AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
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AXA Advisors Employees
Employee
Years
Job
Industry
J.R. Crowel, CFP® J.R. Crowel, CFP®'s AXA Advisors Experience July 2015 - Present
Job Senior Vice President & Regional Branch Manager at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
AXA Advisors September 2009 - June 2015
AXA Advisors April 2007 - August 2009
Skills
Agency/Firm Building, Business Strategies, Client Education, Coaching, Culture Building, Education Planning..., Estate Conservation..., Estate Planning..., Financial Planning, Insurance Planning, Insurance Services, Investment Planning, Investment Services, IRA Distribution..., Leadership Development, Mentoring, Retirement Planning..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation...
Education
Tulane University - A.B. Freeman School of Business 2002 — 2007
Bachelor of Arts (BA), Double Major: Finance, Management
AXA Advisors July 2015 - Present
AXA Advisors September 2009 - June 2015
AXA Advisors April 2007 - August 2009
Skills
Agency/Firm Building, Business Strategies, Client Education, Coaching, Culture Building, Education Planning..., Estate Conservation..., Estate Planning..., Financial Planning, Insurance Planning, Insurance Services, Investment Planning, Investment Services, IRA Distribution..., Leadership Development, Mentoring, Retirement Planning..., Tax-efficient Investing..., Wealth Accumulation, Wealth Preservation...
Education
Tulane University - A.B. Freeman School of Business 2002 — 2007
Bachelor of Arts (BA), Double Major: Finance, Management
Esmond Pabilona Esmond Pabilona's AXA Advisors Experience June 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
AXA Advisors November 2012 - May 2014
Digital Measures Project Team at UTSA October 2012 - November 2012
UTSA Disability Services January 2011 - September 2012
Nelligan Sports Marketing January 2012 - May 2012
Skills
Time Management, Access, Always Punctual, Microsoft Office, Always Willing to Learn, Data Analysis, Leadership, Inventory Management, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Critical Thinking, 3.53 GPA, Typing, Eagerness to Learn
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (BBA), Economics, 3.56
AXA Advisors June 2014 - Present
AXA Advisors November 2012 - May 2014
Digital Measures Project Team at UTSA October 2012 - November 2012
UTSA Disability Services January 2011 - September 2012
Nelligan Sports Marketing January 2012 - May 2012
Skills
Time Management, Access, Always Punctual, Microsoft Office, Always Willing to Learn, Data Analysis, Leadership, Inventory Management, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Critical Thinking, 3.53 GPA, Typing, Eagerness to Learn
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (BBA), Economics, 3.56
Johnny Gordon Johnny Gordon's AXA Advisors Experience May 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors May 2011 - Present
Skills
Retirement Planning, Investment Strategies, Life Insurance..., Financial needs analysis, Retirement distribution...
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Economics
The University of Texas at Austin 2008 — 2011
Bachelor of Economics, Economics and Finance
AXA Advisors May 2011 - Present
Skills
Retirement Planning, Investment Strategies, Life Insurance..., Financial needs analysis, Retirement distribution...
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Economics
The University of Texas at Austin 2008 — 2011
Bachelor of Economics, Economics and Finance
Colin Wong Colin Wong's AXA Advisors Experience May 2005 - September 2008
Job Operations Manager at Flodder Financial Group
Industry Financial Services
Experience
Flodder Financial Group September 2008 - Present
AXA Advisors May 2005 - September 2008
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance, General
Flodder Financial Group September 2008 - Present
AXA Advisors May 2005 - September 2008
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance, General
Paul Davison's AXA Advisors Experience 2001 - 2002
Job Vice President of Sales, US at New Chapter, Inc. (Whollyowned Subsidiary of P&G)
Industry Health, Wellness and Fitness
Experience
New Chapter, Inc. March 2014 - Present
New Chapter, Inc. August 2011 - February 2014
New Chapter, Inc. January 2011 - July 2011
New Chapter, Inc. February 2008 - December 2010
Steaz - The Healthy Beverage Company September 2005 - February 2008
ABC Television 2002 - 2005
MTV Networks 2002 - December 2004
AXA Advisors 2001 - 2002
US Army June 1995 - May 2001
Skills
Leadership, Coaching, Sales Management, Public Speaking, Consumer Products, Wellness, sales, Marketing, Account Management, Sales, Team Building, Customer Service, Retail, Sales Operations, New Business Development, Management, Strategic Planning, Marketing Strategy, Business Development
Education
United States Military Academy at West Point 1991 — 1995
Bachelor's Degree, Literature and Philosophy with a Track in Computer Science Engineering
Episcopal High School 1988 — 1991
New Chapter, Inc. March 2014 - Present
New Chapter, Inc. August 2011 - February 2014
New Chapter, Inc. January 2011 - July 2011
New Chapter, Inc. February 2008 - December 2010
Steaz - The Healthy Beverage Company September 2005 - February 2008
ABC Television 2002 - 2005
MTV Networks 2002 - December 2004
AXA Advisors 2001 - 2002
US Army June 1995 - May 2001
Skills
Leadership, Coaching, Sales Management, Public Speaking, Consumer Products, Wellness, sales, Marketing, Account Management, Sales, Team Building, Customer Service, Retail, Sales Operations, New Business Development, Management, Strategic Planning, Marketing Strategy, Business Development
Education
United States Military Academy at West Point 1991 — 1995
Bachelor's Degree, Literature and Philosophy with a Track in Computer Science Engineering
Episcopal High School 1988 — 1991
Dallas Disbro Dallas Disbro's AXA Advisors Experience August 2012 - August 2014
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
AXA Advisors August 2012 - August 2014
AXA Advisors June 2012 - August 2012
U.S. Department of Energy May 2011 - August 2011
VMI Foundation January 2011 - May 2011
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Needs Analysis, Investments, Spanish, Mutual Funds, Asset Management
Education
Virginia Military Institute 2008 — 2012
Bachelor of Arts (B.A.), Double Major: Economics and Business/ Spanish Concentration: Financial Management
Universidad Complutense de Madrid 2010 — 2010
Spanish Language and Literature
Bank of America Merrill Lynch September 2014 - Present
AXA Advisors August 2012 - August 2014
AXA Advisors June 2012 - August 2012
U.S. Department of Energy May 2011 - August 2011
VMI Foundation January 2011 - May 2011
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Needs Analysis, Investments, Spanish, Mutual Funds, Asset Management
Education
Virginia Military Institute 2008 — 2012
Bachelor of Arts (B.A.), Double Major: Economics and Business/ Spanish Concentration: Financial Management
Universidad Complutense de Madrid 2010 — 2010
Spanish Language and Literature
Andrea Steiner Andrea Steiner's AXA Advisors Experience 2009 - 2010
Job Financial Professional
Industry Financial Services
Experience
Financial West Group 2010 - Present
AXA Advisors 2009 - 2010
ACE 2006 - 2008
NSA 2001 - 2008
AIG 2005 - 2006
General Reinsurance / La Kölnische Rück 1998 - 2001
Skills
Languages - French &..., tax advantaged..., Estate Planning, Strategic Financial..., Financial Goals, Financial Planners, Investment Management, Mutual Funds, Income Protection, Long-term Care, Disability Insurance, Life Insurance, Insurance Planning, 401k, 401k Rollovers, Healthcare, Variable Annuities, Fixed Annuities, Term Life Insurance, Deferred Compensation, Funding Buy Sell..., Voluntary Employee..., Legacy Giving, Dental Insurance, Vision Insurance, Charitable Gift Planning
Education
Thunderbird School of Global Management
Masters, International Management
University of California, Los Angeles
Bachelors, Economics
Financial West Group 2010 - Present
AXA Advisors 2009 - 2010
ACE 2006 - 2008
NSA 2001 - 2008
AIG 2005 - 2006
General Reinsurance / La Kölnische Rück 1998 - 2001
Skills
Languages - French &..., tax advantaged..., Estate Planning, Strategic Financial..., Financial Goals, Financial Planners, Investment Management, Mutual Funds, Income Protection, Long-term Care, Disability Insurance, Life Insurance, Insurance Planning, 401k, 401k Rollovers, Healthcare, Variable Annuities, Fixed Annuities, Term Life Insurance, Deferred Compensation, Funding Buy Sell..., Voluntary Employee..., Legacy Giving, Dental Insurance, Vision Insurance, Charitable Gift Planning
Education
Thunderbird School of Global Management
Masters, International Management
University of California, Los Angeles
Bachelors, Economics
Austin DeShane Austin DeShane's AXA Advisors Experience December 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2012 - Present
LatinWorks September 2010 - December 2010
United States Treasury January 2010 - May 2010
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
AXA Advisors December 2012 - Present
LatinWorks September 2010 - December 2010
United States Treasury January 2010 - May 2010
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Shawn Nash Shawn Nash's AXA Advisors Experience August 2012 - November 2012
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Morgan Stanley Wealth Management November 2012 - August 2013
AXA Advisors August 2012 - November 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Strategic Financial..., 401k, 403 b, IRAs, Corporate Finance, Retirement Planning, Investment Advisory, Stock Trading, Pension Funds, Profit Sharing, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Long Term Care Insurance, College Savings Plans
Education
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
2016 Level II Candidate in the CFA Program
Fidelity Investments August 2013 - Present
Morgan Stanley Wealth Management November 2012 - August 2013
AXA Advisors August 2012 - November 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Strategic Financial..., 401k, 403 b, IRAs, Corporate Finance, Retirement Planning, Investment Advisory, Stock Trading, Pension Funds, Profit Sharing, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Long Term Care Insurance, College Savings Plans
Education
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
CFA Institute
2016 Level II Candidate in the CFA Program
Regina Fazio's AXA Advisors Experience 2013 - September 2014
Job Specialist at T. Rowe Price
Industry Public Relations and Communications
Experience
T. Rowe Price October 2014 - Present
AXA Advisors 2013 - September 2014
Charles Village Pub April 2012 - June 2014
Padonia Station September 2009 - September 2011
Clear Channel Radio September 2004 - December 2004
Skills
Customer Service, Social Networking, Social Media, Entertainment, PowerPoint, Fundraising, Public Speaking, Microsoft Word, Editing, Microsoft Office, Photoshop, Event Planning, Strategic Planning, Microsoft Excel, Research, Budgets, Community Outreach, Teamwork, Promotions, Public Relations, Marketing
Education
Towson University 2007 — 2009
Bachelor of Science (B.S.), Public Relations and Integrated Communication, GPA 3.79
West Virginia University 2005 — 2007
Journalism
T. Rowe Price October 2014 - Present
AXA Advisors 2013 - September 2014
Charles Village Pub April 2012 - June 2014
Padonia Station September 2009 - September 2011
Clear Channel Radio September 2004 - December 2004
Skills
Customer Service, Social Networking, Social Media, Entertainment, PowerPoint, Fundraising, Public Speaking, Microsoft Word, Editing, Microsoft Office, Photoshop, Event Planning, Strategic Planning, Microsoft Excel, Research, Budgets, Community Outreach, Teamwork, Promotions, Public Relations, Marketing
Education
Towson University 2007 — 2009
Bachelor of Science (B.S.), Public Relations and Integrated Communication, GPA 3.79
West Virginia University 2005 — 2007
Journalism
Carlos I. Fierro, AAMS® Carlos I. Fierro, AAMS®'s AXA Advisors Experience 2004 - December 2006
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA January 2014 - Present
Wells Fargo Advisors, LLC May 2012 - January 2014
JPMorgan Chase January 2009 - May 2012
SWBC Wealth Management January 2007 - December 2008
Financial Network Investment Corporation, Member SIPC January 2006 - December 2006
AXA Advisors 2004 - December 2006
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment
Education
The University of Texas at El Paso 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
USAA January 2014 - Present
Wells Fargo Advisors, LLC May 2012 - January 2014
JPMorgan Chase January 2009 - May 2012
SWBC Wealth Management January 2007 - December 2008
Financial Network Investment Corporation, Member SIPC January 2006 - December 2006
AXA Advisors 2004 - December 2006
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment
Education
The University of Texas at El Paso 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gregory Paul Salvucci's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
W.W.Grainger January 2013 - August 2014
Morgan Stanley July 2011 - December 2012
Education
Towson University 2008 — 2010
Bachelors of Science
Oakland Mills High School
AXA Advisors September 2014 - Present
W.W.Grainger January 2013 - August 2014
Morgan Stanley July 2011 - December 2012
Education
Towson University 2008 — 2010
Bachelors of Science
Oakland Mills High School
Gavin Wallace Gavin Wallace's AXA Advisors Experience May 2007 - November 2007
Job Risk Management & Insurance Advisor at Lockton Companies
Industry Insurance
Experience
Lockton Companies July 2013 - Present
Wortham Insurance & Risk Management November 2007 - June 2013
AXA Advisors May 2007 - November 2007
Skills
Strategic Consulting, Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Product Recall, Umbrella Insurance, Legal Liability, Liability, Workers Compensation, Employment Practices..., Casualty, Casualty Insurance, Risk Management, D&O, Excess, Inland Marine, Liability Analysis, Total Cost of Risk, Contract Negotiation, Customer Service
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts, American Government and Politics (United States)
Arlington Heights High School 1998 — 2002
Lockton Companies July 2013 - Present
Wortham Insurance & Risk Management November 2007 - June 2013
AXA Advisors May 2007 - November 2007
Skills
Strategic Consulting, Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Product Recall, Umbrella Insurance, Legal Liability, Liability, Workers Compensation, Employment Practices..., Casualty, Casualty Insurance, Risk Management, D&O, Excess, Inland Marine, Liability Analysis, Total Cost of Risk, Contract Negotiation, Customer Service
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts, American Government and Politics (United States)
Arlington Heights High School 1998 — 2002
Christopher Riffle Christopher Riffle's AXA Advisors Experience November 2002 - January 2013
Job Financial Professional, Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2013 - Present
AXA Advisors November 2002 - January 2013
Raymond James Financial February 2009 - November 2010
Education
Union College 1998 — 2002
BS, Economics
University School 1994 — 1998
Bachelor of Arts (BA), Economics
Baystate Financial January 2013 - Present
AXA Advisors November 2002 - January 2013
Raymond James Financial February 2009 - November 2010
Education
Union College 1998 — 2002
BS, Economics
University School 1994 — 1998
Bachelor of Arts (BA), Economics
Brandon Marks's AXA Advisors Experience September 2013 - May 2014
Job Yield Operations Specialist at Q1Media
Industry Online Media
Experience
Q1Media June 2015 - Present
Q1Media June 2014 - June 2015
AXA Advisors September 2013 - May 2014
Poughkeepsie City School District June 2011 - August 2012
Skills
Quality Assurance, Microsoft Excel, Recruiting, Time Management, Microsoft Office, Tableau, Data Analysis, Reporting & Analysis, Risk Management, Financial Risk, Social Media
Education
The University of Texas at Austin 2010 — 2014
Bachelor's degree, Actuarial ScienceBusiness Foundation Certificate
Poughkeepsie High School 2006 — 2010
Q1Media June 2015 - Present
Q1Media June 2014 - June 2015
AXA Advisors September 2013 - May 2014
Poughkeepsie City School District June 2011 - August 2012
Skills
Quality Assurance, Microsoft Excel, Recruiting, Time Management, Microsoft Office, Tableau, Data Analysis, Reporting & Analysis, Risk Management, Financial Risk, Social Media
Education
The University of Texas at Austin 2010 — 2014
Bachelor's degree, Actuarial ScienceBusiness Foundation Certificate
Poughkeepsie High School 2006 — 2010
Tyson Sprick, CFP®'s AXA Advisors Experience September 2010 - Present
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2010 - Present
Skills
Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, 401k, Investment Strategies, Investments, Asset Allocation, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Life Insurance, Long-term Care
Education
University of Missouri-Columbia 2006 — 2010
BS, Personal Financial Planning
Universidad de Alicante
Economics
AXA Advisors September 2010 - Present
Skills
Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, 401k, Investment Strategies, Investments, Asset Allocation, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Life Insurance, Long-term Care
Education
University of Missouri-Columbia 2006 — 2010
BS, Personal Financial Planning
Universidad de Alicante
Economics
Christopher Cinelli, CFP Christopher Cinelli, CFP's AXA Advisors Experience September 2004 - July 2010
Job Certified Financial Planner at Orchestral Financial Group Inc.
Industry Financial Services
Experience
Orchestral Financial Group Inc. July 2012 - Present
Ameritas Investment Corp. July 2010 - July 2012
AXA Advisors September 2004 - July 2010
Education
State University of New York at Albany 2000 — 2004
Bachelor's Degree, Business with a concentration in Finance, Cum Laude
City Honors School 1993 — 2000
Regents, College Prep
Orchestral Financial Group Inc. July 2012 - Present
Ameritas Investment Corp. July 2010 - July 2012
AXA Advisors September 2004 - July 2010
Education
State University of New York at Albany 2000 — 2004
Bachelor's Degree, Business with a concentration in Finance, Cum Laude
City Honors School 1993 — 2000
Regents, College Prep
Thomas Goldberg Thomas Goldberg's AXA Advisors Experience January 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
UTSA Athletics May 2013 - December 2013
Richardson Counseling Services May 2013 - October 2013
Skills
Social Media, PowerPoint, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Marketing Communications, Microsoft Word, Marketing, Leadership, Public Speaking, Social Networking, Research, Teamwork
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Arts (B.A.) & Bachelor of Business Administration (B.B.A.), Psychology, Marketing, & Finance
Cypress Creek
High School
AXA Advisors January 2014 - Present
UTSA Athletics May 2013 - December 2013
Richardson Counseling Services May 2013 - October 2013
Skills
Social Media, PowerPoint, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Marketing Communications, Microsoft Word, Marketing, Leadership, Public Speaking, Social Networking, Research, Teamwork
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Arts (B.A.) & Bachelor of Business Administration (B.B.A.), Psychology, Marketing, & Finance
Cypress Creek
High School
Matt Hoyland Matt Hoyland's AXA Advisors Experience February 2013 - September 2014
Job VP Institutional Equity Sales at Dougherty & Company LLC
Industry Capital Markets
Experience
Dougherty & Company LLC October 2014 - Present
AXA Advisors February 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Swimming, Business Analysis, Physics, Networking, Small Business, Economics, Insurance, Finance, Technology, Cashflow Analysis, Financial Risk, Asset Protection
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Economics
Dougherty & Company LLC October 2014 - Present
AXA Advisors February 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Swimming, Business Analysis, Physics, Networking, Small Business, Economics, Insurance, Finance, Technology, Cashflow Analysis, Financial Risk, Asset Protection
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Economics
Josh Richardson Josh Richardson's AXA Advisors Experience September 2012 - December 2012
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet February 2014 - Present
The University of Texas at Austin September 2012 - September 2014
Owner Resource Group September 2013 - January 2014
Runway Runaway LLC / Closeout Interiors (DBA) May 2013 - August 2013
Gerson Lehrman Group January 2013 - May 2013
AXA Advisors September 2012 - December 2012
Texas Football Team August 2009 - October 2012
Skills
Social Media, Investment Management, Facebook, Marketing, Athletic Administration, Event Planning, Market Research, PowerPoint, Spanish, Fundraising, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Marketing
J.J, Pearce High School 2005 — 2009
FactSet February 2014 - Present
The University of Texas at Austin September 2012 - September 2014
Owner Resource Group September 2013 - January 2014
Runway Runaway LLC / Closeout Interiors (DBA) May 2013 - August 2013
Gerson Lehrman Group January 2013 - May 2013
AXA Advisors September 2012 - December 2012
Texas Football Team August 2009 - October 2012
Skills
Social Media, Investment Management, Facebook, Marketing, Athletic Administration, Event Planning, Market Research, PowerPoint, Spanish, Fundraising, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Marketing
J.J, Pearce High School 2005 — 2009
Shakil Prasla Shakil Prasla's AXA Advisors Experience 2008 - 2010
Job Partner at SZ Ventures
Industry Venture Capital & Private Equity
Experience
SZ Ventures 2013 - Present
Ambistar Ventures 2011 - 2013
AXA Advisors 2008 - 2010
Skills
Entrepreneurship, Strategy, Financial Modeling, Financial Analysis, Business Analysis, Investments, Valuation, Business Strategy, Start-ups, Trading, New Business Development, Business Development
Education
Acton School of Business
MBA
The University of Texas at Austin 2004 — 2008
Economics
SZ Ventures 2013 - Present
Ambistar Ventures 2011 - 2013
AXA Advisors 2008 - 2010
Skills
Entrepreneurship, Strategy, Financial Modeling, Financial Analysis, Business Analysis, Investments, Valuation, Business Strategy, Start-ups, Trading, New Business Development, Business Development
Education
Acton School of Business
MBA
The University of Texas at Austin 2004 — 2008
Economics
Bailey Stearns Bailey Stearns's AXA Advisors Experience February 2012 - June 2012
Job Clinical Processor at Renaissance RX
Industry Public Relations and Communications
Experience
Renaissance RX December 2014 - August 2015
CPR Medical Staffing July 2014 - December 2014
Cheddar's Casual Cafe February 2013 - November 2013
Bed Bath & Beyond January 2008 - February 2013
AXA Advisors February 2012 - June 2012
Skills
Recruiting, Customer Service, Interviews, Team Leadership, Marketing, Screening, Spreadsheets, Cash Register, Microsoft Office, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Public Relations, Social Media, Customer Satisfaction, Leadership, Training, Facebook, Inventory Management, Social Networking, Merchandising, Telephone Skills, Retail, Teamwork
Education
The University of Texas at Dallas 2011 — 2013
Bachelor of Arts (B.A.), Emerging Media and Communications
The University of Texas at Austin 2009 — 2011
Advertising
Eastfield Community College
Took duel credit classes via Eastfield
and Richland Community Colleges
Took duel credit classes via Richland
Renaissance RX December 2014 - August 2015
CPR Medical Staffing July 2014 - December 2014
Cheddar's Casual Cafe February 2013 - November 2013
Bed Bath & Beyond January 2008 - February 2013
AXA Advisors February 2012 - June 2012
Skills
Recruiting, Customer Service, Interviews, Team Leadership, Marketing, Screening, Spreadsheets, Cash Register, Microsoft Office, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Public Relations, Social Media, Customer Satisfaction, Leadership, Training, Facebook, Inventory Management, Social Networking, Merchandising, Telephone Skills, Retail, Teamwork
Education
The University of Texas at Dallas 2011 — 2013
Bachelor of Arts (B.A.), Emerging Media and Communications
The University of Texas at Austin 2009 — 2011
Advertising
Eastfield Community College
Took duel credit classes via Eastfield
and Richland Community Colleges
Took duel credit classes via Richland
Katelynn Rouse Katelynn Rouse's AXA Advisors Experience April 2012 - September 2012
Job SEM Analyst at ReachLocal
Industry Marketing and Advertising
Experience
ReachLocal April 2015 - Present
ReachLocal March 2014 - April 2015
ReachLocal June 2013 - February 2014
Fidelity Investments October 2012 - June 2013
AXA Advisors April 2012 - September 2012
Kate's Frosting August 2008 - August 2011
Gap Inc June 2009 - August 2010
Premier Care May 2008 - August 2008
Tri-County Pool Service September 2002 - August 2007
Skills
Social Media, Customer Service, Social Media Marketing, Facebook, Marketing, Editing, Sales, Microsoft Office, Microsoft Excel, Management, Inventory Management, Online Marketing
Education
Trinity University 2007 — 2011
Bachelor of Arts, English, Sociology
Trinity University 2007 — 2011
Peer Tutor
ReachLocal April 2015 - Present
ReachLocal March 2014 - April 2015
ReachLocal June 2013 - February 2014
Fidelity Investments October 2012 - June 2013
AXA Advisors April 2012 - September 2012
Kate's Frosting August 2008 - August 2011
Gap Inc June 2009 - August 2010
Premier Care May 2008 - August 2008
Tri-County Pool Service September 2002 - August 2007
Skills
Social Media, Customer Service, Social Media Marketing, Facebook, Marketing, Editing, Sales, Microsoft Office, Microsoft Excel, Management, Inventory Management, Online Marketing
Education
Trinity University 2007 — 2011
Bachelor of Arts, English, Sociology
Trinity University 2007 — 2011
Peer Tutor
Dianna Dai Dianna Dai's AXA Advisors Experience June 2009 - August 2009
Job Relationship Manager at Comerica Bank
Industry Financial Services
Experience
Comerica Bank March 2013 - Present
Comerica Bank July 2011 - February 2013
American Savings Bank June 2010 - August 2010
Southern California Business Film Festival May 2009 - May 2010
AXA Advisors June 2009 - August 2009
China International Economic Consultants Company June 2008 - August 2008
Skills
Financial Analysis, Chinese, Strategy, Finance, Valuation, Credit Analysis, Credit, Loans, Investments, Banking, Start-ups, Commercial Banking, Commercial Lending, Financial Modeling, Risk Management
Education
University of Southern California - Marshall School of Business 2007 — 2011
Bachelor's Degree, Business Administration
Università Commerciale 'Luigi Bocconi' 2010 — 2010
International Business
University of Southern California - Thornton School of Music 2007 — 2010
Minor, Musical Studies, Piano
Iolani School 2004 — 2007
High School Diploma
Comerica Bank March 2013 - Present
Comerica Bank July 2011 - February 2013
American Savings Bank June 2010 - August 2010
Southern California Business Film Festival May 2009 - May 2010
AXA Advisors June 2009 - August 2009
China International Economic Consultants Company June 2008 - August 2008
Skills
Financial Analysis, Chinese, Strategy, Finance, Valuation, Credit Analysis, Credit, Loans, Investments, Banking, Start-ups, Commercial Banking, Commercial Lending, Financial Modeling, Risk Management
Education
University of Southern California - Marshall School of Business 2007 — 2011
Bachelor's Degree, Business Administration
Università Commerciale 'Luigi Bocconi' 2010 — 2010
International Business
University of Southern California - Thornton School of Music 2007 — 2010
Minor, Musical Studies, Piano
Iolani School 2004 — 2007
High School Diploma
Omar Kaif's AXA Advisors Experience December 2012 - April 2013
Job Senior Project Management Intern at SkyTouch Technology
Industry Financial Services
Experience
SkyTouch Technology May 2015 - Present
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase May 2013 - February 2014
AXA Advisors December 2012 - April 2013
Body Armor May 2012 - August 2012
Apple May 2011 - July 2011
Kaif Digital May 2010 - August 2010
Skills
Management, Customer Service, Microsoft Office, Analysis, Marketing, Leadership, Financial Analysis, Microsoft Word, Data Analysis, Teamwork, Risk Management, Finance, Team Leadership, Public Speaking, Sales, Consulting, Accounting, Financial Services, Product Marketing, Social Media, Research, Time Management, Credit Card Fraud, Fraud Investigations, Credit Analysis, Credit Risk, Rally, CA Clarity, Program Management, Project Management, JIRA, Confluence, Portfolio Management
Education
Thunderbird School of Global Management 2014 — 2015
Master of Business Administration (MBA), Global Business
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Economics
SkyTouch Technology May 2015 - Present
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase May 2013 - February 2014
AXA Advisors December 2012 - April 2013
Body Armor May 2012 - August 2012
Apple May 2011 - July 2011
Kaif Digital May 2010 - August 2010
Skills
Management, Customer Service, Microsoft Office, Analysis, Marketing, Leadership, Financial Analysis, Microsoft Word, Data Analysis, Teamwork, Risk Management, Finance, Team Leadership, Public Speaking, Sales, Consulting, Accounting, Financial Services, Product Marketing, Social Media, Research, Time Management, Credit Card Fraud, Fraud Investigations, Credit Analysis, Credit Risk, Rally, CA Clarity, Program Management, Project Management, JIRA, Confluence, Portfolio Management
Education
Thunderbird School of Global Management 2014 — 2015
Master of Business Administration (MBA), Global Business
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ismael Aviles Ismael Aviles's AXA Advisors Experience July 1999 - December 2001
Job CPA at HabilEs Income Tax
Industry Accounting
Experience
Habil-Es Income Tax January 1994 - Present
Habil-Es Income Tax January 1993 - Present
AXA Advisors July 1999 - December 2001
Skills
Finance, Tax, CPA, Financial Analysis, Strategic Planning, Auditing, Management, Financial Reporting, Team Building, Budgets, QuickBooks, Wavelab
Education
Universidad de Puerto Rico 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
University of Puerto Rico-Rio Piedras 1989 — 1993
B.B.A., Accounting
Habil-Es Income Tax January 1994 - Present
Habil-Es Income Tax January 1993 - Present
AXA Advisors July 1999 - December 2001
Skills
Finance, Tax, CPA, Financial Analysis, Strategic Planning, Auditing, Management, Financial Reporting, Team Building, Budgets, QuickBooks, Wavelab
Education
Universidad de Puerto Rico 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
University of Puerto Rico-Rio Piedras 1989 — 1993
B.B.A., Accounting
Justin Probst Justin Probst's AXA Advisors Experience May 2013 - August 2013
Job [Career Seeking]
Industry Marketing and Advertising
Experience
4J Homes May 2014 - May 2015
Canyon Cafe LLC May 2012 - May 2015
BRAVO BRIO Restaurant Group May 2014 - August 2014
AXA Advisors May 2013 - August 2013
Probst/Behm/Clancy OBGYN May 2009 - May 2012
Skills
Construction, Computer Hardware, Computer Proficiency, Team Leadership, E-Learning, Spanish, Chinese, Social Networking, Video Games, Computer Science, Computer Maintenance, Electrical Maintenance, Plumbing, Piano, Trumpet, Violin, Guitar, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork, Time Management, Event Planning, Leadership, Research, Management, Marketing, Facebook, Critical Thinking, Communication, Social Media Marketing, Editing, Teaching, Strategic Planning, Event Management, Team Building, Public Relations, English, Business Strategy, Writing, Problem Solving, Community Outreach, Advertising, Marketing Strategy, JavaScript, Sales
Education
Truman State University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing, Senior
Westminster Christian Academy 2007 — 2011
High School
4J Homes May 2014 - May 2015
Canyon Cafe LLC May 2012 - May 2015
BRAVO BRIO Restaurant Group May 2014 - August 2014
AXA Advisors May 2013 - August 2013
Probst/Behm/Clancy OBGYN May 2009 - May 2012
Skills
Construction, Computer Hardware, Computer Proficiency, Team Leadership, E-Learning, Spanish, Chinese, Social Networking, Video Games, Computer Science, Computer Maintenance, Electrical Maintenance, Plumbing, Piano, Trumpet, Violin, Guitar, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork, Time Management, Event Planning, Leadership, Research, Management, Marketing, Facebook, Critical Thinking, Communication, Social Media Marketing, Editing, Teaching, Strategic Planning, Event Management, Team Building, Public Relations, English, Business Strategy, Writing, Problem Solving, Community Outreach, Advertising, Marketing Strategy, JavaScript, Sales
Education
Truman State University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing, Senior
Westminster Christian Academy 2007 — 2011
High School
Jon McCorkle's AXA Advisors Experience 2009 - 2010
Job Account Executive at PLEX Systems
Industry Computer Software
Experience
PLEX Systems January 2015 - Present
Aptean 2012 - 2014
AXA Advisors 2009 - 2010
Skills
Enterprise Application..., Enterprise Resouce..., Customer Relationship..., Supply Chain Management, Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, 401k Rollovers, IRAs, Fixed Annuities, Investment Advisory, Wealth Accumulation, Enterprise Software, Solution Selling, Account Management, CRM, Life Insurance, Strategic Financial..., Leadership, Asset Allocation, Business Intelligence, SaaS, Lead Generation, Series 63, College Savings Plans, ETFs, Financial Planners, Business Analysis, Customer Service, Financial Advisory, Personal Finance, Retirement, Financial Services, Estate Planning, Investments, Securities, Uniform Combined State..., Sales Process, Bonds, Alternative Investments, Wealth, Investment Management, Series 65, Investment Strategies, Financial Planning
Education
The University of Texas at Austin 2004 — 2009
Bachelor of Business Administration (BBA), Finance
PLEX Systems January 2015 - Present
Aptean 2012 - 2014
AXA Advisors 2009 - 2010
Skills
Enterprise Application..., Enterprise Resouce..., Customer Relationship..., Supply Chain Management, Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, 401k Rollovers, IRAs, Fixed Annuities, Investment Advisory, Wealth Accumulation, Enterprise Software, Solution Selling, Account Management, CRM, Life Insurance, Strategic Financial..., Leadership, Asset Allocation, Business Intelligence, SaaS, Lead Generation, Series 63, College Savings Plans, ETFs, Financial Planners, Business Analysis, Customer Service, Financial Advisory, Personal Finance, Retirement, Financial Services, Estate Planning, Investments, Securities, Uniform Combined State..., Sales Process, Bonds, Alternative Investments, Wealth, Investment Management, Series 65, Investment Strategies, Financial Planning
Education
The University of Texas at Austin 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Doug Parsley Doug Parsley's AXA Advisors Experience January 2004 - March 2008
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds June 2011 - January 2014
American Funds May 2008 - June 2011
AXA Advisors January 2004 - March 2008
Education
Trinity University 1999 — 2003
B.S., Business Administration, Computer Science
American Funds January 2014 - Present
American Funds June 2011 - January 2014
American Funds May 2008 - June 2011
AXA Advisors January 2004 - March 2008
Education
Trinity University 1999 — 2003
B.S., Business Administration, Computer Science
Prubh Singh Prubh Singh's AXA Advisors Experience July 2015 - Present
Job Client Support Specialist at Capital Management Group
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Prudential Financial February 2014 - July 2015
Kaplan Test Prep March 2014 - October 2014
Sprint Nextel April 2012 - May 2013
Classic Valet LLC. December 2010 - May 2013
Skills
Sales, Management, Teamwork, Research, Payroll, Analysis, Time Management, Finance, Financial Analysis, Insurance, Account Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint
Education
University at Albany 2009 — 2013
Bachelor of Science (BS), Business Administration, Management/Finance
AXA Advisors July 2015 - Present
Prudential Financial February 2014 - July 2015
Kaplan Test Prep March 2014 - October 2014
Sprint Nextel April 2012 - May 2013
Classic Valet LLC. December 2010 - May 2013
Skills
Sales, Management, Teamwork, Research, Payroll, Analysis, Time Management, Finance, Financial Analysis, Insurance, Account Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint
Education
University at Albany 2009 — 2013
Bachelor of Science (BS), Business Administration, Management/Finance
Ari Goldstein Ari Goldstein's AXA Advisors Experience May 2011 - November 2011
Job Sr. Associate, Portfolio Management
Industry Retail
Experience
Capital One August 2013 - Present
B&H Photo Video April 2012 - August 2013
AXA Advisors May 2011 - November 2011
AXA Advisors June 2011 - September 2011
Womens League August 2009 - May 2011
Smith and Barney April 2004 - June 2004
Education
Touro College 2008 — 2011
Bachelor of Science, Finance
Touro College 2008 — 2011
Bachelor’s Degree, Finance
Kushner
Capital One August 2013 - Present
B&H Photo Video April 2012 - August 2013
AXA Advisors May 2011 - November 2011
AXA Advisors June 2011 - September 2011
Womens League August 2009 - May 2011
Smith and Barney April 2004 - June 2004
Education
Touro College 2008 — 2011
Bachelor of Science, Finance
Touro College 2008 — 2011
Bachelor’s Degree, Finance
Kushner
Sameerah Hameed Sameerah Hameed's AXA Advisors Experience October 2010 - Present
Job
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
JPMorgan Chase September 2008 - August 2009
Prudential Financial February 2004 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Union County College
AXA Advisors October 2010 - Present
JPMorgan Chase September 2008 - August 2009
Prudential Financial February 2004 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Union County College
Sonia Castillo-Smith Sonia Castillo-Smith's AXA Advisors Experience September 2001 - April 2004
Job Premier Relationship Manager at HSBC Bank USA
Industry Banking
Experience
HSBC Bank USA March 2008 - Present
AXA Advisors September 2001 - April 2004
Moore Corporation May 1998 - January 2001
Bausch + Lomb October 1992 - April 1998
Skills
Personal Financial..., Project Planning, Spanish-English, Retail Banking, Market Research, Management, Strategy, Cross Selling, Finance, Wealth Management, Customer Service, Marketing, B2B, Banking, Analysis, Cross-functional Team..., Direct Marketing, Sales, Budgets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA)
Universidad Simon Bolivar 1981 — 1986
Computer Engineer, 1986
HSBC Bank USA March 2008 - Present
AXA Advisors September 2001 - April 2004
Moore Corporation May 1998 - January 2001
Bausch + Lomb October 1992 - April 1998
Skills
Personal Financial..., Project Planning, Spanish-English, Retail Banking, Market Research, Management, Strategy, Cross Selling, Finance, Wealth Management, Customer Service, Marketing, B2B, Banking, Analysis, Cross-functional Team..., Direct Marketing, Sales, Budgets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA)
Universidad Simon Bolivar 1981 — 1986
Computer Engineer, 1986
Raj Banik Raj Banik's AXA Advisors Experience May 2008 - May 2009
Job Instrument and Control Engineer at CB&I
Industry Oil & Energy
Experience
CB&I November 2014 - Present
Candidly Speaking imagery January 2011 - Present
KBR, Inc. March 2013 - November 2014
Samsung Austin Semiconductor January 2012 - February 2013
University of Houston August 2011 - December 2011
AXA Advisors May 2008 - May 2009
Skills
Matlab, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Project Management, PowerPoint, Electronics, Analysis, Research, Photography, Engineering
Education
University of Houston 2009 — 2011
B.S, Electrical Engineering
The University of Texas at Austin 2004 — 2008
B.A, Economics
Strake Jesuit College Preparatory 2000 — 2004
CB&I November 2014 - Present
Candidly Speaking imagery January 2011 - Present
KBR, Inc. March 2013 - November 2014
Samsung Austin Semiconductor January 2012 - February 2013
University of Houston August 2011 - December 2011
AXA Advisors May 2008 - May 2009
Skills
Matlab, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Project Management, PowerPoint, Electronics, Analysis, Research, Photography, Engineering
Education
University of Houston 2009 — 2011
B.S, Electrical Engineering
The University of Texas at Austin 2004 — 2008
B.A, Economics
Strake Jesuit College Preparatory 2000 — 2004
Aaron A. Stanley Aaron A. Stanley's AXA Advisors Experience November 2011 - Present
Job Vice President
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Skills
Retirement Distribution..., Wealth Management..., Estate Planning..., Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Financial Advisory, Insurance Strategies /..., Investment Strategies, Financial Analysis
Education
Wharton School, University of Pennsylvania
Certificate in Retirement Planning
State University of New York at Buffalo 2001 — 2003
Bachelor of Applied Science (BASc), Business Administration/Management
AXA Advisors November 2011 - Present
Skills
Retirement Distribution..., Wealth Management..., Estate Planning..., Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Financial Advisory, Insurance Strategies /..., Investment Strategies, Financial Analysis
Education
Wharton School, University of Pennsylvania
Certificate in Retirement Planning
State University of New York at Buffalo 2001 — 2003
Bachelor of Applied Science (BASc), Business Administration/Management
Nathan Gierke, JD Nathan Gierke, JD's AXA Advisors Experience September 2013 - March 2015
Job Chief Administrative Officer at Shuster Financial Group LLC
Industry Financial Services
Experience
Shuster Financial Group LLC March 2015 - Present
AXA Advisors September 2013 - March 2015
New England Financial December 2009 - September 2013
AXA Advisors July 2006 - November 2009
Skills
Investment Advisory, Retirement Planning, Series 7, Operations Management, Risk Management, Estate Planning, Sales Management, Series 24, Sales Operations, Wealth Management, Social Media, Series 63, Series 65
Education
Thomas Jefferson School of Law 2002 — 2005
JD, Tax Law
University of Wisconsin-Madison - School of Business 1995 — 2000
BBA, Finance, Actuarial Science
Nicolet High School 1992 — 1995
Shuster Financial Group LLC March 2015 - Present
AXA Advisors September 2013 - March 2015
New England Financial December 2009 - September 2013
AXA Advisors July 2006 - November 2009
Skills
Investment Advisory, Retirement Planning, Series 7, Operations Management, Risk Management, Estate Planning, Sales Management, Series 24, Sales Operations, Wealth Management, Social Media, Series 63, Series 65
Education
Thomas Jefferson School of Law 2002 — 2005
JD, Tax Law
University of Wisconsin-Madison - School of Business 1995 — 2000
BBA, Finance, Actuarial Science
Nicolet High School 1992 — 1995
Frederick Vaisse Frederick Vaisse's AXA Advisors Experience 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
BREMOND & Associés January 2010 - July 2010
Arkin Kaplan Rice LLP July 2009 - December 2009
Arkin Kaplan Rice LLP April 2008 - July 2008
EY Société d'Avocats July 2006 - December 2006
Landwell & Associés, Law Firm member of the international PwC network January 2006 - June 2006
Skills
Investments, Corporate Finance, Financial Analysis, Equities, Private Equity, Financial Modeling, Finance, Valuation, Bonds, Hedge Funds, Derivatives, Due Diligence, Commercial Litigation, Intellectual Property, Litigation, Mergers, Structured Finance, Tax Law
Education
EFB Paris 2009 — 2010
Université Paris Dauphine 2007 — 2008
Master's degree, Business Law
Université René Descartes (Paris V) 2005 — 2006
Master's degree, Tax Law/Taxation
Université Panthéon Assas (Paris II) 2001 — 2005
Master's degree, Business and Tax Law
AXA Advisors 2013 - Present
BREMOND & Associés January 2010 - July 2010
Arkin Kaplan Rice LLP July 2009 - December 2009
Arkin Kaplan Rice LLP April 2008 - July 2008
EY Société d'Avocats July 2006 - December 2006
Landwell & Associés, Law Firm member of the international PwC network January 2006 - June 2006
Skills
Investments, Corporate Finance, Financial Analysis, Equities, Private Equity, Financial Modeling, Finance, Valuation, Bonds, Hedge Funds, Derivatives, Due Diligence, Commercial Litigation, Intellectual Property, Litigation, Mergers, Structured Finance, Tax Law
Education
EFB Paris 2009 — 2010
Université Paris Dauphine 2007 — 2008
Master's degree, Business Law
Université René Descartes (Paris V) 2005 — 2006
Master's degree, Tax Law/Taxation
Université Panthéon Assas (Paris II) 2001 — 2005
Master's degree, Business and Tax Law
Corey Dandaraw's AXA Advisors Experience December 2010 - October 2011
Job Agency Standards Consultant at New York Life Insurance Company
Industry Investment Banking
Experience
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
Daniel Greco's AXA Advisors Experience October 2009 - September 2011
Job Derivatives Analyst at MetLife
Industry Financial Services
Experience
MetLife June 2012 - Present
ManpowerGroup September 2011 - June 2012
AXA Advisors October 2009 - September 2011
Mercury Financial Asset Management September 2007 - February 2009
New York Board of Trade August 2004 - August 2007
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance and Legal Studies
MetLife June 2012 - Present
ManpowerGroup September 2011 - June 2012
AXA Advisors October 2009 - September 2011
Mercury Financial Asset Management September 2007 - February 2009
New York Board of Trade August 2004 - August 2007
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance and Legal Studies
Brendan O'Rourke's AXA Advisors Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
DeMatha Catholic High School 2011 - 2013
US Small Business Administration May 2012 - September 2012
Education
Towson University 2012 — 2014
Bachelor of Arts (B.A.)
DeMatha Catholic High School 2006 — 2010
AXA Advisors October 2014 - Present
DeMatha Catholic High School 2011 - 2013
US Small Business Administration May 2012 - September 2012
Education
Towson University 2012 — 2014
Bachelor of Arts (B.A.)
DeMatha Catholic High School 2006 — 2010
Deborah Stewart's AXA Advisors Experience June 2004 - May 2007
Job Brand & Marketing Strategist and Independent Writing Professional
Industry Marketing and Advertising
Experience
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Chase June 2012 - October 2014
Morgan Stanley Smith Barney June 2009 - June 2012
New York Urban League October 2007 - June 2009
Citi Global Wealth Management June 2007 - May 2009
Jamrock Magazine 2007 - 2008
AXA Equitable May 2006 - June 2007
AXA Advisors June 2004 - May 2007
MONY Securities Corporation February 2000 - June 2004
Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.)
State University of New York at Albany
Bachelor of Science (B.S.)
Nathan Jensen Nathan Jensen's AXA Advisors Experience November 2013 - March 2015
Job Business Development Representative at Salsa Labs, Inc.
Industry Computer Software
Experience
Salsa Labs, Inc. April 2015 - Present
AXA Advisors November 2013 - March 2015
Garrett Music Academy 2004 - 2013
Skills
Leadership, Microsoft Office, Social Media, Social Media Marketing, Social Networking, Management, Microsoft Excel, Event Planning, Finance, Public Relations
Education
Towson University 2008 — 2013
Salsa Labs, Inc. April 2015 - Present
AXA Advisors November 2013 - March 2015
Garrett Music Academy 2004 - 2013
Skills
Leadership, Microsoft Office, Social Media, Social Media Marketing, Social Networking, Management, Microsoft Excel, Event Planning, Finance, Public Relations
Education
Towson University 2008 — 2013
Lisa Fulco, CFP®, ChFC®, LUTCF Lisa Fulco, CFP®, ChFC®, LUTCF's AXA Advisors Experience November 2010 - February 2012
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
Drew Bonner's AXA Advisors Experience August 2011 - December 2011
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management August 2014 - Present
Forfeiture Support Associates April 2013 - July 2014
AXA Advisors August 2011 - December 2011
Tidepointe Advisors March 2010 - December 2011
Skills
Writing, Social Media, Interpersonal..., Market Oriented, Self-confidence, Self-driven, Motivated self-starter, Microsoft Office, Microsoft Word, Customer Service, Software Documentation, Management, Interpersonal..., Process Scheduler, Microsoft Excel, Facebook, Marketing, Research, Advertising, Teamwork, PowerPoint, Leadership, Public Speaking, Time Management, Social Networking, Finance, Sales
Education
Towson University 2008 — 2012
B.S, Business Administration; Marketing Concentration, 3.6 GPA
Reservoir High School 2004 — 2008
Merrill Lynch Wealth Management August 2014 - Present
Forfeiture Support Associates April 2013 - July 2014
AXA Advisors August 2011 - December 2011
Tidepointe Advisors March 2010 - December 2011
Skills
Writing, Social Media, Interpersonal..., Market Oriented, Self-confidence, Self-driven, Motivated self-starter, Microsoft Office, Microsoft Word, Customer Service, Software Documentation, Management, Interpersonal..., Process Scheduler, Microsoft Excel, Facebook, Marketing, Research, Advertising, Teamwork, PowerPoint, Leadership, Public Speaking, Time Management, Social Networking, Finance, Sales
Education
Towson University 2008 — 2012
B.S, Business Administration; Marketing Concentration, 3.6 GPA
Reservoir High School 2004 — 2008
Cyline Zhang Cyline Zhang's AXA Advisors Experience 2010 - 2011
Job Associate Analyst, Fund Reporting at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2014 - Present
Cottonwood Financial November 2012 - February 2014
Fidelity Investments June 2012 - November 2012
Beyond Green April 2012 - June 2012
AXA Advisors 2010 - 2011
Skills
Account Reconciliation, Accounts Payable, Accounting, QuickBooks, Microsoft Office, Access, Microsoft Excel, PowerPoint, Human Resources, ADP Payroll, Administration, Teamwork, Data Entry, Microsoft Word, Customer Service, System Administration, Management, Forecasting, Word, Excel, Fluent in Mandarin..., Certificate of..., Certificate of..., Fund Reporting, Fund Accounting
Education
The University of Texas at Dallas 2009 — 2011
MS, Accounting and Information Management, 3.6
Fidelity Investments March 2014 - Present
Cottonwood Financial November 2012 - February 2014
Fidelity Investments June 2012 - November 2012
Beyond Green April 2012 - June 2012
AXA Advisors 2010 - 2011
Skills
Account Reconciliation, Accounts Payable, Accounting, QuickBooks, Microsoft Office, Access, Microsoft Excel, PowerPoint, Human Resources, ADP Payroll, Administration, Teamwork, Data Entry, Microsoft Word, Customer Service, System Administration, Management, Forecasting, Word, Excel, Fluent in Mandarin..., Certificate of..., Certificate of..., Fund Reporting, Fund Accounting
Education
The University of Texas at Dallas 2009 — 2011
MS, Accounting and Information Management, 3.6
Jaime Quintanilla Jaime Quintanilla's AXA Advisors Experience June 2011 - August 2011
Job May 2011 McCombs School of Business Graduate Seeking Career Opportunities
Industry Oil & Energy
Experience
AXA Advisors June 2011 - August 2011
USAA June 2010 - August 2010
Skills
Problem Solving, Financial Planning, Team Leadership, Project Management, Market Research, Business Analysis, Risk Management, Collaborative
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
AXA Advisors June 2011 - August 2011
USAA June 2010 - August 2010
Skills
Problem Solving, Financial Planning, Team Leadership, Project Management, Market Research, Business Analysis, Risk Management, Collaborative
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
Albert Montagna Albert Montagna's AXA Advisors Experience September 2013 - January 2014
Job Experienced Financial Services Registered Principal Seeking A New Position Within Financial Services
Industry Financial Services
Experience
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
Karin Alvarado Karin Alvarado's AXA Advisors Experience 2008 - 2010
Job Financial Advisor at Stark Miller Financial Benefits Group
Industry Financial Services
Experience
Stark Miller Financial Benefits Group April 2010 - Present
AXA Advisors 2008 - 2010
ING Financial Advisors Group June 2001 - June 2008
Skills
Bilingual Financial..., Employee Benefits, Retirement Planning, 401k, Social Media, Retirement, Mutual Funds, Pensions
Education
The University of Texas at Austin 1992 — 1996
BA, Marketing, International Business
Loretto Academy
Stark Miller Financial Benefits Group April 2010 - Present
AXA Advisors 2008 - 2010
ING Financial Advisors Group June 2001 - June 2008
Skills
Bilingual Financial..., Employee Benefits, Retirement Planning, 401k, Social Media, Retirement, Mutual Funds, Pensions
Education
The University of Texas at Austin 1992 — 1996
BA, Marketing, International Business
Loretto Academy
Santiago Corona Santiago Corona's AXA Advisors Experience June 2007 - November 2007
Job F&B Manager
Industry Hospitality
Experience
Synergy Legal Inc. April 2012 - Present
Passion Restaurant Group October 2013 - December 2014
Mercadito Restaurant March 2011 - April 2012
Marcell Felipe Attorneys August 2009 - November 2011
Primerica Financial Services November 2007 - January 2009
AXA Advisors June 2007 - November 2007
Mexican Consulate in Miami December 2006 - June 2007
Kite Mix Marketing, LLC October 2005 - November 2006
Alvarez Hurtado y Asociados, SC January 2004 - October 2005
ILP GLOBAL BITAR & MARCIN ABOGADOS August 2001 - August 2003
Skills
Corporate Law, Mergers, Intellectual Property, Corporate Governance, Litigation, Mergers & Acquisitions, Commercial Litigation, Employment Law, Legal Advice, Contract Negotiation, Due Diligence, Negotiation, Tax Law, Arbitration, Finance, International Law, Civil Litigation, Legal Writing, Legal Research, Joint Ventures
Education
University of Miami School of Law 2008 — 2009
LLM, Comparative Law
Universidad del Valle de México 2002 — 2004
Maestria en Derecho Fiscal, Tax
Universidad del Valle de México 1997 — 2001
Licenciatura en Derecho, Law
Green Hills
High school
Synergy Legal Inc. April 2012 - Present
Passion Restaurant Group October 2013 - December 2014
Mercadito Restaurant March 2011 - April 2012
Marcell Felipe Attorneys August 2009 - November 2011
Primerica Financial Services November 2007 - January 2009
AXA Advisors June 2007 - November 2007
Mexican Consulate in Miami December 2006 - June 2007
Kite Mix Marketing, LLC October 2005 - November 2006
Alvarez Hurtado y Asociados, SC January 2004 - October 2005
ILP GLOBAL BITAR & MARCIN ABOGADOS August 2001 - August 2003
Skills
Corporate Law, Mergers, Intellectual Property, Corporate Governance, Litigation, Mergers & Acquisitions, Commercial Litigation, Employment Law, Legal Advice, Contract Negotiation, Due Diligence, Negotiation, Tax Law, Arbitration, Finance, International Law, Civil Litigation, Legal Writing, Legal Research, Joint Ventures
Education
University of Miami School of Law 2008 — 2009
LLM, Comparative Law
Universidad del Valle de México 2002 — 2004
Maestria en Derecho Fiscal, Tax
Universidad del Valle de México 1997 — 2001
Licenciatura en Derecho, Law
Green Hills
High school
Chuck Miao Chuck Miao's AXA Advisors Experience 2002 - 2003
Job Founder, CEO, Chief Investment Officer at Future Legend USA
Industry Financial Services
Experience
Future Legend USA July 2014 - Present
Chesapeake Investment Services January 2003 - September 2014
AXA Advisors 2002 - 2003
GlobalLink Securities 2001 - 2002
MCI/WorldCom 1997 - 2001
Siemens 1996 - 1997
GE 1994 - 1995
Metcor/AEG 1989 - 1994
Skills
Hedging, Options, Securities, Trading, Investments, Equities, Portfolio Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies, Commodity, Risk Management, Trading Systems, Financial Analysis, Economics, Asset Management, Structured Products, Bonds, Asset Allocation, Electronic Trading, Investment Management, Finance, Equity Derivatives, Emerging Markets, FX Options, Technical Analysis, Market Risk
Education
University of Maryland College Park 1987 — 1989
MS, EE
Tongji University 1982 — 1987
BS, EE
Future Legend USA July 2014 - Present
Chesapeake Investment Services January 2003 - September 2014
AXA Advisors 2002 - 2003
GlobalLink Securities 2001 - 2002
MCI/WorldCom 1997 - 2001
Siemens 1996 - 1997
GE 1994 - 1995
Metcor/AEG 1989 - 1994
Skills
Hedging, Options, Securities, Trading, Investments, Equities, Portfolio Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies, Commodity, Risk Management, Trading Systems, Financial Analysis, Economics, Asset Management, Structured Products, Bonds, Asset Allocation, Electronic Trading, Investment Management, Finance, Equity Derivatives, Emerging Markets, FX Options, Technical Analysis, Market Risk
Education
University of Maryland College Park 1987 — 1989
MS, EE
Tongji University 1982 — 1987
BS, EE
Thomas Doan Thomas Doan's AXA Advisors Experience December 2009 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2009 - Present
Tejas Securities Group, Inc. September 2009 - December 2009
Texas Department of Family and Protective Services February 2009 - April 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
BBA, Finance
The University of Texas at Austin 2007 — 2008
Biology
AXA Advisors December 2009 - Present
Tejas Securities Group, Inc. September 2009 - December 2009
Texas Department of Family and Protective Services February 2009 - April 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
BBA, Finance
The University of Texas at Austin 2007 — 2008
Biology
Rob Chaffee Rob Chaffee's AXA Advisors Experience 2000 - 2002
Job President/GM, Trachte Southeast, LLC
Industry Electrical/Electronic Manufacturing
Experience
Trachte, Inc. April 2015 - Present
Trachte, Inc. April 2011 - March 2015
Trachte, Inc. January 2010 - April 2011
AZZ Incorporated April 2004 - January 2010
BE&K Construction - FN Thompson September 2003 - March 2004
AXA Advisors 2000 - 2002
Southern Electric Service Company 1988 - 2000
Skills
Business Development, Product Development, Sales Management, Management, Engineering, Team Building, New Business Development, Integration, Business Planning, Budgets, Sales, Electrical Integration, Switchgear, Medium Voltage..., Operations Management, Manufacturing..., Electrical Engineering, Business Strategy, Business Analysis, Leadership, Contract Negotiation, Manufacturing, Negotiation, Strategic Planning, Process Improvement, Marketing, Sales Operations, Project Management, Strategic Partnerships, Project Planning, Cross-functional Team..., Electricians, Continuous Improvement, Strategy, Product Marketing, Product Management, Key Account Management, International Sales, Power Distribution, Project Engineering
Education
Thomas Edison State College
University of South Carolina - Darla Moore School of Business
Business Management
Trachte, Inc. April 2015 - Present
Trachte, Inc. April 2011 - March 2015
Trachte, Inc. January 2010 - April 2011
AZZ Incorporated April 2004 - January 2010
BE&K Construction - FN Thompson September 2003 - March 2004
AXA Advisors 2000 - 2002
Southern Electric Service Company 1988 - 2000
Skills
Business Development, Product Development, Sales Management, Management, Engineering, Team Building, New Business Development, Integration, Business Planning, Budgets, Sales, Electrical Integration, Switchgear, Medium Voltage..., Operations Management, Manufacturing..., Electrical Engineering, Business Strategy, Business Analysis, Leadership, Contract Negotiation, Manufacturing, Negotiation, Strategic Planning, Process Improvement, Marketing, Sales Operations, Project Management, Strategic Partnerships, Project Planning, Cross-functional Team..., Electricians, Continuous Improvement, Strategy, Product Marketing, Product Management, Key Account Management, International Sales, Power Distribution, Project Engineering
Education
Thomas Edison State College
University of South Carolina - Darla Moore School of Business
Business Management
Ron Dizon Ron Dizon's AXA Advisors Experience May 2007 - April 2008
Job Paralegal/Fraud Investigator
Industry Financial Services
Experience
Amazon September 2013 - Present
Capital One April 2008 - August 2013
AXA Advisors May 2007 - April 2008
Greater Bay Bank November 2004 - May 2006
Office Depot August 2002 - April 2005
Skills
Banking, Credit, Strategic Planning, Financial Services, Finance, Portfolio Management, Series 7, Loans, Customer Service, Commercial Lending, Salesforce.com, Securities, Investments, Financial Planning, Call Centers, Risk Management
Education
University of Washington 1998 — 2003
Bachelor’s Degree
Thomas Jefferson School of Law
Master of Science in Law, Compliance and Risk Management
Amazon September 2013 - Present
Capital One April 2008 - August 2013
AXA Advisors May 2007 - April 2008
Greater Bay Bank November 2004 - May 2006
Office Depot August 2002 - April 2005
Skills
Banking, Credit, Strategic Planning, Financial Services, Finance, Portfolio Management, Series 7, Loans, Customer Service, Commercial Lending, Salesforce.com, Securities, Investments, Financial Planning, Call Centers, Risk Management
Education
University of Washington 1998 — 2003
Bachelor’s Degree
Thomas Jefferson School of Law
Master of Science in Law, Compliance and Risk Management
Ian Benouis's AXA Advisors Experience 2003 - 2004
Job VP of Sales, Lecorpio
Industry Legal Services
Experience
Lecorpio March 2013 - Present
Bridgeway Software April 2011 - April 2012
Mitratech March 2010 - April 2011
UnitedLex February 2008 - September 2009
Thomson Reuters (IP Management Services formerly Master Data Center (MDC)) June 2005 - February 2008
deverus June 2004 - May 2005
AXA Advisors 2003 - 2004
Silicon Valley Research 2001 - 2003
eLaw 2000 - 2001
Thomson Legal & Regulatory (Westlaw) 1997 - 1999
Skills
Intellectual Property, Sales Management, Cross-functional Team..., Contract Negotiation, Sales, Strategy, Professional Services, Start-ups, Patents, Corporate Law, Negotiation, Business Development, SaaS, Strategic Planning, Trusting Relationships, Immigration Law, Due Diligence, Legal Research, Legal Assistance, Commercial Litigation, Business Strategy, Management Consulting, Cloud Computing, CRM, Recruiting, Training, Strategic Partnerships, Leadership, Business Planning, Enterprise Software, Entrepreneurship, Selling, Sales Process, Consulting, Product Development, Sales Operations, Management, Project Management, Analysis, Marketing Strategy, Operations Management, Business Process, Executive Management, Trademarks, Salesforce.com, Product Management, Competitive Analysis, Lead Generation, Forecasting, Solution Selling
Education
University of Houston Law Center 1994 — 1997
JD, Intellectual Property
United States Military Academy at West Point 1982 — 1986
BS, Engineering Management
Kailua High School 1979 — 1982
Lecorpio March 2013 - Present
Bridgeway Software April 2011 - April 2012
Mitratech March 2010 - April 2011
UnitedLex February 2008 - September 2009
Thomson Reuters (IP Management Services formerly Master Data Center (MDC)) June 2005 - February 2008
deverus June 2004 - May 2005
AXA Advisors 2003 - 2004
Silicon Valley Research 2001 - 2003
eLaw 2000 - 2001
Thomson Legal & Regulatory (Westlaw) 1997 - 1999
Skills
Intellectual Property, Sales Management, Cross-functional Team..., Contract Negotiation, Sales, Strategy, Professional Services, Start-ups, Patents, Corporate Law, Negotiation, Business Development, SaaS, Strategic Planning, Trusting Relationships, Immigration Law, Due Diligence, Legal Research, Legal Assistance, Commercial Litigation, Business Strategy, Management Consulting, Cloud Computing, CRM, Recruiting, Training, Strategic Partnerships, Leadership, Business Planning, Enterprise Software, Entrepreneurship, Selling, Sales Process, Consulting, Product Development, Sales Operations, Management, Project Management, Analysis, Marketing Strategy, Operations Management, Business Process, Executive Management, Trademarks, Salesforce.com, Product Management, Competitive Analysis, Lead Generation, Forecasting, Solution Selling
Education
University of Houston Law Center 1994 — 1997
JD, Intellectual Property
United States Military Academy at West Point 1982 — 1986
BS, Engineering Management
Kailua High School 1979 — 1982
Michael Voltin Michael Voltin's AXA Advisors Experience January 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Raising Cane's 2012 - August 2012
Fleishman-Hillard January 2012 - May 2012
Chevrolet at SXSW March 2012 - March 2012
Texas State Senate October 2011 - December 2011
Kristy Ozmun Public Relations June 2011 - August 2011
Skills
Wealth Management, Retirement Planning, Risk Management, Investment Advisory..., Estate Planning..., Financial Strategy, Wealth Preservation..., Executive Benefit..., Long-term Care Planning..., Insurance Planning, Education Planning, Public Speaking, Social Media Marketing
Education
The University of Texas at Austin 2008 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
University of Colorado at Boulder 2007 — 2008
AXA Advisors January 2013 - Present
Raising Cane's 2012 - August 2012
Fleishman-Hillard January 2012 - May 2012
Chevrolet at SXSW March 2012 - March 2012
Texas State Senate October 2011 - December 2011
Kristy Ozmun Public Relations June 2011 - August 2011
Skills
Wealth Management, Retirement Planning, Risk Management, Investment Advisory..., Estate Planning..., Financial Strategy, Wealth Preservation..., Executive Benefit..., Long-term Care Planning..., Insurance Planning, Education Planning, Public Speaking, Social Media Marketing
Education
The University of Texas at Austin 2008 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
University of Colorado at Boulder 2007 — 2008
Evan Croll's AXA Advisors Experience July 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Investment Management
Experience
AXA Advisors July 2013 - Present
Skills
Series 7, Series 63, Series 66, New York State Life,...
Education
Union College 2009 — 2013
Bachelor of Arts, Economics
VVS
AXA Advisors July 2013 - Present
Skills
Series 7, Series 63, Series 66, New York State Life,...
Education
Union College 2009 — 2013
Bachelor of Arts, Economics
VVS
Hallie Bauer Hallie Bauer's AXA Advisors Experience September 2010 - May 2011
Job Outreach Coordinator at Westside Lexus
Industry Marketing and Advertising
Experience
Westside Lexus November 2011 - Present
AXA Advisors September 2010 - May 2011
Harper's Bazaar June 2010 - August 2010
Dr. Evelyn Ding January 2010 - May 2010
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
The University of Texas at Austin 2007 — 2011
Corporate Communications
Westside Lexus November 2011 - Present
AXA Advisors September 2010 - May 2011
Harper's Bazaar June 2010 - August 2010
Dr. Evelyn Ding January 2010 - May 2010
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
The University of Texas at Austin 2007 — 2011
Corporate Communications
Bruce Iacono Bruce Iacono's AXA Advisors Experience July 2012 - Present
Job Registered Representative at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Westchester County Bar Association 2012 - 2015
AXA-Advisors, LLC January 2012 - July 2012
NYU / SCPS March 2011 - January 2012
Bruce Iacono January 2009 - March 2011
Bruce Iacono August 1998 - January 2009
Skills
Financial Needs Analysis, Investing
Education
University of The Arts 1975 — 1978
Bachelor of Fine Arts (BFA), Graphic Design
AXA Advisors July 2012 - Present
Westchester County Bar Association 2012 - 2015
AXA-Advisors, LLC January 2012 - July 2012
NYU / SCPS March 2011 - January 2012
Bruce Iacono January 2009 - March 2011
Bruce Iacono August 1998 - January 2009
Skills
Financial Needs Analysis, Investing
Education
University of The Arts 1975 — 1978
Bachelor of Fine Arts (BFA), Graphic Design
Patrick Lennon, Jr. Patrick Lennon, Jr.'s AXA Advisors Experience November 2007 - November 2012
Job Financial Professional at ITI Strategies Investments,Taxes, Insurance
Industry Financial Services
Experience
ITI Strategies, Peekskill NY November 2012 - Present
AXA Advisors November 2007 - November 2012
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2007
Skills
Investments, Insurance, Estate Planning, Asset Managment, Financial Services, Series 7, Series 66, Variable Annuities, Fixed Annuities, Securities, Wealth, Long-term Care, Small Business, Finance, Business Planning, Account Management, Series 63, Retirement, FINRA, Series 6, Term Life Insurance, Asset Management, Uniform Combined State...
Education
Towson University
BS
ITI Strategies, Peekskill NY November 2012 - Present
AXA Advisors November 2007 - November 2012
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2007
Skills
Investments, Insurance, Estate Planning, Asset Managment, Financial Services, Series 7, Series 66, Variable Annuities, Fixed Annuities, Securities, Wealth, Long-term Care, Small Business, Finance, Business Planning, Account Management, Series 63, Retirement, FINRA, Series 6, Term Life Insurance, Asset Management, Uniform Combined State...
Education
Towson University
BS
Antonio Lebron, DBA Antonio Lebron, DBA's AXA Advisors Experience March 2013 - September 2014
Job Financial Advisor and Insurance Agent at JM Insurance Services, LLC
Industry Entertainment
Experience
JM Insurance Services, LLC September 2014 - Present
Universidad del Sagrado Corazon August 2013 - Present
Caribbean University October 2012 - Present
Sistema Ana G. Mendez August 2005 - Present
AXA Advisors March 2013 - September 2014
University of Phoenix August 2006 - July 2014
Radio Isla July 2010 - September 2012
Karina Lebron Art March 2002 - December 2011
Karina Entertainment March 2002 - December 2010
Instituto Psicopedagogico 2007 - 2010
Skills
Market Research, Public Relations, Federal Government, Management Consulting, Organizational..., Database Administration, EEO, FMLA, Budgeting, Writing, Event Management, Promotions, Benefits, Strategic Planning, Administration, Public Speaking, Research, Leadership Development, Negotiation, Teaching, Problem Solving, Non-profits, Planning, PowerPoint, Excel, Customer Relations, Business Strategy, Team Building, Event Planning, Policy, Microsoft Excel, Budgets, Project Planning, Human Resources, Management, Strategy, Nonprofits, Training, Entrepreneurship, Marketing Strategy, Fundraising, Employee Relations, System Administration, Marketing, Customer Service, Advertising, Performance Management, Employee Training, Talent Management, Time Management
Education
Universidad del Turabo 2003 — 2008
Doctor in Management, Management
University of Phoenix 1997 — 1999
Bachelor, Business Administration
Rafael Lopez Landron
Rafael Lopez Landron
JM Insurance Services, LLC September 2014 - Present
Universidad del Sagrado Corazon August 2013 - Present
Caribbean University October 2012 - Present
Sistema Ana G. Mendez August 2005 - Present
AXA Advisors March 2013 - September 2014
University of Phoenix August 2006 - July 2014
Radio Isla July 2010 - September 2012
Karina Lebron Art March 2002 - December 2011
Karina Entertainment March 2002 - December 2010
Instituto Psicopedagogico 2007 - 2010
Skills
Market Research, Public Relations, Federal Government, Management Consulting, Organizational..., Database Administration, EEO, FMLA, Budgeting, Writing, Event Management, Promotions, Benefits, Strategic Planning, Administration, Public Speaking, Research, Leadership Development, Negotiation, Teaching, Problem Solving, Non-profits, Planning, PowerPoint, Excel, Customer Relations, Business Strategy, Team Building, Event Planning, Policy, Microsoft Excel, Budgets, Project Planning, Human Resources, Management, Strategy, Nonprofits, Training, Entrepreneurship, Marketing Strategy, Fundraising, Employee Relations, System Administration, Marketing, Customer Service, Advertising, Performance Management, Employee Training, Talent Management, Time Management
Education
Universidad del Turabo 2003 — 2008
Doctor in Management, Management
University of Phoenix 1997 — 1999
Bachelor, Business Administration
Rafael Lopez Landron
Rafael Lopez Landron
Laurie Staber Laurie Staber's AXA Advisors Experience September 2012 - Present
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
AXA Advisors, LLC January 2011 - September 2012
Northwestern Mutual May 2010 - January 2011
St. Croix Wealth Strategies/NML February 2007 - September 2009
Northwestern Mutual December 2004 - February 2007
Wealth Enhancement Group May 2001 - March 2004
Prior Lake State Bank 2000 - 2001
Education
Maplewood Academy
Union College (NE)
Accounting
AXA Advisors September 2012 - Present
AXA Advisors, LLC January 2011 - September 2012
Northwestern Mutual May 2010 - January 2011
St. Croix Wealth Strategies/NML February 2007 - September 2009
Northwestern Mutual December 2004 - February 2007
Wealth Enhancement Group May 2001 - March 2004
Prior Lake State Bank 2000 - 2001
Education
Maplewood Academy
Union College (NE)
Accounting
Tammy Eckstrom, CPA Tammy Eckstrom, CPA's AXA Advisors Experience March 2003 - September 2007
Job Vice President Enterprise Data Management at PNC
Industry Financial Services
Experience
PNC September 2014 - Present
PNC November 2012 - September 2014
PNC Bank August 2009 - November 2012
MetLife October 2007 - August 2009
AXA Advisors March 2003 - September 2007
Dominion July 1994 - February 2003
East Ohio Gas 1994 - 1996
Central Soya Co., Inc. 1980 - 1994
Skills
Accounting, Small Business, Retirement Planning, Financial Reporting, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Investments, Strategic Financial..., Finance, Operations Management, Financial Modeling, Auditing, Management, Loans, Employee Benefits, Internal Audit, Financial Planning, Disability Insurance, Risk Management
Education
Tri-State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
PNC September 2014 - Present
PNC November 2012 - September 2014
PNC Bank August 2009 - November 2012
MetLife October 2007 - August 2009
AXA Advisors March 2003 - September 2007
Dominion July 1994 - February 2003
East Ohio Gas 1994 - 1996
Central Soya Co., Inc. 1980 - 1994
Skills
Accounting, Small Business, Retirement Planning, Financial Reporting, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Investments, Strategic Financial..., Finance, Operations Management, Financial Modeling, Auditing, Management, Loans, Employee Benefits, Internal Audit, Financial Planning, Disability Insurance, Risk Management
Education
Tri-State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Jose Felix Rivas Jose Felix Rivas's AXA Advisors Experience January 2004 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2004 - Present
Coral Gables Investment Group January 2003 - April 2004
Skyparts January 1990 - December 2002
Skills
Wealth Management, Estate Planning..., Retirement Planning, Business Succession..., 401(k) Distribution..., Financial Planning, Risk Management, Tax-efficient...
Education
Universidad Metropolitana (VE) 1981 — 1986
Colegio La Salle 1968 — 1980
Bachiller
AXA Advisors January 2004 - Present
Coral Gables Investment Group January 2003 - April 2004
Skyparts January 1990 - December 2002
Skills
Wealth Management, Estate Planning..., Retirement Planning, Business Succession..., 401(k) Distribution..., Financial Planning, Risk Management, Tax-efficient...
Education
Universidad Metropolitana (VE) 1981 — 1986
Colegio La Salle 1968 — 1980
Bachiller
Katherine Madden's AXA Advisors Experience June 2009 - August 2009
Job Analyst, Merchant Marketing and Business Insights at American Express
Industry Marketing and Advertising
Experience
American Express July 2015 - Present
NBCUniversal, Inc. December 2012 - July 2015
NBCUniversal, Inc. September 2012 - December 2012
Department of Economics, University of Notre Dame June 2011 - May 2012
AXA Advisors June 2009 - August 2009
Skills
Stata, Econometrics, Media Research, Market Research, Microsoft Excel, PowerPoint, Economic Research, Data Analysis, Regression Analysis, Data Mining, Social Media, Access, Microsoft Word
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Economics
Université catholique de l'Ouest 2011 — 2011
French Language and Literature
Thomas Jefferson High School for Science and Technology 2004 — 2008
American Express July 2015 - Present
NBCUniversal, Inc. December 2012 - July 2015
NBCUniversal, Inc. September 2012 - December 2012
Department of Economics, University of Notre Dame June 2011 - May 2012
AXA Advisors June 2009 - August 2009
Skills
Stata, Econometrics, Media Research, Market Research, Microsoft Excel, PowerPoint, Economic Research, Data Analysis, Regression Analysis, Data Mining, Social Media, Access, Microsoft Word
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Economics
Université catholique de l'Ouest 2011 — 2011
French Language and Literature
Thomas Jefferson High School for Science and Technology 2004 — 2008
Marisa Swanson Marisa Swanson's AXA Advisors Experience April 2002 - December 2002
Job REALTOR®, CNE® at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. June 2015 - Present
Realty Force Round Rock November 2014 - June 2015
Marathon Real Estate Inc. September 2013 - November 2014
PageSoutherlandPage January 2004 - August 2013
Dell April 2003 - September 2003
AXA Advisors April 2002 - December 2002
Skills
Adobe Creative Suite, Microsoft Office, Deltek, Proposal Writing, Project Planning, Management, Financial Analysis, Marketing, Personal Finance, Adobe Acrobat, Accounting, Finance, Sales, Real Estate, Real Estate Investor, Real Estate License, Investment Properties, Construction Management, Contract Negotiation, Customer Service, Residential Homes, Project Management, Construction, Real Estate Transactions
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance, General
Elkins High School 1993 — 1997
Keller Williams Realty, Inc. June 2015 - Present
Realty Force Round Rock November 2014 - June 2015
Marathon Real Estate Inc. September 2013 - November 2014
PageSoutherlandPage January 2004 - August 2013
Dell April 2003 - September 2003
AXA Advisors April 2002 - December 2002
Skills
Adobe Creative Suite, Microsoft Office, Deltek, Proposal Writing, Project Planning, Management, Financial Analysis, Marketing, Personal Finance, Adobe Acrobat, Accounting, Finance, Sales, Real Estate, Real Estate Investor, Real Estate License, Investment Properties, Construction Management, Contract Negotiation, Customer Service, Residential Homes, Project Management, Construction, Real Estate Transactions
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance, General
Elkins High School 1993 — 1997
Gloria Barbier Gloria Barbier's AXA Advisors Experience 2009 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2009 - Present
Camillus House April 2006 - June 2009
World Vision September 2004 - March 2006
UNICEF February 1996 - April 2002
Skills
Wealth Management, Insurance planning or..., Business Succession..., Client Education, Tax-efficient Investing..., Estate Conservation...
Education
Universidad del Rosario
Bachelor's degree, Economics
University of Los Andes
Master of Business Administration (MBA)
University of St. Thomas
Master's degree, International Management
Kellogg School of Business
Certificate in Marketing, Marketing
AXA Institute at Harvard
Wealth Management Strategies, Wealth Management
AXA Advisors 2009 - Present
Camillus House April 2006 - June 2009
World Vision September 2004 - March 2006
UNICEF February 1996 - April 2002
Skills
Wealth Management, Insurance planning or..., Business Succession..., Client Education, Tax-efficient Investing..., Estate Conservation...
Education
Universidad del Rosario
Bachelor's degree, Economics
University of Los Andes
Master of Business Administration (MBA)
University of St. Thomas
Master's degree, International Management
Kellogg School of Business
Certificate in Marketing, Marketing
AXA Institute at Harvard
Wealth Management Strategies, Wealth Management
Adriana Blanco Márquez Adriana Blanco Márquez's AXA Advisors Experience February 2015 - May 2015
Job Associate Examiner
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Banco Popular de Puerto Rico May 2015 - July 2015
AXA Advisors February 2015 - May 2015
FMA UPRB Chapter August 2014 - May 2015
Roma Limited December 2012 - September 2014
Skills
Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Team Leadership, Financial Analysis, Sales, Accounting, Microsoft Word, Social Media, Time Management, Spanish, Leadership, Analysis, Microsoft Excel, Access, Finance, Inventory Management, Retail
Education
Universidad de Puerto Rico 2010 — 2015
Bachelor of Business Administration (BBA), Finance
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Banco Popular de Puerto Rico May 2015 - July 2015
AXA Advisors February 2015 - May 2015
FMA UPRB Chapter August 2014 - May 2015
Roma Limited December 2012 - September 2014
Skills
Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Team Leadership, Financial Analysis, Sales, Accounting, Microsoft Word, Social Media, Time Management, Spanish, Leadership, Analysis, Microsoft Excel, Access, Finance, Inventory Management, Retail
Education
Universidad de Puerto Rico 2010 — 2015
Bachelor of Business Administration (BBA), Finance
Nicolas de Elia Nicolas de Elia's AXA Advisors Experience January 2006 - December 2007
Job Senior Sales Executive at Systemax Technical Services, Inc
Industry Machinery
Experience
Systemax Technical Services, Inc September 2015 - Present
KEANE March 2014 - April 2015
LINK Shareholder Services July 2010 - March 2014
Laurel Hill Advisory Group September 2008 - July 2010
Systemax Technical Services, Inc December 2007 - September 2008
AXA Advisors January 2006 - December 2007
Skills
Financial Services, Relationship Management, Sales, Mergers & Acquisitions, Investor Relations, Call Centers, Team Leadership, Risk Management, Securities, Customer Service, Employee Training, Management, Strategic Planning, Finance, Investments, Mutual Funds, Cold Calling, Microsoft Office, Team Management, New Hire Training, Assets Recovery, Escheatment, Negotiation, New Hire Orientations
Education
State University of New York at Albany 2001 — 2005
Bachelor's degree
Systemax Technical Services, Inc September 2015 - Present
KEANE March 2014 - April 2015
LINK Shareholder Services July 2010 - March 2014
Laurel Hill Advisory Group September 2008 - July 2010
Systemax Technical Services, Inc December 2007 - September 2008
AXA Advisors January 2006 - December 2007
Skills
Financial Services, Relationship Management, Sales, Mergers & Acquisitions, Investor Relations, Call Centers, Team Leadership, Risk Management, Securities, Customer Service, Employee Training, Management, Strategic Planning, Finance, Investments, Mutual Funds, Cold Calling, Microsoft Office, Team Management, New Hire Training, Assets Recovery, Escheatment, Negotiation, New Hire Orientations
Education
State University of New York at Albany 2001 — 2005
Bachelor's degree
JewelLee Studley JewelLee Studley's AXA Advisors Experience November 2012 - November 2013
Job Credit Analyst
Industry Financial Services
Experience
United Auto Credit Corporation November 2013 - Present
AXA Advisors November 2012 - November 2013
First Investors June 2012 - September 2012
Skills
Logical Thinker, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Oral & Written..., Eagerness to Learn, Learn New Software..., Matlab, Data Entry, Close Attention to..., Financial Modeling, Highly detail oriented, Finance, Teamwork, Time Management, Telephone Skills, Critical Thinking, Spreadsheets, Troubleshooting, Research, Access, Financial Services, Wealth Management, Interpersonal..., Retirement Planning, Online Research, Outlook, Credit, Credit Analysis, Relationship Management, Risk Management, Microsoft Office 2007, Mutual Funds, Strategic Financial..., Loans, Customer Satisfaction, Asset Allocation
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Actuarial and Mathematical Sciences
United Auto Credit Corporation November 2013 - Present
AXA Advisors November 2012 - November 2013
First Investors June 2012 - September 2012
Skills
Logical Thinker, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Oral & Written..., Eagerness to Learn, Learn New Software..., Matlab, Data Entry, Close Attention to..., Financial Modeling, Highly detail oriented, Finance, Teamwork, Time Management, Telephone Skills, Critical Thinking, Spreadsheets, Troubleshooting, Research, Access, Financial Services, Wealth Management, Interpersonal..., Retirement Planning, Online Research, Outlook, Credit, Credit Analysis, Relationship Management, Risk Management, Microsoft Office 2007, Mutual Funds, Strategic Financial..., Loans, Customer Satisfaction, Asset Allocation
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Actuarial and Mathematical Sciences
Derek Rodda Derek Rodda's AXA Advisors Experience September 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
KeyBank May 2014 - August 2014
Paris Art Label Co., Inc. June 2008 - December 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, Teamwork, Social Networking, Economics, Italian, Sports
Education
State University of New York at Albany 2011 — 2015
Bachelor of Arts (B.A.), Economics
Università Cattolica del Sacro Cuore 2014 — 2014
Study Abroad, International Business/Trade/Commerce
AXA Advisors September 2015 - Present
KeyBank May 2014 - August 2014
Paris Art Label Co., Inc. June 2008 - December 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, Teamwork, Social Networking, Economics, Italian, Sports
Education
State University of New York at Albany 2011 — 2015
Bachelor of Arts (B.A.), Economics
Università Cattolica del Sacro Cuore 2014 — 2014
Study Abroad, International Business/Trade/Commerce
Jeff Davidson Jeff Davidson's AXA Advisors Experience 2003 - Present
Job Senior Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2003 - Present
Camp Gladiator January 2009 - January 2009
Flameboyant Creative Design January 2001 - December 2002
Skills
Retirement Planning, Strategic Planning
Education
The University of Texas at Austin
AXA Advisors 2003 - Present
Camp Gladiator January 2009 - January 2009
Flameboyant Creative Design January 2001 - December 2002
Skills
Retirement Planning, Strategic Planning
Education
The University of Texas at Austin
Jenna (Krewson) White's AXA Advisors Experience February 2010 - August 2010
Job Explorer. Idealist. Wordsmith. Foodist.
Industry Writing and Editing
Experience
Edible Houston June 2015 - Present
Revival Market May 2015 - Present
Kimberly Park Communications January 2015 - Present
Recipe for Success Foundation December 2012 - January 2015
Sponsors for Educational Opportunity November 2010 - June 2013
Mature Texan Magazine March 2010 - August 2010
AXA Advisors February 2010 - August 2010
Sally White & Associates September 2009 - February 2010
VOX Magazine January 2009 - May 2009
MyMissourian.com August 2008 - December 2008
Skills
Editing, Blogging, Newsletters, Social Media, Nonprofits, Proofreading, Event Planning, Digital Media, Content Management, Press Releases, Public Relations, Social Media Marketing, Online Research, Media Relations, Digital Photography, Strategic Partnerships, Resume Writing, Career Development..., Spanish, Case Managment, Program Development, Educational Workshops, Youth Development, Student Engagement, Academic Support...
Education
University of Missouri-Columbia 2005 — 2009
B.J., Journalism
Universitat d'Alacant 2008 — 2008
Spanish
Edible Houston June 2015 - Present
Revival Market May 2015 - Present
Kimberly Park Communications January 2015 - Present
Recipe for Success Foundation December 2012 - January 2015
Sponsors for Educational Opportunity November 2010 - June 2013
Mature Texan Magazine March 2010 - August 2010
AXA Advisors February 2010 - August 2010
Sally White & Associates September 2009 - February 2010
VOX Magazine January 2009 - May 2009
MyMissourian.com August 2008 - December 2008
Skills
Editing, Blogging, Newsletters, Social Media, Nonprofits, Proofreading, Event Planning, Digital Media, Content Management, Press Releases, Public Relations, Social Media Marketing, Online Research, Media Relations, Digital Photography, Strategic Partnerships, Resume Writing, Career Development..., Spanish, Case Managment, Program Development, Educational Workshops, Youth Development, Student Engagement, Academic Support...
Education
University of Missouri-Columbia 2005 — 2009
B.J., Journalism
Universitat d'Alacant 2008 — 2008
Spanish
Gloria L. Borgstadt, BBA, SHRM-CP's AXA Advisors Experience 2000 - 2003
Job HR & Benefits CSS IV at ADP
Industry Human Resources
Experience
ADP May 2015 - Present
ADP July 2014 - May 2015
ADP December 2013 - July 2014
ADP October 2012 - December 2013
Axway March 2011 - August 2012
ITC Manufacturing 2007 - March 2011
American Consulate CDJ 2006 - 2007
Gaspar de Alba Financial Services 2003 - 2006
AXA Advisors 2000 - 2003
Skills
Employee Relations, Bilingual-Spanish, Technical Recruiting, College Recruiting, Employee Benefits, EEOC, FMLA, ADEA, FLSA, I-9 Compliance, Payroll Processing, ADP HRB, ADP Payroll, Ceridian Payroll System, Benefits Management, Recruiting, Immigration Law, Applicant Tracking..., Talent Acquisition, Onboarding, HRIS, Temporary Staffing, Payroll, Human Resources, Personnel Management, Deferred Compensation, HR Policies, Employee Handbooks, Job Descriptions, Internet Recruiting, Temporary Placement, Workforce Planning, Benefits Administration, PeopleSoft, Compensation & Benefit, New Hire Orientations, Talent Management, Taleo, Labor Relations, Succession Planning, Interviews, Employment Law, Performance Appraisal, Employee Engagement, Training, Performance Management, Integration, Customer Service, Management, Employee Training
Education
The University of Texas at El Paso 1999 — 2005
Bachelor of Business Administration, Human Resource Management
ADP May 2015 - Present
ADP July 2014 - May 2015
ADP December 2013 - July 2014
ADP October 2012 - December 2013
Axway March 2011 - August 2012
ITC Manufacturing 2007 - March 2011
American Consulate CDJ 2006 - 2007
Gaspar de Alba Financial Services 2003 - 2006
AXA Advisors 2000 - 2003
Skills
Employee Relations, Bilingual-Spanish, Technical Recruiting, College Recruiting, Employee Benefits, EEOC, FMLA, ADEA, FLSA, I-9 Compliance, Payroll Processing, ADP HRB, ADP Payroll, Ceridian Payroll System, Benefits Management, Recruiting, Immigration Law, Applicant Tracking..., Talent Acquisition, Onboarding, HRIS, Temporary Staffing, Payroll, Human Resources, Personnel Management, Deferred Compensation, HR Policies, Employee Handbooks, Job Descriptions, Internet Recruiting, Temporary Placement, Workforce Planning, Benefits Administration, PeopleSoft, Compensation & Benefit, New Hire Orientations, Talent Management, Taleo, Labor Relations, Succession Planning, Interviews, Employment Law, Performance Appraisal, Employee Engagement, Training, Performance Management, Integration, Customer Service, Management, Employee Training
Education
The University of Texas at El Paso 1999 — 2005
Bachelor of Business Administration, Human Resource Management
Dawn Ornelas's AXA Advisors Experience 2007 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
AXA Advisors 2007 - 2015
AXA Advisors 2005 - 2007
Personal Sabbatical 2004 - 2005
A I M Investments 2000 - 2004
Skills
Team Management, Reporting & Analysis, Leadership, Mutual Funds, Series 7, Retirement Planning, Training & Development, Business Process..., Fixed Annuities, Securities, Insurance, Financial Services, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Analysis, Asset Management, Disability Insurance, Long-term Care, Variable Annuities, Curriculum Development, Business Development, Series 6, Process Management, Management
Education
University of North Carolina at Greensboro
BA, Political Science
Universidad Complutense de Madrid
Semester Abroad, Spanish Language and Culture
University of Maryland
Torrejon AFB, Spain Campus, History & Spanish Language and Culture
Kaiserslautern American High School - Kaiserslautern Germany
AXA Advisors 2007 - 2015
AXA Advisors 2005 - 2007
Personal Sabbatical 2004 - 2005
A I M Investments 2000 - 2004
Skills
Team Management, Reporting & Analysis, Leadership, Mutual Funds, Series 7, Retirement Planning, Training & Development, Business Process..., Fixed Annuities, Securities, Insurance, Financial Services, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Analysis, Asset Management, Disability Insurance, Long-term Care, Variable Annuities, Curriculum Development, Business Development, Series 6, Process Management, Management
Education
University of North Carolina at Greensboro
BA, Political Science
Universidad Complutense de Madrid
Semester Abroad, Spanish Language and Culture
University of Maryland
Torrejon AFB, Spain Campus, History & Spanish Language and Culture
Kaiserslautern American High School - Kaiserslautern Germany
Andrew Nassery Andrew Nassery's AXA Advisors Experience February 2012 - September 2013
Job Senior Account Executive at BloomNation
Industry Internet
Experience
BloomNation January 2015 - Present
BloomNation January 2014 - Present
AXA Advisors February 2012 - September 2013
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Wealth Management, Finance, Social Media Marketing, Portfolio Management, Financial Modeling, Social Media
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Economics
Investment Banking Institute 2013 — 2013
Comprehensive Financial Modeling and Valuation Course, Investment Banking
Universitat Autònoma de Barcelona 2011 — 2011
International Business and Finance
BloomNation January 2015 - Present
BloomNation January 2014 - Present
AXA Advisors February 2012 - September 2013
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Wealth Management, Finance, Social Media Marketing, Portfolio Management, Financial Modeling, Social Media
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Economics
Investment Banking Institute 2013 — 2013
Comprehensive Financial Modeling and Valuation Course, Investment Banking
Universitat Autònoma de Barcelona 2011 — 2011
International Business and Finance
Conor Swanson Conor Swanson's AXA Advisors Experience August 2013 - April 2015
Job Financial Advisor at ABMM Financial
Industry Financial Services
Experience
ABMM Financial May 2015 - Present
AXA Advisors August 2013 - April 2015
Longhorn Swim Camp May 2010 - July 2010
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
ABMM Financial May 2015 - Present
AXA Advisors August 2013 - April 2015
Longhorn Swim Camp May 2010 - July 2010
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ruiwen Zha Ruiwen Zha's AXA Advisors Experience October 2011 - December 2011
Job Real Estate Analyst at GenCap Partners,LP
Industry Real Estate
Experience
GenCap Partners,Inc July 2012 - Present
AXA Advisors October 2011 - December 2011
Chartwells August 2011 - September 2011
Bank of China February 2010 - March 2010
Skills
Accounting, Finance, Analysis, Microsoft Excel, Financial Analysis, Investments, Data Analysis, English, Capital IQ, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Budgets, Teamwork, Research, Auditing, Real Estate Financing, Real Estate Market..., Refinance, DCF Valuation, Multifamily
Education
The University of Texas at Dallas 2010 — 2012
Master of Science (M.S.), Finance, General, 3.89
Tianjin University of Commerce 2006 — 2010
Bachelor Degree, Economics, 83
GenCap Partners,Inc July 2012 - Present
AXA Advisors October 2011 - December 2011
Chartwells August 2011 - September 2011
Bank of China February 2010 - March 2010
Skills
Accounting, Finance, Analysis, Microsoft Excel, Financial Analysis, Investments, Data Analysis, English, Capital IQ, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Budgets, Teamwork, Research, Auditing, Real Estate Financing, Real Estate Market..., Refinance, DCF Valuation, Multifamily
Education
The University of Texas at Dallas 2010 — 2012
Master of Science (M.S.), Finance, General, 3.89
Tianjin University of Commerce 2006 — 2010
Bachelor Degree, Economics, 83
Chris Vazquez's AXA Advisors Experience June 2011 - October 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
AXA Advisors June 2011 - October 2012
Merrill Lynch January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Investments, Insurance, Securities, Financial Analysis, Fixed Annuities, FINRA, Financial Modeling, Analysis, Series 7, Microsoft Office, Data Analysis, Series 63, Accounting, Wealth Management, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies
Education
Union College 2007 — 2011
Bachelor, Managerial Economics
Bergen Catholic High School 2003 — 2007
High School Diploma
BlackRock January 2013 - Present
AXA Advisors June 2011 - October 2012
Merrill Lynch January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Investments, Insurance, Securities, Financial Analysis, Fixed Annuities, FINRA, Financial Modeling, Analysis, Series 7, Microsoft Office, Data Analysis, Series 63, Accounting, Wealth Management, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies
Education
Union College 2007 — 2011
Bachelor, Managerial Economics
Bergen Catholic High School 2003 — 2007
High School Diploma
Zachary Bird's AXA Advisors Experience May 2012 - May 2013
Job Sales at SpareFoot
Industry Internet
Experience
LawnStarter FounderBirdBriefs.comJune 2014 - Present
SpareFoot May 2013 - May 2015
AXA Advisors May 2012 - May 2013
Pecan Street Insurance April 2011 - May 2012
Skills
Sales, Leadership, Social Media Marketing, Small Business, Financial Analysis, Social Media, Executive Benefit..., Estate Planning, Retirement Planning, Wealth Management, Insurance, Finance, Strategic Financial..., Risk Management, Asset Allocation, Investments, Financial Services, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Financial Planners, Securities, Investment Advisory, Series 63, Putting Out Fires, Financial Planning, Estate Planning..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401k Distribution...
Education
The University of Texas at Austin 2007 — 2012
BA, Economics with a Minor in Mathematics, 3.2
JJ Pearce
LawnStarter FounderBirdBriefs.comJune 2014 - Present
SpareFoot May 2013 - May 2015
AXA Advisors May 2012 - May 2013
Pecan Street Insurance April 2011 - May 2012
Skills
Sales, Leadership, Social Media Marketing, Small Business, Financial Analysis, Social Media, Executive Benefit..., Estate Planning, Retirement Planning, Wealth Management, Insurance, Finance, Strategic Financial..., Risk Management, Asset Allocation, Investments, Financial Services, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Financial Planners, Securities, Investment Advisory, Series 63, Putting Out Fires, Financial Planning, Estate Planning..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401k Distribution...
Education
The University of Texas at Austin 2007 — 2012
BA, Economics with a Minor in Mathematics, 3.2
JJ Pearce
Elliot Altman Elliot Altman's AXA Advisors Experience January 2006 - Present
Job Retirement Benefits Specialist and Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors January 2006 - Present
Massachusetts Mutual Life Insurance Company June 2004 - August 2004
Investment Property Advisors, LLC September 2001 - December 2001
Skills
Financial Planning..., Retirement Planning..., Financial Needs Analysis, Wealth Management Plans, Portfolio Management, Risk Management..., Investment Programs
Education
University at Albany, SUNY
Bachelor of Science in Finance and Economics
AXA Advisors January 2006 - Present
Massachusetts Mutual Life Insurance Company June 2004 - August 2004
Investment Property Advisors, LLC September 2001 - December 2001
Skills
Financial Planning..., Retirement Planning..., Financial Needs Analysis, Wealth Management Plans, Portfolio Management, Risk Management..., Investment Programs
Education
University at Albany, SUNY
Bachelor of Science in Finance and Economics
Derek Platt's AXA Advisors Experience June 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
GeoSouthern Energy Corporation May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Time Management, Public Speaking, English, Team Building, Research, SAP, Microsoft, FactSet, Windows, Adobe Photoshop
Education
Trinity University 2011 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
Trinity University 2011 — 2014
Bachelor of Arts (B.A.), Economics, Business Concentration
AXA Advisors June 2015 - Present
GeoSouthern Energy Corporation May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Time Management, Public Speaking, English, Team Building, Research, SAP, Microsoft, FactSet, Windows, Adobe Photoshop
Education
Trinity University 2011 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
Trinity University 2011 — 2014
Bachelor of Arts (B.A.), Economics, Business Concentration
Colby Hunt Colby Hunt's AXA Advisors Experience September 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Skills
Retirement Planning, Finance, Money Management, Pension Systems, Financial Analysis, Microsoft Word, Time Management, Access, Teamwork
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance, General
AXA Advisors September 2014 - Present
Skills
Retirement Planning, Finance, Money Management, Pension Systems, Financial Analysis, Microsoft Word, Time Management, Access, Teamwork
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance, General
Michelle DiBenedetto's AXA Advisors Experience July 2014 - February 2015
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
AXA Advisors July 2014 - February 2015
Wyndham Vacation Ownership 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Access, Budgets, Data Analysis, Accounting, Financial Analysis, Insurance
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Finance & Management
Fidelity Investments March 2015 - Present
AXA Advisors July 2014 - February 2015
Wyndham Vacation Ownership 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Access, Budgets, Data Analysis, Accounting, Financial Analysis, Insurance
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Finance & Management
Nina Zacek Nina Zacek's AXA Advisors Experience January 2007 - May 2007
Job Yellow 108
Industry Marketing and Advertising
Experience
Yellow 108 December 2014 - Present
Whole Foods Market January 2013 - December 2014
Wanderlust Festival March 2012 - February 2013
Marc Jacobs September 2011 - November 2011
Hotel Saint Cecilia August 2009 - August 2011
Railroad Revival Tour, Marfa March 2011 - April 2011
C3 Presents February 2010 - October 2010
Senate Research Center January 2009 - August 2009
Barton Creek Resort & Spa April 2006 - June 2009
AXA Advisors January 2007 - May 2007
Skills
Social Media, Music, Social Media Marketing, Event Management, Hotels, Leadership, Hospitality, Budgets, Sales, Cooperation, Management, Marketing, Time Management, High Organizational..., Event Planning
Education
The University of Texas at Austin 2004 — 2008
B.A., Economics
Yellow 108 December 2014 - Present
Whole Foods Market January 2013 - December 2014
Wanderlust Festival March 2012 - February 2013
Marc Jacobs September 2011 - November 2011
Hotel Saint Cecilia August 2009 - August 2011
Railroad Revival Tour, Marfa March 2011 - April 2011
C3 Presents February 2010 - October 2010
Senate Research Center January 2009 - August 2009
Barton Creek Resort & Spa April 2006 - June 2009
AXA Advisors January 2007 - May 2007
Skills
Social Media, Music, Social Media Marketing, Event Management, Hotels, Leadership, Hospitality, Budgets, Sales, Cooperation, Management, Marketing, Time Management, High Organizational..., Event Planning
Education
The University of Texas at Austin 2004 — 2008
B.A., Economics
Joaquin Peruchet Joaquin Peruchet's AXA Advisors Experience December 2014 - Present
Job Partner at Licor Peruchet, Inc
Industry Investment Management
Experience
AXA Advisors December 2014 - Present
Planet Films LLC February 2014 - Present
Licor Perchet, Inc September 2012 - Present
SPectrum Financial Network March 2012 - December 2014
Planet Films LLC January 2014 - September 2014
Puerto Rico Planning Board June 2011 - January 2012
PE Enterprises October 2003 - July 2011
Organización para el Desarrollo Económico de San Juan January 1998 - December 2001
Skills
Spanish, Strategic Planning, Corporate Finance, Risk Management, Business Strategy, Financial Markets, Financial Modeling, Portfolio Management, Valuation, Derivatives, Banking, Trading, English, Equities, Investment Banking, Asset Management, Team Building, Excel, Private Equity, Customer Relations, Hedge Funds, Renewable Energy, Restructuring, Financial Risk, Finance, Due Diligence, Economics, Microsoft Excel, Strategic Financial..., Investments, Financial Analysis, Capital Markets, Financial Structuring, Financial Advisory, Structured Finance, Asset Allocation, Mergers & Acquisitions, Customer Service, Alternative Investments, Structured Products, Bloomberg, Asset Managment, Options, Fixed Income, Mutual Funds, Project Planning, Securities, Management, Investment Management, Fund Of Funds
Education
Universidad Complutense de Madrid 2012 — 2015
Master's Degree, Financial and Financial Economics
Instituto de Estudios Bursátiles de Madrid (IEB) 2010 — 2011
Master's Degree, Finance and Banking
Universidad del Sagrado Corazón 1999 — 2003
BBA, Insurance and Finance
Universidad de Puerto Rico 1995 — 1999
BA, Economics
AXA Advisors December 2014 - Present
Planet Films LLC February 2014 - Present
Licor Perchet, Inc September 2012 - Present
SPectrum Financial Network March 2012 - December 2014
Planet Films LLC January 2014 - September 2014
Puerto Rico Planning Board June 2011 - January 2012
PE Enterprises October 2003 - July 2011
Organización para el Desarrollo Económico de San Juan January 1998 - December 2001
Skills
Spanish, Strategic Planning, Corporate Finance, Risk Management, Business Strategy, Financial Markets, Financial Modeling, Portfolio Management, Valuation, Derivatives, Banking, Trading, English, Equities, Investment Banking, Asset Management, Team Building, Excel, Private Equity, Customer Relations, Hedge Funds, Renewable Energy, Restructuring, Financial Risk, Finance, Due Diligence, Economics, Microsoft Excel, Strategic Financial..., Investments, Financial Analysis, Capital Markets, Financial Structuring, Financial Advisory, Structured Finance, Asset Allocation, Mergers & Acquisitions, Customer Service, Alternative Investments, Structured Products, Bloomberg, Asset Managment, Options, Fixed Income, Mutual Funds, Project Planning, Securities, Management, Investment Management, Fund Of Funds
Education
Universidad Complutense de Madrid 2012 — 2015
Master's Degree, Financial and Financial Economics
Instituto de Estudios Bursátiles de Madrid (IEB) 2010 — 2011
Master's Degree, Finance and Banking
Universidad del Sagrado Corazón 1999 — 2003
BBA, Insurance and Finance
Universidad de Puerto Rico 1995 — 1999
BA, Economics
Bryson Hearne Bryson Hearne's AXA Advisors Experience February 2015 - May 2015
Job Financial Advisor Intern at AXA Advisors
Industry Financial Services
Experience
Camp Gladiator June 2015 - July 2015
AXA Advisors February 2015 - May 2015
Skills
International Business, Spanish, Microsoft Excel, Microsoft Access, Public Speaking, Microsoft Word, Customer Service, Microsoft Office, Operations Management, Time Management, Finance, Market Research, Investments
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Universidad de 'San Andrés' 2014 — 2014
Tom C. Clark High School 2009 — 2013
Camp Gladiator June 2015 - July 2015
AXA Advisors February 2015 - May 2015
Skills
International Business, Spanish, Microsoft Excel, Microsoft Access, Public Speaking, Microsoft Word, Customer Service, Microsoft Office, Operations Management, Time Management, Finance, Market Research, Investments
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Universidad de 'San Andrés' 2014 — 2014
Tom C. Clark High School 2009 — 2013
Devyn Jeffereis Devyn Jeffereis's AXA Advisors Experience January 2014 - March 2014
Job Operations Administrator
Industry Financial Services
Experience
Point72 Asset Management December 2014 - Present
AXA Advisors January 2014 - March 2014
Swiss Reinsurance June 2012 - August 2012
Wells Fargo Financial Advisors – Metro North Market June 2011 - August 2011
Skills
Finance, Investments, Portfolio Management, Business Planning, Competitive Analysis, Recruiting, Project Planning, Investment Strategies, Financial Advisory, Retirement, Financial Analysis, Microsoft Excel
Education
Union College 2010 — 2014
Bachelor's Degree, Economics
Point72 Asset Management December 2014 - Present
AXA Advisors January 2014 - March 2014
Swiss Reinsurance June 2012 - August 2012
Wells Fargo Financial Advisors – Metro North Market June 2011 - August 2011
Skills
Finance, Investments, Portfolio Management, Business Planning, Competitive Analysis, Recruiting, Project Planning, Investment Strategies, Financial Advisory, Retirement, Financial Analysis, Microsoft Excel
Education
Union College 2010 — 2014
Bachelor's Degree, Economics
Kim Habimana, RGCP Kim Habimana, RGCP's AXA Advisors Experience April 2015 - Present
Job
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Global Trading Zone, LLC September 2014 - Present
First Investors July 2014 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. 2010 - 2012
Merrill Lynch January 2008 - December 2009
Merrill Lynch 2008 - 2008
Skills
Stock Trading, Futures Trading, Accounting, Financial Analysis, Accounts Receivable, General Ledger, Mergers & Acquisitions, Credit Analysis, French, English, Management Accounting, Managerial Accounting, Financial Statement..., QuickBooks, Accounts Payable, Global Currency Exchange, SAP, Trade Finance, Financial Markets, Equities, Forex Trading, ETFs Trading, Bitcoin, Account Reconciliation, Auditing, Credit, Customer Service, Finance, Forecasting, Management, Portfolio Management, Risk Management, Strategy
Education
University of the Southwest 2014 — 2015
Master of Business Administration (MBA), Finance (On going)
Thunderbird School of Global Management 2012 — 2013
Advanced Certificate in Global Finance
University of Phoenix 2005 — 2009
Bachelor of Science Degree, Business and Information Systems
AXA Advisors April 2015 - Present
Global Trading Zone, LLC September 2014 - Present
First Investors July 2014 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. 2010 - 2012
Merrill Lynch January 2008 - December 2009
Merrill Lynch 2008 - 2008
Skills
Stock Trading, Futures Trading, Accounting, Financial Analysis, Accounts Receivable, General Ledger, Mergers & Acquisitions, Credit Analysis, French, English, Management Accounting, Managerial Accounting, Financial Statement..., QuickBooks, Accounts Payable, Global Currency Exchange, SAP, Trade Finance, Financial Markets, Equities, Forex Trading, ETFs Trading, Bitcoin, Account Reconciliation, Auditing, Credit, Customer Service, Finance, Forecasting, Management, Portfolio Management, Risk Management, Strategy
Education
University of the Southwest 2014 — 2015
Master of Business Administration (MBA), Finance (On going)
Thunderbird School of Global Management 2012 — 2013
Advanced Certificate in Global Finance
University of Phoenix 2005 — 2009
Bachelor of Science Degree, Business and Information Systems
Adam Siebzener Adam Siebzener's AXA Advisors Experience January 2011 - August 2011
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Davis Graber Plotzker & Ward July 2012 - December 2014
Armel Tax & Accounting Services LLC January 2012 - July 2012
AXA Advisors January 2011 - August 2011
Jewish Board of Family and Children Services May 2010 - January 2011
Skills
Tax Accounting, Tax Preparation, Accounting, Tax, Teamwork, QuickBooks, Microsoft Excel, Microsoft Office, proseries, Tax Returns, Databases, Financial Reporting, Bookkeeping, Lacerte, Auditing, Checkpoint, Outlook, Microsoft Word, Caseware, Pdf
Education
Touro College 2009 — 2012
Bachelor of Science, Accounting/CPA Track
McGladrey December 2014 - Present
Davis Graber Plotzker & Ward July 2012 - December 2014
Armel Tax & Accounting Services LLC January 2012 - July 2012
AXA Advisors January 2011 - August 2011
Jewish Board of Family and Children Services May 2010 - January 2011
Skills
Tax Accounting, Tax Preparation, Accounting, Tax, Teamwork, QuickBooks, Microsoft Excel, Microsoft Office, proseries, Tax Returns, Databases, Financial Reporting, Bookkeeping, Lacerte, Auditing, Checkpoint, Outlook, Microsoft Word, Caseware, Pdf
Education
Touro College 2009 — 2012
Bachelor of Science, Accounting/CPA Track
Corey Tomasek Corey Tomasek's AXA Advisors Experience May 2009 - August 2009
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
FINRA April 2011 - July 2013
TD Ameritrade January 2010 - April 2011
AXA Advisors May 2009 - August 2009
Education
Truman State University 2005 — 2009
Business Administration, Finance
Edward Jones July 2013 - Present
FINRA April 2011 - July 2013
TD Ameritrade January 2010 - April 2011
AXA Advisors May 2009 - August 2009
Education
Truman State University 2005 — 2009
Business Administration, Finance
Samuel Kenyon's AXA Advisors Experience November 2011 - August 2012
Job Institutional Equity Sales at OTR Global
Industry Capital Markets
Experience
Sidoti & Company, LLC January 2013 - November 2014
AXA Advisors November 2011 - August 2012
The Madison Square Garden Company June 2010 - August 2010
Realty Resource Connection January 2010 - March 2010
Chubb Insurance June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Institutional Sales, Excel, Microsoft Word, Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Union College 2007 — 2011
Bachelor of Arts, Managerial Economics
Summit High School 2003 — 2007
Sidoti & Company, LLC January 2013 - November 2014
AXA Advisors November 2011 - August 2012
The Madison Square Garden Company June 2010 - August 2010
Realty Resource Connection January 2010 - March 2010
Chubb Insurance June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Institutional Sales, Excel, Microsoft Word, Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Union College 2007 — 2011
Bachelor of Arts, Managerial Economics
Summit High School 2003 — 2007
Evan Niu, CFA Evan Niu, CFA's AXA Advisors Experience September 2007 - December 2007
Job Senior Technology Specialist at The Motley Fool
Industry Financial Services
Experience
The Motley Fool June 2014 - Present
The Motley Fool August 2013 - May 2014
The Motley Fool July 2011 - August 2013
Charles Schwab February 2008 - July 2011
AXA Advisors September 2007 - December 2007
Skills
Investments, Valuation, Trading, Finance, Options, Risk Management, Series 7, Analysis, Leadership, Business Strategy, Economics, Sales, Equities, Portfolio Management, FINRA, Financial Modeling, Securities
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics
The Motley Fool June 2014 - Present
The Motley Fool August 2013 - May 2014
The Motley Fool July 2011 - August 2013
Charles Schwab February 2008 - July 2011
AXA Advisors September 2007 - December 2007
Skills
Investments, Valuation, Trading, Finance, Options, Risk Management, Series 7, Analysis, Leadership, Business Strategy, Economics, Sales, Equities, Portfolio Management, FINRA, Financial Modeling, Securities
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics
Omar Saucedo Omar Saucedo's AXA Advisors Experience May 2008 - June 2009
Job Labor Analyst at HHS Hospital Housekeeping Systems
Industry Nonprofit Organization Management
Experience
HHS - Hospital Housekeeping Systems August 2014 - Present
Apple May 2013 - Present
AMD December 2012 - May 2013
AMD December 2011 - December 2012
Peace Corps June 2009 - September 2011
AXA Advisors May 2008 - June 2009
University of Texas at Austin - College of Liberal Arts February 2005 - May 2008
Walgreen's May 2007 - August 2007
Skills
Small Business..., Youth Development, Customer Relations, Small Business, Six Sigma, Budgets, Customer Service, Marketing, Cross-functional Team..., Strategic Planning, Process Improvement, Finance, Business Planning
Education
The University of Texas at Austin 2004 — 2008
BA, Economics
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Marketing
Universidad Pontificia Comillas 2007 — 2007
Certification, Economics
HHS - Hospital Housekeeping Systems August 2014 - Present
Apple May 2013 - Present
AMD December 2012 - May 2013
AMD December 2011 - December 2012
Peace Corps June 2009 - September 2011
AXA Advisors May 2008 - June 2009
University of Texas at Austin - College of Liberal Arts February 2005 - May 2008
Walgreen's May 2007 - August 2007
Skills
Small Business..., Youth Development, Customer Relations, Small Business, Six Sigma, Budgets, Customer Service, Marketing, Cross-functional Team..., Strategic Planning, Process Improvement, Finance, Business Planning
Education
The University of Texas at Austin 2004 — 2008
BA, Economics
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Marketing
Universidad Pontificia Comillas 2007 — 2007
Certification, Economics
Chan Hsu Chan Hsu's AXA Advisors Experience November 2007 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2007 - Present
Education
SUNY Albany 1999 — 2003
Bachelors, Financial Management
AXA Advisors November 2007 - Present
Education
SUNY Albany 1999 — 2003
Bachelors, Financial Management
Susan Montgomery's AXA Advisors Experience October 2009 - April 2011
Job Client Service Manager at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams April 2011 - Present
AXA Advisors October 2009 - April 2011
Charles Schwab January 2008 - October 2009
Education
The University of Texas at Austin
BA, Economics
Linscomb & Williams April 2011 - Present
AXA Advisors October 2009 - April 2011
Charles Schwab January 2008 - October 2009
Education
The University of Texas at Austin
BA, Economics
Richard Heard Richard Heard's AXA Advisors Experience 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
Thermo Fisher Scientific January 2012 - 2013
SCORE October 2010 - September 2012
Cardinal Health Inc. July 1998 - December 2010
VHA January 1991 - July 1998
Skills
Wealth Management, Retirement Income..., Small Business...
Education
The University of Texas School of Law
J.D.
Vanderbilt University
B.E., Mechanical Engineering
AXA Advisors 2013 - Present
Thermo Fisher Scientific January 2012 - 2013
SCORE October 2010 - September 2012
Cardinal Health Inc. July 1998 - December 2010
VHA January 1991 - July 1998
Skills
Wealth Management, Retirement Income..., Small Business...
Education
The University of Texas School of Law
J.D.
Vanderbilt University
B.E., Mechanical Engineering
Rebecca Pinckney (Horne) Rebecca Pinckney (Horne)'s AXA Advisors Experience November 2009 - August 2010
Job Associate, Ascend Capital
Industry Financial Services
Experience
Ascend Capital May 2015 - Present
TD August 2013 - April 2015
Payne Capital Management September 2012 - May 2013
J.P. Morgan June 2012 - August 2012
The Opportunity Lab January 2012 - May 2012
Barclays Capital June 2011 - August 2011
HighTower Advisors July 2010 - August 2010
AXA Advisors November 2009 - August 2010
Skills
Spanish, Leadership, Microsoft Office, Marketing, Event Management, Marketing Strategy, Event Planning, Finance, SPSS, Microsoft Excel, Economics, Photoshop, InDesign, Customer Service, Public Speaking, Economic Research, Customer Relations, Social Media Marketing, Investment Analysis, Financial Modeling, Pitch Books, S&P Capital IQ
Education
Fordham University 2009 — 2013
Bachelor of Science in Business Administration, Finance concentration, Spanish minor, Summa Cum Laude
Universitat Ramon Llull 2011 — 2011
Semester abroad, Business Administration; Spanish
CFA Institute
Passed CFA Level I
Paso Robles High School
Ascend Capital May 2015 - Present
TD August 2013 - April 2015
Payne Capital Management September 2012 - May 2013
J.P. Morgan June 2012 - August 2012
The Opportunity Lab January 2012 - May 2012
Barclays Capital June 2011 - August 2011
HighTower Advisors July 2010 - August 2010
AXA Advisors November 2009 - August 2010
Skills
Spanish, Leadership, Microsoft Office, Marketing, Event Management, Marketing Strategy, Event Planning, Finance, SPSS, Microsoft Excel, Economics, Photoshop, InDesign, Customer Service, Public Speaking, Economic Research, Customer Relations, Social Media Marketing, Investment Analysis, Financial Modeling, Pitch Books, S&P Capital IQ
Education
Fordham University 2009 — 2013
Bachelor of Science in Business Administration, Finance concentration, Spanish minor, Summa Cum Laude
Universitat Ramon Llull 2011 — 2011
Semester abroad, Business Administration; Spanish
CFA Institute
Passed CFA Level I
Paso Robles High School
Francisco Guia Francisco Guia's AXA Advisors Experience November 2002 - August 2014
Job Director BCM Partners
Industry Financial Services
Experience
BCM Partners USA September 2014 - Present
AXA Network July 1995 - Present
PhilantroGuia March 2010 - Present
AXA Advisors November 2002 - August 2014
Skills
Personal Financial..., Wealth Management, Investment Advisory..., Customer Service, Insurance Services, Retirement Planning, Estate Planning, Business Succesion..., Risk Management, Corporate Strategic and..., Charitable Gift Planning, Family Wealth..., Financial Advisory, Strategy, Portfolio Management, Business Planning, Strategic Planning, Management, Business Strategy, Finance, Financial Planning, Financial Services, Marketing Strategy, Negotiation, Insurance, Team Leadership
Education
Universidad Católica Andrés Bello
Economista
BCM Partners USA September 2014 - Present
AXA Network July 1995 - Present
PhilantroGuia March 2010 - Present
AXA Advisors November 2002 - August 2014
Skills
Personal Financial..., Wealth Management, Investment Advisory..., Customer Service, Insurance Services, Retirement Planning, Estate Planning, Business Succesion..., Risk Management, Corporate Strategic and..., Charitable Gift Planning, Family Wealth..., Financial Advisory, Strategy, Portfolio Management, Business Planning, Strategic Planning, Management, Business Strategy, Finance, Financial Planning, Financial Services, Marketing Strategy, Negotiation, Insurance, Team Leadership
Education
Universidad Católica Andrés Bello
Economista
Gonzalo Pizarro Gonzalo Pizarro's AXA Advisors Experience January 2011 - June 2012
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2014
AXA Advisors January 2011 - June 2012
The Stella Group, Ltd April 2010 - December 2010
Esound Energy December 2009 - February 2010
US Department of Energy November 2009 - November 2009
Renewable Ventures, a Fotowatio Company April 2008 - October 2009
Activa Trade January 2006 - September 2008
Rivas & Rivas March 2001 - September 2002
CIMA Consultores Asociados December 1999 - January 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget, Analysis, Budgets, Business Planning, Business Strategy, Corporate Finance, Mergers, Project Management, Strategic Planning
Education
Universidad Nacional Andrés Bello 1994 — 1999
Bachelor, Finance
Universitat de Barcelona
Master, Finance
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2014
AXA Advisors January 2011 - June 2012
The Stella Group, Ltd April 2010 - December 2010
Esound Energy December 2009 - February 2010
US Department of Energy November 2009 - November 2009
Renewable Ventures, a Fotowatio Company April 2008 - October 2009
Activa Trade January 2006 - September 2008
Rivas & Rivas March 2001 - September 2002
CIMA Consultores Asociados December 1999 - January 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget, Analysis, Budgets, Business Planning, Business Strategy, Corporate Finance, Mergers, Project Management, Strategic Planning
Education
Universidad Nacional Andrés Bello 1994 — 1999
Bachelor, Finance
Universitat de Barcelona
Master, Finance
D. Scott Fischer, CFP®'s AXA Advisors Experience May 2005 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2005 - Present
Education
The University of Texas at Dallas 2001 — 2005
BS in Finance, Minor in Economics
AXA Advisors May 2005 - Present
Education
The University of Texas at Dallas 2001 — 2005
BS in Finance, Minor in Economics
Kathy Scanlon Kathy Scanlon's AXA Advisors Experience November 2004 - August 2007
Job Financial Planner
Industry Financial Services
Experience
Bearing Financial Advisors November 2014 - Present
Pedernales Electric Cooperative June 2008 - Present
Scanlon Financial Services September 2010 - October 2014
PlanningWorks September 2007 - September 2010
AXA Advisors November 2004 - August 2007
Jardines March 2004 - September 2004
Littlefield March 2000 - January 2004
Southwest Recreational January 1995 - October 1999
Scanlon & Scanlon, CPA's June 1993 - December 1994
Medianet May 1987 - June 1993
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Insurance, Long Term Care, Estate Planning, Strategic Financial..., Asset Managment, Process Improvement
Education
The University of Texas at Austin 1973 — 1975
Accounting
The University of Texas at Austin 1973 — 1975
BBA, Accounting
Bearing Financial Advisors November 2014 - Present
Pedernales Electric Cooperative June 2008 - Present
Scanlon Financial Services September 2010 - October 2014
PlanningWorks September 2007 - September 2010
AXA Advisors November 2004 - August 2007
Jardines March 2004 - September 2004
Littlefield March 2000 - January 2004
Southwest Recreational January 1995 - October 1999
Scanlon & Scanlon, CPA's June 1993 - December 1994
Medianet May 1987 - June 1993
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Insurance, Long Term Care, Estate Planning, Strategic Financial..., Asset Managment, Process Improvement
Education
The University of Texas at Austin 1973 — 1975
Accounting
The University of Texas at Austin 1973 — 1975
BBA, Accounting
Patrick J. Tuite, J.D. Patrick J. Tuite, J.D.'s AXA Advisors Experience September 2006 - February 2009
Job Founder/ Financial Advisor at Flight Wealth Management
Industry Financial Services
Experience
Flight Wealth Management November 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
Edward Jones February 2009 - May 2011
AXA Advisors September 2006 - February 2009
San Diego Riptide Football February 2004 - October 2004
IP Worldwide May 2003 - September 2003
Skills
Executive Management, Contract Negotiation, Contract Management, Sales Management, Proposal Creation, Public Relations, Legal Research, Legal Writing, Public Speaking, Team Building, Media Liason, Marketing Strategy, Logistical Coordination, Professional Networking, Social Networking, Microsoft Office
Education
Thomas Jefferson School of Law 2001 — 2004
Juris Doctorate, Sports/Entertainment, Technology and Communications Law
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Psychology
Flight Wealth Management November 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
Edward Jones February 2009 - May 2011
AXA Advisors September 2006 - February 2009
San Diego Riptide Football February 2004 - October 2004
IP Worldwide May 2003 - September 2003
Skills
Executive Management, Contract Negotiation, Contract Management, Sales Management, Proposal Creation, Public Relations, Legal Research, Legal Writing, Public Speaking, Team Building, Media Liason, Marketing Strategy, Logistical Coordination, Professional Networking, Social Networking, Microsoft Office
Education
Thomas Jefferson School of Law 2001 — 2004
Juris Doctorate, Sports/Entertainment, Technology and Communications Law
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Psychology
Keith J. Schreiber Keith J. Schreiber's AXA Advisors Experience November 1983 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 1983 - Present
Skills
Investments, Risk Management, Retirement and Estate..., Life insurance reviews, Disability Income..., Long-Term Care Services
Education
University at Albany, SUNY 1976 — 1980
BS, Business Administration - Marketing
AXA Advisors November 1983 - Present
Skills
Investments, Risk Management, Retirement and Estate..., Life insurance reviews, Disability Income..., Long-Term Care Services
Education
University at Albany, SUNY 1976 — 1980
BS, Business Administration - Marketing
Mitch Pearson's AXA Advisors Experience September 2007 - Present
Job Financial Advisor at Equinox Financial Partners
Industry Financial Services
Experience
AXA Advisors September 2007 - Present
Equinox Financial Partners September 2007 - Present
Twepto 2010 - 2010
The Griffin Quorum 2009 - 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Strategic Financial..., Finance, Financial Advisory, Retirement, Fixed Annuities, Financial Services, Securities, Small Business
Education
Union College 2003 — 2007
Bachelor of Science, Psychology and Foreign Languages
AXA Advisors September 2007 - Present
Equinox Financial Partners September 2007 - Present
Twepto 2010 - 2010
The Griffin Quorum 2009 - 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Strategic Financial..., Finance, Financial Advisory, Retirement, Fixed Annuities, Financial Services, Securities, Small Business
Education
Union College 2003 — 2007
Bachelor of Science, Psychology and Foreign Languages
Daryl Kasprzyk's AXA Advisors Experience June 2014 - December 2014
Job Sales Manager at Tenleys Hill Country Boutique
Industry Public Relations and Communications
Experience
Tenleys Hill Country Boutique June 2015 - Present
Tan Biz LLC dba LUXE Tanning October 2013 - August 2015
AXA Advisors June 2014 - December 2014
Willies Grill and Icehouse January 2012 - December 2012
Vector Marketing June 2011 - August 2012
Flying High Gymnastics January 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, English, Public Speaking, Photoshop, Microsoft Excel, Public Relations, Customer Service, Social Media, Event Management, Event Planning, Windows, Media Relations
Education
The University of Texas at San Antonio 2010 — 2015
Bachelors, Communication-Communication Studies, Senior
Tenleys Hill Country Boutique June 2015 - Present
Tan Biz LLC dba LUXE Tanning October 2013 - August 2015
AXA Advisors June 2014 - December 2014
Willies Grill and Icehouse January 2012 - December 2012
Vector Marketing June 2011 - August 2012
Flying High Gymnastics January 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, English, Public Speaking, Photoshop, Microsoft Excel, Public Relations, Customer Service, Social Media, Event Management, Event Planning, Windows, Media Relations
Education
The University of Texas at San Antonio 2010 — 2015
Bachelors, Communication-Communication Studies, Senior
Ken Arbuckle's AXA Advisors Experience June 2013 - August 2013
Job Advisory Intern at KPMG US
Industry Government Administration
Experience
KPMG US May 2015 - August 2015
KS&R January 2014 - May 2014
Syracuse University Economics Department September 2013 - May 2014
Phi Sigma Pi National Honor Fraternity - Beta Epsilon Chapter September 2013 - May 2014
E.S. Bird Library September 2011 - December 2013
AXA Advisors June 2013 - August 2013
Heather Coleman Ph.D. March 2012 - August 2012
Skills
Finance, SPSS, Community Outreach, Financial Analysis, German, Economic Research, Economic Modeling, Stata, Public Policy, Health Policy, Management Consulting, Health Care Reform, Project Management
Education
State University of New York at Albany 2014 — 2015
Master of Public Administration (M.P.A.), Public Finance and Economics, 3.91 GPA
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics, 3.5 GPA
KPMG US May 2015 - August 2015
KS&R January 2014 - May 2014
Syracuse University Economics Department September 2013 - May 2014
Phi Sigma Pi National Honor Fraternity - Beta Epsilon Chapter September 2013 - May 2014
E.S. Bird Library September 2011 - December 2013
AXA Advisors June 2013 - August 2013
Heather Coleman Ph.D. March 2012 - August 2012
Skills
Finance, SPSS, Community Outreach, Financial Analysis, German, Economic Research, Economic Modeling, Stata, Public Policy, Health Policy, Management Consulting, Health Care Reform, Project Management
Education
State University of New York at Albany 2014 — 2015
Master of Public Administration (M.P.A.), Public Finance and Economics, 3.91 GPA
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics, 3.5 GPA
Jean-Pierre Green's AXA Advisors Experience 1998 - 2000
Job
Industry Financial Services
Experience
Key Private Bank May 2012 - Present
Seattle Repertory Theatre July 2010 - Present
JP Morgan Private Wealth Management September 2009 - May 2012
The Citi Private Bank February 2000 - August 2009
AXA Advisors 1998 - 2000
US Army June 1993 - August 1998
Skills
Wealth Management, Financial Planning, Team Oriented, Mortgage Lending, Securities Lending, Investment Strategies, Strategic Financial..., Investments, High Net Worth..., Financial Services, Team-oriented, Wealth Management..., Finance
Education
United States Military Academy at West Point 1989 — 1993
BS
Key Private Bank May 2012 - Present
Seattle Repertory Theatre July 2010 - Present
JP Morgan Private Wealth Management September 2009 - May 2012
The Citi Private Bank February 2000 - August 2009
AXA Advisors 1998 - 2000
US Army June 1993 - August 1998
Skills
Wealth Management, Financial Planning, Team Oriented, Mortgage Lending, Securities Lending, Investment Strategies, Strategic Financial..., Investments, High Net Worth..., Financial Services, Team-oriented, Wealth Management..., Finance
Education
United States Military Academy at West Point 1989 — 1993
BS
David Michael McAdams's AXA Advisors Experience May 2012 - December 2013
Job Coquest Structured Products
Industry Oil & Energy
Experience
Coquest Structured Products January 2014 - Present
Dallas Margarita Society, d.b.a. Dallas Children’s Charities 2013 - Present
AXA Advisors May 2012 - December 2013
Capgemini June 2010 - May 2012
American Petroleum Institute (API) 2009 - June 2010
DMM Petroleum Consulting Services July 2009 - May 2010
BlackBrush Oil & Gas, LP January 2008 - June 2009
Trinity University August 2002 - May 2007
Texoma Medical Center 2003 - 2003
Skills
Financial Analysis, Risk Management, Analysis, Valuation, Business Development, Investments, Forecasting, Energy, Marketing, Training, Management Consulting, Contract Negotiation, Financial Modeling, Strategy, Budgets, Negotiation, Accounting, SAP, Due Diligence, Upstream, Hedging, Commodity Risk..., Derivatives, Series 3, Oil/Gas, Decline Curve Analysis, Buy Sell Agreements, Reserve Analysis, PHDWin, Oil, Buy-sell Agreements, FINRA, Petroleum, Oil & Gas
Education
Trinity University 2002 — 2007
BS, Finance, Business Administration, Economics
Coquest Structured Products January 2014 - Present
Dallas Margarita Society, d.b.a. Dallas Children’s Charities 2013 - Present
AXA Advisors May 2012 - December 2013
Capgemini June 2010 - May 2012
American Petroleum Institute (API) 2009 - June 2010
DMM Petroleum Consulting Services July 2009 - May 2010
BlackBrush Oil & Gas, LP January 2008 - June 2009
Trinity University August 2002 - May 2007
Texoma Medical Center 2003 - 2003
Skills
Financial Analysis, Risk Management, Analysis, Valuation, Business Development, Investments, Forecasting, Energy, Marketing, Training, Management Consulting, Contract Negotiation, Financial Modeling, Strategy, Budgets, Negotiation, Accounting, SAP, Due Diligence, Upstream, Hedging, Commodity Risk..., Derivatives, Series 3, Oil/Gas, Decline Curve Analysis, Buy Sell Agreements, Reserve Analysis, PHDWin, Oil, Buy-sell Agreements, FINRA, Petroleum, Oil & Gas
Education
Trinity University 2002 — 2007
BS, Finance, Business Administration, Economics
dave alper's AXA Advisors Experience January 2008 - Present
Job Axa Financial
Industry Financial Services
Experience
AXA Advisors January 2008 - Present
Garban/ICAP June 1989 - June 2004
Education
University of the District of Columbia - The David A. Clarke School of Law 1981 — 1984
JD, Law
Tulane University 1976 — 1980
AXA Advisors January 2008 - Present
Garban/ICAP June 1989 - June 2004
Education
University of the District of Columbia - The David A. Clarke School of Law 1981 — 1984
JD, Law
Tulane University 1976 — 1980
Dana Whisman's AXA Advisors Experience 2001 - 2006
Job Sales Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group November 2006 - Present
AXA Advisors 2001 - 2006
American Express Financial Advisors April 1991 - January 2001
Skills
Life Insurance, Insurance, Series 6, Series 7, Disability Insurance, Series 63, Retirement Planning, Strategic Planning, Retirement
Education
The University of Texas at Dallas 1989 — 1993
Bachelor of Science (B.S.), Public Administration
Mercury Financial Group November 2006 - Present
AXA Advisors 2001 - 2006
American Express Financial Advisors April 1991 - January 2001
Skills
Life Insurance, Insurance, Series 6, Series 7, Disability Insurance, Series 63, Retirement Planning, Strategic Planning, Retirement
Education
The University of Texas at Dallas 1989 — 1993
Bachelor of Science (B.S.), Public Administration
Michael Morgante, CFS®'s AXA Advisors Experience May 2004 - April 2009
Job Managing Partner & Sr. Vice President Investments of The Mutual Fund Store Albany
Industry Financial Services
Experience
The Mutual Fund Store July 2009 - Present
AXA Advisors May 2004 - April 2009
Skills
Investment Advisory, Asset Allocation, Wealth Management, 401k, Retirement, Alternative Investments, Investments, Financial Advisory, Strategic Financial..., Securities, Portfolio Management, Asset Managment, Estate Planning, Personal Finance, ETFs, Retirement Planning, Pensions, Bonds, Financial Services, Wealth Management..., Equities, Series 65, Separately Managed..., Risk Management, Life Insurance, IRAs, Series 63, High Net Worth..., Financial Planners, Uniform Combined State..., Options, Fixed Annuities, Asset Management, Finance, Wealth, Investment Management, Investment Strategies, Fixed Income, 401k Rollovers, Insurance, Financial Analysis, Relationship Management, Series 24, FINRA, Wealth Accumulation, Long Term Care Insurance
Education
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance, General
The Mutual Fund Store July 2009 - Present
AXA Advisors May 2004 - April 2009
Skills
Investment Advisory, Asset Allocation, Wealth Management, 401k, Retirement, Alternative Investments, Investments, Financial Advisory, Strategic Financial..., Securities, Portfolio Management, Asset Managment, Estate Planning, Personal Finance, ETFs, Retirement Planning, Pensions, Bonds, Financial Services, Wealth Management..., Equities, Series 65, Separately Managed..., Risk Management, Life Insurance, IRAs, Series 63, High Net Worth..., Financial Planners, Uniform Combined State..., Options, Fixed Annuities, Asset Management, Finance, Wealth, Investment Management, Investment Strategies, Fixed Income, 401k Rollovers, Insurance, Financial Analysis, Relationship Management, Series 24, FINRA, Wealth Accumulation, Long Term Care Insurance
Education
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance, General
Ben Irick's AXA Advisors Experience April 2006 - May 2007
Job LPL Financial Advisor
Industry Financial Services
Experience
Financial Management, Inc January 2008 - Present
Harmony Home Theaters June 2007 - December 2007
AXA Advisors April 2006 - May 2007
Skills
Wealth Management, Securities, Portfolio Management, Estate Planning, Retirement Planning
Education
The University of Texas at Austin 2001 — 2005
BS, Economics
Klein High School
Financial Management, Inc January 2008 - Present
Harmony Home Theaters June 2007 - December 2007
AXA Advisors April 2006 - May 2007
Skills
Wealth Management, Securities, Portfolio Management, Estate Planning, Retirement Planning
Education
The University of Texas at Austin 2001 — 2005
BS, Economics
Klein High School
Kalene Widerman's AXA Advisors Experience August 1999 - March 2003
Job TPA Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica September 2008 - Present
Transamerica May 2007 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2003 - April 2007
AXA Advisors August 1999 - March 2003
SunTrust Bank April 1993 - July 1999
Education
Towson University
Bachelor of Science (BS), Finance, Economics
Transamerica September 2008 - Present
Transamerica May 2007 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2003 - April 2007
AXA Advisors August 1999 - March 2003
SunTrust Bank April 1993 - July 1999
Education
Towson University
Bachelor of Science (BS), Finance, Economics
Frank Fattizzi's AXA Advisors Experience June 2006 - June 2009
Job President at A&F Capital Group LLC
Industry Financial Services
Experience
A&F Capital Group LLC June 2009 - Present
AXA Advisors June 2006 - June 2009
TIAA-CREF September 2005 - June 2006
North Fork Financial Advisors January 2000 - May 2005
Education
University at Albany, SUNY 1996 — 1999
A&F Capital Group LLC June 2009 - Present
AXA Advisors June 2006 - June 2009
TIAA-CREF September 2005 - June 2006
North Fork Financial Advisors January 2000 - May 2005
Education
University at Albany, SUNY 1996 — 1999
Mike Wray's AXA Advisors Experience 1992 - 1999
Job President at Bidspeed
Industry Information Technology and Services
Experience
Bidspeed January 2015 - Present
Bidspeed January 2010 - December 2014
JT Coastal Consultants 2012 - 2014
J2DA Technologies 2009 - 2011
Trilobyte Sales, Inc 2008 - 2009
Wray Consulting 2006 - 2008
Wray & Associates 2003 - 2005
ISPstrategies.com 1999 - 2002
AXA Advisors 1992 - 1999
United States Navy 1985 - 1991
Skills
Entrepreneur, Real Estate, Sales Growth, Start-ups, Government Contracting, Defense Contracting, Software Development, Small Business, Entrepreneurship, Marketing, Strategic Planning, Business Development, Program Management, Leadership, Management, New Business Development, Analysis, Strategy, Risk Management, Enterprise Software, Sales, B2B, Executive Management, Government, Management Consulting, Strategic Partnerships, Finance, Recruiting, Training, Cross-functional Team..., Business Strategy, Proposal Writing, Consulting, Mergers & Acquisitions, Human Resources, Business Planning, CRM, Military, Business Process..., Contract Negotiation, SaaS, Competitive Analysis, Product Management, Process Improvement, Operations Management, Pricing, Professional Services, Navy, P&L Management, Business Alliances
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA
US Naval Flight Training 1985 — 1986
Aviation
United States Naval Academy 1981 — 1985
BS, Management
Miramonte High School 1976 — 1980
Bidspeed January 2015 - Present
Bidspeed January 2010 - December 2014
JT Coastal Consultants 2012 - 2014
J2DA Technologies 2009 - 2011
Trilobyte Sales, Inc 2008 - 2009
Wray Consulting 2006 - 2008
Wray & Associates 2003 - 2005
ISPstrategies.com 1999 - 2002
AXA Advisors 1992 - 1999
United States Navy 1985 - 1991
Skills
Entrepreneur, Real Estate, Sales Growth, Start-ups, Government Contracting, Defense Contracting, Software Development, Small Business, Entrepreneurship, Marketing, Strategic Planning, Business Development, Program Management, Leadership, Management, New Business Development, Analysis, Strategy, Risk Management, Enterprise Software, Sales, B2B, Executive Management, Government, Management Consulting, Strategic Partnerships, Finance, Recruiting, Training, Cross-functional Team..., Business Strategy, Proposal Writing, Consulting, Mergers & Acquisitions, Human Resources, Business Planning, CRM, Military, Business Process..., Contract Negotiation, SaaS, Competitive Analysis, Product Management, Process Improvement, Operations Management, Pricing, Professional Services, Navy, P&L Management, Business Alliances
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA
US Naval Flight Training 1985 — 1986
Aviation
United States Naval Academy 1981 — 1985
BS, Management
Miramonte High School 1976 — 1980
Bill Del-Sette CFP®'s AXA Advisors Experience January 1999 - February 2003
Job I'm Bill DelSette, and I've been managing investments and helping clients achieve their retirement goals since 1998.
Industry Financial Services
Experience
Del-Sette Capital Management January 2012 - Present
Hermes Wealth Management, LLC October 2007 - January 2012
AXA Advisors January 1999 - February 2003
Skills
Retirement Planning, Fee-Based Investment..., Retirement, Travel Photography, Photography, Investments, Financial Planning, Finance, Insurance, Management, Financial Services, Portfolio Management, Investment Management, Small Business, Wealth Management, Estate Planning, Strategic Planning, Public Speaking, Financial Advisory, Life Insurance, Mutual Funds, Leadership, Financial Analysis, Risk Management
Education
State University of New York at Albany 1994 — 1996
Bachelor of Science (B.S.), Accounting, Economics
Del-Sette Capital Management January 2012 - Present
Hermes Wealth Management, LLC October 2007 - January 2012
AXA Advisors January 1999 - February 2003
Skills
Retirement Planning, Fee-Based Investment..., Retirement, Travel Photography, Photography, Investments, Financial Planning, Finance, Insurance, Management, Financial Services, Portfolio Management, Investment Management, Small Business, Wealth Management, Estate Planning, Strategic Planning, Public Speaking, Financial Advisory, Life Insurance, Mutual Funds, Leadership, Financial Analysis, Risk Management
Education
State University of New York at Albany 1994 — 1996
Bachelor of Science (B.S.), Accounting, Economics
Tania B. Prakash's AXA Advisors Experience September 2003 - September 2005
Job Senior Benefits Analyst at ACTIVE Network
Industry Human Resources
Experience
ACTIVE Network May 2014 - Present
Nova Pension Consulting July 2006 - March 2014
AXA Advisors September 2003 - September 2005
Skills
Retirement, 401k, Pensions, Retirement Planning, Defined Benefit, Investments, Mutual Funds, Insurance, Strategic Financial..., Investment Strategies, Employee Benefits, Qualified Retirement..., Financial Advisory, ERISA, Investment Advisory, Asset Allocation
Education
The University of Texas at Austin
Bachelors, Economics
ACTIVE Network May 2014 - Present
Nova Pension Consulting July 2006 - March 2014
AXA Advisors September 2003 - September 2005
Skills
Retirement, 401k, Pensions, Retirement Planning, Defined Benefit, Investments, Mutual Funds, Insurance, Strategic Financial..., Investment Strategies, Employee Benefits, Qualified Retirement..., Financial Advisory, ERISA, Investment Advisory, Asset Allocation
Education
The University of Texas at Austin
Bachelors, Economics
Joe M. Morris's AXA Advisors Experience July 2010 - Present
Job Divisional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors July 2010 - Present
AXA Advisors June 2005 - June 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Science (BS), Finance
AXA Advisors July 2010 - Present
AXA Advisors June 2005 - June 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Science (BS), Finance
William Haviland's AXA Advisors Experience ExaminerNASD1985 - 1999
Job AVP at AXA Advisors
Industry Financial Services
Experience
AXA Advisors ExaminerNASD1985 - 1999
Skills
Series 24, Series 7, Series 66
Education
SUNY Albany 1979 — 1983
Bachelor of Arts (B.A.), Sociology, 3.2
AXA Advisors ExaminerNASD1985 - 1999
Skills
Series 24, Series 7, Series 66
Education
SUNY Albany 1979 — 1983
Bachelor of Arts (B.A.), Sociology, 3.2
Paul Del Vecchio's AXA Advisors Experience March 2006 - January 2007
Job Accounting / Auditing Professional
Industry Accounting
Experience
Jobseeker - Staff Auditor December 2011 - Present
New York State April 2008 - January 2010
AXA Advisors March 2006 - January 2007
Guardian Loan Company January 2006 - January 2007
Veronica Lynch Realty, Inc. June 2004 - June 2005
Skills
PCAOB standards, SSAE 16, Auditing Standards, GAAP, GAAS, International Auditing..., International Standards..., Yellow Book, Government Auditing, IIA Standards, COSO Framework, SOX 404, Sarbanes-Oxley Act, ISAs, Integrated Reporting
Education
Union Graduate College 2002 — 2004
Master's, Business Administration
Union College 1998 — 2002
Bachelor of Arts, Managerial Economics
South Colonie High School 1994 — 1998
Jobseeker - Staff Auditor December 2011 - Present
New York State April 2008 - January 2010
AXA Advisors March 2006 - January 2007
Guardian Loan Company January 2006 - January 2007
Veronica Lynch Realty, Inc. June 2004 - June 2005
Skills
PCAOB standards, SSAE 16, Auditing Standards, GAAP, GAAS, International Auditing..., International Standards..., Yellow Book, Government Auditing, IIA Standards, COSO Framework, SOX 404, Sarbanes-Oxley Act, ISAs, Integrated Reporting
Education
Union Graduate College 2002 — 2004
Master's, Business Administration
Union College 1998 — 2002
Bachelor of Arts, Managerial Economics
South Colonie High School 1994 — 1998
TOM STARKEY, CFP®, ChFC, CLU's AXA Advisors Experience 2006 - Present
Job Managing Partner, FALCON FINANCIAL GROUP
Industry Financial Services
Experience
Falcon Financial Group 2013 - Present
AXA Advisors 2006 - Present
U.S. Air Force 2004 - 2006
Education
United States Air Force Academy 2000 — 2004
Bachelor of Science (B.S.), Business Management
Falcon Financial Group 2013 - Present
AXA Advisors 2006 - Present
U.S. Air Force 2004 - 2006
Education
United States Air Force Academy 2000 — 2004
Bachelor of Science (B.S.), Business Management
AJ Rivers, CFA's AXA Advisors Experience May 2008 - December 2008
Job Portfolio Risk Management Analyst
Industry Financial Services
Experience
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Jessica Morroni's AXA Advisors Experience 2009 - 2009
Job Project Coordinator at mcaConnect
Industry Financial Services
Experience
mcaConnect February 2012 - Present
Jackson National Life July 2010 - February 2012
AXA Advisors 2009 - 2009
Undergraduate Programs Office 2007 - 2009
mcaConnect 2008 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
mcaConnect February 2012 - Present
Jackson National Life July 2010 - February 2012
AXA Advisors 2009 - 2009
Undergraduate Programs Office 2007 - 2009
mcaConnect 2008 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Nicholas Caine's AXA Advisors Experience September 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
Trinity University August 2011 - May 2015
Strategic Marketing Services December 2012 - January 2015
Caine's Candy & Gumball's May 2010 - January 2015
San Antonio Scorpions FC February 2013 - May 2013
San Antonio Rampage August 2012 - November 2012
Coursekit October 2011 - January 2012
Menlo Circus Club April 2011 - July 2011
Solo Aquatics May 2010 - July 2010
Skills
Swimming, Financial Services, Financial Planning, Stock Trading, Entrepreneurship, Start-ups, Entrepreneurial..., Public Speaking, Coaching, Data Analysis, Event Planning, Management, Microsoft Office, Social Media, Teaching, Entrepreneurial...
Education
Trinity University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Graduated in May 2015
Sacred Heart Preparatory 2007 — 2011
AXA Advisors September 2015 - Present
Trinity University August 2011 - May 2015
Strategic Marketing Services December 2012 - January 2015
Caine's Candy & Gumball's May 2010 - January 2015
San Antonio Scorpions FC February 2013 - May 2013
San Antonio Rampage August 2012 - November 2012
Coursekit October 2011 - January 2012
Menlo Circus Club April 2011 - July 2011
Solo Aquatics May 2010 - July 2010
Skills
Swimming, Financial Services, Financial Planning, Stock Trading, Entrepreneurship, Start-ups, Entrepreneurial..., Public Speaking, Coaching, Data Analysis, Event Planning, Management, Microsoft Office, Social Media, Teaching, Entrepreneurial...
Education
Trinity University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Graduated in May 2015
Sacred Heart Preparatory 2007 — 2011
Jorge Rodriguez-Bonano's AXA Advisors Experience July 2000 - October 2005
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. March 2014 - Present
MassMutual Financial Group May 2011 - March 2014
Mass Mutual Financial Group November 2005 - May 2011
AXA Advisors July 2000 - October 2005
Skills
401k, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning, Series 7, Mutual Funds, FINRA, Series 24, Series 53, Investment Advisory..., Series 66, Sales Management
Education
Universidad del Sagrado Corazon 1990 — 1994
BA, Communications
Universidad de Puerto Rico 1989 — 1990
Central de Artes Visuales 1985 — 1989
Elemental Jesus M. Quiñones
Nationwide Planning Associates, Inc. March 2014 - Present
MassMutual Financial Group May 2011 - March 2014
Mass Mutual Financial Group November 2005 - May 2011
AXA Advisors July 2000 - October 2005
Skills
401k, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning, Series 7, Mutual Funds, FINRA, Series 24, Series 53, Investment Advisory..., Series 66, Sales Management
Education
Universidad del Sagrado Corazon 1990 — 1994
BA, Communications
Universidad de Puerto Rico 1989 — 1990
Central de Artes Visuales 1985 — 1989
Elemental Jesus M. Quiñones
Aisha Morris's AXA Advisors Experience May 2007 - September 2008
Job MBA
Industry Investment Banking
Experience
GIG Events March 2014 - Present
Commonwealth Worldwide Chauffeured Transportation August 2011 - Present
Merrill Lynch September 2008 - August 2009
AXA Advisors May 2007 - September 2008
Mayberry Investments Ltd. December 2002 - May 2007
Skills
Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Management, Leadership, Asset Management, Risk Management, PowerPoint
Education
The University of the West Indies, Mona 2003 — 2005
Master of Business Administration (M.B.A.), Banking and Finance
GIG Events March 2014 - Present
Commonwealth Worldwide Chauffeured Transportation August 2011 - Present
Merrill Lynch September 2008 - August 2009
AXA Advisors May 2007 - September 2008
Mayberry Investments Ltd. December 2002 - May 2007
Skills
Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Management, Leadership, Asset Management, Risk Management, PowerPoint
Education
The University of the West Indies, Mona 2003 — 2005
Master of Business Administration (M.B.A.), Banking and Finance
Scott Hermann's AXA Advisors Experience June 2007 - March 2009
Job Educator at Richmond School District
Industry Education Management
Experience
Richmond School District June 2011 - Present
Full Circle Financial March 2009 - Present
West Allis-West Milwaukee School District August 2003 - July 2011
AXA Advisors June 2007 - March 2009
Clark County School District July 2000 - June 2003
Charlotte Mecklenburg Schools August 1998 - July 2000
Skills
Annuities, Insurance, Long-term Care, Series 7, Disability Insurance, Term Life Insurance, Critical Illness, Whole Life, Stock Trading, Asset Allocation, Fixed Annuities, Financial Services, Health Insurance, Estate Planning, Wealth, Personal Finance, Small Business, Series 63, 401k, Wealth Management, Portfolio Management, Employee Benefits, Investments, Retirement Planning, Retirement, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., Life Insurance, IRAs
Education
Marian University 2008 — 2011
Masters, Technology
Universidad de las Américas, A.C. 1997 — 1998
Spanish, International Studies
UW-LaCrosse 1992 — 1998
Bachelor's degree, Education/Spanish
Homestead High School 1988 — 1992
Richmond School District June 2011 - Present
Full Circle Financial March 2009 - Present
West Allis-West Milwaukee School District August 2003 - July 2011
AXA Advisors June 2007 - March 2009
Clark County School District July 2000 - June 2003
Charlotte Mecklenburg Schools August 1998 - July 2000
Skills
Annuities, Insurance, Long-term Care, Series 7, Disability Insurance, Term Life Insurance, Critical Illness, Whole Life, Stock Trading, Asset Allocation, Fixed Annuities, Financial Services, Health Insurance, Estate Planning, Wealth, Personal Finance, Small Business, Series 63, 401k, Wealth Management, Portfolio Management, Employee Benefits, Investments, Retirement Planning, Retirement, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., Life Insurance, IRAs
Education
Marian University 2008 — 2011
Masters, Technology
Universidad de las Américas, A.C. 1997 — 1998
Spanish, International Studies
UW-LaCrosse 1992 — 1998
Bachelor's degree, Education/Spanish
Homestead High School 1988 — 1992
Michael Pisani's AXA Advisors Experience 2008 - 2009
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
A.J. Rocchio's AXA Advisors Experience June 2011 - December 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
James Angeletti's AXA Advisors Experience November 2011 - October 2012
Job CoFounder and Director of Business Development
Industry Financial Services
Experience
Janus Contractors August 2012 - Present
AXA Advisors November 2011 - October 2012
Cato Institute September 2011 - December 2011
World Trade Center Institute September 2010 - December 2010
Northwestern Mutual May 2010 - August 2010
AXA Advisors June 2009 - September 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Marketing, Strategic Planning, Strategic Communications, Policy Analysis, Team Leadership
Education
Towson University 2007 — 2011
Finance and Ecomics
Janus Contractors August 2012 - Present
AXA Advisors November 2011 - October 2012
Cato Institute September 2011 - December 2011
World Trade Center Institute September 2010 - December 2010
Northwestern Mutual May 2010 - August 2010
AXA Advisors June 2009 - September 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Marketing, Strategic Planning, Strategic Communications, Policy Analysis, Team Leadership
Education
Towson University 2007 — 2011
Finance and Ecomics
Bennett Marcus's AXA Advisors Experience September 2010 - March 2011
Job Director of Operations at Manhattan Oral Facial Surgery LLC
Industry Medical Practice
Experience
Manhattan Oral Facial Surgery LLC November 2014 - Present
Manhattan Oral Facial Surgery LLC January 2014 - October 2014
Manhattan Oral Facial Surgery LLC September 2012 - January 2014
Manhattan Oral Facial Surgery LLC July 2011 - January 2013
John Thomas Financial April 2011 - July 2011
AXA Advisors September 2010 - March 2011
Skills
Investment Advisory, Fixed Income, Salesforce.com, Derivatives, Microsoft Excel, Hedge Funds, Fashion, Social Networking, Sales, Facebook, PowerPoint, Valuation, Advertising
Education
Towson University 2006 — 2010
Manhattan Oral Facial Surgery LLC November 2014 - Present
Manhattan Oral Facial Surgery LLC January 2014 - October 2014
Manhattan Oral Facial Surgery LLC September 2012 - January 2014
Manhattan Oral Facial Surgery LLC July 2011 - January 2013
John Thomas Financial April 2011 - July 2011
AXA Advisors September 2010 - March 2011
Skills
Investment Advisory, Fixed Income, Salesforce.com, Derivatives, Microsoft Excel, Hedge Funds, Fashion, Social Networking, Sales, Facebook, PowerPoint, Valuation, Advertising
Education
Towson University 2006 — 2010
John J. Sastry's AXA Advisors Experience 2001 - 2004
Job Financial Services Executive
Industry Law Practice
Experience
Financial Services September 2010 - Present
Edward Jones April 2006 - September 2010
AXA Advisors 2001 - 2004
Education
University of Missouri-Columbia School of Law 1988 — 1991
Juris Doctor
Truman State University 1985 — 1988
Certified Financial Planner Board of Standards
Financial Services September 2010 - Present
Edward Jones April 2006 - September 2010
AXA Advisors 2001 - 2004
Education
University of Missouri-Columbia School of Law 1988 — 1991
Juris Doctor
Truman State University 1985 — 1988
Certified Financial Planner Board of Standards
Meredith McClure's AXA Advisors Experience May 2011 - October 2014
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors May 2011 - October 2014
North Star Consultants of Texas January 2011 - April 2011
Pontificia Universidade Catolica - Rio de Janeiro, Brazil March 2010 - July 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning..., Spanish, Portuguese, Conversational French, Estate Planning
Education
The University of Texas at Austin 2007 — 2011
Spanish and Portuguese, International Business Foundations, French Minor
Pontificia Universidade Catolica - Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese Language and Literature
Universidad de Cantabria 2008 — 2008
Study Abroad, Spanish Language and Literature and Finance and Economics
Merrill Edge October 2014 - Present
AXA Advisors May 2011 - October 2014
North Star Consultants of Texas January 2011 - April 2011
Pontificia Universidade Catolica - Rio de Janeiro, Brazil March 2010 - July 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning..., Spanish, Portuguese, Conversational French, Estate Planning
Education
The University of Texas at Austin 2007 — 2011
Spanish and Portuguese, International Business Foundations, French Minor
Pontificia Universidade Catolica - Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese Language and Literature
Universidad de Cantabria 2008 — 2008
Study Abroad, Spanish Language and Literature and Finance and Economics
Andrew Krauss's AXA Advisors Experience July 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
National Securities Corporation November 2013 - July 2015
Gilman Ciocia Inc. July 2012 - July 2015
Skills
Financial Analysis, Financial Services, Asset Management, Asset Allocation, Risk Management, Retirement Planning, Financial Planning, Investment Strategies, College Education..., Estate Planning, Personal Financial..., Business Planning, Life & Health Insurance..., Market Analysis, Investment Advisory, Investment Management
Education
University at Albany, SUNY 2008 — 2012
Bachelor's degree
AXA Advisors July 2015 - Present
National Securities Corporation November 2013 - July 2015
Gilman Ciocia Inc. July 2012 - July 2015
Skills
Financial Analysis, Financial Services, Asset Management, Asset Allocation, Risk Management, Retirement Planning, Financial Planning, Investment Strategies, College Education..., Estate Planning, Personal Financial..., Business Planning, Life & Health Insurance..., Market Analysis, Investment Advisory, Investment Management
Education
University at Albany, SUNY 2008 — 2012
Bachelor's degree
James McHugh III's AXA Advisors Experience March 2012 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
Technical Gas Products November 2008 - January 2010
Vericare January 2007 - December 2007
McKesson Medical-Surgical December 2002 - April 2006
GOJO Industries May 1993 - November 2002
Education
United States Naval Academy 1979 — 1983
Bachelor of Science (BS),General Engineering, Resource Management
AXA Advisors March 2012 - Present
Technical Gas Products November 2008 - January 2010
Vericare January 2007 - December 2007
McKesson Medical-Surgical December 2002 - April 2006
GOJO Industries May 1993 - November 2002
Education
United States Naval Academy 1979 — 1983
Bachelor of Science (BS),General Engineering, Resource Management
Kyle Grest's AXA Advisors Experience December 2011 - June 2013
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust May 2014 - Present
U.S. Trust July 2013 - May 2014
AXA Advisors December 2011 - June 2013
IES Abroad June 2009 - June 2011
Skills
Investments, Asset Allocation, Risk Management, Financial Analysis, Financial Modeling, Finance, Equities, Fixed Income
Education
Universität Wien / University of Vienna 2009 — 2012
Economics
Trinity University 2005 — 2009
Bachelor of Arts (B.A.), Economics
U.S. Trust May 2014 - Present
U.S. Trust July 2013 - May 2014
AXA Advisors December 2011 - June 2013
IES Abroad June 2009 - June 2011
Skills
Investments, Asset Allocation, Risk Management, Financial Analysis, Financial Modeling, Finance, Equities, Fixed Income
Education
Universität Wien / University of Vienna 2009 — 2012
Economics
Trinity University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Christopher Berkley's AXA Advisors Experience July 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Education
Trinity College-Hartford 2001 — 2004
Bachelor of Arts (B.A.), Analytic Philosophy
AXA Advisors July 2012 - Present
Education
Trinity College-Hartford 2001 — 2004
Bachelor of Arts (B.A.), Analytic Philosophy
JJ Wall's AXA Advisors Experience February 2007 - September 2009
Job Business Manager at USAA
Industry Information Technology and Services
Experience
USAA March 2013 - Present
USAA March 2013 - Present
USAA October 2009 - March 2013
AXA Advisors February 2007 - September 2009
Skills
Change Management, Financial Services, Management, Investments, Risk Management, Project Management, IT Management, Business Management
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Engineering Route to Business
Texas A&M University - San Antonio 2012 — 2014
Master of Business Administration (MBA), Project Management
USAA March 2013 - Present
USAA March 2013 - Present
USAA October 2009 - March 2013
AXA Advisors February 2007 - September 2009
Skills
Change Management, Financial Services, Management, Investments, Risk Management, Project Management, IT Management, Business Management
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Engineering Route to Business
Texas A&M University - San Antonio 2012 — 2014
Master of Business Administration (MBA), Project Management
Brandon J. Everitt's AXA Advisors Experience May 2006 - August 2009
Job Business Consultant at Servpro Industries
Industry Consumer Services
Experience
Servpro Industries July 2010 - Present
Real Estate Investment and Management February 2001 - December 2009
AXA Advisors May 2006 - August 2009
Blade Barber College August 2004 - May 2009
Procter & Gamble August 1997 - May 2001
Skills
Business Development..., Sales, Financial Analysis, Strategic Financial..., Technical Sales..., Finance, Business Development, Small Business, Sales Operations, Problem Solving, Marketing Strategy, Insurance, Marketing, Recruiting, Training, Budgets
Education
Tuskegee University 1992 — 1997
Bachelor of Science (B.S.), Chemical Engineering
Jesuit High School 1988 — 1992
High School Diploma
Servpro Industries July 2010 - Present
Real Estate Investment and Management February 2001 - December 2009
AXA Advisors May 2006 - August 2009
Blade Barber College August 2004 - May 2009
Procter & Gamble August 1997 - May 2001
Skills
Business Development..., Sales, Financial Analysis, Strategic Financial..., Technical Sales..., Finance, Business Development, Small Business, Sales Operations, Problem Solving, Marketing Strategy, Insurance, Marketing, Recruiting, Training, Budgets
Education
Tuskegee University 1992 — 1997
Bachelor of Science (B.S.), Chemical Engineering
Jesuit High School 1988 — 1992
High School Diploma
Hannah Elandary's AXA Advisors Experience 2015 - 2015
Job Student at The University of Texas at Austin
Industry
Experience
AXA Advisors 2015 - 2015
Education
The University of Texas at Austin 2013 — 2017
Business Honors, Finance, Junior
AXA Advisors 2015 - 2015
Education
The University of Texas at Austin 2013 — 2017
Business Honors, Finance, Junior
Anthony Peyton Stamper's AXA Advisors Experience March 2014 - Present
Job Customer Analytics Intern at HewlettPackard
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Hewlett-Packard June 2015 - August 2015
IBC Bank May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
The University of Texas at San Antonio 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting; Finance
AXA Advisors March 2014 - Present
Hewlett-Packard June 2015 - August 2015
IBC Bank May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
The University of Texas at San Antonio 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting; Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO