AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Austin Weber Austin Weber's AXA Advisors Experience August 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
Amegy Bank June 2013 - August 2013
Christopher J. Weber LLC March 2010 - December 2012
Sky Ranch May 2012 - August 2012
TGI Fridays February 2009 - November 2009
SJB Productions August 2007 - February 2009
Skills
Customer Service, Financial Planning, Business Strategy, Client Education, Estate Planning..., Executive Benefits..., Insurance Planning, Investment Strategies, Risk Management, Mentoring
Education
Texas A&M University 2011 — 2014
Bachelor’s Degree, Finance
AXA Advisors August 2014 - Present
Amegy Bank June 2013 - August 2013
Christopher J. Weber LLC March 2010 - December 2012
Sky Ranch May 2012 - August 2012
TGI Fridays February 2009 - November 2009
SJB Productions August 2007 - February 2009
Skills
Customer Service, Financial Planning, Business Strategy, Client Education, Estate Planning..., Executive Benefits..., Insurance Planning, Investment Strategies, Risk Management, Mentoring
Education
Texas A&M University 2011 — 2014
Bachelor’s Degree, Finance
Hailey Thorn Hailey Thorn's AXA Advisors Experience October 2012 - August 2013
Job Personal Financial Planning Masters Student at Texas Tech University
Industry Financial Services
Experience
RegentAtlantic June 2015 - August 2015
Padilla, Singh and Associates Wealth Management, Inc. January 2014 - May 2014
AXA Advisors October 2012 - August 2013
Thorn Financial Group January 2010 - August 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Microsoft Excel, Social Networking, Microsoft Word
Education
Texas Tech University 2014 — 2015
Master's Degree, Personal Financial Planning, 4.0
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's Degree, Business Administration, 3.56
RegentAtlantic June 2015 - August 2015
Padilla, Singh and Associates Wealth Management, Inc. January 2014 - May 2014
AXA Advisors October 2012 - August 2013
Thorn Financial Group January 2010 - August 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Microsoft Excel, Social Networking, Microsoft Word
Education
Texas Tech University 2014 — 2015
Master's Degree, Personal Financial Planning, 4.0
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's Degree, Business Administration, 3.56
John Frahm, CFP®, CLU® John Frahm, CFP®, CLU®'s AXA Advisors Experience November 2008 - August 2011
Job Experienced Financial Services Professional
Industry Financial Services
Experience
National Western Life June 2012 - Present
The Pinnacle Group Insurance August 2011 - Present
AXA Advisors November 2008 - August 2011
AXA Advisors May 2007 - November 2008
Skills
Microsoft Word, Strategic Planning, Fixed Annuities, Life Insurance, Insurance, Financial Services, Mutual Funds, Investments, Sales Management, Retirement Planning, Sales, Leadership, Term Life Insurance, Strategic Financial..., Management, Financial Advisory, Financial Planning, Finance
Education
Texas State University-San Marcos 1998 — 2002
BBA, Finance
National Western Life June 2012 - Present
The Pinnacle Group Insurance August 2011 - Present
AXA Advisors November 2008 - August 2011
AXA Advisors May 2007 - November 2008
Skills
Microsoft Word, Strategic Planning, Fixed Annuities, Life Insurance, Insurance, Financial Services, Mutual Funds, Investments, Sales Management, Retirement Planning, Sales, Leadership, Term Life Insurance, Strategic Financial..., Management, Financial Advisory, Financial Planning, Finance
Education
Texas State University-San Marcos 1998 — 2002
BBA, Finance
Jeff Proctor's AXA Advisors Experience February 2009 - September 2010
Job Wealth Manager at Lake Point Advisory Group
Industry Financial Services
Experience
Lake Point Advisory Group July 2014 - Present
Meinen Agency, Inc September 2010 - July 2014
AXA Advisors February 2009 - September 2010
Skills
Project Management, Retirement Planning, Investments, Equities, Fixed Annuities, Microsoft Excel, Due Diligence, Financial Modeling, Microsoft Office, PowerPoint, Risk Management, Market Research, Strategic Planning, Sales, Financial Analysis, Business Analysis, Commercial Banking, Customer Service, Valuation, Banking, Finance, Asset Management, Estate Planning
Education
Texas Christian University 2004 — 2008
Bachelor of Science (BS)
Lake Point Advisory Group July 2014 - Present
Meinen Agency, Inc September 2010 - July 2014
AXA Advisors February 2009 - September 2010
Skills
Project Management, Retirement Planning, Investments, Equities, Fixed Annuities, Microsoft Excel, Due Diligence, Financial Modeling, Microsoft Office, PowerPoint, Risk Management, Market Research, Strategic Planning, Sales, Financial Analysis, Business Analysis, Commercial Banking, Customer Service, Valuation, Banking, Finance, Asset Management, Estate Planning
Education
Texas Christian University 2004 — 2008
Bachelor of Science (BS)
Jeff Beaver, Jr. Jeff Beaver, Jr.'s AXA Advisors Experience August 2007 - December 2008
Job Controller at Schaumburg & Polk, Inc.
Industry Civil Engineering
Experience
Schaumburg & Polk, Inc. December 2012 - Present
Schaumburg & Polk, Inc. January 2009 - December 2012
AXA Advisors August 2007 - December 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Corporate Finance, Investments, Internal Controls, Cash Management, Cash Flow Forecasting, Cash Receipts, Corporate Tax, Insurance, Budget Process, Project Finance, Profit
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Monsignor Kelly Catholic High School
Schaumburg & Polk, Inc. December 2012 - Present
Schaumburg & Polk, Inc. January 2009 - December 2012
AXA Advisors August 2007 - December 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Corporate Finance, Investments, Internal Controls, Cash Management, Cash Flow Forecasting, Cash Receipts, Corporate Tax, Insurance, Budget Process, Project Finance, Profit
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Monsignor Kelly Catholic High School
Clayton Maples Clayton Maples's AXA Advisors Experience May 2014 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Texas Health and Human Services Commission May 2013 - September 2013
Texas A&M University School of Architecture June 2011 - August 2013
Horshoe Bay Yacht Club June 2009 - June 2010
Skills
Leadership, Teamwork, Public Speaking, Creative Problem Solving, Market Analysis, Program Management
Education
Texas A&M University - Mays Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Llano High School 2006 — 2010
AXA Advisors May 2014 - Present
Texas Health and Human Services Commission May 2013 - September 2013
Texas A&M University School of Architecture June 2011 - August 2013
Horshoe Bay Yacht Club June 2009 - June 2010
Skills
Leadership, Teamwork, Public Speaking, Creative Problem Solving, Market Analysis, Program Management
Education
Texas A&M University - Mays Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Llano High School 2006 — 2010
Chris Jeffers, MBA, ChFC, CFS Chris Jeffers, MBA, ChFC, CFS's AXA Advisors Experience May 1995 - June 2014
Job Proven financial advisor helping individuals and business owners build a financial future.
Industry Financial Services
Experience
Evos, LLC July 2014 - Present
AXA Advisors May 1995 - June 2014
Education
The Institute of Business & Finance 2009 — 2010
Certified Fund Specialist CFS
The American College 2003 — 2005
Chartered Financial Consultant ChFC
University of Texas @ Dallas 1992 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Texas 1987 — 1991
Bachelor's Degree (B.A.), Finance and Financial Management Services
Evos, LLC July 2014 - Present
AXA Advisors May 1995 - June 2014
Education
The Institute of Business & Finance 2009 — 2010
Certified Fund Specialist CFS
The American College 2003 — 2005
Chartered Financial Consultant ChFC
University of Texas @ Dallas 1992 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Texas 1987 — 1991
Bachelor's Degree (B.A.), Finance and Financial Management Services
Marcus Johnson Marcus Johnson's AXA Advisors Experience August 2011 - August 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Vintage Records January 2010 - Present
AXA Advisors August 2011 - August 2013
FEMA May 2011 - August 2011
Edward Jones June 2009 - January 2010
Skills
Saxophonist, Investments, Microsoft Excel, Economics, Equities, Financial Modeling, Data Analysis, Access, Market Research, Bloomberg, Equity Research, Asset Allocation, Series 7, Finance, PowerPoint, Financial Analysis, Securities, Insurance, Financial Services, Asset Management, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Investment Strategies, Bonds, Financial Advisory, Uniform Combined State..., 401k, Customer Service, Leadership, Public Speaking, Risk Management, Microsoft Office, Strategic Planning
Education
Tennessee State University 2007 — 2011
Bachelor of Business Administration (BBA), Economics and Finance, 3.5
Nashville School of Arts 2004 — 2007
Music
Edward Jones September 2013 - Present
Vintage Records January 2010 - Present
AXA Advisors August 2011 - August 2013
FEMA May 2011 - August 2011
Edward Jones June 2009 - January 2010
Skills
Saxophonist, Investments, Microsoft Excel, Economics, Equities, Financial Modeling, Data Analysis, Access, Market Research, Bloomberg, Equity Research, Asset Allocation, Series 7, Finance, PowerPoint, Financial Analysis, Securities, Insurance, Financial Services, Asset Management, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Investment Strategies, Bonds, Financial Advisory, Uniform Combined State..., 401k, Customer Service, Leadership, Public Speaking, Risk Management, Microsoft Office, Strategic Planning
Education
Tennessee State University 2007 — 2011
Bachelor of Business Administration (BBA), Economics and Finance, 3.5
Nashville School of Arts 2004 — 2007
Music
Matthew Campbell Matthew Campbell's AXA Advisors Experience 2010 - September 2014
Job Financial Advisor at DC Retirement Advisors
Industry Financial Services
Experience
DC Retirement Advisors September 2014 - Present
The Bailey Group 2012 - September 2014
AXA Advisors 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Protection
Education
Tennessee Technological University
Master of Business Administration (M.B.A.)
Wofford College 1993 — 1997
Bachelor of Arts (BA), Economics
DC Retirement Advisors September 2014 - Present
The Bailey Group 2012 - September 2014
AXA Advisors 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Protection
Education
Tennessee Technological University
Master of Business Administration (M.B.A.)
Wofford College 1993 — 1997
Bachelor of Arts (BA), Economics
Klay Beavert, CPA Klay Beavert, CPA's AXA Advisors Experience January 2002 - July 2002
Job Tax Partner at Carrell and Company, LLC
Industry Accounting
Experience
Carrell and Company, LLC January 2014 - Present
Wingspan Portfolio Advisors April 2013 - January 2014
Empire Petroleum Partners (fka Quik Way Group) April 2008 - December 2012
1st Global October 2005 - February 2008
Hill Development August 2002 - October 2005
AXA Advisors January 2002 - July 2002
Wachovia Securities November 1999 - December 2001
PayVision October 1998 - November 1999
Lane Gorman Trubitt February 1997 - October 1998
Vink Teague August 1995 - February 1997
Skills
Internal Controls, Cash Management, Budgets, Cash Flow, Accounting System, Income Statement, Account Management, Strategic Financial..., Financial Analysis, Financial Reporting, Series 7, Accounting, Financial Accounting, Investments, Insurance, Forecasting, Private Equity, Human Resources
Education
Texas Tech University - Rawls College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Dallas Christian
Carrell and Company, LLC January 2014 - Present
Wingspan Portfolio Advisors April 2013 - January 2014
Empire Petroleum Partners (fka Quik Way Group) April 2008 - December 2012
1st Global October 2005 - February 2008
Hill Development August 2002 - October 2005
AXA Advisors January 2002 - July 2002
Wachovia Securities November 1999 - December 2001
PayVision October 1998 - November 1999
Lane Gorman Trubitt February 1997 - October 1998
Vink Teague August 1995 - February 1997
Skills
Internal Controls, Cash Management, Budgets, Cash Flow, Accounting System, Income Statement, Account Management, Strategic Financial..., Financial Analysis, Financial Reporting, Series 7, Accounting, Financial Accounting, Investments, Insurance, Forecasting, Private Equity, Human Resources
Education
Texas Tech University - Rawls College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Dallas Christian
Chris Mottershead's AXA Advisors Experience December 2004 - May 2006
Job Senior Vice President RFP Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust September 2015 - Present
J.P. Morgan April 2013 - September 2015
ING Investment Management June 2011 - April 2013
Mutual of America Capital Management Corporation April 2008 - June 2011
Lincoln Financial Distributors January 2007 - April 2008
Temple University Hospital May 2006 - January 2007
AXA Advisors December 2004 - May 2006
Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management
Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance
Cheltenham High School
U.S. Trust September 2015 - Present
J.P. Morgan April 2013 - September 2015
ING Investment Management June 2011 - April 2013
Mutual of America Capital Management Corporation April 2008 - June 2011
Lincoln Financial Distributors January 2007 - April 2008
Temple University Hospital May 2006 - January 2007
AXA Advisors December 2004 - May 2006
Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management
Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance
Cheltenham High School
Ben Meadows Ben Meadows's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Trust Certified Referrals November 2013 - June 2014
The Dwyer Group April 2013 - January 2014
MT7 Ranch/ MM Terry Enterprises August 2012 - March 2013
Beaver Creek Ranch/ Oil Patch Rental Services October 2011 - February 2012
Skills
Strategy, Sales, Program Management, Leadership, Networking, Team Leadership, Team Building, Customer Service, Entrepreneurship, Strategic Planning, Start-ups, Management, Project Management, New Business Development, Training, Business Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
AXA Advisors September 2014 - Present
Trust Certified Referrals November 2013 - June 2014
The Dwyer Group April 2013 - January 2014
MT7 Ranch/ MM Terry Enterprises August 2012 - March 2013
Beaver Creek Ranch/ Oil Patch Rental Services October 2011 - February 2012
Skills
Strategy, Sales, Program Management, Leadership, Networking, Team Leadership, Team Building, Customer Service, Entrepreneurship, Strategic Planning, Start-ups, Management, Project Management, New Business Development, Training, Business Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
Steven M. Howell, CFP®, ChFC® Steven M. Howell, CFP®, ChFC®'s AXA Advisors Experience January 2013 - Present
Job Southeast Region Executive Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Skills
Retirement Planning, Coaching, Recruiting, Building a Financial..., Mentoring, Leadership Development, Investment Strategies, Insurance Strategies, Selection, Financial Planning, Supervision, Accountability, Agency/Firm Building, Culture Building
Education
Texas A&M University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Accounting
AXA Advisors January 2013 - Present
Skills
Retirement Planning, Coaching, Recruiting, Building a Financial..., Mentoring, Leadership Development, Investment Strategies, Insurance Strategies, Selection, Financial Planning, Supervision, Accountability, Agency/Firm Building, Culture Building
Education
Texas A&M University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Accounting
Douglas Friese's AXA Advisors Experience December 2012 - May 2013
Job Operations Analyst Development Program, JPMorgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Asset-Map, Inc. February 2013 - June 2013
AXA Advisors December 2012 - May 2013
ReminderMedia May 2012 - August 2012
Private Lessons June 2008 - May 2012
DL Media May 2010 - August 2010
Skills
Research, Editing, Writing, Technology, Data Mining, Social Media, Photoshop, Report Creation, Leadership, Analytical Skills, Microsoft Office, Cross-functional Team..., Sales, Marketing Communications
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration, Marketing, 3.63, Cum Laude
West Chester East High School 2005 — 2009
3.75
J.P. Morgan July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Asset-Map, Inc. February 2013 - June 2013
AXA Advisors December 2012 - May 2013
ReminderMedia May 2012 - August 2012
Private Lessons June 2008 - May 2012
DL Media May 2010 - August 2010
Skills
Research, Editing, Writing, Technology, Data Mining, Social Media, Photoshop, Report Creation, Leadership, Analytical Skills, Microsoft Office, Cross-functional Team..., Sales, Marketing Communications
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration, Marketing, 3.63, Cum Laude
West Chester East High School 2005 — 2009
3.75
Dallas Ward Dallas Ward's AXA Advisors Experience August 2009 - February 2010
Job CLO Operations Analyst at Fifth Street Asset Management
Industry Investment Management
Experience
Fifth Street Asset Management November 2014 - Present
Guggenheim Partners December 2012 - November 2014
Goldman Sachs Group Inc July 2011 - December 2012
JPMorgan Chase March 2010 - July 2011
AXA Advisors August 2009 - February 2010
Jet Specialty January 2009 - August 2009
Skills
Microsoft Excel, Exceptional..., Middle and back office..., Management, Portfolio Management, Leadership, Risk Management, Finance, Analysis, Mutual Funds, Microsoft Office, Mergers, Hedge Funds, Financial Modeling, Equities
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Tech University, Jerry S. Rawls School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Fifth Street Asset Management November 2014 - Present
Guggenheim Partners December 2012 - November 2014
Goldman Sachs Group Inc July 2011 - December 2012
JPMorgan Chase March 2010 - July 2011
AXA Advisors August 2009 - February 2010
Jet Specialty January 2009 - August 2009
Skills
Microsoft Excel, Exceptional..., Middle and back office..., Management, Portfolio Management, Leadership, Risk Management, Finance, Analysis, Mutual Funds, Microsoft Office, Mergers, Hedge Funds, Financial Modeling, Equities
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Tech University, Jerry S. Rawls School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Caroline Stuart Caroline Stuart's AXA Advisors Experience January 2014 - May 2015
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors January 2014 - May 2015
Legacy Planning Group, Inc. January 2013 - December 2013
Skills
Multi Tasking, Customer Service, Business Development, Leadership, Time Management, QuickBooks, Spreadsheets, Finance, Estate Planning, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Series 63, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Finance
AXA Advisors January 2014 - May 2015
Legacy Planning Group, Inc. January 2013 - December 2013
Skills
Multi Tasking, Customer Service, Business Development, Leadership, Time Management, QuickBooks, Spreadsheets, Finance, Estate Planning, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Series 63, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Cameron Michalski Cameron Michalski's AXA Advisors Experience June 2014 - Present
Job Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Skills
Microsoft Office, Customer Service, Sales, Microsoft Word, Microsoft Excel, Outlook, Photoshop, PowerPoint, ACT!, Swiftpage
Education
Texas A&M University 2009 — 2012
Bachelor of Science (B.S.)
AXA Advisors June 2014 - Present
Skills
Microsoft Office, Customer Service, Sales, Microsoft Word, Microsoft Excel, Outlook, Photoshop, PowerPoint, ACT!, Swiftpage
Education
Texas A&M University 2009 — 2012
Bachelor of Science (B.S.)
Blake Rice Blake Rice's AXA Advisors Experience June 2011 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Skills
Retirement Planning, Wealth Management, Financial Analysis
Education
Tennessee Technological University 2007 — 2011
Bachelor's degree, Finance
AXA Advisors June 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Skills
Retirement Planning, Wealth Management, Financial Analysis
Education
Tennessee Technological University 2007 — 2011
Bachelor's degree, Finance
Kelly Poppe's AXA Advisors Experience April 2005 - October 2009
Job Certification Program Associate at Women's Business Council Southwest
Industry Education Management
Experience
Women's Business Council - Southwest August 2010 - Present
Plano ISD November 2009 - May 2010
AXA Advisors April 2005 - October 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Management, Administrative..., Sales, Staff Development, Classroom, Lesson Planning, Filing, Cashiering, Career Development, Retail Sales, Data Entry, Time Management, Retail, Personnel Management
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Early Childhood Education
Women's Business Council - Southwest August 2010 - Present
Plano ISD November 2009 - May 2010
AXA Advisors April 2005 - October 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Management, Administrative..., Sales, Staff Development, Classroom, Lesson Planning, Filing, Cashiering, Career Development, Retail Sales, Data Entry, Time Management, Retail, Personnel Management
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Early Childhood Education
Ryan C. Wells, CFP®, ChFC®, CLU®'s AXA Advisors Experience June 2013 - Present
Job Regional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
AXA Advisors September 2009 - May 2013
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Business Marketing
The Woodlands High School
AXA Advisors June 2013 - Present
AXA Advisors September 2009 - May 2013
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Business Marketing
The Woodlands High School
Dean Mosley Jr.'s AXA Advisors Experience June 2015 - Present
Job Student at Temple University Fox School of Business and Management
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Skills
Team Leadership, Time Management, Finance
Education
Temple University - Fox School of Business and Management 2013 — 2016
Finance, General
AXA Advisors June 2015 - Present
Skills
Team Leadership, Time Management, Finance
Education
Temple University - Fox School of Business and Management 2013 — 2016
Finance, General
John C Peterson John C Peterson's AXA Advisors Experience April 2014 - Present
Job Financial Consultant at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies April 2014 - Present
AXA Advisors April 2014 - Present
9 Points Realty October 2013 - Present
Coldwell Banker Residential Brokerage July 2012 - October 2013
MD Webb & Assoc August 2008 - January 2012
REO World March 2007 - August 2008
Pebble Beach Company July 2006 - March 2007
Skills
Financial Analysis, Retirement Planning, Financial Services, Investment Strategies, Investments, Estate Planning, Strategic Financial..., Finance, Investment Management, Business Strategy, Customer Service, Sales, Strategy, Strategic Planning, Investors, Real Estate, REO, Foreclosures, HUD, Short Sales, Property, First Time Home Buyers, Investment Properties, Property Management, Sellers, SFR, Contract Negotiation, Loss Mitigation, Real Estate Transactions, Condos, Single Family Homes, Marketing, Negotiation, Relocation, Referrals, Leadership
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration, Business Management
Wealth Management Strategies April 2014 - Present
AXA Advisors April 2014 - Present
9 Points Realty October 2013 - Present
Coldwell Banker Residential Brokerage July 2012 - October 2013
MD Webb & Assoc August 2008 - January 2012
REO World March 2007 - August 2008
Pebble Beach Company July 2006 - March 2007
Skills
Financial Analysis, Retirement Planning, Financial Services, Investment Strategies, Investments, Estate Planning, Strategic Financial..., Finance, Investment Management, Business Strategy, Customer Service, Sales, Strategy, Strategic Planning, Investors, Real Estate, REO, Foreclosures, HUD, Short Sales, Property, First Time Home Buyers, Investment Properties, Property Management, Sellers, SFR, Contract Negotiation, Loss Mitigation, Real Estate Transactions, Condos, Single Family Homes, Marketing, Negotiation, Relocation, Referrals, Leadership
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration, Business Management
John Schutze John Schutze's AXA Advisors Experience June 2000 - July 2001
Job Branch Manager at Supreme Lending
Industry Banking
Experience
Supreme Lending August 2010 - Present
Cornerstone Mortgage September 2009 - August 2010
Bank of America Mortgage December 2006 - September 2009
AMC Mortgage, LLC May 2002 - December 2006
AXA Advisors June 2000 - July 2001
Skills
Post Closing, Mortgage Lending, Loans, Real Estate, Investments, Finance, Real Estate Transactions, Sellers, Management, FHA, Refinance, Mortgage Banking, USDA, Loan Origination, VA loans, Residential Mortgages, FHA financing, Construction Loans, Reverse Mortgages, Customer Service, Government Loans, Closings, Certified Mortgage..., Credit, FHA Financing, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Mortgage Underwriting, New Home Sales, REO, Real Estate Financing, Referrals, Residential Homes, Short Sales, VA Loans, Single Family Homes, Banking, Condos
Education
Texas State University-San Marcos 1995 — 2000
Finance, Finance and Financial Management Services
Supreme Lending August 2010 - Present
Cornerstone Mortgage September 2009 - August 2010
Bank of America Mortgage December 2006 - September 2009
AMC Mortgage, LLC May 2002 - December 2006
AXA Advisors June 2000 - July 2001
Skills
Post Closing, Mortgage Lending, Loans, Real Estate, Investments, Finance, Real Estate Transactions, Sellers, Management, FHA, Refinance, Mortgage Banking, USDA, Loan Origination, VA loans, Residential Mortgages, FHA financing, Construction Loans, Reverse Mortgages, Customer Service, Government Loans, Closings, Certified Mortgage..., Credit, FHA Financing, First Time Home Buyers, Foreclosures, Investment Properties, Investors, Mortgage Underwriting, New Home Sales, REO, Real Estate Financing, Referrals, Residential Homes, Short Sales, VA Loans, Single Family Homes, Banking, Condos
Education
Texas State University-San Marcos 1995 — 2000
Finance, Finance and Financial Management Services
Carson Pope's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
AXA Advisors February 2014 - Present
Vaquero Ventures April 2013 - February 2014
Skills
Tax-efficient Investing..., Wealth Accumulation, Small Business..., Business Succession..., Estate Planning..., Investment Planning, Leadership, Public Speaking, Financial Modeling, Culture Building
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2015
Finance with Leadership Emphasis, Accounting and Finance
AXA Advisors April 2015 - Present
AXA Advisors February 2014 - Present
Vaquero Ventures April 2013 - February 2014
Skills
Tax-efficient Investing..., Wealth Accumulation, Small Business..., Business Succession..., Estate Planning..., Investment Planning, Leadership, Public Speaking, Financial Modeling, Culture Building
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2015
Finance with Leadership Emphasis, Accounting and Finance
Aldo Ochoa, Jr. Aldo Ochoa, Jr.'s AXA Advisors Experience July 2011 - Present
Job Divisonal Vice President, Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2011 - Present
AXA Advisors January 2007 - June 2012
Walgreens 2005 - 2005
Falcon International Bank 2004 - 2004
Education
Texas A&M University 2003 — 2006
Bachelor of Science (BS), Economics
AXA Advisors July 2011 - Present
AXA Advisors January 2007 - June 2012
Walgreens 2005 - 2005
Falcon International Bank 2004 - 2004
Education
Texas A&M University 2003 — 2006
Bachelor of Science (BS), Economics
Kyle Rutter Kyle Rutter's AXA Advisors Experience August 2009 - February 2010
Job Sales Manager at Spredfast
Industry Internet
Experience
Spredfast October 2014 - Present
Spredfast July 2013 - October 2014
Spredfast May 2012 - July 2013
Tilt April 2011 - April 2012
Seize The Deal March 2010 - April 2011
AXA Advisors August 2009 - February 2010
Concussion 2007 - 2007
Skills
Marketing, Online Advertising, Social Media Marketing, Social Media, Account Management, SaaS, Business Development, New Business Development, Smooth Jazz, E-commerce, Customer Service, Management, Salesforce.com, Sales, Start-ups, Lead Generation, Email Marketing, Strategic Partnerships, Digital Marketing, Online Marketing, CRM, Entrepreneurship, Enterprise Software, Digital Strategy, Sales Process
Education
Texas Christian University 2004 — 2008
Bachelors, Advertising and Public Relations, Psychology
Spredfast October 2014 - Present
Spredfast July 2013 - October 2014
Spredfast May 2012 - July 2013
Tilt April 2011 - April 2012
Seize The Deal March 2010 - April 2011
AXA Advisors August 2009 - February 2010
Concussion 2007 - 2007
Skills
Marketing, Online Advertising, Social Media Marketing, Social Media, Account Management, SaaS, Business Development, New Business Development, Smooth Jazz, E-commerce, Customer Service, Management, Salesforce.com, Sales, Start-ups, Lead Generation, Email Marketing, Strategic Partnerships, Digital Marketing, Online Marketing, CRM, Entrepreneurship, Enterprise Software, Digital Strategy, Sales Process
Education
Texas Christian University 2004 — 2008
Bachelors, Advertising and Public Relations, Psychology
Laura Fitzsimmons Williams Laura Fitzsimmons Williams's AXA Advisors Experience August 2006 - May 2009
Job Planning Strategies, LLC
Industry Financial Services
Experience
Planning Strategies, LLC May 2009 - Present
AXA Advisors August 2006 - May 2009
Education
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.), Economics
Planning Strategies, LLC May 2009 - Present
AXA Advisors August 2006 - May 2009
Education
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.), Economics
Charles Rushing Charles Rushing's AXA Advisors Experience June 2006 - January 2007
Job Senior Inbound Technical Advisor/ InTeam Trainer at IBEX | Global
Industry Outsourcing/Offshoring
Experience
IBEX Global July 2012 - Present
Odom's Tennessee Pride Sausage, Inc. November 2009 - April 2012
AXA Advisors June 2006 - January 2007
Skills
Business Process..., Technical Support, Information Technology, Customer Service, Customer Satisfaction, Customer Retention, Retail, Sales, Machine Operation, Microsoft Office, Apple OS, iOS, Mac OS, Cisco Technologies
Education
Tennessee State University 2005 — 2007
Pearl-Cohn Business Magnet High School 2000 — 2005
Honors Diploma, Business, Management, Marketing, and Related Support Services
IBEX Global July 2012 - Present
Odom's Tennessee Pride Sausage, Inc. November 2009 - April 2012
AXA Advisors June 2006 - January 2007
Skills
Business Process..., Technical Support, Information Technology, Customer Service, Customer Satisfaction, Customer Retention, Retail, Sales, Machine Operation, Microsoft Office, Apple OS, iOS, Mac OS, Cisco Technologies
Education
Tennessee State University 2005 — 2007
Pearl-Cohn Business Magnet High School 2000 — 2005
Honors Diploma, Business, Management, Marketing, and Related Support Services
Spencer Gourley's AXA Advisors Experience July 2013 - Present
Job Financial Professional at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors July 2013 - Present
Third Tier Marketing January 2012 - June 2013
Spencewood Ranch Polo 2010 - May 2013
American Marketing Association - Texas St. University May 2011 - 2012
American Marketing Association - Texas St 2011 - 2012
Education
Texas State University – McCoy College of Business 2007 — 2012
Bachelor of Business Administration, Marketing
Texas State University-San Marcos 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
AXA Advisors July 2013 - Present
Third Tier Marketing January 2012 - June 2013
Spencewood Ranch Polo 2010 - May 2013
American Marketing Association - Texas St. University May 2011 - 2012
American Marketing Association - Texas St 2011 - 2012
Education
Texas State University – McCoy College of Business 2007 — 2012
Bachelor of Business Administration, Marketing
Texas State University-San Marcos 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Anthony D. Curcio, CLF Anthony D. Curcio, CLF's AXA Advisors Experience 1999 - 2006
Job Managing Partner Hiring And Developing Entrepreneurial People Who Are Interested in a Career in financial Services
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
New York Life Life Insurance Company September 2010 - April 2013
New York Life Insurance Company January 2006 - August 2010
AXA Advisors 1999 - 2006
Equitable/ AXA Advisors 1997 - 1999
Skills
Recruiting, Training, Management, Agent Coaching, Agent Development, Career Development..., Coaching, College Recruiting, Executive Coaching, Executive Management, Financial Recruiting, Hiring, Interviewing, Mentoring, Leadership Development, Leading People, Sales Force Development, Team Building, Training & Development, Sales Recruitment, Networking, Social Media, Time Management, Talent Acquisition, Talent Management
Education
The American College 2010 — 2012
CLF
Louisiana Tech 1985 — 1986
New York Life Insurance Company May 2013 - Present
New York Life Life Insurance Company September 2010 - April 2013
New York Life Insurance Company January 2006 - August 2010
AXA Advisors 1999 - 2006
Equitable/ AXA Advisors 1997 - 1999
Skills
Recruiting, Training, Management, Agent Coaching, Agent Development, Career Development..., Coaching, College Recruiting, Executive Coaching, Executive Management, Financial Recruiting, Hiring, Interviewing, Mentoring, Leadership Development, Leading People, Sales Force Development, Team Building, Training & Development, Sales Recruitment, Networking, Social Media, Time Management, Talent Acquisition, Talent Management
Education
The American College 2010 — 2012
CLF
Louisiana Tech 1985 — 1986
Eugene Meyers Eugene Meyers's AXA Advisors Experience January 1995 - November 2006
Job Managing Director of MBL Advisors Inc., A McColl Bros. Lockwood Company
Industry Financial Services
Experience
Rockdale Temple August 2014 - Present
MBL Advisors Inc., A McColl Bros. Lockwood Company October 2009 - August 2014
SunTrust Investment Services November 2006 - September 2008
AXA Advisors January 1995 - November 2006
AXA Advisors 1995 - 1999
Skills
Strategic Planning, Negotiation, Series 6, Relationship Development, RIA, Client Retention, Presenter, Investments, Insurance, Customer Relations, Customer Service, Financial Services, Business Planning, Customer Retention, Management, Business Development, Retirement, Credit, Finance, Training, Portfolio Management, Leadership, Sales, Financial Advisory, Financial Analysis, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Retirement Planning, Employee Benefits, Series 63, Wealth, Mutual Funds, Investment Advisory, Alternative Investments, FINRA, Fixed Annuities, Financial Planning
Education
Temple University - Fox School of Business and Management 1970 — 1972
MBA
Virginia Polytechnic Institute and State University 1966 — 1970
BS
Rockdale Temple August 2014 - Present
MBL Advisors Inc., A McColl Bros. Lockwood Company October 2009 - August 2014
SunTrust Investment Services November 2006 - September 2008
AXA Advisors January 1995 - November 2006
AXA Advisors 1995 - 1999
Skills
Strategic Planning, Negotiation, Series 6, Relationship Development, RIA, Client Retention, Presenter, Investments, Insurance, Customer Relations, Customer Service, Financial Services, Business Planning, Customer Retention, Management, Business Development, Retirement, Credit, Finance, Training, Portfolio Management, Leadership, Sales, Financial Advisory, Financial Analysis, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Retirement Planning, Employee Benefits, Series 63, Wealth, Mutual Funds, Investment Advisory, Alternative Investments, FINRA, Fixed Annuities, Financial Planning
Education
Temple University - Fox School of Business and Management 1970 — 1972
MBA
Virginia Polytechnic Institute and State University 1966 — 1970
BS
Chad R. Miles Chad R. Miles's AXA Advisors Experience February 1998 - Present
Job Financial Consultant at Stonebridge Financial Group
Industry Financial Services
Experience
AXA Advisors February 1998 - Present
AXA Advisors September 2004 - November 2009
Skills
Retirement Planning, Investment Advisory..., Estate Planning..., Insurance Strategies, Wealth Management, Strategic Financial..., Investment Planning, Long-term Care Planning..., College Savings Plans, IRA Distribution...
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Retirement Planning Specialist
Texas Tech University - Rawls College of Business 1994 — 1997
Business Administration, Marketing
Heritage High School 1992 — 1993
AXA Advisors February 1998 - Present
AXA Advisors September 2004 - November 2009
Skills
Retirement Planning, Investment Advisory..., Estate Planning..., Insurance Strategies, Wealth Management, Strategic Financial..., Investment Planning, Long-term Care Planning..., College Savings Plans, IRA Distribution...
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Retirement Planning Specialist
Texas Tech University - Rawls College of Business 1994 — 1997
Business Administration, Marketing
Heritage High School 1992 — 1993
Dane Johnson Dane Johnson's AXA Advisors Experience August 2012 - Present
Job Financial Professional at AXA Advisors, LLC and Karr Barth Associates, Inc.
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Needs Analysis, Asset Management, Wealth Management, Personal Financial..., Investment Advisory, Asset Protection, Estate Planning, Life Insurance Planning, Long Term Care...
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.)
AXA Advisors August 2012 - Present
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Needs Analysis, Asset Management, Wealth Management, Personal Financial..., Investment Advisory, Asset Protection, Estate Planning, Life Insurance Planning, Long Term Care...
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Oscar T. Flores's AXA Advisors Experience April 1982 - Present
Job Experienced Financial Professional at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors April 1982 - Present
Skills
Strategic Financial..., Business Planning, Customer Service, Wealth Accumulation, Public Speaking, Team Building, Executive Benefit..., Retirement Planning
Education
Texas Christian University
Bachelor of Science (BS), Management
AXA Advisors April 1982 - Present
Skills
Strategic Financial..., Business Planning, Customer Service, Wealth Accumulation, Public Speaking, Team Building, Executive Benefit..., Retirement Planning
Education
Texas Christian University
Bachelor of Science (BS), Management
Merideth Murphey Merideth Murphey's AXA Advisors Experience December 2010 - May 2012
Job Compliance Associate at First Southwest Company
Industry Financial Services
Experience
First Southwest Company August 2013 - Present
Mosaic Sales Solutions October 2012 - March 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
AXA Advisors December 2010 - May 2012
Texas Tech Study August 2010 - December 2010
Texas Tech's Daily Toreador May 2010 - August 2010
Celestial Jets August 2009 - November 2009
Kennedy & Associates November 2008 - April 2009
Skills
Series 7, Series 63, Series 65, Spanish-speaking, Investments, Marketing, Public Relations, Retirement Planning, Advertising, Strategic Financial..., Financial Advisory, Budgets, Life Insurance, Financial Planners, Spanish, Entrepreneurship, PowerPoint, Training, Financial Modeling, Sales, Business Development, Time Management
Education
Texas Tech University 2006 — 2010
Bachelor of Arts, Public Relations, Business
First Southwest Company August 2013 - Present
Mosaic Sales Solutions October 2012 - March 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
AXA Advisors December 2010 - May 2012
Texas Tech Study August 2010 - December 2010
Texas Tech's Daily Toreador May 2010 - August 2010
Celestial Jets August 2009 - November 2009
Kennedy & Associates November 2008 - April 2009
Skills
Series 7, Series 63, Series 65, Spanish-speaking, Investments, Marketing, Public Relations, Retirement Planning, Advertising, Strategic Financial..., Financial Advisory, Budgets, Life Insurance, Financial Planners, Spanish, Entrepreneurship, PowerPoint, Training, Financial Modeling, Sales, Business Development, Time Management
Education
Texas Tech University 2006 — 2010
Bachelor of Arts, Public Relations, Business
Kavon Moradi Kavon Moradi's AXA Advisors Experience August 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Investment Management
Experience
AXA Advisors August 2011 - Present
Morgan Stanley Smith Barney January 2010 - July 2011
D & K Company April 2009 - March 2010
ASD Healthcare May 2005 - May 2009
Konica Minolta December 2003 - May 2005
Bankston Nissan Dallas August 2003 - December 2003
Skills
SERIES 66, SERIES 31, Licensed Life & Health..., Cold Calling, Account Management, Sales Management, Series 7, Uniform Combined State..., Salesforce.com
Education
Texas A&M University 1999 — 2003
B.S. Degree, Marketing
Coppell High School 1995 — 1999
Diploma, 9th, 12th
AXA Advisors August 2011 - Present
Morgan Stanley Smith Barney January 2010 - July 2011
D & K Company April 2009 - March 2010
ASD Healthcare May 2005 - May 2009
Konica Minolta December 2003 - May 2005
Bankston Nissan Dallas August 2003 - December 2003
Skills
SERIES 66, SERIES 31, Licensed Life & Health..., Cold Calling, Account Management, Sales Management, Series 7, Uniform Combined State..., Salesforce.com
Education
Texas A&M University 1999 — 2003
B.S. Degree, Marketing
Coppell High School 1995 — 1999
Diploma, 9th, 12th
David Hicok, ChFC David Hicok, ChFC's AXA Advisors Experience December 1999 - September 2002
Job Our mission is to assist our clients in identifying and achieving their financial goals.
Industry Financial Services
Experience
Hicok Financial Solutions May 2013 - Present
Financial Planning Association of San Gabriel Valley January 2014 - Present
MetLife August 2011 - May 2013
Sagemark Consulting September 2002 - April 2011
Laguna Beach Chamber of Commerce January 2005 - December 2010
AXA Advisors December 1999 - September 2002
Skills
Business Planning, WealthManagement, Wealth Transfer, Estate Planning, Succession Planning, Asset Management, Retirement Plans, Defined Benefit, Retirement Income..., Stock Options Strategies, Wealth Management, Retirement Planning, Insurance, Asset Managment, Wealth, Investments, Retirement, Stocks, Strategy, High Net Worth..., Finance, Risk Management, Fixed Annuities, Financial Services, Financial Planners, Strategic Financial..., Small Business, Employee Benefits, Investment Management, Personal Finance, IRAs, 401k, Life Insurance, Management, Strategic Planning, Disability Insurance
Education
University of Redlands 2011 — 2013
Bachelor of Science, Business
The American College 2008 — 2011
ChFC, Chartered Financial Consultant
State University of New York at Albany 1981 — 1983
Bachelor of Science, Business
Hicok Financial Solutions May 2013 - Present
Financial Planning Association of San Gabriel Valley January 2014 - Present
MetLife August 2011 - May 2013
Sagemark Consulting September 2002 - April 2011
Laguna Beach Chamber of Commerce January 2005 - December 2010
AXA Advisors December 1999 - September 2002
Skills
Business Planning, WealthManagement, Wealth Transfer, Estate Planning, Succession Planning, Asset Management, Retirement Plans, Defined Benefit, Retirement Income..., Stock Options Strategies, Wealth Management, Retirement Planning, Insurance, Asset Managment, Wealth, Investments, Retirement, Stocks, Strategy, High Net Worth..., Finance, Risk Management, Fixed Annuities, Financial Services, Financial Planners, Strategic Financial..., Small Business, Employee Benefits, Investment Management, Personal Finance, IRAs, 401k, Life Insurance, Management, Strategic Planning, Disability Insurance
Education
University of Redlands 2011 — 2013
Bachelor of Science, Business
The American College 2008 — 2011
ChFC, Chartered Financial Consultant
State University of New York at Albany 1981 — 1983
Bachelor of Science, Business
Joshua Cruz Joshua Cruz's AXA Advisors Experience April 2011 - May 2014
Job Senior Financial Sales Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass July 2014 - Present
AXA Advisors April 2011 - May 2014
Skills
Retirement Planning, Investments, Insurance, Customer Service, Leadership, Management
Education
Texas A&M University - Mays Business School 2008 — 2010
Bachelor of Science (B.S.), Finance
BBVA Compass July 2014 - Present
AXA Advisors April 2011 - May 2014
Skills
Retirement Planning, Investments, Insurance, Customer Service, Leadership, Management
Education
Texas A&M University - Mays Business School 2008 — 2010
Bachelor of Science (B.S.), Finance
Bryce Meares Bryce Meares's AXA Advisors Experience April 2002 - November 2009
Job Financial Services Representative, Financial Advisor at Capital Strategies of MetLife
Industry Financial Services
Experience
Capital Strategies of MetLife November 2009 - Present
AXA Advisors April 2002 - November 2009
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Asset Management, Alternative Investments, Life Insurance, Group Benefit Plans, 401k
Education
Texas Tech University 1997 — 2001
Bachelor of Arts & Science, Business/Corporate Communications
Capital Strategies of MetLife November 2009 - Present
AXA Advisors April 2002 - November 2009
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Asset Management, Alternative Investments, Life Insurance, Group Benefit Plans, 401k
Education
Texas Tech University 1997 — 2001
Bachelor of Arts & Science, Business/Corporate Communications
Ryan DeMarco Ryan DeMarco's AXA Advisors Experience May 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
The Bailey Group January 2014 - Present
AXA Advisors May 2012 - Present
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Management with a focus in Entrepreneurship
The Bailey Group January 2014 - Present
AXA Advisors May 2012 - Present
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Management with a focus in Entrepreneurship
Justin Wallace Justin Wallace's AXA Advisors Experience 2004 - 2005
Job Equity Trader & Analyst at Phocas Financial
Industry Investment Management
Experience
Phocas Financial January 2013 - Present
Voce Capital Partners LP January 2012 - January 2013
Crestline Investors, Inc. June 2010 - March 2012
Trugent Capital LP January 2007 - May 2010
Verity Capital Partners L.P. May 2005 - December 2006
AXA Advisors 2004 - 2005
Skills
Asset Management, Trade Execution, Hedge Funds, Equities, Research, Performance Measurement, Trading, Asset Managment, Mutual Funds, Equity Research, Start-ups, Analysis, Portfolio Management, Investments, Due Diligence, Management, Corporate Finance, Alternative Investments
Education
Texas Christian University 2001 — 2005
BBA, Entrepreneurial Management/Marketing (double major)
Phocas Financial January 2013 - Present
Voce Capital Partners LP January 2012 - January 2013
Crestline Investors, Inc. June 2010 - March 2012
Trugent Capital LP January 2007 - May 2010
Verity Capital Partners L.P. May 2005 - December 2006
AXA Advisors 2004 - 2005
Skills
Asset Management, Trade Execution, Hedge Funds, Equities, Research, Performance Measurement, Trading, Asset Managment, Mutual Funds, Equity Research, Start-ups, Analysis, Portfolio Management, Investments, Due Diligence, Management, Corporate Finance, Alternative Investments
Education
Texas Christian University 2001 — 2005
BBA, Entrepreneurial Management/Marketing (double major)
T. Scott Hart's AXA Advisors Experience February 2011 - Present
Job Financial Services
Industry Financial Services
Experience
AXA Advisors February 2011 - Present
AXA Advisors January 1999 - January 2011
AXA 1995 - 2008
AXA Advisors September 1995 - May 2000
Anco Insurance May 1992 - September 1995
Mitchell Energy Corporation June 1989 - May 1992
Education
Texas A&M University 1985 — 1989
BBA, Accounting
Breckenridge High School 1981 — 1985
HS
AXA Advisors February 2011 - Present
AXA Advisors January 1999 - January 2011
AXA 1995 - 2008
AXA Advisors September 1995 - May 2000
Anco Insurance May 1992 - September 1995
Mitchell Energy Corporation June 1989 - May 1992
Education
Texas A&M University 1985 — 1989
BBA, Accounting
Breckenridge High School 1981 — 1985
HS
Arne Sten, LUTCF Arne Sten, LUTCF's AXA Advisors Experience June 2005 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
Marina Pochoumenski Marina Pochoumenski's AXA Advisors Experience 2013 - 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2014 - Present
AXA Advisors 2013 - 2014
Pride International June 2010 - August 2010
Pride International June 2009 - January 2010
Momentum Audi June 2008 - August 2008
Skills
Sales, Access, Mutual Funds, Finance, Microsoft Excel
Education
Texas State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors, LLC 2014 - Present
AXA Advisors 2013 - 2014
Pride International June 2010 - August 2010
Pride International June 2009 - January 2010
Momentum Audi June 2008 - August 2008
Skills
Sales, Access, Mutual Funds, Finance, Microsoft Excel
Education
Texas State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Dan Worthington, CFP, CLU, ChFC's AXA Advisors Experience 1983 - Present
Job Executive Vice President at AXA Advisors Northern California/Hawaii CA Insurance License #0653721
Industry Financial Services
Experience
AXA Advisors 1983 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Asset Management
Education
CFP Board 2000 — 2000
CFP, Certified Financial Planner
FINRA (Financial Industry Regulatory Authority) 1983 — 2000
Licences: Series 7, 24, 53, 6, 26, 63, 65
The American College 1995 — 1995
CLU, Chartered Life Underwriter
The American College 1993 — 1993
ChFC, Chartered Financial Professional
University of California, Santa Barbara 1979 — 1983
BA, Business / Economics
Saint Ignatius College Prep - SF 1975 — 1979
Graduate
AXA Advisors 1983 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Asset Management
Education
CFP Board 2000 — 2000
CFP, Certified Financial Planner
FINRA (Financial Industry Regulatory Authority) 1983 — 2000
Licences: Series 7, 24, 53, 6, 26, 63, 65
The American College 1995 — 1995
CLU, Chartered Life Underwriter
The American College 1993 — 1993
ChFC, Chartered Financial Professional
University of California, Santa Barbara 1979 — 1983
BA, Business / Economics
Saint Ignatius College Prep - SF 1975 — 1979
Graduate
Hunter Lloyd Hunter Lloyd's AXA Advisors Experience Financial ProfessionalAXA AdvisorsOctober 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Financial ProfessionalAXA AdvisorsOctober 2013 - Present
Texas A&M University Men's Basketball August 2011 - April 2013
Deloitte Consulting, LLP June 2012 - August 2012
Skills
Business Planning..., Estate Planning..., Tax Planning Strategies, Investment Strategies, Strategic Financial..., Succession Planning, Life Insurance Needs...
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance
AXA Advisors Financial ProfessionalAXA AdvisorsOctober 2013 - Present
Texas A&M University Men's Basketball August 2011 - April 2013
Deloitte Consulting, LLP June 2012 - August 2012
Skills
Business Planning..., Estate Planning..., Tax Planning Strategies, Investment Strategies, Strategic Financial..., Succession Planning, Life Insurance Needs...
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance
Kelly Swart's AXA Advisors Experience February 2014 - September 2015
Job Sales Analyst at CBRE
Industry Commercial Real Estate
Experience
CBRE September 2015 - Present
Texas Air National Guard August 2000 - Present
AXA Advisors February 2014 - September 2015
Texas State University Association for Latin Professionals in Finance and Accounting August 2012 - December 2012
Texas State University Student Managed Investment Fund May 2012 - December 2012
Texas State University Financial Management Association August 2011 - August 2012
Skills
Leadership, Portfolio Management, Public Speaking, Financial Analysis, Fixed Income, Microsoft Excel, Economics, Equity Research, Finance, Team Leadership, Asset Allocation, Equities, Analysis, Project Management, Military Experience, Valuation, Risk Management, Management, Fixed Income Analysis, Interpersonal Leadership, Strategic Financial..., Sales, Fixed Income Strategies, Presidency, Banking, Time Management, Retirement Planning, Personal Financial..., Financial Needs Analysis, Life Insurance, Business Succession...
Education
Texas State University-San Marcos 2010 — 2012
Bachelor's, Business Administration - Finance
CBRE September 2015 - Present
Texas Air National Guard August 2000 - Present
AXA Advisors February 2014 - September 2015
Texas State University Association for Latin Professionals in Finance and Accounting August 2012 - December 2012
Texas State University Student Managed Investment Fund May 2012 - December 2012
Texas State University Financial Management Association August 2011 - August 2012
Skills
Leadership, Portfolio Management, Public Speaking, Financial Analysis, Fixed Income, Microsoft Excel, Economics, Equity Research, Finance, Team Leadership, Asset Allocation, Equities, Analysis, Project Management, Military Experience, Valuation, Risk Management, Management, Fixed Income Analysis, Interpersonal Leadership, Strategic Financial..., Sales, Fixed Income Strategies, Presidency, Banking, Time Management, Retirement Planning, Personal Financial..., Financial Needs Analysis, Life Insurance, Business Succession...
Education
Texas State University-San Marcos 2010 — 2012
Bachelor's, Business Administration - Finance
Greg Gough, ChFC Greg Gough, ChFC's AXA Advisors Experience April 1997 - Present
Job Retirement Planning Specialist at Gough Financial Group
Industry Financial Services
Experience
AXA Advisors April 1997 - Present
Criser, Gough & Parrish 1968 - 2006
Skills
401(k), Retirement Planning, Asset Allocation, Wealth Management, Financial Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Education Savings, Risk Management, Estate Planning, Charitable Giving..., Annuities, Buy-Sell Agreements, Deferred Compensation, Employee & Executive...
Education
The American College
Chartered Financial Consultant (ChFC)
Wharton School, University of Pennsylvania
Retirement Planning Specialist
AXA Advisors April 1997 - Present
Criser, Gough & Parrish 1968 - 2006
Skills
401(k), Retirement Planning, Asset Allocation, Wealth Management, Financial Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Education Savings, Risk Management, Estate Planning, Charitable Giving..., Annuities, Buy-Sell Agreements, Deferred Compensation, Employee & Executive...
Education
The American College
Chartered Financial Consultant (ChFC)
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Seth Moore Seth Moore's AXA Advisors Experience April 2013 - June 2013
Job Plains All American
Industry Oil & Energy
Experience
Plains All American May 2015 - Present
Plains All American August 2013 - Present
AXA Advisors April 2013 - June 2013
R&S construction May 2008 - July 2008
Skills
Series 7, Energy, Energy Industry, Oil/Gas
Education
Texas Tech University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Plains All American May 2015 - Present
Plains All American August 2013 - Present
AXA Advisors April 2013 - June 2013
R&S construction May 2008 - July 2008
Skills
Series 7, Energy, Energy Industry, Oil/Gas
Education
Texas Tech University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Natalie Readhimer-West Natalie Readhimer-West's AXA Advisors Experience September 2011 - March 2012
Job Administrative
Industry Hospital & Health Care
Experience
Western Dental Services August 2012 - June 2013
AXA Advisors September 2011 - March 2012
Matsen Business Planning July 2010 - September 2011
Education
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelor of Business Administration, Marketing, GPA > 3.0
Western Dental Services August 2012 - June 2013
AXA Advisors September 2011 - March 2012
Matsen Business Planning July 2010 - September 2011
Education
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelor of Business Administration, Marketing, GPA > 3.0
Jake Bubenik, ChFC, CLU, LUTCF Jake Bubenik, ChFC, CLU, LUTCF's AXA Advisors Experience February 2014 - Present
Job Vice President, American Division at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2014 - Present
AXA Advisors June 2005 - Present
MONY December 1994 - June 2005
Skills
Select Underwriter, Series 24, Series 65, Series 7, Series 6, Series 63, Financial Needs Analysis, Charitable Giving..., Life Insurance, Investment Advisory, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Blue Valley North High School
National Honor Society
The University of Kansas
Bachelor of Science, School of Business
The University of Kansas
Bachelor of Arts, Economics
AXA Advisors February 2014 - Present
AXA Advisors June 2005 - Present
MONY December 1994 - June 2005
Skills
Select Underwriter, Series 24, Series 65, Series 7, Series 6, Series 63, Financial Needs Analysis, Charitable Giving..., Life Insurance, Investment Advisory, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Life Underwriter (CLU), Financial Planning and Services
Blue Valley North High School
National Honor Society
The University of Kansas
Bachelor of Science, School of Business
The University of Kansas
Bachelor of Arts, Economics
Aaron Anderson, MBA, CFP®, CLU®'s AXA Advisors Experience 2009 - 2010
Job Senior Investment Advisor at Private Capital Management
Industry Investment Management
Experience
Private Capital Management July 2015 - Present
CoBiz Wealth Management November 2011 - July 2015
CoBiz Financial March 2010 - November 2011
AXA Advisors 2009 - 2010
AXA Advisors 2006 - 2009
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Insurance Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter®
California Lutheran University 2010 — 2012
MBA, Financial Planning
Colorado Christian University 2003 — 2006
B.A., Communication
Private Capital Management July 2015 - Present
CoBiz Wealth Management November 2011 - July 2015
CoBiz Financial March 2010 - November 2011
AXA Advisors 2009 - 2010
AXA Advisors 2006 - 2009
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Insurance Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter®
California Lutheran University 2010 — 2012
MBA, Financial Planning
Colorado Christian University 2003 — 2006
B.A., Communication
Jason T. Meiser, ChFC, CLU's AXA Advisors Experience December 2007 - Present
Job Financial Services Professional AXA Advisors, LLC and Karr Barth Associates, Inc.
Industry Financial Services
Experience
AXA Advisors December 2007 - Present
Prudential Financial June 2006 - November 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement Income..., Insurance Planning, Strategic Financial..., Insurance Strategies, Risk Management..., Wealth Management..., Long Term Care..., Disability Insurance..., Investment Strategies, Employee Benefit..., Group Benefit Strategies
Education
The American College 2008 — 2013
ChFC, CLU, Financial Planning, Insurance
University of Hartford 2002 — 2006
BA, Philosophy
AXA Advisors December 2007 - Present
Prudential Financial June 2006 - November 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement Income..., Insurance Planning, Strategic Financial..., Insurance Strategies, Risk Management..., Wealth Management..., Long Term Care..., Disability Insurance..., Investment Strategies, Employee Benefit..., Group Benefit Strategies
Education
The American College 2008 — 2013
ChFC, CLU, Financial Planning, Insurance
University of Hartford 2002 — 2006
BA, Philosophy
Tierney Johnson's AXA Advisors Experience January 2014 - May 2014
Job Legal File Clerk at Decker Jones, P.C.
Industry Financial Services
Experience
Decker Jones, P.C. February 2015 - Present
AXA Advisors January 2014 - May 2014
Arcadia Tavern: Bar and Grille August 2011 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, QuickBooks, Facebook, Academic Achievement
Education
Texas Christian University 2013 — 2017
Bachelor's Degree, Finance, Sophomore
Xavier College Preparatory 2009 — 2013
Decker Jones, P.C. February 2015 - Present
AXA Advisors January 2014 - May 2014
Arcadia Tavern: Bar and Grille August 2011 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, QuickBooks, Facebook, Academic Achievement
Education
Texas Christian University 2013 — 2017
Bachelor's Degree, Finance, Sophomore
Xavier College Preparatory 2009 — 2013
R. Clayton Anderson R. Clayton Anderson's AXA Advisors Experience May 2014 - Present
Job Financial Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Charles Schwab October 2010 - May 2014
AXA Advisors June 2009 - August 2010
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Texas A&M University
AXA Advisors May 2014 - Present
Charles Schwab October 2010 - May 2014
AXA Advisors June 2009 - August 2010
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Texas A&M University
Kyle Kliever's AXA Advisors Experience May 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Houston Intercontinental Chamber of Commerce June 2014 - September 2014
Lifetime Fitness May 2013 - August 2013
Lifetime Fitness May 2012 - August 2013
Vector Marketing June 2011 - August 2011
Academy Sports + Outdoors October 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Business Planning, Estate Planning, Tax Planning, Investment Strategies, Strategic Financial..., Life Insurance Needs...
Education
Texas A&M University
Bachelor’s Degree, Economics
Universitat Pompeu Fabra
International Business Program in Barcelona, Spain, International Business/Trade/Commerce
AXA Advisors May 2014 - Present
Houston Intercontinental Chamber of Commerce June 2014 - September 2014
Lifetime Fitness May 2013 - August 2013
Lifetime Fitness May 2012 - August 2013
Vector Marketing June 2011 - August 2011
Academy Sports + Outdoors October 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Business Planning, Estate Planning, Tax Planning, Investment Strategies, Strategic Financial..., Life Insurance Needs...
Education
Texas A&M University
Bachelor’s Degree, Economics
Universitat Pompeu Fabra
International Business Program in Barcelona, Spain, International Business/Trade/Commerce
Christine Yem Christine Yem's AXA Advisors Experience 2009 - 2010
Job Financial Analyst | Business Analyst | Business Operations Analyst
Industry Financial Services
Experience
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
David Luczak Jr.'s AXA Advisors Experience March 2015 - Present
Job Intern at AXA Advisors
Industry
Experience
AXA Advisors March 2015 - Present
First Command Financial Services May 2014 - August 2014
Country Club Estates May 2010 - June 2013
Belltower Books August 2012 - May 2013
Gordy's Marine April 2009 - July 2012
Grand Geneva Resort & Spa December 2008 - March 2012
Skills
Human Resources, Marketing Strategy, Computer Proficiency, Economics, Strategic Leadership, Proficient Typing Skills, Teamwork, Work Ethic, Athletics, Leadership, Time Management, Social Networking, Social Media, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office
Education
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
Big Foot High School 2007 — 2011
High School Diploma
AXA Advisors March 2015 - Present
First Command Financial Services May 2014 - August 2014
Country Club Estates May 2010 - June 2013
Belltower Books August 2012 - May 2013
Gordy's Marine April 2009 - July 2012
Grand Geneva Resort & Spa December 2008 - March 2012
Skills
Human Resources, Marketing Strategy, Computer Proficiency, Economics, Strategic Leadership, Proficient Typing Skills, Teamwork, Work Ethic, Athletics, Leadership, Time Management, Social Networking, Social Media, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office
Education
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
Big Foot High School 2007 — 2011
High School Diploma
Mick Miller Mick Miller's AXA Advisors Experience 2012 - December 2013
Job Logistics at Covenant Transport
Industry Transportation/Trucking/Railroad
Experience
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Will Tipps's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
AXA Advisors June 2014 - August 2014
CG Victory June 2014 - July 2014
Clarke and Wyndham June 2013 - September 2013
Kanakuk Kamps July 2012 - August 2012
Skills
Sales, Negotiation, Real Estate, Investment Properties, Marketing, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Real Estate Development, Microsoft Word, Leadership, Residential Homes, Social Media, Teamwork, Finance, Real Estate Transactions, Property Management, Leases, Commercial Real Estate, Real Estate Economics, Selling, Research
Education
Texas A&M University 2011 — 2014
Bachelor's degree, Finance, General
AXA Advisors April 2015 - Present
AXA Advisors June 2014 - August 2014
CG Victory June 2014 - July 2014
Clarke and Wyndham June 2013 - September 2013
Kanakuk Kamps July 2012 - August 2012
Skills
Sales, Negotiation, Real Estate, Investment Properties, Marketing, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Real Estate Development, Microsoft Word, Leadership, Residential Homes, Social Media, Teamwork, Finance, Real Estate Transactions, Property Management, Leases, Commercial Real Estate, Real Estate Economics, Selling, Research
Education
Texas A&M University 2011 — 2014
Bachelor's degree, Finance, General
Collin Seale Collin Seale's AXA Advisors Experience January 2012 - May 2012
Job Independent Financial Consultant
Industry Financial Services
Experience
North Star Resource Group July 2012 - Present
William C. Connor Educational Investment Fund January 2012 - August 2012
AXA Advisors January 2012 - May 2012
Skills
Investments, Strategic Financial..., Leadership, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Retirement, Program Management, Asset Allocation, Insurance, Equities, Analysis, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, PowerPoint, Asset Management, Equity Research, Wealth Management, Series 7, Risk Management
Education
Texas Christian University
BA, Finance with an Energy Technology & Management Minor
North Star Resource Group July 2012 - Present
William C. Connor Educational Investment Fund January 2012 - August 2012
AXA Advisors January 2012 - May 2012
Skills
Investments, Strategic Financial..., Leadership, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Retirement, Program Management, Asset Allocation, Insurance, Equities, Analysis, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, PowerPoint, Asset Management, Equity Research, Wealth Management, Series 7, Risk Management
Education
Texas Christian University
BA, Finance with an Energy Technology & Management Minor
Chrissi Saldivar's AXA Advisors Experience June 2012 - August 2012
Job Revenue Analyst at Navient
Industry Financial Services
Experience
Navient April 2015 - Present
NiSource - Columbia Pipeline Group September 2013 - April 2015
NiSource - Columbia Pipeline Group May 2013 - September 2013
AXA Advisors June 2012 - August 2012
Texas Sterling Construction Co. July 2010 - January 2012
Skills
Microsoft Office, Financial Analysis, Access, Invoice Processing, Statistics, HR Policies, Customer Service, Accounts Receivable, Financial Modeling, Project Management, Management, Microsoft Word, Social Media, Salesforce.com
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Klein High School 2005 — 2009
Navient April 2015 - Present
NiSource - Columbia Pipeline Group September 2013 - April 2015
NiSource - Columbia Pipeline Group May 2013 - September 2013
AXA Advisors June 2012 - August 2012
Texas Sterling Construction Co. July 2010 - January 2012
Skills
Microsoft Office, Financial Analysis, Access, Invoice Processing, Statistics, HR Policies, Customer Service, Accounts Receivable, Financial Modeling, Project Management, Management, Microsoft Word, Social Media, Salesforce.com
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Klein High School 2005 — 2009
Jeremy B. Goldstein's AXA Advisors Experience January 1993 - June 2009
Job
Industry Financial Services
Experience
AIG Financial Netwok January 2014 - June 2015
Blue Water Financial Group/OneAmerica General Agency June 2009 - December 2013
AXA Advisors January 1993 - June 2009
Skills
Retirement Planning, 401k, Insurance, Fixed Annuities, Retirement, Strategic Financial..., Financial Services, Strategic Planning, Employee Benefits, Finance, Series 7, Life Insurance, Training, Entrepreneurship, Coaching, Business Planning, Securities, Management, Recruiting, Financial Planning
Education
Western Michigan University 1987 — 1992
Bachelor of Science (B.S.)
The American College
CHFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
AIG Financial Netwok January 2014 - June 2015
Blue Water Financial Group/OneAmerica General Agency June 2009 - December 2013
AXA Advisors January 1993 - June 2009
Skills
Retirement Planning, 401k, Insurance, Fixed Annuities, Retirement, Strategic Financial..., Financial Services, Strategic Planning, Employee Benefits, Finance, Series 7, Life Insurance, Training, Entrepreneurship, Coaching, Business Planning, Securities, Management, Recruiting, Financial Planning
Education
Western Michigan University 1987 — 1992
Bachelor of Science (B.S.)
The American College
CHFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
Allen D. Poe - AIF®, CLU® Allen D. Poe - AIF®, CLU®'s AXA Advisors Experience October 1987 - September 2002
Job Owner and CoFounder of Orion Financial,LLC
Industry Financial Services
Experience
Orion Financial, LLC October 2002 - Present
AXA Advisors October 1987 - September 2002
Aon September 1985 - January 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop
Education
The American College
CLU
University of Pennsylvania - The Wharton School
West Virginia University
Orion Financial, LLC October 2002 - Present
AXA Advisors October 1987 - September 2002
Aon September 1985 - January 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop
Education
The American College
CLU
University of Pennsylvania - The Wharton School
West Virginia University
Justin Liggitt Justin Liggitt's AXA Advisors Experience February 2003 - July 2004
Job Director, Brand Consulting at 1st Global
Industry Financial Services
Experience
1st Global July 2013 - Present
1st Global August 2011 - July 2013
1st Global April 2010 - August 2011
1st Global December 2006 - April 2009
WM Group of Funds April 2005 - May 2006
MassMutual Financial Group August 2004 - April 2005
AXA Advisors February 2003 - July 2004
Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation
Education
Texas State University 1997 — 2002
BBA, Finance
1st Global July 2013 - Present
1st Global August 2011 - July 2013
1st Global April 2010 - August 2011
1st Global December 2006 - April 2009
WM Group of Funds April 2005 - May 2006
MassMutual Financial Group August 2004 - April 2005
AXA Advisors February 2003 - July 2004
Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation
Education
Texas State University 1997 — 2002
BBA, Finance
Samantha Noonan's AXA Advisors Experience June 2015 - August 2015
Job Marketing and Communications Intern at Texas A&M University
Industry
Experience
Texas A&M University September 2015 - Present
AXA Advisors June 2015 - August 2015
The Pines Catholic Camp May 2014 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Singing, Time Management, Social Networking, Leadership, Event Planning, Positivity, Teamwork, Public Speaking, PowerPoint, Management, Discipline, Microsoft Office, Customer Service, Organization, Microsoft Excel, Microsoft Word, Social Media
Education
Texas A&M University 2013 — 2017
Texas A&M University - Mays Business School 2013 — 2017
Bachelor’s Degree
Texas A&M University September 2015 - Present
AXA Advisors June 2015 - August 2015
The Pines Catholic Camp May 2014 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Singing, Time Management, Social Networking, Leadership, Event Planning, Positivity, Teamwork, Public Speaking, PowerPoint, Management, Discipline, Microsoft Office, Customer Service, Organization, Microsoft Excel, Microsoft Word, Social Media
Education
Texas A&M University 2013 — 2017
Texas A&M University - Mays Business School 2013 — 2017
Bachelor’s Degree
Dave Odom's AXA Advisors Experience August 1996 - May 2001
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2012 - January 2014
New York Life Insurance Company June 2004 - September 2012
New York Life Insurance Company September 2003 - June 2004
New York Life Insurance Company May 2001 - September 2003
AXA Advisors August 1996 - May 2001
Education
Texas A&M University 1976 — 1980
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2012 - January 2014
New York Life Insurance Company June 2004 - September 2012
New York Life Insurance Company September 2003 - June 2004
New York Life Insurance Company May 2001 - September 2003
AXA Advisors August 1996 - May 2001
Education
Texas A&M University 1976 — 1980
Grant Boren's AXA Advisors Experience May 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Texas A&M University August 2013 - Present
Aggie Shields August 2013 - May 2015
TAMU Fish Camp April 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Time Management
Education
Texas A&M University 2012 — 2016
Bachelor’s Degree, BS Economics with minor in Business Administration
AXA Advisors May 2015 - Present
Texas A&M University August 2013 - Present
Aggie Shields August 2013 - May 2015
TAMU Fish Camp April 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Time Management
Education
Texas A&M University 2012 — 2016
Bachelor’s Degree, BS Economics with minor in Business Administration
Conway Hwang Conway Hwang's AXA Advisors Experience 2005 - August 2006
Job Senior Mortgage Loan Officer with Bank of America Home Loans NMLS ID: 621533
Industry Financial Services
Experience
Bank of America September 2006 - Present
AXA Advisors 2005 - August 2006
Skills
Mortgage Lending, Finance, Mortgage Banking, FHA, Refinance, Residential Mortgages, Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, Government Loans, Home Equity Lines of..., Non-Conforming, Home Equity Loans, Mortgage Underwriting, Real Estate Transactions, Short Sales, Foreclosures, Mortgage Servicing, Banking, Loan Servicing
Education
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelor, Finance
Bank of America September 2006 - Present
AXA Advisors 2005 - August 2006
Skills
Mortgage Lending, Finance, Mortgage Banking, FHA, Refinance, Residential Mortgages, Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, Government Loans, Home Equity Lines of..., Non-Conforming, Home Equity Loans, Mortgage Underwriting, Real Estate Transactions, Short Sales, Foreclosures, Mortgage Servicing, Banking, Loan Servicing
Education
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelor, Finance
Andrea Skill Andrea Skill's AXA Advisors Experience August 2011 - June 2012
Job Business Manager at Sewell Automotive Companies
Industry Financial Services
Experience
Sewell Automotive Companies October 2013 - Present
BBVA Compass July 2012 - September 2013
AXA Advisors August 2011 - June 2012
Skills
Investments, Marketing, Customer Service, Insurance, Retirement Planning, Series 7, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Annuities, Financial Services, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Loans, Retirement
Education
Texas A&M University 2007 — 2011
Bachelor of Science, Psychology
Sewell Automotive Companies October 2013 - Present
BBVA Compass July 2012 - September 2013
AXA Advisors August 2011 - June 2012
Skills
Investments, Marketing, Customer Service, Insurance, Retirement Planning, Series 7, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Annuities, Financial Services, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Loans, Retirement
Education
Texas A&M University 2007 — 2011
Bachelor of Science, Psychology
Chase Hammett Chase Hammett's AXA Advisors Experience July 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
US Army May 2009 - May 2015
Texas State University January 2010 - May 2014
Keller Williams Realty- Austin Properties Group April 2013 - December 2013
Education
Texas State University-San Marcos 2010 — 2014
Bachelor of Business Administration (BBA), Finance
AXA Advisors July 2014 - Present
US Army May 2009 - May 2015
Texas State University January 2010 - May 2014
Keller Williams Realty- Austin Properties Group April 2013 - December 2013
Education
Texas State University-San Marcos 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Philip Spencer Philip Spencer's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Generation Hope Laptop Program November 2013 - May 2014
Campus Special (acquired by Chegg, Inc.) April 2013 - September 2013
Skills
Sales, Team Leadership, Microsoft Office, Networking, Financial Analysis, Time Management, Public Speaking, Public Relations, Microsoft Excel, PowerPoint, Disability Insurance, College Education...
Education
Texas Christian University 2010 — 2014
B.S. Communication/Business
Anderson High School 2007 — 2010
AXA Advisors May 2014 - Present
Generation Hope Laptop Program November 2013 - May 2014
Campus Special (acquired by Chegg, Inc.) April 2013 - September 2013
Skills
Sales, Team Leadership, Microsoft Office, Networking, Financial Analysis, Time Management, Public Speaking, Public Relations, Microsoft Excel, PowerPoint, Disability Insurance, College Education...
Education
Texas Christian University 2010 — 2014
B.S. Communication/Business
Anderson High School 2007 — 2010
Jacob Lewis Jacob Lewis's AXA Advisors Experience January 2010 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
Skills
Retirement Planning, Executive Benefit..., Strategic Financial..., Buy-sell Agreements, Qualified Retirement..., Investments, Life Insurance, Securities, Key Person Insurance, Long Term Care Insurance, Fixed Annuities, Personal Financial..., Small Business, Income Protection, Investment Strategies, Asset Allocation, College Savings Plans
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist Certification, Investments and Securities
The American College 2013 — 2015
Finance and Financial Management Services
University of Saint Thomas - School of Business 2006 — 2010
BA, Finance, Economics
Maple Grove Senior High School 2003 — 2006
AXA Advisors January 2010 - Present
Skills
Retirement Planning, Executive Benefit..., Strategic Financial..., Buy-sell Agreements, Qualified Retirement..., Investments, Life Insurance, Securities, Key Person Insurance, Long Term Care Insurance, Fixed Annuities, Personal Financial..., Small Business, Income Protection, Investment Strategies, Asset Allocation, College Savings Plans
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist Certification, Investments and Securities
The American College 2013 — 2015
Finance and Financial Management Services
University of Saint Thomas - School of Business 2006 — 2010
BA, Finance, Economics
Maple Grove Senior High School 2003 — 2006
William Reagan's AXA Advisors Experience May 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Johnson & Johnson August 2011 - May 2015
United States Air Force August 2001 - August 2007
Skills
Microsoft Office, O.R. Protocol, Medical Devices, Medical Sales, Logistics Management, Military Logistics, Implants, Relationship-builder..., Strategic Communications, Goal Oriented, Team Management, Time Management, Creative Problem Solving, Surgery, Sales Process, Surgeons, Sales, Selling, Leadership, Product Development, Training, Operating Room, Team Building, Capital Equipment, Orthopedic, Sales Operations, Account Management, Product Launch, Hospitals
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.)
AXA Advisors May 2015 - Present
Johnson & Johnson August 2011 - May 2015
United States Air Force August 2001 - August 2007
Skills
Microsoft Office, O.R. Protocol, Medical Devices, Medical Sales, Logistics Management, Military Logistics, Implants, Relationship-builder..., Strategic Communications, Goal Oriented, Team Management, Time Management, Creative Problem Solving, Surgery, Sales Process, Surgeons, Sales, Selling, Leadership, Product Development, Training, Operating Room, Team Building, Capital Equipment, Orthopedic, Sales Operations, Account Management, Product Launch, Hospitals
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.)
Alison Partin Alison Partin's AXA Advisors Experience July 2008 - August 2009
Job Office Manager
Industry Construction
Experience
Coastal Access November 2007 - Present
Toys R Us August 2011 - May 2012
AXA Advisors July 2008 - August 2009
Skills
Medical Billing, Account Management, Accounts Receivable, Retail, Organization, Spanish, HR Policies
Education
Texas A&M University 2003 — 2008
Bachelor of Science (BS), Economics
Coastal Access November 2007 - Present
Toys R Us August 2011 - May 2012
AXA Advisors July 2008 - August 2009
Skills
Medical Billing, Account Management, Accounts Receivable, Retail, Organization, Spanish, HR Policies
Education
Texas A&M University 2003 — 2008
Bachelor of Science (BS), Economics
William Bailey William Bailey's AXA Advisors Experience September 2007 - February 2008
Job Chief Administrative Officer at Stream Realty Partners
Industry Commercial Real Estate
Experience
Stream Realty Partners April 2014 - Present
Stream Realty Partners, LP October 2010 - April 2014
Stream Realty Partners, L.P February 2008 - October 2010
AXA Advisors September 2007 - February 2008
Merit Energy Company June 2006 - August 2007
KPMG January 2006 - May 2006
Skills
Accounting, Property Management, Asset Management, Strategic Financial..., Management, Budgets, Commercial Real Estate, Investments, Customer Service, Asset Managment, Finance, Lease Administration, Real Estate, Leases, Tenant, Disposition, Landlords, Corporate Real Estate, Brokerage, Yardi, Lease Negotiations, Real Estate Development, Location Intelligence, Property, Real Estate Transactions, Facilities Management, Tenant Representation, Real Estate Economics, Apartments, Dispositions
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BA, Accounting
Stream Realty Partners April 2014 - Present
Stream Realty Partners, LP October 2010 - April 2014
Stream Realty Partners, L.P February 2008 - October 2010
AXA Advisors September 2007 - February 2008
Merit Energy Company June 2006 - August 2007
KPMG January 2006 - May 2006
Skills
Accounting, Property Management, Asset Management, Strategic Financial..., Management, Budgets, Commercial Real Estate, Investments, Customer Service, Asset Managment, Finance, Lease Administration, Real Estate, Leases, Tenant, Disposition, Landlords, Corporate Real Estate, Brokerage, Yardi, Lease Negotiations, Real Estate Development, Location Intelligence, Property, Real Estate Transactions, Facilities Management, Tenant Representation, Real Estate Economics, Apartments, Dispositions
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BA, Accounting
Geoffrey Calvert's AXA Advisors Experience August 2015 - Present
Job AXA Advisors Financial Professional
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Mays Business School January 2013 - August 2015
Ranger Plant Constructional Company, Inc. May 2013 - August 2014
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Information and Operations Management
Jersey Village High School 2007 — 2011
High School Diploma, Graduated Summa Cum Laude
AXA Advisors August 2015 - Present
Mays Business School January 2013 - August 2015
Ranger Plant Constructional Company, Inc. May 2013 - August 2014
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Information and Operations Management
Jersey Village High School 2007 — 2011
High School Diploma, Graduated Summa Cum Laude
Evan O'Brien Evan O'Brien's AXA Advisors Experience July 2013 - May 2014
Job Regional Advisory Consultant, Advisor Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. May 2014 - Present
AXA Advisors July 2013 - May 2014
Skills
Estate Planning, Financial Analysis, Management, Financial Planners, Networking, Series 7, Financial Advisory, Investments, Asset Management, Finance, Mutual Funds, Series 63, Securities, Fixed Income, Financial Planning
Education
Texas State University 2009 — 2013
Bachelor's Degree, Finance
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Advisors Asset Management, Inc. May 2014 - Present
AXA Advisors July 2013 - May 2014
Skills
Estate Planning, Financial Analysis, Management, Financial Planners, Networking, Series 7, Financial Advisory, Investments, Asset Management, Finance, Mutual Funds, Series 63, Securities, Fixed Income, Financial Planning
Education
Texas State University 2009 — 2013
Bachelor's Degree, Finance
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Nathan Hickman Nathan Hickman's AXA Advisors Experience June 2014 - October 2014
Job Data Entry Specialist at alliantgroup
Industry Financial Services
Experience
alliantgroup December 2014 - Present
AXA Advisors June 2014 - October 2014
Texas State University August 2011 - August 2014
Skills
Texas Insurance License, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS Statistics, Customer Service, PowerPoint, English, Research, Windows, Dependable Team Player, Critical Thinking, Always Punctual, Goal Oriented, Motivated Self-Starter, SPSS, Social Networking
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Science (B.S.)
alliantgroup December 2014 - Present
AXA Advisors June 2014 - October 2014
Texas State University August 2011 - August 2014
Skills
Texas Insurance License, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS Statistics, Customer Service, PowerPoint, English, Research, Windows, Dependable Team Player, Critical Thinking, Always Punctual, Goal Oriented, Motivated Self-Starter, SPSS, Social Networking
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Science (B.S.)
Christopher J. Davenport Christopher J. Davenport's AXA Advisors Experience May 2006 - May 2008
Job An Employee Benefit should not be an Employer's Burden. By simplifying administration, we expand benefits within budgets
Industry Human Resources
Experience
MetLife October 2010 - Present
Chase June 2009 - September 2010
The Hartford May 2008 - June 2009
AXA Advisors May 2006 - May 2008
Skills
Insurance, Employee Benefits, Investments, Finance, Sales, Securities, Management, Estate Planning, Investment Strategies, Financial Analysis, Customer Service, Marketing Strategy, Life Insurance, Strategic Planning, Leadership, Sales Management, Retirement Planning, Portfolio Management, Access
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance, Economics
MetLife October 2010 - Present
Chase June 2009 - September 2010
The Hartford May 2008 - June 2009
AXA Advisors May 2006 - May 2008
Skills
Insurance, Employee Benefits, Investments, Finance, Sales, Securities, Management, Estate Planning, Investment Strategies, Financial Analysis, Customer Service, Marketing Strategy, Life Insurance, Strategic Planning, Leadership, Sales Management, Retirement Planning, Portfolio Management, Access
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance, Economics
Scott Summerford Scott Summerford's AXA Advisors Experience 1999 - 2000
Job Senior Investment Strategist at Wells Fargo Wealth Management, Senior Vice President
Industry Investment Management
Experience
Wells Fargo Wealth Management August 2008 - Present
1st Global October 2000 - August 2008
AXA Advisors 1999 - 2000
Dean, Jacobson Financial Services, LLC 1995 - 1999
Toombs, Hall and Foster, LLP 1992 - 1995
Arthur Andersen, LLP 1991 - 1992
Skills
Asset Allocation, Equities, Securities, Hedge Funds, Wealth Management, Investments, Fixed Income, Portfolio Optimization, Risk Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1988 — 1990
MSA, Taxation
Texas Tech University 1984 — 1988
BBA Accounting, Accounting
Wells Fargo Wealth Management August 2008 - Present
1st Global October 2000 - August 2008
AXA Advisors 1999 - 2000
Dean, Jacobson Financial Services, LLC 1995 - 1999
Toombs, Hall and Foster, LLP 1992 - 1995
Arthur Andersen, LLP 1991 - 1992
Skills
Asset Allocation, Equities, Securities, Hedge Funds, Wealth Management, Investments, Fixed Income, Portfolio Optimization, Risk Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1988 — 1990
MSA, Taxation
Texas Tech University 1984 — 1988
BBA Accounting, Accounting
Brittni Henderson Brittni Henderson's AXA Advisors Experience 2012 - 2013
Job Senior Human Resources Associate at ISN
Industry Human Resources
Experience
ISN October 2014 - Present
AutoNation February 2013 - October 2014
AXA Advisors 2012 - 2013
Blanc & Otus 2010 - 2011
Skills
Microsoft Office, iCIMS, ADP Payroll, EV5, InDesign, Social Media, Human Resources, Recruiting, Corporate Recruiting, Employee Relations, Employee Benefits, Technical Writing, Fashion, Interviews, Training, Customer Satisfaction, Customer Service, Management, Sales, Team Building, Leadership
Education
Texas Tech University 2007 — 2011
Bachelor's degree, Communication and Media Studies
ISN October 2014 - Present
AutoNation February 2013 - October 2014
AXA Advisors 2012 - 2013
Blanc & Otus 2010 - 2011
Skills
Microsoft Office, iCIMS, ADP Payroll, EV5, InDesign, Social Media, Human Resources, Recruiting, Corporate Recruiting, Employee Relations, Employee Benefits, Technical Writing, Fashion, Interviews, Training, Customer Satisfaction, Customer Service, Management, Sales, Team Building, Leadership
Education
Texas Tech University 2007 — 2011
Bachelor's degree, Communication and Media Studies
Jessica Velazquez Jessica Velazquez's AXA Advisors Experience August 2011 - August 2012
Job Lead Senior Corporate Accountant at Chama Gaucha Brazilian Steakhouse
Industry Financial Services
Experience
Chama Gaucha Brazilian Steakhouse, Inc. March 2015 - Present
Haven for Hope January 2014 - February 2015
Planto Roe Financial Services September 2012 - 2013
AXA Advisors August 2011 - August 2012
Private Financial Services January 2011 - July 2011
Private Financial Services February 2010 - December 2010
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Series 63, Wealth Management, Securities, Asset Allocation, Life Insurance, Financial Services, Employee Benefits, Finance, Estate Planning, Financial Planning
Education
The University of Texas at San Antonio 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Del Rio High School
Chama Gaucha Brazilian Steakhouse, Inc. March 2015 - Present
Haven for Hope January 2014 - February 2015
Planto Roe Financial Services September 2012 - 2013
AXA Advisors August 2011 - August 2012
Private Financial Services January 2011 - July 2011
Private Financial Services February 2010 - December 2010
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Series 63, Wealth Management, Securities, Asset Allocation, Life Insurance, Financial Services, Employee Benefits, Finance, Estate Planning, Financial Planning
Education
The University of Texas at San Antonio 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Del Rio High School
Cheryl Swanson Cheryl Swanson's AXA Advisors Experience November 2008 - September 2011
Job Building brands, creating value, and supporting revenue objectives with program or business development
Industry Management Consulting
Experience
Professional Consulting Services, LLC 2011 - Present
AXA Advisors November 2008 - September 2011
The Alternative Board (Worldwide) April 2003 - May 2008
Consultant to KeyBank 2001 - 2003
KeyBank 1998 - 2001
National City Bank 1996 - 1998
Forrest T. Jones 1993 - 1996
Lifedata Medical Services, Inc. 1992 - 1993
CNA Insurance 1990 - 1992
The Austin Company 1989 - 1990
Skills
Strategic Partnerships, Strategic Planning, Strategy, Business Planning, Small Business, Recruiting, Marketing Strategy, Human Resources, Entrepreneurship, Leadership Development, Sales, Franchising, Financial Analysis, Business Strategy, Change Management, Workshop Facilitation, Performance Improvement, Employee Benefits, Business Analysis, Preparing Business Cases, Cold Calling, Department..., Employee Relations, Talent Management, Department Budgeting, Outsourced HR Services, Fact Finding, Interviewing Skills, Employee Management, Client Presentation, Strategic Policy..., Brand Equity Development, Marketing Analytics, Content Marketing, People Development, Writing, Human Resource Planning, DISC, Executive Benefit..., Business Networking, Non-profits, Consultative Sales, Product Innovation, Scalability, Qualitative Research, Marketing Research, Integrated Marketing...
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Broadcast Journalism; Specialization (similar to 'minor') in Consumer Economics & Psych, 3.4/4.0 with honors
The American College 1993 — 1996
Fellow of Life Management Institute, LOMA Business Program, 4.0 With Distinction
Professional Consulting Services, LLC 2011 - Present
AXA Advisors November 2008 - September 2011
The Alternative Board (Worldwide) April 2003 - May 2008
Consultant to KeyBank 2001 - 2003
KeyBank 1998 - 2001
National City Bank 1996 - 1998
Forrest T. Jones 1993 - 1996
Lifedata Medical Services, Inc. 1992 - 1993
CNA Insurance 1990 - 1992
The Austin Company 1989 - 1990
Skills
Strategic Partnerships, Strategic Planning, Strategy, Business Planning, Small Business, Recruiting, Marketing Strategy, Human Resources, Entrepreneurship, Leadership Development, Sales, Franchising, Financial Analysis, Business Strategy, Change Management, Workshop Facilitation, Performance Improvement, Employee Benefits, Business Analysis, Preparing Business Cases, Cold Calling, Department..., Employee Relations, Talent Management, Department Budgeting, Outsourced HR Services, Fact Finding, Interviewing Skills, Employee Management, Client Presentation, Strategic Policy..., Brand Equity Development, Marketing Analytics, Content Marketing, People Development, Writing, Human Resource Planning, DISC, Executive Benefit..., Business Networking, Non-profits, Consultative Sales, Product Innovation, Scalability, Qualitative Research, Marketing Research, Integrated Marketing...
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Broadcast Journalism; Specialization (similar to 'minor') in Consumer Economics & Psych, 3.4/4.0 with honors
The American College 1993 — 1996
Fellow of Life Management Institute, LOMA Business Program, 4.0 With Distinction
Daniel Hoerster Daniel Hoerster's AXA Advisors Experience 2011 - 2012
Job Assistant Property Manager at Regency Centers
Industry Real Estate
Experience
Regency Centers January 2013 - Present
Oxford Partners May 2012 - August 2012
Tarantino Properties August 2012 - 2012
AXA Advisors 2011 - 2012
University Title Company 2009 - 2009
Acrotex 1999 - 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Negotiation, Mediation, Dispute Resolution, Research, Microsoft Excel, Commercial Real Estate
Education
Texas A&M University 2006 — 2011
Bachelor of science, Agriculture Economics
Liberty Hill High School
Regency Centers January 2013 - Present
Oxford Partners May 2012 - August 2012
Tarantino Properties August 2012 - 2012
AXA Advisors 2011 - 2012
University Title Company 2009 - 2009
Acrotex 1999 - 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Negotiation, Mediation, Dispute Resolution, Research, Microsoft Excel, Commercial Real Estate
Education
Texas A&M University 2006 — 2011
Bachelor of science, Agriculture Economics
Liberty Hill High School
Josephus Howard Josephus Howard's AXA Advisors Experience May 2003 - January 2004
Job Assistant Vice President Commercial Relationship Manager at Frost Bank
Industry Banking
Experience
Frost Bank October 2011 - Present
Frost Bank August 2010 - November 2011
City of Columbia, SC June 2007 - July 2010
The Palmetto Bank June 2004 - June 2007
AXA Advisors May 2003 - January 2004
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Loans, Management, Small Business, Investments, Small Business Lending, Consumer Lending, Sales, Strategic Planning, CRM, Underwriting
Education
University of South Carolina-Columbia 1999 — 2003
Texas Tech University 1996 — 1999
BS, Business Administration
Frost Bank October 2011 - Present
Frost Bank August 2010 - November 2011
City of Columbia, SC June 2007 - July 2010
The Palmetto Bank June 2004 - June 2007
AXA Advisors May 2003 - January 2004
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Loans, Management, Small Business, Investments, Small Business Lending, Consumer Lending, Sales, Strategic Planning, CRM, Underwriting
Education
University of South Carolina-Columbia 1999 — 2003
Texas Tech University 1996 — 1999
BS, Business Administration
James M. Springer James M. Springer's AXA Advisors Experience January 1999 - June 2006
Job Office Management and Administrative Support Pro
Industry Executive Office
Experience
Deloitte Touche Tohmatsu Limited April 2011 - Present
MMC May 2008 - April 2011
Centennial Medical Center July 2006 - May 2009
Nissan North America July 2006 - February 2008
AXA Advisors January 1999 - June 2006
Skills
Administrative..., Community Engagement, Public Speaking, Event Planning, Microsoft Excel, Social Media, PowerPoint, Outlook, Microsoft Office, Event Management, Non-profits
Education
Tennessee State University
Deloitte Touche Tohmatsu Limited April 2011 - Present
MMC May 2008 - April 2011
Centennial Medical Center July 2006 - May 2009
Nissan North America July 2006 - February 2008
AXA Advisors January 1999 - June 2006
Skills
Administrative..., Community Engagement, Public Speaking, Event Planning, Microsoft Excel, Social Media, PowerPoint, Outlook, Microsoft Office, Event Management, Non-profits
Education
Tennessee State University
Matt Bourneuf Matt Bourneuf's AXA Advisors Experience May 2004 - November 2007
Job Student
Industry Hospital & Health Care
Experience
JPMorgan Chase September 2009 - May 2010
Banc of America Investments December 2007 - August 2009
AXA Advisors May 2004 - November 2007
Education
Texas A&M University 2000 — 2004
B.S., Economics
JPMorgan Chase September 2009 - May 2010
Banc of America Investments December 2007 - August 2009
AXA Advisors May 2004 - November 2007
Education
Texas A&M University 2000 — 2004
B.S., Economics
Dustin Mangone's AXA Advisors Experience January 2004 - May 2005
Job Director of Investment Advisory Services at PPC LOAN
Industry Financial Services
Experience
PPC LOAN May 2005 - Present
AXA Advisors January 2004 - May 2005
Journeys May 2003 - December 2003
Skills
Acquisitions, Mergers, Insurance, Customer Service, Financial Analysis, Sales, Business Development, Mergers & Acquisitions, Loans, Retirement Planning, Finance, Credit, Asset Allocation, Strategic Financial..., Financial Modeling, Financial Planning, Investments, Management
Education
Texas A&M University 1998 — 2003
BBA, Marketing with a background in Finance
PPC LOAN May 2005 - Present
AXA Advisors January 2004 - May 2005
Journeys May 2003 - December 2003
Skills
Acquisitions, Mergers, Insurance, Customer Service, Financial Analysis, Sales, Business Development, Mergers & Acquisitions, Loans, Retirement Planning, Finance, Credit, Asset Allocation, Strategic Financial..., Financial Modeling, Financial Planning, Investments, Management
Education
Texas A&M University 1998 — 2003
BBA, Marketing with a background in Finance
Benjamin R. Beecher, CFP® Benjamin R. Beecher, CFP®'s AXA Advisors Experience March 2001 - March 2002
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA March 2005 - Present
LPL Financial March 2002 - March 2005
AXA Advisors March 2001 - March 2002
Education
The American College
Master of Science (M.S.), Financial Services
University of Utah
Bachelor of Science (B.S.), Mathematics
USAA March 2005 - Present
LPL Financial March 2002 - March 2005
AXA Advisors March 2001 - March 2002
Education
The American College
Master of Science (M.S.), Financial Services
University of Utah
Bachelor of Science (B.S.), Mathematics
Ron Fox Ron Fox's AXA Advisors Experience January 1979 - Present
Job Financial Consultant at AXA Advisors,LLC
Industry Financial Services
Experience
AXA Advisors January 1979 - Present
Skills
Retirement Planning, Investment Strategies, Wealth Preservation, Wealth Accumulation, Life Insurance planning
Education
Tennessee Wesleyan College 1967 — 1971
Bachelor of Science (B.S.), Accounting and Political Science
University of TN 1969 — 1970
AXA Advisors January 1979 - Present
Skills
Retirement Planning, Investment Strategies, Wealth Preservation, Wealth Accumulation, Life Insurance planning
Education
Tennessee Wesleyan College 1967 — 1971
Bachelor of Science (B.S.), Accounting and Political Science
University of TN 1969 — 1970
Charlotte Stellwagen Charlotte Stellwagen's AXA Advisors Experience September 1985 - November 1997
Job Pres, Stellwagen Financial Services, Inc.
Industry Financial Services
Experience
Stellwagen Financial Services, Inc. October 1985 - Present
Horner Townsend and Kent, Inc. September 1997 - December 2010
AXA Advisors September 1985 - November 1997
York Tape and Label, Inc 1980 - 1985
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Insurance, Investments, Disability Insurance, 401k, Financial Planners, Long-term Care, IRAs, Securities, Small Business, Health Insurance, Employee Benefits, Portfolio Management, Entrepreneurship, Financial Advisory, Life Insurance, Term Life Insurance, Underwriting, Investment Advisory, Critical Illness, Finance, Strategic Planning, FINRA, Mutual Funds, Strategy, Bonds
Education
The American College 1985 — 1990
ChFC, Tax Planning, Estate Planning, Insurance, Group Benefits, Financial Planning
West Chester University of Pennsylvania 1974 — 1978
BS, Criminal Law
Stellwagen Financial Services, Inc. October 1985 - Present
Horner Townsend and Kent, Inc. September 1997 - December 2010
AXA Advisors September 1985 - November 1997
York Tape and Label, Inc 1980 - 1985
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Insurance, Investments, Disability Insurance, 401k, Financial Planners, Long-term Care, IRAs, Securities, Small Business, Health Insurance, Employee Benefits, Portfolio Management, Entrepreneurship, Financial Advisory, Life Insurance, Term Life Insurance, Underwriting, Investment Advisory, Critical Illness, Finance, Strategic Planning, FINRA, Mutual Funds, Strategy, Bonds
Education
The American College 1985 — 1990
ChFC, Tax Planning, Estate Planning, Insurance, Group Benefits, Financial Planning
West Chester University of Pennsylvania 1974 — 1978
BS, Criminal Law
David Shogren David Shogren's AXA Advisors Experience December 2004 - June 2005
Job Regional Recruiting Director
Industry Staffing and Recruiting
Experience
Interim Physicians, LLC July 2015 - Present
NurseCore February 2015 - May 2015
Cross Country Staffing January 2014 - November 2014
TIVA HealthCare, Inc. December 2011 - January 2014
Mint Physician Staffing December 2009 - September 2011
Staff Care July 2005 - December 2009
AXA Advisors December 2004 - June 2005
Skills
Talent Acquisition, Cold Calling, Temporary Staffing, Sourcing, Recruiting, Onboarding, Training, Mentoring, Leadership, Management, Hospitals, Physicians, Healthcare, Employee Relations, Staffing Services, Temporary Placement, Customer Service, Team Building, Internet Recruiting, Interviews, Contract Recruitment, College Recruiting, Permanent Placement, Executive Search, Screening Resumes, Benefits Negotiation, Hiring
Education
Texas Christian University 2001 — 2004
BS, Economics
Interim Physicians, LLC July 2015 - Present
NurseCore February 2015 - May 2015
Cross Country Staffing January 2014 - November 2014
TIVA HealthCare, Inc. December 2011 - January 2014
Mint Physician Staffing December 2009 - September 2011
Staff Care July 2005 - December 2009
AXA Advisors December 2004 - June 2005
Skills
Talent Acquisition, Cold Calling, Temporary Staffing, Sourcing, Recruiting, Onboarding, Training, Mentoring, Leadership, Management, Hospitals, Physicians, Healthcare, Employee Relations, Staffing Services, Temporary Placement, Customer Service, Team Building, Internet Recruiting, Interviews, Contract Recruitment, College Recruiting, Permanent Placement, Executive Search, Screening Resumes, Benefits Negotiation, Hiring
Education
Texas Christian University 2001 — 2004
BS, Economics
Adam Harvey, CFP® Adam Harvey, CFP®'s AXA Advisors Experience April 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
AXA Advisors April 2004 - Present
Skills
Estate Planning, Strategic Financial..., Investment Advisory, Insurance, Financial Advisory, Securities, Asset Allocation, Investment Strategies, Investment Management, Retirement Planning, Wealth Management, Investments, 401k, IRAs, Wealth Accumulation, Portfolio Management, Asset Managment, Disability Insurance, Personal Finance, Qualified Retirement..., Income Protection, Alternative Investments, Critical Illness, Inheritance Tax Planning, Mutual Funds
Education
The American College 2005 — 2008
Coursework for CFP and CLU designations
Western Washington University 2000 — 2003
Bachelor of Arts, Business Administration with a concentration in Finance
AXA Advisors April 2004 - Present
Skills
Estate Planning, Strategic Financial..., Investment Advisory, Insurance, Financial Advisory, Securities, Asset Allocation, Investment Strategies, Investment Management, Retirement Planning, Wealth Management, Investments, 401k, IRAs, Wealth Accumulation, Portfolio Management, Asset Managment, Disability Insurance, Personal Finance, Qualified Retirement..., Income Protection, Alternative Investments, Critical Illness, Inheritance Tax Planning, Mutual Funds
Education
The American College 2005 — 2008
Coursework for CFP and CLU designations
Western Washington University 2000 — 2003
Bachelor of Arts, Business Administration with a concentration in Finance
Adam Piper Adam Piper's AXA Advisors Experience May 2005 - July 2006
Job
Industry Financial Services
Experience
Edward Jones July 2006 - Present
AXA Advisors May 2005 - July 2006
Skills
Investments, Retirement Planning, Wealth Preservation, Wealth Transfer, Financial Analysis, Wealth Management, Insurance, Investment Advisory
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones July 2006 - Present
AXA Advisors May 2005 - July 2006
Skills
Investments, Retirement Planning, Wealth Preservation, Wealth Transfer, Financial Analysis, Wealth Management, Insurance, Investment Advisory
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance
Marcelo Castaneda Marcelo Castaneda's AXA Advisors Experience April 2007 - May 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
AXA Advisors April 2007 - May 2011
Inspire Financial Group August 2004 - March 2007
Skills
Sales, Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Strategic Financial..., 401k, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services, Securities, Asset Management, Estate Planning, Financial Modeling, Investment Strategies, Financial Analysis
Education
Texas State University-San Marcos 1997 — 2000
BA in Mass Communication
University of Missouri-Columbia 1991 — 1993
Clark High School 1987 — 1991
Charles Schwab May 2011 - Present
AXA Advisors April 2007 - May 2011
Inspire Financial Group August 2004 - March 2007
Skills
Sales, Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Strategic Financial..., 401k, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services, Securities, Asset Management, Estate Planning, Financial Modeling, Investment Strategies, Financial Analysis
Education
Texas State University-San Marcos 1997 — 2000
BA in Mass Communication
University of Missouri-Columbia 1991 — 1993
Clark High School 1987 — 1991
Nikki Lehmann Nikki Lehmann's AXA Advisors Experience March 2006 - September 2007
Job Office Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Jim Vacek's AXA Advisors Experience November 2001 - Present
Job Financial Services
Industry Financial Services
Experience
AXA Advisors November 2001 - Present
Education
Texas A&M University 1986 — 1991
AXA Advisors November 2001 - Present
Education
Texas A&M University 1986 — 1991
Clark Edlund, CAIA's AXA Advisors Experience 2004 - 2006
Job Senior Investment Advisor at ZT Wealth
Industry Investment Management
Experience
ZT Wealth December 2013 - Present
Absolute Private Wealth Management LLC September 2010 - November 2013
Titan Portfolio Partners January 2009 - August 2011
LPL Financial 2008 - 2008
Advanced Financial Services July 2006 - December 2007
AXA Advisors 2004 - 2006
Skills
Alternative Investments, Managed Futures, Portfolio Management, Investment Strategies, Investment Advisory, Asset Allocation
Education
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Economics
ZT Wealth December 2013 - Present
Absolute Private Wealth Management LLC September 2010 - November 2013
Titan Portfolio Partners January 2009 - August 2011
LPL Financial 2008 - 2008
Advanced Financial Services July 2006 - December 2007
AXA Advisors 2004 - 2006
Skills
Alternative Investments, Managed Futures, Portfolio Management, Investment Strategies, Investment Advisory, Asset Allocation
Education
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Economics
Corey Holliman, CFP®'s AXA Advisors Experience December 2012 - June 2014
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
AXA Advisors December 2012 - June 2014
Skills
Personal Finance, Financial Planners, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Asset Allocation, Investments, Asset Managment, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning
Education
Texas Tech University 2001 — 2008
B.S. Math, M.S. Personal Financial Planning, MBA
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Creative Planning Inc. July 2014 - Present
AXA Advisors December 2012 - June 2014
Skills
Personal Finance, Financial Planners, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Asset Allocation, Investments, Asset Managment, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning
Education
Texas Tech University 2001 — 2008
B.S. Math, M.S. Personal Financial Planning, MBA
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Katherine Niederer's AXA Advisors Experience May 2007 - February 2008
Job Event Coordinator
Industry Events Services
Experience
The Country Abbey March 2008 - Present
AXA Advisors May 2007 - February 2008
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
The Country Abbey March 2008 - Present
AXA Advisors May 2007 - February 2008
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Marc Deer's AXA Advisors Experience May 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
Blue Baker June 2002 - April 2013
Bank of America February 2000 - May 2002
Skills
Budgets, Team Building, Leadership, Retirement, Customer Service, Sales Management, Team Leadership
Education
Texas A&M University 1996 — 2000
Bachelor of Science, Economics
AXA Advisors May 2013 - Present
Blue Baker June 2002 - April 2013
Bank of America February 2000 - May 2002
Skills
Budgets, Team Building, Leadership, Retirement, Customer Service, Sales Management, Team Leadership
Education
Texas A&M University 1996 — 2000
Bachelor of Science, Economics
Ronald Jackson's AXA Advisors Experience March 2004 - December 2007
Job Passionate Financial Services Professional helping families and businesses develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC November 2012 - Present
R J Financial Group, LLC January 2001 - Present
Miami Valley Fair Housing Center, Inc. 2010 - 2015
Revival Center Ministries, Int. January 2008 - March 2010
AXA Advisors March 2004 - December 2007
Key Bank December 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs
Education
Tennessee State University 1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General
Robert W Groves High School 1979 — 1983
Diploma, General
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC November 2012 - Present
R J Financial Group, LLC January 2001 - Present
Miami Valley Fair Housing Center, Inc. 2010 - 2015
Revival Center Ministries, Int. January 2008 - March 2010
AXA Advisors March 2004 - December 2007
Key Bank December 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs
Education
Tennessee State University 1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General
Robert W Groves High School 1979 — 1983
Diploma, General
Scott Killion, MBA's AXA Advisors Experience May 2006 - August 2006
Job Manager Decision Support at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Eric C. Kordsmeier, CFP® AEP®'s AXA Advisors Experience January 2002 - February 2005
Job Director Financial & Estate Planning at Frontier Investments
Industry Investment Management
Experience
Frontier Investment Management Co. October 2011 - Present
Morgan Keegan February 2005 - October 2011
AXA Advisors January 2002 - February 2005
Orange Lake Resort 2000 - 2001
Arthur Andersen & Co. LLP 1995 - 1999
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Management, Employee Benefits, Finance, Certified Financial..., Tax, Accounting, Life Insurance, Management, Business Planning, Series 7, Income Tax, Asset Allocation, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management
Education
The American College 2011 — 2011
Accredited Estate Planner, Estate Planning
University of Central Arkansas 2003 — 2004
MBA
University of Arkansas at Fayetteville 1991 — 1995
BSBA - Accounting, Walton College of Business
Frontier Investment Management Co. October 2011 - Present
Morgan Keegan February 2005 - October 2011
AXA Advisors January 2002 - February 2005
Orange Lake Resort 2000 - 2001
Arthur Andersen & Co. LLP 1995 - 1999
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Management, Employee Benefits, Finance, Certified Financial..., Tax, Accounting, Life Insurance, Management, Business Planning, Series 7, Income Tax, Asset Allocation, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management
Education
The American College 2011 — 2011
Accredited Estate Planner, Estate Planning
University of Central Arkansas 2003 — 2004
MBA
University of Arkansas at Fayetteville 1991 — 1995
BSBA - Accounting, Walton College of Business
Jay Marturano,CLU,ChFC,CIS,LUTCF's AXA Advisors Experience August 1995 - December 2009
Job Owner at Lion Street
Industry Financial Services
Experience
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Nikki (Tacker) Becker's AXA Advisors Experience January 2007 - July 2009
Job Financial Advisor at Redwood Financial
Industry Financial Services
Experience
Redwood Financial January 2013 - Present
Community Trust Bank March 2011 - January 2013
Chase February 2010 - March 2011
self July 2009 - January 2010
AXA Advisors January 2007 - July 2009
Skills
Finance, Retirement Planning, Insurance, Marketing, Investments, Employee Benefits
Education
Texas A&M University 2003 — 2006
BS, Sports Management
Redwood Financial January 2013 - Present
Community Trust Bank March 2011 - January 2013
Chase February 2010 - March 2011
self July 2009 - January 2010
AXA Advisors January 2007 - July 2009
Skills
Finance, Retirement Planning, Insurance, Marketing, Investments, Employee Benefits
Education
Texas A&M University 2003 — 2006
BS, Sports Management
Becky Mears's AXA Advisors Experience May 1999 - April 2000
Job Financial Services Channel Account Manager
Industry Financial Services
Experience
Dell May 2014 - Present
Dell May 2000 - April 2014
Ambit Energy January 2013 - Present
AXA Advisors May 1999 - April 2000
Guaranty Bank May 1997 - April 1999
Skills
Salesforce.com, Solution Selling, SaaS, Direct Sales, Enterprise Software, Sales Process, Forecasting, Cold Calling, Sales Presentations, Partner Management, Channel, Strategic Partnerships, Lead Generation, Managed Services, Business Development, Finance, Channel Partners, Sales, Strategic Financial..., Professional Services, Storage, Marketing, Cloud Computing, CRM, Software Industry, Financial Services, Strategy, Selling, Competitive Analysis
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Christian University - M.J. Neeley School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Dell May 2014 - Present
Dell May 2000 - April 2014
Ambit Energy January 2013 - Present
AXA Advisors May 1999 - April 2000
Guaranty Bank May 1997 - April 1999
Skills
Salesforce.com, Solution Selling, SaaS, Direct Sales, Enterprise Software, Sales Process, Forecasting, Cold Calling, Sales Presentations, Partner Management, Channel, Strategic Partnerships, Lead Generation, Managed Services, Business Development, Finance, Channel Partners, Sales, Strategic Financial..., Professional Services, Storage, Marketing, Cloud Computing, CRM, Software Industry, Financial Services, Strategy, Selling, Competitive Analysis
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Christian University - M.J. Neeley School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Kenneth Barnett's AXA Advisors Experience May 2010 - December 2010
Job Former Field Representative & Director of Field Training
Industry Financial Services
Experience
Peachtree Planning North October 2011 - October 2013
Peachtree Planning North October 2011 - October 2013
AXA Advisors May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors July 2005 - December 2007
AXA Advisors January 2001 - June 2005
AXA Advisors May 1995 - December 2000
AXA Advisors April 1992 - December 2000
Skills
Project Planning, Training, Public Speaking, Finance, Estate Planning, Selling, Sales Management, Team Building, Business Planning, Marketing, Insurance, Management, Property & Casualty..., Human Resources, Staff Development, Business Development, Employee Training, Series 7, Leadership, 401k, Financial Advisory, Time Management, Financial Planners, Retirement Planning, Program Management, Coaching, Financial Services, Wealth Management, Outlook, E-Learning, Sales
Education
The American College
ChFC
The University of Texas at Austin
Bachelor of Arts (B.A.), Middle Eastern & European History
Peachtree Planning North October 2011 - October 2013
Peachtree Planning North October 2011 - October 2013
AXA Advisors May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors July 2005 - December 2007
AXA Advisors January 2001 - June 2005
AXA Advisors May 1995 - December 2000
AXA Advisors April 1992 - December 2000
Skills
Project Planning, Training, Public Speaking, Finance, Estate Planning, Selling, Sales Management, Team Building, Business Planning, Marketing, Insurance, Management, Property & Casualty..., Human Resources, Staff Development, Business Development, Employee Training, Series 7, Leadership, 401k, Financial Advisory, Time Management, Financial Planners, Retirement Planning, Program Management, Coaching, Financial Services, Wealth Management, Outlook, E-Learning, Sales
Education
The American College
ChFC
The University of Texas at Austin
Bachelor of Arts (B.A.), Middle Eastern & European History
Tim Hatcher's AXA Advisors Experience June 2007 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
USMC 1996 - 2002
Skills
Investments, Small Business, Finance, Securities, Financial Advisory, Investment Advisory, Tax, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Estate Planning
Education
Texas Christian University 2005 — 2006
Entreprenurial Management, Business Administration, Management and Operations
AXA Advisors June 2007 - Present
USMC 1996 - 2002
Skills
Investments, Small Business, Finance, Securities, Financial Advisory, Investment Advisory, Tax, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Estate Planning
Education
Texas Christian University 2005 — 2006
Entreprenurial Management, Business Administration, Management and Operations
Christopher Ashe's AXA Advisors Experience June 2008 - Present
Job Associate of The Business Strategies Group of Illinois, a division of AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2008 - Present
Education
The American College 2011 — 2013
University of Illinois at Urbana-Champaign 2004 — 2008
AXA Advisors June 2008 - Present
Education
The American College 2011 — 2013
University of Illinois at Urbana-Champaign 2004 — 2008
Glenn Tarter's AXA Advisors Experience September 1979 - June 2004
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC June 2005 - Present
AXA Advisors September 1979 - June 2004
Skills
Wealth Accumulation, Strategic Planning, Retirement, Sales, Marketing Strategy, Life Insurance, Retirement Planning, Fixed Annuities, Series 63, Business Development, IRAs
Education
The American College 1992 — 1995
CLU, ChFC, Insurance and Financial Services
University of Illinois at Chicago 1972 — 1976
BS, Management
Allstate Financial Services, LLC June 2005 - Present
AXA Advisors September 1979 - June 2004
Skills
Wealth Accumulation, Strategic Planning, Retirement, Sales, Marketing Strategy, Life Insurance, Retirement Planning, Fixed Annuities, Series 63, Business Development, IRAs
Education
The American College 1992 — 1995
CLU, ChFC, Insurance and Financial Services
University of Illinois at Chicago 1972 — 1976
BS, Management
Courtney McGill's AXA Advisors Experience October 2008 - May 2009
Job Manager, Tax Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
Marc Thal's AXA Advisors Experience July 1974 - Present
Job Senior Vice President at Karr Barth Associates Inc.
Industry Financial Services
Experience
Karr Barth Associates Inc. 1995 - Present
AXA Advisors July 1974 - Present
Skills
Retirement Planning, Investment Strategies, Risk Management, Insurance Strategies, IRA Strategies, Financial Advisory...
Education
Temple University 1968 — 1972
B.A., Political Science and Government
Central high 1964 — 1968
The American College
ChFC , CLU, Financial Planning and Services
Karr Barth Associates Inc. 1995 - Present
AXA Advisors July 1974 - Present
Skills
Retirement Planning, Investment Strategies, Risk Management, Insurance Strategies, IRA Strategies, Financial Advisory...
Education
Temple University 1968 — 1972
B.A., Political Science and Government
Central high 1964 — 1968
The American College
ChFC , CLU, Financial Planning and Services
Carie Heckler's AXA Advisors Experience September 2005 - February 2009
Job Chief Compliance Officer at Lion Street Financial, LLC
Industry Financial Services
Experience
Lion Street Financial, LLC November 2012 - Present
WFG Advisors, LP November 2009 - December 2011
AXA Advisors September 2005 - February 2009
AXA Advisors June 2002 - September 2005
Texas State Securities Board May 2000 - June 2002
Skills
Management, Securities, FINRA, Internal Controls, Leadership, Policy, Series 7, Series 24, Mutual Funds, Series 63, Investment Advisory, AML, SEC, Risk Management, Financial Services
Education
West Texas A&M University 1998 — 2000
MBA, Business Administration and Management, General
Texas Tech University 1995 — 1998
BBA, Business Management
Lion Street Financial, LLC November 2012 - Present
WFG Advisors, LP November 2009 - December 2011
AXA Advisors September 2005 - February 2009
AXA Advisors June 2002 - September 2005
Texas State Securities Board May 2000 - June 2002
Skills
Management, Securities, FINRA, Internal Controls, Leadership, Policy, Series 7, Series 24, Mutual Funds, Series 63, Investment Advisory, AML, SEC, Risk Management, Financial Services
Education
West Texas A&M University 1998 — 2000
MBA, Business Administration and Management, General
Texas Tech University 1995 — 1998
BBA, Business Management
Kyle Wood's AXA Advisors Experience October 2008 - March 2011
Job Sr. Financial Analyst: Corporate Strategy FLP
Industry Telecommunications
Experience
AT&T May 2014 - Present
SMU Cox School of Business Class of 2014 August 2012 - May 2014
Advisors Financial Group, Inc March 2011 - October 2012
The Bailey Group January 2010 - March 2011
AXA Advisors October 2008 - March 2011
Pine Cove 2006 - 2007
Skills
Securities, Portfolio Management, Mutual Funds, Strategic Financial..., Life Insurance, Public Speaking, Finance, Account Management, Executive Presentations, Process Implementation, Decision Modeling, Corporate Finance
Education
SMU COX School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas A&M University
Bachelor of Arts (B.A.), Speech Communication
AT&T May 2014 - Present
SMU Cox School of Business Class of 2014 August 2012 - May 2014
Advisors Financial Group, Inc March 2011 - October 2012
The Bailey Group January 2010 - March 2011
AXA Advisors October 2008 - March 2011
Pine Cove 2006 - 2007
Skills
Securities, Portfolio Management, Mutual Funds, Strategic Financial..., Life Insurance, Public Speaking, Finance, Account Management, Executive Presentations, Process Implementation, Decision Modeling, Corporate Finance
Education
SMU COX School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas A&M University
Bachelor of Arts (B.A.), Speech Communication
Stephen Heald's AXA Advisors Experience April 2006 - April 2009
Job Regional Sales Manager at James Walker Manufacturing
Industry Mechanical or Industrial Engineering
Experience
James Walker Manufacturing June 2015 - Present
Suburban Manufacturing November 2012 - June 2015
Ware May 2011 - August 2012
AXA Advisors April 2006 - April 2009
Balzers Tool Coating October 2004 - April 2006
Skills
Boilers, Steam, Strategic Planning, Project Management, Manufacturing, Engineering, Energy, Product Development, Account Management, HVAC
Education
Tennessee Technological University 1983 — 1988
BS, Mechanical Engineering
James Walker Manufacturing June 2015 - Present
Suburban Manufacturing November 2012 - June 2015
Ware May 2011 - August 2012
AXA Advisors April 2006 - April 2009
Balzers Tool Coating October 2004 - April 2006
Skills
Boilers, Steam, Strategic Planning, Project Management, Manufacturing, Engineering, Energy, Product Development, Account Management, HVAC
Education
Tennessee Technological University 1983 — 1988
BS, Mechanical Engineering
James Dearman's AXA Advisors Experience June 2006 - August 2008
Job Experienced Analyst & Negotiator
Industry Defense & Space
Experience
Lockheed Martin Aeronautics November 2009 - Present
JP Morgan Chase September 2008 - October 2009
AXA Advisors June 2006 - August 2008
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Government Contracting, Forecasting, Financial Modeling, Financial Analysis, Finance, Analysis, Contract Negotiation, Proposal Writing, Budgets, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2011 — 2012
MBA
Texas Christian University 2002 — 2006
Bachelor of Science in Business Administration, Finance and Accounting
Lockheed Martin Aeronautics November 2009 - Present
JP Morgan Chase September 2008 - October 2009
AXA Advisors June 2006 - August 2008
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Government Contracting, Forecasting, Financial Modeling, Financial Analysis, Finance, Analysis, Contract Negotiation, Proposal Writing, Budgets, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2011 — 2012
MBA
Texas Christian University 2002 — 2006
Bachelor of Science in Business Administration, Finance and Accounting
Rachel Garza's AXA Advisors Experience April 2012 - May 2014
Job Operations Manager at Fitzgerald Wealth Management
Industry Financial Services
Experience
Fitzgerald Wealth Management June 2014 - Present
AXA Advisors April 2012 - May 2014
Medtronic October 2010 - March 2012
sanofi-aventis August 2009 - September 2010
Medtronic December 2006 - July 2009
Sanofi August 2001 - November 2006
Skills
Financial Analysis, Business Development, Communication Skills, Listening to customers, Leadership, Time Management, Works well with a team, Bilingual-English/Spanis...
Education
University of St. Thomas (TX) 2002 — 2004
MBA, marketing
Texas A&M University 1997 — 2001
BBA, International Management
Fitzgerald Wealth Management June 2014 - Present
AXA Advisors April 2012 - May 2014
Medtronic October 2010 - March 2012
sanofi-aventis August 2009 - September 2010
Medtronic December 2006 - July 2009
Sanofi August 2001 - November 2006
Skills
Financial Analysis, Business Development, Communication Skills, Listening to customers, Leadership, Time Management, Works well with a team, Bilingual-English/Spanis...
Education
University of St. Thomas (TX) 2002 — 2004
MBA, marketing
Texas A&M University 1997 — 2001
BBA, International Management
Ben Frenzel's AXA Advisors Experience September 2001 - January 2003
Job Outsourcing Account Delivery Manager
Industry Accounting
Experience
Accenture March 2010 - Present
AXA Advisors September 2001 - January 2003
Skills
Financial Analysis
Education
Texas Tech University - Rawls College of Business 2000 — 2001
MBA, Finance
Texas Tech University - Rawls College of Business 1996 — 2000
BBA, Accounting
Accenture March 2010 - Present
AXA Advisors September 2001 - January 2003
Skills
Financial Analysis
Education
Texas Tech University - Rawls College of Business 2000 — 2001
MBA, Finance
Texas Tech University - Rawls College of Business 1996 — 2000
BBA, Accounting
M. Jacob Makoyo's AXA Advisors Experience 2005 - Present
Job Manager of Client Relations at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors 2005 - Present
SEI Investments 2002 - 2005
Ameriprise Financial Services, Inc. (Formerly H&R Block Fin. Adv.) 1998 - 2001
Skills
Relationship Management, Wealth Management, Retirement Planning, Sales Management, Investments, Customer Relations, Series 7, Life Insurance, Series 65, Series 63, Health Insurance, Variable Annuities, Fixed Annuities
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA, concentration Accounting
Eastern Mennonite University
Bachelor of Science (B.S.), Business Administration
Rift Valley Academy
High School Diploma
AXA Advisors 2005 - Present
SEI Investments 2002 - 2005
Ameriprise Financial Services, Inc. (Formerly H&R Block Fin. Adv.) 1998 - 2001
Skills
Relationship Management, Wealth Management, Retirement Planning, Sales Management, Investments, Customer Relations, Series 7, Life Insurance, Series 65, Series 63, Health Insurance, Variable Annuities, Fixed Annuities
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA, concentration Accounting
Eastern Mennonite University
Bachelor of Science (B.S.), Business Administration
Rift Valley Academy
High School Diploma
Alix Larson's AXA Advisors Experience 1996 - 2001
Job Staff Accountant at Orora North America
Industry Packaging and Containers
Experience
Orora North America April 2015 - Present
City of Mesa August 2013 - April 2015
Maricopa County December 2012 - August 2013
Maricopa County May 2011 - December 2012
Maricopa County September 2010 - May 2011
Gold Medal Swim School May 2006 - September 2010
AXA Advisors 1996 - 2001
Garcia Infiniti April 1995 - February 1996
Skills
Microsoft Office, Microsoft Excel, Accounting, Auditing, Leadership, Financial Analysis, Forecasting, Access, Budgets, Financial Accounting, Payroll, Accounts Payable
Education
Texas A&M University 1987 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Orora North America April 2015 - Present
City of Mesa August 2013 - April 2015
Maricopa County December 2012 - August 2013
Maricopa County May 2011 - December 2012
Maricopa County September 2010 - May 2011
Gold Medal Swim School May 2006 - September 2010
AXA Advisors 1996 - 2001
Garcia Infiniti April 1995 - February 1996
Skills
Microsoft Office, Microsoft Excel, Accounting, Auditing, Leadership, Financial Analysis, Forecasting, Access, Budgets, Financial Accounting, Payroll, Accounts Payable
Education
Texas A&M University 1987 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Brian LaCrosse CFP®'s AXA Advisors Experience 2007 - March 2014
Job President , CEO at The Galeb Group
Industry Financial Services
Experience
The Galeb Group March 2014 - Present
AXA Advisors 2007 - March 2014
LaCrosse Real Estate 1999 - 2007
Skills
Equities, Finance, Financial Planners
Education
The American College 2010 — 2012
CFP, Finance and Financial Management Services
University at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The Galeb Group March 2014 - Present
AXA Advisors 2007 - March 2014
LaCrosse Real Estate 1999 - 2007
Skills
Equities, Finance, Financial Planners
Education
The American College 2010 — 2012
CFP, Finance and Financial Management Services
University at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Michael Zdenek's AXA Advisors Experience June 2010 - August 2011
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2014 - July 2015
Northwestern Mutual May 2012 - August 2012
AXA Advisors June 2010 - August 2011
The Home Depot October 2010 - March 2011
Skills
PowerPoint, Word, Microsoft Office, Access, Excel, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Public Speaking, Sales, Time Management
Education
Texas A&M University 2009 — 2013
Bachelor's degree, Economics
Memorial Senior High 2005 — 2009
J.P. Morgan Chase Bank, N.A. July 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2014 - July 2015
Northwestern Mutual May 2012 - August 2012
AXA Advisors June 2010 - August 2011
The Home Depot October 2010 - March 2011
Skills
PowerPoint, Word, Microsoft Office, Access, Excel, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Public Speaking, Sales, Time Management
Education
Texas A&M University 2009 — 2013
Bachelor's degree, Economics
Memorial Senior High 2005 — 2009
Hector Elizondo's AXA Advisors Experience November 1998 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 1998 - Present
Ford Motor Credit Company September 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Investment Strategies, Life Insurance, Estate Planning
Education
Harvard University 2014 — 2014
Executive Education, Investment Analysis & Behavioral Finance
Texas A&M University 1989 — 1993
BBA, Finance
AXA Advisors November 1998 - Present
Ford Motor Credit Company September 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Investment Strategies, Life Insurance, Estate Planning
Education
Harvard University 2014 — 2014
Executive Education, Investment Analysis & Behavioral Finance
Texas A&M University 1989 — 1993
BBA, Finance
Yolanda Cordova-Gilbert's AXA Advisors Experience January 2003 - September 2004
Job Sales Consultant at David Weekely Homes
Industry Real Estate
Experience
David Weekley Homes May 2010 - Present
DR Horton September 2004 - May 2010
AXA Advisors January 2003 - September 2004
WILLIAMS ENERGY MARKETING & TRADING February 2002 - January 2003
ENRON CAPITAL & TRADE RESOURCES January 1996 - January 2001
ELF TRADING, INC January 1990 - January 1996
Skills
Sellers, Real Estate, First Time Home Buyers, Selling, Single Family Homes, Relocation, Investment Properties, Buyer Representation, Listings, Residential Homes, Referrals, Negotiation, Sales, Investors, Contract Negotiation, Rentals, Credit, New Home Sales, Management, Finance, New Homes, Customer Service, Real Estate Transactions
Education
University of Houston
MBA, Business Administration and Management, General
Texas A&M University
Bachelor of Business Administration (BBA), Accounting
David Weekley Homes May 2010 - Present
DR Horton September 2004 - May 2010
AXA Advisors January 2003 - September 2004
WILLIAMS ENERGY MARKETING & TRADING February 2002 - January 2003
ENRON CAPITAL & TRADE RESOURCES January 1996 - January 2001
ELF TRADING, INC January 1990 - January 1996
Skills
Sellers, Real Estate, First Time Home Buyers, Selling, Single Family Homes, Relocation, Investment Properties, Buyer Representation, Listings, Residential Homes, Referrals, Negotiation, Sales, Investors, Contract Negotiation, Rentals, Credit, New Home Sales, Management, Finance, New Homes, Customer Service, Real Estate Transactions
Education
University of Houston
MBA, Business Administration and Management, General
Texas A&M University
Bachelor of Business Administration (BBA), Accounting
Matthew Benvenuti's AXA Advisors Experience May 2010 - November 2010
Job President at Spartan Endeavors, Inc
Industry Marketing and Advertising
Experience
Spartan Endeavors, Inc December 2012 - Present
Evantage, Inc. December 2010 - December 2012
AXA Advisors May 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Social Media, Sales, Strategic Planning, Marketing Strategy, Event Planning, Sales Management, Market Research, Account Management, Public Relations, Advertising, Team Building, Negotiation, Marketing Communications, New Business Development, Executive Coaching, Direct Sales, Management Consulting, Time Management, Entrepreneurship, Direct Marketing, Recruiting, Management, Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
Marketing, Sales & Personal Selling
Corona Del Mar 2002 — 2006
Spartan Endeavors, Inc December 2012 - Present
Evantage, Inc. December 2010 - December 2012
AXA Advisors May 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Social Media, Sales, Strategic Planning, Marketing Strategy, Event Planning, Sales Management, Market Research, Account Management, Public Relations, Advertising, Team Building, Negotiation, Marketing Communications, New Business Development, Executive Coaching, Direct Sales, Management Consulting, Time Management, Entrepreneurship, Direct Marketing, Recruiting, Management, Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
Marketing, Sales & Personal Selling
Corona Del Mar 2002 — 2006
Joy Levis Runnells's AXA Advisors Experience February 2009 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
AXA Advisors February 2009 - December 2009
Education
ACT Houston
Teaching Certification
Texas Tech University 1987 — 1989
BS, Financial Planning
AXA Advisors February 2009 - December 2009
Education
ACT Houston
Teaching Certification
Texas Tech University 1987 — 1989
BS, Financial Planning
Brian Millsap's AXA Advisors Experience May 2009 - June 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
AXA Advisors May 2009 - June 2010
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
Fidelity Investments September 2011 - Present
AXA Advisors May 2009 - June 2010
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
David Toellen's AXA Advisors Experience June 2013 - March 2014
Job Structured Investments | First Trust Portfolios L.P.
Industry Financial Services
Experience
AXA Advisors June 2013 - March 2014
Cast Aluminum Solutions LLC May 2011 - August 2012
Skills
Structured Products, Structured Notes, Equity Derivatives, Exotic Derivatives, Financial Risk..., Interest Rate..., Interest Rate Swaps, Series 7, Series 63, Series 65, Microsoft Certified..., Microsoft CRM
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (BBA)
AXA Advisors June 2013 - March 2014
Cast Aluminum Solutions LLC May 2011 - August 2012
Skills
Structured Products, Structured Notes, Equity Derivatives, Exotic Derivatives, Financial Risk..., Interest Rate..., Interest Rate Swaps, Series 7, Series 63, Series 65, Microsoft Certified..., Microsoft CRM
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (BBA)
Cody Goodwin's AXA Advisors Experience August 2012 - January 2014
Job Enterprise Sales Consultant at Headspring Systems
Industry Information Technology and Services
Experience
Headspring Systems January 2014 - Present
AXA Advisors August 2012 - January 2014
Skills
Enterprise Software, Sales Process, Wealth Management, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation, Strategic Financial..., Finance, Investments, Series 7, Portfolio Management, Retirement, Investment Advisory, Fixed Annuities, Sales, Business Development, Deal Sourcing, Software Solutions, Business Intelligence, Mobile Technology
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing and Managment
Headspring Systems January 2014 - Present
AXA Advisors August 2012 - January 2014
Skills
Enterprise Software, Sales Process, Wealth Management, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation, Strategic Financial..., Finance, Investments, Series 7, Portfolio Management, Retirement, Investment Advisory, Fixed Annuities, Sales, Business Development, Deal Sourcing, Software Solutions, Business Intelligence, Mobile Technology
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing and Managment
Andrew Lipman's AXA Advisors Experience July 2006 - June 2008
Job Cross Sell Development Officer at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance June 2012 - September 2014
Wells Fargo Capital Finance July 2008 - June 2012
AXA Advisors July 2006 - June 2008
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Credit Risk, Relationship Management, Commercial Banking, Commercial Lending, Risk Management, Credit Analysis
Education
The University of Dallas 2010 — 2012
Master of Business Administration (M.B.A.), Accounting
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance June 2012 - September 2014
Wells Fargo Capital Finance July 2008 - June 2012
AXA Advisors July 2006 - June 2008
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Credit Risk, Relationship Management, Commercial Banking, Commercial Lending, Risk Management, Credit Analysis
Education
The University of Dallas 2010 — 2012
Master of Business Administration (M.B.A.), Accounting
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO