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
Cole Schiffler Cole Schiffler's AXA Advisors Experience June 2014 - November 2014
Job Internal Retirement Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life November 2014 - Present
AXA Advisors June 2014 - November 2014
Ernst & Young July 2012 - August 2013
Northwest Industrial Services June 2007 - January 2012
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Business
St. John's University 2008 — 2012
BA, Economics
University of Notre Dame Australia 2010 — 2010
Economics
Albany High School 2004 — 2008
Allianz Life November 2014 - Present
AXA Advisors June 2014 - November 2014
Ernst & Young July 2012 - August 2013
Northwest Industrial Services June 2007 - January 2012
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Business
St. John's University 2008 — 2012
BA, Economics
University of Notre Dame Australia 2010 — 2010
Economics
Albany High School 2004 — 2008
John Jack Rotticci's AXA Advisors Experience 2013 - 2013
Job Graduate Student Diplomacy and International Relations
Industry International Affairs
Experience
East Bay Blues/ Diablo Gaels Rugby Football Club November 2014 - August 2015
moonlight bay hostel March 2014 - October 2014
Senator Mark DeSaulnier January 2014 - March 2014
AXA Advisors 2013 - 2013
King's College Student Club Inc. November 2010 - November 2011
Rosewood Hotels & Resorts November 2010 - February 2011
Loard's Ice Cream and Candies 2005 - 2006
Skills
Team Leadership, Organization &..., Cultural Awareness, Microsoft Office, Hospitality Industry, Customer Engagement, Negotiation, Building Relationships, Conflict Resolution, Event Management, Communication, Travel, HotSOS, Motivational Skills, Licensed Life & Health..., Financial Management..., International Relations, Sales, Hospitality, Social Media, Teamwork, Social Networking, Customer Service, Management, Time Management, Leadership, Marketing Communications, Spanish, Social Media Marketing, Finance, Restaurants, Policy, Hotels, Event Planning
Education
Seton Hall University 2015 — 2017
Master’s Degree, Diplomacy and International Relations
The University of Queensland 2009 — 2012
Bachelor of Business Management, International Business
Santa Monica College 2007 — 2008
Intersegmental General Education Transfer Curriculum
Miramonte High School 2004 — 2007
High School Diploma
East Bay Blues/ Diablo Gaels Rugby Football Club November 2014 - August 2015
moonlight bay hostel March 2014 - October 2014
Senator Mark DeSaulnier January 2014 - March 2014
AXA Advisors 2013 - 2013
King's College Student Club Inc. November 2010 - November 2011
Rosewood Hotels & Resorts November 2010 - February 2011
Loard's Ice Cream and Candies 2005 - 2006
Skills
Team Leadership, Organization &..., Cultural Awareness, Microsoft Office, Hospitality Industry, Customer Engagement, Negotiation, Building Relationships, Conflict Resolution, Event Management, Communication, Travel, HotSOS, Motivational Skills, Licensed Life & Health..., Financial Management..., International Relations, Sales, Hospitality, Social Media, Teamwork, Social Networking, Customer Service, Management, Time Management, Leadership, Marketing Communications, Spanish, Social Media Marketing, Finance, Restaurants, Policy, Hotels, Event Planning
Education
Seton Hall University 2015 — 2017
Master’s Degree, Diplomacy and International Relations
The University of Queensland 2009 — 2012
Bachelor of Business Management, International Business
Santa Monica College 2007 — 2008
Intersegmental General Education Transfer Curriculum
Miramonte High School 2004 — 2007
High School Diploma
Arian Howard Arian Howard's AXA Advisors Experience November 2011 - January 2013
Job Derivatives Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
CapTrust Advisors, LLC January 2013 - November 2013
USF Student Managed Investment Fund August 2012 - May 2013
AXA Advisors November 2011 - January 2013
eBay June 2008 - January 2011
Web Solutions of America December 2009 - December 2010
Skills
XHTML, JavaScript, Photoshop, Financial Analysis, Online Advertising, SEO, Equity Valuation, Graphic Design, Microsoft Excel, Marketing, Sales, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Access, Finance, Management, Leadership, Time Management, PowerPoint
Education
University of South Florida 2011 — 2013
Finance, 3.67
Seminole State College of Florida 2009 — 2011
Associate of Arts, Business Administration, 3.65
Morgan Stanley November 2013 - Present
CapTrust Advisors, LLC January 2013 - November 2013
USF Student Managed Investment Fund August 2012 - May 2013
AXA Advisors November 2011 - January 2013
eBay June 2008 - January 2011
Web Solutions of America December 2009 - December 2010
Skills
XHTML, JavaScript, Photoshop, Financial Analysis, Online Advertising, SEO, Equity Valuation, Graphic Design, Microsoft Excel, Marketing, Sales, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Access, Finance, Management, Leadership, Time Management, PowerPoint
Education
University of South Florida 2011 — 2013
Finance, 3.67
Seminole State College of Florida 2009 — 2011
Associate of Arts, Business Administration, 3.65
Laura Terranova Laura Terranova's AXA Advisors Experience May 2011 - September 2011
Job Internet Marketing Specialist at IKEA Group
Industry Marketing and Advertising
Experience
IKEA Group April 2015 - Present
IKEA Group November 2013 - April 2015
Gingy's Boutique June 2012 - October 2013
Nich Boutique January 2013 - May 2013
Optimal Sport Health Clubs June 2011 - September 2011
AXA Advisors May 2011 - September 2011
Skills
Marketing, Customer Service, Social Media Marketing, Retail Buying, Email Marketing, Retail Sales, Marketing Communications, Digital Marketing, Direct Marketing, Advertising, Market Research, Microsoft Excel, Fashion Shows, Management, Retail
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Food Marketing
IKEA Group April 2015 - Present
IKEA Group November 2013 - April 2015
Gingy's Boutique June 2012 - October 2013
Nich Boutique January 2013 - May 2013
Optimal Sport Health Clubs June 2011 - September 2011
AXA Advisors May 2011 - September 2011
Skills
Marketing, Customer Service, Social Media Marketing, Retail Buying, Email Marketing, Retail Sales, Marketing Communications, Digital Marketing, Direct Marketing, Advertising, Market Research, Microsoft Excel, Fashion Shows, Management, Retail
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Food Marketing
Rumi Tran's AXA Advisors Experience March 2013 - August 2013
Job Student at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
AXA Advisors March 2013 - August 2013
Allezboo Bar Beach Resort June 2012 - August 2012
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Equities
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Management
San Diego State University-California State University 2011 — 2012
Transferred Out, International Business and Communication
Stanford University 2010 — 2010
AXA Advisors March 2013 - August 2013
Allezboo Bar Beach Resort June 2012 - August 2012
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Equities
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Management
San Diego State University-California State University 2011 — 2012
Transferred Out, International Business and Communication
Stanford University 2010 — 2010
Brad Heyde Brad Heyde's AXA Advisors Experience January 2006 - April 2010
Job Driving and Building revenue for Life Insurance Agents and Financial Advisors
Industry Financial Services
Experience
Midland National Life Insurance Company May 2010 - Present
AXA Advisors January 2006 - April 2010
New York Life Insurance Company January 2001 - December 2005
New York Life Insurance Company January 1994 - December 2000
Education
San Diego State University-California State University 1989 — 1992
Midland National Life Insurance Company May 2010 - Present
AXA Advisors January 2006 - April 2010
New York Life Insurance Company January 2001 - December 2005
New York Life Insurance Company January 1994 - December 2000
Education
San Diego State University-California State University 1989 — 1992
Adam Gooley Adam Gooley's AXA Advisors Experience October 2014 - April 2015
Job New Business Suitability Analyst
Industry Financial Services
Experience
Securian Financial Group April 2015 - Present
AXA Advisors October 2014 - April 2015
Lake Restoration, Inc. May 2012 - August 2013
Len Busch Roses May 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Critical Thinking, Time Management, Data Analysis, Microsoft Excel, Social Media, Higher Education, Editing, Community Outreach, Statistics, Customer Service
Education
Saint John's University 2010 — 2014
Bachelor of Arts (BA), Economics and Hispanic Studies
Wayzata High School 2006 — 2010
Securian Financial Group April 2015 - Present
AXA Advisors October 2014 - April 2015
Lake Restoration, Inc. May 2012 - August 2013
Len Busch Roses May 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Critical Thinking, Time Management, Data Analysis, Microsoft Excel, Social Media, Higher Education, Editing, Community Outreach, Statistics, Customer Service
Education
Saint John's University 2010 — 2014
Bachelor of Arts (BA), Economics and Hispanic Studies
Wayzata High School 2006 — 2010
Tyler Cunningham's AXA Advisors Experience March 2013 - June 2013
Job Fleet Safety & Incident Prevention
Industry Transportation/Trucking/Railroad
Experience
Convoy Technologies April 2014 - Present
Channels & Barth LLP June 2013 - September 2013
Burnham Gibson Financial Group March 2013 - June 2013
AXA Advisors March 2013 - June 2013
Skills
Financial Analysis, Retirement Planning, Series 7, Strategic Financial..., Financial Modeling, Insurance, Investments, Small Business, Fixed Annuities, Financial Planners, 401k, Wealth, New Business Development, Operations Management, Strategic Planning, Sales Management, Contract Negotiation, Management, Team Building, Customer Service, Business Development, Financial Planning, Leadership, Microsoft Office, Negotiation
Education
Saddleback College
Associate of Science (AS), Business Administration and Management, General
Saddleback EMT Program
Emergency Medical Technician Certificate, EMT
Convoy Technologies April 2014 - Present
Channels & Barth LLP June 2013 - September 2013
Burnham Gibson Financial Group March 2013 - June 2013
AXA Advisors March 2013 - June 2013
Skills
Financial Analysis, Retirement Planning, Series 7, Strategic Financial..., Financial Modeling, Insurance, Investments, Small Business, Fixed Annuities, Financial Planners, 401k, Wealth, New Business Development, Operations Management, Strategic Planning, Sales Management, Contract Negotiation, Management, Team Building, Customer Service, Business Development, Financial Planning, Leadership, Microsoft Office, Negotiation
Education
Saddleback College
Associate of Science (AS), Business Administration and Management, General
Saddleback EMT Program
Emergency Medical Technician Certificate, EMT
Frank Jaime III Frank Jaime III's AXA Advisors Experience April 2012 - September 2012
Job Staff Accountant at Signature Analytics
Industry Accounting
Experience
Signature Analytics May 2014 - Present
San Diego State University October 2012 - May 2014
AXA Advisors April 2012 - September 2012
Skills
Financial Accounting, Internal Controls, Accounting, Account Reconciliation, Customer Service, Microsoft Word, PowerPoint
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration - Accounting Emphasis
Signature Analytics May 2014 - Present
San Diego State University October 2012 - May 2014
AXA Advisors April 2012 - September 2012
Skills
Financial Accounting, Internal Controls, Accounting, Account Reconciliation, Customer Service, Microsoft Word, PowerPoint
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration - Accounting Emphasis
Matthew Sheehan Matthew Sheehan's AXA Advisors Experience January 2013 - December 2013
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2014 - Present
AXA Advisors January 2013 - December 2013
TKS & Associates September 2012 - January 2013
Apple 2011 - 2012
SDSU BookStore 2010 - 2010
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase November 2014 - Present
AXA Advisors January 2013 - December 2013
TKS & Associates September 2012 - January 2013
Apple 2011 - 2012
SDSU BookStore 2010 - 2010
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Phil Nuccetelli Phil Nuccetelli's AXA Advisors Experience June 2009 - Present
Job 25 years of knowledge in estate planning
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Succession Planning, Series 63, Wealth Management, 401k, Uniform Combined State..., Investments, Fixed Annuities, Financial Advisory, IRAs, Estate Planning, Investment Strategies, Securities, Wealth Accumulation, Insurance
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BS, Economics
AXA Advisors June 2009 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Succession Planning, Series 63, Wealth Management, 401k, Uniform Combined State..., Investments, Fixed Annuities, Financial Advisory, IRAs, Estate Planning, Investment Strategies, Securities, Wealth Accumulation, Insurance
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BS, Economics
Sherman Ephraim's AXA Advisors Experience January 2005 - January 2008
Job Wealth Advisor at AST Personal Wealth Solutions, LLC
Industry Investment Management
Experience
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
James J Syrewicz II James J Syrewicz II's AXA Advisors Experience February 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2012 - Present
Lexicon Pharmaceuticals January 2009 - June 2012
Lexicon Pharmaceuticals January 2006 - January 2009
Lab Vision Corporation October 2005 - January 2006
Vision BioSystems, Inc October 2003 - October 2005
Zymed Laboratories, Inc October 2000 - September 2003
University of Texas MD Anderson Cancer Center May 1999 - September 2000
Jasco Histological Services May 1994 - September 2000
University of Texas M D Anderson Cancer Center January 1992 - April 1999
Skills
Retirement Planning, Tax-deferred investment..., Tax-efficient investing..., IRA distribution..., Wealth Management, Wealth preservation..., Long-term care planning..., Employee Benefits, Risk Management, Client education, Insurance planning or...
Education
University of Texas M D Anderson Cancer Center 1992 — 1993
H.T, Histology; Biology
Saint Edward's University 1988 — 1991
Biology
Sam Houston State University 1987 — 1988
Biology
AXA Advisors February 2012 - Present
Lexicon Pharmaceuticals January 2009 - June 2012
Lexicon Pharmaceuticals January 2006 - January 2009
Lab Vision Corporation October 2005 - January 2006
Vision BioSystems, Inc October 2003 - October 2005
Zymed Laboratories, Inc October 2000 - September 2003
University of Texas MD Anderson Cancer Center May 1999 - September 2000
Jasco Histological Services May 1994 - September 2000
University of Texas M D Anderson Cancer Center January 1992 - April 1999
Skills
Retirement Planning, Tax-deferred investment..., Tax-efficient investing..., IRA distribution..., Wealth Management, Wealth preservation..., Long-term care planning..., Employee Benefits, Risk Management, Client education, Insurance planning or...
Education
University of Texas M D Anderson Cancer Center 1992 — 1993
H.T, Histology; Biology
Saint Edward's University 1988 — 1991
Biology
Sam Houston State University 1987 — 1988
Biology
LUIS J FRAUSTO JR LUIS J FRAUSTO JR's AXA Advisors Experience May 2013 - August 2014
Job International Tax Associate at Acelity
Industry Accounting
Experience
AXA Advisors May 2013 - August 2014
The Home Depot January 2008 - November 2012
Frausto's Trucking January 2001 - December 2007
HEB June 1999 - October 2007
Frausto's Foodmart January 1996 - December 2000
Education
The University of Texas at San Antonio 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.11
San Antonio College 2009 — 2012
AXA Advisors May 2013 - August 2014
The Home Depot January 2008 - November 2012
Frausto's Trucking January 2001 - December 2007
HEB June 1999 - October 2007
Frausto's Foodmart January 1996 - December 2000
Education
The University of Texas at San Antonio 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.11
San Antonio College 2009 — 2012
Jerry McShane, MBA, MS Jerry McShane, MBA, MS's AXA Advisors Experience May 2007 - June 2012
Job Maintenance Electrician at Big Heart Pet Brands
Industry Automotive
Experience
Big Heart Pet Brands February 2015 - Present
Erie Community College January 2014 - Present
AXA Advisors May 2007 - June 2012
Ford Motor Company July 2006 - December 2006
Ford Motor Company June 2004 - December 2006
Ford Motor Company February 1998 - December 2006
Ford Motor Company January 1996 - December 2006
Ford Motor Company December 1995 - December 2006
Ford Motor Company June 1990 - June 2004
Ford Motor Company January 1997 - February 1998
Skills
Infrared Thermographer, ISO 2001 Internal..., ISO 14001 Internal..., Ford Production System..., Six Sigma Green Belt..., Industrial Electrician, Quality Operating..., Manufacturing Supervisor, Ford Total Productive..., Retirement Planning..., Financial Consultant, Kaizen, TPM, ISO 14001, Lean Manufacturing, Six Sigma, ISO, Continuous Improvement, Manufacturing, Automotive, Root Cause Analysis, 5S, SPC, Operations Management, Value Stream Mapping, Manufacturing..., Manufacturing..., JIT, Machine Tools, Supplier Quality, Process Engineering, Process Improvement, Quality Assurance, Quality System, PPAP, Toyota Production System, Stamping, Green Belt, Quality Control, FMEA, Training, DMAIC, Quality Management, Product Development, Industrial Engineering, Kanban, Iso 9000, Cross-functional Team..., Parts, Vehicles
Education
St. Bonaventure University 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.82
State University of New York College at Buffalo 1995 — 1999
Master of Science (MS), Industrial Technology, 3.76
State University of New York College at Buffalo 1982 — 1984
Bachelor’s Degree, Business Studies
Hamburg High School
Big Heart Pet Brands February 2015 - Present
Erie Community College January 2014 - Present
AXA Advisors May 2007 - June 2012
Ford Motor Company July 2006 - December 2006
Ford Motor Company June 2004 - December 2006
Ford Motor Company February 1998 - December 2006
Ford Motor Company January 1996 - December 2006
Ford Motor Company December 1995 - December 2006
Ford Motor Company June 1990 - June 2004
Ford Motor Company January 1997 - February 1998
Skills
Infrared Thermographer, ISO 2001 Internal..., ISO 14001 Internal..., Ford Production System..., Six Sigma Green Belt..., Industrial Electrician, Quality Operating..., Manufacturing Supervisor, Ford Total Productive..., Retirement Planning..., Financial Consultant, Kaizen, TPM, ISO 14001, Lean Manufacturing, Six Sigma, ISO, Continuous Improvement, Manufacturing, Automotive, Root Cause Analysis, 5S, SPC, Operations Management, Value Stream Mapping, Manufacturing..., Manufacturing..., JIT, Machine Tools, Supplier Quality, Process Engineering, Process Improvement, Quality Assurance, Quality System, PPAP, Toyota Production System, Stamping, Green Belt, Quality Control, FMEA, Training, DMAIC, Quality Management, Product Development, Industrial Engineering, Kanban, Iso 9000, Cross-functional Team..., Parts, Vehicles
Education
St. Bonaventure University 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.82
State University of New York College at Buffalo 1995 — 1999
Master of Science (MS), Industrial Technology, 3.76
State University of New York College at Buffalo 1982 — 1984
Bachelor’s Degree, Business Studies
Hamburg High School
Harmony Negrin's AXA Advisors Experience July 2015 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
John Steccato with AXA Financial January 2015 - July 2015
Chase August 2013 - January 2015
Nordstrom June 2013 - August 2013
Yogurt Shack May 2011 - June 2013
SMCDC January 2010 - May 2013
Harmony's Harp 2008 - 2013
Saint Mary's College of California July 2010 - December 2012
Jacque's Dance Expressions 2008 - 2010
Education
Saint Mary's College of California 2009 — 2013
Bachelor of Arts (B.A.), Dance Pedagogy
Marysville Charter Academy for the Arts 2002 — 2009
High school, Visual and Performing Arts
AXA Advisors July 2015 - Present
John Steccato with AXA Financial January 2015 - July 2015
Chase August 2013 - January 2015
Nordstrom June 2013 - August 2013
Yogurt Shack May 2011 - June 2013
SMCDC January 2010 - May 2013
Harmony's Harp 2008 - 2013
Saint Mary's College of California July 2010 - December 2012
Jacque's Dance Expressions 2008 - 2010
Education
Saint Mary's College of California 2009 — 2013
Bachelor of Arts (B.A.), Dance Pedagogy
Marysville Charter Academy for the Arts 2002 — 2009
High school, Visual and Performing Arts
Jason Kuo's AXA Advisors Experience September 2010 - December 2010
Job Business Intelligence & Operations Strategist
Industry Consumer Goods
Experience
Lifefactory February 2015 - Present
Lifefactory April 2013 - February 2015
Punchfunder January 2012 - September 2012
GE Aviation February 2011 - February 2012
AXA Advisors September 2010 - December 2010
Aflac June 2010 - September 2010
Skills
Financial Modeling, Financial Reporting, Budgets, Corporate Finance, Financial Analysis, Project Management, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Analytics, Entrepreneurship, Data Analysis, Management, Analysis, Strategy, Risk Management
Education
University of California, Los Angeles 2008 — 2010
BA, Economics, Urban Planning, Regional Studies
Shanghai Jiao Tong University 2009 — 2009
Business Chinese
Lifefactory February 2015 - Present
Lifefactory April 2013 - February 2015
Punchfunder January 2012 - September 2012
GE Aviation February 2011 - February 2012
AXA Advisors September 2010 - December 2010
Aflac June 2010 - September 2010
Skills
Financial Modeling, Financial Reporting, Budgets, Corporate Finance, Financial Analysis, Project Management, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Analytics, Entrepreneurship, Data Analysis, Management, Analysis, Strategy, Risk Management
Education
University of California, Los Angeles 2008 — 2010
BA, Economics, Urban Planning, Regional Studies
Shanghai Jiao Tong University 2009 — 2009
Business Chinese
Alex Carlson Alex Carlson's AXA Advisors Experience July 2012 - July 2013
Job Software Licensing Analyst Microsoft Certified Professional
Industry Information Technology and Services
Experience
Softmart August 2013 - Present
AXA Advisors July 2012 - July 2013
St. Joseph's University January 2012 - May 2012
Centreville National Bank June 2011 - March 2012
Brooks Financial Group, Inc. May 2010 - September 2010
Founders Financial, Inc. May 2010 - September 2010
Skills
Critical Thinking, Situational Leadership, Microsoft Office, Bloomberg Terminal, Pivot Tables, Mutual Funds, Retirement Planning, Microsoft Certified..., Microsoft Licensing, Microsoft Technologies, Volume Licensing, Software Licensing, Regression, Solver, Investments, Portfolio Management, Finance, Analysis, Financial Analysis
Education
St. Joseph's University 2008 — 2012
Bachelors, Finance
The University of Queensland 2011 — 2011
Finance
St. Mary's High School 2004 — 2008
Softmart August 2013 - Present
AXA Advisors July 2012 - July 2013
St. Joseph's University January 2012 - May 2012
Centreville National Bank June 2011 - March 2012
Brooks Financial Group, Inc. May 2010 - September 2010
Founders Financial, Inc. May 2010 - September 2010
Skills
Critical Thinking, Situational Leadership, Microsoft Office, Bloomberg Terminal, Pivot Tables, Mutual Funds, Retirement Planning, Microsoft Certified..., Microsoft Licensing, Microsoft Technologies, Volume Licensing, Software Licensing, Regression, Solver, Investments, Portfolio Management, Finance, Analysis, Financial Analysis
Education
St. Joseph's University 2008 — 2012
Bachelors, Finance
The University of Queensland 2011 — 2011
Finance
St. Mary's High School 2004 — 2008
John Shine John Shine's AXA Advisors Experience February 2011 - February 2012
Job Sales & Business Development Executive A skilled leader adept at building successful relationships, teams & processes.
Industry Executive Office
Experience
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
Caitlin Chapski's AXA Advisors Experience February 2014 - October 2014
Job Legal Assistant/ HR Intern
Industry Legal Services
Experience
Kluger Healey, LLC May 2015 - Present
Ocean Place Resort & Spa May 2015 - August 2015
The Odyssey Online September 2014 - January 2015
American Entrepreneurship Today September 2014 - January 2015
AXA Advisors February 2014 - October 2014
William Morris Endeavor January 2014 - May 2014
Skills
Customer Service, Public Speaking, Editing, Nonprofits, Leadership, Public Relations, Team Leadership, Event Planning, Fundraising, Facebook, Interviews, Human Resources, Spanish, Recruiting, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's Degree, Communication, General, Sophomore
Shore Regional High School 2008 — 2012
High School, International Baccalaureate
Kluger Healey, LLC May 2015 - Present
Ocean Place Resort & Spa May 2015 - August 2015
The Odyssey Online September 2014 - January 2015
American Entrepreneurship Today September 2014 - January 2015
AXA Advisors February 2014 - October 2014
William Morris Endeavor January 2014 - May 2014
Skills
Customer Service, Public Speaking, Editing, Nonprofits, Leadership, Public Relations, Team Leadership, Event Planning, Fundraising, Facebook, Interviews, Human Resources, Spanish, Recruiting, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's Degree, Communication, General, Sophomore
Shore Regional High School 2008 — 2012
High School, International Baccalaureate
Alex Czerwienski's AXA Advisors Experience 2015 - Present
Job Advisor is Training with AXA Advisors
Industry
Experience
AXA Advisors 2015 - Present
Mandalay on the Hudson May 2013 - July 2015
Harry's Wine Cellar February 2012 - June 2015
Our Lady of Mount Carmel Church January 2007 - September 2011
City Of Bayonne Horace Mann Day Camp July 2011 - August 2011
US Census Bureau April 2010 - August 2010
Skills
Public Speaking, Community Outreach, Volunteer Management, Fundraising, Nonprofits, Policy Analysis, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Public Relations, Community Development, Social Media, Event Management, Program Development, Government, Team Leadership
Education
Seton Hall University 2009 — 2013
BA, Psychology
AXA Advisors 2015 - Present
Mandalay on the Hudson May 2013 - July 2015
Harry's Wine Cellar February 2012 - June 2015
Our Lady of Mount Carmel Church January 2007 - September 2011
City Of Bayonne Horace Mann Day Camp July 2011 - August 2011
US Census Bureau April 2010 - August 2010
Skills
Public Speaking, Community Outreach, Volunteer Management, Fundraising, Nonprofits, Policy Analysis, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Public Relations, Community Development, Social Media, Event Management, Program Development, Government, Team Leadership
Education
Seton Hall University 2009 — 2013
BA, Psychology
Brian McCormick Brian McCormick's AXA Advisors Experience November 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2013 - Present
Northwestern Mutual May 2013 - November 2013
WMGK Greater Media Philadelphia January 2013 - May 2013
Cardiology Consultants of Philadelphia June 2012 - September 2012
Skills
Life Insurance..., Investment Strategies, Retirement Planning, Wealth Accumulation, Leadership, Financial Services, Sales, Finance, Series 7, Marketing, Health Insurance, Public Speaking, Social Media, Social Networking, Research, Building Relationships, Marketing Strategy, Statistics, Business Intelligence, People-oriented, Highly Dedicated, Regression Analysis, Disability Insurance..., Fixed Annuity Strategies, Accident and Health...
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (B.S.), Marketing with a minor in Business Intelligence
Moorestown High School
AXA Advisors November 2013 - Present
Northwestern Mutual May 2013 - November 2013
WMGK Greater Media Philadelphia January 2013 - May 2013
Cardiology Consultants of Philadelphia June 2012 - September 2012
Skills
Life Insurance..., Investment Strategies, Retirement Planning, Wealth Accumulation, Leadership, Financial Services, Sales, Finance, Series 7, Marketing, Health Insurance, Public Speaking, Social Media, Social Networking, Research, Building Relationships, Marketing Strategy, Statistics, Business Intelligence, People-oriented, Highly Dedicated, Regression Analysis, Disability Insurance..., Fixed Annuity Strategies, Accident and Health...
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (B.S.), Marketing with a minor in Business Intelligence
Moorestown High School
Vincent Iannitelli Vincent Iannitelli's AXA Advisors Experience July 2015 - Present
Job Financial Advisor
Industry Higher Education
Experience
AXA Advisors July 2015 - Present
Two Cousins Properties LLC March 2014 - Present
Merrill Lynch April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Enterprise Rent-A-Car June 2013 - November 2013
Flushing Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Media, Facebook, Teamwork, Time Management, Wealth Outlook Plans, Communication, Customer Service, Social Networking, Access, Management, Sales, Finance
Education
Sacred Heart University 2011 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Commack High School 2007 — 2011
AXA Advisors July 2015 - Present
Two Cousins Properties LLC March 2014 - Present
Merrill Lynch April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Enterprise Rent-A-Car June 2013 - November 2013
Flushing Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Media, Facebook, Teamwork, Time Management, Wealth Outlook Plans, Communication, Customer Service, Social Networking, Access, Management, Sales, Finance
Education
Sacred Heart University 2011 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Commack High School 2007 — 2011
Yijing(Ava) Long Yijing(Ava) Long's AXA Advisors Experience February 2014 - June 2014
Job Model Validation analyst at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Jewel Capital Inc. July 2014 - September 2014
AXA Advisors February 2014 - June 2014
RE/MAX January 2014 - January 2014
Entrinsico September 2013 - December 2013
CITIC Securities May 2013 - August 2013
Citi July 2011 - September 2011
HSBC February 2011 - June 2011
China Industrial Bank(兴业银行股份有限公司） January 2011 - February 2011
ING November 2010 - November 2010
Skills
Data Analysis, Bloomberg Terminal, VBA, R, Financial Analysis, Microsoft Excel, Fixed Income, Piano Playing, C++, Microsoft Word, SAS, Corporate Finance, Monte Carlo Simulation, PowerPoint, Matlab, SQL, Credit Risk, Market Risk, Financial Modeling, Derivatives, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Quantitative Finance, Quant Finance
University of Electronic Science and Technology 2008 — 2012
Bachelor's degree, Math and Applied Maths, minor in Economics, 3.5/4.0 minor:4.0/4.0
Citi November 2014 - Present
Jewel Capital Inc. July 2014 - September 2014
AXA Advisors February 2014 - June 2014
RE/MAX January 2014 - January 2014
Entrinsico September 2013 - December 2013
CITIC Securities May 2013 - August 2013
Citi July 2011 - September 2011
HSBC February 2011 - June 2011
China Industrial Bank(兴业银行股份有限公司） January 2011 - February 2011
ING November 2010 - November 2010
Skills
Data Analysis, Bloomberg Terminal, VBA, R, Financial Analysis, Microsoft Excel, Fixed Income, Piano Playing, C++, Microsoft Word, SAS, Corporate Finance, Monte Carlo Simulation, PowerPoint, Matlab, SQL, Credit Risk, Market Risk, Financial Modeling, Derivatives, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Quantitative Finance, Quant Finance
University of Electronic Science and Technology 2008 — 2012
Bachelor's degree, Math and Applied Maths, minor in Economics, 3.5/4.0 minor:4.0/4.0
Robert McNeill, ChFC, CLU Robert McNeill, ChFC, CLU's AXA Advisors Experience October 1983 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1983 - Present
Skills
Investments, Finance, Insurance, Microsoft Excel, Public Relations, Customer Service, Management, Financial Advisory, Employee Benefits, Leadership
Education
Seton Hall University 1977 — 1981
Bachelor's degree, Business Administration and Management, General
West Essex High School 1973 — 1977
AXA Advisors October 1983 - Present
Skills
Investments, Finance, Insurance, Microsoft Excel, Public Relations, Customer Service, Management, Financial Advisory, Employee Benefits, Leadership
Education
Seton Hall University 1977 — 1981
Bachelor's degree, Business Administration and Management, General
West Essex High School 1973 — 1977
Jim Bishof's AXA Advisors Experience May 2011 - Present
Job District Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2011 - Present
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance..., Long Term Care..., Disability Insurance...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Retirment Planning Specialist
Christian Brothers Academy
Seton Hall University
AXA Advisors May 2011 - Present
Skills
Retirement Planning, Estate Planning, Asset Management, Life Insurance..., Long Term Care..., Disability Insurance...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Retirment Planning Specialist
Christian Brothers Academy
Seton Hall University
Rachel Zdenek Rachel Zdenek's AXA Advisors Experience March 2012 - March 2013
Job Financial Professional Associate at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America March 2013 - Present
AXA Advisors March 2012 - March 2013
Impinj July 2011 - May 2012
Sylvan Learning January 2011 - September 2011
Seattle YMCA Camping Services December 2010 - March 2011
Academic Perks January 2010 - December 2010
Richmond Beach Coffee Company January 2008 - January 2010
Skills
Customer Service, Data Entry, Outlook, Sales Support, Able To Multi-task, Team Management, Business Ethics, Corporate Communications, Sales Operations, CRM, Marketing
Education
Seattle Pacific University 2008 — 2012
Business Administration, International Business
The Prudential Insurance Company of America March 2013 - Present
AXA Advisors March 2012 - March 2013
Impinj July 2011 - May 2012
Sylvan Learning January 2011 - September 2011
Seattle YMCA Camping Services December 2010 - March 2011
Academic Perks January 2010 - December 2010
Richmond Beach Coffee Company January 2008 - January 2010
Skills
Customer Service, Data Entry, Outlook, Sales Support, Able To Multi-task, Team Management, Business Ethics, Corporate Communications, Sales Operations, CRM, Marketing
Education
Seattle Pacific University 2008 — 2012
Business Administration, International Business
Elsie Ewing Elsie Ewing's AXA Advisors Experience 1981 - 1993
Job Associate General Agent at, The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
Rory Skopek Rory Skopek's AXA Advisors Experience February 2008 - March 2009
Job Registered Nurse ER at University Medical Center of Southern Nevada
Industry Health, Wellness and Fitness
Experience
University Medical Center of Southern Nevada August 2012 - Present
Roseman University of Health Sciences February 2011 - Present
AXA Advisors February 2008 - March 2009
Pulte Homes 2004 - 2007
Skills
Nursing, Emergency Room, Medical/Surgical, EMT
Education
Roseman University of Health Sciences 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 4.0
San Diego State University-California State University 1998 — 2004
Bachelor of Arts (BA), International Business
University Medical Center of Southern Nevada August 2012 - Present
Roseman University of Health Sciences February 2011 - Present
AXA Advisors February 2008 - March 2009
Pulte Homes 2004 - 2007
Skills
Nursing, Emergency Room, Medical/Surgical, EMT
Education
Roseman University of Health Sciences 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 4.0
San Diego State University-California State University 1998 — 2004
Bachelor of Arts (BA), International Business
Gregory J. Lyons, AFSB Gregory J. Lyons, AFSB's AXA Advisors Experience June 2011 - December 2011
Job Surety
Industry Financial Services
Experience
The Guarantee Company of North America - La Garantie July 2015 - Present
CNA Surety February 2015 - June 2015
CNA Surety December 2011 - February 2015
AXA Advisors June 2011 - December 2011
Whole Earth Provision Co. March 2007 - July 2011
Texas Futon Co July 2005 - April 2007
Skills
Sales, Leadership, Training, Surety, Customer Service, Finance, Microsoft Excel, Risk Management, Budgets, Management, Financial Analysis, Access, Marketing, Analysis, Team Building, Forecasting, PowerPoint, Strategic Planning, Microsoft Office, Accounting, Outlook
Education
Texas State University-San Marcos 2008 — 2011
Finance
San Diego State University-California State University 2000 — 2002
International Business
The Guarantee Company of North America - La Garantie July 2015 - Present
CNA Surety February 2015 - June 2015
CNA Surety December 2011 - February 2015
AXA Advisors June 2011 - December 2011
Whole Earth Provision Co. March 2007 - July 2011
Texas Futon Co July 2005 - April 2007
Skills
Sales, Leadership, Training, Surety, Customer Service, Finance, Microsoft Excel, Risk Management, Budgets, Management, Financial Analysis, Access, Marketing, Analysis, Team Building, Forecasting, PowerPoint, Strategic Planning, Microsoft Office, Accounting, Outlook
Education
Texas State University-San Marcos 2008 — 2011
Finance
San Diego State University-California State University 2000 — 2002
International Business
Colin McKenna Colin McKenna's AXA Advisors Experience May 2014 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
AXA Advisors 1997 - 2014
Bleakley Dwyer & Schwartz (Northwestern Mutual & Robert W. Baird) 1988 - 1996
AXA Equitable 1987 - 1988
Skills
Strategic Financial..., Retirement Planning, Asset Management, Insurance, Fixed Annuities, Management, Business Planning, Variable Annuities, Life Insurance, Asset Managment, Mutual Funds, College Education..., ACT CRM, Brokerage, Asset Allocation, Investments, Manage Client..., Team Building, Strategic Collaboration
Education
The Wharton School, University of Pennsylvania 2007 — 2007
Certification in Retirement Planning, Retirement Planning
Seton Hall University 1982 — 1987
Bachelor of Science (BS) in Business Administration, Business Administration
Seton Hall Prep 1982 — 1986
AXA Advisors May 2014 - Present
AXA Advisors 1997 - 2014
Bleakley Dwyer & Schwartz (Northwestern Mutual & Robert W. Baird) 1988 - 1996
AXA Equitable 1987 - 1988
Skills
Strategic Financial..., Retirement Planning, Asset Management, Insurance, Fixed Annuities, Management, Business Planning, Variable Annuities, Life Insurance, Asset Managment, Mutual Funds, College Education..., ACT CRM, Brokerage, Asset Allocation, Investments, Manage Client..., Team Building, Strategic Collaboration
Education
The Wharton School, University of Pennsylvania 2007 — 2007
Certification in Retirement Planning, Retirement Planning
Seton Hall University 1982 — 1987
Bachelor of Science (BS) in Business Administration, Business Administration
Seton Hall Prep 1982 — 1986
Samuel McClure's AXA Advisors Experience July 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Skills
Risk Management, Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Retirement
Education
Saint Johns River State College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Organizational Management
AXA Advisors July 2014 - Present
Skills
Risk Management, Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Retirement
Education
Saint Johns River State College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Conor Drummond's AXA Advisors Experience July 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Salisbury University January 2015 - May 2015
Salisbury University February 2013 - May 2015
Salisbury University May 2013 - March 2015
GMR Marketing August 2014 - August 2014
Mercedes-Benz of Danbury June 2013 - August 2014
New Jersey Nets March 2010 - March 2010
Skills
Photoshop, Microsoft Office, WiX, SAP ERP, Market Planning, Adobe Photoshop, AutoCAD, Minitab, HTML 5, Advertising, Team Leadership, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Teamwork, Leadership, Customer Service, Microsoft Word, Social Media
Education
Salisbury University - Perdue School of Business 2011 — 2015
Finance Major, Marketing Major, Finance Investments, Junior
AXA Advisors July 2015 - Present
Salisbury University January 2015 - May 2015
Salisbury University February 2013 - May 2015
Salisbury University May 2013 - March 2015
GMR Marketing August 2014 - August 2014
Mercedes-Benz of Danbury June 2013 - August 2014
New Jersey Nets March 2010 - March 2010
Skills
Photoshop, Microsoft Office, WiX, SAP ERP, Market Planning, Adobe Photoshop, AutoCAD, Minitab, HTML 5, Advertising, Team Leadership, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Teamwork, Leadership, Customer Service, Microsoft Word, Social Media
Education
Salisbury University - Perdue School of Business 2011 — 2015
Finance Major, Marketing Major, Finance Investments, Junior
Marc DiDomenico Marc DiDomenico's AXA Advisors Experience April 1991 - Present
Job CFP®, ChFC, Retirement Planning Specialist CA Insurance Lic.# 0A95833
Industry Financial Services
Experience
AXA Advisors April 1991 - Present
Education
San Diego State University-California State University 1985 — 1989
BA Journalism, Public Relations, Advertising, and Applied Communication
AXA Advisors April 1991 - Present
Education
San Diego State University-California State University 1985 — 1989
BA Journalism, Public Relations, Advertising, and Applied Communication
Bartjan Vargas Bartjan Vargas's AXA Advisors Experience January 2000 - September 2002
Job Owner, state farm
Industry Insurance
Experience
state farm September 2002 - Present
State Farm Insurance 2002 - 2007
AXA Advisors January 2000 - September 2002
Skills
Health Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Life Insurance, Homeowners, Whole Life, Insurance, Bonds, Long-term Care, Fixed Annuities, Retirement Planning, Claims Management, Marine Insurance, Commercial Insurance, Renters, Umbrella Insurance, Universal Life, Long Term Care Insurance, Casualty, Legal Liability, Small Business, Property
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
state farm September 2002 - Present
State Farm Insurance 2002 - 2007
AXA Advisors January 2000 - September 2002
Skills
Health Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Life Insurance, Homeowners, Whole Life, Insurance, Bonds, Long-term Care, Fixed Annuities, Retirement Planning, Claims Management, Marine Insurance, Commercial Insurance, Renters, Umbrella Insurance, Universal Life, Long Term Care Insurance, Casualty, Legal Liability, Small Business, Property
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Peter Merola Peter Merola's AXA Advisors Experience May 2008 - January 2009
Job Correspondent Lending Division at Sierra Pacific Mortgage
Industry Financial Services
Experience
Sierra Pacific Mortgage Company, Inc. May 2009 - Present
LifeConfident365 March 2009 - Present
HFPN (Health & Fitness Provider Network) December 2010 - December 2014
National Academy of Sports Medicine (NASM) December 2010 - December 2014
AXA Advisors May 2008 - January 2009
B.F. Saul Mortgage Company March 2007 - January 2008
New Century Mortgage May 2004 - March 2007
Wells Fargo Financial December 2002 - May 2004
Skills
Personal Training, Lifestyle Coaching, Retirement Planning, Fitness, Risk Management, Sales, Public Speaking, Coaching, Leadership, Customer Service, Marketing, Training, Insurance, Strategic Planning, Social Media, Account Management, Sales Management, Event Planning, Team Building, New Business Development
Education
San Diego State University-California State University 1998 — 2002
Bachelor's, Finance
Sierra Pacific Mortgage Company, Inc. May 2009 - Present
LifeConfident365 March 2009 - Present
HFPN (Health & Fitness Provider Network) December 2010 - December 2014
National Academy of Sports Medicine (NASM) December 2010 - December 2014
AXA Advisors May 2008 - January 2009
B.F. Saul Mortgage Company March 2007 - January 2008
New Century Mortgage May 2004 - March 2007
Wells Fargo Financial December 2002 - May 2004
Skills
Personal Training, Lifestyle Coaching, Retirement Planning, Fitness, Risk Management, Sales, Public Speaking, Coaching, Leadership, Customer Service, Marketing, Training, Insurance, Strategic Planning, Social Media, Account Management, Sales Management, Event Planning, Team Building, New Business Development
Education
San Diego State University-California State University 1998 — 2002
Bachelor's, Finance
Edward Reilly's AXA Advisors Experience April 2012 - September 2012
Job BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
UMass Memorial Medical Center January 2014 - March 2014
UMass Memorial Medical Center August 2013 - January 2014
US Mailroom June 2012 - June 2013
AXA Advisors April 2012 - September 2012
Polar Beverages June 2011 - August 2011
Skills
IDX, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science in Business Administration, Finance
BNY Mellon December 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
UMass Memorial Medical Center January 2014 - March 2014
UMass Memorial Medical Center August 2013 - January 2014
US Mailroom June 2012 - June 2013
AXA Advisors April 2012 - September 2012
Polar Beverages June 2011 - August 2011
Skills
IDX, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science in Business Administration, Finance
Christopher Dragone, MBA, AAI Christopher Dragone, MBA, AAI's AXA Advisors Experience April 2001 - March 2009
Job Commercial Property & Casualty Insurance Producer
Industry Insurance
Experience
Hanson & Ryan Inc. March 2010 - Present
Ignite 2012 - 2012
AXA Advisors April 2001 - March 2009
Skills
Accredited Advisor in..., Insurance, Risk Management, Investments, Business Planning, Financial Planning, Real Estate, Retirement Planning, Business Strategy, Wealth Management, Commercial Insurance, Finance, Health Insurance, Liability, Professional Liability, Strategic Financial...
Education
Seton Hall University 1992 — 1996
MBA, Finance
passaic valley high school
Hanson & Ryan Inc. March 2010 - Present
Ignite 2012 - 2012
AXA Advisors April 2001 - March 2009
Skills
Accredited Advisor in..., Insurance, Risk Management, Investments, Business Planning, Financial Planning, Real Estate, Retirement Planning, Business Strategy, Wealth Management, Commercial Insurance, Finance, Health Insurance, Liability, Professional Liability, Strategic Financial...
Education
Seton Hall University 1992 — 1996
MBA, Finance
passaic valley high school
Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS's AXA Advisors Experience July 2004 - September 2008
Job Owner of Stafford Wealth Management, LLC Over 30 years of Wealth Management and Advice since 1981
Industry Investment Management
Experience
Stafford Wealth Management, LLC October 2008 - Present
Woodbury Financial Services October 2008 - Present
Anthem Country Club Community Association May 2008 - December 2008
AXA Advisors July 2004 - September 2008
MONY Securities Corporation November 1984 - July 2004
MONY (Mutual Of New York) July 1981 - July 2004
Walt Disney Company June 1978 - June 1981
Skills
Strategic Financial..., Investments, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
San Diego State University-California State University 1978 — 1979
Stafford Wealth Management, LLC October 2008 - Present
Woodbury Financial Services October 2008 - Present
Anthem Country Club Community Association May 2008 - December 2008
AXA Advisors July 2004 - September 2008
MONY Securities Corporation November 1984 - July 2004
MONY (Mutual Of New York) July 1981 - July 2004
Walt Disney Company June 1978 - June 1981
Skills
Strategic Financial..., Investments, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
San Diego State University-California State University 1978 — 1979
Hugo Bartell Hugo Bartell's AXA Advisors Experience September 2001 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2001 - Present
Coopers & Lybrand June 1980 - November 1993
New Jersey Society of CPAs 1987 - 1988
Skills
Retirement Planning, Financial Analysis, Estate Planning
Education
Seton Hall University 1968 — 1972
Essex Catholic High School 1964 — 1968
St Anthony's
AXA Advisors September 2001 - Present
Coopers & Lybrand June 1980 - November 1993
New Jersey Society of CPAs 1987 - 1988
Skills
Retirement Planning, Financial Analysis, Estate Planning
Education
Seton Hall University 1968 — 1972
Essex Catholic High School 1964 — 1968
St Anthony's
David Raymond David Raymond's AXA Advisors Experience May 1997 - November 2006
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial October 2014 - Present
PNC Investments (Unofficial) December 2006 - August 2014
AXA Advisors May 1997 - November 2006
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Wealth Management, Financial Services, Series 7, Financial Analysis, Financial Advisory, Series 63, Investment Strategies, Securities
Education
Saint Joseph's University 1985 — 1988
Bachelor of Science (BS), Accounting
Archbishop Kennedy 1980 — 1983
LPL Financial October 2014 - Present
PNC Investments (Unofficial) December 2006 - August 2014
AXA Advisors May 1997 - November 2006
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Wealth Management, Financial Services, Series 7, Financial Analysis, Financial Advisory, Series 63, Investment Strategies, Securities
Education
Saint Joseph's University 1985 — 1988
Bachelor of Science (BS), Accounting
Archbishop Kennedy 1980 — 1983
Thomas V. Marino's AXA Advisors Experience February 2006 - November 2012
Job Financial Advisor at Atrium Financial LLC
Industry Financial Services
Experience
Atrium Financial LLC January 2014 - Present
Questar Capital Corporation November 2012 - Present
Richland Township January 2007 - Present
AXA Advisors February 2006 - November 2012
Dell Financial Services May 2005 - January 2006
Hewlett-Packard Financial Services 1998 - 2005
DLL 1995 - 1998
Advanta 1992 - 1995
Skills
401k, Asset Management, Socially Responsible..., Investment Advisory, Securities, 401k Rollovers, Investments, IAR, Insurance, Executive Compensation, Retirement Income..., Retirement Planning, Annuities, Estate Planning, Financial Planning, Financial Advice, Strategic Financial..., Financial Planners, Term Life Insurance, Fixed Annuities, Uniform Combined State..., Retirement, Financial Advisory, Mutual Funds, Executive Pay, Leadership, Risk Management, Life Insurance, Financial Services, Series 63, Wealth Management, IRAs, Finance, Selling, Business Development, Long-term Care, Series 7, Series 6, Series 66, Employee Benefits, Asset Allocation, Investment Strategies, Portfolio Management, FINRA, Series 65, Wealth, Long Term Care Insurance, Wealth Management..., Investment Management, Disability Insurance
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS)
Palmyra High School 1983 — 1985
Atrium Financial LLC January 2014 - Present
Questar Capital Corporation November 2012 - Present
Richland Township January 2007 - Present
AXA Advisors February 2006 - November 2012
Dell Financial Services May 2005 - January 2006
Hewlett-Packard Financial Services 1998 - 2005
DLL 1995 - 1998
Advanta 1992 - 1995
Skills
401k, Asset Management, Socially Responsible..., Investment Advisory, Securities, 401k Rollovers, Investments, IAR, Insurance, Executive Compensation, Retirement Income..., Retirement Planning, Annuities, Estate Planning, Financial Planning, Financial Advice, Strategic Financial..., Financial Planners, Term Life Insurance, Fixed Annuities, Uniform Combined State..., Retirement, Financial Advisory, Mutual Funds, Executive Pay, Leadership, Risk Management, Life Insurance, Financial Services, Series 63, Wealth Management, IRAs, Finance, Selling, Business Development, Long-term Care, Series 7, Series 6, Series 66, Employee Benefits, Asset Allocation, Investment Strategies, Portfolio Management, FINRA, Series 65, Wealth, Long Term Care Insurance, Wealth Management..., Investment Management, Disability Insurance
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS)
Palmyra High School 1983 — 1985
Alexander Bianco, MBA's AXA Advisors Experience January 2010 - Present
Job Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
Skills
Marketing, Insurance, Networking, Public Relations, Series 7, Training
Education
Saint Bonaventure University 2008 — 2009
Master of Business Administration (MBA), Finance, General
Saint Bonaventure University 2004 — 2008
Bachelor of Science (BS), Finance, General
AXA Advisors January 2010 - Present
Skills
Marketing, Insurance, Networking, Public Relations, Series 7, Training
Education
Saint Bonaventure University 2008 — 2009
Master of Business Administration (MBA), Finance, General
Saint Bonaventure University 2004 — 2008
Bachelor of Science (BS), Finance, General
Allison Adle Allison Adle's AXA Advisors Experience August 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
AXA Advisors August 2013 - Present
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Peter Grella Peter Grella's AXA Advisors Experience September 2010 - December 2010
Job Police Officer at Glen Cove Police Department
Industry Financial Services
Experience
Glen Cove Police Department July 2012 - Present
Capital One Bank April 2012 - September 2012
Northwestern Mutual July 2011 - March 2012
AXA Advisors September 2010 - December 2010
Skills
Insurance Planning, Wealth Accumulation, Investments, Financial Planning
Education
University of Maryland College Park 2007 — 2011
Finance
SDA Bocconi 2010 — 2010
Glen Cove Police Department July 2012 - Present
Capital One Bank April 2012 - September 2012
Northwestern Mutual July 2011 - March 2012
AXA Advisors September 2010 - December 2010
Skills
Insurance Planning, Wealth Accumulation, Investments, Financial Planning
Education
University of Maryland College Park 2007 — 2011
Finance
SDA Bocconi 2010 — 2010
Doug Gibson, LUTCF Doug Gibson, LUTCF's AXA Advisors Experience November 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Investment Professionals, Inc. February 2011 - November 2011
MetLife January 2009 - January 2011
Louis Shanks of Texas October 2004 - October 2008
Skills
Investment and Advisory..., Estate & Succession..., Retirement Planning, Risk Management & Asset..., Business Benefits and...
Education
Sam Houston State University 2000 — 2004
BBA, Business, Finance, Management, and Marketing
I. H. Kempner High School 1994 — 1998
AXA Advisors November 2011 - Present
Investment Professionals, Inc. February 2011 - November 2011
MetLife January 2009 - January 2011
Louis Shanks of Texas October 2004 - October 2008
Skills
Investment and Advisory..., Estate & Succession..., Retirement Planning, Risk Management & Asset..., Business Benefits and...
Education
Sam Houston State University 2000 — 2004
BBA, Business, Finance, Management, and Marketing
I. H. Kempner High School 1994 — 1998
Aaron Berg Aaron Berg's AXA Advisors Experience 2000 - 2007
Job Senior Audit Associate at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche November 2009 - Present
PNC Investments 2007 - 2008
AXA Advisors 2000 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA
University of Delaware 1992 — 1996
BA
Deloitte & Touche November 2009 - Present
PNC Investments 2007 - 2008
AXA Advisors 2000 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA
University of Delaware 1992 — 1996
BA
Craig Danieluk Craig Danieluk's AXA Advisors Experience December 2009 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2009 - Present
First Allied Corp. April 2007 - July 2009
Fremont Investment and Loan 2004 - 2007
Chase Home Finance 2002 - 2004
Skills
Series 24, Series 7, Series 66
Education
Saint Bonaventure University 1998 — 2002
BA, Finance
Assumption
AXA Advisors December 2009 - Present
First Allied Corp. April 2007 - July 2009
Fremont Investment and Loan 2004 - 2007
Chase Home Finance 2002 - 2004
Skills
Series 24, Series 7, Series 66
Education
Saint Bonaventure University 1998 — 2002
BA, Finance
Assumption
Eric Delaney Eric Delaney's AXA Advisors Experience November 1996 - August 1999
Job CFP, Vice President
Industry Financial Services
Experience
Signature Financial Group February 2010 - Present
Wachovia, A Wells Fargo Company September 1999 - January 2010
AXA Advisors November 1996 - August 1999
Skills
Retirement Planning, Investments, Fixed Annuities, 401k, Financial Planning, IRAs, Life Insurance, Financial Advisory, Insurance, Securities, Personal Finance, FINRA, Estate Planning, Certified Financial..., Disability Insurance, Investment Management, Financial Services, Roth IRA, Long Term Care Insurance, Asset Management, 529 Plans, Strategic Financial..., Annuities
Education
Rutgers University-New Brunswick 1991 — 1996
ba, biology and economics
Park Ridge High School 1987 — 1991
Signature Financial Group February 2010 - Present
Wachovia, A Wells Fargo Company September 1999 - January 2010
AXA Advisors November 1996 - August 1999
Skills
Retirement Planning, Investments, Fixed Annuities, 401k, Financial Planning, IRAs, Life Insurance, Financial Advisory, Insurance, Securities, Personal Finance, FINRA, Estate Planning, Certified Financial..., Disability Insurance, Investment Management, Financial Services, Roth IRA, Long Term Care Insurance, Asset Management, 529 Plans, Strategic Financial..., Annuities
Education
Rutgers University-New Brunswick 1991 — 1996
ba, biology and economics
Park Ridge High School 1987 — 1991
Scott Stasik, CFP® Scott Stasik, CFP®'s AXA Advisors Experience September 2012 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Certified Financial Planner Board 2010 - Present
AXA Advisors November 2000 - August 2012
Zehnders of Frankenmuth June 1994 - November 2000
Education
University of Michigan 1996 — 2000
BA, Econonmics
Saginaw Valley State University 2008 — 2008
Frankenmuth High School
AXA Advisors September 2012 - Present
Certified Financial Planner Board 2010 - Present
AXA Advisors November 2000 - August 2012
Zehnders of Frankenmuth June 1994 - November 2000
Education
University of Michigan 1996 — 2000
BA, Econonmics
Saginaw Valley State University 2008 — 2008
Frankenmuth High School
Eileen Price Eileen Price's AXA Advisors Experience June 2009 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Syracuse Opera October 1990 - February 2009
Education
Saint Bonaventure University 1982 — 1986
Bishop Kearney High School 1978 — 1982
AXA Advisors June 2009 - Present
Syracuse Opera October 1990 - February 2009
Education
Saint Bonaventure University 1982 — 1986
Bishop Kearney High School 1978 — 1982
Harris Tran Harris Tran's AXA Advisors Experience April 2014 - June 2015
Job Insurance Specialist
Industry Insurance
Experience
Farmers Insurance June 2015 - Present
AXA Advisors April 2014 - June 2015
State Farm December 2013 - April 2014
Heritage construction and landscaping February 2004 - December 2013
Skills
Insurance, Sales, Life Insurance, Project Management, Financial Services, Landscaping, Home Improvement, Framing, Health Insurance, Customer Service, Professional Liability, Liability, Commercial Insurance, Whole Life, Homeowners, Time Management, Team Management
Education
San Jose State University 2009 — 2011
Psychology
West Valley College 2006 — 2009
Saratoga high school
Farmers Insurance June 2015 - Present
AXA Advisors April 2014 - June 2015
State Farm December 2013 - April 2014
Heritage construction and landscaping February 2004 - December 2013
Skills
Insurance, Sales, Life Insurance, Project Management, Financial Services, Landscaping, Home Improvement, Framing, Health Insurance, Customer Service, Professional Liability, Liability, Commercial Insurance, Whole Life, Homeowners, Time Management, Team Management
Education
San Jose State University 2009 — 2011
Psychology
West Valley College 2006 — 2009
Saratoga high school
Gabriella Emerson's AXA Advisors Experience August 2013 - October 2013
Job Graduate Program Assistant at Rutgers University Career Services
Industry Human Resources
Experience
Rutgers University Career Services June 2015 - Present
Rutgers University Career Services March 2014 - May 2015
Modell's Sporting Goods June 2014 - August 2014
AXA Advisors August 2013 - October 2013
Allstate May 2012 - January 2013
Toys R Us August 2010 - January 2012
Skills
Human Resources, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, English, Research, Public Speaking, Time Management, Social Media, Interviews
Education
Rutgers University-New Brunswick 2015 — 2016
Master's degree, Human Resource Management
Rutgers University-New Brunswick 2011 — 2015
Bachelor's degree, Human Resource Management and Labor Studies and Employment Relations:Law and the Workplace
Rutgers University Career Services June 2015 - Present
Rutgers University Career Services March 2014 - May 2015
Modell's Sporting Goods June 2014 - August 2014
AXA Advisors August 2013 - October 2013
Allstate May 2012 - January 2013
Toys R Us August 2010 - January 2012
Skills
Human Resources, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, English, Research, Public Speaking, Time Management, Social Media, Interviews
Education
Rutgers University-New Brunswick 2015 — 2016
Master's degree, Human Resource Management
Rutgers University-New Brunswick 2011 — 2015
Bachelor's degree, Human Resource Management and Labor Studies and Employment Relations:Law and the Workplace
Justin Carlson Justin Carlson's AXA Advisors Experience June 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Skills
Estate Planning, Series 7, Finance, Uniform Combined State..., Securities, Risk Management, Employee Benefits, Wealth Accumulation
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Economics
Spotswood High School
AXA Advisors June 2011 - Present
Skills
Estate Planning, Series 7, Finance, Uniform Combined State..., Securities, Risk Management, Employee Benefits, Wealth Accumulation
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Economics
Spotswood High School
Yunda (Sophie) Wang Yunda (Sophie) Wang's AXA Advisors Experience June 2014 - September 2014
Job Hedge Fund Accountant, Master of Science in Finance, CFA Level II Candidate
Industry Financial Services
Experience
The Citco Group of Companies October 2014 - Present
AXA Advisors June 2014 - September 2014
National Development and Reform Commission of China June 2011 - August 2011
MAA Engineering Consultants (Shanghai) Co., Ltd. January 2010 - February 2010
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Equities, Analysis, Equity Research, Strategic Financial..., Financial Analysis, Bloomberg Terminal, Finance, Portfolio Management, Investments, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master's degree, Finance, General, 3.62
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Investments and Securities
The Citco Group of Companies October 2014 - Present
AXA Advisors June 2014 - September 2014
National Development and Reform Commission of China June 2011 - August 2011
MAA Engineering Consultants (Shanghai) Co., Ltd. January 2010 - February 2010
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Equities, Analysis, Equity Research, Strategic Financial..., Financial Analysis, Bloomberg Terminal, Finance, Portfolio Management, Investments, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master's degree, Finance, General, 3.62
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Investments and Securities
Jordan DePuy's AXA Advisors Experience 2013 - 2014
Job Commercial Loan Underwriter at Sawyer Savings
Industry Financial Services
Experience
Sawyer Savings Bank April 2014 - Present
Pizza Mia November 2008 - Present
AXA Advisors 2013 - 2014
Seton Hall September 2010 - May 2013
Wallkill Valley Federal Savings and Loan May 2012 - August 2012
St. Augustine's Church September 2006 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Efficiency, Series 7, Management, Series 63, Investments, Investment Strategies, Investment Management, Bloomberg Terminal, Banking, Financial Analysis, Finance
Education
Seton Hall Stillman School of Business 2010 — 2013
Bachelor of Arts, Business Administration; Finance
Seton Hall University 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
Sawyer Savings Bank April 2014 - Present
Pizza Mia November 2008 - Present
AXA Advisors 2013 - 2014
Seton Hall September 2010 - May 2013
Wallkill Valley Federal Savings and Loan May 2012 - August 2012
St. Augustine's Church September 2006 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Efficiency, Series 7, Management, Series 63, Investments, Investment Strategies, Investment Management, Bloomberg Terminal, Banking, Financial Analysis, Finance
Education
Seton Hall Stillman School of Business 2010 — 2013
Bachelor of Arts, Business Administration; Finance
Seton Hall University 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
Agnieszka Faryna Agnieszka Faryna's AXA Advisors Experience August 2007 - August 2008
Job Manager, Business Analysis at Marriott International
Industry Hospitality
Experience
Marriott International June 2013 - Present
Marriott International February 2012 - June 2013
Wells Fargo October 2011 - February 2012
US Bank August 2008 - July 2010
AXA Advisors August 2007 - August 2008
Kennedy Capital Management March 2007 - August 2007
Skills
Credit, Banking, Analysis, Problem Solving, Spanish, Polish, Microsoft Office, Team Leadership
Education
Webster University 2010 — 2011
MBA
Saint Louis University 2004 — 2008
BS, Finance
Marriott International June 2013 - Present
Marriott International February 2012 - June 2013
Wells Fargo October 2011 - February 2012
US Bank August 2008 - July 2010
AXA Advisors August 2007 - August 2008
Kennedy Capital Management March 2007 - August 2007
Skills
Credit, Banking, Analysis, Problem Solving, Spanish, Polish, Microsoft Office, Team Leadership
Education
Webster University 2010 — 2011
MBA
Saint Louis University 2004 — 2008
BS, Finance
Matthew Poole, CFP® Matthew Poole, CFP®'s AXA Advisors Experience December 2005 - March 2009
Job Founder & Managing Partner at Presidio Capital Management
Industry Financial Services
Experience
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2009 - June 2012
AXA Advisors December 2005 - March 2009
Hewlett-Packard June 1999 - May 2005
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Certified Financial...
Education
St. Mary's College of California
Bachelor of Arts, Business Management
University of Arizona
St. Francis High School
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2009 - June 2012
AXA Advisors December 2005 - March 2009
Hewlett-Packard June 1999 - May 2005
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Certified Financial...
Education
St. Mary's College of California
Bachelor of Arts, Business Management
University of Arizona
St. Francis High School
Paul Pruitt Paul Pruitt's AXA Advisors Experience June 2003 - August 2003
Job Key Relationship Manager at Regions Insurance
Industry Insurance
Experience
Regions Insurance August 2014 - Present
Arthur J. Gallagher & Co. November 2007 - August 2014
First Investors Corporation June 2004 - August 2005
U.S. Coast Guard August 2002 - May 2004
AXA Advisors June 2003 - August 2003
Saint Louis University September 2001 - May 2003
Skills
Insurance, Employee Benefits, Underwriting, Health Insurance, Disability Insurance, Employee Wellness, Workers Compensation, Life Insurance, Property & Casualty..., Brokers, Strategic Planning, Benefits Administration, Actuarial Science, Customer Service, Health Care Reform, Health Savings Accounts, Long-term Care, Claim, Term Life Insurance, COBRA, Medicare, Commercial Insurance, Risk Management, Captives
Education
Saint Louis University 2000 — 2004
Bachelor of Arts, Finance, Pre-Med
Regions Insurance August 2014 - Present
Arthur J. Gallagher & Co. November 2007 - August 2014
First Investors Corporation June 2004 - August 2005
U.S. Coast Guard August 2002 - May 2004
AXA Advisors June 2003 - August 2003
Saint Louis University September 2001 - May 2003
Skills
Insurance, Employee Benefits, Underwriting, Health Insurance, Disability Insurance, Employee Wellness, Workers Compensation, Life Insurance, Property & Casualty..., Brokers, Strategic Planning, Benefits Administration, Actuarial Science, Customer Service, Health Care Reform, Health Savings Accounts, Long-term Care, Claim, Term Life Insurance, COBRA, Medicare, Commercial Insurance, Risk Management, Captives
Education
Saint Louis University 2000 — 2004
Bachelor of Arts, Finance, Pre-Med
Nien Hoang Nien Hoang's AXA Advisors Experience May 2010 - January 2012
Job AVP with Merrill Lynch & Bank of America
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Scott W. Miller, MBA Scott W. Miller, MBA's AXA Advisors Experience January 2003 - June 2004
Job Founding Partner of Millennium Financial Group and Financial Advisor / Financial Planner at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC December 2012 - Present
New England Securities June 2004 - November 2012
AXA Advisors January 2003 - June 2004
LSI Logic, Inc February 2000 - December 2002
US Navy May 1985 - October 2000
Atmel Corporation November 1998 - February 2000
Rockwell Collins January 1997 - November 1998
VLSI Technologies, Inc April 1993 - January 1997
Skills
Strategic Financial..., Disability Insurance, Securities, Investments, Retirement Planning, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Series 7, Retirement, Financial Services, Finance, Pensions, Financial Advisory, IRAs
Education
Santa Clara University 1993 — 1997
MBA, Finance & Investments
University of Nebraska-Lincoln 1981 — 1985
Bachelor's of Science, Geology
Cetera Advisors LLC December 2012 - Present
New England Securities June 2004 - November 2012
AXA Advisors January 2003 - June 2004
LSI Logic, Inc February 2000 - December 2002
US Navy May 1985 - October 2000
Atmel Corporation November 1998 - February 2000
Rockwell Collins January 1997 - November 1998
VLSI Technologies, Inc April 1993 - January 1997
Skills
Strategic Financial..., Disability Insurance, Securities, Investments, Retirement Planning, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Series 7, Retirement, Financial Services, Finance, Pensions, Financial Advisory, IRAs
Education
Santa Clara University 1993 — 1997
MBA, Finance & Investments
University of Nebraska-Lincoln 1981 — 1985
Bachelor's of Science, Geology
Mickey Batsell Mickey Batsell's AXA Advisors Experience 2011 - 2012
Job The most trusted source for long term care planning
Industry Insurance
Experience
Certified Senior Advisors December 2011 - Present
American Association for Long-Term Care Insurance 2005 - Present
Individual Commercial Brokerage (ICB) January 2004 - Present
Mickey Batsell, CLU. CASL November 1998 - Present
St. Thomas More Catholic Church January 1998 - Present
Mickey Batsell, CLU. CASL 1998 - Present
TASO High School Football Official 1998 - Present
SFSP 1978 - Present
Texas A&M Association of Former Students 1977 - Present
AXA Advisors 2011 - 2012
Skills
Insurance, Long-term Care, Retirement Income..., Long Term Care, Retirement Planning, Retirement, Asset Protection, Public Speaking, Long Term Care Insurance, Fixed Annuities, Financial Services, Mutual Funds, Leadership, Medicare, Small Business, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, 401k, Employee Benefits, Financial Advisory, Estate Planning, Strategic Financial..., IRAs, Whole Life, Financial Planners, Universal Life, Wealth, Critical Illness, Investments, Underwriting, Pensions, Wealth Management, Brokers, Investment Advisory, Asset Allocation, Series 63, Securities, Personal Finance, Series 7, Wealth Accumulation, Roth IRA, Investment Strategies, Health Savings Accounts, Finance, 401k Rollovers, Sales, Property & Casualty..., Commercial Insurance
Education
Sam Houston State University 1967 — 1968
MBA, Accounting/Statistics
Texas A&M University 1963 — 1967
BBA, Marketing
Texas A&M University 1963 — 1967
Bachelor of Business Administration (BBA), Marketing
Certified Senior Advisors December 2011 - Present
American Association for Long-Term Care Insurance 2005 - Present
Individual Commercial Brokerage (ICB) January 2004 - Present
Mickey Batsell, CLU. CASL November 1998 - Present
St. Thomas More Catholic Church January 1998 - Present
Mickey Batsell, CLU. CASL 1998 - Present
TASO High School Football Official 1998 - Present
SFSP 1978 - Present
Texas A&M Association of Former Students 1977 - Present
AXA Advisors 2011 - 2012
Skills
Insurance, Long-term Care, Retirement Income..., Long Term Care, Retirement Planning, Retirement, Asset Protection, Public Speaking, Long Term Care Insurance, Fixed Annuities, Financial Services, Mutual Funds, Leadership, Medicare, Small Business, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, 401k, Employee Benefits, Financial Advisory, Estate Planning, Strategic Financial..., IRAs, Whole Life, Financial Planners, Universal Life, Wealth, Critical Illness, Investments, Underwriting, Pensions, Wealth Management, Brokers, Investment Advisory, Asset Allocation, Series 63, Securities, Personal Finance, Series 7, Wealth Accumulation, Roth IRA, Investment Strategies, Health Savings Accounts, Finance, 401k Rollovers, Sales, Property & Casualty..., Commercial Insurance
Education
Sam Houston State University 1967 — 1968
MBA, Accounting/Statistics
Texas A&M University 1963 — 1967
BBA, Marketing
Texas A&M University 1963 — 1967
Bachelor of Business Administration (BBA), Marketing
Louis Soto Louis Soto's AXA Advisors Experience June 2002 - July 2005
Job Office Administrator at Darren Soto Law Offices, PA
Industry Legal Services
Experience
Darren Soto Law Offices, PA June 2013 - Present
Soto Insurance Resources, LLC July 2002 - Present
Hispanic Achievers License Plate Grant Council January 2012 - January 2014
Soto & Associates, LLC March 2009 - May 2013
Soto Insurance Resources, LLC January 2007 - May 2013
MetLIfe July 2006 - December 2008
AXA Advisors June 2002 - July 2005
Eden Toys June 1990 - July 2001
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Small Business, Strategic Financial..., Workers Compensation, Investments, Budgets, Term Life Insurance, Legal Liability, Umbrella Insurance, Financial Analysis, Sales, Team Building, New Business Development, Mortgage Lending, Underwriting, Retirement Planning, Commercial Insurance, Commercial Lines, Homeowners, Management, General Insurance, Sales Management, Liability, Strategic Planning, Universal Life, Whole Life, Property & Casualty..., Accident
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1976
Bachelor's degree, Business/Office Automation/Technology/Data Entry
Eastside High School, Paterson, NJ.
Darren Soto Law Offices, PA June 2013 - Present
Soto Insurance Resources, LLC July 2002 - Present
Hispanic Achievers License Plate Grant Council January 2012 - January 2014
Soto & Associates, LLC March 2009 - May 2013
Soto Insurance Resources, LLC January 2007 - May 2013
MetLIfe July 2006 - December 2008
AXA Advisors June 2002 - July 2005
Eden Toys June 1990 - July 2001
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Small Business, Strategic Financial..., Workers Compensation, Investments, Budgets, Term Life Insurance, Legal Liability, Umbrella Insurance, Financial Analysis, Sales, Team Building, New Business Development, Mortgage Lending, Underwriting, Retirement Planning, Commercial Insurance, Commercial Lines, Homeowners, Management, General Insurance, Sales Management, Liability, Strategic Planning, Universal Life, Whole Life, Property & Casualty..., Accident
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1976
Bachelor's degree, Business/Office Automation/Technology/Data Entry
Eastside High School, Paterson, NJ.
Gene Kelly Barner Gene Kelly Barner's AXA Advisors Experience October 2006 - April 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Bryan Legere Bryan Legere's AXA Advisors Experience July 2015 - Present
Job Financial Professional with AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
United States Army National Guard May 2014 - Present
One Touch Direct September 2014 - June 2015
Burger King Corporation October 2008 - July 2014
United States Army National Guard August 2011 - May 2014
Lindhome and Songster, P.C. July 2011 - August 2012
Skills
Time Management, People Skills, Team Leadership, People Development, Teamwork, Microsoft Word, Facebook, PowerPoint, Microsoft Excel, Volunteering, SPSS, Management
Education
Saint Bonaventure University 2012 — 2014
Bachelor's degree, Psychology
AXA Advisors July 2015 - Present
United States Army National Guard May 2014 - Present
One Touch Direct September 2014 - June 2015
Burger King Corporation October 2008 - July 2014
United States Army National Guard August 2011 - May 2014
Lindhome and Songster, P.C. July 2011 - August 2012
Skills
Time Management, People Skills, Team Leadership, People Development, Teamwork, Microsoft Word, Facebook, PowerPoint, Microsoft Excel, Volunteering, SPSS, Management
Education
Saint Bonaventure University 2012 — 2014
Bachelor's degree, Psychology
Josh Cavanaugh Josh Cavanaugh's AXA Advisors Experience June 2014 - August 2014
Job Sales Coordinator at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. June 2015 - Present
AXA Advisors June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Leadership, Marketing, Customer Service
Education
Saint Joseph's University 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Forethought Financial Group, Inc. June 2015 - Present
AXA Advisors June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Leadership, Marketing, Customer Service
Education
Saint Joseph's University 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Frank Ronquillo Frank Ronquillo's AXA Advisors Experience September 2005 - October 2007
Job Retirement Plan Consultant, providing 401k solutions to plan sponsors to improve retirement readiness.
Industry Financial Services
Experience
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
Patti Petropoulos's AXA Advisors Experience June 2010 - August 2010
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Sylvia Kuzminski's AXA Advisors Experience June 2015 - September 2015
Job Financial Services Representative at Foresters
Industry Financial Services
Experience
Foresters October 2015 - Present
iCracked Inc. August 2015 - Present
AXA Advisors June 2015 - September 2015
TD January 2013 - April 2014
Rutgers University January 2011 - January 2013
Skills
Mathematics, Statistics, Economics, Actuarial Science, Programming, R, SAS, HTML, Web Design, Statistical Data..., Financial Analysis, Bilingual-...
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor's degree, Mathematics and Statistics
Foresters October 2015 - Present
iCracked Inc. August 2015 - Present
AXA Advisors June 2015 - September 2015
TD January 2013 - April 2014
Rutgers University January 2011 - January 2013
Skills
Mathematics, Statistics, Economics, Actuarial Science, Programming, R, SAS, HTML, Web Design, Statistical Data..., Financial Analysis, Bilingual-...
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor's degree, Mathematics and Statistics
Brittney Partow Brittney Partow's AXA Advisors Experience April 2012 - October 2012
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
AXA Advisors April 2012 - October 2012
Batten Accountancy, Inc. July 2010 - January 2011
Skills
Financial Planners, Microsoft Excel, Financial Advisory, Retirement Planning, PowerPoint, Series 7, Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Retirement, Series 66, Uniform Combined State..., Investment Strategies, Financial Planning, Investments
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Finance, General
TD Ameritrade May 2013 - Present
AXA Advisors April 2012 - October 2012
Batten Accountancy, Inc. July 2010 - January 2011
Skills
Financial Planners, Microsoft Excel, Financial Advisory, Retirement Planning, PowerPoint, Series 7, Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Retirement, Series 66, Uniform Combined State..., Investment Strategies, Financial Planning, Investments
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Alex Thoreson's AXA Advisors Experience 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2014 - Present
Skills
Wealth Management, Life Insurance..., Finance, Personal Finance
Education
Salisbury University
Bachelor of Science (B.S.), Business Management, minor Finance
Salisbury University - Perdue School of Business
Bachelor's degree, Business Administration and Management, General
AXA Advisors 2014 - Present
Skills
Wealth Management, Life Insurance..., Finance, Personal Finance
Education
Salisbury University
Bachelor of Science (B.S.), Business Management, minor Finance
Salisbury University - Perdue School of Business
Bachelor's degree, Business Administration and Management, General
Derek J. Pierce Derek J. Pierce's AXA Advisors Experience October 2003 - October 2013
Job Financial Advisor at MetLife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife and a part of the MetLife Premier Client Group October 2013 - Present
AXA Advisors October 2003 - October 2013
Carlin Equities Corporation February 1999 - October 2003
New York Futures Exchange / New York Mercantile Exchange January 1995 - February 1999
Gruntal & Co. May 1993 - November 1994
Kidder, Peabody & Company July 1989 - May 1993
Education
Saint Michael's College 1984 — 1988
Bachelor's Degree, Business Administration
Barnum Financial Group, an Office of MetLife and a part of the MetLife Premier Client Group October 2013 - Present
AXA Advisors October 2003 - October 2013
Carlin Equities Corporation February 1999 - October 2003
New York Futures Exchange / New York Mercantile Exchange January 1995 - February 1999
Gruntal & Co. May 1993 - November 1994
Kidder, Peabody & Company July 1989 - May 1993
Education
Saint Michael's College 1984 — 1988
Bachelor's Degree, Business Administration
Liu Hong Liu Hong's AXA Advisors Experience November 2011 - August 2014
Job Welcome to the Financial Educator | For the improvement of your Financial Health
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2014 - Present
AXA Advisors November 2011 - August 2014
Sinolink Securities Stock Co. Ltd. October 2007 - October 2008
Chengdu Ideal Information Industry Co. Ltd. October 2004 - January 2006
Skills
Client Relationship..., Professional..., Financial Consulting, Cross-cultural, Chinese Culture, Chinese Capital Market, Asset Management, Investment Strategies, Financial Advisory, Financial Analysis, Wealth Management, Retirement Income..., Chinese, Estate Planning..., Pension Maximization, Retirement Income..., Risk Management, Long Term Care Insurance, Disability Income, Life Insurance, Permanent Life Insurance, Term Life Insurance, Mortgage Protection
Education
University of Sydney 2006 — 2007
Master of Finance, Finance
Sichuan University 2000 — 2004
Bachelor of Business Management
No 7 middle school
No 7 middle school
Transamerica Financial Advisors, Inc. September 2014 - Present
AXA Advisors November 2011 - August 2014
Sinolink Securities Stock Co. Ltd. October 2007 - October 2008
Chengdu Ideal Information Industry Co. Ltd. October 2004 - January 2006
Skills
Client Relationship..., Professional..., Financial Consulting, Cross-cultural, Chinese Culture, Chinese Capital Market, Asset Management, Investment Strategies, Financial Advisory, Financial Analysis, Wealth Management, Retirement Income..., Chinese, Estate Planning..., Pension Maximization, Retirement Income..., Risk Management, Long Term Care Insurance, Disability Income, Life Insurance, Permanent Life Insurance, Term Life Insurance, Mortgage Protection
Education
University of Sydney 2006 — 2007
Master of Finance, Finance
Sichuan University 2000 — 2004
Bachelor of Business Management
No 7 middle school
No 7 middle school
Marc Colasanto, CRC Marc Colasanto, CRC's AXA Advisors Experience October 2002 - May 2012
Job Retirement Education Counselor at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement May 2012 - Present
AXA Advisors October 2002 - May 2012
T.Williams Consulting December 2000 - September 2001
Aerotek 1998 - 2000
Skills
Retirement Planning, Retirement, Retirement Savings, Estate Planning, Investments, Life Insurance, Insurance, Disability Insurance, Employee Benefits, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Fixed Annuities, 401k, IRAs, Asset Allocation, Recruiting, Series 24, FINRA, Investment Strategies, Pensions, Strategic Financial..., Wealth Management
Education
Seton Hall University 1992 — 1996
BS, Business Administration, Con. in Finance
Middletown High School South 1988 — 1992
INFRE
Certified Retirement Counselor
Prudential Retirement May 2012 - Present
AXA Advisors October 2002 - May 2012
T.Williams Consulting December 2000 - September 2001
Aerotek 1998 - 2000
Skills
Retirement Planning, Retirement, Retirement Savings, Estate Planning, Investments, Life Insurance, Insurance, Disability Insurance, Employee Benefits, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Fixed Annuities, 401k, IRAs, Asset Allocation, Recruiting, Series 24, FINRA, Investment Strategies, Pensions, Strategic Financial..., Wealth Management
Education
Seton Hall University 1992 — 1996
BS, Business Administration, Con. in Finance
Middletown High School South 1988 — 1992
INFRE
Certified Retirement Counselor
Hunter McKee Hunter McKee's AXA Advisors Experience May 2014 - September 2014
Job Student at Sam Houston State University
Industry Financial Services
Experience
ARAMARK August 2012 - Present
Axa Advisors May 2014 - September 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, SAP, Strategy, Marketing, Communication, Leadership, Retail, Social Media Marketing, Social Networking, Time Management, Facebook, Advertising, Customer Service, Public Speaking
Education
Sam Houston State University 2011 — 2015
Bachelor's Degree, Finance, General
ARAMARK August 2012 - Present
Axa Advisors May 2014 - September 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, SAP, Strategy, Marketing, Communication, Leadership, Retail, Social Media Marketing, Social Networking, Time Management, Facebook, Advertising, Customer Service, Public Speaking
Education
Sam Houston State University 2011 — 2015
Bachelor's Degree, Finance, General
Kevin J. Utzig, MBA Kevin J. Utzig, MBA's AXA Advisors Experience May 2008 - May 2010
Job Business and Economic Professor at Bryant & Stratton College
Industry Government Relations
Experience
Bureau of Labor Statistics March 2013 - Present
Bryant & Stratton College January 2013 - Present
Small Business Administration March 2012 - March 2015
Buffalo Public Schools October 2010 - September 2011
AXA Advisors May 2008 - May 2010
Skills
Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Analysis, Customer Service, Public Speaking, Process Improvement, Research, Training, Teaching, Higher Education, Access, Staff Development, Budgets, Adult Education, Leadership Development, Nonprofits, Data Analysis, Microsoft Office, Business Management, Investments, Coaching, Financial Accounting, Accounts Receivable, Business Education, Business Analysis, Operations Management, Networking, Economics, Economics of Education
Education
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
St. Bonaventure University 2007 — 2009
MBA, Finance and Accounting
SUNY College at Buffalo 2009 — 2010
Business and Marketing Education Certificate, Business and Marketing Education, 4.0
SUNY Empire State College 2004 — 2009
B.S., History
Bureau of Labor Statistics March 2013 - Present
Bryant & Stratton College January 2013 - Present
Small Business Administration March 2012 - March 2015
Buffalo Public Schools October 2010 - September 2011
AXA Advisors May 2008 - May 2010
Skills
Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Analysis, Customer Service, Public Speaking, Process Improvement, Research, Training, Teaching, Higher Education, Access, Staff Development, Budgets, Adult Education, Leadership Development, Nonprofits, Data Analysis, Microsoft Office, Business Management, Investments, Coaching, Financial Accounting, Accounts Receivable, Business Education, Business Analysis, Operations Management, Networking, Economics, Economics of Education
Education
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
St. Bonaventure University 2007 — 2009
MBA, Finance and Accounting
SUNY College at Buffalo 2009 — 2010
Business and Marketing Education Certificate, Business and Marketing Education, 4.0
SUNY Empire State College 2004 — 2009
B.S., History
Jenna Garner Jenna Garner's AXA Advisors Experience March 2015 - May 2015
Job Associate Clinical Research Scientist at Novartis
Industry Pharmaceuticals
Experience
Novartis June 2015 - Present
AXA Advisors March 2015 - May 2015
William Paterson University December 2013 - May 2015
RuffaloCODY January 2012 - March 2015
Novartis May 2014 - August 2014
Wilson-Bennett Technology, Inc. September 2013 - March 2014
Skills
Critical Thinking, Student Leadership, Student Affairs, Alumni Relations, Fundraising, Research, SPSS, Facebook, Public Speaking, Editing, Psychology, Time Management, Social Networking, Social Media, Microsoft Excel, Survey Design, PowerPoint Presentations, Microsoft Word, Microsoft Publisher, Telephone Skills, Microsoft Outlook, PowerPoint
Education
William Paterson University of New Jersey 2012 — 2015
Bachelor's Degree, Psychology, Minor Business Administration, 3.966, Summa Cum Laude
Salisbury University 2011 — 2011
Wayne Valley High School 2007 — 2011
3.975 Overall GPA
Novartis June 2015 - Present
AXA Advisors March 2015 - May 2015
William Paterson University December 2013 - May 2015
RuffaloCODY January 2012 - March 2015
Novartis May 2014 - August 2014
Wilson-Bennett Technology, Inc. September 2013 - March 2014
Skills
Critical Thinking, Student Leadership, Student Affairs, Alumni Relations, Fundraising, Research, SPSS, Facebook, Public Speaking, Editing, Psychology, Time Management, Social Networking, Social Media, Microsoft Excel, Survey Design, PowerPoint Presentations, Microsoft Word, Microsoft Publisher, Telephone Skills, Microsoft Outlook, PowerPoint
Education
William Paterson University of New Jersey 2012 — 2015
Bachelor's Degree, Psychology, Minor Business Administration, 3.966, Summa Cum Laude
Salisbury University 2011 — 2011
Wayne Valley High School 2007 — 2011
3.975 Overall GPA
Noel Thomas's AXA Advisors Experience February 2015 - August 2015
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2015 - August 2015
Verizon Wireless June 2014 - February 2015
Smith and dale March 2014 - February 2015
CarMax August 2013 - May 2014
The Men's Wearhouse, Inc August 2011 - February 2014
Skills
Finacial Management, Business Succession..., Charitable Giving..., Customer Service, Leadership, Time Management, Teamwork, Sales, Customer Satisfaction, Team Leadership, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Outlook, Public Speaking
Education
University of Arizona, Eller College of Management 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
San Joaquin Delta College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
AXA Advisors February 2015 - August 2015
Verizon Wireless June 2014 - February 2015
Smith and dale March 2014 - February 2015
CarMax August 2013 - May 2014
The Men's Wearhouse, Inc August 2011 - February 2014
Skills
Finacial Management, Business Succession..., Charitable Giving..., Customer Service, Leadership, Time Management, Teamwork, Sales, Customer Satisfaction, Team Leadership, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Outlook, Public Speaking
Education
University of Arizona, Eller College of Management 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
San Joaquin Delta College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Samuel Binz Samuel Binz's AXA Advisors Experience April 2014 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Belly August 2013 - January 2014
Herman Binz & Son's Iron Works May 2004 - August 2010
Vector Marketing September 2007 - May 2008
Skills
Microsoft Office, Sales, Microsoft Excel, Customer Service, Time Management, Market Research, Marketing, PowerPoint, Manufacturing..., Entrepreneurship, Leadership, Microsoft Word, Social Networking, Teamwork, Public Speaking, Data Analysis, Research, Social Media, Life & Health Insurance..., Licensed Life & Health..., Series 63, Life Insurance, Health Insurance, Finance, Facebook, Social Media Marketing, Marketing Strategy, Sales Management, Budgets, Risk Management, Salesforce.com, Long-term Care
Education
Saint Louis University 2008 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Catholic High School for Boys 2004 — 2008
AXA Advisors April 2014 - Present
Belly August 2013 - January 2014
Herman Binz & Son's Iron Works May 2004 - August 2010
Vector Marketing September 2007 - May 2008
Skills
Microsoft Office, Sales, Microsoft Excel, Customer Service, Time Management, Market Research, Marketing, PowerPoint, Manufacturing..., Entrepreneurship, Leadership, Microsoft Word, Social Networking, Teamwork, Public Speaking, Data Analysis, Research, Social Media, Life & Health Insurance..., Licensed Life & Health..., Series 63, Life Insurance, Health Insurance, Finance, Facebook, Social Media Marketing, Marketing Strategy, Sales Management, Budgets, Risk Management, Salesforce.com, Long-term Care
Education
Saint Louis University 2008 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Catholic High School for Boys 2004 — 2008
Brandon Wheatley Brandon Wheatley's AXA Advisors Experience January 2008 - July 2008
Job Senior Accountant at Toastmasters International
Industry Accounting
Experience
Toastmasters International November 2013 - Present
Toastmasters International March 2012 - November 2013
Toastmasters International April 2011 - March 2012
Toastmasters International January 2011 - April 2011
AXA Advisors January 2008 - July 2008
Bath and Body Works October 2007 - January 2008
St. Margaret's Episcopal June 2004 - September 2004
Skills
Accounting, Financial Reporting, Audit, Budgeting, Compliance, Corporate Tax, Financial Regulation, Regulatory Requirements, Tax, Journal Entries, IRS problem resolution, General Ledger, Auditing, Financial Accounting, Financial Statements, Internal Audit, Variance Analysis, Budgets, Accounts Payable
Education
Santa Margarita
Santa Margarita
University of California, Santa Barbara 2002 — 2007
BA, Global Economics and Politics
Saddleback College 2008 — 2009
Certificate, Accounting
FINRA 2008 — 2009
series 7
Toastmasters International November 2013 - Present
Toastmasters International March 2012 - November 2013
Toastmasters International April 2011 - March 2012
Toastmasters International January 2011 - April 2011
AXA Advisors January 2008 - July 2008
Bath and Body Works October 2007 - January 2008
St. Margaret's Episcopal June 2004 - September 2004
Skills
Accounting, Financial Reporting, Audit, Budgeting, Compliance, Corporate Tax, Financial Regulation, Regulatory Requirements, Tax, Journal Entries, IRS problem resolution, General Ledger, Auditing, Financial Accounting, Financial Statements, Internal Audit, Variance Analysis, Budgets, Accounts Payable
Education
Santa Margarita
Santa Margarita
University of California, Santa Barbara 2002 — 2007
BA, Global Economics and Politics
Saddleback College 2008 — 2009
Certificate, Accounting
FINRA 2008 — 2009
series 7
Steven Min's AXA Advisors Experience January 2012 - April 2012
Job Underwriter at Fora Financial
Industry Banking
Experience
Fora Financial July 2015 - Present
New Millennium Bank September 2014 - July 2015
Morgan Stanley April 2013 - September 2014
CNBC June 2012 - August 2012
AXA Advisors January 2012 - April 2012
The Fish Net January 2010 - August 2011
Rutgers University College Avenue Gym September 2009 - May 2011
Skills
Cash Flow Analysis, Data Analysis, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, Customer Service, Eviews, Program Management, Interviews, Stata, Financial Modeling, Event Management, HTML, Access, Applied Econometrics, VBA, Quality Management, Bloomberg Terminal, Social Media, Teamwork, Leadership, PowerPoint, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's Degree, Economics
Delran High School 2005 — 2009
Fora Financial July 2015 - Present
New Millennium Bank September 2014 - July 2015
Morgan Stanley April 2013 - September 2014
CNBC June 2012 - August 2012
AXA Advisors January 2012 - April 2012
The Fish Net January 2010 - August 2011
Rutgers University College Avenue Gym September 2009 - May 2011
Skills
Cash Flow Analysis, Data Analysis, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, Customer Service, Eviews, Program Management, Interviews, Stata, Financial Modeling, Event Management, HTML, Access, Applied Econometrics, VBA, Quality Management, Bloomberg Terminal, Social Media, Teamwork, Leadership, PowerPoint, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's Degree, Economics
Delran High School 2005 — 2009
Jorge Montalvo Jorge Montalvo's AXA Advisors Experience June 2012 - August 2012
Job Financial Analyst at Boom Financial, Inc.
Industry Financial Services
Experience
Boom Financial, Inc. May 2014 - Present
Prudential Financial May 2013 - November 2013
AXA-Advisors June 2012 - August 2012
Merrill Lynch June 2009 - July 2009
Skills
Financial Analysis, Complex Modeling, Due Diligence, Company Coverage, Valuations, Fundamental Research, Investment Analysis, Client Service, Portfolio Management, Issue Resolution, Market Research, Market Color, Risk Management, Asset Management, Communications, Strategic Communications, Financial Economics, International Economics, MS Office Suite, Bloomberg, FactSet, Research, Microsoft Office, Series 63, Valuation
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science, Finance and Economics, Minor in International Business
London School of Economics/Perking University 2010 — 2010
Associate's degree, Global Economics
Boom Financial, Inc. May 2014 - Present
Prudential Financial May 2013 - November 2013
AXA-Advisors June 2012 - August 2012
Merrill Lynch June 2009 - July 2009
Skills
Financial Analysis, Complex Modeling, Due Diligence, Company Coverage, Valuations, Fundamental Research, Investment Analysis, Client Service, Portfolio Management, Issue Resolution, Market Research, Market Color, Risk Management, Asset Management, Communications, Strategic Communications, Financial Economics, International Economics, MS Office Suite, Bloomberg, FactSet, Research, Microsoft Office, Series 63, Valuation
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science, Finance and Economics, Minor in International Business
London School of Economics/Perking University 2010 — 2010
Associate's degree, Global Economics
Emily Rosado's AXA Advisors Experience March 2015 - June 2015
Job Intern Human Resources at OTG Management
Industry Human Resources
Experience
OTG Management May 2015 - Present
Rutgers Office of Undergraduate Admissions February 2015 - Present
Douglass Orientation Committee December 2013 - Present
AXA Advisors March 2015 - June 2015
El Palmar Restaurant January 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Event Planning, Social Networking, Time Management, Public Speaking, Social Media, Teamwork, Communication
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor's degree, Human Resources Management/Personnel Administration, General, Rising Junior
Elizabeth High School 2009 — 2013
OTG Management May 2015 - Present
Rutgers Office of Undergraduate Admissions February 2015 - Present
Douglass Orientation Committee December 2013 - Present
AXA Advisors March 2015 - June 2015
El Palmar Restaurant January 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Event Planning, Social Networking, Time Management, Public Speaking, Social Media, Teamwork, Communication
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor's degree, Human Resources Management/Personnel Administration, General, Rising Junior
Elizabeth High School 2009 — 2013
Alice Cheng's AXA Advisors Experience September 2011 - April 2012
Job Tax Consultant at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP August 2015 - Present
Deloitte Tax LLP June 2014 - August 2014
A.F. Paredes & Co. February 2014 - April 2014
Deloitte Services LP June 2013 - August 2013
TD May 2012 - July 2012
AXA Advisors September 2011 - April 2012
Mercer County Community College June 2010 - August 2011
Skills
Mandarin, French, German, Java, Microsoft Office Access, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Marketing, Outlook, Public Speaking, Social Networking, Research, PowerPoint, Customer Service
Education
Rutgers Business School 2011 — 2015
Bachelors Degree, Accounting, Chinese
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
BS, Accounting, Chinese
Robbinsville High School 2007 — 2011
Deloitte Tax LLP August 2015 - Present
Deloitte Tax LLP June 2014 - August 2014
A.F. Paredes & Co. February 2014 - April 2014
Deloitte Services LP June 2013 - August 2013
TD May 2012 - July 2012
AXA Advisors September 2011 - April 2012
Mercer County Community College June 2010 - August 2011
Skills
Mandarin, French, German, Java, Microsoft Office Access, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Marketing, Outlook, Public Speaking, Social Networking, Research, PowerPoint, Customer Service
Education
Rutgers Business School 2011 — 2015
Bachelors Degree, Accounting, Chinese
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
BS, Accounting, Chinese
Robbinsville High School 2007 — 2011
Sophie Brooks-Ames Sophie Brooks-Ames's AXA Advisors Experience September 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Wildhaven Ranch October 2012 - May 2013
Moneythink September 2012 - May 2013
Motley Coffeehouse September 2009 - May 2013
Greenlights for Nonprofit Success May 2012 - August 2012
Education
Scripps College 2009 — 2013
Bachelor of Arts (B.A.), cum laude, Honors in Cultural Anthropology, Hispanic Studies, 3.6 GPA
Danish Institute for Study Abroad 2012 — 2012
Semester Study Abroad, Denmark, Cultural Anthropology, Sustainability
School for International Training 2011 — 2011
Semester Study Abroad, Ecuador, Cultural Anthropology, Spanish
AXA Advisors September 2013 - Present
Wildhaven Ranch October 2012 - May 2013
Moneythink September 2012 - May 2013
Motley Coffeehouse September 2009 - May 2013
Greenlights for Nonprofit Success May 2012 - August 2012
Education
Scripps College 2009 — 2013
Bachelor of Arts (B.A.), cum laude, Honors in Cultural Anthropology, Hispanic Studies, 3.6 GPA
Danish Institute for Study Abroad 2012 — 2012
Semester Study Abroad, Denmark, Cultural Anthropology, Sustainability
School for International Training 2011 — 2011
Semester Study Abroad, Ecuador, Cultural Anthropology, Spanish
Kurt Wassmer Kurt Wassmer's AXA Advisors Experience February 2005 - May 2005
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Ian Joyce Ian Joyce's AXA Advisors Experience January 2010 - May 2011
Job Vice President, Sales & Business Development at Patriot Equipment Finance LLC
Industry Financial Services
Experience
Patriot Equipment Finance LLC February 2015 - Present
CG Finance June 2012 - February 2015
Stivan Group May 2011 - April 2012
AXA Advisors January 2010 - May 2011
Skills
Time Management, Financial Reporting, Finance, Financial Analysis, Accounting, Microsoft Excel, Financial Goals, Financial Modeling, Accounts Payable, Business Development, Financial Statements, Due Diligence, Corporate Finance, Budgets, Competitive Analysis, Investments, Credit, Microsoft Office, PowerPoint, Microsoft Word
Education
Saint Louis University 2007 — 2011
Bachelor of Science, Business Administration, Finance, Accounting
Loyola University Chicago - John Felice Rome Center 2009 — 2009
St. Ignatius High School 2003 — 2007
Patriot Equipment Finance LLC February 2015 - Present
CG Finance June 2012 - February 2015
Stivan Group May 2011 - April 2012
AXA Advisors January 2010 - May 2011
Skills
Time Management, Financial Reporting, Finance, Financial Analysis, Accounting, Microsoft Excel, Financial Goals, Financial Modeling, Accounts Payable, Business Development, Financial Statements, Due Diligence, Corporate Finance, Budgets, Competitive Analysis, Investments, Credit, Microsoft Office, PowerPoint, Microsoft Word
Education
Saint Louis University 2007 — 2011
Bachelor of Science, Business Administration, Finance, Accounting
Loyola University Chicago - John Felice Rome Center 2009 — 2009
St. Ignatius High School 2003 — 2007
Patrick Colwell Patrick Colwell's AXA Advisors Experience December 2011 - June 2013
Job Sr. Loan Consultant at Global Equity Finance
Industry Financial Services
Experience
Global Equity Finance July 2013 - March 2015
AXA Advisors December 2011 - June 2013
Skills
Mortgage Banking, Retirement Planning, Mortgage Lending, Financial Accounting, Bookkeeping, Paypal Integration, QuickBooks, Fixed and Variable..., Real Estate, Variable and..., 401(k) and other..., 403(b) Plans, Traditional and Roth..., Life Insurance for Key..., Asset Allocation..., Personal Finance, Data Entry, Data Management
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Science (BS), Finance, General
Global Equity Finance July 2013 - March 2015
AXA Advisors December 2011 - June 2013
Skills
Mortgage Banking, Retirement Planning, Mortgage Lending, Financial Accounting, Bookkeeping, Paypal Integration, QuickBooks, Fixed and Variable..., Real Estate, Variable and..., 401(k) and other..., 403(b) Plans, Traditional and Roth..., Life Insurance for Key..., Asset Allocation..., Personal Finance, Data Entry, Data Management
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Science (BS), Finance, General
Adriana Valdez Adriana Valdez's AXA Advisors Experience March 2006 - May 2008
Job Institutional RM Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
RAVI BALCHAND's AXA Advisors Experience September 2008 - July 2009
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2009 - Present
AXA Advisors September 2008 - July 2009
MetLife June 2007 - September 2007
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Mutual Funds, Retirement, Fixed Annuities, Health Insurance, IRAs, Wealth Management, Series 7, Series 63, General Securities..., Finance, Securities, Microsoft Office
Education
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
The American College 2007 — 2007
New York Life Insurance Company September 2009 - Present
AXA Advisors September 2008 - July 2009
MetLife June 2007 - September 2007
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Mutual Funds, Retirement, Fixed Annuities, Health Insurance, IRAs, Wealth Management, Series 7, Series 63, General Securities..., Finance, Securities, Microsoft Office
Education
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
The American College 2007 — 2007
Don Germano, ChFC Don Germano, ChFC's AXA Advisors Experience January 2005 - February 2011
Job Financial Planner at BeltzIanni & Associates
Industry Financial Services
Experience
Beltz,Ianni & Associates March 2011 - Present
AXA Advisors January 2005 - February 2011
The MONY Group May 1977 - December 2004
Skills
Investments, Insurance, Retirement Planning, Retirement, Securities, Managerial Finance
Education
St. Bernard's School of Theology 1997 — 2001
MA, Theology
The American College
ChFC, Finance
St. Bonaventure University 1969 — 1973
BBA, Finance
Bishop Kearney High School 1965 — 1969
Beltz,Ianni & Associates March 2011 - Present
AXA Advisors January 2005 - February 2011
The MONY Group May 1977 - December 2004
Skills
Investments, Insurance, Retirement Planning, Retirement, Securities, Managerial Finance
Education
St. Bernard's School of Theology 1997 — 2001
MA, Theology
The American College
ChFC, Finance
St. Bonaventure University 1969 — 1973
BBA, Finance
Bishop Kearney High School 1965 — 1969
Niloy Shah Niloy Shah's AXA Advisors Experience September 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
Business Aircraft Center August 2014 - September 2015
Northwestern Mutual April 2012 - July 2014
TD April 2011 - March 2012
TD August 2010 - April 2011
Skills
Strategic Financial..., Financial Advisory, Insurance, Financial Analysis, Banking, Retail Banking, Loans, Commercial Banking, Consumer Lending, Customer Service, Credit Analysis, Small Business Lending, Investments, Finance, Credit, Financial Modeling, Wealth Management, Securities
Education
University of Connecticut 2014 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Saint John's University 2007 — 2010
Associate's degree, Banking and Financial Support Services
Sacred Heart University 2015 — 2017
Bachelor's degree, Finance and Financial Management Services
AXA Advisors September 2015 - Present
Business Aircraft Center August 2014 - September 2015
Northwestern Mutual April 2012 - July 2014
TD April 2011 - March 2012
TD August 2010 - April 2011
Skills
Strategic Financial..., Financial Advisory, Insurance, Financial Analysis, Banking, Retail Banking, Loans, Commercial Banking, Consumer Lending, Customer Service, Credit Analysis, Small Business Lending, Investments, Finance, Credit, Financial Modeling, Wealth Management, Securities
Education
University of Connecticut 2014 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Saint John's University 2007 — 2010
Associate's degree, Banking and Financial Support Services
Sacred Heart University 2015 — 2017
Bachelor's degree, Finance and Financial Management Services
Brian Eliel Brian Eliel's AXA Advisors Experience July 2002 - March 2006
Job Business Development at Tom Ferry, YourCoach.com
Industry Marketing and Advertising
Experience
Tom Ferry, YourCoach.com February 2013 - Present
Econo Air June 2011 - August 2012
ActivTek Environmental October 2010 - May 2011
Hospice of Las Vegas January 2010 - September 2010
Universal Health Services 2009 - January 2010
Eric Lofholm International April 2008 - December 2008
Buffini and Company March 2006 - April 2008
AXA Advisors July 2002 - March 2006
Healthnet/ MHN January 2000 - July 2002
Magellan Behavioral Health September 1989 - December 1999
Skills
Team Building, Coaching, Sales, Public Speaking, Training, Marketing, Business Development, Sales Management, Account Management, Sales Process, Sales Operations, Healthcare, Time Management, Selling, Leadership, Entrepreneurship, Social Media Marketing, Contract Negotiation, Social Networking, Negotiation, New Business Development, Management, Strategic Planning, Marketing Strategy, Brazilian Portuguese, CRM, Direct Sales, Strategy, Online Marketing, Strategic Partnerships, Small Business, Start-ups, Lead Generation, B2B, Consulting, Advertising, Business Strategy, Business Planning, Social Media, Salesforce.com, Cold Calling, Email Marketing, Online Advertising, Recruiting, Business Coaching, Troubleshooting, Motivational..., Sales Presentations
Education
San Diego State University-California State University 1984 — 1999
BS, Psychology, Spanish
University High School 1978 — 1982
Psychology
Tom Ferry, YourCoach.com February 2013 - Present
Econo Air June 2011 - August 2012
ActivTek Environmental October 2010 - May 2011
Hospice of Las Vegas January 2010 - September 2010
Universal Health Services 2009 - January 2010
Eric Lofholm International April 2008 - December 2008
Buffini and Company March 2006 - April 2008
AXA Advisors July 2002 - March 2006
Healthnet/ MHN January 2000 - July 2002
Magellan Behavioral Health September 1989 - December 1999
Skills
Team Building, Coaching, Sales, Public Speaking, Training, Marketing, Business Development, Sales Management, Account Management, Sales Process, Sales Operations, Healthcare, Time Management, Selling, Leadership, Entrepreneurship, Social Media Marketing, Contract Negotiation, Social Networking, Negotiation, New Business Development, Management, Strategic Planning, Marketing Strategy, Brazilian Portuguese, CRM, Direct Sales, Strategy, Online Marketing, Strategic Partnerships, Small Business, Start-ups, Lead Generation, B2B, Consulting, Advertising, Business Strategy, Business Planning, Social Media, Salesforce.com, Cold Calling, Email Marketing, Online Advertising, Recruiting, Business Coaching, Troubleshooting, Motivational..., Sales Presentations
Education
San Diego State University-California State University 1984 — 1999
BS, Psychology, Spanish
University High School 1978 — 1982
Psychology
Shaan Kastuar Shaan Kastuar's AXA Advisors Experience July 2013 - November 2013
Job Sales, Sales Ops, and Systems Ops Manager
Industry Hospital & Health Care
Experience
GLO Science Professional September 2014 - Present
ZocDoc May 2014 - September 2014
ZocDoc October 2013 - May 2014
AXA Advisors July 2013 - November 2013
Guitar Center June 2012 - August 2013
International Business Chamber of Commerce April 2012 - December 2012
BNY Mellon May 2011 - August 2011
Chartis May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Research, Marketing, Public Speaking, Customer Service, Project Management, Outlook, Email Marketing, Call Campaigns, eClinical Works, Series 7, Life, Accident, and..., Music Production, Professional Audio, Microsoft Powerpoint, Management, Analysis, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors, Economics, 3.4 GPA
East Brunswick High School 2005 — 2007
GLO Science Professional September 2014 - Present
ZocDoc May 2014 - September 2014
ZocDoc October 2013 - May 2014
AXA Advisors July 2013 - November 2013
Guitar Center June 2012 - August 2013
International Business Chamber of Commerce April 2012 - December 2012
BNY Mellon May 2011 - August 2011
Chartis May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Research, Marketing, Public Speaking, Customer Service, Project Management, Outlook, Email Marketing, Call Campaigns, eClinical Works, Series 7, Life, Accident, and..., Music Production, Professional Audio, Microsoft Powerpoint, Management, Analysis, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors, Economics, 3.4 GPA
East Brunswick High School 2005 — 2007
Sean McConnell Sean McConnell's AXA Advisors Experience January 2013 - May 2014
Job Sales Representative at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery July 2014 - Present
McShea's Restaurant & Bar September 2012 - June 2014
AXA Advisors January 2013 - May 2014
Rastelli Foods Group, Inc. November 2012 - September 2013
Saint Joseph's University February 2012 - August 2013
Skills
Finance, Food Marketing, Microsoft Office, Time Management, Budgets, Microsoft Excel, Team Building, PowerPoint, Leadership, New Business Development, Microsoft Word, Sales Management, Sales, Coaching, Management, Marketing, Public Speaking, Accounting, Financial Analysis, Customer Service, Social Media, Market Research, Social Networking
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Finance and Food Marketing
Malvern Preparatory School 2006 — 2010
High School Diploma
E. & J. Gallo Winery July 2014 - Present
McShea's Restaurant & Bar September 2012 - June 2014
AXA Advisors January 2013 - May 2014
Rastelli Foods Group, Inc. November 2012 - September 2013
Saint Joseph's University February 2012 - August 2013
Skills
Finance, Food Marketing, Microsoft Office, Time Management, Budgets, Microsoft Excel, Team Building, PowerPoint, Leadership, New Business Development, Microsoft Word, Sales Management, Sales, Coaching, Management, Marketing, Public Speaking, Accounting, Financial Analysis, Customer Service, Social Media, Market Research, Social Networking
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Finance and Food Marketing
Malvern Preparatory School 2006 — 2010
High School Diploma
Anthony Abruzzo Anthony Abruzzo's AXA Advisors Experience April 2012 - August 2013
Job Diversified Financial Services Professional
Industry Financial Services
Experience
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Salvatore Cocco Salvatore Cocco's AXA Advisors Experience January 1996 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1996 - Present
Coopers & Lybrand 1978 - 1988
Skills
Financial Planning, Finance, Investments, Estate Planning, Insurance, Strategic Planning, Retirement Planning, Mutual Funds, Management, Securities
Education
Seton Hall University 1973 — 1977
AXA Advisors January 1996 - Present
Coopers & Lybrand 1978 - 1988
Skills
Financial Planning, Finance, Investments, Estate Planning, Insurance, Strategic Planning, Retirement Planning, Mutual Funds, Management, Securities
Education
Seton Hall University 1973 — 1977
Ashley Winkler Ashley Winkler's AXA Advisors Experience June 2009 - September 2009
Job Assistant to World Wide Brand Ambassador
Industry Marketing and Advertising
Experience
Valentino September 2011 - Present
J. Crew Clothing Company September 2010 - May 2011
Modell's Sporting Goods June 2010 - September 2010
Olde Forge East June 2008 - September 2010
AXA Advisors June 2009 - September 2009
Skills
Marketing, Social Media Marketing
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Whippany Park
Valentino September 2011 - Present
J. Crew Clothing Company September 2010 - May 2011
Modell's Sporting Goods June 2010 - September 2010
Olde Forge East June 2008 - September 2010
AXA Advisors June 2009 - September 2009
Skills
Marketing, Social Media Marketing
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Whippany Park
Kent Matson Kent Matson's AXA Advisors Experience June 2008 - March 2010
Job Financial Advisor, CFP, CRPC
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
AXA Advisors June 2008 - March 2010
Education
San Francisco State University 2000 — 2003
BA
Santa Clara University
Merrill Lynch 2010 - Present
AXA Advisors June 2008 - March 2010
Education
San Francisco State University 2000 — 2003
BA
Santa Clara University
Mitchell I. Seigel Mitchell I. Seigel's AXA Advisors Experience October 2012 - February 2013
Job Financial Analyst at Philips Lighting
Industry Financial Services
Experience
Philips Lighting June 2015 - Present
Rutgers Chabad House September 2013 - Present
Pi Kappa Phi Fraternity December 2011 - Present
WallachBeth Capital May 2014 - August 2014
Best Buddies International September 2013 - July 2014
Rutgers Wrestling Club September 2012 - September 2013
Commencement Flowers May 2013 - August 2013
AXA Advisors October 2012 - February 2013
Skills
Critical Thinking, Time Management, Social Networking, PowerPoint, Volunteering, Teamwork, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Environmental Business Economics
Philips Lighting June 2015 - Present
Rutgers Chabad House September 2013 - Present
Pi Kappa Phi Fraternity December 2011 - Present
WallachBeth Capital May 2014 - August 2014
Best Buddies International September 2013 - July 2014
Rutgers Wrestling Club September 2012 - September 2013
Commencement Flowers May 2013 - August 2013
AXA Advisors October 2012 - February 2013
Skills
Critical Thinking, Time Management, Social Networking, PowerPoint, Volunteering, Teamwork, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Environmental Business Economics
Pietro Ruggeri Pietro Ruggeri's AXA Advisors Experience November 2005 - December 2014
Job Managing Director at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners December 2014 - Present
AXA Advisors November 2005 - December 2014
Skills
Retirement Planning, Series 7, Fixed Annuities, Asset Allocation, Mutual Funds, Wealth Management, Strategic Financial..., Training, Portfolio Management, Investment Advisory, Uniform Combined State..., Recruiting, Financial Services, Retirement, Alternative Investments, 401k, Relationship Management, Mentoring, Leadership
Education
Seton Hall University 2001 — 2005
Finance
Bridgewater Raritan HS 1997 — 2001
Allied Wealth Partners December 2014 - Present
AXA Advisors November 2005 - December 2014
Skills
Retirement Planning, Series 7, Fixed Annuities, Asset Allocation, Mutual Funds, Wealth Management, Strategic Financial..., Training, Portfolio Management, Investment Advisory, Uniform Combined State..., Recruiting, Financial Services, Retirement, Alternative Investments, 401k, Relationship Management, Mentoring, Leadership
Education
Seton Hall University 2001 — 2005
Finance
Bridgewater Raritan HS 1997 — 2001
Moshie Horn Moshie Horn's AXA Advisors Experience January 2010 - September 2011
Job Investor Relations at Cardis International
Industry Investment Banking
Experience
Cardis International September 2011 - Present
H Group NY LLC. December 2008 - Present
AXA Advisors January 2010 - September 2011
Skills
Syndications, Real Estate, Marketing, Investments, Real Estate Investor, Real Estate Transactions, Real Estate Development, Social Media Marketing, Private Equity, Public Relations, Finance, Venture Capital, Fundraising, Management, Commercial Real Estate, Microsoft Excel, PowerPoint, QuickBooks, Social Media, Nonprofits, Budgets, Google Analytics, Advertising, Facebook, Media Planning, Media Relations, Microsoft Word, Small Business, Alternative Investments, Constant Contact, Analysis, Investors, EMT, Hootsuite, Licensed Life & Health...
Education
Seton Hall University 2010 — 2011
Master of Business Administration (MBA), Finance and Marketing, magna cum laude
Israel Torah Research Institute 2007 — 2010
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Cardis International September 2011 - Present
H Group NY LLC. December 2008 - Present
AXA Advisors January 2010 - September 2011
Skills
Syndications, Real Estate, Marketing, Investments, Real Estate Investor, Real Estate Transactions, Real Estate Development, Social Media Marketing, Private Equity, Public Relations, Finance, Venture Capital, Fundraising, Management, Commercial Real Estate, Microsoft Excel, PowerPoint, QuickBooks, Social Media, Nonprofits, Budgets, Google Analytics, Advertising, Facebook, Media Planning, Media Relations, Microsoft Word, Small Business, Alternative Investments, Constant Contact, Analysis, Investors, EMT, Hootsuite, Licensed Life & Health...
Education
Seton Hall University 2010 — 2011
Master of Business Administration (MBA), Finance and Marketing, magna cum laude
Israel Torah Research Institute 2007 — 2010
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Alexis Winterborne Alexis Winterborne's AXA Advisors Experience October 2013 - May 2014
Job Aspiring Marketer in Events and Social Media
Industry Marketing and Advertising
Experience
Power Home Remodeling Group June 2014 - December 2014
Cactus Cantina April 2013 - June 2014
AXA Advisors October 2013 - May 2014
ADVENT Consulting, LLC May 2013 - August 2013
Texas Roadhouse June 2012 - September 2012
Wawa, Inc. June 2011 - August 2012
Dance and Fitness March 2009 - June 2012
Skills
Teamwork, Customer Satisfaction, Social Networking, Customer Service, Social Media, Microsoft Excel, Advertising, Microsoft Applications, Sales&Marketing, Time Management, Writing, Presentations, Communicative Skills, Promotions, Event Planning, Corporate Events, Facebook, Recruiting, Marketing, Communication, Microsoft Office, PowerPoint, Customer Insight, Customer Relations
Education
Saint Joseph's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
Sacred Heart High school 2007 — 2011
Power Home Remodeling Group June 2014 - December 2014
Cactus Cantina April 2013 - June 2014
AXA Advisors October 2013 - May 2014
ADVENT Consulting, LLC May 2013 - August 2013
Texas Roadhouse June 2012 - September 2012
Wawa, Inc. June 2011 - August 2012
Dance and Fitness March 2009 - June 2012
Skills
Teamwork, Customer Satisfaction, Social Networking, Customer Service, Social Media, Microsoft Excel, Advertising, Microsoft Applications, Sales&Marketing, Time Management, Writing, Presentations, Communicative Skills, Promotions, Event Planning, Corporate Events, Facebook, Recruiting, Marketing, Communication, Microsoft Office, PowerPoint, Customer Insight, Customer Relations
Education
Saint Joseph's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
Sacred Heart High school 2007 — 2011
Joyce Reitman's AXA Advisors Experience February 2007 - November 2010
Job
Industry Internet
Experience
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Anthony Matacale's AXA Advisors Experience 2003 - 2004
Job Statistician / Analyst at U.S. Census Bureau
Industry Research
Experience
U.S. Census Bureau June 2004 - Present
AXA Advisors 2003 - 2004
Skills
Project Management, Data Analysis, SAS programming, Recruiting, Customer Service, Editing, Research, Microsoft Excel, Microsoft Office, Analysis, Social Media, PowerPoint, Fundraising, Public Speaking, Strategic Planning, Technical Publication
Education
Saint Bonaventure University 1998 — 2003
Master of Business Administration (MBA), Accounting and Finance
U.S. Census Bureau June 2004 - Present
AXA Advisors 2003 - 2004
Skills
Project Management, Data Analysis, SAS programming, Recruiting, Customer Service, Editing, Research, Microsoft Excel, Microsoft Office, Analysis, Social Media, PowerPoint, Fundraising, Public Speaking, Strategic Planning, Technical Publication
Education
Saint Bonaventure University 1998 — 2003
Master of Business Administration (MBA), Accounting and Finance
Peter Tornatore's AXA Advisors Experience April 2006 - October 2006
Job Financial Service Professional at New York Life
Industry Financial Services
Experience
New York Life October 2006 - Present
AXA Advisors April 2006 - October 2006
Education
Seton Hall University 1999 — 2003
New York Life October 2006 - Present
AXA Advisors April 2006 - October 2006
Education
Seton Hall University 1999 — 2003
Chad Bodine's AXA Advisors Experience January 2002 - April 2004
Job Development at Bodine Construction Inc
Industry Construction
Experience
Bodine Construction Inc March 2014 - Present
Allianz Global Investors Capital June 2008 - March 2014
TD Ameritrade April 2004 - June 2008
AXA Advisors January 2002 - April 2004
Skills
Series 7, Equities, Bloomberg, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Sales, Investment Management, Mutual Funds, Securities, Finance, Asset Management, Wealth Management, Financial Services, Management, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Financial Modeling
Education
San Diego State University-California State University 2005 — 2006
MSBA, Finance
University of Arizona, Eller College of Management 1997 — 2001
BSBA, Finance
Bishop Ryan High School 1990 — 1997
Bodine Construction Inc March 2014 - Present
Allianz Global Investors Capital June 2008 - March 2014
TD Ameritrade April 2004 - June 2008
AXA Advisors January 2002 - April 2004
Skills
Series 7, Equities, Bloomberg, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Sales, Investment Management, Mutual Funds, Securities, Finance, Asset Management, Wealth Management, Financial Services, Management, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Financial Modeling
Education
San Diego State University-California State University 2005 — 2006
MSBA, Finance
University of Arizona, Eller College of Management 1997 — 2001
BSBA, Finance
Bishop Ryan High School 1990 — 1997
Kenneth Loehlein's AXA Advisors Experience January 2003 - Present
Job Owner, AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2003 - Present
Education
Saint John's University 1995 — 1999
AXA Advisors January 2003 - Present
Education
Saint John's University 1995 — 1999
David A. Lopez's AXA Advisors Experience January 2007 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Harness Advisors, LLC. April 2015 - Present
MassMutual Financial Group January 2014 - August 2015
First Niagara Bank August 2012 - January 2014
JPMorgan Chase 2008 - 2012
AXA Advisors January 2007 - April 2008
Sterling National Bank (formerly Provident Bank New York) 2004 - 2006
Skills
Employee Benefits, Executive Benefits, Fixed Annuities, Life Insurance, Personal Life Insurance, Key Person Insurance, Disability Insurance, Disability Income..., Group Benefits, Long Term Care Insurance
Education
School of Visual Arts 1999 — 2004
Graphic Design
Monroe-Woodbury 1995 — 1999
Monroe-Woodbury 1995 — 1999
Harness Advisors, LLC. April 2015 - Present
MassMutual Financial Group January 2014 - August 2015
First Niagara Bank August 2012 - January 2014
JPMorgan Chase 2008 - 2012
AXA Advisors January 2007 - April 2008
Sterling National Bank (formerly Provident Bank New York) 2004 - 2006
Skills
Employee Benefits, Executive Benefits, Fixed Annuities, Life Insurance, Personal Life Insurance, Key Person Insurance, Disability Insurance, Disability Income..., Group Benefits, Long Term Care Insurance
Education
School of Visual Arts 1999 — 2004
Graphic Design
Monroe-Woodbury 1995 — 1999
Monroe-Woodbury 1995 — 1999
Lisa Haines's AXA Advisors Experience July 2005 - July 2007
Job Vice President, Retail Sales Manager, Chemical Bank
Industry Financial Services
Experience
Chemical Bank July 2007 - Present
AXA Advisors July 2005 - July 2007
Midland Public Schools August 2004 - June 2006
Saginaw Valley State University August 2000 - December 2004
Skills
Banking, Retail Banking, Risk Management, Coaching, Leadership, Sales, Budgets, Customer Service, Financial Analysis, Team Building, Strategy, Management, Leadership Development, Finance, Business Strategy, Business Development, Training, Insurance, Team Leadership, Investments, Time Management, Branch Management, Financial Services, Performance Management, Public Speaking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Loans
Education
MBA Perry School of Banking 2011 — 2013
Certificate, Banking
Saginaw Valley State University 2000 — 2004
Secondary Education Teaching Certificate, Social Studies endorsement
Saginaw Valley State University 1990 — 1993
Bachelor of Arts, Criminal Justice and Political Science
Chemical Bank July 2007 - Present
AXA Advisors July 2005 - July 2007
Midland Public Schools August 2004 - June 2006
Saginaw Valley State University August 2000 - December 2004
Skills
Banking, Retail Banking, Risk Management, Coaching, Leadership, Sales, Budgets, Customer Service, Financial Analysis, Team Building, Strategy, Management, Leadership Development, Finance, Business Strategy, Business Development, Training, Insurance, Team Leadership, Investments, Time Management, Branch Management, Financial Services, Performance Management, Public Speaking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Loans
Education
MBA Perry School of Banking 2011 — 2013
Certificate, Banking
Saginaw Valley State University 2000 — 2004
Secondary Education Teaching Certificate, Social Studies endorsement
Saginaw Valley State University 1990 — 1993
Bachelor of Arts, Criminal Justice and Political Science
David Mumford's AXA Advisors Experience March 2000 - April 2002
Job Developer II at Anthem
Industry Hospital & Health Care
Experience
Anthem, Inc. August 2014 - Present
Phoenix Healthcare Management Services July 2013 - August 2014
Humana December 2010 - July 2013
iHealth Technologies May 2006 - November 2010
Northside Hospital March 2005 - May 2006
GreenPoint Bank November 2002 - March 2005
AXA Advisors March 2000 - April 2002
Equifax March 1997 - March 2000
TheraTx 1995 - 1999
Skills
SQL, Access, Data Analysis, Analysis, Software Documentation, Process Improvement, Medicare, Business Analysis, Visio, Data Warehousing, Oracle, Troubleshooting, HIPAA, Microsoft Excel, Healthcare Information...
Education
Shorter University 1994 — 1997
BS, Business Administration
University of Toledo 1986 — 1988
Associate, Business Management
Anthem, Inc. August 2014 - Present
Phoenix Healthcare Management Services July 2013 - August 2014
Humana December 2010 - July 2013
iHealth Technologies May 2006 - November 2010
Northside Hospital March 2005 - May 2006
GreenPoint Bank November 2002 - March 2005
AXA Advisors March 2000 - April 2002
Equifax March 1997 - March 2000
TheraTx 1995 - 1999
Skills
SQL, Access, Data Analysis, Analysis, Software Documentation, Process Improvement, Medicare, Business Analysis, Visio, Data Warehousing, Oracle, Troubleshooting, HIPAA, Microsoft Excel, Healthcare Information...
Education
Shorter University 1994 — 1997
BS, Business Administration
University of Toledo 1986 — 1988
Associate, Business Management
Ed Pavel's AXA Advisors Experience September 2012 - Present
Job Financial Consultant at AXAAdvisors
Industry Insurance
Experience
AXA-Advisors September 2012 - Present
Bankers Life & Casualty October 2011 - September 2012
LGP Business Services,LLC June 2010 - October 2011
Financial Strategist 2007 - 2010
Skills
Fixed Annuities, Accounting, Risk Management, Finance, Financial Analysis, Investments, Alternative Investments, Mutual Funds, Portfolio Management, Insurance, Asset Management, Management, Securities, Strategic Financial..., Wealth Management, Retirement Planning, Equities, Asset Allocation, Investment Advisory, Financial Advisory, Retirement, Investment Strategies, Series 7, ETFs, Series 63, 401k
Education
Seton Hall University 1977 — 1981
Bachelor of Science (BS), Chemistry
AXA-Advisors September 2012 - Present
Bankers Life & Casualty October 2011 - September 2012
LGP Business Services,LLC June 2010 - October 2011
Financial Strategist 2007 - 2010
Skills
Fixed Annuities, Accounting, Risk Management, Finance, Financial Analysis, Investments, Alternative Investments, Mutual Funds, Portfolio Management, Insurance, Asset Management, Management, Securities, Strategic Financial..., Wealth Management, Retirement Planning, Equities, Asset Allocation, Investment Advisory, Financial Advisory, Retirement, Investment Strategies, Series 7, ETFs, Series 63, 401k
Education
Seton Hall University 1977 — 1981
Bachelor of Science (BS), Chemistry
Stephen Benevento, AIF®'s AXA Advisors Experience April 2000 - March 2011
Job Sales Manager Advisory Consulting
Industry Financial Services
Experience
LPL Financial May 2011 - Present
AXA Advisors April 2000 - March 2011
Skills
Series 7, Equities, Series 63, Investments, Mutual Funds, Equity Trading, Bloomberg, Hedge Funds, Asset Managment, Life Insurance, Series 65, Fixed Annuities, Variable Annuities, Health Insurance, Zephyr Style Advisor, WebEx, Securities, Asset Management, FINRA
Education
Saint Michael's College 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Garden City High School 1990 — 1993
LPL Financial May 2011 - Present
AXA Advisors April 2000 - March 2011
Skills
Series 7, Equities, Series 63, Investments, Mutual Funds, Equity Trading, Bloomberg, Hedge Funds, Asset Managment, Life Insurance, Series 65, Fixed Annuities, Variable Annuities, Health Insurance, Zephyr Style Advisor, WebEx, Securities, Asset Management, FINRA
Education
Saint Michael's College 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Garden City High School 1990 — 1993
Marvin Andrews's AXA Advisors Experience January 2008 - May 2010
Job Michelin Territory Manager
Industry Transportation/Trucking/Railroad
Experience
Michelin September 2011 - Present
Genworth Financial May 2010 - August 2011
AXA Advisors January 2008 - May 2010
Central Transport January 2007 - November 2007
BKM Rources, Inc. March 2006 - December 2006
Jevic Transportation March 2004 - March 2006
Roadway Express October 1998 - April 2004
Morgan Stanley Dean Witter September 1993 - October 1998
Skills
Business Development, Customer Service, New Business Development, Sales, Sales Operations, Insurance, Management, Sales Management, Team Building, Training, Strategic Planning, Pricing, Negotiation
Education
Saint Peter's University 1987 — 1991
BS, Marketing
Lakewood High School 1983 — 1987
Academic
Michelin September 2011 - Present
Genworth Financial May 2010 - August 2011
AXA Advisors January 2008 - May 2010
Central Transport January 2007 - November 2007
BKM Rources, Inc. March 2006 - December 2006
Jevic Transportation March 2004 - March 2006
Roadway Express October 1998 - April 2004
Morgan Stanley Dean Witter September 1993 - October 1998
Skills
Business Development, Customer Service, New Business Development, Sales, Sales Operations, Insurance, Management, Sales Management, Team Building, Training, Strategic Planning, Pricing, Negotiation
Education
Saint Peter's University 1987 — 1991
BS, Marketing
Lakewood High School 1983 — 1987
Academic
Brian Matthew's AXA Advisors Experience June 2007 - August 2009
Job Vice President of Operations at Aden & Anais, Inc.
Industry Wholesale
Experience
Aden & Anais, Inc. January 2014 - Present
Aden & Anais, Inc. November 2012 - December 2013
Aden & Anais, Inc. September 2010 - October 2012
Aden & Anais, Inc. August 2009 - August 2010
AXA Advisors June 2007 - August 2009
Skills
Management, Sales, Process Improvement, Account Management, Strategic Planning, Sales Management, Customer Service, Forecasting, New Business Development, Budgets, Sales Operations, Cross-functional Team..., Business Strategy, Business Development, Project Management, Marketing, CRM, Change Management, Retail, Vendor Management, Selling, Inventory Management
Education
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), History
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Aden & Anais, Inc. January 2014 - Present
Aden & Anais, Inc. November 2012 - December 2013
Aden & Anais, Inc. September 2010 - October 2012
Aden & Anais, Inc. August 2009 - August 2010
AXA Advisors June 2007 - August 2009
Skills
Management, Sales, Process Improvement, Account Management, Strategic Planning, Sales Management, Customer Service, Forecasting, New Business Development, Budgets, Sales Operations, Cross-functional Team..., Business Strategy, Business Development, Project Management, Marketing, CRM, Change Management, Retail, Vendor Management, Selling, Inventory Management
Education
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), History
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Shiraj Ganguly's AXA Advisors Experience August 2010 - December 2013
Job Front End Engineer at Prolific Interactive
Industry Computer Software
Experience
Prolific Interactive February 2015 - Present
Dev Bootcamp November 2014 - February 2015
Trackmaster.me September 2014 - October 2014
AXA Advisors August 2010 - December 2013
SMERC Design September 2009 - April 2010
Corporate Computer Solutions of Staten Island March 2009 - October 2009
Circuit City 2008 - March 2009
World Leaders Entertainment 2008 - 2008
Skills
JavaScript, Ruby, CSS, Ruby on Rails, Web Development, Git, Linux Desktop, HTML5, jQuery, AJAX, ActiveRecord, Heroku, Computer Hardware..., SQL, HTML, Photoshop, Web Design, PostgreSQL, OOP, Vegetarian Cooking, Carpentry, Street Theatre, Event Management, Sustainable Gardening, Weather Forecasting, Career Counseling
Education
Dev Bootcamp 2014 — 2014
Web Development
School of Visual Arts 2004 — 2008
BFA, Illustration
Prolific Interactive February 2015 - Present
Dev Bootcamp November 2014 - February 2015
Trackmaster.me September 2014 - October 2014
AXA Advisors August 2010 - December 2013
SMERC Design September 2009 - April 2010
Corporate Computer Solutions of Staten Island March 2009 - October 2009
Circuit City 2008 - March 2009
World Leaders Entertainment 2008 - 2008
Skills
JavaScript, Ruby, CSS, Ruby on Rails, Web Development, Git, Linux Desktop, HTML5, jQuery, AJAX, ActiveRecord, Heroku, Computer Hardware..., SQL, HTML, Photoshop, Web Design, PostgreSQL, OOP, Vegetarian Cooking, Carpentry, Street Theatre, Event Management, Sustainable Gardening, Weather Forecasting, Career Counseling
Education
Dev Bootcamp 2014 — 2014
Web Development
School of Visual Arts 2004 — 2008
BFA, Illustration
Branay Haskins's AXA Advisors Experience May 2005 - January 2009
Job Office Adminstrator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2005 - January 2009
Education
Saint Leo University 2008 — 2010
BA Business, Accounting
AXA Advisors May 2005 - January 2009
Education
Saint Leo University 2008 — 2010
BA Business, Accounting
Adam DeMarzo's AXA Advisors Experience 2008 - 2011
Job Strategic Account Executive at OptumRx
Industry Pharmaceuticals
Experience
OptumRx January 2015 - Present
Prescription Corporation of America 2012 - 2014
Prescription Corporation of America (PCA) 2011 - 2012
AXA Advisors 2008 - 2011
Lightning Entertainment 2007 - 2010
Champion Mortgage 1999 - 2007
Unpardonable Entertainment 1999 - 2004
Skills
Loans, Insurance, Mortgage Lending, Retirement Planning, Investments, Credit, Underwriting, Banking, Strategic Financial..., New Business Development, Team Building, Mutual Funds, Financial Services, Risk Management, Customer Service, Series 7, Sales, Portfolio Management, Relationship Management, Marketing, Finance, Process Improvement, Employee Benefits, Financial Analysis
Education
Seton Hall University 1994 — 1998
BA, Social and Behavioral Studies
Morris Catholic High School 1990 — 1994
OptumRx January 2015 - Present
Prescription Corporation of America 2012 - 2014
Prescription Corporation of America (PCA) 2011 - 2012
AXA Advisors 2008 - 2011
Lightning Entertainment 2007 - 2010
Champion Mortgage 1999 - 2007
Unpardonable Entertainment 1999 - 2004
Skills
Loans, Insurance, Mortgage Lending, Retirement Planning, Investments, Credit, Underwriting, Banking, Strategic Financial..., New Business Development, Team Building, Mutual Funds, Financial Services, Risk Management, Customer Service, Series 7, Sales, Portfolio Management, Relationship Management, Marketing, Finance, Process Improvement, Employee Benefits, Financial Analysis
Education
Seton Hall University 1994 — 1998
BA, Social and Behavioral Studies
Morris Catholic High School 1990 — 1994
Khalid Fazel's AXA Advisors Experience June 2009 - December 2009
Job AuditorAppraiser at County of Santa Clara Passed 4 Parts of The CPA Exam
Industry Accounting
Experience
County of Santa Clara December 2013 - Present
County of Santa Clara December 2013 - Present
County of Santa Clara June 2013 - December 2013
County of Santa Clara May 2012 - May 2013
Ashford University January 2010 - August 2011
AXA Advisors June 2009 - December 2009
Skills
Finance, Marketing, Management, Customer Service, Accounting, Recruiting, Microsoft Excel, Portfolio Management, Accounts Payable, Invoicing, Auditing, Accounts Receivable, Microsoft Office
Education
Santa Clara University 2011 — 2012
CAAP, Accounting
San Diego State University-California State University 2004 — 2008
B.S. Finance, Finance
County of Santa Clara December 2013 - Present
County of Santa Clara December 2013 - Present
County of Santa Clara June 2013 - December 2013
County of Santa Clara May 2012 - May 2013
Ashford University January 2010 - August 2011
AXA Advisors June 2009 - December 2009
Skills
Finance, Marketing, Management, Customer Service, Accounting, Recruiting, Microsoft Excel, Portfolio Management, Accounts Payable, Invoicing, Auditing, Accounts Receivable, Microsoft Office
Education
Santa Clara University 2011 — 2012
CAAP, Accounting
San Diego State University-California State University 2004 — 2008
B.S. Finance, Finance
Cardel Locke's AXA Advisors Experience December 2011 - Present
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Free Flite bicycles March 2009 - October 2011
Bristol Realty Partners March 2007 - August 2008
JPMorgan Chase June 2005 - April 2006
Deutsche Bank May 2002 - March 2005
AT&T June 1989 - March 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Managerial Finance, Budgets, Financial Accounting, Strategic Financial...
Education
Seton Hall University 1993 — 1997
Master of Business Administration (MBA), Finance, General
The College of New Jersey 1984 — 1989
Bachelors of Science, Accounting
AXA Advisors December 2011 - Present
Free Flite bicycles March 2009 - October 2011
Bristol Realty Partners March 2007 - August 2008
JPMorgan Chase June 2005 - April 2006
Deutsche Bank May 2002 - March 2005
AT&T June 1989 - March 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Managerial Finance, Budgets, Financial Accounting, Strategic Financial...
Education
Seton Hall University 1993 — 1997
Master of Business Administration (MBA), Finance, General
The College of New Jersey 1984 — 1989
Bachelors of Science, Accounting
Fatima Latif's AXA Advisors Experience 2000 - 2001
Job Field Executive at Girl Scouts Heart of New Jersey
Industry Nonprofit Organization Management
Experience
Girl Scouts Heart of New Jersey 2008 - Present
Girl Scouts Heart of New Jersey Council April 2005 - Present
Girl Scouts Heart of New Jersey April 2005 - Present
Girl Scouts Washington Rock 2005 - 2008
AXA Advisors 2000 - 2001
AXA Advisors 2000 - 2001
Skills
Volunteer Management, Customer Service, Nonprofits, Event Planning, Fundraising, Grant Writing, Public Speaking, Recruiting, Public Relations, Non-profits, Community Outreach, Strategic Planning, Program Development, Community Development, Social Networking, Marketing, Research, Grants, Leadership Development, Leadership, Social Media, Administration, Youth Development, Program Management, Event Management, Editing, Program Evaluation, Press Releases, Management, Non-profit..., Teaching, Proposal Writing, Board Development
Education
Saint Joseph's University 2001 — 2005
BA, International Relations, Political Science
Girl Scouts Heart of New Jersey 2008 - Present
Girl Scouts Heart of New Jersey Council April 2005 - Present
Girl Scouts Heart of New Jersey April 2005 - Present
Girl Scouts Washington Rock 2005 - 2008
AXA Advisors 2000 - 2001
AXA Advisors 2000 - 2001
Skills
Volunteer Management, Customer Service, Nonprofits, Event Planning, Fundraising, Grant Writing, Public Speaking, Recruiting, Public Relations, Non-profits, Community Outreach, Strategic Planning, Program Development, Community Development, Social Networking, Marketing, Research, Grants, Leadership Development, Leadership, Social Media, Administration, Youth Development, Program Management, Event Management, Editing, Program Evaluation, Press Releases, Management, Non-profit..., Teaching, Proposal Writing, Board Development
Education
Saint Joseph's University 2001 — 2005
BA, International Relations, Political Science
Dominick Abramo's AXA Advisors Experience September 2009 - December 2009
Job Account Executive at Forever Collectibles
Industry Financial Services
Experience
Forever Collectibles September 2015 - Present
Forever Collectibles March 2010 - September 2015
AXA Advisors September 2009 - December 2009
Axelon Services May 2009 - September 2009
The Hoop Group October 2008 - June 2009
Seton Hall University September 2006 - May 2009
Department of Homeless Services May 2008 - August 2008
Skills
Sports Management, Sports, Sports Marketing, Social Media, Facebook
Education
Seton Hall University 2006 — 2010
Bachelors, Finance, Sport Mangement
Forever Collectibles September 2015 - Present
Forever Collectibles March 2010 - September 2015
AXA Advisors September 2009 - December 2009
Axelon Services May 2009 - September 2009
The Hoop Group October 2008 - June 2009
Seton Hall University September 2006 - May 2009
Department of Homeless Services May 2008 - August 2008
Skills
Sports Management, Sports, Sports Marketing, Social Media, Facebook
Education
Seton Hall University 2006 — 2010
Bachelors, Finance, Sport Mangement
Jennifer Jank's AXA Advisors Experience April 2009 - June 2010
Job Certified Financial Planner™ Professional at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2010 - Present
AXA Advisors April 2009 - June 2010
Interactive Data August 2006 - November 2008
DuPont July 2004 - July 2006
Strategic Insight (Mutual Fund Consulting) January 2002 - July 2004
UBS Wealth Management July 1998 - December 2001
Skills
Certified Financial..., Maintaining Strong..., Retirement Planning, Strategic Planning, Business Process...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Rutgers University-New Brunswick 1990 — 1995
BA, Physics, Political Science
University of California, Los Angeles
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2010 - Present
AXA Advisors April 2009 - June 2010
Interactive Data August 2006 - November 2008
DuPont July 2004 - July 2006
Strategic Insight (Mutual Fund Consulting) January 2002 - July 2004
UBS Wealth Management July 1998 - December 2001
Skills
Certified Financial..., Maintaining Strong..., Retirement Planning, Strategic Planning, Business Process...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Rutgers University-New Brunswick 1990 — 1995
BA, Physics, Political Science
University of California, Los Angeles
Chris VanVynck's AXA Advisors Experience February 2006 - September 2007
Job VP Private Client Advisor Jpmorgan Chase Bank N.A.
Industry Financial Services
Experience
Jpmorgan Chase Bank NA October 2009 - Present
Smith Barney October 2007 - July 2009
AXA Advisors February 2006 - September 2007
Education
Sacred Heart University 2001 — 2004
Bachelors of Science, Finance and Business Mangement
Jpmorgan Chase Bank NA October 2009 - Present
Smith Barney October 2007 - July 2009
AXA Advisors February 2006 - September 2007
Education
Sacred Heart University 2001 — 2004
Bachelors of Science, Finance and Business Mangement
Lina Savickaite's AXA Advisors Experience March 2013 - Present
Job Executive Assistant
Industry Financial Services
Experience
AXA Advisors March 2013 - Present
Stivers Staffing Services June 2011 - February 2013
CVS Caremark Corporation October 2009 - June 2011
Securitas Security Services USA, Inc. October 2004 - July 2009
Securitas Security Services USA, Inc. June 2003 - October 2004
Skills
Calendaring, Organizational..., Travel Management, Receptionist Duties, Human Resources, Time Management, Recruiting, Management, Public Relations, Interviews, Training, Employee Benefits, Payroll, CRM, Policy, Marketing, Accounting, Personnel Management, Deferred Compensation, Program Management, New Hire Orientations, Research, Leadership, Social Media, Customer Service, Professional..., Coaching, Temporary Placement, Talent Management, Employment Law, Onboarding, Underwriting, QuickBooks
Education
University of Phoenix 2009 — 2011
BA, Business Management
Santa Monica College 2007 — 2009
Associate's degree, Psychology
AXA Advisors March 2013 - Present
Stivers Staffing Services June 2011 - February 2013
CVS Caremark Corporation October 2009 - June 2011
Securitas Security Services USA, Inc. October 2004 - July 2009
Securitas Security Services USA, Inc. June 2003 - October 2004
Skills
Calendaring, Organizational..., Travel Management, Receptionist Duties, Human Resources, Time Management, Recruiting, Management, Public Relations, Interviews, Training, Employee Benefits, Payroll, CRM, Policy, Marketing, Accounting, Personnel Management, Deferred Compensation, Program Management, New Hire Orientations, Research, Leadership, Social Media, Customer Service, Professional..., Coaching, Temporary Placement, Talent Management, Employment Law, Onboarding, Underwriting, QuickBooks
Education
University of Phoenix 2009 — 2011
BA, Business Management
Santa Monica College 2007 — 2009
Associate's degree, Psychology
Penney Flores's AXA Advisors Experience 2004 - 2005
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2010 - Present
Allstate Financial May 2009 - January 2010
AmTrust Bank 2007 - 2008
JPMorgan Chase 2005 - 2007
AXA Advisors 2004 - 2005
Thrivent Financial for Lutherans 2003 - 2004
Teachers' Pal 1999 - 2003
Education
San Diego State University-California State University 1976 — 1981
AB, Liberal Studies
Vanguard November 2010 - Present
Allstate Financial May 2009 - January 2010
AmTrust Bank 2007 - 2008
JPMorgan Chase 2005 - 2007
AXA Advisors 2004 - 2005
Thrivent Financial for Lutherans 2003 - 2004
Teachers' Pal 1999 - 2003
Education
San Diego State University-California State University 1976 — 1981
AB, Liberal Studies
Pat McEvoy's AXA Advisors Experience 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2009 - Present
Education
Saint Joseph's University 2005 — 2009
BA, Business
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BA, Management
AXA Advisors 2009 - Present
Education
Saint Joseph's University 2005 — 2009
BA, Business
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BA, Management
Patrick Morris, ChFC, CLU's AXA Advisors Experience November 1981 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 1981 - Present
Skills
Wharton Certificate in..., Investments, Retirement Planning, Retirement, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Estate Planning, Fixed Annuities, IRAs, Asset Management, Pensions, Insurance, Alternative Investments, Series 6, Portfolio Management, Fixed Income, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1981
Bachelor of Arts (BA), Economics
Saint Joseph's High School 1972 — 1976
AXA Advisors November 1981 - Present
Skills
Wharton Certificate in..., Investments, Retirement Planning, Retirement, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Estate Planning, Fixed Annuities, IRAs, Asset Management, Pensions, Insurance, Alternative Investments, Series 6, Portfolio Management, Fixed Income, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1981
Bachelor of Arts (BA), Economics
Saint Joseph's High School 1972 — 1976
Thomas LaPointe's AXA Advisors Experience April 2009 - June 2013
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
AXA Advisors April 2009 - June 2013
MetLife Financial Services October 2005 - January 2009
MetLife Financial Services August 2001 - October 2005
Education
Sacred Heart University 1996 — 2000
BS, Business & Finance
Ameriprise Financial Services, Inc. June 2013 - Present
AXA Advisors April 2009 - June 2013
MetLife Financial Services October 2005 - January 2009
MetLife Financial Services August 2001 - October 2005
Education
Sacred Heart University 1996 — 2000
BS, Business & Finance
Jonathan Weidner's AXA Advisors Experience March 2012 - September 2012
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2014 - Present
J.P. Morgan March 2013 - April 2014
AXA Advisors March 2012 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance
LaSalle College High School 2004 — 2008
Morgan Stanley Investment Management April 2014 - Present
J.P. Morgan March 2013 - April 2014
AXA Advisors March 2012 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance
LaSalle College High School 2004 — 2008
Barbara Grosse's AXA Advisors Experience 2007 - 2009
Job Retirements Servicees at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
COUNTRY® Financial October 2009 - May 2012
Edward Jones 2008 - 2009
AXA Advisors 2007 - 2009
Education
Saint Louis University
Southeast Missouri State University
Edward Jones May 2012 - Present
COUNTRY® Financial October 2009 - May 2012
Edward Jones 2008 - 2009
AXA Advisors 2007 - 2009
Education
Saint Louis University
Southeast Missouri State University
Mike Palczuk's AXA Advisors Experience 2000 - 2009
Job Sr. Financial Rep., Princor Registered Rep., Investment Adviser Rep. at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Charles S Harrison's AXA Advisors Experience October 2004 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors October 2004 - Present
Skills
Financial needs analysis, Tax sheltered plans..., Employee benefit plans, Executive benefit plans, Family and business..., Charitable giving...
Education
Santa Clara University 1989 — 1993
Liberal Arts major, Business minor, Theater Arts- technical emphasis, General business courses
St. Ignatius Colleg Prep SF
AXA Advisors October 2004 - Present
Skills
Financial needs analysis, Tax sheltered plans..., Employee benefit plans, Executive benefit plans, Family and business..., Charitable giving...
Education
Santa Clara University 1989 — 1993
Liberal Arts major, Business minor, Theater Arts- technical emphasis, General business courses
St. Ignatius Colleg Prep SF
Richard B. Yust, ChFC,CLU's AXA Advisors Experience January 1985 - April 2009
Job Managing Sales Director,MetLife
Industry Financial Services
Experience
MetLife January 2010 - Present
AXA Advisors January 1985 - April 2009
Skills
Sales Management, Recruitment/Retention, Financial Planning, Wealth Management, Securities, Insurance, Strategic Financial..., Investments, Investment Advisory, Series 6, Series 7, Retirement Planning, Life Insurance
Education
Saint Louis University
Bachelor of Arts (B.A.), Marketing and Business
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program
MetLife January 2010 - Present
AXA Advisors January 1985 - April 2009
Skills
Sales Management, Recruitment/Retention, Financial Planning, Wealth Management, Securities, Insurance, Strategic Financial..., Investments, Investment Advisory, Series 6, Series 7, Retirement Planning, Life Insurance
Education
Saint Louis University
Bachelor of Arts (B.A.), Marketing and Business
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program
Jacob Vanderpuye's AXA Advisors Experience December 2007 - July 2008
Job Finance Professional
Industry Financial Services
Experience
SunTrust 2013 - Present
SATIG LLC January 2012 - Present
Capital One August 2008 - January 2012
Capital One August 2008 - January 2012
AXA Advisors December 2007 - July 2008
UBA February 2004 - May 2006
Standard Chartered Bank February 2002 - January 2004
Skills
Financial Analysis, Investments, Banking, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets, Private Equity, Valuation, Risk Management, Financial Risk, Credit, Equities, Capital Markets, Credit Risk, Analysis, Financial Services, Investment Banking, Trading, Structured Finance, Credit Analysis
Education
University of Leicester Business Sch. 1999 — 2001
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Ghana 1994 — 1998
Bachelor of Science (BSc)
St. Peter's College
SunTrust 2013 - Present
SATIG LLC January 2012 - Present
Capital One August 2008 - January 2012
Capital One August 2008 - January 2012
AXA Advisors December 2007 - July 2008
UBA February 2004 - May 2006
Standard Chartered Bank February 2002 - January 2004
Skills
Financial Analysis, Investments, Banking, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets, Private Equity, Valuation, Risk Management, Financial Risk, Credit, Equities, Capital Markets, Credit Risk, Analysis, Financial Services, Investment Banking, Trading, Structured Finance, Credit Analysis
Education
University of Leicester Business Sch. 1999 — 2001
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Ghana 1994 — 1998
Bachelor of Science (BSc)
St. Peter's College
Evan Gates's AXA Advisors Experience December 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Société Générale August 2011 - November 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP June 2010 - August 2010
Skills
Retirement Planning, Estate Planning, Financial Needs Analysis, Life Insurance..., Business Succession..., Group Health Insurance..., Asset Management, College Education...
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Financial Management
Ridge High School
AXA Advisors December 2014 - Present
Société Générale August 2011 - November 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP June 2010 - August 2010
Skills
Retirement Planning, Estate Planning, Financial Needs Analysis, Life Insurance..., Business Succession..., Group Health Insurance..., Asset Management, College Education...
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Financial Management
Ridge High School
Amanda (Resendez) Palmer's AXA Advisors Experience July 2012 - January 2015
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
AXA Advisors July 2012 - January 2015
Skills
Retirement Planning, Client Education, Life Insurance, Tax Sheltered Annuities, Growth Investing, College Education...
Education
Sam Houston State University 2007 — 2011
Bachelor's Degree, Bachelor of Business Administration (BBA), Business Communications, Music
UBS Wealth Management February 2015 - Present
AXA Advisors July 2012 - January 2015
Skills
Retirement Planning, Client Education, Life Insurance, Tax Sheltered Annuities, Growth Investing, College Education...
Education
Sam Houston State University 2007 — 2011
Bachelor's Degree, Bachelor of Business Administration (BBA), Business Communications, Music
Justin Radebaugh's AXA Advisors Experience June 2012 - August 2012
Job Student at Salisbury University : Perdue School of Business
Industry Management Consulting
Experience
AXA Advisors June 2012 - August 2012
Radebaugh's Florist and Greenhouses December 2011 - January 2012
Salisbury University Housing May 2011 - January 2012
Higgin's Crab House May 2009 - August 2009
York Manor Swim Club 2005 - 2008
Skills
Word, Excel, PowerPoint, Customer Service, Microsoft Office, Visual Basic, Access
Education
Salisbury University 2010 — 2013
B.S. Management
University of Maryland Baltimore County 2008 — 2010
University of Maryland Baltimore County
AXA Advisors June 2012 - August 2012
Radebaugh's Florist and Greenhouses December 2011 - January 2012
Salisbury University Housing May 2011 - January 2012
Higgin's Crab House May 2009 - August 2009
York Manor Swim Club 2005 - 2008
Skills
Word, Excel, PowerPoint, Customer Service, Microsoft Office, Visual Basic, Access
Education
Salisbury University 2010 — 2013
B.S. Management
University of Maryland Baltimore County 2008 — 2010
University of Maryland Baltimore County
Jiachun Huang's AXA Advisors Experience February 2014 - May 2014
Job Tax Intern at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman January 2015 - Present
AXA Advisors February 2014 - May 2014
etouches July 2007 - July 2007
Mattson Trading (Shanghai) Co., Ltd September 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Morningstar, Microsoft Word, Chinese, Chinese culture, Research insight, I-metrix, e-view
Education
Fairfield University 2012 — 2015
Master of Science, Accounting, 3.58
University of New Haven 2010 — 2012
Master of Business Administration, Finance, 3.7
Shanghai Maritime University 2005 — 2009
Bachelor of Business, economics
Citrin Cooperman January 2015 - Present
AXA Advisors February 2014 - May 2014
etouches July 2007 - July 2007
Mattson Trading (Shanghai) Co., Ltd September 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Morningstar, Microsoft Word, Chinese, Chinese culture, Research insight, I-metrix, e-view
Education
Fairfield University 2012 — 2015
Master of Science, Accounting, 3.58
University of New Haven 2010 — 2012
Master of Business Administration, Finance, 3.7
Shanghai Maritime University 2005 — 2009
Bachelor of Business, economics
Robert Douglas Halbreiner's AXA Advisors Experience February 2012 - July 2014
Job Client Relationship Manager at 3 Dimensional Wealth Advisory, LLC
Industry Financial Services
Experience
3 Dimensional Wealth Advisory July 2014 - Present
AXA Advisors February 2012 - July 2014
USLI June 2006 - February 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Financial Needs Analysis, Charitable giving..., Insurance, Finance, Investments, Risk Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Archbishop Wood High School
3 Dimensional Wealth Advisory July 2014 - Present
AXA Advisors February 2012 - July 2014
USLI June 2006 - February 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Financial Needs Analysis, Charitable giving..., Insurance, Finance, Investments, Risk Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Archbishop Wood High School
Nina Gallacher's AXA Advisors Experience February 2009 - Present
Job Marketing Development at AXA Advisors
Industry
Experience
AXA Advisors February 2009 - Present
Allstate March 1998 - April 2012
Kistler Tiffany Benefits March 2007 - March 2009
Skills
Marketing Strategy, Negotiation, Customer Service, Public Speaking, Sales Management, Insurance, Event Planning, Program Management, Marketing, Sales, Strategic Planning, Management
Education
St. Joseph's University
Sociology
AXA Advisors February 2009 - Present
Allstate March 1998 - April 2012
Kistler Tiffany Benefits March 2007 - March 2009
Skills
Marketing Strategy, Negotiation, Customer Service, Public Speaking, Sales Management, Insurance, Event Planning, Program Management, Marketing, Sales, Strategic Planning, Management
Education
St. Joseph's University
Sociology
Gregory Delpe's AXA Advisors Experience August 2012 - September 2012
Job
Industry Accounting
Experience
Best Buy September 2011 - Present
AXA Advisors August 2012 - September 2012
AXA Advisors August 2012 - September 2012
Robert Half Finance & Accounting December 2011 - April 2012
Education
Saint John's University 2007 — 2011
Bachelor of Science (BS), Accounting
Saint John's University
Bachelors of Science, Accounting
Best Buy September 2011 - Present
AXA Advisors August 2012 - September 2012
AXA Advisors August 2012 - September 2012
Robert Half Finance & Accounting December 2011 - April 2012
Education
Saint John's University 2007 — 2011
Bachelor of Science (BS), Accounting
Saint John's University
Bachelors of Science, Accounting
James Kilcommons's AXA Advisors Experience June 2008 - March 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
AXA Advisors June 2008 - March 2009
Skills
Telephony, Series 7, Sales, Emotional Intelligence, Market Knowledge, Communication, Goal Oriented, Asset Allocation, Investment Valuation, Series 66, Investment Compliance, Retention Management, Prospecting Skills
Education
Seton Hall University 2004 — 2008
Bachelor of Science (BS), Finance, General
Merrill Lynch October 2009 - Present
AXA Advisors June 2008 - March 2009
Skills
Telephony, Series 7, Sales, Emotional Intelligence, Market Knowledge, Communication, Goal Oriented, Asset Allocation, Investment Valuation, Series 66, Investment Compliance, Retention Management, Prospecting Skills
Education
Seton Hall University 2004 — 2008
Bachelor of Science (BS), Finance, General
Jason Hardesty's AXA Advisors Experience June 2015 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
AXA Advisors June 2015 - Present
Education
Salisbury University
Bachelor’s Degree, Finance and Economics
AXA Advisors June 2015 - Present
AXA Advisors June 2015 - Present
Education
Salisbury University
Bachelor’s Degree, Finance and Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO