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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AXA Advisors Employees
Employee
Years
Job
Industry
Henry Levy Henry Levy's AXA Advisors Experience July 2012 - February 2013
Job People Operations Enthusiast specializing in critical HR functions
Industry Human Resources
Experience
Payroll Outsourcing Plus, LLC April 2013 - Present
Macy's February 2013 - August 2014
Clarity LLC April 2013 - July 2013
AXA Advisors July 2012 - February 2013
Doubletree Hotel & Executive Meeting Center 2011 - 2012
Guess? December 2008 - December 2010
Skills
Series 7, series 66, Life Insurance, Health Insurance, Microsoft Office, Mac OS X, Windows, Outlook, Access, Microsoft Excel, OS X, Social Media, Cold Calling, Facebook, Email, Twitter, Instagram, Retail Sales, PowerPoint, ADP Payroll, Background Checks, Drug Screens, Employee Benefits, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BA, Psychology/ Communications
Roxbury high school 2004 — 2008
Payroll Outsourcing Plus, LLC April 2013 - Present
Macy's February 2013 - August 2014
Clarity LLC April 2013 - July 2013
AXA Advisors July 2012 - February 2013
Doubletree Hotel & Executive Meeting Center 2011 - 2012
Guess? December 2008 - December 2010
Skills
Series 7, series 66, Life Insurance, Health Insurance, Microsoft Office, Mac OS X, Windows, Outlook, Access, Microsoft Excel, OS X, Social Media, Cold Calling, Facebook, Email, Twitter, Instagram, Retail Sales, PowerPoint, ADP Payroll, Background Checks, Drug Screens, Employee Benefits, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BA, Psychology/ Communications
Roxbury high school 2004 — 2008
Tom Kilfoyle Tom Kilfoyle's AXA Advisors Experience February 2010 - Present
Job “Helping business owners protect, preserve, and pursue more value from their business, more tax efficiently!”®
Industry Investment Management
Experience
Footnote Journal LLC (OBA) April 2004 - Present
AXA Advisors February 2010 - Present
Principal Financial Group February 2007 - December 2008
National Australia Bank May 1989 - February 2002
Norton Simmon Inc. 1977 - 1989
Skills
Portfolio Management, Strategic Planning, Enterprise Risk..., Exit Strategies, Succession Planning, TOLI, ESOP, Life Insurance, NQ Deferred Compensation, Free Cash Flow, Business Continuation..., Buy-sell Agreements, Defined Contribution, Finance
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Science Finance
University of Colorado at Boulder - Leeds School of Business 1972 — 1976
Bachelor of Science, Finance
Regis University 1971 — 1972
Regis High School--Denver, Co 1968 — 1972
Footnote Journal LLC (OBA) April 2004 - Present
AXA Advisors February 2010 - Present
Principal Financial Group February 2007 - December 2008
National Australia Bank May 1989 - February 2002
Norton Simmon Inc. 1977 - 1989
Skills
Portfolio Management, Strategic Planning, Enterprise Risk..., Exit Strategies, Succession Planning, TOLI, ESOP, Life Insurance, NQ Deferred Compensation, Free Cash Flow, Business Continuation..., Buy-sell Agreements, Defined Contribution, Finance
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Science Finance
University of Colorado at Boulder - Leeds School of Business 1972 — 1976
Bachelor of Science, Finance
Regis University 1971 — 1972
Regis High School--Denver, Co 1968 — 1972
Brian W. Sak, CFP®, CLU®, ChFC® Brian W. Sak, CFP®, CLU®, ChFC®'s AXA Advisors Experience May 2007 - December 2010
Job Managing Partner at Granite Harbor Advisors
Industry Financial Services
Experience
Granite Harbor Advisors January 2011 - Present
AXA Advisors May 2007 - December 2010
AXA Advisors December 2003 - May 2007
Skills
Estate Planning, Investments, Retirement, Financial Advisory, Investment Advisory, Securities, Financial Services, Insurance, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Planning, Wealth Management
Education
Texas A&M University
Bachelor of Science (B.S.)
Rice University
Certified Financial Planner®
The American College
CLU®, ChFC®
Granite Harbor Advisors January 2011 - Present
AXA Advisors May 2007 - December 2010
AXA Advisors December 2003 - May 2007
Skills
Estate Planning, Investments, Retirement, Financial Advisory, Investment Advisory, Securities, Financial Services, Insurance, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Planning, Wealth Management
Education
Texas A&M University
Bachelor of Science (B.S.)
Rice University
Certified Financial Planner®
The American College
CLU®, ChFC®
Carolina Rostek's AXA Advisors Experience June 2014 - August 2014
Job Secretary at J&B Masonry LLC.
Industry Accounting
Experience
Johnson & Johnson May 2015 - Present
J&B Masonry LLC. May 2013 - May 2015
AXA Advisors June 2014 - August 2014
Yummy Yogurt June 2013 - August 2013
Rita's Italian Ice March 2010 - August 2013
Hollister Co. November 2011 - May 2012
Skills
Customer Service, Marketing, Team Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor of Science (BS), Accounting
Johnson & Johnson May 2015 - Present
J&B Masonry LLC. May 2013 - May 2015
AXA Advisors June 2014 - August 2014
Yummy Yogurt June 2013 - August 2013
Rita's Italian Ice March 2010 - August 2013
Hollister Co. November 2011 - May 2012
Skills
Customer Service, Marketing, Team Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor of Science (BS), Accounting
Ryan Duffy Ryan Duffy's AXA Advisors Experience December 2012 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo August 2014 - Present
Essex Financial Services Inc December 2013 - February 2014
AXA Advisors December 2012 - August 2013
Edwards Student Housing Management Company November 2009 - October 2012
Sachems Head Association June 2008 - August 2009
KLT Oriental Rugs Trading Company June 2005 - August 2007
Skills
Series 7, Series 63, Strategic Financial..., Retirement, Retirement Planning, Life & Health Insurance..., Life Insurance, Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Portfolio Management
Education
Rochester Institute of Technology 2007 — 2011
BS, Marketing
Daniel Hand High School 2003 — 2007
Wells Fargo Advisors August 2014 - Present
Wells Fargo August 2014 - Present
Essex Financial Services Inc December 2013 - February 2014
AXA Advisors December 2012 - August 2013
Edwards Student Housing Management Company November 2009 - October 2012
Sachems Head Association June 2008 - August 2009
KLT Oriental Rugs Trading Company June 2005 - August 2007
Skills
Series 7, Series 63, Strategic Financial..., Retirement, Retirement Planning, Life & Health Insurance..., Life Insurance, Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Portfolio Management
Education
Rochester Institute of Technology 2007 — 2011
BS, Marketing
Daniel Hand High School 2003 — 2007
Stephen Melchior's AXA Advisors Experience February 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Conventus Capital, LLC May 2013 - January 2015
First New York Securities May 2000 - April 2013
BNP Paribas January 2000 - May 2000
PARIBAS July 1996 - December 1999
PARIBAS October 1993 - July 1996
First Boston Corporation 1989 - 1993
Skills
Asset Management, Investment Management, Retirement Planning, Estate Planning, Business Succession..., Life Insurance..., College Education..., Pension Maximization, Health Plan Design, Financial Needs Analysis
Education
Rider University 2015 — 2017
EMBA, Executive Masters of Business Administration Program
State University of New York College at Oswego 1985 — 1989
Bachelor of Arts (BA), Art History, Criticism and Conservation
AXA Advisors February 2015 - Present
Conventus Capital, LLC May 2013 - January 2015
First New York Securities May 2000 - April 2013
BNP Paribas January 2000 - May 2000
PARIBAS July 1996 - December 1999
PARIBAS October 1993 - July 1996
First Boston Corporation 1989 - 1993
Skills
Asset Management, Investment Management, Retirement Planning, Estate Planning, Business Succession..., Life Insurance..., College Education..., Pension Maximization, Health Plan Design, Financial Needs Analysis
Education
Rider University 2015 — 2017
EMBA, Executive Masters of Business Administration Program
State University of New York College at Oswego 1985 — 1989
Bachelor of Arts (BA), Art History, Criticism and Conservation
Shawn Hanna, CRPC Shawn Hanna, CRPC's AXA Advisors Experience 2000 - 2003
Job Chief Investment Officer, Portfolio Management, Wholesaling
Industry Financial Services
Experience
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
Donald Mills Donald Mills's AXA Advisors Experience 2012 - June 2013
Job Principal at Immaculate Conception School
Industry Primary/Secondary Education
Experience
Immaculate Conception School 2013 - Present
AXA Advisors 2012 - June 2013
Ithaca City School District 2009 - 2011
Niagara Wheatfield Central School District 2007 - 2009
Williamsville Central Schools 2002 - 2007
Cumberland Regional High School 1991 - 2001
Campbell Savona Central Schools 1990 - 1991
Bath Central Schools 1988 - 1990
Skills
Educational Leadership, Staff Development, Public Speaking, Retirement Planning, Building Positive..., Data Analysis, Mentoring Of Staff, Teacher Evaluation, Professional Learning..., Curriculum Design, Teaching, Community Engagement, Student Engagement, Classroom Management, Event Planning, College Funding..., 529 Plans, 403 b, 401k Rollovers, Risk Management, Small Business, Succession Planning, Key Person Insurance, Curriculum Development, Public Relations, Fundraising, Community Outreach, Lesson Planning, Leadership Development
Education
Rowan University 1998 — 2001
Master of Arts (M.A.), Educational Leadership and Administration, General
Saint Bonaventure University 1984 — 1988
Bachelor of Science (B.S.), Biology, General
Immaculate Conception School 2013 - Present
AXA Advisors 2012 - June 2013
Ithaca City School District 2009 - 2011
Niagara Wheatfield Central School District 2007 - 2009
Williamsville Central Schools 2002 - 2007
Cumberland Regional High School 1991 - 2001
Campbell Savona Central Schools 1990 - 1991
Bath Central Schools 1988 - 1990
Skills
Educational Leadership, Staff Development, Public Speaking, Retirement Planning, Building Positive..., Data Analysis, Mentoring Of Staff, Teacher Evaluation, Professional Learning..., Curriculum Design, Teaching, Community Engagement, Student Engagement, Classroom Management, Event Planning, College Funding..., 529 Plans, 403 b, 401k Rollovers, Risk Management, Small Business, Succession Planning, Key Person Insurance, Curriculum Development, Public Relations, Fundraising, Community Outreach, Lesson Planning, Leadership Development
Education
Rowan University 1998 — 2001
Master of Arts (M.A.), Educational Leadership and Administration, General
Saint Bonaventure University 1984 — 1988
Bachelor of Science (B.S.), Biology, General
Adam J. Skot's AXA Advisors Experience February 2011 - September 2013
Job Wealth Management & Insurance planning Cornerstone Financial Group Inc./ Professional Economic Growth Group
Industry Financial Services
Experience
Cornerstone Financial Group Inc./ Professional Economic Growth Group February 2013 - Present
AXA Advisors February 2011 - September 2013
GEICO December 2007 - July 2010
Skills
Investments, Series 7, Insurance, Mutual Funds, Retirement, Fixed Annuities, Uniform Combined State..., Asset Allocation, Life Insurance, Securities, Long Term Care Insurance, Disability Insurance, Asset Managment, Financial Advisory, Roth IRA, FINRA, 401k, Program Management, Qualified Retirement..., 401k Rollovers, College Savings Plans, Tax-advantaged..., Traditional IRA, Strategy, Fixed Income, Wealth Management..., Life, Investment Advisory..., Asset Protection, IRAs, Bonds, Term Life Insurance
Education
Rowan University 2002 — 2007
Business Administration and Management, General
BGA 1998 — 2002
Cornerstone Financial Group Inc./ Professional Economic Growth Group February 2013 - Present
AXA Advisors February 2011 - September 2013
GEICO December 2007 - July 2010
Skills
Investments, Series 7, Insurance, Mutual Funds, Retirement, Fixed Annuities, Uniform Combined State..., Asset Allocation, Life Insurance, Securities, Long Term Care Insurance, Disability Insurance, Asset Managment, Financial Advisory, Roth IRA, FINRA, 401k, Program Management, Qualified Retirement..., 401k Rollovers, College Savings Plans, Tax-advantaged..., Traditional IRA, Strategy, Fixed Income, Wealth Management..., Life, Investment Advisory..., Asset Protection, IRAs, Bonds, Term Life Insurance
Education
Rowan University 2002 — 2007
Business Administration and Management, General
BGA 1998 — 2002
Dennis Galvin Dennis Galvin's AXA Advisors Experience June 2012 - February 2013
Job Senior Financial Analyst at Black Coral Financial Advisors, LLC
Industry Financial Services
Experience
Black Coral Financial Advisors, LLC March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - February 2014
AXA Advisors June 2012 - February 2013
State street May 2011 - August 2011
Engineering solutions and products inc. June 2004 - June 2009
Education
Rutgers 2008 — 2012
Bachelor's Degree, Accounting, 3.724
Rutgers University-New Brunswick
Black Coral Financial Advisors, LLC March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - February 2014
AXA Advisors June 2012 - February 2013
State street May 2011 - August 2011
Engineering solutions and products inc. June 2004 - June 2009
Education
Rutgers 2008 — 2012
Bachelor's Degree, Accounting, 3.724
Rutgers University-New Brunswick
Katherine Wright's AXA Advisors Experience October 2013 - May 2014
Job Leadership Consultant at Sigma Kappa Sorority
Industry Human Resources
Experience
Sigma Kappa Sorority June 2015 - Present
Brother International Corporation October 2014 - May 2015
Rutgers University School of Communication and Information September 2014 - December 2014
Encore Capital Group June 2014 - August 2014
AXA Advisors October 2013 - May 2014
Love to Dance Inc. June 2013 - August 2013
Rutgers Foundation Telefund February 2012 - April 2012
Skills
Leadership, Microsoft Office, Microsoft Word, Social Networking, Human Resources, Facebook, Microsoft Excel, PowerPoint, Recruiting, Interviews, Mac, OS X, Blogging, Final Cut Pro, Strategic Sourcing, Interpersonal..., Multi Tasking, Adobe Creative Suite, iWork, Word, Google Docs, Interpersonal..., Time Management, Social Media, Public Speaking, Research, Pinterest, Customer Service, Teamwork, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
BA, Human Resource Management & Communication, Senior
Sigma Kappa Sorority June 2015 - Present
Brother International Corporation October 2014 - May 2015
Rutgers University School of Communication and Information September 2014 - December 2014
Encore Capital Group June 2014 - August 2014
AXA Advisors October 2013 - May 2014
Love to Dance Inc. June 2013 - August 2013
Rutgers Foundation Telefund February 2012 - April 2012
Skills
Leadership, Microsoft Office, Microsoft Word, Social Networking, Human Resources, Facebook, Microsoft Excel, PowerPoint, Recruiting, Interviews, Mac, OS X, Blogging, Final Cut Pro, Strategic Sourcing, Interpersonal..., Multi Tasking, Adobe Creative Suite, iWork, Word, Google Docs, Interpersonal..., Time Management, Social Media, Public Speaking, Research, Pinterest, Customer Service, Teamwork, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
BA, Human Resource Management & Communication, Senior
Mariya Badu Mariya Badu's AXA Advisors Experience September 2008 - May 2011
Job Director, Strategic Accounts at Global Communications Company
Industry Marketing and Advertising
Experience
Global Communications Company February 2013 - Present
Global Communications Company March 2012 - February 2013
Global Communications Company June 2011 - March 2012
AXA Advisors September 2008 - May 2011
Dittman Incentive Marketing October 2010 - December 2010
Dentsu Communications May 2010 - August 2010
Any City Any State Movers June 2008 - October 2008
Prestige Medical & Rehab Center June 2007 - August 2007
Skills
Marketing Communications, Marketing, PowerPoint, Editing, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Strategic Account..., Consultative Approach, Business Development, Event Management, Sales, Time Management, Social Networking, Project Planning, Public Speaking, Recruiting, Research, Social Media, Event Planning, Facebook, Strategic Planning, Analysis, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Marketing (Rutgers Business School), Human Resource Management Minor
Global Communications Company February 2013 - Present
Global Communications Company March 2012 - February 2013
Global Communications Company June 2011 - March 2012
AXA Advisors September 2008 - May 2011
Dittman Incentive Marketing October 2010 - December 2010
Dentsu Communications May 2010 - August 2010
Any City Any State Movers June 2008 - October 2008
Prestige Medical & Rehab Center June 2007 - August 2007
Skills
Marketing Communications, Marketing, PowerPoint, Editing, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Strategic Account..., Consultative Approach, Business Development, Event Management, Sales, Time Management, Social Networking, Project Planning, Public Speaking, Recruiting, Research, Social Media, Event Planning, Facebook, Strategic Planning, Analysis, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Marketing (Rutgers Business School), Human Resource Management Minor
John G. Kennedy John G. Kennedy's AXA Advisors Experience September 2012 - Present
Job Wealth Manager and Retirement Planner
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Stifel Nicolaus October 2007 - September 2012
UBS/Piper Jaffray October 2004 - September 2007
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Banking, Investment Advisory, Wealth Management..., Charitable Gift Planning, Financial Analysis, Financial Modeling, Risk Management, Business Analysis, Insurance, Asset Management, Pensions
Education
University of Wisconsin-Oshkosh 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Ripon College
Economics
AXA Advisors September 2012 - Present
Stifel Nicolaus October 2007 - September 2012
UBS/Piper Jaffray October 2004 - September 2007
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Banking, Investment Advisory, Wealth Management..., Charitable Gift Planning, Financial Analysis, Financial Modeling, Risk Management, Business Analysis, Insurance, Asset Management, Pensions
Education
University of Wisconsin-Oshkosh 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Ripon College
Economics
MATTHEW CORSETTI MATTHEW CORSETTI's AXA Advisors Experience May 2011 - September 2011
Job Human Resources Workforce Analytics and Compensation Analyst at Xerox
Industry Human Resources
Experience
Rochester Institute of Technology August 2014 - Present
Xerox Corporation May 2013 - July 2015
AXA Advisors May 2011 - September 2011
University of Rochester January 2011 - May 2011
Skills
Regression Analysis, Statistical Data..., SAS, Microsoft Excel, R, PowerPoint, JMP, Microsoft Word, Probability Theory, Minitab, Outlook, WebEx, SharePoint, Cognos, Design of Experiments, Data Mining, Time Series Analysis, Categorical Data...
Education
Rochester Institute of Technology 2013 — 2015
Master of Science (M.S.), Applied Statistics, 3.93/4.00
University of Rochester 2008 — 2012
Bachelor of Arts, Statistics
Rochester Institute of Technology August 2014 - Present
Xerox Corporation May 2013 - July 2015
AXA Advisors May 2011 - September 2011
University of Rochester January 2011 - May 2011
Skills
Regression Analysis, Statistical Data..., SAS, Microsoft Excel, R, PowerPoint, JMP, Microsoft Word, Probability Theory, Minitab, Outlook, WebEx, SharePoint, Cognos, Design of Experiments, Data Mining, Time Series Analysis, Categorical Data...
Education
Rochester Institute of Technology 2013 — 2015
Master of Science (M.S.), Applied Statistics, 3.93/4.00
University of Rochester 2008 — 2012
Bachelor of Arts, Statistics
David I. Bacall David I. Bacall's AXA Advisors Experience December 2001 - April 2014
Job Director & COO
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC April 2014 - Present
Volunteer Emergency Medical Services 1993 - Present
AXA Advisors December 2001 - April 2014
AXA Advisors 2001 - 2005
Skills
Training, Management, Recruiting, Retirement Planning, Insurance, Finance, Retirement, Project Planning, Healthcare, Financial Services, Time Management, Portfolio Management, Financial Planners, Public Speaking, Financial Advisory, Strategic Planning, Leadership, Team Building, Customer Service, Nonprofits, Disability Insurance, Fixed Annuities, Licensing, Securities, Budgets, Tax, Social Media, Series 7, Leadership Development, Microsoft Word, Financial Analysis, Networking, Financial Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Life Insurance, Sales
Education
Certificate in Retirement Planning from The Wharton School, University of Pennsylvania 2007 — 2007
Retirement Planning
Ramapo College of New Jersey 1997 — 2000
BA, Advertising / PR
University of Hartford 1994 — 1997
Advertising / PR
Aligne Wealth Preservation & Insurance Services, LLC April 2014 - Present
Volunteer Emergency Medical Services 1993 - Present
AXA Advisors December 2001 - April 2014
AXA Advisors 2001 - 2005
Skills
Training, Management, Recruiting, Retirement Planning, Insurance, Finance, Retirement, Project Planning, Healthcare, Financial Services, Time Management, Portfolio Management, Financial Planners, Public Speaking, Financial Advisory, Strategic Planning, Leadership, Team Building, Customer Service, Nonprofits, Disability Insurance, Fixed Annuities, Licensing, Securities, Budgets, Tax, Social Media, Series 7, Leadership Development, Microsoft Word, Financial Analysis, Networking, Financial Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Life Insurance, Sales
Education
Certificate in Retirement Planning from The Wharton School, University of Pennsylvania 2007 — 2007
Retirement Planning
Ramapo College of New Jersey 1997 — 2000
BA, Advertising / PR
University of Hartford 1994 — 1997
Advertising / PR
Carlo P. DiPisa, MBA Carlo P. DiPisa, MBA's AXA Advisors Experience 2011 - 2014
Job Sr. Director at iCommercial Lending Group
Industry Financial Services
Experience
iCommercial Lending Group 2015 - Present
IWS, LLC. January 2014 - March 2015
AXA Advisors 2011 - 2014
DiPisa Enterprises, Inc 1996 - 2008
C & C Real Estate Management, LLC 2002 - 2005
JP Morgan Chase 1994 - 1996
Skills
Commercial Lending, Hard Money Lending, Commercial Leasing, Sale-Leaseback, Factoring, Merchant Cash Advance, SBA Loans 7(a) / 504, Small Business, Franchise Financing, Working Capital Loans, Consumer Financing, Fixed Annuities, Insurance, Licensed Life & Health...
Education
Rochester Institute of Technology 1992 — 1994
MBA
Saint John Fisher College 1987 — 1991
BA
iCommercial Lending Group 2015 - Present
IWS, LLC. January 2014 - March 2015
AXA Advisors 2011 - 2014
DiPisa Enterprises, Inc 1996 - 2008
C & C Real Estate Management, LLC 2002 - 2005
JP Morgan Chase 1994 - 1996
Skills
Commercial Lending, Hard Money Lending, Commercial Leasing, Sale-Leaseback, Factoring, Merchant Cash Advance, SBA Loans 7(a) / 504, Small Business, Franchise Financing, Working Capital Loans, Consumer Financing, Fixed Annuities, Insurance, Licensed Life & Health...
Education
Rochester Institute of Technology 1992 — 1994
MBA
Saint John Fisher College 1987 — 1991
BA
Javier Tafoya Javier Tafoya's AXA Advisors Experience July 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
AXA Advisors January 2014 - July 2014
Alpha Centurion Group January 2010 - December 2013
Fossil Energy Inc. January 2008 - December 2009
Capital Trust Mortgage Corp. January 2003 - December 2007
Skills
FINRA, Series 7, Series 66, Executive Benefit..., Employee Benefits, Alternative Investments, Investment Management, Wealth Management, Financial Analysis, Portfolio Management, Securities, Risk Management, Investment Strategies, Asset Management, Life Insurance, Asset Allocation, Variable Annuities, Fixed Annuities, Management, 401k, Financial Services, Wealth, Bonds, Options, Wealth Management..., IRAs, Proprietary Trading, Business Development, High Net Worth..., ETFs, Private Equity, Equities, Personal Finance, Fixed Income, Disability Insurance, Strategy
Education
Regis University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Regis University
Bachelor of Science (B.S.), Finance, Magna Cum Laude
AXA Advisors July 2014 - Present
AXA Advisors January 2014 - July 2014
Alpha Centurion Group January 2010 - December 2013
Fossil Energy Inc. January 2008 - December 2009
Capital Trust Mortgage Corp. January 2003 - December 2007
Skills
FINRA, Series 7, Series 66, Executive Benefit..., Employee Benefits, Alternative Investments, Investment Management, Wealth Management, Financial Analysis, Portfolio Management, Securities, Risk Management, Investment Strategies, Asset Management, Life Insurance, Asset Allocation, Variable Annuities, Fixed Annuities, Management, 401k, Financial Services, Wealth, Bonds, Options, Wealth Management..., IRAs, Proprietary Trading, Business Development, High Net Worth..., ETFs, Private Equity, Equities, Personal Finance, Fixed Income, Disability Insurance, Strategy
Education
Regis University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Regis University
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Dan Terrill Dan Terrill's AXA Advisors Experience May 2009 - February 2010
Job Associate Relationship Manager at CoBank
Industry Financial Services
Experience
CoBank October 2014 - Present
CoBank March 2014 - September 2014
CoBank March 2013 - March 2014
CoBank January 2012 - March 2013
CoBank February 2010 - January 2012
AXA Advisors May 2009 - February 2010
Adams 12 Five Star Schools May 2003 - August 2008
Regis University September 2005 - May 2006
Soccer Stop, Inc. January 2003 - June 2005
Skills
Financial Statement..., Financial Analysis, Credit, Financial Modeling, Credit Analysis, Banking, Finance, Portfolio Management, Underwriting, Investments, Loans, Customer Service, Analysis, Commercial Lending, Credit Risk
Education
Regis University 2005 — 2009
B.S., Management, Finance
CoBank October 2014 - Present
CoBank March 2014 - September 2014
CoBank March 2013 - March 2014
CoBank January 2012 - March 2013
CoBank February 2010 - January 2012
AXA Advisors May 2009 - February 2010
Adams 12 Five Star Schools May 2003 - August 2008
Regis University September 2005 - May 2006
Soccer Stop, Inc. January 2003 - June 2005
Skills
Financial Statement..., Financial Analysis, Credit, Financial Modeling, Credit Analysis, Banking, Finance, Portfolio Management, Underwriting, Investments, Loans, Customer Service, Analysis, Commercial Lending, Credit Risk
Education
Regis University 2005 — 2009
B.S., Management, Finance
Richard Weart Richard Weart's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
American Disposal Services January 2011 - April 2014
Skills
Financial Needs Analysis
Education
Roanoke College 1995 — 1999
Bachelor's Degree, English and Communications
AXA Advisors May 2014 - Present
American Disposal Services January 2011 - April 2014
Skills
Financial Needs Analysis
Education
Roanoke College 1995 — 1999
Bachelor's Degree, English and Communications
Maria O'Hara Maria O'Hara's AXA Advisors Experience December 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2013 - Present
Education
Radford University 2007 — 2012
Master's Degree, Criminal Justice
Woodbridge Senior High School
Woodbridge Senior High School
AXA Advisors December 2013 - Present
Education
Radford University 2007 — 2012
Master's Degree, Criminal Justice
Woodbridge Senior High School
Woodbridge Senior High School
Victoria Barrington Victoria Barrington's AXA Advisors Experience December 2006 - June 2010
Job College Savings Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason 2013 - Present
Legg Mason July 2010 - December 2012
AXA Advisors December 2006 - June 2010
Skills
Series 7, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Legg Mason 2013 - Present
Legg Mason July 2010 - December 2012
AXA Advisors December 2006 - June 2010
Skills
Series 7, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Somna Pati Somna Pati's AXA Advisors Experience May 2009 - June 2009
Job ERS Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte August 2011 - August 2013
The Limited June 2011 - July 2011
AXA Advisors May 2009 - June 2009
Macy's May 2008 - August 2008
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, GAAP, Sarbanes-Oxley Act, Auditing, IFRS, Financial Accounting, PowerPoint, Internal Audit, Microsoft Word, Financial Audits, External Audit, Retail, Retail Sales, Business Process..., Business Process
Education
Rutgers University
Bachelor's degree, Accounting
Deloitte September 2013 - Present
Deloitte August 2011 - August 2013
The Limited June 2011 - July 2011
AXA Advisors May 2009 - June 2009
Macy's May 2008 - August 2008
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, GAAP, Sarbanes-Oxley Act, Auditing, IFRS, Financial Accounting, PowerPoint, Internal Audit, Microsoft Word, Financial Audits, External Audit, Retail, Retail Sales, Business Process..., Business Process
Education
Rutgers University
Bachelor's degree, Accounting
Bryan Bassett's AXA Advisors Experience April 2010 - November 2010
Job Financial Professional with vast backgroud seeking financial analyst position
Industry Financial Services
Experience
Self employed contractor October 2013 - January 2015
Village of RIdgewood December 2012 - April 2013
Prestige Land Rover June 2011 - April 2012
AXA Advisors April 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Commercial Drivers..., Certified High School..., Life & Health Insurance..., Fixed Annuities, Variable Annuities, Financial Analysis, Sales
Education
Ramapo College of New Jersey 2002 — 2004
Bachelor of Science, Finance, General
James Madison University - College of Business 2000 — 2002
undergraduate work, Business/Finance
PHS 1996 — 2000
Diploma, Honors/Regents High School/Secondary Diploma Program
Self employed contractor October 2013 - January 2015
Village of RIdgewood December 2012 - April 2013
Prestige Land Rover June 2011 - April 2012
AXA Advisors April 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Commercial Drivers..., Certified High School..., Life & Health Insurance..., Fixed Annuities, Variable Annuities, Financial Analysis, Sales
Education
Ramapo College of New Jersey 2002 — 2004
Bachelor of Science, Finance, General
James Madison University - College of Business 2000 — 2002
undergraduate work, Business/Finance
PHS 1996 — 2000
Diploma, Honors/Regents High School/Secondary Diploma Program
Garrett Levy, CPA's AXA Advisors Experience June 2011 - August 2011
Job Senior Associate, Business Advisory Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP June 2014 - July 2015
Grant Thornton LLP June 2013 - August 2013
CliftonLarsonAllen May 2012 - August 2012
AXA Advisors June 2011 - August 2011
National Rubber Footwear June 2010 - August 2010
Skills
Auditing, Internal Controls, Assurance, Financial Statement..., Finance, Teamwork, US GAAP, Financial Statements, Time Management, Leadership, Financial Reporting, Internal Audit
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Richmond, The American International University in London
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP June 2014 - July 2015
Grant Thornton LLP June 2013 - August 2013
CliftonLarsonAllen May 2012 - August 2012
AXA Advisors June 2011 - August 2011
National Rubber Footwear June 2010 - August 2010
Skills
Auditing, Internal Controls, Assurance, Financial Statement..., Finance, Teamwork, US GAAP, Financial Statements, Time Management, Leadership, Financial Reporting, Internal Audit
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Richmond, The American International University in London
Carlo DeGuzman Carlo DeGuzman's AXA Advisors Experience February 2012 - June 2013
Job Management Consultant at PwC
Industry Financial Services
Experience
PwC November 2013 - Present
Filipino Professionals Community June 2012 - Present
AXA Advisors February 2012 - June 2013
Skills
Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Wealth Management, Fixed Annuities, 401k Rollovers, Estate Planning, Series 63, Series 65, IRAs, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, 401k, Qualified Retirement..., Roth IRA, Securities
Education
Rutgers University 2007 — 2011
Bachelor of Science (BS), Finance
PwC November 2013 - Present
Filipino Professionals Community June 2012 - Present
AXA Advisors February 2012 - June 2013
Skills
Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Wealth Management, Fixed Annuities, 401k Rollovers, Estate Planning, Series 63, Series 65, IRAs, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, 401k, Qualified Retirement..., Roth IRA, Securities
Education
Rutgers University 2007 — 2011
Bachelor of Science (BS), Finance
John F. Sharkey IV John F. Sharkey IV's AXA Advisors Experience September 2007 - September 2008
Job Vice President at Universal Metal Works
Industry Financial Services
Experience
Universal Metal Works September 2010 - Present
Security Mutual Life March 2009 - July 2010
AXA Advisors September 2007 - September 2008
Skills
Certified Welder
Education
Rochester Institute of Technology 2006 — 2007
MBA, Finance & Entrepreneurship
St. Lawrence University 2001 — 2005
B.S., Math & Economics, Statistics
Universal Metal Works September 2010 - Present
Security Mutual Life March 2009 - July 2010
AXA Advisors September 2007 - September 2008
Skills
Certified Welder
Education
Rochester Institute of Technology 2006 — 2007
MBA, Finance & Entrepreneurship
St. Lawrence University 2001 — 2005
B.S., Math & Economics, Statistics
John Cicmansky's AXA Advisors Experience 2009 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Northwestern Mutual 2010 - 2011
AXA Advisors 2009 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics, Political Science
Merrill Lynch May 2011 - Present
Northwestern Mutual 2010 - 2011
AXA Advisors 2009 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics, Political Science
Lawrence Solomayer Lawrence Solomayer's AXA Advisors Experience May 2006 - May 2008
Job Senior Registered Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Dana Gower MBA CCP Dana Gower MBA CCP's AXA Advisors Experience December 1999 - August 2004
Job Business, Career and Wealth Strategist | Author | Mentor | Speaker
Industry Think Tanks
Experience
Virtual Financial Group VFG March 2014 - Present
Career Odyssey July 2013 - Present
XelAqua, Inc. March 2013 - Present
Chariot Advisors, LLC June 2009 - Present
Nationwide Insurance August 2008 - June 2009
Outer Banks Financial, LLC April 2007 - April 2008
Sagemark Consulting August 2004 - April 2007
AXA Advisors December 1999 - August 2004
Cooper Industries December 1989 - December 1999
Cooper Industries September 1982 - December 1989
Skills
Human Resources, Coaching, Strategic Partnerships, Talent Management, Insurance, Employee Benefits, Employee Engagement, Strategy, Executive Search, Public Speaking, Strategic Planning, Leadership, Management Consulting, Business Development, Team Building, Human Capital, Executive Management, Leadership Development, Compliance, Organizational..., Business Strategy, Business Planning, Change Management, Team Leadership, Negotiation, Recruiting, Performance Management, Career Counseling, Contract Negotiation, Retirement Planning, Estate Planning, Writing, Personal Finance, Fundraising, Portfolio Management, Finance, Analysis, Program Management, Start-ups, Entrepreneurship, Business Process..., Social Networking, Training, Process Improvement
Education
Rollins College - Crummer Graduate School of Business 1980 — 1982
MBA, Finance
University of Maine 1975 — 1980
BS, Finance
Virtual Financial Group VFG March 2014 - Present
Career Odyssey July 2013 - Present
XelAqua, Inc. March 2013 - Present
Chariot Advisors, LLC June 2009 - Present
Nationwide Insurance August 2008 - June 2009
Outer Banks Financial, LLC April 2007 - April 2008
Sagemark Consulting August 2004 - April 2007
AXA Advisors December 1999 - August 2004
Cooper Industries December 1989 - December 1999
Cooper Industries September 1982 - December 1989
Skills
Human Resources, Coaching, Strategic Partnerships, Talent Management, Insurance, Employee Benefits, Employee Engagement, Strategy, Executive Search, Public Speaking, Strategic Planning, Leadership, Management Consulting, Business Development, Team Building, Human Capital, Executive Management, Leadership Development, Compliance, Organizational..., Business Strategy, Business Planning, Change Management, Team Leadership, Negotiation, Recruiting, Performance Management, Career Counseling, Contract Negotiation, Retirement Planning, Estate Planning, Writing, Personal Finance, Fundraising, Portfolio Management, Finance, Analysis, Program Management, Start-ups, Entrepreneurship, Business Process..., Social Networking, Training, Process Improvement
Education
Rollins College - Crummer Graduate School of Business 1980 — 1982
MBA, Finance
University of Maine 1975 — 1980
BS, Finance
Jacob Gross's AXA Advisors Experience June 2015 - August 2015
Job HR Recruiter Intern at AXA Advisors
Industry Human Resources
Experience
Rutgers University Student Life April 2014 - Present
AXA Advisors June 2015 - August 2015
New Horizons Day Camp June 2013 - May 2015
Breaking Boundaries September 2011 - May 2015
CardCash.com January 2015 - March 2015
Rutgers University Student Life September 2013 - May 2014
Camp Horizons July 2009 - August 2012
Skills
Training, Time Management, PowerPoint, Social Networking, Microsoft Office, Leadership, Facebook, Teamwork, Critical Thinking, Research, Customer Service, Public Speaking, Social Media, Organization, Human Resources, Multi Tasking, Event Planning, Community Outreach, Fundraising, Microsoft Excel, Interviews, Marketing
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor's degree, Human Resource Management with a Double Minor in Labor Relations and Organizational Leadership
Millburn High School 2009 — 2013
High School
Rutgers University Student Life April 2014 - Present
AXA Advisors June 2015 - August 2015
New Horizons Day Camp June 2013 - May 2015
Breaking Boundaries September 2011 - May 2015
CardCash.com January 2015 - March 2015
Rutgers University Student Life September 2013 - May 2014
Camp Horizons July 2009 - August 2012
Skills
Training, Time Management, PowerPoint, Social Networking, Microsoft Office, Leadership, Facebook, Teamwork, Critical Thinking, Research, Customer Service, Public Speaking, Social Media, Organization, Human Resources, Multi Tasking, Event Planning, Community Outreach, Fundraising, Microsoft Excel, Interviews, Marketing
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor's degree, Human Resource Management with a Double Minor in Labor Relations and Organizational Leadership
Millburn High School 2009 — 2013
High School
Edward Lane Edward Lane's AXA Advisors Experience September 2010 - December 2013
Job Director Voluntary Benefits at Buck Consultants at Xerox
Industry Health, Wellness and Fitness
Experience
Buck Consultants at Xerox August 2015 - Present
Buck Consultants at Xerox January 2015 - July 2015
Truveris December 2013 - December 2014
AXA Advisors September 2010 - December 2013
Towers Watson June 2005 - September 2010
Hewitt Associates March 1998 - May 2005
William M Mercer May 1996 - March 1998
Mobil Oil May 1994 - May 1996
Greenspring Health Services July 1991 - May 1994
Skills
Financial Analysis, Insurance, Finance, Analytics, Small Business, Financial Modeling, Investments, Risk Management, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Series 7, Wealth Management, Mergers, Management Consulting, Financial Services, Retirement, Program Management, Due Diligence, Strategic Planning, Data Analysis, Strategy
Education
The George Washington University - School of Business 1987 — 1991
MHSA, Health Care Managment and Policy
Rutgers University-New Brunswick 1983 — 1987
BA, Economics, Statistics
Lenape High School
Buck Consultants at Xerox August 2015 - Present
Buck Consultants at Xerox January 2015 - July 2015
Truveris December 2013 - December 2014
AXA Advisors September 2010 - December 2013
Towers Watson June 2005 - September 2010
Hewitt Associates March 1998 - May 2005
William M Mercer May 1996 - March 1998
Mobil Oil May 1994 - May 1996
Greenspring Health Services July 1991 - May 1994
Skills
Financial Analysis, Insurance, Finance, Analytics, Small Business, Financial Modeling, Investments, Risk Management, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Series 7, Wealth Management, Mergers, Management Consulting, Financial Services, Retirement, Program Management, Due Diligence, Strategic Planning, Data Analysis, Strategy
Education
The George Washington University - School of Business 1987 — 1991
MHSA, Health Care Managment and Policy
Rutgers University-New Brunswick 1983 — 1987
BA, Economics, Statistics
Lenape High School
Saloni Mehta Saloni Mehta's AXA Advisors Experience June 2015 - Present
Job Intern at Move For Hunger
Industry
Experience
Move For Hunger May 2015 - Present
AXA Advisors June 2015 - Present
Sunglass Hut November 2014 - July 2015
Share Our Strength No Kid Hungry January 2015 - May 2015
International Volunteer HQ June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Social Media, Leadership, English, Teamwork, Process Improvement, Event Planning, Time Management, Photoshop, Social Networking, Salesforce Training
Education
Rutgers University-New Brunswick 2012 — 2016
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's degree, Economics and Human Resource Management
Move For Hunger May 2015 - Present
AXA Advisors June 2015 - Present
Sunglass Hut November 2014 - July 2015
Share Our Strength No Kid Hungry January 2015 - May 2015
International Volunteer HQ June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Social Media, Leadership, English, Teamwork, Process Improvement, Event Planning, Time Management, Photoshop, Social Networking, Salesforce Training
Education
Rutgers University-New Brunswick 2012 — 2016
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's degree, Economics and Human Resource Management
Cintia Torres Cintia Torres's AXA Advisors Experience October 2006 - May 2007
Job Senior Associate/Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
Walker Holloway's AXA Advisors Experience August 2011 - July 2013
Job Financial Advisor at Hazlett, Burt & Watson, Inc.
Industry Financial Services
Experience
Hazlett, Burt & Watson, Inc. July 2013 - Present
AXA Advisors August 2011 - July 2013
Skills
Investments, Insurance, Strategic Financial..., Retirement Planning, Securities, Series 7, Uniform Combined State...
Education
Rollins College 2007 — 2011
BA, Economics. Minor: German
The Linsly School 2000 — 2007
High School
Hazlett, Burt & Watson, Inc. July 2013 - Present
AXA Advisors August 2011 - July 2013
Skills
Investments, Insurance, Strategic Financial..., Retirement Planning, Securities, Series 7, Uniform Combined State...
Education
Rollins College 2007 — 2011
BA, Economics. Minor: German
The Linsly School 2000 — 2007
High School
Yong Park Yong Park's AXA Advisors Experience July 2009 - December 2014
Job Executive Vice President at AXA Advisors / Managing Partner of The Business Strategies Group of Southern California
Industry Financial Services
Experience
AXA Advisors, LLC January 2015 - Present
AXA Advisors July 2009 - December 2014
AXA Advisors May 2001 - June 2009
AXA Advisors March 1998 - April 2001
Skills
Business Continuity, Succession Planning, Executive Benefits, Employee Benefits, Company Retirement Plans, Estate Planning, Legacy Planning, Insurance, Risk Management
Education
Rice University
Bachelor of Science (B.S.), Economics
AXA Advisors, LLC January 2015 - Present
AXA Advisors July 2009 - December 2014
AXA Advisors May 2001 - June 2009
AXA Advisors March 1998 - April 2001
Skills
Business Continuity, Succession Planning, Executive Benefits, Employee Benefits, Company Retirement Plans, Estate Planning, Legacy Planning, Insurance, Risk Management
Education
Rice University
Bachelor of Science (B.S.), Economics
Alex Resnick's AXA Advisors Experience July 2008 - July 2010
Job District Manager Accountant Division at ADP
Industry Human Resources
Experience
ADP March 2012 - Present
TransPerfect February 2011 - February 2012
Asset Preservation Strategies, Inc. August 2010 - January 2011
AXA Advisors July 2008 - July 2010
Skills
Strategic Financial..., Cold Calling, Forecasting, Account Management, Business Development, Small Business, Salesforce.com, Marketing, B2B, Payroll, Human Resources, Sales Operations, Talent Management, Finance
Education
Quinnipiac University - School of Business 2004 — 2008
BS, Entrepreneurship and Management
ADP March 2012 - Present
TransPerfect February 2011 - February 2012
Asset Preservation Strategies, Inc. August 2010 - January 2011
AXA Advisors July 2008 - July 2010
Skills
Strategic Financial..., Cold Calling, Forecasting, Account Management, Business Development, Small Business, Salesforce.com, Marketing, B2B, Payroll, Human Resources, Sales Operations, Talent Management, Finance
Education
Quinnipiac University - School of Business 2004 — 2008
BS, Entrepreneurship and Management
Alexander Budin Alexander Budin's AXA Advisors Experience November 2011 - December 2012
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors November 2011 - December 2012
College Works Painting February 2010 - September 2010
Air Force Reserve Officer Training Corps Detachment 485 September 2007 - May 2010
MetLife May 2009 - September 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics & Information Technology
AXA Advisors November 2011 - December 2012
College Works Painting February 2010 - September 2010
Air Force Reserve Officer Training Corps Detachment 485 September 2007 - May 2010
MetLife May 2009 - September 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics & Information Technology
William H. Hazel III William H. Hazel III's AXA Advisors Experience February 2011 - June 2012
Job Temporarily retired We had twins!!!!President at Peak to Peak Insurance Professionals
Industry Financial Services
Experience
Peak to Peak Insurance Professionals July 2012 - Present
AXA Advisors February 2011 - June 2012
Lincoln Financial Group December 2002 - October 2009
Skills
Investment Advisory, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Series 7, Retirement, Wealth Management, IRAs, Life Insurance, Retirement Planning
Education
Rosemont College 1998 — 2002
Bachelor of Science, Business Management, 3.69
Peak to Peak Insurance Professionals July 2012 - Present
AXA Advisors February 2011 - June 2012
Lincoln Financial Group December 2002 - October 2009
Skills
Investment Advisory, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Series 7, Retirement, Wealth Management, IRAs, Life Insurance, Retirement Planning
Education
Rosemont College 1998 — 2002
Bachelor of Science, Business Management, 3.69
Bennett Pardue's AXA Advisors Experience January 2013 - Present
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
AXA Advisors 2006 - January 2013
Education
Quinnipiac University - School of Business
BS, Finance
AXA Advisors January 2013 - Present
AXA Advisors 2006 - January 2013
Education
Quinnipiac University - School of Business
BS, Finance
Eugene Balakirov CRPC®, AAMS® Eugene Balakirov CRPC®, AAMS®'s AXA Advisors Experience June 2001 - December 2002
Job Financial Advisor
Industry Internet
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
AXA Advisors June 2001 - December 2002
Eutex Enterprises Inc. May 1995 - December 2002
RAPCO Overseas Inc. June 1992 - May 1997
RAPCO LTD June 1992 - May 1997
NEFTEKOM HOLDING 1991 - 1994
Education
Rice University 2004 — 2005
Certification, Financial Planning
Moscow University of Chemical Engineering 1968 — 1972
Bachelor of Science in Chemical Engineering (Plastics), Chemical Engineering
Ameriprise Financial Services, Inc. January 2003 - Present
AXA Advisors June 2001 - December 2002
Eutex Enterprises Inc. May 1995 - December 2002
RAPCO Overseas Inc. June 1992 - May 1997
RAPCO LTD June 1992 - May 1997
NEFTEKOM HOLDING 1991 - 1994
Education
Rice University 2004 — 2005
Certification, Financial Planning
Moscow University of Chemical Engineering 1968 — 1972
Bachelor of Science in Chemical Engineering (Plastics), Chemical Engineering
Edita Kankanyan Edita Kankanyan's AXA Advisors Experience November 2013 - August 2014
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Nick DeBlase Nick DeBlase's AXA Advisors Experience March 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2008 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Series 63, Retirement, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Estate Planning, Financial Advisory, Investments, Mutual Funds, Fixed Annuities, Financial Analysis, Qualified Retirement..., Retirement Savings
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's of Science, Business/Managerial Economics
AXA Advisors March 2008 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Series 63, Retirement, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Estate Planning, Financial Advisory, Investments, Mutual Funds, Fixed Annuities, Financial Analysis, Qualified Retirement..., Retirement Savings
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's of Science, Business/Managerial Economics
illyana jones illyana jones's AXA Advisors Experience January 2009 - April 2010
Job Operations Coordinator at Victoria's Secret
Industry Apparel & Fashion
Experience
Victoria's Secret August 2014 - Present
The Faces of Illyana January 2006 - Present
Joe Fresh January 2013 - March 2014
J Crew October 2012 - January 2013
Reed Krakoff September 2012 - October 2012
kate spade January 2011 - September 2012
Louis Christian Wayne Robert Salon and Spa May 2008 - May 2011
The Nouveau Image July 2010 - November 2010
AXA Advisors January 2009 - April 2010
Liz Claiborne Inc September 2009 - November 2009
Skills
Event Planning, Social Media, PowerPoint, Microsoft Office, Facebook, Event Management, Social Media Marketing, Public Relations, Social Networking, Customer Service, Fashion, Microsoft Word, Marketing, Merchandising, Retail, Sales
Education
Rowan University 2005 — 2010
Bachelor of Science, Business Management
Rowan University 2005 — 2010
Bachelor of Science, Human Resource Management
Victoria's Secret August 2014 - Present
The Faces of Illyana January 2006 - Present
Joe Fresh January 2013 - March 2014
J Crew October 2012 - January 2013
Reed Krakoff September 2012 - October 2012
kate spade January 2011 - September 2012
Louis Christian Wayne Robert Salon and Spa May 2008 - May 2011
The Nouveau Image July 2010 - November 2010
AXA Advisors January 2009 - April 2010
Liz Claiborne Inc September 2009 - November 2009
Skills
Event Planning, Social Media, PowerPoint, Microsoft Office, Facebook, Event Management, Social Media Marketing, Public Relations, Social Networking, Customer Service, Fashion, Microsoft Word, Marketing, Merchandising, Retail, Sales
Education
Rowan University 2005 — 2010
Bachelor of Science, Business Management
Rowan University 2005 — 2010
Bachelor of Science, Human Resource Management
Dustin Hilton, CLFP Dustin Hilton, CLFP's AXA Advisors Experience 2004 - 2007
Job Certified Lease and Finance Professional. Competitive Volleyball Player. Backpacker. Traveler.
Industry Financial Services
Experience
First American Equipment Finance, A City National Bank Company 2011 - Present
American Red Cross 2007 - 2011
AXA Advisors 2004 - 2007
Frontier Communications 2002 - 2004
Genesee & Wyoming Inc. 2001 - 2002
Roberts Wesleyan College 1998 - 2001
Skills
Lease Financing, Finance, Account Management, Management, Pricing, Negotiation, Sales Presentations, Customer Satisfaction, Business Relationship..., Proposal Generation, Coordinating Meetings, Financial Statements, Corporate Finance, Financial Analysis, Goal Oriented, Team Leadership, Sales Operations, Business Development, Territory..., Credit, New Business Development, Banking, Time Management, Project Management, Strategy, Microsoft Office, Insurance, Microsoft Excel, Budgets, Travel Management, Business Process..., Accounting, Marketing, Analysis, Financial Modeling, Accounts Receivable, Data Analysis, Account Reconciliation, Financial Accounting, Asset Management, Contract Negotiation, B2B, Salesforce.com, Fact Finding, Expense Budget..., Recruiting, Volleyball, Sales
Education
Roberts Wesleyan College 1994 — 1998
B.S., Business Administration, Marketing, Advertising
First American Equipment Finance, A City National Bank Company 2011 - Present
American Red Cross 2007 - 2011
AXA Advisors 2004 - 2007
Frontier Communications 2002 - 2004
Genesee & Wyoming Inc. 2001 - 2002
Roberts Wesleyan College 1998 - 2001
Skills
Lease Financing, Finance, Account Management, Management, Pricing, Negotiation, Sales Presentations, Customer Satisfaction, Business Relationship..., Proposal Generation, Coordinating Meetings, Financial Statements, Corporate Finance, Financial Analysis, Goal Oriented, Team Leadership, Sales Operations, Business Development, Territory..., Credit, New Business Development, Banking, Time Management, Project Management, Strategy, Microsoft Office, Insurance, Microsoft Excel, Budgets, Travel Management, Business Process..., Accounting, Marketing, Analysis, Financial Modeling, Accounts Receivable, Data Analysis, Account Reconciliation, Financial Accounting, Asset Management, Contract Negotiation, B2B, Salesforce.com, Fact Finding, Expense Budget..., Recruiting, Volleyball, Sales
Education
Roberts Wesleyan College 1994 — 1998
B.S., Business Administration, Marketing, Advertising
Rebecca Howe Rebecca Howe's AXA Advisors Experience March 2015 - Present
Job Investment Sales Specialist at AXA Advisors
Industry Insurance
Experience
AXA Advisors March 2015 - Present
AXA Equitable December 2013 - March 2015
Macro consulting group May 2013 - December 2013
MetLife Broker Dealer Group January 2008 - May 2013
MetLife Resources Group January 2006 - January 2008
Skills
Sales, Customer Service, Marketing, Microsoft Office, Strategic Planning, Market Research, Marketing Strategy, Microsoft Excel, Project Management, Fixed Annuities, Marketing Communications, Public Speaking, Talent Acquisition, Social Media Marketing, Social Media, Life Insurance, Insurance, Series 6, Series 63, Series 7, Sales Management, Financial Services, Variable Annuities, Retirement Planning
Education
Ramapo College of New Jersey 2002 — 2006
BA, Business Management
AXA Advisors March 2015 - Present
AXA Equitable December 2013 - March 2015
Macro consulting group May 2013 - December 2013
MetLife Broker Dealer Group January 2008 - May 2013
MetLife Resources Group January 2006 - January 2008
Skills
Sales, Customer Service, Marketing, Microsoft Office, Strategic Planning, Market Research, Marketing Strategy, Microsoft Excel, Project Management, Fixed Annuities, Marketing Communications, Public Speaking, Talent Acquisition, Social Media Marketing, Social Media, Life Insurance, Insurance, Series 6, Series 63, Series 7, Sales Management, Financial Services, Variable Annuities, Retirement Planning
Education
Ramapo College of New Jersey 2002 — 2006
BA, Business Management
Mark Beatini Mark Beatini's AXA Advisors Experience January 2013 - September 2014
Job Client Service Representative at LEXCO Wealth Management, Inc.
Industry Financial Services
Experience
LEXCO Wealth Management, Inc. October 2014 - Present
AXA Advisors January 2013 - September 2014
LEXCO Wealth Management, Inc. 2011 - 2012
Rutgers Athletics Ticket Office, Rutgers University 2010 - 2012
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Retirement Planning, Risk Management, Building Relationships, Mutual Funds, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Project Planning
Education
Rutgers University, Rutgers Business School, New Brunswick, NJ 2008 — 2012
Bachelor of Science (BS), Business Management, GPA: 3.44
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Science, Major: Business Management Minor: Spanish
LEXCO Wealth Management, Inc. October 2014 - Present
AXA Advisors January 2013 - September 2014
LEXCO Wealth Management, Inc. 2011 - 2012
Rutgers Athletics Ticket Office, Rutgers University 2010 - 2012
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Retirement Planning, Risk Management, Building Relationships, Mutual Funds, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Project Planning
Education
Rutgers University, Rutgers Business School, New Brunswick, NJ 2008 — 2012
Bachelor of Science (BS), Business Management, GPA: 3.44
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Science, Major: Business Management Minor: Spanish
Tres Moore, CFP®'s AXA Advisors Experience 2006 - 2006
Job CERTIFIED FINANCIAL PLANNER ™ practitioner
Industry Financial Services
Experience
Chesterfield Investment Group November 2014 - Present
ARGENT Investments & Retirement August 2012 - Present
CALL Federal Investment & Retirement August 2012 - Present
Moore & Associates, A financial advisory practice of Ameriprise Financial, Inc. October 2006 - August 2012
CUNA Mutual Group August 2012 - 2012
AXA Advisors 2006 - 2006
Skills
401k, Mutual Funds, Fixed Annuities, Securities, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Estate Planning, Series 7, Retirement Planning, Equities
Education
Strayer University (VA) 1999 — 2002
MBA
Roanoke College 1991 — 1995
BS
North Cross School
Chesterfield Investment Group November 2014 - Present
ARGENT Investments & Retirement August 2012 - Present
CALL Federal Investment & Retirement August 2012 - Present
Moore & Associates, A financial advisory practice of Ameriprise Financial, Inc. October 2006 - August 2012
CUNA Mutual Group August 2012 - 2012
AXA Advisors 2006 - 2006
Skills
401k, Mutual Funds, Fixed Annuities, Securities, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Estate Planning, Series 7, Retirement Planning, Equities
Education
Strayer University (VA) 1999 — 2002
MBA
Roanoke College 1991 — 1995
BS
North Cross School
Dawn Finney Dawn Finney's AXA Advisors Experience May 2006 - January 2010
Job CoOwner of Legacy Settlement Services
Industry Real Estate
Experience
Legacy Settlement Services January 2011 - Present
Alltech Title Group March 2010 - December 2010
AXA Advisors May 2006 - January 2010
Wachovia Bank September 1997 - May 2006
Skills
Sellers, Buyers, Investments, Mortgage Lending, Sales, Management, Real Estate, Mortgage Banking, Investment Properties, Investors, Business Development, Finance, Foreclosures, Real Estate Transactions, Small Business, Residential Homes
Education
Roanoke College 2003 — 2005
BBA, Finance
Legacy Settlement Services January 2011 - Present
Alltech Title Group March 2010 - December 2010
AXA Advisors May 2006 - January 2010
Wachovia Bank September 1997 - May 2006
Skills
Sellers, Buyers, Investments, Mortgage Lending, Sales, Management, Real Estate, Mortgage Banking, Investment Properties, Investors, Business Development, Finance, Foreclosures, Real Estate Transactions, Small Business, Residential Homes
Education
Roanoke College 2003 — 2005
BBA, Finance
Joseph Nuara, MBA's AXA Advisors Experience June 2008 - August 2008
Job Accountant Associate at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2010 - Present
Northwestern Mutual February 2009 - October 2010
AXA Advisors June 2008 - August 2008
Skills
Bookkeeping, Accounting, Financial Reporting, Excel, Reconciliation, Preparation, Timely, Financial Planning, Insurance, Business Analysis, Financial Analysis, Organizational..., Organizational..., Attention To Detail, Proactivity, MS Office Suite, Research, Fitness, Internal Communications, Financial Management, Budgeting, Microsoft Office, Access, Strategy, Account Reconciliation, QuickBooks, Internal Controls, Time Management, Budgets, Management, Microsoft Excel, Managerial Finance, Finance, Investments, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Quinnipiac University - School of Business 2009 — 2011
MBA - Finance Concentration, Financial Management
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Christian Brothers Academy 2000 — 2005
Northwestern Mutual November 2010 - Present
Northwestern Mutual February 2009 - October 2010
AXA Advisors June 2008 - August 2008
Skills
Bookkeeping, Accounting, Financial Reporting, Excel, Reconciliation, Preparation, Timely, Financial Planning, Insurance, Business Analysis, Financial Analysis, Organizational..., Organizational..., Attention To Detail, Proactivity, MS Office Suite, Research, Fitness, Internal Communications, Financial Management, Budgeting, Microsoft Office, Access, Strategy, Account Reconciliation, QuickBooks, Internal Controls, Time Management, Budgets, Management, Microsoft Excel, Managerial Finance, Finance, Investments, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Quinnipiac University - School of Business 2009 — 2011
MBA - Finance Concentration, Financial Management
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Christian Brothers Academy 2000 — 2005
Katheryn Cuciti Katheryn Cuciti's AXA Advisors Experience August 2011 - May 2012
Job Assistant Department Manager, Women's Specialized at Nordstrom
Industry Marketing and Advertising
Experience
Nordstrom August 2015 - Present
Freelance Design Work September 2010 - Present
Nordstrom June 2015 - August 2015
Nordstrom December 2014 - June 2015
Korean BBQ & Grill August 2013 - June 2014
America Reads/America Counts September 2010 - June 2014
New York & Company May 2012 - September 2012
Girl Scouts of the Jersey Shore September 2003 - September 2012
Small Claims Class May 2012 - August 2012
AXA Advisors August 2011 - May 2012
Skills
Google Docs, Facebook, Microsoft Office, PowerPoint, Social Networking, Interviews, Positive Attitude, Research, Multitasking, Tumblr, Customer Service, Microsoft Excel, Microsoft Word, Android, iWork, Team Leadership, Energy, Blackberry, Smartphones, iCal, Mac/PC proficient, StumbleUpon, YouTube, Skype, iTunes, Gmail, Chrome, Firefox, Internet Explorer, Phone Etiquette, Clerical Duties, Expository Writing, English grammar, PowerPoint skills, Solution Oriented, Word, Outlook, Mac, Problem Solving, Excel, Keynote, Fundraising, Proposal Writing, Social Media, Mac OS X, Public Speaking, Windows, MailChimp, Wunderlist, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Marketing
Manalapan High School 2006 — 2010
Science & Engineering
Nordstrom August 2015 - Present
Freelance Design Work September 2010 - Present
Nordstrom June 2015 - August 2015
Nordstrom December 2014 - June 2015
Korean BBQ & Grill August 2013 - June 2014
America Reads/America Counts September 2010 - June 2014
New York & Company May 2012 - September 2012
Girl Scouts of the Jersey Shore September 2003 - September 2012
Small Claims Class May 2012 - August 2012
AXA Advisors August 2011 - May 2012
Skills
Google Docs, Facebook, Microsoft Office, PowerPoint, Social Networking, Interviews, Positive Attitude, Research, Multitasking, Tumblr, Customer Service, Microsoft Excel, Microsoft Word, Android, iWork, Team Leadership, Energy, Blackberry, Smartphones, iCal, Mac/PC proficient, StumbleUpon, YouTube, Skype, iTunes, Gmail, Chrome, Firefox, Internet Explorer, Phone Etiquette, Clerical Duties, Expository Writing, English grammar, PowerPoint skills, Solution Oriented, Word, Outlook, Mac, Problem Solving, Excel, Keynote, Fundraising, Proposal Writing, Social Media, Mac OS X, Public Speaking, Windows, MailChimp, Wunderlist, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Marketing
Manalapan High School 2006 — 2010
Science & Engineering
Kyle Clark Kyle Clark's AXA Advisors Experience May 2013 - October 2013
Job Financial Professional
Industry Financial Services
Experience
TFS-ICAP December 2014 - Present
Solix Inc. March 2014 - December 2014
Solix Inc. October 2013 - March 2014
AXA Advisors May 2013 - October 2013
Carolina Fund September 2012 - May 2013
Artefact Partners LLP February 2012 - May 2012
Midlands Market Research May 2011 - September 2011
ICAP 2011 - 2011
Reserve Harbor Yacht Club June 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word, Research, Market Research, Financial Modeling, Microsoft Office, Teamwork, Economics, Customer Service, Investments, Project Management, Valuation, International Business, Life Insurance, Leadership, Budgets, Data Analysis, Management
Education
University of South Carolina-Columbia 2009 — 2013
Finance and Economics
Richmond, The American International University in London 2012 — 2012
Saucon Valley High School
TFS-ICAP December 2014 - Present
Solix Inc. March 2014 - December 2014
Solix Inc. October 2013 - March 2014
AXA Advisors May 2013 - October 2013
Carolina Fund September 2012 - May 2013
Artefact Partners LLP February 2012 - May 2012
Midlands Market Research May 2011 - September 2011
ICAP 2011 - 2011
Reserve Harbor Yacht Club June 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word, Research, Market Research, Financial Modeling, Microsoft Office, Teamwork, Economics, Customer Service, Investments, Project Management, Valuation, International Business, Life Insurance, Leadership, Budgets, Data Analysis, Management
Education
University of South Carolina-Columbia 2009 — 2013
Finance and Economics
Richmond, The American International University in London 2012 — 2012
Saucon Valley High School
Tiffany Rawling's AXA Advisors Experience January 2007 - April 2008
Job Director of Operations at Valley Wealth Group
Industry Financial Services
Experience
Valley Wealth Group, Inc. August 2015 - Present
Valley Wealth Management Services, Inc. August 2014 - August 2015
SunTrust Investment Services, Inc. June 2013 - August 2014
SunTrust Investment Services, Inc. October 2008 - June 2013
AXA Advisors January 2007 - April 2008
Source4 June 2002 - January 2007
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA)
Valley Wealth Group, Inc. August 2015 - Present
Valley Wealth Management Services, Inc. August 2014 - August 2015
SunTrust Investment Services, Inc. June 2013 - August 2014
SunTrust Investment Services, Inc. October 2008 - June 2013
AXA Advisors January 2007 - April 2008
Source4 June 2002 - January 2007
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA)
Stephen Plunkett Stephen Plunkett's AXA Advisors Experience January 2002 - November 2003
Job General Manager at Berglund Toyota
Industry Automotive
Experience
Berglund Toyota June 2006 - Present
Midpoint Chevrolet (Affiliate of the Berglund Automotive Group) November 2003 - June 2006
AXA Advisors January 2002 - November 2003
Berglund Ford July 1997 - December 2001
Berglund Chevrolet May 1990 - July 1997
Skills
Customer Retention, Automotive, Automobile, Sales Management, Profit, Finan, Financial Accounting, Social Media Marketing, Personnel Supervision, Marketing, CRM, Customer Service, Dealers, Customer Satisfaction, Process Improvement, Sales Operations, Team Leadership, Automotive Aftermarket, Inventory Management, New Business Development, Sales, Sales Process
Education
Radford University 1986 — 1990
B.S., Business Management
Cave Spring High School 1984 — 1986
Berglund Toyota June 2006 - Present
Midpoint Chevrolet (Affiliate of the Berglund Automotive Group) November 2003 - June 2006
AXA Advisors January 2002 - November 2003
Berglund Ford July 1997 - December 2001
Berglund Chevrolet May 1990 - July 1997
Skills
Customer Retention, Automotive, Automobile, Sales Management, Profit, Finan, Financial Accounting, Social Media Marketing, Personnel Supervision, Marketing, CRM, Customer Service, Dealers, Customer Satisfaction, Process Improvement, Sales Operations, Team Leadership, Automotive Aftermarket, Inventory Management, New Business Development, Sales, Sales Process
Education
Radford University 1986 — 1990
B.S., Business Management
Cave Spring High School 1984 — 1986
Connor Holly Connor Holly's AXA Advisors Experience June 2013 - August 2013
Job Operations Analyst at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory September 2014 - Present
Live Nation May 2014 - Present
Lincoln Financial Advisors January 2014 - May 2014
AXA Advisors June 2013 - August 2013
St. Matthew's School June 2012 - August 2013
Runaway Rapids Waterpark May 2012 - August 2013
Rowan University September 2012 - May 2013
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Finance, General, GPA 3.51
York College of Pennsylvania 2010 — 2012
Sport Management/Business Management
Sontag Advisory September 2014 - Present
Live Nation May 2014 - Present
Lincoln Financial Advisors January 2014 - May 2014
AXA Advisors June 2013 - August 2013
St. Matthew's School June 2012 - August 2013
Runaway Rapids Waterpark May 2012 - August 2013
Rowan University September 2012 - May 2013
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Finance, General, GPA 3.51
York College of Pennsylvania 2010 — 2012
Sport Management/Business Management
Travis Gallton, CFA Travis Gallton, CFA's AXA Advisors Experience 2005 - 2006
Job Senior Equity Portfolio Manager at Karpus Investment Management
Industry Investment Management
Experience
Karpus Investment Management August 2012 - Present
Karpus Investment Management June 2007 - August 2012
AXA Advisors 2005 - 2006
Skills
Bloomberg, Asset Allocation, Microsoft Excel, Microsoft Word, Financial Analysis, Equity Research, Equity Trading, Fundamental Analysis, Portfolio Management, Investment Management, Alternative Investments, Equities, Investments, Equity Valuation, Investment Strategies, Asset Management
Education
Rochester Institute of Technology 2006 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Karpus Investment Management August 2012 - Present
Karpus Investment Management June 2007 - August 2012
AXA Advisors 2005 - 2006
Skills
Bloomberg, Asset Allocation, Microsoft Excel, Microsoft Word, Financial Analysis, Equity Research, Equity Trading, Fundamental Analysis, Portfolio Management, Investment Management, Alternative Investments, Equities, Investments, Equity Valuation, Investment Strategies, Asset Management
Education
Rochester Institute of Technology 2006 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Christopher J. Mackin, CFP®'s AXA Advisors Experience October 2005 - September 2014
Job Wealth Advisor and Retirement Plan Consulting at FCG Advisors
Industry Financial Services
Experience
FCG Advisors LLC September 2014 - Present
The JCMC Legacy Entity May 2014 - Present
Hoboken Rotary July 2009 - Present
Hoboken Chamber of Commerce 2009 - Present
Hudson County CEDS Committee February 2012 - Present
Rutgers Club of North Jersey 2011 - Present
The Business Strategies Group of New Jersey December 2012 - September 2014
Blue Water Advisors, LLC December 2008 - September 2014
New Canaan Group/BWA December 2008 - September 2014
AXA Advisors October 2005 - September 2014
Skills
Retirement Planning, Investments, Risk Management, Series 7, Wealth Management, Strategic Financial..., Asset Management, Certified Financial..., Due Diligence, Financial Planning, Investment Strategies, Investment Management, Finance, Financial Services, Wealth, Securities, Mutual Funds, Portfolio Management, Estate Planning, Employee Benefits, Strategic Planning, Uniform Combined State..., Small Business, Wealth Management..., Wealth Accumulation
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Economics, Minor - Sociology
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
American College 2008 — 2010
CFP®
MTHS
FCG Advisors LLC September 2014 - Present
The JCMC Legacy Entity May 2014 - Present
Hoboken Rotary July 2009 - Present
Hoboken Chamber of Commerce 2009 - Present
Hudson County CEDS Committee February 2012 - Present
Rutgers Club of North Jersey 2011 - Present
The Business Strategies Group of New Jersey December 2012 - September 2014
Blue Water Advisors, LLC December 2008 - September 2014
New Canaan Group/BWA December 2008 - September 2014
AXA Advisors October 2005 - September 2014
Skills
Retirement Planning, Investments, Risk Management, Series 7, Wealth Management, Strategic Financial..., Asset Management, Certified Financial..., Due Diligence, Financial Planning, Investment Strategies, Investment Management, Finance, Financial Services, Wealth, Securities, Mutual Funds, Portfolio Management, Estate Planning, Employee Benefits, Strategic Planning, Uniform Combined State..., Small Business, Wealth Management..., Wealth Accumulation
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Economics, Minor - Sociology
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
American College 2008 — 2010
CFP®
MTHS
Kevin Vosilla Kevin Vosilla's AXA Advisors Experience June 2009 - November 2009
Job Casualty Adjuster for PROGRESSIVE INSURANCE
Industry Insurance
Experience
Progressive Insurance December 2014 - Present
Progressive Insurance August 2013 - December 2014
Enterprise Rent-A-Car December 2010 - August 2013
New Vitality April 2010 - October 2010
AXA Advisors June 2009 - November 2009
Skills
Sales, Direct Sales, Sales Process, Marketing, Marketing Strategy, Direct Marketing, Team Building, Team Leadership, Team Management, Dependable Team Player, Cross-functional Team..., Microsoft Excel, Outlook, Outside Sales, Retail, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Customer Oriented, Salesforce.com, Cold Calling, Insurance, Time Management, Call Centers
Education
Rider University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Progressive Insurance December 2014 - Present
Progressive Insurance August 2013 - December 2014
Enterprise Rent-A-Car December 2010 - August 2013
New Vitality April 2010 - October 2010
AXA Advisors June 2009 - November 2009
Skills
Sales, Direct Sales, Sales Process, Marketing, Marketing Strategy, Direct Marketing, Team Building, Team Leadership, Team Management, Dependable Team Player, Cross-functional Team..., Microsoft Excel, Outlook, Outside Sales, Retail, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Customer Oriented, Salesforce.com, Cold Calling, Insurance, Time Management, Call Centers
Education
Rider University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Stockel Matthew Stockel's AXA Advisors Experience May 2008 - November 2008
Job Franchisee at Pita Pit
Industry Restaurants
Experience
Pita Pit USA April 2014 - Present
CARQUEST November 2008 - October 2013
AXA Advisors May 2008 - November 2008
Skills
Automotive, Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Real Estate, Microsoft Excel, Microsoft Office, Real Estate Transactions, Bloomberg
Education
Quinnipiac University - School of Business 2004 — 2008
Finance
Pita Pit USA April 2014 - Present
CARQUEST November 2008 - October 2013
AXA Advisors May 2008 - November 2008
Skills
Automotive, Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Real Estate, Microsoft Excel, Microsoft Office, Real Estate Transactions, Bloomberg
Education
Quinnipiac University - School of Business 2004 — 2008
Finance
Jillian Bazer's AXA Advisors Experience 1999 - 2000
Job Administrative Assistant at LaBella Associates, DPC
Industry Accounting
Experience
LaBella Associates, DPC September 2015 - Present
Ferrara Jerum International, LLC August 2014 - November 2014
Rando Machine Corporation April 2013 - November 2013
Davie Kaplan, CPA, P.C. September 2011 - September 2012
Builders Exchange of Rochester August 2007 - August 2011
Rochester Business Alliance July 2003 - September 2005
AXA Advisors 1999 - 2000
Skills
Event Management, Administrative..., Public Relations, Accounts Payable, Marketing Communications, Spreadsheets, Marketing, Social Media, Event Planning, Customer Service, Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Employee Benefits, Contract Negotiation, Microsoft Word, Strategic Planning
Education
Rochester Institute of Technology 1998 — 2002
BS, Business Admin/Marketing
LaBella Associates, DPC September 2015 - Present
Ferrara Jerum International, LLC August 2014 - November 2014
Rando Machine Corporation April 2013 - November 2013
Davie Kaplan, CPA, P.C. September 2011 - September 2012
Builders Exchange of Rochester August 2007 - August 2011
Rochester Business Alliance July 2003 - September 2005
AXA Advisors 1999 - 2000
Skills
Event Management, Administrative..., Public Relations, Accounts Payable, Marketing Communications, Spreadsheets, Marketing, Social Media, Event Planning, Customer Service, Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Employee Benefits, Contract Negotiation, Microsoft Word, Strategic Planning
Education
Rochester Institute of Technology 1998 — 2002
BS, Business Admin/Marketing
Anthony Arciniaco's AXA Advisors Experience October 2008 - April 2009
Job Trade Settlement Coordinator at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management May 2012 - Present
Sloan Securities May 2009 - March 2012
AXA Advisors October 2008 - April 2009
Concord Wealth Management May 2007 - August 2007
Skills
Securities, Mutual Funds, Financial Markets, Bonds, Options, Equities, Trading, Series 7, International..., DTC, Equity Trading, Portfolio Management, Finance, Financial Services, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Settlement
Education
Rowan University 2004 — 2008
BA, Finance
Rowan University 2004 — 2008
Pzena Investment Management May 2012 - Present
Sloan Securities May 2009 - March 2012
AXA Advisors October 2008 - April 2009
Concord Wealth Management May 2007 - August 2007
Skills
Securities, Mutual Funds, Financial Markets, Bonds, Options, Equities, Trading, Series 7, International..., DTC, Equity Trading, Portfolio Management, Finance, Financial Services, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Settlement
Education
Rowan University 2004 — 2008
BA, Finance
Rowan University 2004 — 2008
Abel Joanem-Joasil, MBA Abel Joanem-Joasil, MBA's AXA Advisors Experience September 2014 - September 2015
Job
Industry Management Consulting
Experience
A & L Consulting January 2013 - Present
AXA Advisors September 2014 - September 2015
Professional Economic Growth Group Hornor, Townsend and Kent, Inc. (HTK) January 2011 - February 2013
Florida & New Jersey School Systems 1993 - 2008
Solaji Group, Inc. (DBA Solaji Business Solutions) September 1997 - December 2000
Miami-Dade County Public Schools 1998 - 2000
Skills
Competitive Analysis, Project Management, Project Planning, Strategy, Brand Management, Marketing, Event Management, Financial Analysis, Campaign Management, Employee Training
Education
Rutgers Business School of Newark and New Brunswick
MBA, Finance / Marketing
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / Political Science
Saint-Louis de Gonzague
A & L Consulting January 2013 - Present
AXA Advisors September 2014 - September 2015
Professional Economic Growth Group Hornor, Townsend and Kent, Inc. (HTK) January 2011 - February 2013
Florida & New Jersey School Systems 1993 - 2008
Solaji Group, Inc. (DBA Solaji Business Solutions) September 1997 - December 2000
Miami-Dade County Public Schools 1998 - 2000
Skills
Competitive Analysis, Project Management, Project Planning, Strategy, Brand Management, Marketing, Event Management, Financial Analysis, Campaign Management, Employee Training
Education
Rutgers Business School of Newark and New Brunswick
MBA, Finance / Marketing
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / Political Science
Saint-Louis de Gonzague
Aaron Dell Aaron Dell's AXA Advisors Experience 2009 - 2010
Job Investment Consultant at Capitol Investment Center
Industry Financial Services
Experience
Capitol Investment Center October 2010 - Present
Acyo 2010 - 2010
AXA Advisors 2009 - 2010
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2006 — 2008
BS, MGMT & Finance
Capitol Investment Center October 2010 - Present
Acyo 2010 - 2010
AXA Advisors 2009 - 2010
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2006 — 2008
BS, MGMT & Finance
William McCance William McCance's AXA Advisors Experience March 1991 - December 1999
Job Boutique Independent Broker Dealer/RIA
Industry Financial Services
Experience
TAG Group, Inc September 2007 - Present
Advisory Group Equity Services 2007 - Present
FIshers Island Yacht Club 2010 - 2012
Hartford Life February 2002 - September 2005
AXA Advisors March 1991 - December 1999
Drexel Burnham Lambert 1985 - 1988
Skills
Investments, Financial Services, Financial Advisory, Securities, Strategic Financial..., Insurance, Estate Planning, Finance, Management, Equities, Employee Benefits, Wealth, Mergers & Acquisitions, Life Insurance, Leadership, Business Development
Education
Roanoke College 1982 — 1983
Brooks School 1980 — 1982
Harvey School 1977 — 1982
TAG Group, Inc September 2007 - Present
Advisory Group Equity Services 2007 - Present
FIshers Island Yacht Club 2010 - 2012
Hartford Life February 2002 - September 2005
AXA Advisors March 1991 - December 1999
Drexel Burnham Lambert 1985 - 1988
Skills
Investments, Financial Services, Financial Advisory, Securities, Strategic Financial..., Insurance, Estate Planning, Finance, Management, Equities, Employee Benefits, Wealth, Mergers & Acquisitions, Life Insurance, Leadership, Business Development
Education
Roanoke College 1982 — 1983
Brooks School 1980 — 1982
Harvey School 1977 — 1982
Taren Coleman's AXA Advisors Experience March 2001 - July 2003
Job Owner, Coleman Financial Group
Industry Financial Services
Experience
Coleman Financial Group August 2006 - Present
Financial Literacy Foundation October 2009 - April 2010
Bigger & Coleman LLC January 2005 - August 2006
MassMutual July 2003 - June 2005
AXA Advisors March 2001 - July 2003
NASDAQ May 1994 - March 2000
IBM Global Services July 1989 - May 1994
Education
Rutgers University-New Brunswick
B.S., Accounting
Coleman Financial Group August 2006 - Present
Financial Literacy Foundation October 2009 - April 2010
Bigger & Coleman LLC January 2005 - August 2006
MassMutual July 2003 - June 2005
AXA Advisors March 2001 - July 2003
NASDAQ May 1994 - March 2000
IBM Global Services July 1989 - May 1994
Education
Rutgers University-New Brunswick
B.S., Accounting
Mena Ayad's AXA Advisors Experience May 2014 - August 2014
Job MBA Graduate Student at Rutgers Business School
Industry Financial Services
Experience
Rutgers Business School September 2013 - Present
AXA Advisors May 2014 - August 2014
D&R Computer Brokerage September 2012 - September 2013
Oaviation Corporation April 2012 - June 2012
Good Shepherd Services April 2010 - January 2012
Carlton Architecture May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Networking, Analysis, Organizational..., Strategic Planning, Management, Project Management, Strongly self-motivated, Passionate about work, Task Driven, Success Driven, Always Punctual, Data Analysis, Sales, Troubleshooting, Customer Service, Budgets, Project Planning, Leadership, Observant to Detail, Great People Person, Fast Learner, Strong Decision Maker, Love to Learn, Communication Skills, Time Management, Training, Outlook, Critical Thinking, Team Building, Teamwork, Windows, Analytical Skills, Process Improvement, Customer Satisfaction, Program Management, Team Management, Quality Management, Research, Great with Numbers, Very Strong Negotiator, Tech-savvy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Finance, GPA: 3.5
Rutgers University-New Brunswick 2005 — 2010
Bachelor of Science (B.S.), Mechanical and Aerospace Engineering
Rutgers Business School September 2013 - Present
AXA Advisors May 2014 - August 2014
D&R Computer Brokerage September 2012 - September 2013
Oaviation Corporation April 2012 - June 2012
Good Shepherd Services April 2010 - January 2012
Carlton Architecture May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Networking, Analysis, Organizational..., Strategic Planning, Management, Project Management, Strongly self-motivated, Passionate about work, Task Driven, Success Driven, Always Punctual, Data Analysis, Sales, Troubleshooting, Customer Service, Budgets, Project Planning, Leadership, Observant to Detail, Great People Person, Fast Learner, Strong Decision Maker, Love to Learn, Communication Skills, Time Management, Training, Outlook, Critical Thinking, Team Building, Teamwork, Windows, Analytical Skills, Process Improvement, Customer Satisfaction, Program Management, Team Management, Quality Management, Research, Great with Numbers, Very Strong Negotiator, Tech-savvy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Finance, GPA: 3.5
Rutgers University-New Brunswick 2005 — 2010
Bachelor of Science (B.S.), Mechanical and Aerospace Engineering
Gregory Ducore Gregory Ducore's AXA Advisors Experience September 2012 - Present
Job Financial Professional at AXA Advisors
Industry Sports
Experience
AXA Advisors September 2012 - Present
New Jersey Devils January 2010 - May 2010
New Jersey Professional Golf Association September 2008 - February 2010
Skills
Sales, Insurance, Customer Service, Financial Reporting, Financial Analysis, Cold Calling, Account Management, Long-term Care, Microsoft Excel, Social Media, Event Planning, Social Networking, Public Speaking, Microsoft Office, Event Management, Training, Sports, PowerPoint
Education
Rutgers University 2005 — 2009
Bachelor of Science, Exercise Science & Sports Studies
AXA Advisors September 2012 - Present
New Jersey Devils January 2010 - May 2010
New Jersey Professional Golf Association September 2008 - February 2010
Skills
Sales, Insurance, Customer Service, Financial Reporting, Financial Analysis, Cold Calling, Account Management, Long-term Care, Microsoft Excel, Social Media, Event Planning, Social Networking, Public Speaking, Microsoft Office, Event Management, Training, Sports, PowerPoint
Education
Rutgers University 2005 — 2009
Bachelor of Science, Exercise Science & Sports Studies
Richard Watnik's AXA Advisors Experience 2015 - Present
Job Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Social Networking, Research, PowerPoint, Microsoft Word, Editing, Social Media, Public Speaking, Event Planning, Regression Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor’s Degree, Economics
Princeton High School 2007 — 2011
High School Dipolma
AXA Advisors 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Social Networking, Research, PowerPoint, Microsoft Word, Editing, Social Media, Public Speaking, Event Planning, Regression Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor’s Degree, Economics
Princeton High School 2007 — 2011
High School Dipolma
Nida Nasir's AXA Advisors Experience June 2015 - August 2015
Job Avid Tutor at RISD
Industry Accounting
Experience
RISD January 2014 - Present
AXA Advisors June 2015 - August 2015
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Bachelor’s Degree, Accounting
Richland College 2013 — 2015
Associate’s Degree, Accounting
RISD January 2014 - Present
AXA Advisors June 2015 - August 2015
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Bachelor’s Degree, Accounting
Richland College 2013 — 2015
Associate’s Degree, Accounting
Resi Elisabeth Williams's AXA Advisors Experience June 2008 - March 2014
Job Director of Operations at Alchemy Global Holdings, LLC
Industry Financial Services
Experience
Alchemy Securities, LLC September 2015 - Present
Alchemy Global Holdings, LLC March 2014 - Present
AXA Advisors June 2008 - March 2014
Skills
Retirement Planning, Budget Analysis, Portfolio Management, Strategic Financial..., Retirement, Financial Analysis, Budgets, Investments, Financial Planning
Education
Radford University - College of Business and Economics 2002 — 2006
Bachelor of Business Administration (BBA), Economics
Alchemy Securities, LLC September 2015 - Present
Alchemy Global Holdings, LLC March 2014 - Present
AXA Advisors June 2008 - March 2014
Skills
Retirement Planning, Budget Analysis, Portfolio Management, Strategic Financial..., Retirement, Financial Analysis, Budgets, Investments, Financial Planning
Education
Radford University - College of Business and Economics 2002 — 2006
Bachelor of Business Administration (BBA), Economics
Dennis Tuan's AXA Advisors Experience March 2011 - January 2012
Job Area Leader at Zoomer
Industry Logistics and Supply Chain
Experience
Simply Shabu July 2013 - June 2015
The Bank of Princeton August 2012 - July 2013
OTAFood.com January 2012 - August 2012
AXA Advisors March 2011 - January 2012
Wells Fargo Advisors December 2010 - March 2011
JPMorgan Chase & Co. June 2010 - December 2010
Skills
Financial Analysis, Business Development, Market Analysis, Investments, Entrepreneurship, Business Strategy, Data Analysis, Chinese, Business Planning, Risk Management, Start-ups, Portfolio Management, Due Diligence, Executive Management, Customer Service
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics
Simply Shabu July 2013 - June 2015
The Bank of Princeton August 2012 - July 2013
OTAFood.com January 2012 - August 2012
AXA Advisors March 2011 - January 2012
Wells Fargo Advisors December 2010 - March 2011
JPMorgan Chase & Co. June 2010 - December 2010
Skills
Financial Analysis, Business Development, Market Analysis, Investments, Entrepreneurship, Business Strategy, Data Analysis, Chinese, Business Planning, Risk Management, Start-ups, Portfolio Management, Due Diligence, Executive Management, Customer Service
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics
Sandro Bianco Sandro Bianco's AXA Advisors Experience March 2012 - January 2013
Job Apprentice at Chipotle Mexican Grill
Industry Hospitality
Experience
Chipotle Mexican Grill March 2013 - Present
Wells Fargo March 2013 - March 2014
AXA Advisors March 2012 - January 2013
Peapack-Gladstone Bank 2010 - 2012
Rider University 2006 - 2007
Skills
Series 66, Series 7, Retirement Planning, Employee Benefits, Portfolio Management, Risk Management, Insurance, Business Planning, Banking, Customer Service, Fixed Annuities
Education
Rider University 2006 — 2010
Bachelor, Finance
Chipotle Mexican Grill March 2013 - Present
Wells Fargo March 2013 - March 2014
AXA Advisors March 2012 - January 2013
Peapack-Gladstone Bank 2010 - 2012
Rider University 2006 - 2007
Skills
Series 66, Series 7, Retirement Planning, Employee Benefits, Portfolio Management, Risk Management, Insurance, Business Planning, Banking, Customer Service, Fixed Annuities
Education
Rider University 2006 — 2010
Bachelor, Finance
Ainka T. Munroe, MBA's AXA Advisors Experience January 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
Deloitte August 2007 - January 2012
Skills
Retirement Planning, Wealth Management, Risk Management, Insurance Planning, Investment Advisory..., Financial Services, Special Needs Planning
Education
Rochester Institute of Technology 2005 — 2007
MBA, Accounting/ MIS
Rochester Institute of Technology 2001 — 2005
Bachelors of Science, Accounting / Economics
AXA Advisors January 2012 - Present
Deloitte August 2007 - January 2012
Skills
Retirement Planning, Wealth Management, Risk Management, Insurance Planning, Investment Advisory..., Financial Services, Special Needs Planning
Education
Rochester Institute of Technology 2005 — 2007
MBA, Accounting/ MIS
Rochester Institute of Technology 2001 — 2005
Bachelors of Science, Accounting / Economics
Eric Ambrosio's AXA Advisors Experience July 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Management Consulting
Experience
AXA Advisors July 2015 - Present
Siena Wealth Advisors May 2014 - August 2014
NY Sportimes June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Event Planning
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor's Degree, Business Management, Senior
Cold Spring Harbor High School 2007 — 2011
AXA Advisors July 2015 - Present
Siena Wealth Advisors May 2014 - August 2014
NY Sportimes June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Event Planning
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor's Degree, Business Management, Senior
Cold Spring Harbor High School 2007 — 2011
Jack Frost's AXA Advisors Experience February 2015 - April 2015
Job Vice President Compliance Manager at J.P.Morgan Chase
Industry Financial Services
Experience
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
Mark Caso Mark Caso's AXA Advisors Experience December 2011 - May 2012
Job Pinnacle Realty
Industry Real Estate
Experience
Pinnacle Realty of New York, LLC April 2013 - Present
AXA Advisors December 2011 - May 2012
Pinnacle Realty of New York, LLC June 2010 - August 2011
Network Adjusters Inc June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, Finance
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Universitat Autònoma de Barcelona 2011 — 2011
Study Abroad, Business
South Side High School 2004 — 2008
Pinnacle Realty of New York, LLC April 2013 - Present
AXA Advisors December 2011 - May 2012
Pinnacle Realty of New York, LLC June 2010 - August 2011
Network Adjusters Inc June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, Finance
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Universitat Autònoma de Barcelona 2011 — 2011
Study Abroad, Business
South Side High School 2004 — 2008
Brian J. Friedman Brian J. Friedman's AXA Advisors Experience November 2002 - Present
Job Retirement Planning Specialist / Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2002 - Present
Skills
Retirement Planning, Estate Planning, Financial Analysis, Financial Planning, Wealth Management, Insurance Planning, Portfolio Management, Employee Benefits, Risk Management, Asset Protection, Charitable Giving..., Educational Seminars, Retirement Income..., Asset Allocation..., Income Protection..., Wealth Accumulation..., Wealth Transfer..., Retirement Planning..., Business Succession..., Wealth Preservation..., Estate Conservation..., Tax-Deferred Investment..., IRA Distribution..., 401 (k) Distribution..., Financial Services, Strategic Financial..., Asset Allocation, Fixed Annuities, Finance, Life Insurance, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
RPS
Rutgers University-New Brunswick
BS
Ocean Township 1988 — 1992
AXA Advisors November 2002 - Present
Skills
Retirement Planning, Estate Planning, Financial Analysis, Financial Planning, Wealth Management, Insurance Planning, Portfolio Management, Employee Benefits, Risk Management, Asset Protection, Charitable Giving..., Educational Seminars, Retirement Income..., Asset Allocation..., Income Protection..., Wealth Accumulation..., Wealth Transfer..., Retirement Planning..., Business Succession..., Wealth Preservation..., Estate Conservation..., Tax-Deferred Investment..., IRA Distribution..., 401 (k) Distribution..., Financial Services, Strategic Financial..., Asset Allocation, Fixed Annuities, Finance, Life Insurance, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
RPS
Rutgers University-New Brunswick
BS
Ocean Township 1988 — 1992
Mary Rose Pinter's AXA Advisors Experience May 2015 - Present
Job Recruiting Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Dergalis Associates October 2013 - May 2015
Skills
Management, Recruiting, Hiring, Interviews, College Recruiting, Time Management, Organizational Behavior, Social Networking, Sourcing, Leadership, Event Planning, Customer Acquisition, Customer Service, Customer Satisfaction, Building Relationships, Organizational..., Onboarding, Training, Performance Management, Cold Calling, Job Fairs, Sales Operations, Customer Retention, Equine Therapy, Canine Therapy, Child Development, Special Education, Elementary Education, Beauty Industry, PowerPoint, Social Media, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Camden 2013 — 2015
Bachelor of Science (B.S.), Business Management
Burlington County College 2011 — 2013
Associate of Science (AS), Business Administration, Management and Operations
AXA Advisors May 2015 - Present
Dergalis Associates October 2013 - May 2015
Skills
Management, Recruiting, Hiring, Interviews, College Recruiting, Time Management, Organizational Behavior, Social Networking, Sourcing, Leadership, Event Planning, Customer Acquisition, Customer Service, Customer Satisfaction, Building Relationships, Organizational..., Onboarding, Training, Performance Management, Cold Calling, Job Fairs, Sales Operations, Customer Retention, Equine Therapy, Canine Therapy, Child Development, Special Education, Elementary Education, Beauty Industry, PowerPoint, Social Media, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Camden 2013 — 2015
Bachelor of Science (B.S.), Business Management
Burlington County College 2011 — 2013
Associate of Science (AS), Business Administration, Management and Operations
Aditi Bothra's AXA Advisors Experience September 2010 - October 2010
Job Health Education Field Representative at BCHD
Industry Health, Wellness and Fitness
Experience
Burlington County June 2014 - Present
-- April 2009 - Present
Evergreen Youth Center September 2013 - May 2014
Rutgers Health Outreach January 2013 - May 2014
Woodbridge Municipal Alliance September 2013 - December 2013
E.Nopi Tutoring Center June 2012 - October 2012
CompuChild June 2011 - August 2011
AXA Advisors September 2010 - October 2010
Skills
Microsoft Office, Customer Service, Program Management, Teaching, Research, PowerPoint, Interviews, Microsoft Word, Microsoft Excel, Public Speaking, Project Planning, Spanish, Outlook, Teamwork, Social Networking, Leadership, Social Media, Windows, Facebook, HTML, Team Leadership, Project Management, Community Outreach, Event Planning, SPSS, Statistics, Higher Education, Editing, Healthcare, Program Development, Public Health
Education
Rutgers, The State University of New Jersey 2010 — 2014
Bachelor of Science Degree, public health
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Public Health, Psychology
The School of Arts and Sciences 2010 — 2014
Bachelor of Science Degree, Public Health, Psychology
Burlington County June 2014 - Present
-- April 2009 - Present
Evergreen Youth Center September 2013 - May 2014
Rutgers Health Outreach January 2013 - May 2014
Woodbridge Municipal Alliance September 2013 - December 2013
E.Nopi Tutoring Center June 2012 - October 2012
CompuChild June 2011 - August 2011
AXA Advisors September 2010 - October 2010
Skills
Microsoft Office, Customer Service, Program Management, Teaching, Research, PowerPoint, Interviews, Microsoft Word, Microsoft Excel, Public Speaking, Project Planning, Spanish, Outlook, Teamwork, Social Networking, Leadership, Social Media, Windows, Facebook, HTML, Team Leadership, Project Management, Community Outreach, Event Planning, SPSS, Statistics, Higher Education, Editing, Healthcare, Program Development, Public Health
Education
Rutgers, The State University of New Jersey 2010 — 2014
Bachelor of Science Degree, public health
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Public Health, Psychology
The School of Arts and Sciences 2010 — 2014
Bachelor of Science Degree, Public Health, Psychology
Bradford Ritchie's AXA Advisors Experience February 2009 - September 2011
Job Account Executive
Industry Information Technology and Services
Experience
Gartner August 2015 - Present
HSBC Global Banking and Markets June 2014 - Present
J.P. Morgan Chase Bank N.A. September 2011 - May 2014
AXA Advisors February 2009 - September 2011
JPMorgan Chase November 2007 - February 2009
Skills
Retirement, Finance, Securities, Portfolio Management, Investment Strategies, Investments, Mutual Funds, Equities, Wealth Management, Microsoft Excel, Financial Services, Financial Analysis, Marketing, Estate Planning, Insurance, Banking, Series 7, Leadership, Risk Management, Series 63, Series 65, Life Insurance, Regulatory Compliance, Anti Money Laundering, Relationship Management
Education
Roger Williams University 2003 — 2007
BS, Business Management with minors in Marketing and Psychology
Gartner August 2015 - Present
HSBC Global Banking and Markets June 2014 - Present
J.P. Morgan Chase Bank N.A. September 2011 - May 2014
AXA Advisors February 2009 - September 2011
JPMorgan Chase November 2007 - February 2009
Skills
Retirement, Finance, Securities, Portfolio Management, Investment Strategies, Investments, Mutual Funds, Equities, Wealth Management, Microsoft Excel, Financial Services, Financial Analysis, Marketing, Estate Planning, Insurance, Banking, Series 7, Leadership, Risk Management, Series 63, Series 65, Life Insurance, Regulatory Compliance, Anti Money Laundering, Relationship Management
Education
Roger Williams University 2003 — 2007
BS, Business Management with minors in Marketing and Psychology
Rachel Nugent Rachel Nugent's AXA Advisors Experience September 2013 - May 2014
Job Relocated to Raleigh, NC
Industry Information Technology and Services
Experience
SHI International Corp. May 2014 - July 2015
AXA Advisors September 2013 - May 2014
Heritage Dairy Store June 2010 - November 2013
Skills
PowerPoint, Management, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Time Management
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Economics
SHI International Corp. May 2014 - July 2015
AXA Advisors September 2013 - May 2014
Heritage Dairy Store June 2010 - November 2013
Skills
PowerPoint, Management, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Time Management
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Economics
Patrick Crimmins's AXA Advisors Experience
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors
Skills
Financial Planning, Wealth Management, Retirement Planning, Tax Advisory, Risk Management, College Savings Plans, Life Insurance, Financial Reporting, Tax Preparation, Retirement Income..., Financial Analysis, Portfolio Management, Asset Management, Long Term Care Insurance, Finance
Education
Rutgers University-New Brunswick
Economics
Saint Peter's Prep
High School
AXA Advisors
Skills
Financial Planning, Wealth Management, Retirement Planning, Tax Advisory, Risk Management, College Savings Plans, Life Insurance, Financial Reporting, Tax Preparation, Retirement Income..., Financial Analysis, Portfolio Management, Asset Management, Long Term Care Insurance, Finance
Education
Rutgers University-New Brunswick
Economics
Saint Peter's Prep
High School
Corey Dunn, M.B.A. Corey Dunn, M.B.A.'s AXA Advisors Experience February 2012 - April 2014
Job Core Account Manager at Cardinal Health
Industry Financial Services
Experience
Cardinal Health March 2015 - Present
Prudential Financial April 2014 - Present
AXA Advisors February 2012 - April 2014
Colonial Life June 2011 - January 2012
College Works Painting March 2009 - October 2009
Skills
Marketing, Benefits Administration, Small Business, Life Insurance, Employee Benefits, Fixed Annuities, Sales, Series 7, Series 63, Health Insurance, Networking, Retirement Planning, Investment Advisory, Disability Insurance, Insurance, Term Life Insurance, Accident, Long-term Care, Health Savings Accounts, Whole Life, Open Enrollment, 401k, 401k Rollovers, Variable Life, Variable Annuities, IRAs, Roth IRA, 403 b, 457 Plans, 529 Plans, Social Security, Healthcare, Distribution, Hospital Sales, Customer Satisfaction, Customer Service, Contract Negotiation, Purchasing Negotiation
Education
Rowan University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Rowan University 2007 — 2009
Bachelor's degree, Marketing, 3.0
Cardinal Health March 2015 - Present
Prudential Financial April 2014 - Present
AXA Advisors February 2012 - April 2014
Colonial Life June 2011 - January 2012
College Works Painting March 2009 - October 2009
Skills
Marketing, Benefits Administration, Small Business, Life Insurance, Employee Benefits, Fixed Annuities, Sales, Series 7, Series 63, Health Insurance, Networking, Retirement Planning, Investment Advisory, Disability Insurance, Insurance, Term Life Insurance, Accident, Long-term Care, Health Savings Accounts, Whole Life, Open Enrollment, 401k, 401k Rollovers, Variable Life, Variable Annuities, IRAs, Roth IRA, 403 b, 457 Plans, 529 Plans, Social Security, Healthcare, Distribution, Hospital Sales, Customer Satisfaction, Customer Service, Contract Negotiation, Purchasing Negotiation
Education
Rowan University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Rowan University 2007 — 2009
Bachelor's degree, Marketing, 3.0
Paul W. Ha's AXA Advisors Experience December 2008 - December 2010
Job Private Banker II at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Jeffrey Matthews Financial December 2010 - June 2011
AXA Advisors December 2008 - December 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Investment Advisory, Fiduciary Services, Fiduciary Management, Estate Planning, Insurance Planning, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities, Mutual Funds, Securities, Investments, Wealth Management
Education
Rider University 2003 — 2007
Bachelor’s Degree, Finance
Wells Fargo September 2012 - Present
Jeffrey Matthews Financial December 2010 - June 2011
AXA Advisors December 2008 - December 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Investment Advisory, Fiduciary Services, Fiduciary Management, Estate Planning, Insurance Planning, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities, Mutual Funds, Securities, Investments, Wealth Management
Education
Rider University 2003 — 2007
Bachelor’s Degree, Finance
Gregory Agamalian's AXA Advisors Experience July 2006 - July 2007
Job Business Analyst at M Holdings Securities
Industry Financial Services
Experience
M Holdings Securities August 2013 - Present
M Holdings Securities October 2011 - August 2013
M Holdings Securities July 2007 - October 2011
AXA Advisors July 2006 - July 2007
Hebert Research, Inc. October 2005 - May 2006
Skills
Financial Analysis, Research, Financial Modeling, MS Access, Workflow Management, Practice Management, Statistics, Finance, Event Planning
Education
Reed College 2001 — 2005
Bachelor of Arts (B.A.), Economics
M Holdings Securities August 2013 - Present
M Holdings Securities October 2011 - August 2013
M Holdings Securities July 2007 - October 2011
AXA Advisors July 2006 - July 2007
Hebert Research, Inc. October 2005 - May 2006
Skills
Financial Analysis, Research, Financial Modeling, MS Access, Workflow Management, Practice Management, Statistics, Finance, Event Planning
Education
Reed College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Anthony Lenard Anthony Lenard's AXA Advisors Experience June 2012 - December 2012
Job Credit Analyst at First Commerce Bank
Industry Financial Services
Experience
First Commerce Bank April 2014 - Present
First Commerce Bank April 2013 - April 2014
AXA Advisors June 2012 - December 2012
Panasonic January 2011 - June 2011
Panasonic November 2010 - December 2010
Skills
Finance, Television, Financial Analysis, Databases, Investments, Financial Modeling, Strategic Financial..., Economics, Portfolio Management, Corporate Finance, Microsoft Excel, Valuation, Credit, Banking, Analysis, Credit Analysis, Loans, Commercial Banking, Financial Risk, Risk Management, Credit Risk
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's degree, Economics
First Commerce Bank April 2014 - Present
First Commerce Bank April 2013 - April 2014
AXA Advisors June 2012 - December 2012
Panasonic January 2011 - June 2011
Panasonic November 2010 - December 2010
Skills
Finance, Television, Financial Analysis, Databases, Investments, Financial Modeling, Strategic Financial..., Economics, Portfolio Management, Corporate Finance, Microsoft Excel, Valuation, Credit, Banking, Analysis, Credit Analysis, Loans, Commercial Banking, Financial Risk, Risk Management, Credit Risk
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's degree, Economics
Phillip Friedman Phillip Friedman's AXA Advisors Experience November 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
AB Alliance Bernstein August 2013 - April 2014
UBS July 2012 - March 2013
Hank Haney Int. Jr. Golf Association January 2012 - May 2012
Fifth Third Bank August 2011 - January 2012
Camp Wise June 2006 - July 2009
Hawthorne Valley Country Club May 2007 - June 2007
Skills
Wealth Management, Investment Services, Retirement Planning..., Wealth Preservation..., Risk Management
Education
University of Kansas 2007 — 2011
Richmond, The American International University in London 2010 — 2010
AXA Advisors November 2014 - Present
AB Alliance Bernstein August 2013 - April 2014
UBS July 2012 - March 2013
Hank Haney Int. Jr. Golf Association January 2012 - May 2012
Fifth Third Bank August 2011 - January 2012
Camp Wise June 2006 - July 2009
Hawthorne Valley Country Club May 2007 - June 2007
Skills
Wealth Management, Investment Services, Retirement Planning..., Wealth Preservation..., Risk Management
Education
University of Kansas 2007 — 2011
Richmond, The American International University in London 2010 — 2010
John McDonough John McDonough's AXA Advisors Experience September 2001 - November 2010
Job John McDonough is a Financial Advisor specializing in Wealth Preservation, Business Planning, & College Funding.
Industry Financial Services
Experience
College Funding Evolution, Inc. May 2015 - Present
Cool Springs Financial January 2014 - Present
The Studemont Group, LP June 2011 - Present
Studemont Group College Funding Solutions, LLC June 2011 - Present
First Financial Resources, LLC March 2011 - Present
Granite Harbor Advisors (Division of AXA Advisors, LLC) November 2010 - June 2011
AXA Advisors September 2001 - November 2010
Ameriprise Financial Services, Inc. February 2001 - September 2001
Merrill Lynch January 2000 - May 2001
Skills
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate Planning, College Funding..., Strategy, Leadership, Investments, Finance, Insurance, Management, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Sales, Public Speaking, Social Media Marketing, Social Media
Education
University of North Carolina at Charlotte 1997 — 2001
BSBA, Marketing
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Business, Marketing
Rice University
Certified Financial Planning Coursework
College Funding Evolution, Inc. May 2015 - Present
Cool Springs Financial January 2014 - Present
The Studemont Group, LP June 2011 - Present
Studemont Group College Funding Solutions, LLC June 2011 - Present
First Financial Resources, LLC March 2011 - Present
Granite Harbor Advisors (Division of AXA Advisors, LLC) November 2010 - June 2011
AXA Advisors September 2001 - November 2010
Ameriprise Financial Services, Inc. February 2001 - September 2001
Merrill Lynch January 2000 - May 2001
Skills
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate Planning, College Funding..., Strategy, Leadership, Investments, Finance, Insurance, Management, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Sales, Public Speaking, Social Media Marketing, Social Media
Education
University of North Carolina at Charlotte 1997 — 2001
BSBA, Marketing
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Business, Marketing
Rice University
Certified Financial Planning Coursework
Michelle Mackin's AXA Advisors Experience May 2012 - February 2013
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
SmartTrust® May 2013 - September 2014
AXA Advisors May 2012 - February 2013
Skills
Sales, Customer Service, Management, Series 7, Series 66, Series 63, Relationship Management, Microsoft Office, Communication, Microsoft Excel, Public Speaking, Cold Calling
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
West Chester University of Pennsylvania 2008 — 2009
Wells Fargo Advisors September 2014 - Present
SmartTrust® May 2013 - September 2014
AXA Advisors May 2012 - February 2013
Skills
Sales, Customer Service, Management, Series 7, Series 66, Series 63, Relationship Management, Microsoft Office, Communication, Microsoft Excel, Public Speaking, Cold Calling
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
West Chester University of Pennsylvania 2008 — 2009
Molly Lewis's AXA Advisors Experience June 2015 - Present
Job Branch Support & Recruiting Associate at AXA Advisors
Industry Human Resources
Experience
AXA Advisors June 2015 - Present
AXA Advisors January 2015 - May 2015
Port Jersey Logistics May 2014 - November 2014
Cedar Hill Club 2009 - 2014
Skills
Microsoft Word, Teamwork, Microsoft Office, PowerPoint, Customer Service, Social Media, Event Planning, Microsoft Excel, Time Management, Research, Public Speaking, Outlook, Data Entry, Access, English, Human Resources, Recruiting, Arts & Crafts
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Human Resources Management and Services, GPA 3.0
AXA Advisors June 2015 - Present
AXA Advisors January 2015 - May 2015
Port Jersey Logistics May 2014 - November 2014
Cedar Hill Club 2009 - 2014
Skills
Microsoft Word, Teamwork, Microsoft Office, PowerPoint, Customer Service, Social Media, Event Planning, Microsoft Excel, Time Management, Research, Public Speaking, Outlook, Data Entry, Access, English, Human Resources, Recruiting, Arts & Crafts
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Human Resources Management and Services, GPA 3.0
Justine Silva, CPA Justine Silva, CPA's AXA Advisors Experience February 2009 - August 2011
Job International Tax Manager at Deloitte
Industry Financial Services
Niki Phillips Niki Phillips's AXA Advisors Experience January 2014 - May 2014
Job Financial Analyst at L'Oréal
Industry Financial Services
Experience
L'Oréal July 2015 - Present
L'Oréal August 2014 - July 2015
Joe’s Pizzeria and Restaurant August 2009 - August 2014
AXA Advisors January 2014 - May 2014
Family Physicians of Hunterdon County September 2008 - April 2011
Skylands Medical Billing 2010 - 2011
Education
Rider University 2009 — 2013
Bachelor of Arts Business Administration, Bachelor of Science Economics
L'Oréal July 2015 - Present
L'Oréal August 2014 - July 2015
Joe’s Pizzeria and Restaurant August 2009 - August 2014
AXA Advisors January 2014 - May 2014
Family Physicians of Hunterdon County September 2008 - April 2011
Skylands Medical Billing 2010 - 2011
Education
Rider University 2009 — 2013
Bachelor of Arts Business Administration, Bachelor of Science Economics
Morgan Walk's AXA Advisors Experience May 2013 - September 2013
Job Ocean Export Associate at Expeditors
Industry Financial Services
Experience
Expeditors September 2014 - Present
Panalpina January 2014 - September 2014
AXA Advisors May 2013 - September 2013
First Community Bank May 2010 - April 2013
Skills
Microsoft Word, Customer Service, Compliance, Microsoft Excel, Microsoft Office, Data Analysis, Outlook, Appointment Scheduling, Creative Problem Solving, Clerical Skills, Phone Etiquette, Lead Generation, Social Networking, Risk Management, Financial Risk, Banking
Education
Radford University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Expeditors September 2014 - Present
Panalpina January 2014 - September 2014
AXA Advisors May 2013 - September 2013
First Community Bank May 2010 - April 2013
Skills
Microsoft Word, Customer Service, Compliance, Microsoft Excel, Microsoft Office, Data Analysis, Outlook, Appointment Scheduling, Creative Problem Solving, Clerical Skills, Phone Etiquette, Lead Generation, Social Networking, Risk Management, Financial Risk, Banking
Education
Radford University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Jabulani Lovelace Jabulani Lovelace's AXA Advisors Experience May 2010 - Present
Job at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
B.S., Business
AXA Advisors May 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
B.S., Business
Evan Brewer Evan Brewer's AXA Advisors Experience July 2006 - July 2009
Job Staff Attorney (Criminal Division) at Nevada Supreme Court
Industry Judiciary
Experience
Nevada Supreme Court September 2014 - Present
Nevada Supreme Court December 2013 - September 2014
United States Bankruptcy Court September 2013 - December 2013
United States Bankruptcy Court September 2012 - August 2013
Vanderbilt University January 2012 - May 2012
U.S. Department of State October 2011 - December 2011
Special Tribunal for Lebanon May 2011 - August 2011
ICO-EUSR The International Civilian Office - European Union Special Representative July 2010 - August 2010
AXA Advisors July 2006 - July 2009
Skills
Research, Legal Research, Legal Writing, Westlaw, Policy Analysis, Litigation, Courts, International Law, Civil Litigation, Criminal Law, Appeals
Education
Vanderbilt University Law School 2009 — 2012
Doctor of Law (J.D.)
Reed College 2002 — 2006
B.A., Religion
Nevada Supreme Court September 2014 - Present
Nevada Supreme Court December 2013 - September 2014
United States Bankruptcy Court September 2013 - December 2013
United States Bankruptcy Court September 2012 - August 2013
Vanderbilt University January 2012 - May 2012
U.S. Department of State October 2011 - December 2011
Special Tribunal for Lebanon May 2011 - August 2011
ICO-EUSR The International Civilian Office - European Union Special Representative July 2010 - August 2010
AXA Advisors July 2006 - July 2009
Skills
Research, Legal Research, Legal Writing, Westlaw, Policy Analysis, Litigation, Courts, International Law, Civil Litigation, Criminal Law, Appeals
Education
Vanderbilt University Law School 2009 — 2012
Doctor of Law (J.D.)
Reed College 2002 — 2006
B.A., Religion
Matt Buschy Matt Buschy's AXA Advisors Experience 2004 - 2007
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
Mandisa Norward Mandisa Norward's AXA Advisors Experience August 2008 - September 2012
Job Marketing & OnPremise Assistant
Industry Executive Office
Experience
Red Bull September 2012 - Present
AXA Advisors August 2008 - September 2012
New York Jets June 2007 - May 2011
Advantage Consulting Inc September 2007 - May 2008
vFinance January 2006 - July 2007
Skills
PowerPoint, Word, Outlook, Administrative Support, Excel, Special Events, Event Planning, Online Advertising, Social Media, Social Networking, Account Management, Client Services, Scheduling, Office Management, Support Services, Public Speaking, Publicity, Confidentiality, Teamwork, Teaching, Microsoft Word, Administrative..., Microsoft Excel, Event Management, Administrative...
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BFA, Dance
Red Bull September 2012 - Present
AXA Advisors August 2008 - September 2012
New York Jets June 2007 - May 2011
Advantage Consulting Inc September 2007 - May 2008
vFinance January 2006 - July 2007
Skills
PowerPoint, Word, Outlook, Administrative Support, Excel, Special Events, Event Planning, Online Advertising, Social Media, Social Networking, Account Management, Client Services, Scheduling, Office Management, Support Services, Public Speaking, Publicity, Confidentiality, Teamwork, Teaching, Microsoft Word, Administrative..., Microsoft Excel, Event Management, Administrative...
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BFA, Dance
Magan Mauro's AXA Advisors Experience November 2010 - October 2011
Job Tax Accountant at WSB
Industry Accounting
Experience
WithumSmith+Brown November 2014 - Present
EY October 2013 - October 2014
Rutgers University September 2009 - May 2013
Ernst & Young June 2012 - August 2012
AXA Advisors November 2010 - October 2011
Skills
Time Management, PowerPoint, Word, Excel, Microsoft Office, Facebook, Twitter, YouTube, Google Docs, Creative Problem Solving, Hard Worker, Creative Writing, People Skills, Team Leadership, Customer Service, Microsoft Word, Social Media, Data Entry, Recruiting, Leadership, Microsoft Excel, Communication, Accounting, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Accounting and Philosophy
WithumSmith+Brown November 2014 - Present
EY October 2013 - October 2014
Rutgers University September 2009 - May 2013
Ernst & Young June 2012 - August 2012
AXA Advisors November 2010 - October 2011
Skills
Time Management, PowerPoint, Word, Excel, Microsoft Office, Facebook, Twitter, YouTube, Google Docs, Creative Problem Solving, Hard Worker, Creative Writing, People Skills, Team Leadership, Customer Service, Microsoft Word, Social Media, Data Entry, Recruiting, Leadership, Microsoft Excel, Communication, Accounting, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Accounting and Philosophy
Curt May's AXA Advisors Experience February 2010 - October 2012
Job EVP / Branch Manager, AXA Wisconsin Branch
Industry Financial Services
Experience
AXA Advisors, LLC November 2014 - Present
AXA October 2012 - November 2014
AXA Advisors February 2010 - October 2012
AXA Advisors January 1996 - March 2010
AXA Advisors October 1989 - January 1996
Skills
Retirement Planning, Insurance, Investments, Fixed Annuities, Life Insurance, Strategy, Finance, Mergers, Strategic Planning, Wealth Management, Sales
Education
Roosevelt University 1985 — 1989
BS, Finance, Financial Planning
AXA Advisors, LLC November 2014 - Present
AXA October 2012 - November 2014
AXA Advisors February 2010 - October 2012
AXA Advisors January 1996 - March 2010
AXA Advisors October 1989 - January 1996
Skills
Retirement Planning, Insurance, Investments, Fixed Annuities, Life Insurance, Strategy, Finance, Mergers, Strategic Planning, Wealth Management, Sales
Education
Roosevelt University 1985 — 1989
BS, Finance, Financial Planning
Kirk Charles Kirk Charles's AXA Advisors Experience January 2002 - January 2004
Job Master Trainer at New York Sports Club
Industry Health, Wellness and Fitness
Experience
New York Sports Club July 2010 - Present
AXA Advisors January 2002 - January 2004
Skills
personal training,..., Microsoft Word, English, Research, Photoshop, Teaching, HTML, Public Speaking
Education
Rutgers University 1981 — 1986
Bachelor of Science, Computer Science
New York Sports Club July 2010 - Present
AXA Advisors January 2002 - January 2004
Skills
personal training,..., Microsoft Word, English, Research, Photoshop, Teaching, HTML, Public Speaking
Education
Rutgers University 1981 — 1986
Bachelor of Science, Computer Science
James Stewart, CLU James Stewart, CLU's AXA Advisors Experience January 1980 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1980 - Present
Skills
Retirement Planning, Financial Services, Strategic Planning, Insurance Planning or..., Variable and Fixed..., Bonds and 529 Planning..., Term Life Insurance..., LTC Insurance Planning, Mutual Fund Services, 403(b) Services, Investment Services, Estate Planning Services, Stock Management..., Insurance Services, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Finance, Long Term Care Insurance, Public Speaking, Variable Annuities, Management, Bonds
Education
Robert Morris University
BS, Marketing
The American College
CLU
AXA Advisors January 1980 - Present
Skills
Retirement Planning, Financial Services, Strategic Planning, Insurance Planning or..., Variable and Fixed..., Bonds and 529 Planning..., Term Life Insurance..., LTC Insurance Planning, Mutual Fund Services, 403(b) Services, Investment Services, Estate Planning Services, Stock Management..., Insurance Services, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Finance, Long Term Care Insurance, Public Speaking, Variable Annuities, Management, Bonds
Education
Robert Morris University
BS, Marketing
The American College
CLU
Joe Parise Joe Parise's AXA Advisors Experience June 2003 - July 2007
Job Human Resource Manager at Allergan
Industry Biotechnology
Experience
Allergan January 2014 - Present
Amgen June 2010 - December 2013
Vanderbilt University August 2008 - May 2010
Amgen May 2009 - August 2009
TD Ameritrade July 2007 - July 2008
AXA Advisors June 2003 - July 2007
Skills
Management Consulting, Strategy, Human Resources, Negotiation, Investments, Temporary Placement, Data Analysis, Process Improvement, Financial Analysis, Human Capital, Strategic Planning, Leadership, Deferred Compensation
Education
Vanderbilt University 2008 — 2010
Master of Business Administration (MBA), Human and Organizational Performance
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Human Capital
Rochester Institute of Technology 1998 — 2002
BS, Finance
Allergan January 2014 - Present
Amgen June 2010 - December 2013
Vanderbilt University August 2008 - May 2010
Amgen May 2009 - August 2009
TD Ameritrade July 2007 - July 2008
AXA Advisors June 2003 - July 2007
Skills
Management Consulting, Strategy, Human Resources, Negotiation, Investments, Temporary Placement, Data Analysis, Process Improvement, Financial Analysis, Human Capital, Strategic Planning, Leadership, Deferred Compensation
Education
Vanderbilt University 2008 — 2010
Master of Business Administration (MBA), Human and Organizational Performance
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Human Capital
Rochester Institute of Technology 1998 — 2002
BS, Finance
William Barrera Jr's AXA Advisors Experience January 2015 - Present
Job Student Center and Campus Life Graduate Assistant at Quinnipiac University
Industry Marketing and Advertising
Experience
Quinnipiac University August 2015 - Present
AXA Advisors January 2015 - Present
Quinnipiac University Undergraduate Admissions September 2012 - September 2014
Covidien May 2014 - August 2014
Recreation Department, Town of Dennis, MA June 2009 - August 2013
Skills
Time Management, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Research, English, Windows, Social Media Networking
Education
Quinnipiac University 2014 — 2016
Master's of Business Administration
Quinnipiac University - School of Business 2012 — 2015
Bachelor's degree, Biomedical Marketing
University of New England 2011 — 2011
Biomedical Sciences, General
Quinnipiac University August 2015 - Present
AXA Advisors January 2015 - Present
Quinnipiac University Undergraduate Admissions September 2012 - September 2014
Covidien May 2014 - August 2014
Recreation Department, Town of Dennis, MA June 2009 - August 2013
Skills
Time Management, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Research, English, Windows, Social Media Networking
Education
Quinnipiac University 2014 — 2016
Master's of Business Administration
Quinnipiac University - School of Business 2012 — 2015
Bachelor's degree, Biomedical Marketing
University of New England 2011 — 2011
Biomedical Sciences, General
Paul D'Elia, CFP® Paul D'Elia, CFP®'s AXA Advisors Experience May 2005 - August 2005
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - Present
UBS Wealth Management May 2006 - August 2006
AXA Advisors May 2005 - August 2005
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Insurance, Wealth Management, Series 7, Life & Health Insurance..., Series 66, Financial Planners, Strategic Financial..., High Net Worth..., Employee Benefits, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2012
MBA, Finance and Global Business
NYU School of Continuing & Professional Studies 2007 — 2009
Certificate in Financial Planning
Syracuse University 2003 — 2007
BS, Finance and Entrepreneurship
Chaminade High School 1999 — 2003
High School Diploma
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - Present
UBS Wealth Management May 2006 - August 2006
AXA Advisors May 2005 - August 2005
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Insurance, Wealth Management, Series 7, Life & Health Insurance..., Series 66, Financial Planners, Strategic Financial..., High Net Worth..., Employee Benefits, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2012
MBA, Finance and Global Business
NYU School of Continuing & Professional Studies 2007 — 2009
Certificate in Financial Planning
Syracuse University 2003 — 2007
BS, Finance and Entrepreneurship
Chaminade High School 1999 — 2003
High School Diploma
David Pratti David Pratti's AXA Advisors Experience August 2006 - Present
Job Associate Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2006 - Present
Skills
Insurance Services
Education
Robert Morris University 2004 — 2006
Bachelor of Business Management, Business
AXA Advisors August 2006 - Present
Skills
Insurance Services
Education
Robert Morris University 2004 — 2006
Bachelor of Business Management, Business
Lindsay Steinbach's AXA Advisors Experience January 2014 - July 2014
Job HR Coordinator
Industry Human Resources
Experience
Church & Dwight, Co., Inc. August 2014 - Present
AXA Advisors January 2014 - July 2014
Rutgers University August 2013 - May 2014
Elie Tahari May 2013 - August 2013
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Double major: Human Resources Management & Psychology
Church & Dwight, Co., Inc. August 2014 - Present
AXA Advisors January 2014 - July 2014
Rutgers University August 2013 - May 2014
Elie Tahari May 2013 - August 2013
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Double major: Human Resources Management & Psychology
Francis DelaCruz Francis DelaCruz's AXA Advisors Experience May 2011 - August 2011
Job Advisory Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte September 2013 - Present
The Burgiss Group September 2012 - December 2012
Pershing LLC - The Bank of New York Mellon June 2012 - August 2012
Rutgers University January 2010 - May 2012
AXA Advisors May 2011 - August 2011
Skills
Microsoft Excel, Team Leadership, Leadership, Microsoft Office, Research, Customer Service, Sales, Teamwork, Project Management, Proficiency in Spanish, DCF Valuation, Comparative Analysis, SWOT analysis, Accretion/dilution, InDesign, Risk Analysis, Financial Risk, PowerPoint, Conversational Italian, Conversational Tagalog, Adobe InDesign, Risk Management, Finance Transformation, Financial Analysis, Process Improvement
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
BS, Finance, Supply Chain and Marketing Science, Economics
John P. Stevens High School 2005 — 2009
Deloitte August 2015 - Present
Deloitte September 2013 - Present
The Burgiss Group September 2012 - December 2012
Pershing LLC - The Bank of New York Mellon June 2012 - August 2012
Rutgers University January 2010 - May 2012
AXA Advisors May 2011 - August 2011
Skills
Microsoft Excel, Team Leadership, Leadership, Microsoft Office, Research, Customer Service, Sales, Teamwork, Project Management, Proficiency in Spanish, DCF Valuation, Comparative Analysis, SWOT analysis, Accretion/dilution, InDesign, Risk Analysis, Financial Risk, PowerPoint, Conversational Italian, Conversational Tagalog, Adobe InDesign, Risk Management, Finance Transformation, Financial Analysis, Process Improvement
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
BS, Finance, Supply Chain and Marketing Science, Economics
John P. Stevens High School 2005 — 2009
Anthony DiMaiuta Anthony DiMaiuta's AXA Advisors Experience July 2013 - January 2014
Job Fixed Income Trader at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2014 - Present
AXA Advisors July 2013 - January 2014
Barclays May 2012 - August 2012
Skills
Microsoft Office, Conversational..., Financial Analysis, Microsoft Excel, Fixed Income, Program Management, Customer Service, Derivatives, Management, PowerPoint, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.73
AIG Advisor Group February 2014 - Present
AXA Advisors July 2013 - January 2014
Barclays May 2012 - August 2012
Skills
Microsoft Office, Conversational..., Financial Analysis, Microsoft Excel, Fixed Income, Program Management, Customer Service, Derivatives, Management, PowerPoint, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.73
Leo Esses, CFP®'s AXA Advisors Experience May 2002 - April 2005
Job Financial Services Representative, Financial Advisor at MetLife Premier Client Group of New York City
Industry Financial Services
Experience
MetLife Premier Client Group of New York City February 2012 - Present
UBS Financial Services, Inc. March 2006 - February 2012
AXA Advisors, LLC May 2005 - March 2006
AXA Advisors May 2002 - April 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science, Finance
MetLife Premier Client Group of New York City February 2012 - Present
UBS Financial Services, Inc. March 2006 - February 2012
AXA Advisors, LLC May 2005 - March 2006
AXA Advisors May 2002 - April 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science, Finance
Robert Semeniuk's AXA Advisors Experience July 2005 - January 2007
Job TSA Wholesaler at MetLife
Industry Financial Services
Experience
MetLife January 2010 - Present
AXA Equitable January 2007 - January 2009
AXA Equitable January 2007 - January 2009
AXA Advisors July 2005 - January 2007
The Mclane Group 2004 - 2005
The Mclane Group 2004 - 2005
Education
Rutgers University-New Brunswick
MetLife January 2010 - Present
AXA Equitable January 2007 - January 2009
AXA Equitable January 2007 - January 2009
AXA Advisors July 2005 - January 2007
The Mclane Group 2004 - 2005
The Mclane Group 2004 - 2005
Education
Rutgers University-New Brunswick
Brandon Kanowitz's AXA Advisors Experience April 2008 - October 2008
Job Optical Manager, Costco Wholesale
Industry Financial Services
Experience
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Kristy Hrncir's AXA Advisors Experience November 2007 - June 2008
Job CFP ® at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC March 2010 - Present
Wachovia Bank June 2008 - March 2010
AXA Advisors November 2007 - June 2008
Inspire Financial Group May 2003 - November 2007
Education
Rice University 2011 — 2012
CFP ®
Texas A&M University 1999 — 2003
Bachelor's Degree, Speech Communication
Louise High School 1996 — 1999
High School
VALIC March 2010 - Present
Wachovia Bank June 2008 - March 2010
AXA Advisors November 2007 - June 2008
Inspire Financial Group May 2003 - November 2007
Education
Rice University 2011 — 2012
CFP ®
Texas A&M University 1999 — 2003
Bachelor's Degree, Speech Communication
Louise High School 1996 — 1999
High School
Nathan Lipkin's AXA Advisors Experience September 2000 - November 2005
Job Sr. Programmer/Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - Present
UPS March 2013 - February 2015
AIG November 2007 - February 2013
UBS Wealth Management August 2006 - September 2007
AXA Advisors September 2000 - November 2005
UNITED RETAIL GROUP, INC November 1998 - September 2000
Skills
JCL, Fileaid, CICS, VSAM, COBOL, TSO, Endeavor, DB2, SDLC, Visio, SQL, Systems Analysis, Unix, Unix Shell Scripting, Testing, Xpediter, COBOLII, MVS, Disaster Recovery, Mainframe, IBM Mainframe, SAS, z/OS, Business Analysis
Education
Rigas Tehniska Universitate
Master, Chemical Engineering
Fidelity Investments March 2015 - Present
UPS March 2013 - February 2015
AIG November 2007 - February 2013
UBS Wealth Management August 2006 - September 2007
AXA Advisors September 2000 - November 2005
UNITED RETAIL GROUP, INC November 1998 - September 2000
Skills
JCL, Fileaid, CICS, VSAM, COBOL, TSO, Endeavor, DB2, SDLC, Visio, SQL, Systems Analysis, Unix, Unix Shell Scripting, Testing, Xpediter, COBOLII, MVS, Disaster Recovery, Mainframe, IBM Mainframe, SAS, z/OS, Business Analysis
Education
Rigas Tehniska Universitate
Master, Chemical Engineering
Alap Desai's AXA Advisors Experience November 2005 - August 2006
Job CoFounder at Bashty, Inc
Industry Financial Services
Experience
Bashty, Inc January 2015 - Present
Elite Events Management, LLC July 2010 - Present
Wine Chateau January 2013 - September 2014
Edison Properties (HNB Associates) August 2006 - January 2013
Axa Advisors November 2005 - August 2006
Skills
Finance, Financial Reporting, Investments, Management, Cash Flow, Tax, Cash Management, Microsoft Excel, Real Estate, Payroll, Accounts Receivable, Financial Statements, Asset Allocation, Cash Flow Forecasting, Real Estate Development, Estate Planning, Financial Modeling, Financial Analysis, Journal Entries, Integrated Marketing
Education
Rutgers University-New Brunswick 2001 — 2006
Bashty, Inc January 2015 - Present
Elite Events Management, LLC July 2010 - Present
Wine Chateau January 2013 - September 2014
Edison Properties (HNB Associates) August 2006 - January 2013
Axa Advisors November 2005 - August 2006
Skills
Finance, Financial Reporting, Investments, Management, Cash Flow, Tax, Cash Management, Microsoft Excel, Real Estate, Payroll, Accounts Receivable, Financial Statements, Asset Allocation, Cash Flow Forecasting, Real Estate Development, Estate Planning, Financial Modeling, Financial Analysis, Journal Entries, Integrated Marketing
Education
Rutgers University-New Brunswick 2001 — 2006
Rosa Sauter's AXA Advisors Experience 2015 - 2015
Job Marketing Technical Product Specialist at Eastman Kodak
Industry Motion Pictures and Film
Experience
Eastman Kodak 1998 - Present
AXA Advisors 2015 - 2015
AXA Advisors 2015 - 2015
Eastman Kodak Company 1992 - 2015
Eastman Kodak Company 1992 - 2015
Eastman Kodak 1996 - 1998
Eastman Kodak 1992 - 1996
Skills
Image Processing, Imaging Science, Commercialization, Digital Imaging, Color Management, Digital Printing, R&D, Product Management, Film, Product Launch, Inkjet, Digital Image Processing, Cross-functional Team..., Design of Experiments, Sensors, Digital Cameras, Analytical Chemistry, Product Marketing, Image Analysis, Product Development, Process Improvement
Education
Roberts Wesleyan College 2012 — 2014
Bachelor of Science (B.S.), Organizational Management
Rochester Institute of Technology
Chemistry
University of Rochester
Chemistry, Mathematics, Physics
Eastman Kodak 1998 - Present
AXA Advisors 2015 - 2015
AXA Advisors 2015 - 2015
Eastman Kodak Company 1992 - 2015
Eastman Kodak Company 1992 - 2015
Eastman Kodak 1996 - 1998
Eastman Kodak 1992 - 1996
Skills
Image Processing, Imaging Science, Commercialization, Digital Imaging, Color Management, Digital Printing, R&D, Product Management, Film, Product Launch, Inkjet, Digital Image Processing, Cross-functional Team..., Design of Experiments, Sensors, Digital Cameras, Analytical Chemistry, Product Marketing, Image Analysis, Product Development, Process Improvement
Education
Roberts Wesleyan College 2012 — 2014
Bachelor of Science (B.S.), Organizational Management
Rochester Institute of Technology
Chemistry
University of Rochester
Chemistry, Mathematics, Physics
Meghan Mahardy's AXA Advisors Experience August 2006 - Present
Job New Business Specialist at AXA Advisors
Industry Financial Services
Kim Swanson's AXA Advisors Experience January 2013 - August 2014
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management August 2014 - Present
Axa Advisors January 2013 - August 2014
Xilinx, Inc. September 2003 - September 2012
Skills
Investments, Asset Management, Finance, Insurance, Retirement, Estate Planning
Education
San Francisco State University
MBA
Rutgers University
Bachelor of Arts (BA), Political Science
Deutsche Asset & Wealth Management August 2014 - Present
Axa Advisors January 2013 - August 2014
Xilinx, Inc. September 2003 - September 2012
Skills
Investments, Asset Management, Finance, Insurance, Retirement, Estate Planning
Education
San Francisco State University
MBA
Rutgers University
Bachelor of Arts (BA), Political Science
Tim Doderer's AXA Advisors Experience April 2004 - Present
Job Financial Consultant at AXA Equitable
Industry Financial Services
Experience
Axa Advisors April 2004 - Present
Education
Rutgers University-New Brunswick 1991 — 1995
Bachelors, Economics
Axa Advisors April 2004 - Present
Education
Rutgers University-New Brunswick 1991 — 1995
Bachelors, Economics
Marianne Greenwald's AXA Advisors Experience May 2009 - October 2010
Job Financial and Legal Services
Industry Law Practice
Experience
State of NJ March 2010 - Present
Middlesex County October 2008 - Present
AXA Advisors May 2009 - October 2010
Attorney General of New Jersey, Division of Law, Newark, New Jersey September 1987 - August 2008
Skills
Westlaw, Strategic Planning, Qualified Retirement..., Trusts, Government, Arbitration, Wealth Management, Financial Advisory, Series 7, Dispute Resolution, Civil Litigation, Administrative Law, Alternative Dispute..., Trials, Hearings, Courts, Appeals, Wills, Public Policy, Criminal Law, Personal Injury, Litigation Support, Legal Research, Litigation, Legal Writing, Mediation
Education
Rutgers University School of Law - Newark 1981 — 1985
Juris Doctor
Syracuse University 1964 — 1968
BA, Political Science
Cleveland Heights High
State of NJ March 2010 - Present
Middlesex County October 2008 - Present
AXA Advisors May 2009 - October 2010
Attorney General of New Jersey, Division of Law, Newark, New Jersey September 1987 - August 2008
Skills
Westlaw, Strategic Planning, Qualified Retirement..., Trusts, Government, Arbitration, Wealth Management, Financial Advisory, Series 7, Dispute Resolution, Civil Litigation, Administrative Law, Alternative Dispute..., Trials, Hearings, Courts, Appeals, Wills, Public Policy, Criminal Law, Personal Injury, Litigation Support, Legal Research, Litigation, Legal Writing, Mediation
Education
Rutgers University School of Law - Newark 1981 — 1985
Juris Doctor
Syracuse University 1964 — 1968
BA, Political Science
Cleveland Heights High
Deron Kennedy, CFA's AXA Advisors Experience June 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
The Princeton Review 2009 - 2013
Goldman Sachs 2000 - 2008
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2000
Accenture 1997 - 1999
Sydney Institue of Language & Commerce at Shanghai University August 1996 - February 1997
Prudential Insurance 1994 - 1996
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
BS, BA, Finance, English
Columbia High School, Maplewood NJ 1985 — 1989
AXA Advisors June 2013 - Present
The Princeton Review 2009 - 2013
Goldman Sachs 2000 - 2008
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2000
Accenture 1997 - 1999
Sydney Institue of Language & Commerce at Shanghai University August 1996 - February 1997
Prudential Insurance 1994 - 1996
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
BS, BA, Finance, English
Columbia High School, Maplewood NJ 1985 — 1989
Bryn Heath's AXA Advisors Experience August 2014 - Present
Job Wharton Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
AXA Advisors August 2012 - Present
Velocity Sports Performance July 2007 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Science (BS), Sports Studies
Newark Academy
Union College
AXA Advisors August 2014 - Present
AXA Advisors August 2012 - Present
Velocity Sports Performance July 2007 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Science (BS), Sports Studies
Newark Academy
Union College
Jim Pisacka's AXA Advisors Experience June 2009 - Present
Job Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
National Securities January 2008 - November 2008
Education
Rutgers University-New Brunswick 2002 — 2007
AXA Advisors June 2009 - Present
National Securities January 2008 - November 2008
Education
Rutgers University-New Brunswick 2002 — 2007
Matthew Birnie's AXA Advisors Experience June 2007 - January 2009
Job Financial Analyst External Reporting at ITW
Industry Accounting
Experience
ITW July 2015 - Present
J.S. Richter Ltd. November 2014 - August 2015
Jeffers & Birnie CPA January 2013 - November 2014
Manning & Napier Advisors June 2010 - February 2012
Scimitar Equity, LLC June 2009 - August 2009
AXA Advisors June 2007 - January 2009
Rochester Americans September 2004 - April 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Finance, Accounting, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Finance, General
SUNY Brockport 2012 — 2013
Master's degree, Forensic Accounting
ITW July 2015 - Present
J.S. Richter Ltd. November 2014 - August 2015
Jeffers & Birnie CPA January 2013 - November 2014
Manning & Napier Advisors June 2010 - February 2012
Scimitar Equity, LLC June 2009 - August 2009
AXA Advisors June 2007 - January 2009
Rochester Americans September 2004 - April 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Finance, Accounting, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Finance, General
SUNY Brockport 2012 — 2013
Master's degree, Forensic Accounting
Lil Jolliff's AXA Advisors Experience 2008 - October 2010
Job Caregiver at Jolliff Residence
Industry Hospitality
Experience
Jolliff Residence March 2010 - Present
AXA Advisors 2008 - October 2010
SunTrust Bank 1978 - 1986
Skills
Microsoft Excel, Customer Service, Public Speaking, Social Media, Nonprofits, Microsoft Word, Microsoft Office
Education
Rollins College 1974 — 1978
BA, Accounting/Finance
Jolliff Residence March 2010 - Present
AXA Advisors 2008 - October 2010
SunTrust Bank 1978 - 1986
Skills
Microsoft Excel, Customer Service, Public Speaking, Social Media, Nonprofits, Microsoft Word, Microsoft Office
Education
Rollins College 1974 — 1978
BA, Accounting/Finance
Jeff Bobish's AXA Advisors Experience June 2009 - August 2009
Job searching for jobs dealing with financial service
Industry Financial Services
Experience
AXA Advisors June 2009 - August 2009
Education
Roanoke College 2006 — 2010
Bachelors, Business Administration
AXA Advisors June 2009 - August 2009
Education
Roanoke College 2006 — 2010
Bachelors, Business Administration
John Long, Jr.'s AXA Advisors Experience August 2003 - July 2010
Job Vice President, Professional Economic Growth Group
Industry Financial Services
Experience
Professional Economic Growth Group July 2010 - Present
AXA Advisors August 2003 - July 2010
Education
Rider University 1991 — 1995
Bachelors, Accounting/Marketing
Professional Economic Growth Group July 2010 - Present
AXA Advisors August 2003 - July 2010
Education
Rider University 1991 — 1995
Bachelors, Accounting/Marketing
Michael Ormond's AXA Advisors Experience June 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
SSG - Barco October 2005 - March 2010
B.D. Malcolm September 2004 - October 2005
CE Environmental Services February 2001 - September 2004
GreenCare Landscaping April 1994 - February 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Microsoft Office, Budgets, Access, Customer Service, Construction, Contractors, Team Leadership, Risk Management, Leadership, Outlook, Accounting, Construction Management, Supervisory Skills, Project Management, Analysis, Recruiting, Financial Modeling, Human Resources, Research, Management, Time Management, QuickBooks, Team Building, Process Improvement, Negotiation, Strategic Planning, Training, Software Documentation, Retail, Logistics, Project Planning, Financial Reporting, Program Management, Inventory Management, Event Planning, Social Media, Forecasting, English, Sales, Public Speaking, Market Research, SAP, Operations Management
Education
Rutgers Business School 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Sussex County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.72
AXA Advisors June 2013 - Present
SSG - Barco October 2005 - March 2010
B.D. Malcolm September 2004 - October 2005
CE Environmental Services February 2001 - September 2004
GreenCare Landscaping April 1994 - February 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Microsoft Office, Budgets, Access, Customer Service, Construction, Contractors, Team Leadership, Risk Management, Leadership, Outlook, Accounting, Construction Management, Supervisory Skills, Project Management, Analysis, Recruiting, Financial Modeling, Human Resources, Research, Management, Time Management, QuickBooks, Team Building, Process Improvement, Negotiation, Strategic Planning, Training, Software Documentation, Retail, Logistics, Project Planning, Financial Reporting, Program Management, Inventory Management, Event Planning, Social Media, Forecasting, English, Sales, Public Speaking, Market Research, SAP, Operations Management
Education
Rutgers Business School 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Sussex County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.72
Stephen Roppenecker's AXA Advisors Experience February 2015 - Present
Job Financial Professional
Industry Capital Markets
Experience
AXA Advisors February 2015 - Present
Oppenheimer & Co. Inc. May 2008 - January 2009
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelors of Science in Finance, Finance
Rutgers University-New Brunswick 2004 — 2008
Bachelor of Science (BS), Finance, General
AXA Advisors February 2015 - Present
Oppenheimer & Co. Inc. May 2008 - January 2009
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelors of Science in Finance, Finance
Rutgers University-New Brunswick 2004 — 2008
Bachelor of Science (BS), Finance, General
Jack Callahan's AXA Advisors Experience January 2010 - August 2010
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Human Resources
Experience
Chubb August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Chubb August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Scott Stoppiello's AXA Advisors Experience January 2012 - April 2012
Job Business Analyst at MDSL
Industry Financial Services
Experience
MDSL August 2012 - Present
Bloomberg LP April 2012 - August 2012
AXA Advisors January 2012 - April 2012
Skills
Expense Management, Finance, Microsoft Excel, Crystal Reports, Pivot Tables, Macros, SQL, Vlookup, Bloomberg Terminal, Data Analysis, Manage Client..., Budget Process, Eviews, Writing, Economic Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
BA, Economics
MDSL August 2012 - Present
Bloomberg LP April 2012 - August 2012
AXA Advisors January 2012 - April 2012
Skills
Expense Management, Finance, Microsoft Excel, Crystal Reports, Pivot Tables, Macros, SQL, Vlookup, Bloomberg Terminal, Data Analysis, Manage Client..., Budget Process, Eviews, Writing, Economic Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
BA, Economics
Bob Zaborowski, CFP®'s AXA Advisors Experience June 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
Somerset County January 2000 - Present
Engelhard Corporation November 1986 - April 2003
Skills
Risk Management, Financial Planning, Investments, Commodities, Estate Planning, Executive Benefits, Education Planning, Financial Planners, Strategic Financial..., Executive Pay, Employee Benefits
Education
Rutgers University
BS, Mechanical Engineering
AXA Advisors June 2005 - Present
Somerset County January 2000 - Present
Engelhard Corporation November 1986 - April 2003
Skills
Risk Management, Financial Planning, Investments, Commodities, Estate Planning, Executive Benefits, Education Planning, Financial Planners, Strategic Financial..., Executive Pay, Employee Benefits
Education
Rutgers University
BS, Mechanical Engineering
Greg Principato's AXA Advisors Experience May 2011 - August 2011
Job Senior Investment Operations Associate at Prudential Financial
Industry Accounting
Experience
Prudential Financial August 2014 - Present
Prudential Financial July 2013 - August 2014
Munich Reinsurance America, Inc. May 2012 - May 2013
AXA Advisors May 2011 - August 2011
Tri-Coastal Design May 2010 - August 2010
Education
Rutgers Business School 2015 — 2019
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelors, Accounting
Prudential Financial August 2014 - Present
Prudential Financial July 2013 - August 2014
Munich Reinsurance America, Inc. May 2012 - May 2013
AXA Advisors May 2011 - August 2011
Tri-Coastal Design May 2010 - August 2010
Education
Rutgers Business School 2015 — 2019
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelors, Accounting
Aaron Slate's AXA Advisors Experience January 2012 - April 2012
Job
Industry Human Resources
Experience
PNC November 2012 - February 2013
AXA Advisors January 2012 - April 2012
Charlotte Regional Census Center May 2010 - July 2010
Education
Roanoke College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
PNC November 2012 - February 2013
AXA Advisors January 2012 - April 2012
Charlotte Regional Census Center May 2010 - July 2010
Education
Roanoke College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Timothy Bottrell's AXA Advisors Experience June 2012 - August 2012
Job Hedge Fund/ SMA Analyst at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP April 2015 - Present
AXA Advisors June 2012 - August 2012
JMP Securities January 2012 - May 2012
River Edge Management January 2010 - January 2012
Newport Wealth Management June 2011 - September 2011
Skills
Strategy, Management, Portfolio Management, Forecasting, Marketing Strategy, Finance, Sales, Program Management, Training, Research, Trading, Time Management, Biotechnology, Valuation, Investment Banking, Equity Research, Financial Modeling, Pricing, Bloomberg, Capital Markets
Education
Rutgers University 2012 — 2015
Bachelor of Economics, Economics
University of San Diego 2010 — 2012
Associate's degree, Finance, General
point pleasant beach high school
Bloomberg LP April 2015 - Present
AXA Advisors June 2012 - August 2012
JMP Securities January 2012 - May 2012
River Edge Management January 2010 - January 2012
Newport Wealth Management June 2011 - September 2011
Skills
Strategy, Management, Portfolio Management, Forecasting, Marketing Strategy, Finance, Sales, Program Management, Training, Research, Trading, Time Management, Biotechnology, Valuation, Investment Banking, Equity Research, Financial Modeling, Pricing, Bloomberg, Capital Markets
Education
Rutgers University 2012 — 2015
Bachelor of Economics, Economics
University of San Diego 2010 — 2012
Associate's degree, Finance, General
point pleasant beach high school
Salvatore Amoroso's AXA Advisors Experience 2011 - 2012
Job Financial Services Professional
Industry Insurance
Experience
TD Bank February 2015 - Present
AXA Advisors 2011 - 2012
Education
Rowan University
Bachelor's degree, Finance, General, 3.7
TD Bank February 2015 - Present
AXA Advisors 2011 - 2012
Education
Rowan University
Bachelor's degree, Finance, General, 3.7
Cara Brokaw's AXA Advisors Experience April 2014 - January 2015
Job Director of Real Estate and Wealth Management at Encore Enterprises
Industry Financial Services
Experience
Encore Enterprises January 2015 - Present
AXA Advisors April 2014 - January 2015
Wells Fargo Advisors March 2013 - June 2014
UWI SIPs September 2012 - May 2013
John Brokaw & Son, Inc. January 2010 - September 2012
Skills
Finance, Risk Management, ETFs, Portfolio Management, Investments, Mutual Funds, Wealth Management, Analytics, Economics, Derivatives, Relative Value Trading, Stock Exchange, Market Risk, Options Strategies, Financial Risk, Equities, Public Speaking, Microsoft Word, Customer Service, Social Media, Research, Financial Analysis, Real Estate Financing, Commercial Real Estate, Private Equity
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Actuarial Science & Financial Economics, Summa Cum Laude
University of the West Indies Cave Hill
Bachelor of Applied Science (B.A.Sc.), Business & Managerial Economics, Summa Cum Laude
Encore Enterprises January 2015 - Present
AXA Advisors April 2014 - January 2015
Wells Fargo Advisors March 2013 - June 2014
UWI SIPs September 2012 - May 2013
John Brokaw & Son, Inc. January 2010 - September 2012
Skills
Finance, Risk Management, ETFs, Portfolio Management, Investments, Mutual Funds, Wealth Management, Analytics, Economics, Derivatives, Relative Value Trading, Stock Exchange, Market Risk, Options Strategies, Financial Risk, Equities, Public Speaking, Microsoft Word, Customer Service, Social Media, Research, Financial Analysis, Real Estate Financing, Commercial Real Estate, Private Equity
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Actuarial Science & Financial Economics, Summa Cum Laude
University of the West Indies Cave Hill
Bachelor of Applied Science (B.A.Sc.), Business & Managerial Economics, Summa Cum Laude
Evelyn Suripto's AXA Advisors Experience April 2012 - June 2012
Job Associate Actuarial Analyst at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California February 2014 - August 2015
Mandiri AXA General Insurance July 2013 - July 2013
AXA Advisors April 2012 - June 2012
UCLA International Education Office August 2010 - September 2010
Skills
Microsoft Excel, Microsoft Access, Microsot PowerPoint, SAS Programming
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Science (BS), Mathematics (Actuarial Science), Economics, 3.799/4.0
Raffles Junior College 2008 — 2009
GCE A-level, Mathematics, Economics, Chemistry, Biology
BBS
Blue Shield of California February 2014 - August 2015
Mandiri AXA General Insurance July 2013 - July 2013
AXA Advisors April 2012 - June 2012
UCLA International Education Office August 2010 - September 2010
Skills
Microsoft Excel, Microsoft Access, Microsot PowerPoint, SAS Programming
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Science (BS), Mathematics (Actuarial Science), Economics, 3.799/4.0
Raffles Junior College 2008 — 2009
GCE A-level, Mathematics, Economics, Chemistry, Biology
BBS
Robert Hennings's AXA Advisors Experience March 2002 - March 2004
Job Consultant, Guest Experience and Brand Consistency
Industry Leisure, Travel & Tourism
Experience
InterContinental Hotels Group (IHG) April 2008 - Present
Holiday Inn June 2007 - April 2008
GF Management March 2004 - May 2007
AXA Advisors March 2002 - March 2004
Lodgian December 1999 - June 2001
Holiday Inn January 1997 - December 1999
Skills
Hospitality, Hospitality Management, Budgets, Leadership, Performance Motivation, Time Management, Customer Service, Coaching, Event Management, Event Planning, Marketing, Microsoft Excel, Public Relations, PowerPoint, Microsoft Word, Social Networking, Hotels, Teamwork, Hospitality Industry, Resorts, Training, Operations Management, Customer Satisfaction, Management, Food & Beverage, Forecasting, Front Office, Team Leadership, Yield Management, P&L, Hotel Management, Revenue Analysis, Restaurants, Property Management..., Team Building, Rooms Division, Hiring
Education
Rocky Mountain College 1986 — 1990
Bachelor's degree, Business Administration and Management, General
InterContinental Hotels Group (IHG) April 2008 - Present
Holiday Inn June 2007 - April 2008
GF Management March 2004 - May 2007
AXA Advisors March 2002 - March 2004
Lodgian December 1999 - June 2001
Holiday Inn January 1997 - December 1999
Skills
Hospitality, Hospitality Management, Budgets, Leadership, Performance Motivation, Time Management, Customer Service, Coaching, Event Management, Event Planning, Marketing, Microsoft Excel, Public Relations, PowerPoint, Microsoft Word, Social Networking, Hotels, Teamwork, Hospitality Industry, Resorts, Training, Operations Management, Customer Satisfaction, Management, Food & Beverage, Forecasting, Front Office, Team Leadership, Yield Management, P&L, Hotel Management, Revenue Analysis, Restaurants, Property Management..., Team Building, Rooms Division, Hiring
Education
Rocky Mountain College 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Horacio Ray Valdes's AXA Advisors Experience May 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Skills
Investments, Microsoft Excel, Management, Financial Analysis, Risk Management, Insurance, PowerPoint, Microsoft Word, Portfolio Management, Financial Services, Financial Planning
Education
Rutgers University-New Brunswick 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Criminal Justice
Hackensack High School
AXA Advisors May 2015 - Present
Skills
Investments, Microsoft Excel, Management, Financial Analysis, Risk Management, Insurance, PowerPoint, Microsoft Word, Portfolio Management, Financial Services, Financial Planning
Education
Rutgers University-New Brunswick 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Criminal Justice
Hackensack High School
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO