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.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Joseph Umscheid Joseph Umscheid's AXA Advisors Experience May 2015 - Present
Job Financial Professional Intern at AXA Advisors, LLC
Industry Higher Education
Experience
The University of Kansas School of Business August 2015 - Present
AXA Advisors May 2015 - Present
The University of Kansas January 2014 - Present
Western Extralite a Division of Border States May 2014 - August 2014
Terradyne Country Club April 2011 - August 2013
Skills
Public Speaking, Team Leadership, Microsoft Office, Teamwork, Customer Service, Finance, Accounting, Financial Analysis, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Time Management
Education
University of Kansas 2013 — 2016
Finance and Marketing, Sophomore
The University of Kansas School of Business August 2015 - Present
AXA Advisors May 2015 - Present
The University of Kansas January 2014 - Present
Western Extralite a Division of Border States May 2014 - August 2014
Terradyne Country Club April 2011 - August 2013
Skills
Public Speaking, Team Leadership, Microsoft Office, Teamwork, Customer Service, Finance, Accounting, Financial Analysis, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Time Management
Education
University of Kansas 2013 — 2016
Finance and Marketing, Sophomore
Cindy Xin Su Cindy Xin Su's AXA Advisors Experience March 2012 - December 2013
Job 2016 MBA Candidate at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Nationwide Financial May 2015 - Present
AXA Advisors March 2012 - December 2013
Skills
Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Office, Series 7, Series 65, Marketing, Business Strategy, Data Analysis, Leadership, Strategic Planning, Financial Analysis, Project Management
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA), Strategy, 3.85
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
The Hong Kong University of Science and Technology 2010 — 2010
Student Exchange Program
Nationwide Financial May 2015 - Present
AXA Advisors March 2012 - December 2013
Skills
Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Office, Series 7, Series 65, Marketing, Business Strategy, Data Analysis, Leadership, Strategic Planning, Financial Analysis, Project Management
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA), Strategy, 3.85
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
The Hong Kong University of Science and Technology 2010 — 2010
Student Exchange Program
Brian Orr's AXA Advisors Experience April 1996 - December 1998
Job Investment Program Manager at Equity Financial Services Group / Registered Representative with INVEST Financial Corp.
Industry Investment Management
Experience
Equity Financial Services Group at Equity Bank June 2010 - Present
Bank of America July 2005 - December 2009
OneAmerica Financial Partners Inc. July 2001 - June 2005
ADP January 1999 - June 2001
AXA Advisors April 1996 - December 1998
Skills
Leadership, Retirement Planning, Succession Planning, Wealth Accumulation, Multi-generational..., Asset Allocation, Public Speaking, Motivation, Event Planning, Insurance
Education
The University of Kansas 1992 — 1994
Bachelor of Science (BS), Journalism
Equity Financial Services Group at Equity Bank June 2010 - Present
Bank of America July 2005 - December 2009
OneAmerica Financial Partners Inc. July 2001 - June 2005
ADP January 1999 - June 2001
AXA Advisors April 1996 - December 1998
Skills
Leadership, Retirement Planning, Succession Planning, Wealth Accumulation, Multi-generational..., Asset Allocation, Public Speaking, Motivation, Event Planning, Insurance
Education
The University of Kansas 1992 — 1994
Bachelor of Science (BS), Journalism
Catherine Abbruscato's AXA Advisors Experience August 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Client Education, Financial planning, Retirement planning..., Tax sheltered annuities..., Tax-efficient investing..., Insurance planning, Pension distribution...
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
AXA Advisors August 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Client Education, Financial planning, Retirement planning..., Tax sheltered annuities..., Tax-efficient investing..., Insurance planning, Pension distribution...
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Evan Barrett, CFP®, ChFC®, CLU® Evan Barrett, CFP®, ChFC®, CLU®'s AXA Advisors Experience 2008 - Present
Job Retirement Planning Specialist and Certified Financial Planner™ Professional at The Pacific Group
Industry Financial Services
Experience
The Pacific Group December 2014 - Present
AXA Advisors 2008 - Present
Pipe Dreams Entertainment Forum, Inc. 1998 - 2006
Abrams Artists Agency 2002 - 2003
Education
The Johns Hopkins University 1991 — 1995
BA, Political Science / Psychology
The Pacific Group December 2014 - Present
AXA Advisors 2008 - Present
Pipe Dreams Entertainment Forum, Inc. 1998 - 2006
Abrams Artists Agency 2002 - 2003
Education
The Johns Hopkins University 1991 — 1995
BA, Political Science / Psychology
Elizabeth Ferraro's AXA Advisors Experience June 2013 - December 2013
Job Sr. Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
JPMorgan Chase January 2014 - October 2014
AXA Advisors June 2013 - December 2013
Skills
Life & Health Insurance..., Series 63, Series 7, Series 65
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), International Business
UBS Wealth Management October 2014 - Present
JPMorgan Chase January 2014 - October 2014
AXA Advisors June 2013 - December 2013
Skills
Life & Health Insurance..., Series 63, Series 7, Series 65
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), International Business
Garland Watkins's AXA Advisors Experience July 2014 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
King Muir Fund Advisors June 2014 - Present
Texas First Investment Management Company July 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Morningstar Direct, Report Writing, Public Speaking, Cold Calling, Financial Reporting, Financial Analysis, Accounting, StatTools, Financial Statements, Statistical Reporting, Administrative..., Social Media
Education
The University of Texas at Austin 2012 — 2015
Finance
The University of Edinburgh 2014 — 2014
AXA Advisors July 2014 - Present
King Muir Fund Advisors June 2014 - Present
Texas First Investment Management Company July 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Morningstar Direct, Report Writing, Public Speaking, Cold Calling, Financial Reporting, Financial Analysis, Accounting, StatTools, Financial Statements, Statistical Reporting, Administrative..., Social Media
Education
The University of Texas at Austin 2012 — 2015
Finance
The University of Edinburgh 2014 — 2014
David Birns's AXA Advisors Experience 1991 - Present
Job Partner at Premier Consulting Partners LLC
Industry Financial Services
Experience
AXA Advisors 1991 - Present
CPG, LLC January 2011 - Present
Ranni-Gilbert Agency January 2000 - Present
Education
The George Washington University 1987 — 1991
AXA Advisors 1991 - Present
CPG, LLC January 2011 - Present
Ranni-Gilbert Agency January 2000 - Present
Education
The George Washington University 1987 — 1991
Josh Hardman's AXA Advisors Experience May 2012 - May 2015
Job Financial Advisor at BCJ Capital Management
Industry Financial Services
Experience
BCJ Capital Management May 2012 - Present
AXA Advisors May 2012 - May 2015
Wealth Management Strategies May 2012 - May 2015
Wells Fargo August 2009 - April 2012
The Church of Jesus Christ of Latter-day Saints March 2006 - March 2008
Skills
Investment Advisory, Life Insurance, Investment Management, Financial Analysis, Investments, Retirement Planning, Finance, Financial Services
Education
University of Utah - David Eccles School of Business 2008 — 2012
Bachelor's Degree, Finance
University of Utah - College of Humanities 2008 — 2012
Minor, Mandarin Chinese
The American College 2015 — 2016
CFP, Financial Planning
BCJ Capital Management May 2012 - Present
AXA Advisors May 2012 - May 2015
Wealth Management Strategies May 2012 - May 2015
Wells Fargo August 2009 - April 2012
The Church of Jesus Christ of Latter-day Saints March 2006 - March 2008
Skills
Investment Advisory, Life Insurance, Investment Management, Financial Analysis, Investments, Retirement Planning, Finance, Financial Services
Education
University of Utah - David Eccles School of Business 2008 — 2012
Bachelor's Degree, Finance
University of Utah - College of Humanities 2008 — 2012
Minor, Mandarin Chinese
The American College 2015 — 2016
CFP, Financial Planning
Hussain Bhatti Hussain Bhatti's AXA Advisors Experience October 2006 - October 2007
Job International Development and Economics Professional
Industry International Trade and Development
Experience
Acumen Fund June 2013 - September 2013
Johns Hopkins University SAIS July 2012 - July 2013
J.E. Austin Associates March 2010 - May 2012
Agribusiness Entrepreneur March 2008 - May 2012
J.E. Austin Associates March 2009 - March 2010
AXA Advisors October 2006 - October 2007
Needlepoint (Pvt.) Ltd. January 2005 - September 2006
Skills
Value Chain Analysis, Private Sector..., Economic Development, International..., Economics, Policy Analysis, International Relations, Proposal Writing, Program Management, Research, Capacity Building, Business Strategy, Public/private..., Management Consulting, Project Management, Analysis, Strategy, Finance, Budgets, Access to Finance, Rural Finance, Rural Markets, Base of the Pyramid, Sustainable Investment, Sustainable Enterprise, Agricultural Lending, Agricultural Production, Agricultural Policy, Economic Growth, SME development, Cluster Development, Industrial Policy, International Trade..., Development Economics, Trade Facilitation, Poverty Reduction, Logical Framework..., International Economics, Monetary Economics, Monetary Theory, International Capital..., International Financial..., South Asia, Agribusiness, Competitive Analysis, Agriculture, Agricultural Economics, Livestock, Horticulture, Impact Investing
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
M.A. International Economics and International Development, Finance and Development
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Economics
AItchison College 1987 — 2000
Acumen Fund June 2013 - September 2013
Johns Hopkins University SAIS July 2012 - July 2013
J.E. Austin Associates March 2010 - May 2012
Agribusiness Entrepreneur March 2008 - May 2012
J.E. Austin Associates March 2009 - March 2010
AXA Advisors October 2006 - October 2007
Needlepoint (Pvt.) Ltd. January 2005 - September 2006
Skills
Value Chain Analysis, Private Sector..., Economic Development, International..., Economics, Policy Analysis, International Relations, Proposal Writing, Program Management, Research, Capacity Building, Business Strategy, Public/private..., Management Consulting, Project Management, Analysis, Strategy, Finance, Budgets, Access to Finance, Rural Finance, Rural Markets, Base of the Pyramid, Sustainable Investment, Sustainable Enterprise, Agricultural Lending, Agricultural Production, Agricultural Policy, Economic Growth, SME development, Cluster Development, Industrial Policy, International Trade..., Development Economics, Trade Facilitation, Poverty Reduction, Logical Framework..., International Economics, Monetary Economics, Monetary Theory, International Capital..., International Financial..., South Asia, Agribusiness, Competitive Analysis, Agriculture, Agricultural Economics, Livestock, Horticulture, Impact Investing
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
M.A. International Economics and International Development, Finance and Development
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Economics
AItchison College 1987 — 2000
Ajit Gill's AXA Advisors Experience June 2014 - August 2014
Job FSO Intern at EY
Industry Financial Services
Experience
EY June 2015 - August 2015
AXA Advisors June 2014 - August 2014
National Insurance Agency June 2013 - August 2013
QSSI May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Statistical Programming, Portfolio Management, Morningstar, Microsoft Word, Financial Statement..., Teamwork, Customer Service, Outlook, Office Administration, Time Management, Invoicing, Administrative..., Management, Public Speaking, Research, Social Media, Data Analysis, Analysis, Leadership
Education
The George Washington University 2012 — 2016
Finance and International Business
Glenelg Country School 2009 — 2012
General Equivalency Diploma
EY June 2015 - August 2015
AXA Advisors June 2014 - August 2014
National Insurance Agency June 2013 - August 2013
QSSI May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Statistical Programming, Portfolio Management, Morningstar, Microsoft Word, Financial Statement..., Teamwork, Customer Service, Outlook, Office Administration, Time Management, Invoicing, Administrative..., Management, Public Speaking, Research, Social Media, Data Analysis, Analysis, Leadership
Education
The George Washington University 2012 — 2016
Finance and International Business
Glenelg Country School 2009 — 2012
General Equivalency Diploma
Fredric Lee Hirschbein, CLU Fredric Lee Hirschbein, CLU's AXA Advisors Experience July 2010 - Present
Job Senior Retirement Planning Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2010 - Present
State Mutual Life Insurance Company January 1972 - January 2001
Skills
Retirement, Pension Maximization,..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Fixed Annuities, Estate Planning, Asset Allocation
Education
The Ohio State University 1966 — 1970
BS, Architecture
AXA Advisors July 2010 - Present
State Mutual Life Insurance Company January 1972 - January 2001
Skills
Retirement, Pension Maximization,..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Fixed Annuities, Estate Planning, Asset Allocation
Education
The Ohio State University 1966 — 1970
BS, Architecture
Michael Ben-Horin's AXA Advisors Experience February 2013 - December 2013
Job Oracle Consulting ERP Cloud (financials)
Industry Computer Software
Experience
Oracle June 2015 - Present
Federal Reserve Board January 2015 - May 2015
Textron May 2014 - August 2014
Winston Real Estate June 2013 - December 2013
AXA Advisors February 2013 - December 2013
Aflac May 2013 - August 2013
The Office of Massachusetts State Rep. Thomas P. Conroy June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Economics, Portfolio Management, Finance, Mutual Funds, Time Management, Argus Modeling, Financial Modeling, Consulting, Leadership, Management, Research, Investments, Financial Analysis, Public Speaking, Social Media
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Oracle June 2015 - Present
Federal Reserve Board January 2015 - May 2015
Textron May 2014 - August 2014
Winston Real Estate June 2013 - December 2013
AXA Advisors February 2013 - December 2013
Aflac May 2013 - August 2013
The Office of Massachusetts State Rep. Thomas P. Conroy June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Economics, Portfolio Management, Finance, Mutual Funds, Time Management, Argus Modeling, Financial Modeling, Consulting, Leadership, Management, Research, Investments, Financial Analysis, Public Speaking, Social Media
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Joel R. Wolfrom's AXA Advisors Experience September 1972 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 1972 - Present
Education
Dickinson College 1962 — 1966
AB, History/English
The American College
CLU, ChFC, Life Insurance, Financial Planning
AXA Advisors September 1972 - Present
Education
Dickinson College 1962 — 1966
AB, History/English
The American College
CLU, ChFC, Life Insurance, Financial Planning
Sabina Armstrong-Loscalzo Sabina Armstrong-Loscalzo's AXA Advisors Experience January 2014 - May 2014
Job Lead Marketing Associate Business Line Marketing
Industry Marketing and Advertising
Experience
AXA June 2014 - Present
AXA Advisors January 2014 - May 2014
Society for Ecological Restoration March 2013 - December 2013
Comptoir des Cotonniers June 2012 - March 2013
White House Correspondence Office September 2012 - December 2012
Hermes of Paris May 2012 - August 2012
Skills
Public Relations, Fashion, Social Media, Press Releases, Visual Merchandising, Event Management, Marketing Communications, Merchandising, Social Media Marketing, Styling, Event Planning, Marketing, Retail, Spanish
Education
The George Washington University 2010 — 2014
International Relations and Affairs
AXA June 2014 - Present
AXA Advisors January 2014 - May 2014
Society for Ecological Restoration March 2013 - December 2013
Comptoir des Cotonniers June 2012 - March 2013
White House Correspondence Office September 2012 - December 2012
Hermes of Paris May 2012 - August 2012
Skills
Public Relations, Fashion, Social Media, Press Releases, Visual Merchandising, Event Management, Marketing Communications, Merchandising, Social Media Marketing, Styling, Event Planning, Marketing, Retail, Spanish
Education
The George Washington University 2010 — 2014
International Relations and Affairs
Henrique Rodriguez's AXA Advisors Experience January 2010 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
C.A. Cervecera Nacional January 1990 - December 1993
Corylum, C.A. 1986 - 1990
CEPROCA 1982 - 1986
Creole Petroleum Co / Lagoven, S. A. 1974 - 1982
Skills
Investments, Financial Planning, Retirement Planning, Project Management, Insurance, Negotiation
Education
The University of Texas at Austin 1971 — 1974
Bachelor's Degree, Mechanical Engineering, Honors
AXA Advisors January 2010 - Present
C.A. Cervecera Nacional January 1990 - December 1993
Corylum, C.A. 1986 - 1990
CEPROCA 1982 - 1986
Creole Petroleum Co / Lagoven, S. A. 1974 - 1982
Skills
Investments, Financial Planning, Retirement Planning, Project Management, Insurance, Negotiation
Education
The University of Texas at Austin 1971 — 1974
Bachelor's Degree, Mechanical Engineering, Honors
Emily Ruderman's AXA Advisors Experience 2015 - Present
Job Financial Professional at AXA Advisors
Industry Business Supplies and Equipment
Experience
AXA Advisors 2015 - Present
EBNY Financial and Insurance Services, LLC May 2014 - August 2014
The Lois & Richard Nicotra Foundation May 2012 - August 2012
Skills
Facebook, Social Media, Press Releases, Microsoft Office, PowerPoint, Highly personable, Microsoft Word, Social Networking, Public Speaking, Marketing Communications, Research, Marketing, Social Media Marketing, Market Research, Outlook, Dropbox, OneView
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors 2015 - Present
EBNY Financial and Insurance Services, LLC May 2014 - August 2014
The Lois & Richard Nicotra Foundation May 2012 - August 2012
Skills
Facebook, Social Media, Press Releases, Microsoft Office, PowerPoint, Highly personable, Microsoft Word, Social Networking, Public Speaking, Marketing Communications, Research, Marketing, Social Media Marketing, Market Research, Outlook, Dropbox, OneView
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
John H. Mastio John H. Mastio's AXA Advisors Experience February 1976 - Present
Job Registered Representative, AXA Advisors, LLC
Industry Financial Services
Experience
Mastio Financial Resources February 1976 - Present
AXA Advisors February 1976 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k, Disability Insurance, Wealth Management
Education
University of Kansas 1971 — 1975
BS, Business Administration
The American College
Chartered Life Underwriter (CLU) - Chartered Financial Consultant (ChFC)
Mastio Financial Resources February 1976 - Present
AXA Advisors February 1976 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k, Disability Insurance, Wealth Management
Education
University of Kansas 1971 — 1975
BS, Business Administration
The American College
Chartered Life Underwriter (CLU) - Chartered Financial Consultant (ChFC)
Evan Long Evan Long's AXA Advisors Experience December 2013 - April 2015
Job Sr. Financial Sales Associate at BBVA Compass Bank
Industry Financial Services
Experience
BBVA Compass Bank April 2015 - Present
AXA Advisors December 2013 - April 2015
Skills
Strategic Financial..., Financial needs analysis, retirement income and..., Investment Strategies, Insurance strategies, Leadership, Marketing, Public Speaking, Financial Planning, Event Planning, Research
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
BBVA Compass Bank April 2015 - Present
AXA Advisors December 2013 - April 2015
Skills
Strategic Financial..., Financial needs analysis, retirement income and..., Investment Strategies, Insurance strategies, Leadership, Marketing, Public Speaking, Financial Planning, Event Planning, Research
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Jessica Thompson Jessica Thompson's AXA Advisors Experience October 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
The Aden Group November 2014 - Present
Professional Tax Solutions, LLC June 2014 - Present
AXA Advisors October 2013 - Present
Lincoln Financial Group July 2012 - September 2013
Gaming Management Group July 2011 - July 2012
Ness Tax and Bookkeeping Service January 2012 - April 2012
Education
The University of South Dakota 2007 — 2012
Master of Professional Accountancy, Accounting
The University of South Dakota 2007 — 2012
Bachelor's degree, Accounting
The Aden Group November 2014 - Present
Professional Tax Solutions, LLC June 2014 - Present
AXA Advisors October 2013 - Present
Lincoln Financial Group July 2012 - September 2013
Gaming Management Group July 2011 - July 2012
Ness Tax and Bookkeeping Service January 2012 - April 2012
Education
The University of South Dakota 2007 — 2012
Master of Professional Accountancy, Accounting
The University of South Dakota 2007 — 2012
Bachelor's degree, Accounting
Alexander Mark Alexander Mark's AXA Advisors Experience June 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
AXA Advisors May 2014 - December 2014
Camp Gladiator Victory June 2013 - July 2014
Pine Cove May 2013 - August 2013
Beard Kultgen Brophy Bostwick Dickson & Squires, LLP June 2010 - January 2012
Skills
Leadership, Finance, Real Estate, International Business, Motivation, Work Ethic
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
AXA Advisors June 2015 - Present
AXA Advisors May 2014 - December 2014
Camp Gladiator Victory June 2013 - July 2014
Pine Cove May 2013 - August 2013
Beard Kultgen Brophy Bostwick Dickson & Squires, LLP June 2010 - January 2012
Skills
Leadership, Finance, Real Estate, International Business, Motivation, Work Ethic
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Carlos E. Larreategui Carlos E. Larreategui's AXA Advisors Experience September 2014 - November 2014
Job Incoming GWM Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
AXA Advisors September 2014 - November 2014
Banco Internacional Ecuador June 2014 - July 2014
UDLA Ecuador May 2011 - July 2011
Skills
Spanish, PowerPoint, Teamwork, Event Management, Microsoft Excel, Morningstar, Italian, Bloomberg Terminal, Research, English, Finance, Microsoft Office, Microsoft Word, French, Economics, Analysis, Public Speaking, Event Planning, Management
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), International Business and Finance
St. Albans School 2010 — 2012
High School Diploma, 3.6 GPA
J.P. Morgan June 2015 - August 2015
AXA Advisors September 2014 - November 2014
Banco Internacional Ecuador June 2014 - July 2014
UDLA Ecuador May 2011 - July 2011
Skills
Spanish, PowerPoint, Teamwork, Event Management, Microsoft Excel, Morningstar, Italian, Bloomberg Terminal, Research, English, Finance, Microsoft Office, Microsoft Word, French, Economics, Analysis, Public Speaking, Event Planning, Management
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), International Business and Finance
St. Albans School 2010 — 2012
High School Diploma, 3.6 GPA
Steven Novotny, CFP® Steven Novotny, CFP®'s AXA Advisors Experience December 2000 - February 2011
Job Certified Financial Planner ™ and Managing Partner at Rosemont Financial Group
Industry Financial Services
Experience
Rosemont Financial Group February 2011 - Present
AXA Advisors December 2000 - February 2011
Education
State University of New York at Albany 1988 — 1991
Bachelor's Degree, Economics, 3.10
The Sage Colleges-Sage College of Albany 1985 — 1988
Associate's Degree, Accounting, 3.65
Rosemont Financial Group February 2011 - Present
AXA Advisors December 2000 - February 2011
Education
State University of New York at Albany 1988 — 1991
Bachelor's Degree, Economics, 3.10
The Sage Colleges-Sage College of Albany 1985 — 1988
Associate's Degree, Accounting, 3.65
Richard J. Romo Richard J. Romo's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Investment Banking
Experience
AXA Advisors September 2014 - Present
J.Crew February 2014 - Present
R & L Enterprises, FL. Inc January 2010 - Present
R & L Enterprises, FL Inc December 2007 - March 2014
R & L Enterprises, FL Inc January 2009 - December 2009
R & L Enterprises, FL Inc January 2007 - January 2009
Skills
Retail, Customer Service, Inventory Management, Store Management, Microsoft Office, Sales, Management, Microsoft Excel, Sales Management, Microsoft Word, Leadership, Public Speaking, PowerPoint, Social Media, Marketing, Social Networking, Training
Education
The University of New Mexico 2008 — 2013
Bachelor of Arts (BA), Finance, General
The University of New Mexico
Bachelor of Finance Business Administration
Saint Pius X Highschool 2003 — 2007
AXA Advisors September 2014 - Present
J.Crew February 2014 - Present
R & L Enterprises, FL. Inc January 2010 - Present
R & L Enterprises, FL Inc December 2007 - March 2014
R & L Enterprises, FL Inc January 2009 - December 2009
R & L Enterprises, FL Inc January 2007 - January 2009
Skills
Retail, Customer Service, Inventory Management, Store Management, Microsoft Office, Sales, Management, Microsoft Excel, Sales Management, Microsoft Word, Leadership, Public Speaking, PowerPoint, Social Media, Marketing, Social Networking, Training
Education
The University of New Mexico 2008 — 2013
Bachelor of Arts (BA), Finance, General
The University of New Mexico
Bachelor of Finance Business Administration
Saint Pius X Highschool 2003 — 2007
Michael Babinski's AXA Advisors Experience July 2014 - September 2014
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Douglas Elliman Real Estate September 2014 - June 2015
AXA Advisors July 2014 - September 2014
Famous Footwear July 2008 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
The College of New Jersey 2009 — 2014
Bachelor of Science (BS), Finance
Merrill Lynch June 2015 - Present
Douglas Elliman Real Estate September 2014 - June 2015
AXA Advisors July 2014 - September 2014
Famous Footwear July 2008 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
The College of New Jersey 2009 — 2014
Bachelor of Science (BS), Finance
Phillip Farber Phillip Farber's AXA Advisors Experience June 2011 - August 2011
Job Executive Recruiting Specialist at Andiamo
Industry Financial Services
Experience
Andiamo September 2013 - Present
AXA Advisors June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Data Analysis, Research, Analysis, Business Analysis, Management, Finance, Recruiting, Fire Safety
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Andiamo September 2013 - Present
AXA Advisors June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Data Analysis, Research, Analysis, Business Analysis, Management, Finance, Recruiting, Fire Safety
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Brady Tice's AXA Advisors Experience March 2012 - August 2013
Job Intern at Centaurus Financial
Industry Financial Services
Experience
Centaurus Financial, Inc.® June 2014 - Present
AXA Advisors March 2012 - August 2013
Skills
Leadership, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Texas at Arlington 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Centaurus Financial, Inc.® June 2014 - Present
AXA Advisors March 2012 - August 2013
Skills
Leadership, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Texas at Arlington 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Clarissa Liu's AXA Advisors Experience January 2011 - June 2011
Job Associate Bank Examiner at The Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco November 2012 - Present
AXA Advisors January 2011 - June 2011
American Funding May 2010 - August 2010
Skills
Loans, Financial Analysis, Data Analysis, Microsoft Excel, Credit, CRM, PowerPoint, Finance, Strategic Financial..., Leadership
Education
The Chinese University of Hong Kong
International Business
University of Southern California - Marshall School of Business
B.S., Business Administration
Federal Reserve Bank of San Francisco November 2012 - Present
AXA Advisors January 2011 - June 2011
American Funding May 2010 - August 2010
Skills
Loans, Financial Analysis, Data Analysis, Microsoft Excel, Credit, CRM, PowerPoint, Finance, Strategic Financial..., Leadership
Education
The Chinese University of Hong Kong
International Business
University of Southern California - Marshall School of Business
B.S., Business Administration
Jennings Wyatt McGraw, CFP(R) Jennings Wyatt McGraw, CFP(R)'s AXA Advisors Experience March 2014 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
AXA Advisors September 2007 - Present
Concurrent Technologies Corporation June 2006 - August 2007
Naval Air Systems Command June 2001 - June 2006
Skills
Investment Strategies, Insurance Planning, Retirement Income..., Portfolio Management..., Investment Planning, College Savings Planning, Investment Advisory..., Retirement Plan...
Education
Virginia Military Institute 1995 — 1999
Bachelor of Science, Mechancial Engineering
The Johns Hopkins University 2004 — 2006
Master of Science, Technical Management
AXA Advisors March 2014 - Present
AXA Advisors September 2007 - Present
Concurrent Technologies Corporation June 2006 - August 2007
Naval Air Systems Command June 2001 - June 2006
Skills
Investment Strategies, Insurance Planning, Retirement Income..., Portfolio Management..., Investment Planning, College Savings Planning, Investment Advisory..., Retirement Plan...
Education
Virginia Military Institute 1995 — 1999
Bachelor of Science, Mechancial Engineering
The Johns Hopkins University 2004 — 2006
Master of Science, Technical Management
Danielle Leroux's AXA Advisors Experience March 2012 - October 2012
Job Credit Analyst II, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
KeyBank July 2013 - July 2015
Wells Fargo Insurance Services October 2012 - May 2013
AXA Advisors March 2012 - October 2012
Wells Fargo Insurance Services June 2012 - August 2012
Wells Fargo Insurance Services June 2011 - September 2011
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Modeling, Banking, Credit, Investments, Microsoft Excel, Sales, Social Media, Analysis, Management, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo July 2015 - Present
KeyBank July 2013 - July 2015
Wells Fargo Insurance Services October 2012 - May 2013
AXA Advisors March 2012 - October 2012
Wells Fargo Insurance Services June 2012 - August 2012
Wells Fargo Insurance Services June 2011 - September 2011
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Modeling, Banking, Credit, Investments, Microsoft Excel, Sales, Social Media, Analysis, Management, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Kim Dyson's AXA Advisors Experience January 2010 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
Gannett 1980 - 1996
WGCI Radio 1980 - 1996
Education
University of Kansas 1975 — 1979
Bachelor in Journalism, Broadcast Management
Waukegan High School
AXA Advisors January 2010 - Present
Gannett 1980 - 1996
WGCI Radio 1980 - 1996
Education
University of Kansas 1975 — 1979
Bachelor in Journalism, Broadcast Management
Waukegan High School
Andrew D. Norman's AXA Advisors Experience March 2002 - December 2007
Job Managing Director at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2015 - Present
Voya Financial January 2008 - Present
AXA Advisors March 2002 - December 2007
Mellon Financial March 2000 - March 2002
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer Program, Behavioural Economics and the Modern Economy
FINRA 2002 — 2002
Securities Licensing: Series 7,66, & 24 (Registered Principal 2005), Finance
Shoreline College 1999 — 2001
Associate's Business Administration, Business Administration and Management, General
Voya Financial January 2015 - Present
Voya Financial January 2008 - Present
AXA Advisors March 2002 - December 2007
Mellon Financial March 2000 - March 2002
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer Program, Behavioural Economics and the Modern Economy
FINRA 2002 — 2002
Securities Licensing: Series 7,66, & 24 (Registered Principal 2005), Finance
Shoreline College 1999 — 2001
Associate's Business Administration, Business Administration and Management, General
Alexander Donley, CFP®'s AXA Advisors Experience August 2005 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2005 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investment Strategies, Personal Finance, Nonprofits, Asset Management
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelor's, Finance, International Business
Walnut Hills High School 1994 — 1997
AXA Advisors August 2005 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investment Strategies, Personal Finance, Nonprofits, Asset Management
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelor's, Finance, International Business
Walnut Hills High School 1994 — 1997
Gary Chris Johnson, CFP® at AXA Advisors, LLC Gary Chris Johnson, CFP® at AXA Advisors, LLC's AXA Advisors Experience November 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2009 - Present
Skills
Retirement Planning, Estate Planning, Investment Management, Wealth Management..., Personal Finance, Finance, Wealth Management, Management, Risk Management, Financial Analysis, Retirement, Wealth, Financial Advisory..., Life Insurance..., Financial Goals..., Annuity Planning
Education
The Citadel 1987 — 1991
Business Administration and Management, General
AXA Advisors November 2009 - Present
Skills
Retirement Planning, Estate Planning, Investment Management, Wealth Management..., Personal Finance, Finance, Wealth Management, Management, Risk Management, Financial Analysis, Retirement, Wealth, Financial Advisory..., Life Insurance..., Financial Goals..., Annuity Planning
Education
The Citadel 1987 — 1991
Business Administration and Management, General
Dave Murdock Dave Murdock's AXA Advisors Experience July 1992 - January 2002
Job Vice President at Brownson, Rehmus & Foxworth, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Alex Altizer Alex Altizer's AXA Advisors Experience 2005 - Present
Job Financial Consultant & Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2005 - Present
Luxottica Group/Eyemed Vision Care 2000 - 2005
Capital One Financial 1996 - 2000
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Retirement, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Certificate in Retirement Planning
University of Richmond - Robins School of Business 1994 — 1998
Bachelor’s Degree, Finance & Marketing
The George Washington University 1998 — 1999
MSC, Project Mangement
AXA Advisors 2005 - Present
Luxottica Group/Eyemed Vision Care 2000 - 2005
Capital One Financial 1996 - 2000
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Retirement, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Certificate in Retirement Planning
University of Richmond - Robins School of Business 1994 — 1998
Bachelor’s Degree, Finance & Marketing
The George Washington University 1998 — 1999
MSC, Project Mangement
Brad Dickman, CFP®, ChFC® Brad Dickman, CFP®, ChFC®'s AXA Advisors Experience August 2006 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2006 - Present
Education
Columbus Grove High school
The Ohio State University
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors August 2006 - Present
Education
Columbus Grove High school
The Ohio State University
Bachelor of Science (B.S.), Business Administration and Management, General
Jon LeBaron, CPWA®, CFP®, ChFC®, CLU®, MSFS Jon LeBaron, CPWA®, CFP®, ChFC®, CLU®, MSFS's AXA Advisors Experience April 1995 - October 2011
Job Financial Advisor at LeBaron Financial Group
Industry Financial Services
Experience
LeBaron Financial Group April 1995 - Present
Harbour Investments November 2011 - Present
AXA Advisors April 1995 - October 2011
Skills
Investment Advisory, Retirement Planning, Estate Planning, Certified Financial..., Life & Health Insurance..., Securities, Financial Services, Investments, Retirement, Series 7, Finance, Financial Planners, Financial Planning
Education
University of Michigan 1991 — 1995
Bachelor of Arts (BA), Sports Management and Communications
The American College 2002 — 2004
Master of Science (MS), Financial Services
LeBaron Financial Group April 1995 - Present
Harbour Investments November 2011 - Present
AXA Advisors April 1995 - October 2011
Skills
Investment Advisory, Retirement Planning, Estate Planning, Certified Financial..., Life & Health Insurance..., Securities, Financial Services, Investments, Retirement, Series 7, Finance, Financial Planners, Financial Planning
Education
University of Michigan 1991 — 1995
Bachelor of Arts (BA), Sports Management and Communications
The American College 2002 — 2004
Master of Science (MS), Financial Services
Colin Feng, PhD. Colin Feng, PhD.'s AXA Advisors Experience February 2009 - Present
Job Economics Professor
Industry Higher Education
Experience
AXA Advisors February 2009 - Present
Florida SouthWestern State College August 2006 - Present
Skills
Public Speaking, Teaching, Strategic Planning, Customer Service, Nonprofits, Higher Education, Leadership Development, Research, Fundraising, Leadership, Strategic Financial..., Microsoft Office, Event Planning, Microsoft Excel, Adult Education, Team Building, Coaching, Small Business, Social Media
Education
The Ohio State University
Doctor of Philosophy (Ph.D.), Ecnomics
AXA Advisors February 2009 - Present
Florida SouthWestern State College August 2006 - Present
Skills
Public Speaking, Teaching, Strategic Planning, Customer Service, Nonprofits, Higher Education, Leadership Development, Research, Fundraising, Leadership, Strategic Financial..., Microsoft Office, Event Planning, Microsoft Excel, Adult Education, Team Building, Coaching, Small Business, Social Media
Education
The Ohio State University
Doctor of Philosophy (Ph.D.), Ecnomics
Kerri Tietgen's AXA Advisors Experience August 2002 - November 2003
Job President of KT Consulting, MBA, SPHR
Industry Management Consulting
Experience
KT Consulting, Inc. May 2008 - Present
Bellevue University September 2011 - April 2012
Workplace Technology Center June 2008 - September 2011
Harbor Consulting Group December 2003 - June 2008
AXA Advisors August 2002 - November 2003
Federal Reserve Bank June 2000 - November 2001
Federal Reserve Bank September 1998 - December 2000
Skills
Coaching, Leadership Development, Strategic Planning, Organizational..., Leadership, Management, Consulting, Public Speaking, Team Building, Performance Management, Management Consulting, Sales, Executive Coaching, Research, Social Media, Marketing, Training, Employee Relations, Strategy, Change Management, Project Planning, Recruiting, Healthcare, Interviews, Business Development, Start-ups, Human Resources, Business Strategy, Program Management, New Business Development, Process Improvement, CRM, Entrepreneurship, Team Leadership, Business Planning, Account Management, Project Management, Cross-functional Team..., Operations Management, Contract Negotiation, Business Process..., Executive Management, Business Analysis, Vendor Management, Budgets, Sourcing, Negotiation, Personnel Management, Employee Benefits, Risk Management
Education
The University of South Dakota 2002 — 2004
MBA
University of Nebraska-Lincoln 1994 — 1998
Bachelor's of Science in Business Administration, Management & Finance
Beresford High School
Beresford High School
KT Consulting, Inc. May 2008 - Present
Bellevue University September 2011 - April 2012
Workplace Technology Center June 2008 - September 2011
Harbor Consulting Group December 2003 - June 2008
AXA Advisors August 2002 - November 2003
Federal Reserve Bank June 2000 - November 2001
Federal Reserve Bank September 1998 - December 2000
Skills
Coaching, Leadership Development, Strategic Planning, Organizational..., Leadership, Management, Consulting, Public Speaking, Team Building, Performance Management, Management Consulting, Sales, Executive Coaching, Research, Social Media, Marketing, Training, Employee Relations, Strategy, Change Management, Project Planning, Recruiting, Healthcare, Interviews, Business Development, Start-ups, Human Resources, Business Strategy, Program Management, New Business Development, Process Improvement, CRM, Entrepreneurship, Team Leadership, Business Planning, Account Management, Project Management, Cross-functional Team..., Operations Management, Contract Negotiation, Business Process..., Executive Management, Business Analysis, Vendor Management, Budgets, Sourcing, Negotiation, Personnel Management, Employee Benefits, Risk Management
Education
The University of South Dakota 2002 — 2004
MBA
University of Nebraska-Lincoln 1994 — 1998
Bachelor's of Science in Business Administration, Management & Finance
Beresford High School
Beresford High School
Dayle Scheinman, AIF® Dayle Scheinman, AIF®'s AXA Advisors Experience April 2003 - August 2004
Job Retirement Plan Consultant | Helping companies effectively & effeciently manage their corporate retirement plans.
Industry Financial Services
Experience
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
MacDonald Drane MacDonald Drane's AXA Advisors Experience November 1999 - July 2000
Job President at Landscapes by MacDonald
Industry Design
Experience
University of Richmond March 2008 - Present
Landscapes by MacDonald January 2000 - Present
Landscape Construction Management February 2011 - May 2011
Heritage Falls Landscape Design and Construction February 2009 - February 2011
Heritage Falls LLC. May 2008 - February 2011
Ed's Landscaping February 2005 - May 2009
Ed's Landscaping February 2003 - June 2008
AXA Advisors November 1999 - July 2000
Skills
Garden, Landscape Design, Fireplaces, Pavers, Hardscape, Landscape Lighting, Planting, Submittals, Horticulture, Landscaping, Project Planning, Tree Planting, Drawing, Residential Homes, Landscape Architecture, Management, Garden Design, Construction, Sustainability, Site Plans, Site Planning, Gardening, LEED, Training, Sustainable Design, Parks, Comprehensive Planning, Renovation, College Teaching, Team Building, Construction Management, Tree Identification, Residential Design, InDesign, Process Scheduler, Budgets
Education
University of Louisville 1985 — 2011
BSB, Finance
The George Washington University
McDonald's Corp. Hamburger University
Specialized Degree (e
University of Louisville 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Virginia Commonwealth University
Masters, Business Administration
University of Richmond March 2008 - Present
Landscapes by MacDonald January 2000 - Present
Landscape Construction Management February 2011 - May 2011
Heritage Falls Landscape Design and Construction February 2009 - February 2011
Heritage Falls LLC. May 2008 - February 2011
Ed's Landscaping February 2005 - May 2009
Ed's Landscaping February 2003 - June 2008
AXA Advisors November 1999 - July 2000
Skills
Garden, Landscape Design, Fireplaces, Pavers, Hardscape, Landscape Lighting, Planting, Submittals, Horticulture, Landscaping, Project Planning, Tree Planting, Drawing, Residential Homes, Landscape Architecture, Management, Garden Design, Construction, Sustainability, Site Plans, Site Planning, Gardening, LEED, Training, Sustainable Design, Parks, Comprehensive Planning, Renovation, College Teaching, Team Building, Construction Management, Tree Identification, Residential Design, InDesign, Process Scheduler, Budgets
Education
University of Louisville 1985 — 2011
BSB, Finance
The George Washington University
McDonald's Corp. Hamburger University
Specialized Degree (e
University of Louisville 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Virginia Commonwealth University
Masters, Business Administration
Patrick Burdick's AXA Advisors Experience January 1998 - March 2003
Job Managing Director at Stern Brothers Asset Management, LLC
Industry Investment Management
Experience
Stern Brothers Asset Management, LLC 2011 - Present
Charles Schwab & Co.,Inc. March 2003 - September 2010
AXA Advisors January 1998 - March 2003
Skills
Asset Management, Retirement Plan..., Comprehensive Wealth..., 401 K Rollovers, Investment Advisory, Alternative Investments, ETFs, Pensions, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Absolute Return, Portfolio Management, IRAs, Series 65, Fixed Income, MLPs, Asset Managment, Estate Planning, Financial Advisory, Asset Allocation, Investments, Private Equity, Wealth Management, MLP, Wealth Management..., Investment Management, 401k, Capital Markets, Trading, Wealth, Strategic Financial..., Financial Services, Personal Financial..., FINRA, Securities, Mutual Funds, Options, High Net Worth..., Uniform Combined State..., Valuation, Equities, Finance, Financial Markets, Management, Series 7, Risk Management, Financial Modeling
Education
University of Houston 2006 — 2007
CFP Certification, Financial Planning
The University of Texas at Austin 1995 — 1998
BA, Psychology
McCullough High School 1988 — 1992
Stern Brothers Asset Management, LLC 2011 - Present
Charles Schwab & Co.,Inc. March 2003 - September 2010
AXA Advisors January 1998 - March 2003
Skills
Asset Management, Retirement Plan..., Comprehensive Wealth..., 401 K Rollovers, Investment Advisory, Alternative Investments, ETFs, Pensions, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Absolute Return, Portfolio Management, IRAs, Series 65, Fixed Income, MLPs, Asset Managment, Estate Planning, Financial Advisory, Asset Allocation, Investments, Private Equity, Wealth Management, MLP, Wealth Management..., Investment Management, 401k, Capital Markets, Trading, Wealth, Strategic Financial..., Financial Services, Personal Financial..., FINRA, Securities, Mutual Funds, Options, High Net Worth..., Uniform Combined State..., Valuation, Equities, Finance, Financial Markets, Management, Series 7, Risk Management, Financial Modeling
Education
University of Houston 2006 — 2007
CFP Certification, Financial Planning
The University of Texas at Austin 1995 — 1998
BA, Psychology
McCullough High School 1988 — 1992
Yury Fridman Yury Fridman's AXA Advisors Experience December 2011 - Present
Job Business Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Ameriprise Financial Services, Inc. July 2005 - November 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Wealth Management, CRPC, Retirement, Mutual Funds, Financial Advisory, 401k, Estate Planning, Securities, Financial Planning
Education
The Ohio State University 2001 — 2005
Bachelor, Financial Management
AXA Advisors December 2011 - Present
Ameriprise Financial Services, Inc. July 2005 - November 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Wealth Management, CRPC, Retirement, Mutual Funds, Financial Advisory, 401k, Estate Planning, Securities, Financial Planning
Education
The Ohio State University 2001 — 2005
Bachelor, Financial Management
Scott Delaney ChFC Scott Delaney ChFC's AXA Advisors Experience 1997 - 2002
Job Agency Sales Leader at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance 2012 - Present
State Farm Insurance 2008 - May 2012
State Farm Insurance 2006 - 2008
State Farm Insurance 2002 - 2004
AXA Advisors 1997 - 2002
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Investments, Property & Casualty..., Sales, Leadership, Whole Life, Term Life Insurance, CRM, Financial Services, Long-term Care, Retirement Planning, Finance, Strategic Planning, Entrepreneurship
Education
The American College 2006 — 2010
Chartered Financial Consultant, Financial Planning and Services
West Chester University of Pennsylvania 1995 — 1997
BS, Education
Downingtown Senior High 1987 — 1989
State Farm Insurance 2012 - Present
State Farm Insurance 2008 - May 2012
State Farm Insurance 2006 - 2008
State Farm Insurance 2002 - 2004
AXA Advisors 1997 - 2002
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Investments, Property & Casualty..., Sales, Leadership, Whole Life, Term Life Insurance, CRM, Financial Services, Long-term Care, Retirement Planning, Finance, Strategic Planning, Entrepreneurship
Education
The American College 2006 — 2010
Chartered Financial Consultant, Financial Planning and Services
West Chester University of Pennsylvania 1995 — 1997
BS, Education
Downingtown Senior High 1987 — 1989
Ed Phillips Ed Phillips's AXA Advisors Experience 2000 - 2002
Job Enterprise Business Strategy at Cox Communications
Industry Accounting
Experience
Cox Communications August 2014 - Present
The Weather Channel July 2011 - August 2014
GenOn Energy Management (formally Mirant Energy Trading) May 2010 - June 2011
Robert Half International January 2009 - May 2010
Public Gas Partners October 2002 - January 2009
AXA Advisors 2000 - 2002
Skills
Financial Modeling, Budgets, Finance, Forecasting, Analysis, Strategic Financial..., Strategy, Accounting, Variance Analysis, Strategic Planning
Education
The University of Georgia 1995 — 1999
BBA, Finance
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Cox Communications August 2014 - Present
The Weather Channel July 2011 - August 2014
GenOn Energy Management (formally Mirant Energy Trading) May 2010 - June 2011
Robert Half International January 2009 - May 2010
Public Gas Partners October 2002 - January 2009
AXA Advisors 2000 - 2002
Skills
Financial Modeling, Budgets, Finance, Forecasting, Analysis, Strategic Financial..., Strategy, Accounting, Variance Analysis, Strategic Planning
Education
The University of Georgia 1995 — 1999
BBA, Finance
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
David P. Hughes David P. Hughes's AXA Advisors Experience January 2007 - July 2008
Job Founder/Managing Partner at Peachtree Financial Group & Peachtree College PlanningFeeBased Financial Planning
Industry Financial Services
Experience
Peachtree Financial Group March 2010 - Present
New England Financial/New England Securities July 2008 - March 2010
AXA Advisors January 2007 - July 2008
HM Benefits April 2003 - December 2007
Canada Life January 2000 - March 2003
Skills
Wealth Management, Retirement Income..., Disability Insurance, Insurance Planning, Tax Reduction Strategies, College Savings Plans, Retirement, Long Term Care, Wealth Accumulation, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Investment Advisory..., Financial Planners, Finance, Wealth, Financial Services, Small Business, Fixed Annuities, Mutual Funds, Strategic Financial..., IRAs, Investments, Term Life Insurance
Education
The University of Georgia 1995 — 1999
BBA, Marketing
Walton High School 1991 — 1995
Dickerson Middle School
Peachtree Financial Group March 2010 - Present
New England Financial/New England Securities July 2008 - March 2010
AXA Advisors January 2007 - July 2008
HM Benefits April 2003 - December 2007
Canada Life January 2000 - March 2003
Skills
Wealth Management, Retirement Income..., Disability Insurance, Insurance Planning, Tax Reduction Strategies, College Savings Plans, Retirement, Long Term Care, Wealth Accumulation, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Investment Advisory..., Financial Planners, Finance, Wealth, Financial Services, Small Business, Fixed Annuities, Mutual Funds, Strategic Financial..., IRAs, Investments, Term Life Insurance
Education
The University of Georgia 1995 — 1999
BBA, Marketing
Walton High School 1991 — 1995
Dickerson Middle School
Ryan J. Johnson Ryan J. Johnson's AXA Advisors Experience March 2008 - Present
Job Financial Consultant / Retirement Benefits Specialist
Industry Financial Services
Experience
AXA Advisors March 2008 - Present
Kooma Restaurant March 2003 - March 2006
Skills
Investment Strategies, Wealth Management, 401k Rollovers, Financial Strategies, Asset Management, Employee Benefits, Asset Allocation, Risk Management, Portfolio Management, Retirement Strategies, Insurance Strategies, Estate Strategies, Investment Management, Wealth Management...
Education
The Ohio State University 2000 — 2004
Bachelor's Degree, Mass Communications & Social Issues
Upper Perkiomen High School 1996 — 2000
AXA Advisors March 2008 - Present
Kooma Restaurant March 2003 - March 2006
Skills
Investment Strategies, Wealth Management, 401k Rollovers, Financial Strategies, Asset Management, Employee Benefits, Asset Allocation, Risk Management, Portfolio Management, Retirement Strategies, Insurance Strategies, Estate Strategies, Investment Management, Wealth Management...
Education
The Ohio State University 2000 — 2004
Bachelor's Degree, Mass Communications & Social Issues
Upper Perkiomen High School 1996 — 2000
Neil Hegde Neil Hegde's AXA Advisors Experience April 2014 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
JPMorgan Chase February 2009 - July 2009
Skills
Management, Banking, Goal-driven leader, Forecasting, Presentation Development, Cross Functional..., Accounting, Essbase, Analysis, Financial Analysis, Valuation, Internal Audit, Energetic Self-Starter, Analytical Background, Creativity
Education
The Ohio State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
JPMorgan Chase February 2009 - July 2009
Skills
Management, Banking, Goal-driven leader, Forecasting, Presentation Development, Cross Functional..., Accounting, Essbase, Analysis, Financial Analysis, Valuation, Internal Audit, Energetic Self-Starter, Analytical Background, Creativity
Education
The Ohio State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Jenna Holmes's AXA Advisors Experience June 2014 - August 2014
Job ERS Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
U.S. Department of the Treasury September 2014 - December 2014
AXA Advisors June 2014 - August 2014
National Credit Union Administration September 2013 - January 2014
Skills
Critical Thinking, Microsoft Office, Credit Unions, Leadership, Spanish, Case Studies, Stata, SPSS, Spanish-speaking, Morningstar, Macroeconomic Advisers, Data Analysis, Research, Forecasting, Economics, Econometrics, Statistics, Interest Rates, Microsoft Excel
Education
The George Washington University
Bachelor’s Degree, Economics
Sidwell Friends School 2005 — 2009
Deloitte September 2015 - Present
U.S. Department of the Treasury September 2014 - December 2014
AXA Advisors June 2014 - August 2014
National Credit Union Administration September 2013 - January 2014
Skills
Critical Thinking, Microsoft Office, Credit Unions, Leadership, Spanish, Case Studies, Stata, SPSS, Spanish-speaking, Morningstar, Macroeconomic Advisers, Data Analysis, Research, Forecasting, Economics, Econometrics, Statistics, Interest Rates, Microsoft Excel
Education
The George Washington University
Bachelor’s Degree, Economics
Sidwell Friends School 2005 — 2009
robert gutierrez's AXA Advisors Experience April 2012 - October 2012
Job Financial professional
Industry Financial Services
Experience
PKS Investments February 2013 - February 2014
AXA Advisors April 2012 - October 2012
Skills
Finance, Financial Analysis, Operations Management, Business Analysis, Financial Accounting, Customer Service, Analytics, Technology, Microsoft Office, Microsoft Excel, Microsoft SQL Server, QuickBooks, Strategic Financial..., Risk Management, Investments, Financial Modeling, Portfolio Management, Corporate Finance
Education
The College of Saint Rose 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
PKS Investments February 2013 - February 2014
AXA Advisors April 2012 - October 2012
Skills
Finance, Financial Analysis, Operations Management, Business Analysis, Financial Accounting, Customer Service, Analytics, Technology, Microsoft Office, Microsoft Excel, Microsoft SQL Server, QuickBooks, Strategic Financial..., Risk Management, Investments, Financial Modeling, Portfolio Management, Corporate Finance
Education
The College of Saint Rose 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Christopher Karpie Christopher Karpie's AXA Advisors Experience March 2014 - Present
Job Financial Consultant with AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
HSBC Mortgage Services May 2012 - August 2012
HSBC Mortgage Services June 2011 - August 2011
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Needs Analysis, Business Succession..., Charitable Giving..., Stock Market, Works well in a team
Education
The University of Akron 2009 — 2013
Bachelor's degree, Financial Planning and Services
Starpoint High School 2005 — 2009
AXA Advisors March 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
HSBC Mortgage Services May 2012 - August 2012
HSBC Mortgage Services June 2011 - August 2011
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Needs Analysis, Business Succession..., Charitable Giving..., Stock Market, Works well in a team
Education
The University of Akron 2009 — 2013
Bachelor's degree, Financial Planning and Services
Starpoint High School 2005 — 2009
William Cleary William Cleary's AXA Advisors Experience September 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Biomolecular Materials & Membrane Biophysics Lab September 2012 - June 2013
Mao Research Group January 2012 - May 2012
Sid Jacobson JCC January 2009 - January 2012
Skills
Java, MATLAB, Research, Investments, Asset Management, Asset Protection, Financial Analysis, Asset Planning, Strategic Financial..., Financial Risk..., Small Business..., Business Strategy, Business Planning, Retirement Planning, Personal Financial..., Wealth Management, Technical Analysis, Quantitative Risk..., Tactical Asset..., Networking, eMoney Pro, Portfolio Management
Education
Johns Hopkins University, Whiting School of Engineering 2009 — 2013
Bachelor of Science, Materials Science and Engineering; Biomaterials
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Materials Science and Engineering
AXA Advisors September 2013 - Present
Biomolecular Materials & Membrane Biophysics Lab September 2012 - June 2013
Mao Research Group January 2012 - May 2012
Sid Jacobson JCC January 2009 - January 2012
Skills
Java, MATLAB, Research, Investments, Asset Management, Asset Protection, Financial Analysis, Asset Planning, Strategic Financial..., Financial Risk..., Small Business..., Business Strategy, Business Planning, Retirement Planning, Personal Financial..., Wealth Management, Technical Analysis, Quantitative Risk..., Tactical Asset..., Networking, eMoney Pro, Portfolio Management
Education
Johns Hopkins University, Whiting School of Engineering 2009 — 2013
Bachelor of Science, Materials Science and Engineering; Biomaterials
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Materials Science and Engineering
Jeremy Katz Jeremy Katz's AXA Advisors Experience October 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
Union Bank 2007 - 2012
Hain Capital Group, LLC June 2006 - August 2006
Sheridan Asset Management, LLC June 2005 - August 2005
Skills
Fixed Income, Securities Lending, Corporate Finance, Bloomberg, Direct Lending, Global View, Financial Advisory, financial pl, Life Insurance, Variable Annuities, Asset Allocation
Education
Trinity College, Dublin 2006 — 2007
One-Year Visiting Socrates Student: BESS (Business, Economics and Social Sciences)
The Ohio State University 2004 — 2007
BA, Poltical Science
University of Colorado Boulder 2002 — 2004
Business
Shaker Heights High School 1998 — 2002
AXA Advisors October 2012 - Present
Union Bank 2007 - 2012
Hain Capital Group, LLC June 2006 - August 2006
Sheridan Asset Management, LLC June 2005 - August 2005
Skills
Fixed Income, Securities Lending, Corporate Finance, Bloomberg, Direct Lending, Global View, Financial Advisory, financial pl, Life Insurance, Variable Annuities, Asset Allocation
Education
Trinity College, Dublin 2006 — 2007
One-Year Visiting Socrates Student: BESS (Business, Economics and Social Sciences)
The Ohio State University 2004 — 2007
BA, Poltical Science
University of Colorado Boulder 2002 — 2004
Business
Shaker Heights High School 1998 — 2002
Erin Yamada, ARM Erin Yamada, ARM's AXA Advisors Experience October 2010 - July 2011
Job Broker at Marsh & McLennan Companies, Inc.
Industry Utilities
Experience
Marsh July 2013 - Present
Marsh & McLennan Companies, Inc. July 2013 - August 2015
Lockton Companies May 2012 - August 2012
AXA Advisors October 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Teamwork, Windows, Outlook, English, Public Speaking, Social Media, Time Management, Spanish
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (BA), Economics
Marsh July 2013 - Present
Marsh & McLennan Companies, Inc. July 2013 - August 2015
Lockton Companies May 2012 - August 2012
AXA Advisors October 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Teamwork, Windows, Outlook, English, Public Speaking, Social Media, Time Management, Spanish
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (BA), Economics
John Vandagriff John Vandagriff's AXA Advisors Experience January 2006 - November 2006
Job
Industry Utilities
Experience
Tennessee Valley Authority February 2011 - Present
Dealer Specialties December 2009 - July 2010
Liberty League International 2008 - 2010
MRINetwork September 2008 - December 2009
AXA Advisors January 2006 - November 2006
Newton Automotive Group August 1991 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Negotiation, Entrepreneurship, Project Planning, Marketing
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration, Management and Operations
Chattanooga Central H.S. 1966 — 1969
Tennessee Valley Authority February 2011 - Present
Dealer Specialties December 2009 - July 2010
Liberty League International 2008 - 2010
MRINetwork September 2008 - December 2009
AXA Advisors January 2006 - November 2006
Newton Automotive Group August 1991 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Negotiation, Entrepreneurship, Project Planning, Marketing
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration, Management and Operations
Chattanooga Central H.S. 1966 — 1969
Chad Vavpetic Chad Vavpetic's AXA Advisors Experience January 2011 - Present
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
AXA Advisors 2007 - 2011
AXA Advisors May 2006 - December 2010
Skills
Mutual Funds, Series 7, Insurance, Investments, Estate Planning, Disability Insurance, Financial Advisory, Long Term Care Insurance, Retirement Planning, Full Financial Planning, IRA and 401(k) Rollovers, College Savings Plans, Long-Term Care Insurance
Education
The Ohio State University 1991 — 1994
Bachelor of Arts (BA), Business/Corporate Communications
Lake Catholic High School 1985 — 1989
AXA Advisors January 2011 - Present
AXA Advisors 2007 - 2011
AXA Advisors May 2006 - December 2010
Skills
Mutual Funds, Series 7, Insurance, Investments, Estate Planning, Disability Insurance, Financial Advisory, Long Term Care Insurance, Retirement Planning, Full Financial Planning, IRA and 401(k) Rollovers, College Savings Plans, Long-Term Care Insurance
Education
The Ohio State University 1991 — 1994
Bachelor of Arts (BA), Business/Corporate Communications
Lake Catholic High School 1985 — 1989
Robert Pupo Robert Pupo's AXA Advisors Experience February 2004 - December 2004
Job International Business Development
Industry Insurance
Experience
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
Shawn Glogowski, CFP®'s AXA Advisors Experience November 2006 - November 2007
Job Principal & Chief Compliance Officer at GCW Capital, LLC
Industry Financial Services
Experience
GCW Capital, LLC August 2014 - Present
Waring Financial Group November 2007 - Present
AXA Advisors November 2006 - November 2007
Skills
Personal Financial..., Estate Planning, Wealth Management, Investment Management, Investments, Strategic Financial..., Retirement Planning, Securities, Financial Advisory, Retirement, Asset Management, Personal Finance, Investment Advisory, Finance, Financial Services, Financial Planners, IRAs, Wealth Management..., 401k, Asset Allocation, Series 7, Mutual Funds, Financial Planning
Education
The American College
Chartered Financial Consultant (ChFC)
University at Buffalo
GCW Capital, LLC August 2014 - Present
Waring Financial Group November 2007 - Present
AXA Advisors November 2006 - November 2007
Skills
Personal Financial..., Estate Planning, Wealth Management, Investment Management, Investments, Strategic Financial..., Retirement Planning, Securities, Financial Advisory, Retirement, Asset Management, Personal Finance, Investment Advisory, Finance, Financial Services, Financial Planners, IRAs, Wealth Management..., 401k, Asset Allocation, Series 7, Mutual Funds, Financial Planning
Education
The American College
Chartered Financial Consultant (ChFC)
University at Buffalo
Brandon Krupunich Brandon Krupunich's AXA Advisors Experience January 2013 - April 2013
Job NAV Specialist, Associate II at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
SEFCU June 2012 - Present
AXA Advisors January 2013 - April 2013
Skills
Problem Solving, Financial Analysis, Stock Picking, Risk Assessment, Stock Trading, Portfolio Management, Regression Analysis
Education
The College of Saint Rose 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance Concentration
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
SEFCU June 2012 - Present
AXA Advisors January 2013 - April 2013
Skills
Problem Solving, Financial Analysis, Stock Picking, Risk Assessment, Stock Trading, Portfolio Management, Regression Analysis
Education
The College of Saint Rose 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance Concentration
Bruce Jackson Bruce Jackson's AXA Advisors Experience October 2002 - April 2011
Job Financial Planner
Industry Financial Services
Experience
AXA Advisors October 2002 - April 2011
Education
The Ohio State University
AXA Advisors October 2002 - April 2011
Education
The Ohio State University
Nicolas E. Lance Nicolas E. Lance's AXA Advisors Experience July 2001 - January 2005
Job CLevel Global Insurance Executive Strategy | Transformation | M&A Integration | Big Data & Analytics
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
Ryan Sheppard, ChFC® Ryan Sheppard, ChFC®'s AXA Advisors Experience October 2004 - March 2007
Job Partner & Financial Advisor
Industry Financial Services
Experience
Capstone Wealth Partners December 2009 - Present
Eagle Strategies, LLC May 2007 - November 2009
AXA Advisors October 2004 - March 2007
Skills
Registered Investment..., Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Financial Planning, Retirement Planning, Retirement Savings, Monte Carlo Simulation, College Education...
Education
The American College 2007 — 2013
ChFC, CFP, Advanced Financial Planning
The Ohio State University 1999 — 2003
B.S., Economics
Capstone Wealth Partners December 2009 - Present
Eagle Strategies, LLC May 2007 - November 2009
AXA Advisors October 2004 - March 2007
Skills
Registered Investment..., Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Financial Planning, Retirement Planning, Retirement Savings, Monte Carlo Simulation, College Education...
Education
The American College 2007 — 2013
ChFC, CFP, Advanced Financial Planning
The Ohio State University 1999 — 2003
B.S., Economics
Nate Holley's AXA Advisors Experience May 2008 - May 2010
Job Channel Development Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2014 - Present
PNC January 2013 - December 2013
PNC May 2010 - December 2012
AXA Advisors May 2008 - May 2010
Skills
Banking, Investments, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Finance, Sales, Marketing, Financial Analysis, Financial Advisory, Credit, Asset Management
Education
The Ohio State University 2003 — 2007
Medina High School 1998 — 2002
PNC Wealth Management January 2014 - Present
PNC January 2013 - December 2013
PNC May 2010 - December 2012
AXA Advisors May 2008 - May 2010
Skills
Banking, Investments, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Finance, Sales, Marketing, Financial Analysis, Financial Advisory, Credit, Asset Management
Education
The Ohio State University 2003 — 2007
Medina High School 1998 — 2002
Shamil Shalwani's AXA Advisors Experience April 2011 - April 2013
Job Hotel Marketplace Consultant at Lanyon
Industry Information Technology and Services
Experience
Lanyon June 2013 - Present
AXA Advisors April 2011 - April 2013
Pump It Up January 2010 - January 2011
Skills
Leadership, Customer Service, Budgets, Project Management, Microsoft Office, Analysis, Management, Time Management, Microsoft Excel, PowerPoint, Sales, Public Speaking, Teamwork, Marketing, Social Media, Team Leadership, Project Planning, Brand Awareness, Strategic Planning, Finance, Entrepreneurship, Public Relations, Team Building, Fundraising, Organizational..., Microsoft Word, Salesforce.com, Team Management, Market Research, Data Analysis, Account Management, Analytical Skills, Communication, Solution Selling, Customer Support, QuickBooks, Business Development, Change Management, Mathematics, AutoCAD, Strategy, Brand Development, Trade Shows, Business Networking
Education
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Newman Smith High School 2005 — 2009
Lanyon June 2013 - Present
AXA Advisors April 2011 - April 2013
Pump It Up January 2010 - January 2011
Skills
Leadership, Customer Service, Budgets, Project Management, Microsoft Office, Analysis, Management, Time Management, Microsoft Excel, PowerPoint, Sales, Public Speaking, Teamwork, Marketing, Social Media, Team Leadership, Project Planning, Brand Awareness, Strategic Planning, Finance, Entrepreneurship, Public Relations, Team Building, Fundraising, Organizational..., Microsoft Word, Salesforce.com, Team Management, Market Research, Data Analysis, Account Management, Analytical Skills, Communication, Solution Selling, Customer Support, QuickBooks, Business Development, Change Management, Mathematics, AutoCAD, Strategy, Brand Development, Trade Shows, Business Networking
Education
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Newman Smith High School 2005 — 2009
Brett Hof Brett Hof's AXA Advisors Experience April 2011 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
Skills
Wealth Management, Financial Planning, Insurance Planning, Long-Term Care Planning..., Retirement Planning..., Education Planning..., Risk Management, IRA Distribution..., Tax-Efficient Investing...
Education
The Ohio State University Fisher College of Business 2005 — 2010
Bachelor's degree, Finance, Economics
AXA Advisors April 2011 - Present
Skills
Wealth Management, Financial Planning, Insurance Planning, Long-Term Care Planning..., Retirement Planning..., Education Planning..., Risk Management, IRA Distribution..., Tax-Efficient Investing...
Education
The Ohio State University Fisher College of Business 2005 — 2010
Bachelor's degree, Finance, Economics
Theodore Tiftickjian Theodore Tiftickjian's AXA Advisors Experience May 2013 - December 2013
Job Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group July 2015 - Present
Arch Insurance Group June 2014 - August 2014
AXA Advisors May 2013 - December 2013
Wegmans Food Markets June 2009 - December 2013
Skills
Time Management, PowerPoint, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Event Planning
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Arch Insurance Group July 2015 - Present
Arch Insurance Group June 2014 - August 2014
AXA Advisors May 2013 - December 2013
Wegmans Food Markets June 2009 - December 2013
Skills
Time Management, PowerPoint, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Event Planning
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Henry Shields Henry Shields's AXA Advisors Experience 2007 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
TownHall April 2005 - Present
Skills
Wealth Management, Estate Planning (Funded..., Business Sucession..., Financial Planning
Education
The Catholic University of America 1995 — 1999
BA
Salesianum HS 1992 — 1995
AXA Advisors 2007 - Present
TownHall April 2005 - Present
Skills
Wealth Management, Estate Planning (Funded..., Business Sucession..., Financial Planning
Education
The Catholic University of America 1995 — 1999
BA
Salesianum HS 1992 — 1995
W Phil Ratcliff, CFP®, ChFC®, CLU® W Phil Ratcliff, CFP®, ChFC®, CLU®'s AXA Advisors Experience June 2006 - August 2013
Job President at rebel Financial
Industry Financial Services
Experience
rebel Financial LLC August 2013 - Present
NorthStar BNI July 2012 - Present
AXA Advisors June 2006 - August 2013
US Army January 1998 - June 2005
American Express 2003 - 2005
Skills
Retirement Planning, Business Planning, Life Insurance..., Long-Term Care..., Disability Insurance..., Asset Management, Education Planning, Estate Planning..., Retirement, Financial Planners, Fixed Annuities, Estate Planning, Investments, Life Insurance, Securities, Insurance, Finance, Mutual Funds, Wealth Management, 401k, Financial Planning, Management, Leadership
Education
The American College 2010 — 2013
CFP, Financial Planning and Services, A
The American College 2010 — 2013
ChFC - Chartered Financial Consultant, Financial Planning and Services, A
Webster University (AT) 2005 — 2006
MBA, Business
The Ohio State University 2002 — 2003
BA, History
United States Military Academy at West Point 1999 — 2002
History and Computer Science
rebel Financial LLC August 2013 - Present
NorthStar BNI July 2012 - Present
AXA Advisors June 2006 - August 2013
US Army January 1998 - June 2005
American Express 2003 - 2005
Skills
Retirement Planning, Business Planning, Life Insurance..., Long-Term Care..., Disability Insurance..., Asset Management, Education Planning, Estate Planning..., Retirement, Financial Planners, Fixed Annuities, Estate Planning, Investments, Life Insurance, Securities, Insurance, Finance, Mutual Funds, Wealth Management, 401k, Financial Planning, Management, Leadership
Education
The American College 2010 — 2013
CFP, Financial Planning and Services, A
The American College 2010 — 2013
ChFC - Chartered Financial Consultant, Financial Planning and Services, A
Webster University (AT) 2005 — 2006
MBA, Business
The Ohio State University 2002 — 2003
BA, History
United States Military Academy at West Point 1999 — 2002
History and Computer Science
Brad McBrair's AXA Advisors Experience April 2010 - April 2011
Job Sales Consultant at Prudential
Industry Financial Services
Experience
Prudential Financial April 2011 - Present
AXA Advisors April 2010 - April 2011
Transamerica Capital March 2006 - June 2009
TIAA-CREF September 2004 - March 2006
Skills
Sales, Analysis, Sales Operations, Retirement, Competitive Analysis, Financial Services, Personal Financial..., Marketing
Education
The Ohio State University
Bachelor's Degree, Mass Communication
Morris Knolls High School
Prudential Financial April 2011 - Present
AXA Advisors April 2010 - April 2011
Transamerica Capital March 2006 - June 2009
TIAA-CREF September 2004 - March 2006
Skills
Sales, Analysis, Sales Operations, Retirement, Competitive Analysis, Financial Services, Personal Financial..., Marketing
Education
The Ohio State University
Bachelor's Degree, Mass Communication
Morris Knolls High School
Erick Roche Erick Roche's AXA Advisors Experience March 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Allegis Group February 2014 - April 2014
Silver Spring Country Club 2012 - 2014
New York Mets 2011 - 2014
Skills
Management, Customer Service, Recruiting, Strategic Planning, Change Management, Finance, Sales, Banking, Teamwork, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Adobe Photoshop, Abode Illustrator, Bloomberg Certified, PeopleSoft, Microsoft Office, PowerPoint, Access, Photoshop
Education
The University of Connecticut School of Business 2011 — 2015
Financial Management
UConn Business & Economics in London, England 2014 — 2014
Finance and Financial Management Services
AXA Advisors March 2015 - Present
Allegis Group February 2014 - April 2014
Silver Spring Country Club 2012 - 2014
New York Mets 2011 - 2014
Skills
Management, Customer Service, Recruiting, Strategic Planning, Change Management, Finance, Sales, Banking, Teamwork, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Adobe Photoshop, Abode Illustrator, Bloomberg Certified, PeopleSoft, Microsoft Office, PowerPoint, Access, Photoshop
Education
The University of Connecticut School of Business 2011 — 2015
Financial Management
UConn Business & Economics in London, England 2014 — 2014
Finance and Financial Management Services
Niweina Song's AXA Advisors Experience July 2011 - August 2011
Job Student at George Washington University
Industry Financial Services
Experience
George Washington University September 2014 - Present
AXA Advisors July 2011 - August 2011
Industrial and Commercial Bank of China July 2010 - August 2011
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint
Education
The George Washington University 2014 — 2016
Master of Science in Finance
The George Washington University 2014 — 2016
Master's degree, Finance, General
University of Denver - Daniels College of Business 2008 — 2012
George Washington University September 2014 - Present
AXA Advisors July 2011 - August 2011
Industrial and Commercial Bank of China July 2010 - August 2011
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint
Education
The George Washington University 2014 — 2016
Master of Science in Finance
The George Washington University 2014 — 2016
Master's degree, Finance, General
University of Denver - Daniels College of Business 2008 — 2012
Benedict H. Lee's AXA Advisors Experience January 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
U.S. Securities and Exchange Commission September 2013 - November 2013
Ann Arbor Angels June 2013 - August 2013
U.S. District Court, Eastern District of Michigan May 2013 - July 2013
United States Attorney's Office, Northern District of Texas May 2012 - July 2012
Fulbright & Jaworski July 2008 - May 2010
Education
The George Washington University Law School
JD
University of Michigan
BA, Political Science, History, and Russian Studies
AXA Advisors January 2015 - Present
U.S. Securities and Exchange Commission September 2013 - November 2013
Ann Arbor Angels June 2013 - August 2013
U.S. District Court, Eastern District of Michigan May 2013 - July 2013
United States Attorney's Office, Northern District of Texas May 2012 - July 2012
Fulbright & Jaworski July 2008 - May 2010
Education
The George Washington University Law School
JD
University of Michigan
BA, Political Science, History, and Russian Studies
Michael Kalina's AXA Advisors Experience May 2007 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2007 - Present
GM Jr. Scouting June 2007 - July 2015
Skills
Tax Management, Risk Management, College Investments, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, IRA Investing, 401k Investing, 401a Investing, 403b Investing, Fixed Annuity Investing, Variable Annuity..., Fixed Income Strategies, Insurance Options, Mutual Fund Investments
Education
The University of Kansas 1997 — 2002
Bachelor’s Degree, Education
AXA Advisors May 2007 - Present
GM Jr. Scouting June 2007 - July 2015
Skills
Tax Management, Risk Management, College Investments, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, IRA Investing, 401k Investing, 401a Investing, 403b Investing, Fixed Annuity Investing, Variable Annuity..., Fixed Income Strategies, Insurance Options, Mutual Fund Investments
Education
The University of Kansas 1997 — 2002
Bachelor’s Degree, Education
Jennifer Miller-Crater's AXA Advisors Experience 2005 - 2006
Job Business Development and Talent Manager | Financial & Acounting | Clerical Staffing
Industry Staffing and Recruiting
Experience
PrideStaff Financial January 2015 - Present
CraterHoldings, LLC March 2004 - Present
Sun Scientific March 2011 - March 2012
AXA Advisors 2005 - 2006
Clayton on the Park Hotel/Smith & Slays January 2003 - January 2005
SAVARONA Internation Club 2000 - 2003
Tha Apple Organization 1996 - 2000
Skills
Management, Sales, Leadership, Staffing Services, Temporary Staffing, Marketing, Microsoft Excel, Training, Microsoft Office, Microsoft Word, Research, PowerPoint, Photoshop, Contract Recruitment, Staff Retention, Direct Marketing, Sponsorship, Product Launch, Luxury Brand Marketing, Public Relations, E-Marketing, English, Business Development, Strategic Planning, Account Management, Advertising, Marketing Communications, Event Management
Education
Youngstown State University 1994 — 1996
Bachelor's degree, Business Administration and Management, General
The Ohio State University 1992 — 1994
Business Administration and Management, General
PrideStaff Financial January 2015 - Present
CraterHoldings, LLC March 2004 - Present
Sun Scientific March 2011 - March 2012
AXA Advisors 2005 - 2006
Clayton on the Park Hotel/Smith & Slays January 2003 - January 2005
SAVARONA Internation Club 2000 - 2003
Tha Apple Organization 1996 - 2000
Skills
Management, Sales, Leadership, Staffing Services, Temporary Staffing, Marketing, Microsoft Excel, Training, Microsoft Office, Microsoft Word, Research, PowerPoint, Photoshop, Contract Recruitment, Staff Retention, Direct Marketing, Sponsorship, Product Launch, Luxury Brand Marketing, Public Relations, E-Marketing, English, Business Development, Strategic Planning, Account Management, Advertising, Marketing Communications, Event Management
Education
Youngstown State University 1994 — 1996
Bachelor's degree, Business Administration and Management, General
The Ohio State University 1992 — 1994
Business Administration and Management, General
William McCandless III's AXA Advisors Experience February 2010 - August 2010
Job C. Willy Zackwrite
Industry Design
Experience
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
James Czajkowski James Czajkowski's AXA Advisors Experience February 1991 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 1991 - Present
American Express Financial Advisors August 1985 - December 1990
Skills
Retirement Planning, Wealth Management, Investment services, Investment planning, Execuitive benefits..., Education planning..., Long term care planning..., Estate Planning, Financial Strategy, Insurance Planning, Annuity services, Tax-deferred investment..., IRA distribution..., Risk Management, 401 (k) distribution...
Education
The University of Connecticut School of Business 1982 — 1985
finance
AXA Advisors February 1991 - Present
American Express Financial Advisors August 1985 - December 1990
Skills
Retirement Planning, Wealth Management, Investment services, Investment planning, Execuitive benefits..., Education planning..., Long term care planning..., Estate Planning, Financial Strategy, Insurance Planning, Annuity services, Tax-deferred investment..., IRA distribution..., Risk Management, 401 (k) distribution...
Education
The University of Connecticut School of Business 1982 — 1985
finance
Hena Hyder Hena Hyder's AXA Advisors Experience October 2007 - June 2008
Job Senior Custody Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Lawrence Larry Place's AXA Advisors Experience March 2007 - June 2009
Job Senior Financial Analyst
Industry Information Technology and Services
Experience
Hewlett-Packard July 2013 - Present
Hewlett-Packard May 2012 - August 2012
Merrill Lynch November 2010 - July 2011
AXA Advisors March 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Financial Services, Capital Markets, Fixed Annuities, Finance, Strategic Financial..., Investments, Asset Management, Valuation, Internal Audit, Strategy, Management, Process Improvement, Project Management, Microsoft Excel, Consulting, Strategic Planning
Education
University of Georgia - Terry College of Business 2011 — 2013
Master of Business Administration (MBA), Finance
The Citadel 2002 — 2006
BS, Business Administration
Hewlett-Packard July 2013 - Present
Hewlett-Packard May 2012 - August 2012
Merrill Lynch November 2010 - July 2011
AXA Advisors March 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Financial Services, Capital Markets, Fixed Annuities, Finance, Strategic Financial..., Investments, Asset Management, Valuation, Internal Audit, Strategy, Management, Process Improvement, Project Management, Microsoft Excel, Consulting, Strategic Planning
Education
University of Georgia - Terry College of Business 2011 — 2013
Master of Business Administration (MBA), Finance
The Citadel 2002 — 2006
BS, Business Administration
Zach Alexander's AXA Advisors Experience March 2014 - May 2015
Job Planning & Implementation Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Ingrid L. Roosild, MBA, CRC's AXA Advisors Experience August 2001 - October 2002
Job Regional President/Lead Financial Advisor at Olympus Financial Advisors
Industry Financial Services
Experience
Olympus Financial Advisors November 2002 - Present
AXA Advisors August 2001 - October 2002
University of New Mexico August 1999 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Investment Management, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Analysis, Term Life Insurance, Long Term Care Insurance, Guaranteed Lifetime..., Competitive Analysis, Personal Financial..., Financial Coaching, Permanent Life Insurance, Life & Health Insurance..., Variable Annuities, Indexed Annuities, Cash Flow Forecasting, Divorce
Education
The University of New Mexico 1995 — 1997
Masters of Business Administration, Information Systems
The University of New Mexico 1991 — 1995
Bachelor's of Arts, Fine Arts
Olympus Financial Advisors November 2002 - Present
AXA Advisors August 2001 - October 2002
University of New Mexico August 1999 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Investment Management, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Analysis, Term Life Insurance, Long Term Care Insurance, Guaranteed Lifetime..., Competitive Analysis, Personal Financial..., Financial Coaching, Permanent Life Insurance, Life & Health Insurance..., Variable Annuities, Indexed Annuities, Cash Flow Forecasting, Divorce
Education
The University of New Mexico 1995 — 1997
Masters of Business Administration, Information Systems
The University of New Mexico 1991 — 1995
Bachelor's of Arts, Fine Arts
Korey Nissen's AXA Advisors Experience April 2013 - January 2015
Job Retirement Plan Counselor at EMPOWER Retirement
Industry Marketing and Advertising
Experience
EMPOWER Retirement January 2015 - Present
AXA Advisors April 2013 - January 2015
Self-employed January 2010 - April 2013
Nissen Family May 2004 - April 2013
Bonis Finance Development May 2002 - May 2004
Butler Machinery May 1998 - August 2002
Interstate Companies, Inc. June 1994 - April 1998
Skills
Customer-focused, Presenter, Communicaitons, Relationship Enhancement, Catering, Industrial Markets, Keen Listener, Parent-child..., Marketing, PowerPoint, Specing, Service Contract, Service Management, Insurance Training, Strategy, Sales, Customer Service
Education
The University of North Dakota 1986 — 1990
Bachelor's Degree, Marketing & Professional Training
Fargo South High
Fargo South High
EMPOWER Retirement January 2015 - Present
AXA Advisors April 2013 - January 2015
Self-employed January 2010 - April 2013
Nissen Family May 2004 - April 2013
Bonis Finance Development May 2002 - May 2004
Butler Machinery May 1998 - August 2002
Interstate Companies, Inc. June 1994 - April 1998
Skills
Customer-focused, Presenter, Communicaitons, Relationship Enhancement, Catering, Industrial Markets, Keen Listener, Parent-child..., Marketing, PowerPoint, Specing, Service Contract, Service Management, Insurance Training, Strategy, Sales, Customer Service
Education
The University of North Dakota 1986 — 1990
Bachelor's Degree, Marketing & Professional Training
Fargo South High
Fargo South High
Michael Cantin's AXA Advisors Experience July 1996 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 1996 - Present
AXA Advisors July 1986 - June 1996
Skills
Investments, Retirement Planning, Financial Services, Life Insurance, Training, Asset Management, Recruiting, Sales Management, Practice Management, Coaching, Mentoring, Leadership Development, Supervision, Accountability
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
Wake Forest University 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors July 1996 - Present
AXA Advisors July 1986 - June 1996
Skills
Investments, Retirement Planning, Financial Services, Life Insurance, Training, Asset Management, Recruiting, Sales Management, Practice Management, Coaching, Mentoring, Leadership Development, Supervision, Accountability
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
Wake Forest University 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Justina Reid's AXA Advisors Experience December 2007 - October 2010
Job Office Manager / Administrative Assistant at Golden Biotechnology Corp
Industry Executive Office
Experience
GoldenBiotech Corp May 2012 - Present
TGM October 2010 - March 2013
AXA Advisors December 2007 - October 2010
CompuPay June 2006 - December 2007
Sterling Jewelers 2004 - September 2006
HR Block Tax and Business Services January 2000 - April 2004
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Customer Service, Data Entry, Customer Relations, Microsoft Word, Accounts Payable, Payroll, Software Documentation, Invoicing, Training, Marketing, Administrative..., Spreadsheets, Office Management, Telephone Skills, Time Management, Human Resources, Travel Arrangements, Accounting, Insurance, Microsoft Excel, Office Administration, Sales, Sales Operations, Administrative...
Education
Hudson County Community College 2012 — 2017
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 3.33
Herzing University Online 2009 — 2012
Associates, Medical Billing and Coding
The University of Akron 2004 — 2006
home 1996 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
GoldenBiotech Corp May 2012 - Present
TGM October 2010 - March 2013
AXA Advisors December 2007 - October 2010
CompuPay June 2006 - December 2007
Sterling Jewelers 2004 - September 2006
HR Block Tax and Business Services January 2000 - April 2004
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Customer Service, Data Entry, Customer Relations, Microsoft Word, Accounts Payable, Payroll, Software Documentation, Invoicing, Training, Marketing, Administrative..., Spreadsheets, Office Management, Telephone Skills, Time Management, Human Resources, Travel Arrangements, Accounting, Insurance, Microsoft Excel, Office Administration, Sales, Sales Operations, Administrative...
Education
Hudson County Community College 2012 — 2017
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 3.33
Herzing University Online 2009 — 2012
Associates, Medical Billing and Coding
The University of Akron 2004 — 2006
home 1996 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
Carol Chapman Carol Chapman's AXA Advisors Experience May 2009 - August 2009
Job Account Executive at agencyEA
Industry Marketing and Advertising
Experience
agencyEA October 2013 - Present
The Container Store August 2012 - October 2013
The Container Store 2010 - August 2012
Texas Monthly January 2010 - May 2010
AXA Advisors May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, Marketing, PowerPoint, Microsoft Office, Email Marketing, Public Relations, Marketing Communications, Blogging, Microsoft Excel, Social Networking, Event Management, Marketing Strategy, Fundraising, Newsletters, Retail, InDesign, Corporate Communications, Nonprofits, Creative Writing, Advertising, Merchandising, Online Marketing
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (B.S.), Corporate Communication
agencyEA October 2013 - Present
The Container Store August 2012 - October 2013
The Container Store 2010 - August 2012
Texas Monthly January 2010 - May 2010
AXA Advisors May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, Marketing, PowerPoint, Microsoft Office, Email Marketing, Public Relations, Marketing Communications, Blogging, Microsoft Excel, Social Networking, Event Management, Marketing Strategy, Fundraising, Newsletters, Retail, InDesign, Corporate Communications, Nonprofits, Creative Writing, Advertising, Merchandising, Online Marketing
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (B.S.), Corporate Communication
Josh Brudnick Josh Brudnick's AXA Advisors Experience June 2013 - August 2013
Job Corporate Recruiter at Mitratech
Industry
Experience
Mitratech February 2015 - Present
Oracle July 2014 - February 2015
AXA Advisors June 2013 - August 2013
Texas Department of Transportation May 2012 - August 2012
Willowfork Country Club June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Budgets, Teamwork, Public Speaking, Sales, Leadership, Inventory Management, PowerPoint, Information Technology, Databases, Marketing, Oracle, Time Management, Big Data Analytics, Big Data, Oracle Database
Education
The University of Texas at Austin 2010 — 2014
Mitratech February 2015 - Present
Oracle July 2014 - February 2015
AXA Advisors June 2013 - August 2013
Texas Department of Transportation May 2012 - August 2012
Willowfork Country Club June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Budgets, Teamwork, Public Speaking, Sales, Leadership, Inventory Management, PowerPoint, Information Technology, Databases, Marketing, Oracle, Time Management, Big Data Analytics, Big Data, Oracle Database
Education
The University of Texas at Austin 2010 — 2014
Kelsey Kilbane's AXA Advisors Experience August 2011 - March 2012
Job Talent Acquisition Specialist at Blue Chip Consulting Group
Industry Information Technology and Services
Experience
Blue Chip Consulting Group May 2015 - Present
Quicken Loans September 2014 - May 2015
Manley Deas Kochalski, LLC June 2012 - July 2014
AXA Advisors August 2011 - March 2012
Skills
PowerPoint, Social Media, Microsoft Word, Access, Outlook, Marketing, Event Planning, Research, Facebook, Sales, Time Management, Microsoft Excel, Leadership, Customer Service, Public Speaking, Microsoft Office, Technical Recruiting, Recruiting, Talent Acquisition
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (BA), Sociology
Fairview High School 2004 — 2008
Blue Chip Consulting Group May 2015 - Present
Quicken Loans September 2014 - May 2015
Manley Deas Kochalski, LLC June 2012 - July 2014
AXA Advisors August 2011 - March 2012
Skills
PowerPoint, Social Media, Microsoft Word, Access, Outlook, Marketing, Event Planning, Research, Facebook, Sales, Time Management, Microsoft Excel, Leadership, Customer Service, Public Speaking, Microsoft Office, Technical Recruiting, Recruiting, Talent Acquisition
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (BA), Sociology
Fairview High School 2004 — 2008
Chadron Patton's AXA Advisors Experience November 2002 - December 2007
Job Associate General Counsel at Blue Cross and Blue Shield of Kansas City
Industry Law Practice
Experience
Blue Cross and Blue Shield of Kansas City May 2015 - Present
Spencer Fane Britt & Browne September 2010 - April 2015
AXA Advisors November 2002 - December 2007
Skills
Employee Benefits, Health Care Reform, Multiemployer Plans, Qualified Retirement..., Welfare Plans, ERISA, Deferred Compensation, 401k, Pensions, Health Savings Accounts, Leadership, Defined Benefit, COBRA, Legal Writing, Legal Research, Management, Nonprofits, Appeals, Contract Negotiation, Public Speaking
Education
University of Kansas School of Law 2007 — 2010
J.D.
University of Kansas 1996 — 2001
Spanish
Universidad de Santiago de Compostela 1999 — 1999
Spanish, History, Literature, Religion
Emporia High School
Blue Cross and Blue Shield of Kansas City May 2015 - Present
Spencer Fane Britt & Browne September 2010 - April 2015
AXA Advisors November 2002 - December 2007
Skills
Employee Benefits, Health Care Reform, Multiemployer Plans, Qualified Retirement..., Welfare Plans, ERISA, Deferred Compensation, 401k, Pensions, Health Savings Accounts, Leadership, Defined Benefit, COBRA, Legal Writing, Legal Research, Management, Nonprofits, Appeals, Contract Negotiation, Public Speaking
Education
University of Kansas School of Law 2007 — 2010
J.D.
University of Kansas 1996 — 2001
Spanish
Universidad de Santiago de Compostela 1999 — 1999
Spanish, History, Literature, Religion
Emporia High School
Eric Cederbaum, CPA Eric Cederbaum, CPA's AXA Advisors Experience May 2003 - February 2004
Job Internal Audit Manager at Hilton Worldwide
Industry Accounting
Experience
Hilton Worldwide January 2014 - Present
Deloitte June 2011 - January 2014
The Kelley School of Business August 2009 - December 2010
Pfizer Inc May 2009 - August 2009
Calibre CPA Group PLLC March 2004 - June 2008
AXA Advisors May 2003 - February 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Valuation, Management Consulting, Business Process...
Education
Kelley School of Business, Indiana University 2008 — 2010
Master, Business Administration; Finance
The George Washington University 1999 — 2003
Bachelor, Business Administration; Marketing
Hilton Worldwide January 2014 - Present
Deloitte June 2011 - January 2014
The Kelley School of Business August 2009 - December 2010
Pfizer Inc May 2009 - August 2009
Calibre CPA Group PLLC March 2004 - June 2008
AXA Advisors May 2003 - February 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Valuation, Management Consulting, Business Process...
Education
Kelley School of Business, Indiana University 2008 — 2010
Master, Business Administration; Finance
The George Washington University 1999 — 2003
Bachelor, Business Administration; Marketing
Nicholas D'Auria Nicholas D'Auria's AXA Advisors Experience May 2015 - August 2015
Job Summer Intern at AXA Advisors
Industry Accounting
Experience
Great Rock Golf Club & Blackwells Restaurant May 2014 - September 2015
AXA Advisors May 2015 - August 2015
UCONN Student Recreational Facilities August 2013 - May 2015
Your Favorite Team Retailers August 2011 - August 2013
Skills
Microsoft Office, Microsoft Word, Leadership, Customer Service, Mathematics, Social Media Marketing, Volunteering, Fundraising
Education
The University of Connecticut School of Business 2013 — 2017
Major- Accounting Minor- Economics
University of Connecticut in London 2015 — 2015
Bachelor's degree, Business & Economics
Great Rock Golf Club & Blackwells Restaurant May 2014 - September 2015
AXA Advisors May 2015 - August 2015
UCONN Student Recreational Facilities August 2013 - May 2015
Your Favorite Team Retailers August 2011 - August 2013
Skills
Microsoft Office, Microsoft Word, Leadership, Customer Service, Mathematics, Social Media Marketing, Volunteering, Fundraising
Education
The University of Connecticut School of Business 2013 — 2017
Major- Accounting Minor- Economics
University of Connecticut in London 2015 — 2015
Bachelor's degree, Business & Economics
David Havard David Havard's AXA Advisors Experience May 2008 - September 2008
Job Experienced Audit Associate at Macias Gini & O'Connell LLP (MGO)
Industry Accounting
Experience
Macias Gini & O'Connell LLP (MGO) October 2013 - Present
The Ohio State University August 2012 - May 2013
Plasma Dynamics Laboratory September 2010 - July 2011
Shultzy's Sausage March 2009 - September 2010
AXA Advisors May 2008 - September 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Statistics, Teamwork, Social Media, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master's degree, Accounting
University of Washington 2003 — 2008
Bachelor of Science (B.S.), Economics
Macias Gini & O'Connell LLP (MGO) October 2013 - Present
The Ohio State University August 2012 - May 2013
Plasma Dynamics Laboratory September 2010 - July 2011
Shultzy's Sausage March 2009 - September 2010
AXA Advisors May 2008 - September 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Statistics, Teamwork, Social Media, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master's degree, Accounting
University of Washington 2003 — 2008
Bachelor of Science (B.S.), Economics
Bill Skolnick Bill Skolnick's AXA Advisors Experience January 2011 - Present
Job
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
Education
The Graduate Center, City University of New York
AXA Advisors January 2011 - Present
Education
The Graduate Center, City University of New York
John Vandagriff John Vandagriff's AXA Advisors Experience January 2006 - September 2006
Job Contract IT Sr. Project Manager at Tennessee Valley Authority
Industry Information Technology and Services
Experience
Tennessee Valley Authority February 2011 - Present
Empowered In Life June 2007 - Present
Management Recruiters of Chattanooga September 2008 - January 2010
Facility Services Group September 2006 - August 2008
AXA Advisors January 2006 - September 2006
Newton Automotive Group July 1991 - December 2005
Newton Chevrolet June 1986 - September 1991
John Hicks Chrysler-Plymouth October 1981 - June 1986
Skills
Consultative Selling, Technical Recruiting, Cold Calling, Healthcare, Executive Search
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration
Tennessee Valley Authority February 2011 - Present
Empowered In Life June 2007 - Present
Management Recruiters of Chattanooga September 2008 - January 2010
Facility Services Group September 2006 - August 2008
AXA Advisors January 2006 - September 2006
Newton Automotive Group July 1991 - December 2005
Newton Chevrolet June 1986 - September 1991
John Hicks Chrysler-Plymouth October 1981 - June 1986
Skills
Consultative Selling, Technical Recruiting, Cold Calling, Healthcare, Executive Search
Education
The University of Tennessee at Chattanooga 1969 — 1972
Business Administration
Carlye Calo Carlye Calo's AXA Advisors Experience 2008 - 2010
Job Associate Financial Representative/Marketing Coordinator
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
AXA Advisors 2008 - 2010
Greenwich Associates 2004 - 2006
The People's Court 1999 - 2004
Fox News Channel March 1998 - September 1999
World Wrestling Entertainment February 1997 - March 1998
Education
The College of New Rochelle 1992 — 1996
BA, Communication Arts
Northwestern Mutual September 2010 - Present
AXA Advisors 2008 - 2010
Greenwich Associates 2004 - 2006
The People's Court 1999 - 2004
Fox News Channel March 1998 - September 1999
World Wrestling Entertainment February 1997 - March 1998
Education
The College of New Rochelle 1992 — 1996
BA, Communication Arts
Saunders Tom's AXA Advisors Experience January 1984 - December 2002
Job CERTIFIED FINANCIAL PLANNER™ at GC Wealth Management
Industry Financial Services
Experience
GC Wealth Management June 2015 - Present
AXA Advisors January 1984 - December 2002
Skills
Wealth Management, Securities, Financial Services, Certified Financial..., Investments, Retirement Planning, Financial Planning, Mutual Funds, Finance, Insurance
Education
The University of Georgia 1972 — 1977
Bachelor of Arts (B.A.), Business - Accounting
GC Wealth Management June 2015 - Present
AXA Advisors January 1984 - December 2002
Skills
Wealth Management, Securities, Financial Services, Certified Financial..., Investments, Retirement Planning, Financial Planning, Mutual Funds, Finance, Insurance
Education
The University of Georgia 1972 — 1977
Bachelor of Arts (B.A.), Business - Accounting
Lucas Staub's AXA Advisors Experience January 2015 - Present
Job
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Education
The George Washington University - School of Business 2012 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
AXA Advisors January 2015 - Present
Education
The George Washington University - School of Business 2012 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
Wesley Coxwell's AXA Advisors Experience July 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Davis and Associates July 2010 - July 2012
Skills
Financial Needs Analysis, Succession Planning, Small Business Benefits...
Education
The University of Georgia 2002 — 2009
B.S.F.C.S, Housing and Consumer Economics
AXA Advisors July 2012 - Present
Davis and Associates July 2010 - July 2012
Skills
Financial Needs Analysis, Succession Planning, Small Business Benefits...
Education
The University of Georgia 2002 — 2009
B.S.F.C.S, Housing and Consumer Economics
Ali Teymour's AXA Advisors Experience 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
JPMorgan Chase Bank 2009 - 2011
Mitsubishi UFJ Securities 2008 - 2009
Accenture Corporation 2001 - 2006
Skills
Investments, Equities, Portfolio Management, Series 7, Financial Services, Capital Markets, Fixed Income, Asset Management, Alternative Investments
Education
The George Washington University - School of Business 1999 — 2001
MBA, International Business
The George Washington University 1992 — 1996
BA, International Affairs
St. Mary's International School 1980 — 1992
High School Diploma
AXA Advisors 2012 - Present
JPMorgan Chase Bank 2009 - 2011
Mitsubishi UFJ Securities 2008 - 2009
Accenture Corporation 2001 - 2006
Skills
Investments, Equities, Portfolio Management, Series 7, Financial Services, Capital Markets, Fixed Income, Asset Management, Alternative Investments
Education
The George Washington University - School of Business 1999 — 2001
MBA, International Business
The George Washington University 1992 — 1996
BA, International Affairs
St. Mary's International School 1980 — 1992
High School Diploma
Jim Wheaton's AXA Advisors Experience April 2007 - November 2007
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Brendan Hennessy's AXA Advisors Experience March 2005 - July 2007
Job Consultant
Industry Management Consulting
Experience
Allegiant Global Consulting January 2009 - Present
New York Life Insurance Company August 2007 - January 2009
AXA Advisors March 2005 - July 2007
Skills
Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning
Education
The Ohio State University Fisher College of Business 1999 — 2005
B.S. & B.A., Finance, International Business, German
Allegiant Global Consulting January 2009 - Present
New York Life Insurance Company August 2007 - January 2009
AXA Advisors March 2005 - July 2007
Skills
Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning
Education
The Ohio State University Fisher College of Business 1999 — 2005
B.S. & B.A., Finance, International Business, German
Sandra Burley's AXA Advisors Experience Service AnalystAXA EQUITABLE, LLC1987 - 2007
Job Analyst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Service AnalystAXA EQUITABLE, LLC1987 - 2007
Education
The College of New Rochelle 2003 — 2007
AXA Advisors Service AnalystAXA EQUITABLE, LLC1987 - 2007
Education
The College of New Rochelle 2003 — 2007
Lucie McGowan, CIMA®'s AXA Advisors Experience 2000 - 2003
Job Sr. Manager, Product and Channel Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
Thomas F. Wester III's AXA Advisors Experience January 2006 - September 2007
Job Customer Account Manager at Sunstate Equipment Company
Industry Construction
Experience
Sunstate Equipment March 2014 - Present
Ahern Rentals September 2013 - March 2014
Stericycle April 2011 - September 2013
Sodexo March 2010 - April 2011
ARAMARK Healthcare November 2007 - August 2010
AXA Advisors January 2006 - September 2007
Morgan Keegan Investments March 1998 - June 2001
Skills
Contract Negotiation, Sales & Marketing, Training & Development, Fine Art, Illustrator, Leadership Development, Investment Advisory, Team Motivation, Lateral Thinking, Creative Solutions, Team Building, Management, Sales, Leadership, Strategic Planning, Customer Service, Facilities Management, Account Management, Budgets, Operations Management, Employee Relations, New Business Development, Negotiation, Customer Satisfaction, Sales Management, Contract Management
Education
University of West Georgia 1981 — 1983
Art, Psychology
The University of Georgia 1980 — 1981
Art, Political Science
Berkmar High School
Berkmar High School
Berkmar High School
Sunstate Equipment March 2014 - Present
Ahern Rentals September 2013 - March 2014
Stericycle April 2011 - September 2013
Sodexo March 2010 - April 2011
ARAMARK Healthcare November 2007 - August 2010
AXA Advisors January 2006 - September 2007
Morgan Keegan Investments March 1998 - June 2001
Skills
Contract Negotiation, Sales & Marketing, Training & Development, Fine Art, Illustrator, Leadership Development, Investment Advisory, Team Motivation, Lateral Thinking, Creative Solutions, Team Building, Management, Sales, Leadership, Strategic Planning, Customer Service, Facilities Management, Account Management, Budgets, Operations Management, Employee Relations, New Business Development, Negotiation, Customer Satisfaction, Sales Management, Contract Management
Education
University of West Georgia 1981 — 1983
Art, Psychology
The University of Georgia 1980 — 1981
Art, Political Science
Berkmar High School
Berkmar High School
Berkmar High School
Michael Litz, CIMA®'s AXA Advisors Experience 2009 - January 2011
Job Nonprofit Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
David O'Boyle's AXA Advisors Experience March 1999 - November 2001
Job Digital Systems Administrator at The Richards Group
Industry Marketing and Advertising
Experience
Click Here January 2012 - Present
Southwest Airlines Pilots' Association June 2001 - January 2012
AXA Advisors March 1999 - November 2001
1st Global, Advisors 1996 - 1999
Skills
Team Building, Risk Management, Troubleshooting, Microsoft Office, New Business Development, Team Leadership, Strategic Planning, VPN, Leadership, Project Management, Strategic Financial..., Portfolio Management, Training, Process Improvement, Data Analysis, Management, Analysis
Education
The University of Texas at Arlington 1989 — 1993
BBA
Click Here January 2012 - Present
Southwest Airlines Pilots' Association June 2001 - January 2012
AXA Advisors March 1999 - November 2001
1st Global, Advisors 1996 - 1999
Skills
Team Building, Risk Management, Troubleshooting, Microsoft Office, New Business Development, Team Leadership, Strategic Planning, VPN, Leadership, Project Management, Strategic Financial..., Portfolio Management, Training, Process Improvement, Data Analysis, Management, Analysis
Education
The University of Texas at Arlington 1989 — 1993
BBA
Jeff Lewis's AXA Advisors Experience January 2009 - October 2009
Job Field Representative at U.S. Senator Lamar Alexander
Industry Political Organization
Experience
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
Shahnaz Rajan's AXA Advisors Experience June 2008 - Present
Job Administrative Marketing Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2008 - Present
Education
The University of Texas at Arlington
AXA Advisors June 2008 - Present
Education
The University of Texas at Arlington
Wilmington Kenneth Games, II's AXA Advisors Experience November 2011 - April 2013
Job Private Client Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. July 2014 - Present
JPMorgan Chase Bank N.A. August 2013 - Present
AXA Advisors November 2011 - April 2013
Josephson Institute April 2007 - July 2008
Intuit 2006 - 2007
EJM & Associates, LLP 2000 - 2006
United States Marine Corps June 1996 - June 2000
Education
Capistrano Valley H.S.
Vanguard University of Southern California
Bachelor of Arts (BA), Business
The American College 2014 — 2015
Certified Financial Planner CFP - Candidate
The American College 2014 — 2015
Chartered Financial Consultant (ChFC) - Candidate
JPMorgan Chase Bank N.A. July 2014 - Present
JPMorgan Chase Bank N.A. August 2013 - Present
AXA Advisors November 2011 - April 2013
Josephson Institute April 2007 - July 2008
Intuit 2006 - 2007
EJM & Associates, LLP 2000 - 2006
United States Marine Corps June 1996 - June 2000
Education
Capistrano Valley H.S.
Vanguard University of Southern California
Bachelor of Arts (BA), Business
The American College 2014 — 2015
Certified Financial Planner CFP - Candidate
The American College 2014 — 2015
Chartered Financial Consultant (ChFC) - Candidate
Deryl Wells's AXA Advisors Experience December 2005 - October 2009
Job Senior Regional Sales Consultant at Prudential Financial: Educating financial advisors on retirement products
Industry Financial Services
Experience
Prudential Financial October 2009 - Present
AXA Advisors December 2005 - October 2009
New York State Psychiatric Institute September 2004 - August 2005
Skills
Fixed Annuities, Mutual Funds, Strategic Financial..., Life Insurance, Long-term Care, Sales Operations, Management, Series 63, Series 7, Retirement Planning, Retirement, Term Life Insurance, Sales Presentations, Business Relationship..., Personal Financial..., Universal Life, Cold Calling, Long Term Care Insurance, Disability Insurance, Insurance, Sales, Variable Annuities, Series 6, Asset Allocation, Financial Advisory, Securities, Investments, Financial Services, Finance, Relationship Management, Risk Management, IRAs, Financial Analysis, Wealth Management, FINRA, Investment Strategies, 401k, Alternative Investments
Education
New School University 2003 — 2005
Master of Arts (M.A.), Clinical Psychology, 3.4 GPA
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Prudential Financial October 2009 - Present
AXA Advisors December 2005 - October 2009
New York State Psychiatric Institute September 2004 - August 2005
Skills
Fixed Annuities, Mutual Funds, Strategic Financial..., Life Insurance, Long-term Care, Sales Operations, Management, Series 63, Series 7, Retirement Planning, Retirement, Term Life Insurance, Sales Presentations, Business Relationship..., Personal Financial..., Universal Life, Cold Calling, Long Term Care Insurance, Disability Insurance, Insurance, Sales, Variable Annuities, Series 6, Asset Allocation, Financial Advisory, Securities, Investments, Financial Services, Finance, Relationship Management, Risk Management, IRAs, Financial Analysis, Wealth Management, FINRA, Investment Strategies, 401k, Alternative Investments
Education
New School University 2003 — 2005
Master of Arts (M.A.), Clinical Psychology, 3.4 GPA
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Matthew Kendrick's AXA Advisors Experience May 2003 - September 2004
Job Senior Retirement Consultant at Paychex
Industry Human Resources
Experience
Paychex August 2008 - Present
Wachovia Bank March 2005 - March 2008
The Financial Web, Inc. September 2004 - March 2005
AXA Advisors May 2003 - September 2004
Skills
401k, Employee Benefits, Investments, Retirement, Retirement Planning, Small Business, Asset Managment, Mutual Funds, Pensions, Business Planning, Start-ups, Management, Finance, Strategic Financial..., Tax, Asset Management, Financial Planning, Leadership, Sales
Education
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Paychex August 2008 - Present
Wachovia Bank March 2005 - March 2008
The Financial Web, Inc. September 2004 - March 2005
AXA Advisors May 2003 - September 2004
Skills
401k, Employee Benefits, Investments, Retirement, Retirement Planning, Small Business, Asset Managment, Mutual Funds, Pensions, Business Planning, Start-ups, Management, Finance, Strategic Financial..., Tax, Asset Management, Financial Planning, Leadership, Sales
Education
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
David Abernathy's AXA Advisors Experience November 2007 - December 2009
Job Banking
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. 2008 - Present
AXA Advisors November 2007 - December 2009
Citifinancial Auto March 2004 - November 2007
Citifinancial Auto June 2000 - March 2004
Education
The University of Texas at Arlington 1980 — 1985
BBA, Management
JP Morgan Chase Bank N.A. 2008 - Present
AXA Advisors November 2007 - December 2009
Citifinancial Auto March 2004 - November 2007
Citifinancial Auto June 2000 - March 2004
Education
The University of Texas at Arlington 1980 — 1985
BBA, Management
Steven Hawke's AXA Advisors Experience January 2014 - December 2014
Job Arbor Hills Asset Management
Industry Investment Management
Experience
Arbor Hills Asset Management December 2014 - Present
AXA Advisors January 2014 - December 2014
Chesapeake Energy September 2011 - December 2013
Clear Perspective Group, LLC July 2007 - November 2010
Skills
Microsoft Excel, Contract Negotiation, Microsoft Office, Negotiation, Microsoft Word, Financial Analysis, PowerPoint, Analysis, Real Estate, Contract Management, Access, Outlook, Customer Service, Research, Budgets, Financial Modeling, Strategic Planning, Project Management, Supervisory Skills, Accounting, Management
Education
The University of Akron 2002 — 2006
Bachelor of Science, Finance and Financial Management Services
Arbor Hills Asset Management December 2014 - Present
AXA Advisors January 2014 - December 2014
Chesapeake Energy September 2011 - December 2013
Clear Perspective Group, LLC July 2007 - November 2010
Skills
Microsoft Excel, Contract Negotiation, Microsoft Office, Negotiation, Microsoft Word, Financial Analysis, PowerPoint, Analysis, Real Estate, Contract Management, Access, Outlook, Customer Service, Research, Budgets, Financial Modeling, Strategic Planning, Project Management, Supervisory Skills, Accounting, Management
Education
The University of Akron 2002 — 2006
Bachelor of Science, Finance and Financial Management Services
Thomas Wedige's AXA Advisors Experience January 1985 - Present
Job Financial Professional at Voyageur Financial Group, LLP
Industry Financial Services
Experience
Voyageur Financial Group, LLP January 1985 - Present
AXA Advisors January 1985 - Present
Voyageur Financial Group, LLP 1985 - Present
Skills
Wealth Accumulation, Securities, Fixed Annuities, 401k, Life Insurance, Insurance
Education
The College of St. Scholastica
Business Administration, Finance
Voyageur Financial Group, LLP January 1985 - Present
AXA Advisors January 1985 - Present
Voyageur Financial Group, LLP 1985 - Present
Skills
Wealth Accumulation, Securities, Fixed Annuities, 401k, Life Insurance, Insurance
Education
The College of St. Scholastica
Business Administration, Finance
John Zick's AXA Advisors Experience August 2002 - February 2005
Job Director, Marketing Management at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement October 2007 - Present
Prudential Retirement February 2005 - October 2007
AXA Advisors August 2002 - February 2005
Skills
Financial Services, Retirement Planning, Defined Contribution, 401k, Mutual Funds, Retirement, Defined Benefit, Series 63, Series 7, Investments
Education
The Johns Hopkins University 1999 — 2001
MM, Music Performance
University of Hartford 1995 — 1999
BM, Music Performance
Prudential Retirement October 2007 - Present
Prudential Retirement February 2005 - October 2007
AXA Advisors August 2002 - February 2005
Skills
Financial Services, Retirement Planning, Defined Contribution, 401k, Mutual Funds, Retirement, Defined Benefit, Series 63, Series 7, Investments
Education
The Johns Hopkins University 1999 — 2001
MM, Music Performance
University of Hartford 1995 — 1999
BM, Music Performance
Alex Landeen's AXA Advisors Experience April 2010 - August 2011
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
Ryan Denzer's AXA Advisors Experience October 2010 - Present
Job Vice President at Legacy Wealth Partners
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
AXA Advisors December 2008 - Present
Northwestern Mutual April 2006 - August 2008
Skills
Insurance, Strategic Financial..., Investments, Estate Planning, Asset Allocation, Retirement Planning, New Business Development, Financial Analysis
Education
The University of North Dakota 2004 — 2008
Investments, Finance, Accounting
Thornton High School 2000 — 2004
AXA Advisors October 2010 - Present
AXA Advisors December 2008 - Present
Northwestern Mutual April 2006 - August 2008
Skills
Insurance, Strategic Financial..., Investments, Estate Planning, Asset Allocation, Retirement Planning, New Business Development, Financial Analysis
Education
The University of North Dakota 2004 — 2008
Investments, Finance, Accounting
Thornton High School 2000 — 2004
Richard Wallner's AXA Advisors Experience March 2000 - December 2002
Job Writing/Research/Customer Service professional
Industry Leisure, Travel & Tourism
Experience
Travisa Visa Services October 2007 - Present
Travisa October 2007 - October 2009
Travisa Outsourcing October 2007 - October 2009
D.F. King and Co. March 2005 - September 2007
D.F. King and Co March 2005 - September 2007
Norrell/Headway/Access February 2003 - March 2005
AXA Advisors March 2000 - December 2002
Equitable March 1998 - April 2002
Education
The University of Georgia 1983 — 1987
B.A., History/Political Science
The University of Georgia
Bachelor of Arts
Travisa Visa Services October 2007 - Present
Travisa October 2007 - October 2009
Travisa Outsourcing October 2007 - October 2009
D.F. King and Co. March 2005 - September 2007
D.F. King and Co March 2005 - September 2007
Norrell/Headway/Access February 2003 - March 2005
AXA Advisors March 2000 - December 2002
Equitable March 1998 - April 2002
Education
The University of Georgia 1983 — 1987
B.A., History/Political Science
The University of Georgia
Bachelor of Arts
Kenneth W. Jones CLU, ChFC's AXA Advisors Experience January 2000 - September 2003
Job Investment Advisor/Registered Representative at Cetera Advisors
Industry Financial Services
Experience
Cetera Advisors January 2013 - Present
Multi-Finanancial Securities Corportation April 2012 - December 2012
Brennan Financial Group September 2003 - March 2012
Axa Advisors January 2000 - September 2003
Skills
Retirement, Insurance, Securities, Strategic Financial..., Employee Benefits, Wealth Accumulation, 401k Rollovers, Saving for Education
Education
The Ohio State University 1976 — 1978
Associate, Management
Cetera Advisors January 2013 - Present
Multi-Finanancial Securities Corportation April 2012 - December 2012
Brennan Financial Group September 2003 - March 2012
Axa Advisors January 2000 - September 2003
Skills
Retirement, Insurance, Securities, Strategic Financial..., Employee Benefits, Wealth Accumulation, 401k Rollovers, Saving for Education
Education
The Ohio State University 1976 — 1978
Associate, Management
Chun(Chris) MA's AXA Advisors Experience August 2009 - Present
Job Quantitative Analyst
Industry Financial Services
Experience
Six Financial Information USA December 2010 - Present
George Washington University August 2009 - Present
AXA Advisors August 2009 - Present
GW Investment Office May 2009 - August 2009
Krüger A/S January 2003 - August 2006
Education
The George Washington University - School of Business 2008 — 2010
MSF, Finance
University of Tennessee-Knoxville 2001 — 2003
MS, Environmental Engineering
Six Financial Information USA December 2010 - Present
George Washington University August 2009 - Present
AXA Advisors August 2009 - Present
GW Investment Office May 2009 - August 2009
Krüger A/S January 2003 - August 2006
Education
The George Washington University - School of Business 2008 — 2010
MSF, Finance
University of Tennessee-Knoxville 2001 — 2003
MS, Environmental Engineering
Richard Wallner's AXA Advisors Experience April 1998 - August 2002
Job Political Director, Democracy for New York City and Customer Service Specialist/Information Agent at EFLS Inc.
Industry Leisure, Travel & Tourism
Experience
EFLS Inc. July 2011 - Present
Red Horse Strategies March 2011 - June 2011
Travisa Visa Services October 2007 - September 2010
D.F. King & Co. April 2003 - September 2007
AXA Advisors April 1998 - August 2002
Skills
Customer Service, Travel Management, Call Centers, Hospitality, Microsoft Office, Customer Satisfaction, Communications,..., Politics, Social Media
Education
The University of Georgia 1983 — 1987
Bachelor's Degree, History and Political Science
EFLS Inc. July 2011 - Present
Red Horse Strategies March 2011 - June 2011
Travisa Visa Services October 2007 - September 2010
D.F. King & Co. April 2003 - September 2007
AXA Advisors April 1998 - August 2002
Skills
Customer Service, Travel Management, Call Centers, Hospitality, Microsoft Office, Customer Satisfaction, Communications,..., Politics, Social Media
Education
The University of Georgia 1983 — 1987
Bachelor's Degree, History and Political Science
Andrew Kent's AXA Advisors Experience April 2003 - August 2006
Job Director of Sales at Bluedot Innovation
Industry Internet
Experience
Bluedot Innovation 2015 - Present
App Annie 2014 - 2015
App Annie 2013 - 2014
Yelp.com 2009 - 2013
EchoTrade August 2006 - June 2009
AXA Advisors April 2003 - August 2006
ASAA Multimedia January 2002 - February 2003
Skills
Salesforce.com, Sales Management, Sales, Advertising Sales, Sales Process, Cold Calling, Online Advertising, Management, Sales Rep Training, Asset Management, Sales Operations, Lead Generation, Financial Planning, Financial Analysis, Sales Hiring, Sales Presentations, SaaS, Mobile Devices, Web Analytics, CRM, Analytics, Start-ups, Geolocation, Location Based Services, Location Based Marketing, Enterprise Solution..., Enterprise Technology...
Education
The George Washington University 1997 — 2001
BS, Economics, minor in mathematics
Bluedot Innovation 2015 - Present
App Annie 2014 - 2015
App Annie 2013 - 2014
Yelp.com 2009 - 2013
EchoTrade August 2006 - June 2009
AXA Advisors April 2003 - August 2006
ASAA Multimedia January 2002 - February 2003
Skills
Salesforce.com, Sales Management, Sales, Advertising Sales, Sales Process, Cold Calling, Online Advertising, Management, Sales Rep Training, Asset Management, Sales Operations, Lead Generation, Financial Planning, Financial Analysis, Sales Hiring, Sales Presentations, SaaS, Mobile Devices, Web Analytics, CRM, Analytics, Start-ups, Geolocation, Location Based Services, Location Based Marketing, Enterprise Solution..., Enterprise Technology...
Education
The George Washington University 1997 — 2001
BS, Economics, minor in mathematics
Ingrid Lamb, CPA/PFS, CFS, CSA, RFC's AXA Advisors Experience February 2001 - March 2002
Job Owner at Bayview Financial Consulting, LLC
Industry Financial Services
Experience
Bayview Financial Consulting, LLC March 2002 - Present
AXA Advisors February 2001 - March 2002
Arthur Andersen & Co. January 1999 - April 2000
Booz Allen Hamilton June 1993 - December 1998
Skills
Small Business, Accounting, Management Consulting, Strategic Financial..., Financial Accounting, Asset Management, Financial Reporting, Strategic Planning, Tax Preparation, Financial Analysis, System Administration, Investments, Mergers & Acquisitions, Managerial Finance, Due Diligence
Education
Friendly High School
The George Washington University - School of Business
M.B.A., Finance & Investments
University of Maryland College Park
B.S., Accounting
Bayview Financial Consulting, LLC March 2002 - Present
AXA Advisors February 2001 - March 2002
Arthur Andersen & Co. January 1999 - April 2000
Booz Allen Hamilton June 1993 - December 1998
Skills
Small Business, Accounting, Management Consulting, Strategic Financial..., Financial Accounting, Asset Management, Financial Reporting, Strategic Planning, Tax Preparation, Financial Analysis, System Administration, Investments, Mergers & Acquisitions, Managerial Finance, Due Diligence
Education
Friendly High School
The George Washington University - School of Business
M.B.A., Finance & Investments
University of Maryland College Park
B.S., Accounting
Virendar Puri's AXA Advisors Experience 1988 - Present
Job Financial Consultant At AXA Advisors
Industry Financial Services
Experience
AXA Advisors 1988 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Investment Strategies, Asset Allocation, Financial Advisory
Education
The American College 1988 — 1991
CLU, ChFC, Insurance, Investments and Estate Planning
MBM Engineering College Jodhpur, India 1961 — 1966
Bachelor of Engineering (B.E.), Civil Engineering
AXA Advisors 1988 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Investment Strategies, Asset Allocation, Financial Advisory
Education
The American College 1988 — 1991
CLU, ChFC, Insurance, Investments and Estate Planning
MBM Engineering College Jodhpur, India 1961 — 1966
Bachelor of Engineering (B.E.), Civil Engineering
Heather Mueller's AXA Advisors Experience May 2007 - September 2007
Job Loan Coordinator at Property Tax Fix, LLC
Industry Financial Services
Experience
Linebarger Goggan Blair & Sampson, LLP May 2011 - Present
JP Morgan Chase March 2010 - May 2011
ABC Bass, Inc November 2005 - October 2007
AXA Advisors May 2007 - September 2007
Education
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, Management
The University of Texas at Arlington
B.B.A, Business Management
Linebarger Goggan Blair & Sampson, LLP May 2011 - Present
JP Morgan Chase March 2010 - May 2011
ABC Bass, Inc November 2005 - October 2007
AXA Advisors May 2007 - September 2007
Education
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, Management
The University of Texas at Arlington
B.B.A, Business Management
Jane Hartig's AXA Advisors Experience May 2010 - August 2010
Job
Industry Government Administration
Experience
City of Omaha April 2015 - Present
Omaha Public Library July 2014 - April 2015
U.S. Bank August 2011 - July 2014
City of Omaha, City of Lawrence May 2006 - August 2011
AXA Advisors May 2010 - August 2010
Skills
Microsoft Office, Social Media, Excel, Customer Service, Marketing, Leadership Development, Microsoft Excel, Sales, Performance Management, Strategic Planning, Social Networking, Leadership, Microsoft Word, Event Planning
Education
University of Nebraska at Omaha 2012 — 2014
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Science in Business
University of Kansas 2007 — 2009
City of Omaha April 2015 - Present
Omaha Public Library July 2014 - April 2015
U.S. Bank August 2011 - July 2014
City of Omaha, City of Lawrence May 2006 - August 2011
AXA Advisors May 2010 - August 2010
Skills
Microsoft Office, Social Media, Excel, Customer Service, Marketing, Leadership Development, Microsoft Excel, Sales, Performance Management, Strategic Planning, Social Networking, Leadership, Microsoft Word, Event Planning
Education
University of Nebraska at Omaha 2012 — 2014
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Science in Business
University of Kansas 2007 — 2009
Lin (Lynn) Yuan's AXA Advisors Experience May 2015 - Present
Job Financial Professional Associate at AXA Advisors
Industry Information Technology and Services
Experience
AXA Advisors May 2015 - Present
United Way of Metropolitan Dallas February 2014 - April 2014
Crossroads Foundation July 2010 - August 2010
Jinan Zhengzhang Accounting Service Co January 2010 - February 2010
Skills
SAP ERP, Accounting, Data Analysis, Financial Analysis, SQL, Java, SAS E-Miner, Data Mining, Microsoft Access, Microsoft Excel, Microsoft Office, Photoshop, iGrafx, PowerPoint, Financial Reporting
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Accounting and IT Management, 4.0
The Chinese University of Hong Kong 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
AXA Advisors May 2015 - Present
United Way of Metropolitan Dallas February 2014 - April 2014
Crossroads Foundation July 2010 - August 2010
Jinan Zhengzhang Accounting Service Co January 2010 - February 2010
Skills
SAP ERP, Accounting, Data Analysis, Financial Analysis, SQL, Java, SAS E-Miner, Data Mining, Microsoft Access, Microsoft Excel, Microsoft Office, Photoshop, iGrafx, PowerPoint, Financial Reporting
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Accounting and IT Management, 4.0
The Chinese University of Hong Kong 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Scott Hoke, CLU, ChFC's AXA Advisors Experience March 1990 - June 1995
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
Jim Lambo's AXA Advisors Experience 2009 - February 2011
Job Financial Advisor, CUSO Financial Services, LP at Financial Resources FCU
Industry Financial Services
Experience
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Brian Reimer's AXA Advisors Experience December 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2013 - Present
AXA Advisors October 2011 - December 2013
Daktronics 2006 - October 2011
Skills
Financial Analysis, Long Term Business..., Strategic Financial..., Microsoft Excel, Financial Risk...
Education
The University of South Dakota 2001 — 2006
BA, Business Management
AXA Advisors December 2013 - Present
AXA Advisors October 2011 - December 2013
Daktronics 2006 - October 2011
Skills
Financial Analysis, Long Term Business..., Strategic Financial..., Microsoft Excel, Financial Risk...
Education
The University of South Dakota 2001 — 2006
BA, Business Management
Avinash Nagaraja's AXA Advisors Experience May 2009 - August 2009
Job Analyst at BDT Capital Partners
Industry Financial Services
Experience
BDT Capital Partners August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Global Platinum Securities May 2010 - August 2011
Brumberg for Congress June 2010 - July 2010
AXA Advisors May 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.S., Major: Finance, International Business Minor:Mathematics
The University of Hong Kong
BDT Capital Partners August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Global Platinum Securities May 2010 - August 2011
Brumberg for Congress June 2010 - July 2010
AXA Advisors May 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.S., Major: Finance, International Business Minor:Mathematics
The University of Hong Kong
Greg Seryy's AXA Advisors Experience February 2009 - May 2009
Job Business Development, M&A at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas September 2014 - Present
INTL FCStone Inc. August 2012 - August 2014
INTL Provident Group January 2012 - August 2012
Citi June 2011 - August 2011
Youngblood Capital Group, LLC June 2010 - August 2010
AXA Advisors February 2009 - May 2009
Skills
Valuation, Investment Banking, Fixed Income, Financial Modeling, Bloomberg Terminal, Private Equity, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Capital IQ, Hedge Funds, Structured Finance
Education
The George Washington University 2007 — 2011
Bachelor of Science, Economics
GE Oil & Gas September 2014 - Present
INTL FCStone Inc. August 2012 - August 2014
INTL Provident Group January 2012 - August 2012
Citi June 2011 - August 2011
Youngblood Capital Group, LLC June 2010 - August 2010
AXA Advisors February 2009 - May 2009
Skills
Valuation, Investment Banking, Fixed Income, Financial Modeling, Bloomberg Terminal, Private Equity, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Capital IQ, Hedge Funds, Structured Finance
Education
The George Washington University 2007 — 2011
Bachelor of Science, Economics
Nicholas Sosnovich's AXA Advisors Experience March 2012 - January 2013
Job Client Service Associate
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JPMorgan Chase January 2013 - May 2014
AXA Advisors March 2012 - January 2013
Merrill Lynch November 2010 - March 2011
Vista Rehab Services June 2007 - August 2010
Sylvan Piping Inc. June 2008 - September 2008
Rugs and Riffy's Bar and Grill May 2007 - September 2007
Skills
Finance
Education
The Ohio State University 2006 — 2011
B.S., Financial Management
J.P. Morgan May 2014 - Present
JPMorgan Chase January 2013 - May 2014
AXA Advisors March 2012 - January 2013
Merrill Lynch November 2010 - March 2011
Vista Rehab Services June 2007 - August 2010
Sylvan Piping Inc. June 2008 - September 2008
Rugs and Riffy's Bar and Grill May 2007 - September 2007
Skills
Finance
Education
The Ohio State University 2006 — 2011
B.S., Financial Management
Jay Dotson's AXA Advisors Experience 2006 - 2008
Job Internal Client Advisor at JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan 2008 - Present
AXA Advisors 2006 - 2008
Education
The Ohio State University 2002 — 2006
BS, Financial Planning
J.P. Morgan 2008 - Present
AXA Advisors 2006 - 2008
Education
The Ohio State University 2002 — 2006
BS, Financial Planning
Mariano A Aveledo's AXA Advisors Experience May 2012 - August 2012
Job Sales & Trading EM Fixed Income at GFI Group
Industry Financial Services
Experience
GFI Group July 2013 - Present
AXA Advisors May 2012 - August 2012
GFI Group May 2011 - August 2011
Springboard Enterprises March 2011 - May 2011
ECYD (Education, Culture and Sport) September 2006 - June 2009
Skills
Investments, Bloomberg, Economics, Bloomberg Terminal, Financial Analysis, FX Options, Customer Service, Analysis, Research, Public Speaking, Finance, Capital Markets, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Management, Spanish, Financial Modeling, Data Analysis, Leadership, Corporate Finance, Emerging Markets
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and International Business, Cum Laude
The George Washington University - School of Business 2009 — 2013
Bachelor, Business Administration, Cum Laude
Instituto Cumbres de Caracas 1998 — 2009
Baccalaureate of ScienceJuly 2009 Medal, Sciences
GFI Group July 2013 - Present
AXA Advisors May 2012 - August 2012
GFI Group May 2011 - August 2011
Springboard Enterprises March 2011 - May 2011
ECYD (Education, Culture and Sport) September 2006 - June 2009
Skills
Investments, Bloomberg, Economics, Bloomberg Terminal, Financial Analysis, FX Options, Customer Service, Analysis, Research, Public Speaking, Finance, Capital Markets, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Management, Spanish, Financial Modeling, Data Analysis, Leadership, Corporate Finance, Emerging Markets
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and International Business, Cum Laude
The George Washington University - School of Business 2009 — 2013
Bachelor, Business Administration, Cum Laude
Instituto Cumbres de Caracas 1998 — 2009
Baccalaureate of ScienceJuly 2009 Medal, Sciences
Charles Goode's AXA Advisors Experience August 2008 - October 2012
Job Alcoholic Beverage Sales
Industry Food & Beverages
Experience
Republic National Distributing Company April 2014 - Present
Coors Distributing Company March 2012 - March 2014
AXA Advisors August 2008 - October 2012
Skills
Insurance, Management, Investments, Financial Planning, Customer Service, Portfolio Management, Marketing, Sales
Education
The University of Texas at Arlington 2003 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Republic National Distributing Company April 2014 - Present
Coors Distributing Company March 2012 - March 2014
AXA Advisors August 2008 - October 2012
Skills
Insurance, Management, Investments, Financial Planning, Customer Service, Portfolio Management, Marketing, Sales
Education
The University of Texas at Arlington 2003 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Doug Hindenlang's AXA Advisors Experience 1999 - 2002
Job Senior Living Specialist at Church Mutual Insurance Company
Industry Insurance
Experience
Church Mutual Insurance Company 2005 - Present
Kaplan Professional 2002 - 2005
AXA Advisors 1999 - 2002
The Ohio Company 1986 - 1999
Skills
Process Improvement, Property & Casualty..., Commercial Insurance, Casualty, Account Management, Commercial Lines, Risk Management, Insurance, Legal Liability, Professional Liability, Team Building, Workers Compensation, Underwriting, General Insurance, Customer Service, Liability, Strategic Planning, Claim
Education
The Ohio State University
BS, Economics
Church Mutual Insurance Company 2005 - Present
Kaplan Professional 2002 - 2005
AXA Advisors 1999 - 2002
The Ohio Company 1986 - 1999
Skills
Process Improvement, Property & Casualty..., Commercial Insurance, Casualty, Account Management, Commercial Lines, Risk Management, Insurance, Legal Liability, Professional Liability, Team Building, Workers Compensation, Underwriting, General Insurance, Customer Service, Liability, Strategic Planning, Claim
Education
The Ohio State University
BS, Economics
Allen Mike Frischkorn's AXA Advisors Experience September 2000 - October 2002
Job Executive Director
Industry Government Relations
Experience
Foundation for Eden Prairie Schools April 2008 - June 2011
National Association of Towns and Townships May 2003 - May 2006
The European Institute October 2002 - March 2003
AXA Advisors September 2000 - October 2002
AFMA 1997 - July 2000
Environmental Industry Associations 1994 - 1997
Telecommunications Industry Association 1988 - 1994
GTE Corporation 1974 - 1988
Civil Aeronautics Board 1970 - 1974
Education
The George Washington University Law School
JD
Pennsylvania State University
BA, History
Foundation for Eden Prairie Schools April 2008 - June 2011
National Association of Towns and Townships May 2003 - May 2006
The European Institute October 2002 - March 2003
AXA Advisors September 2000 - October 2002
AFMA 1997 - July 2000
Environmental Industry Associations 1994 - 1997
Telecommunications Industry Association 1988 - 1994
GTE Corporation 1974 - 1988
Civil Aeronautics Board 1970 - 1974
Education
The George Washington University Law School
JD
Pennsylvania State University
BA, History
Jennifer Druppel's AXA Advisors Experience February 2001 - February 2002
Job Graduate Assistant at University of Georgia
Industry Higher Education
Experience
University of Georgia November 2009 - June 2011
On-Line Instrument Systems, Inc. March 2007 - June 2008
U.S.D.A. Forest Service October 2005 - October 2006
American Express May 2002 - August 2003
AXA Advisors February 2001 - February 2002
Skills
COMPUTER EXPERTISE ..., Additional Studies in...
Education
The University of Georgia 2009 — 2011
Master of Science (M.S.), Environmental Economics, 3.4
University of Georgia 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, 3.36
University of Georgia November 2009 - June 2011
On-Line Instrument Systems, Inc. March 2007 - June 2008
U.S.D.A. Forest Service October 2005 - October 2006
American Express May 2002 - August 2003
AXA Advisors February 2001 - February 2002
Skills
COMPUTER EXPERTISE ..., Additional Studies in...
Education
The University of Georgia 2009 — 2011
Master of Science (M.S.), Environmental Economics, 3.4
University of Georgia 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, 3.36
Matt Leeth's AXA Advisors Experience December 2003 - August 2005
Job Entrepreneur
Industry Food & Beverages
Experience
Pop's Sodapop January 2012 - Present
P.F. Chang's China Bistro July 2008 - Present
St. Bonaventure High School September 2005 - July 2008
AXA Advisors December 2003 - August 2005
Skills
Renaissance Man
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance, General
Pop's Sodapop January 2012 - Present
P.F. Chang's China Bistro July 2008 - Present
St. Bonaventure High School September 2005 - July 2008
AXA Advisors December 2003 - August 2005
Skills
Renaissance Man
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance, General
Joseph Maybank's AXA Advisors Experience June 2012 - August 2012
Job Founder & CEO at Exomis Systems, LLC
Industry Electrical/Electronic Manufacturing
Experience
Exomis Systems, LLC September 2014 - Present
National Defense University June 2013 - August 2014
AXA Advisors June 2012 - August 2012
Skills
SPSS, International Relations, Matlab, Research, Business Strategy, Microsoft Office, Stata, Start-ups, C, Government, Government Contracting, Government Procurement, Government Relations, Cyber-security, SCADA, Electrical Engineering, Electronics, Power Electronics, Verilog, PSpice, Microsoft Excel, Java, Microsoft Word, PowerPoint, Data Analysis
Education
The George Washington University 2010 — 2014
Bachelor's Degree, Economics and Electrical Engineering, Graduate
Exomis Systems, LLC September 2014 - Present
National Defense University June 2013 - August 2014
AXA Advisors June 2012 - August 2012
Skills
SPSS, International Relations, Matlab, Research, Business Strategy, Microsoft Office, Stata, Start-ups, C, Government, Government Contracting, Government Procurement, Government Relations, Cyber-security, SCADA, Electrical Engineering, Electronics, Power Electronics, Verilog, PSpice, Microsoft Excel, Java, Microsoft Word, PowerPoint, Data Analysis
Education
The George Washington University 2010 — 2014
Bachelor's Degree, Economics and Electrical Engineering, Graduate
Christopher Holcomb's AXA Advisors Experience July 2010 - June 2012
Job Account Executive
Industry Hospital & Health Care
Experience
LeadingReach March 2015 - Present
International Alliance Associates, LLC February 2014 - Present
Stratfor July 2012 - October 2012
AXA Advisors July 2010 - June 2012
Texas Monthly October 2007 - July 2010
Scott, Douglass & McConnico, L.L.P. May 2007 - October 2007
Tèo Espresso, Gelato & Bella Vita December 2006 - May 2007
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Philosophy
LeadingReach March 2015 - Present
International Alliance Associates, LLC February 2014 - Present
Stratfor July 2012 - October 2012
AXA Advisors July 2010 - June 2012
Texas Monthly October 2007 - July 2010
Scott, Douglass & McConnico, L.L.P. May 2007 - October 2007
Tèo Espresso, Gelato & Bella Vita December 2006 - May 2007
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Philosophy
David Tracz's AXA Advisors Experience June 2015 - August 2015
Job Student at Johns Hopkins University
Industry Financial Services
Experience
Johns Hopkins University June 2014 - Present
AXA Advisors June 2015 - August 2015
DSM June 2015 - August 2015
Education
The Johns Hopkins University 2013 — 2017
Bachelor’s Degree, (BA): Economics, Minors: Financial Economics, Entrepreneurship and Management
St. Joseph's Prep 2009 — 2013
High School
Johns Hopkins University June 2014 - Present
AXA Advisors June 2015 - August 2015
DSM June 2015 - August 2015
Education
The Johns Hopkins University 2013 — 2017
Bachelor’s Degree, (BA): Economics, Minors: Financial Economics, Entrepreneurship and Management
St. Joseph's Prep 2009 — 2013
High School
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO