FINRA, Anti Money Laundering, Regulatory Compliance
Education
Thomas Jefferson School of Law 2011 — 2013
JD, law, Graduated Dec. 2013 Cum Laude
Providence College Graduate School 2008 — 2010
Masters, International Business
Providence College 2004 — 2008
BS, Management
Hai(Billy) Zhang Hai(Billy) Zhang's AXA Advisors Experience March 2008 - Present
Job Vice President, West Region/Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2008 - Present
Skills
Financial position..., Risk Assessment, Tax strategies and..., Estate Planning, Retirement Planning, Wealth Management..., Investment Management, Financial Planners, Investment Strategies, Asset Management, Wealth Management, Investment planning,...
Education
Pepperdine University, The George L. Graziadio School of Business and Management
University of California, Los Angeles
Master's degree, Finance, General
AXA Advisors March 2008 - Present
Skills
Financial position..., Risk Assessment, Tax strategies and..., Estate Planning, Retirement Planning, Wealth Management..., Investment Management, Financial Planners, Investment Strategies, Asset Management, Wealth Management, Investment planning,...
Education
Pepperdine University, The George L. Graziadio School of Business and Management
University of California, Los Angeles
Master's degree, Finance, General
Adam Doren Adam Doren's AXA Advisors Experience January 2008 - May 2008
Job Commodities Middle Office (consultant) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Rebeka Bernstein's AXA Advisors Experience May 2005 - December 2007
Job JS Johnson Investments
Industry Executive Office
Experience
JS Johnson Investments November 2014 - Present
Harmony Projects November 2014 - Present
inVentiv Health April 2014 - September 2014
Heidrick & Struggles January 2012 - February 2014
Warner Music Group February 2009 - January 2012
iStar Financial January 2008 - September 2008
AXA Advisors May 2005 - December 2007
Skills
Healthcare, Hospitals, Public Speaking, Research, Strategic Planning, Healthcare Management, PowerPoint, Budgets, Leadership, Microsoft Excel, Microsoft Office, Event Planning, Nursing, Customer Service, Clinical Research, Business Travel, Heavy Calendaring, Executive Calendar..., Management, Event Management, Human Resources, Social Media
Education
Phillips Beth Israel School of Nursing
ASN, Registered Nursing/Registered Nurse
City University of New York-Queens College 1999 — 2003
BA, Business Honors Program, 3.4 GPA
JS Johnson Investments November 2014 - Present
Harmony Projects November 2014 - Present
inVentiv Health April 2014 - September 2014
Heidrick & Struggles January 2012 - February 2014
Warner Music Group February 2009 - January 2012
iStar Financial January 2008 - September 2008
AXA Advisors May 2005 - December 2007
Skills
Healthcare, Hospitals, Public Speaking, Research, Strategic Planning, Healthcare Management, PowerPoint, Budgets, Leadership, Microsoft Excel, Microsoft Office, Event Planning, Nursing, Customer Service, Clinical Research, Business Travel, Heavy Calendaring, Executive Calendar..., Management, Event Management, Human Resources, Social Media
Education
Phillips Beth Israel School of Nursing
ASN, Registered Nursing/Registered Nurse
City University of New York-Queens College 1999 — 2003
BA, Business Honors Program, 3.4 GPA
Angela Vinci Angela Vinci's AXA Advisors Experience July 2010 - September 2010
Job Accountant
Industry Banking
Experience
Société Générale July 2015 - Present
Jefferies LLC August 2014 - July 2015
Barclays November 2012 - August 2014
Barclays March 2012 - November 2012
Morgan Stanley Smith Barney May 2011 - October 2011
Silipos Inc. July 2010 - May 2011
AXA Advisors July 2010 - September 2010
Pace University September 2008 - January 2010
Skills
Italian, MRI, Microsoft Office, Customer Service, Mathematics, Excel, Word, PowerPoint, Event Management, Equities, Asset Allocation, Access, Statistics, Customer Relations, English, Solver, Microsoft Excel, Microsoft Word, Finance, Marketing, Research, Economics, Social Media, Accounting, Derivatives, Financial Analysis, Leadership, Management
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance & Marketing
Société Générale July 2015 - Present
Jefferies LLC August 2014 - July 2015
Barclays November 2012 - August 2014
Barclays March 2012 - November 2012
Morgan Stanley Smith Barney May 2011 - October 2011
Silipos Inc. July 2010 - May 2011
AXA Advisors July 2010 - September 2010
Pace University September 2008 - January 2010
Skills
Italian, MRI, Microsoft Office, Customer Service, Mathematics, Excel, Word, PowerPoint, Event Management, Equities, Asset Allocation, Access, Statistics, Customer Relations, English, Solver, Microsoft Excel, Microsoft Word, Finance, Marketing, Research, Economics, Social Media, Accounting, Derivatives, Financial Analysis, Leadership, Management
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance & Marketing
Lindsay Mullaney Lindsay Mullaney's AXA Advisors Experience June 2007 - August 2007
Job Senior Procurement Analyst & Inventory Control Team Lead at Unilever
Industry Consumer Goods
Experience
Unilever August 2014 - Present
Unilever November 2011 - August 2014
Unilever January 2010 - November 2011
Honeywell Aerospace July 2009 - January 2010
Honeywell Aerospace January 2009 - July 2009
Honeywell Aerospace June 2008 - December 2008
AXA Advisors June 2007 - August 2007
Skills
Manugistics, SAP R/3, SAP APO, Supply Chain Management, Inventory Management, Materials Management, Demand Planning, Six Sigma, Transition Planning, Green Belt, Procurement, Customer Service, Buying, MPS, Project Planning, Project Execution, Project Coordination, Supply Chain, MRP, Sales Operations, Forecasting, Manufacturing, Planning, SAP, Supplier Management, Lean Manufacturing, Demand Forecasting, Continuous Improvement, Production Planning, Process Improvement, Purchasing, APICS, Operations Management, Cross-functional Team..., Capacity Planning, Demand Management, Sourcing, Supply Chain Operations, Vendor Management, Sourcing & Procurement, Excel, Problem Solving, MS Project, S&OP implementation, Management, Microsoft Excel, Strategic Sourcing
Education
Rutgers University 2012 — 2014
Master of Business Administration (MBA), Leadership & Supply Chain Management
Penn State University 2004 — 2008
BS, Supply Chain and Information Systems
Università degli Studi di Siena 2007 — 2007
Minor, International Business
Unilever August 2014 - Present
Unilever November 2011 - August 2014
Unilever January 2010 - November 2011
Honeywell Aerospace July 2009 - January 2010
Honeywell Aerospace January 2009 - July 2009
Honeywell Aerospace June 2008 - December 2008
AXA Advisors June 2007 - August 2007
Skills
Manugistics, SAP R/3, SAP APO, Supply Chain Management, Inventory Management, Materials Management, Demand Planning, Six Sigma, Transition Planning, Green Belt, Procurement, Customer Service, Buying, MPS, Project Planning, Project Execution, Project Coordination, Supply Chain, MRP, Sales Operations, Forecasting, Manufacturing, Planning, SAP, Supplier Management, Lean Manufacturing, Demand Forecasting, Continuous Improvement, Production Planning, Process Improvement, Purchasing, APICS, Operations Management, Cross-functional Team..., Capacity Planning, Demand Management, Sourcing, Supply Chain Operations, Vendor Management, Sourcing & Procurement, Excel, Problem Solving, MS Project, S&OP implementation, Management, Microsoft Excel, Strategic Sourcing
Education
Rutgers University 2012 — 2014
Master of Business Administration (MBA), Leadership & Supply Chain Management
Penn State University 2004 — 2008
BS, Supply Chain and Information Systems
Università degli Studi di Siena 2007 — 2007
Minor, International Business
Joseph Thayres, MBA Joseph Thayres, MBA's AXA Advisors Experience November 2012 - May 2013
Job Investment Analyst at ROCH Capital
Industry Venture Capital & Private Equity
Experience
Roch Capital, Inc June 2014 - Present
Applied Bank June 2013 - June 2014
AXA Advisors November 2012 - May 2013
West Deptford Board of Education June 2010 - November 2012
Skills
Commercial Real Estate..., Argus Modeling, Financial Analysis, Financial Modeling, Microsoft Excel, Commercial Real Estate, Microsoft Word, Credit Analysis, Financial Statements, Microsoft PowerPoint, Prezi, Finance, Teamwork, Time Management, Banking, Sageworks, Credit Risk, Commercial Lending, Cash Flow Forecasting
Education
Philadelphia University 2012 — 2013
Master of Business Administration, Finance
Philadelphia University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Roch Capital, Inc June 2014 - Present
Applied Bank June 2013 - June 2014
AXA Advisors November 2012 - May 2013
West Deptford Board of Education June 2010 - November 2012
Skills
Commercial Real Estate..., Argus Modeling, Financial Analysis, Financial Modeling, Microsoft Excel, Commercial Real Estate, Microsoft Word, Credit Analysis, Financial Statements, Microsoft PowerPoint, Prezi, Finance, Teamwork, Time Management, Banking, Sageworks, Credit Risk, Commercial Lending, Cash Flow Forecasting
Education
Philadelphia University 2012 — 2013
Master of Business Administration, Finance
Philadelphia University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Joe Norvish Joe Norvish's AXA Advisors Experience November 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Skills
Wealth Management, Retirement Planning, Investment Services, Risk Management, Tax-Efficient..., 401(k) Distribution..., Estate Conservation..., Insurance Services
Education
Quinnipiac University
Bachelor of Arts, Political Science, Cum Laude
AXA Advisors November 2012 - Present
Skills
Wealth Management, Retirement Planning, Investment Services, Risk Management, Tax-Efficient..., 401(k) Distribution..., Estate Conservation..., Insurance Services
Education
Quinnipiac University
Bachelor of Arts, Political Science, Cum Laude
Dominic Del Corso Dominic Del Corso's AXA Advisors Experience June 2005 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
Skills
Retirement Planning, Financial Needs Analysis, Qualified Retirement..., Life Insurance, Financial Services, Financial Planners, Personal Financial..., Estate Planning, College Savings Plans, Long-term Care
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
State University of New York 1987 — 1994
Bachelor of Science (B.S.), Chemisty
AXA Advisors June 2005 - Present
Skills
Retirement Planning, Financial Needs Analysis, Qualified Retirement..., Life Insurance, Financial Services, Financial Planners, Personal Financial..., Estate Planning, College Savings Plans, Long-term Care
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
State University of New York 1987 — 1994
Bachelor of Science (B.S.), Chemisty
Gerald Miletics Jr.'s AXA Advisors Experience April 1999 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors April 1999 - Present
Education
Penn State University 1993 — 1997
AXA Advisors April 1999 - Present
Education
Penn State University 1993 — 1997
Dan Pressl Dan Pressl's AXA Advisors Experience June 2010 - December 2010
Job Operations and Logistics Manager at The Furniture XChange
Industry Financial Services
Experience
The Furniture X-Change December 2014 - Present
The Furniture X-Change January 2013 - December 2014
Independent Contractor, NJ January 2011 - January 2013
IPO Financial January 2011 - May 2012
AXA Advisors June 2010 - December 2010
Commerzbank AG 2009 - 2009
Skills
Problem Solving, Microsoft Office, Teamwork, Coaching, Social Media, Mentoring, Software Analysis
Education
Quinnipiac University 2006 — 2010
B.S., Finance
Delbarton School 2003 — 2006
H.S.
The Furniture X-Change December 2014 - Present
The Furniture X-Change January 2013 - December 2014
Independent Contractor, NJ January 2011 - January 2013
IPO Financial January 2011 - May 2012
AXA Advisors June 2010 - December 2010
Commerzbank AG 2009 - 2009
Skills
Problem Solving, Microsoft Office, Teamwork, Coaching, Social Media, Mentoring, Software Analysis
Education
Quinnipiac University 2006 — 2010
B.S., Finance
Delbarton School 2003 — 2006
H.S.
Desmond McCarthy Desmond McCarthy's AXA Advisors Experience September 2014 - December 2014
Job Internal Sales Director at HRC Fund Associates, LLC Member FINRA/SIPC
Industry Financial Services
Experience
HRC Fund Associates, LLC Member FINRA/SIPC December 2014 - Present
AXA Advisors September 2014 - December 2014
Fire Island Ferries, Inc. 2012 - 2014
Fire Island Ferries, Inc. 2008 - 2012
Skills
Finance, Investments, Mutual Funds, Asset Management, Portfolio Management, Series 7, Retirement Planning, Financial Analysis, Marketing, Wealth Management, Financial Services, Microsoft Excel, Microsoft Office
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance
Saint John the Baptist Diocesan High School 2005 — 2009
HRC Fund Associates, LLC Member FINRA/SIPC December 2014 - Present
AXA Advisors September 2014 - December 2014
Fire Island Ferries, Inc. 2012 - 2014
Fire Island Ferries, Inc. 2008 - 2012
Skills
Finance, Investments, Mutual Funds, Asset Management, Portfolio Management, Series 7, Retirement Planning, Financial Analysis, Marketing, Wealth Management, Financial Services, Microsoft Excel, Microsoft Office
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance
Saint John the Baptist Diocesan High School 2005 — 2009
Danielle Biron Danielle Biron's AXA Advisors Experience January 2013 - May 2013
Job Specialty Sales Representative Noven Pharmaceuticals
Industry Pharmaceuticals
Experience
Noven Pharmaceuticals May 2014 - Present
Alamo Pharmaceutical- Eckson Labs May 2013 - April 2014
AXA Advisors January 2013 - May 2013
Warner Chilcott, Ashfield Healthcare June 2011 - January 2013
Alliance Healthcare May 2010 - July 2011
Skills
Pharmaceutical Sales, Sales Operations, Sales, Urology, Budgets, Healthcare, Telecommunications, Pharmaceutical Industry, Account Management, Cold Calling, Cross-functional Team..., Team Leadership, Sales Management, Salesforce.com, Selling
Education
Penn State University 2007 — 2009
Bachelor of Arts (BA), Telecommunications Management
State University of New York at Albany 2005 — 2007
Undergraduate Studies
Archbishop Wood
Nativity
Nativity
Noven Pharmaceuticals May 2014 - Present
Alamo Pharmaceutical- Eckson Labs May 2013 - April 2014
AXA Advisors January 2013 - May 2013
Warner Chilcott, Ashfield Healthcare June 2011 - January 2013
Alliance Healthcare May 2010 - July 2011
Skills
Pharmaceutical Sales, Sales Operations, Sales, Urology, Budgets, Healthcare, Telecommunications, Pharmaceutical Industry, Account Management, Cold Calling, Cross-functional Team..., Team Leadership, Sales Management, Salesforce.com, Selling
Education
Penn State University 2007 — 2009
Bachelor of Arts (BA), Telecommunications Management
State University of New York at Albany 2005 — 2007
Undergraduate Studies
Archbishop Wood
Nativity
Nativity
Connor McLaughlin Connor McLaughlin's AXA Advisors Experience June 2015 - August 2015
Job Student at The Pennsylvania State University
Industry Financial Services
Experience
AXA Advisors June 2015 - August 2015
Overbook Investment Group May 2014 - August 2015
The Dagit Group June 2014 - August 2014
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork
Education
Penn State University 2013 — 2017
Bachelor of Science, Finance, Junior
St. Joseph’s Preparatory School 2009 — 2013
AXA Advisors June 2015 - August 2015
Overbook Investment Group May 2014 - August 2015
The Dagit Group June 2014 - August 2014
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork
Education
Penn State University 2013 — 2017
Bachelor of Science, Finance, Junior
St. Joseph’s Preparatory School 2009 — 2013
Dwayne Holland's AXA Advisors Experience October 2007 - December 2011
Job
Industry Health, Wellness and Fitness
Experience
AXA Advisors October 2007 - December 2011
Capital Financial Group, LLC March 2007 - October 2007
Wayne Water Systems January 2006 - October 2006
DSS, Inc. June 1998 - November 2005
Education
Purdue University 2000 — 2005
BS, Industrial Engineering
AXA Advisors October 2007 - December 2011
Capital Financial Group, LLC March 2007 - October 2007
Wayne Water Systems January 2006 - October 2006
DSS, Inc. June 1998 - November 2005
Education
Purdue University 2000 — 2005
BS, Industrial Engineering
Chris Kelly,CFP's AXA Advisors Experience May 1995 - July 2000
Job Wealth Manager, Liberty Capital Management
Industry Investment Management
Experience
Liberty Capital Management July 2000 - Present
Axa Advisors May 1995 - July 2000
Fritz Companies October 1993 - May 1995
Dateline Forwarding 1992 - 1993
Radix Group 1989 - 1992
Pandair 1982 - 1987
Skills
Wealth Management..., Strategic Financial..., Investments, Tax, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Wealth, Financial Planners, Investment Management, Uniform Combined State..., Series 7, Portfolio Management, Family Office, Separately Managed..., Investment Advisory, 529 Plans, Asset Allocation, Retirement, Pensions, Series 65, ETFs, Finance, Certified Financial..., Long Term Care Insurance, Small Business, Alternative Investments, FINRA, Securities, High Net Worth..., Investment Strategies, Series 63, Equities, Mutual Funds, IRAs, Series 6, Fixed Annuities, Insurance, Asset Management, 401k, Retirement Plan..., Wealth Accumulation, Investment Advisory..., Long-term Care, Employee Benefits, Estate Tax Planning, Inheritance Tax Planning, Financial Services, Life Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business & Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BA, Business
Sandler University
Liberty Capital Management July 2000 - Present
Axa Advisors May 1995 - July 2000
Fritz Companies October 1993 - May 1995
Dateline Forwarding 1992 - 1993
Radix Group 1989 - 1992
Pandair 1982 - 1987
Skills
Wealth Management..., Strategic Financial..., Investments, Tax, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Wealth, Financial Planners, Investment Management, Uniform Combined State..., Series 7, Portfolio Management, Family Office, Separately Managed..., Investment Advisory, 529 Plans, Asset Allocation, Retirement, Pensions, Series 65, ETFs, Finance, Certified Financial..., Long Term Care Insurance, Small Business, Alternative Investments, FINRA, Securities, High Net Worth..., Investment Strategies, Series 63, Equities, Mutual Funds, IRAs, Series 6, Fixed Annuities, Insurance, Asset Management, 401k, Retirement Plan..., Wealth Accumulation, Investment Advisory..., Long-term Care, Employee Benefits, Estate Tax Planning, Inheritance Tax Planning, Financial Services, Life Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business & Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BA, Business
Sandler University
Jay Sarmenta's AXA Advisors Experience May 2005 - October 2005
Job Vice President, Compliance at Oakmont Corporation
Industry Financial Services
Experience
Oakmont Corporation August 2014 - Present
UnionBanc Investment Services June 2007 - August 2014
Wilshire Associates October 2005 - June 2007
AXA Advisors May 2005 - October 2005
National Planning Corporation (NPC) August 1999 - May 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
Oakmont Corporation August 2014 - Present
UnionBanc Investment Services June 2007 - August 2014
Wilshire Associates October 2005 - June 2007
AXA Advisors May 2005 - October 2005
National Planning Corporation (NPC) August 1999 - May 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
Natalia Echeverri's AXA Advisors Experience December 2007 - July 2010
Job Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management The Live Oak Group July 2010 - Present
AXA Advisors December 2007 - July 2010
AA Consulting Inc. January 2004 - October 2007
Accenture June 2000 - December 2003
RK Technologies May 1999 - May 2000
Bancolombia January 1998 - July 1998
Skills
Strategic Financial..., Financial Analysis, Insurance, Management Consulting, Investments, Portfolio Management, Wealth Management, Business Analysis, Equities, Business Process..., Business Strategy, Financial Services, Strategic Planning, Executive Management, Banking, Consulting, Risk Management
Education
FINRA/ Florida Department Financial Services 2007 — 2015
Series 9; Series 10; Series 7; Series 66; State Variable Life & Health Insurance
Pontificia Universidad Javeriana 1994 — 1999
B.S. Industrial Engineering
Morgan Stanley Wealth Management The Live Oak Group July 2010 - Present
AXA Advisors December 2007 - July 2010
AA Consulting Inc. January 2004 - October 2007
Accenture June 2000 - December 2003
RK Technologies May 1999 - May 2000
Bancolombia January 1998 - July 1998
Skills
Strategic Financial..., Financial Analysis, Insurance, Management Consulting, Investments, Portfolio Management, Wealth Management, Business Analysis, Equities, Business Process..., Business Strategy, Financial Services, Strategic Planning, Executive Management, Banking, Consulting, Risk Management
Education
FINRA/ Florida Department Financial Services 2007 — 2015
Series 9; Series 10; Series 7; Series 66; State Variable Life & Health Insurance
Pontificia Universidad Javeriana 1994 — 1999
B.S. Industrial Engineering
Erik Vollbrecht's AXA Advisors Experience October 2004 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2004 - Present
Education
University of Pittsburgh 2003 — 2004
MBA, Management
Pennsylvania State University-Erie Campus 1996 — 2000
BA, Management and Marketing
AXA Advisors October 2004 - Present
Education
University of Pittsburgh 2003 — 2004
MBA, Management
Pennsylvania State University-Erie Campus 1996 — 2000
BA, Management and Marketing
Jerry Jacob's AXA Advisors Experience September 2006 - December 2006
Job Senior Systems Architect at Executive Monetary Management
Industry Financial Services
Experience
EMM May 2014 - Present
Milliman March 2009 - April 2014
Lexis Health Software, Inc. May 2008 - February 2009
AXA Advisors September 2006 - December 2006
Skills
SQL, VBA, Access, VB.NET, HTML, Java, JavaScript, XML, UML, PHP, C++, Microsoft Excel, Microsoft Reporting..., OneNote, SharePoint, MS Project, Visio, PowerPoint, Lotus Notes, FTP, Business Intelligence, Integration, Analysis, Databases, Microsoft SQL Server, SDLC, Business Analysis, Software Project..., Requirements Analysis, Management, Visual Basic, Software Development, Database Design, Leadership, Data Analysis, ETL, Unix, Agile Methodologies, Software Documentation, Testing, Systems Analysis, Programming, Visual Studio, .NET, Operating Systems, Windows
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Information Systems, ▪ Overall GPA: 3.81 ▪ Major GPA: 3.96(Finance), 3.91(Information Systems)
EMM May 2014 - Present
Milliman March 2009 - April 2014
Lexis Health Software, Inc. May 2008 - February 2009
AXA Advisors September 2006 - December 2006
Skills
SQL, VBA, Access, VB.NET, HTML, Java, JavaScript, XML, UML, PHP, C++, Microsoft Excel, Microsoft Reporting..., OneNote, SharePoint, MS Project, Visio, PowerPoint, Lotus Notes, FTP, Business Intelligence, Integration, Analysis, Databases, Microsoft SQL Server, SDLC, Business Analysis, Software Project..., Requirements Analysis, Management, Visual Basic, Software Development, Database Design, Leadership, Data Analysis, ETL, Unix, Agile Methodologies, Software Documentation, Testing, Systems Analysis, Programming, Visual Studio, .NET, Operating Systems, Windows
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Information Systems, ▪ Overall GPA: 3.81 ▪ Major GPA: 3.96(Finance), 3.91(Information Systems)
Todd Brady, CIMA, CAIA's AXA Advisors Experience January 2002 - March 2004
Job Partner at Ironview Capital Management
Industry Financial Services
Experience
Ironview Capital Management September 2014 - Present
Lockwood Advisors, Inc. August 2006 - September 2014
Lockwood Avisors 2003 - 2006
AXA Advisors January 2002 - March 2004
Skills
Sales Process, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Separately Managed..., Series 63, ETFs, Investment Advisory, Investments, Asset Management, Investment Management, Financial Services, Equities, Securities
Education
Penn State University 1998 — 2002
Bachelor of Science, Economics
Ironview Capital Management September 2014 - Present
Lockwood Advisors, Inc. August 2006 - September 2014
Lockwood Avisors 2003 - 2006
AXA Advisors January 2002 - March 2004
Skills
Sales Process, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Separately Managed..., Series 63, ETFs, Investment Advisory, Investments, Asset Management, Investment Management, Financial Services, Equities, Securities
Education
Penn State University 1998 — 2002
Bachelor of Science, Economics
Dan Currier's AXA Advisors Experience June 2007 - July 2008
Job Director Enterprise Accounts
Industry Information Technology and Services
Experience
Docupace Technologies April 2011 - Present
Translations.com August 2008 - July 2010
AXA Advisors June 2007 - July 2008
Skills
Financial Services, Social Media Marketing, Social Networking, Business Analysis, Salesforce.com, Business Development, Strategic Planning, SaaS, Strategic Partnerships, Consulting
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
Docupace Technologies April 2011 - Present
Translations.com August 2008 - July 2010
AXA Advisors June 2007 - July 2008
Skills
Financial Services, Social Media Marketing, Social Networking, Business Analysis, Salesforce.com, Business Development, Strategic Planning, SaaS, Strategic Partnerships, Consulting
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
L. Brent Strickler's AXA Advisors Experience March 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2008 - Present
UPS May 2001 - December 2007
Air Wisconsin Airlines December 1998 - May 2001
Grand Aire Express May 1996 - December 1998
Education
Purdue University 1990 — 1994
BS, AS, Aviation Technology
AXA Advisors March 2008 - Present
UPS May 2001 - December 2007
Air Wisconsin Airlines December 1998 - May 2001
Grand Aire Express May 1996 - December 1998
Education
Purdue University 1990 — 1994
BS, AS, Aviation Technology
Neftaly Cruz's AXA Advisors Experience January 2007 - September 2007
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2010 - Present
The Vanguard Group September 2007 - July 2010
AXA Advisors January 2007 - September 2007
Skills
Mutual Funds, Hold Series 7, Series 63, DMAIC, Pilot Projects, Coaching, Pennsylvania State..., CRM, Asset Allocation, United Way Volunteer, Series 6, Series 7, Portfolio Management, Investments, Financial Services, Retirement Planning, Retirement, Wealth Management, 401k, Finance
Education
Penn State University 2002 — 2006
Business Administration, Financial Services
Vanguard August 2010 - Present
The Vanguard Group September 2007 - July 2010
AXA Advisors January 2007 - September 2007
Skills
Mutual Funds, Hold Series 7, Series 63, DMAIC, Pilot Projects, Coaching, Pennsylvania State..., CRM, Asset Allocation, United Way Volunteer, Series 6, Series 7, Portfolio Management, Investments, Financial Services, Retirement Planning, Retirement, Wealth Management, 401k, Finance
Education
Penn State University 2002 — 2006
Business Administration, Financial Services
Matt Isca's AXA Advisors Experience 2008 - Present
Job Branch Operations Manager at AXA Equitable
Industry Financial Services
Experience
AXA Advisors 2008 - Present
AXA Equitable November 1998 - March 2008
Education
Queens College 1992 — 1997
AXA Advisors 2008 - Present
AXA Equitable November 1998 - March 2008
Education
Queens College 1992 — 1997
Manvi Jain's AXA Advisors Experience September 2008 - December 2008
Job Account Manager
Industry Financial Services
Experience
Polaris Consulting & Services Ltd June 2010 - Present
Polaris Financial Technology Limited 2010 - 2013
Pace University September 2008 - December 2009
Pace University May 2008 - December 2009
RSI SILICON LLC July 2009 - October 2009
AXA Advisors September 2008 - December 2008
Pace University May 2008 - August 2008
Flora International July 2006 - July 2007
Skills
Financial Modeling, Market Research, Valuation, Analysis, Forecasting, Equities, Business Planning, Investments, Accounting, Management, New Business Development, SPSS, Statistics, Financial Analysis, Business Analysis
Education
Pace University 2007 — 2010
MBA
St. Mary's Convent High School
Polaris Consulting & Services Ltd June 2010 - Present
Polaris Financial Technology Limited 2010 - 2013
Pace University September 2008 - December 2009
Pace University May 2008 - December 2009
RSI SILICON LLC July 2009 - October 2009
AXA Advisors September 2008 - December 2008
Pace University May 2008 - August 2008
Flora International July 2006 - July 2007
Skills
Financial Modeling, Market Research, Valuation, Analysis, Forecasting, Equities, Business Planning, Investments, Accounting, Management, New Business Development, SPSS, Statistics, Financial Analysis, Business Analysis
Education
Pace University 2007 — 2010
MBA
St. Mary's Convent High School
Frank Barone's AXA Advisors Experience June 2003 - September 2008
Job VP, Planning & Analysis, Citi
Industry Financial Services
Experience
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Maurice Habif's AXA Advisors Experience June 2006 - August 2006
Job Associate Director Multihousing Investment Sales
Industry Real Estate
Experience
HFF November 2011 - Present
Urdang Securities Management May 2010 - August 2010
Oliver Wyman September 2008 - June 2009
JPMorgan Chase June 2007 - August 2007
AXA Advisors June 2006 - August 2006
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Investments, Capital Markets, Corporate Finance, Equities, Real Estate
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate
Princeton University 2004 — 2008
AB, Economics
Gulliver Prep 2000 — 2004
HFF November 2011 - Present
Urdang Securities Management May 2010 - August 2010
Oliver Wyman September 2008 - June 2009
JPMorgan Chase June 2007 - August 2007
AXA Advisors June 2006 - August 2006
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Investments, Capital Markets, Corporate Finance, Equities, Real Estate
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate
Princeton University 2004 — 2008
AB, Economics
Gulliver Prep 2000 — 2004
Chad Strban's AXA Advisors Experience July 2006 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2006 - Present
Katy ISD August 1999 - May 2006
Education
Prairie View A&M University 2003 — 2005
Masters in Educational Administration, Administration
Texas A&M University 1993 — 1996
Bachelor of Science, Kinesiology, History
AXA Advisors July 2006 - Present
Katy ISD August 1999 - May 2006
Education
Prairie View A&M University 2003 — 2005
Masters in Educational Administration, Administration
Texas A&M University 1993 — 1996
Bachelor of Science, Kinesiology, History
VK Singh's AXA Advisors Experience 2006 - 2007
Job Petroleum Distribution & Travel Plaza Operations
Industry Oil & Energy
Experience
Liberty Petroleum Distributors June 2012 - Present
Hudson Financial Partners Capital Markets January 2008 - August 2008
AXA Advisors 2006 - 2007
Education
Pace University 2004 — 2008
BBA, Finance
Liberty Petroleum Distributors June 2012 - Present
Hudson Financial Partners Capital Markets January 2008 - August 2008
AXA Advisors 2006 - 2007
Education
Pace University 2004 — 2008
BBA, Finance
Brandon Wiemers's AXA Advisors Experience May 2007 - February 2008
Job Business Manager at USAA
Industry Financial Services
Experience
USAA March 2015 - Present
USAA November 2009 - March 2015
JPMorgan Chase April 2008 - November 2009
AXA Advisors May 2007 - February 2008
Skills
Series 7, Series 65, Series 63, Retirement Planning, Series 6, IRAs, College Savings Plans, Wealth Management, Mutual Funds, Fixed Annuities, Roth IRA, Investment Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Texas A&M University-Corpus Christi 2013 — 2016
Master of Business Administration (M.B.A.)
Prairie View A&M University 2003 — 2007
BBA, Finance
D'Hanis High School
USAA March 2015 - Present
USAA November 2009 - March 2015
JPMorgan Chase April 2008 - November 2009
AXA Advisors May 2007 - February 2008
Skills
Series 7, Series 65, Series 63, Retirement Planning, Series 6, IRAs, College Savings Plans, Wealth Management, Mutual Funds, Fixed Annuities, Roth IRA, Investment Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Texas A&M University-Corpus Christi 2013 — 2016
Master of Business Administration (M.B.A.)
Prairie View A&M University 2003 — 2007
BBA, Finance
D'Hanis High School
Barry Maurillo's AXA Advisors Experience August 2009 - July 2011
Job Senior Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PwC September 2014 - Present
Grant Thornton LLP May 2011 - September 2014
AXA Advisors August 2009 - July 2011
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Risk Management, Estate Planning, Financial Analysis, Securities, Microsoft Excel, Financial Planners, Mutual Funds, 401k, Series 7, Small Business, Finance, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
MBA Candidate, Finance and Supply Chain Management
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
PwC September 2014 - Present
Grant Thornton LLP May 2011 - September 2014
AXA Advisors August 2009 - July 2011
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Risk Management, Estate Planning, Financial Analysis, Securities, Microsoft Excel, Financial Planners, Mutual Funds, 401k, Series 7, Small Business, Finance, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
MBA Candidate, Finance and Supply Chain Management
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Benjamin Berghaendler's AXA Advisors Experience June 2010 - August 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BlackRock April 2013 - November 2014
S&P Capital IQ May 2012 - April 2013
Pace University October 2011 - May 2012
Mediobanca June 2011 - September 2011
L.J. Altfest & Co August 2010 - June 2011
AXA Advisors June 2010 - August 2010
Pace University January 2010 - July 2010
Skills
Excel, Bloomberg, PowerPoint, Morningstar, Microsoft Excel, Thompson One, Thomson One, Capital IQ, EDGAR filings, Corporate Finance, Fixed Income, Asset Managment, Portfolio Management, Financial Reporting, Rebalancing, Procurement, Asset Management, Financial Modeling, Bloomberg Terminal, Finance, Investments, Market Research
Education
Pace University - Lubin School of Business 2009 — 2012
MBA, Finance - Investment Management, Overall GPA: 3.9/4.0
University of Applied Sciences Bremerhaven 2005 — 2009
BS, Business Management
BlackRock November 2014 - Present
BlackRock April 2013 - November 2014
S&P Capital IQ May 2012 - April 2013
Pace University October 2011 - May 2012
Mediobanca June 2011 - September 2011
L.J. Altfest & Co August 2010 - June 2011
AXA Advisors June 2010 - August 2010
Pace University January 2010 - July 2010
Skills
Excel, Bloomberg, PowerPoint, Morningstar, Microsoft Excel, Thompson One, Thomson One, Capital IQ, EDGAR filings, Corporate Finance, Fixed Income, Asset Managment, Portfolio Management, Financial Reporting, Rebalancing, Procurement, Asset Management, Financial Modeling, Bloomberg Terminal, Finance, Investments, Market Research
Education
Pace University - Lubin School of Business 2009 — 2012
MBA, Finance - Investment Management, Overall GPA: 3.9/4.0
University of Applied Sciences Bremerhaven 2005 — 2009
BS, Business Management
Matthew Weber's AXA Advisors Experience June 2005 - August 2005
Job Investment Banking Associate at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2015 - Present
Daroth Capital Advisors LLC June 2014 - June 2015
Mangrove Partners June 2013 - August 2013
Caveat Emptor Capital Management February 2013 - May 2013
Cambridge Associates March 2007 - July 2012
Acumen Solutions August 2006 - January 2007
AXA Advisors June 2005 - August 2005
Atlanta Spirit, LLC June 2004 - August 2004
Skills
Portfolio Management, Finance, Investments, Analysis, Asset Management, Asset Allocation, Financial Modeling, Asset Managment, Management, Auditing, Strategy, Equities, Equity Research, Investment Banking
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Strategy
Penn State University 2002 — 2006
Bachelor's Degree, Finance, Minor, Economics
Credit Suisse July 2015 - Present
Daroth Capital Advisors LLC June 2014 - June 2015
Mangrove Partners June 2013 - August 2013
Caveat Emptor Capital Management February 2013 - May 2013
Cambridge Associates March 2007 - July 2012
Acumen Solutions August 2006 - January 2007
AXA Advisors June 2005 - August 2005
Atlanta Spirit, LLC June 2004 - August 2004
Skills
Portfolio Management, Finance, Investments, Analysis, Asset Management, Asset Allocation, Financial Modeling, Asset Managment, Management, Auditing, Strategy, Equities, Equity Research, Investment Banking
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Strategy
Penn State University 2002 — 2006
Bachelor's Degree, Finance, Minor, Economics
Yuming Li's AXA Advisors Experience October 2012 - March 2014
Job Student at University of California, San Diego
Industry Financial Services
Experience
AXA Advisors October 2012 - March 2014
TCH Consulting Group January 2012 - August 2012
Chutong Technologies September 2011 - October 2011
Guosen Securities January 2010 - March 2010
Skills
Microsoft Excel, PowerPoint, Mandarin, Microsoft Word, Financial Analysis, Microsoft Office, Research, Stata, Accounting, Financial Modeling, Matlab, Customer Service, Valuation, Economics, Chinese, Financial Accounting, Corporate Finance, Bloomberg, English, Financial Reporting, Data Analysis, Project Planning, Analysis
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Master's Degree, Finance, General, 3.67
University of California, San Diego 2010 — 2012
B.S Management Science, Minor in Accounting, Finance/Accounting, 3.69
University of Cambridge 2011 — 2011
Education Abroad Program, UCSD, Accounting and Finance
Pasadena City College 2008 — 2010
associate‘s degree, Economics
AXA Advisors October 2012 - March 2014
TCH Consulting Group January 2012 - August 2012
Chutong Technologies September 2011 - October 2011
Guosen Securities January 2010 - March 2010
Skills
Microsoft Excel, PowerPoint, Mandarin, Microsoft Word, Financial Analysis, Microsoft Office, Research, Stata, Accounting, Financial Modeling, Matlab, Customer Service, Valuation, Economics, Chinese, Financial Accounting, Corporate Finance, Bloomberg, English, Financial Reporting, Data Analysis, Project Planning, Analysis
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Master's Degree, Finance, General, 3.67
University of California, San Diego 2010 — 2012
B.S Management Science, Minor in Accounting, Finance/Accounting, 3.69
University of Cambridge 2011 — 2011
Education Abroad Program, UCSD, Accounting and Finance
Pasadena City College 2008 — 2010
associate‘s degree, Economics
Alarcon-Craven Mabel's AXA Advisors Experience September 2009 - December 2011
Job Microbusiness Director at Catholic Charities Omaha
Industry Nonprofit Organization Management
Experience
Catholic Charities Omaha April 2012 - Present
AXA Advisors September 2009 - December 2011
First National Bank of Omaha January 2003 - May 2008
Skills
Long-term Customer..., Fast Learner, Proactive self-starter, Assertiveness, Goal Oriented, Connectivity, Financial Analysis, Bilingual, Management, Training, Budgets, Banking, Small Business, Business Planning, Program Management, Strategy, Building Relationships
Education
University of Nebraska at Omaha 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Pontificia Universidad Javeriana
Bachelor's degree, Business Administration and Management, General
Catholic Charities Omaha April 2012 - Present
AXA Advisors September 2009 - December 2011
First National Bank of Omaha January 2003 - May 2008
Skills
Long-term Customer..., Fast Learner, Proactive self-starter, Assertiveness, Goal Oriented, Connectivity, Financial Analysis, Bilingual, Management, Training, Budgets, Banking, Small Business, Business Planning, Program Management, Strategy, Building Relationships
Education
University of Nebraska at Omaha 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Pontificia Universidad Javeriana
Bachelor's degree, Business Administration and Management, General
Benson Giang's AXA Advisors Experience June 2011 - July 2011
Job Data Specialist
Industry Financial Services
Experience
Provident Funding Associates L.P. August 2012 - Present
Happy D Group, Inc. August 2009 - July 2012
AXA Advisors, LLC August 2011 - December 2011
AXA Advisors June 2011 - July 2011
Ralphs Grocery Company June 2006 - August 2006
Education
California State University-Fullerton - College of Business and Economics 2009 — 2012
Bachelor of Arts (B.A.), Finance
Pasadena City College 2007 — 2009
General Education / Business Courses
Provident Funding Associates L.P. August 2012 - Present
Happy D Group, Inc. August 2009 - July 2012
AXA Advisors, LLC August 2011 - December 2011
AXA Advisors June 2011 - July 2011
Ralphs Grocery Company June 2006 - August 2006
Education
California State University-Fullerton - College of Business and Economics 2009 — 2012
Bachelor of Arts (B.A.), Finance
Pasadena City College 2007 — 2009
General Education / Business Courses
Ani Troselj's AXA Advisors Experience September 2009 - October 2010
Job Cosmetics Professional
Industry Cosmetics
Experience
Freelance Make-up Artist March 2011 - Present
AXA Advisors September 2009 - October 2010
Victoria's Secret September 2008 - September 2009
Robert Half International July 2007 - January 2008
Education
Make-up Designory 2010 — 2011
Fashion Make-up Artistry
Pace University - Lubin School of Business 2003 — 2006
Bachelor of Business Administration, Business Management
Freelance Make-up Artist March 2011 - Present
AXA Advisors September 2009 - October 2010
Victoria's Secret September 2008 - September 2009
Robert Half International July 2007 - January 2008
Education
Make-up Designory 2010 — 2011
Fashion Make-up Artistry
Pace University - Lubin School of Business 2003 — 2006
Bachelor of Business Administration, Business Management
Charles Sauer, CFP®'s AXA Advisors Experience 2006 - 2008
Job Vice President, Regional Sales Director at Capital Wealth Planning Investment Advisors, LLC
Industry Information Technology and Services
Experience
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Charlie Haas's AXA Advisors Experience 2012 - 2012
Job Assist clients in identifying their lifelong goals and help them manage the associated financial risks.
Industry Financial Services
Experience
AXA Advisors 2012 - 2012
Land Rover Monmouth 2009 - 2012
Saturn / Toyota 2008 - 2009
Hold Brothers On-line Investment Services, LLC 2005 - 2007
The CIT Group 1995 - 1999
Education
Princeton University
A.B., Economics
Stuyvesant High School
AXA Advisors 2012 - 2012
Land Rover Monmouth 2009 - 2012
Saturn / Toyota 2008 - 2009
Hold Brothers On-line Investment Services, LLC 2005 - 2007
The CIT Group 1995 - 1999
Education
Princeton University
A.B., Economics
Stuyvesant High School
Nick Denisov's AXA Advisors Experience June 2012 - November 2013
Job Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. November 2013 - Present
AXA Advisors June 2012 - November 2013
Barclays Investment Bank June 2010 - August 2010
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Capital Markets, Series 7, Hedge Funds, Accounting, Alternative Investments, Equities, Financial Markets, Portfolio Management, Finance, Corporate Finance, Mutual Funds, Financial Modeling, Fixed Income, Investments, Wealth Management, Economics, Investment Strategies, Valuation, Bloomberg, Microsoft Office
Education
Pace University 2009 — 2013
Bachelor's Degree, Finance, 3.94
The Hudson School 2005 — 2009
Angelo, Gordon & Co. November 2013 - Present
AXA Advisors June 2012 - November 2013
Barclays Investment Bank June 2010 - August 2010
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Capital Markets, Series 7, Hedge Funds, Accounting, Alternative Investments, Equities, Financial Markets, Portfolio Management, Finance, Corporate Finance, Mutual Funds, Financial Modeling, Fixed Income, Investments, Wealth Management, Economics, Investment Strategies, Valuation, Bloomberg, Microsoft Office
Education
Pace University 2009 — 2013
Bachelor's Degree, Finance, 3.94
The Hudson School 2005 — 2009
Carl Milbrath's AXA Advisors Experience May 2011 - August 2011
Job Payroll Compliance Auditor at Bansley & Kiener, LLP
Industry Accounting
Experience
Bansley & Kiener, LLP July 2013 - Present
Shoreline Sightseeing May 2012 - August 2012
AXA Advisors May 2011 - August 2011
Phantom Fireworks May 2010 - August 2010
Hadady Corporation May 2008 - August 2008
Skills
Accounting, Management, Sales, Time Management, Teamwork, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Small Boat Operations, Payroll Analysis
Education
Purdue University - Krannert School of Management 2008 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
Purdue University - Krannert School of Management 2008 — 2013
Certficate of Advanced Accountancy
Bansley & Kiener, LLP July 2013 - Present
Shoreline Sightseeing May 2012 - August 2012
AXA Advisors May 2011 - August 2011
Phantom Fireworks May 2010 - August 2010
Hadady Corporation May 2008 - August 2008
Skills
Accounting, Management, Sales, Time Management, Teamwork, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Small Boat Operations, Payroll Analysis
Education
Purdue University - Krannert School of Management 2008 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
Purdue University - Krannert School of Management 2008 — 2013
Certficate of Advanced Accountancy
Sterling Miller's AXA Advisors Experience 2015 - 2015
Job
Industry Financial Services
Experience
Blue Leopard Capital 2015 - 2015
AXA Advisors 2015 - 2015
Leadership Choice Capital 2014 - 2015
Adidas 2012 - 2014
Skills
Series 7, Financial Analysis, Public Speaking, Life & Health Insurance..., Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Typing, Writing, Leadership
Education
Portland State University - School of Business 2009 — 2014
Bachelor of Science, Finance
Rex Putnam High School 2005 — 2009
Blue Leopard Capital 2015 - 2015
AXA Advisors 2015 - 2015
Leadership Choice Capital 2014 - 2015
Adidas 2012 - 2014
Skills
Series 7, Financial Analysis, Public Speaking, Life & Health Insurance..., Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Typing, Writing, Leadership
Education
Portland State University - School of Business 2009 — 2014
Bachelor of Science, Finance
Rex Putnam High School 2005 — 2009
Albert Suh's AXA Advisors Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
AXA Advisors June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Stata, Visual C++, Solidworks, Econometrics, Economics, Statistics, Microsoft Office
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Economics
Penn State University 2009 — 2013
Bachelor of Science (BS), Energy, Business, & Finance
J.P. Morgan June 2013 - Present
AXA Advisors June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Stata, Visual C++, Solidworks, Econometrics, Economics, Statistics, Microsoft Office
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Economics
Penn State University 2009 — 2013
Bachelor of Science (BS), Energy, Business, & Finance
Michael DeLiso's AXA Advisors Experience February 2012 - November 2012
Job Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
AXA February 2014 - Present
AXA November 2012 - Present
AXA Advisors February 2012 - November 2012
Skills
Business Analysis
Education
Providence College
Bachelor's degree, Business Management
Morgan Stanley October 2014 - Present
AXA February 2014 - Present
AXA November 2012 - Present
AXA Advisors February 2012 - November 2012
Skills
Business Analysis
Education
Providence College
Bachelor's degree, Business Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO