AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
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AXA Advisors Employees
Employee
Years
Job
Industry
Douglas Aragones Douglas Aragones's AXA Advisors Experience July 2010 - August 2011
Job Director at NASDAQ
Industry Financial Services
Experience
NASDAQ May 2013 - Present
NASDAQ September 2011 - May 2013
AXA Advisors July 2010 - August 2011
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Sales, Microsoft Office, Derivatives, Trading Systems, Electronic Trading, Options, Equity Trading, Hedge Funds, Market Data, Capital Markets, Financial Markets, Fixed Income, Equities
Education
Stony Brook University
BA, Economics
NASDAQ May 2013 - Present
NASDAQ September 2011 - May 2013
AXA Advisors July 2010 - August 2011
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Sales, Microsoft Office, Derivatives, Trading Systems, Electronic Trading, Options, Equity Trading, Hedge Funds, Market Data, Capital Markets, Financial Markets, Fixed Income, Equities
Education
Stony Brook University
BA, Economics
Enrico Fioranelli Enrico Fioranelli's AXA Advisors Experience August 2013 - December 2013
Job Personal Trainer, Performance Coach, Weight Loss Coach, Strength and conditioning coach.
Industry Hospital & Health Care
Experience
Northeast Spine Spine and Wellness Center Clark NJ December 2013 - August 2014
AXA Advisors August 2013 - December 2013
MetLife 2011 - July 2013
Skills
Exercise Physiology, Strength & Conditioning, Weight Loss Coaching, Pain Management, Osteoarthritis, Injury Prevention and..., Nutritional Counseling, Laser Therapy, K Laser, Light Therapy, Electrical Muscular..., Wellness, Orthotics, Financial Services, Health, Securities, Retirement, Retirement Planning, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Financial Planners, Commercial Insurance, Investments, Finance, Risk Management, Health Insurance, Portfolio Management, Mutual Funds, Investment Strategies, Whole Life, IRAs, Education, Personal Finance, Professional Liability, Legal Liability, Income Protection, Long Term Care Insurance, Term Life Insurance, Education Strategies, Benefit Efficency..., Fixed Annuities
Education
Temple University 2004 — 2008
Kinesiology, Kinesiology and Exercise Science
Wayne Valley High School
Northeast Spine Spine and Wellness Center Clark NJ December 2013 - August 2014
AXA Advisors August 2013 - December 2013
MetLife 2011 - July 2013
Skills
Exercise Physiology, Strength & Conditioning, Weight Loss Coaching, Pain Management, Osteoarthritis, Injury Prevention and..., Nutritional Counseling, Laser Therapy, K Laser, Light Therapy, Electrical Muscular..., Wellness, Orthotics, Financial Services, Health, Securities, Retirement, Retirement Planning, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Financial Planners, Commercial Insurance, Investments, Finance, Risk Management, Health Insurance, Portfolio Management, Mutual Funds, Investment Strategies, Whole Life, IRAs, Education, Personal Finance, Professional Liability, Legal Liability, Income Protection, Long Term Care Insurance, Term Life Insurance, Education Strategies, Benefit Efficency..., Fixed Annuities
Education
Temple University 2004 — 2008
Kinesiology, Kinesiology and Exercise Science
Wayne Valley High School
Martha Caban-Moreaux, LUTCF Martha Caban-Moreaux, LUTCF's AXA Advisors Experience February 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Mutual of Omaha August 2010 - February 2013
Mass October 2009 - October 2010
Key Bank August 2006 - September 2009
Wings of Light Healing Arts Center August 2001 - August 2006
Metro West Latin American Center January 1993 - January 1999
State Mutual/Allmerica Financial Group January 1981 - January 1993
Skills
Financial and Insurance..., Non-profits Management, Public Speaking, Property & Casualty..., Strategic Planning, Retirement Planning, Insurance, Small Business, Fixed Annuities, Non-profits, Disability Insurance, Investments, Marketing, Management, Program Management, Employee Benefits, Nonprofits
Education
University of Massachusetts Boston 2000 — 2002
BA, Community Service Management/Minor in Alternative Medicine
Suffolk University 1999 — 2000
Graduate Certificate, Nonprofit Management
AXA Advisors February 2013 - Present
Mutual of Omaha August 2010 - February 2013
Mass October 2009 - October 2010
Key Bank August 2006 - September 2009
Wings of Light Healing Arts Center August 2001 - August 2006
Metro West Latin American Center January 1993 - January 1999
State Mutual/Allmerica Financial Group January 1981 - January 1993
Skills
Financial and Insurance..., Non-profits Management, Public Speaking, Property & Casualty..., Strategic Planning, Retirement Planning, Insurance, Small Business, Fixed Annuities, Non-profits, Disability Insurance, Investments, Marketing, Management, Program Management, Employee Benefits, Nonprofits
Education
University of Massachusetts Boston 2000 — 2002
BA, Community Service Management/Minor in Alternative Medicine
Suffolk University 1999 — 2000
Graduate Certificate, Nonprofit Management
Thomas Kraebel Thomas Kraebel's AXA Advisors Experience May 2014 - July 2014
Job Student at State University of New York at Oswego
Industry Marketing and Advertising
Experience
AXA Advisors May 2014 - July 2014
Cross Sound Ferry Services, Inc. 2010 - 2013
TBK Drywall June 2008 - August 2009
Skills
PowerPoint, Microsoft Word, Teamwork, Team Building, Microsoft Excel, Sports
Education
State University of New York at Oswego 2011 — 2015
Bachelor’s Degree
State University of New York College at Oswego
Bachelor of Business Administration (B.B.A.)
AXA Advisors May 2014 - July 2014
Cross Sound Ferry Services, Inc. 2010 - 2013
TBK Drywall June 2008 - August 2009
Skills
PowerPoint, Microsoft Word, Teamwork, Team Building, Microsoft Excel, Sports
Education
State University of New York at Oswego 2011 — 2015
Bachelor’s Degree
State University of New York College at Oswego
Bachelor of Business Administration (B.B.A.)
Dyana Pari Nafissi Holzworth Dyana Pari Nafissi Holzworth's AXA Advisors Experience January 2002 - September 2006
Job Major Gift Officer at the American Red Cross
Industry Philanthropy
Experience
American Red Cross September 2015 - Present
Carlson School of Management September 2014 - Present
University of Minnesota November 2013 - September 2014
Little Kids Rock January 2013 - August 2013
Boston Private Bank May 2012 - August 2013
Sensiba San Filippo, LLP November 2009 - May 2012
The Pari Trust August 2006 - January 2011
The American Society of Mexico January 2008 - February 2009
AXA Advisors January 2002 - September 2006
Food.com February 1999 - August 2001
Skills
Business Development, Driving Results, Strategy, Start-ups, Cleantech, Venture Capital, Entrepreneurship, Business Planning, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Financial Services, Business Strategy, Investments, Portfolio Management, Private Equity, Mergers & Acquisitions, Nonprofits, Finance, Strategic Financial..., Marketing, Management Consulting, Marketing Strategy, Executive Management, Training, Team Building, Leadership, Strategic Partnerships, Competitive Analysis, Financial Planning, Cross-functional Team...
Education
Thunderbird School of Global Management 2007 — 2009
MBA
Tecnológico de Monterrey 2007 — 2009
MBA
University of Michigan 1992 — 1995
Bachelor of Arts
West Essex Senior High School
American Red Cross September 2015 - Present
Carlson School of Management September 2014 - Present
University of Minnesota November 2013 - September 2014
Little Kids Rock January 2013 - August 2013
Boston Private Bank May 2012 - August 2013
Sensiba San Filippo, LLP November 2009 - May 2012
The Pari Trust August 2006 - January 2011
The American Society of Mexico January 2008 - February 2009
AXA Advisors January 2002 - September 2006
Food.com February 1999 - August 2001
Skills
Business Development, Driving Results, Strategy, Start-ups, Cleantech, Venture Capital, Entrepreneurship, Business Planning, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Financial Services, Business Strategy, Investments, Portfolio Management, Private Equity, Mergers & Acquisitions, Nonprofits, Finance, Strategic Financial..., Marketing, Management Consulting, Marketing Strategy, Executive Management, Training, Team Building, Leadership, Strategic Partnerships, Competitive Analysis, Financial Planning, Cross-functional Team...
Education
Thunderbird School of Global Management 2007 — 2009
MBA
Tecnológico de Monterrey 2007 — 2009
MBA
University of Michigan 1992 — 1995
Bachelor of Arts
West Essex Senior High School
brian karol brian karol's AXA Advisors Experience September 2013 - December 2013
Job
Industry Financial Services
Experience
AXA Advisors September 2013 - December 2013
Saint Lucifer Foods LLC May 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
AXA Advisors September 2013 - December 2013
Saint Lucifer Foods LLC May 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Benjamin Santerre Benjamin Santerre's AXA Advisors Experience May 2010 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2010 - Present
Air Force Association December 2010 - Present
Diversified Wealth Management January 2010 - May 2010
ABLE Financial May 2009 - August 2009
3TV KTVK- CNN Affiliate May 2007 - August 2007
Education
Syracuse University 2006 — 2010
B.A, Economics
AXA Advisors May 2010 - Present
Air Force Association December 2010 - Present
Diversified Wealth Management January 2010 - May 2010
ABLE Financial May 2009 - August 2009
3TV KTVK- CNN Affiliate May 2007 - August 2007
Education
Syracuse University 2006 — 2010
B.A, Economics
Mandy Dang Mandy Dang's AXA Advisors Experience January 2011 - August 2012
Job Accountant at TL Tax and Accounting , Inc
Industry Financial Services
Experience
dB Consulting & Associates, Inc March 2015 - Present
TL Tax and Accounting , Inc January 2015 - Present
IT-Solutions LLC September 2012 - December 2014
AXA Advisors January 2011 - August 2012
Skills
Research, Salesforce.com, Strategic Planning, Business Development, Financial Analysis, SEO, Budgets, Microsoft Excel, Entrepreneurship, Marketing Strategy, Sales Management, Project Management, Investments, Management, Start-ups, Social Media Marketing, Risk Management, Business Planning, Forecasting, Accounting
Education
Old Dominion University - College of Business and Public Administration
B.S., Finance
dB Consulting & Associates, Inc March 2015 - Present
TL Tax and Accounting , Inc January 2015 - Present
IT-Solutions LLC September 2012 - December 2014
AXA Advisors January 2011 - August 2012
Skills
Research, Salesforce.com, Strategic Planning, Business Development, Financial Analysis, SEO, Budgets, Microsoft Excel, Entrepreneurship, Marketing Strategy, Sales Management, Project Management, Investments, Management, Start-ups, Social Media Marketing, Risk Management, Business Planning, Forecasting, Accounting
Education
Old Dominion University - College of Business and Public Administration
B.S., Finance
Kristie Kirton Kristie Kirton's AXA Advisors Experience February 2011 - May 2011
Job at
Industry Management Consulting
Experience
Boxley Group September 2014 - Present
Boxley Group February 2014 - Present
Boxley Group September 2012 - January 2014
Boxley Group June 2011 - September 2012
AXA Advisors February 2011 - May 2011
Christian Preshool Centers LLC September 2009 - January 2011
Skills
Process Improvement, Project Portfolio..., Performance Improvement, Business Process..., Change Management, Leadership, Program Management, Strategy, Energy, Project Management, Project Planning, Training, Management
Education
Stephen F. Austin State University 2003 — 2006
Liberal Arts and Sciences/Liberal Studies
Boxley Group September 2014 - Present
Boxley Group February 2014 - Present
Boxley Group September 2012 - January 2014
Boxley Group June 2011 - September 2012
AXA Advisors February 2011 - May 2011
Christian Preshool Centers LLC September 2009 - January 2011
Skills
Process Improvement, Project Portfolio..., Performance Improvement, Business Process..., Change Management, Leadership, Program Management, Strategy, Energy, Project Management, Project Planning, Training, Management
Education
Stephen F. Austin State University 2003 — 2006
Liberal Arts and Sciences/Liberal Studies
Mary Kanaley Mary Kanaley's AXA Advisors Experience June 2014 - Present
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
Axa Advisors June 2014 - Present
Beck Financial Group, LLC December 2013 - April 2014
Beck Financial August 2010 - April 2014
Education
State University of New York College at Buffalo 2003 — 2006
Nardin Academy 1999 — 2003
St. John the Baptist
Axa Advisors June 2014 - Present
Beck Financial Group, LLC December 2013 - April 2014
Beck Financial August 2010 - April 2014
Education
State University of New York College at Buffalo 2003 — 2006
Nardin Academy 1999 — 2003
St. John the Baptist
Anthony C. Silva Anthony C. Silva's AXA Advisors Experience June 2007 - Present
Job Helping Others Build a Better Financial Future
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
Skills
Retirement Planning, Asset Management, IRAs, Roth IRA, College Savings Plans, Employee Benefits, 401k, 403 b, 457 Plans, Life Insurance, Disability Insurance, Financial Needs Analysis, Asset Allocation
Education
Suffolk University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors June 2007 - Present
Skills
Retirement Planning, Asset Management, IRAs, Roth IRA, College Savings Plans, Employee Benefits, 401k, 403 b, 457 Plans, Life Insurance, Disability Insurance, Financial Needs Analysis, Asset Allocation
Education
Suffolk University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Rodney Tracer, MBA Rodney Tracer, MBA's AXA Advisors Experience February 2014 - Present
Job Divisional Vice President at AXA
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
AXA Advisors July 2010 - January 2014
Skills
Retirement Planning, Leadership Development, Recruiting, Mentoring, Wealth Management, College Education...
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA)
Stephen F. Austin State University 1997 — 2001
Bachelor of Business Administration (BBA), Management and Finance
AXA Advisors February 2014 - Present
AXA Advisors July 2010 - January 2014
Skills
Retirement Planning, Leadership Development, Recruiting, Mentoring, Wealth Management, College Education...
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA)
Stephen F. Austin State University 1997 — 2001
Bachelor of Business Administration (BBA), Management and Finance
Annie Hung-Scanga, CPA, MBA's AXA Advisors Experience 2000 - 2002
Job I help busy people accumulate, distribute wealth and protect their loved ones.
Industry Financial Services
Experience
ATO Capital August 2006 - Present
Hung & Scanga LLC July 2006 - Present
Chinese American Society of CPAs 2004 - 2007
UBS 2002 - 2006
AXA Advisors 2000 - 2002
Castrol North America 1996 - 2000
H&R Block January 1999 - April 1999
Bristol-Myers Squibb 1994 - 1996
Arthur Andersen & Co 1990 - 1992
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Small Business, Tax, Finance, Leadership, Financial Advisory, Financial Services, Portfolio Management, Coaching, Securities, 401k, Risk Management, Employee Benefits, Accounting, Managerial Finance, FINRA, CPA, Management, IRAs, Funding, Mergers & Acquisitions, Financial Planners, Personal Finance, Investment Advisory, Internal Audit, Executive Management, Wealth Management, Series 7, Due Diligence, High Net Worth..., Cash Management, Mutual Funds, Cash Flow, Strategic Planning, Financial Analysis, Consulting, Budgets, Financial Reporting, Business Planning, Auditing, Public Speaking, Strategy, Marketing, Start-ups, Nonprofits
Education
State University of New York College at Buffalo 1993 — 1994
MBA, Accounting
ATO Capital August 2006 - Present
Hung & Scanga LLC July 2006 - Present
Chinese American Society of CPAs 2004 - 2007
UBS 2002 - 2006
AXA Advisors 2000 - 2002
Castrol North America 1996 - 2000
H&R Block January 1999 - April 1999
Bristol-Myers Squibb 1994 - 1996
Arthur Andersen & Co 1990 - 1992
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Small Business, Tax, Finance, Leadership, Financial Advisory, Financial Services, Portfolio Management, Coaching, Securities, 401k, Risk Management, Employee Benefits, Accounting, Managerial Finance, FINRA, CPA, Management, IRAs, Funding, Mergers & Acquisitions, Financial Planners, Personal Finance, Investment Advisory, Internal Audit, Executive Management, Wealth Management, Series 7, Due Diligence, High Net Worth..., Cash Management, Mutual Funds, Cash Flow, Strategic Planning, Financial Analysis, Consulting, Budgets, Financial Reporting, Business Planning, Auditing, Public Speaking, Strategy, Marketing, Start-ups, Nonprofits
Education
State University of New York College at Buffalo 1993 — 1994
MBA, Accounting
Amelia Marple's AXA Advisors Experience June 2014 - March 2015
Job Amelia Marple Strategic Account Manager
Industry Information Technology and Services
Experience
eIntern July 2015 - Present
eIntern March 2015 - June 2015
Arthur Murray Dance Studio November 2014 - June 2015
AXA Advisors June 2014 - March 2015
ING U.S. August 2013 - June 2014
Skills
Environmental Awareness, Matlab, Engineering, Microsoft Office, AutoCAD, ArcGIS, Water Quality, Environmental Science, GIS, MathCAD, Civil Engineering, Stormwater Management, Environmental..., Research, Sustainability, Financial Planning, Financial Risk..., IRAs, Roth IRA, 401k Rollovers, TSP, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Transition..., Business Strategy, Business Planning, Retirement Planning, Microsoft Excel, Public Speaking
Education
State University of New York College of Environmental Sciences and Forestry
Bachelor of Science (B.S.), Environmental Resource Engineering
eIntern July 2015 - Present
eIntern March 2015 - June 2015
Arthur Murray Dance Studio November 2014 - June 2015
AXA Advisors June 2014 - March 2015
ING U.S. August 2013 - June 2014
Skills
Environmental Awareness, Matlab, Engineering, Microsoft Office, AutoCAD, ArcGIS, Water Quality, Environmental Science, GIS, MathCAD, Civil Engineering, Stormwater Management, Environmental..., Research, Sustainability, Financial Planning, Financial Risk..., IRAs, Roth IRA, 401k Rollovers, TSP, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Transition..., Business Strategy, Business Planning, Retirement Planning, Microsoft Excel, Public Speaking
Education
State University of New York College of Environmental Sciences and Forestry
Bachelor of Science (B.S.), Environmental Resource Engineering
John Moyer John Moyer's AXA Advisors Experience December 2009 - May 2014
Job Senior Relationship Manager | Practice Management Specialist | Business Development Manager
Industry Financial Services
Experience
ClientWise LLC June 2014 - June 2015
AXA Advisors December 2009 - May 2014
Skills
Management, Investments, Wealth Management, Finance, Mutual Funds, Series 7, Microsoft Excel, Portfolio Management, Financial Services, Retirement Planning
Education
Stonehill College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Trinity-Pawling School 1999 — 2002
ClientWise LLC June 2014 - June 2015
AXA Advisors December 2009 - May 2014
Skills
Management, Investments, Wealth Management, Finance, Mutual Funds, Series 7, Microsoft Excel, Portfolio Management, Financial Services, Retirement Planning
Education
Stonehill College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Trinity-Pawling School 1999 — 2002
Ryan Soos Ryan Soos's AXA Advisors Experience June 2013 - Present
Job Financial Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Skills
Financial Analysis, Business Planning, Retirement Planning, Wealth Accumulation..., Life Insurance...
Education
Richard Stockton College of New Jersey 2009 — 2012
Bachelor's degree, Finance, General
AXA Advisors June 2013 - Present
Skills
Financial Analysis, Business Planning, Retirement Planning, Wealth Accumulation..., Life Insurance...
Education
Richard Stockton College of New Jersey 2009 — 2012
Bachelor's degree, Finance, General
Kelsey Jae Burke's AXA Advisors Experience August 2014 - May 2015
Job Assistant Account Executive at FCB Garfinkel
Industry Marketing and Advertising
Experience
FCB Garfinkel July 2015 - Present
AXA Advisors August 2014 - May 2015
Syracuse University May 2013 - May 2015
Syracuse University Library August 2012 - May 2015
The Kumquat November 2013 - April 2015
20 Watts Magazine July 2013 - April 2015
Jerk Magazine May 2013 - April 2015
ThunderCakes November 2012 - January 2015
AXA Advisors May 2014 - August 2014
Kyra Tirana Barry of Columbia University June 2013 - September 2013
Skills
Creative Writing, Social Media, Editing, Public Speaking, Microsoft Office, Event Planning, Team Leadership, Photoshop, PowerPoint, Microsoft Word, Facebook, Journalism, Photography, Teamwork, Advertising, Blogging, Music, French, Poetry, Microsoft Excel, Public Relations, Marketing Communications, Event Management, Proofreading, Copy Editing, Marketing, AP Style, WordPress, Copywriting, Fact-checking, News Writing, Outlook, Feature Articles, Blogger, Magazines, Research, Social Networking
Education
Syracuse University 2011 — 2015
B.S., B.A., Minor, Communication and Rhetorical Studies, English and Textual Studies, Psychology, 3.4, Dean's List
Holy Name High School 2007 — 2011
FCB Garfinkel July 2015 - Present
AXA Advisors August 2014 - May 2015
Syracuse University May 2013 - May 2015
Syracuse University Library August 2012 - May 2015
The Kumquat November 2013 - April 2015
20 Watts Magazine July 2013 - April 2015
Jerk Magazine May 2013 - April 2015
ThunderCakes November 2012 - January 2015
AXA Advisors May 2014 - August 2014
Kyra Tirana Barry of Columbia University June 2013 - September 2013
Skills
Creative Writing, Social Media, Editing, Public Speaking, Microsoft Office, Event Planning, Team Leadership, Photoshop, PowerPoint, Microsoft Word, Facebook, Journalism, Photography, Teamwork, Advertising, Blogging, Music, French, Poetry, Microsoft Excel, Public Relations, Marketing Communications, Event Management, Proofreading, Copy Editing, Marketing, AP Style, WordPress, Copywriting, Fact-checking, News Writing, Outlook, Feature Articles, Blogger, Magazines, Research, Social Networking
Education
Syracuse University 2011 — 2015
B.S., B.A., Minor, Communication and Rhetorical Studies, English and Textual Studies, Psychology, 3.4, Dean's List
Holy Name High School 2007 — 2011
Yuanyuan Deng's AXA Advisors Experience September 2011 - January 2012
Job PhD candidate, Health/labor
Industry Research
Experience
Stony Brook University August 2012 - Present
Stony Brook University May 2013 - July 2013
Campus Residences, Stony Brook University October 2010 - June 2012
Procurement Department, Stony Brook University February 2012 - May 2012
AXA Advisors September 2011 - January 2012
China Construction Bank June 2011 - July 2011
Skills
Stata, Matlab, Maple, Fortran, Microsoft Office, LaTeX, Photoshop, Analysis, Data Analysis, PowerPoint, R
Education
State University of New York at Stony Brook 2012 — 2015
Doctor of Philosophy (Ph.D.), Health Economics
State University of New York at Stony Brook 2010 — 2012
M.A., Economics
Wuhan University, Wuhan, China 2008 — 2010
M.A., International Finance
Beijing University of Technology, Beijing, China 2004 — 2008
B.E., Industrial Design
Stony Brook University August 2012 - Present
Stony Brook University May 2013 - July 2013
Campus Residences, Stony Brook University October 2010 - June 2012
Procurement Department, Stony Brook University February 2012 - May 2012
AXA Advisors September 2011 - January 2012
China Construction Bank June 2011 - July 2011
Skills
Stata, Matlab, Maple, Fortran, Microsoft Office, LaTeX, Photoshop, Analysis, Data Analysis, PowerPoint, R
Education
State University of New York at Stony Brook 2012 — 2015
Doctor of Philosophy (Ph.D.), Health Economics
State University of New York at Stony Brook 2010 — 2012
M.A., Economics
Wuhan University, Wuhan, China 2008 — 2010
M.A., International Finance
Beijing University of Technology, Beijing, China 2004 — 2008
B.E., Industrial Design
Charles Volpe Charles Volpe's AXA Advisors Experience August 2008 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2008 - Present
Job Expo 2006 - 2008
Mason Credit Counseling Inc October 1999 - September 2005
Skills
Fixed Annuities, Investment Advisory, Retirement, Mutual Funds, Wealth Accumulation, College Savings Plans, Estate Planning, Asset Allocation, 401k Rollovers, Strategic Financial..., Saving for Education, Investments, Series 63, Education Funding, 401k, Securities, Financial Advisory, Disability Insurance, Long Term Care Insurance
Education
Stony Brook University 1990 — 1993
AXA Advisors August 2008 - Present
Job Expo 2006 - 2008
Mason Credit Counseling Inc October 1999 - September 2005
Skills
Fixed Annuities, Investment Advisory, Retirement, Mutual Funds, Wealth Accumulation, College Savings Plans, Estate Planning, Asset Allocation, 401k Rollovers, Strategic Financial..., Saving for Education, Investments, Series 63, Education Funding, 401k, Securities, Financial Advisory, Disability Insurance, Long Term Care Insurance
Education
Stony Brook University 1990 — 1993
Robert(Bob) Woodcock Robert(Bob) Woodcock's AXA Advisors Experience March 1986 - Present
Job Investment Advisor, Financial Planner
Industry Financial Services
Experience
Robert F. Woodcock CFP, CLU, ChFC March 1986 - Present
AXA Advisors March 1986 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Management, Coaching, Employee Benefits, Economics, Risk Management, Asset and Income..., Investment Management
Education
State University of New York College at Plattsburgh 1983 — 1985
BS, Business Management concentration in Economics
Robert F. Woodcock CFP, CLU, ChFC March 1986 - Present
AXA Advisors March 1986 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Management, Coaching, Employee Benefits, Economics, Risk Management, Asset and Income..., Investment Management
Education
State University of New York College at Plattsburgh 1983 — 1985
BS, Business Management concentration in Economics
Thomas Brown, CRPS® Thomas Brown, CRPS®'s AXA Advisors Experience April 2008 - April 2010
Job Director, Retirement Plan Services and Wealth Manager, Private Client Services
Industry Financial Services
Experience
Blue Water Capital Mgmt August 2011 - Present
AXA Advisors April 2008 - April 2010
Skills
Retirement Planning, Retirement Plan..., Series 7, Series 66, Asset Management, Asset Allocation, Trust Services, Financial Planning, College Education..., Licensed Life & Health..., Long Term Care Insurance, Investments, Retirement Plan Design, 401(k) Investments, 401(k) Participant..., 401(k) Rollovers, Buy-sell Agreements, Business Development, Disability Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance & Entreprenuership
Blue Water Capital Mgmt August 2011 - Present
AXA Advisors April 2008 - April 2010
Skills
Retirement Planning, Retirement Plan..., Series 7, Series 66, Asset Management, Asset Allocation, Trust Services, Financial Planning, College Education..., Licensed Life & Health..., Long Term Care Insurance, Investments, Retirement Plan Design, 401(k) Investments, 401(k) Participant..., 401(k) Rollovers, Buy-sell Agreements, Business Development, Disability Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance & Entreprenuership
Emily Pallotta's AXA Advisors Experience September 2011 - May 2012
Job Client Operations Manager at Mapstone Veritas Financial Group
Industry Higher Education
Experience
Mapstone Veritas Financial Group August 2013 - Present
Thomas & Solomon, LLP August 2012 - August 2013
AXA Advisors September 2011 - May 2012
SUNY Geneseo August 2008 - May 2012
Geneseo Workout Center August 2010 - December 2011
Livingston County Development Corporation June 2011 - August 2011
Make-A-Wish Foundation March 2011 - May 2011
Old Navy August 2007 - May 2011
Skills
Fundraising, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Outlook, Teamwork, Social Media, Public Speaking, Microsoft Office, Research, Time Management, Public Relations, Non-profits, Access, Editing
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Mapstone Veritas Financial Group August 2013 - Present
Thomas & Solomon, LLP August 2012 - August 2013
AXA Advisors September 2011 - May 2012
SUNY Geneseo August 2008 - May 2012
Geneseo Workout Center August 2010 - December 2011
Livingston County Development Corporation June 2011 - August 2011
Make-A-Wish Foundation March 2011 - May 2011
Old Navy August 2007 - May 2011
Skills
Fundraising, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Outlook, Teamwork, Social Media, Public Speaking, Microsoft Office, Research, Time Management, Public Relations, Non-profits, Access, Editing
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Justin Reakes Justin Reakes's AXA Advisors Experience October 2013 - June 2014
Job Investment Support Specialist at M&T Bank
Industry Financial Services
Experience
M&T Bank June 2014 - Present
AXA Advisors October 2013 - June 2014
HealthEd Group July 2012 - August 2013
Panos Restaurant on Elmwood April 2009 - July 2012
Cornell University 2007 - 2008
Hilton Garden Inn 2006 - 2007
Skills
Advertising, Customer Service, Investments, Bond Markets, Securities, Strategic Financial..., Financial Analysis, Team Leadership, Marketing Management, Operations Management, Marketing Research, Consumer Advertising, Customer Satisfaction
Education
State University of New York College at Buffalo 2006 — 2011
Bachelor of Science, Business Administration; Marketing
M&T Bank June 2014 - Present
AXA Advisors October 2013 - June 2014
HealthEd Group July 2012 - August 2013
Panos Restaurant on Elmwood April 2009 - July 2012
Cornell University 2007 - 2008
Hilton Garden Inn 2006 - 2007
Skills
Advertising, Customer Service, Investments, Bond Markets, Securities, Strategic Financial..., Financial Analysis, Team Leadership, Marketing Management, Operations Management, Marketing Research, Consumer Advertising, Customer Satisfaction
Education
State University of New York College at Buffalo 2006 — 2011
Bachelor of Science, Business Administration; Marketing
Shenette Osorio Shenette Osorio's AXA Advisors Experience October 2002 - August 2005
Job Independent Consultant
Industry Financial Services
Experience
Marsh and McLennan Companies April 2012 - Present
Prudential Insurance October 2011 - May 2012
SRO Consultative Services January 2009 - October 2011
AXA Equitable August 2005 - December 2008
AXA Advisors October 2002 - August 2005
AXA Advisors September 2000 - August 2002
Oxford Healthplans 1995 - 1998
Skills
Program Management, Marketing, Quality Assurance, Sales, Sales Operations, Employee Benefits, Customer Service, Fundraising, Personnel Management, Insurance, Financial Services, Risk Management, Process Improvement, Small Business, Vendor Management
Education
State University of New York College at Brockport 1989 — 1993
Marsh and McLennan Companies April 2012 - Present
Prudential Insurance October 2011 - May 2012
SRO Consultative Services January 2009 - October 2011
AXA Equitable August 2005 - December 2008
AXA Advisors October 2002 - August 2005
AXA Advisors September 2000 - August 2002
Oxford Healthplans 1995 - 1998
Skills
Program Management, Marketing, Quality Assurance, Sales, Sales Operations, Employee Benefits, Customer Service, Fundraising, Personnel Management, Insurance, Financial Services, Risk Management, Process Improvement, Small Business, Vendor Management
Education
State University of New York College at Brockport 1989 — 1993
Kamar Plunkett Kamar Plunkett's AXA Advisors Experience May 2008 - September 2010
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors 2011 - Present
AXA Advisors May 2008 - September 2010
Mortgage Line Financial April 2004 - November 2006
Skills
Risk Management, Insurance, Asset Management, Portfolio Management, Financial Planning, Investments
Education
State University of New York at Stony Brook 2002 — 2006
Garden State Academy
Lenox Advisors 2011 - Present
AXA Advisors May 2008 - September 2010
Mortgage Line Financial April 2004 - November 2006
Skills
Risk Management, Insurance, Asset Management, Portfolio Management, Financial Planning, Investments
Education
State University of New York at Stony Brook 2002 — 2006
Garden State Academy
Stephen Wisniewski's AXA Advisors Experience August 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
KeyBank March 2010 - August 2011
Pyramid Management Group 2004 - 2007
Skills
Retirement Planning, Investments, 403 b, 401k Rollovers, IRAs, Life Insurance, Risk Management, College Funding..., Business Planning, Small Business, 401k, Mutual Funds, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oswego
Cicero-North Syracuse High School
AXA Advisors August 2011 - Present
KeyBank March 2010 - August 2011
Pyramid Management Group 2004 - 2007
Skills
Retirement Planning, Investments, 403 b, 401k Rollovers, IRAs, Life Insurance, Risk Management, College Funding..., Business Planning, Small Business, 401k, Mutual Funds, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oswego
Cicero-North Syracuse High School
Daniel Cassano Daniel Cassano's AXA Advisors Experience January 2012 - April 2012
Job Advertising Sales at Fox Networks Group
Industry Marketing and Advertising
Experience
Fox Networks Group April 2014 - Present
Long Island Gulls Hockey April 2014 - Present
Nomura Securities May 2013 - August 2013
North Shore Warriors Baseball August 2010 - August 2013
Northwestern Mutual August 2012 - March 2013
AXA Advisors January 2012 - April 2012
Janney Montgomery Scott January 2011 - May 2011
Skills
Excel, Word, PowerPoint, Access, Leadership Development, Public Speaking, Communication, Analysis, Critical Thinking, Teamwork, Team Motivator, Bloomberg Terminal, Coaching, Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, Minor in Leadership Development
Fox Networks Group April 2014 - Present
Long Island Gulls Hockey April 2014 - Present
Nomura Securities May 2013 - August 2013
North Shore Warriors Baseball August 2010 - August 2013
Northwestern Mutual August 2012 - March 2013
AXA Advisors January 2012 - April 2012
Janney Montgomery Scott January 2011 - May 2011
Skills
Excel, Word, PowerPoint, Access, Leadership Development, Public Speaking, Communication, Analysis, Critical Thinking, Teamwork, Team Motivator, Bloomberg Terminal, Coaching, Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, Minor in Leadership Development
Aaron Fullilove Aaron Fullilove's AXA Advisors Experience November 2006 - November 2008
Job Consultant at BCT Partners
Industry Higher Education
Experience
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
Joe Ayoub Joe Ayoub's AXA Advisors Experience November 2012 - March 2013
Job BSLDP, Account Executive at AT&T
Industry Telecommunications
Experience
AT&T June 2015 - Present
Gartner June 2014 - August 2014
Legends Hospitality March 2011 - June 2014
Ettline Foods Corporation May 2013 - August 2013
AXA Advisors November 2012 - March 2013
Revolution Biofuels June 2011 - August 2012
Temple University January 2012 - April 2012
Skills
Concessions, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Microsoft Office, Marketing, Accounting, Advertising, Cold Calling, Customer Service, Event Planning, Program Management, Social Networking, Time Management, Team Leadership
Education
Temple University 2011 — 2015
Marketing, Sales Force Effectiveness
Central York High School 2007 — 2011
AT&T June 2015 - Present
Gartner June 2014 - August 2014
Legends Hospitality March 2011 - June 2014
Ettline Foods Corporation May 2013 - August 2013
AXA Advisors November 2012 - March 2013
Revolution Biofuels June 2011 - August 2012
Temple University January 2012 - April 2012
Skills
Concessions, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Microsoft Office, Marketing, Accounting, Advertising, Cold Calling, Customer Service, Event Planning, Program Management, Social Networking, Time Management, Team Leadership
Education
Temple University 2011 — 2015
Marketing, Sales Force Effectiveness
Central York High School 2007 — 2011
Dakota Decker Dakota Decker's AXA Advisors Experience May 2012 - June 2013
Job Fund Accountant I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
AXA Advisors May 2012 - June 2013
Temple University Snowboard Club August 2012 - May 2013
Triumph Brewing Co August 2010 - May 2012
Steamworks Brewing Co. August 2007 - August 2010
Sports Express, LLC May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Access, Capital IQ, Bloomberg Terminal, Valuation, Derivatives Trading, Financial Analysis, Customer Service, Sales, Public Speaking
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master's degree, Investments and Securities
TEMPLE UNIVERSITY, Fox School of Business 2009 — 2013
Bachelor, Business Administration; Finance
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
BNY Mellon June 2013 - Present
AXA Advisors May 2012 - June 2013
Temple University Snowboard Club August 2012 - May 2013
Triumph Brewing Co August 2010 - May 2012
Steamworks Brewing Co. August 2007 - August 2010
Sports Express, LLC May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Access, Capital IQ, Bloomberg Terminal, Valuation, Derivatives Trading, Financial Analysis, Customer Service, Sales, Public Speaking
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master's degree, Investments and Securities
TEMPLE UNIVERSITY, Fox School of Business 2009 — 2013
Bachelor, Business Administration; Finance
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Marty Ellis, PHR,SPHR,SHRM-CP Marty Ellis, PHR,SPHR,SHRM-CP's AXA Advisors Experience 2009 - 2010
Job Sales Executive at ADP
Industry Human Resources
Experience
ADP June 2013 - Present
ADP February 2012 - June 2013
ADP February 2010 - February 2012
AXA Equitable January 2008 - March 2010
AXA Advisors 2009 - 2010
Business Owner April 2006 - December 2007
Allevia Medical January 2001 - January 2007
Lorenz Surgical January 1999 - January 2001
PSS January 1993 - January 1998
Eli Lilly and Company January 1990 - January 1993
Skills
ADP Payroll, Benefits Administration, HRIS, Leadership Development, Selling, Team Building, Sales Process, Training, Leadership, Human Resources, BPO, Consulting, CRM, Account Management, Coaching, Cold Calling, Outsourcing, Process Improvement, Sales, Sales Operations, Salesforce.com, Recruiting
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
Bachelors, MIS, Marketing
Syracuse University
ADP June 2013 - Present
ADP February 2012 - June 2013
ADP February 2010 - February 2012
AXA Equitable January 2008 - March 2010
AXA Advisors 2009 - 2010
Business Owner April 2006 - December 2007
Allevia Medical January 2001 - January 2007
Lorenz Surgical January 1999 - January 2001
PSS January 1993 - January 1998
Eli Lilly and Company January 1990 - January 1993
Skills
ADP Payroll, Benefits Administration, HRIS, Leadership Development, Selling, Team Building, Sales Process, Training, Leadership, Human Resources, BPO, Consulting, CRM, Account Management, Coaching, Cold Calling, Outsourcing, Process Improvement, Sales, Sales Operations, Salesforce.com, Recruiting
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
Bachelors, MIS, Marketing
Syracuse University
Jack Whitaker's AXA Advisors Experience May 2010 - September 2010
Job Staff Auditor (Financial Services Group) at Anchin
Industry Accounting
Experience
Anchin November 2012 - Present
Whitman School of Management - Syracuse University July 2008 - May 2011
AXA Advisors May 2010 - September 2010
Kimberly's Ice Cream Factory April 2005 - August 2010
Skills
Finance
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Managerial Accounting/Finance
Anchin November 2012 - Present
Whitman School of Management - Syracuse University July 2008 - May 2011
AXA Advisors May 2010 - September 2010
Kimberly's Ice Cream Factory April 2005 - August 2010
Skills
Finance
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Managerial Accounting/Finance
Salvatore Rao Salvatore Rao's AXA Advisors Experience August 2008 - January 2010
Job Natural Gas Scheduler at NextEra Energy Resources
Industry Oil & Energy
Experience
NextEra Energy Resources October 2011 - Present
NextEra Energy Resources February 2010 - October 2011
AXA Advisors August 2008 - January 2010
Skills
Microsoft Office, Excel, Access, Phoenix, Cognos, Ventyx, Visual Basic, Asset Managment, Finance, Accounting, Microsoft Excel, Analysis, Trading, Gas, Natural Gas, Commodity Markets
Education
State University of New York College at Oneonta 2003 — 2006
BS, Economics
Liverpool High School
NextEra Energy Resources October 2011 - Present
NextEra Energy Resources February 2010 - October 2011
AXA Advisors August 2008 - January 2010
Skills
Microsoft Office, Excel, Access, Phoenix, Cognos, Ventyx, Visual Basic, Asset Managment, Finance, Accounting, Microsoft Excel, Analysis, Trading, Gas, Natural Gas, Commodity Markets
Education
State University of New York College at Oneonta 2003 — 2006
BS, Economics
Liverpool High School
Michael Polacek Michael Polacek's AXA Advisors Experience January 1994 - April 2004
Job Owner of Polacek Capital Management
Industry Investment Management
Experience
Polacek Capital Management April 2007 - Present
Wayne Business Services January 2007 - Present
AXA Advisors January 1994 - April 2004
Skills
Retirement, Securities, Financial Advisory, FINRA, Investments, Investment Advisory, Retirement Planning, Wealth Management, Financial Planning, Management, Estate Planning, Strategic Planning, Mutual Funds, Tax Preparation, Tax Planning, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor, Finance / Managerial Law and Public Policy
Polacek Capital Management April 2007 - Present
Wayne Business Services January 2007 - Present
AXA Advisors January 1994 - April 2004
Skills
Retirement, Securities, Financial Advisory, FINRA, Investments, Investment Advisory, Retirement Planning, Wealth Management, Financial Planning, Management, Estate Planning, Strategic Planning, Mutual Funds, Tax Preparation, Tax Planning, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor, Finance / Managerial Law and Public Policy
Stanley K. Hunt, CFP® Stanley K. Hunt, CFP®'s AXA Advisors Experience March 2001 - September 2003
Job Financial Advisor at Woodwell Asset Management
Industry Financial Services
Experience
Woodwell Asset Management June 2009 - Present
Smith Barney September 2003 - May 2009
AXA Advisors March 2001 - September 2003
Merck June 1997 - March 2001
McNeil Consumer Products Company December 1995 - June 1997
McNeil Consumer Products Company December 1993 - December 1995
McNeil Consumer Products Company June 1992 - December 1993
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Portfolio Management, Asset Allocation, Investment Strategies, Analysis, Insurance, Retirement
Education
Tarleton State University 1990 — 1991
BS, Chemistry
Tarleton State University 1984 — 1989
BS, Physics
Woodwell Asset Management June 2009 - Present
Smith Barney September 2003 - May 2009
AXA Advisors March 2001 - September 2003
Merck June 1997 - March 2001
McNeil Consumer Products Company December 1995 - June 1997
McNeil Consumer Products Company December 1993 - December 1995
McNeil Consumer Products Company June 1992 - December 1993
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Portfolio Management, Asset Allocation, Investment Strategies, Analysis, Insurance, Retirement
Education
Tarleton State University 1990 — 1991
BS, Chemistry
Tarleton State University 1984 — 1989
BS, Physics
Tom Burdick, CFP, CLU, ChFC Tom Burdick, CFP, CLU, ChFC's AXA Advisors Experience October 1989 - April 2014
Job President at Empire Financial Advisors, Inc.
Industry Financial Services
Experience
Empire Financial Advisors, Inc. April 2014 - Present
Gift of Life 2012 - 2015
AXA Advisors October 1989 - April 2014
Advantage Capital October 1987 - September 1989
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, 401k, Fixed Annuities, Estate Planning, Financial Planning, Finance, Securities, Insurance, Series 7, Management
Education
State University of New York College at Potsdam 1982 — 1986
Liberal Arts, Industrial and Labor Relations
Empire Financial Advisors, Inc. April 2014 - Present
Gift of Life 2012 - 2015
AXA Advisors October 1989 - April 2014
Advantage Capital October 1987 - September 1989
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, 401k, Fixed Annuities, Estate Planning, Financial Planning, Finance, Securities, Insurance, Series 7, Management
Education
State University of New York College at Potsdam 1982 — 1986
Liberal Arts, Industrial and Labor Relations
Ron Monosson Ron Monosson's AXA Advisors Experience January 2012 - January 2014
Job Financial and Insurance Associates, Vice President
Industry Financial Services
Experience
Financial and Insurance Associates March 2015 - Present
Tanner Financial Services January 2014 - Present
AXA Advisors January 2012 - January 2014
Tanner Financial July 2009 - January 2012
Citywide Services October 1998 - October 2009
Northwestern Mutual December 2008 - July 2009
Skills
Finance, Insurance, Mutual Funds, Project Planning, Series 7, Retirement, Retirement Planning, Strategic Financial..., Life Insurance, IRAs, Financial Services, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, 401k Rollovers
Education
American College
Suffolk County Community College
Business/Managerial Economics
Financial and Insurance Associates March 2015 - Present
Tanner Financial Services January 2014 - Present
AXA Advisors January 2012 - January 2014
Tanner Financial July 2009 - January 2012
Citywide Services October 1998 - October 2009
Northwestern Mutual December 2008 - July 2009
Skills
Finance, Insurance, Mutual Funds, Project Planning, Series 7, Retirement, Retirement Planning, Strategic Financial..., Life Insurance, IRAs, Financial Services, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, 401k Rollovers
Education
American College
Suffolk County Community College
Business/Managerial Economics
Alexander Henn Alexander Henn's AXA Advisors Experience 2006 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2006 - Present
AXA Advisors 2002 - 2005
Skills
Recruiting, Training, Retirement Planning, Estate Planning, Business Succession..., Insurance Planning, Financial Advisory
Education
Syracuse University 1997 — 2002
BA, Policy Studies and Public Affairs
AXA Advisors 2006 - Present
AXA Advisors 2002 - 2005
Skills
Recruiting, Training, Retirement Planning, Estate Planning, Business Succession..., Insurance Planning, Financial Advisory
Education
Syracuse University 1997 — 2002
BA, Policy Studies and Public Affairs
Terry Webb, AAMS's AXA Advisors Experience August 2003 - October 2005
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Edward Jones September 2007 - February 2011
LPL Financial October 2005 - September 2007
AXA Advisors August 2003 - October 2005
Key Bank December 1969 - March 1997
Skills
Leadership, Public Speaking, Finance, Microsoft Office, Investments, Management, Insurance, Retirement Planning, Wealth Management, Financial Planning
Education
Kaplan-Schweser College 2012 — 2013
CFP Candidate
The American College 2009 — 2009
AAMS, Finance and Financial Management Services
State University of New York College at Oneonta 1986 — 1991
Bachelor's degree, Business and Economics
Ameriprise Financial Services, Inc. November 2011 - Present
Edward Jones September 2007 - February 2011
LPL Financial October 2005 - September 2007
AXA Advisors August 2003 - October 2005
Key Bank December 1969 - March 1997
Skills
Leadership, Public Speaking, Finance, Microsoft Office, Investments, Management, Insurance, Retirement Planning, Wealth Management, Financial Planning
Education
Kaplan-Schweser College 2012 — 2013
CFP Candidate
The American College 2009 — 2009
AAMS, Finance and Financial Management Services
State University of New York College at Oneonta 1986 — 1991
Bachelor's degree, Business and Economics
Robert Gessner Jr's AXA Advisors Experience August 2014 - November 2014
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2014 - Present
US Army PA National Guard May 2011 - Present
AXA Advisors August 2014 - November 2014
Marlin Business Services Corp September 2007 - July 2014
Skills
Finance, Risk Management, Account Management, Credit, Customer Service, Sales, Insurance, Building Relationships, Fixed Annuities, Life & Health Insurance..., Investments, Stocks, Retirement Planning, Investment Advisory, Securities, 529 Plans, Variable Annuities, Business Planning, Bonds, Mutual Funds, Series 7, Series 66, Debt Consolidation
Education
West Chester University of Pennsylvania 2013 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2001 — 2004
Bachelor of Arts (BA), Criminal Justice/Police Science
Maple Shade High School
First Command Financial Services November 2014 - Present
US Army PA National Guard May 2011 - Present
AXA Advisors August 2014 - November 2014
Marlin Business Services Corp September 2007 - July 2014
Skills
Finance, Risk Management, Account Management, Credit, Customer Service, Sales, Insurance, Building Relationships, Fixed Annuities, Life & Health Insurance..., Investments, Stocks, Retirement Planning, Investment Advisory, Securities, 529 Plans, Variable Annuities, Business Planning, Bonds, Mutual Funds, Series 7, Series 66, Debt Consolidation
Education
West Chester University of Pennsylvania 2013 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2001 — 2004
Bachelor of Arts (BA), Criminal Justice/Police Science
Maple Shade High School
Anthony Gerchman Anthony Gerchman's AXA Advisors Experience May 2014 - August 2014
Job Commercial Lines Underwriter at Broome CoOperative Insurance Company
Industry Higher Education
Experience
Broome Co-Operative Insurance Company June 2015 - Present
ENACTUS, SUNY Oswego May 2014 - May 2015
ENACTUS, SUNY Oswego April 2012 - May 2015
AXA Advisors May 2014 - August 2014
Rogers Service Group Inc June 2010 - January 2014
State Street Bank & Trust Company June 2013 - August 2013
Wagner Lumber Company June 2012 - August 2012
Layden’s Fence & Livestock Service June 2009 - August 2009
St. Anthony’s of Padua Church June 2008 - August 2008
Skills
Leadership, Management, Analysis, Marketing, Research, Statistics, Talent Acquisition, Finance, Accounting, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Broome Co-Operative Insurance Company June 2015 - Present
ENACTUS, SUNY Oswego May 2014 - May 2015
ENACTUS, SUNY Oswego April 2012 - May 2015
AXA Advisors May 2014 - August 2014
Rogers Service Group Inc June 2010 - January 2014
State Street Bank & Trust Company June 2013 - August 2013
Wagner Lumber Company June 2012 - August 2012
Layden’s Fence & Livestock Service June 2009 - August 2009
St. Anthony’s of Padua Church June 2008 - August 2008
Skills
Leadership, Management, Analysis, Marketing, Research, Statistics, Talent Acquisition, Finance, Accounting, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Funicelli Brian Funicelli's AXA Advisors Experience October 2011 - January 2013
Job Social Media Specialist at The Blue Book Building & Construction Network
Industry Internet
Experience
The Blue Book Building & Construction Network March 2015 - Present
Silverback Social, LLC January 2013 - March 2015
Westchester Digital Summit January 2013 - March 2015
AXA Advisors October 2011 - January 2013
Town of LaGrange April 2006 - September 2012
Padgett Business Services January 2011 - April 2011
Hannaford Supermarkets February 2006 - January 2011
Skills
Facebook, Social Media, Social Media Marketing, Social Networking, Securities, Public Speaking, Series 7, PowerPoint, Insurance, Investments, Instagram, Uniform Combined State..., Portfolio Management, 401k, Twitter, Pinterest, Digital Marketing, Google+, Public Relations, Marketing Strategy, Content Management, Online Content Creation, LinkedIn, Project Management, Community Management, Mobile Marketing, Event Management, Content Strategy, Strategic Content..., Digital Media, Creative Content...
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Arts, Psychology
Florence University of the Arts 2010 — 2010
Arlington High School 2003 — 2007
The Blue Book Building & Construction Network March 2015 - Present
Silverback Social, LLC January 2013 - March 2015
Westchester Digital Summit January 2013 - March 2015
AXA Advisors October 2011 - January 2013
Town of LaGrange April 2006 - September 2012
Padgett Business Services January 2011 - April 2011
Hannaford Supermarkets February 2006 - January 2011
Skills
Facebook, Social Media, Social Media Marketing, Social Networking, Securities, Public Speaking, Series 7, PowerPoint, Insurance, Investments, Instagram, Uniform Combined State..., Portfolio Management, 401k, Twitter, Pinterest, Digital Marketing, Google+, Public Relations, Marketing Strategy, Content Management, Online Content Creation, LinkedIn, Project Management, Community Management, Mobile Marketing, Event Management, Content Strategy, Strategic Content..., Digital Media, Creative Content...
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Arts, Psychology
Florence University of the Arts 2010 — 2010
Arlington High School 2003 — 2007
Richard Weinhaus Richard Weinhaus's AXA Advisors Experience May 2009 - March 2012
Job Executive Director at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2012 - Present
AXA Advisors May 2009 - March 2012
National Network of Accountants May 2009 - February 2010
Ameriprise Financial Services, Inc. November 1998 - May 2009
Education
Towson University 1993 — 1995
BS, Sport Management
Suffolk County Community College 1989 — 1994
JP Morgan Chase Bank, N.A. April 2012 - Present
AXA Advisors May 2009 - March 2012
National Network of Accountants May 2009 - February 2010
Ameriprise Financial Services, Inc. November 1998 - May 2009
Education
Towson University 1993 — 1995
BS, Sport Management
Suffolk County Community College 1989 — 1994
Shaun Egan's AXA Advisors Experience January 2008 - Present
Job Financial Consultant at Dayton & Sydney Wealth Strategies Group, LLC
Industry Financial Services
Experience
Dayton & Sydney Wealth Strategies Group January 2009 - Present
AXA Advisors January 2008 - Present
Skills
Disability Insurance, Investment Management, Alternative Investments, Life Insurance, Health Insurance, New York State..., Investments, Retirement Planning, Insurance, Estate Planning, Asset Allocation, Financial Services, Finance, Portfolio Management, Retirement, Series 7
Education
Stony Brook University 2001 — 2004
Bachelor's degree, Economics
Dayton & Sydney Wealth Strategies Group January 2009 - Present
AXA Advisors January 2008 - Present
Skills
Disability Insurance, Investment Management, Alternative Investments, Life Insurance, Health Insurance, New York State..., Investments, Retirement Planning, Insurance, Estate Planning, Asset Allocation, Financial Services, Finance, Portfolio Management, Retirement, Series 7
Education
Stony Brook University 2001 — 2004
Bachelor's degree, Economics
Ben Hussong Ben Hussong's AXA Advisors Experience April 2014 - Present
Job Financial Professional
Industry Insurance
Experience
AXA Advisors April 2014 - Present
The Brett Gornewicz Foundation 2013 - Present
Self-Employed September 2012 - April 2014
Feuerstein & Smith, LLP May 2010 - May 2012
U.S. Army Reserve May 2003 - May 2012
Skills
Sales, Leadership, Long Term Care Insurance, Team Building, Life Insurance, Financial Services, Policy, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Nonprofits, Microsoft Office
Education
State University of New York at Buffalo - Law School 2009 — 2012
Doctor of Law (J.D.)
University at Buffalo 2009 — 2012
Juris Doctor (J.D.), Legal Studies, General
AXA Advisors April 2014 - Present
The Brett Gornewicz Foundation 2013 - Present
Self-Employed September 2012 - April 2014
Feuerstein & Smith, LLP May 2010 - May 2012
U.S. Army Reserve May 2003 - May 2012
Skills
Sales, Leadership, Long Term Care Insurance, Team Building, Life Insurance, Financial Services, Policy, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Nonprofits, Microsoft Office
Education
State University of New York at Buffalo - Law School 2009 — 2012
Doctor of Law (J.D.)
University at Buffalo 2009 — 2012
Juris Doctor (J.D.), Legal Studies, General
Carol Reardon Carol Reardon's AXA Advisors Experience September 2007 - December 2012
Job Account Coordinator at Genesys Consulting Services
Industry Information Technology and Services
Experience
Genesys Consulting Services December 2012 - Present
AXA Advisors September 2007 - December 2012
Keane, Inc. September 1989 - December 2001
Skills
Financial Analysis, Finance, Insurance, Consulting, Analysis, Account Management, Business Process..., Business Analysis, Process Improvement, Management, Integration, Technical Recruiting
Education
SUNY Potsdam
Mathematics and Computer Science
St. John Fisher, Rochester, NY
MBA
Genesys Consulting Services December 2012 - Present
AXA Advisors September 2007 - December 2012
Keane, Inc. September 1989 - December 2001
Skills
Financial Analysis, Finance, Insurance, Consulting, Analysis, Account Management, Business Process..., Business Analysis, Process Improvement, Management, Integration, Technical Recruiting
Education
SUNY Potsdam
Mathematics and Computer Science
St. John Fisher, Rochester, NY
MBA
Erika Sammons's AXA Advisors Experience January 2008 - February 2014
Job Financial Advisor at New Horizons Asset Management Group, LLC
Industry Financial Services
Experience
New Horizons Asset Management Group, LLC February 2014 - Present
AXA Advisors January 2008 - February 2014
Skills
Investment Advisory..., Retirement Planning, Life Insurance, Investments, Insurance, Roth IRA, IRAs, Whole Life, 403 b, Term Life Insurance, Estate Planning, Retirement, Fixed Annuities, Strategic Financial..., Fixed Income, Securities, Disability Insurance, Financial Planners, Financial Planning
Education
Syracuse University 1991 — 1995
BFA, Advertising/Communications
Holywood Hils HS
New Horizons Asset Management Group, LLC February 2014 - Present
AXA Advisors January 2008 - February 2014
Skills
Investment Advisory..., Retirement Planning, Life Insurance, Investments, Insurance, Roth IRA, IRAs, Whole Life, 403 b, Term Life Insurance, Estate Planning, Retirement, Fixed Annuities, Strategic Financial..., Fixed Income, Securities, Disability Insurance, Financial Planners, Financial Planning
Education
Syracuse University 1991 — 1995
BFA, Advertising/Communications
Holywood Hils HS
Robert Atkins Robert Atkins's AXA Advisors Experience January 2011 - May 2011
Job Regional Sales Manager at StudentCity.com
Industry Entertainment
Experience
StudentCity.com February 2014 - Present
Northwestern Mutual May 2012 - January 2014
Syracuse University August 2008 - June 2012
Merrill Lynch May 2011 - August 2011
AXA Advisors January 2011 - May 2011
Skills
Leadership, Communication, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Public Speaking, Finance, Financial Analysis, Networking, Facebook, Adobe Creative Suite, Outlook, Strategic Financial...
Education
Syracuse University 2008 — 2012
BS, Finance and Accounting
StudentCity.com February 2014 - Present
Northwestern Mutual May 2012 - January 2014
Syracuse University August 2008 - June 2012
Merrill Lynch May 2011 - August 2011
AXA Advisors January 2011 - May 2011
Skills
Leadership, Communication, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Public Speaking, Finance, Financial Analysis, Networking, Facebook, Adobe Creative Suite, Outlook, Strategic Financial...
Education
Syracuse University 2008 — 2012
BS, Finance and Accounting
T. Kevin Sheehan T. Kevin Sheehan's AXA Advisors Experience March 1987 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1987 - Present
Skills
Wealth Management, Retirement Planning, Insurance strategies, Tax-Deferred Investment..., Financial Strategies
Education
State University of New York College at Geneseo 1978 — 1982
Bs marketing, Business
AXA Advisors March 1987 - Present
Skills
Wealth Management, Retirement Planning, Insurance strategies, Tax-Deferred Investment..., Financial Strategies
Education
State University of New York College at Geneseo 1978 — 1982
Bs marketing, Business
Nicholas Constantino Nicholas Constantino's AXA Advisors Experience June 2010 - Present
Job Associate at AXA
Industry Insurance
Experience
AXA Advisors June 2010 - Present
Education
Swarthmore College 2010 — 2014
Economics
AXA Advisors June 2010 - Present
Education
Swarthmore College 2010 — 2014
Economics
Sondra Payne, CFP® Sondra Payne, CFP®'s AXA Advisors Experience November 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2007 - Present
Skills
Non-profits
Education
The American College 2011 — 2013
Certified Financial Planner
State University of New York College at Buffalo
Bachelors, Mathematics & Finance
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
AXA Advisors November 2007 - Present
Skills
Non-profits
Education
The American College 2011 — 2013
Certified Financial Planner
State University of New York College at Buffalo
Bachelors, Mathematics & Finance
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
Koen Goorman, ChFC, CLU, CFP®'s AXA Advisors Experience January 1995 - December 2011
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, Mapstone Veritas Financial Group May 1992 - Present
AXA Advisors January 1995 - December 2011
Skills
Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
MBA, Finance, International Business
Virginia Polytechnic Institute and State University 1985 — 1989
Bachelors, Economics
AXA Advisors, Mapstone Veritas Financial Group May 1992 - Present
AXA Advisors January 1995 - December 2011
Skills
Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
MBA, Finance, International Business
Virginia Polytechnic Institute and State University 1985 — 1989
Bachelors, Economics
Katelyn Stewart's AXA Advisors Experience January 2009 - October 2011
Job Senior Client Service Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2014 - Present
The Newport Group October 2011 - February 2014
AXA Advisors January 2009 - October 2011
Skills
Financial Services, Investments, Finance, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Variable Life, Universal Life, Series 7, Wealth Management, Securities, 401k, Retirement, Financial Planning, Insurance, Pensions, Series 6
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science (B.S.), Finance
The Newport Group February 2014 - Present
The Newport Group October 2011 - February 2014
AXA Advisors January 2009 - October 2011
Skills
Financial Services, Investments, Finance, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Variable Life, Universal Life, Series 7, Wealth Management, Securities, 401k, Retirement, Financial Planning, Insurance, Pensions, Series 6
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science (B.S.), Finance
Jared Becker Jared Becker's AXA Advisors Experience January 1999 - June 2008
Job President of Wechsler Associates, Inc.
Industry Insurance
Experience
Wechsler Associates June 2008 - Present
AXA Advisors January 1999 - June 2008
Skills
Licensed Life & Health..., Estate Tax Planning, Restricted Property..., Disability Insurance, Long Term Care Insurance, Customer Service, Strategic Planning, Insurance, Life Insurance, Wealth, Term Life Insurance, Fixed Annuities, Long-term Care, Health Insurance
Education
Syracuse University 1991 — 1995
Hauppauge High School 1987 — 1991
High School
Wechsler Associates June 2008 - Present
AXA Advisors January 1999 - June 2008
Skills
Licensed Life & Health..., Estate Tax Planning, Restricted Property..., Disability Insurance, Long Term Care Insurance, Customer Service, Strategic Planning, Insurance, Life Insurance, Wealth, Term Life Insurance, Fixed Annuities, Long-term Care, Health Insurance
Education
Syracuse University 1991 — 1995
Hauppauge High School 1987 — 1991
High School
Edward C. McGraw Edward C. McGraw's AXA Advisors Experience May 2010 - January 2011
Job Senior Project Manager at Oneida Indian Nation
Industry Gambling & Casinos
Experience
Oneida Indian Nation October 2014 - Present
UBS Investment Bank March 2011 - October 2014
AXA Advisors May 2010 - January 2011
Barclays Capital August 2009 - April 2010
SAC Capital April 2004 - July 2009
Response February 2004 - April 2004
Chrysler June 1997 - August 2003
Skills
Investment Banking, Strategic Planning, Program Management, Operations Management, Business Management, Change Management, Team Leadership, Risk Management, Fixed Income, Derivatives, Logistics, Credit, Rates, Microsoft Office, Excel, Data Analysis, Microsoft Excel, Alternative Investments, Hedge Funds, Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
BS, Finance
Oneida Indian Nation October 2014 - Present
UBS Investment Bank March 2011 - October 2014
AXA Advisors May 2010 - January 2011
Barclays Capital August 2009 - April 2010
SAC Capital April 2004 - July 2009
Response February 2004 - April 2004
Chrysler June 1997 - August 2003
Skills
Investment Banking, Strategic Planning, Program Management, Operations Management, Business Management, Change Management, Team Leadership, Risk Management, Fixed Income, Derivatives, Logistics, Credit, Rates, Microsoft Office, Excel, Data Analysis, Microsoft Excel, Alternative Investments, Hedge Funds, Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
BS, Finance
Ekmel Bermek Ekmel Bermek's AXA Advisors Experience January 2009 - December 2009
Job Associate Research Scientist I: at Actavis
Industry Facilities Services
Experience
Actavis March 2014 - Present
Pfizer April 2013 - January 2014
Lonza: A Global Leader In Life Sciences July 2011 - May 2012
Lonza: A Global Leader In Life Sciences August 2010 - July 2011
U.S. Census Bureau -- Census Coverage Management February 2010 - July 2010
Colgate Palmolive March 2010 - May 2010
AXA Advisors January 2009 - December 2009
Eastbrook Capital Group / Investors Capital Corp. March 2008 - December 2008
Rubber and Silicone Production June 2004 - August 2004
Baruch College June 2001 - September 2003
Skills
Quality Assurance, Project Management, Software Documentation, Data Analysis, Analysis, PowerPoint, HPLC, Microsoft Excel, Research, UV/Vis, Customer Service
Education
Stevens Institute of Technology 2004 — 2008
Bachelors of Science, Chemical Biology
Actavis March 2014 - Present
Pfizer April 2013 - January 2014
Lonza: A Global Leader In Life Sciences July 2011 - May 2012
Lonza: A Global Leader In Life Sciences August 2010 - July 2011
U.S. Census Bureau -- Census Coverage Management February 2010 - July 2010
Colgate Palmolive March 2010 - May 2010
AXA Advisors January 2009 - December 2009
Eastbrook Capital Group / Investors Capital Corp. March 2008 - December 2008
Rubber and Silicone Production June 2004 - August 2004
Baruch College June 2001 - September 2003
Skills
Quality Assurance, Project Management, Software Documentation, Data Analysis, Analysis, PowerPoint, HPLC, Microsoft Excel, Research, UV/Vis, Customer Service
Education
Stevens Institute of Technology 2004 — 2008
Bachelors of Science, Chemical Biology
Paul L. Sirois Paul L. Sirois's AXA Advisors Experience August 1999 - March 2004
Job Chief Operating Officer
Industry Hospital & Health Care
Experience
Regional Hospice of Western Connecticut January 2014 - Present
Union Savings Bank - CT March 2011 - December 2013
Paul L. Sirois, LLC Financial Advisory Services March 2004 - March 2011
AXA Advisors August 1999 - March 2004
Skills
Non-profit Leadership, Fundraising
Education
Syracuse University - Martin J. Whitman School of Management
B.S.
Regional Hospice of Western Connecticut January 2014 - Present
Union Savings Bank - CT March 2011 - December 2013
Paul L. Sirois, LLC Financial Advisory Services March 2004 - March 2011
AXA Advisors August 1999 - March 2004
Skills
Non-profit Leadership, Fundraising
Education
Syracuse University - Martin J. Whitman School of Management
B.S.
Erik Eliassen Erik Eliassen's AXA Advisors Experience June 2009 - May 2010
Job Prudential Investments
Industry Financial Services
Experience
Prudential Investments January 2013 - Present
Morgan Stanley Smith Barney June 2010 - December 2012
AXA Advisors June 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Microsoft Excel, PowerPoint, Investment Advisory, Superior Client Service, Capital Markets, Financial Markets
Education
Stevens Institute of Technology 2004 — 2009
B.S., Business and Technology
Prudential Investments January 2013 - Present
Morgan Stanley Smith Barney June 2010 - December 2012
AXA Advisors June 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Microsoft Excel, PowerPoint, Investment Advisory, Superior Client Service, Capital Markets, Financial Markets
Education
Stevens Institute of Technology 2004 — 2009
B.S., Business and Technology
Justin Chin Justin Chin's AXA Advisors Experience 2011 - 2014
Job Trader at Avatar Securities, LLC
Industry Financial Services
Experience
AXA Advisors 2011 - 2014
David Chin General Insurance 2004 - 2011
Skills
Series 7, Investments, Series 63, Bloomberg, Strategic Financial..., Hedge Funds, Insurance, Life, Accident & Health..., Trading, Proprietary Trading, Equities, Capital Markets, Stock Market, Stocks, Asset Management, Financial Modeling, Valuation, Alternative Investments, Corporate Finance, Finance, Risk Management, Financial Analysis, Due Diligence, Portfolio Management, Private Equity
Education
SUNY Stony Brook University 2003 — 2007
Marketing, Finance, Technology in Society
Stony Brook University 2003 — 2007
Bachelor's degree, Business Marketing/Finance
AXA Advisors 2011 - 2014
David Chin General Insurance 2004 - 2011
Skills
Series 7, Investments, Series 63, Bloomberg, Strategic Financial..., Hedge Funds, Insurance, Life, Accident & Health..., Trading, Proprietary Trading, Equities, Capital Markets, Stock Market, Stocks, Asset Management, Financial Modeling, Valuation, Alternative Investments, Corporate Finance, Finance, Risk Management, Financial Analysis, Due Diligence, Portfolio Management, Private Equity
Education
SUNY Stony Brook University 2003 — 2007
Marketing, Finance, Technology in Society
Stony Brook University 2003 — 2007
Bachelor's degree, Business Marketing/Finance
Herve Thenor-Louis, ChFC, CLU Herve Thenor-Louis, ChFC, CLU's AXA Advisors Experience August 2013 - Present
Job Vice President National Division and Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Forest Hills Financial Group March 2010 - August 2013
MetLife November 1990 - February 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Business..., Financial Needs Analysis, Recruit and Train...
Education
Stony Brook University 1982 — 1987
B.A, M.S, Economics, Management Info Systems
AXA Advisors August 2013 - Present
Forest Hills Financial Group March 2010 - August 2013
MetLife November 1990 - February 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Business..., Financial Needs Analysis, Recruit and Train...
Education
Stony Brook University 1982 — 1987
B.A, M.S, Economics, Management Info Systems
Jolie Longchamps Jolie Longchamps's AXA Advisors Experience April 2009 - July 2011
Job Business Operations Specialist at Ashford University
Industry Education Management
Experience
Ashford University June 2012 - Present
Ashford University August 2011 - June 2012
AXA Advisors April 2009 - July 2011
EJ Wren Homebrew Supplies March 2005 - July 2011
Hallmark Cards October 2003 - August 2008
Syracuse University May 2005 - July 2008
Walt Disney World August 2004 - March 2008
Skills
Management, Microsoft Office, Customer Service, Public Speaking, Training, Microsoft Excel, Leadership, PowerPoint, Event Planning, Microsoft Word, Marketing, Outlook, Access, Analysis
Education
Syracuse University 2003 — 2008
BA, Psychology
Ashford University June 2012 - Present
Ashford University August 2011 - June 2012
AXA Advisors April 2009 - July 2011
EJ Wren Homebrew Supplies March 2005 - July 2011
Hallmark Cards October 2003 - August 2008
Syracuse University May 2005 - July 2008
Walt Disney World August 2004 - March 2008
Skills
Management, Microsoft Office, Customer Service, Public Speaking, Training, Microsoft Excel, Leadership, PowerPoint, Event Planning, Microsoft Word, Marketing, Outlook, Access, Analysis
Education
Syracuse University 2003 — 2008
BA, Psychology
Frank McCormack Frank McCormack's AXA Advisors Experience January 2002 - September 2003
Job Sr. Vice President of Sales & Marketing Exteria Building Products
Industry Building Materials
Experience
Exteria Building Products February 2007 - Present
Icynene Inc. September 2003 - May 2004
AXA Advisors January 2002 - September 2003
Cemplank Inc 2000 - 2002
Celotex Corporation June 1991 - December 2000
Skills
Sales Management, Strategic Planning, Key Account Management, Business Development, Product Development, Recruiting, Multi-channel Marketing, Value Selling, New Business Development, Sales, Account Management, Negotiation, Deferred Compensation, Budgets, Coaching, Sales Operations, Pricing, Contract Negotiation, Building Materials, Management
Education
Susquehanna University 1982 — 1986
BA: Political Science
Meyers High School 1979 — 1982
Exteria Building Products February 2007 - Present
Icynene Inc. September 2003 - May 2004
AXA Advisors January 2002 - September 2003
Cemplank Inc 2000 - 2002
Celotex Corporation June 1991 - December 2000
Skills
Sales Management, Strategic Planning, Key Account Management, Business Development, Product Development, Recruiting, Multi-channel Marketing, Value Selling, New Business Development, Sales, Account Management, Negotiation, Deferred Compensation, Budgets, Coaching, Sales Operations, Pricing, Contract Negotiation, Building Materials, Management
Education
Susquehanna University 1982 — 1986
BA: Political Science
Meyers High School 1979 — 1982
Ferdinand Ruplin Ferdinand Ruplin's AXA Advisors Experience January 1999 - Present
Job Regional EVP at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1999 - Present
Education
Stony Brook University 1979 — 1983
BA, Economics
AXA Advisors January 1999 - Present
Education
Stony Brook University 1979 — 1983
BA, Economics
Clinton Kane Clinton Kane's AXA Advisors Experience April 2005 - March 2009
Job Retirement Plan Specialist at Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services March 2012 - Present
Commonwealth Financial Network March 2009 - March 2012
AXA Advisors April 2005 - March 2009
Skills
Series 7, Series 63, Series 65
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Herkimer County Community College 1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Strategic Financial Services March 2012 - Present
Commonwealth Financial Network March 2009 - March 2012
AXA Advisors April 2005 - March 2009
Skills
Series 7, Series 63, Series 65
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Herkimer County Community College 1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Gregory Mosick Gregory Mosick's AXA Advisors Experience January 2012 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
John Hancock Financial Services 1999 - 2012
Skills
Investments, Insurance, Retirement Planning, Business Planning, Estate Planning
Education
Stony Brook University
Bachelor’s Degree, Finance, General
AXA Advisors January 2012 - Present
John Hancock Financial Services 1999 - 2012
Skills
Investments, Insurance, Retirement Planning, Business Planning, Estate Planning
Education
Stony Brook University
Bachelor’s Degree, Finance, General
Mark R. Giunta Mark R. Giunta's AXA Advisors Experience 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Skills
Customer Service, Marketing, Financial Analysis, Leadership
Education
Syracuse University
BS, Pyschology and Medicine
AXA Advisors 2015 - Present
Skills
Customer Service, Marketing, Financial Analysis, Leadership
Education
Syracuse University
BS, Pyschology and Medicine
Mathew Rough Mathew Rough's AXA Advisors Experience August 2013 - June 2014
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC June 2014 - Present
AXA Advisors August 2013 - June 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Time Management, Leadership
Education
State University of New York College at Geneseo
Bachelor's Degree, Economics
AXA Advisors LLC June 2014 - Present
AXA Advisors August 2013 - June 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Time Management, Leadership
Education
State University of New York College at Geneseo
Bachelor's Degree, Economics
Maureen Keser Maureen Keser's AXA Advisors Experience August 2010 - February 2013
Job Government Relations at Wladis Law Firm
Industry Government Relations
Experience
Wladis Law Firm March 2013 - Present
AXA Advisors August 2010 - February 2013
Skills
Strategic Financial..., Portfolio Management, Government Relations, Business Development, Economic Development, Strategic Planning, Business Strategy, Grant Writing, Strategy, Finance, Financial Services, Investments, Data Analysis, Risk Management, Analysis, Entrepreneurship, Insurance, Governmental Affairs, Government
Education
State University of New York College at Brockport 1999 — 2003
Liberal Arts, Philosophy
Wladis Law Firm March 2013 - Present
AXA Advisors August 2010 - February 2013
Skills
Strategic Financial..., Portfolio Management, Government Relations, Business Development, Economic Development, Strategic Planning, Business Strategy, Grant Writing, Strategy, Finance, Financial Services, Investments, Data Analysis, Risk Management, Analysis, Entrepreneurship, Insurance, Governmental Affairs, Government
Education
State University of New York College at Brockport 1999 — 2003
Liberal Arts, Philosophy
Kamille Sorber Kamille Sorber's AXA Advisors Experience December 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors December 2013 - Present
Dinosaur Bar-B-Que January 2005 - September 2014
Education
State University of New York at Oswego 2011 — 2013
Bachelor's in Finance
AXA Advisors December 2013 - Present
Dinosaur Bar-B-Que January 2005 - September 2014
Education
State University of New York at Oswego 2011 — 2013
Bachelor's in Finance
Leo Haggerty Leo Haggerty's AXA Advisors Experience 2002 - 2006
Job Business Professional: Commercial Lending | Financial Analysis | Market Research | Public Relations
Industry Banking
Experience
Bank of America 2010 - 2015
Independent Financial Planner 2007 - 2009
HSBC 2006 - 2007
AXA Advisors 2002 - 2006
Morgan Stanley 1999 - 2001
M&T Bank 1997 - 1999
HSBC 1991 - 1997
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Consumer Lending, Risk Management, Risk Analysis, Supervision, Management, Team Leadership, Client Relationship..., Market Research, Public Speaking, Market Development, Sales Prospecting
Education
State University of New York College at Buffalo
B.S. Humanities
University at Buffalo
MBA Finance Concentration
Bank of America 2010 - 2015
Independent Financial Planner 2007 - 2009
HSBC 2006 - 2007
AXA Advisors 2002 - 2006
Morgan Stanley 1999 - 2001
M&T Bank 1997 - 1999
HSBC 1991 - 1997
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Consumer Lending, Risk Management, Risk Analysis, Supervision, Management, Team Leadership, Client Relationship..., Market Research, Public Speaking, Market Development, Sales Prospecting
Education
State University of New York College at Buffalo
B.S. Humanities
University at Buffalo
MBA Finance Concentration
Richard (RJ) Barber's AXA Advisors Experience April 2004 - 2008
Job Financial ConsultantInvestment Advisor at Visions FCU/LPL Financial
Industry Financial Services
Experience
Visions Federal Credit Union December 2008 - Present
LPL Financial December 2008 - Present
AXA Advisors April 2004 - 2008
Charter One Securities, Inc. 2002 - 2004
Morgan Stanley Investment Management 2000 - 2002
Skills
Fee-Based Financial..., Strategic Financial..., Investments, Retirement Planning, Finance, Financial Advisory, Asset Management, Securities, Insurance, Wealth Management..., Leadership, FINRA, Long Term Care Insurance, Coaching, Wealth Management, Retirement
Education
Suffolk University 1993 — 1997
Bachelor's degree, Business & Finance, Cum Laude
Broome Leadership Institute 2006 — 2006
Completion Certificate, Leadership Program
Visions Federal Credit Union December 2008 - Present
LPL Financial December 2008 - Present
AXA Advisors April 2004 - 2008
Charter One Securities, Inc. 2002 - 2004
Morgan Stanley Investment Management 2000 - 2002
Skills
Fee-Based Financial..., Strategic Financial..., Investments, Retirement Planning, Finance, Financial Advisory, Asset Management, Securities, Insurance, Wealth Management..., Leadership, FINRA, Long Term Care Insurance, Coaching, Wealth Management, Retirement
Education
Suffolk University 1993 — 1997
Bachelor's degree, Business & Finance, Cum Laude
Broome Leadership Institute 2006 — 2006
Completion Certificate, Leadership Program
Slaten Miller Slaten Miller's AXA Advisors Experience January 2008 - September 2009
Job Franchisee at You've Got Maids of San Antonio
Industry Consumer Services
Experience
You've Got Maids June 2015 - Present
Scientific Drilling July 2012 - June 2015
Parks & Associates : Ameriprise Financial September 2009 - June 2012
AXA Advisors January 2008 - September 2009
Bank of America February 2004 - August 2007
Skills
Leadership, Customer Service, Analysis, Management, Team Building, Finance, Public Speaking, Sales, Strategic Planning, Process Improvement, Time Management, Account Management, Financial Analysis, Marketing, Sales Management, Training, Professional Cleaning
Education
Tarleton State University 2002 — 2007
Bachelors of Business Administration, Finance
Dublin High School 1999 — 2002
You've Got Maids June 2015 - Present
Scientific Drilling July 2012 - June 2015
Parks & Associates : Ameriprise Financial September 2009 - June 2012
AXA Advisors January 2008 - September 2009
Bank of America February 2004 - August 2007
Skills
Leadership, Customer Service, Analysis, Management, Team Building, Finance, Public Speaking, Sales, Strategic Planning, Process Improvement, Time Management, Account Management, Financial Analysis, Marketing, Sales Management, Training, Professional Cleaning
Education
Tarleton State University 2002 — 2007
Bachelors of Business Administration, Finance
Dublin High School 1999 — 2002
Fernando Tejada MBA, PMP's AXA Advisors Experience October 2000 - October 2001
Job ISO Project Manager at Allergan
Industry Computer & Network Security
Experience
Allergan November 2014 - Present
KPMG (Benchmark IT ) April 2014 - November 2014
Port Authority of NY & NJ (Pinnacle Resource Management) October 2011 - March 2014
Advaiya February 2010 - March 2011
EMI Music North America October 2005 - August 2009
Medical Intelligence April 2002 - October 2005
AXA Advisors October 2000 - October 2001
Titan Corporation July 1999 - July 2000
Elsevier Science 1997 - 1999
Skills
ITIL, PMP, Disaster Recovery, Windows, Active Directory, Servers, Program Management, Security, IT Strategy, Customer Relations, Change Management, Enterprise Architecture, Data Center, Team Leadership, Operations Management, Microsoft Office, Planning, Consultancy, Virtualization, Troubleshooting, VMware, DHCP, IT Management, IT Service Management, Project Management, CRM, Technical Support, Windows Server, Software Documentation, System Administration, Networking, Operating Systems, Microsoft Exchange, XP, VMware ESX, Business Process, Hardware, IIS, Infrastructure, IT Operations, Windows XP, Project Planning
Education
Manhattan College 1997 — 2000
MBA, Management Information Systems
SUNY Plattsburgh
Bachelors of Science, Marketing
Allergan November 2014 - Present
KPMG (Benchmark IT ) April 2014 - November 2014
Port Authority of NY & NJ (Pinnacle Resource Management) October 2011 - March 2014
Advaiya February 2010 - March 2011
EMI Music North America October 2005 - August 2009
Medical Intelligence April 2002 - October 2005
AXA Advisors October 2000 - October 2001
Titan Corporation July 1999 - July 2000
Elsevier Science 1997 - 1999
Skills
ITIL, PMP, Disaster Recovery, Windows, Active Directory, Servers, Program Management, Security, IT Strategy, Customer Relations, Change Management, Enterprise Architecture, Data Center, Team Leadership, Operations Management, Microsoft Office, Planning, Consultancy, Virtualization, Troubleshooting, VMware, DHCP, IT Management, IT Service Management, Project Management, CRM, Technical Support, Windows Server, Software Documentation, System Administration, Networking, Operating Systems, Microsoft Exchange, XP, VMware ESX, Business Process, Hardware, IIS, Infrastructure, IT Operations, Windows XP, Project Planning
Education
Manhattan College 1997 — 2000
MBA, Management Information Systems
SUNY Plattsburgh
Bachelors of Science, Marketing
Nicholas Constantino Nicholas Constantino's AXA Advisors Experience May 2012 - August 2012
Job Cash Equities Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan July 2014 - January 2015
Swarthmore College August 2010 - June 2014
Holman Enterprises, Inc. June 2013 - August 2013
AXA Advisors May 2012 - August 2012
AXA Advisors June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Skills
US Equities, Trading Systems, Client Services, Financial Analysis, Investments, Financial Reporting, Economics, Capital Markets, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Word
Education
Swarthmore College 2010 — 2014
Bachelor's degree, Economics, 3.45
University of Pennsylvania - The Wharton School 2013 — 2013
Marketing
Temple Rome - Temple University 2012 — 2012
International Business
J.P. Morgan August 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan July 2014 - January 2015
Swarthmore College August 2010 - June 2014
Holman Enterprises, Inc. June 2013 - August 2013
AXA Advisors May 2012 - August 2012
AXA Advisors June 2011 - August 2011
AXA Advisors June 2010 - August 2010
Skills
US Equities, Trading Systems, Client Services, Financial Analysis, Investments, Financial Reporting, Economics, Capital Markets, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Word
Education
Swarthmore College 2010 — 2014
Bachelor's degree, Economics, 3.45
University of Pennsylvania - The Wharton School 2013 — 2013
Marketing
Temple Rome - Temple University 2012 — 2012
International Business
David Dieal David Dieal's AXA Advisors Experience May 2007 - May 2008
Job Executive Vice President at Pangea Wealth Management
Industry Financial Services
Experience
Pangea Wealth Management December 2012 - Present
CheckPoint HR May 2011 - September 2012
The Savino Financial Group/Northwestern Mutual 2008 - May 2011
AXA Advisors May 2007 - May 2008
The Vanguard Group September 2004 - April 2007
Skills
Deferred Compensation, Retirement Planning, 401k, High Net Worth..., Financial Analysis, Insurance, Strategic Planning, Retirement Plan..., Qualified Retirement..., Investment Management, Investment Strategies, Account Management, Investments, Financial Services, Risk Management, Employee Benefits, Securities, Pensions, Small Business, Series 7, Mutual Funds, Series 63, Disability Insurance, Fixed Annuities, Retirement, Financial Advisory, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Life Insurance, Asset Allocation
Education
Stockton University
Bachelor of Science, Finance
Pangea Wealth Management December 2012 - Present
CheckPoint HR May 2011 - September 2012
The Savino Financial Group/Northwestern Mutual 2008 - May 2011
AXA Advisors May 2007 - May 2008
The Vanguard Group September 2004 - April 2007
Skills
Deferred Compensation, Retirement Planning, 401k, High Net Worth..., Financial Analysis, Insurance, Strategic Planning, Retirement Plan..., Qualified Retirement..., Investment Management, Investment Strategies, Account Management, Investments, Financial Services, Risk Management, Employee Benefits, Securities, Pensions, Small Business, Series 7, Mutual Funds, Series 63, Disability Insurance, Fixed Annuities, Retirement, Financial Advisory, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Life Insurance, Asset Allocation
Education
Stockton University
Bachelor of Science, Finance
Shana Rivera's AXA Advisors Experience January 2015 - Present
Job Financial Consultant for AXA Advisors, LLC at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Independent March 2014 - December 2014
The Berry Company/Local Insight Media December 2004 - May 2013
The Berry Company August 1999 - May 2013
Skills
Sales, Cold Calling, Salesforce.com, Digital Marketing, Sales Management, Leadership, Training, Customer Retention, Sales Process, B2B, Online Advertising, Market Planning, Recruiting, Product Development, Local Search, Advertising, Marketing Strategy, Sales Operations, Account Management, Marketing, Selling, Online Marketing, Advertising Sales, SEM, SEO, Mobile Marketing, PPC, Google Adwords, Market Research, Social Networking, Team Building, Customer Satisfaction, Digital Media, Team Leadership, Coaching, Email Marketing, Sales Presentations
Education
State University of New York College at Brockport 1995 — 1999
B.S., Broadcast Communications
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (B.S.), Broadcast Communications
Webster High School
Webster High School
AXA Advisors January 2015 - Present
Independent March 2014 - December 2014
The Berry Company/Local Insight Media December 2004 - May 2013
The Berry Company August 1999 - May 2013
Skills
Sales, Cold Calling, Salesforce.com, Digital Marketing, Sales Management, Leadership, Training, Customer Retention, Sales Process, B2B, Online Advertising, Market Planning, Recruiting, Product Development, Local Search, Advertising, Marketing Strategy, Sales Operations, Account Management, Marketing, Selling, Online Marketing, Advertising Sales, SEM, SEO, Mobile Marketing, PPC, Google Adwords, Market Research, Social Networking, Team Building, Customer Satisfaction, Digital Media, Team Leadership, Coaching, Email Marketing, Sales Presentations
Education
State University of New York College at Brockport 1995 — 1999
B.S., Broadcast Communications
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (B.S.), Broadcast Communications
Webster High School
Webster High School
Jarrod Thompson Jarrod Thompson's AXA Advisors Experience April 2014 - Present
Job Attended Stephen F. Austin State University
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Abercrombie & Fitch June 2009 - January 2011
Skills
Financial Planning, TRS Specialist, Customer Service, Creativity, Extrovert, Highly Adaptive, Sales, Microsoft Office, Time Management, Teamwork, PowerPoint, Social Media, Marketing, Insurance, Leadership
Education
Stephen F. Austin State University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
AXA Advisors April 2014 - Present
Abercrombie & Fitch June 2009 - January 2011
Skills
Financial Planning, TRS Specialist, Customer Service, Creativity, Extrovert, Highly Adaptive, Sales, Microsoft Office, Time Management, Teamwork, PowerPoint, Social Media, Marketing, Insurance, Leadership
Education
Stephen F. Austin State University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Daniel Abramson Daniel Abramson's AXA Advisors Experience January 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Skills
Retirement Planning, Asset Management and..., Financial needs analysis, Tax-advantaged..., Risk Management, Income and Asset..., Estate and survivorship..., Business succession..., Education Funding Plans
Education
University of Baltimore School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Temple University 2009 — 2011
Bachelor of Arts (BA), American Studies
AXA Advisors January 2015 - Present
Skills
Retirement Planning, Asset Management and..., Financial needs analysis, Tax-advantaged..., Risk Management, Income and Asset..., Estate and survivorship..., Business succession..., Education Funding Plans
Education
University of Baltimore School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Temple University 2009 — 2011
Bachelor of Arts (BA), American Studies
Avery Stine's AXA Advisors Experience May 2015 - Present
Job Future Advisor
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Professional Sales Organization January 2015 - Present
Professional Sales Organization January 2014 - January 2015
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Business Management
Northern Lebanon High School 1999 — 2012
AXA Advisors May 2015 - Present
Professional Sales Organization January 2015 - Present
Professional Sales Organization January 2014 - January 2015
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Business Management
Northern Lebanon High School 1999 — 2012
Miriam Helm Miriam Helm's AXA Advisors Experience October 2012 - Present
Job Associate Receptionist and Math Professor
Industry Education Management
Experience
AXA Advisors October 2012 - Present
Monroe Community College November 2004 - Present
consilium1 June 2011 - June 2012
Service Education October 2005 - June 2011
Merton Williams Middle School, Hilton CSD September 1999 - August 2005
Columbus County Schools September 1996 - June 1999
Skills
Active Directory, Windows 7, Databases, Troubleshooting, Technical Support, Operating Systems, Hardware, Windows, Microsoft Exchange
Education
Union College 1992 — 1996
MS, Master of Science for Mathematics Teachers
Union College 1992 — 1995
Master of Science Degree, Mathematics Teachers
SUNY Potsdam 1978 — 1982
B.A, Mathematics and Anthropology
State University of New York College at Potsdam 1978 — 1982
BA, Math and Anthropology
Amherst Senior High School 1975 — 1978
HS Diploma
AXA Advisors October 2012 - Present
Monroe Community College November 2004 - Present
consilium1 June 2011 - June 2012
Service Education October 2005 - June 2011
Merton Williams Middle School, Hilton CSD September 1999 - August 2005
Columbus County Schools September 1996 - June 1999
Skills
Active Directory, Windows 7, Databases, Troubleshooting, Technical Support, Operating Systems, Hardware, Windows, Microsoft Exchange
Education
Union College 1992 — 1996
MS, Master of Science for Mathematics Teachers
Union College 1992 — 1995
Master of Science Degree, Mathematics Teachers
SUNY Potsdam 1978 — 1982
B.A, Mathematics and Anthropology
State University of New York College at Potsdam 1978 — 1982
BA, Math and Anthropology
Amherst Senior High School 1975 — 1978
HS Diploma
Christopher Ayala Christopher Ayala's AXA Advisors Experience May 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Arjent LLC August 2014 - January 2015
EJ Sterling April 2014 - July 2014
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Research, Photoshop, Public Speaking, Leadership, Sales, Budgets, Strategic Planning, Team Building, Outlook, English, Team Leadership, Negotiation, Time Management, Analysis, Coaching, Windows, Series 7, Wealth Management, Investments, Securities, Capital Markets, Private Equity, Strategy, Finance, Bonds, Due Diligence, Asset Management, Equities, Portfolio Management, Financial Analysis, Risk Management, Social Media, Financial Planning, Management, Social Networking, Mutual Funds, Financial Services, Insurance, Trading, Financial Modeling, Retirement Planning, Series 63, Event Planning, Banking
Education
State University of New York College at Old Westbury 2011 — 2012
Accounting and Finance
AXA Advisors May 2015 - Present
Arjent LLC August 2014 - January 2015
EJ Sterling April 2014 - July 2014
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Research, Photoshop, Public Speaking, Leadership, Sales, Budgets, Strategic Planning, Team Building, Outlook, English, Team Leadership, Negotiation, Time Management, Analysis, Coaching, Windows, Series 7, Wealth Management, Investments, Securities, Capital Markets, Private Equity, Strategy, Finance, Bonds, Due Diligence, Asset Management, Equities, Portfolio Management, Financial Analysis, Risk Management, Social Media, Financial Planning, Management, Social Networking, Mutual Funds, Financial Services, Insurance, Trading, Financial Modeling, Retirement Planning, Series 63, Event Planning, Banking
Education
State University of New York College at Old Westbury 2011 — 2012
Accounting and Finance
Alexandra Cui's AXA Advisors Experience February 2004 - February 2006
Job Sourcing & Talent Acquisition Lead Hiring top IT talent and tech savvy professionals for Infosys Globally
Industry Information Technology and Services
Experience
Haier America August 2014 - June 2015
Robert Walters March 2013 - July 2014
Proco Global Group September 2012 - January 2013
Michael Page International December 2010 - September 2012
IBISWorld Pty Ltd February 2009 - December 2010
Macquarie Group February 2006 - February 2009
AXA Advisors February 2004 - February 2006
Skills
Home Appliances, Consumer Electronics, Consumer Goods, Manufacturing, Property, Construction, Sales, Marketing, Operations Management, Accounting, Finance, Sourcing, Management, Cross-functional Team...
Education
Swinburne University of Technology
Bachelor's Degree, Business/Commerce, General
Haier America August 2014 - June 2015
Robert Walters March 2013 - July 2014
Proco Global Group September 2012 - January 2013
Michael Page International December 2010 - September 2012
IBISWorld Pty Ltd February 2009 - December 2010
Macquarie Group February 2006 - February 2009
AXA Advisors February 2004 - February 2006
Skills
Home Appliances, Consumer Electronics, Consumer Goods, Manufacturing, Property, Construction, Sales, Marketing, Operations Management, Accounting, Finance, Sourcing, Management, Cross-functional Team...
Education
Swinburne University of Technology
Bachelor's Degree, Business/Commerce, General
Thomas Fountain Thomas Fountain's AXA Advisors Experience June 2012 - August 2012
Job Market Intelligence Analyst II at Fresenius Medical Care
Industry Medical Devices
Experience
Fresenius Medical Care August 2015 - Present
Fresenius Medical Care June 2014 - June 2015
First American Education Finance November 2013 - June 2014
AXA Advisors June 2012 - August 2012
KeyBank May 2011 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Tableau, QlikView, Microsoft Excel, Microsoft Office, Analysis, Data Analysis, Team Building, Sales, Investments, Time Management, Financial Analysis, Team Management, Strategic Financial..., Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Argus Modeling, Finance, Friendly Personality, Entrepreneurship, Leadership, Teamwork, Customer Satisfaction, Mutual Funds, Employee Benefits, Management, Portfolio Management, Market Research, Access, Presentations, Organization, Customer Service, Public Speaking
Education
Syracuse University 2009 — 2013
Bachelor’s Degree, Commercial Real Estate and Finance
University of New South Wales 2012 — 2012
Study Abroad
Fresenius Medical Care August 2015 - Present
Fresenius Medical Care June 2014 - June 2015
First American Education Finance November 2013 - June 2014
AXA Advisors June 2012 - August 2012
KeyBank May 2011 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Tableau, QlikView, Microsoft Excel, Microsoft Office, Analysis, Data Analysis, Team Building, Sales, Investments, Time Management, Financial Analysis, Team Management, Strategic Financial..., Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Argus Modeling, Finance, Friendly Personality, Entrepreneurship, Leadership, Teamwork, Customer Satisfaction, Mutual Funds, Employee Benefits, Management, Portfolio Management, Market Research, Access, Presentations, Organization, Customer Service, Public Speaking
Education
Syracuse University 2009 — 2013
Bachelor’s Degree, Commercial Real Estate and Finance
University of New South Wales 2012 — 2012
Study Abroad
Adam Schaly's AXA Advisors Experience May 2015 - August 2015
Job Financial Planning Intern at AXA Advisors
Industry Financial Services
Experience
Roland George Investment Program June 2015 - Present
AXA Advisors May 2015 - August 2015
The Motz Group May 2014 - August 2014
Skills
Finance, Microsoft Excel, PowerPoint, Public Speaking
Education
Stetson University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ashland High School (Ohio) 2009 — 2012
Roland George Investment Program June 2015 - Present
AXA Advisors May 2015 - August 2015
The Motz Group May 2014 - August 2014
Skills
Finance, Microsoft Excel, PowerPoint, Public Speaking
Education
Stetson University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ashland High School (Ohio) 2009 — 2012
Nguyet Bui's AXA Advisors Experience June 2015 - Present
Job Future Financial Advisor/Retirement Income Planning/Asset Preservation
Industry Financial Services
Experience
Lux Dental, Inc August 2015 - Present
AXA Advisors June 2015 - Present
Boston Tax Help Coalition June 2015 - Present
Boston Tax Help Coalition March 2015 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Bank of America June 2014 - October 2014
Bruegger's Bagels May 2013 - June 2014
Tutors for All January 2013 - May 2013
C.G. Edwards Co. Inc. December 2011 - August 2012
Skills
Morningstar, Asset-Map, Bloomberg Terminal, Salesforce.com, LogMeIn, Accounts Receivable, Target Segmentation, Entrepreneurship, Business Initiatives, Leadership, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Research, Higher Education, Management, PowerPoint, Time Management, Event Planning, Nonprofits, Problem Solving
Education
Suffolk University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship, GPA: 3.88/4.00
Lux Dental, Inc August 2015 - Present
AXA Advisors June 2015 - Present
Boston Tax Help Coalition June 2015 - Present
Boston Tax Help Coalition March 2015 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Bank of America June 2014 - October 2014
Bruegger's Bagels May 2013 - June 2014
Tutors for All January 2013 - May 2013
C.G. Edwards Co. Inc. December 2011 - August 2012
Skills
Morningstar, Asset-Map, Bloomberg Terminal, Salesforce.com, LogMeIn, Accounts Receivable, Target Segmentation, Entrepreneurship, Business Initiatives, Leadership, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Research, Higher Education, Management, PowerPoint, Time Management, Event Planning, Nonprofits, Problem Solving
Education
Suffolk University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship, GPA: 3.88/4.00
Scott Hernandez Scott Hernandez's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Hilton Southlake Townsquare June 2008 - July 2009
Skills
Client Education, Financial Services, Financial Strategies, Insurance Strategies, Investment Planning, Investment Strategies, Retirement Planning..., Retirement Specialist, Risk Management
Education
Stony Brook University 2009 — 2013
Bachelor's degree, Business Management (Finance Concentration) and Economics
Stony Brook University 2013 — 2013
Graduate Certificate in Human Resource Management from School of Professional Development
AXA Advisors May 2014 - Present
Hilton Southlake Townsquare June 2008 - July 2009
Skills
Client Education, Financial Services, Financial Strategies, Insurance Strategies, Investment Planning, Investment Strategies, Retirement Planning..., Retirement Specialist, Risk Management
Education
Stony Brook University 2009 — 2013
Bachelor's degree, Business Management (Finance Concentration) and Economics
Stony Brook University 2013 — 2013
Graduate Certificate in Human Resource Management from School of Professional Development
Louis Catone's AXA Advisors Experience September 2010 - December 2010
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Robert Ericksen Robert Ericksen's AXA Advisors Experience 2003 - 2007
Job Client Relations Manager II
Industry Financial Services
Experience
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Laura Mays Laura Mays's AXA Advisors Experience December 2012 - May 2013
Job Financial Professional
Industry Financial Services
Experience
- May 2013 - November 2013
AXA Advisors December 2012 - May 2013
Luminant June 2012 - December 2012
Skills
Finance, Investments, Microsoft Excel, Strategic Financial..., Accounting, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Budgets, Managerial Finance, Asset Management, Analysis, Risk Management
Education
Tarleton State University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
- May 2013 - November 2013
AXA Advisors December 2012 - May 2013
Luminant June 2012 - December 2012
Skills
Finance, Investments, Microsoft Excel, Strategic Financial..., Accounting, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Budgets, Managerial Finance, Asset Management, Analysis, Risk Management
Education
Tarleton State University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Anthony Stevens's AXA Advisors Experience March 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
The Silver Knight Foundation October 2013 - Present
40 Below May 2013 - March 2015
Spera's 2008 - 2011
Onondaga County 2008 - 2010
Skills
Networking, Finance, Public Speaking, Long-term Care, Financial Risk, Leadership, Nonprofits, Retirement Planning, Access, Strategic Financial..., Investments, Investment Advisory
Education
State University of New York College at Buffalo 2009 — 2011
Bachelor's degree, Mass Communication/Media Studies
Cicero North Syracuse 2003 — 2007
AXA Advisors March 2012 - Present
The Silver Knight Foundation October 2013 - Present
40 Below May 2013 - March 2015
Spera's 2008 - 2011
Onondaga County 2008 - 2010
Skills
Networking, Finance, Public Speaking, Long-term Care, Financial Risk, Leadership, Nonprofits, Retirement Planning, Access, Strategic Financial..., Investments, Investment Advisory
Education
State University of New York College at Buffalo 2009 — 2011
Bachelor's degree, Mass Communication/Media Studies
Cicero North Syracuse 2003 — 2007
Sean Silva Sean Silva's AXA Advisors Experience May 2010 - April 2011
Job Senior Account Executive at Prosek Partners
Industry Financial Services
Experience
Prosek Partners September 2012 - Present
Investment Banking Institute/Ashish Kohli April 2012 - August 2012
JPMorgan Chase July 2011 - March 2012
AXA Advisors May 2010 - April 2011
Hill Communications (Student-Run Public Relations Firm, Syracuse University) April 2010 - April 2011
Public relations student society of America May 2009 - April 2011
Eric Mower + Associates September 2009 - December 2009
Education
Syracuse University
Bachelor of Science (B.S.), Finance; Public Relations (double major)
Asociación Escuelas Lincoln
Grace Academy
Escola Maria Emaculada
Prosek Partners September 2012 - Present
Investment Banking Institute/Ashish Kohli April 2012 - August 2012
JPMorgan Chase July 2011 - March 2012
AXA Advisors May 2010 - April 2011
Hill Communications (Student-Run Public Relations Firm, Syracuse University) April 2010 - April 2011
Public relations student society of America May 2009 - April 2011
Eric Mower + Associates September 2009 - December 2009
Education
Syracuse University
Bachelor of Science (B.S.), Finance; Public Relations (double major)
Asociación Escuelas Lincoln
Grace Academy
Escola Maria Emaculada
Seth Schulder's AXA Advisors Experience June 2014 - April 2015
Job Financial Adviser, UBS
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
AXA Advisors June 2014 - April 2015
Oppenheimer & Co. June 2013 - August 2013
Kern Accounting & Tax, Inc. June 2012 - August 2012
READER’S DIGEST ASSOCIATION, INC. June 2008 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
UBS Wealth Management April 2015 - Present
AXA Advisors June 2014 - April 2015
Oppenheimer & Co. June 2013 - August 2013
Kern Accounting & Tax, Inc. June 2012 - August 2012
READER’S DIGEST ASSOCIATION, INC. June 2008 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
Lauren S. Weishaar's AXA Advisors Experience June 2009 - October 2009
Job Wellington Management Global Equity Trading
Industry Investment Management
Experience
Wellington Management September 2012 - Present
Wellington Management October 2011 - September 2012
Lincoln Financial Advisors December 2009 - September 2011
AXA Advisors June 2009 - October 2009
MetLife June 2008 - August 2008
Skills
Asset Management, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Portfolio Management, Project Planning, Social Media Marketing, Strategic Financial..., Bloomberg, Relationship Management, Event Planning, Public Speaking, Fundraising, Analysis, Securities, Business Strategy, Asset Allocation, Customer Satisfaction, Estate Planning, Investment Management, E-marketing, Social Media, Design/Presentations, Project Management, Marketing Strategy, Creative Oversight, Market Research, Sales Management
Education
Stetson University 2005 — 2009
Bachelor, Business Administration; Finance & Business Law
Wellington Management September 2012 - Present
Wellington Management October 2011 - September 2012
Lincoln Financial Advisors December 2009 - September 2011
AXA Advisors June 2009 - October 2009
MetLife June 2008 - August 2008
Skills
Asset Management, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Portfolio Management, Project Planning, Social Media Marketing, Strategic Financial..., Bloomberg, Relationship Management, Event Planning, Public Speaking, Fundraising, Analysis, Securities, Business Strategy, Asset Allocation, Customer Satisfaction, Estate Planning, Investment Management, E-marketing, Social Media, Design/Presentations, Project Management, Marketing Strategy, Creative Oversight, Market Research, Sales Management
Education
Stetson University 2005 — 2009
Bachelor, Business Administration; Finance & Business Law
Jason Gao Jason Gao's AXA Advisors Experience June 2013 - September 2013
Job Assurance Staff at EY
Industry Financial Services
Experience
EY August 2015 - Present
EY June 2014 - August 2014
PwC September 2013 - October 2013
AXA Advisors June 2013 - September 2013
Olinsky Law Group January 2013 - May 2013
Janney Montgomery Scott June 2011 - September 2011
The New York City Police Museum October 2010 - June 2011
Skills
PowerPoint, Public Speaking, Data Entry, Community Outreach, Research, Marketing, Accounting, Nonprofits, Management, Teaching
Education
Syracuse University 2011 — 2015
Bachelor of Science (BSc), Bachelor of Arts, Accounting and Finance, and Political Science, GPA: 3.6/4.0
John Dewey High School 2007 — 2011
3.5/4.0
EY August 2015 - Present
EY June 2014 - August 2014
PwC September 2013 - October 2013
AXA Advisors June 2013 - September 2013
Olinsky Law Group January 2013 - May 2013
Janney Montgomery Scott June 2011 - September 2011
The New York City Police Museum October 2010 - June 2011
Skills
PowerPoint, Public Speaking, Data Entry, Community Outreach, Research, Marketing, Accounting, Nonprofits, Management, Teaching
Education
Syracuse University 2011 — 2015
Bachelor of Science (BSc), Bachelor of Arts, Accounting and Finance, and Political Science, GPA: 3.6/4.0
John Dewey High School 2007 — 2011
3.5/4.0
Adam Strodel Adam Strodel's AXA Advisors Experience April 2005 - June 2008
Job Investment Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard September 2008 - July 2011
AXA Advisors April 2005 - June 2008
Skills
Mutual Funds, ETFs, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Equities, Financial Markets, Portfolio Management, Series 6, Series 7, Variable Annuities, Fixed Annuities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
The Vanguard Group November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard September 2008 - July 2011
AXA Advisors April 2005 - June 2008
Skills
Mutual Funds, ETFs, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Equities, Financial Markets, Portfolio Management, Series 6, Series 7, Variable Annuities, Fixed Annuities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Jeremy Adam's AXA Advisors Experience May 2012 - August 2012
Job Lead Singer of Third Period French
Industry Music
Experience
Third Period French March 2014 - Present
Music Monkey Jungle March 2013 - Present
Pyramid Club May 2013 - August 2013
AXA Advisors May 2012 - August 2012
The Great Atlantic & Pacific Tea Company (A&P) July 2009 - August 2011
Skills
Music, Singing, Acting, Guitar, Customer Service, Teamwork, Social Media, Public Speaking, Theatre, Research, Microsoft Word, PowerPoint, Microsoft Excel
Education
Temple University 2011 — 2015
Bachelor's Degree, Theater
Third Period French March 2014 - Present
Music Monkey Jungle March 2013 - Present
Pyramid Club May 2013 - August 2013
AXA Advisors May 2012 - August 2012
The Great Atlantic & Pacific Tea Company (A&P) July 2009 - August 2011
Skills
Music, Singing, Acting, Guitar, Customer Service, Teamwork, Social Media, Public Speaking, Theatre, Research, Microsoft Word, PowerPoint, Microsoft Excel
Education
Temple University 2011 — 2015
Bachelor's Degree, Theater
Gregory Diefenbach Gregory Diefenbach's AXA Advisors Experience September 2006 - February 2010
Job Deputy Director for Administrative and Management Services at Capital Region BOCES
Industry Education Management
Experience
Capital Region BOCES August 2015 - Present
New York State Education Department February 2014 - August 2015
Voorheesville Central School District June 2011 - February 2014
School District Compliance Specialists October 2009 - June 2011
AXA Advisors September 2006 - February 2010
Skills
Strategic Financial..., Financial Analysis, Finance, Risk Management, Investments, Insurance, Microsoft Excel, Mutual Funds, Budgets, Leadership, Strategic Planning, Retirement Planning, Financial Advisory, PowerPoint, Microsoft Office, International Trade..., Importing/Exporting, Cash Flow Management, Staff Development, Contract Negotiation, Policy and Procedures..., Internal Auditing, Community Relations, Management of Business..., Management of..., Managment of..., Management of Food..., Internal Audit, Financial Planning
Education
State University of New York at Albany 1989 — 1991
Master of Science (MS), Educational Leadership and Administration, General
University of Colorado Boulder 1985 — 1985
ABA Certificate, International Banking
State University of New York College at Plattsburgh 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Monsignor Farrell High School 1972 — 1976
College Preparatory
Capital Region BOCES August 2015 - Present
New York State Education Department February 2014 - August 2015
Voorheesville Central School District June 2011 - February 2014
School District Compliance Specialists October 2009 - June 2011
AXA Advisors September 2006 - February 2010
Skills
Strategic Financial..., Financial Analysis, Finance, Risk Management, Investments, Insurance, Microsoft Excel, Mutual Funds, Budgets, Leadership, Strategic Planning, Retirement Planning, Financial Advisory, PowerPoint, Microsoft Office, International Trade..., Importing/Exporting, Cash Flow Management, Staff Development, Contract Negotiation, Policy and Procedures..., Internal Auditing, Community Relations, Management of Business..., Management of..., Managment of..., Management of Food..., Internal Audit, Financial Planning
Education
State University of New York at Albany 1989 — 1991
Master of Science (MS), Educational Leadership and Administration, General
University of Colorado Boulder 1985 — 1985
ABA Certificate, International Banking
State University of New York College at Plattsburgh 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Monsignor Farrell High School 1972 — 1976
College Preparatory
Ariel Vidal Ariel Vidal's AXA Advisors Experience August 2010 - December 2010
Job Income specialist at FIS
Industry Banking
Experience
FIS - Fidelity Information Services September 2014 - Present
Reliance Trust Company April 2014 - September 2014
Georgia Power Company March 2013 - December 2013
T-Mobile June 2010 - March 2012
AXA Advisors August 2010 - December 2010
Skills
Spanish-speaking, Microsoft Office, Leadership, Project Management, Photoshop, Direct Sales, Quotas, Event Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2011
Bachelor of Science (B.Sc.), Economics
Syracuse University 2005 — 2011
Bachelor of Science (B.Sc.), Mathematics
FIS - Fidelity Information Services September 2014 - Present
Reliance Trust Company April 2014 - September 2014
Georgia Power Company March 2013 - December 2013
T-Mobile June 2010 - March 2012
AXA Advisors August 2010 - December 2010
Skills
Spanish-speaking, Microsoft Office, Leadership, Project Management, Photoshop, Direct Sales, Quotas, Event Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2011
Bachelor of Science (B.Sc.), Economics
Syracuse University 2005 — 2011
Bachelor of Science (B.Sc.), Mathematics
Steven C. Prior's AXA Advisors Experience September 2006 - December 2006
Job Senior Associate at LCH.Clearnet
Industry Capital Markets
Experience
LCH.Clearnet July 2013 - Present
Deutsche Bank September 2012 - June 2013
Bank of Tokyo-Mitsubishi UFJ October 2010 - March 2012
Bank of Tokyo-Mitsubishi UFJ September 2008 - October 2010
Bank of Tokyo-Mitsubishi UFJ September 2007 - September 2008
AXA Advisors September 2006 - December 2006
Skills
Trading, Relationship Management, Bloomberg Terminal, Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Markets, Derivatives, Financial Analysis, Capital Markets, Investments, Securities, Collateral Management, Business Analysis, Financial Services, Trading Systems, Currency, Back Office, Middle Office, FX Options
Education
Syracuse University 2003 — 2007
Bachelor of Science, Major: Finance, Minor: Information Technology
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance, Minor in IT
LCH.Clearnet July 2013 - Present
Deutsche Bank September 2012 - June 2013
Bank of Tokyo-Mitsubishi UFJ October 2010 - March 2012
Bank of Tokyo-Mitsubishi UFJ September 2008 - October 2010
Bank of Tokyo-Mitsubishi UFJ September 2007 - September 2008
AXA Advisors September 2006 - December 2006
Skills
Trading, Relationship Management, Bloomberg Terminal, Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Markets, Derivatives, Financial Analysis, Capital Markets, Investments, Securities, Collateral Management, Business Analysis, Financial Services, Trading Systems, Currency, Back Office, Middle Office, FX Options
Education
Syracuse University 2003 — 2007
Bachelor of Science, Major: Finance, Minor: Information Technology
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance, Minor in IT
Jennifer Sammon Jennifer Sammon's AXA Advisors Experience October 2011 - Present
Job Lead Manager at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors October 2011 - Present
AXA Advisors, LLC March 2006 - October 2011
Skills
Securities Licensed -..., Investments, Financial Services, Portfolio Management, Equities, Securities, Business Analysis, Fixed Income, Vendor Management, Mutual Funds, Wealth Management
Education
SUNY Oswego 1989 — 1993
Masters of Science in Management, Economics
AXA Advisors October 2011 - Present
AXA Advisors, LLC March 2006 - October 2011
Skills
Securities Licensed -..., Investments, Financial Services, Portfolio Management, Equities, Securities, Business Analysis, Fixed Income, Vendor Management, Mutual Funds, Wealth Management
Education
SUNY Oswego 1989 — 1993
Masters of Science in Management, Economics
Shane Clotiaux Shane Clotiaux's AXA Advisors Experience January 2011 - Present
Job Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
AXA Advisors October 2005 - December 2010
AXA Advisors March 2005 - September 2005
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Science (B.S.), Education
AXA Advisors January 2011 - Present
AXA Advisors October 2005 - December 2010
AXA Advisors March 2005 - September 2005
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Science (B.S.), Education
Greg D'Aiello Greg D'Aiello's AXA Advisors Experience June 2012 - August 2012
Job Assistant Vice President at First American Equipment Finance
Industry Financial Services
Experience
First American Equipment Finance July 2015 - Present
The Rapfest, LLC January 2015 - Present
First American Equipment Finance July 2013 - July 2015
AXA Advisors June 2012 - August 2012
YMCA 2006 - 2012
Skills
Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Creative Strategy, Team Leadership, Sales, Market Research, Social Media, HTML, Teaching, C++, Editing, UCC filings, Salesforce.com, Manage Client..., Photoshop, Historical Research, Marketing, Marketing Strategy, Interpersonal..., Negotiation, Summarizing Information, Summary Reports, Strategic Planning, Public Relations, Westlaw, Morningstar, Pricing Analysis
Education
SUNY Geneseo 2010 — 2013
Bachelor of Arts in History, American/European, 3.4 GPA
Syracuse University 2009 — 2010
School of Human Ecology
First American Equipment Finance July 2015 - Present
The Rapfest, LLC January 2015 - Present
First American Equipment Finance July 2013 - July 2015
AXA Advisors June 2012 - August 2012
YMCA 2006 - 2012
Skills
Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Creative Strategy, Team Leadership, Sales, Market Research, Social Media, HTML, Teaching, C++, Editing, UCC filings, Salesforce.com, Manage Client..., Photoshop, Historical Research, Marketing, Marketing Strategy, Interpersonal..., Negotiation, Summarizing Information, Summary Reports, Strategic Planning, Public Relations, Westlaw, Morningstar, Pricing Analysis
Education
SUNY Geneseo 2010 — 2013
Bachelor of Arts in History, American/European, 3.4 GPA
Syracuse University 2009 — 2010
School of Human Ecology
Yjasming Kistner Yjasming Kistner's AXA Advisors Experience 2001 - 2005
Job Owner/House Manager at Kistner Care, LLC
Industry Primary/Secondary Education
Experience
Kistner Care, LLC September 2010 - Present
Child's Day Preschool February 2008 - December 2010
WFG Investments, Inc February 2005 - February 2008
AXA Advisors 2001 - 2005
Skills
Microsoft Office, Recruiting, Teaching
Education
Texas A&M University 1998 — 2001
Bachelor of Arts, Speech Communication and Business
Stephen F. Austin State University 1996 — 1997
Bachelor of Arts
Kistner Care, LLC September 2010 - Present
Child's Day Preschool February 2008 - December 2010
WFG Investments, Inc February 2005 - February 2008
AXA Advisors 2001 - 2005
Skills
Microsoft Office, Recruiting, Teaching
Education
Texas A&M University 1998 — 2001
Bachelor of Arts, Speech Communication and Business
Stephen F. Austin State University 1996 — 1997
Bachelor of Arts
Howard Milove, CPA, PFS Howard Milove, CPA, PFS's AXA Advisors Experience January 2000 - December 2000
Job
Industry Accounting
Experience
Access Wealth Planning, LLC December 2000 - Present
AXA Advisors January 2000 - December 2000
Mahoney Cohen & Company September 1995 - December 1999
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Investment Management, Estate Planning, Retirement Planning, Risk Management, Personal Finance, Personal Financial..., Personal Financial..., Certified Public..., Accounting, Financial Education, Cash Flow, Cash Management, Personal Tax Planning, Inheritance Tax Planning, Portfolio Management
Education
Syracuse University 1991 — 1995
Bachelor of Science, Accounting
Access Wealth Planning, LLC December 2000 - Present
AXA Advisors January 2000 - December 2000
Mahoney Cohen & Company September 1995 - December 1999
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Investment Management, Estate Planning, Retirement Planning, Risk Management, Personal Finance, Personal Financial..., Personal Financial..., Certified Public..., Accounting, Financial Education, Cash Flow, Cash Management, Personal Tax Planning, Inheritance Tax Planning, Portfolio Management
Education
Syracuse University 1991 — 1995
Bachelor of Science, Accounting
Eric Lotito Eric Lotito's AXA Advisors Experience July 2010 - July 2011
Job Equities Compliance Officer at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2011 - Present
AXA Advisors July 2010 - July 2011
Able World Trading LLC May 2009 - August 2009
Education
Syracuse University 2006 — 2010
BA, Economis, History
Bank of America Merrill Lynch August 2011 - Present
AXA Advisors July 2010 - July 2011
Able World Trading LLC May 2009 - August 2009
Education
Syracuse University 2006 — 2010
BA, Economis, History
Ann Filkins Ann Filkins's AXA Advisors Experience August 2009 - December 2009
Job Staff Accountant at Prospect Capital Management
Industry Accounting
Experience
Prospect Capital Management June 2012 - Present
PricewaterhouseCoopers, LLP June 2011 - March 2012
PricewaterhouseCoopers, LLP June 2010 - August 2010
AXA Advisors August 2009 - December 2009
Restoration Partners June 2009 - August 2009
Skills
Tax, Income Tax, Tax Preparation, Tax Returns, Tax Law, Tax Accounting, International Tax, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, SEC filings, Quarterly Reporting, Public Company..., Debt & Equity Financing, Recapitalizations, Buyouts, Leveraged Lending, Leveraged Finance, QuickBooks, Microsoft Excel, GoSystems, RIA, Financial Statements, CPA, SEC Filings
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
BS, Accounting
Prospect Capital Management June 2012 - Present
PricewaterhouseCoopers, LLP June 2011 - March 2012
PricewaterhouseCoopers, LLP June 2010 - August 2010
AXA Advisors August 2009 - December 2009
Restoration Partners June 2009 - August 2009
Skills
Tax, Income Tax, Tax Preparation, Tax Returns, Tax Law, Tax Accounting, International Tax, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, SEC filings, Quarterly Reporting, Public Company..., Debt & Equity Financing, Recapitalizations, Buyouts, Leveraged Lending, Leveraged Finance, QuickBooks, Microsoft Excel, GoSystems, RIA, Financial Statements, CPA, SEC Filings
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
BS, Accounting
Ellen G. Brodkin, ChFC, CLU, MBA Ellen G. Brodkin, ChFC, CLU, MBA's AXA Advisors Experience May 1992 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 1992 - Present
American Medical Buildings 1986 - 1990
Abington Memorial Hospital 1983 - 1986
Skills
Life Insurance Planning, Retirement Planning, Business Continuation..., Disability Insurance..., Estate Planning, Long Term Care..., Financial Needs Analysis
Education
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Marketing
Temple University
MBA
Lower Merion High School
AXA Advisors May 1992 - Present
American Medical Buildings 1986 - 1990
Abington Memorial Hospital 1983 - 1986
Skills
Life Insurance Planning, Retirement Planning, Business Continuation..., Disability Insurance..., Estate Planning, Long Term Care..., Financial Needs Analysis
Education
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Marketing
Temple University
MBA
Lower Merion High School
Evan Weissman Evan Weissman's AXA Advisors Experience May 2008 - June 2008
Job Finance Manager at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi August 2014 - Present
DigitasLBi May 2012 - August 2014
DigitasLBi May 2010 - May 2012
The Little Gym of Smithtown August 2003 - May 2010
Kimco Realty Corporation July 2008 - August 2008
John Hancock Life Insurance Company (U.S.A.) June 2008 - July 2008
AXA Advisors May 2008 - June 2008
Skills
Finance, Budgets, Financial Analysis, Financial Reporting, Analysis, Forecasting, Advertising, Management, Mergers & Acquisitions, Strategic Financial..., Marketing, Microsoft Excel, Cash Flow, Financial Modeling, Due Diligence, Training, Competitive Analysis, Revenue Recognition, Cost Plus Pricing, SAP Business Objects, Financial Planning, Digital Marketing, Social Media Marketing, Web Design
Education
Syracuse University 2005 — 2009
B.S., Finance, Entrepreneurship, Economics
Syracuse University
DigitasLBi August 2014 - Present
DigitasLBi May 2012 - August 2014
DigitasLBi May 2010 - May 2012
The Little Gym of Smithtown August 2003 - May 2010
Kimco Realty Corporation July 2008 - August 2008
John Hancock Life Insurance Company (U.S.A.) June 2008 - July 2008
AXA Advisors May 2008 - June 2008
Skills
Finance, Budgets, Financial Analysis, Financial Reporting, Analysis, Forecasting, Advertising, Management, Mergers & Acquisitions, Strategic Financial..., Marketing, Microsoft Excel, Cash Flow, Financial Modeling, Due Diligence, Training, Competitive Analysis, Revenue Recognition, Cost Plus Pricing, SAP Business Objects, Financial Planning, Digital Marketing, Social Media Marketing, Web Design
Education
Syracuse University 2005 — 2009
B.S., Finance, Entrepreneurship, Economics
Syracuse University
ERIC LAMAR ERIC LAMAR's AXA Advisors Experience December 1989 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 1989 - Present
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Securities Strategies, Retirement Strategies, Fixed Annuity Strategies, Investments Strategies, Insurance Strategies
Education
University of Pennsylvania - The Wharton School 2006 — 2006
AXA Certificate in Retirement Planning, Retirement
Temple University 1972 — 1977
AXA Advisors December 1989 - Present
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Securities Strategies, Retirement Strategies, Fixed Annuity Strategies, Investments Strategies, Insurance Strategies
Education
University of Pennsylvania - The Wharton School 2006 — 2006
AXA Certificate in Retirement Planning, Retirement
Temple University 1972 — 1977
Wenny Chan's AXA Advisors Experience June 2013 - August 2013
Job Talent Acquisition Coordinator at High 5 Games
Industry Human Resources
Experience
High 5 Games December 2014 - Present
Hilton Worldwide August 2014 - December 2014
Global Strategy Group February 2014 - August 2014
SimCorp USA September 2013 - February 2014
AXA Advisors June 2013 - August 2013
The Advertising Research Foundation January 2013 - May 2013
Stony Brook University August 2009 - April 2011
Skills
Recruiting, Communication Skills, High Organizational..., Event Planning, Strategic Planning, Event Management, Microsoft Office, Microsoft Excel, Human Resources, Creative Skills, Customer Service, Management Skills, Social Media, Team Leadership, Photoshop, Management, Telephone Interviewing, Interviewing Skills, Clerical, Screening Resumes, Team-oriented, Cross Functional Team..., Interpersonal Skill, Receptionist Duties, Administrative Work, Events Organizer, Public Relations, Filing, Adaptability, Interviews, Mac OS, Employee Relations, Cision, Prezi, Fundraising, iMovie, Volunteering, Talent Management, Lotus Notes, Scheduling Management, Teamwork, Administration, Communication
Education
The City University of New York, Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Industrial/Organization Psychology
Stony Brook University 2009 — 2011
High 5 Games December 2014 - Present
Hilton Worldwide August 2014 - December 2014
Global Strategy Group February 2014 - August 2014
SimCorp USA September 2013 - February 2014
AXA Advisors June 2013 - August 2013
The Advertising Research Foundation January 2013 - May 2013
Stony Brook University August 2009 - April 2011
Skills
Recruiting, Communication Skills, High Organizational..., Event Planning, Strategic Planning, Event Management, Microsoft Office, Microsoft Excel, Human Resources, Creative Skills, Customer Service, Management Skills, Social Media, Team Leadership, Photoshop, Management, Telephone Interviewing, Interviewing Skills, Clerical, Screening Resumes, Team-oriented, Cross Functional Team..., Interpersonal Skill, Receptionist Duties, Administrative Work, Events Organizer, Public Relations, Filing, Adaptability, Interviews, Mac OS, Employee Relations, Cision, Prezi, Fundraising, iMovie, Volunteering, Talent Management, Lotus Notes, Scheduling Management, Teamwork, Administration, Communication
Education
The City University of New York, Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Industrial/Organization Psychology
Stony Brook University 2009 — 2011
Dan Treacy's AXA Advisors Experience 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Pantaleon's Farm May 2011 - June 2015
Skills
Asset Management, Insurance, Retirement Planning, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint
Education
State University of New York College at Oneonta 2010 — 2014
Bachelor of Applied Science (BASc), Human Biology, Chemistry
Ward Melville High School 2006 — 2010
High School
AXA Advisors 2015 - Present
Pantaleon's Farm May 2011 - June 2015
Skills
Asset Management, Insurance, Retirement Planning, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint
Education
State University of New York College at Oneonta 2010 — 2014
Bachelor of Applied Science (BASc), Human Biology, Chemistry
Ward Melville High School 2006 — 2010
High School
Cindy Howery's AXA Advisors Experience September 2008 - May 2010
Job Education Assistant at Douglas County School District
Industry Legal Services
Experience
Ed August 2014 - June 2015
Douglas County School District August 2013 - June 2014
McCurdy & Eichstadt September 2012 - December 2013
Vemma August 2008 - July 2012
AXA Advisors September 2008 - May 2010
McCurdy & Eichstadt November 2008 - June 2009
Faulk, Irish & Waldron January 1992 - August 1994
Skills
Nutrition, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Media, Insurance, Customer Service, Social Networking, Public Speaking, Microsoft Office, Business Networking, New Business Development, Small Business, Sales Management, Team Leadership, Entrepreneurship, Direct Marketing, Research, Team Building, Coaching, Event Planning, Management, Sales, Project Management
Education
Stephen F. Austin State University 1982 — 1986
B.A., Psychology & Office Administration
Sharpstown High School, Houston, TX 1982 1979 — 1982
Diploma, Office Management
Ed August 2014 - June 2015
Douglas County School District August 2013 - June 2014
McCurdy & Eichstadt September 2012 - December 2013
Vemma August 2008 - July 2012
AXA Advisors September 2008 - May 2010
McCurdy & Eichstadt November 2008 - June 2009
Faulk, Irish & Waldron January 1992 - August 1994
Skills
Nutrition, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Media, Insurance, Customer Service, Social Networking, Public Speaking, Microsoft Office, Business Networking, New Business Development, Small Business, Sales Management, Team Leadership, Entrepreneurship, Direct Marketing, Research, Team Building, Coaching, Event Planning, Management, Sales, Project Management
Education
Stephen F. Austin State University 1982 — 1986
B.A., Psychology & Office Administration
Sharpstown High School, Houston, TX 1982 1979 — 1982
Diploma, Office Management
Dan Andriola's AXA Advisors Experience 2008 - 2009
Job Senior Representative at NYLife
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
Sean Timmons's AXA Advisors Experience May 2011 - October 2011
Job IT Manager at Tegrit
Industry Information Technology and Services
Experience
Tegrit August 2014 - Present
Vision Computer Solutions November 2013 - August 2014
Vision Computer Solutions October 2011 - November 2013
AXA Advisors May 2011 - October 2011
United States Marine Corps April 2006 - April 2011
AJS CONTROLS, INC. May 2004 - July 2005
E&M POWER May 2000 - August 2003
Skills
Troubleshooting, Network Security, Active Directory, Servers, Windows Server, Network Administration, Wireless, Testing, Help Desk Support, System Administration, IP, Computer Hardware, Management, Networking, Technical Support, Security, Windows XP
Education
State University of New York College at Oneonta 2002 — 2004
BS, Physics, Chemistry
Tegrit August 2014 - Present
Vision Computer Solutions November 2013 - August 2014
Vision Computer Solutions October 2011 - November 2013
AXA Advisors May 2011 - October 2011
United States Marine Corps April 2006 - April 2011
AJS CONTROLS, INC. May 2004 - July 2005
E&M POWER May 2000 - August 2003
Skills
Troubleshooting, Network Security, Active Directory, Servers, Windows Server, Network Administration, Wireless, Testing, Help Desk Support, System Administration, IP, Computer Hardware, Management, Networking, Technical Support, Security, Windows XP
Education
State University of New York College at Oneonta 2002 — 2004
BS, Physics, Chemistry
Koen Goorman's AXA Advisors Experience May 1992 - Present
Job Vice President, Northeast Division at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 1992 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
AXA Advisors May 1992 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
michael brzozowski's AXA Advisors Experience August 1993 - Present
Job avp at AXA Advisors
Industry Insurance
Experience
AXA Advisors August 1993 - Present
National Association of Securities Dealers - FINRA August 1988 - August 1993
Paine Webber October 1987 - August 1988
EF Hutton November 1985 - October 1987
Skills
Series 24, Series 7, Compliance, Series 63, FINRA, Insurance, Annuities, Securities, Mutual Funds, Investment Advisory
Education
State University of New York College at Oswego 1980 — 1985
BA, History/Economics
Uniondale High School 1978 — 1980
Maria regina
AXA Advisors August 1993 - Present
National Association of Securities Dealers - FINRA August 1988 - August 1993
Paine Webber October 1987 - August 1988
EF Hutton November 1985 - October 1987
Skills
Series 24, Series 7, Compliance, Series 63, FINRA, Insurance, Annuities, Securities, Mutual Funds, Investment Advisory
Education
State University of New York College at Oswego 1980 — 1985
BA, History/Economics
Uniondale High School 1978 — 1980
Maria regina
Jane Merchant's AXA Advisors Experience July 2002 - December 2008
Job Technical Customer Service Rep at StoneRiver, formerly Fiserv Insurance Solutions
Industry Computer Software
Experience
StoneRiver December 2008 - Present
AXA Advisors July 2002 - December 2008
AXA Equitable 2002 - 2008
New England Financial August 1996 - December 2001
Skills
Vendor Management
Education
Syracuse University 2003 — 2006
Advanced Certificate, Information Systems and Telecommunications Management
University of New Hampshire 1976 — 1980
Bachelor of Arts, Psychology
StoneRiver December 2008 - Present
AXA Advisors July 2002 - December 2008
AXA Equitable 2002 - 2008
New England Financial August 1996 - December 2001
Skills
Vendor Management
Education
Syracuse University 2003 — 2006
Advanced Certificate, Information Systems and Telecommunications Management
University of New Hampshire 1976 — 1980
Bachelor of Arts, Psychology
Jeff Babb's AXA Advisors Experience June 2007 - March 2009
Job Network Consultant at Dataprise
Industry Information Technology and Services
Experience
Dataprise, Inc. December 2014 - Present
My IT Provider June 2012 - November 2014
ADP December 2013 - October 2014
Staples August 2011 - July 2012
AXA Advisors June 2007 - March 2009
Skills
CompTIA A+ Certification, Microsoft Office, Cisco IOS, Cisco Routers, Cisco Routing &..., Microsoft Exchange, Windows Server, Linux System..., Windows 7, Windows Vista, Windows XP Pro, Microsoft Windows 98, Windows 95, Virus Removal, DHCP, EIGRP, OSPF, Mac OS X, Wireless Networking, Wireless Security, VMware, PPP, Firewalls, DNS, ESXi, OS X, Computer Repair, VMware ESX, CompTIA A+
Education
Anthem Institute 2011 — 2012
Technical Diploma, Computer Networking Security, 4.0
Temple University 2004 — 2006
Bachelor of Arts (BA), Film and Media Arts
West Virginia University 2002 — 2004
Dataprise, Inc. December 2014 - Present
My IT Provider June 2012 - November 2014
ADP December 2013 - October 2014
Staples August 2011 - July 2012
AXA Advisors June 2007 - March 2009
Skills
CompTIA A+ Certification, Microsoft Office, Cisco IOS, Cisco Routers, Cisco Routing &..., Microsoft Exchange, Windows Server, Linux System..., Windows 7, Windows Vista, Windows XP Pro, Microsoft Windows 98, Windows 95, Virus Removal, DHCP, EIGRP, OSPF, Mac OS X, Wireless Networking, Wireless Security, VMware, PPP, Firewalls, DNS, ESXi, OS X, Computer Repair, VMware ESX, CompTIA A+
Education
Anthem Institute 2011 — 2012
Technical Diploma, Computer Networking Security, 4.0
Temple University 2004 — 2006
Bachelor of Arts (BA), Film and Media Arts
West Virginia University 2002 — 2004
Christopher Barber's AXA Advisors Experience January 1992 - Present
Job Regional President, Northeast Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC January 2015 - Present
AXA Advisors January 1992 - Present
Skills
Asset Allocation, Investment Strategies, Wealth Management, Team Building, Leadership, Licensing, Networking, Recruitment, Training, Developing Sales..., Strategic Programs, Business Builder, Retirement Planning, Wealth Accumulation, Wealth Protection, Wealth Distribution..., life insurance needs..., key man insurance, business succession...
Education
State University of New York College at Cortland
Bachelor's Degree, Economics
AXA Advisors, LLC January 2015 - Present
AXA Advisors January 1992 - Present
Skills
Asset Allocation, Investment Strategies, Wealth Management, Team Building, Leadership, Licensing, Networking, Recruitment, Training, Developing Sales..., Strategic Programs, Business Builder, Retirement Planning, Wealth Accumulation, Wealth Protection, Wealth Distribution..., life insurance needs..., key man insurance, business succession...
Education
State University of New York College at Cortland
Bachelor's Degree, Economics
David G. Walker, CFP's AXA Advisors Experience April 2000 - Present
Job Certified Fianacial Planner
Industry Financial Services
Experience
AXA Advisors April 2000 - Present
Education
Syracuse University - Martin J. Whitman School of Management
BS in Finance, Finance
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program
AXA Advisors April 2000 - Present
Education
Syracuse University - Martin J. Whitman School of Management
BS in Finance, Finance
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program
Anthony Ruffalo's AXA Advisors Experience 2005 - Present
Job Wealth Managment
Industry Financial Services
Experience
AXA Advisors 2005 - Present
Carstan Construction 1998 - 2003
Education
State University of New York College at Oneonta 1999 — 2003
B.S., Business Economics
AXA Advisors 2005 - Present
Carstan Construction 1998 - 2003
Education
State University of New York College at Oneonta 1999 — 2003
B.S., Business Economics
Allen Oppici's AXA Advisors Experience 1990 - 1995
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Andy Whalen's AXA Advisors Experience May 1985 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 1985 - Present
AXA Advisors May 1985 - Present
Education
The American College 1990 — 1994
CLU, ChFC
State University of New York College at Plattsburgh 1976 — 1978
Bachelor's degree, Marketing
SUNY Canton 1974 — 1976
Associate of Arts (A.A.), Banking, Insurance and Real Estate
AXA Advisors May 1985 - Present
AXA Advisors May 1985 - Present
Education
The American College 1990 — 1994
CLU, ChFC
State University of New York College at Plattsburgh 1976 — 1978
Bachelor's degree, Marketing
SUNY Canton 1974 — 1976
Associate of Arts (A.A.), Banking, Insurance and Real Estate
Tony Sorbera's AXA Advisors Experience April 2014 - July 2014
Job Fixed Income Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data September 2015 - Present
AXA Advisors April 2014 - July 2014
Sears Holdings Corporation November 2013 - December 2013
Thomson Reuters June 2005 - April 2009
Interactive Data 2001 - 2002
Merrill Lynch 1981 - 2000
Skills
Derivatives, Risk Management, Analysis, Customer Relations, Excel, Microsoft Office, Data Analysis, Market Data, Research, Fixed Income, Bonds, Securities, Capital Markets, Financial Analysis, Equities, Financial Markets, Financial Modeling, Financial Risk, Project Management, Market Research, Customer Service, Microsoft Excel, Bloomberg, Internal Audit, Change Management, Trading, Portfolio Management, Investments, Business Development, Equity Derivatives, Structured Products, Credit Derivatives, Business Analysis, Financial Services, Finance, Valuation
Education
State University of New York College at Oneonta 1977 — 1981
BS, Economics
Interactive Data September 2015 - Present
AXA Advisors April 2014 - July 2014
Sears Holdings Corporation November 2013 - December 2013
Thomson Reuters June 2005 - April 2009
Interactive Data 2001 - 2002
Merrill Lynch 1981 - 2000
Skills
Derivatives, Risk Management, Analysis, Customer Relations, Excel, Microsoft Office, Data Analysis, Market Data, Research, Fixed Income, Bonds, Securities, Capital Markets, Financial Analysis, Equities, Financial Markets, Financial Modeling, Financial Risk, Project Management, Market Research, Customer Service, Microsoft Excel, Bloomberg, Internal Audit, Change Management, Trading, Portfolio Management, Investments, Business Development, Equity Derivatives, Structured Products, Credit Derivatives, Business Analysis, Financial Services, Finance, Valuation
Education
State University of New York College at Oneonta 1977 — 1981
BS, Economics
Stephen Ashe's AXA Advisors Experience 2001 - Present
Job Vice President, Northeast Division at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2001 - Present
Education
State University of New York College at Cortland
BS, Business Administration
AXA Advisors 2001 - Present
Education
State University of New York College at Cortland
BS, Business Administration
Adam McCullough, CFA's AXA Advisors Experience September 2008 - December 2008
Job Investment Analyst at FCI Advisors
Industry Investment Management
Experience
FCI Advisors January 2015 - Present
Tower Wealth Managers October 2013 - January 2015
Ernst & Young October 2010 - September 2013
Country Club Bank June 2009 - August 2009
Citi April 2009 - May 2009
AXA Advisors September 2008 - December 2008
Education
Syracuse University 2006 — 2010
Bachelor of Science, Finance; Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance; Accounting
City University Hong Kong
FCI Advisors January 2015 - Present
Tower Wealth Managers October 2013 - January 2015
Ernst & Young October 2010 - September 2013
Country Club Bank June 2009 - August 2009
Citi April 2009 - May 2009
AXA Advisors September 2008 - December 2008
Education
Syracuse University 2006 — 2010
Bachelor of Science, Finance; Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance; Accounting
City University Hong Kong
Charles Kong's AXA Advisors Experience October 2011 - April 2012
Job Portfolio Management Analyst at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group October 2014 - Present
Lloyds Banking Group September 2013 - October 2014
Sbarro December 2012 - August 2013
SimErgy Consulting, LLC May 2012 - December 2012
AXA Advisors October 2011 - April 2012
Chernoff Diamond July 2008 - June 2010
Skills
Microsoft Office, VBA, Java, Microsoft Excel, Access, Matlab, Finance, Statistics, Financial Planning, Financial Risk
Education
Stony Brook University 2010 — 2011
Master of Science (M.S.), Quantitative Finance
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Major: Applied Mathematics & Statistics and Economics; Minor: Business Management
Lloyds Banking Group October 2014 - Present
Lloyds Banking Group September 2013 - October 2014
Sbarro December 2012 - August 2013
SimErgy Consulting, LLC May 2012 - December 2012
AXA Advisors October 2011 - April 2012
Chernoff Diamond July 2008 - June 2010
Skills
Microsoft Office, VBA, Java, Microsoft Excel, Access, Matlab, Finance, Statistics, Financial Planning, Financial Risk
Education
Stony Brook University 2010 — 2011
Master of Science (M.S.), Quantitative Finance
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Major: Applied Mathematics & Statistics and Economics; Minor: Business Management
Steve Goltsman's AXA Advisors Experience January 2010 - September 2010
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
OnDeck January 2015 - Present
Wells Fargo February 2013 - August 2014
JPMorgan Chase January 2012 - February 2013
chase September 2010 - January 2012
AXA Advisors January 2010 - September 2010
Equinox February 2009 - September 2010
Skills
Investments, Retirement Planning, Coaching, Personal Training, Public Speaking, Loans, Sales, Finance, Life Insurance, Financial Analysis, Strategic Financial..., Small Business, Fitness, Leadership, Banking
Education
State University of New York at Stony Brook 2004 — 2008
BS, Business Administration and Management, General
OnDeck January 2015 - Present
Wells Fargo February 2013 - August 2014
JPMorgan Chase January 2012 - February 2013
chase September 2010 - January 2012
AXA Advisors January 2010 - September 2010
Equinox February 2009 - September 2010
Skills
Investments, Retirement Planning, Coaching, Personal Training, Public Speaking, Loans, Sales, Finance, Life Insurance, Financial Analysis, Strategic Financial..., Small Business, Fitness, Leadership, Banking
Education
State University of New York at Stony Brook 2004 — 2008
BS, Business Administration and Management, General
Ronald J. Kelly, III's AXA Advisors Experience November 2010 - February 2012
Job VP My Banker Relationship Manager at Berkshire Bank
Industry Financial Services
Experience
Berkshire Bank April 2012 - Present
AXA Advisors November 2010 - February 2012
Skills
Series 7, Series 63, Series 65, CRPC, Retirement Planning, Uniform Combined State..., Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Securities, Retirement, Investment Strategies, IRAs
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Economics
Berkshire Bank April 2012 - Present
AXA Advisors November 2010 - February 2012
Skills
Series 7, Series 63, Series 65, CRPC, Retirement Planning, Uniform Combined State..., Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Securities, Retirement, Investment Strategies, IRAs
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Economics
Adam Kaplowitz's AXA Advisors Experience May 2005 - September 2007
Job Owner at South Beach Locksmith 3056920234
Industry Consumer Services
Experience
South Beach Locksmith January 2012 - Present
Lenox Lending LLC January 2008 - 2013
Nationstar Mortgage August 2005 - September 2007
AXA Advisors May 2005 - September 2007
Skills
Business Loans, Locksmithing, Small Business, Customer Service
Education
Richard Stockton College of New Jersey 2003 — 2005
BA, Psychology
South Beach Locksmith January 2012 - Present
Lenox Lending LLC January 2008 - 2013
Nationstar Mortgage August 2005 - September 2007
AXA Advisors May 2005 - September 2007
Skills
Business Loans, Locksmithing, Small Business, Customer Service
Education
Richard Stockton College of New Jersey 2003 — 2005
BA, Psychology
Kelly Behensky's AXA Advisors Experience November 2011 - March 2015
Job Product Management
Industry Financial Services
Experience
AXA US June 2015 - Present
AXA Advisors November 2011 - March 2015
AXA Advisors September 2010 - November 2011
Abercrombie & Fitch December 2008 - July 2010
Weight Watchers International June 2008 - August 2008
Skills
Customer Service, Marketing, Social Media Marketing, Public Relations, Inheritance Tax Planning, Financial Needs Analysis, Retirement Planning..., Estate Planning Programs, Pension Distribution..., College Funding Programs, Long Term Care..., Microsoft Office Suite, Recruitment
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Biomedical Sciences, General
Walt Whitman High School 2000 — 2004
AXA US June 2015 - Present
AXA Advisors November 2011 - March 2015
AXA Advisors September 2010 - November 2011
Abercrombie & Fitch December 2008 - July 2010
Weight Watchers International June 2008 - August 2008
Skills
Customer Service, Marketing, Social Media Marketing, Public Relations, Inheritance Tax Planning, Financial Needs Analysis, Retirement Planning..., Estate Planning Programs, Pension Distribution..., College Funding Programs, Long Term Care..., Microsoft Office Suite, Recruitment
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Biomedical Sciences, General
Walt Whitman High School 2000 — 2004
Raj Subramanian's AXA Advisors Experience September 2009 - January 2010
Job Associate Business Development (Private Equity/ Hedge funds) at Guidepoint
Industry Financial Services
Experience
Guidepoint April 2015 - Present
iLEVEL Solutions August 2014 - April 2015
S&P Capital IQ December 2013 - August 2014
S&P Capital IQ August 2012 - December 2013
AvePoint August 2011 - August 2012
Morgan Stanley Smith Barney- Wealth Management June 2010 - August 2010
AXA Advisors September 2009 - January 2010
Ni-met June 2009 - August 2009
Skills
Microsoft Excel, Fixed Income, Sales Process, Business Development, Account Management, Sales, Portfolio Management, Finance, Analysis, Financial Modeling, Microsoft Office, Financial Reporting, Equities, Financial Services, Investments, Financial Analysis, PowerPoint, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor's Degree, Martin J. Whitman School of Management - Finance & Entrepreneurship Dual Major, 3.4 GPA 3.7 Major GPA
Guidepoint April 2015 - Present
iLEVEL Solutions August 2014 - April 2015
S&P Capital IQ December 2013 - August 2014
S&P Capital IQ August 2012 - December 2013
AvePoint August 2011 - August 2012
Morgan Stanley Smith Barney- Wealth Management June 2010 - August 2010
AXA Advisors September 2009 - January 2010
Ni-met June 2009 - August 2009
Skills
Microsoft Excel, Fixed Income, Sales Process, Business Development, Account Management, Sales, Portfolio Management, Finance, Analysis, Financial Modeling, Microsoft Office, Financial Reporting, Equities, Financial Services, Investments, Financial Analysis, PowerPoint, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor's Degree, Martin J. Whitman School of Management - Finance & Entrepreneurship Dual Major, 3.4 GPA 3.7 Major GPA
Chad K. Florin's AXA Advisors Experience January 2008 - July 2009
Job Law Clerk at Florin|Roebig, P.A.
Industry Higher Education
Experience
FlorinRoebig, P.A. May 2014 - Present
Stetson University College of Law June 2014 - May 2015
Council on American-Islamic Relations (CAIR-FL) January 2013 - January 2014
Moffitt Cancer Center - Xenopath Oncosystems January 2011 - May 2011
Juan Tama Coffee January 2011 - May 2011
Moffitt Cancer Center - KENRAD August 2010 - December 2010
Tampa City Council January 2010 - May 2010
Bob Sierra YMCA January 2010 - May 2010
AXA Advisors January 2008 - July 2009
Skills
Social Media, Event Planning, Facebook, Social Media Marketing, PowerPoint, Marketing, Market Research, Microsoft Office, Public Speaking, Microsoft Excel, Marketing Communications, Strategy, Analysis, Research, Management, Business Planning, Strategic Planning, Business Strategy, Finance, Budgets
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Tampa 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship and Innovation
University of Central Florida - College of Business Administration 2003 — 2007
BS, Gen. Business Admin.
FlorinRoebig, P.A. May 2014 - Present
Stetson University College of Law June 2014 - May 2015
Council on American-Islamic Relations (CAIR-FL) January 2013 - January 2014
Moffitt Cancer Center - Xenopath Oncosystems January 2011 - May 2011
Juan Tama Coffee January 2011 - May 2011
Moffitt Cancer Center - KENRAD August 2010 - December 2010
Tampa City Council January 2010 - May 2010
Bob Sierra YMCA January 2010 - May 2010
AXA Advisors January 2008 - July 2009
Skills
Social Media, Event Planning, Facebook, Social Media Marketing, PowerPoint, Marketing, Market Research, Microsoft Office, Public Speaking, Microsoft Excel, Marketing Communications, Strategy, Analysis, Research, Management, Business Planning, Strategic Planning, Business Strategy, Finance, Budgets
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Tampa 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship and Innovation
University of Central Florida - College of Business Administration 2003 — 2007
BS, Gen. Business Admin.
Harris Barenburg's AXA Advisors Experience November 2011 - March 2012
Job Service Engineer at Compco Analytical Inc
Industry Investment Banking
Experience
Compco Analytical Inc April 2012 - Present
AXA Advisors November 2011 - March 2012
Skills
Gas Chromatography, Mass Spectrometry, LC-MS, Agilent
Education
Syracuse University 2007 — 2011
Bachelor of Science, Economics
Compco Analytical Inc April 2012 - Present
AXA Advisors November 2011 - March 2012
Skills
Gas Chromatography, Mass Spectrometry, LC-MS, Agilent
Education
Syracuse University 2007 — 2011
Bachelor of Science, Economics
Jennifer Li's AXA Advisors Experience September 2011 - May 2012
Job Financial Analyst in Development Program at Blackmore Partners
Industry Financial Services
Experience
Blackmore Partners June 2012 - Present
AXA Advisors September 2011 - May 2012
Principal Financial Group September 2011 - May 2012
Citi June 2011 - July 2011
Skills
Time Management, Performance Management, Fundraising, Finance, Non-profits, Product Development
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bechelor, Finance, Global Enterprise Technology
Syracuse University
Blackmore Partners June 2012 - Present
AXA Advisors September 2011 - May 2012
Principal Financial Group September 2011 - May 2012
Citi June 2011 - July 2011
Skills
Time Management, Performance Management, Fundraising, Finance, Non-profits, Product Development
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bechelor, Finance, Global Enterprise Technology
Syracuse University
Kevin Mundy, ARPC's AXA Advisors Experience January 2004 - March 2004
Job Internal Wholesaler at 401(k) Direct
Industry Financial Services
Experience
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
Erich Beck's AXA Advisors Experience May 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Rockwell Global Capital May 2012 - April 2013
Bankers Conseco Life Insurance Company June 2011 - February 2012
Parts Authority 2006 - 2009
Skills
Retirement Planning, Business Insurance..., Financial Needs Analysis, Business Succession..., Estate Planning, Educational Funding..., Asset Allocation, Risk Management Programs, Disability and Long...
Education
Stony Brook University 2008 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
AXA Advisors May 2014 - Present
Rockwell Global Capital May 2012 - April 2013
Bankers Conseco Life Insurance Company June 2011 - February 2012
Parts Authority 2006 - 2009
Skills
Retirement Planning, Business Insurance..., Financial Needs Analysis, Business Succession..., Estate Planning, Educational Funding..., Asset Allocation, Risk Management Programs, Disability and Long...
Education
Stony Brook University 2008 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jeffrey DeGlopper's AXA Advisors Experience August 2006 - November 2009
Job Channel Account Specialist at Ingram Micro
Industry Information Technology and Services
Experience
Ingram Micro January 2012 - Present
Golf Galaxy May 2010 - December 2011
AXA Advisors August 2006 - November 2009
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science, Business Administration
Ingram Micro January 2012 - Present
Golf Galaxy May 2010 - December 2011
AXA Advisors August 2006 - November 2009
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science, Business Administration
Nicholas Lukenovich's AXA Advisors Experience August 2011 - May 2012
Job Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ 2013 - Present
Oppenheimer & Co. May 2012 - April 2013
AXA Advisors August 2011 - May 2012
Sentinel Brokers December 2010 - January 2011
Education
State University of New York College at Cortland 2007 — 2011
"BS", Business Economics
Bank of Tokyo-Mitsubishi UFJ 2013 - Present
Oppenheimer & Co. May 2012 - April 2013
AXA Advisors August 2011 - May 2012
Sentinel Brokers December 2010 - January 2011
Education
State University of New York College at Cortland 2007 — 2011
"BS", Business Economics
Andre Ishac's AXA Advisors Experience June 2015 - Present
Job Financial Consultant Intern at AXA Advisors
Industry
Experience
AXA Advisors June 2015 - Present
The Martin J Whitman School of Management of Syracuse University August 2013 - May 2015
Interface July 2013 - August 2013
Ishac Design Architect's P.C. June 2009 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Event Planning
Education
Syracuse University 2013 — 2017
AXA Advisors June 2015 - Present
The Martin J Whitman School of Management of Syracuse University August 2013 - May 2015
Interface July 2013 - August 2013
Ishac Design Architect's P.C. June 2009 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Event Planning
Education
Syracuse University 2013 — 2017
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO