AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Enrique Burmeister Enrique Burmeister's AXA Advisors Experience January 2014 - April 2014
Job Enrollment & Marketing Coordinator at Wayside Schools
Industry Higher Education
Experience
Wayside Schools February 2015 - Present
uShip August 2014 - February 2015
St. Edward's University August 2011 - May 2014
AXA Advisors January 2014 - April 2014
Austin Convention & Visitors Bureau September 2013 - November 2013
Hispanic Scholarship Consortium May 2013 - August 2013
Univision Communications Inc. May 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Event Planning, Public Speaking, Social Media, Social Networking, Investments, Marketing, Sales, Bilingual-English/Spanis..., Spanish, Brand Management, Microsoft Excel, Financial Analysis, Financial Modeling, International Marketing, Statistics, Planning Budgeting &..., Data Analysis, International Business, Spanish-English, Facebook, Forecasting
Education
St. Edward's University 2010 — 2014
Bachelor of Business Administration (BBA), International Marketing
Wayside Schools February 2015 - Present
uShip August 2014 - February 2015
St. Edward's University August 2011 - May 2014
AXA Advisors January 2014 - April 2014
Austin Convention & Visitors Bureau September 2013 - November 2013
Hispanic Scholarship Consortium May 2013 - August 2013
Univision Communications Inc. May 2012 - August 2012
Skills
Social Media Marketing, Public Relations, Event Planning, Public Speaking, Social Media, Social Networking, Investments, Marketing, Sales, Bilingual-English/Spanis..., Spanish, Brand Management, Microsoft Excel, Financial Analysis, Financial Modeling, International Marketing, Statistics, Planning Budgeting &..., Data Analysis, International Business, Spanish-English, Facebook, Forecasting
Education
St. Edward's University 2010 — 2014
Bachelor of Business Administration (BBA), International Marketing
Scott Winstead's AXA Advisors Experience October 2009 - December 2012
Job Founder | Trinion Financial
Industry Financial Services
Experience
Trinion Financial October 2014 - Present
Razor Asset Management, LLC. January 2013 - October 2014
AXA Advisors October 2009 - December 2012
Williamson Printing Corporation July 2007 - May 2009
Cardinal Health June 2002 - June 2007
Skills
Account Management, Sales, Sales Management, Strategic Planning, Marketing, New Business Development, Leadership, B2B, Sales Operations, Customer Service, Insurance, Business Development, Contract Negotiation, Direct Sales, Marketing Strategy, Budgets, Retirement Planning, Investment Strategies, Educational Consulting, Estate Planning, Risk Management, Strategic Financial..., Asset Allocation, Asset Management, Sales Process, Portfolio Management, Management, Selling, Salesforce.com, Team Building, Small Business, Entrepreneurship, Forecasting, Start-ups, Securities, Financial Planners, Strategic Partnerships, Financial Advisory, Investments, Investment Advisory, Wealth Management, Finance, Mutual Funds, Series 63, 401k, Fixed Annuities, Series 7, Life Insurance, Retirement, Wealth
Education
University of Nevada-Las Vegas 2000 — 2002
Business Administration, Marketing
St. John's University 1998 — 2000
Trinion Financial October 2014 - Present
Razor Asset Management, LLC. January 2013 - October 2014
AXA Advisors October 2009 - December 2012
Williamson Printing Corporation July 2007 - May 2009
Cardinal Health June 2002 - June 2007
Skills
Account Management, Sales, Sales Management, Strategic Planning, Marketing, New Business Development, Leadership, B2B, Sales Operations, Customer Service, Insurance, Business Development, Contract Negotiation, Direct Sales, Marketing Strategy, Budgets, Retirement Planning, Investment Strategies, Educational Consulting, Estate Planning, Risk Management, Strategic Financial..., Asset Allocation, Asset Management, Sales Process, Portfolio Management, Management, Selling, Salesforce.com, Team Building, Small Business, Entrepreneurship, Forecasting, Start-ups, Securities, Financial Planners, Strategic Partnerships, Financial Advisory, Investments, Investment Advisory, Wealth Management, Finance, Mutual Funds, Series 63, 401k, Fixed Annuities, Series 7, Life Insurance, Retirement, Wealth
Education
University of Nevada-Las Vegas 2000 — 2002
Business Administration, Marketing
St. John's University 1998 — 2000
Kate Gonzales Kate Gonzales's AXA Advisors Experience February 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Education
Southern Methodist University 2012 — 2016
University of Oxford 2014 — 2014
Phoenix Country Day 1998 — 2012
High School
AXA Advisors February 2015 - Present
Education
Southern Methodist University 2012 — 2016
University of Oxford 2014 — 2014
Phoenix Country Day 1998 — 2012
High School
Joseph J. Iacono Joseph J. Iacono's AXA Advisors Experience April 1989 - Present
Job Financial Consultant at AXA Advisors
Industry Insurance
Experience
AXA Advisors April 1989 - Present
IBM January 1977 - October 1988
Skills
Sales, Financial Services, Retirement Planning
Education
Southern Illinois University, Carbondale 1973 — 1976
Bachelor of Science (BS), Radio and TV, Marketing
Triton College
AXA Advisors April 1989 - Present
IBM January 1977 - October 1988
Skills
Sales, Financial Services, Retirement Planning
Education
Southern Illinois University, Carbondale 1973 — 1976
Bachelor of Science (BS), Radio and TV, Marketing
Triton College
Lauren Bower Lauren Bower's AXA Advisors Experience September 2015 - Present
Job Finance Major in SMU Cox School of Business
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
Mayer Tax Management July 2015 - August 2015
SMU Lyle School of Engineering CSE Department September 2013 - May 2014
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Access, Social Networking, Facebook
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Financial Consulting
Southern Methodist University - Cox School of Business 2013 — 2017
AXA Advisors September 2015 - Present
Mayer Tax Management July 2015 - August 2015
SMU Lyle School of Engineering CSE Department September 2013 - May 2014
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Access, Social Networking, Facebook
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Financial Consulting
Southern Methodist University - Cox School of Business 2013 — 2017
Adrian Sanders's AXA Advisors Experience August 2013 - October 2014
Job Benefits Consultant at Aflac
Industry Financial Services
Experience
Aflac November 2014 - Present
AXA Advisors August 2013 - October 2014
Morgan Stanley Wealth Management February 2013 - May 2013
TGW.com - The Golf Warehouse September 2010 - February 2013
Skills
Fixed Annuities, Insurance, Life Insurance, 401k, Term Life Insurance, IRAs, Whole Life, 401k Rollovers, 529 Plans, Variable Annuities, Investment Brokerage
Education
Coffeyville Community College
Southeast Missouri State University
Finance, General
Wichita State University
Finance, General
Aflac November 2014 - Present
AXA Advisors August 2013 - October 2014
Morgan Stanley Wealth Management February 2013 - May 2013
TGW.com - The Golf Warehouse September 2010 - February 2013
Skills
Fixed Annuities, Insurance, Life Insurance, 401k, Term Life Insurance, IRAs, Whole Life, 401k Rollovers, 529 Plans, Variable Annuities, Investment Brokerage
Education
Coffeyville Community College
Southeast Missouri State University
Finance, General
Wichita State University
Finance, General
Matt Frederick, CRPC® Matt Frederick, CRPC®'s AXA Advisors Experience 1990 - 1995
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Christopher Loy Christopher Loy's AXA Advisors Experience 1999 - 2001
Job CFO | Strategic Partner | Change Leader | Global Team Builder | Accelerating Performance | Increasing Value
Industry Executive Office
Experience
JW Logistics, LLC 2014 - 2015
BT Global Services 2012 - 2013
Time Warner Cable 2005 - 2012
IES 2001 - 2005
AXA Advisors 1999 - 2001
Various 1979 - 1999
Skills
Process Improvement, Managerial Finance, Strategy, Financial Reporting, Sarbanes-Oxley Act, Cross-functional Team..., Management, Leadership, Finance, Strategic Planning, Financial Analysis, Forecasting, Contract Negotiation, Executive Management, Strategic Financial..., Budgets, Restructuring, Internal Controls, CRM, Variance Analysis, Revenue Recognition, Revenue/profit..., Credit and collections, Mergers & Acquisitions, Financial Modeling, Business Process..., Acquisition Integration, Operations Management, Financial Forecasting, Corporate Finance, Team Building, Vendor Management, Hyperion Enterprise, Capital Budgeting, Working capital/cash..., Contract Negotiations, Consolidation, Due Diligence, Risk Management, Operations Finance, P&L, Supply Chain, Transformation, Global Business, Mentoring, Performance Metrics, Presentations, Organizational Change, Financial Planning
Education
Southern Methodist University - Cox School of Business 1990 — 1992
MBA, International
University of Montana 1975 — 1979
BSBA, Accounting
JW Logistics, LLC 2014 - 2015
BT Global Services 2012 - 2013
Time Warner Cable 2005 - 2012
IES 2001 - 2005
AXA Advisors 1999 - 2001
Various 1979 - 1999
Skills
Process Improvement, Managerial Finance, Strategy, Financial Reporting, Sarbanes-Oxley Act, Cross-functional Team..., Management, Leadership, Finance, Strategic Planning, Financial Analysis, Forecasting, Contract Negotiation, Executive Management, Strategic Financial..., Budgets, Restructuring, Internal Controls, CRM, Variance Analysis, Revenue Recognition, Revenue/profit..., Credit and collections, Mergers & Acquisitions, Financial Modeling, Business Process..., Acquisition Integration, Operations Management, Financial Forecasting, Corporate Finance, Team Building, Vendor Management, Hyperion Enterprise, Capital Budgeting, Working capital/cash..., Contract Negotiations, Consolidation, Due Diligence, Risk Management, Operations Finance, P&L, Supply Chain, Transformation, Global Business, Mentoring, Performance Metrics, Presentations, Organizational Change, Financial Planning
Education
Southern Methodist University - Cox School of Business 1990 — 1992
MBA, International
University of Montana 1975 — 1979
BSBA, Accounting
Michael J. Hughes Michael J. Hughes's AXA Advisors Experience June 2009 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
AXA Advisors June 1964 - Present
AXA Advisors June 2003 - June 2009
AXA Equitable June 1970 - June 2003
AXA Equitable June 1964 - June 1970
Education
St. Ambrose University
BA, Sociology, Business Admininstration and Education, 3.0
AXA Advisors June 2009 - Present
AXA Advisors June 1964 - Present
AXA Advisors June 2003 - June 2009
AXA Equitable June 1970 - June 2003
AXA Equitable June 1964 - June 1970
Education
St. Ambrose University
BA, Sociology, Business Admininstration and Education, 3.0
Eric Earle Eric Earle's AXA Advisors Experience September 2005 - August 2008
Job Executive Benefits Sales Consultant at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group September 2010 - May 2012
CUNA Mutual Group August 2008 - September 2010
AXA Advisors September 2005 - August 2008
Skills
Investments, Executive Pay, Retirement, Sales, Insurance, Retirement Planning, Life Insurance, Series 7, Fixed Annuities, Strategic Financial..., Mutual Funds, 401k, Employee Benefits, Portfolio Management, Financial Analysis, Financial Advisory
Education
St. Cloud State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
CUNA Mutual Group May 2012 - Present
CUNA Mutual Group September 2010 - May 2012
CUNA Mutual Group August 2008 - September 2010
AXA Advisors September 2005 - August 2008
Skills
Investments, Executive Pay, Retirement, Sales, Insurance, Retirement Planning, Life Insurance, Series 7, Fixed Annuities, Strategic Financial..., Mutual Funds, 401k, Employee Benefits, Portfolio Management, Financial Analysis, Financial Advisory
Education
St. Cloud State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Anthony DiStefano Anthony DiStefano's AXA Advisors Experience March 2008 - October 2008
Job Financial Representative at Creative Financial Group of NJ
Industry Investment Management
Experience
Prudential Financial April 2014 - May 2015
Creative Financial Group of NJ July 2010 - September 2013
US Census Bureau 2009 - 2010
AXA Advisors March 2008 - October 2008
Jefferies & Company July 2000 - December 2007
Ladenburg Thalmann August 1997 - July 2000
American Futures Group May 1995 - August 1997
Skills
Trading, Investments, Series 7, Hedge Funds, Fixed Annuities, Series 63, Securities, Wealth Management, Equities, Retirement Planning, Investment Strategies, Finance, Strategic Financial..., IRAs, Investment Advisory, Retirement, 401k, Estate Planning, Asset Allocation, Series 6, Financial Planners, Mutual Funds, Bonds, Roth IRA, 529 Plans, 401k Rollovers, Investment Management, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Financial Planning
Education
St. Francis College 1978 — 1982
Bachelor of Science, Business Administration
sacred heart brooklyn ny
Prudential Financial April 2014 - May 2015
Creative Financial Group of NJ July 2010 - September 2013
US Census Bureau 2009 - 2010
AXA Advisors March 2008 - October 2008
Jefferies & Company July 2000 - December 2007
Ladenburg Thalmann August 1997 - July 2000
American Futures Group May 1995 - August 1997
Skills
Trading, Investments, Series 7, Hedge Funds, Fixed Annuities, Series 63, Securities, Wealth Management, Equities, Retirement Planning, Investment Strategies, Finance, Strategic Financial..., IRAs, Investment Advisory, Retirement, 401k, Estate Planning, Asset Allocation, Series 6, Financial Planners, Mutual Funds, Bonds, Roth IRA, 529 Plans, 401k Rollovers, Investment Management, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Financial Planning
Education
St. Francis College 1978 — 1982
Bachelor of Science, Business Administration
sacred heart brooklyn ny
Brandon B. Collins's AXA Advisors Experience May 2007 - August 2009
Job Restaurateur at IHOP
Industry Restaurants
Experience
IHOP February 2008 - Present
State of Louisiana April 2012 - June 2013
AXA Advisors May 2007 - August 2009
Skills
Restaurant Management, Customer Service, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree, Business Administration and Management, General
IHOP February 2008 - Present
State of Louisiana April 2012 - June 2013
AXA Advisors May 2007 - August 2009
Skills
Restaurant Management, Customer Service, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree, Business Administration and Management, General
Emma Zhao's AXA Advisors Experience May 2009 - July 2009
Job Real Estate Private Equity
Industry Real Estate
Experience
A&J Capital Investment, Inc 2012 - 2015
Roland Berger Strategy Consultants 2010 - 2011
USC Credit Union 2009 - 2010
AXA Advisors May 2009 - July 2009
University of Southern California September 2008 - May 2009
Skills
Corporate Finance, Due Diligence, Investments, Private Equity, Portfolio Management, Microsoft Excel, PowerPoint, Mandarin, Management, Project Management, Management Consulting, Social Media Marketing, Valuation, Asset Management, Derivative Securities, Investment Strategies, Commercial Real Estate, Private Placements, EB-5, DCF, Capital Markets, Argus Modeling
Education
Stanford University
MS, Management Science and Engineering
University of Southern California
BS, Economics/Mathematics
University of California, Los Angeles
Certificate, Real Estate
ACG Senior College
High School
A&J Capital Investment, Inc 2012 - 2015
Roland Berger Strategy Consultants 2010 - 2011
USC Credit Union 2009 - 2010
AXA Advisors May 2009 - July 2009
University of Southern California September 2008 - May 2009
Skills
Corporate Finance, Due Diligence, Investments, Private Equity, Portfolio Management, Microsoft Excel, PowerPoint, Mandarin, Management, Project Management, Management Consulting, Social Media Marketing, Valuation, Asset Management, Derivative Securities, Investment Strategies, Commercial Real Estate, Private Placements, EB-5, DCF, Capital Markets, Argus Modeling
Education
Stanford University
MS, Management Science and Engineering
University of Southern California
BS, Economics/Mathematics
University of California, Los Angeles
Certificate, Real Estate
ACG Senior College
High School
Troy Talamelli's AXA Advisors Experience May 2012 - August 2013
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Lynn Bellamour's AXA Advisors Experience March 2012 - August 2012
Job Stylist and Wardrobe Intern at Navia Vision
Industry Financial Services
Experience
Navia Vision September 2014 - September 2014
Creativ PR Showroom/ Fashion Climaxx September 2013 - February 2014
Northtec LLC, an Estee Lauder Company May 2013 - August 2013
AXA Advisors March 2012 - August 2012
Work Ready Philadelphia Program/ George Washington HS Beacon Center July 2010 - August 2010
Work Ready Philadelphia Program/Ed Snider Youth Hockey Foundation July 2009 - August 2009
Skills
Microsoft Office, Teamwork, French, Creole, SAP, Administrative Work, Time Management, Access, Policy, Financial Analysis, Management, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Social Networking
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance, General
George Washington High School 2007 — 2010
High School
Navia Vision September 2014 - September 2014
Creativ PR Showroom/ Fashion Climaxx September 2013 - February 2014
Northtec LLC, an Estee Lauder Company May 2013 - August 2013
AXA Advisors March 2012 - August 2012
Work Ready Philadelphia Program/ George Washington HS Beacon Center July 2010 - August 2010
Work Ready Philadelphia Program/Ed Snider Youth Hockey Foundation July 2009 - August 2009
Skills
Microsoft Office, Teamwork, French, Creole, SAP, Administrative Work, Time Management, Access, Policy, Financial Analysis, Management, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Social Networking
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance, General
George Washington High School 2007 — 2010
High School
Jessica Garvey Jessica Garvey's AXA Advisors Experience August 2008 - June 2009
Job Purchasing Manager at Ansen Corporation
Industry Electrical/Electronic Manufacturing
Experience
Ansen Corporation May 2013 - Present
Ansen Corporation September 2010 - May 2013
AXA Advisors August 2008 - June 2009
Skills
Procurement, International Business, Supplier Management, Inventory Management, Building Relationships, MRP, Logistics Management, Purchasing, Account Management, Negotiation, Supply Management, Pricing, Process Improvement, Strategic Sourcing, Lean Manufacturing, Manufacturing, Management
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science, Business Administration - Concentration in International Business
Ansen Corporation May 2013 - Present
Ansen Corporation September 2010 - May 2013
AXA Advisors August 2008 - June 2009
Skills
Procurement, International Business, Supplier Management, Inventory Management, Building Relationships, MRP, Logistics Management, Purchasing, Account Management, Negotiation, Supply Management, Pricing, Process Improvement, Strategic Sourcing, Lean Manufacturing, Manufacturing, Management
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science, Business Administration - Concentration in International Business
Aleksandra Wingate Aleksandra Wingate's AXA Advisors Experience June 2009 - August 2009
Job International Programs Assistant at University of North Carolina at Chapel Hill
Industry Education Management
Experience
University of North Carolina at Chapel Hill - Burch Programs and Honors Study Abroad July 2013 - June 2015
World Learning- CONTACT Program May 2013 - June 2013
SIT Graduate Institute August 2012 - May 2013
The Kite Loft May 2010 - August 2012
SUNY Brockport August 2010 - May 2011
AXA Advisors June 2009 - August 2009
Skills
Sales, Leadership, Social Networking, Time Management, Project Management, Customer Service, Cultural Awareness, Training Programme..., Intercultural..., Public Speaking, Program Development, Qualitative Research, Program Evaluation, Community Outreach, Higher Education, International Education, Training, Teamwork, Analysis, Management, Marketing, Nonprofits, Research, Student Affairs, Teaching, Fundraising, Event Planning, International Relations
Education
SIT Graduate Institute 2012 — 2014
Master of Arts (M.A.), Intercultural Management
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (B.S.), Finance, Magna Cum Laude
University of North Carolina at Chapel Hill - Burch Programs and Honors Study Abroad July 2013 - June 2015
World Learning- CONTACT Program May 2013 - June 2013
SIT Graduate Institute August 2012 - May 2013
The Kite Loft May 2010 - August 2012
SUNY Brockport August 2010 - May 2011
AXA Advisors June 2009 - August 2009
Skills
Sales, Leadership, Social Networking, Time Management, Project Management, Customer Service, Cultural Awareness, Training Programme..., Intercultural..., Public Speaking, Program Development, Qualitative Research, Program Evaluation, Community Outreach, Higher Education, International Education, Training, Teamwork, Analysis, Management, Marketing, Nonprofits, Research, Student Affairs, Teaching, Fundraising, Event Planning, International Relations
Education
SIT Graduate Institute 2012 — 2014
Master of Arts (M.A.), Intercultural Management
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Chad Bollenbach Chad Bollenbach's AXA Advisors Experience 2001 - 2002
Job Vice President at Canterbury Consulting
Industry Investment Management
Experience
Canterbury Consulting July 2013 - Present
Capital Group Private Client Services October 2012 - February 2013
Capital Group Private Client Services January 2006 - September 2012
Trenwith Securities LLC 2003 - 2005
AXA Advisors 2001 - 2002
Cisneros Group of Companies 2000 - 2001
Skills
Asset Management, Investment Management, Start-ups, Business Strategy, Equities
Education
Stanford University 1999 — 2000
Master of Arts (M.A.), Latin American Studies
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Canterbury Consulting July 2013 - Present
Capital Group Private Client Services October 2012 - February 2013
Capital Group Private Client Services January 2006 - September 2012
Trenwith Securities LLC 2003 - 2005
AXA Advisors 2001 - 2002
Cisneros Group of Companies 2000 - 2001
Skills
Asset Management, Investment Management, Start-ups, Business Strategy, Equities
Education
Stanford University 1999 — 2000
Master of Arts (M.A.), Latin American Studies
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Doug Quinn Doug Quinn's AXA Advisors Experience October 1982 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1982 - Present
Skills
Agency/Firm Building, Building a Financial..., Business Succession..., Education Planning..., Estate Planning..., Executive Benefits..., Financial Planning, Financial Services, Insurance Planning, Insurance Services, Investment Planning, IRA Distribution..., Long-Term Care Planning..., Retirement Planning..., Strategic Financial..., Tax-deferred Investment..., Tax-efficient..., Wealth Accumulation, Wealth Preservation..., Wealth Management
Education
Southern Illinois University, Carbondale 1971 — 1973
Associate in Computer Science
AXA Advisors October 1982 - Present
Skills
Agency/Firm Building, Building a Financial..., Business Succession..., Education Planning..., Estate Planning..., Executive Benefits..., Financial Planning, Financial Services, Insurance Planning, Insurance Services, Investment Planning, IRA Distribution..., Long-Term Care Planning..., Retirement Planning..., Strategic Financial..., Tax-deferred Investment..., Tax-efficient..., Wealth Accumulation, Wealth Preservation..., Wealth Management
Education
Southern Illinois University, Carbondale 1971 — 1973
Associate in Computer Science
Rene R. Farrington, AIF®, CFP® Rene R. Farrington, AIF®, CFP®'s AXA Advisors Experience September 2002 - October 2012
Job CERTIFIED FINANCIAL PLANNER ™ at Rosemont Financial Group
Industry Financial Services
Experience
Rosemont Financial Group October 2012 - Present
AXA Advisors September 2002 - October 2012
Skills
Series 7, Certified Financial..., Series 24, Licensed Life & Health..., Series 66, Accredited Investment...
Education
State University of New York College at Brockport 1998 — 2002
Bachelor's degree, Finance, General
Rosemont Financial Group October 2012 - Present
AXA Advisors September 2002 - October 2012
Skills
Series 7, Certified Financial..., Series 24, Licensed Life & Health..., Series 66, Accredited Investment...
Education
State University of New York College at Brockport 1998 — 2002
Bachelor's degree, Finance, General
Amanda Rojas's AXA Advisors Experience February 2013 - May 2013
Job Audit Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC June 2014 - September 2014
St. Francis Preparatory July 2011 - July 2014
Joseph L. Balkan Inc. November 2012 - August 2013
AXA Advisors February 2013 - May 2013
Show Car Detail/Trevo Contracting November 2011 - August 2012
Trinity Boxing Club May 2011 - November 2011
Forest Laboratories May 2009 - August 2009
Skills
PowerPoint, QuickBooks, Learning Quickly, Self-driven, Self-starter, Self-confidence, Microsoft Excel, Sports Coaching, Fast-paced, Microsoft Word, Marketing, Team Leadership, Dependable Team Player, Leadership, Multi Tasking, Building Relationships, Phone Etiquette, Public Speaking
Education
St. Francis College 2006 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.1
PwC July 2015 - Present
PwC June 2014 - September 2014
St. Francis Preparatory July 2011 - July 2014
Joseph L. Balkan Inc. November 2012 - August 2013
AXA Advisors February 2013 - May 2013
Show Car Detail/Trevo Contracting November 2011 - August 2012
Trinity Boxing Club May 2011 - November 2011
Forest Laboratories May 2009 - August 2009
Skills
PowerPoint, QuickBooks, Learning Quickly, Self-driven, Self-starter, Self-confidence, Microsoft Excel, Sports Coaching, Fast-paced, Microsoft Word, Marketing, Team Leadership, Dependable Team Player, Leadership, Multi Tasking, Building Relationships, Phone Etiquette, Public Speaking
Education
St. Francis College 2006 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.1
Dan Ngoy Dan Ngoy's AXA Advisors Experience June 2013 - August 2013
Job Operations Analyst at Private Client Resources
Industry Financial Services
Experience
Private Client Resources June 2014 - Present
AXA Advisors June 2013 - August 2013
Launders Science Library September 2012 - May 2013
Brookstone June 2012 - August 2012
Regal Cinemas June 2011 - August 2011
Skills
Management, Sales, Public Speaking, Microsoft Word, Finance, Microsoft Excel, Research, Microsoft Office, PowerPoint, Social Media, Access, Marketing, Event Planning, Public Relations, Teamwork, Market Research, Leadership, Spanish, Customer Service, Strategic Planning, Editing, Nonprofits, Teaching, Salesforce.com, SQL, Bloomberg
Education
St. Lawrence University 2010 — 2014
Bachelor of Science (BS), Economics
Private Client Resources June 2014 - Present
AXA Advisors June 2013 - August 2013
Launders Science Library September 2012 - May 2013
Brookstone June 2012 - August 2012
Regal Cinemas June 2011 - August 2011
Skills
Management, Sales, Public Speaking, Microsoft Word, Finance, Microsoft Excel, Research, Microsoft Office, PowerPoint, Social Media, Access, Marketing, Event Planning, Public Relations, Teamwork, Market Research, Leadership, Spanish, Customer Service, Strategic Planning, Editing, Nonprofits, Teaching, Salesforce.com, SQL, Bloomberg
Education
St. Lawrence University 2010 — 2014
Bachelor of Science (BS), Economics
Justine Guimento Justine Guimento's AXA Advisors Experience 2013 - 2013
Job Office Coordinator
Industry Marketing and Advertising
Experience
Coburn Communication, Inc. August 2014 - June 2015
Michael Page January 2014 - August 2014
AXA Advisors 2013 - 2013
Dr. Murray Jonas infectious Disease and Internal Medicine 2011 - 2013
Gettenberg Gary MD: Brooklyn Gastroenterology 2009 - 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Receptionist Duties, Marketing Communications, Social Networking, Instagram, Facebook, Advertising, Team Building, Pinterest
Education
St. Francis College 2009 — 2013
Bachelor of Science (BS), Business Management, Marketing
Coburn Communication, Inc. August 2014 - June 2015
Michael Page January 2014 - August 2014
AXA Advisors 2013 - 2013
Dr. Murray Jonas infectious Disease and Internal Medicine 2011 - 2013
Gettenberg Gary MD: Brooklyn Gastroenterology 2009 - 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Receptionist Duties, Marketing Communications, Social Networking, Instagram, Facebook, Advertising, Team Building, Pinterest
Education
St. Francis College 2009 — 2013
Bachelor of Science (BS), Business Management, Marketing
Rick Slingluff Rick Slingluff's AXA Advisors Experience June 2007 - February 2008
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2008 - Present
Provident Bank March 2008 - September 2008
AXA Advisors June 2007 - February 2008
Skills
Series 7, Series 66, Series 24, Series 53, CRPS, Alternative Investments, Variable Annuities, Mutual Funds, Investments
Education
St. Lawrence University 2003 — 2007
B.S., Math and Psychology
Commonwealth Financial Network November 2008 - Present
Provident Bank March 2008 - September 2008
AXA Advisors June 2007 - February 2008
Skills
Series 7, Series 66, Series 24, Series 53, CRPS, Alternative Investments, Variable Annuities, Mutual Funds, Investments
Education
St. Lawrence University 2003 — 2007
B.S., Math and Psychology
Hally Dinkel's AXA Advisors Experience August 2002 - August 2004
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Real Estate
Experience
Aerial Hamptons February 2015 - Present
Dering Harbor Co. October 2014 - Present
The Corcoran Group February 2012 - Present
The Chittenden Group January 2012 - October 2012
Frederick L. Dinkel Real Estate February 2009 - January 2012
Arvitex Inc D/B/A Jack of Spades March 2009 - July 2011
Lehman Brothers April 2007 - July 2008
Lehman Brothers August 2004 - April 2007
AXA Advisors August 2002 - August 2004
Fahnestock & CompanySummer Intern June 2001 - July 2001
Skills
Valuation, Online Advertising, Social Media, Email Marketing, Real Estate, Investments, Financial Modeling, Due Diligence, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Strategic Planning, Marketing, Investment Properties, Finance, Rentals, Online Marketing, Advertising, Management, Social Media Marketing, Analysis, Sellers, Negotiation, Leases, Residential Homes, Entrepreneurship
Education
St. Lawrence University 1998 — 2002
BA, Economics, Government
Northfield Mount Hermon 1994 — 1998
Aerial Hamptons February 2015 - Present
Dering Harbor Co. October 2014 - Present
The Corcoran Group February 2012 - Present
The Chittenden Group January 2012 - October 2012
Frederick L. Dinkel Real Estate February 2009 - January 2012
Arvitex Inc D/B/A Jack of Spades March 2009 - July 2011
Lehman Brothers April 2007 - July 2008
Lehman Brothers August 2004 - April 2007
AXA Advisors August 2002 - August 2004
Fahnestock & CompanySummer Intern June 2001 - July 2001
Skills
Valuation, Online Advertising, Social Media, Email Marketing, Real Estate, Investments, Financial Modeling, Due Diligence, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Strategic Planning, Marketing, Investment Properties, Finance, Rentals, Online Marketing, Advertising, Management, Social Media Marketing, Analysis, Sellers, Negotiation, Leases, Residential Homes, Entrepreneurship
Education
St. Lawrence University 1998 — 2002
BA, Economics, Government
Northfield Mount Hermon 1994 — 1998
Ridwan Mahmood's AXA Advisors Experience December 2011 - May 2012
Job Compliance Analyst at Guardian Life Park Avenue Securities, LLC
Industry Financial Services
Experience
Guardian Life - Park Avenue Securities, LLC February 2015 - Present
JPMorgan Chase & Co. July 2012 - February 2015
AXA Advisors December 2011 - May 2012
St. John's University May 2011 - March 2012
St. John's University August 2011 - December 2011
Continuity Partners, Inc. June 2011 - August 2011
UBS January 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Equities, Investments, Economics, Portfolio Management, Access, Microsoft Office, Research, Social Media Marketing, PowerPoint, Excel, Word, Financial Planning, Factset, Morningstar
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
BS, Finance
Guardian Life - Park Avenue Securities, LLC February 2015 - Present
JPMorgan Chase & Co. July 2012 - February 2015
AXA Advisors December 2011 - May 2012
St. John's University May 2011 - March 2012
St. John's University August 2011 - December 2011
Continuity Partners, Inc. June 2011 - August 2011
UBS January 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Equities, Investments, Economics, Portfolio Management, Access, Microsoft Office, Research, Social Media Marketing, PowerPoint, Excel, Word, Financial Planning, Factset, Morningstar
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
BS, Finance
Crystal Scanio, CRPC Crystal Scanio, CRPC's AXA Advisors Experience 2006 - 2008
Job Experienced financial professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2012
AXA Advisors 2006 - 2008
Skills
Spanish, Chartered retirement...
Education
Southern Methodist University 2007 — 2009
Certificate in financial planning
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor business administration, International business
Merrill Lynch 2008 - 2012
AXA Advisors 2006 - 2008
Skills
Spanish, Chartered retirement...
Education
Southern Methodist University 2007 — 2009
Certificate in financial planning
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor business administration, International business
Justin Behm Justin Behm's AXA Advisors Experience May 2011 - Present
Job Financial Advisor and Managing Partner at Lake Financial Group
Industry Financial Services
Experience
AXA Advisors May 2011 - Present
Skills
Investments, Insurance, Coaching, Retirement Planning, Excel, PowerPoint, Problem Solving, Financial Planning
Education
St. Norbert College 1999 — 2003
BA, Business Adiministration, Economics, Finance
Port Washington High School
AXA Advisors May 2011 - Present
Skills
Investments, Insurance, Coaching, Retirement Planning, Excel, PowerPoint, Problem Solving, Financial Planning
Education
St. Norbert College 1999 — 2003
BA, Business Adiministration, Economics, Finance
Port Washington High School
Greg Milewski Greg Milewski's AXA Advisors Experience August 2011 - October 2012
Job Financial Advisor at USAA
Industry Investment Management
Experience
USAA October 2014 - Present
USANA Health Sciences 2014 - Present
Morgan Stanley Wealth Management November 2012 - October 2014
AXA Advisors August 2011 - October 2012
New England Financial July 2010 - July 2011
Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Wealth Management..., Life Insurance, Portfolio Management, Investment Advisory, Investments, Series 7, Strategic Financial..., Annuities, Asset Allocation, Series 66, Nutritional Supplements, Personal Development, Network Marketing, Finance, Strategic Planning, Team Building
Education
Southeastern University 2007 — 2012
Bachelor of Science, Leadership, Business, Magna Cum Laude
USAA October 2014 - Present
USANA Health Sciences 2014 - Present
Morgan Stanley Wealth Management November 2012 - October 2014
AXA Advisors August 2011 - October 2012
New England Financial July 2010 - July 2011
Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Wealth Management..., Life Insurance, Portfolio Management, Investment Advisory, Investments, Series 7, Strategic Financial..., Annuities, Asset Allocation, Series 66, Nutritional Supplements, Personal Development, Network Marketing, Finance, Strategic Planning, Team Building
Education
Southeastern University 2007 — 2012
Bachelor of Science, Leadership, Business, Magna Cum Laude
Joe Cubello Joe Cubello's AXA Advisors Experience May 2005 - December 2009
Job Sole Proprietor at Joseph W. Cubello, CPA
Industry Accounting
Experience
Joseph W. Cubello, CPA June 1992 - Present
AXA Advisors May 2005 - December 2009
Latham, NY January 1984 - April 1992
Skills
Tax Preparation, Corporate Tax, CPA, Tax, Tax Returns, QuickBooks, Income Tax, Finance, S Corporations, Investments, Tax Accounting, Partnership Taxation, Accounting
Education
Siena College 1978 — 1982
B.B.A., Accounting
Joseph W. Cubello, CPA June 1992 - Present
AXA Advisors May 2005 - December 2009
Latham, NY January 1984 - April 1992
Skills
Tax Preparation, Corporate Tax, CPA, Tax, Tax Returns, QuickBooks, Income Tax, Finance, S Corporations, Investments, Tax Accounting, Partnership Taxation, Accounting
Education
Siena College 1978 — 1982
B.B.A., Accounting
Aaron Lucero Aaron Lucero's AXA Advisors Experience April 2006 - August 2009
Job VP, Regional Supervisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Edward Jones August 2009 - June 2012
AXA Advisors April 2006 - August 2009
Scottrade October 1998 - April 2006
Skills
Management, Sales, Leadership, Training, Risk Management, Financial Services
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Webster University
Wells Fargo Advisors June 2012 - Present
Edward Jones August 2009 - June 2012
AXA Advisors April 2006 - August 2009
Scottrade October 1998 - April 2006
Skills
Management, Sales, Leadership, Training, Risk Management, Financial Services
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Webster University
Brandon Brayley Brandon Brayley's AXA Advisors Experience July 2006 - August 2007
Job Market Support Specialist, Commercial Pricing at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
United Technologies March 2013 - Present
Goodrich October 2010 - February 2013
US Department of Commerce, Economic Development Administration March 2009 - August 2010
AXA Advisors July 2006 - August 2007
NY Air National Guard June 2000 - October 2006
Skills
Aviation, Avionics, Aircraft, Continuous Improvement, Aerospace, Root Cause Analysis, Value Stream Mapping, AS9100, Cross-functional Team..., Manufacturing
Education
State University of New York College at Brockport
Bachelor of Applied Science (BASc), Business Administration and Management, General
United Technologies March 2013 - Present
Goodrich October 2010 - February 2013
US Department of Commerce, Economic Development Administration March 2009 - August 2010
AXA Advisors July 2006 - August 2007
NY Air National Guard June 2000 - October 2006
Skills
Aviation, Avionics, Aircraft, Continuous Improvement, Aerospace, Root Cause Analysis, Value Stream Mapping, AS9100, Cross-functional Team..., Manufacturing
Education
State University of New York College at Brockport
Bachelor of Applied Science (BASc), Business Administration and Management, General
Lew McCoy's AXA Advisors Experience March 2009 - Present
Job Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors March 2009 - Present
Residential and Commercial Real Estate 1997 - 2008
McCoy and Associates 1989 - 1998
Wholesale Travel Sales 1992 - 1997
Residential and Commercial Real Estate 1986 - 1989
Wholesale Travel Sales 1983 - 1985
Skills
Accountability, Business Strategies, Business Succession..., Client Education, Coaching, Education Planning..., Employee Benefits..., Estate Planning..., Executive Benefits..., Financial Planning, Insurance Strategies, Investment Planning, IRA Distribution..., Long-term Care Planning..., Pension Distribution..., Retirement Planning..., Risk Management, Tax-deferred Investment..., Wealth Accumulation, Wealth Preservation...
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (BBA), Business Management
Southern Methodist University 1979 — 1980
AXA Advisors March 2009 - Present
Residential and Commercial Real Estate 1997 - 2008
McCoy and Associates 1989 - 1998
Wholesale Travel Sales 1992 - 1997
Residential and Commercial Real Estate 1986 - 1989
Wholesale Travel Sales 1983 - 1985
Skills
Accountability, Business Strategies, Business Succession..., Client Education, Coaching, Education Planning..., Employee Benefits..., Estate Planning..., Executive Benefits..., Financial Planning, Insurance Strategies, Investment Planning, IRA Distribution..., Long-term Care Planning..., Pension Distribution..., Retirement Planning..., Risk Management, Tax-deferred Investment..., Wealth Accumulation, Wealth Preservation...
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (BBA), Business Management
Southern Methodist University 1979 — 1980
Colin Keegan Colin Keegan's AXA Advisors Experience August 2014 - January 2015
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
AXA Advisors August 2014 - January 2015
BlackTree Healthcare Consulting May 2013 - August 2013
BlackTree Healthcare Consulting December 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Accounts Receivable, Market Research, Finance, Power Transmission, Singing
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance
OppenheimerFunds January 2015 - Present
AXA Advisors August 2014 - January 2015
BlackTree Healthcare Consulting May 2013 - August 2013
BlackTree Healthcare Consulting December 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Accounts Receivable, Market Research, Finance, Power Transmission, Singing
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance
Andrew Zurlo Andrew Zurlo's AXA Advisors Experience May 2012 - August 2012
Job NBT Wealth Management
Industry Banking
Experience
NBT Bank June 2014 - Present
NBT Bank June 2013 - May 2014
AXA Advisors May 2012 - August 2012
New York State Office of Inspector General January 2012 - April 2012
Skills
Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Financial Modeling, Wealth Management, Bloomberg, Corporate Finance, Leadership, Analysis, Credit Analysis
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA)
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Stillwater Central School
NBT Bank June 2014 - Present
NBT Bank June 2013 - May 2014
AXA Advisors May 2012 - August 2012
New York State Office of Inspector General January 2012 - April 2012
Skills
Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Financial Modeling, Wealth Management, Bloomberg, Corporate Finance, Leadership, Analysis, Credit Analysis
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA)
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Stillwater Central School
Jason Nowak Jason Nowak's AXA Advisors Experience October 2000 - February 2003
Job Battalion Commander at 87th Combat Sustainment Support Battalion (CSSB)
Industry Military
Experience
87th Combat Sustainment Support Battalion (CSSB) August 2013 - Present
University of South Alabama May 2011 - July 2013
43rd Sustainment Brigade July 2010 - May 2011
US Army: 68th Combat Sustainment Support Battalion July 2009 - July 2010
US Army: 43rd Sustainment Brigade July 2008 - July 2009
US Army: 16th Corps Support Group (CSG) October 2006 - June 2007
US Army: 3d Corps Support Command (COSCOM) June 2005 - October 2006
US Army: 26th Quartermaster Supply Company July 2003 - November 2004
AXA Advisors October 2000 - February 2003
Schneider National November 1998 - October 2000
Skills
Leadership Management, Military, Security Clearance, Army, Logistics, Operational Planning, Command, Military Operations, Military Experience, Military Logistics, Training, Weapons, Project Planning, Leadership Development, Tactics, Program Management, Personnel Management, Leadership, Organizational..., Force Protection, DoD, Top Secret, Afghanistan, Defense, Government, Emergency Management, Management, Policy, Intelligence Analysis, Homeland Security, Government Contracting, Readiness, Military Training, Counterterrorism, Intelligence, Supervisory Skills, Information Assurance, National Security, Counterinsurgency, Special Operations, Contingency Planning, Physical Security, Combat, Logistics Management, Crisis Management, Exercises, Disaster Response, Interagency Coordination, Security, Strategic Leadership
Education
Touro University 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
State University of New York College at Fredonia 1987 — 1991
Bachelor of Science (BS), Chemistry
87th Combat Sustainment Support Battalion (CSSB) August 2013 - Present
University of South Alabama May 2011 - July 2013
43rd Sustainment Brigade July 2010 - May 2011
US Army: 68th Combat Sustainment Support Battalion July 2009 - July 2010
US Army: 43rd Sustainment Brigade July 2008 - July 2009
US Army: 16th Corps Support Group (CSG) October 2006 - June 2007
US Army: 3d Corps Support Command (COSCOM) June 2005 - October 2006
US Army: 26th Quartermaster Supply Company July 2003 - November 2004
AXA Advisors October 2000 - February 2003
Schneider National November 1998 - October 2000
Skills
Leadership Management, Military, Security Clearance, Army, Logistics, Operational Planning, Command, Military Operations, Military Experience, Military Logistics, Training, Weapons, Project Planning, Leadership Development, Tactics, Program Management, Personnel Management, Leadership, Organizational..., Force Protection, DoD, Top Secret, Afghanistan, Defense, Government, Emergency Management, Management, Policy, Intelligence Analysis, Homeland Security, Government Contracting, Readiness, Military Training, Counterterrorism, Intelligence, Supervisory Skills, Information Assurance, National Security, Counterinsurgency, Special Operations, Contingency Planning, Physical Security, Combat, Logistics Management, Crisis Management, Exercises, Disaster Response, Interagency Coordination, Security, Strategic Leadership
Education
Touro University 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
State University of New York College at Fredonia 1987 — 1991
Bachelor of Science (BS), Chemistry
Beidi Wang, CPA Beidi Wang, CPA's AXA Advisors Experience June 2009 - August 2009
Job Senior Consultant at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP August 2014 - Present
Deloitte Tax LLP October 2012 - August 2014
Financial Management Association January 2010 - May 2012
Deloitte Tax LLP May 2011 - August 2011
Volunteer Income Tax Assistance Program (VITA) August 2010 - May 2011
Key Bank January 2010 - May 2010
AXA Advisors June 2009 - August 2009
ViewTrade Securities May 2009 - August 2009
Skills
Financial Services, Time Management, Project Planning, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2011 — 2012
Masters of Science, Accounting
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Accounting
Francis Lewis High School 2004 — 2007
Deloitte Tax LLP August 2014 - Present
Deloitte Tax LLP October 2012 - August 2014
Financial Management Association January 2010 - May 2012
Deloitte Tax LLP May 2011 - August 2011
Volunteer Income Tax Assistance Program (VITA) August 2010 - May 2011
Key Bank January 2010 - May 2010
AXA Advisors June 2009 - August 2009
ViewTrade Securities May 2009 - August 2009
Skills
Financial Services, Time Management, Project Planning, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2011 — 2012
Masters of Science, Accounting
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Accounting
Francis Lewis High School 2004 — 2007
Derek Martin Derek Martin's AXA Advisors Experience January 1999 - October 2010
Job District Executive Director
Industry Nonprofit Organization Management
Experience
Capital District YMCA November 2010 - Present
AXA Advisors January 1999 - October 2010
Tryon Youth Correctional Facility June 1998 - September 1998
Royce Investment Group March 1996 - March 1998
Skills
Non-profits, Public Speaking, Fundraising, Training, Strategic Planning, Leadership Development, Program Development, Volunteer Management, Board Development, Community Outreach, Grant Writing, Team Building, Customer Service, Community Development, Youth Development, Strategic Financial..., Sales, Public Relations, Non-profit..., Portfolio Management, Entrepreneurship, Recruiting, Budgets, Leadership, Strategy, Nonprofits, Management, Staff Development, Event Planning, Coaching, Planned Giving, Investments, Philanthropy, Program Management, Annual Giving, Financial Advisory, IRAs, Retirement Planning, Organizational...
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Retirement Planning Specialist
State University of New York College at Brockport 1990 — 1995
BS, Education
STATE UNIVERSITY COLLEGE AT BROCKPORT
Bachelor of Science, Education
UNIVERSITY OF PENNSYLVANIATHE WHARTON SCHOOL
Capital District YMCA November 2010 - Present
AXA Advisors January 1999 - October 2010
Tryon Youth Correctional Facility June 1998 - September 1998
Royce Investment Group March 1996 - March 1998
Skills
Non-profits, Public Speaking, Fundraising, Training, Strategic Planning, Leadership Development, Program Development, Volunteer Management, Board Development, Community Outreach, Grant Writing, Team Building, Customer Service, Community Development, Youth Development, Strategic Financial..., Sales, Public Relations, Non-profit..., Portfolio Management, Entrepreneurship, Recruiting, Budgets, Leadership, Strategy, Nonprofits, Management, Staff Development, Event Planning, Coaching, Planned Giving, Investments, Philanthropy, Program Management, Annual Giving, Financial Advisory, IRAs, Retirement Planning, Organizational...
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Retirement Planning Specialist
State University of New York College at Brockport 1990 — 1995
BS, Education
STATE UNIVERSITY COLLEGE AT BROCKPORT
Bachelor of Science, Education
UNIVERSITY OF PENNSYLVANIATHE WHARTON SCHOOL
Michael Roldan's AXA Advisors Experience 2012 - 2012
Job Aflac
Industry Financial Services
Experience
TGI Fridays January 2010 - Present
Zafar Produce Inc September 2011 - November 2012
AXA Advisors 2012 - 2012
Squillacote Management, LLC September 2008 - July 2009
HuHOt June 2006 - August 2008
Habitat for Humanity Store June 2007 - August 2007
Skills
Stock Trading, Inventory Control, Human Resources, Microsoft Excel, Team Building, Portfolio Management
Education
Southern Connecticut State University 2007 — 2012
Bachelor of Science (BS), Finance
TGI Fridays January 2010 - Present
Zafar Produce Inc September 2011 - November 2012
AXA Advisors 2012 - 2012
Squillacote Management, LLC September 2008 - July 2009
HuHOt June 2006 - August 2008
Habitat for Humanity Store June 2007 - August 2007
Skills
Stock Trading, Inventory Control, Human Resources, Microsoft Excel, Team Building, Portfolio Management
Education
Southern Connecticut State University 2007 — 2012
Bachelor of Science (BS), Finance
DJ Noah DJ Noah's AXA Advisors Experience April 2012 - March 2013
Job Lead Pastor at Essential Chapel
Industry Nonprofit Organization Management
Experience
RHC Contracting September 2014 - Present
Essential Chapel September 2014 - Present
New Life Community Church March 2013 - August 2014
AXA Advisors April 2012 - March 2013
Southwest Ford August 2011 - March 2012
First Baptist Church Weatherford, TX August 2008 - August 2011
First Baptist Church August 2008 - August 2011
Good Samaritan Boys October 2005 - August 2008
Good Samaritan Boys Ranch November 2004 - August 2008
First Family Church February 2003 - September 2004
Skills
Counseling, Small Groups, Discipleship, Theology, Preaching, Direct Sales, Volunteer Recruiting, Technical Recruiting, Leadership, Pastoral Counseling, Public Speaking, Young Adults, Spiritual Direction, Coaching, Recruiting, Church Growth, Building Relationships, Strategic Planning, Motivational Speaking, Leadership Development, Volunteer Management, Non-profits, Pastoral Care, Elite, Nonprofits, Teaching, Youth Ministry, Church Events, Community Outreach, Fundraising, Team Building, Biblical Studies, Event Planning, Social Media, Training, Staff Development, Public Relations, Psychotherapy
Education
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Marriage and Family Counseling
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Christian Education
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Marriage and Family Counseling
Southwest Baptist University 1993 — 1997
BA, Psychology
Southwest Baptist University Bolivar, Missouri 1993 — 1997
Bachelor of Science, Psychology
RHC Contracting September 2014 - Present
Essential Chapel September 2014 - Present
New Life Community Church March 2013 - August 2014
AXA Advisors April 2012 - March 2013
Southwest Ford August 2011 - March 2012
First Baptist Church Weatherford, TX August 2008 - August 2011
First Baptist Church August 2008 - August 2011
Good Samaritan Boys October 2005 - August 2008
Good Samaritan Boys Ranch November 2004 - August 2008
First Family Church February 2003 - September 2004
Skills
Counseling, Small Groups, Discipleship, Theology, Preaching, Direct Sales, Volunteer Recruiting, Technical Recruiting, Leadership, Pastoral Counseling, Public Speaking, Young Adults, Spiritual Direction, Coaching, Recruiting, Church Growth, Building Relationships, Strategic Planning, Motivational Speaking, Leadership Development, Volunteer Management, Non-profits, Pastoral Care, Elite, Nonprofits, Teaching, Youth Ministry, Church Events, Community Outreach, Fundraising, Team Building, Biblical Studies, Event Planning, Social Media, Training, Staff Development, Public Relations, Psychotherapy
Education
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Marriage and Family Counseling
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Christian Education
Southwestern Baptist Theological Seminary 1998 — 2000
Master of Arts, Marriage and Family Counseling
Southwest Baptist University 1993 — 1997
BA, Psychology
Southwest Baptist University Bolivar, Missouri 1993 — 1997
Bachelor of Science, Psychology
Kaitlyn Ferreri Kaitlyn Ferreri's AXA Advisors Experience January 2002 - April 2008
Job Research Statistician at Nielsen Company
Industry Research
Experience
Nielsen Company February 2014 - Present
University of Miami - Jackson Memorial Hospital January 2011 - July 2013
Orlando Health January 2010 - November 2010
University of Central Florida June 2008 - December 2008
University of Central Florida April 2008 - August 2008
AXA Advisors January 2002 - April 2008
Skills
Statistics, Relational Databases, Research, Healthcare, SAS, SQL, SPSS, Stata, R, Cerner, Microsoft SQL Server, MySQL, Databases, Predictive Modeling, Computer Program, Marketing, Project Management, Management, Proposal Writing, Grants, Networking, Microsoft Office, Microsoft Excel
Education
University of Central Florida 2006 — 2010
Bachelor of Science
St. Petersburg College 2005 — 2006
Early Admissions
Palm Harbor University High School 2002 — 2005
Diploma, Summa Cum Laude
Nielsen Company February 2014 - Present
University of Miami - Jackson Memorial Hospital January 2011 - July 2013
Orlando Health January 2010 - November 2010
University of Central Florida June 2008 - December 2008
University of Central Florida April 2008 - August 2008
AXA Advisors January 2002 - April 2008
Skills
Statistics, Relational Databases, Research, Healthcare, SAS, SQL, SPSS, Stata, R, Cerner, Microsoft SQL Server, MySQL, Databases, Predictive Modeling, Computer Program, Marketing, Project Management, Management, Proposal Writing, Grants, Networking, Microsoft Office, Microsoft Excel
Education
University of Central Florida 2006 — 2010
Bachelor of Science
St. Petersburg College 2005 — 2006
Early Admissions
Palm Harbor University High School 2002 — 2005
Diploma, Summa Cum Laude
Stephen Navolio Stephen Navolio's AXA Advisors Experience June 2001 - December 2001
Job Experienced Executive and Attorney
Industry International Trade and Development
Experience
Marcello's March 2008 - November 2011
U.S. Census Bureau -- Census Coverage Management March 2010 - May 2010
AXA Advisors June 2001 - December 2001
The Derson Group March 1997 - October 1999
Attorney - Private Practice January 1993 - December 1995
Florsheim 1979 - 1992
Skills
Management, Strategic Planning, Negotiation
Education
St. Ambrose University
The John Marshall Law School
J.D.
Marcello's March 2008 - November 2011
U.S. Census Bureau -- Census Coverage Management March 2010 - May 2010
AXA Advisors June 2001 - December 2001
The Derson Group March 1997 - October 1999
Attorney - Private Practice January 1993 - December 1995
Florsheim 1979 - 1992
Skills
Management, Strategic Planning, Negotiation
Education
St. Ambrose University
The John Marshall Law School
J.D.
David Hean David Hean's AXA Advisors Experience May 2008 - June 2009
Job President, Prosperity Insurance Group LLC
Industry Insurance
Experience
Prosperity Insurance Group July 2010 - Present
State Farm Insurance June 2009 - May 2010
AXA Advisors May 2008 - June 2009
IBM Tivoli Software 1999 - 2001
Capital Home Mortgage Corp 1992 - 1997
Skills
Finance, Financial Advisory, Retirement Planning, Financial Services, Insurance, Securities, Property & Casualty..., Term Life Insurance, Life Insurance, Sales, Disability Insurance, Strategic Planning, Fixed Annuities, Leadership, General Insurance, Health Insurance, Long-term Care, Strategy, Customer Service
Education
St. Mary's College of Maryland
BS
University of Maryland College Park
MS
Prosperity Insurance Group July 2010 - Present
State Farm Insurance June 2009 - May 2010
AXA Advisors May 2008 - June 2009
IBM Tivoli Software 1999 - 2001
Capital Home Mortgage Corp 1992 - 1997
Skills
Finance, Financial Advisory, Retirement Planning, Financial Services, Insurance, Securities, Property & Casualty..., Term Life Insurance, Life Insurance, Sales, Disability Insurance, Strategic Planning, Fixed Annuities, Leadership, General Insurance, Health Insurance, Long-term Care, Strategy, Customer Service
Education
St. Mary's College of Maryland
BS
University of Maryland College Park
MS
Bryan Gregston Bryan Gregston's AXA Advisors Experience August 2009 - March 2010
Job Senior Manager, Client Experience at Charles Schwab
Industry Financial Services
Experience
Schwab Charitable June 2015 - Present
Charles Schwab August 2013 - June 2015
Bay Area Financial Services Firm August 2010 - July 2012
Charles Schwab August 2010 - June 2012
AXA Advisors August 2009 - March 2010
TIAA-CREF June 2007 - August 2008
TIAA-CREF July 2006 - June 2007
TIAA-CREF September 2004 - June 2006
TIAA-CREF July 2000 - September 2003
Skills
401k, Budgets, Business Development, Business Planning, Change Management, Consulting, Finance, Financial Services, Fundraising, Investments, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Mutual Funds, Pensions, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Project Planning, Retirement, Retirement Planning, Segmentation, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Testing, Time Management, Training, Wealth Management
Education
Simpson College 1983 — 1987
B.A, Economics and Management with Marketing emphasis
Simpson College 1983 — 1987
BA, Management, Economics
Schwab Charitable June 2015 - Present
Charles Schwab August 2013 - June 2015
Bay Area Financial Services Firm August 2010 - July 2012
Charles Schwab August 2010 - June 2012
AXA Advisors August 2009 - March 2010
TIAA-CREF June 2007 - August 2008
TIAA-CREF July 2006 - June 2007
TIAA-CREF September 2004 - June 2006
TIAA-CREF July 2000 - September 2003
Skills
401k, Budgets, Business Development, Business Planning, Change Management, Consulting, Finance, Financial Services, Fundraising, Investments, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Mutual Funds, Pensions, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Project Planning, Retirement, Retirement Planning, Segmentation, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Testing, Time Management, Training, Wealth Management
Education
Simpson College 1983 — 1987
B.A, Economics and Management with Marketing emphasis
Simpson College 1983 — 1987
BA, Management, Economics
David Halstead David Halstead's AXA Advisors Experience 2015 - Present
Job Vice President
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
Jacqueline Alfano's AXA Advisors Experience January 2012 - April 2012
Job Manager of Retail Partnerships at OwnerIQ
Industry Marketing and Advertising
Experience
OwnerIQ July 2015 - Present
RevTrax August 2014 - Present
RevTrax September 2013 - August 2014
ReminderMedia January 2013 - May 2013
AXA Advisors January 2012 - April 2012
Skills
Market Research, Microsoft Excel, Social Media, Digital Marketing, Sales, Social Media Marketing, Recruiting, Facebook, Account Management, Marketing, HTML 5, Public Speaking, Fundraising, CRM, Project Management, Affiliate Marketing, Management, Analytics, Email Marketing, Digital Strategy, Marketing Strategy, Business Development
Education
Villanova University
Bachelor of Arts (B.A.), Global Interdisciplinary Studies, Business, Japanese
上智大学 / Sophia University
Peddie School
MOOC Extended Studies
Digital Marketing, Brand Management, Data & Analytics
OwnerIQ July 2015 - Present
RevTrax August 2014 - Present
RevTrax September 2013 - August 2014
ReminderMedia January 2013 - May 2013
AXA Advisors January 2012 - April 2012
Skills
Market Research, Microsoft Excel, Social Media, Digital Marketing, Sales, Social Media Marketing, Recruiting, Facebook, Account Management, Marketing, HTML 5, Public Speaking, Fundraising, CRM, Project Management, Affiliate Marketing, Management, Analytics, Email Marketing, Digital Strategy, Marketing Strategy, Business Development
Education
Villanova University
Bachelor of Arts (B.A.), Global Interdisciplinary Studies, Business, Japanese
上智大学 / Sophia University
Peddie School
MOOC Extended Studies
Digital Marketing, Brand Management, Data & Analytics
Jerry Hefley Jerry Hefley's AXA Advisors Experience January 1998 - May 2000
Job Investment Advisor, Financial Advisor, retirement specialist, retirement incomes, Annuities, Life insurance
Industry Financial Services
Experience
Cetera Advisors, LLC January 2005 - Present
New England Financial May 2000 - January 2005
AXA Advisors January 1998 - May 2000
Skills
Retirement Planning, Retirement, Financial Services, Securities, Financial Advisory, Life Insurance, Finance, FINRA, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Fixed Annuities, 401k
Education
State University of New York College at Brockport 1995 — 1997
Masters in Educational Administration, Administrative Finance
East Central University Ada, Oklahoma 1970 — 1975
Bachelor's Degree, Music, 4.0
Cetera Advisors, LLC January 2005 - Present
New England Financial May 2000 - January 2005
AXA Advisors January 1998 - May 2000
Skills
Retirement Planning, Retirement, Financial Services, Securities, Financial Advisory, Life Insurance, Finance, FINRA, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Fixed Annuities, 401k
Education
State University of New York College at Brockport 1995 — 1997
Masters in Educational Administration, Administrative Finance
East Central University Ada, Oklahoma 1970 — 1975
Bachelor's Degree, Music, 4.0
Kathreen Naranjo Kathreen Naranjo's AXA Advisors Experience October 2011 - May 2012
Job Student
Industry Financial Services
Experience
Futures and Options June 2014 - August 2014
Standard & Poor's July 2013 - August 2013
High School of Economics and Finance August 2012 - June 2013
AXA Advisors October 2011 - May 2012
Skills
Capital Markets, Financial Markets, Equity Research, Bloomberg Terminal, Bonds, Finance, Leadership, Research, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Securities, Microsoft Excel, Time Management, Social Media
Education
St. Francis College 2013 — 2017
Economics with a concentration in Finance, Junior
High School of Economics and Finance 2009 — 2013
High School Diploma, Economics and Finance
Futures and Options June 2014 - August 2014
Standard & Poor's July 2013 - August 2013
High School of Economics and Finance August 2012 - June 2013
AXA Advisors October 2011 - May 2012
Skills
Capital Markets, Financial Markets, Equity Research, Bloomberg Terminal, Bonds, Finance, Leadership, Research, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Securities, Microsoft Excel, Time Management, Social Media
Education
St. Francis College 2013 — 2017
Economics with a concentration in Finance, Junior
High School of Economics and Finance 2009 — 2013
High School Diploma, Economics and Finance
Paulina Gorszewski Paulina Gorszewski's AXA Advisors Experience February 2014 - July 2014
Job Underwriting Associate for Technology Life Sciences at Comerica Bank
Industry Financial Services
Experience
Comerica Bank September 2014 - Present
AXA Advisors February 2014 - July 2014
Stadtsparkasse München May 2013 - August 2013
Songseeds.org July 2012 - September 2012
Austin Fusion Music February 2012 - July 2012
Skills
International Business, Financial Analysis, Strategic Planning, Cost Accounting, German, Polish, International Marketing, Marketing, Social Media, Facebook, Social Media Marketing, Event Planning, Microsoft Excel, PowerPoint, Data Entry, Time Management, Social Networking, Strategy, Access, Training, Marketing Communications
Education
St. Edward's University 2010 — 2013
Bachelor of Business Administration, International Business
Comerica Bank September 2014 - Present
AXA Advisors February 2014 - July 2014
Stadtsparkasse München May 2013 - August 2013
Songseeds.org July 2012 - September 2012
Austin Fusion Music February 2012 - July 2012
Skills
International Business, Financial Analysis, Strategic Planning, Cost Accounting, German, Polish, International Marketing, Marketing, Social Media, Facebook, Social Media Marketing, Event Planning, Microsoft Excel, PowerPoint, Data Entry, Time Management, Social Networking, Strategy, Access, Training, Marketing Communications
Education
St. Edward's University 2010 — 2013
Bachelor of Business Administration, International Business
Eric Boatwright, CFP® Eric Boatwright, CFP®'s AXA Advisors Experience 2002 - 2003
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Peter Morant Peter Morant's AXA Advisors Experience 2010 - 2012
Job Wealth Management / Risk Management
Industry Financial Services
Experience
Prudential Financial 2012 - 2014
AXA Advisors 2010 - 2012
UBS 1982 - 2007
Skills
Wealth Management, Investments, Investment Strategies, Business Strategy, Finance, Globalization
Education
Stanford University Graduate School of Business 1980 — 1982
MBA
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1971 — 1976
Bachelor’s Degree
Prudential Financial 2012 - 2014
AXA Advisors 2010 - 2012
UBS 1982 - 2007
Skills
Wealth Management, Investments, Investment Strategies, Business Strategy, Finance, Globalization
Education
Stanford University Graduate School of Business 1980 — 1982
MBA
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1971 — 1976
Bachelor’s Degree
Richard Silver Richard Silver's AXA Advisors Experience 1991 - 1994
Job Board Member and Senior Adviser, Retired Chief Legal and Compliance Officer; Operating Business Line Executive
Industry Financial Services
Experience
Westchester Capital Funds July 2013 - Present
Village of Garden City, NY April 2013 - Present
AXA Equitable May 2012 - April 2013
AXA Equitable November 2009 - April 2012
AXA Equitable September 2001 - November 2009
AXA Equitable 1999 - 2001
AXA Equitable 1996 - 1999
AXA Equitable 1995 - 1996
AXA Advisors 1991 - 1994
AXA Equitable 1986 - 1991
Skills
Securities, Corporate Law, Marketing Communications, Securities Regulation, Insurance, Series 7, Mutual Funds, Corporate Governance, Financial Services, Investments, Mergers, Estate Planning, Series 63, Risk Management, Asset Managment
Education
Saint John's University School of Law 1979 — 1981
JD
Saint John's University 1973 — 1977
BA, American Government and Politics (United States), Summa Cum Laude
Westchester Capital Funds July 2013 - Present
Village of Garden City, NY April 2013 - Present
AXA Equitable May 2012 - April 2013
AXA Equitable November 2009 - April 2012
AXA Equitable September 2001 - November 2009
AXA Equitable 1999 - 2001
AXA Equitable 1996 - 1999
AXA Equitable 1995 - 1996
AXA Advisors 1991 - 1994
AXA Equitable 1986 - 1991
Skills
Securities, Corporate Law, Marketing Communications, Securities Regulation, Insurance, Series 7, Mutual Funds, Corporate Governance, Financial Services, Investments, Mergers, Estate Planning, Series 63, Risk Management, Asset Managment
Education
Saint John's University School of Law 1979 — 1981
JD
Saint John's University 1973 — 1977
BA, American Government and Politics (United States), Summa Cum Laude
Josh Job's AXA Advisors Experience May 2010 - June 2010
Job IT Project Manager
Industry Telecommunications
Experience
Verizon March 2013 - Present
Verizon April 2012 - March 2013
Moelis & Company June 2010 - August 2010
AXA Advisors May 2010 - June 2010
DRG Telemarketing May 2008 - September 2008
Union Federal Mortgage June 2006 - September 2006
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Management Information Systems
Verizon March 2013 - Present
Verizon April 2012 - March 2013
Moelis & Company June 2010 - August 2010
AXA Advisors May 2010 - June 2010
DRG Telemarketing May 2008 - September 2008
Union Federal Mortgage June 2006 - September 2006
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Management Information Systems
Derek Szczupakowski Derek Szczupakowski's AXA Advisors Experience July 2010 - November 2013
Job Financial Services Professional at MassMutual Buffalo
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
AXA Advisors July 2010 - November 2013
Eastman Kodak Company May 2007 - August 2009
Skills
Finance, Investments, Strategic Planning, Insurance, Retirement, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Financial...
Education
State University of New York at Buffalo
State University of New York at Buffalo - School of Management
MassMutual Financial Group November 2013 - Present
AXA Advisors July 2010 - November 2013
Eastman Kodak Company May 2007 - August 2009
Skills
Finance, Investments, Strategic Planning, Insurance, Retirement, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Financial...
Education
State University of New York at Buffalo
State University of New York at Buffalo - School of Management
Thomas Ruggiero, CLU, ChFC Thomas Ruggiero, CLU, ChFC's AXA Advisors Experience February 1983 - January 2009
Job Financial Services Representative & Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2014 - Present
OneAmerica Financial Partners, Inc. February 2009 - August 2014
Ruggiero Insurance & Financial Services,LLC 1983 - August 2014
AXA Advisors February 1983 - January 2009
Skills
Fixed Annuities, Estate Planning, Life Insurance, Financial Advisory, Investments, Insurance, Term Life Insurance, Retirement Planning, Financial Services, Securities, Retirement, Series 7, Recruiting, 401k, IRAs, Series 6, Team Building, Long-term Care, Disability Insurance, Health Insurance, Series 63, Mutual Funds, Training
Education
St. John's University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting
Saint John's University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Baystate Financial September 2014 - Present
OneAmerica Financial Partners, Inc. February 2009 - August 2014
Ruggiero Insurance & Financial Services,LLC 1983 - August 2014
AXA Advisors February 1983 - January 2009
Skills
Fixed Annuities, Estate Planning, Life Insurance, Financial Advisory, Investments, Insurance, Term Life Insurance, Retirement Planning, Financial Services, Securities, Retirement, Series 7, Recruiting, 401k, IRAs, Series 6, Team Building, Long-term Care, Disability Insurance, Health Insurance, Series 63, Mutual Funds, Training
Education
St. John's University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting
Saint John's University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Dan Harris CLU, ChFC Dan Harris CLU, ChFC's AXA Advisors Experience July 1998 - February 2002
Job CEO, Premier Financial Network
Industry Financial Services
Experience
Premier Financial Network July 2005 - Present
Premier Planning Group September 2002 - October 2013
Lincoln Financial Group, General Agent, OSJ September 2002 - October 2012
Financial talk show host January 2003 - December 2003
AXA Advisors July 1998 - February 2002
AXA/Equitable 1985 - 2002
AXA Advisors January 1994 - July 1998
Financial Planning Priorities January 1984 - January 1994
Skills
Recruiting top..., Business coaching, General Securities..., Estate and business..., Professional Speaker, Strategic Financial..., Investments, Retirement Planning, Alternative Investments, Series 7, Securities, Buy-sell Agreements, Strategic Partnerships, Training, Financial Advisory, Fixed Annuities, Wealth Management, Management, Financial Services, Leadership, Business Plan..., Business Succession..., Risk Management Planning
Education
The American College 2000 — 2010
PACE, Continuing education for CLU and ChFC, Pass
The American College 1995 — 2010
PACE, Advanced Insurance and financial Concepts, Continuing Education
Axa International Training Center Bordeaux France 1996 — 1996
Business and Strategic Planning, Completed
The American College 1982 — 1983
Chartered Financial Consultant, Advanced insurance and financial concepts, Pass
The American College 1979 — 1980
Chartered Life Underwriter, Life Insurance and Financial Services, Pass
Southern Illinois University, Carbondale 1968 — 1972
Bachelor of Arts, Economics and Political Science
FINRA Registrations:
Series 6,63,65,7,24, Economics/Political Science
Premier Financial Network July 2005 - Present
Premier Planning Group September 2002 - October 2013
Lincoln Financial Group, General Agent, OSJ September 2002 - October 2012
Financial talk show host January 2003 - December 2003
AXA Advisors July 1998 - February 2002
AXA/Equitable 1985 - 2002
AXA Advisors January 1994 - July 1998
Financial Planning Priorities January 1984 - January 1994
Skills
Recruiting top..., Business coaching, General Securities..., Estate and business..., Professional Speaker, Strategic Financial..., Investments, Retirement Planning, Alternative Investments, Series 7, Securities, Buy-sell Agreements, Strategic Partnerships, Training, Financial Advisory, Fixed Annuities, Wealth Management, Management, Financial Services, Leadership, Business Plan..., Business Succession..., Risk Management Planning
Education
The American College 2000 — 2010
PACE, Continuing education for CLU and ChFC, Pass
The American College 1995 — 2010
PACE, Advanced Insurance and financial Concepts, Continuing Education
Axa International Training Center Bordeaux France 1996 — 1996
Business and Strategic Planning, Completed
The American College 1982 — 1983
Chartered Financial Consultant, Advanced insurance and financial concepts, Pass
The American College 1979 — 1980
Chartered Life Underwriter, Life Insurance and Financial Services, Pass
Southern Illinois University, Carbondale 1968 — 1972
Bachelor of Arts, Economics and Political Science
FINRA Registrations:
Series 6,63,65,7,24, Economics/Political Science
Joel Karban Joel Karban's AXA Advisors Experience August 2007 - August 2009
Job Independent Consultant
Industry Insurance
Experience
TAG Insurance Services, Inc January 2014 - Present
Undisclosed Company August 2011 - Present
InsureZone September 2010 - January 2014
LPL Financial Services August 2009 - August 2011
AXA Advisors August 2007 - August 2009
Education
The University of New Mexico 1998 — 2000
MS, Sports Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Exercise Science
Thornton Fractional South High School 1991 — 1993
Diploma, College Prep
TAG Insurance Services, Inc January 2014 - Present
Undisclosed Company August 2011 - Present
InsureZone September 2010 - January 2014
LPL Financial Services August 2009 - August 2011
AXA Advisors August 2007 - August 2009
Education
The University of New Mexico 1998 — 2000
MS, Sports Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Exercise Science
Thornton Fractional South High School 1991 — 1993
Diploma, College Prep
Donald Vinson's AXA Advisors Experience
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors
Skills
Financial Analysis, Financial Modeling, Team Leadership, Research, Events Coordination, Business Development, Social Networking
Education
St. John's University
AXA Advisors
Skills
Financial Analysis, Financial Modeling, Team Leadership, Research, Events Coordination, Business Development, Social Networking
Education
St. John's University
Bryan McParlane Bryan McParlane's AXA Advisors Experience May 2014 - October 2014
Job Account Executive
Industry Sports
Experience
Florida Panthers November 2014 - Present
AXA Advisors May 2014 - October 2014
Buffalo Sabres September 2013 - April 2014
Skills
Leadership, Sales, Teamwork, Customer Service, Time Management, Microsoft Office, Microsoft Dynamics, Archtics Ticketing..., Customer Relations, Event Management, Marketing, Social Media Marketing, Sports, Event Planning, Sports Management, Facebook, Social Media, Social Networking
Education
State University of New York College at Fredonia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.1
Florida Panthers November 2014 - Present
AXA Advisors May 2014 - October 2014
Buffalo Sabres September 2013 - April 2014
Skills
Leadership, Sales, Teamwork, Customer Service, Time Management, Microsoft Office, Microsoft Dynamics, Archtics Ticketing..., Customer Relations, Event Management, Marketing, Social Media Marketing, Sports, Event Planning, Sports Management, Facebook, Social Media, Social Networking
Education
State University of New York College at Fredonia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.1
Nicholas Hain's AXA Advisors Experience August 2008 - December 2008
Job Product Management Professional
Industry Consumer Goods
Experience
The Yankee Candle Company, Inc. May 2013 - July 2014
More of Me Maternity & Raise the Bar September 2011 - May 2013
Abbey Mecca & Company July 2012 - November 2012
Robinson Home Products February 2011 - August 2011
Robinson Home Products August 2010 - February 2011
University at Buffalo May 2009 - May 2010
Residence Hall Association, University at Buffalo August 2008 - May 2010
ENrG Inc April 2009 - August 2009
AXA-ADVISORS August 2008 - December 2008
Education
The Jack Welch Management Institute 2012 — 2015
Executive MBA, Leadership
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Marketing, Supply Chain & Operations Mgt, International Business
The Yankee Candle Company, Inc. May 2013 - July 2014
More of Me Maternity & Raise the Bar September 2011 - May 2013
Abbey Mecca & Company July 2012 - November 2012
Robinson Home Products February 2011 - August 2011
Robinson Home Products August 2010 - February 2011
University at Buffalo May 2009 - May 2010
Residence Hall Association, University at Buffalo August 2008 - May 2010
ENrG Inc April 2009 - August 2009
AXA-ADVISORS August 2008 - December 2008
Education
The Jack Welch Management Institute 2012 — 2015
Executive MBA, Leadership
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Marketing, Supply Chain & Operations Mgt, International Business
Jeff Van Leeuwen Jeff Van Leeuwen's AXA Advisors Experience January 2003 - September 2004
Job Manager of Utah Sales at Dental Select
Industry Insurance
Experience
Dental Select April 2011 - Present
Altius Health Plans August 2010 - April 2011
Humana March 2008 - July 2010
Humana March 2007 - February 2008
HumanaDental October 2004 - February 2007
AXA Advisors January 2003 - September 2004
Principal Financial Group January 2001 - December 2002
Principal Financial Group August 1996 - December 2000
Principal Financial Group January 1996 - August 1996
Skills
Employee Benefits, Health Savings Accounts, Insurance, Leadership, Life Insurance, Sales, Disability Insurance, Health Insurance, 401k, Account Management, Brokers, Group Insurance, Retirement, Sales Management, Underwriting
Education
University of Utah 1993 — 1995
Bachelor's, Finance
Snow College
Associates
Dental Select April 2011 - Present
Altius Health Plans August 2010 - April 2011
Humana March 2008 - July 2010
Humana March 2007 - February 2008
HumanaDental October 2004 - February 2007
AXA Advisors January 2003 - September 2004
Principal Financial Group January 2001 - December 2002
Principal Financial Group August 1996 - December 2000
Principal Financial Group January 1996 - August 1996
Skills
Employee Benefits, Health Savings Accounts, Insurance, Leadership, Life Insurance, Sales, Disability Insurance, Health Insurance, 401k, Account Management, Brokers, Group Insurance, Retirement, Sales Management, Underwriting
Education
University of Utah 1993 — 1995
Bachelor's, Finance
Snow College
Associates
Edward Lane Edward Lane's AXA Advisors Experience January 2010 - August 2010
Job VP Securities Lending at Industrial and Commercial Bank of China
Industry Financial Services
Experience
Industrial and Commercial Bank of China October 2011 - Present
Wedbush Securities March 2011 - October 2011
Quantex Clearing LLC November 2010 - March 2011
Kellner Dileo & Co August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Barclays Capitial Inc July 1998 - February 2010
Barclays Capital Inc March 2003 - February 2009
Daiwa Securities America Inc May 1995 - July 1998
Daiwa Securities America March 1990 - May 1995
Daiwa Securities America January 1987 - January 1989
Education
bishop ford 1974 — 1978
St. Francis College
Finance Major
Industrial and Commercial Bank of China October 2011 - Present
Wedbush Securities March 2011 - October 2011
Quantex Clearing LLC November 2010 - March 2011
Kellner Dileo & Co August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Barclays Capitial Inc July 1998 - February 2010
Barclays Capital Inc March 2003 - February 2009
Daiwa Securities America Inc May 1995 - July 1998
Daiwa Securities America March 1990 - May 1995
Daiwa Securities America January 1987 - January 1989
Education
bishop ford 1974 — 1978
St. Francis College
Finance Major
Justin Redmond's AXA Advisors Experience June 1997 - June 2000
Job Community Liaison at Visiting Nurse & Hospice Care
Industry Hospital & Health Care
Experience
Visiting Nurse & Hospice Care August 2010 - Present
Assisted Healthcare Services February 2010 - July 2010
LivHOME, Inc. August 2004 - January 2010
Nurse Providers Plus June 2000 - June 2004
AXA Advisors June 1997 - June 2000
Skills
Home Care, Elder Care, Community Outreach, Case Managment, Fundraising, Healthcare Consulting, Managed Care, Healthcare Management, Team Building, Healthcare, Seniors, Sales, Leadership Development, Marketing, Public Speaking, Psychotherapy, Non-profits, Group Therapy, HIPAA, Medicare, Psychology, Crisis Intervention, Social Services, Strategic Planning, Microsoft Office, Hospitals, Recruiting, Clinical Research, Healthcare Information..., Customer Service, Public Relations, Compassion, Long-term Care, Coaching, Volunteer Management, Medicaid, Mental Health, Event Planning, Health Education, Social Media, Wound Care, Family Therapy, Program Development, Microsoft Excel, Nursing, Temporary Placement, Social Media Marketing, Patient Advocacy, Healthcare Industry, Teaching
Education
University of California, Santa Barbara 1993 — 1996
BS, Business Economics
Sonoma State University 1990 — 1993
Bachelor of Business Administration (BBA), Environmtal Studies, Business Administration
Visiting Nurse & Hospice Care August 2010 - Present
Assisted Healthcare Services February 2010 - July 2010
LivHOME, Inc. August 2004 - January 2010
Nurse Providers Plus June 2000 - June 2004
AXA Advisors June 1997 - June 2000
Skills
Home Care, Elder Care, Community Outreach, Case Managment, Fundraising, Healthcare Consulting, Managed Care, Healthcare Management, Team Building, Healthcare, Seniors, Sales, Leadership Development, Marketing, Public Speaking, Psychotherapy, Non-profits, Group Therapy, HIPAA, Medicare, Psychology, Crisis Intervention, Social Services, Strategic Planning, Microsoft Office, Hospitals, Recruiting, Clinical Research, Healthcare Information..., Customer Service, Public Relations, Compassion, Long-term Care, Coaching, Volunteer Management, Medicaid, Mental Health, Event Planning, Health Education, Social Media, Wound Care, Family Therapy, Program Development, Microsoft Excel, Nursing, Temporary Placement, Social Media Marketing, Patient Advocacy, Healthcare Industry, Teaching
Education
University of California, Santa Barbara 1993 — 1996
BS, Business Economics
Sonoma State University 1990 — 1993
Bachelor of Business Administration (BBA), Environmtal Studies, Business Administration
Robert Brower's AXA Advisors Experience 2008 - 2009
Job at Maiorano & Associates
Industry Financial Services
Experience
Maiorano & Associates December 2009 - Present
Lenox Advisors 2009 - January 2010
AXA Advisors 2008 - 2009
National Securities July 2007 - August 2008
Education
State University of New York at Buffalo - School of Management 2004 — 2007
BA/BS, Economics, Financial Analysis
Maiorano & Associates December 2009 - Present
Lenox Advisors 2009 - January 2010
AXA Advisors 2008 - 2009
National Securities July 2007 - August 2008
Education
State University of New York at Buffalo - School of Management 2004 — 2007
BA/BS, Economics, Financial Analysis
Ed Brucker Ed Brucker's AXA Advisors Experience September 2004 - September 2012
Job Job seeker at Unemployed
Industry Banking
Experience
Unemployed December 2014 - Present
Unemployed December 2014 - Present
Frontenac Bank April 2013 - December 2014
AXA Advisors September 2004 - September 2012
Bank of America 1997 - 2004
First Financial Bank of St. Louis February 1996 - July 1997
Magna Bank February 1992 - February 1996
Commerce Bank January 1987 - February 1992
Skills
Wealth Management, Insurance, Retirement Planning, Retirement, Investments, Savings, Financial Planning, Saving for Education, Retirement Income..., Commercial loan workouts, Commercial Loan Review, Estate Planning, Finance, Mutual Funds, Strategic Financial..., Banking, Financial Services, Financial Risk, Securities, Loans, Disability Insurance, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 1989 — 1995
MBA, Business Adminstration
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Finance & Economics
Hixon
Hixon
John Burroughs
Unemployed December 2014 - Present
Unemployed December 2014 - Present
Frontenac Bank April 2013 - December 2014
AXA Advisors September 2004 - September 2012
Bank of America 1997 - 2004
First Financial Bank of St. Louis February 1996 - July 1997
Magna Bank February 1992 - February 1996
Commerce Bank January 1987 - February 1992
Skills
Wealth Management, Insurance, Retirement Planning, Retirement, Investments, Savings, Financial Planning, Saving for Education, Retirement Income..., Commercial loan workouts, Commercial Loan Review, Estate Planning, Finance, Mutual Funds, Strategic Financial..., Banking, Financial Services, Financial Risk, Securities, Loans, Disability Insurance, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 1989 — 1995
MBA, Business Adminstration
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Finance & Economics
Hixon
Hixon
John Burroughs
Laura Marquard, CFP® Laura Marquard, CFP®'s AXA Advisors Experience June 2007 - Present
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
self-employed April 2006 - May 2007
Clark Consulting December 2000 - July 2005
Skills
Retirement Planning, Wealth Management, Personal Financial..., Pension Distribution..., Life Insurance Planning, Disability Insurance..., Long-term Care Planning, Investment Strategies, Guaranteed Lifetime...
Education
Wharton School of Business 2013 — 2013
At Retirement Program
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
University of North Texas 1995 — 1997
Bachelor of Science
AXA Advisors June 2007 - Present
self-employed April 2006 - May 2007
Clark Consulting December 2000 - July 2005
Skills
Retirement Planning, Wealth Management, Personal Financial..., Pension Distribution..., Life Insurance Planning, Disability Insurance..., Long-term Care Planning, Investment Strategies, Guaranteed Lifetime...
Education
Wharton School of Business 2013 — 2013
At Retirement Program
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
University of North Texas 1995 — 1997
Bachelor of Science
Sommer Villani's AXA Advisors Experience September 2005 - January 2009
Job Registered Sales Assistant
Industry Financial Services
Experience
Ladenburg Thalmann November 2011 - Present
Broadridge October 2010 - November 2011
Safe Harbor Asset Management November 2009 - August 2010
AXA Advisors September 2005 - January 2009
American Capital Partners, LLC April 2001 - May 2004
Morgan Stanley September 1999 - February 2001
Gilford Securities May 1999 - September 1999
Glenn Michael Financial September 1998 - May 1999
Skills
Documentation, Outlook, Excel, PowerPoint, Customer Relations, Series 7, Series 11, Licensed Life & Health..., MS Project, Microsoft Office, ACT4Advisors, Redtail CRM, Investments, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Banking, Management, Customer Service, Mutual Funds, Microsoft Excel, New Business Development, Project Management, Sales, Strategy, Time Management, Finance, Series 63, Software Documentation
Education
Hunter School of Business 2004 — 2005
NYS Medical Assistant Certification, Medical
Saint Joseph's College 2004 — 2005
General Studies
Bay Shore 1994 — 1998
High School Diploma, General Studies
Ladenburg Thalmann November 2011 - Present
Broadridge October 2010 - November 2011
Safe Harbor Asset Management November 2009 - August 2010
AXA Advisors September 2005 - January 2009
American Capital Partners, LLC April 2001 - May 2004
Morgan Stanley September 1999 - February 2001
Gilford Securities May 1999 - September 1999
Glenn Michael Financial September 1998 - May 1999
Skills
Documentation, Outlook, Excel, PowerPoint, Customer Relations, Series 7, Series 11, Licensed Life & Health..., MS Project, Microsoft Office, ACT4Advisors, Redtail CRM, Investments, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Banking, Management, Customer Service, Mutual Funds, Microsoft Excel, New Business Development, Project Management, Sales, Strategy, Time Management, Finance, Series 63, Software Documentation
Education
Hunter School of Business 2004 — 2005
NYS Medical Assistant Certification, Medical
Saint Joseph's College 2004 — 2005
General Studies
Bay Shore 1994 — 1998
High School Diploma, General Studies
Alexandra Douglass's AXA Advisors Experience October 2014 - Present
Job Intern at Republican National Committee
Industry Public Relations and Communications
Experience
Republican National Committee August 2015 - Present
Congressman Pete Sessions June 2015 - Present
Twenty-First Century Group, Inc. June 2015 - Present
AXA Advisors October 2014 - Present
Crimestoppers Trust June 2014 - August 2014
Comcast SportsNet Bay Area May 2013 - September 2013
Sarah Lucas Designs May 2013 - September 2013
MakeGamesWithUs May 2012 - August 2012
Skills
Event Management, Public Relations, Marketing, Event Planning, Press Releases, Social Media, Facebook, Public Speaking, Social Media Marketing, Microsoft Excel, Editing, Teamwork, Microsoft Word
Education
Southern Methodist University 2012 — 2016
Strategic Communications, Public Relations, Law & Legal Reasoning, Ethics, Junior
Menlo High School 2009 — 2012
Republican National Committee August 2015 - Present
Congressman Pete Sessions June 2015 - Present
Twenty-First Century Group, Inc. June 2015 - Present
AXA Advisors October 2014 - Present
Crimestoppers Trust June 2014 - August 2014
Comcast SportsNet Bay Area May 2013 - September 2013
Sarah Lucas Designs May 2013 - September 2013
MakeGamesWithUs May 2012 - August 2012
Skills
Event Management, Public Relations, Marketing, Event Planning, Press Releases, Social Media, Facebook, Public Speaking, Social Media Marketing, Microsoft Excel, Editing, Teamwork, Microsoft Word
Education
Southern Methodist University 2012 — 2016
Strategic Communications, Public Relations, Law & Legal Reasoning, Ethics, Junior
Menlo High School 2009 — 2012
Emily Gradisar Emily Gradisar's AXA Advisors Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Southwestern University May 2014 - May 2015
Southwestern University August 2014 - December 2014
Southwestern University January 2014 - May 2014
Southwestern University August 2012 - May 2014
Colorado College May 2011 - August 2013
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Microsoft Office, Stata, Social Media, Teamwork
Education
Southwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
AXA Advisors August 2015 - Present
Southwestern University May 2014 - May 2015
Southwestern University August 2014 - December 2014
Southwestern University January 2014 - May 2014
Southwestern University August 2012 - May 2014
Colorado College May 2011 - August 2013
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Microsoft Office, Stata, Social Media, Teamwork
Education
Southwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Allison Stubbs Allison Stubbs's AXA Advisors Experience September 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Skills
Building a Financial..., Cleint Education, Tax-advantaged..., Insurance Strategies, Financial Services, Customer Service, Insurance Planning, Mentoring, Retirement Planning..., Coaching, Employee Benefits, Financial Strategy, Investments
Education
Southwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
AXA Advisors September 2014 - Present
Skills
Building a Financial..., Cleint Education, Tax-advantaged..., Insurance Strategies, Financial Services, Customer Service, Insurance Planning, Mentoring, Retirement Planning..., Coaching, Employee Benefits, Financial Strategy, Investments
Education
Southwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Ruairi (Rory) E. O'Neill's AXA Advisors Experience July 2015 - Present
Job Retirement Planning, Wealth Management, Insurance Protection and more with AXA Advisors ruairi.oneill@axaadvisors.com
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Citi December 2013 - December 2014
JPMorgan Chase & Co. August 2011 - August 2013
The GMS Group November 2010 - July 2011
Laidlaw & Company UK Ltd. April 2009 - July 2009
BNY Mellon Wealth Management July 2007 - July 2008
Laidlaw & Company UK Ltd. June 2006 - June 2007
Skills
Investments, Fixed Income, Finance, Series 7, Financial Services, Series 63, Retirement Planning, Bloomberg, Asset Management, Wealth Management, Customer Service, PowerPoint, Financial Analysis, Risk Management, Retirement, Financial Planning, Word, Strategic Financial..., Life Insurance, Series 66, Wealth Accumulation, Financial Risk, Stocks, Mutual Funds, Bonds, Municipal Bonds, Insurance, Term Life Insurance, Whole Life, Life & Health Insurance..., Health Insurance, 529 Plans, SEP IRA, Traditional IRA, Roth IRA, Simple IRA, Self Directed IRA, Pension Funds, Individual Pension Plans, Unit Investment Trusts, Real Estate Investment..., Financial Markets, Financial Monitoring, Financial Statements, Bank Statements, Indexed Annuities, Index Funds, Equity Indexed Annuities, Referral Network
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (B.S.), Marketing, 3.29
Saint John's University
Bachelor's Degree, Marketing
Leonia High School
AXA Advisors July 2015 - Present
Citi December 2013 - December 2014
JPMorgan Chase & Co. August 2011 - August 2013
The GMS Group November 2010 - July 2011
Laidlaw & Company UK Ltd. April 2009 - July 2009
BNY Mellon Wealth Management July 2007 - July 2008
Laidlaw & Company UK Ltd. June 2006 - June 2007
Skills
Investments, Fixed Income, Finance, Series 7, Financial Services, Series 63, Retirement Planning, Bloomberg, Asset Management, Wealth Management, Customer Service, PowerPoint, Financial Analysis, Risk Management, Retirement, Financial Planning, Word, Strategic Financial..., Life Insurance, Series 66, Wealth Accumulation, Financial Risk, Stocks, Mutual Funds, Bonds, Municipal Bonds, Insurance, Term Life Insurance, Whole Life, Life & Health Insurance..., Health Insurance, 529 Plans, SEP IRA, Traditional IRA, Roth IRA, Simple IRA, Self Directed IRA, Pension Funds, Individual Pension Plans, Unit Investment Trusts, Real Estate Investment..., Financial Markets, Financial Monitoring, Financial Statements, Bank Statements, Indexed Annuities, Index Funds, Equity Indexed Annuities, Referral Network
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (B.S.), Marketing, 3.29
Saint John's University
Bachelor's Degree, Marketing
Leonia High School
Abby Murray Abby Murray's AXA Advisors Experience January 2011 - May 2011
Job Staffing Manager
Industry Staffing and Recruiting
Experience
Randstad September 2011 - Present
AXA Advisors January 2011 - May 2011
Skills
Recruiting, Human Resources, Interviews, Employee Relations, Sourcing, Onboarding, Training, Temporary Placement, Employee Benefits, Payroll, Temporary Staffing, Screening Resumes, Cold Calling, HR Consulting, Background Checks
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science (B.S.), Marketing
Randstad September 2011 - Present
AXA Advisors January 2011 - May 2011
Skills
Recruiting, Human Resources, Interviews, Employee Relations, Sourcing, Onboarding, Training, Temporary Placement, Employee Benefits, Payroll, Temporary Staffing, Screening Resumes, Cold Calling, HR Consulting, Background Checks
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science (B.S.), Marketing
Bryant King Bryant King's AXA Advisors Experience October 2012 - Present
Job Financial Professional at AXA Advisors,LLC. AR NPN 16847957
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
Barrington Hills Apartment Homes May 2010 - September 2012
City of Little Rock January 2009 - June 2012
Wilson & Associates Law Firm June 2008 - January 2009
Skills
Business Strategies, Accountability, Agency/Firm Building, Client Education, Coaching, Culture Building, Customer Service, Employee Benefits..., Estate Planning..., Executive Benefits..., Financial Services, Insurance Services, Investment Planning, Investment Services, IRA Distribution..., Leadership Development, Long-term Care Planning..., Mentoring, Pension Distribution..., Retirement Planning, Retirement Specialist, Risk Management, Sand Castle Engineer, Social Media, Strategic Financial..., Supervision, Tax-deferred Investment..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation..., Estate Planning, Employee Benefits, Public Relations
Education
Southern Arkansas University 2004 — 2008
Bachelor of Science (BS), Major: Criminal Justice, Minor: Psychology
Dale Carnegie Training
Completion Certificate, Finance and Financial Management Services
AXA Advisors October 2012 - Present
Barrington Hills Apartment Homes May 2010 - September 2012
City of Little Rock January 2009 - June 2012
Wilson & Associates Law Firm June 2008 - January 2009
Skills
Business Strategies, Accountability, Agency/Firm Building, Client Education, Coaching, Culture Building, Customer Service, Employee Benefits..., Estate Planning..., Executive Benefits..., Financial Services, Insurance Services, Investment Planning, Investment Services, IRA Distribution..., Leadership Development, Long-term Care Planning..., Mentoring, Pension Distribution..., Retirement Planning, Retirement Specialist, Risk Management, Sand Castle Engineer, Social Media, Strategic Financial..., Supervision, Tax-deferred Investment..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation..., Estate Planning, Employee Benefits, Public Relations
Education
Southern Arkansas University 2004 — 2008
Bachelor of Science (BS), Major: Criminal Justice, Minor: Psychology
Dale Carnegie Training
Completion Certificate, Finance and Financial Management Services
Eric Olivier Mathurin Eric Olivier Mathurin's AXA Advisors Experience January 2012 - June 2012
Job Vice President Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. May 2015 - Present
J.P. Morgan Securities LLC March 2014 - May 2015
JPMorgan Chase June 2012 - March 2014
AXA Advisors January 2012 - June 2012
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Finance
JPMorgan Chase Bank N.A. May 2015 - Present
J.P. Morgan Securities LLC March 2014 - May 2015
JPMorgan Chase June 2012 - March 2014
AXA Advisors January 2012 - June 2012
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Finance
Derrick J. Amey, CFA Derrick J. Amey, CFA's AXA Advisors Experience November 2003 - April 2006
Job Vice President, Defined Contribution Investments at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2015 - Present
Dimensional Fund Advisors, Defined Contribution Services January 2015 - June 2015
Dimensional Fund Advisors April 2006 - December 2014
AXA Advisors November 2003 - April 2006
Mattel, Inc November 1997 - July 2001
Simon Marketing, Inc August 1995 - July 1997
Skills
Brazilian Portuguese, Writing Skills, Presentation Development, Sales Presentations, Analytics, Investments, Asset Management, Asset Allocation, Equities, Business Development, Capital Markets, Competitive Analysis, Due Diligence, Emerging Markets, Finance, Hedge Funds, Investment Management, Investment Strategies, Leadership, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
M.B.A., Investments and Financial Markets
Stanford University 1991 — 1995
B.S., Management Science and Engineering
Brentwood School 1985 — 1991
Hartford Funds June 2015 - Present
Dimensional Fund Advisors, Defined Contribution Services January 2015 - June 2015
Dimensional Fund Advisors April 2006 - December 2014
AXA Advisors November 2003 - April 2006
Mattel, Inc November 1997 - July 2001
Simon Marketing, Inc August 1995 - July 1997
Skills
Brazilian Portuguese, Writing Skills, Presentation Development, Sales Presentations, Analytics, Investments, Asset Management, Asset Allocation, Equities, Business Development, Capital Markets, Competitive Analysis, Due Diligence, Emerging Markets, Finance, Hedge Funds, Investment Management, Investment Strategies, Leadership, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
M.B.A., Investments and Financial Markets
Stanford University 1991 — 1995
B.S., Management Science and Engineering
Brentwood School 1985 — 1991
Denacca Johnson's AXA Advisors Experience June 2014 - August 2014
Job Hudson Valley Federal Credit Union
Industry Financial Services
Experience
Manhattan Center Studios September 2013 - May 2015
AXA Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Entry, Customer Service, Teamwork, Time Management, QuickBooks, Spreadsheets, Telephone Skills, Lotus Notes, Leadership, Research, Analysis, Sales, Administrative..., Critical Thinking
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY New Paltz 2010 — 2012
Bachelor of Science (BS), Finance and Business Management
Dutchess Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Poughkeepsie High School 2004 — 2008
Manhattan Center Studios September 2013 - May 2015
AXA Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Entry, Customer Service, Teamwork, Time Management, QuickBooks, Spreadsheets, Telephone Skills, Lotus Notes, Leadership, Research, Analysis, Sales, Administrative..., Critical Thinking
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY New Paltz 2010 — 2012
Bachelor of Science (BS), Finance and Business Management
Dutchess Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Poughkeepsie High School 2004 — 2008
Meredith Ray Cooper's AXA Advisors Experience June 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
JPMorgan Chase & Co. January 2014 - December 2014
Skills
Leadership, Social Networking, Financial Analysis, Social Media, Microsoft Office, Legal Writing, Risk Management, Strategic Planning, Research, Estate Planning..., Insurance Services, Financial Services, Life Insurance Planning, Business Insurance...
Education
St. Mary's University School of Law 2009 — 2012
Doctor of Law (J.D.)
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor of Science (B.S.), Legal Studies in Business
AXA Advisors June 2015 - Present
JPMorgan Chase & Co. January 2014 - December 2014
Skills
Leadership, Social Networking, Financial Analysis, Social Media, Microsoft Office, Legal Writing, Risk Management, Strategic Planning, Research, Estate Planning..., Insurance Services, Financial Services, Life Insurance Planning, Business Insurance...
Education
St. Mary's University School of Law 2009 — 2012
Doctor of Law (J.D.)
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor of Science (B.S.), Legal Studies in Business
Jack McCauley Jack McCauley's AXA Advisors Experience May 2012 - September 2014
Job Wealth Manager at Silver Grove Financial Group, Inc.
Industry Financial Services
Experience
Silver Grove Financial Group, Inc. March 2015 - Present
BNI® April 2014 - September 2014
AXA Advisors May 2012 - September 2014
Skills
Series 7, Series 66, Life, Accident & Health..., Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, Securities, Retirement, 401k, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Investments, Portfolio Management, Insurance, Customer Service, Wealth, Finance, Financial Services, Small Business, Risk Management, Life Insurance, Microsoft Office, Public Speaking, Financial Analysis, Asset Management, Disability Insurance, IRAs, Equities, Investment Strategies, Microsoft Excel, Long-term Care, Term Life Insurance, Fixed Income, Pensions, Long Term Care Insurance, Bonds, Management, ETFs, Roth IRA, PowerPoint
Education
State University of New York at Buffalo - School of Management 2007 — 2012
Bachelor of Business Administration and Finance (B.B.A.), Finance and Financial Management Services
Silver Grove Financial Group, Inc. March 2015 - Present
BNI® April 2014 - September 2014
AXA Advisors May 2012 - September 2014
Skills
Series 7, Series 66, Life, Accident & Health..., Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, Securities, Retirement, 401k, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Investments, Portfolio Management, Insurance, Customer Service, Wealth, Finance, Financial Services, Small Business, Risk Management, Life Insurance, Microsoft Office, Public Speaking, Financial Analysis, Asset Management, Disability Insurance, IRAs, Equities, Investment Strategies, Microsoft Excel, Long-term Care, Term Life Insurance, Fixed Income, Pensions, Long Term Care Insurance, Bonds, Management, ETFs, Roth IRA, PowerPoint
Education
State University of New York at Buffalo - School of Management 2007 — 2012
Bachelor of Business Administration and Finance (B.B.A.), Finance and Financial Management Services
Katherine Boykoff Katherine Boykoff's AXA Advisors Experience November 2007 - August 2014
Job Client Services Associate / Office Administrator at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC August 2014 - Present
AXA Advisors November 2007 - August 2014
AccountPros April 2006 - November 2007
COMSYS October 2005 - April 2006
Dr. Thomas Tompkins DDS August 2004 - October 2005
Express Yourself Salon & Spa August 2003 - August 2004
Sherman & Sons Jewelers June 2003 - July 2004
Philip R. Cooper Jewelers September 2001 - June 2003
Somerset Valley Bank January 1999 - June 2001
Skills
Event Management, Marketing, Account Management, Social Media, Customer Service, Microsoft Excel, Sales Management, Event Planning, Management, Insurance, Cold Calling, Interviews
Education
Somerset County Technology Institute 1998 — 2000
Commercial Arts
Gitterman Wealth Management, LLC August 2014 - Present
AXA Advisors November 2007 - August 2014
AccountPros April 2006 - November 2007
COMSYS October 2005 - April 2006
Dr. Thomas Tompkins DDS August 2004 - October 2005
Express Yourself Salon & Spa August 2003 - August 2004
Sherman & Sons Jewelers June 2003 - July 2004
Philip R. Cooper Jewelers September 2001 - June 2003
Somerset Valley Bank January 1999 - June 2001
Skills
Event Management, Marketing, Account Management, Social Media, Customer Service, Microsoft Excel, Sales Management, Event Planning, Management, Insurance, Cold Calling, Interviews
Education
Somerset County Technology Institute 1998 — 2000
Commercial Arts
Amine Rizk, CFP®'s AXA Advisors Experience June 2006 - Present
Job Regional Vice President, Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2006 - Present
AXA Advisors April 2003 - May 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, PowerPoint, Investment Strategies, Financial Advisory, Business Development, Wealth Accumulation, Coaching, Recruiting, Process Improvement, Forecasting, Financial Risk, Employee Benefits, Risk Management, Employee Management, Retirement Specialist, Mentoring, Leadership Development, Supervision, Accountability, Agency/Firm Building, Culture Building
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Major: Financial Consulting, Minor: Sociology
AXA Advisors June 2006 - Present
AXA Advisors April 2003 - May 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, PowerPoint, Investment Strategies, Financial Advisory, Business Development, Wealth Accumulation, Coaching, Recruiting, Process Improvement, Forecasting, Financial Risk, Employee Benefits, Risk Management, Employee Management, Retirement Specialist, Mentoring, Leadership Development, Supervision, Accountability, Agency/Firm Building, Culture Building
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Major: Financial Consulting, Minor: Sociology
Connor McGuinness's AXA Advisors Experience January 2012 - May 2012
Job Management at Brian Dempsey's
Industry Marketing and Advertising
Experience
Brian Dempsey's June 2012 - Present
AXA Advisors January 2012 - May 2012
Breezy Point Surf Club June 2006 - August 2009
Skills
Management, Customer Service, Public Speaking, Sales, Leadership, Team Building, Team Leadership, Marketing, Problem Solving, Communication, Marketing Communications, Microsoft Word, Microsoft Office, Microsoft Excel, Budgeting, Training, Teamwork, Event Planning, Advertising, Time Management, Social Networking, Public Relations, Strategic Planning, Social Media
Education
St. John's University 2013 — 2015
Communications, Business/Corporate Communications
Brian Dempsey's June 2012 - Present
AXA Advisors January 2012 - May 2012
Breezy Point Surf Club June 2006 - August 2009
Skills
Management, Customer Service, Public Speaking, Sales, Leadership, Team Building, Team Leadership, Marketing, Problem Solving, Communication, Marketing Communications, Microsoft Word, Microsoft Office, Microsoft Excel, Budgeting, Training, Teamwork, Event Planning, Advertising, Time Management, Social Networking, Public Relations, Strategic Planning, Social Media
Education
St. John's University 2013 — 2015
Communications, Business/Corporate Communications
Patrick Finke Patrick Finke's AXA Advisors Experience March 2013 - August 2013
Job Accounts Payable Internal Audit Specialist at Mills Fleet Farm
Industry Accounting
Experience
Mills Fleet Farm May 2014 - Present
Wells Fargo November 2013 - April 2014
RBCU August 2013 - December 2013
AXA Advisors March 2013 - August 2013
First National Bank of Minnesota July 2012 - March 2013
TGI Fridays August 2011 - May 2012
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2011
Bachelor's Degree, Finance, General
Mills Fleet Farm May 2014 - Present
Wells Fargo November 2013 - April 2014
RBCU August 2013 - December 2013
AXA Advisors March 2013 - August 2013
First National Bank of Minnesota July 2012 - March 2013
TGI Fridays August 2011 - May 2012
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2011
Bachelor's Degree, Finance, General
Carolyn Sneep Carolyn Sneep's AXA Advisors Experience November 2011 - February 2012
Job Account Administrator at Lockton Companies
Industry Insurance
Experience
Lockton Companies April 2015 - Present
Thrivent Financial January 2013 - April 2015
#hartnelldown Foundation February 2012 - November 2012
AXA Advisors November 2011 - February 2012
Education
St. Olaf College 2007 — 2011
Bachelor of Arts, Mathematics
Lockton Companies April 2015 - Present
Thrivent Financial January 2013 - April 2015
#hartnelldown Foundation February 2012 - November 2012
AXA Advisors November 2011 - February 2012
Education
St. Olaf College 2007 — 2011
Bachelor of Arts, Mathematics
Anna Bodine Anna Bodine's AXA Advisors Experience April 2009 - September 2010
Job Branch Manager / First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Dana Matlock, MAHS Dana Matlock, MAHS's AXA Advisors Experience December 2007 - March 2011
Job New Business Analyst at Capitol Wealth Strategies
Industry Financial Services
Experience
Capitol Wealth Strategies March 2011 - Present
Capitol Wealth Strategies March 2011 - March 2012
AXA Advisors December 2007 - March 2011
Southern Methodist University June 2002 - August 2005
Skills
Conflict Resolution, Recruiting, New Hire Orientations, Mediation, Project Management, Project Coordination, Onboarding, Microsoft Office, Data Entry, Hiring, Training, Staff Development, Employee Relations, Employee Training, Life Insurance, Recruitment Training, HR Policies, Staff Retention, Interviews, Event Planning, Disability Insurance, Risk Assessment, Compliance Management, Policies & Procedures, Analysis, Underwriting, Project Planning
Education
St. Edward's University 2009 — 2012
Master of Arts (M.A.), Human Services, General
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
St. Edward's University
Mediation Certificate
Texas Department of Insurance
Life, Accident and Health Insurance License
Capitol Wealth Strategies March 2011 - Present
Capitol Wealth Strategies March 2011 - March 2012
AXA Advisors December 2007 - March 2011
Southern Methodist University June 2002 - August 2005
Skills
Conflict Resolution, Recruiting, New Hire Orientations, Mediation, Project Management, Project Coordination, Onboarding, Microsoft Office, Data Entry, Hiring, Training, Staff Development, Employee Relations, Employee Training, Life Insurance, Recruitment Training, HR Policies, Staff Retention, Interviews, Event Planning, Disability Insurance, Risk Assessment, Compliance Management, Policies & Procedures, Analysis, Underwriting, Project Planning
Education
St. Edward's University 2009 — 2012
Master of Arts (M.A.), Human Services, General
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
St. Edward's University
Mediation Certificate
Texas Department of Insurance
Life, Accident and Health Insurance License
Jourdan Giambona Jourdan Giambona's AXA Advisors Experience May 2013 - August 2013
Job Actuarial Analyst
Industry Insurance
Experience
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
The College at Brockport November 2013 - May 2014
Private May 2013 - May 2014
The College at Brockport State University Of New York August 2010 - May 2014
ERP Actuaries & Consultants December 2013 - January 2014
AXA Advisors May 2013 - August 2013
Hollister Co. May 2011 - January 2012
Skills
Statistics, Data Analysis, Microsoft Excel, PowerPoint, Economics, Microsoft Office, Microsoft Word, Matlab, Research, Quantitative Analytics, LaTeX, Teamwork, Critical Thinking, Econometrics, Time Management, Financial Analysis, Analysis, Actuarial Science, Mathematics, Risk Management, Access, Public Speaking, Finance, Financial Modeling, Financial Risk, Insurance, General Insurance
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Financial Mathematics
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
The College at Brockport November 2013 - May 2014
Private May 2013 - May 2014
The College at Brockport State University Of New York August 2010 - May 2014
ERP Actuaries & Consultants December 2013 - January 2014
AXA Advisors May 2013 - August 2013
Hollister Co. May 2011 - January 2012
Skills
Statistics, Data Analysis, Microsoft Excel, PowerPoint, Economics, Microsoft Office, Microsoft Word, Matlab, Research, Quantitative Analytics, LaTeX, Teamwork, Critical Thinking, Econometrics, Time Management, Financial Analysis, Analysis, Actuarial Science, Mathematics, Risk Management, Access, Public Speaking, Finance, Financial Modeling, Financial Risk, Insurance, General Insurance
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Financial Mathematics
Bailey Harrison's AXA Advisors Experience June 2015 - August 2015
Job 2016 Financial Management Graduate
Industry Financial Services
Experience
Keysight Technologies August 2015 - Present
Sonoma State University January 2014 - Present
AXA Advisors June 2015 - August 2015
KPMG US March 2014 - March 2014
Sonoma State University June 2013 - January 2014
Miabella Gelato March 2011 - August 2012
Skills
Social Media, Hospitality, People-oriented, Microsoft Excel, Microsoft Office, Microsoft Word, Google Docs, Data Analysis, Internal Financial..., Twitter, Human Resources, Financial Accounting, Financial Analysis, Business Intelligence, PeopleSoft, Event Management, Marketting, Time Management
Education
Sonoma State University 2012 — 2016
Financial Management
Del Oro High School 2008 — 2012
Keysight Technologies August 2015 - Present
Sonoma State University January 2014 - Present
AXA Advisors June 2015 - August 2015
KPMG US March 2014 - March 2014
Sonoma State University June 2013 - January 2014
Miabella Gelato March 2011 - August 2012
Skills
Social Media, Hospitality, People-oriented, Microsoft Excel, Microsoft Office, Microsoft Word, Google Docs, Data Analysis, Internal Financial..., Twitter, Human Resources, Financial Accounting, Financial Analysis, Business Intelligence, PeopleSoft, Event Management, Marketting, Time Management
Education
Sonoma State University 2012 — 2016
Financial Management
Del Oro High School 2008 — 2012
Jeremy Orr Jeremy Orr's AXA Advisors Experience July 2005 - 2007
Job Managing Partner at Cactus Environmental Services
Industry Think Tanks
Experience
Cactus Environmental Services January 2009 - Present
Clark Consulting October 2007 - April 2009
AXA Advisors July 2005 - 2007
Skills
Research, Public Speaking, Social Media, Strategic Planning, International Relations, Microsoft Office, Project Management, Sales, Business Development, Waste, Environmental Awareness, Management, New Business Development, Recycling, Waste Management, Contract Negotiation, Customer Service, Microsoft Excel, Leadership
Education
Southern Methodist University 2001 — 2005
Business Marketing
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Science (BS), Marketing
Cactus Environmental Services January 2009 - Present
Clark Consulting October 2007 - April 2009
AXA Advisors July 2005 - 2007
Skills
Research, Public Speaking, Social Media, Strategic Planning, International Relations, Microsoft Office, Project Management, Sales, Business Development, Waste, Environmental Awareness, Management, New Business Development, Recycling, Waste Management, Contract Negotiation, Customer Service, Microsoft Excel, Leadership
Education
Southern Methodist University 2001 — 2005
Business Marketing
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Science (BS), Marketing
DOMINICK CITERA DOMINICK CITERA's AXA Advisors Experience July 1989 - August 2010
Job Sales Manager /Sales Director at Financial Integrity Strategies
Industry Financial Services
Experience
National Life Group August 2010 - Present
Financial Integrity Strategies August 2010 - Present
AXA Advisors July 1989 - August 2010
Skills
Employee Benefits, Fixed Annuities, Executive Benefits, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
St. Francis College 1984 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
National Life Group August 2010 - Present
Financial Integrity Strategies August 2010 - Present
AXA Advisors July 1989 - August 2010
Skills
Employee Benefits, Fixed Annuities, Executive Benefits, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
St. Francis College 1984 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Derek Gonseaux Derek Gonseaux's AXA Advisors Experience September 2010 - March 2011
Job at Crestwood Midstream Partners
Industry Financial Services
Experience
Crestwood Midstream Partners LP April 2011 - Present
AXA Advisors September 2010 - March 2011
Transocean Incorporated January 2007 - September 2010
Wachovia/Prudential Securities March 2003 - December 2006
First Union Securities June 2001 - March 2003
Skills
Gas, Energy, Petroleum, Contract Management, Budget, Microsoft Excel, Project Management, Logistics, Accounting, Budgets, Negotiation, Energy Industry, Upstream, Analysis, Natural Gas, Drilling, Supervisory Skills, Oil/Gas, Mergers & Acquisitions, Oil & Gas Industry, Onshore, Oilfield, Offshore Drilling, Completion, Risk Assessment, Pipelines, Downstream Oil & Gas, Offshore Operations, Midstream, Safety Management..., Contract Negotiation, Oil & Gas
Education
Southern Methodist UniversityDecember 2006 2004 — 2006
Bachelors, Finance
Southern Methodist University - Cox School of Business 2004 — 2006
Bachelors, Finance
Crestwood Midstream Partners LP April 2011 - Present
AXA Advisors September 2010 - March 2011
Transocean Incorporated January 2007 - September 2010
Wachovia/Prudential Securities March 2003 - December 2006
First Union Securities June 2001 - March 2003
Skills
Gas, Energy, Petroleum, Contract Management, Budget, Microsoft Excel, Project Management, Logistics, Accounting, Budgets, Negotiation, Energy Industry, Upstream, Analysis, Natural Gas, Drilling, Supervisory Skills, Oil/Gas, Mergers & Acquisitions, Oil & Gas Industry, Onshore, Oilfield, Offshore Drilling, Completion, Risk Assessment, Pipelines, Downstream Oil & Gas, Offshore Operations, Midstream, Safety Management..., Contract Negotiation, Oil & Gas
Education
Southern Methodist UniversityDecember 2006 2004 — 2006
Bachelors, Finance
Southern Methodist University - Cox School of Business 2004 — 2006
Bachelors, Finance
Doug Geraghty's AXA Advisors Experience May 2012 - November 2012
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Capital One November 2013 - May 2014
Capital One November 2012 - November 2013
AXA Advisors May 2012 - November 2012
Skills
NetX360®, Customer Service, Microsoft Office, FileNet, Terrapin (Pandia), Avaya One-X, Attachmate (Emulator), Symantec Compliance &..., Client360°®, Windows OS, Mac OS, Envestnet, CRM Databases
Education
Saint Lawrence University 2008 — 2012
BS/BA, Mathematics/Economics
Commonwealth Financial Network May 2014 - Present
Capital One November 2013 - May 2014
Capital One November 2012 - November 2013
AXA Advisors May 2012 - November 2012
Skills
NetX360®, Customer Service, Microsoft Office, FileNet, Terrapin (Pandia), Avaya One-X, Attachmate (Emulator), Symantec Compliance &..., Client360°®, Windows OS, Mac OS, Envestnet, CRM Databases
Education
Saint Lawrence University 2008 — 2012
BS/BA, Mathematics/Economics
Scott Gratien Scott Gratien's AXA Advisors Experience October 2013 - Present
Job Customer Service Professional
Industry Insurance
Experience
AXA Advisors October 2013 - Present
Diversified Marketers May 2013 - August 2013
Empower Federal Credit Union January 2012 - March 2013
Empower Federal Credit Union October 2010 - October 2012
Empower Federal Credit Union January 2010 - October 2010
Skills
Customer Service, Customer Satisfaction, Sales, Driving License, Work Hardening, Learning Quickly, Finance, Teamwork, Listening to customers, Organization, Computer Proficiency
Education
State University of New York at New Paltz 2005 — 2009
Bachelor's degree, History, Business
AXA Advisors October 2013 - Present
Diversified Marketers May 2013 - August 2013
Empower Federal Credit Union January 2012 - March 2013
Empower Federal Credit Union October 2010 - October 2012
Empower Federal Credit Union January 2010 - October 2010
Skills
Customer Service, Customer Satisfaction, Sales, Driving License, Work Hardening, Learning Quickly, Finance, Teamwork, Listening to customers, Organization, Computer Proficiency
Education
State University of New York at New Paltz 2005 — 2009
Bachelor's degree, History, Business
Ashley (Knox) Schaible Ashley (Knox) Schaible's AXA Advisors Experience January 2012 - June 2012
Job Teacher
Industry Higher Education
Experience
New Lebanon Central School August 2015 - Present
Brighter Choice Charter School for Girls August 2014 - June 2015
Forts Ferry Elementary School (North Colonie Central School District) September 2013 - June 2014
Abram Lansing Elementary School January 2014 - May 2014
Eagle Point Elementary School May 2013 - June 2013
Calvary United Methodist Preschool January 2013 - May 2013
Eagle Point Elementary School October 2012 - May 2013
AXA Advisors January 2012 - June 2012
Siena College September 2008 - December 2011
Columbia County Office for the Aging 2008 - 2009
Education
University at Albany 2012 — 2014
M.S, Special Education and Literacy, 3.94
Siena College 2008 — 2011
B.A, English, 3.22
New Lebanon Central School August 2015 - Present
Brighter Choice Charter School for Girls August 2014 - June 2015
Forts Ferry Elementary School (North Colonie Central School District) September 2013 - June 2014
Abram Lansing Elementary School January 2014 - May 2014
Eagle Point Elementary School May 2013 - June 2013
Calvary United Methodist Preschool January 2013 - May 2013
Eagle Point Elementary School October 2012 - May 2013
AXA Advisors January 2012 - June 2012
Siena College September 2008 - December 2011
Columbia County Office for the Aging 2008 - 2009
Education
University at Albany 2012 — 2014
M.S, Special Education and Literacy, 3.94
Siena College 2008 — 2011
B.A, English, 3.22
Daniel Farr Daniel Farr's AXA Advisors Experience January 2008 - May 2008
Job Securities Lending Analyst
Industry Financial Services
Experience
Interactive Brokers November 2013 - Present
Interactive Brokers March 2009 - November 2013
AllianceBernstein June 2008 - November 2008
AXA Advisors January 2008 - May 2008
Ingram Micro May 2005 - January 2008
Finish Line June 2002 - August 2004
Skills
Financial Analysis, Equities, Options, Microsoft Excel, Finance, OCC, Prime Brokerage, Business Analysis, Financial Modeling, PowerPoint, Accounting, ACATS, Buy-in, Settlement Services, DTC, CDS, Sales
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BA Cum Laude, Finance
Interactive Brokers November 2013 - Present
Interactive Brokers March 2009 - November 2013
AllianceBernstein June 2008 - November 2008
AXA Advisors January 2008 - May 2008
Ingram Micro May 2005 - January 2008
Finish Line June 2002 - August 2004
Skills
Financial Analysis, Equities, Options, Microsoft Excel, Finance, OCC, Prime Brokerage, Business Analysis, Financial Modeling, PowerPoint, Accounting, ACATS, Buy-in, Settlement Services, DTC, CDS, Sales
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BA Cum Laude, Finance
Bradley Sullivan's AXA Advisors Experience February 2013 - February 2014
Job Insurance Broker at Brown and Brown Insurance
Industry Insurance
Experience
Brown and Brown Insurance February 2014 - Present
AXA Advisors February 2013 - February 2014
Vector Marketing December 2011 - February 2012
Vector Marketing Corporation December 2011 - February 2012
Onondaga County District Attorney's Office June 2010 - August 2010
Skills
Asset Allocation, Retirement Planning, Education Funding, Survivorship Planning, Disability Income..., Estate Planning, Retirement Distribution..., Business Planning
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business Management
St. John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing
Charles W. Baker High School
Brown and Brown Insurance February 2014 - Present
AXA Advisors February 2013 - February 2014
Vector Marketing December 2011 - February 2012
Vector Marketing Corporation December 2011 - February 2012
Onondaga County District Attorney's Office June 2010 - August 2010
Skills
Asset Allocation, Retirement Planning, Education Funding, Survivorship Planning, Disability Income..., Estate Planning, Retirement Distribution..., Business Planning
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business Management
St. John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing
Charles W. Baker High School
Robb Robinson's AXA Advisors Experience August 2004 - January 2009
Job Executive Account Manager at Star Service Inc
Industry Consumer Services
Experience
Star Service Inc February 2009 - Present
BNI - MidTown May 2012 - April 2014
AXA Advisors August 2004 - January 2009
Halliburton February 2000 - September 2003
Skills
Customer Retention, HVAC, Process Improvement, Account Management, New Business Development, Contract Negotiation, Sales Management, Project Management, Operations Management, Selling, Management, Budgets, Negotiation, Air Conditioning, Energy Efficiency, Purchasing, Direct Sales, Leadership, P&L Management, Cold Calling, Marketing, Strategic Planning, Sales Presentations, Contract Management, Marketing Strategy, Inventory Management, Customer Service, Sales Operations, Strategy, B2B, Energy Management, Facilities Management, Start-ups, Preventive Maintenance, Coaching, Team Building, Cross-functional Team..., Team Leadership, Business Development, Building Automation, HVAC Controls, Engineering, Forecasting, Business Planning, Sales Process, Salesforce.com, Customer Satisfaction, CRM, Solution Selling, Sales
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1993
Bachelor of Science (B.S.), Electrical Engineering / Mathematics
Star Service Inc February 2009 - Present
BNI - MidTown May 2012 - April 2014
AXA Advisors August 2004 - January 2009
Halliburton February 2000 - September 2003
Skills
Customer Retention, HVAC, Process Improvement, Account Management, New Business Development, Contract Negotiation, Sales Management, Project Management, Operations Management, Selling, Management, Budgets, Negotiation, Air Conditioning, Energy Efficiency, Purchasing, Direct Sales, Leadership, P&L Management, Cold Calling, Marketing, Strategic Planning, Sales Presentations, Contract Management, Marketing Strategy, Inventory Management, Customer Service, Sales Operations, Strategy, B2B, Energy Management, Facilities Management, Start-ups, Preventive Maintenance, Coaching, Team Building, Cross-functional Team..., Team Leadership, Business Development, Building Automation, HVAC Controls, Engineering, Forecasting, Business Planning, Sales Process, Salesforce.com, Customer Satisfaction, CRM, Solution Selling, Sales
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1993
Bachelor of Science (B.S.), Electrical Engineering / Mathematics
Kenneth Kiernan's AXA Advisors Experience June 2014 - August 2014
Job Speciality Lines Summer Analyst Intern at AIG
Industry Insurance
Experience
AIG June 2015 - August 2015
National General Insurance September 2014 - December 2014
AXA Advisors June 2014 - August 2014
Northeast Planning Corporation June 2014 - August 2014
St. John's University September 2013 - December 2013
Standard Tile Corporation June 2011 - December 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Leadership, Social Media, Facebook, Public Speaking, Research, Social Networking, Teamwork, Data Analysis, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance, Sophmore
AIG June 2015 - August 2015
National General Insurance September 2014 - December 2014
AXA Advisors June 2014 - August 2014
Northeast Planning Corporation June 2014 - August 2014
St. John's University September 2013 - December 2013
Standard Tile Corporation June 2011 - December 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Leadership, Social Media, Facebook, Public Speaking, Research, Social Networking, Teamwork, Data Analysis, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance, Sophmore
Chantelle Crosby's AXA Advisors Experience July 2009 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2009 - Present
Arturo Boada November 2014 - January 2015
508 Restaurant & Bar July 2014 - January 2015
Symrise January 2012 - June 2013
New York Look December 2008 - May 2009
Gucci Group January 2008 - November 2008
Coty Inc. July 2007 - December 2007
Gregg Covin Real Estate Development May 2005 - June 2007
AGI Media April 2002 - April 2005
The Richards Group January 1996 - June 1996
Skills
Account Management, Marketing, Investments, Social Media, Insurance, Microsoft Excel, Strategic Planning, Marketing Strategy, PowerPoint, Strategic Financial..., Social Media Marketing, Event Planning, Sales, Budgets, Leadership, Negotiation, Contract Negotiation, Team Building, Customer Service, Operations Management
Education
International Culinary Center 2012 — 2013
French Culinary Techniques
Southern Methodist University 1996 — 2000
Bachelor of Arts (BA), Public Affairs & Corporate Communications
Episcopal High School 1992 — 1996
AXA Advisors July 2009 - Present
Arturo Boada November 2014 - January 2015
508 Restaurant & Bar July 2014 - January 2015
Symrise January 2012 - June 2013
New York Look December 2008 - May 2009
Gucci Group January 2008 - November 2008
Coty Inc. July 2007 - December 2007
Gregg Covin Real Estate Development May 2005 - June 2007
AGI Media April 2002 - April 2005
The Richards Group January 1996 - June 1996
Skills
Account Management, Marketing, Investments, Social Media, Insurance, Microsoft Excel, Strategic Planning, Marketing Strategy, PowerPoint, Strategic Financial..., Social Media Marketing, Event Planning, Sales, Budgets, Leadership, Negotiation, Contract Negotiation, Team Building, Customer Service, Operations Management
Education
International Culinary Center 2012 — 2013
French Culinary Techniques
Southern Methodist University 1996 — 2000
Bachelor of Arts (BA), Public Affairs & Corporate Communications
Episcopal High School 1992 — 1996
Cliff Chang's AXA Advisors Experience May 2010 - September 2010
Job Technology Recruitment at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Mitchell Martin Inc. January 2011 - November 2014
Park Hudson International September 2010 - January 2011
AXA Advisors May 2010 - September 2010
T3 Trading Group, LLC January 2008 - September 2009
Skills
Business Analysis, Risk Management, Investment Banking, Electronic Trading, Equity Derivatives, Trading, Permanent Placement, Contract Recruitment, Business Intelligence, Staff Augmentation, Temporary Placement, Equities, Interviews, Finance, Information Technology, Financial Services, Recruiting, Benefits Negotiation, Management Consulting, Internet Recruiting
Education
Siena College
Business Administration
JPMorgan Chase & Co. November 2014 - Present
Mitchell Martin Inc. January 2011 - November 2014
Park Hudson International September 2010 - January 2011
AXA Advisors May 2010 - September 2010
T3 Trading Group, LLC January 2008 - September 2009
Skills
Business Analysis, Risk Management, Investment Banking, Electronic Trading, Equity Derivatives, Trading, Permanent Placement, Contract Recruitment, Business Intelligence, Staff Augmentation, Temporary Placement, Equities, Interviews, Finance, Information Technology, Financial Services, Recruiting, Benefits Negotiation, Management Consulting, Internet Recruiting
Education
Siena College
Business Administration
Chelsea Nugent Chelsea Nugent's AXA Advisors Experience January 2012 - May 2012
Job SAP Master Data at Bayer MaterialScience
Industry Pharmaceuticals
Experience
Bayer MaterialScience June 2012 - Present
Rite Aid Pharmacy March 2006 - Present
Abersold Recreation Center January 2012 - May 2012
AXA Advisors January 2012 - May 2012
Slippery Rock University August 2008 - May 2012
Regional Learning Alliance May 2010 - August 2010
Aeropostale November 2008 - January 2009
Tri Rivers Surgical Associates 2007 - 2009
J. CLarks March 2005 - March 2006
Education
Slippery Rock University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Management, Logistics, Informational Systems and Technology
North Allegheny High School 1996 — 2008
Bayer MaterialScience June 2012 - Present
Rite Aid Pharmacy March 2006 - Present
Abersold Recreation Center January 2012 - May 2012
AXA Advisors January 2012 - May 2012
Slippery Rock University August 2008 - May 2012
Regional Learning Alliance May 2010 - August 2010
Aeropostale November 2008 - January 2009
Tri Rivers Surgical Associates 2007 - 2009
J. CLarks March 2005 - March 2006
Education
Slippery Rock University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Management, Logistics, Informational Systems and Technology
North Allegheny High School 1996 — 2008
Kevin Hanley Kevin Hanley's AXA Advisors Experience April 1987 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 1987 - Present
Education
University of St. Thomas 1980 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Spring Hill College 1979 — 1980
AXA Advisors April 1987 - Present
Education
University of St. Thomas 1980 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Spring Hill College 1979 — 1980
Brian C. Larson's AXA Advisors Experience September 2000 - November 2006
Job Senior Vice President, Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Hershal Shah Hershal Shah's AXA Advisors Experience August 2011 - August 2012
Job Assistant Vice President at Markit
Industry Financial Services
Experience
Markit October 2013 - Present
Moody's Investors Service December 2012 - June 2013
AXA Advisors August 2011 - August 2012
IMA, LLC August 2010 - August 2011
Simex Securities August 2009 - December 2009
SMU Cox School of Business August 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - April 2007
Skills
Financial Modeling, Investments, Strategic Financial..., Valuation, Risk Management, Investment Advisory, Forecasting, Data Analysis, Project Planning, Business Analysis, Retirement Planning, Financial Analysis, Strategy, Financial Risk, Portfolio Management, Equities, Mutual Funds, Analysis, Financial Planning, Insurance, Retirement Services, Time Management, Bloomberg, Wealth Management, Product Management, Business Intelligence, Finance, Financial Services, Microsoft Office, Fixed Income
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Finance
I. H. Kempner High School
High School Diploma, Texas Scholar Program
Markit October 2013 - Present
Moody's Investors Service December 2012 - June 2013
AXA Advisors August 2011 - August 2012
IMA, LLC August 2010 - August 2011
Simex Securities August 2009 - December 2009
SMU Cox School of Business August 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - April 2007
Skills
Financial Modeling, Investments, Strategic Financial..., Valuation, Risk Management, Investment Advisory, Forecasting, Data Analysis, Project Planning, Business Analysis, Retirement Planning, Financial Analysis, Strategy, Financial Risk, Portfolio Management, Equities, Mutual Funds, Analysis, Financial Planning, Insurance, Retirement Services, Time Management, Bloomberg, Wealth Management, Product Management, Business Intelligence, Finance, Financial Services, Microsoft Office, Fixed Income
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Finance
I. H. Kempner High School
High School Diploma, Texas Scholar Program
Joshua Collier, CPCU, AIC's AXA Advisors Experience May 2004 - October 2004
Job Assistant Vice President at Marsh
Industry Insurance
Experience
Marsh May 2012 - Present
Liberty Mutual Insurance April 2005 - May 2012
AXA Advisors May 2004 - October 2004
Skills
CPCU, AIC, Insurance, Claims Management, Property Claims, Commercial Lines, Property & Casualty...
Education
Siena College 2001 — 2005
Bachelor of Arts, Economics
Marsh May 2012 - Present
Liberty Mutual Insurance April 2005 - May 2012
AXA Advisors May 2004 - October 2004
Skills
CPCU, AIC, Insurance, Claims Management, Property Claims, Commercial Lines, Property & Casualty...
Education
Siena College 2001 — 2005
Bachelor of Arts, Economics
Gilbert Chase's AXA Advisors Experience 1990 - September 2012
Job CoFounder at Empire Financial Advisors
Industry Financial Services
Experience
Empire Financial Advisors April 2014 - Present
CAPITAL FINANCIAL PLANNING October 2012 - April 2014
AXA Advisors 1990 - September 2012
Skills
Insurance, Series 7, Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Financial Planning, Wealth Management, 401k, Leadership, Finance
Education
Siena College 1981 — 1985
Empire Financial Advisors April 2014 - Present
CAPITAL FINANCIAL PLANNING October 2012 - April 2014
AXA Advisors 1990 - September 2012
Skills
Insurance, Series 7, Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Financial Planning, Wealth Management, 401k, Leadership, Finance
Education
Siena College 1981 — 1985
Josh Paolinetti's AXA Advisors Experience March 2007 - October 2007
Job Seeking new opportunities in the wine/spirits, finance, or food/beverage industry
Industry Financial Services
Experience
Verizon Wireless May 2014 - Present
Four Corners Tavern Group October 2007 - October 2013
The McTigue Financial Network of Northwestern Mutual January 2013 - February 2013
Four Corners Tavern Group October 2011 - July 2012
Four Corners Tavern Group August 2010 - October 2011
AXA Advisors March 2007 - October 2007
New Trier Township High School 2003 - 2006
Skills
Process Scheduler, PowerPoint, Customer Service, Training, Bartending, Event Planning, Research, Cold Calling, Menu Development, Leadership, Budgets, Marketing, Sales Management, Food & Beverage, Customer Satisfaction, Inventory Management, Restaurants, Hospitality
Education
Southern Illinois University, Carbondale 1998 — 2003
English/Finance
Verizon Wireless May 2014 - Present
Four Corners Tavern Group October 2007 - October 2013
The McTigue Financial Network of Northwestern Mutual January 2013 - February 2013
Four Corners Tavern Group October 2011 - July 2012
Four Corners Tavern Group August 2010 - October 2011
AXA Advisors March 2007 - October 2007
New Trier Township High School 2003 - 2006
Skills
Process Scheduler, PowerPoint, Customer Service, Training, Bartending, Event Planning, Research, Cold Calling, Menu Development, Leadership, Budgets, Marketing, Sales Management, Food & Beverage, Customer Satisfaction, Inventory Management, Restaurants, Hospitality
Education
Southern Illinois University, Carbondale 1998 — 2003
English/Finance
Julie Maines's AXA Advisors Experience November 1999 - 2014
Job Marketing Coordinator at Thriveplan
Industry Marketing and Advertising
Experience
Thriveplan April 2014 - Present
AXA Advisors November 1999 - 2014
University of Cincinnati, Marketing Capstone Project January 2012 - June 2012
Skills
Marketing, Recruiting, Customer Service, Sales, Strategy, Nonprofits, Marketing Strategy, Social Media Marketing, Project Planning, Event Planning, Management, Public Speaking, Social Media, Marketing Management, Advertising, Project Management, Email Marketing, New Business Development, Product Innovation
Education
University of Cincinnati Lindner College of Business 2010 — 2013
MS Marketing, Marketing, Branding, Advertising
University of Cincinnati College Conservatory of Music 1996 — 1998
MM, French Horn Performance
State University of New York College at Fredonia 1991 — 1995
BM, Music Education
Clarence High School
Thriveplan April 2014 - Present
AXA Advisors November 1999 - 2014
University of Cincinnati, Marketing Capstone Project January 2012 - June 2012
Skills
Marketing, Recruiting, Customer Service, Sales, Strategy, Nonprofits, Marketing Strategy, Social Media Marketing, Project Planning, Event Planning, Management, Public Speaking, Social Media, Marketing Management, Advertising, Project Management, Email Marketing, New Business Development, Product Innovation
Education
University of Cincinnati Lindner College of Business 2010 — 2013
MS Marketing, Marketing, Branding, Advertising
University of Cincinnati College Conservatory of Music 1996 — 1998
MM, French Horn Performance
State University of New York College at Fredonia 1991 — 1995
BM, Music Education
Clarence High School
Brent Briggs's AXA Advisors Experience February 2004 - February 2005
Job Senior Account Manager at Universal Music Group
Industry Music
Experience
Universal Music Group July 2013 - Present
Universal Music Group March 2013 - July 2013
EMI Music April 2009 - March 2013
EMI Music September 2008 - April 2009
EMI Music December 2006 - September 2008
Mike Post Productions - Studio 9 / End It Entertainment May 2006 - December 2006
CBS Radio / KRLD News Radio August 2005 - April 2006
AXA Advisors February 2004 - February 2005
Skills
Licensing, Digital Media, Entertainment, Promotions, Product Development, Product Management, Marketing Strategy, Strategic Partnerships, Marketing, Business Development, Digital Marketing, Business Strategy, Music Industry, Music Licensing, Strategic Planning, Digital Distribution, Sales, Online Advertising, New Business Development, Music, A&R, Email Marketing, Social Media Marketing, Digital Strategy, New Media, Online Marketing
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Science, Finance
Universal Music Group July 2013 - Present
Universal Music Group March 2013 - July 2013
EMI Music April 2009 - March 2013
EMI Music September 2008 - April 2009
EMI Music December 2006 - September 2008
Mike Post Productions - Studio 9 / End It Entertainment May 2006 - December 2006
CBS Radio / KRLD News Radio August 2005 - April 2006
AXA Advisors February 2004 - February 2005
Skills
Licensing, Digital Media, Entertainment, Promotions, Product Development, Product Management, Marketing Strategy, Strategic Partnerships, Marketing, Business Development, Digital Marketing, Business Strategy, Music Industry, Music Licensing, Strategic Planning, Digital Distribution, Sales, Online Advertising, New Business Development, Music, A&R, Email Marketing, Social Media Marketing, Digital Strategy, New Media, Online Marketing
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Science, Finance
Brandy Mickens's AXA Advisors Experience December 2014 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
AXA Advisors May 2002 - November 2014
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Major: Finance, Minor: Economics
AXA Advisors December 2014 - Present
AXA Advisors May 2002 - November 2014
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Major: Finance, Minor: Economics
Claire Fulton's AXA Advisors Experience August 2008 - August 2009
Job Marketing Professional
Industry Marketing and Advertising
Experience
Influenster April 2015 - May 2015
Talia's Steakhouse & Bar November 2013 - April 2015
Flowers of the Sun, Inc. September 2010 - May 2012
Cipriani April 2009 - December 2010
AXA Advisors August 2008 - August 2009
MRY September 2007 - August 2008
Skills
Marketing, Social Media, Public Relations, Event Management, Competitive Analysis, Strategy, Management, Sales, Account Management, Leadership, Business Strategy, Project Management, Marketing Research, Customer Service, Training, Integrated Marketing, Social Media Marketing, Social Networking
Education
Skidmore College 2003 — 2007
Bachelors of Science, Management and Business
Skidmore College 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
Trevor Day School 1998 — 2003
High school diploma
Influenster April 2015 - May 2015
Talia's Steakhouse & Bar November 2013 - April 2015
Flowers of the Sun, Inc. September 2010 - May 2012
Cipriani April 2009 - December 2010
AXA Advisors August 2008 - August 2009
MRY September 2007 - August 2008
Skills
Marketing, Social Media, Public Relations, Event Management, Competitive Analysis, Strategy, Management, Sales, Account Management, Leadership, Business Strategy, Project Management, Marketing Research, Customer Service, Training, Integrated Marketing, Social Media Marketing, Social Networking
Education
Skidmore College 2003 — 2007
Bachelors of Science, Management and Business
Skidmore College 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
Trevor Day School 1998 — 2003
High school diploma
Richard Krohley's AXA Advisors Experience January 2012 - August 2014
Job Financial Planner / Investment Advisor
Industry Financial Services
Experience
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
Matthew Antolowitz's AXA Advisors Experience February 2008 - June 2009
Job Student at Siena College
Industry Accounting
Experience
Siena College August 2011 - Present
HSBC December 2010 - February 2011
HSBC April 2010 - November 2010
AXA Advisors February 2008 - June 2009
Bjorklund Fund, Siena College September 2007 - December 2007
Skills
Insurance, Bloomberg, Finance, Financial Planners, Microsoft Excel, Budgets, Database Administration, Outlook, PowerPoint, Leadership, Investments, Microsoft Word, Research, Microsoft Office, Customer Service
Education
Siena College 2005 — 2008
B.S, Finance
Columbia-Greene Community College
A.S, Individual Studies
Siena College August 2011 - Present
HSBC December 2010 - February 2011
HSBC April 2010 - November 2010
AXA Advisors February 2008 - June 2009
Bjorklund Fund, Siena College September 2007 - December 2007
Skills
Insurance, Bloomberg, Finance, Financial Planners, Microsoft Excel, Budgets, Database Administration, Outlook, PowerPoint, Leadership, Investments, Microsoft Word, Research, Microsoft Office, Customer Service
Education
Siena College 2005 — 2008
B.S, Finance
Columbia-Greene Community College
A.S, Individual Studies
Teresa Bleakley's AXA Advisors Experience January 2007 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2007 - Present
Education
Southern Oregon University 1989 — 1993
Wahtonka HS 1985 — 1989
HS diploma
AXA Advisors January 2007 - Present
Education
Southern Oregon University 1989 — 1993
Wahtonka HS 1985 — 1989
HS diploma
Ilene Melnick's AXA Advisors Experience independent agentAflacDecember 2006 - Present
Job Registered Rep at AXA Advisors
Industry Insurance
Experience
AXA Advisors independent agentAflacDecember 2006 - Present
Education
Simmons College 1962 — 1966
AXA Advisors independent agentAflacDecember 2006 - Present
Education
Simmons College 1962 — 1966
Bernie Duhaime's AXA Advisors Experience 1971 - 2005
Job President at La Renaissance Francaise, USA
Industry International Affairs
Experience
Republic of France PresidentLa Renaissance Francaise, USAJuly 2014 - Present
France November 2014 - 2014
Republic of France 2008 - 2013
AXA Advisors 1971 - 2005
Skills
Strategic Planning, Public Relations, Leadership, Social Media, Nonprofits, Fundraising, French, Public Speaking, Marketing, Business Planning, Program Management
Education
Southern New Hampshire University 1967 — 1971
Bachelor of Science (BS), Accounting
Republic of France PresidentLa Renaissance Francaise, USAJuly 2014 - Present
France November 2014 - 2014
Republic of France 2008 - 2013
AXA Advisors 1971 - 2005
Skills
Strategic Planning, Public Relations, Leadership, Social Media, Nonprofits, Fundraising, French, Public Speaking, Marketing, Business Planning, Program Management
Education
Southern New Hampshire University 1967 — 1971
Bachelor of Science (BS), Accounting
Michele Caccamise, MBA's AXA Advisors Experience 2003 - 2007
Job Manager of Marketing Operations at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 2007 - Present
AXA Advisors 2003 - 2007
Skills
Series 7, Investment Management, Uniform Combined State..., Financial Services, Life & Health Insurance..., Marketing Communications, Life Insurance, FINRA, Finance, Mutual Funds, Securities, Series 63, Series 66, Marketing
Education
Saint John Fisher College 2005 — 2010
MBA
Saint John Fisher College
Bachelor of Science (B.S.), Business Management/Corporate Finance
Manning & Napier Advisors 2007 - Present
AXA Advisors 2003 - 2007
Skills
Series 7, Investment Management, Uniform Combined State..., Financial Services, Life & Health Insurance..., Marketing Communications, Life Insurance, FINRA, Finance, Mutual Funds, Securities, Series 63, Series 66, Marketing
Education
Saint John Fisher College 2005 — 2010
MBA
Saint John Fisher College
Bachelor of Science (B.S.), Business Management/Corporate Finance
Nancy Stuke's AXA Advisors Experience January 2008 - Present
Job Marketing Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2008 - Present
AXA Equitable 2008 - Present
United Airlines September 1983 - November 2007
Education
Southern Oregon University 1972 — 1974
Assoc., General Studies
AXA Advisors January 2008 - Present
AXA Equitable 2008 - Present
United Airlines September 1983 - November 2007
Education
Southern Oregon University 1972 — 1974
Assoc., General Studies
Evelyn Ostheimer, CFP, ChFC, CLU's AXA Advisors Experience November 2006 - April 2009
Job Director
Industry Insurance
Experience
AXA Equitable 2012 - Present
AXA Equitable 2009 - 2011
AXA Advisors November 2006 - April 2009
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
BS Actuarial Science, Actuarial
Rocky Point High School 1973 — 1975
HS
AXA Equitable 2012 - Present
AXA Equitable 2009 - 2011
AXA Advisors November 2006 - April 2009
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
BS Actuarial Science, Actuarial
Rocky Point High School 1973 — 1975
HS
Bart Brandon's AXA Advisors Experience December 2008 - November 2009
Job Accounting/Pricing Specialist
Industry Accounting
Experience
State Street Bank and Trust January 2010 - Present
AXA Advisors December 2008 - November 2009
ADM June 2003 - August 2005
Skills
Financial Analysis, Bloomberg, Strategic Financial..., Investments, Financial Reporting, Equities, Valuation, Securities, Derivatives, Financial Statement..., Accounting, Financial Risk
Education
Southern Illinois University, Carbondale 2004 — 2008
Bachelors of Science, Finance
State Street Bank and Trust January 2010 - Present
AXA Advisors December 2008 - November 2009
ADM June 2003 - August 2005
Skills
Financial Analysis, Bloomberg, Strategic Financial..., Investments, Financial Reporting, Equities, Valuation, Securities, Derivatives, Financial Statement..., Accounting, Financial Risk
Education
Southern Illinois University, Carbondale 2004 — 2008
Bachelors of Science, Finance
Edward Leonard's AXA Advisors Experience January 2009 - June 2011
Job Senior Advisory Analyst at NASDAQ
Industry Financial Services
Experience
NASDAQ January 2015 - Present
Tower Hill Trading June 2013 - January 2015
Zacks Investment Management June 2012 - May 2013
Accord Enterprises Inc. October 2011 - May 2012
AXA Advisors January 2009 - June 2011
Chicago Bulls/ White Sox Training Academy 2001 - 2009
Capital Financial Advisors, LLC August 2007 - December 2008
Skills
Financial Reporting, Economics, Securities, Financial Services, Mutual Funds, Series 7, Asset Allocation, Equities, Financial Analysis, Investments, Finance, Wealth Management, Bloomberg, Bloomberg Terminal, Alternative Investments, Financial Advisory, Options, Investment Strategies, Valuation, Sales, Strategic Financial..., Investment Management, FINRA, Equity Research, Hedge Funds, Marketing, Asset Management, Series 63, Technical Analysis, Retirement, Strategic Planning, Risk Management, Budgets, Asset Managment, Fixed Income, Investment Advisory, Coaching, Life Insurance, Marketing Strategy, Estate Planning, Microsoft Office, Portfolio Management, Public Speaking, Trading, Forecasting, Retirement Planning, Microsoft Word, Derivatives, Salesforce.com, Corporate Finance
Education
St. Joseph's College (IN) 2003 — 2007
Bachelors, Finance
NASDAQ January 2015 - Present
Tower Hill Trading June 2013 - January 2015
Zacks Investment Management June 2012 - May 2013
Accord Enterprises Inc. October 2011 - May 2012
AXA Advisors January 2009 - June 2011
Chicago Bulls/ White Sox Training Academy 2001 - 2009
Capital Financial Advisors, LLC August 2007 - December 2008
Skills
Financial Reporting, Economics, Securities, Financial Services, Mutual Funds, Series 7, Asset Allocation, Equities, Financial Analysis, Investments, Finance, Wealth Management, Bloomberg, Bloomberg Terminal, Alternative Investments, Financial Advisory, Options, Investment Strategies, Valuation, Sales, Strategic Financial..., Investment Management, FINRA, Equity Research, Hedge Funds, Marketing, Asset Management, Series 63, Technical Analysis, Retirement, Strategic Planning, Risk Management, Budgets, Asset Managment, Fixed Income, Investment Advisory, Coaching, Life Insurance, Marketing Strategy, Estate Planning, Microsoft Office, Portfolio Management, Public Speaking, Trading, Forecasting, Retirement Planning, Microsoft Word, Derivatives, Salesforce.com, Corporate Finance
Education
St. Joseph's College (IN) 2003 — 2007
Bachelors, Finance
Lauri Martin's AXA Advisors Experience January 2009 - November 2009
Job Relationship Associate, Private Banking, Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2010 - Present
AXA Advisors January 2009 - November 2009
LPL Financial Services June 2006 - September 2008
Education
The Australian National University 2003 — 2005
post-graduate certificate, Sustainable Heritage Development
The University of the Arts
MA, Museum Communication
State University of New York at New Paltz
BA, Art History
Credit Suisse March 2010 - Present
AXA Advisors January 2009 - November 2009
LPL Financial Services June 2006 - September 2008
Education
The Australian National University 2003 — 2005
post-graduate certificate, Sustainable Heritage Development
The University of the Arts
MA, Museum Communication
State University of New York at New Paltz
BA, Art History
Fred Fingerhut's AXA Advisors Experience November 2005 - December 2006
Job Marketing Consulting Services
Industry Financial Services
Experience
AXA Advisors November 2005 - December 2006
Education
Southern Illinois University, Carbondale 1966 — 1970
BS Marketing, Marketing
AXA Advisors November 2005 - December 2006
Education
Southern Illinois University, Carbondale 1966 — 1970
BS Marketing, Marketing
Joseph Troiano's AXA Advisors Experience July 2012 - May 2013
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
AXA Advisors July 2012 - May 2013
Self-Employed August 2011 - June 2012
MF Global November 2007 - July 2011
Man Financial June 1999 - November 2007
E D & F Man November 1997 - June 1999
Skills
Series 7, Series 3, Series 66, NJ Life & Health..., Uniform Combined State..., Insurance, FINRA, Retirement Planning, Fixed Annuities, Options, Strategic Financial..., Long Term Care Insurance, Securities, Life Insurance, Mutual Funds, Financial Services, Equities, Investments, Derivatives, Commodity, Risk Management, Hedging
Education
Siena College 1992 — 1997
Bachelor of Science, Marketing and Management, Finance
Merrill Lynch June 2013 - Present
AXA Advisors July 2012 - May 2013
Self-Employed August 2011 - June 2012
MF Global November 2007 - July 2011
Man Financial June 1999 - November 2007
E D & F Man November 1997 - June 1999
Skills
Series 7, Series 3, Series 66, NJ Life & Health..., Uniform Combined State..., Insurance, FINRA, Retirement Planning, Fixed Annuities, Options, Strategic Financial..., Long Term Care Insurance, Securities, Life Insurance, Mutual Funds, Financial Services, Equities, Investments, Derivatives, Commodity, Risk Management, Hedging
Education
Siena College 1992 — 1997
Bachelor of Science, Marketing and Management, Finance
Paula Manna's AXA Advisors Experience October 2009 - May 2010
Job Licensed Real Estate Agent at aptsandlofts.com
Industry Financial Services
Experience
aptsandlofts.com September 2010 - Present
Laurel Hill Advisory Group May 2010 - August 2010
AXA Advisors October 2009 - May 2010
aptsandlofts.com March 2006 - August 2008
Skills
Real Estate, Investments, Selling, Microsoft Excel, Microsoft Office, Negotiation, Microsoft Word, Market Analysis, Rentals, Real Estate Transactions, Strategic Planning, Sales, Outlook, PowerPoint, Marketing
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Christ the King Regional High School 2001 — 2005
aptsandlofts.com September 2010 - Present
Laurel Hill Advisory Group May 2010 - August 2010
AXA Advisors October 2009 - May 2010
aptsandlofts.com March 2006 - August 2008
Skills
Real Estate, Investments, Selling, Microsoft Excel, Microsoft Office, Negotiation, Microsoft Word, Market Analysis, Rentals, Real Estate Transactions, Strategic Planning, Sales, Outlook, PowerPoint, Marketing
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Christ the King Regional High School 2001 — 2005
Vadim Mirzoyan's AXA Advisors Experience April 2009 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2009 - Present
Edward Shapiro, Pc May 2008 - August 2009
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
AXA Advisors April 2009 - Present
Edward Shapiro, Pc May 2008 - August 2009
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Leonardo Walss's AXA Advisors Experience May 2005 - August 2009
Job Owner and Chief Investment Officer at VRCM
Industry Financial Services
Experience
Valley Regional Capital Management June 2014 - Present
Ford Motor Company June 2010 - April 2014
AXA Advisors May 2005 - August 2009
Skills
Retirement Planning, Investments, Portfolio Management, Finance, Leadership, Management, Marketing, Financial Advisory, Financial Modeling, Financial Analysis, Employee Benefits, Retirement, Spanish, Customer Service, Valuation, Corporate Finance, Data Analysis, Asset Allocation, Microsoft Excel, Business Planning
Education
Darden Graduate School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of Virginia 2009 — 2011
Master, Business Administration
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance, General
St. Mary's University 2001 — 2005
Bachelor of Business Administration, Finance
Valley Regional Capital Management June 2014 - Present
Ford Motor Company June 2010 - April 2014
AXA Advisors May 2005 - August 2009
Skills
Retirement Planning, Investments, Portfolio Management, Finance, Leadership, Management, Marketing, Financial Advisory, Financial Modeling, Financial Analysis, Employee Benefits, Retirement, Spanish, Customer Service, Valuation, Corporate Finance, Data Analysis, Asset Allocation, Microsoft Excel, Business Planning
Education
Darden Graduate School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of Virginia 2009 — 2011
Master, Business Administration
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance, General
St. Mary's University 2001 — 2005
Bachelor of Business Administration, Finance
Robert Klett's AXA Advisors Experience May 2005 - May 2007
Job WFA Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Wells Fargo Advisors May 2007 - May 2012
AXA Advisors May 2005 - May 2007
Skills
Hold Series 7,66,9,10..., Hold MN Life&Health..., Securities, Series 7, Mutual Funds
Education
St. Cloud State University 2001 — 2005
BS, Entrepreneurship/Entrepreneurial Studies
Wells Fargo Advisors, LLC May 2012 - Present
Wells Fargo Advisors May 2007 - May 2012
AXA Advisors May 2005 - May 2007
Skills
Hold Series 7,66,9,10..., Hold MN Life&Health..., Securities, Series 7, Mutual Funds
Education
St. Cloud State University 2001 — 2005
BS, Entrepreneurship/Entrepreneurial Studies
Stephen Rosamino's AXA Advisors Experience September 2009 - May 2010
Job Associate at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2010 - Present
Saratoga National Golf Club April 2004 - June 2010
AXA Advisors September 2009 - May 2010
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Bloomberg, Financial Analysis, Financial Planning, Mutual Funds
Education
State University of New York at Albany 2012 — 2014
Master of Business Administration (MBA), Finance
Siena College 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics
The Ayco Company, L.P., a Goldman Sachs Company June 2010 - Present
Saratoga National Golf Club April 2004 - June 2010
AXA Advisors September 2009 - May 2010
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Bloomberg, Financial Analysis, Financial Planning, Mutual Funds
Education
State University of New York at Albany 2012 — 2014
Master of Business Administration (MBA), Finance
Siena College 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics
Kiku Mesta's AXA Advisors Experience Financial Div. Operations ManagerPrestige International USA, Inc.March 1998 - August 2006
Job Administrative Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Financial Div. Operations ManagerPrestige International USA, Inc.March 1998 - August 2006
Skills
Customer Service, Administrative...
Education
Sophia University
AA, English
AXA Advisors Financial Div. Operations ManagerPrestige International USA, Inc.March 1998 - August 2006
Skills
Customer Service, Administrative...
Education
Sophia University
AA, English
Stephen Senetcky's AXA Advisors Experience September 2009 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2009 - Present
MetLife Financial Services November 2005 - September 2009
Education
Southern Connecticut State University
AXA Advisors September 2009 - Present
MetLife Financial Services November 2005 - September 2009
Education
Southern Connecticut State University
Elly LI's AXA Advisors Experience September 2009 - June 2010
Job Data Analyst at Advanced MP Technology
Industry Semiconductors
Experience
Advanced MP Technology July 2013 - Present
Standard Chartered Bank February 2012 - March 2013
GTA Information Technology Co.,Ltd. February 2011 - February 2012
AXA Advisors September 2009 - June 2010
Skills
Financial Analysis, Bloomberg, Valuation, Portfolio Management, Financial Modeling, SQL, SPSS, VBA, Oracle, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
Master's Degree, Risk Management
University of Macau 2004 — 2008
B.B.A, Finance
Advanced MP Technology July 2013 - Present
Standard Chartered Bank February 2012 - March 2013
GTA Information Technology Co.,Ltd. February 2011 - February 2012
AXA Advisors September 2009 - June 2010
Skills
Financial Analysis, Bloomberg, Valuation, Portfolio Management, Financial Modeling, SQL, SPSS, VBA, Oracle, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
Master's Degree, Risk Management
University of Macau 2004 — 2008
B.B.A, Finance
Matthew J Bogusz's AXA Advisors Experience 2001 - 2005
Job Project Manager at The Fennimore Group
Industry Financial Services
Experience
The Fennimore Group June 2010 - Present
Boy Scouts of America, Troop 22 August 2005 - Present
Aetna 2007 - 2010
Humana 2005 - 2007
AXA Advisors 2001 - 2005
The MONY Group 1986 - 2001
Mutual Life Insurance Company of New York 1981 - 1986
Education
Maine South High School
Southern Illinois University, Carbondale
BS, Business & Management
The American College
ChFC, CLU, Financial Services & Insurance
The Fennimore Group June 2010 - Present
Boy Scouts of America, Troop 22 August 2005 - Present
Aetna 2007 - 2010
Humana 2005 - 2007
AXA Advisors 2001 - 2005
The MONY Group 1986 - 2001
Mutual Life Insurance Company of New York 1981 - 1986
Education
Maine South High School
Southern Illinois University, Carbondale
BS, Business & Management
The American College
ChFC, CLU, Financial Services & Insurance
Bob Sansone's AXA Advisors Experience 2004 - 2009
Job CEO iTrust Advisors LLC
Industry Financial Services
Experience
iTrust Advisors LLC January 2010 - Present
AXA Advisors 2004 - 2009
The MONY Group June 1971 - September 2004
Education
St. John Fisher College
Bachelor’s Degree, Political Science and Government
iTrust Advisors LLC January 2010 - Present
AXA Advisors 2004 - 2009
The MONY Group June 1971 - September 2004
Education
St. John Fisher College
Bachelor’s Degree, Political Science and Government
Eva Terrio's AXA Advisors Experience June 1996 - May 2006
Job Registered Representive at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners June 2006 - Present
AXA Advisors June 1996 - May 2006
Skills
Insurance Planning, IRA's, Retirement Income..., Retirement Planning, Wealth Management, Financial Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, Estate Planning, Investment Advisory, Financial Advisory, Insurance
Education
St. John's University 1992 — 1994
MBA - Finance, Finance and Financial Management Services
St. John's University, Queens, NY 1992 — 1994
MBA, Financial Service
ING Financial Partners June 2006 - Present
AXA Advisors June 1996 - May 2006
Skills
Insurance Planning, IRA's, Retirement Income..., Retirement Planning, Wealth Management, Financial Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, Estate Planning, Investment Advisory, Financial Advisory, Insurance
Education
St. John's University 1992 — 1994
MBA - Finance, Finance and Financial Management Services
St. John's University, Queens, NY 1992 — 1994
MBA, Financial Service
Joseph Gueits's AXA Advisors Experience Pediatric Facility AssistantMemorial Sloan Kettering Cancer CenterApril 2011 - September 2015
Job Registered Representative at AXA Advisors
Industry Hospital & Health Care
Experience
AXA Advisors Pediatric Facility AssistantMemorial Sloan Kettering Cancer CenterApril 2011 - September 2015
Memorial Sloan-Kettering Cancer Center July 2008 - April 2011
NYC District Council of Carpenters July 2006 - April 2008
Skills
Healthcare, Hospitals, Healthcare Information..., Healthcare Management, HIPAA, EHR, Data Analysis, Microsoft Office
Education
St. John's University 2007 — 2010
Bachelor's degree, Health/Health Care Administration/Management
AXA Advisors Pediatric Facility AssistantMemorial Sloan Kettering Cancer CenterApril 2011 - September 2015
Memorial Sloan-Kettering Cancer Center July 2008 - April 2011
NYC District Council of Carpenters July 2006 - April 2008
Skills
Healthcare, Hospitals, Healthcare Information..., Healthcare Management, HIPAA, EHR, Data Analysis, Microsoft Office
Education
St. John's University 2007 — 2010
Bachelor's degree, Health/Health Care Administration/Management
Craig Hubbard's AXA Advisors Experience 1984 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 1984 - Present
Skills
Retirement, Investments, Fixed Annuities, Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation
Education
Southern Illinois University, Edwardsville 1968 — 1972
Business, Management, Marketing, and Related Support Services
Southern Illinois University, Edwardsville 1968 — 1972
Business, Management, Marketing, and Related Support Services
AXA Advisors 1984 - Present
Skills
Retirement, Investments, Fixed Annuities, Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation
Education
Southern Illinois University, Edwardsville 1968 — 1972
Business, Management, Marketing, and Related Support Services
Southern Illinois University, Edwardsville 1968 — 1972
Business, Management, Marketing, and Related Support Services
Pawel Brzeski's AXA Advisors Experience 2010 - July 2011
Job Financial Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2011 - Present
AXA Advisors 2010 - July 2011
Intact Merchant Solutions Inc. January 2006 - December 2009
Skills
Securities, Risk Management, Wealth Management..., Wealth Accumulation, Finance
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BA, Finance
Northwestern Mutual October 2011 - Present
AXA Advisors 2010 - July 2011
Intact Merchant Solutions Inc. January 2006 - December 2009
Skills
Securities, Risk Management, Wealth Management..., Wealth Accumulation, Finance
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BA, Finance
Stacy Steinfelder's AXA Advisors Experience August 1999 - April 2002
Job Sales Strategy and Training Consultant
Industry Human Resources
Experience
Oasis Outsourcing October 2015 - Present
Oasis Outsourcing April 2002 - Present
AXA Advisors August 1999 - April 2002
Skills
401k, Employee Benefits, PEO, Health Insurance, Benefits Administration, Insurance, Workers Compensation, Retirement, Payroll, Disability Insurance, Human Resources, Risk Management, Employee Relations, Executive Pay, Health Care Reform, Employee Training, Employee Handbooks, Employee Surveys, Employee Wellness, Leadership, HRIS, Recruiting, Deferred Compensation, Affordable Care Act, ERISA, FLSA, Key Person Insurance, Long Term Care Insurance, Section 125 Plans, ADP Payroll, Onboarding, Cold Calling, HR Consulting, Applicant Tracking..., Outsourcing, Succession Planning, Talent Management, Performance Management, Talent Acquisition, Human Capital, COBRA, New Hire Orientations, FMLA, Hiring, Temporary Placement, Workforce Planning, College Recruiting, Building Relationships, HR Policies, Personnel Management
Education
University of Colorado at Boulder 1996 — 1999
MA, Secondary Education
State University of New York - System 1989 — 1993
BS, Anthropology
Connetquot High School
Oasis Outsourcing October 2015 - Present
Oasis Outsourcing April 2002 - Present
AXA Advisors August 1999 - April 2002
Skills
401k, Employee Benefits, PEO, Health Insurance, Benefits Administration, Insurance, Workers Compensation, Retirement, Payroll, Disability Insurance, Human Resources, Risk Management, Employee Relations, Executive Pay, Health Care Reform, Employee Training, Employee Handbooks, Employee Surveys, Employee Wellness, Leadership, HRIS, Recruiting, Deferred Compensation, Affordable Care Act, ERISA, FLSA, Key Person Insurance, Long Term Care Insurance, Section 125 Plans, ADP Payroll, Onboarding, Cold Calling, HR Consulting, Applicant Tracking..., Outsourcing, Succession Planning, Talent Management, Performance Management, Talent Acquisition, Human Capital, COBRA, New Hire Orientations, FMLA, Hiring, Temporary Placement, Workforce Planning, College Recruiting, Building Relationships, HR Policies, Personnel Management
Education
University of Colorado at Boulder 1996 — 1999
MA, Secondary Education
State University of New York - System 1989 — 1993
BS, Anthropology
Connetquot High School
Michael Pontillo's AXA Advisors Experience January 2010 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
BS, Finance
St. Francis Preparatory School 2002 — 2006
AXA Advisors January 2010 - Present
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
BS, Finance
St. Francis Preparatory School 2002 — 2006
Brett Rippelmeyer's AXA Advisors Experience March 2006 - October 2009
Job Fixed Income Specialist at Scottrade
Industry Financial Services
Experience
Scottrade October 2009 - Present
AXA Advisors March 2006 - October 2009
Education
Southern Illinois University, Edwardsville 2003 — 2006
B.S., Finance, Marketing
Scottrade October 2009 - Present
AXA Advisors March 2006 - October 2009
Education
Southern Illinois University, Edwardsville 2003 — 2006
B.S., Finance, Marketing
Daniel Garcy's AXA Advisors Experience January 2009 - Present
Job
Industry Financial Services
Experience
AXA Advisors January 2009 - Present
Skills
Investments, Finance, Insurance, Fixed Annuities, Life Insurance, Securities, Investment Advisory, Tax, FINRA, Financial Modeling, Financial Analysis, Risk Management, Valuation, Strategic Financial..., Licensing
Education
Southern Methodist University
Bachelor of Science, Financial Economics
AXA Advisors January 2009 - Present
Skills
Investments, Finance, Insurance, Fixed Annuities, Life Insurance, Securities, Investment Advisory, Tax, FINRA, Financial Modeling, Financial Analysis, Risk Management, Valuation, Strategic Financial..., Licensing
Education
Southern Methodist University
Bachelor of Science, Financial Economics
Lyon Steadman's AXA Advisors Experience July 1997 - February 2002
Job CEO at The Steadman Clinic
Industry Hospital & Health Care
Experience
The Steadman Clinic June 2002 - Present
Tahoe Research June 1988 - Present
AXA Advisors July 1997 - February 2002
Education
University of Denver 1986 — 1988
MBA, Finance, Business
Southern Methodist University 1975 — 1980
Geology/Earth Science, General
The Steadman Clinic June 2002 - Present
Tahoe Research June 1988 - Present
AXA Advisors July 1997 - February 2002
Education
University of Denver 1986 — 1988
MBA, Finance, Business
Southern Methodist University 1975 — 1980
Geology/Earth Science, General
Adam Eckhard's AXA Advisors Experience 2008 - 2009
Job Active Trader Specialist at Scottrade
Industry Financial Services
Experience
Scottrade 2009 - Present
AXA Advisors 2008 - 2009
UPS 2004 - 2008
Skills
Series 7, Trading, Options, Banking, Fixed Income, Finance, Derivatives, Investment Strategies, Bonds, IRAs, Financial Advisory, Accounting, FINRA, Bloomberg Terminal, Equities, Investments, Mutual Funds, Securities, Microsoft Excel, Customer Service, Access, Series 63, Financial Analysis, ETFs, Equity Trading, Brokerage, Stock Market, Options Strategies
Education
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Business Administration and Management, General
Scottrade 2009 - Present
AXA Advisors 2008 - 2009
UPS 2004 - 2008
Skills
Series 7, Trading, Options, Banking, Fixed Income, Finance, Derivatives, Investment Strategies, Bonds, IRAs, Financial Advisory, Accounting, FINRA, Bloomberg Terminal, Equities, Investments, Mutual Funds, Securities, Microsoft Excel, Customer Service, Access, Series 63, Financial Analysis, ETFs, Equity Trading, Brokerage, Stock Market, Options Strategies
Education
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Business Administration and Management, General
Xinyi Qu's AXA Advisors Experience September 2013 - January 2014
Job Research Assistant at Savills
Industry Real Estate
Experience
Savills May 2014 - July 2014
AXA Advisors September 2013 - January 2014
Guotai Junan Securities Co., Ltd May 2012 - August 2012
Abercrombie & Fitch December 2011 - January 2012
Skills
Accounts Payable, Account Reconciliation, Data Analysis, Java, C++, Processing, Matlab, Financial Accounting, Financial Services, Asset Management, Mathematics, Accounts Receivable, Cost Accounting, Account Management, Fixed Annuities, Bonds, Life Insurance, Strategic Financial..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Auditing, Financial Planning
Education
New York Univeristy 2014 — 2015
Master's Degree, Urban Informatics
Southern Methodist University 2009 — 2013
Bachelor's Degree, Applied Mathematics, Accounting
Savills May 2014 - July 2014
AXA Advisors September 2013 - January 2014
Guotai Junan Securities Co., Ltd May 2012 - August 2012
Abercrombie & Fitch December 2011 - January 2012
Skills
Accounts Payable, Account Reconciliation, Data Analysis, Java, C++, Processing, Matlab, Financial Accounting, Financial Services, Asset Management, Mathematics, Accounts Receivable, Cost Accounting, Account Management, Fixed Annuities, Bonds, Life Insurance, Strategic Financial..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Auditing, Financial Planning
Education
New York Univeristy 2014 — 2015
Master's Degree, Urban Informatics
Southern Methodist University 2009 — 2013
Bachelor's Degree, Applied Mathematics, Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO