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
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AXA Advisors Employees
Employee
Years
Job
Industry
Andrew Stowe Andrew Stowe's AXA Advisors Experience July 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Sewell Automotive Companies May 2010 - July 2014
Skills
Retirement Planning, Financial Planning, Trust Management, Wealth Management, Sales, Customer Service, Problem Solving, Sales Management, CRM, Team Leadership, Communication, Fast-paced, Time Management, Customer Satisfaction, Leadership, Public Speaking, Critical Thinking, Management, Operations Management, Microsoft Word, PowerPoint, Team Building, Microsoft Excel, Microsoft Office, Social Security...
Education
Austin College 2006 — 2009
Bachelor of Arts (BA), Political Science and Government Major, Exercise and Sports Science Minor
JJ Pearce
AXA Advisors July 2014 - Present
Sewell Automotive Companies May 2010 - July 2014
Skills
Retirement Planning, Financial Planning, Trust Management, Wealth Management, Sales, Customer Service, Problem Solving, Sales Management, CRM, Team Leadership, Communication, Fast-paced, Time Management, Customer Satisfaction, Leadership, Public Speaking, Critical Thinking, Management, Operations Management, Microsoft Word, PowerPoint, Team Building, Microsoft Excel, Microsoft Office, Social Security...
Education
Austin College 2006 — 2009
Bachelor of Arts (BA), Political Science and Government Major, Exercise and Sports Science Minor
JJ Pearce
Michael Biggs Michael Biggs's AXA Advisors Experience January 2008 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2008 - Present
Skills
Investments, Income Planning, Income Protection, Financial Consulting, Finance, Strategic Planning, Financial Services
Education
Austin Peay State University 1976 — 1982
MBA, Business, Finance Economics
AXA Advisors January 2008 - Present
Skills
Investments, Income Planning, Income Protection, Financial Consulting, Finance, Strategic Planning, Financial Services
Education
Austin Peay State University 1976 — 1982
MBA, Business, Finance Economics
Keven French Keven French's AXA Advisors Experience November 2013 - June 2014
Job Financial Specialist at 21st Century Financial
Industry Financial Services
Experience
21st Century Financial August 2015 - Present
PNC July 2014 - July 2015
AXA Advisors November 2013 - June 2014
212 Capital Group April 2013 - November 2013
New York Life Insurance Company July 2011 - April 2013
Progressive Insurance June 2003 - December 2010
H2N Design March 1995 - May 2003
Carpenter Reserve Printing March 1993 - March 1995
Tecnicom Printing and Publishing April 1991 - March 1993
Packaging Corporation of America May 1989 - April 1991
Education
Baldwin-Wallace College
Bachelor's Degree
21st Century Financial August 2015 - Present
PNC July 2014 - July 2015
AXA Advisors November 2013 - June 2014
212 Capital Group April 2013 - November 2013
New York Life Insurance Company July 2011 - April 2013
Progressive Insurance June 2003 - December 2010
H2N Design March 1995 - May 2003
Carpenter Reserve Printing March 1993 - March 1995
Tecnicom Printing and Publishing April 1991 - March 1993
Packaging Corporation of America May 1989 - April 1991
Education
Baldwin-Wallace College
Bachelor's Degree
Dean Hrozenchik Dean Hrozenchik's AXA Advisors Experience February 2015 - May 2015
Job Rotational Summer Analyst Financial Institutions and Corporates at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings June 2015 - August 2015
AXA Advisors February 2015 - May 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Morgen Evan Advisory Services, Ltd. March 2014 - May 2014
Rule Financial, Ltd./PENCIL Fellows Program July 2012 - August 2012
Citi July 2011 - August 2011
Leafstone Staffing Service July 2010 - August 2010
Skills
Accounting, Microsoft Excel, PowerPoint, Outlook, Management, Windows & Mac operating..., Financial Analysis, Lync, Data Analysis, Financial Accounting, Public Speaking, Access, Financial Reporting, Time Management, Microsoft Word, Research, Microsoft Office, Analysis, QuickBooks, MS Word, MS Power Point, MS Excel, MS Outlook, MS Communicator, MS Lync, Taleo Systems, Thomson Reuters Eikon..., Bloomberg Professional, Bloomberg, Finance, Leadership, Teamwork, Valuation, Investments, Equities, Portfolio Management, Financial Services, Investment Banking, Mergers & Acquisitions, Banking, Corporate Finance, Social Media, Team Leadership, Mutual Funds, Economics
Education
Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Investments, Cumulative GPA: 3.88/4.0
Fitch Ratings June 2015 - August 2015
AXA Advisors February 2015 - May 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Morgen Evan Advisory Services, Ltd. March 2014 - May 2014
Rule Financial, Ltd./PENCIL Fellows Program July 2012 - August 2012
Citi July 2011 - August 2011
Leafstone Staffing Service July 2010 - August 2010
Skills
Accounting, Microsoft Excel, PowerPoint, Outlook, Management, Windows & Mac operating..., Financial Analysis, Lync, Data Analysis, Financial Accounting, Public Speaking, Access, Financial Reporting, Time Management, Microsoft Word, Research, Microsoft Office, Analysis, QuickBooks, MS Word, MS Power Point, MS Excel, MS Outlook, MS Communicator, MS Lync, Taleo Systems, Thomson Reuters Eikon..., Bloomberg Professional, Bloomberg, Finance, Leadership, Teamwork, Valuation, Investments, Equities, Portfolio Management, Financial Services, Investment Banking, Mergers & Acquisitions, Banking, Corporate Finance, Social Media, Team Leadership, Mutual Funds, Economics
Education
Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Investments, Cumulative GPA: 3.88/4.0
Justin J. Scheeff Justin J. Scheeff's AXA Advisors Experience June 2011 - October 2013
Job CoFounder, President & COO
Industry Financial Services
Experience
eCollect, LLC April 2012 - Present
Dish Disposal, LLC January 2015 - Present
AmSpirit Business Connections October 2010 - Present
AXA Advisors June 2011 - October 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Education
Cleveland State University 2008 — 2010
MBA, Finance
Ashland University 2003 — 2008
BSBA, Economics, Finance, Marketing
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
eCollect, LLC April 2012 - Present
Dish Disposal, LLC January 2015 - Present
AmSpirit Business Connections October 2010 - Present
AXA Advisors June 2011 - October 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Education
Cleveland State University 2008 — 2010
MBA, Finance
Ashland University 2003 — 2008
BSBA, Economics, Finance, Marketing
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Jenna Wilson Jenna Wilson's AXA Advisors Experience August 2011 - October 2012
Job Allocation Analyst
Industry Retail
Experience
Tuesday Morning January 2014 - Present
Knights Volleyball Academy October 2014 - Present
NorTex Volleyball August 2013 - October 2014
Tuesday Morning October 2012 - January 2014
ASA Club Max June 2012 - August 2013
AXA Advisors August 2011 - October 2012
Texoma Council of Governments May 2010 - August 2010
High Intensity Volleyball Camp May 2008 - August 2009
Education
Austin College 2007 — 2011
Bachelor of Arts, Business Administration
Pottsboro High School 2003 — 2007
High School Diploma
Tuesday Morning January 2014 - Present
Knights Volleyball Academy October 2014 - Present
NorTex Volleyball August 2013 - October 2014
Tuesday Morning October 2012 - January 2014
ASA Club Max June 2012 - August 2013
AXA Advisors August 2011 - October 2012
Texoma Council of Governments May 2010 - August 2010
High Intensity Volleyball Camp May 2008 - August 2009
Education
Austin College 2007 — 2011
Bachelor of Arts, Business Administration
Pottsboro High School 2003 — 2007
High School Diploma
Paul Grip III Paul Grip III's AXA Advisors Experience August 2012 - November 2012
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
Ekaterina Starodubtseva Ekaterina Starodubtseva's AXA Advisors Experience March 2013 - April 2013
Job BNP Paribas IP
Industry Financial Services
Experience
BNP Paribas Investment Partners March 2015 - Present
The Carlyle Group January 2014 - Present
Fiduciary Management Group April 2013 - July 2013
AXA Advisors March 2013 - April 2013
Tanteo Spirits October 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Strategy, Finance, Investments, Fundraising, Leadership, Marketing
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Ural State University named after A.M.Gorky 2004 — 2008
Bachelor's degree, Philosophy
BNP Paribas Investment Partners March 2015 - Present
The Carlyle Group January 2014 - Present
Fiduciary Management Group April 2013 - July 2013
AXA Advisors March 2013 - April 2013
Tanteo Spirits October 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Strategy, Finance, Investments, Fundraising, Leadership, Marketing
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Ural State University named after A.M.Gorky 2004 — 2008
Bachelor's degree, Philosophy
James Willers James Willers's AXA Advisors Experience August 2009 - November 2013
Job Account Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS November 2013 - Present
AXA Advisors August 2009 - November 2013
AXA Advisors January 2012 - July 2013
Education
Augustana College 2000 — 2004
BA
UBS November 2013 - Present
AXA Advisors August 2009 - November 2013
AXA Advisors January 2012 - July 2013
Education
Augustana College 2000 — 2004
BA
Joseph Sanders Joseph Sanders's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Insurance
Experience
AXA Advisors April 2015 - Present
Colorado Rockies May 2009 - March 2013
Skills
Wealth Management, Retirement Planning, Risk Management, Tax-efficient investing..., IRA Distribution..., 401(k) Distribution...
Education
Auburn University
Finance
AXA Advisors April 2015 - Present
Colorado Rockies May 2009 - March 2013
Skills
Wealth Management, Retirement Planning, Risk Management, Tax-efficient investing..., IRA Distribution..., 401(k) Distribution...
Education
Auburn University
Finance
David Matthew David Matthew's AXA Advisors Experience June 2010 - September 2010
Job Experienced Financial Professional
Industry Consumer Services
Experience
Golub Capital January 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
PepsiCo November 2011 - February 2012
Side Dish Cafe May 2007 - September 2011
Auburn University January 2008 - December 2010
AXA Advisors June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Sales, Social Media, Microsoft Word, Finance, PowerPoint, Payroll
Education
Auburn University, College of Business 2006 — 2010
BS, Finance
Red Bank Catholic High School 2002 — 2006
Golub Capital January 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
PepsiCo November 2011 - February 2012
Side Dish Cafe May 2007 - September 2011
Auburn University January 2008 - December 2010
AXA Advisors June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Sales, Social Media, Microsoft Word, Finance, PowerPoint, Payroll
Education
Auburn University, College of Business 2006 — 2010
BS, Finance
Red Bank Catholic High School 2002 — 2006
Rich Hinkle, MBA Rich Hinkle, MBA's AXA Advisors Experience November 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Education
Baker University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Kansas City 2002 — 2007
Bachelor of Arts, Economics
AXA Advisors November 2014 - Present
Education
Baker University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Kansas City 2002 — 2007
Bachelor of Arts, Economics
Jimar Harry Jimar Harry's AXA Advisors Experience September 2012 - July 2013
Job Progress
Industry Financial Services
Experience
National Income Life Insurance Company July 2013 - Present
AXA Advisors September 2012 - July 2013
YOR Health October 2009 - December 2011
Skills
Analytics, Problem Solving, Promotions, Inter-personal, Data Entry, Microsoft Excel, Marketing Communications, Time Management, Marketing, Social Networking, Leadership, Teamwork, Event Planning, Sales, Fundraising, Microsoft Word, Leadership Development, Social Media, Microsoft Office, Public Speaking, Management, Team Building, Customer Service
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
National Income Life Insurance Company July 2013 - Present
AXA Advisors September 2012 - July 2013
YOR Health October 2009 - December 2011
Skills
Analytics, Problem Solving, Promotions, Inter-personal, Data Entry, Microsoft Excel, Marketing Communications, Time Management, Marketing, Social Networking, Leadership, Teamwork, Event Planning, Sales, Fundraising, Microsoft Word, Leadership Development, Social Media, Microsoft Office, Public Speaking, Management, Team Building, Customer Service
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
David A. Means Jr. David A. Means Jr.'s AXA Advisors Experience January 2009 - Present
Job Managing Partner at DeNovo Advisory Group, Currently Hiring
Industry Financial Services
Experience
DeNovo Advisory Group January 2010 - Present
AXA Advisors January 2009 - Present
WR Starkey Mortgage January 2007 - December 2007
Independent Bank January 2006 - December 2006
Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Risk Management, Management, Wealth Management, Financial Advisory, Estate Planning, Investment Strategies, Wealth Accumulation, Leadership Development, Recruiting, Financial Modeling, Retirement, Mergers & Acquisitions, Retirement Specialist, Building a Financial..., Coaching, Mentoring, Agency/Firm Building
Education
Austin College
Bachelor of Arts (B.A.), Economics and Finance
University of Pennsylvania - The Wharton School
Certificate, Retirement Planning
DeNovo Advisory Group January 2010 - Present
AXA Advisors January 2009 - Present
WR Starkey Mortgage January 2007 - December 2007
Independent Bank January 2006 - December 2006
Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Risk Management, Management, Wealth Management, Financial Advisory, Estate Planning, Investment Strategies, Wealth Accumulation, Leadership Development, Recruiting, Financial Modeling, Retirement, Mergers & Acquisitions, Retirement Specialist, Building a Financial..., Coaching, Mentoring, Agency/Firm Building
Education
Austin College
Bachelor of Arts (B.A.), Economics and Finance
University of Pennsylvania - The Wharton School
Certificate, Retirement Planning
David F Borrero David F Borrero's AXA Advisors Experience August 2008 - January 2009
Job Supply Chain Finance
Industry Information Technology and Services
Experience
GT Nexus July 2014 - Present
EDICOM February 2012 - July 2014
Brio Interactive - SEOmetrics December 2010 - February 2012
AXA Advisors August 2008 - January 2009
Skills
Supply Chain Finance, Supply Chain Software, SaaS, EDI, B2B, New Business Development, SEO, Export Finance, Global Data..., B2B Integration, xml, Invoice Finance, Factoring, Invoice Discounting, International Sales, Microsoft Excel, Outlook, x12, PowerPoint, Online Marketing, Web Analytics, E-invoicing, EDIFACT, Communication Protocols, B2B services, Consultative Sales..., CFDI, NFe, B2B eCommerce, Start-ups, Word, Spanish, Excel
Education
City University of New York-Baruch College
BBA, Finance and Investments
GT Nexus July 2014 - Present
EDICOM February 2012 - July 2014
Brio Interactive - SEOmetrics December 2010 - February 2012
AXA Advisors August 2008 - January 2009
Skills
Supply Chain Finance, Supply Chain Software, SaaS, EDI, B2B, New Business Development, SEO, Export Finance, Global Data..., B2B Integration, xml, Invoice Finance, Factoring, Invoice Discounting, International Sales, Microsoft Excel, Outlook, x12, PowerPoint, Online Marketing, Web Analytics, E-invoicing, EDIFACT, Communication Protocols, B2B services, Consultative Sales..., CFDI, NFe, B2B eCommerce, Start-ups, Word, Spanish, Excel
Education
City University of New York-Baruch College
BBA, Finance and Investments
Arif Chawalwala Arif Chawalwala's AXA Advisors Experience July 2003 - August 2003
Job Global Process Technology Engineer & Certified Six Sigma Black Belt
Industry Aviation & Aerospace
Experience
Cytec September 2010 - Present
Honeywell International January 2007 - September 2010
Transpo Industries, Inc. January 2003 - December 2006
AXA Advisors July 2003 - August 2003
Transpo Industries, Inc. January 2000 - December 2002
Transpo Industries, Inc. October 1996 - December 1999
Center for Composite Materials January 1995 - October 1996
Citisteel USA, Inc. June 1995 - September 1995
Skills
Product Development, Project Management, Market Research, Statistics, Sales, Financial Modeling, Iso 9000, Engineering Design, Engineering, Manufacturing, Cross-functional Team..., Product Management, Business Development, Leadership, Process Engineering, Six Sigma, Process Improvement, Design of Experiments, Lean Manufacturing, Program Management, Management, Analysis, Composites, Materials Science, Materials, Engineering Management, SPC, Supply Chain, Root Cause Analysis, Polymers, Continuous Improvement, Aerospace, Process Simulation
Education
City University of New York-Baruch College 2000 — 2004
Master of Business Administration (M.B.A.)
University of Delaware 1994 — 1996
M.S.
Indian Institute of Technology, Bombay 1990 — 1994
B.Tech.
Cytec September 2010 - Present
Honeywell International January 2007 - September 2010
Transpo Industries, Inc. January 2003 - December 2006
AXA Advisors July 2003 - August 2003
Transpo Industries, Inc. January 2000 - December 2002
Transpo Industries, Inc. October 1996 - December 1999
Center for Composite Materials January 1995 - October 1996
Citisteel USA, Inc. June 1995 - September 1995
Skills
Product Development, Project Management, Market Research, Statistics, Sales, Financial Modeling, Iso 9000, Engineering Design, Engineering, Manufacturing, Cross-functional Team..., Product Management, Business Development, Leadership, Process Engineering, Six Sigma, Process Improvement, Design of Experiments, Lean Manufacturing, Program Management, Management, Analysis, Composites, Materials Science, Materials, Engineering Management, SPC, Supply Chain, Root Cause Analysis, Polymers, Continuous Improvement, Aerospace, Process Simulation
Education
City University of New York-Baruch College 2000 — 2004
Master of Business Administration (M.B.A.)
University of Delaware 1994 — 1996
M.S.
Indian Institute of Technology, Bombay 1990 — 1994
B.Tech.
Mara Santalla Mara Santalla's AXA Advisors Experience 2014 - Present
Job AXA ADVISORS LLC. Risk Management LIFE AND HEALTH INSURANCERETIREMENT PLANS
Industry Financial Services
Experience
AXA Advisors 2014 - Present
Skills
Customer Service, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
IE Business School
Master en Asesoria Fiscal
Barry University
Master en Teologia
Universidad Complutense de Madrid
ECONOMISTA
AXA Advisors 2014 - Present
Skills
Customer Service, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
IE Business School
Master en Asesoria Fiscal
Barry University
Master en Teologia
Universidad Complutense de Madrid
ECONOMISTA
Cindy Wysong, CFP®'s AXA Advisors Experience June 2009 - May 2012
Job Wealth Advisor at Boyer & Corporon Wealth Management
Industry Financial Services
Experience
Boyer & Corporon Wealth Management, LLC May 2012 - August 2013
AXA Advisors June 2009 - May 2012
Education
Baker University 2003 — 2005
MBA
Baker University 1997 — 2001
Bachelor of Science, Business
Sabetha High School 1994 — 1997
Boyer & Corporon Wealth Management, LLC May 2012 - August 2013
AXA Advisors June 2009 - May 2012
Education
Baker University 2003 — 2005
MBA
Baker University 1997 — 2001
Bachelor of Science, Business
Sabetha High School 1994 — 1997
Benjamin Kadlec Benjamin Kadlec's AXA Advisors Experience March 2013 - Present
Job Partner Financial Consultant
Industry Financial Services
Experience
Legacy Wealth Strategies - AXA Advisors January 2014 - Present
The Business Strategies Group of North Carolina - AXA Advisors October 2014 - Present
AXA Advisors March 2013 - Present
NCM Capital July 2010 - March 2013
First Investors Corporation November 2005 - July 2010
The Buckingham Research Group February 2002 - November 2005
Orbitex Management, Inc April 2001 - February 2002
Skills
Financial Modeling, Wealth Accumulation..., Wealth Management, Tax-advantaged..., Financial Analysis, Investment Strategies, Succession Planning..., Alternative Investment..., Portfolio Performance..., Multi-generational..., Executive Management..., Marketing Strategy, Networking Strategy, Sales Strategy, Hedge Fund Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Finance and Marketing
Trinity College-Hartford 1992 — 1996
BA, Economics
Summit High School 1988 — 1992
Legacy Wealth Strategies - AXA Advisors January 2014 - Present
The Business Strategies Group of North Carolina - AXA Advisors October 2014 - Present
AXA Advisors March 2013 - Present
NCM Capital July 2010 - March 2013
First Investors Corporation November 2005 - July 2010
The Buckingham Research Group February 2002 - November 2005
Orbitex Management, Inc April 2001 - February 2002
Skills
Financial Modeling, Wealth Accumulation..., Wealth Management, Tax-advantaged..., Financial Analysis, Investment Strategies, Succession Planning..., Alternative Investment..., Portfolio Performance..., Multi-generational..., Executive Management..., Marketing Strategy, Networking Strategy, Sales Strategy, Hedge Fund Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Finance and Marketing
Trinity College-Hartford 1992 — 1996
BA, Economics
Summit High School 1988 — 1992
Michael Leonetti Michael Leonetti's AXA Advisors Experience November 2011 - October 2012
Job Commercial Loan Officer at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation July 2015 - Present
Wintrust Financial Corporation September 2012 - Present
AXA Advisors November 2011 - October 2012
Beresfords Financial Planning January 2011 - March 2011
Concord Promotions June 2010 - August 2010
Village Links Golf Course July 2005 - January 2007
Skills
Portfolio Management, Research, Excel, PowerPoint, Microsoft Office, Portfolios, Word, Accounting, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Microsoft Excel, Microsoft Word, New Business Development, Outlook, Sales, Spanish, Strategic Financial..., Time Management
Education
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration; Finance and Marketing
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration
Wintrust Financial Corporation July 2015 - Present
Wintrust Financial Corporation September 2012 - Present
AXA Advisors November 2011 - October 2012
Beresfords Financial Planning January 2011 - March 2011
Concord Promotions June 2010 - August 2010
Village Links Golf Course July 2005 - January 2007
Skills
Portfolio Management, Research, Excel, PowerPoint, Microsoft Office, Portfolios, Word, Accounting, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Microsoft Excel, Microsoft Word, New Business Development, Outlook, Sales, Spanish, Strategic Financial..., Time Management
Education
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration; Finance and Marketing
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration
Michael Ferrari's AXA Advisors Experience October 2010 - February 2011
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Morgan Stanley September 2012 - July 2015
BGC Partners June 2011 - August 2011
AXA Advisors October 2010 - February 2011
The Ticker February 2009 - February 2011
WNYC Radio July 2010 - August 2010
Healthcare DPS October 2009 - January 2010
Skills
Editing, Sales, Social Media, Journalism, Copy Editing, Blogging, Financial Markets, Social Media Marketing, Series 7, Research, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, PowerPoint, Microsoft Excel, Equities, Investments, Options, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance and Investments
Bank of America July 2015 - Present
Morgan Stanley September 2012 - July 2015
BGC Partners June 2011 - August 2011
AXA Advisors October 2010 - February 2011
The Ticker February 2009 - February 2011
WNYC Radio July 2010 - August 2010
Healthcare DPS October 2009 - January 2010
Skills
Editing, Sales, Social Media, Journalism, Copy Editing, Blogging, Financial Markets, Social Media Marketing, Series 7, Research, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, PowerPoint, Microsoft Excel, Equities, Investments, Options, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance and Investments
Patrick Law Patrick Law's AXA Advisors Experience January 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Advanced MP Technology July 2008 - August 2010
Advanced MP Technology August 2007 - July 2008
Advanced MP Technology January 2006 - August 2007
Advanced MP Technology July 2005 - December 2005
Art Center College of Design January 2001 - April 2005
Skills
Investment Advisory, Series 7, Series 66, Series 63, Strategic Planning, Licensed Life Insurance..., Account Management, Purchasing, Licensed Life & Health..., Sales, New Business Development, Leadership, Electronics, Supply Chain Management, Supply Chain, Sales Operations, Strategy, International Sales, Negotiation, Business Development, Team Leadership, Sales Management, Product Marketing, Customer Service, Contract Negotiation, Program Management, Semiconductors, Manufacturing, Team Building, Photography, Photoshop, Maya, Graphic Arts, Videography, Pianist, Artistic Vision, Environmental Awareness
Education
ArtCenter College of Design 2001 — 2005
BA, Fine Art Media Studies
Tufts University 2000 — 2001
Fine Art
AXA Advisors January 2013 - Present
Advanced MP Technology July 2008 - August 2010
Advanced MP Technology August 2007 - July 2008
Advanced MP Technology January 2006 - August 2007
Advanced MP Technology July 2005 - December 2005
Art Center College of Design January 2001 - April 2005
Skills
Investment Advisory, Series 7, Series 66, Series 63, Strategic Planning, Licensed Life Insurance..., Account Management, Purchasing, Licensed Life & Health..., Sales, New Business Development, Leadership, Electronics, Supply Chain Management, Supply Chain, Sales Operations, Strategy, International Sales, Negotiation, Business Development, Team Leadership, Sales Management, Product Marketing, Customer Service, Contract Negotiation, Program Management, Semiconductors, Manufacturing, Team Building, Photography, Photoshop, Maya, Graphic Arts, Videography, Pianist, Artistic Vision, Environmental Awareness
Education
ArtCenter College of Design 2001 — 2005
BA, Fine Art Media Studies
Tufts University 2000 — 2001
Fine Art
Rob Herndon's AXA Advisors Experience May 2009 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2009 - Present
Education
Auburn University
BSBA, Major: Economics, Minor: Finance
AXA Advisors May 2009 - Present
Education
Auburn University
BSBA, Major: Economics, Minor: Finance
Brian Veith's AXA Advisors Experience September 2012 - February 2013
Job Investment Banking Summer Analyst at Mizuho Bank
Industry Investment Banking
Experience
Mizuho Bank May 2015 - Present
Deloitte July 2015 - July 2015
Global Gaming & Hospitality March 2015 - May 2015
Maxim Group September 2014 - December 2014
RCC Ventures, LLC January 2014 - August 2014
Baruch Investment Management Group August 2012 - January 2014
Morgan Stanley November 2013 - December 2013
CIBC FirstCaribbean International Bank July 2013 - August 2013
AXA Advisors September 2012 - February 2013
Skills
Public Speaking, PowerPoint, Social Media, Volunteer Management, Social Networking, Research, Project Management, Leadership, Microsoft Excel, Fundraising, Microsoft Word, Teamwork, Time Management, Microsoft Office, Market Research, Financial Analysis, Data Analysis, Financial Modeling, Bloomberg, Equity Research, Bloomberg Terminal, Capital IQ, DCF Valuation, Fundamental Analysis, Access
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Economics
Mizuho Bank May 2015 - Present
Deloitte July 2015 - July 2015
Global Gaming & Hospitality March 2015 - May 2015
Maxim Group September 2014 - December 2014
RCC Ventures, LLC January 2014 - August 2014
Baruch Investment Management Group August 2012 - January 2014
Morgan Stanley November 2013 - December 2013
CIBC FirstCaribbean International Bank July 2013 - August 2013
AXA Advisors September 2012 - February 2013
Skills
Public Speaking, PowerPoint, Social Media, Volunteer Management, Social Networking, Research, Project Management, Leadership, Microsoft Excel, Fundraising, Microsoft Word, Teamwork, Time Management, Microsoft Office, Market Research, Financial Analysis, Data Analysis, Financial Modeling, Bloomberg, Equity Research, Bloomberg Terminal, Capital IQ, DCF Valuation, Fundamental Analysis, Access
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Economics
Josh Stobinski Josh Stobinski's AXA Advisors Experience July 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Aleris May 2011 - June 2012
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Financial Services, Wealth Management, Financial Stategies
Education
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Finance
AXA Advisors July 2012 - Present
Aleris May 2011 - June 2012
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Financial Services, Wealth Management, Financial Stategies
Education
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Finance
Stanley Huh Stanley Huh's AXA Advisors Experience December 2001 - February 2003
Job Medicare Marketing Representative at Healthfirst
Industry Hospital & Health Care
Experience
Healthfirst December 2014 - Present
Healthfirst July 2013 - December 2014
New York Life Insurance Company September 2010 - May 2012
Citibank August 2006 - June 2009
HSBC November 2005 - July 2006
JPMorgan Chase December 2003 - November 2005
AXA Advisors December 2001 - February 2003
Lincoln Financial Group September 2000 - May 2001
Skills
Korean, Series 7, Series 63, Series 65, Whole Life, Mutual Funds, Insurance, Long-term Care, Retirement Planning, New York State of..., Medicaid, Medicare Advantage
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Healthfirst December 2014 - Present
Healthfirst July 2013 - December 2014
New York Life Insurance Company September 2010 - May 2012
Citibank August 2006 - June 2009
HSBC November 2005 - July 2006
JPMorgan Chase December 2003 - November 2005
AXA Advisors December 2001 - February 2003
Lincoln Financial Group September 2000 - May 2001
Skills
Korean, Series 7, Series 63, Series 65, Whole Life, Mutual Funds, Insurance, Long-term Care, Retirement Planning, New York State of..., Medicaid, Medicare Advantage
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Trenton Adams, CFP®'s AXA Advisors Experience July 2004 - November 2012
Job Partner at Magnolia Financial Group
Industry Financial Services
Experience
Magnolia Financial Group January 2015 - Present
American Advisors, LLC November 2012 - January 2015
AXA Advisors July 2004 - November 2012
Skills
Retirement Planning, Investments, Insurance, Finance, Securities, Risk Management, Management, FINRA, Strategic Planning, Life Insurance
Education
Auburn University 2000 — 2004
Bachelor of Science, Business Administration
Magnolia Financial Group January 2015 - Present
American Advisors, LLC November 2012 - January 2015
AXA Advisors July 2004 - November 2012
Skills
Retirement Planning, Investments, Insurance, Finance, Securities, Risk Management, Management, FINRA, Strategic Planning, Life Insurance
Education
Auburn University 2000 — 2004
Bachelor of Science, Business Administration
Priscilla Stanley Priscilla Stanley's AXA Advisors Experience April 2005 - March 2009
Job Certified Employee Benefit Specialist
Industry Financial Services
Experience
Long Insurance & Financial Services March 2009 - Present
AXA Advisors April 2005 - March 2009
Planters Bank & Trust January 1996 - January 2005
First American Bank of Virginia August 1972 - April 1995
Skills
Pensions, Retirement Planning
Education
Averett University
BS, Business Administration
Campbell University
Southeastern Trust School
Wharton School & IFEBP
Financial Planning
Long Insurance & Financial Services March 2009 - Present
AXA Advisors April 2005 - March 2009
Planters Bank & Trust January 1996 - January 2005
First American Bank of Virginia August 1972 - April 1995
Skills
Pensions, Retirement Planning
Education
Averett University
BS, Business Administration
Campbell University
Southeastern Trust School
Wharton School & IFEBP
Financial Planning
Awais Mahmood Awais Mahmood's AXA Advisors Experience November 2008 - February 2009
Job Financial Planning & Analysis at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase February 2013 - September 2014
JPMorgan Chase September 2011 - February 2013
Fox News Channel September 2010 - December 2010
AXA Advisors November 2008 - February 2009
Skills
Finance, Credit, Credit Risk, Credit Analysis, Analysis, Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Risk Management, Investment Banking, Financial Risk, Microsoft Word, Equities, Team Leadership, Investments, Sales, PowerPoint, QuickBooks, Bloomberg, Financial Reporting, Valuation, Fixed Income, Financial Markets, Corporate Finance, Forecasting, Business Analysis, Analytics, Auditing, Accounting, Financial Services, Relationship Management, Project Management, Financial Accounting, Financial Forecasting, Treasury, Evaluation, Funds Transfer Pricing, management reporting, financial model, quarterly reports, VBA, Management Consulting, Basel III, LCR, Hyperion Financial..., Essbase
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance and Investments
Hofstra University 2007 — 2008
Finance
Plainview-Old Bethpage John F. Kennedy High School 2003 — 2007
Business
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase February 2013 - September 2014
JPMorgan Chase September 2011 - February 2013
Fox News Channel September 2010 - December 2010
AXA Advisors November 2008 - February 2009
Skills
Finance, Credit, Credit Risk, Credit Analysis, Analysis, Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Risk Management, Investment Banking, Financial Risk, Microsoft Word, Equities, Team Leadership, Investments, Sales, PowerPoint, QuickBooks, Bloomberg, Financial Reporting, Valuation, Fixed Income, Financial Markets, Corporate Finance, Forecasting, Business Analysis, Analytics, Auditing, Accounting, Financial Services, Relationship Management, Project Management, Financial Accounting, Financial Forecasting, Treasury, Evaluation, Funds Transfer Pricing, management reporting, financial model, quarterly reports, VBA, Management Consulting, Basel III, LCR, Hyperion Financial..., Essbase
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance and Investments
Hofstra University 2007 — 2008
Finance
Plainview-Old Bethpage John F. Kennedy High School 2003 — 2007
Business
Jin-Young Yoon's AXA Advisors Experience September 2014 - April 2015
Job Recruiter at AXA Advisors
Industry Human Resources
Experience
Paris Baguette July 2013 - Present
AXA Advisors September 2014 - April 2015
Presbyterian Church of New Jersey July 2011 - August 2011
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Paris Baguette July 2013 - Present
AXA Advisors September 2014 - April 2015
Presbyterian Church of New Jersey July 2011 - August 2011
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Emil Karapetyan's AXA Advisors Experience March 2010 - June 2010
Job Tax Intern (FS) at EisnerAmper LLP
Industry Financial Services
Experience
EisnerAmper LLP January 2015 - Present
WTS Proprietary Trading Group August 2012 - January 2013
AXA Advisors March 2010 - June 2010
Apple Bank for Savings June 2008 - December 2008
Skills
Trading Systems, Accounting, Technical Analysis, Sales, Equity Trading, Risk Management, Microsoft Excel, FINRA, Investments, Proprietary Trading, Bloomberg Professional, Thomson Reuters Eikon, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Financial Accounting, Finance, Analysis
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Accounting, 3.548
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance and Investments
EisnerAmper LLP January 2015 - Present
WTS Proprietary Trading Group August 2012 - January 2013
AXA Advisors March 2010 - June 2010
Apple Bank for Savings June 2008 - December 2008
Skills
Trading Systems, Accounting, Technical Analysis, Sales, Equity Trading, Risk Management, Microsoft Excel, FINRA, Investments, Proprietary Trading, Bloomberg Professional, Thomson Reuters Eikon, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Financial Accounting, Finance, Analysis
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Accounting, 3.548
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance and Investments
Tom Chapman, CFP® Tom Chapman, CFP®'s AXA Advisors Experience October 2007 - Present
Job Financial Consultant and Vice President, Southeast Region of AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2007 - Present
AXA Advisors April 2005 - Present
Skills
Personal Financial..., Investment Management, Certified Financial..., Financial Services, Retirement Plan..., Relationship Management, Retirement Planning, Financial Planning, Asset Allocation
Education
Auburn University 1999 — 2003
B.S., Finance, Marketing
AXA Advisors October 2007 - Present
AXA Advisors April 2005 - Present
Skills
Personal Financial..., Investment Management, Certified Financial..., Financial Services, Retirement Plan..., Relationship Management, Retirement Planning, Financial Planning, Asset Allocation
Education
Auburn University 1999 — 2003
B.S., Finance, Marketing
Brian Murphy, CPA's AXA Advisors Experience May 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Integro Insurance Brokers July 2014 - April 2015
HSBC September 2013 - July 2014
WeiserMazars LLP November 2011 - September 2013
Piccirillo & Lamont, LLP May 2008 - August 2011
Skills
Hedge Accounting, Financial Accounting, CPA, Corporate Finance, ASC 815, Sarbanes-Oxley Act, GAAP, Financial Reporting, Financial Statements, Financial Analysis, Tax, Business Succession..., Personal Finance, College Education..., Retirement Planning, Defined...
Education
Baruch College 2010 — 2011
Master's degree, Accounting, 3.8/4.0
University of Tampa 2005 — 2009
Bachelor's degree, Accounting, 3.8/4.0
AXA Advisors May 2015 - Present
Integro Insurance Brokers July 2014 - April 2015
HSBC September 2013 - July 2014
WeiserMazars LLP November 2011 - September 2013
Piccirillo & Lamont, LLP May 2008 - August 2011
Skills
Hedge Accounting, Financial Accounting, CPA, Corporate Finance, ASC 815, Sarbanes-Oxley Act, GAAP, Financial Reporting, Financial Statements, Financial Analysis, Tax, Business Succession..., Personal Finance, College Education..., Retirement Planning, Defined...
Education
Baruch College 2010 — 2011
Master's degree, Accounting, 3.8/4.0
University of Tampa 2005 — 2009
Bachelor's degree, Accounting, 3.8/4.0
Stacy Yan Stacy Yan's AXA Advisors Experience September 2010 - March 2012
Job Financial Analyst
Industry Financial Services
Experience
Citi August 2013 - February 2015
Asset Based Lending, LLC April 2012 - March 2013
AXA Advisors September 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Investments, QuickBooks, Equities, Pivot Tables, Excels, Valuation, Microsoft Excel, Mergers & Acquisitions, Bloomberg, Access, Due Diligence, Finance, Auditing, Investment Banking, Financial Statements, Tax, Financial Modeling, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's Degree, Accounting
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor of Arts, English, Movie Analysis.
New York University
Citi August 2013 - February 2015
Asset Based Lending, LLC April 2012 - March 2013
AXA Advisors September 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Investments, QuickBooks, Equities, Pivot Tables, Excels, Valuation, Microsoft Excel, Mergers & Acquisitions, Bloomberg, Access, Due Diligence, Finance, Auditing, Investment Banking, Financial Statements, Tax, Financial Modeling, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's Degree, Accounting
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor of Arts, English, Movie Analysis.
New York University
Ayesha Siddika Ayesha Siddika's AXA Advisors Experience June 2008 - September 2008
Job Vice President, Branch Manager
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
Chase January 2012 - May 2013
Chase November 2009 - December 2011
AXA Advisors June 2008 - September 2008
Skills
Customer Service, Research, Outlook, Strategic Planning, Coaching, Analysis, Teamwork, Financial Analysis, Leadership, Management, Team Leadership, Team Building, Time Management, Data Analysis, Customer Satisfaction, Business Planning, Strategy, Finance, Banking, Sales, Retail Banking, Credit, Relationship Management
Education
Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Penn State University
MS in Human Resource And Employment Relations, Human Resources Management
JPMorgan Chase May 2013 - Present
Chase January 2012 - May 2013
Chase November 2009 - December 2011
AXA Advisors June 2008 - September 2008
Skills
Customer Service, Research, Outlook, Strategic Planning, Coaching, Analysis, Teamwork, Financial Analysis, Leadership, Management, Team Leadership, Team Building, Time Management, Data Analysis, Customer Satisfaction, Business Planning, Strategy, Finance, Banking, Sales, Retail Banking, Credit, Relationship Management
Education
Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Penn State University
MS in Human Resource And Employment Relations, Human Resources Management
Ke Wei's AXA Advisors Experience May 2010 - August 2010
Job Student at City University of New YorkBaruch College
Industry Accounting
Experience
National Public Media January 2013 - Present
S&E Azriliant P.C. January 2012 - March 2012
AXA Advisors May 2010 - August 2010
Liu & Fei Law Offices May 2004 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Mandarin, Outlook, Research, Photoshop, Social Media, Data Entry, Teamwork, Public Speaking, Facebook, Customer Service, Financial Analysis, Access
Education
Baruch College 2009 — 2013
Stuyvesant High School 2005 — 2009
National Public Media January 2013 - Present
S&E Azriliant P.C. January 2012 - March 2012
AXA Advisors May 2010 - August 2010
Liu & Fei Law Offices May 2004 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Mandarin, Outlook, Research, Photoshop, Social Media, Data Entry, Teamwork, Public Speaking, Facebook, Customer Service, Financial Analysis, Access
Education
Baruch College 2009 — 2013
Stuyvesant High School 2005 — 2009
Joseph Grugel Joseph Grugel's AXA Advisors Experience August 2012 - Present
Job Registered Representative at AXA Advisors
Industry Restaurants
Experience
AXA Advisors August 2012 - Present
David Lerner Associates, inc. March 2011 - November 2012
Marichco Inc August 2009 - February 2011
Tillie's of Brooklyn February 1997 - September 2003
Dean Witter InterCapital May 1994 - January 1997
American Ballet Theatre September 1986 - August 1990
Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Small Business, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities, College Savings Plans, IRAs, 457 Plans, 403 b, 529 Plans, 401k, 401k Rollovers, Disability Insurance, Roth IRA, SEP IRA, Estate Planning, Executive Benefit..., Employee Benefits, Financial Services, Investments, Investment Advisory, Fixed Annuities, Retirement, Securities, Insurance, Management, Finance, Mutual Funds, Portfolio Management, Wealth Management, FINRA, Risk Management, Asset Management, Financial Advisory, Asset Allocation, Financial Analysis, Equities, Strategic Planning, Investment Strategies
Education
Baldwin Wallace University 1980 — 1985
BA, Speech, Communications and Theatre
AXA Advisors August 2012 - Present
David Lerner Associates, inc. March 2011 - November 2012
Marichco Inc August 2009 - February 2011
Tillie's of Brooklyn February 1997 - September 2003
Dean Witter InterCapital May 1994 - January 1997
American Ballet Theatre September 1986 - August 1990
Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Small Business, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities, College Savings Plans, IRAs, 457 Plans, 403 b, 529 Plans, 401k, 401k Rollovers, Disability Insurance, Roth IRA, SEP IRA, Estate Planning, Executive Benefit..., Employee Benefits, Financial Services, Investments, Investment Advisory, Fixed Annuities, Retirement, Securities, Insurance, Management, Finance, Mutual Funds, Portfolio Management, Wealth Management, FINRA, Risk Management, Asset Management, Financial Advisory, Asset Allocation, Financial Analysis, Equities, Strategic Planning, Investment Strategies
Education
Baldwin Wallace University 1980 — 1985
BA, Speech, Communications and Theatre
Bob Davidson, ChFC's AXA Advisors Experience January 1986 - April 2001
Job Registered Representative at Royal Alliance Associates INC
Industry Financial Services
Experience
Royal Alliance Associates November 2012 - Present
BDA Financial, LLC January 1986 - Present
Centaurus Financial, Inc. May 2001 - November 2012
AXA Advisors January 1986 - April 2001
General Mills October 1981 - October 1985
Peace Corps November 1976 - September 1979
Skills
Strategic Financial..., Federal Employee..., Retirement Planning, Estate Planning, Investments, Portfolio Management, Insurance, Employee Benefits
Education
Auburn University 1980 — 1981
Master of Science, Aquaculture
The University of Connecticut 1974 — 1976
Bachelor of Science, Biology
Royal Alliance Associates November 2012 - Present
BDA Financial, LLC January 1986 - Present
Centaurus Financial, Inc. May 2001 - November 2012
AXA Advisors January 1986 - April 2001
General Mills October 1981 - October 1985
Peace Corps November 1976 - September 1979
Skills
Strategic Financial..., Federal Employee..., Retirement Planning, Estate Planning, Investments, Portfolio Management, Insurance, Employee Benefits
Education
Auburn University 1980 — 1981
Master of Science, Aquaculture
The University of Connecticut 1974 — 1976
Bachelor of Science, Biology
Tom Chelewski Tom Chelewski's AXA Advisors Experience 2002 - 2003
Job Vice President IBERIABANK
Industry Banking
Experience
IBERIABANK October 2011 - Present
Regions Financial Corporation June 2003 - September 2011
AXA Advisors 2002 - 2003
SouthTrust Bank 2001 - 2002
Skills
Commercial Banking, Retail Banking, Branch Management, Commercial Lending, Consumer Lending, Retirement Planning, Cash Management, Relationship Management, Business Development, Sales Management, Service Management, Financial Management..., Series 7, Financial Advisory, Credit, Small Business Lending, Loans, Lines Of Credit, Credit Analysis, Banking, Treasury Management, Mortgage Lending, Loan Origination, Asset Based Lending
Education
Auburn University 1998 — 2001
Business, Bachelor of Science in Business Administration (Finance)
Hoover High School 1994 — 1997
IBERIABANK October 2011 - Present
Regions Financial Corporation June 2003 - September 2011
AXA Advisors 2002 - 2003
SouthTrust Bank 2001 - 2002
Skills
Commercial Banking, Retail Banking, Branch Management, Commercial Lending, Consumer Lending, Retirement Planning, Cash Management, Relationship Management, Business Development, Sales Management, Service Management, Financial Management..., Series 7, Financial Advisory, Credit, Small Business Lending, Loans, Lines Of Credit, Credit Analysis, Banking, Treasury Management, Mortgage Lending, Loan Origination, Asset Based Lending
Education
Auburn University 1998 — 2001
Business, Bachelor of Science in Business Administration (Finance)
Hoover High School 1994 — 1997
Isis B. Palicio Isis B. Palicio's AXA Advisors Experience March 1999 - November 2001
Job Infinite Banking, Authorized Practitioner at Universal Wealth Managers LLC
Industry Financial Services
Experience
Universal Wealth Managers LLC January 2015 - Present
Universal Wealth Managers LLC September 2005 - Present
BNI Business Masters October 2010 - March 2011
Coral Gables Chamber of Commerce 2006 - 2010
New York Life January 2002 - September 2005
AXA Advisors March 1999 - November 2001
Skills
Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance, Team Building, Finance, Business Planning, Leadership, Small Business, Financial Services, Marketing, Banking, Risk Management, Training, Sales, Fixed Annuities, Mortgage Lending, Long-term Care, Executive Management, Strategic Financial..., Investments, Financial Advisory, Asset Management, Business Development, Credit, Financial Analysis, Financial Planning, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Retirement, Strategic Planning, Marketing Strategy, Management, Customer Service, Social Networking
Education
Barry University 1986 — 1988
MBA, Busines and Finance
Miami Dade College 1970 — 1980
AA, Business Administration
Universal Wealth Managers LLC January 2015 - Present
Universal Wealth Managers LLC September 2005 - Present
BNI Business Masters October 2010 - March 2011
Coral Gables Chamber of Commerce 2006 - 2010
New York Life January 2002 - September 2005
AXA Advisors March 1999 - November 2001
Skills
Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance, Team Building, Finance, Business Planning, Leadership, Small Business, Financial Services, Marketing, Banking, Risk Management, Training, Sales, Fixed Annuities, Mortgage Lending, Long-term Care, Executive Management, Strategic Financial..., Investments, Financial Advisory, Asset Management, Business Development, Credit, Financial Analysis, Financial Planning, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Retirement, Strategic Planning, Marketing Strategy, Management, Customer Service, Social Networking
Education
Barry University 1986 — 1988
MBA, Busines and Finance
Miami Dade College 1970 — 1980
AA, Business Administration
Ken Webb, CFP®, CPWA® Ken Webb, CFP®, CPWA®'s AXA Advisors Experience February 2013 - December 2014
Job Head of Product Support at AXA Advisors
Industry Financial Services
Experience
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Caitlyn Nye - McIntosh Caitlyn Nye - McIntosh's AXA Advisors Experience June 2010 - October 2013
Job Project Management
Industry Government Administration
Experience
Associated Veterans, LLC December 2014 - Present
Evoke Research and Consulting, LLC October 2013 - December 2014
AXA Advisors June 2010 - October 2013
State Farm May 2009 - May 2010
AXA Equitable May 2008 - May 2009
Skills
ADMINISTRATIVE..., CUSTOMER RELATIONS, Creative Problem Solving, Strategic Communications, Customer Service, Cross-functional Team..., Strategy, Time Management, Sales Operations, Sales, Project Planning, Management, Administrative..., Marketing, Analysis, Project Management
Education
Endicott College 2001 — 2005
Bachelor of Fine Arts (BFA), Creative Arts Therapy, 3.4
Asnuntuck Community College 2000 — 2001
In Collaboration with Enfield High School, Psychology 101, A
Enfield High School 1997 — 2001
Diploma, General, 3.5
Associated Veterans, LLC December 2014 - Present
Evoke Research and Consulting, LLC October 2013 - December 2014
AXA Advisors June 2010 - October 2013
State Farm May 2009 - May 2010
AXA Equitable May 2008 - May 2009
Skills
ADMINISTRATIVE..., CUSTOMER RELATIONS, Creative Problem Solving, Strategic Communications, Customer Service, Cross-functional Team..., Strategy, Time Management, Sales Operations, Sales, Project Planning, Management, Administrative..., Marketing, Analysis, Project Management
Education
Endicott College 2001 — 2005
Bachelor of Fine Arts (BFA), Creative Arts Therapy, 3.4
Asnuntuck Community College 2000 — 2001
In Collaboration with Enfield High School, Psychology 101, A
Enfield High School 1997 — 2001
Diploma, General, 3.5
Peter Catalano's AXA Advisors Experience January 2013 - July 2013
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
AXA Advisors January 2013 - July 2013
Fitness Foundations LLC (Eminence Capital) February 2009 - December 2012
Bear Stearns September 2006 - November 2008
JPMorgan Chase July 2005 - May 2006
BlackRock March 2000 - March 2005
Education
Baruch College, City University of New York (CUNY)
Finance & Investments (Focus in Database Managament)
TD Ameritrade July 2013 - Present
AXA Advisors January 2013 - July 2013
Fitness Foundations LLC (Eminence Capital) February 2009 - December 2012
Bear Stearns September 2006 - November 2008
JPMorgan Chase July 2005 - May 2006
BlackRock March 2000 - March 2005
Education
Baruch College, City University of New York (CUNY)
Finance & Investments (Focus in Database Managament)
Geoffrey Ivonnet Geoffrey Ivonnet's AXA Advisors Experience January 2008 - May 2012
Job J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. June 2012 - Present
AXA Advisors January 2008 - May 2012
Education
Barry University
Bachelor of Science (B.S.)
J.P. Morgan Chase Bank N.A. June 2012 - Present
AXA Advisors January 2008 - May 2012
Education
Barry University
Bachelor of Science (B.S.)
Jennifer Jamin's AXA Advisors Experience June 2014 - Present
Job Senior Associate Professional Staffing at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
SpinMedia, Inc. January 2014 - June 2014
Fairfield University August 2013 - May 2014
Sirius XM Radio Inc. September 2013 - December 2013
Musica Viva Australia February 2013 - June 2013
The Blue Bungalow 2009 - February 2013
Fairfield University September 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Marketing, Fundraising, Blogging, Social Media Marketing, PowerPoint, Creative Pitching, Story Pitching, Research, Teamwork, Customer Service, Public Speaking, Interviews, Microsoft Office, SPSS
Education
Fairfield University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Marketing, Cum Laude, Dean's List
Australian Catholic University 2013 — 2013
Study Abroad, International Marketing
AXA Advisors June 2014 - Present
SpinMedia, Inc. January 2014 - June 2014
Fairfield University August 2013 - May 2014
Sirius XM Radio Inc. September 2013 - December 2013
Musica Viva Australia February 2013 - June 2013
The Blue Bungalow 2009 - February 2013
Fairfield University September 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Marketing, Fundraising, Blogging, Social Media Marketing, PowerPoint, Creative Pitching, Story Pitching, Research, Teamwork, Customer Service, Public Speaking, Interviews, Microsoft Office, SPSS
Education
Fairfield University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Marketing, Cum Laude, Dean's List
Australian Catholic University 2013 — 2013
Study Abroad, International Marketing
Kennedy Yan Lin's AXA Advisors Experience February 2013 - May 2013
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2013 - May 2013
Lucky 98 discount store February 2009 - December 2012
Skills
Microsoft Excel, Corporate Finance, Financial Analysis, PowerPoint, Access, Financial Modeling, Microsoft Office, Microsoft Word, Research, Accounting, Financial Accounting, Finance, Customer Service, Management
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and investments
CUNY New York City College of Technology 2008 — 2010
Accounting
AXA Advisors February 2013 - May 2013
Lucky 98 discount store February 2009 - December 2012
Skills
Microsoft Excel, Corporate Finance, Financial Analysis, PowerPoint, Access, Financial Modeling, Microsoft Office, Microsoft Word, Research, Accounting, Financial Accounting, Finance, Customer Service, Management
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and investments
CUNY New York City College of Technology 2008 — 2010
Accounting
Lauren Liu's AXA Advisors Experience September 2013 - December 2013
Job Finance Major Senior at Baruch College
Industry Financial Services
Experience
J.P. Morgan June 2014 - March 2015
AXA Advisors September 2013 - December 2013
Association for Computing Machinery March 2013 - December 2013
United Chinese Language Association September 2012 - June 2013
FSA & ASSOCIATES September 2012 - January 2013
The Centennial Group, Inc. July 2012 - August 2012
Skills
Microsoft Excel, Event Management, Finance, PowerPoint, Teamwork, Mandarin, Access, Microsoft Word, Team Leadership
Education
Baruch College
Bachelor of Business Administration (BBA), Finance
J.P. Morgan June 2014 - March 2015
AXA Advisors September 2013 - December 2013
Association for Computing Machinery March 2013 - December 2013
United Chinese Language Association September 2012 - June 2013
FSA & ASSOCIATES September 2012 - January 2013
The Centennial Group, Inc. July 2012 - August 2012
Skills
Microsoft Excel, Event Management, Finance, PowerPoint, Teamwork, Mandarin, Access, Microsoft Word, Team Leadership
Education
Baruch College
Bachelor of Business Administration (BBA), Finance
Marco Spinelli Marco Spinelli's AXA Advisors Experience December 2013 - April 2014
Job Sales Associate with Wirtz Beverage Group
Industry Wine and Spirits
Experience
AXA Advisors December 2013 - April 2014
Landmark Incentive Marketing June 2013 - December 2013
Abercrombie & Kent October 2011 - February 2012
ABERCROMBIE & KENT USA March 2011 - February 2012
Abercrombie & Kent May 2010 - March 2011
Skills
Hospitality, Tourism, Travel Planning, Travel Management, Hotels, B2B Marketing, Operational Planning, Communication, Incentives, Marketing Communications, Sales Operations, Incentive Travel, Incentive Programs, Sales, Adventure Travel, Leisure Travel, Business Travel, Leisure, Online Travel, Luxury, Cruises, Event Planning, Customer Service, Customer Relations
Education
Augustana College 2002 — 2004
No, General
College of DuPage 2010 — 2011
General Studies
Oak Park-River Forest High School 1998 — 2002
High School Diploma, General
AXA Advisors December 2013 - April 2014
Landmark Incentive Marketing June 2013 - December 2013
Abercrombie & Kent October 2011 - February 2012
ABERCROMBIE & KENT USA March 2011 - February 2012
Abercrombie & Kent May 2010 - March 2011
Skills
Hospitality, Tourism, Travel Planning, Travel Management, Hotels, B2B Marketing, Operational Planning, Communication, Incentives, Marketing Communications, Sales Operations, Incentive Travel, Incentive Programs, Sales, Adventure Travel, Leisure Travel, Business Travel, Leisure, Online Travel, Luxury, Cruises, Event Planning, Customer Service, Customer Relations
Education
Augustana College 2002 — 2004
No, General
College of DuPage 2010 — 2011
General Studies
Oak Park-River Forest High School 1998 — 2002
High School Diploma, General
Harold Espinoza's AXA Advisors Experience March 2012 - June 2012
Job Relationship Banker at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Wells Fargo March 2014 - June 2014
Santander Bank, N.A. November 2012 - December 2013
AXA Advisors March 2012 - June 2012
Skills
English, Microsoft Excel, CRM Software, ACT!, LPL Branch, Microsoft Word, Microsoft Powerpoint, Teamwork, Finance, Valuation, Access, Outlook, Customer Service, Research, Investments, Equity Research, PowerPoint, CRM, Banking, Commercial Banking, Consumer Lending, Credit, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
Berkeley College-New York 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Alumni
Capital One June 2014 - Present
Wells Fargo March 2014 - June 2014
Santander Bank, N.A. November 2012 - December 2013
AXA Advisors March 2012 - June 2012
Skills
English, Microsoft Excel, CRM Software, ACT!, LPL Branch, Microsoft Word, Microsoft Powerpoint, Teamwork, Finance, Valuation, Access, Outlook, Customer Service, Research, Investments, Equity Research, PowerPoint, CRM, Banking, Commercial Banking, Consumer Lending, Credit, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
Berkeley College-New York 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Alumni
Michelle Chacko Michelle Chacko's AXA Advisors Experience August 2012 - January 2013
Job Managerial Accountant at Euromoney Institutional Investor
Industry Financial Services
Experience
Euromoney Institutional Investor August 2013 - Present
Euromoney Institutional Investor January 2013 - Present
AXA Advisors August 2012 - January 2013
Primary Insight, LLC May 2010 - January 2012
MODELL’S SPORTING GOODS May 2009 - August 2009
Pace University August 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Research, PowerPoint, Bloomberg, Economics, Investments, Microsoft Word, Customer Service, Accounting, Corporate Finance, Marketing, Salesforce.com, Business Development, Accounts Payable
Education
Baruch College 2010 — 2012
Bachelor's degree, Finance and Investments
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Science (BS), Finance, General
Euromoney Institutional Investor August 2013 - Present
Euromoney Institutional Investor January 2013 - Present
AXA Advisors August 2012 - January 2013
Primary Insight, LLC May 2010 - January 2012
MODELL’S SPORTING GOODS May 2009 - August 2009
Pace University August 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Research, PowerPoint, Bloomberg, Economics, Investments, Microsoft Word, Customer Service, Accounting, Corporate Finance, Marketing, Salesforce.com, Business Development, Accounts Payable
Education
Baruch College 2010 — 2012
Bachelor's degree, Finance and Investments
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Science (BS), Finance, General
Fariz Meraxa's AXA Advisors Experience January 2012 - May 2012
Job Marketing/Communications
Industry Market Research
Experience
SP Paone Consulting November 2012 - September 2014
AXA Advisors January 2012 - May 2012
El Media Group June 2011 - August 2011
NewYearsEve.com October 2010 - February 2011
Makki Makki Strategic Branding Consultant May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Research, SPSS, Market Research, InDesign, Dreamweaver, Photoshop, Illustrator, Social Networking, Social Media Marketing, Social Media, Advertising
Education
Baruch College 2007 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
SP Paone Consulting November 2012 - September 2014
AXA Advisors January 2012 - May 2012
El Media Group June 2011 - August 2011
NewYearsEve.com October 2010 - February 2011
Makki Makki Strategic Branding Consultant May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Research, SPSS, Market Research, InDesign, Dreamweaver, Photoshop, Illustrator, Social Networking, Social Media Marketing, Social Media, Advertising
Education
Baruch College 2007 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
John Tang John Tang's AXA Advisors Experience July 2011 - August 2011
Job Client Business Manager at FCB Health
Industry Marketing and Advertising
Experience
FCB Health February 2015 - Present
FCB Health April 2014 - February 2015
JWT April 2013 - April 2014
JWT March 2013 - April 2013
AXA Advisors July 2011 - August 2011
Skills
Financial Analysis, Budgets, Microsoft Office, Management, Corporate Finance, Financial Statement..., Auditing, Financial Reporting, Microsoft Excel, PeopleSoft Financial, SAP, Variance Analysis, Revenue Recognition, Journal Entries, Consulting, FileMaker
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
MBA, Finance
State University of New York at Binghamton 2007 — 2009
Bachelor of Art, Economics
Baruch College 2005 — 2006
High School of Economics & Finance 2001 — 2005
Diploma, Business
FCB Health February 2015 - Present
FCB Health April 2014 - February 2015
JWT April 2013 - April 2014
JWT March 2013 - April 2013
AXA Advisors July 2011 - August 2011
Skills
Financial Analysis, Budgets, Microsoft Office, Management, Corporate Finance, Financial Statement..., Auditing, Financial Reporting, Microsoft Excel, PeopleSoft Financial, SAP, Variance Analysis, Revenue Recognition, Journal Entries, Consulting, FileMaker
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
MBA, Finance
State University of New York at Binghamton 2007 — 2009
Bachelor of Art, Economics
Baruch College 2005 — 2006
High School of Economics & Finance 2001 — 2005
Diploma, Business
Tab Mak Tab Mak's AXA Advisors Experience June 2004 - February 2012
Job Financial Advisor, Financial Services Representative, at LPL Financial LLC.
Industry Financial Services
Experience
LPL Financial August 2015 - Present
Barnum Financial Group February 2012 - July 2015
AXA Advisors June 2004 - February 2012
Thomson Financial, formerly Primark Corp. January 1997 - March 2003
Thomson Financial 1996 - 2001
Disclosure Inc. 1996 - 1999
Skills
Investments, Insurance, Financial Strategies, Estate Conservation..., Retirement Funding...
Education
Baruch College 1989 — 1993
MBA, Finance & Investments
University at Buffalo 1975 — 1980
B.A., School of Management
LPL Financial August 2015 - Present
Barnum Financial Group February 2012 - July 2015
AXA Advisors June 2004 - February 2012
Thomson Financial, formerly Primark Corp. January 1997 - March 2003
Thomson Financial 1996 - 2001
Disclosure Inc. 1996 - 1999
Skills
Investments, Insurance, Financial Strategies, Estate Conservation..., Retirement Funding...
Education
Baruch College 1989 — 1993
MBA, Finance & Investments
University at Buffalo 1975 — 1980
B.A., School of Management
Aleksandr Gimelshteyn Aleksandr Gimelshteyn's AXA Advisors Experience 2010 - 2010
Job Global Payments Analyst
Industry Financial Services
Experience
Barclays July 2013 - Present
Brown Brothers Harriman July 2012 - July 2013
UBS Wealth Management September 2011 - December 2011
LifeTime Media April 2010 - November 2010
AXA Advisors 2010 - 2010
Skills
Account Management, Bloomberg, Microsoft Excel, Microsoft Word, Equities, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Barclays July 2013 - Present
Brown Brothers Harriman July 2012 - July 2013
UBS Wealth Management September 2011 - December 2011
LifeTime Media April 2010 - November 2010
AXA Advisors 2010 - 2010
Skills
Account Management, Bloomberg, Microsoft Excel, Microsoft Word, Equities, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Jason Wojciechowski Jason Wojciechowski's AXA Advisors Experience March 2007 - Present
Job Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors March 2007 - Present
Education
Art Institute of Fort Lauderdale 1993 — 1995
Associates, Industrial Design Technology
AXA Advisors March 2007 - Present
Education
Art Institute of Fort Lauderdale 1993 — 1995
Associates, Industrial Design Technology
Tiffany Tong Tiffany Tong's AXA Advisors Experience February 2014 - May 2014
Job Marketing Intern
Industry Marketing and Advertising
Experience
Prudential Financial July 2014 - August 2015
Revision Ventures June 2014 - December 2014
AXA Advisors February 2014 - May 2014
Skills
Social Media, Marketing Communications, Social Media Marketing, Interpersonal..., Market Research, PowerPoint, Microsoft Office, Microsoft Excel, Photoshop, Leadership, Outlook, Social Networking, Financial Analysis, Research, Event Planning, Marketing
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Advertising
Prudential Financial July 2014 - August 2015
Revision Ventures June 2014 - December 2014
AXA Advisors February 2014 - May 2014
Skills
Social Media, Marketing Communications, Social Media Marketing, Interpersonal..., Market Research, PowerPoint, Microsoft Office, Microsoft Excel, Photoshop, Leadership, Outlook, Social Networking, Financial Analysis, Research, Event Planning, Marketing
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Advertising
Amelia Tran's AXA Advisors Experience September 2011 - January 2013
Job Digital Strategist at Firebrand Group
Industry Internet
Experience
Firebrand Group February 2013 - Present
Amelia Tran October 2011 - Present
The Seiden Group July 2012 - January 2014
Webgrrls International, Inc August 2011 - December 2013
AXA Advisors September 2011 - January 2013
Starbucks Coffee Company July 2010 - September 2011
AXA Advisors June 2011 - August 2011
NYC Find Bargains January 2010 - August 2011
Lambda Nu Sigma December 2009 - August 2011
SecureWatch24 June 2010 - August 2010
Skills
Event Planning, Customer Relations, Virtual Assistance, Social Media, Social Media Marketing, Writing, Promotions, Video Editing, Training & Development, Business Strategy, LinkedIn, Twitter, Facebook, Pinterest, Photoshop, E-commerce, Project Coordination, Google Adwords, Customer Service, PowerPoint, Budgets, Digital Media, WordPress, Employee Training, SEO, Entrepreneurship, Online Marketing, Google Analytics, Sales, Project Management, Digital Strategy, Marketing, Search Engine Marketing, Social Analytics, Digital Marketing, SEM, Blogging, Management, Social Networking, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Microsoft Excel, Integrated Marketing, Microsoft Office, Leadership, Social Communication
Education
New York University - SCPS 2013 — 2014
Certificate upon completion of program, Digital Media Marketing
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship
High School of Telecommunication Arts & Technology 2004 — 2008
English, Journalism
Firebrand Group February 2013 - Present
Amelia Tran October 2011 - Present
The Seiden Group July 2012 - January 2014
Webgrrls International, Inc August 2011 - December 2013
AXA Advisors September 2011 - January 2013
Starbucks Coffee Company July 2010 - September 2011
AXA Advisors June 2011 - August 2011
NYC Find Bargains January 2010 - August 2011
Lambda Nu Sigma December 2009 - August 2011
SecureWatch24 June 2010 - August 2010
Skills
Event Planning, Customer Relations, Virtual Assistance, Social Media, Social Media Marketing, Writing, Promotions, Video Editing, Training & Development, Business Strategy, LinkedIn, Twitter, Facebook, Pinterest, Photoshop, E-commerce, Project Coordination, Google Adwords, Customer Service, PowerPoint, Budgets, Digital Media, WordPress, Employee Training, SEO, Entrepreneurship, Online Marketing, Google Analytics, Sales, Project Management, Digital Strategy, Marketing, Search Engine Marketing, Social Analytics, Digital Marketing, SEM, Blogging, Management, Social Networking, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Microsoft Excel, Integrated Marketing, Microsoft Office, Leadership, Social Communication
Education
New York University - SCPS 2013 — 2014
Certificate upon completion of program, Digital Media Marketing
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship
High School of Telecommunication Arts & Technology 2004 — 2008
English, Journalism
Robert Holstein's AXA Advisors Experience October 1986 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1986 - Present
Skills
Financial Needs Analysis, Estate Planning, Financial Planning, Individual Retirement..., Business Retirement..., Retirement Planning, Investments
Education
Ball State University 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
AXA Advisors October 1986 - Present
Skills
Financial Needs Analysis, Estate Planning, Financial Planning, Individual Retirement..., Business Retirement..., Retirement Planning, Investments
Education
Ball State University 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
Rong Jie (Jacky) Zheng Rong Jie (Jacky) Zheng's AXA Advisors Experience June 2014 - August 2014
Job Financial Data Associate at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service September 2015 - Present
J.P. Morgan July 2015 - August 2015
OTG Management July 2014 - July 2015
AXA Advisors June 2014 - August 2014
Golden Key International Honour Society, Baruch College Chapter October 2013 - May 2014
EKR Realty June 2013 - August 2013
Baruch College Table Tennis Club January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Budgets, TaxWise, Outlook, Bloomberg Terminal, Customer Service
Education
City University of New York-Baruch College 2011 — 2015
Bachelor’s Degree, Finance and Investments
Brooklyn Technical High School 2007 — 2011
High School, Media Communications
Moody's Investors Service September 2015 - Present
J.P. Morgan July 2015 - August 2015
OTG Management July 2014 - July 2015
AXA Advisors June 2014 - August 2014
Golden Key International Honour Society, Baruch College Chapter October 2013 - May 2014
EKR Realty June 2013 - August 2013
Baruch College Table Tennis Club January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Budgets, TaxWise, Outlook, Bloomberg Terminal, Customer Service
Education
City University of New York-Baruch College 2011 — 2015
Bachelor’s Degree, Finance and Investments
Brooklyn Technical High School 2007 — 2011
High School, Media Communications
Domarc Dayondon Domarc Dayondon's AXA Advisors Experience 2008 - 2008
Job Director of Marketing at Opal Financial Group
Industry Financial Services
Experience
Opal Financial Group January 2013 - Present
Opal Financial Group January 2012 - January 2013
Opal Financial Group October 2009 - January 2012
Citigroup March 2009 - August 2009
AXA Advisors 2008 - 2008
Skills
Project Management, Marketing, Recruiting, Market Research, Management, Social Media Marketing, Event Planning, Email Marketing, Microsoft Excel, Marketing Communications, Marketing Strategy, Event Management, Time Management, Advertising, Research, Public Relations, Online Advertising, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance and Investments; Information Studies
Opal Financial Group January 2013 - Present
Opal Financial Group January 2012 - January 2013
Opal Financial Group October 2009 - January 2012
Citigroup March 2009 - August 2009
AXA Advisors 2008 - 2008
Skills
Project Management, Marketing, Recruiting, Market Research, Management, Social Media Marketing, Event Planning, Email Marketing, Microsoft Excel, Marketing Communications, Marketing Strategy, Event Management, Time Management, Advertising, Research, Public Relations, Online Advertising, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance and Investments; Information Studies
Cindy Hung's AXA Advisors Experience February 2011 - May 2011
Job Staff Accountant at Grameen America, Inc.
Industry Financial Services
Experience
Grameen America, Inc. January 2015 - Present
HealthRight International October 2012 - December 2014
Fogel Neale Partners LLC March 2012 - October 2012
HealthRight International April 2011 - December 2011
AXA Advisors February 2011 - May 2011
Skills
Account Reconciliation, Accounting, General Ledger, Microsoft Excel, Financial Statements, Financial Reporting, QuickBooks, Tax, PowerPoint, Microsoft Office, Accounts Payable
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
BBA, Finance
Grameen America, Inc. January 2015 - Present
HealthRight International October 2012 - December 2014
Fogel Neale Partners LLC March 2012 - October 2012
HealthRight International April 2011 - December 2011
AXA Advisors February 2011 - May 2011
Skills
Account Reconciliation, Accounting, General Ledger, Microsoft Excel, Financial Statements, Financial Reporting, QuickBooks, Tax, PowerPoint, Microsoft Office, Accounts Payable
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
BBA, Finance
Geoffrey Smarte Geoffrey Smarte's AXA Advisors Experience June 2000 - September 2011
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2011 - Present
Smarte Financial Group June 2000 - September 2011
AXA Advisors June 2000 - September 2011
Education
Wharton School, University of Pennsylvania 2008 — 2008
Retirement Planning Specialist, Financial Planning and Services
Murray State University 1998 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Azusa Pacific University 1994 — 1998
Bachelor of Arts (B.A.), International Business
Fisher Investments September 2011 - Present
Smarte Financial Group June 2000 - September 2011
AXA Advisors June 2000 - September 2011
Education
Wharton School, University of Pennsylvania 2008 — 2008
Retirement Planning Specialist, Financial Planning and Services
Murray State University 1998 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Azusa Pacific University 1994 — 1998
Bachelor of Arts (B.A.), International Business
Johnny Morris CLU ChFC Johnny Morris CLU ChFC's AXA Advisors Experience January 1977 - Present
Job Financial Consultant and Vice President, Southeast Region of AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1977 - Present
Skills
Investment planning, Insurance planning, Long-term care planning, Retirement planning, Wealth preservation..., Education planning
Education
Auburn University 1972 — 1976
Bachelor of Business Administration (B.B.A.)
AXA Advisors January 1977 - Present
Skills
Investment planning, Insurance planning, Long-term care planning, Retirement planning, Wealth preservation..., Education planning
Education
Auburn University 1972 — 1976
Bachelor of Business Administration (B.B.A.)
Akhil Ram Akhil Ram's AXA Advisors Experience March 2012 - September 2012
Job Researcher and Analyst
Industry Research
Experience
XtremeEDA November 2014 - January 2015
Intel Corporation March 2013 - March 2014
AXA Advisors March 2012 - September 2012
Intel Corporation October 2009 - January 2012
Intel Corporation February 2009 - September 2009
Intel Corporation January 2008 - September 2009
Intel Corporation April 2001 - December 2007
Intel Corporation May 1999 - March 2001
Intel Corporation February 1997 - April 1999
Skills
Business Analysis, Business Strategy, Entrepreneurial Finance, Financial Analysis, Financial Modeling, Investment Valuation, Series 7, Series 66, Life Insurance, Disability Insurance, Health Insurance, Information Technology, Logic Design, Functional Verification, Computer Architecture, ASIC, FPGA, SoC, OOP, C++, Python, Perl
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance, Strategy, and Entrepreneurship
The University of Texas at Austin 1994 — 1997
Master of Science (M.S.), Electrical & Computer Engineering
University of Delhi - Delhi College of Engineering 1989 — 1993
Bachelor of Engineering (B.E.), Honors, Electronics and Communications Engineering
XtremeEDA November 2014 - January 2015
Intel Corporation March 2013 - March 2014
AXA Advisors March 2012 - September 2012
Intel Corporation October 2009 - January 2012
Intel Corporation February 2009 - September 2009
Intel Corporation January 2008 - September 2009
Intel Corporation April 2001 - December 2007
Intel Corporation May 1999 - March 2001
Intel Corporation February 1997 - April 1999
Skills
Business Analysis, Business Strategy, Entrepreneurial Finance, Financial Analysis, Financial Modeling, Investment Valuation, Series 7, Series 66, Life Insurance, Disability Insurance, Health Insurance, Information Technology, Logic Design, Functional Verification, Computer Architecture, ASIC, FPGA, SoC, OOP, C++, Python, Perl
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance, Strategy, and Entrepreneurship
The University of Texas at Austin 1994 — 1997
Master of Science (M.S.), Electrical & Computer Engineering
University of Delhi - Delhi College of Engineering 1989 — 1993
Bachelor of Engineering (B.E.), Honors, Electronics and Communications Engineering
Lilian Cheng Lilian Cheng's AXA Advisors Experience March 2015 - Present
Job Operations Team
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors October 2013 - Present
Drama Fever September 2012 - May 2013
OMGPOP March 2012 - June 2012
Inside Startups March 2012 - June 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Research, Basic HTML, Salesforce.com, Data Entry, HTML, Social Media Marketing
Education
CUNY Baruch College-Weissman School of Arts 2009 — 2013
Bachelor of Arts, Corporate Communication; Psychology; Management
Baruch College
Bachelor of Arts (B.A.), Corporate Communication
AXA Advisors March 2015 - Present
AXA Advisors October 2013 - Present
Drama Fever September 2012 - May 2013
OMGPOP March 2012 - June 2012
Inside Startups March 2012 - June 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Research, Basic HTML, Salesforce.com, Data Entry, HTML, Social Media Marketing
Education
CUNY Baruch College-Weissman School of Arts 2009 — 2013
Bachelor of Arts, Corporate Communication; Psychology; Management
Baruch College
Bachelor of Arts (B.A.), Corporate Communication
Iaroslava Yegorova Iaroslava Yegorova's AXA Advisors Experience July 2012 - June 2014
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi August 2014 - Present
AXA Advisors July 2012 - June 2014
Investment Management Group - Baruch College August 2011 - December 2012
Barneys New York September 2012 - November 2012
Park Avenue LASEK March 2009 - July 2012
Broadway Tax Professionals January 2011 - May 2011
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Public Speaking, Social Media, Quantitative Analytics, Outlook, Microsoft Word, Investments, Data Analysis, Research, Project Management, Marketing Communications, Corporate Finance, Calculus, Monetary Policy, Management, Finance, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Investment; Advanced Calculus; Corporate Communication; Economics, Senior
Citi August 2014 - Present
AXA Advisors July 2012 - June 2014
Investment Management Group - Baruch College August 2011 - December 2012
Barneys New York September 2012 - November 2012
Park Avenue LASEK March 2009 - July 2012
Broadway Tax Professionals January 2011 - May 2011
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Public Speaking, Social Media, Quantitative Analytics, Outlook, Microsoft Word, Investments, Data Analysis, Research, Project Management, Marketing Communications, Corporate Finance, Calculus, Monetary Policy, Management, Finance, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Investment; Advanced Calculus; Corporate Communication; Economics, Senior
Emily Poh Emily Poh's AXA Advisors Experience August 2009 - December 2009
Job Sales Associate
Industry Marketing and Advertising
Experience
AT&T Wireless November 2010 - Present
Law offices of Vincent S.Wong June 2010 - February 2011
Women's Venture Fund February 2010 - May 2010
AXA Advisors August 2009 - December 2009
Baruch College Newman Library 2007 - 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor, Business Administration; International Marketing
AT&T Wireless November 2010 - Present
Law offices of Vincent S.Wong June 2010 - February 2011
Women's Venture Fund February 2010 - May 2010
AXA Advisors August 2009 - December 2009
Baruch College Newman Library 2007 - 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor, Business Administration; International Marketing
Thomas Stamper Thomas Stamper's AXA Advisors Experience January 2013 - July 2013
Job Manager/Head Coach at CrossFit Total Control
Industry Health, Wellness and Fitness
Experience
Merrill Edge July 2013 - November 2013
AXA Advisors January 2013 - July 2013
Pfizer Pharmaceuticals January 2006 - December 2011
Johnson & Johnson March 2002 - January 2006
RWD Technologies June 1998 - March 2002
US Navy September 1991 - August 1997
Skills
Training, Sales, Pharmaceutical Sales, Neurology, Managed Care, Selling Skills, Orthopedic, Pharmaceutical Industry
Education
Baker College Business and Corporate Services 1999 — 2001
Bachelor of Business Management, Business Management, Economics, Finance
Merrill Edge July 2013 - November 2013
AXA Advisors January 2013 - July 2013
Pfizer Pharmaceuticals January 2006 - December 2011
Johnson & Johnson March 2002 - January 2006
RWD Technologies June 1998 - March 2002
US Navy September 1991 - August 1997
Skills
Training, Sales, Pharmaceutical Sales, Neurology, Managed Care, Selling Skills, Orthopedic, Pharmaceutical Industry
Education
Baker College Business and Corporate Services 1999 — 2001
Bachelor of Business Management, Business Management, Economics, Finance
Aya Charles Aya Charles's AXA Advisors Experience June 2010 - August 2010
Job Real Estate
Industry Real Estate
Experience
Rosen Law Firm PA January 2011 - January 2012
New York City Council October 2010 - December 2010
Rockwood Search Associates June 2009 - October 2010
AXA Advisors June 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Accounting and Minors in Communication and Finance
Rosen Law Firm PA January 2011 - January 2012
New York City Council October 2010 - December 2010
Rockwood Search Associates June 2009 - October 2010
AXA Advisors June 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Accounting and Minors in Communication and Finance
Josh Cohn Josh Cohn's AXA Advisors Experience July 2010 - October 2010
Job Law Clerk to the Honorable Donald A. Kessler, J.S.C., General Equity Part, Chancery Division
Industry Law Practice
Experience
The Honorable Donald A. Kessler, J.S.C., Chancery Division, General Equity Part August 2015 - Present
Civil Rights and Constitutional Litigation Clinic, Center for Social Justice July 2014 - December 2014
NJ Transit May 2014 - August 2014
The Honorable Michael A. Shipp, U.S.D.J. May 2013 - November 2013
Touro College October 2010 - August 2012
AXA Advisors July 2010 - October 2010
Mt. Sinai Jewish Center December 2007 - July 2010
Skills
Westlaw, PowerPoint, Research, Microsoft Excel, Legal Writing, Legal Research, Microsoft Word, Public Speaking, Microsoft Office, Nonprofits, Event Planning, Social Media, Lexis, Litigation, Community Outreach
Education
Seton Hall University School of Law 2012 — 2015
Juris Doctor (J.D.)
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
The Honorable Donald A. Kessler, J.S.C., Chancery Division, General Equity Part August 2015 - Present
Civil Rights and Constitutional Litigation Clinic, Center for Social Justice July 2014 - December 2014
NJ Transit May 2014 - August 2014
The Honorable Michael A. Shipp, U.S.D.J. May 2013 - November 2013
Touro College October 2010 - August 2012
AXA Advisors July 2010 - October 2010
Mt. Sinai Jewish Center December 2007 - July 2010
Skills
Westlaw, PowerPoint, Research, Microsoft Excel, Legal Writing, Legal Research, Microsoft Word, Public Speaking, Microsoft Office, Nonprofits, Event Planning, Social Media, Lexis, Litigation, Community Outreach
Education
Seton Hall University School of Law 2012 — 2015
Juris Doctor (J.D.)
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
Anderson Taorui Peng Anderson Taorui Peng's AXA Advisors Experience February 2014 - May 2014
Job Student at Baruch College
Industry Financial Services
Experience
Catalyst Investors June 2014 - May 2015
AXA Advisors February 2014 - May 2014
S.E.A. Market June 2013 - August 2013
Baruch College January 2013 - May 2013
AIESEC Polska January 2012 - March 2012
Skills
C++, Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Accounting, QuickBooks, PowerPoint, Microsoft Word, Time Management, Outlook, Tax Preparation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Bachelor of Arts (B.A.), Mathematics
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
Southwestern University of Finance and Economics 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
Catalyst Investors June 2014 - May 2015
AXA Advisors February 2014 - May 2014
S.E.A. Market June 2013 - August 2013
Baruch College January 2013 - May 2013
AIESEC Polska January 2012 - March 2012
Skills
C++, Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Accounting, QuickBooks, PowerPoint, Microsoft Word, Time Management, Outlook, Tax Preparation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Bachelor of Arts (B.A.), Mathematics
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
Southwestern University of Finance and Economics 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
Stephanie Voris's AXA Advisors Experience May 2010 - September 2013
Job Sociologist
Industry Education Management
Experience
New Mexico State University August 2014 - Present
Austin Peay State University May 2013 - May 2014
AXA Advisors May 2010 - September 2013
Jackson Hewitt Tax Service December 2003 - April 2011
Skills
Administrative..., Created and maintain an..., Spreadsheets and..., Understand and..., Prepare invoices,..., Answer and direct..., Handle funds and check..., Practice organization..., Greet visitors., Maintain a professional..., Respect and follow..., Customer Service, Microsoft Excel, Outlook, Training, Program Management, Program Development, Event Planning, Employee Benefits, Community Outreach, Interviews, Research, Leadership
Education
New Mexico State University 2014 — 2016
Master of Arts (M.A.), Sociology
Austin Peay State University 2008 — 2013
Bachelor's degree, Sociology, 4.0
New Mexico State University August 2014 - Present
Austin Peay State University May 2013 - May 2014
AXA Advisors May 2010 - September 2013
Jackson Hewitt Tax Service December 2003 - April 2011
Skills
Administrative..., Created and maintain an..., Spreadsheets and..., Understand and..., Prepare invoices,..., Answer and direct..., Handle funds and check..., Practice organization..., Greet visitors., Maintain a professional..., Respect and follow..., Customer Service, Microsoft Excel, Outlook, Training, Program Management, Program Development, Event Planning, Employee Benefits, Community Outreach, Interviews, Research, Leadership
Education
New Mexico State University 2014 — 2016
Master of Arts (M.A.), Sociology
Austin Peay State University 2008 — 2013
Bachelor's degree, Sociology, 4.0
Alexander Fokides Alexander Fokides's AXA Advisors Experience June 2005 - September 2006
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
UBS January 2014 - May 2015
UBS February 2009 - December 2013
Bernstein Global Wealth Management November 2006 - February 2009
AXA Advisors June 2005 - September 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Marketing / Finance
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.)
New Canaan High School 1997 — 2001
UBS June 2015 - Present
UBS January 2014 - May 2015
UBS February 2009 - December 2013
Bernstein Global Wealth Management November 2006 - February 2009
AXA Advisors June 2005 - September 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Marketing / Finance
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.)
New Canaan High School 1997 — 2001
Keith Maley Keith Maley's AXA Advisors Experience December 2007 - August 2009
Job National Sales Director at Sir Grout | Data Analysis | Financial Analysis | Team Leader |
Industry Consumer Services
Experience
Sir Grout February 2014 - Present
AOR Consulting November 2012 - Present
The Access Group January 2014 - December 2014
The Access Group February 2011 - December 2013
New England Financial/MetLife August 2009 - December 2011
AXA Advisors December 2007 - August 2009
Enterprise Association Steamfitters Local 638 April 1982 - September 2007
Skills
Financial Analysis, Team Leadership, Negotiation, Data Analysis, Retirement Planning, Fixed Annuities, Health Insurance, Disability Insurance, Investments, Retirement, Securities, Insurance, Investments for Pension..., Financial Advisory, Life Insurance, Sales
Education
City University of New York-Baruch College 1988 — 1989
BBA, Accounting
City University of New York-Baruch College 1977 — 1981
BBA, Business Management
Sir Grout February 2014 - Present
AOR Consulting November 2012 - Present
The Access Group January 2014 - December 2014
The Access Group February 2011 - December 2013
New England Financial/MetLife August 2009 - December 2011
AXA Advisors December 2007 - August 2009
Enterprise Association Steamfitters Local 638 April 1982 - September 2007
Skills
Financial Analysis, Team Leadership, Negotiation, Data Analysis, Retirement Planning, Fixed Annuities, Health Insurance, Disability Insurance, Investments, Retirement, Securities, Insurance, Investments for Pension..., Financial Advisory, Life Insurance, Sales
Education
City University of New York-Baruch College 1988 — 1989
BBA, Accounting
City University of New York-Baruch College 1977 — 1981
BBA, Business Management
Zach Spicer Zach Spicer's AXA Advisors Experience November 2008 - November 2014
Job Financial Advisor at Velocity Advisors a General Agency with the companies of OneAmerica
Industry Financial Services
Experience
Financial Advisor at Velocity Advisors a General Agency with the companies of OneAmerica December 2014 - Present
AXA Advisors November 2008 - November 2014
Education
Ashland University 2004 — 2008
BSBA, Accounting & Finance
The Ohio State University 2003 — 2004
N/A
Financial Advisor at Velocity Advisors a General Agency with the companies of OneAmerica December 2014 - Present
AXA Advisors November 2008 - November 2014
Education
Ashland University 2004 — 2008
BSBA, Accounting & Finance
The Ohio State University 2003 — 2004
N/A
Jackie Sze Jackie Sze's AXA Advisors Experience June 2014 - August 2014
Job Finance Intern at Edelman
Industry
Experience
Edelman July 2015 - Present
AXA Advisors June 2014 - August 2014
MUJI U.S.A. Limited June 2013 - March 2014
Downtown Therapy Clinic October 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Event Planning, Customer Service, Sales
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Edelman July 2015 - Present
AXA Advisors June 2014 - August 2014
MUJI U.S.A. Limited June 2013 - March 2014
Downtown Therapy Clinic October 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Event Planning, Customer Service, Sales
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Christine Leung Christine Leung's AXA Advisors Experience May 2013 - September 2013
Job Advertising Marketing Major, Social Media & Writing Enthusiast, Connector & Relationship Builder
Industry Law Practice
Experience
Mission Media September 2014 - December 2014
Internship with Council Member Margaret Chin September 2013 - September 2014
AXA Advisors May 2013 - September 2013
Gouverneur HealthCare Services June 2010 - August 2010
New York County District Attorney's Office June 2008 - August 2008
Skills
Research, Marketing Research, Facebook, Microsoft Office, PowerPoint, Teamwork, Social Media, Leadership, Marketing, Analysis, Social Media Marketing, Communication, Financial Analysis, Data Analysis
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Advertising & Marketing
Mission Media September 2014 - December 2014
Internship with Council Member Margaret Chin September 2013 - September 2014
AXA Advisors May 2013 - September 2013
Gouverneur HealthCare Services June 2010 - August 2010
New York County District Attorney's Office June 2008 - August 2008
Skills
Research, Marketing Research, Facebook, Microsoft Office, PowerPoint, Teamwork, Social Media, Leadership, Marketing, Analysis, Social Media Marketing, Communication, Financial Analysis, Data Analysis
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Advertising & Marketing
Sean Mahtani's AXA Advisors Experience 2011 - January 2013
Job Investigator at Florida Department of Financial Services
Industry Financial Services
Experience
Florida Department of Financial Services December 2013 - Present
Safe Harbor Tax Advisory, LLC February 2013 - November 2013
AXA Advisors 2011 - January 2013
CPSI February 2010 - December 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Independent Financial..., Risk Management, Clinical Software, EMR, EMR Training, ICD-9-CM, 401k
Education
Auburn University
Bachelors Degree, Business Administration- Finance
Florida Department of Financial Services December 2013 - Present
Safe Harbor Tax Advisory, LLC February 2013 - November 2013
AXA Advisors 2011 - January 2013
CPSI February 2010 - December 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Independent Financial..., Risk Management, Clinical Software, EMR, EMR Training, ICD-9-CM, 401k
Education
Auburn University
Bachelors Degree, Business Administration- Finance
Cristian Ilie's AXA Advisors Experience April 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
NEW EUROPE VACATIONS, INC June 2005 - January 2011
Skills
Finance, Forecasting, Management, CRM, Analysis, Investments, Budgets, Market Research, Entrepreneurship, Training, Sales, Insurance, Portfolio Management, Risk Management, Series 7, Mutual Funds, Life Insurance, Retirement Planning, Annuity Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance-Investments/Economics
Valahia University 2004 — 2007
Bachelor of Sciences
AXA Advisors April 2012 - Present
NEW EUROPE VACATIONS, INC June 2005 - January 2011
Skills
Finance, Forecasting, Management, CRM, Analysis, Investments, Budgets, Market Research, Entrepreneurship, Training, Sales, Insurance, Portfolio Management, Risk Management, Series 7, Mutual Funds, Life Insurance, Retirement Planning, Annuity Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance-Investments/Economics
Valahia University 2004 — 2007
Bachelor of Sciences
Diana Guo's AXA Advisors Experience June 2011 - October 2011
Job Financial Analyst at Bartle Bogle Hegarty NY
Industry Marketing and Advertising
Experience
Verizon Wireless May 2013 - October 2013
Louis Vuitton Moet Hennessy, Fashion Division North America January 2013 - June 2013
Tommy Hilfiger August 2011 - January 2013
Fendi August 2012 - December 2012
AXA Advisors June 2011 - October 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance and Investments, Dual-Minor in Corporate Communications and Philsophy
University of Indianapolis- Athens, Greece 2010 — 2010
Study abroad
Verizon Wireless May 2013 - October 2013
Louis Vuitton Moet Hennessy, Fashion Division North America January 2013 - June 2013
Tommy Hilfiger August 2011 - January 2013
Fendi August 2012 - December 2012
AXA Advisors June 2011 - October 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance and Investments, Dual-Minor in Corporate Communications and Philsophy
University of Indianapolis- Athens, Greece 2010 — 2010
Study abroad
Kyle Hammerschmidt's AXA Advisors Experience June 2006 - November 2007
Job Deputy Executive Director at National Limousine Association
Industry Nonprofit Organization Management
Experience
National Limousine Association June 2014 - Present
Community Associations Institute-New Jersey Chapter November 2007 - June 2014
AXA Advisors June 2006 - November 2007
Skills
Non-profit..., Non-profit Board..., Board Governance, Membership Development, Member Relations, Membership Growth, Sponsorship Relations, Sponsorship Management, Membership Retention, Financial Analysis, Publications, Magazine Management, Event Management, Deadline Oriented, Educational Seminars, Events Coordination, Trade Shows, Website Administration, Email Newsletter Design, Strategic Communications, Database Administration, Financial Statements, Meeting Facilitation, Speaker Development
Education
Babson College 2002 — 2006
Bachelor's Degree, Finance
The Lawrenceville School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
National Limousine Association June 2014 - Present
Community Associations Institute-New Jersey Chapter November 2007 - June 2014
AXA Advisors June 2006 - November 2007
Skills
Non-profit..., Non-profit Board..., Board Governance, Membership Development, Member Relations, Membership Growth, Sponsorship Relations, Sponsorship Management, Membership Retention, Financial Analysis, Publications, Magazine Management, Event Management, Deadline Oriented, Educational Seminars, Events Coordination, Trade Shows, Website Administration, Email Newsletter Design, Strategic Communications, Database Administration, Financial Statements, Meeting Facilitation, Speaker Development
Education
Babson College 2002 — 2006
Bachelor's Degree, Finance
The Lawrenceville School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
Yasir Ahsan Yasir Ahsan's AXA Advisors Experience June 2014 - August 2014
Job TMT Analyst at Baruch Investment Management Group
Industry Financial Services
Experience
Baruch Investment Management Group February 2015 - Present
Shikiar Asset Management Inc. May 2015 - August 2015
Columbia University - Leaders Workshop September 2014 - September 2014
AXA Advisors June 2014 - August 2014
Work Based Learning Program September 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Access, Outlook, Social Media, Customer Service, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Investments
Baruch College, City University of New York (CUNY)
Baruch Investment Management Group February 2015 - Present
Shikiar Asset Management Inc. May 2015 - August 2015
Columbia University - Leaders Workshop September 2014 - September 2014
AXA Advisors June 2014 - August 2014
Work Based Learning Program September 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Access, Outlook, Social Media, Customer Service, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Investments
Baruch College, City University of New York (CUNY)
William Purdy's AXA Advisors Experience June 2015 - August 2015
Job Intern at Dayton & Sydney Wealth Strategies Group
Industry Financial Services
Experience
WP Enterprises LLC. July 2014 - Present
AXA Advisors June 2015 - August 2015
Dayton & Sydney Wealth Strategies Group June 2015 - August 2015
RCC Ventures, LLC May 2015 - May 2015
Case Bar November 2014 - January 2015
Heckscher State Park June 2013 - August 2013
Capital One Asset Management, LLC. March 2013 - June 2013
SeaHawaii June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Facebook, Photoshop, Editing, Customer Service, Teamwork, Social Networking, Leadership, Marketing
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
University of Richmond 2013 — 2015
WP Enterprises LLC. July 2014 - Present
AXA Advisors June 2015 - August 2015
Dayton & Sydney Wealth Strategies Group June 2015 - August 2015
RCC Ventures, LLC May 2015 - May 2015
Case Bar November 2014 - January 2015
Heckscher State Park June 2013 - August 2013
Capital One Asset Management, LLC. March 2013 - June 2013
SeaHawaii June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Facebook, Photoshop, Editing, Customer Service, Teamwork, Social Networking, Leadership, Marketing
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
University of Richmond 2013 — 2015
Christopher Trench Christopher Trench's AXA Advisors Experience February 2005 - July 2008
Job Program Manager
Industry Management Consulting
Experience
ReNewJerseyStronger July 2013 - Present
Arbor Insurance Group August 2008 - June 2013
AXA Advisors February 2005 - July 2008
Fidelity Investments May 2001 - December 2004
Gartner October 1999 - April 2001
Bears Stearns Securities Corporation January 1997 - September 1999
SIAC September 1996 - November 1997
ADP June 1992 - May 1996
Skills
CRM, Business Analysis, Management, Account Management, Project Management, Leadership, Strategy, Program Management, Training, Sales, New Business Development, Analysis, Marketing, Market Research, Financial Services, Integration, Selling, Strategic Planning, Finance, Budgets, Quality Assurance, Requirements Analysis, Marketing Strategy, Access, Case Managment, Corporate Finance, Project Managers
Education
City University of New York-Baruch College 1996 — 2000
MBA, Marketing
State University of New York College at Oneonta 1987 — 1992
Bachelor of Arts (B.A.), Business Economics
ReNewJerseyStronger July 2013 - Present
Arbor Insurance Group August 2008 - June 2013
AXA Advisors February 2005 - July 2008
Fidelity Investments May 2001 - December 2004
Gartner October 1999 - April 2001
Bears Stearns Securities Corporation January 1997 - September 1999
SIAC September 1996 - November 1997
ADP June 1992 - May 1996
Skills
CRM, Business Analysis, Management, Account Management, Project Management, Leadership, Strategy, Program Management, Training, Sales, New Business Development, Analysis, Marketing, Market Research, Financial Services, Integration, Selling, Strategic Planning, Finance, Budgets, Quality Assurance, Requirements Analysis, Marketing Strategy, Access, Case Managment, Corporate Finance, Project Managers
Education
City University of New York-Baruch College 1996 — 2000
MBA, Marketing
State University of New York College at Oneonta 1987 — 1992
Bachelor of Arts (B.A.), Business Economics
Howard Shen Howard Shen's AXA Advisors Experience October 2010 - December 2010
Job Finance Manager at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. May 2014 - Present
The Estée Lauder Companies Inc. October 2012 - May 2014
The Estée Lauder Companies Inc. October 2011 - October 2012
The Estée Lauder Companies Inc. July 2011 - October 2011
AXA Advisors October 2010 - December 2010
China Guangfa Bank July 2010 - September 2010
Skills
Financial Modeling, Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Risk, Strategic Financial..., Finance, Corporate Finance
Education
Baruch College 2008 — 2011
Bachelor of Business Administration, Finance, 3.7
Tongji University
Bachelor's degree, Mechanical Engineering
The Estée Lauder Companies Inc. May 2014 - Present
The Estée Lauder Companies Inc. October 2012 - May 2014
The Estée Lauder Companies Inc. October 2011 - October 2012
The Estée Lauder Companies Inc. July 2011 - October 2011
AXA Advisors October 2010 - December 2010
China Guangfa Bank July 2010 - September 2010
Skills
Financial Modeling, Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Risk, Strategic Financial..., Finance, Corporate Finance
Education
Baruch College 2008 — 2011
Bachelor of Business Administration, Finance, 3.7
Tongji University
Bachelor's degree, Mechanical Engineering
Greg Emmons Greg Emmons's AXA Advisors Experience March 2012 - February 2015
Job Investment Advisor Representative at Lighthouse Wealth Management, Inc
Industry Financial Services
Experience
Lighthouse Wealth Management March 2015 - Present
AXA Advisors March 2012 - February 2015
Westfield Group/Westfield Insurance June 2008 - February 2012
Skills
Financial Planning, Investments, Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management
Education
Ashland University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ashland High School 1999 — 2003
Lighthouse Wealth Management March 2015 - Present
AXA Advisors March 2012 - February 2015
Westfield Group/Westfield Insurance June 2008 - February 2012
Skills
Financial Planning, Investments, Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management
Education
Ashland University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Ashland High School 1999 — 2003
Brent Sullivan Brent Sullivan's AXA Advisors Experience March 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Nationwide Insurance September 2005 - March 2015
Skills
Wealth Management, Investment Services, Investment Planning, Financial Services, Insurance Planning, Long-term Care Planning..., Estate Planning..., Retirement Planning..., Retirement Planning..., Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Insurance, Retirement, Life Insurance
Education
Mount Vernon Nazarene University 2010 — 2014
Master of Arts, Educational, Instruction and Curriculum Supervision
Ball State University 1987 — 1991
Bachelor of Science, History
Urbana University 1998 — 1999
Teacher Certification, Education
FHHS 1983 — 1987
AXA Advisors March 2015 - Present
Nationwide Insurance September 2005 - March 2015
Skills
Wealth Management, Investment Services, Investment Planning, Financial Services, Insurance Planning, Long-term Care Planning..., Estate Planning..., Retirement Planning..., Retirement Planning..., Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution..., Insurance, Retirement, Life Insurance
Education
Mount Vernon Nazarene University 2010 — 2014
Master of Arts, Educational, Instruction and Curriculum Supervision
Ball State University 1987 — 1991
Bachelor of Science, History
Urbana University 1998 — 1999
Teacher Certification, Education
FHHS 1983 — 1987
Phillip Arbeit Phillip Arbeit's AXA Advisors Experience 2008 - 2010
Job Applied Social and Market Research, Masters Candidate at CUNY Queens College
Industry Research
Experience
Blutek USA 2011 - 2014
AXA Advisors 2008 - 2010
Memorial Sloan Kettering Cancer Center 2007 - 2008
M.I. Cell 4 Sale 2006 - 2007
CNCG 2003 - 2005
Starbucks 2002 - 2003
Skills
Customer Service, Data Analysis, Qualitative Research, Quantitative Research, Microsoft Excel, Microsoft Word, Survey Research, Survey Design, Market Research, Access, Social Research, Statistical Data..., Data Collection, Research Experiment..., Behavioral Research, Logistics, Reverse Logistics, Employee Management, Management, Team Building, Scouting, Oral Communication, Written Communication, Analytics, Social Sciences, Behavioral Science, Sales, Telemarketing, Microsoft Office, Telecommunications, Mobile Devices, Research, Public Speaking, Stata, SPSS, Social Networking, Google Docs, PowerPoint, Telephone Skills, Direct Sales, Retail
Education
City University of New York-Queens College 2014 — 2015
Master of Arts (M.A.), Sociology
City University of New York-Queens College 2001 — 2007
Bachelor of Arts (B.A.), Sociology
Bar-Ilan University 2000 — 2001
General studies
Blutek USA 2011 - 2014
AXA Advisors 2008 - 2010
Memorial Sloan Kettering Cancer Center 2007 - 2008
M.I. Cell 4 Sale 2006 - 2007
CNCG 2003 - 2005
Starbucks 2002 - 2003
Skills
Customer Service, Data Analysis, Qualitative Research, Quantitative Research, Microsoft Excel, Microsoft Word, Survey Research, Survey Design, Market Research, Access, Social Research, Statistical Data..., Data Collection, Research Experiment..., Behavioral Research, Logistics, Reverse Logistics, Employee Management, Management, Team Building, Scouting, Oral Communication, Written Communication, Analytics, Social Sciences, Behavioral Science, Sales, Telemarketing, Microsoft Office, Telecommunications, Mobile Devices, Research, Public Speaking, Stata, SPSS, Social Networking, Google Docs, PowerPoint, Telephone Skills, Direct Sales, Retail
Education
City University of New York-Queens College 2014 — 2015
Master of Arts (M.A.), Sociology
City University of New York-Queens College 2001 — 2007
Bachelor of Arts (B.A.), Sociology
Bar-Ilan University 2000 — 2001
General studies
Kathy (Roberts) Absher's AXA Advisors Experience October 2013 - Present
Job Branch Licensing Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Education
Ball State University 1986 — 1990
Bachelor's degree, Geography
Noblesville High School 1982 — 1986
High School Diploma, General
AXA Advisors October 2013 - Present
Education
Ball State University 1986 — 1990
Bachelor's degree, Geography
Noblesville High School 1982 — 1986
High School Diploma, General
Jun Fei Yang's AXA Advisors Experience Equity TraderT3 Trading Group, LLCOctober 2014 - May 2015
Job Financial Advisor at AXA Advisor
Industry Financial Services
Experience
AXA Advisors Equity TraderT3 Trading Group, LLCOctober 2014 - May 2015
National Securities (GS Brokerage) May 2013 - June 2014
Skills
Stocks Analysis, Stock Trading, Stock Market Analysis, Microsoft Office, 产品组合管理, 股票, 财务分析, 财务, 投资, 彭博终端, 金融建模, 分析, Microsoft Excel, 公司金融
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Finance/Investment, Bachelor's degree(3.3)
AXA Advisors Equity TraderT3 Trading Group, LLCOctober 2014 - May 2015
National Securities (GS Brokerage) May 2013 - June 2014
Skills
Stocks Analysis, Stock Trading, Stock Market Analysis, Microsoft Office, 产品组合管理, 股票, 财务分析, 财务, 投资, 彭博终端, 金融建模, 分析, Microsoft Excel, 公司金融
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Finance/Investment, Bachelor's degree(3.3)
Abed Darwish's AXA Advisors Experience August 2007 - November 2010
Job Director
Industry Financial Services
Experience
KeyBank November 2010 - May 2015
AXA Advisors August 2007 - November 2010
Triple A Gas & Oil Corp July 2002 - June 2007
Skills
Retirement Planning, Investment Advisory, Banking, Customer Service, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Portfolio Management, Risk Management, Strategic Planning, New Business Development, Leadership, Sales Management, Budgets, Team Building, Management, Account Management, Marketing, Fixed Annuities, Life Insurance, Wealth Management
Education
Baldwin Wallace University 1998 — 2002
Bachelor of Arts (B.A.), Finance and Financial Management Services
Baldwin Wallace University 1998 — 2002
Bachelor of Arts (B.A.) Finance, Finance and Financial Management Services
KeyBank November 2010 - May 2015
AXA Advisors August 2007 - November 2010
Triple A Gas & Oil Corp July 2002 - June 2007
Skills
Retirement Planning, Investment Advisory, Banking, Customer Service, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Portfolio Management, Risk Management, Strategic Planning, New Business Development, Leadership, Sales Management, Budgets, Team Building, Management, Account Management, Marketing, Fixed Annuities, Life Insurance, Wealth Management
Education
Baldwin Wallace University 1998 — 2002
Bachelor of Arts (B.A.), Finance and Financial Management Services
Baldwin Wallace University 1998 — 2002
Bachelor of Arts (B.A.) Finance, Finance and Financial Management Services
Christopher Guaman Christopher Guaman's AXA Advisors Experience December 2007 - April 2008
Job Licensed Real Estate Salesperson at Exit Realty Depot
Industry Investment Management
Experience
Exit Realty Depot December 2014 - Present
JEAN-GEORGES MANAGEMENT May 2012 - September 2014
Mercer Kitchen LLC 2013 - 2013
Mercer Kitchen LLC 2013 - 2013
Mercer Kitchen LLC 2012 - 2013
Dimension Trading Group June 2009 - October 2010
AXA Advisors December 2007 - April 2008
Staples November 2006 - June 2007
Vita (Volunteer Income Tax Assistant) February 2007 - April 2007
Skills
Real Estate, Sales, Marketing, Hospitality, Food & Beverage, First Time Home Buyers, Trading, Fine Dining, Short Sales, Real Estate Transactions, Restaurants
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments
Thomas A Edison Voactional Technical H.S. 2001 — 2005
Computer Science, Computer Networking
Exit Realty Depot December 2014 - Present
JEAN-GEORGES MANAGEMENT May 2012 - September 2014
Mercer Kitchen LLC 2013 - 2013
Mercer Kitchen LLC 2013 - 2013
Mercer Kitchen LLC 2012 - 2013
Dimension Trading Group June 2009 - October 2010
AXA Advisors December 2007 - April 2008
Staples November 2006 - June 2007
Vita (Volunteer Income Tax Assistant) February 2007 - April 2007
Skills
Real Estate, Sales, Marketing, Hospitality, Food & Beverage, First Time Home Buyers, Trading, Fine Dining, Short Sales, Real Estate Transactions, Restaurants
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments
Thomas A Edison Voactional Technical H.S. 2001 — 2005
Computer Science, Computer Networking
Jessica Chang Jessica Chang's AXA Advisors Experience August 2006 - June 2008
Job Venture Capital/Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Michelle DeWitt, CIMA Michelle DeWitt, CIMA's AXA Advisors Experience May 2006 - March 2007
Job Institutional Client Service Manager at OFI Global/OppenheimerFunds
Industry Financial Services
Experience
OFI Global/OppenheimerFunds March 2015 - Present
BNY Mellon Asset Management April 2007 - March 2015
AXA Advisors May 2006 - March 2007
Morgan Stanley August 2004 - May 2006
Skills
Series 7, Financial Services, Securities, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Asset Management, Series 24, Investment Management, Separately Managed..., Series 65
Education
Baruch College
Bachelor of Business Administration, Finance and Investments
OFI Global/OppenheimerFunds March 2015 - Present
BNY Mellon Asset Management April 2007 - March 2015
AXA Advisors May 2006 - March 2007
Morgan Stanley August 2004 - May 2006
Skills
Series 7, Financial Services, Securities, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Asset Management, Series 24, Investment Management, Separately Managed..., Series 65
Education
Baruch College
Bachelor of Business Administration, Finance and Investments
In Goo Choi In Goo Choi's AXA Advisors Experience January 2010 - July 2010
Job Marketing at ADGC
Industry Marketing and Advertising
Experience
ADGC INC March 2013 - Present
KOREA TRADE-INVESTMENT PROMOTION AGENCY (KOTRA) May 2012 - August 2012
KOREA TRADE-INVESTMENT PROMOTION AGENCY (KOTRA) March 2011 - February 2012
AXA Advisors January 2010 - July 2010
Skills
French, Korean, Microsoft Word, Microsoft Excel, Power Point, Bloomberg, Research, Budgets, Market Analysis, Market Research, Marketing Strategy, PowerPoint, Project Management, Strategic Planning
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration, Finance, General
Nyack College 2007 — 2008
Business Administration and Management, General
ADGC INC March 2013 - Present
KOREA TRADE-INVESTMENT PROMOTION AGENCY (KOTRA) May 2012 - August 2012
KOREA TRADE-INVESTMENT PROMOTION AGENCY (KOTRA) March 2011 - February 2012
AXA Advisors January 2010 - July 2010
Skills
French, Korean, Microsoft Word, Microsoft Excel, Power Point, Bloomberg, Research, Budgets, Market Analysis, Market Research, Marketing Strategy, PowerPoint, Project Management, Strategic Planning
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration, Finance, General
Nyack College 2007 — 2008
Business Administration and Management, General
Dmitriy Tyutyunik Dmitriy Tyutyunik's AXA Advisors Experience September 2009 - December 2009
Job ETF Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2011 - Present
AXA Advisors September 2009 - December 2009
Altronix Corporation June 2006 - August 2009
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Accounting, Finance, Financial Analysis, Financial Reporting, Bloomberg, Financial Modeling, Securities, Financial Services, Equities, Financial Accounting, Banking, Cash Management, Client Service Oriented, Strong interpersonal..., Excellent work ethic, Exceptionally organized, MS Suite expert, Highly detail-oriented, Quantitative and..., ETFs, Corporate Actions, Fixed Income, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.43
BNY Mellon June 2011 - Present
AXA Advisors September 2009 - December 2009
Altronix Corporation June 2006 - August 2009
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Accounting, Finance, Financial Analysis, Financial Reporting, Bloomberg, Financial Modeling, Securities, Financial Services, Equities, Financial Accounting, Banking, Cash Management, Client Service Oriented, Strong interpersonal..., Excellent work ethic, Exceptionally organized, MS Suite expert, Highly detail-oriented, Quantitative and..., ETFs, Corporate Actions, Fixed Income, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.43
Cary Shoob Cary Shoob's AXA Advisors Experience January 1998 - August 2004
Job National Sales Consultant at Stage Front Presentation Systems
Industry Information Technology and Services
Experience
Stage Front Presentation SystemsR September 2003 - Present
AXA Advisors January 1998 - August 2004
HiFi Buys January 1990 - November 1997
Skills
Project Management, Strategic Planning, Social Media Marketing, New Business Development, Event Management, Telepresence, Marketing Strategy, Microsoft Office, Social Media, Online Advertising, Sales Management, Audio Conferencing, Digital Signage, Crestron, Account Management, Strategic Partnerships, AV, Sales, Audio Engineering, Integration, Tandberg, Streaming Media, Acoustics
Education
Armstrong Atlantic State University
Music
Armstrong State University
Music Theory and Composition
Stage Front Presentation SystemsR September 2003 - Present
AXA Advisors January 1998 - August 2004
HiFi Buys January 1990 - November 1997
Skills
Project Management, Strategic Planning, Social Media Marketing, New Business Development, Event Management, Telepresence, Marketing Strategy, Microsoft Office, Social Media, Online Advertising, Sales Management, Audio Conferencing, Digital Signage, Crestron, Account Management, Strategic Partnerships, AV, Sales, Audio Engineering, Integration, Tandberg, Streaming Media, Acoustics
Education
Armstrong Atlantic State University
Music
Armstrong State University
Music Theory and Composition
Trellanee Moore-Adderley Trellanee Moore-Adderley's AXA Advisors Experience February 2015 - Present
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
Marcus Velelis, CPA Marcus Velelis, CPA's AXA Advisors Experience 2008 - 2008
Job Senior Accountant at ZocDoc
Industry Accounting
Experience
ZocDoc September 2014 - Present
PwC July 2014 - September 2014
PwC September 2011 - June 2014
WZO September 2008 - August 2011
AXA Advisors 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Auditing, Microsoft Word, Microsoft Office, Strategic Planning, Public Speaking, Financial Accounting, Accounting, Internal Controls, SOX Compliancy, Sarbanes-Oxley, Internal Audit, risk assurance, Assurance, US GAAP, Financial Reporting, Data Analysis, External Audit, Big 4, COSO, Sarbanes-Oxley Act
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy, 3.98
City University of New York-Brooklyn College 2003 — 2007
BA, TV & Radio, Minor: Marketing, 3.95
ZocDoc September 2014 - Present
PwC July 2014 - September 2014
PwC September 2011 - June 2014
WZO September 2008 - August 2011
AXA Advisors 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Auditing, Microsoft Word, Microsoft Office, Strategic Planning, Public Speaking, Financial Accounting, Accounting, Internal Controls, SOX Compliancy, Sarbanes-Oxley, Internal Audit, risk assurance, Assurance, US GAAP, Financial Reporting, Data Analysis, External Audit, Big 4, COSO, Sarbanes-Oxley Act
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy, 3.98
City University of New York-Brooklyn College 2003 — 2007
BA, TV & Radio, Minor: Marketing, 3.95
Dongsoo Lee Dongsoo Lee's AXA Advisors Experience October 2010 - January 2011
Job Accounting Intern at Fendi
Industry Accounting
Experience
Fendi September 2011 - Present
AXA Advisors October 2010 - January 2011
Samwoo, LLP January 2010 - May 2010
ARMY 955 Battalion, Artillery Regiment January 2001 - March 2005
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Accounting
Fendi September 2011 - Present
AXA Advisors October 2010 - January 2011
Samwoo, LLP January 2010 - May 2010
ARMY 955 Battalion, Artillery Regiment January 2001 - March 2005
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Accounting
Alexis (Macaluso) Lundeen Alexis (Macaluso) Lundeen's AXA Advisors Experience January 2007 - March 2012
Job Trust Officer at PNC
Industry Financial Services
Experience
PNC August 2015 - Present
The Private Trust Company, N.A. July 2014 - August 2015
The Private Trust Company, N.A. March 2012 - July 2014
AXA Advisors January 2007 - March 2012
AXA Advisors January 2006 - December 2006
Skills
Social Networking, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Social Media, Time Management, PowerPoint, Social Media Marketing, Event Planning, Event Management, Retail, Sales
Education
Cannon Financial Institute 2012 — 2014
Trust Schools 1-3
Ashland University 2002 — 2006
BS Business Administration, Finance, Economics
PNC August 2015 - Present
The Private Trust Company, N.A. July 2014 - August 2015
The Private Trust Company, N.A. March 2012 - July 2014
AXA Advisors January 2007 - March 2012
AXA Advisors January 2006 - December 2006
Skills
Social Networking, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Social Media, Time Management, PowerPoint, Social Media Marketing, Event Planning, Event Management, Retail, Sales
Education
Cannon Financial Institute 2012 — 2014
Trust Schools 1-3
Ashland University 2002 — 2006
BS Business Administration, Finance, Economics
Sarit Brosh's AXA Advisors Experience October 2005 - December 2010
Job Financial Advisor, Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - December 2012
AXA Advisors October 2005 - December 2010
Bank Of New York 2003 - 2005
HSBC Republic 2000 - 2002
Bank Leumi USA 1996 - 2000
Bank Leumi USA 1994 - 1996
Skills
Securities, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Services, 401k, Investment Strategies, Wealth, Financial Analysis, Finance, Risk Management
Education
Bar-Ilan University
BA, Special Education and Arabic
Morgan Stanley Smith Barney January 2011 - December 2012
AXA Advisors October 2005 - December 2010
Bank Of New York 2003 - 2005
HSBC Republic 2000 - 2002
Bank Leumi USA 1996 - 2000
Bank Leumi USA 1994 - 1996
Skills
Securities, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Services, 401k, Investment Strategies, Wealth, Financial Analysis, Finance, Risk Management
Education
Bar-Ilan University
BA, Special Education and Arabic
Raul Urrutia's AXA Advisors Experience September 2010 - January 2011
Job ASM Manager at Verizon Wireless
Industry Insurance
Experience
Verizon Wireless June 2013 - Present
Verizon Wireless February 2011 - Present
Verizon Wireless August 2012 - June 2013
AXA Advisors September 2010 - January 2011
Suprainvest December 2008 - August 2010
NALIC Life Insurance Company April 2002 - September 2008
Skills
Marketing, Business Strategy, Business Development, Insurance, Sales Operations, Investments
Education
Florida International University 2003 — 2005
Economics, Economics
Barry University 2001 — 2003
Economics, Economics
Colegio Marista de Guaynabo 1995 — 2001
Baldwin School
Verizon Wireless June 2013 - Present
Verizon Wireless February 2011 - Present
Verizon Wireless August 2012 - June 2013
AXA Advisors September 2010 - January 2011
Suprainvest December 2008 - August 2010
NALIC Life Insurance Company April 2002 - September 2008
Skills
Marketing, Business Strategy, Business Development, Insurance, Sales Operations, Investments
Education
Florida International University 2003 — 2005
Economics, Economics
Barry University 2001 — 2003
Economics, Economics
Colegio Marista de Guaynabo 1995 — 2001
Baldwin School
Brian Bartholomew Brian Bartholomew's AXA Advisors Experience June 2007 - November 2008
Job Accountant at iCiDIGITAL
Industry Accounting
Experience
iCiDIGITAL February 2015 - Present
Concord Hospitality Enterprises May 2014 - February 2015
Concord Hospitality Enterprises January 2011 - May 2014
Concord Hospitality Enterprises May 2009 - December 2010
SunTrust Investment Services December 2008 - April 2009
AXA Advisors June 2007 - November 2008
Skills
Accounting, Accounts Payable, Finance, Customer Service, Budgets, Comfortable with..., Proficient with..., Management, Investments, Hotels, Financial Statements, Accounts Receivable, Financial Analysis, Tax, Payroll, Tax Audit Representation, Communication Skills, Organization, Leadership, Corporate Accounting, Intermediate Knowledge..., Profitvue, ProCheck, Hospitality Industry, Journal Entries, Financial Reporting, Corporate Finance
Education
Auburn University 2012 — 2014
Master's degree, Accounting, 3.9 GPA
University of North Carolina at Wilmington 2003 — 2007
Bachelor's degree, Marketing and Finance, 3.5 GPA
iCiDIGITAL February 2015 - Present
Concord Hospitality Enterprises May 2014 - February 2015
Concord Hospitality Enterprises January 2011 - May 2014
Concord Hospitality Enterprises May 2009 - December 2010
SunTrust Investment Services December 2008 - April 2009
AXA Advisors June 2007 - November 2008
Skills
Accounting, Accounts Payable, Finance, Customer Service, Budgets, Comfortable with..., Proficient with..., Management, Investments, Hotels, Financial Statements, Accounts Receivable, Financial Analysis, Tax, Payroll, Tax Audit Representation, Communication Skills, Organization, Leadership, Corporate Accounting, Intermediate Knowledge..., Profitvue, ProCheck, Hospitality Industry, Journal Entries, Financial Reporting, Corporate Finance
Education
Auburn University 2012 — 2014
Master's degree, Accounting, 3.9 GPA
University of North Carolina at Wilmington 2003 — 2007
Bachelor's degree, Marketing and Finance, 3.5 GPA
Jason Wat Jason Wat's AXA Advisors Experience June 2010 - August 2010
Job Analyst at CapitalSpring
Industry Financial Services
Experience
CapitalSpring July 2013 - Present
CapitalSpring June 2012 - August 2012
FGI Finance August 2011 - February 2012
Dealogic June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Bachelor of Science, Finance and Accounting
City University of New York-Baruch College 2009 — 2010
Bachelor of Business Administration, Finance and Investments
Macaulay Honors College 2009 — 2010
Stuyvesant High School 2005 — 2009
CapitalSpring July 2013 - Present
CapitalSpring June 2012 - August 2012
FGI Finance August 2011 - February 2012
Dealogic June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Bachelor of Science, Finance and Accounting
City University of New York-Baruch College 2009 — 2010
Bachelor of Business Administration, Finance and Investments
Macaulay Honors College 2009 — 2010
Stuyvesant High School 2005 — 2009
Mark Perry, CMFC, CLTC Mark Perry, CMFC, CLTC's AXA Advisors Experience August 2014 - February 2015
Job Experienced Insurance and Financial Services Executive
Industry Financial Services
Experience
AXA Advisors August 2014 - February 2015
Prudential Financial 2007 - 2012
Prudential Financial 1999 - June 2007
Prudential Financial January 1992 - 1999
Skills
Strategic..., Change Management, Financial Management, Leadership Development, Talent/Succession..., Diversity..., Managerial Finance, Leadership, Strategy, Business Development, Coaching, Insurance, Fixed Annuities, CRM, Risk Management, Training, Strategic Planning, Program Management, Recruiting, Sales, Management, Financial Planning, Financial Services
Education
Assumption College 1988 — 1992
Pshycology / Business
The American College 2002 — 2013
CLU
Corporation for Long Term Care 2003 — 2005
CLTC, Certified Long Term Care Consultant
College for Financial Planning 1998 — 1999
CMFC, Chartered Mutual Fund Counselor
AXA Advisors August 2014 - February 2015
Prudential Financial 2007 - 2012
Prudential Financial 1999 - June 2007
Prudential Financial January 1992 - 1999
Skills
Strategic..., Change Management, Financial Management, Leadership Development, Talent/Succession..., Diversity..., Managerial Finance, Leadership, Strategy, Business Development, Coaching, Insurance, Fixed Annuities, CRM, Risk Management, Training, Strategic Planning, Program Management, Recruiting, Sales, Management, Financial Planning, Financial Services
Education
Assumption College 1988 — 1992
Pshycology / Business
The American College 2002 — 2013
CLU
Corporation for Long Term Care 2003 — 2005
CLTC, Certified Long Term Care Consultant
College for Financial Planning 1998 — 1999
CMFC, Chartered Mutual Fund Counselor
John Wickey's AXA Advisors Experience June 2014 - September 2014
Job Associate Financial Analyst at Darling Consulting Group
Industry Financial Services
Experience
Darling Consulting Group June 2015 - Present
Babson College Athletics Department September 2011 - May 2015
AXA Advisors June 2014 - September 2014
Hannaford Supermarkets July 2009 - August 2014
Education
Babson College 2011 — 2015
Bachelor of Science (BS),, Finance, General
Babson College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Darling Consulting Group June 2015 - Present
Babson College Athletics Department September 2011 - May 2015
AXA Advisors June 2014 - September 2014
Hannaford Supermarkets July 2009 - August 2014
Education
Babson College 2011 — 2015
Bachelor of Science (BS),, Finance, General
Babson College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Ben Hamid-Khani Ben Hamid-Khani's AXA Advisors Experience July 2014 - August 2015
Job Financial Advisor | MBA Candidate, SMU Cox School of Business
Industry Financial Services
Experience
AXA Advisors July 2014 - August 2015
AXA Advisors October 2012 - August 2015
Uplift Education October 2010 - October 2011
J.P. Morgan July 2007 - August 2010
Goldman Sachs December 2006 - February 2007
Morgan Stanley Smith Barney September 2001 - December 2006
Skills
Investments, Analysis, Securities, Finance, Strategic Financial..., Wealth Management, Business Development, Asset Allocation, Insurance, Relationship Management, Financial Advisory, Small Business, Financial Modeling, Financial Analysis, Banking, Risk Management, Mutual Funds, Financial Planning
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Investments and Securities; Marketing
Austin College 2003 — 2007
Bachelor of Arts, Summa cum Laude, Economics, Business Administration
AXA Advisors July 2014 - August 2015
AXA Advisors October 2012 - August 2015
Uplift Education October 2010 - October 2011
J.P. Morgan July 2007 - August 2010
Goldman Sachs December 2006 - February 2007
Morgan Stanley Smith Barney September 2001 - December 2006
Skills
Investments, Analysis, Securities, Finance, Strategic Financial..., Wealth Management, Business Development, Asset Allocation, Insurance, Relationship Management, Financial Advisory, Small Business, Financial Modeling, Financial Analysis, Banking, Risk Management, Mutual Funds, Financial Planning
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Investments and Securities; Marketing
Austin College 2003 — 2007
Bachelor of Arts, Summa cum Laude, Economics, Business Administration
Matt Reeves, PMP Matt Reeves, PMP's AXA Advisors Experience October 2000 - October 2001
Job Manager Data Quality & Operations at Munich American Reassurance Company
Industry Information Technology and Services
Experience
Munich American Reassurance Company April 2014 - Present
Aon Hewitt June 2010 - April 2014
J.P. Morgan January 2008 - June 2010
Aon October 2001 - January 2008
AXA Advisors October 2000 - October 2001
Skills
Project Management, Data Analytics, Healthcare Analytics, Innovation, Integration, Healthcare Information..., Software Project..., PMP, Business Intelligence, ETL, Requirements Analysis, Project Portfolio..., Vendor Management, Stakeholder Management
Education
Auburn University 1993 — 1998
Bachelor of Arts (B.A.), History
Munich American Reassurance Company April 2014 - Present
Aon Hewitt June 2010 - April 2014
J.P. Morgan January 2008 - June 2010
Aon October 2001 - January 2008
AXA Advisors October 2000 - October 2001
Skills
Project Management, Data Analytics, Healthcare Analytics, Innovation, Integration, Healthcare Information..., Software Project..., PMP, Business Intelligence, ETL, Requirements Analysis, Project Portfolio..., Vendor Management, Stakeholder Management
Education
Auburn University 1993 — 1998
Bachelor of Arts (B.A.), History
Francisco Rodriguez Ledezma's AXA Advisors Experience April 2015 - Present
Job Recruiting individuals to build a way of life in Financial Services. Helping clients protect their families and wealth.
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Universidad Católica Andrés Bello 1987 — 1992
Engineer’s Degree
AXA Advisors April 2015 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Universidad Católica Andrés Bello 1987 — 1992
Engineer’s Degree
Adrian Voytelmgum's AXA Advisors Experience April 2009 - Present
Job Branch Compliance Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2009 - Present
Pershing LLC May 2007 - April 2009
AXA Advisors November 1998 - May 2007
Skills
Series 7, Series 53, Series 63, Investment Advisory, Fixed Annuities, Series 65, Asset Allocation, IRAs, Fixed Income, Mutual Funds, Series 24, Securities, Variable Annuities, Insurance, Life Insurance, Risk Management, Alternative Investments, Retirement Planning, Asset Management, ETFs
Education
Baruch 1995 — 1997
AXA Advisors April 2009 - Present
Pershing LLC May 2007 - April 2009
AXA Advisors November 1998 - May 2007
Skills
Series 7, Series 53, Series 63, Investment Advisory, Fixed Annuities, Series 65, Asset Allocation, IRAs, Fixed Income, Mutual Funds, Series 24, Securities, Variable Annuities, Insurance, Life Insurance, Risk Management, Alternative Investments, Retirement Planning, Asset Management, ETFs
Education
Baruch 1995 — 1997
Hope Edwards Newsome's AXA Advisors Experience April 2008 - March 2011
Job Assistant General Counsel and Chief Compliance Officer at Triloma
Industry Investment Management
Experience
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Abel Torres's AXA Advisors Experience November 2000 - Present
Job Broker/Dealer Manager
Industry Financial Services
Experience
AXA Advisors November 2000 - Present
Education
Baruch College, City University of New York (CUNY)
AXA Advisors November 2000 - Present
Education
Baruch College, City University of New York (CUNY)
Anna Shytuhina's AXA Advisors Experience
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
AXA Advisors
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bill Schatz's AXA Advisors Experience February 2015 - Present
Job Regional Vice President at AXA Advisors
Industry Insurance
Experience
AXA Advisors February 2015 - Present
Transamerica May 2009 - December 2014
Highland Capital Brokerage March 2005 - May 2009
Skills
Sales, Life Insurance, Term Life Insurance, Fixed Annuities, Series 6, Insurance, Retirement, Retirement Planning, Series 63, Long-term Care, Disability Insurance, Underwriting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA Economics
AXA Advisors February 2015 - Present
Transamerica May 2009 - December 2014
Highland Capital Brokerage March 2005 - May 2009
Skills
Sales, Life Insurance, Term Life Insurance, Fixed Annuities, Series 6, Insurance, Retirement, Retirement Planning, Series 63, Long-term Care, Disability Insurance, Underwriting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA Economics
Catherine Ajaero's AXA Advisors Experience August 2006 - February 2007
Job Analyst
Industry Research
Experience
S&P Capital IQ January 2008 - Present
Episcopal Diocese of Massachusetts August 2007 - December 2007
AXA Advisors August 2006 - February 2007
Ameriprise Financial May 2006 - September 2006
Skills
Bloomberg, Business Strategy, Capital IQ, Capital Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Research, Valuation, Business Development
Education
Babson College 2004 — 2007
Bachelor's of Science
S&P Capital IQ January 2008 - Present
Episcopal Diocese of Massachusetts August 2007 - December 2007
AXA Advisors August 2006 - February 2007
Ameriprise Financial May 2006 - September 2006
Skills
Bloomberg, Business Strategy, Capital IQ, Capital Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Research, Valuation, Business Development
Education
Babson College 2004 — 2007
Bachelor's of Science
Shaun Clements's AXA Advisors Experience June 2006 - Present
Job Sales Consultant at Genworth Wealth Management
Industry Financial Services
Experience
Genworth Wealth Management June 2010 - Present
AXA Advisors June 2006 - Present
Education
Augustana College 2000 — 2004
Bachelor's Degree, Business Administration
Genworth Wealth Management June 2010 - Present
AXA Advisors June 2006 - Present
Education
Augustana College 2000 — 2004
Bachelor's Degree, Business Administration
Artur Golovanevskyy's AXA Advisors Experience March 2007 - July 2007
Job Intern at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services Project Manager
Alternative Asset Investment Management October 2007 - January 2008
AXA Advisors March 2007 - July 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelors, Finance
GlobeOp Financial Services Project Manager
Alternative Asset Investment Management October 2007 - January 2008
AXA Advisors March 2007 - July 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelors, Finance
Keith Lockwood's AXA Advisors Experience January 2012 - Present
Job Registered Rep at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
AXA Advisors 2008 - January 2012
AXA Advisors October 2002 - March 2008
Skills
Investments, Insurance, Retirement, Financial Planning, Customer Relations
Education
Ashland University 1998 — 2002
BSBA, Finance, Economics
Stetson University 1997 — 1998
n/a, History
AXA Advisors January 2012 - Present
AXA Advisors 2008 - January 2012
AXA Advisors October 2002 - March 2008
Skills
Investments, Insurance, Retirement, Financial Planning, Customer Relations
Education
Ashland University 1998 — 2002
BSBA, Finance, Economics
Stetson University 1997 — 1998
n/a, History
Bethany Dria's AXA Advisors Experience July 2008 - December 2008
Job Business Valuation Associate at Apple Growth Partners
Industry Financial Services
Experience
Apple Growth Partners October 2014 - Present
Diebold July 2012 - October 2014
Northcoast Research May 2009 - February 2011
Midwest Research December 2008 - May 2009
AXA Advisors July 2008 - December 2008
Eagle Investment Group - University Investment Course August 2007 - May 2008
AXA Advisors 2007 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies, Uniform Combined State..., Asset Management, Life Insurance, 401k, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Ashland University 2004 — 2008
BS in BA, Finance, Psychology
Apple Growth Partners October 2014 - Present
Diebold July 2012 - October 2014
Northcoast Research May 2009 - February 2011
Midwest Research December 2008 - May 2009
AXA Advisors July 2008 - December 2008
Eagle Investment Group - University Investment Course August 2007 - May 2008
AXA Advisors 2007 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies, Uniform Combined State..., Asset Management, Life Insurance, 401k, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Ashland University 2004 — 2008
BS in BA, Finance, Psychology
Linda Carrion's AXA Advisors Experience September 2009 - April 2010
Job Senior Account Executive at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett September 2010 - Present
AXA Advisors September 2009 - April 2010
Skills
Series 7, series 63, Integrated Marketing, Account Management, Creativity, Teamwork, Strategic Thinking, Marketing Research, Digital Marketing, Marketing Communications, Brand Development, Interactive Marketing, Online Advertising, Advertising, Social Media, Strategy, Marketing, Social Media Marketing, Digital Strategy, Marketing Strategy, Management
Education
Barnard College 2005 — 2009
BA, Economics
Columbia University in the City of New York
Bachelor's degree
Leo Burnett September 2010 - Present
AXA Advisors September 2009 - April 2010
Skills
Series 7, series 63, Integrated Marketing, Account Management, Creativity, Teamwork, Strategic Thinking, Marketing Research, Digital Marketing, Marketing Communications, Brand Development, Interactive Marketing, Online Advertising, Advertising, Social Media, Strategy, Marketing, Social Media Marketing, Digital Strategy, Marketing Strategy, Management
Education
Barnard College 2005 — 2009
BA, Economics
Columbia University in the City of New York
Bachelor's degree
Tom Willenborg's AXA Advisors Experience February 2014 - November 2014
Job Empower Retirement
Industry Consumer Services
Experience
EMPOWER Retirement December 2014 - Present
AXA Advisors February 2014 - November 2014
Internal Revenue Service December 2008 - February 2014
KC Lawn Pro January 2003 - December 2010
Citi January 1999 - January 2006
Brinker International January 1992 - January 1999
Skills
Financial Planning, Retirement Planning, Risk Management, College Education..., Investment Advisory, Traditional and Roth..., Life Insurance, Mutual Funds, Annuities, 401k Rollovers
Education
Baker University 2000 — 2002
Masters, MBA
MidAmerica Nazarene University 1992 — 1993
Bachelors, Business Administration
EMPOWER Retirement December 2014 - Present
AXA Advisors February 2014 - November 2014
Internal Revenue Service December 2008 - February 2014
KC Lawn Pro January 2003 - December 2010
Citi January 1999 - January 2006
Brinker International January 1992 - January 1999
Skills
Financial Planning, Retirement Planning, Risk Management, College Education..., Investment Advisory, Traditional and Roth..., Life Insurance, Mutual Funds, Annuities, 401k Rollovers
Education
Baker University 2000 — 2002
Masters, MBA
MidAmerica Nazarene University 1992 — 1993
Bachelors, Business Administration
Ahilan Sinnathurai's AXA Advisors Experience May 2011 - August 2011
Job Yield Analyst at AOL Platforms
Industry Market Research
Experience
AOL Platforms March 2015 - Present
AOL Platforms October 2014 - Present
Cross Pond Media June 2012 - September 2014
Sylvan Learning Centers June 2011 - March 2013
Energy Solutions Forum Inc. June 2011 - December 2011
AXA Advisors May 2011 - August 2011
Immigrant Center for Empowerment and Training April 2010 - June 2011
Hindu Community Outreach 2009 - 2010
Skills
Analysis, SQL, Economics, Risk Management, PowerPoint, Facebook, Microsoft Word, Access, Financial Analysis, Social Media Marketing, Financial Modeling, Marketing Strategy, Social Media, Digital Marketing, Data Analysis, Online Advertising, HTML, Microsoft Office, Microsoft Excel, Outlook, Time Management, Market Research, Research, User Experience, A/B testing, User Experience Testing, Quality Assurance, Google Analytics, Project Management
Education
City University of New York-Baruch College 2008 — 2012
BS, Actuarial Science
Coursera
AOL Platforms March 2015 - Present
AOL Platforms October 2014 - Present
Cross Pond Media June 2012 - September 2014
Sylvan Learning Centers June 2011 - March 2013
Energy Solutions Forum Inc. June 2011 - December 2011
AXA Advisors May 2011 - August 2011
Immigrant Center for Empowerment and Training April 2010 - June 2011
Hindu Community Outreach 2009 - 2010
Skills
Analysis, SQL, Economics, Risk Management, PowerPoint, Facebook, Microsoft Word, Access, Financial Analysis, Social Media Marketing, Financial Modeling, Marketing Strategy, Social Media, Digital Marketing, Data Analysis, Online Advertising, HTML, Microsoft Office, Microsoft Excel, Outlook, Time Management, Market Research, Research, User Experience, A/B testing, User Experience Testing, Quality Assurance, Google Analytics, Project Management
Education
City University of New York-Baruch College 2008 — 2012
BS, Actuarial Science
Coursera
Eileen Kaplinsky's AXA Advisors Experience November 2009 - October 2010
Job Treasury Analyst at Loews Corporation
Industry Financial Services
Experience
Loews Corporation May 2013 - Present
Affinity Solutions September 2011 - May 2013
Affinity Solutions June 2011 - August 2011
City University of New York October 2010 - May 2011
AXA Advisors November 2009 - October 2010
MRGDirect Inc June 2006 - November 2009
Skills
Business Development, Operations Management, Loyalty Programs, Strategic Partnerships, Campaign Strategies, Finance, Marketing, Microsoft Excel, Investments, Management, Leadership, Budgets, E-commerce, Analysis, Portfolio Management, Microsoft Office
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Zicklin School of Business, Baruch College, CUNY New 2008 — 2011
Bachelor, Business Administration; Finance
Staten Island Technical High School 2004 — 2008
High School
Loews Corporation May 2013 - Present
Affinity Solutions September 2011 - May 2013
Affinity Solutions June 2011 - August 2011
City University of New York October 2010 - May 2011
AXA Advisors November 2009 - October 2010
MRGDirect Inc June 2006 - November 2009
Skills
Business Development, Operations Management, Loyalty Programs, Strategic Partnerships, Campaign Strategies, Finance, Marketing, Microsoft Excel, Investments, Management, Leadership, Budgets, E-commerce, Analysis, Portfolio Management, Microsoft Office
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Zicklin School of Business, Baruch College, CUNY New 2008 — 2011
Bachelor, Business Administration; Finance
Staten Island Technical High School 2004 — 2008
High School
Michelle Kenel's AXA Advisors Experience 2012 - 2013
Job MLP Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2015 - Present
Cognizant Technology Solutions March 2013 - March 2015
AXA Advisors 2012 - 2013
NYSE Euronext June 2011 - November 2012
Skills
Series 7, Series 63, Bloomberg Terminal, Equities, Bloomberg
Education
Babson College 2008 — 2012
UBS Investment Bank March 2015 - Present
Cognizant Technology Solutions March 2013 - March 2015
AXA Advisors 2012 - 2013
NYSE Euronext June 2011 - November 2012
Skills
Series 7, Series 63, Bloomberg Terminal, Equities, Bloomberg
Education
Babson College 2008 — 2012
Edwin J Cruz's AXA Advisors Experience July 1995 - December 2002
Job Insurance Specialist
Industry Financial Services
Experience
National Financial Network, LLC August 2013 - Present
Allstate Life Insurance Company of NY March 2006 - December 2012
New York Life Insurance Company December 2002 - December 2005
AXA Advisors July 1995 - December 2002
AXA Equitable October 1982 - July 1995
Skills
Retirement Planning, Annuities, Annuity, Insurance Planning, Strategy, Sales, Insurance, Marketing, Marketing Strategy, Finance, Succession Planning, Forecasting, Brand Development, Brand Management, Recruiting, Strategic Financial..., Series 6, Retirement, Life Insurance, Financial Planners, Fixed Annuities, Risk Management
Education
National Sales & Management Center, Arlington Hts, IL 2007 — 2007
Business/Managerial Economics
American Airlines Conference Center, Dallas, Tx 2003 — 2003
Mastering and Developing Financial Reps
AXA University, Bordeaux 1995 — 1996
International Business Management
City University of New York-Baruch College 1980 — 1981
Insurance & Real Estate Principle
Rutgers, The State University of New Jersey - Rutgers Business School 1969 — 1971
Labor Management
National Financial Network, LLC August 2013 - Present
Allstate Life Insurance Company of NY March 2006 - December 2012
New York Life Insurance Company December 2002 - December 2005
AXA Advisors July 1995 - December 2002
AXA Equitable October 1982 - July 1995
Skills
Retirement Planning, Annuities, Annuity, Insurance Planning, Strategy, Sales, Insurance, Marketing, Marketing Strategy, Finance, Succession Planning, Forecasting, Brand Development, Brand Management, Recruiting, Strategic Financial..., Series 6, Retirement, Life Insurance, Financial Planners, Fixed Annuities, Risk Management
Education
National Sales & Management Center, Arlington Hts, IL 2007 — 2007
Business/Managerial Economics
American Airlines Conference Center, Dallas, Tx 2003 — 2003
Mastering and Developing Financial Reps
AXA University, Bordeaux 1995 — 1996
International Business Management
City University of New York-Baruch College 1980 — 1981
Insurance & Real Estate Principle
Rutgers, The State University of New Jersey - Rutgers Business School 1969 — 1971
Labor Management
Rita Borchers's AXA Advisors Experience May 2000 - March 2006
Job Assistant Vice President, Market Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
AXA Advisors May 2000 - March 2006
Merrill Lynch July 1994 - May 2000
Skills
Mutual Funds, Securities, Retirement, Insurance, Financial Services, Fixed Annuities, Equities, Risk Management, Asset Allocation, Variable Annuities
Education
Baker University
Bachelors of Arts, Business Administration
Wells Fargo Advisors March 2006 - Present
AXA Advisors May 2000 - March 2006
Merrill Lynch July 1994 - May 2000
Skills
Mutual Funds, Securities, Retirement, Insurance, Financial Services, Fixed Annuities, Equities, Risk Management, Asset Allocation, Variable Annuities
Education
Baker University
Bachelors of Arts, Business Administration
Maksim Soshkin's AXA Advisors Experience May 2011 - July 2011
Job Senior Analyst at IBISWorld
Industry Financial Services
Experience
IBISWorld June 2015 - Present
IBISWorld August 2013 - June 2015
International Institute of Research USA January 2013 - May 2013
NYC Department of Consumer Affairs February 2012 - June 2012
AXA Advisors May 2011 - July 2011
Jewish Home Lifecare November 2010 - January 2011
US Census Bureau May 2010 - August 2010
VITA January 2010 - April 2010
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Budgets, Accounting, Bloomberg Terminal, Microsoft Office, Finance, Leadership, Economics, Analysis, Management, Portfolio Management, Trading
Education
City University of New York-Baruch College 2008 — 2012
BBA, Finance, Investments, Political Science, 3.82
Vienna University of Economics and Business Administration 2011 — 2011
Study Abroad Program, Finance, Economics
IBISWorld June 2015 - Present
IBISWorld August 2013 - June 2015
International Institute of Research USA January 2013 - May 2013
NYC Department of Consumer Affairs February 2012 - June 2012
AXA Advisors May 2011 - July 2011
Jewish Home Lifecare November 2010 - January 2011
US Census Bureau May 2010 - August 2010
VITA January 2010 - April 2010
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Budgets, Accounting, Bloomberg Terminal, Microsoft Office, Finance, Leadership, Economics, Analysis, Management, Portfolio Management, Trading
Education
City University of New York-Baruch College 2008 — 2012
BBA, Finance, Investments, Political Science, 3.82
Vienna University of Economics and Business Administration 2011 — 2011
Study Abroad Program, Finance, Economics
francis kiazolu's AXA Advisors Experience April 2012 - September 2012
Job RETIREMENT FUNDS ADMINSTRATOR at GreatWest Financial
Industry Nonprofit Organization Management
Experience
Great-West Financial August 2014 - Present
Gazelle March 2014 - August 2014
Catholic Guardian Society & Home Bureau September 2008 - March 2014
AXA Advisors April 2012 - September 2012
Chantal Cleaning Services June 2009 - February 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's Degree, Economics/Finance
Great-West Financial August 2014 - Present
Gazelle March 2014 - August 2014
Catholic Guardian Society & Home Bureau September 2008 - March 2014
AXA Advisors April 2012 - September 2012
Chantal Cleaning Services June 2009 - February 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's Degree, Economics/Finance
Carmen Bayley's AXA Advisors Experience October 2000 - September 2008
Job Patient Representative
Industry Hospital & Health Care
Experience
Hudson River HealthCare, Inc. (HRHCare) March 2015 - Present
Pinnacle Career Institute March 2014 - December 2014
Xtiva Financial Systems May 2011 - July 2013
Xtiva Financial Systems May 2009 - May 2011
AXA Advisors October 2000 - September 2008
AXA Advisors August 1989 - October 2000
Skills
Business Analysis, Financial Services, Relationship Management, SaaS, Vendor Management, SQL, Account Management, Customer Support, Compensation Structures, Project Management, Salesforce.com, Management, Compensation Specialist, Mutual Funds, Clearing Firms, Financial Audits, FINRA, Disaster Recovery, Account Reconciliation, Compliance, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Managerial Finance, Contract Negotiation, Networking, Outsourcing, Office Management, Office Administration, Mergers & Acquisitions, PowerPoint, Quality Assurance, Quality Control, Change Management, Sales, Sales Management, Securities, Business Development, Accounting, Process Improvement, Equities, Investments, Enterprise Software, Asset Management, Analysis, Series 7, Finance, Teamwork, Business Process...
Education
Baruch College
Accounting/Finance
Syracuse Unversity
Biology/ Accounting
Wagner College
Accounting/Finance
Hudson River HealthCare, Inc. (HRHCare) March 2015 - Present
Pinnacle Career Institute March 2014 - December 2014
Xtiva Financial Systems May 2011 - July 2013
Xtiva Financial Systems May 2009 - May 2011
AXA Advisors October 2000 - September 2008
AXA Advisors August 1989 - October 2000
Skills
Business Analysis, Financial Services, Relationship Management, SaaS, Vendor Management, SQL, Account Management, Customer Support, Compensation Structures, Project Management, Salesforce.com, Management, Compensation Specialist, Mutual Funds, Clearing Firms, Financial Audits, FINRA, Disaster Recovery, Account Reconciliation, Compliance, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Managerial Finance, Contract Negotiation, Networking, Outsourcing, Office Management, Office Administration, Mergers & Acquisitions, PowerPoint, Quality Assurance, Quality Control, Change Management, Sales, Sales Management, Securities, Business Development, Accounting, Process Improvement, Equities, Investments, Enterprise Software, Asset Management, Analysis, Series 7, Finance, Teamwork, Business Process...
Education
Baruch College
Accounting/Finance
Syracuse Unversity
Biology/ Accounting
Wagner College
Accounting/Finance
Warren Suess's AXA Advisors Experience January 2015 - Present
Job Vice President Central Region at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA May 2009 - Present
Skills
Retirement Planning, Insurance, Mutual Funds, Securities, Fixed Annuities, Retirement, Investments, Financial Planners, Investment Strategies, Portfolio Management, FINRA, Financial Analysis, Investment Advisory, Wealth Management, Relationship Management, Strategic Financial...
Education
Ball State University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management
Ball State University - College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.)
AXA Advisors January 2015 - Present
AXA May 2009 - Present
Skills
Retirement Planning, Insurance, Mutual Funds, Securities, Fixed Annuities, Retirement, Investments, Financial Planners, Investment Strategies, Portfolio Management, FINRA, Financial Analysis, Investment Advisory, Wealth Management, Relationship Management, Strategic Financial...
Education
Ball State University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management
Ball State University - College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Marvin Baim's AXA Advisors Experience Proprietary TraderG-2 TRADING
Job Financial Services Professional
Industry Financial Services
Experience
Axa Advisors Proprietary TraderG-2 TRADING
First New York Securities 2002 - 2005
ANDOVER SECURITIES (acquired by Sungard Data Systems) 2001 - 2002
First New York Securities 1998 - 2001
LAWRENCE, O'DONNELL, MARCUS & CO. LLP 1980 - 1998
Skills
Finance, Trading, Equities, Securities, ETFs, Options, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1970 — 1974
MBA, Finance and Investments
Queens College 1964 — 1968
BA, Economics
Axa Advisors Proprietary TraderG-2 TRADING
First New York Securities 2002 - 2005
ANDOVER SECURITIES (acquired by Sungard Data Systems) 2001 - 2002
First New York Securities 1998 - 2001
LAWRENCE, O'DONNELL, MARCUS & CO. LLP 1980 - 1998
Skills
Finance, Trading, Equities, Securities, ETFs, Options, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1970 — 1974
MBA, Finance and Investments
Queens College 1964 — 1968
BA, Economics
Bailey Hu's AXA Advisors Experience September 2011 - December 2011
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
State Street February 2012 - July 2015
AXA Advisors September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Time Management, Event Planning, Social Media, Outlook, Public Speaking, Teamwork, Data Analysis, Social Networking, Customer Service
Education
Baruch College, City University of New York (CUNY)
State Street February 2012 - July 2015
AXA Advisors September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Time Management, Event Planning, Social Media, Outlook, Public Speaking, Teamwork, Data Analysis, Social Networking, Customer Service
Education
Baruch College, City University of New York (CUNY)
Davis Kim's AXA Advisors Experience February 2008 - January 2009
Job Management Consulting Professional
Industry Management Consulting
Experience
AXA Advisors February 2008 - January 2009
Education
ArtCenter College of Design 2009 — 2010
Product Design
University of California, San Diego 2005 — 2007
Bachelor of Science, Management Science
AXA Advisors February 2008 - January 2009
Education
ArtCenter College of Design 2009 — 2010
Product Design
University of California, San Diego 2005 — 2007
Bachelor of Science, Management Science
Kristen Stoughton's AXA Advisors Experience May 2014 - October 2014
Job Lead Bartender at Cat's Billiards
Industry Accounting
Experience
Cat's Billiards January 2013 - Present
AXA Advisors May 2014 - October 2014
Skills
Microsoft Office, CRM databases, Customer Service, Public Speaking, Microsoft Excel, Accounting
Education
Texas State University 2012 — 2015
Bachelor's Degree, Accounting
Austin Community College 2009 — 2012
Cat's Billiards January 2013 - Present
AXA Advisors May 2014 - October 2014
Skills
Microsoft Office, CRM databases, Customer Service, Public Speaking, Microsoft Excel, Accounting
Education
Texas State University 2012 — 2015
Bachelor's Degree, Accounting
Austin Community College 2009 — 2012
Anojan Rudra's AXA Advisors Experience July 2012 - August 2012
Job Intern at The Wall Street Transcript
Industry
Experience
AXA Advisors July 2012 - August 2012
Atlantic Partners Financial Group May 2012 - August 2012
Immigrant Center of Empowerment Training February 2010 - June 2011
U.S. Department of Commerce January 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising
Education
Baruch College 2008 — 2013
AXA Advisors July 2012 - August 2012
Atlantic Partners Financial Group May 2012 - August 2012
Immigrant Center of Empowerment Training February 2010 - June 2011
U.S. Department of Commerce January 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising
Education
Baruch College 2008 — 2013
Magda Najarian's AXA Advisors Experience 1988 - 1999
Job Bookkeeping at Bedminster eye and laser center
Industry Medical Practice
Experience
Bedminster eye and laser center 1999 - Present
AXA Advisors 1988 - 1999
Education
Azusa Pacific University 1985 — 1987
Master of Business Administration (MBA), Finance, General
The American University of Paris 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Bedminster eye and laser center 1999 - Present
AXA Advisors 1988 - 1999
Education
Azusa Pacific University 1985 — 1987
Master of Business Administration (MBA), Finance, General
The American University of Paris 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Andrew Savage's AXA Advisors Experience September 2013 - December 2013
Job Student at City University of New YorkBaruch College
Industry Market Research
Experience
AXA Advisors September 2013 - December 2013
RE/MAX Midtown June 2013 - August 2013
Exhibition Dynamix October 2011 - April 2012
Swatch Group October 2009 - April 2011
Skills
Customer Service, Market Research, Leadership Development, Team Leadership, Power Generation, Microsoft Office, Social Media, Organization, Teamwork, Project Planning, Marketing, Management, Finance
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), International Business, Marketing, Spanish
AXA Advisors September 2013 - December 2013
RE/MAX Midtown June 2013 - August 2013
Exhibition Dynamix October 2011 - April 2012
Swatch Group October 2009 - April 2011
Skills
Customer Service, Market Research, Leadership Development, Team Leadership, Power Generation, Microsoft Office, Social Media, Organization, Teamwork, Project Planning, Marketing, Management, Finance
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), International Business, Marketing, Spanish
Xue Jin Huang's AXA Advisors Experience February 2013 - July 2013
Job Business Analyst Intern at Société Générale
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Bank of America November 2014 - February 2015
Capital One January 2014 - November 2014
Ceato Amusement, Inc. September 2012 - November 2013
AXA Advisors February 2013 - July 2013
Goldman Sachs November 2007 - December 2008
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance/Investments, Psychology
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Bank of America November 2014 - February 2015
Capital One January 2014 - November 2014
Ceato Amusement, Inc. September 2012 - November 2013
AXA Advisors February 2013 - July 2013
Goldman Sachs November 2007 - December 2008
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance/Investments, Psychology
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO