AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Hangjian (Hans) Li Hangjian (Hans) Li's AXA Advisors Experience October 2013 - December 2013
Job UCLA student
Industry Information Technology and Services
Experience
Institute for Pure and Applied Mathematics (IPAM) June 2015 - August 2015
THiNKGREEN! Global Advisors, Inc. December 2014 - February 2015
Siemens June 2014 - August 2014
AXA Advisors October 2013 - December 2013
Skills
Machine Learning, Python, R, Microsoft Excel, Matlab, Team Leadership, Economics, Stata, Mathematical Modeling, Numerical Analysis, Mathematics, Investments, Teamwork, Accounting, Linux, Git, PowerPoint, PostgreSQL, Microsoft SQL Server, Valuation, MySQL, LaTeX, HTML, JavaScript, CSS, Social Media, Time Series Analysis, D3.js, Navicat
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Applied Mathematics and Business Economics double major, Statistics minor
Institute for Pure and Applied Mathematics (IPAM) June 2015 - August 2015
THiNKGREEN! Global Advisors, Inc. December 2014 - February 2015
Siemens June 2014 - August 2014
AXA Advisors October 2013 - December 2013
Skills
Machine Learning, Python, R, Microsoft Excel, Matlab, Team Leadership, Economics, Stata, Mathematical Modeling, Numerical Analysis, Mathematics, Investments, Teamwork, Accounting, Linux, Git, PowerPoint, PostgreSQL, Microsoft SQL Server, Valuation, MySQL, LaTeX, HTML, JavaScript, CSS, Social Media, Time Series Analysis, D3.js, Navicat
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Applied Mathematics and Business Economics double major, Statistics minor
Lydia Higashimoto Gutierrez Lydia Higashimoto Gutierrez's AXA Advisors Experience April 2012 - June 2012
Job Business Technology Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2013 - Present
Aon Hewitt June 2012 - August 2012
AXA Advisors April 2012 - June 2012
UCLA Anderson School of Management January 2012 - February 2012
Attentional October 2011 - February 2012
UCLA Health October 2009 - September 2011
Skills
Economics, Software Development..., Market Research, Information Technology..., PowerPoint, English, Financial Modeling, Spanish, Business Strategy, Healthcare Consulting, French, Emerging Technologies, Portuguese
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics, Global Studies
Escola Americana do Rio de Janeiro 2006 — 2009
High School
Deloitte Consulting September 2013 - Present
Aon Hewitt June 2012 - August 2012
AXA Advisors April 2012 - June 2012
UCLA Anderson School of Management January 2012 - February 2012
Attentional October 2011 - February 2012
UCLA Health October 2009 - September 2011
Skills
Economics, Software Development..., Market Research, Information Technology..., PowerPoint, English, Financial Modeling, Spanish, Business Strategy, Healthcare Consulting, French, Emerging Technologies, Portuguese
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics, Global Studies
Escola Americana do Rio de Janeiro 2006 — 2009
High School
Jacqueline Scali Jacqueline Scali's AXA Advisors Experience June 2013 - June 2014
Job Area Sales Representative at American Funds
Industry Financial Services
Experience
American Funds Distributors May 2015 - Present
Cole Real Estate Investment July 2014 - December 2014
AXA Advisors June 2013 - June 2014
AXA Advisors June 2012 - August 2012
Kappa Kappa Gamma December 2010 - December 2011
National Financial Partners, The Lapre Scali & Co P&C Insurance Division June 2011 - August 2011
Skills
Microsoft Office, Billhighway, QuickBooks, Finance, Time Management, Microsoft Excel, Training, PowerPoint, Microsoft Word, Access, Management, Sales, Facebook, Event Planning, Financial Analysis, Life & Health Insurance..., Social Networking, Accounting, Marketing, Leadership, Insurance, Social Media, Teamwork, Data Analysis, Public Speaking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Business Administration, Finance
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Finance
American Funds Distributors May 2015 - Present
Cole Real Estate Investment July 2014 - December 2014
AXA Advisors June 2013 - June 2014
AXA Advisors June 2012 - August 2012
Kappa Kappa Gamma December 2010 - December 2011
National Financial Partners, The Lapre Scali & Co P&C Insurance Division June 2011 - August 2011
Skills
Microsoft Office, Billhighway, QuickBooks, Finance, Time Management, Microsoft Excel, Training, PowerPoint, Microsoft Word, Access, Management, Sales, Facebook, Event Planning, Financial Analysis, Life & Health Insurance..., Social Networking, Accounting, Marketing, Leadership, Insurance, Social Media, Teamwork, Data Analysis, Public Speaking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Business Administration, Finance
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Finance
Richard Fan Richard Fan's AXA Advisors Experience April 2013 - June 2013
Job Member of Strategic Planning Team at UC Irvine The Paul Merage School of Business
Industry Logistics and Supply Chain
Experience
Boeing Commerical Airline - Partnering for Success Velocity/Idea Generation June 2015 - Present
UC Irvine The Paul Merage School of Business April 2015 - Present
UC Irvine November 2013 - June 2014
iCyclePhones/iPhoneWirelessParts July 2013 - November 2013
University of California, Irvine Extension May 2013 - September 2013
AXA Advisors April 2013 - June 2013
Western National Group April 2013 - April 2013
Advance Dental Implant Center July 2010 - August 2010
Skills
Entrepreneurship, Sales, Organizational..., Leadership Development, Bilingual, Strategy, Organizational..., Teamwork, Data Analysis, PowerPoint, Customer Service, Event Planning, Time Management, Microsoft Word
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2016
Bachelor's Degree, Business Administration, Junior
Boeing Commerical Airline - Partnering for Success Velocity/Idea Generation June 2015 - Present
UC Irvine The Paul Merage School of Business April 2015 - Present
UC Irvine November 2013 - June 2014
iCyclePhones/iPhoneWirelessParts July 2013 - November 2013
University of California, Irvine Extension May 2013 - September 2013
AXA Advisors April 2013 - June 2013
Western National Group April 2013 - April 2013
Advance Dental Implant Center July 2010 - August 2010
Skills
Entrepreneurship, Sales, Organizational..., Leadership Development, Bilingual, Strategy, Organizational..., Teamwork, Data Analysis, PowerPoint, Customer Service, Event Planning, Time Management, Microsoft Word
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2016
Bachelor's Degree, Business Administration, Junior
Cathy Xin Shen Cathy Xin Shen's AXA Advisors Experience May 2011 - August 2011
Job Tax Staff at EY
Industry Accounting
Experience
EY October 2014 - Present
The University of Arizona January 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Standard Chartered Bank June 2012 - August 2012
AXA Advisors May 2011 - August 2011
The University of Arizona January 2011 - March 2011
HuaTai Securities Co.,Ltd. June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Bloomberg, Research, Economics, Financial Accounting, Accounting, Mandarin, Management, Market Research, Portfolio Management, Access, Financial Risk
Education
University of Notre Dame 2013 — 2014
Master of Science in Accountancy, Taxation
University of Arizona, Eller College of Management 2009 — 2013
Bachelor, Accounting, Finance
Jinling High School 2006 — 2009
EY October 2014 - Present
The University of Arizona January 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Standard Chartered Bank June 2012 - August 2012
AXA Advisors May 2011 - August 2011
The University of Arizona January 2011 - March 2011
HuaTai Securities Co.,Ltd. June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Bloomberg, Research, Economics, Financial Accounting, Accounting, Mandarin, Management, Market Research, Portfolio Management, Access, Financial Risk
Education
University of Notre Dame 2013 — 2014
Master of Science in Accountancy, Taxation
University of Arizona, Eller College of Management 2009 — 2013
Bachelor, Accounting, Finance
Jinling High School 2006 — 2009
Eric Liang Eric Liang's AXA Advisors Experience June 2012 - August 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY January 2015 - Present
Novogradac & Company LLP January 2014 - March 2014
DTZ October 2012 - March 2013
Viral Booth™ May 2012 - January 2013
AXA Advisors June 2012 - August 2012
Skills
Fundraising, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Networking, Finance, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Customer Service, Budgets, Data Analysis, Marketing, Research, Facebook, Access, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2014
Master's Degree, Master of Professional Accountancy (MPAc), Cumulative GPA: 3.48
University of California, Irvine 2009 — 2013
B.A., Business Administration, Cumulative GPA: 3.143
Diamond Ranch High School 2006 — 2009
High School Diploma, Cumulative GPA: 4.3
EY January 2015 - Present
Novogradac & Company LLP January 2014 - March 2014
DTZ October 2012 - March 2013
Viral Booth™ May 2012 - January 2013
AXA Advisors June 2012 - August 2012
Skills
Fundraising, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Networking, Finance, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Customer Service, Budgets, Data Analysis, Marketing, Research, Facebook, Access, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2014
Master's Degree, Master of Professional Accountancy (MPAc), Cumulative GPA: 3.48
University of California, Irvine 2009 — 2013
B.A., Business Administration, Cumulative GPA: 3.143
Diamond Ranch High School 2006 — 2009
High School Diploma, Cumulative GPA: 4.3
Everett Woo Everett Woo's AXA Advisors Experience 1997 - 1999
Job agency director at Transpacific Insurance Agency
Industry Insurance
Experience
Transpacific Insurance Agency August 2007 - Present
OIS Inc May 2002 - August 2007
MetLife 2001 - 2002
Charles Schwab 1999 - 2000
AXA Advisors 1997 - 1999
Computer spirit of Santa Clarita 1996 - 1997
Great Lakes chemicals - Purex 1988 - 1996
Centron Ballast Company 1990 - 1992
Aquadyne MFG 1975 - 1988
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Retirement, Insurance, Health Insurance, 401k, Term Life Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Planning, Brokers, Investments, Securities
Education
UCLA
Transpacific Insurance Agency August 2007 - Present
OIS Inc May 2002 - August 2007
MetLife 2001 - 2002
Charles Schwab 1999 - 2000
AXA Advisors 1997 - 1999
Computer spirit of Santa Clarita 1996 - 1997
Great Lakes chemicals - Purex 1988 - 1996
Centron Ballast Company 1990 - 1992
Aquadyne MFG 1975 - 1988
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Retirement, Insurance, Health Insurance, 401k, Term Life Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Planning, Brokers, Investments, Securities
Education
UCLA
Ted Zepfel's AXA Advisors Experience 2009 - 2009
Job Regional Sales Operations Manager, Vice President, NMLS ID 491648
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America February 2013 - January 2015
Bank of America September 2011 - December 2013
Bank of America July 2010 - September 2011
US Bank January 2010 - July 2010
AXA Advisors 2009 - 2009
Wachovia, A Wells Fargo Company February 2006 - September 2008
Skills
Mortgage Underwriting, Residential Mortgages, Team Leadership, Six Sigma, Lean Logistics, Process Improvement, Risk Management, Logistics, Loans, Mortgage Lending, FHA, Underwriting, Banking, Consumer Lending, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Loan Origination, Loan Servicing, Portfolio Management, Mortgage Banking, Financial Modeling, Microsoft Office, Leadership, Analysis, Strategy, Credit, Management, Real Estate, Strategic Planning, Refinance, Retail Banking, Financial Services, Investment Properties, Sales, Investments, Customer Service, Relationship Management, FHA Financing, VA Loans, USDA, Team Building, Due Diligence, Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of California Los Angeles 2010 — 2015
Certificate, Accounting
Wachovia's Leadership Development Program 2008 — 2008
Leadership & Management Training
University of Southern California 2001 — 2005
B.A., International Relations/Business
Harvard-Westlake High School 1997 — 2001
Bank of America January 2015 - Present
Bank of America February 2013 - January 2015
Bank of America September 2011 - December 2013
Bank of America July 2010 - September 2011
US Bank January 2010 - July 2010
AXA Advisors 2009 - 2009
Wachovia, A Wells Fargo Company February 2006 - September 2008
Skills
Mortgage Underwriting, Residential Mortgages, Team Leadership, Six Sigma, Lean Logistics, Process Improvement, Risk Management, Logistics, Loans, Mortgage Lending, FHA, Underwriting, Banking, Consumer Lending, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Loan Origination, Loan Servicing, Portfolio Management, Mortgage Banking, Financial Modeling, Microsoft Office, Leadership, Analysis, Strategy, Credit, Management, Real Estate, Strategic Planning, Refinance, Retail Banking, Financial Services, Investment Properties, Sales, Investments, Customer Service, Relationship Management, FHA Financing, VA Loans, USDA, Team Building, Due Diligence, Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of California Los Angeles 2010 — 2015
Certificate, Accounting
Wachovia's Leadership Development Program 2008 — 2008
Leadership & Management Training
University of Southern California 2001 — 2005
B.A., International Relations/Business
Harvard-Westlake High School 1997 — 2001
Kent R.S. Groff's AXA Advisors Experience May 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Education
Calvert Hall College High School
University of Alabama
AXA Advisors May 2012 - Present
Education
Calvert Hall College High School
University of Alabama
Andrew Baccaro Andrew Baccaro's AXA Advisors Experience June 2012 - August 2012
Job Emerging Leaders Program Associate at UMB Bank
Industry Financial Services
Experience
UMB Bank June 2015 - Present
JDA Software March 2015 - June 2015
BMO Harris Bank June 2014 - August 2014
HSNO June 2013 - August 2013
AXA Advisors June 2012 - August 2012
American Equipment Finance LLC May 2011 - August 2011
Skills
Sales, Critical Thinking, Team Leadership, Finance, Microsoft Excel, Time Management, Accounting, Energetic Leader, Entrepreneurship, Communication Skills, Microsoft Office, Organization, Analytic Thinking, Social Media, Corporate Finance, Investments, Financial Analysis, Leadership, Public Speaking, Communication
Education
University of Arizona 2010 — 2014
Bachelor of Science in Business Administration, Finance
Watchung Hills Regional High School 2006 — 2010
UMB Bank June 2015 - Present
JDA Software March 2015 - June 2015
BMO Harris Bank June 2014 - August 2014
HSNO June 2013 - August 2013
AXA Advisors June 2012 - August 2012
American Equipment Finance LLC May 2011 - August 2011
Skills
Sales, Critical Thinking, Team Leadership, Finance, Microsoft Excel, Time Management, Accounting, Energetic Leader, Entrepreneurship, Communication Skills, Microsoft Office, Organization, Analytic Thinking, Social Media, Corporate Finance, Investments, Financial Analysis, Leadership, Public Speaking, Communication
Education
University of Arizona 2010 — 2014
Bachelor of Science in Business Administration, Finance
Watchung Hills Regional High School 2006 — 2010
Cyrus Oloumi Cyrus Oloumi's AXA Advisors Experience June 2014 - September 2014
Job VP of Scholarship at UCI Interfraternity Council
Industry Banking
Experience
AXA Advisors June 2014 - September 2014
UCI Interfraternity Council January 2013 - January 2014
Iranian Student Union at UC Irvine July 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
Consumer's Law Group June 2011 - August 2011
Skills
Customer Service, Event Planning, Club Development, Persian, French, News Writing, Market Research, Project Planning, Public Speaking, Legal Writing, Adobe Creative Suite, Contract Negotiation, Call Processing, Data Analysis, Marketing, Entrepreneurship, Social Networking, Social Media Marketing
Education
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), Business Economics
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), French
AXA Advisors June 2014 - September 2014
UCI Interfraternity Council January 2013 - January 2014
Iranian Student Union at UC Irvine July 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
Consumer's Law Group June 2011 - August 2011
Skills
Customer Service, Event Planning, Club Development, Persian, French, News Writing, Market Research, Project Planning, Public Speaking, Legal Writing, Adobe Creative Suite, Contract Negotiation, Call Processing, Data Analysis, Marketing, Entrepreneurship, Social Networking, Social Media Marketing
Education
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), Business Economics
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), French
Erik Almquist Erik Almquist's AXA Advisors Experience August 2012 - September 2013
Job Annuity Internal Wholesaler
Industry Financial Services
Experience
MassMutual Financial Group September 2013 - Present
AXA Advisors August 2012 - September 2013
Acacia October 2009 - May 2011
Education
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science in Business Administration, Accounting; Minor in Spanish
MassMutual Financial Group September 2013 - Present
AXA Advisors August 2012 - September 2013
Acacia October 2009 - May 2011
Education
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science in Business Administration, Accounting; Minor in Spanish
Jason Najera Jason Najera's AXA Advisors Experience July 2008 - September 2008
Job Sales Operations Program Manager at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
Twitter March 2013 - March 2015
Fisher Investments July 2012 - March 2013
Fisher Investments February 2010 - July 2012
AXA Advisors July 2008 - September 2008
UC Davis July 2007 - July 2008
Department of Veterans Affairs June 2004 - August 2004
Education
University of California, Davis 2005 — 2009
B.A.
Twitter April 2015 - Present
Twitter March 2013 - March 2015
Fisher Investments July 2012 - March 2013
Fisher Investments February 2010 - July 2012
AXA Advisors July 2008 - September 2008
UC Davis July 2007 - July 2008
Department of Veterans Affairs June 2004 - August 2004
Education
University of California, Davis 2005 — 2009
B.A.
Samir Akhter's AXA Advisors Experience January 2010 - April 2010
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2011 - October 2013
UCLA School of Law June 2009 - December 2010
U.S. Trust June 2010 - August 2010
AXA Advisors January 2010 - April 2010
RE/MAX – The Kanner Group October 2009 - December 2009
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (BA), Economics
University of California, Los Angeles
Music Business Certificate
U.S. Trust October 2011 - October 2013
UCLA School of Law June 2009 - December 2010
U.S. Trust June 2010 - August 2010
AXA Advisors January 2010 - April 2010
RE/MAX – The Kanner Group October 2009 - December 2009
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (BA), Economics
University of California, Los Angeles
Music Business Certificate
Vincent Xu Vincent Xu's AXA Advisors Experience January 2013 - March 2013
Job J.D. Candidate at Loyola Law School
Industry Events Services
Experience
Ambience September 2011 - Present
Level Entertainment Group December 2012 - Present
AXA Advisors January 2013 - March 2013
District Office of Senator Tom Harman July 2012 - October 2012
Law Offices of Dennis McGoldrick June 2011 - September 2011
Monox Medical Billing Service August 2010 - March 2011
Skills
Social Media, Event Planning, Social Networking, Customer Service, Microsoft Excel, Public Relations, PowerPoint, Microsoft Office, Microsoft Word, Business Strategy, Strategic Partnerships, Business Development, Start-ups, Event Management, Product Marketing, Research, Public Speaking, Sales, Training, Facebook
Education
UC Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Ambience September 2011 - Present
Level Entertainment Group December 2012 - Present
AXA Advisors January 2013 - March 2013
District Office of Senator Tom Harman July 2012 - October 2012
Law Offices of Dennis McGoldrick June 2011 - September 2011
Monox Medical Billing Service August 2010 - March 2011
Skills
Social Media, Event Planning, Social Networking, Customer Service, Microsoft Excel, Public Relations, PowerPoint, Microsoft Office, Microsoft Word, Business Strategy, Strategic Partnerships, Business Development, Start-ups, Event Management, Product Marketing, Research, Public Speaking, Sales, Training, Facebook
Education
UC Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Felix Miranda Felix Miranda's AXA Advisors Experience January 2005 - January 2011
Job Senior Financial Analyst at HP Inc.
Industry Consumer Electronics
Experience
Hewlett-Packard May 2015 - Present
Fortinet October 2014 - February 2015
ForgeRock July 2014 - September 2014
UC Berkeley August 2012 - May 2014
Hewlett-Packard June 2013 - August 2013
Management Leadership for Tomorrow January 2012 - December 2012
Waddell and Reed Advisors January 2011 - January 2012
Axa Advisors- The Bailey Group January 2010 - January 2011
AXA Advisors January 2005 - January 2011
Skills
Management, Finance, CRM, Entrepreneurship, Strategic Partnerships, Financial Analysis, Marketing, Marketing Strategy, Financial Services
Education
University of California BerkeleyHaas School of Business 2012 — 2014
Master of Business Administration, Finance, General
University of California, Berkeley, Haas School of Business 2012 — 2014
MBA, Corporate Finance, Non Profit Leadership
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
Hewlett-Packard May 2015 - Present
Fortinet October 2014 - February 2015
ForgeRock July 2014 - September 2014
UC Berkeley August 2012 - May 2014
Hewlett-Packard June 2013 - August 2013
Management Leadership for Tomorrow January 2012 - December 2012
Waddell and Reed Advisors January 2011 - January 2012
Axa Advisors- The Bailey Group January 2010 - January 2011
AXA Advisors January 2005 - January 2011
Skills
Management, Finance, CRM, Entrepreneurship, Strategic Partnerships, Financial Analysis, Marketing, Marketing Strategy, Financial Services
Education
University of California BerkeleyHaas School of Business 2012 — 2014
Master of Business Administration, Finance, General
University of California, Berkeley, Haas School of Business 2012 — 2014
MBA, Corporate Finance, Non Profit Leadership
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
Sung Won (Brian) Suh Sung Won (Brian) Suh's AXA Advisors Experience November 2013 - October 2014
Job .
Industry Financial Services
Experience
Freelance Internet Marketing March 2015 - Present
Lido Isle Advisors December 2014 - April 2015
AXA Advisors November 2013 - October 2014
Skills
Financial Analysis, Microsoft Word, Life & Health Insurance..., Public Speaking, Financial Services, Series 3, Series 7, Series 63, Bilingual-English/Korean, Risk Management, Financial Modeling, Data Analysis
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), Economics
Freelance Internet Marketing March 2015 - Present
Lido Isle Advisors December 2014 - April 2015
AXA Advisors November 2013 - October 2014
Skills
Financial Analysis, Microsoft Word, Life & Health Insurance..., Public Speaking, Financial Services, Series 3, Series 7, Series 63, Bilingual-English/Korean, Risk Management, Financial Modeling, Data Analysis
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), Economics
Josh Shapiro Josh Shapiro's AXA Advisors Experience August 2012 - December 2013
Job Founder of BeersandCareers.com | Golfer | Sailor | Softballer | Sarcasm Enthusiast
Industry Events Services
Experience
BeersandCareers.com March 2012 - Present
OSCE Office for Democratic Institutions and Human Rights (ODIHR) 2008 - Present
AXA Advisors August 2012 - December 2013
Williams & Jensen November 2011 - March 2012
Commission on Security and Cooperation in Europe October 2007 - November 2011
U.S. Secret Service 2008 - 2011
U.S. House of Representatives May 2007 - September 2007
U.S. House of Representatives January 2007 - May 2007
Fabiani & Company August 2006 - December 2006
Maryland General Assembly May 2004 - August 2004
Education
University of Arizona 2000 — 2005
BA, Economics
BeersandCareers.com March 2012 - Present
OSCE Office for Democratic Institutions and Human Rights (ODIHR) 2008 - Present
AXA Advisors August 2012 - December 2013
Williams & Jensen November 2011 - March 2012
Commission on Security and Cooperation in Europe October 2007 - November 2011
U.S. Secret Service 2008 - 2011
U.S. House of Representatives May 2007 - September 2007
U.S. House of Representatives January 2007 - May 2007
Fabiani & Company August 2006 - December 2006
Maryland General Assembly May 2004 - August 2004
Education
University of Arizona 2000 — 2005
BA, Economics
Jim Hannley Jim Hannley's AXA Advisors Experience December 1993 - June 2003
Job Managing Member at Jim Hannley LLC
Industry Financial Services
Experience
Jim Hannley LLC, a Registered Investment Advisor January 2004 - Present
Arizona Coalition for Public Banking 2013 - 2014
AXA Advisors December 1993 - June 2003
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Investments, Small Business, Strategic Planning, Mutual Funds, Portfolio Management, Financial Planners, Retirement, Investment Advisory, 401k, Finance, Asset Management, Estate Planning, IRAs, Series 63, Management, Wealth, Mortgage Lending, Wealth Accumulation, Investment Strategies, FINRA, Asset Allocation, ETFs, 401k Rollovers, Wealth Management..., High Net Worth..., Series 65, Personal Finance, Investment Management, Personal Financial..., Financial Goals, Long Term Care Insurance, College Savings Plans, Series 24, Qualified Retirement..., Alternative Investments, Series 7, Uniform Combined State..., Roth IRA, Variable Annuities, Securities, Long-term Care, Bonds, Financial Planning
Education
University of Arizona 1970 — 1975
Bachelors of Arts, Psychology and Sociology
Rincon High School 1967 — 1970
Diploma, college prep
Jim Hannley LLC, a Registered Investment Advisor January 2004 - Present
Arizona Coalition for Public Banking 2013 - 2014
AXA Advisors December 1993 - June 2003
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Investments, Small Business, Strategic Planning, Mutual Funds, Portfolio Management, Financial Planners, Retirement, Investment Advisory, 401k, Finance, Asset Management, Estate Planning, IRAs, Series 63, Management, Wealth, Mortgage Lending, Wealth Accumulation, Investment Strategies, FINRA, Asset Allocation, ETFs, 401k Rollovers, Wealth Management..., High Net Worth..., Series 65, Personal Finance, Investment Management, Personal Financial..., Financial Goals, Long Term Care Insurance, College Savings Plans, Series 24, Qualified Retirement..., Alternative Investments, Series 7, Uniform Combined State..., Roth IRA, Variable Annuities, Securities, Long-term Care, Bonds, Financial Planning
Education
University of Arizona 1970 — 1975
Bachelors of Arts, Psychology and Sociology
Rincon High School 1967 — 1970
Diploma, college prep
Beau Sheedy Beau Sheedy's AXA Advisors Experience 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2014 - Present
Skills
Finance, Financial Planning, Financial Advising, Asset Management, Risk Management, Life Insurance, Long Term Care Insurance, Estate Planning, Wealth Management
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Alumni
AXA Advisors 2014 - Present
Skills
Finance, Financial Planning, Financial Advising, Asset Management, Risk Management, Life Insurance, Long Term Care Insurance, Estate Planning, Wealth Management
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Alumni
David S. Lee's AXA Advisors Experience 2001 - 2004
Job CEO at Golden Castle Partners, Inc.
Industry Venture Capital & Private Equity
Experience
Golden Castle Partners, Inc. February 2013 - Present
UBS 2005 - 2009
Korean American Coalition 2002 - 2004
AXA Advisors 2001 - 2004
Skills
Mergers & Acquisitions, Restructuring, Business Development, Valuation, Venture Capital, Private Equity, Business Strategy, Investment Banking, Business Valuation, Start-ups
Education
University of California, Berkeley
Bachelor of Arts (BA)
Golden Castle Partners, Inc. February 2013 - Present
UBS 2005 - 2009
Korean American Coalition 2002 - 2004
AXA Advisors 2001 - 2004
Skills
Mergers & Acquisitions, Restructuring, Business Development, Valuation, Venture Capital, Private Equity, Business Strategy, Investment Banking, Business Valuation, Start-ups
Education
University of California, Berkeley
Bachelor of Arts (BA)
David Lookadoo, CRPC David Lookadoo, CRPC's AXA Advisors Experience 2000 - 2002
Job Vice President, Financial Advisor FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
Enpo Tu's AXA Advisors Experience August 2013 - Present
Job AXA Advisors, LLC San Francisco Bay Area (San Mateo)
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Bank of America December 2012 - August 2013
Skills
Series 7, Securities, Series 63, Customer Satisfaction, Financial Services, Investments, Retail Banking, Finance, Banking, Customer Retention, Wealth Management, Asset Management, Customer Service, Financial Risk, Life & Health Insurance..., Series 66
Education
UC Davis 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
AXA Advisors August 2013 - Present
Bank of America December 2012 - August 2013
Skills
Series 7, Securities, Series 63, Customer Satisfaction, Financial Services, Investments, Retail Banking, Finance, Banking, Customer Retention, Wealth Management, Asset Management, Customer Service, Financial Risk, Life & Health Insurance..., Series 66
Education
UC Davis 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Daniel Chang Daniel Chang's AXA Advisors Experience April 2005 - April 2008
Job Premier Client Group Mobility at AT&T
Industry Telecommunications
Experience
AT&T January 2015 - Present
AT&T January 2014 - December 2014
AT&T November 2012 - December 2013
AT&T January 2012 - November 2012
AT&T August 2011 - December 2011
AT&T July 2010 - July 2011
AT&T June 2009 - August 2009
Credence Wealth Management Group March 2007 - April 2008
AXA Advisors April 2005 - April 2008
Morgan Stanley September 2003 - March 2004
Skills
Financial Advisory, Sales Management, Sales Operations, Change Management, Direct Sales, Team Building, Sales Process, Coaching, Customer Service, Telecommunications, Sales, Cross-functional Team..., Project Management, Wireless, Call Centers, Business Planning, Management, Project Planning, Vendor Management, Product Management, Leadership, Leadership Development, Mergers & Acquisitions, Business Development, Strategy, Marketing, Start-ups, Program Management, CRM, Strategic Partnerships, Mobile Devices, Solution Selling, Competitive Analysis, Managed Services, Product Marketing, Team Leadership, Business Analysis, SaaS, Account Management, Salesforce.com, Business Strategy, Cloud Computing, New Business Development, Analytics
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Operations, Marketing
University of California, Irvine 2001 — 2005
BA, Economics, Management
AT&T January 2015 - Present
AT&T January 2014 - December 2014
AT&T November 2012 - December 2013
AT&T January 2012 - November 2012
AT&T August 2011 - December 2011
AT&T July 2010 - July 2011
AT&T June 2009 - August 2009
Credence Wealth Management Group March 2007 - April 2008
AXA Advisors April 2005 - April 2008
Morgan Stanley September 2003 - March 2004
Skills
Financial Advisory, Sales Management, Sales Operations, Change Management, Direct Sales, Team Building, Sales Process, Coaching, Customer Service, Telecommunications, Sales, Cross-functional Team..., Project Management, Wireless, Call Centers, Business Planning, Management, Project Planning, Vendor Management, Product Management, Leadership, Leadership Development, Mergers & Acquisitions, Business Development, Strategy, Marketing, Start-ups, Program Management, CRM, Strategic Partnerships, Mobile Devices, Solution Selling, Competitive Analysis, Managed Services, Product Marketing, Team Leadership, Business Analysis, SaaS, Account Management, Salesforce.com, Business Strategy, Cloud Computing, New Business Development, Analytics
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Operations, Marketing
University of California, Irvine 2001 — 2005
BA, Economics, Management
Anthony Figueroa Anthony Figueroa's AXA Advisors Experience January 2011 - April 2011
Job Northern California Sales Manager at KeVita
Industry Food & Beverages
Experience
KeVita January 2015 - Present
Naked Juice July 2013 - December 2014
Hangar 24 Craft Brewery May 2012 - July 2013
AXA Advisors January 2011 - April 2011
Skills
Forecasting, Sales, Sales Management, Sales Operations, Account Management, Consumer Products, Management, P
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
KeVita January 2015 - Present
Naked Juice July 2013 - December 2014
Hangar 24 Craft Brewery May 2012 - July 2013
AXA Advisors January 2011 - April 2011
Skills
Forecasting, Sales, Sales Management, Sales Operations, Account Management, Consumer Products, Management, P
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Bronte Golick Bronte Golick's AXA Advisors Experience March 2013 - June 2013
Job Student at University of California, Los Angeles
Industry
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
AXA Advisors March 2013 - June 2013
fad io September 2012 - November 2012
Skills
Data Analysis, PowerPoint, Social Media, Customer Service, Accounting, Social Media Marketing, Tutoring, Microsoft Excel, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
AXA Advisors March 2013 - June 2013
fad io September 2012 - November 2012
Skills
Data Analysis, PowerPoint, Social Media, Customer Service, Accounting, Social Media Marketing, Tutoring, Microsoft Excel, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Stanislav Arsonov Stanislav Arsonov's AXA Advisors Experience 2011 - Present
Job Senior Associate at The Pacific Group
Industry Financial Services
Experience
The Pacific Group April 2014 - Present
AXA Advisors 2011 - Present
UNDP 2010 - 2010
ARS 2005 - 2006
Skills
Finance, Sales, Strategic Financial..., Asset Management, Estate Planning, Investment Advisory, Forecasting, Financial Advisory, Financial Analysis, Financial Modeling
Education
UCLA 2006 — 2010
BA, International Development, Minors: Political Science, Environmental Studies
The Pacific Group April 2014 - Present
AXA Advisors 2011 - Present
UNDP 2010 - 2010
ARS 2005 - 2006
Skills
Finance, Sales, Strategic Financial..., Asset Management, Estate Planning, Investment Advisory, Forecasting, Financial Advisory, Financial Analysis, Financial Modeling
Education
UCLA 2006 — 2010
BA, International Development, Minors: Political Science, Environmental Studies
Jennifer Duarte Jennifer Duarte's AXA Advisors Experience April 2013 - October 2013
Job Registered Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch October 2013 - December 2013
AXA Advisors April 2013 - October 2013
John M. Watkins, PhD October 2012 - April 2013
Company 3 June 2010 - April 2013
UC Irvine April 2012 - September 2012
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Organization, Time Management, Team Leadership, Leadership Development, Office Management, Customer Service, Customer Satisfaction, Psychology, Assistant Teaching, Leadership, Outlook, Social Media, Public Speaking, Data Analysis, Investments, Financial Analysis, Risk Management, Spanish, Social Networking, Teamwork, Social Media Marketing, Editing, Marketing, Nonprofits, Public Relations, Training, Research, Networking, Project Management, Community Outreach, Analysis, CRM, Strategy, Interviews
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Cognitive Science
Santa Monica Highschool 2004 — 2008
Merrill Lynch December 2013 - Present
Merrill Lynch October 2013 - December 2013
AXA Advisors April 2013 - October 2013
John M. Watkins, PhD October 2012 - April 2013
Company 3 June 2010 - April 2013
UC Irvine April 2012 - September 2012
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Organization, Time Management, Team Leadership, Leadership Development, Office Management, Customer Service, Customer Satisfaction, Psychology, Assistant Teaching, Leadership, Outlook, Social Media, Public Speaking, Data Analysis, Investments, Financial Analysis, Risk Management, Spanish, Social Networking, Teamwork, Social Media Marketing, Editing, Marketing, Nonprofits, Public Relations, Training, Research, Networking, Project Management, Community Outreach, Analysis, CRM, Strategy, Interviews
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Cognitive Science
Santa Monica Highschool 2004 — 2008
Lily Ho Lily Ho's AXA Advisors Experience January 2001 - July 2009
Job President at JPL Financial and Insurance Services Inc.
Industry Financial Services
Experience
JPL Financial and Insurance Services Inc. July 2009 - Present
JPL Financial and Insurance Services Inc. July 2009 - Present
AXA Advisors January 2001 - July 2009
Skills
Mutual Funds, Portfolio Management, Retirement Planning, Investments, Finance, Life Insurance, Annuities, Education Funding, IRAs, 401K, Wealth Management, Financial Planning, Financial Services
Education
University of California, Irvine 1997 — 2001
Business/Managerial Economics, Cum Laude
JPL Financial and Insurance Services Inc. July 2009 - Present
JPL Financial and Insurance Services Inc. July 2009 - Present
AXA Advisors January 2001 - July 2009
Skills
Mutual Funds, Portfolio Management, Retirement Planning, Investments, Finance, Life Insurance, Annuities, Education Funding, IRAs, 401K, Wealth Management, Financial Planning, Financial Services
Education
University of California, Irvine 1997 — 2001
Business/Managerial Economics, Cum Laude
Alex Huerta Alex Huerta's AXA Advisors Experience September 2008 - 2012
Job Corporate Credit & Portfolio Analyst at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Citi February 2013 - March 2015
AXA Advisors September 2008 - 2012
AXA Advisors 2008 - 2009
Skills
Risk Management, Hedge Funds, Risk Analysis, Data Analysis, Economic Research, Process Improvement, Microsoft Excel, Financial Risk, Credit Risk, Credit, Financial Analysis, Portfolio Management, Microsoft Office
Education
University at Buffalo 2007 — 2011
Bachelor's Degree, Economics
Canisius High School 2004 — 2007
High School
Citi March 2015 - Present
Citi February 2013 - March 2015
AXA Advisors September 2008 - 2012
AXA Advisors 2008 - 2009
Skills
Risk Management, Hedge Funds, Risk Analysis, Data Analysis, Economic Research, Process Improvement, Microsoft Excel, Financial Risk, Credit Risk, Credit, Financial Analysis, Portfolio Management, Microsoft Office
Education
University at Buffalo 2007 — 2011
Bachelor's Degree, Economics
Canisius High School 2004 — 2007
High School
Bei (Bella) Sun Bei (Bella) Sun's AXA Advisors Experience October 2013 - January 2014
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers August 2015 - Present
Beta Alpha Psi May 2014 - Present
East Tax Agents August 2014 - October 2014
Brother Bru Bru's June 2014 - August 2014
EY March 2014 - March 2014
AXA Advisors October 2013 - January 2014
East China Normal University June 2013 - August 2013
Asian Pacific Health Corps October 2012 - November 2012
UCLA September 2012 - October 2012
Skills
Mandarin, Financial Accounting, Statistics, Teaching, Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Office, Social Media
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Business Economics, Accounting and Business/Management
PricewaterhouseCoopers August 2015 - Present
Beta Alpha Psi May 2014 - Present
East Tax Agents August 2014 - October 2014
Brother Bru Bru's June 2014 - August 2014
EY March 2014 - March 2014
AXA Advisors October 2013 - January 2014
East China Normal University June 2013 - August 2013
Asian Pacific Health Corps October 2012 - November 2012
UCLA September 2012 - October 2012
Skills
Mandarin, Financial Accounting, Statistics, Teaching, Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Office, Social Media
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Business Economics, Accounting and Business/Management
Cortney Williams, CFP® Cortney Williams, CFP®'s AXA Advisors Experience May 2003 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2003 - Present
The Bailey Group February 2011 - Present
Education
University of California, Davis 1997 — 2001
B.S., Managerial Economics
AXA Advisors May 2003 - Present
The Bailey Group February 2011 - Present
Education
University of California, Davis 1997 — 2001
B.S., Managerial Economics
Alex Haskell's AXA Advisors Experience May 2009 - May 2010
Job Associate Broker Property
Industry Insurance
Experience
CRC Insurance Services, Inc. June 2015 - Present
Willis August 2012 - June 2015
Allstate Insurance May 2010 - August 2012
AXA Advisors May 2009 - May 2010
Skills
Property & Casualty..., Insurance, Liability, Commercial Insurance, Customer Service, Liability Analysis, Inland Marine, Professional Liability, Claim, Workers Compensation, Umbrella Insurance, Risk Management, Underwriting, Claims Management, General Insurance, Casualty, Litigation Management, Insurance Policy..., Microsoft Office, Personal Lines Auto, Medical Malpractice, Commercial Lines, D&O, Claim Investigation, Client Relations, Workflow Management, Workflow Applications, Organization &..., Organizational..., Policy Analysis, Commercial Lines..., Clerical Skills, Time Management, Excess & Surplus Lines, Boiler and Machinery..., Crime Insurance, Special Risk Insurance, Cyber Liability, Commercial Auto..., Public Officials..., Proposal Support, Builder's Risk, Marketing Communications, Market Research
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Regional Development, General Business
Henry M Jackson High School
CRC Insurance Services, Inc. June 2015 - Present
Willis August 2012 - June 2015
Allstate Insurance May 2010 - August 2012
AXA Advisors May 2009 - May 2010
Skills
Property & Casualty..., Insurance, Liability, Commercial Insurance, Customer Service, Liability Analysis, Inland Marine, Professional Liability, Claim, Workers Compensation, Umbrella Insurance, Risk Management, Underwriting, Claims Management, General Insurance, Casualty, Litigation Management, Insurance Policy..., Microsoft Office, Personal Lines Auto, Medical Malpractice, Commercial Lines, D&O, Claim Investigation, Client Relations, Workflow Management, Workflow Applications, Organization &..., Organizational..., Policy Analysis, Commercial Lines..., Clerical Skills, Time Management, Excess & Surplus Lines, Boiler and Machinery..., Crime Insurance, Special Risk Insurance, Cyber Liability, Commercial Auto..., Public Officials..., Proposal Support, Builder's Risk, Marketing Communications, Market Research
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Regional Development, General Business
Henry M Jackson High School
Steven Glamuzina Steven Glamuzina's AXA Advisors Experience December 2007 - Present
Job Certified Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2007 - Present
Georgetown Square Wine & Liquor January 2004 - July 2008
Skills
Investments, Fixed Annuities, Securities, Insurance, Finance, Retirement Planning, Series 7, Series 63, Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investment Advisory, Business, Disability Insurance, Financial Planners, Roth IRA, Employee Benefits, 401k, Small Business, Long-term Care
Education
University at Buffalo 2004 — 2008
Business Administration, Finance
AXA Advisors December 2007 - Present
Georgetown Square Wine & Liquor January 2004 - July 2008
Skills
Investments, Fixed Annuities, Securities, Insurance, Finance, Retirement Planning, Series 7, Series 63, Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investment Advisory, Business, Disability Insurance, Financial Planners, Roth IRA, Employee Benefits, 401k, Small Business, Long-term Care
Education
University at Buffalo 2004 — 2008
Business Administration, Finance
David Dorris David Dorris's AXA Advisors Experience May 2012 - August 2012
Job Ferguson Enterprises Credit
Industry Financial Services
Experience
Ferguson Enterprises June 2014 - Present
Ferguson Enterprises Inc. June 2013 - May 2014
AXA Advisors May 2012 - August 2012
Kinnucan's Enterprises April 2011 - November 2011
Kinnucan's Enterprises December 2010 - March 2011
Maco Services May 2010 - August 2010
Mutual Savings Credit Union Corporate Office October 2007 - August 2010
Skills
Leadership, Organization, Sales, Financial Analysis, Finance, Financial Reporting, Management, Accounting, Microsoft Excel, Credit, Microsoft Office, Budgets, Risk Management, Accounts Receivable, Credit Analysis, Cash Flow, Credit Risk, Loans, Marketing
Education
University of Alabama 2009 — 2013
Bachelor of Science, Commerce and Business Administration; Finance; Investment Management
University of Alabama
Ferguson Enterprises June 2014 - Present
Ferguson Enterprises Inc. June 2013 - May 2014
AXA Advisors May 2012 - August 2012
Kinnucan's Enterprises April 2011 - November 2011
Kinnucan's Enterprises December 2010 - March 2011
Maco Services May 2010 - August 2010
Mutual Savings Credit Union Corporate Office October 2007 - August 2010
Skills
Leadership, Organization, Sales, Financial Analysis, Finance, Financial Reporting, Management, Accounting, Microsoft Excel, Credit, Microsoft Office, Budgets, Risk Management, Accounts Receivable, Credit Analysis, Cash Flow, Credit Risk, Loans, Marketing
Education
University of Alabama 2009 — 2013
Bachelor of Science, Commerce and Business Administration; Finance; Investment Management
University of Alabama
Michael Baritot, CPA Michael Baritot, CPA's AXA Advisors Experience 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
RWB Energy LLC 2009 - 2012
Grant Thornton LLP 2004 - 2009
KPMG 1981 - 2004
Skills
Tax -Efficient..., Retirement Planning, Insurance Strategies, Estate Planning, Business Succession..., Executive Benefit..., Risk Management, Wealth Preservation
Education
University of Denver - Daniels College of Business 1980 — 1981
MS, Taxation
State University of New York at Buffalo 1974 — 1978
BS, Accounting
St. Joseph's Collegiate Insitute 1970 — 1974
AXA Advisors 2012 - Present
RWB Energy LLC 2009 - 2012
Grant Thornton LLP 2004 - 2009
KPMG 1981 - 2004
Skills
Tax -Efficient..., Retirement Planning, Insurance Strategies, Estate Planning, Business Succession..., Executive Benefit..., Risk Management, Wealth Preservation
Education
University of Denver - Daniels College of Business 1980 — 1981
MS, Taxation
State University of New York at Buffalo 1974 — 1978
BS, Accounting
St. Joseph's Collegiate Insitute 1970 — 1974
Stewart M. Miller's AXA Advisors Experience February 1987 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 1987 - Present
Stewart M. Miller, Art Dealer March 1982 - February 1987
Miller Galleries, Inc. August 1978 - February 1982
Skills
Retirement, Retirement Planning, Estate Planning, Series 63, Wealth, Fixed Annuities, IRAs, Long Term Care Insurance, Series 6, Long-term Care, College Savings Plans, 401k, Series 7, Wealth Management, Wealth Accumulation, Qualified Retirement..., Disability Insurance, Life Insurance, Mutual Funds, Pensions, Asset Allocation
Education
SUNY at Buffalo 1962 — 1966
Bachelor of Science (B.S.), Business, Finance, Economics and Accountine
AXA Advisors February 1987 - Present
Stewart M. Miller, Art Dealer March 1982 - February 1987
Miller Galleries, Inc. August 1978 - February 1982
Skills
Retirement, Retirement Planning, Estate Planning, Series 63, Wealth, Fixed Annuities, IRAs, Long Term Care Insurance, Series 6, Long-term Care, College Savings Plans, 401k, Series 7, Wealth Management, Wealth Accumulation, Qualified Retirement..., Disability Insurance, Life Insurance, Mutual Funds, Pensions, Asset Allocation
Education
SUNY at Buffalo 1962 — 1966
Bachelor of Science (B.S.), Business, Finance, Economics and Accountine
Shawn Xuyao He Shawn Xuyao He's AXA Advisors Experience October 2014 - February 2015
Job
Industry International Trade and Development
Experience
Phenomenex June 2015 - Present
UC Irvine Office of Civic & Community Engagement September 2014 - June 2015
Associated Students of the University of California, Irvine October 2013 - April 2015
AXA Advisors October 2014 - February 2015
UC Irvine Student Housing June 2014 - September 2014
UC Irvine March 2014 - June 2014
UC Irvine June 2012 - June 2014
ARAMARK February 2012 - April 2014
Appsurdity: Quad - Mobilize Your Group October 2013 - March 2014
UC Irvine Student Life & Leadership March 2013 - September 2013
Skills
Leadership, Teamwork, PowerPoint, Research, Event Planning, Violin, Training, Social Networking, Student Development, Computer: Microsoft..., Public Speaking, Customer Service, Ice-skating, Program Management, Mandarin, Recruiting, SPSS, Social Media, Facebook, Collaboration, Mentoring, Marketing, Highly detail oriented, Strategic Planning, Human Resources, Marketing Research, Highly responsible, CRM Databases
Education
University of California, Irvine 2010 — 2015
Bachelor's degree
UC Irvine 2010 — 2014
Bachelor's degree
Phenomenex June 2015 - Present
UC Irvine Office of Civic & Community Engagement September 2014 - June 2015
Associated Students of the University of California, Irvine October 2013 - April 2015
AXA Advisors October 2014 - February 2015
UC Irvine Student Housing June 2014 - September 2014
UC Irvine March 2014 - June 2014
UC Irvine June 2012 - June 2014
ARAMARK February 2012 - April 2014
Appsurdity: Quad - Mobilize Your Group October 2013 - March 2014
UC Irvine Student Life & Leadership March 2013 - September 2013
Skills
Leadership, Teamwork, PowerPoint, Research, Event Planning, Violin, Training, Social Networking, Student Development, Computer: Microsoft..., Public Speaking, Customer Service, Ice-skating, Program Management, Mandarin, Recruiting, SPSS, Social Media, Facebook, Collaboration, Mentoring, Marketing, Highly detail oriented, Strategic Planning, Human Resources, Marketing Research, Highly responsible, CRM Databases
Education
University of California, Irvine 2010 — 2015
Bachelor's degree
UC Irvine 2010 — 2014
Bachelor's degree
Kenny Siu's AXA Advisors Experience May 2009 - August 2009
Job Sr. Financial Analyst
Industry Wine and Spirits
Experience
Edrington August 2015 - Present
Footlocker March 2012 - July 2015
IceStone LLC May 2011 - March 2012
Aegis Capital May 2010 - August 2010
Steven Yeh and Associates August 2009 - November 2009
AXA Advisors May 2009 - August 2009
Starbucks Coffee Company September 2006 - August 2008
Skills
Excel, PowerPoint, Photoshop, Quickbooks, SQL, Bloomberg Terminal, Financial Reporting, QuickBooks, Microsoft Excel, Access, Forecasting, Analysis, Financial Analysis
Education
University at Buffalo 2006 — 2011
BS, Finance
State University of New York at Buffalo 2006 — 2010
BS, Finance
Edrington August 2015 - Present
Footlocker March 2012 - July 2015
IceStone LLC May 2011 - March 2012
Aegis Capital May 2010 - August 2010
Steven Yeh and Associates August 2009 - November 2009
AXA Advisors May 2009 - August 2009
Starbucks Coffee Company September 2006 - August 2008
Skills
Excel, PowerPoint, Photoshop, Quickbooks, SQL, Bloomberg Terminal, Financial Reporting, QuickBooks, Microsoft Excel, Access, Forecasting, Analysis, Financial Analysis
Education
University at Buffalo 2006 — 2011
BS, Finance
State University of New York at Buffalo 2006 — 2010
BS, Finance
Edward Paik's AXA Advisors Experience September 2011 - February 2012
Job Assistant Account Executive at Nigro Karlin Segal Feldstein & Bolno LLC
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Austin Jett Austin Jett's AXA Advisors Experience October 2013 - Present
Job Financial Consultant at AXA Advisors (AXA US)
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Chimera Securities June 2012 - July 2013
Independent May 2011 - May 2013
Jett Bee Removal July 2008 - January 2013
Infinity Financial Services April 2011 - May 2012
Real Estate Financial, LLC July 2010 - January 2011
Eco Y Eco (Ecological & Economical) June 2009 - August 2009
Skills
Investments, Equities, Portfolio Management, Fixed Income, Trading, Securities, Alternative Investments, Technical Analysis, Finance, Options, Wealth Management, Strategic Financial..., Estate Planning..., Tax-advantaged..., Annuity Services, Insurance Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
University of California, Berkeley 2007 — 2012
Double Major, B.A. Economics, B.S. Business
AXA Advisors October 2013 - Present
Chimera Securities June 2012 - July 2013
Independent May 2011 - May 2013
Jett Bee Removal July 2008 - January 2013
Infinity Financial Services April 2011 - May 2012
Real Estate Financial, LLC July 2010 - January 2011
Eco Y Eco (Ecological & Economical) June 2009 - August 2009
Skills
Investments, Equities, Portfolio Management, Fixed Income, Trading, Securities, Alternative Investments, Technical Analysis, Finance, Options, Wealth Management, Strategic Financial..., Estate Planning..., Tax-advantaged..., Annuity Services, Insurance Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
University of California, Berkeley 2007 — 2012
Double Major, B.A. Economics, B.S. Business
James Wilder James Wilder's AXA Advisors Experience January 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
National Grid March 2012 - December 2013
University at Buffalo January 2012 - May 2013
Champs Sports October 2010 - May 2013
ValueMailers.com March 2007 - January 2012
Skills
Wealth Management, Financial Planning IAR, Investment Advisory..., Investment Planning, Business Succession..., Business Succession..., Executive Benefits..., Education Planning..., Long-Term Care Planning..., Estate Planning..., Retirement Planning, Retirement Planning..., Retirement Planning..., Financial Services, Financial Strategies, Insurance Planning, Insurance Services, Insurance Strategies, Life Insurance, Annuity Services, Tax-Deferred Investment..., Tax-Efficient Investing..., Client Education, Pension Distribution..., IRA Distribution..., Risk Management, Social Media, Estate Conservation..., 401(k) Distribution...
Education
University at Buffalo 2009 — 2013
Bachelor's degree, Business Administration with Financial Analysis Concentration
AXA Advisors January 2014 - Present
National Grid March 2012 - December 2013
University at Buffalo January 2012 - May 2013
Champs Sports October 2010 - May 2013
ValueMailers.com March 2007 - January 2012
Skills
Wealth Management, Financial Planning IAR, Investment Advisory..., Investment Planning, Business Succession..., Business Succession..., Executive Benefits..., Education Planning..., Long-Term Care Planning..., Estate Planning..., Retirement Planning, Retirement Planning..., Retirement Planning..., Financial Services, Financial Strategies, Insurance Planning, Insurance Services, Insurance Strategies, Life Insurance, Annuity Services, Tax-Deferred Investment..., Tax-Efficient Investing..., Client Education, Pension Distribution..., IRA Distribution..., Risk Management, Social Media, Estate Conservation..., 401(k) Distribution...
Education
University at Buffalo 2009 — 2013
Bachelor's degree, Business Administration with Financial Analysis Concentration
Ryan Timmons CFP® Ryan Timmons CFP®'s AXA Advisors Experience January 2012 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
AXA Advisors May 2007 - Present
AXA Advisors May 2006 - May 2007
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Investment Advisory, Asset Allocation, Portfolio Management
Education
University at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance, General
AXA Advisors January 2012 - Present
AXA Advisors May 2007 - Present
AXA Advisors May 2006 - May 2007
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Investment Advisory, Asset Allocation, Portfolio Management
Education
University at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance, General
Branden Chan Branden Chan's AXA Advisors Experience September 2012 - August 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
Chase October 2013 - January 2014
AXA Advisors September 2012 - August 2013
VIZIO June 2011 - September 2011
Goodwill of Orange County July 2010 - September 2010
Skills
Microsoft Excel, QuickBooks, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Public Speaking, English, Windows, Event Planning, Human Resources
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Major in Business Economics & Minor in Business Management
Chase October 2013 - January 2014
AXA Advisors September 2012 - August 2013
VIZIO June 2011 - September 2011
Goodwill of Orange County July 2010 - September 2010
Skills
Microsoft Excel, QuickBooks, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Public Speaking, English, Windows, Event Planning, Human Resources
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Major in Business Economics & Minor in Business Management
Vanessa Boehm Vanessa Boehm's AXA Advisors Experience July 2007 - September 2009
Job Vice President, Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
Wells Fargo Bank Wealth Management Group June 2011 - November 2012
Lang, Richert & Patch October 2009 - May 2011
AXA Advisors July 2007 - September 2009
Skills
Estate Planning, Wealth Management, Bankruptcy, Trust Management, Investments, Finance, Banking, Real Estate, Credit, Tax, Insurance, Business Planning, Financial Services, Courts, Financial Advisory, High Net Worth..., Restructuring, CRM, Valuation
Education
University of San Diego School of Law 2005 — 2007
Juris Doctorate, Law
University of Arizona 2000 — 2004
B.A. cum laude, Communications w/ Honors (major); General Business (minor)
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
Wells Fargo Bank Wealth Management Group June 2011 - November 2012
Lang, Richert & Patch October 2009 - May 2011
AXA Advisors July 2007 - September 2009
Skills
Estate Planning, Wealth Management, Bankruptcy, Trust Management, Investments, Finance, Banking, Real Estate, Credit, Tax, Insurance, Business Planning, Financial Services, Courts, Financial Advisory, High Net Worth..., Restructuring, CRM, Valuation
Education
University of San Diego School of Law 2005 — 2007
Juris Doctorate, Law
University of Arizona 2000 — 2004
B.A. cum laude, Communications w/ Honors (major); General Business (minor)
Jeremy Broker Jeremy Broker's AXA Advisors Experience September 2002 - February 2010
Job Vice President at Ambrose Employer Group
Industry Financial Services
Experience
Ambrose Employer Group, LLC March 2012 - Present
Opus Connect April 2014 - Present
Fidelity Investments February 2010 - April 2012
AXA Advisors September 2002 - February 2010
Signator Financial Network May 2000 - July 2002
Skills
Employee Benefits..., Financial Analysis, Strategic Financial..., Insurance Planning, Outsourced HR Services, Voluntary Employee..., Financial Advisory, New Business Development, Retirement Plan..., Healthcare Analytics, Employee Wellness..., International Benefits, Client Relationship..., Estate Planning, Employee Benefits, Financial Planners, Executive Management, CRM, Leadership, Finance, Investments, Risk Management, Portfolio Management, Series 7, Asset Management, Human Resources, Financial Planning, Financial Services, Strategy, Mutual Funds, Asset Allocation, Management, Start-ups, Wealth Management
Education
University of California, Los Angeles 1997 — 2001
Ambrose Employer Group, LLC March 2012 - Present
Opus Connect April 2014 - Present
Fidelity Investments February 2010 - April 2012
AXA Advisors September 2002 - February 2010
Signator Financial Network May 2000 - July 2002
Skills
Employee Benefits..., Financial Analysis, Strategic Financial..., Insurance Planning, Outsourced HR Services, Voluntary Employee..., Financial Advisory, New Business Development, Retirement Plan..., Healthcare Analytics, Employee Wellness..., International Benefits, Client Relationship..., Estate Planning, Employee Benefits, Financial Planners, Executive Management, CRM, Leadership, Finance, Investments, Risk Management, Portfolio Management, Series 7, Asset Management, Human Resources, Financial Planning, Financial Services, Strategy, Mutual Funds, Asset Allocation, Management, Start-ups, Wealth Management
Education
University of California, Los Angeles 1997 — 2001
Brenda Avila-Martín Brenda Avila-Martín's AXA Advisors Experience November 2008 - April 2009
Job Property & Acquisition Manager at ATEL Properties, Inc.
Industry Financial Services
Experience
Thompson Peak Capital March 2012 - August 2012
Paramita Investments November 2007 - August 2010
Gemini Partners, Inc. November 2009 - May 2010
AXA Advisors November 2008 - April 2009
TopNet, Inc. March 2008 - October 2008
Skills
Valuation, Investments, Financial Modeling, Business Development, Finance
Education
University of California, Los Angeles 2006 — 2011
B.A.
University of Barcelona
Thompson Peak Capital March 2012 - August 2012
Paramita Investments November 2007 - August 2010
Gemini Partners, Inc. November 2009 - May 2010
AXA Advisors November 2008 - April 2009
TopNet, Inc. March 2008 - October 2008
Skills
Valuation, Investments, Financial Modeling, Business Development, Finance
Education
University of California, Los Angeles 2006 — 2011
B.A.
University of Barcelona
Kevin Anderson Kevin Anderson's AXA Advisors Experience 2004 - 2005
Job Director, Enterprise Sales West at MuleSoft Inc
Industry Computer Software
Experience
MuleSoft Inc November 2014 - Present
MuleSoft Inc May 2013 - October 2014
Salesforce.com January 2011 - April 2013
Dow Jones August 2005 - January 2011
AXA Advisors 2004 - 2005
Skills
Salesforce.com, New Business Development, Lead Generation, Account Management, SaaS
Education
University of Arizona 2001 — 2003
Economics
MuleSoft Inc November 2014 - Present
MuleSoft Inc May 2013 - October 2014
Salesforce.com January 2011 - April 2013
Dow Jones August 2005 - January 2011
AXA Advisors 2004 - 2005
Skills
Salesforce.com, New Business Development, Lead Generation, Account Management, SaaS
Education
University of Arizona 2001 — 2003
Economics
Michael Ketchum, CRC® Michael Ketchum, CRC®'s AXA Advisors Experience May 2002 - January 2004
Job SVP, Regional Investment Sales Manager, BBVA Compass Investment Solutions at BBVA Compass
Industry Financial Services
Experience
BBVA Compass June 2015 - Present
BBVA Compass June 2013 - May 2015
BBVA Compass March 2007 - June 2013
BBVA Compass January 2004 - March 2007
AXA Advisors May 2002 - January 2004
Skills
Series 7, Investments, Banking, Financial Advisory, Series 63, Wealth Management, Series 24, Sales Management, Bloomberg Terminal, Fixed Income, Portfolio Management, Finance, Insurance, Mutual Funds, Retail Banking, Relationship Management, Cross Selling, Training, Fixed Annuities, Retirement, Life Insurance
Education
University of Alabama at Birmingham
BS, Finance
BBVA Compass June 2015 - Present
BBVA Compass June 2013 - May 2015
BBVA Compass March 2007 - June 2013
BBVA Compass January 2004 - March 2007
AXA Advisors May 2002 - January 2004
Skills
Series 7, Investments, Banking, Financial Advisory, Series 63, Wealth Management, Series 24, Sales Management, Bloomberg Terminal, Fixed Income, Portfolio Management, Finance, Insurance, Mutual Funds, Retail Banking, Relationship Management, Cross Selling, Training, Fixed Annuities, Retirement, Life Insurance
Education
University of Alabama at Birmingham
BS, Finance
Liya Xie's AXA Advisors Experience July 2014 - September 2014
Job Communications Associate at PIMCO
Industry Financial Services
Experience
PIMCO June 2015 - Present
CB Capital Partners January 2015 - June 2015
Berkshire Hathaway HomeServices June 2014 - June 2015
University of California, Irvine Extension January 2013 - December 2014
AXA Advisors July 2014 - September 2014
UCI SSARC International Scholars Training Program September 2013 - June 2014
Skills
Public Speaking, Microsoft Excel, PowerPoint, Proactive self-starter, Interpersonal..., Work in A Fast - Paced..., Microsoft Office, Leadership, Time Management, Marketing, S&P Capital IQ
Education
University of California, Irvine 2011 — 2015
Business Economics, Psychology and Social Behavior
PIMCO June 2015 - Present
CB Capital Partners January 2015 - June 2015
Berkshire Hathaway HomeServices June 2014 - June 2015
University of California, Irvine Extension January 2013 - December 2014
AXA Advisors July 2014 - September 2014
UCI SSARC International Scholars Training Program September 2013 - June 2014
Skills
Public Speaking, Microsoft Excel, PowerPoint, Proactive self-starter, Interpersonal..., Work in A Fast - Paced..., Microsoft Office, Leadership, Time Management, Marketing, S&P Capital IQ
Education
University of California, Irvine 2011 — 2015
Business Economics, Psychology and Social Behavior
Hillary Hou Hillary Hou's AXA Advisors Experience June 2013 - July 2013
Job Analyst at Cornerstone Research
Industry
Experience
Cornerstone Research September 2015 - Present
Haas School of Business October 2011 - May 2015
TM Financial Forensics LLC June 2014 - August 2014
GameMix June 2013 - August 2013
AXA Advisors June 2013 - July 2013
Coast Produce Company June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, New Business Development, Event Planning, Microsoft Excel
Education
UC Berkeley 2011 — 2015
Cornerstone Research September 2015 - Present
Haas School of Business October 2011 - May 2015
TM Financial Forensics LLC June 2014 - August 2014
GameMix June 2013 - August 2013
AXA Advisors June 2013 - July 2013
Coast Produce Company June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, New Business Development, Event Planning, Microsoft Excel
Education
UC Berkeley 2011 — 2015
Erica White Erica White's AXA Advisors Experience December 2007 - May 2010
Job Category Account Manager at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery April 2015 - Present
E. & J. Gallo Winery April 2014 - March 2015
E. & J. Gallo Winery March 2011 - March 2014
Windstream Communications June 2010 - March 2011
AXA Advisors December 2007 - May 2010
Skills
Pricing, Microsoft Excel, Cross-functional Team..., Access, Leadership, Social Media, Business Analysis, Microsoft Office, Sales, Forecasting, Microsoft Word, Data Analysis, Market Research, Analysis, Retail, Management, Team Leadership, Project Management, Marketing Strategy, Outlook, Account Management, Competitive Analysis, Financial Analysis, PowerPoint, Marketing, Process Improvement, Strategic Planning, Budgets
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Finance
E. & J. Gallo Winery April 2015 - Present
E. & J. Gallo Winery April 2014 - March 2015
E. & J. Gallo Winery March 2011 - March 2014
Windstream Communications June 2010 - March 2011
AXA Advisors December 2007 - May 2010
Skills
Pricing, Microsoft Excel, Cross-functional Team..., Access, Leadership, Social Media, Business Analysis, Microsoft Office, Sales, Forecasting, Microsoft Word, Data Analysis, Market Research, Analysis, Retail, Management, Team Leadership, Project Management, Marketing Strategy, Outlook, Account Management, Competitive Analysis, Financial Analysis, PowerPoint, Marketing, Process Improvement, Strategic Planning, Budgets
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Finance
Kevin Hong's AXA Advisors Experience July 2012 - September 2012
Job Financial Analyst at FocalPoint Partners, LLC
Industry Financial Services
Experience
FocalPoint Partners, LLC September 2014 - Present
St. Cloud Capital July 2013 - August 2014
UBS Financial Services Inc. August 2012 - June 2013
AXA Advisors July 2012 - September 2012
Skills
PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Social Media Marketing, Accounting, Alternative Investments, Valuation, Data Analysis, Investments, Morningstar, Microsoft Office, Wealth Management, Asset Allocation, Securities, Mutual Funds, Finance, Microsoft Word, Social Networking, Portfolio Management, Asset Management, Customer Service, Equities, Private Equity, Financial Advisory
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics/Psychology
FocalPoint Partners, LLC September 2014 - Present
St. Cloud Capital July 2013 - August 2014
UBS Financial Services Inc. August 2012 - June 2013
AXA Advisors July 2012 - September 2012
Skills
PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Social Media Marketing, Accounting, Alternative Investments, Valuation, Data Analysis, Investments, Morningstar, Microsoft Office, Wealth Management, Asset Allocation, Securities, Mutual Funds, Finance, Microsoft Word, Social Networking, Portfolio Management, Asset Management, Customer Service, Equities, Private Equity, Financial Advisory
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics/Psychology
Phuc Le's AXA Advisors Experience 2005 - 2006
Job EY
Industry Accounting
Experience
EY July 2013 - August 2015
PL Tax Services September 2010 - June 2013
USC Marshall School of Business September 2010 - December 2012
Sustainable Microfarms May 2012 - September 2012
H&R Block Premium January 2008 - August 2010
Clique Pick! 2006 - 2008
AXA Advisors 2005 - 2006
Education
University of California, Berkeley, Haas School of Business
Bachelor’s Degree, Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Corporate Finance & Financial Reporting and Analysis
University of Southern California 2010 — 2012
Graduate Certificate in Financial Analysis and Valuation, Corporate Finance
Grossmont High School
High School
EY July 2013 - August 2015
PL Tax Services September 2010 - June 2013
USC Marshall School of Business September 2010 - December 2012
Sustainable Microfarms May 2012 - September 2012
H&R Block Premium January 2008 - August 2010
Clique Pick! 2006 - 2008
AXA Advisors 2005 - 2006
Education
University of California, Berkeley, Haas School of Business
Bachelor’s Degree, Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Corporate Finance & Financial Reporting and Analysis
University of Southern California 2010 — 2012
Graduate Certificate in Financial Analysis and Valuation, Corporate Finance
Grossmont High School
High School
Jim Sturdy Jim Sturdy's AXA Advisors Experience January 2000 - June 2002
Job CEO at South Florida Acceptance Co.
Industry Banking
Experience
South Florida Acceptance Co. December 2002 - June 2011
AXA Advisors January 2000 - June 2002
JM Family Enterprises April 1994 - June 1999
Ford Motor Credit Company January 1982 - April 1994
Education
University of Arkansas 1976 — 1981
BSBA, Management, Accounting
South Florida Acceptance Co. December 2002 - June 2011
AXA Advisors January 2000 - June 2002
JM Family Enterprises April 1994 - June 1999
Ford Motor Credit Company January 1982 - April 1994
Education
University of Arkansas 1976 — 1981
BSBA, Management, Accounting
Nick Costa Nick Costa's AXA Advisors Experience April 2011 - August 2011
Job National Accounts Manager at Arctic Express
Industry Telecommunications
Experience
Arctic Express December 2014 - Present
Pacific Telemanagment Services October 2011 - Present
AXA Advisors April 2011 - August 2011
The Counter April 2010 - May 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Financial Analysis, Management, PowerPoint, Business Strategy, Strategic Planning
Education
University of California, Los Angeles 2005 — 2010
B.A., History, Economics
Arctic Express December 2014 - Present
Pacific Telemanagment Services October 2011 - Present
AXA Advisors April 2011 - August 2011
The Counter April 2010 - May 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Financial Analysis, Management, PowerPoint, Business Strategy, Strategic Planning
Education
University of California, Los Angeles 2005 — 2010
B.A., History, Economics
Clayton Hamilton Clayton Hamilton's AXA Advisors Experience 2002 - 2009
Job Founding Board Member at Professional Employment and Exploration Resource Services (PEERS
Industry Civic & Social Organization
Experience
Goodwill Industries of Southern Arizona July 2014 - Present
Professional Employment Exploration Resource Service May 2009 - Present
Outside Input, LLC August 1994 - Present
Pima County Workforce Investment Board June 2008 - August 2012
MetLife June 2009 - February 2012
AXA Advisors 2002 - 2009
City of Tucson Technology Policy Advisory Committee January 2003 - January 2007
Hamilton Aviation January 1993 - January 2001
City of Tucson January 1984 - January 1994
Integrated Data Corporation January 1978 - May 1982
Skills
Public Speaking, Strategic Planning, Small Business, Insurance, Program Management, Financial Advisory, Contract Negotiation, Project Planning, Leadership, Policy, Training, Negotiation, Management, Organizational..., Research, Fundraising, Nonprofits, Financial Analysis, Sales, Process Improvement, Leadership Development, Human Resources, Business Development, Marketing, Employee Relations, Data Analysis, Analysis, Community Outreach, Event Planning, Finance, Public Relations, Social Networking, Strategy, Coaching, Grant Writing, Budgets, Business Planning, Government, Entrepreneurship, Employee Benefits, Team Building, Recruiting, Conflict Resolution, Access, Community Development, Program Development, Team Leadership, Workshop Facilitation, Staff Development, Proposal Writing
Education
University of Arizona, Eller College of Management 1990 — 1993
Bachelor of Science Business Administration, Entrepreneurship/Entrepreneurial Studies
Goodwill Industries of Southern Arizona July 2014 - Present
Professional Employment Exploration Resource Service May 2009 - Present
Outside Input, LLC August 1994 - Present
Pima County Workforce Investment Board June 2008 - August 2012
MetLife June 2009 - February 2012
AXA Advisors 2002 - 2009
City of Tucson Technology Policy Advisory Committee January 2003 - January 2007
Hamilton Aviation January 1993 - January 2001
City of Tucson January 1984 - January 1994
Integrated Data Corporation January 1978 - May 1982
Skills
Public Speaking, Strategic Planning, Small Business, Insurance, Program Management, Financial Advisory, Contract Negotiation, Project Planning, Leadership, Policy, Training, Negotiation, Management, Organizational..., Research, Fundraising, Nonprofits, Financial Analysis, Sales, Process Improvement, Leadership Development, Human Resources, Business Development, Marketing, Employee Relations, Data Analysis, Analysis, Community Outreach, Event Planning, Finance, Public Relations, Social Networking, Strategy, Coaching, Grant Writing, Budgets, Business Planning, Government, Entrepreneurship, Employee Benefits, Team Building, Recruiting, Conflict Resolution, Access, Community Development, Program Development, Team Leadership, Workshop Facilitation, Staff Development, Proposal Writing
Education
University of Arizona, Eller College of Management 1990 — 1993
Bachelor of Science Business Administration, Entrepreneurship/Entrepreneurial Studies
Erin M. Batten Erin M. Batten's AXA Advisors Experience October 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Accounting
Experience
AXA Advisors October 2013 - Present
Brody Weiss Zucarelli and Urbanek September 2011 - October 2013
Gaines Kriner Elliott LLP October 2007 - May 2011
Skills
Financial Services, Personal Financial..., Life Insurance, Retirement Planning, Finance, Long-term Care, Tax, Disability Insurance, Tax Planning, College Education..., Estate Tax Planning, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Corporate Tax, Accounting, Wealth Management, 401k Distribution...
Education
University at Buffalo 2002 — 2006
Bachelor of Science (B.S.), Accounting
Williamsville East High School 1998 — 2002
AXA Advisors October 2013 - Present
Brody Weiss Zucarelli and Urbanek September 2011 - October 2013
Gaines Kriner Elliott LLP October 2007 - May 2011
Skills
Financial Services, Personal Financial..., Life Insurance, Retirement Planning, Finance, Long-term Care, Tax, Disability Insurance, Tax Planning, College Education..., Estate Tax Planning, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Corporate Tax, Accounting, Wealth Management, 401k Distribution...
Education
University at Buffalo 2002 — 2006
Bachelor of Science (B.S.), Accounting
Williamsville East High School 1998 — 2002
Adam Brunner Adam Brunner's AXA Advisors Experience August 2006 - Present
Job Vice President / Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2006 - Present
AXA Advisors September 2002 - Present
Skills
Investments, Finance, Insurance, Retirement Planning, Financial Planning, Sales, Strategic Planning, Microsoft Excel, Wealth Management, Management, Recruiting, Taxes, Estate Planning, Estate Tax Planning, Wealth Preservation..., Wealth Accumulation, College Education...
Education
University at Buffalo 1998 — 2002
Bachelors of Science - Concentration in Finance, Business Administration and Management, General
Clarence High School 1995 — 1998
High School, Business Administration and Management, General
AXA Advisors August 2006 - Present
AXA Advisors September 2002 - Present
Skills
Investments, Finance, Insurance, Retirement Planning, Financial Planning, Sales, Strategic Planning, Microsoft Excel, Wealth Management, Management, Recruiting, Taxes, Estate Planning, Estate Tax Planning, Wealth Preservation..., Wealth Accumulation, College Education...
Education
University at Buffalo 1998 — 2002
Bachelors of Science - Concentration in Finance, Business Administration and Management, General
Clarence High School 1995 — 1998
High School, Business Administration and Management, General
Sara Lovell Sara Lovell's AXA Advisors Experience November 2013 - May 2014
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
Emoni Green Emoni Green's AXA Advisors Experience April 2012 - June 2012
Job Accounts Payable Specialist at The Management Trust
Industry Accounting
Experience
The Management Trust April 2014 - Present
Aramark June 2013 - March 2014
Holiness Ministries Coalition June 2011 - January 2014
Panda Restaurant Group August 2011 - June 2013
Epsilon Sigma Chapter, Kappa Alpha Theta December 2011 - January 2013
AXA Advisors April 2012 - June 2012
Christian Non Profit October 2007 - September 2011
Skills
Leadership, Social Networking, Microsoft Office, Microsoft Excel, Data Entry, PowerPoint, Customer Service, Microsoft Word, Time Management, Teamwork, Management, Word, Marketing
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (BS), Business/Managerial Economics, 3.3
The Management Trust April 2014 - Present
Aramark June 2013 - March 2014
Holiness Ministries Coalition June 2011 - January 2014
Panda Restaurant Group August 2011 - June 2013
Epsilon Sigma Chapter, Kappa Alpha Theta December 2011 - January 2013
AXA Advisors April 2012 - June 2012
Christian Non Profit October 2007 - September 2011
Skills
Leadership, Social Networking, Microsoft Office, Microsoft Excel, Data Entry, PowerPoint, Customer Service, Microsoft Word, Time Management, Teamwork, Management, Word, Marketing
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (BS), Business/Managerial Economics, 3.3
Clifford Kim, CLU Clifford Kim, CLU's AXA Advisors Experience March 2001 - April 2010
Job Managing Director, The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America August 2011 - Present
One Financial Group April 2010 - August 2011
AXA Advisors March 2001 - April 2010
Deutsche Bank February 1995 - May 2000
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Financial Analysis, FINRA, Leadership, Training, Sales Management, Strategic Planning
Education
UC Irvine 1985 — 1989
Bachelor's degree, economics
The Prudential Insurance Company of America August 2011 - Present
One Financial Group April 2010 - August 2011
AXA Advisors March 2001 - April 2010
Deutsche Bank February 1995 - May 2000
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Financial Analysis, FINRA, Leadership, Training, Sales Management, Strategic Planning
Education
UC Irvine 1985 — 1989
Bachelor's degree, economics
Lola Morales Lola Morales's AXA Advisors Experience March 2011 - June 2011
Job Accounts Receivable Specialist at MarmolRadziner
Industry Accounting
Experience
Marmol-Radziner June 2013 - Present
CashCall March 2012 - May 2012
AXA Advisors March 2011 - June 2011
UC Irvine CAMP Office March 2010 - December 2010
Education
University of California, Irvine 2008 — 2012
Mathematics, Economics
Marmol-Radziner June 2013 - Present
CashCall March 2012 - May 2012
AXA Advisors March 2011 - June 2011
UC Irvine CAMP Office March 2010 - December 2010
Education
University of California, Irvine 2008 — 2012
Mathematics, Economics
Anson Choi's AXA Advisors Experience March 2011 - June 2011
Job Financial Analyst at GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation November 2013 - Present
Logic Consulting Group, LLC December 2012 - November 2013
GE Aviation September 2012 - December 2012
UC Irvine The Paul Merage School of Business May 2012 - December 2012
Pathway Capital Management January 2012 - August 2012
FunMobility July 2011 - October 2011
AXA Advisors March 2011 - June 2011
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, Accounting
GE Aviation November 2013 - Present
Logic Consulting Group, LLC December 2012 - November 2013
GE Aviation September 2012 - December 2012
UC Irvine The Paul Merage School of Business May 2012 - December 2012
Pathway Capital Management January 2012 - August 2012
FunMobility July 2011 - October 2011
AXA Advisors March 2011 - June 2011
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, Accounting
Seth Glass Seth Glass's AXA Advisors Experience May 2012 - Present
Job Trade Support at Merrill Lynch
Industry Investment Management
Experience
AXA Advisors May 2012 - Present
Duebook LLC April 2011 - March 2012
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Economics, Asset Managment, Risk Management
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Business Economics, 3.4
AXA Advisors May 2012 - Present
Duebook LLC April 2011 - March 2012
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Economics, Asset Managment, Risk Management
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Business Economics, 3.4
Kevin Shiltz's AXA Advisors Experience June 2007 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
Education
University at Buffalo 2003 — 2007
BS, Business Administration
AXA Advisors June 2007 - Present
Education
University at Buffalo 2003 — 2007
BS, Business Administration
Jeffrey Bazensky, MBA Jeffrey Bazensky, MBA's AXA Advisors Experience August 2012 - April 2015
Job Trade Finance
Industry Financial Services
Experience
TradeRiver USA May 2015 - Present
AXA Advisors August 2012 - April 2015
Transamerica Life & Protection December 2008 - December 2011
AEGON February 2007 - November 2008
TeleCommunication Systems March 2006 - October 2006
Custom Dinette Center September 1997 - March 2006
United States Navy September 1993 - September 1995
Education
University of Baltimore Merrick School of Business 2008 — 2011
MBA, Leadership and Organizational Change
University of Baltimore 2003 — 2006
BS, Business Administration
TradeRiver USA May 2015 - Present
AXA Advisors August 2012 - April 2015
Transamerica Life & Protection December 2008 - December 2011
AEGON February 2007 - November 2008
TeleCommunication Systems March 2006 - October 2006
Custom Dinette Center September 1997 - March 2006
United States Navy September 1993 - September 1995
Education
University of Baltimore Merrick School of Business 2008 — 2011
MBA, Leadership and Organizational Change
University of Baltimore 2003 — 2006
BS, Business Administration
Phillip Larrea Phillip Larrea's AXA Advisors Experience January 2002 - June 2011
Job Author, Editor, Instructor, Columnist
Industry Writing and Editing
Experience
Phillip Larrea June 2010 - Present
Examiner.com June 2010 - Present
AXA Advisors January 2002 - June 2011
AXA Advisors January 2001 - June 2011
Barnes & Noble January 1982 - January 2001
Skills
Writing, Economics, Public Speaking, Newsletters, Research, Editing, Copy Editing, Copywriting, Press Releases, Creative Writing, Social Media, Blogging, Publishing, Proofreading, Books, Editorial, Magazines, Publications, Storytelling, Poetry, Web Content, Content Development, Journalism, Feature Articles, Facebook, News Writing, Social Networking, Content Management, Freelance Writing, Media Relations, Published Author, Corporate Communications, Technical Writing, Translation, Public Relations, Content Strategy, Speech Writing, Publicity, Ghostwriting, Social Media Marketing, Strategic Communications, Newspapers, Magazine Articles, Literature, Content Writing, Creative Writer, Politics, Marketing Copy, AP Style, Online Publishing
Education
University of California, Berkeley
English/Theater
Phillip Larrea June 2010 - Present
Examiner.com June 2010 - Present
AXA Advisors January 2002 - June 2011
AXA Advisors January 2001 - June 2011
Barnes & Noble January 1982 - January 2001
Skills
Writing, Economics, Public Speaking, Newsletters, Research, Editing, Copy Editing, Copywriting, Press Releases, Creative Writing, Social Media, Blogging, Publishing, Proofreading, Books, Editorial, Magazines, Publications, Storytelling, Poetry, Web Content, Content Development, Journalism, Feature Articles, Facebook, News Writing, Social Networking, Content Management, Freelance Writing, Media Relations, Published Author, Corporate Communications, Technical Writing, Translation, Public Relations, Content Strategy, Speech Writing, Publicity, Ghostwriting, Social Media Marketing, Strategic Communications, Newspapers, Magazine Articles, Literature, Content Writing, Creative Writer, Politics, Marketing Copy, AP Style, Online Publishing
Education
University of California, Berkeley
English/Theater
Gregory Muir Gregory Muir's AXA Advisors Experience May 2007 - September 2008
Job Director of Sales
Industry E-Learning
Experience
TesTeachers September 2008 - Present
AXA Advisors May 2007 - September 2008
Skills
Insurance, Series 7, Customer Service, Public Speaking, Cold Calling, Sales, Mutual Funds, Investments, Account Management, Social Media, Series 63, Life Insurance, Microsoft Office, Wealth Management, Asset Managment, Salesforce.com, Fixed Annuities, Retirement, Financial Analysis, Sales Process, Leadership, New Business Development, Relationship Management, Strategic Financial..., Outside Sales, Health Insurance, Financial Planners, Retirement Planning, Loans, Disability Insurance, Direct Sales, Lead Generation, Financial Modeling, Sales Management, Marketing, Customer Retention, Building Relationships, Small Business, Business Development, Employee Benefits, Sales Operations, CRM, Training
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Finance
TesTeachers September 2008 - Present
AXA Advisors May 2007 - September 2008
Skills
Insurance, Series 7, Customer Service, Public Speaking, Cold Calling, Sales, Mutual Funds, Investments, Account Management, Social Media, Series 63, Life Insurance, Microsoft Office, Wealth Management, Asset Managment, Salesforce.com, Fixed Annuities, Retirement, Financial Analysis, Sales Process, Leadership, New Business Development, Relationship Management, Strategic Financial..., Outside Sales, Health Insurance, Financial Planners, Retirement Planning, Loans, Disability Insurance, Direct Sales, Lead Generation, Financial Modeling, Sales Management, Marketing, Customer Retention, Building Relationships, Small Business, Business Development, Employee Benefits, Sales Operations, CRM, Training
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Finance
Donald Plant's AXA Advisors Experience September 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Lester Law Firm, PLLC June 2013 - July 2013
Fayetteville Chamber of Commerce August 2012 - December 2012
Fayetteville Athletic Club May 2011 - September 2012
Skills
Financial Planning, Tax-efficient..., Wealth Accumulation, Client Education
Education
University of Arkansas 2009 — 2013
Bachelor of Arts (B.A.) Political Science, Political Science
Plano West Sr. HS 2007 — 2009
AXA Advisors September 2014 - Present
Lester Law Firm, PLLC June 2013 - July 2013
Fayetteville Chamber of Commerce August 2012 - December 2012
Fayetteville Athletic Club May 2011 - September 2012
Skills
Financial Planning, Tax-efficient..., Wealth Accumulation, Client Education
Education
University of Arkansas 2009 — 2013
Bachelor of Arts (B.A.) Political Science, Political Science
Plano West Sr. HS 2007 — 2009
Casey R. Murray Casey R. Murray's AXA Advisors Experience July 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
Safetec of America, Inc. July 2009 - July 2012
Premier Wine and Spirits October 2007 - July 2012
Skills
Wealth Management, Insurance Planning, IRA Distribution..., 401(k) Distribution..., Education Planning..., Business Succession..., Estate Planning..., Long-term Care Planning...
Education
University at Buffalo 2006 — 2009
Bachelor of Arts (BA), Chemistry
Greece Arcadia
AXA Advisors July 2012 - Present
Safetec of America, Inc. July 2009 - July 2012
Premier Wine and Spirits October 2007 - July 2012
Skills
Wealth Management, Insurance Planning, IRA Distribution..., 401(k) Distribution..., Education Planning..., Business Succession..., Estate Planning..., Long-term Care Planning...
Education
University at Buffalo 2006 — 2009
Bachelor of Arts (BA), Chemistry
Greece Arcadia
Austin Graff Austin Graff's AXA Advisors Experience June 2012 - May 2014
Job Director of Retirement Strategies serving Physicians ✔ Engineers ✔ Business Owners ✔ and Families ✔
Industry Financial Services
Experience
Southwest Wealth Strategies June 2014 - Present
AXA Advisors June 2012 - May 2014
Wells Fargo July 2009 - January 2010
Skills
Finance, Insurance, Financial Analysis, Investments, Accounting, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Financial Reporting, Credit, Banking, Cash Management, Estate Planning, Financial Planners, Loans, Financial Services, Financial Accounting
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Shadow Mountain High School 2005 — 2008
Southwest Wealth Strategies June 2014 - Present
AXA Advisors June 2012 - May 2014
Wells Fargo July 2009 - January 2010
Skills
Finance, Insurance, Financial Analysis, Investments, Accounting, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Financial Reporting, Credit, Banking, Cash Management, Estate Planning, Financial Planners, Loans, Financial Services, Financial Accounting
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Shadow Mountain High School 2005 — 2008
Brennan LaPorte Brennan LaPorte's AXA Advisors Experience May 2014 - May 2015
Job Financial Professional at SummitWealth Partners specializing in Retirement Planning and Wealth Management
Industry Financial Services
Experience
SummitWealth Partners June 2015 - Present
AXA Advisors May 2014 - May 2015
University of Alabama 2012 - November 2012
Color Me Mine May 2011 - August 2012
Skills
Leadership, Teamwork, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking
Education
University of Alabama 2012 — 2015
Bachelor of Science (BS), Finance, 4.0
University of Alabama 2012 — 2015
Bachelor of Science (BS), Economics, 4.0
SummitWealth Partners June 2015 - Present
AXA Advisors May 2014 - May 2015
University of Alabama 2012 - November 2012
Color Me Mine May 2011 - August 2012
Skills
Leadership, Teamwork, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking
Education
University of Alabama 2012 — 2015
Bachelor of Science (BS), Finance, 4.0
University of Alabama 2012 — 2015
Bachelor of Science (BS), Economics, 4.0
Grace Gu's AXA Advisors Experience September 2014 - December 2014
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
Deloitte June 2015 - August 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Basic Financial..., Statistical Data..., Photoshop
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Mathematics Economics
Nanjing Foreign Language School
High School Diploma
Deloitte June 2015 - August 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Basic Financial..., Statistical Data..., Photoshop
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Mathematics Economics
Nanjing Foreign Language School
High School Diploma
Haoran Wang Haoran Wang's AXA Advisors Experience April 2014 - June 2014
Job Student at University of California, Los Angeles
Industry Internet
Experience
AXA Advisors April 2014 - June 2014
China Merchants Bank June 2013 - August 2013
Skills
Customer Service, Microsoft Excel, R, SQL, E-commerce, Entrepreneurship, Microsoft Word, Research, Teamwork, Public Speaking, English, Event Planning, PowerPoint, Mandarin, Excel Pivot, SAS, Stata, SPSS, Data Analysis, Advertising, Project Management, Marketing, Social Media, Microsoft Office, Market Research, Social Media Marketing
Education
UCLA
Bachelor of Science (B.S.), Statistics
AXA Advisors April 2014 - June 2014
China Merchants Bank June 2013 - August 2013
Skills
Customer Service, Microsoft Excel, R, SQL, E-commerce, Entrepreneurship, Microsoft Word, Research, Teamwork, Public Speaking, English, Event Planning, PowerPoint, Mandarin, Excel Pivot, SAS, Stata, SPSS, Data Analysis, Advertising, Project Management, Marketing, Social Media, Microsoft Office, Market Research, Social Media Marketing
Education
UCLA
Bachelor of Science (B.S.), Statistics
Allen Little's AXA Advisors Experience October 2010 - October 2012
Job Director of Operations at AIG
Industry Insurance
Experience
AIG April 2014 - Present
MetLife October 2012 - April 2014
AXA Advisors October 2010 - October 2012
Regions Financial Corporation 2008 - 2010
American Greetings 1998 - 2001
Skills
Series 7, Series 63, Series 24, Investments, Compliance, Operations Management, Retirement Planning
Education
University of Alabama at Birmingham 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
AIG April 2014 - Present
MetLife October 2012 - April 2014
AXA Advisors October 2010 - October 2012
Regions Financial Corporation 2008 - 2010
American Greetings 1998 - 2001
Skills
Series 7, Series 63, Series 24, Investments, Compliance, Operations Management, Retirement Planning
Education
University of Alabama at Birmingham 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Victoria Obot Victoria Obot's AXA Advisors Experience September 2015 - Present
Job Trainee at AXA Advisors
Industry Legal Services
Experience
AXA Advisors September 2015 - Present
Frenkel Lambert Weiss Weisman & Gordon July 2013 - September 2015
University at Buffalo Libraries September 2010 - June 2014
Skills
Research, Teaching, Higher Education, Editing, Public Speaking, Microsoft Office, Community Outreach, Customer Service, PowerPoint, Motions, Marketing, Organizational...
Education
University at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.2
Lockport High School 2007 — 2010
Diploma, General Studies, 3.75
AXA Advisors September 2015 - Present
Frenkel Lambert Weiss Weisman & Gordon July 2013 - September 2015
University at Buffalo Libraries September 2010 - June 2014
Skills
Research, Teaching, Higher Education, Editing, Public Speaking, Microsoft Office, Community Outreach, Customer Service, PowerPoint, Motions, Marketing, Organizational...
Education
University at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.2
Lockport High School 2007 — 2010
Diploma, General Studies, 3.75
Duke Hunt CFP® ChFC Duke Hunt CFP® ChFC's AXA Advisors Experience 2009 - 2012
Job Registered Principal and Financial Advisor at Capital City Investments and Insurance
Industry Financial Services
Experience
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
Jacob Shaver's AXA Advisors Experience February 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Brookfield Country Club August 2010 - October 2014
Skills
Wealth Management, Wealth Preservation..., Investment Strategies, Investment Planning, Financial Services, Financial Strategies, Insurance Planning, Long-term Care Planning, Estate Planning, Retirement Planning, Business Succession..., Executive Benefit..., Education Planning, Education Strategies, Client Education, Social Media, Risk Management, Estate Conservation..., Tax-efficient Investing..., Tax-deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Business Administration and Management, Concentration in Finance
AXA Advisors February 2015 - Present
Brookfield Country Club August 2010 - October 2014
Skills
Wealth Management, Wealth Preservation..., Investment Strategies, Investment Planning, Financial Services, Financial Strategies, Insurance Planning, Long-term Care Planning, Estate Planning, Retirement Planning, Business Succession..., Executive Benefit..., Education Planning, Education Strategies, Client Education, Social Media, Risk Management, Estate Conservation..., Tax-efficient Investing..., Tax-deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Business Administration and Management, Concentration in Finance
Kabir Chopra's AXA Advisors Experience March 2013 - July 2013
Job HR and Benefits Advisor at Zenefits
Industry Insurance
Experience
Zenefits June 2015 - Present
Aflac August 2013 - May 2015
AXA Advisors March 2013 - July 2013
Pima Eye Institute June 2010 - August 2010
University of Arizona Bookstore August 2008 - May 2010
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Building Relationships, Data Analysis, Healthcare, Access, Sales, Finance, Leadership, Customer Service, Training
Education
University of Arizona 2008 — 2012
Bachelor of Science, Cell/Cellular and Molecular Biology
Zenefits June 2015 - Present
Aflac August 2013 - May 2015
AXA Advisors March 2013 - July 2013
Pima Eye Institute June 2010 - August 2010
University of Arizona Bookstore August 2008 - May 2010
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Building Relationships, Data Analysis, Healthcare, Access, Sales, Finance, Leadership, Customer Service, Training
Education
University of Arizona 2008 — 2012
Bachelor of Science, Cell/Cellular and Molecular Biology
Samantha Gage Samantha Gage's AXA Advisors Experience August 2015 - Present
Job Extern at AXA Advisors
Industry
Experience
Eller Cohort Advisory Board September 2015 - Present
AXA Advisors August 2015 - Present
InstaEDU July 2015 - Present
NFP June 2015 - June 2015
Alpha Delta Pi Sorority January 2015 - May 2015
The Gage Law Firm PLLC June 2014 - August 2014
Desert Gymcats Gymnastics June 2014 - August 2014
The Cottage October 2011 - November 2012
Skills
Microsoft Excel, Microsoft Word, Data Analysis, Data Entry, Business Analysis, Social Media, Customer Service, Social Networking, Teamwork, Time Management, Leadership, Communication
Education
University of Arizona 2014 — 2017
Finance and Management Information Systems, Junior
La Jolla Country Day School 2011 — 2013
High School
The Meadows School 2009 — 2011
High School
Eller Cohort Advisory Board September 2015 - Present
AXA Advisors August 2015 - Present
InstaEDU July 2015 - Present
NFP June 2015 - June 2015
Alpha Delta Pi Sorority January 2015 - May 2015
The Gage Law Firm PLLC June 2014 - August 2014
Desert Gymcats Gymnastics June 2014 - August 2014
The Cottage October 2011 - November 2012
Skills
Microsoft Excel, Microsoft Word, Data Analysis, Data Entry, Business Analysis, Social Media, Customer Service, Social Networking, Teamwork, Time Management, Leadership, Communication
Education
University of Arizona 2014 — 2017
Finance and Management Information Systems, Junior
La Jolla Country Day School 2011 — 2013
High School
The Meadows School 2009 — 2011
High School
Shawn Perona's AXA Advisors Experience May 2014 - Present
Job Financial Consultant at AXA Advisors where I help educate on 401k benefits and comprehensive retirement plans.
Industry Financial Services
Experience
Eller Professional Association of Phoenix December 2014 - Present
Phi Gamma Delta September 2014 - Present
AXA Advisors May 2014 - Present
Spotify January 2014 - May 2014
InterFraternity Council December 2012 - December 2013
AXA Advisors May 2013 - August 2013
Future Leaders in Finance Club November 2012 - May 2013
VCuffs January 2013 - March 2013
Able Financial Group, LLC May 2012 - August 2012
Phi Gamma Delta Fraternity August 2010 - June 2012
Skills
Leadership, Social Media, Retirement Planning, Asset Management, Risk Management, College Education..., Marketing, Sales, Management, Customer Service, Microsoft Excel, Social Networking, Start-ups, Social Media Marketing, Event Planning, Public Speaking, Finance, Facebook, Entrepreneurship, Fundraising, Strategic Planning, Team Building, Customer Relations
Education
University of Arizona 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Horizon High School 2005 — 2009
General
Eller Professional Association of Phoenix December 2014 - Present
Phi Gamma Delta September 2014 - Present
AXA Advisors May 2014 - Present
Spotify January 2014 - May 2014
InterFraternity Council December 2012 - December 2013
AXA Advisors May 2013 - August 2013
Future Leaders in Finance Club November 2012 - May 2013
VCuffs January 2013 - March 2013
Able Financial Group, LLC May 2012 - August 2012
Phi Gamma Delta Fraternity August 2010 - June 2012
Skills
Leadership, Social Media, Retirement Planning, Asset Management, Risk Management, College Education..., Marketing, Sales, Management, Customer Service, Microsoft Excel, Social Networking, Start-ups, Social Media Marketing, Event Planning, Public Speaking, Finance, Facebook, Entrepreneurship, Fundraising, Strategic Planning, Team Building, Customer Relations
Education
University of Arizona 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Horizon High School 2005 — 2009
General
Amy Sigmon Amy Sigmon's AXA Advisors Experience August 2014 - Present
Job Account Specialist at The Standard
Industry Financial Services
Experience
The Standard March 2015 - Present
AXA Advisors August 2014 - Present
New York Life Insurance Company September 2013 - July 2014
New York Life Insurance Company January 2010 - September 2013
Skills
Customer Service, Insurance, Human Resources, Management, Life Insurance, Policy Analysis, Recruiting, Marketing, Interviewing Skills, Data Entry, Cold Calling, Fundraising, Sales, Fixed Annuities
Education
University of Baltimore Merrick School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Specialization in Human Resource Management
Parkville High School 2005 — 2009
Magnet Program: Center of Mathmatics, Science, and Computer Science.
2-15 Life, Health, and Variable Annuity License
LOMA 281
The Standard March 2015 - Present
AXA Advisors August 2014 - Present
New York Life Insurance Company September 2013 - July 2014
New York Life Insurance Company January 2010 - September 2013
Skills
Customer Service, Insurance, Human Resources, Management, Life Insurance, Policy Analysis, Recruiting, Marketing, Interviewing Skills, Data Entry, Cold Calling, Fundraising, Sales, Fixed Annuities
Education
University of Baltimore Merrick School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Specialization in Human Resource Management
Parkville High School 2005 — 2009
Magnet Program: Center of Mathmatics, Science, and Computer Science.
2-15 Life, Health, and Variable Annuity License
LOMA 281
Jacqueline Lucas Jacqueline Lucas's AXA Advisors Experience February 2004 - December 2006
Job Director, International Professional Development at LIMRA
Industry Financial Services
Experience
LL Global, Inc May 2011 - Present
AXA Equitable May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors February 2004 - December 2006
AXA Advisors March 2002 - February 2004
AXA Advisors October 1998 - March 2002
Stein Mart September 1997 - October 1998
Rovans Bakery August 1995 - August 1997
The Arizona Biltmore August 1991 - January 1995
Education
ASTD 2010 — 2010
Training Certification, Training Preparation, Presentation, and Facilitation
Other Relevant Experience & Skills
University of Arizona 1987 — 1991
Bachelors of Arts, Economic History of Third World Nations
LL Global, Inc May 2011 - Present
AXA Equitable May 2010 - December 2010
AXA Equitable January 2007 - May 2010
AXA Advisors February 2004 - December 2006
AXA Advisors March 2002 - February 2004
AXA Advisors October 1998 - March 2002
Stein Mart September 1997 - October 1998
Rovans Bakery August 1995 - August 1997
The Arizona Biltmore August 1991 - January 1995
Education
ASTD 2010 — 2010
Training Certification, Training Preparation, Presentation, and Facilitation
Other Relevant Experience & Skills
University of Arizona 1987 — 1991
Bachelors of Arts, Economic History of Third World Nations
Ashley Boiseau Ashley Boiseau's AXA Advisors Experience May 2014 - May 2015
Job Graduate of the University of Arizona
Industry Higher Education
Experience
Village Health Clubs & Spas May 2012 - September 2015
AXA Advisors May 2014 - May 2015
Village Health Clubs & Spas May 2013 - August 2013
Trojan Transport Inc. May 2013 - August 2013
Arizona Science Center May 2012 - August 2012
Skills
Public Speaking, Customer Service, Teamwork, Leadership, Nonprofits, Microsoft Office, Organization, Project Management, Presentations, Motivated self-starter, Microsoft Excel, QuickBooks, Training, Data Entry, Highly personable, PowerPoint, Research, Interpersonal Skill, Positive Energy
Education
University of Arizona 2011 — 2015
Bachelor of Science in Business Administration, Business Management, Finance Certificate, 3.3
Chaparral High School 2007 — 2011
3.9
Village Health Clubs & Spas May 2012 - September 2015
AXA Advisors May 2014 - May 2015
Village Health Clubs & Spas May 2013 - August 2013
Trojan Transport Inc. May 2013 - August 2013
Arizona Science Center May 2012 - August 2012
Skills
Public Speaking, Customer Service, Teamwork, Leadership, Nonprofits, Microsoft Office, Organization, Project Management, Presentations, Motivated self-starter, Microsoft Excel, QuickBooks, Training, Data Entry, Highly personable, PowerPoint, Research, Interpersonal Skill, Positive Energy
Education
University of Arizona 2011 — 2015
Bachelor of Science in Business Administration, Business Management, Finance Certificate, 3.3
Chaparral High School 2007 — 2011
3.9
Nicholas Garcia Nicholas Garcia's AXA Advisors Experience June 2012 - November 2013
Job Financial Advisor at Morling Financial Advisors
Industry Financial Services
Experience
Morling Financial Advisors September 2014 - Present
MassMutual Financial Group March 2014 - September 2014
SigFig 2014 - 2014
AXA Advisors June 2012 - November 2013
RMH Investment Management, LLC September 2010 - May 2012
UPS Store November 2009 - January 2012
Skills
Financial Analysis, Porfolio Performance..., Mastered Charles Schwab..., Advanced coursework in..., Market Research, Management, Finance, Analysis, Sales, Investments, Microsoft Excel, Portfolio Management, PowerPoint, Sales Management, Leadership, Accounting, Access, Time Management
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science, Business Administration- Finance
Monte Vista High School
Morling Financial Advisors September 2014 - Present
MassMutual Financial Group March 2014 - September 2014
SigFig 2014 - 2014
AXA Advisors June 2012 - November 2013
RMH Investment Management, LLC September 2010 - May 2012
UPS Store November 2009 - January 2012
Skills
Financial Analysis, Porfolio Performance..., Mastered Charles Schwab..., Advanced coursework in..., Market Research, Management, Finance, Analysis, Sales, Investments, Microsoft Excel, Portfolio Management, PowerPoint, Sales Management, Leadership, Accounting, Access, Time Management
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science, Business Administration- Finance
Monte Vista High School
Karla Pasos Karla Pasos's AXA Advisors Experience February 2003 - April 2005
Job Knowledge Management Analyst at Green Dot Public Schools
Industry Primary/Secondary Education
Experience
Green Dot Public Schools July 2015 - Present
Green Dot Public Schools July 2012 - July 2015
Schools That Can June 2012 - June 2013
LA Alliance March 2010 - June 2011
RAPP - Los Angeles 2008 - 2010
VW Credit, Inc./Volkswagen of America/Audi of America September 2006 - December 2007
AXA Advisors February 2003 - April 2005
Skills
Spanish, Translation, Photography, Integrated Marketing, Social Media, Marketing, Email Marketing, Digital Marketing, Marketing Communications, Advertising, Online Marketing, Public Relations, Management, Direct Mail, Online Advertising, Social Networking, Market Research, Facebook, SEO, Nonprofits, Blogging, Strategic Communications, Fundraising, Leadership, Digital Media, Strategy, Media Relations, Social Media Marketing, Public Speaking, Marketing Strategy, Event Planning
Education
University of Southern California 2010 — 2012
Master's degree, Education
University of California, Los Angeles 2004 — 2006
Bachelor, IDS
Green Dot Public Schools July 2015 - Present
Green Dot Public Schools July 2012 - July 2015
Schools That Can June 2012 - June 2013
LA Alliance March 2010 - June 2011
RAPP - Los Angeles 2008 - 2010
VW Credit, Inc./Volkswagen of America/Audi of America September 2006 - December 2007
AXA Advisors February 2003 - April 2005
Skills
Spanish, Translation, Photography, Integrated Marketing, Social Media, Marketing, Email Marketing, Digital Marketing, Marketing Communications, Advertising, Online Marketing, Public Relations, Management, Direct Mail, Online Advertising, Social Networking, Market Research, Facebook, SEO, Nonprofits, Blogging, Strategic Communications, Fundraising, Leadership, Digital Media, Strategy, Media Relations, Social Media Marketing, Public Speaking, Marketing Strategy, Event Planning
Education
University of Southern California 2010 — 2012
Master's degree, Education
University of California, Los Angeles 2004 — 2006
Bachelor, IDS
Holly Drew Holly Drew's AXA Advisors Experience March 2014 - September 2014
Job Hospice Care Consultant
Industry Hospital & Health Care
Experience
Hospice Compassus June 2015 - Present
Farmers Insurance October 2014 - Present
AXA Advisors March 2014 - September 2014
DEERFOOT PET SALON, LLC May 2007 - April 2014
SYFR January 2002 - May 2007
Deerfoot Animal Clinic January 2002 - January 2007
Teacher Technology Systems June 1998 - August 2002
Skills
Pets, Sales, Management, Veterinary Medicine, Dogs, Veterinary, Advertising, Cold Calling, Sales Presentations, Life Insurance, Customer Service, Team Building, Training, Dog Training, Animal Welfare, Business Development, Health Insurance, Animal Behavior, Animal Nutrition, Computer Software..., Profit Margins, Supply cost and profit..., commission calculation, Social Research, Technical Sales..., Term Life Insurance, Small Business..., Small Business Marketing, Social Services, Social Work, Mental Health, Software sales, Educational software, Consultative Selling, Strategy, New Business Development, Marketing Strategy, Strategic Planning, Account Management
Education
University of Alabama at Birmingham 2009 — 2011
Bachelor's degree, Social Psychology
Hospice Compassus June 2015 - Present
Farmers Insurance October 2014 - Present
AXA Advisors March 2014 - September 2014
DEERFOOT PET SALON, LLC May 2007 - April 2014
SYFR January 2002 - May 2007
Deerfoot Animal Clinic January 2002 - January 2007
Teacher Technology Systems June 1998 - August 2002
Skills
Pets, Sales, Management, Veterinary Medicine, Dogs, Veterinary, Advertising, Cold Calling, Sales Presentations, Life Insurance, Customer Service, Team Building, Training, Dog Training, Animal Welfare, Business Development, Health Insurance, Animal Behavior, Animal Nutrition, Computer Software..., Profit Margins, Supply cost and profit..., commission calculation, Social Research, Technical Sales..., Term Life Insurance, Small Business..., Small Business Marketing, Social Services, Social Work, Mental Health, Software sales, Educational software, Consultative Selling, Strategy, New Business Development, Marketing Strategy, Strategic Planning, Account Management
Education
University of Alabama at Birmingham 2009 — 2011
Bachelor's degree, Social Psychology
Mengqi(Mandy) Xia's AXA Advisors Experience June 2013 - September 2013
Job Student
Industry Research
Experience
UCLA June 2015 - Present
UCLA June 2014 - Present
UCLA October 2014 - Present
UCLA August 2013 - August 2014
AXA Advisors June 2013 - September 2013
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - August 2012
Skills
Matlab, C++, Java, Linux, R, Image Processing, Machine Learning, Data Analysis, Latex, Teamwork
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
High School Affiliated to Renmin University 2005 — 2011
UCLA June 2015 - Present
UCLA June 2014 - Present
UCLA October 2014 - Present
UCLA August 2013 - August 2014
AXA Advisors June 2013 - September 2013
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - August 2012
Skills
Matlab, C++, Java, Linux, R, Image Processing, Machine Learning, Data Analysis, Latex, Teamwork
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
High School Affiliated to Renmin University 2005 — 2011
Sean Condren Sean Condren's AXA Advisors Experience September 2010 - July 2011
Job Senior Fund Accountant at Carson Private Capital
Industry Financial Services
Experience
Carson Private Capital Inc July 2015 - Present
J.P. Morgan February 2014 - July 2015
J.P. Morgan August 2011 - February 2014
AXA Advisors September 2010 - July 2011
Garrison Asset Management February 2009 - August 2010
Skills
Microsoft Excel, Financial Statements, Private Equity, Fund Accounting, Fund Administration, Financial Accounting, Alternative Investments, Financial Analysis, Investments, Team Leadership, Client Services, Communication, MS Excel Pivot Tables, Excel Models
Education
University of Arkansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance, 3.76 / 4.00
Carson Private Capital Inc July 2015 - Present
J.P. Morgan February 2014 - July 2015
J.P. Morgan August 2011 - February 2014
AXA Advisors September 2010 - July 2011
Garrison Asset Management February 2009 - August 2010
Skills
Microsoft Excel, Financial Statements, Private Equity, Fund Accounting, Fund Administration, Financial Accounting, Alternative Investments, Financial Analysis, Investments, Team Leadership, Client Services, Communication, MS Excel Pivot Tables, Excel Models
Education
University of Arkansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance, 3.76 / 4.00
Allison Foster Allison Foster's AXA Advisors Experience July 2015 - Present
Job Assistant Agency Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
Takeda Pharmaceuticals 2014 - Present
Instructure, Inc. January 2014 - August 2014
American Fidelity Educational Services August 2006 - December 2013
Clark County School District July 1999 - August 2006
AXA Advisors May 2003 - December 2005
Gilbert Public Schools July 1997 - July 1999
Skills
Sales, Counseling Psychology, Career Counseling, Student Counseling, Educational Technology, Healthcare, Health Insurance, Retirement Planning, Qualified Retirement..., Retirement Benefits, Elementary Education, Presenter, Licensed Life & Health..., Series 7, Series 63, Salesforce Training, Long Term Care Insurance, Building Relationships, Disability Insurance, Teaching, Employee Benefits, Classroom, Life Insurance, Fixed Annuities, Retirement, Learning Management..., Insurance, Cloud Computing, Employee Training, 401k, Mutual Funds, Whole Life, Open Enrollment, Sales Prospecting, WebEx, Sales Presentations, Training Facilitation, Leadership, Training, Account Management, Salesforce.com, Customer Service, Strategic Planning, Team Building
Education
University of Arizona 1994 — 1997
Bachelor's Degree, Elementary Education, A
University of Phoenix 1998 — 1999
Master's Degree, Counseling, A
AXA Advisors July 2015 - Present
Takeda Pharmaceuticals 2014 - Present
Instructure, Inc. January 2014 - August 2014
American Fidelity Educational Services August 2006 - December 2013
Clark County School District July 1999 - August 2006
AXA Advisors May 2003 - December 2005
Gilbert Public Schools July 1997 - July 1999
Skills
Sales, Counseling Psychology, Career Counseling, Student Counseling, Educational Technology, Healthcare, Health Insurance, Retirement Planning, Qualified Retirement..., Retirement Benefits, Elementary Education, Presenter, Licensed Life & Health..., Series 7, Series 63, Salesforce Training, Long Term Care Insurance, Building Relationships, Disability Insurance, Teaching, Employee Benefits, Classroom, Life Insurance, Fixed Annuities, Retirement, Learning Management..., Insurance, Cloud Computing, Employee Training, 401k, Mutual Funds, Whole Life, Open Enrollment, Sales Prospecting, WebEx, Sales Presentations, Training Facilitation, Leadership, Training, Account Management, Salesforce.com, Customer Service, Strategic Planning, Team Building
Education
University of Arizona 1994 — 1997
Bachelor's Degree, Elementary Education, A
University of Phoenix 1998 — 1999
Master's Degree, Counseling, A
Quanisha Anderson Quanisha Anderson's AXA Advisors Experience June 2011 - September 2011
Job Our ambitions must be broad enough to include the aspirations & needs of others, for their sakes & for our own C.Chavez
Industry Medical Practice
Experience
Avenues to Work March 2013 - June 2013
Campus Library Instructional Computing Commons- UCLA September 2012 - June 2013
Portland Public School District 1J July 2012 - August 2012
AXA Advisors June 2011 - September 2011
Saturday Academy: Apprenticeships in Science & Engineering July 2007 - September 2007
Skills
Microsoft Office, PowerPoint, Research, Community Outreach, Fundraising, Social Media, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, Event Planning, Teaching, Nonprofits, Social Networking, Time Management, Team Building, Editing, Strategic Planning
Education
University of California, Los Angeles 2009 — 2014
Bachelor's degree, African-American/Black Studies
Avenues to Work March 2013 - June 2013
Campus Library Instructional Computing Commons- UCLA September 2012 - June 2013
Portland Public School District 1J July 2012 - August 2012
AXA Advisors June 2011 - September 2011
Saturday Academy: Apprenticeships in Science & Engineering July 2007 - September 2007
Skills
Microsoft Office, PowerPoint, Research, Community Outreach, Fundraising, Social Media, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, Event Planning, Teaching, Nonprofits, Social Networking, Time Management, Team Building, Editing, Strategic Planning
Education
University of California, Los Angeles 2009 — 2014
Bachelor's degree, African-American/Black Studies
William Leeper William Leeper's AXA Advisors Experience April 2014 - Present
Job Manage, grow, protect, and preserve assets to satisfy objectives important to our clients.
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Bank of America September 2010 - November 2013
American Axle & Mfg 1994 - 2007
General Motors 1983 - 1994
General Motors 1974 - 1981
Skills
Wealth Management, Customer Service, Financial Planning, Investment Services, Financial Services, Long-Term Care Planning..., Insurance Planning, Estate Planning..., Retirement Planning, Business Succession..., Executive Benefit..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Six Sigma, Process Improvement, Process Engineering, Minitab, Root Cause Analysis, Cross-functional Team..., Project Management, Operations Management, Quality Assurance, MS Project, Value Stream Mapping, Lean Manufacturing, Earned Value Management, Manufacturing..., Value Engineering, Performance Management, Manufacturing, Continuous Improvement, Kaizen, Operational Excellence
Education
General Motors Institute
Bachelor of Science (BS), Mechanical Engineering
General Motors Institute
Bachelor of Science (BS), Mechanical Engineering
State University of New York at Buffalo
Six Sigma Black Belt
AXA Advisors April 2014 - Present
Bank of America September 2010 - November 2013
American Axle & Mfg 1994 - 2007
General Motors 1983 - 1994
General Motors 1974 - 1981
Skills
Wealth Management, Customer Service, Financial Planning, Investment Services, Financial Services, Long-Term Care Planning..., Insurance Planning, Estate Planning..., Retirement Planning, Business Succession..., Executive Benefit..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Six Sigma, Process Improvement, Process Engineering, Minitab, Root Cause Analysis, Cross-functional Team..., Project Management, Operations Management, Quality Assurance, MS Project, Value Stream Mapping, Lean Manufacturing, Earned Value Management, Manufacturing..., Value Engineering, Performance Management, Manufacturing, Continuous Improvement, Kaizen, Operational Excellence
Education
General Motors Institute
Bachelor of Science (BS), Mechanical Engineering
General Motors Institute
Bachelor of Science (BS), Mechanical Engineering
State University of New York at Buffalo
Six Sigma Black Belt
Daniel Paschke's AXA Advisors Experience September 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2015 - Present
Lighthouse Financial September 2013 - May 2015
Galderma May 2013 - August 2013
Skills
Market Analysis, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking, Social Networking, Leadership, Microsoft Office, Time Management, PowerPoint, Sales, Event Planning, Teamwork, Management, Marketing
Education
University of Arkansas 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Southlake Carroll High School 2007 — 2011
AXA Advisors September 2015 - Present
Lighthouse Financial September 2013 - May 2015
Galderma May 2013 - August 2013
Skills
Market Analysis, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking, Social Networking, Leadership, Microsoft Office, Time Management, PowerPoint, Sales, Event Planning, Teamwork, Management, Marketing
Education
University of Arkansas 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Southlake Carroll High School 2007 — 2011
Jeffrey Corkum Jeffrey Corkum's AXA Advisors Experience January 2015 - May 2015
Job Employee at Digital Federal Credit Union
Industry Banking
Experience
University of Arizona, Eller College of Management August 2012 - Present
Digital Federal Credit Union June 2015 - August 2015
AXA Advisors January 2015 - May 2015
Northwestern Mutual December 2014 - April 2015
Digital Federal Credit Union July 2012 - January 2015
University of Arizona, Eller College of Management 2014 - 2014
Marshall Foundation December 2012 - May 2013
The TJX Companies, Inc. May 2010 - August 2012
Skills
Banking, Loans, Credit, Retail Banking, Cross Selling, Credit Analysis, Cash Management, Sales, Customer Service, Time Management, Lines Of Credit, Deposits, Microsoft Word, Microsoft Excel
Education
University of Arizona 2012 — 2016
Bachelor of Business Finance
University of Arizona, Eller College of Management August 2012 - Present
Digital Federal Credit Union June 2015 - August 2015
AXA Advisors January 2015 - May 2015
Northwestern Mutual December 2014 - April 2015
Digital Federal Credit Union July 2012 - January 2015
University of Arizona, Eller College of Management 2014 - 2014
Marshall Foundation December 2012 - May 2013
The TJX Companies, Inc. May 2010 - August 2012
Skills
Banking, Loans, Credit, Retail Banking, Cross Selling, Credit Analysis, Cash Management, Sales, Customer Service, Time Management, Lines Of Credit, Deposits, Microsoft Word, Microsoft Excel
Education
University of Arizona 2012 — 2016
Bachelor of Business Finance
Dave Roesch Dave Roesch's AXA Advisors Experience June 2008 - August 2008
Job Sales at Larry Roesch Chrysler Jeep Dodge Ram
Industry Automotive
Experience
Larry Roesch Chrysler Jeep Dodge Ram February 2014 - Present
Larry Roesch Chrysler Jeep Dodge May 2011 - February 2014
Dex One October 2010 - May 2011
Lake Barrington Field House January 2010 - June 2010
Lake Barrington Field House Café June 2009 - December 2009
AXA Advisors June 2008 - August 2008
Tucson Dodge September 2007 - December 2007
Larry Roesch Auto Group June 2007 - August 2007
Larry Roesch Auto Group May 2006 - August 2006
Skills
Social Media Marketing, Online Advertising, Sales, Cold Calling
Education
University of Arizona 2005 — 2009
University of Arizona, Eller College of Management 2005 — 2009
Business Management
Barrington High School 2001 — 2005
National Personal Training Institute
Larry Roesch Chrysler Jeep Dodge Ram February 2014 - Present
Larry Roesch Chrysler Jeep Dodge May 2011 - February 2014
Dex One October 2010 - May 2011
Lake Barrington Field House January 2010 - June 2010
Lake Barrington Field House Café June 2009 - December 2009
AXA Advisors June 2008 - August 2008
Tucson Dodge September 2007 - December 2007
Larry Roesch Auto Group June 2007 - August 2007
Larry Roesch Auto Group May 2006 - August 2006
Skills
Social Media Marketing, Online Advertising, Sales, Cold Calling
Education
University of Arizona 2005 — 2009
University of Arizona, Eller College of Management 2005 — 2009
Business Management
Barrington High School 2001 — 2005
National Personal Training Institute
Aaron Thweatt Aaron Thweatt's AXA Advisors Experience March 2005 - August 2005
Job Senior Compensation Analyst at Space Exploration Technologies
Industry Computer Games
Experience
Space Exploration Technologies June 2014 - Present
Activision Blizzard June 2012 - June 2014
AECOM October 2011 - June 2012
AECOM March 2010 - September 2011
Fine Art Management Corporation July 2006 - December 2009
TIAA-CREF September 2005 - June 2006
Kerr-McGee November 2004 - June 2006
AXA Advisors March 2005 - August 2005
GGC Marketing May 2003 - August 2004
Skills
Deferred Compensation, Outlook, Microsoft Excel, Financial Analysis, Investments, Leadership, Mergers & Acquisitions, Social Media, Strategic Planning, Negotiation, Business Development, Analysis, Sales, Finance, Accounting, Marketing Strategy, Marketing, Recruiting, Business Strategy, Management
Education
Investment Banking Institute 2008 — 2008
University of Northern Colorado 2000 — 2004
BS, Business Administration
UCLA
World At Work CCP Class
Space Exploration Technologies June 2014 - Present
Activision Blizzard June 2012 - June 2014
AECOM October 2011 - June 2012
AECOM March 2010 - September 2011
Fine Art Management Corporation July 2006 - December 2009
TIAA-CREF September 2005 - June 2006
Kerr-McGee November 2004 - June 2006
AXA Advisors March 2005 - August 2005
GGC Marketing May 2003 - August 2004
Skills
Deferred Compensation, Outlook, Microsoft Excel, Financial Analysis, Investments, Leadership, Mergers & Acquisitions, Social Media, Strategic Planning, Negotiation, Business Development, Analysis, Sales, Finance, Accounting, Marketing Strategy, Marketing, Recruiting, Business Strategy, Management
Education
Investment Banking Institute 2008 — 2008
University of Northern Colorado 2000 — 2004
BS, Business Administration
UCLA
World At Work CCP Class
David Dickson David Dickson's AXA Advisors Experience December 2009 - September 2010
Job Development Intern at 3CDC
Industry Real Estate
Experience
3CDC May 2014 - Present
CR architecture + design August 2013 - December 2013
SmithGroupJJR January 2013 - May 2013
Butler Design Group March 2012 - June 2012
AXA Advisors December 2009 - September 2010
University Directories May 2009 - August 2009
Glu Mobile May 2008 - August 2008
Claremont Capital May 2006 - August 2006
Skills
Financial Analysis, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Due Diligence, Microsoft Word, Project Management, Construction Management, Construction, Analysis, Architecture, Construction Drawings, Project Planning, Research, Teamwork, Architectural Design, Mixed-use, SketchUp, Architectural Drawings, Management, Submittals, Real Estate
Education
University of Cincinnati 2013 — 2015
Master of Business Administration (MBA), Real Estate Development, 3.9 GPA
University of Cincinnati 2012 — 2015
Master of Architecture (M.Arch.), Architecture
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.8 GPA - Graduated Magna Cum Laude
3CDC May 2014 - Present
CR architecture + design August 2013 - December 2013
SmithGroupJJR January 2013 - May 2013
Butler Design Group March 2012 - June 2012
AXA Advisors December 2009 - September 2010
University Directories May 2009 - August 2009
Glu Mobile May 2008 - August 2008
Claremont Capital May 2006 - August 2006
Skills
Financial Analysis, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Due Diligence, Microsoft Word, Project Management, Construction Management, Construction, Analysis, Architecture, Construction Drawings, Project Planning, Research, Teamwork, Architectural Design, Mixed-use, SketchUp, Architectural Drawings, Management, Submittals, Real Estate
Education
University of Cincinnati 2013 — 2015
Master of Business Administration (MBA), Real Estate Development, 3.9 GPA
University of Cincinnati 2012 — 2015
Master of Architecture (M.Arch.), Architecture
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.8 GPA - Graduated Magna Cum Laude
Fernando Granados Fernando Granados's AXA Advisors Experience June 2011 - August 2011
Job Analyst at Rialto Capital Management
Industry Commercial Real Estate
Experience
Rialto Capital Management August 2014 - Present
JPMorgan Chase February 2013 - August 2014
AXA Advisors June 2011 - August 2011
Landsdowne Tennis Center June 2011 - August 2011
CACI International Inc June 2010 - August 2010
Skills
Market Research, Argus Modeling, Spanish, Management, Financial Analysis, Training, Microsoft Office, Social Media, Analysis, Time Management, Public Speaking, Finance, Negotiation, Investments, Microsoft Excel, Event Planning
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science, Finance
South Miami Senior High School 2004 — 2008
Rialto Capital Management August 2014 - Present
JPMorgan Chase February 2013 - August 2014
AXA Advisors June 2011 - August 2011
Landsdowne Tennis Center June 2011 - August 2011
CACI International Inc June 2010 - August 2010
Skills
Market Research, Argus Modeling, Spanish, Management, Financial Analysis, Training, Microsoft Office, Social Media, Analysis, Time Management, Public Speaking, Finance, Negotiation, Investments, Microsoft Excel, Event Planning
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science, Finance
South Miami Senior High School 2004 — 2008
Steven Cervino's AXA Advisors Experience December 2010 - February 2011
Job Portfolio Management Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Andrew Haskill Andrew Haskill's AXA Advisors Experience January 2010 - May 2010
Job Data Analyst at Citi
Industry Financial Services
Experience
Citi June 2010 - Present
Career Resource Center at SUNY Buffalo August 2009 - August 2010
AXA Advisors January 2010 - May 2010
Tonawanda Senior High School August 2008 - October 2009
Personal Financial Consulting Inc. June 2009 - August 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Teamwork, Interviews, Access, Analysis, Time Management, Business Analysis, Risk Management
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science, Financial Analysis
Citi June 2010 - Present
Career Resource Center at SUNY Buffalo August 2009 - August 2010
AXA Advisors January 2010 - May 2010
Tonawanda Senior High School August 2008 - October 2009
Personal Financial Consulting Inc. June 2009 - August 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Teamwork, Interviews, Access, Analysis, Time Management, Business Analysis, Risk Management
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science, Financial Analysis
Ivana Stanic Ivana Stanic's AXA Advisors Experience May 2010 - September 2010
Job Supervisor Ecommerce at Giorgio Armani
Industry Apparel & Fashion
Experience
Giorgio Armani June 2014 - Present
Giorgio Armani January 2013 - June 2014
Giorgio Armani October 2012 - January 2013
Oscar de la Renta September 2011 - January 2012
Oscar de la Renta, LTD May 2011 - September 2011
United Nations High Commissioner for Refugees September 2010 - December 2010
AXA Advisors May 2010 - September 2010
Love and Fashion Boutique January 2002 - July 2004
Skills
Competitive Analysis, Teamwork, Social Media, Management, Marketing, Market Research, Marketing Strategy, Sales, Customer Service, CRM, Business Strategy, Fashion, Retail, Leadership
Education
University of Buckingham 2010 — 2012
Masters, International Management
Baruch College, Zicklin School of Business 2006 — 2010
Bachelor of Business Administration, International Marketing, Italian
Giorgio Armani June 2014 - Present
Giorgio Armani January 2013 - June 2014
Giorgio Armani October 2012 - January 2013
Oscar de la Renta September 2011 - January 2012
Oscar de la Renta, LTD May 2011 - September 2011
United Nations High Commissioner for Refugees September 2010 - December 2010
AXA Advisors May 2010 - September 2010
Love and Fashion Boutique January 2002 - July 2004
Skills
Competitive Analysis, Teamwork, Social Media, Management, Marketing, Market Research, Marketing Strategy, Sales, Customer Service, CRM, Business Strategy, Fashion, Retail, Leadership
Education
University of Buckingham 2010 — 2012
Masters, International Management
Baruch College, Zicklin School of Business 2006 — 2010
Bachelor of Business Administration, International Marketing, Italian
Blake Bradford Blake Bradford's AXA Advisors Experience November 2009 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2009 - Present
9th District Federal Court January 2007 - January 2008
Bank of America December 2004 - September 2006
Education
University of Arizona 2006 — 2008
AXA Advisors November 2009 - Present
9th District Federal Court January 2007 - January 2008
Bank of America December 2004 - September 2006
Education
University of Arizona 2006 — 2008
Gennadiy Samarin's AXA Advisors Experience February 2008 - April 2009
Job Transforming the banking industry.
Industry Banking
Experience
Lending Club May 2015 - Present
Seagate Technology December 2013 - May 2015
Target August 2011 - December 2013
Target October 2009 - August 2011
AXA Advisors February 2008 - April 2009
Enquisite Inc. July 2008 - August 2008
Skills
Account Management, Customer Service, Sales, SaaS, Disaster Recovery, Cloud Storage, Leadership, Management, Marketing, Data Analysis, Microsoft Office, Retail, Talent Management, Strategy, Customer Retention, Salesforce.com, Analysis, CRM, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2009
BA, Economics, Russian Studies
Lowell HIgh School 2002 — 2006
Lending Club May 2015 - Present
Seagate Technology December 2013 - May 2015
Target August 2011 - December 2013
Target October 2009 - August 2011
AXA Advisors February 2008 - April 2009
Enquisite Inc. July 2008 - August 2008
Skills
Account Management, Customer Service, Sales, SaaS, Disaster Recovery, Cloud Storage, Leadership, Management, Marketing, Data Analysis, Microsoft Office, Retail, Talent Management, Strategy, Customer Retention, Salesforce.com, Analysis, CRM, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2009
BA, Economics, Russian Studies
Lowell HIgh School 2002 — 2006
Jasmine Sim Jasmine Sim's AXA Advisors Experience August 2009 - December 2009
Job Financial Advisor
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
Aflac March 2013 - Present
LBW Insurance & Financial Services November 2009 - March 2013
AXA Advisors August 2009 - December 2009
Mission to the World June 2008 - June 2009
Charles Schwab March 2000 - June 2008
Charles Schwab & Co. Inc. 1999 - 2008
Skills
Series 7, Retirement Planning, Series 66, PFP, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Insurance, Investment Strategies, Securities, Strategic Financial..., Life Insurance, Investments, Retirement, FINRA, IRAs, Financial Services, Asset Management, Portfolio Management, ETFs, Health Insurance, Long-term Care, High Net Worth..., Fixed Annuities, Financial Advisory, Employee Benefits, 401k, Disability Insurance, Wealth Management..., Term Life Insurance, Personal Financial..., 401k Rollovers, Alternative Investments, Financial Planning, Equities, Financial Analysis, Risk Management, Pensions, Fixed Income, Investment Management, Bonds
Education
University of California, Los Angeles 2003 — 2005
PFP, Personal Financial Planner
University of California, Irvine 1995 — 1999
BA, Economics
Van Nuys High School 1992 — 1995
Medical Magnet
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
Aflac March 2013 - Present
LBW Insurance & Financial Services November 2009 - March 2013
AXA Advisors August 2009 - December 2009
Mission to the World June 2008 - June 2009
Charles Schwab March 2000 - June 2008
Charles Schwab & Co. Inc. 1999 - 2008
Skills
Series 7, Retirement Planning, Series 66, PFP, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Insurance, Investment Strategies, Securities, Strategic Financial..., Life Insurance, Investments, Retirement, FINRA, IRAs, Financial Services, Asset Management, Portfolio Management, ETFs, Health Insurance, Long-term Care, High Net Worth..., Fixed Annuities, Financial Advisory, Employee Benefits, 401k, Disability Insurance, Wealth Management..., Term Life Insurance, Personal Financial..., 401k Rollovers, Alternative Investments, Financial Planning, Equities, Financial Analysis, Risk Management, Pensions, Fixed Income, Investment Management, Bonds
Education
University of California, Los Angeles 2003 — 2005
PFP, Personal Financial Planner
University of California, Irvine 1995 — 1999
BA, Economics
Van Nuys High School 1992 — 1995
Medical Magnet
Garrett Millman Garrett Millman's AXA Advisors Experience May 2012 - August 2012
Job Supply Chain Engineer at UniGroup, Inc
Industry Logistics and Supply Chain
Experience
UniGroup, Inc November 2013 - Present
Charter Communications January 2013 - November 2013
AXA Advisors May 2012 - August 2012
Skills
Forecasting, Microsoft Office, Communication, Sales, Recruiting, Econometrics, Business Analysis, Stata, ArcGIS, DirectRoute, PCMiler, Logistics, Business Intelligence, Data Analysis, SQL
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Science (BS), Economics
UniGroup, Inc November 2013 - Present
Charter Communications January 2013 - November 2013
AXA Advisors May 2012 - August 2012
Skills
Forecasting, Microsoft Office, Communication, Sales, Recruiting, Econometrics, Business Analysis, Stata, ArcGIS, DirectRoute, PCMiler, Logistics, Business Intelligence, Data Analysis, SQL
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Science (BS), Economics
Tyson Lozano's AXA Advisors Experience September 2008 - March 2009
Job Regional Director Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
MetLife October 2010 - May 2013
MetLife March 2009 - October 2010
AXA Advisors September 2008 - March 2009
Hyrian October 2007 - August 2008
Peace Corps June 2006 - October 2007
Boy Scouts of America March 2005 - May 2006
Valencia, Perez y Echeveste 2005 - 2005
Skills
Retirement Planning, Public Speaking, Recruiting, Insurance, Business Development, Finance, Investments, Fixed Annuities, Financial Services, Retirement, Financial Advisory, Life Insurance, Series 6, Series 63, Wealth Management
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Political Science, International Development Studies
LPL Financial May 2013 - Present
MetLife October 2010 - May 2013
MetLife March 2009 - October 2010
AXA Advisors September 2008 - March 2009
Hyrian October 2007 - August 2008
Peace Corps June 2006 - October 2007
Boy Scouts of America March 2005 - May 2006
Valencia, Perez y Echeveste 2005 - 2005
Skills
Retirement Planning, Public Speaking, Recruiting, Insurance, Business Development, Finance, Investments, Fixed Annuities, Financial Services, Retirement, Financial Advisory, Life Insurance, Series 6, Series 63, Wealth Management
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Political Science, International Development Studies
Rod Nishikawa, Retirement Planner's AXA Advisors Experience July 1991 - November 2000
Job Independent Financial Advisor, Qualified Plan Specialist
Industry Financial Services
Experience
First Allied Securities November 2000 - Present
AXA Advisors July 1991 - November 2000
Education
University of California, Davis 1986 — 1990
Bachelor of Science, Agricultural and Managerial Economics
Dixon High School 1982 — 1986
First Allied Securities November 2000 - Present
AXA Advisors July 1991 - November 2000
Education
University of California, Davis 1986 — 1990
Bachelor of Science, Agricultural and Managerial Economics
Dixon High School 1982 — 1986
Nathan Celauro's AXA Advisors Experience September 2008 - February 2013
Job Real Estate Investor
Industry Real Estate
Experience
AXA Advisors September 2008 - February 2013
Skills
Management, Product Development, Product Launch, Sales, Public Relations, Public Speaking
Education
University at Buffalo 1974 — 1978
AXA Advisors September 2008 - February 2013
Skills
Management, Product Development, Product Launch, Sales, Public Relations, Public Speaking
Education
University at Buffalo 1974 — 1978
joe mato's AXA Advisors Experience 2007 - Present
Job financial consultant at axa advisors
Industry Financial Services
Experience
axa advisors 2007 - Present
Captain Polar Air Cargo 2000 - 2004
Polar Air Cargo 2000 - 2004
Education
University of Bridgeport 1968 — 1973
BS, history
Waterbury Technical Institute 1965 — 1967
AAS, Electrical Technology
axa advisors 2007 - Present
Captain Polar Air Cargo 2000 - 2004
Polar Air Cargo 2000 - 2004
Education
University of Bridgeport 1968 — 1973
BS, history
Waterbury Technical Institute 1965 — 1967
AAS, Electrical Technology
Andrew Benzinger's AXA Advisors Experience August 2008 - November 2009
Job Business Development at Evergreen Enterprises
Industry Consumer Goods
Experience
Evergreen Enterprises January 2014 - Present
Evergreen Enterprises September 2011 - Present
Huntington National Bank November 2009 - September 2011
AXA Advisors August 2008 - November 2009
Turnstyle Tickets January 2007 - May 2009
Morgan Stanley August 2007 - December 2007
Delphi May 2006 - August 2006
Skills
Financial Analysis, Account Management, Sales, Forecasting, Microsoft Excel, Marketing, Financial Modeling, Strategic Planning, Microsoft Office
Education
University of Dayton 2004 — 2008
Finance, Finance - Investments
University of Augsburg
Evergreen Enterprises January 2014 - Present
Evergreen Enterprises September 2011 - Present
Huntington National Bank November 2009 - September 2011
AXA Advisors August 2008 - November 2009
Turnstyle Tickets January 2007 - May 2009
Morgan Stanley August 2007 - December 2007
Delphi May 2006 - August 2006
Skills
Financial Analysis, Account Management, Sales, Forecasting, Microsoft Excel, Marketing, Financial Modeling, Strategic Planning, Microsoft Office
Education
University of Dayton 2004 — 2008
Finance, Finance - Investments
University of Augsburg
Michael Yang CFP(R)'s AXA Advisors Experience February 2002 - March 2014
Job Managing Sales Director, Financial Advisor at Credence Financial Group part of the MetLife Premier Client Group
Industry Financial Services
Experience
Credence Financial Group an office of MetLife January 2015 - Present
MetLife March 2014 - December 2014
AXA ADVISORS February 2002 - March 2014
AXA Advisors June 2009 - December 2013
Skills
Wealth Management, Finance, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Series 7
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate in Retirement Planning, Retirement Planning
University of California, Davis 1998 — 2001
BS, Managerial Economics
Credence Financial Group an office of MetLife January 2015 - Present
MetLife March 2014 - December 2014
AXA ADVISORS February 2002 - March 2014
AXA Advisors June 2009 - December 2013
Skills
Wealth Management, Finance, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Series 7
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate in Retirement Planning, Retirement Planning
University of California, Davis 1998 — 2001
BS, Managerial Economics
Edward Shen's AXA Advisors Experience June 2000 - July 2001
Job Senior Account Executive at New Century Insurance Services, Inc.
Industry Insurance
Experience
New Century Insurance Services, Inc. July 2001 - Present
AXA Advisors June 2000 - July 2001
John Hancock Life Insurance Company (U.S.A.) June 1999 - June 2000
Prudential Financial January 1997 - June 1999
Skills
Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella Insurance, Casualty, Liability, D&O, Brokers
Education
University of California Berkeley 1991 — 1996
Bachelor of Arts (B.A.), Economics
New Century Insurance Services, Inc. July 2001 - Present
AXA Advisors June 2000 - July 2001
John Hancock Life Insurance Company (U.S.A.) June 1999 - June 2000
Prudential Financial January 1997 - June 1999
Skills
Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella Insurance, Casualty, Liability, D&O, Brokers
Education
University of California Berkeley 1991 — 1996
Bachelor of Arts (B.A.), Economics
Clayton Hamilton's AXA Advisors Experience December 2002 - Present
Job Board Member at Arizona Humanities Council
Industry Financial Services
Experience
Arizona Humanities Council 2008 - Present
Pima County Workforce Investment Board September 2004 - Present
AXA Advisors December 2002 - Present
City of Tucson 2004 - 2008
Hamilton Aviation 1962 - 2000
City of Tucson April 1984 - April 1994
Education
University of Arizona, Eller College of Management 1989 — 1993
BSBA, Entrepreneurship
Arizona Humanities Council 2008 - Present
Pima County Workforce Investment Board September 2004 - Present
AXA Advisors December 2002 - Present
City of Tucson 2004 - 2008
Hamilton Aviation 1962 - 2000
City of Tucson April 1984 - April 1994
Education
University of Arizona, Eller College of Management 1989 — 1993
BSBA, Entrepreneurship
Waheed Popal's AXA Advisors Experience February 2002 - February 2003
Job Owner/Broker at Avenue Properties & First National Financial
Industry Real Estate
Experience
First National Financial & Avenue Properties/MBA Finance Candidate June 2004 - Present
New National Real Estate and Loans Inc. June 2004 - Present
Bank of America March 2003 - May 2004
AXA Advisors February 2002 - February 2003
United Airlines May 1995 - February 2002
Skills
Refinance, Investment Properties, Real Estate, Mortgage Lending, Real Estate Financing, Investments, Short Sales, Real Estate Economics, Commercial Mortgages, Single Family Homes, Real Estate Transactions, REO, First Time Home Buyers, Residential Homes, Foreclosures, Sales, Investors, Sellers, Buyer Representation, Relocation, Condos
Education
University of California, Davis 1997 — 2000
Bachelor's degree, Economics
California State University
MBA, Finance (still attending)
First National Financial & Avenue Properties/MBA Finance Candidate June 2004 - Present
New National Real Estate and Loans Inc. June 2004 - Present
Bank of America March 2003 - May 2004
AXA Advisors February 2002 - February 2003
United Airlines May 1995 - February 2002
Skills
Refinance, Investment Properties, Real Estate, Mortgage Lending, Real Estate Financing, Investments, Short Sales, Real Estate Economics, Commercial Mortgages, Single Family Homes, Real Estate Transactions, REO, First Time Home Buyers, Residential Homes, Foreclosures, Sales, Investors, Sellers, Buyer Representation, Relocation, Condos
Education
University of California, Davis 1997 — 2000
Bachelor's degree, Economics
California State University
MBA, Finance (still attending)
Abe P Mansour, CFP®'s AXA Advisors Experience July 1998 - January 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
AXA Advisors July 1998 - January 2011
FDIC 1988 - 1998
Skills
Retirement Planning, Estate Planning, Securities, Financial Planning, Insurance, Risk Management, Retirement, Investments, Asset Management, Portfolio Management, Wealth Management, 401k, Annuities, Fixed Income, Mutual Funds, Long Term Care, Investment Advisory, Asset Allocation, Disability Insurance, Insurance Planning, IRA's, Asset Protection, Retirement Income..., Wealth Accumulation, 401k Rollovers, 529 Plans
Education
University of Arkansas 1981 — 1986
BSBA - Sam M Walton College of Business, Finance & Real Estate
University of North Texas 2004 — 2005
CFP Program, Financial Planning
LPL Financial January 2011 - Present
AXA Advisors July 1998 - January 2011
FDIC 1988 - 1998
Skills
Retirement Planning, Estate Planning, Securities, Financial Planning, Insurance, Risk Management, Retirement, Investments, Asset Management, Portfolio Management, Wealth Management, 401k, Annuities, Fixed Income, Mutual Funds, Long Term Care, Investment Advisory, Asset Allocation, Disability Insurance, Insurance Planning, IRA's, Asset Protection, Retirement Income..., Wealth Accumulation, 401k Rollovers, 529 Plans
Education
University of Arkansas 1981 — 1986
BSBA - Sam M Walton College of Business, Finance & Real Estate
University of North Texas 2004 — 2005
CFP Program, Financial Planning
Evan Russo's AXA Advisors Experience March 2009 - June 2009
Job Intern at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management June 2009 - Present
AXA Advisors March 2009 - June 2009
Education
University of California, Los Angeles 2006 — 2011
UBS Wealth Management June 2009 - Present
AXA Advisors March 2009 - June 2009
Education
University of California, Los Angeles 2006 — 2011
Ofer Ben Menahem's AXA Advisors Experience August 2009 - June 2013
Job Regional Vice President at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Richard Schieb's AXA Advisors Experience 2001 - Present
Job FINANCIAL CONSULTANT at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2001 - Present
The C.I.D. Group, Inc. 1992 - 1999
Semanchin, Wetter & Schieb, CPA 1988 - 1992
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, Retirement, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Wealth Accumulation, 401k, Strategic Financial...
Education
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.), Accounting
St joesph collegiate institute
AXA Advisors 2001 - Present
The C.I.D. Group, Inc. 1992 - 1999
Semanchin, Wetter & Schieb, CPA 1988 - 1992
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, Retirement, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Wealth Accumulation, 401k, Strategic Financial...
Education
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.), Accounting
St joesph collegiate institute
Sean Eames's AXA Advisors Experience September 2008 - March 2011
Job Staff Accountant at W Greene PLLC
Industry Financial Services
Experience
W Greene PLLC September 2013 - Present
H.D. Vest Financial Services March 2011 - Present
Charles E. Bell, C.P.A. March 2011 - June 2014
AXA Advisors September 2008 - March 2011
Education
University of North Carolina at Wilmington 2011 — 2012
Accounting
University at Buffalo
Bachelors, Finance
W Greene PLLC September 2013 - Present
H.D. Vest Financial Services March 2011 - Present
Charles E. Bell, C.P.A. March 2011 - June 2014
AXA Advisors September 2008 - March 2011
Education
University of North Carolina at Wilmington 2011 — 2012
Accounting
University at Buffalo
Bachelors, Finance
Ilya Ishayev's AXA Advisors Experience January 2011 - Present
Job Vice President at The Bailey Group, AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
The Bailey Group 2012 - Present
Wells Fargo Bank August 2007 - December 2009
Education
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, Economics, Accounting
AXA Advisors January 2011 - Present
The Bailey Group 2012 - Present
Wells Fargo Bank August 2007 - December 2009
Education
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, Economics, Accounting
Chad Messina's AXA Advisors Experience October 2011 - February 2013
Job Investment Counselor at BB&T Investments
Industry Financial Services
Experience
BB&T February 2013 - Present
AXA Advisors October 2011 - February 2013
Crest Cadillac-HUMMER May 2000 - September 2011
Skills
Strategic Financial..., Investments, Life Insurance, Disability Insurance, Long-term Care, Retirement Planning, Portfolio Management, Estate Planning, Asset Managment, Asset Management, Mutual Funds, Financial Advisory, Securities, Insurance
Education
University of Alabama 1995 — 2000
Bachelor of Science (B.S.)
BB&T February 2013 - Present
AXA Advisors October 2011 - February 2013
Crest Cadillac-HUMMER May 2000 - September 2011
Skills
Strategic Financial..., Investments, Life Insurance, Disability Insurance, Long-term Care, Retirement Planning, Portfolio Management, Estate Planning, Asset Managment, Asset Management, Mutual Funds, Financial Advisory, Securities, Insurance
Education
University of Alabama 1995 — 2000
Bachelor of Science (B.S.)
Yi Sudweeks's AXA Advisors Experience April 2011 - June 2011
Job Fund Manager at University of California, San Diego
Industry Accounting
Experience
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
Roman Ginzburg's AXA Advisors Experience January 2010 - December 2010
Job Asset Manager & Acquisitions Analyst at Strategic Realty Capital
Industry Financial Services
Experience
STRATEGIC REALTY CAPITAL June 2013 - Present
The Concord Group, LLC Real Estate Advisors January 2011 - December 2012
AXA Advisors January 2010 - December 2010
BAMKO August 2009 - January 2010
Merrill Lynch January 2008 - June 2008
Keller Williams Real Estate June 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Retirement, Microsoft Excel, Real Estate, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Strategy
Education
University of California, Los Angeles 2006 — 2010
BA, Economics, Public Affairs
Pacific Palisades 2002 — 2006
STRATEGIC REALTY CAPITAL June 2013 - Present
The Concord Group, LLC Real Estate Advisors January 2011 - December 2012
AXA Advisors January 2010 - December 2010
BAMKO August 2009 - January 2010
Merrill Lynch January 2008 - June 2008
Keller Williams Real Estate June 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Retirement, Microsoft Excel, Real Estate, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Strategy
Education
University of California, Los Angeles 2006 — 2010
BA, Economics, Public Affairs
Pacific Palisades 2002 — 2006
Adam Hui's AXA Advisors Experience September 2010 - May 2011
Job Value, Integrity, Commitment
Industry Insurance
Experience
Land of Lincoln Health March 2015 - Present
Health Net October 2012 - March 2015
Sequetor, Inc. November 2011 - March 2012
Rushmore Loan Management Services, LLP May 2011 - August 2011
AXA Advisors September 2010 - May 2011
Burnham Gibson Financial Group November 2010 - March 2011
Fuhu, Inc June 2008 - September 2008
Skills
Excel, Word, Microsoft Office, Access, PowerPoint, Matlab, Python
Education
University of California, Irvine 2007 — 2011
B.S., Mathematics, 3.52
University of California, Irvine 2007 — 2011
B.A., Quantitative Economics, 3.52
Land of Lincoln Health March 2015 - Present
Health Net October 2012 - March 2015
Sequetor, Inc. November 2011 - March 2012
Rushmore Loan Management Services, LLP May 2011 - August 2011
AXA Advisors September 2010 - May 2011
Burnham Gibson Financial Group November 2010 - March 2011
Fuhu, Inc June 2008 - September 2008
Skills
Excel, Word, Microsoft Office, Access, PowerPoint, Matlab, Python
Education
University of California, Irvine 2007 — 2011
B.S., Mathematics, 3.52
University of California, Irvine 2007 — 2011
B.A., Quantitative Economics, 3.52
Alissa Mellon's AXA Advisors Experience January 2011 - December 2012
Job Relationship Banker M&T Bank
Industry Financial Services
Experience
M & T Bank January 2013 - Present
AXA Advisors January 2011 - December 2012
M & T Bank February 2008 - December 2010
M & T Bank February 2007 - April 2008
M & T Bank May 2006 - February 2007
Skills
Retirement Planning, Securities, Investments, Insurance, Series 7
Education
State University of New York at Buffalo 2002 — 2006
Bachelor of Arts, Cum Laude
University at Buffalo
M & T Bank January 2013 - Present
AXA Advisors January 2011 - December 2012
M & T Bank February 2008 - December 2010
M & T Bank February 2007 - April 2008
M & T Bank May 2006 - February 2007
Skills
Retirement Planning, Securities, Investments, Insurance, Series 7
Education
State University of New York at Buffalo 2002 — 2006
Bachelor of Arts, Cum Laude
University at Buffalo
Ivan Yoo's AXA Advisors Experience September 2010 - December 2010
Job Account Manager / Sales at Otimo Textile, Inc
Industry Apparel & Fashion
Experience
Otimo Textile, Inc June 2010 - Present
Harvey & Company LLC February 2011 - May 2011
AXA Advisors September 2010 - December 2010
The Peterson Group March 2010 - June 2010
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Otimo Textile, Inc June 2010 - Present
Harvey & Company LLC February 2011 - May 2011
AXA Advisors September 2010 - December 2010
The Peterson Group March 2010 - June 2010
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Richard J. Schieb Jr.'s AXA Advisors Experience November 2001 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2001 - Present
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Accounting and Finance
St Joseph collegiate
AXA Advisors November 2001 - Present
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Accounting and Finance
St Joseph collegiate
Leslie Wu's AXA Advisors Experience September 2010 - March 2011
Job Interested in Event Coordinating
Industry Events Services
Experience
Ford Motor Credit Company January 2015 - July 2015
Ford Motor Credit Company July 2012 - December 2014
University of California, Irvine - Guest and Event Services February 2009 - June 2012
Shuster Financial Group, LLC March 2011 - December 2011
AXA Advisors September 2010 - March 2011
Skills
Economics, Mandarin, Microsoft Excel, PowerPoint, Options, Microsoft Word, Access, Outlook, Microsoft Office, Data Analysis, Teamwork, Customer Service, Market Research, Public Speaking, Marketing, Research, Investments, Financial Analysis, File Management, Strategic Financial...
Education
UC Irvine 2008 — 2012
B.A., Business Economics
Ford Motor Credit Company January 2015 - July 2015
Ford Motor Credit Company July 2012 - December 2014
University of California, Irvine - Guest and Event Services February 2009 - June 2012
Shuster Financial Group, LLC March 2011 - December 2011
AXA Advisors September 2010 - March 2011
Skills
Economics, Mandarin, Microsoft Excel, PowerPoint, Options, Microsoft Word, Access, Outlook, Microsoft Office, Data Analysis, Teamwork, Customer Service, Market Research, Public Speaking, Marketing, Research, Investments, Financial Analysis, File Management, Strategic Financial...
Education
UC Irvine 2008 — 2012
B.A., Business Economics
Thomas Palomares II's AXA Advisors Experience October 2013 - February 2015
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
AXA Advisors October 2013 - February 2015
JPMorgan Chase October 2011 - November 2013
TMO Restaurant Concepts 2004 - 2011
Target 1999 - 2004
Skills
Financial Analysis, Financial Planning, Financial Services, Estate Planning, Retirement Planning, Strategic Planning, Budgets, Life Insurance, Equities, Financial Modeling, Retirement, Banking, Social Media, Stock Market, Stock Trading, Bond Markets, Convertible Arbitrage, Options Strategies, Retail Banking, Mortgage Banking, Investment Banking, Private Banking, Affluent, Business Development, Branch Banking, Managerial Finance, Fixed Income, Derivatives, Underwriting, Private Equity, Hedge Funds, Social Security
Education
University of Arizona 1999 — 2003
Bachelor’s Degree
Salpointe Catholic High School 1995 — 1999
High School
Wells Fargo February 2015 - Present
AXA Advisors October 2013 - February 2015
JPMorgan Chase October 2011 - November 2013
TMO Restaurant Concepts 2004 - 2011
Target 1999 - 2004
Skills
Financial Analysis, Financial Planning, Financial Services, Estate Planning, Retirement Planning, Strategic Planning, Budgets, Life Insurance, Equities, Financial Modeling, Retirement, Banking, Social Media, Stock Market, Stock Trading, Bond Markets, Convertible Arbitrage, Options Strategies, Retail Banking, Mortgage Banking, Investment Banking, Private Banking, Affluent, Business Development, Branch Banking, Managerial Finance, Fixed Income, Derivatives, Underwriting, Private Equity, Hedge Funds, Social Security
Education
University of Arizona 1999 — 2003
Bachelor’s Degree
Salpointe Catholic High School 1995 — 1999
High School
Nick Foxall's AXA Advisors Experience June 2011 - June 2012
Job Account Representative at Enfocus Solutions Inc.
Industry Computer Software
Experience
Enfocus Solutions Inc. July 2012 - Present
AXA Advisors June 2011 - June 2012
Business Efficiency Experts December 2010 - June 2011
KBR February 2008 - October 2010
The Delta Company 2006 - 2007
Skills
Strategy, Business Analysis, Technical Writing, Life Insurance, SaaS, Business Process..., Project Management
Education
Wabash College 2002 — 2006
Bachelor's degree, Political Science and Government
Aberdeen University 2004 — 2004
Enfocus Solutions Inc. July 2012 - Present
AXA Advisors June 2011 - June 2012
Business Efficiency Experts December 2010 - June 2011
KBR February 2008 - October 2010
The Delta Company 2006 - 2007
Skills
Strategy, Business Analysis, Technical Writing, Life Insurance, SaaS, Business Process..., Project Management
Education
Wabash College 2002 — 2006
Bachelor's degree, Political Science and Government
Aberdeen University 2004 — 2004
Patrick Grumieaux's AXA Advisors Experience April 2001 - August 2002
Job SVP Account Manager at ICAP/BrokerTec, Fixed Income Sales and Repo Product Management
Industry Financial Services
Experience
ICAP June 2003 - Present
AXA Advisors April 2001 - August 2002
Daiwa Securities March 1995 - March 2000
Société Générale August 1991 - March 1995
Skills
Bloomberg, Financial Markets, Series 7, Derivatives, Fixed Income, Electronic Trading, Equities, Bonds, Portfolio Management, Trading Systems
Education
University of Bridgeport 1982 — 1986
Bachelor of Science (B.S.), Finance, General
ICAP June 2003 - Present
AXA Advisors April 2001 - August 2002
Daiwa Securities March 1995 - March 2000
Société Générale August 1991 - March 1995
Skills
Bloomberg, Financial Markets, Series 7, Derivatives, Fixed Income, Electronic Trading, Equities, Bonds, Portfolio Management, Trading Systems
Education
University of Bridgeport 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Christopher Palovich's AXA Advisors Experience January 2013 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Education
University at Buffalo
AXA Advisors January 2013 - Present
Education
University at Buffalo
Jenny Chon's AXA Advisors Experience May 2003 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2003 - Present
Law Offices of Charles M. Green January 2002 - March 2003
K & L Advertising January 2000 - December 2000
Skills
Financial Services, Executive Benefits..., Estate Planning..., Pension Distribution..., Tax-Efficient Investing..., Insurance Planning
Education
University of California, Los Angeles
Bachelor of Arts, Sociology, With a Specialization in Business Administration
AXA Advisors May 2003 - Present
Law Offices of Charles M. Green January 2002 - March 2003
K & L Advertising January 2000 - December 2000
Skills
Financial Services, Executive Benefits..., Estate Planning..., Pension Distribution..., Tax-Efficient Investing..., Insurance Planning
Education
University of California, Los Angeles
Bachelor of Arts, Sociology, With a Specialization in Business Administration
Jane Song's AXA Advisors Experience January 2013 - December 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - December 2013
Skills
Finance, Securities, Tax, Mutual Funds, Strategic Financial..., Investments, Insurance, Retirement Planning, Financial Services, Financial Analysis, Fixed Annuities, Variable Annuities, Estate Planning, Business Planning, College Education...
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Urban and Community Development; Minor, Psychology and Social Behavior
AXA Advisors January 2013 - December 2013
Skills
Finance, Securities, Tax, Mutual Funds, Strategic Financial..., Investments, Insurance, Retirement Planning, Financial Services, Financial Analysis, Fixed Annuities, Variable Annuities, Estate Planning, Business Planning, College Education...
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Urban and Community Development; Minor, Psychology and Social Behavior
William Scola's AXA Advisors Experience September 2015 - Present
Job Extern at AXA Advisors
Industry Banking
Experience
AXA Advisors September 2015 - Present
Wholesale Floors llc May 2015 - August 2015
The University of Arizona September 2014 - May 2015
BMO Financial Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Time Management, Social Networking, Management, Research, Sales, Public Speaking
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor of Science (B.S.), Finance, General
AXA Advisors September 2015 - Present
Wholesale Floors llc May 2015 - August 2015
The University of Arizona September 2014 - May 2015
BMO Financial Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Time Management, Social Networking, Management, Research, Sales, Public Speaking
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Melissa Chiang Rodriguez's AXA Advisors Experience December 2011 - September 2012
Job Purchasing Assistant at Perry Ellis International @PEICorp
Industry Apparel & Fashion
Experience
UC Irvine Samueli Center for Integrative Medicine October 2012 - June 2014
AXA Advisors December 2011 - September 2012
Sony Music Entertainment June 2010 - September 2010
UC Irvine May 2008 - September 2010
Skills
Management, Recruiting, Human Resources, Social Media, Event Management, Interviews, Analysis, Online Marketing, Team Building, Research, Business Development, Customer Service, Employee Benefits, Administrative..., Finance, Microsoft Office, Marketing, Event Planning
Education
University of California, Irvine 2007 — 2011
Bachelor's Degree
UC Irvine Samueli Center for Integrative Medicine October 2012 - June 2014
AXA Advisors December 2011 - September 2012
Sony Music Entertainment June 2010 - September 2010
UC Irvine May 2008 - September 2010
Skills
Management, Recruiting, Human Resources, Social Media, Event Management, Interviews, Analysis, Online Marketing, Team Building, Research, Business Development, Customer Service, Employee Benefits, Administrative..., Finance, Microsoft Office, Marketing, Event Planning
Education
University of California, Irvine 2007 — 2011
Bachelor's Degree
Will Chau's AXA Advisors Experience August 2011 - August 2012
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley September 2012 - May 2014
AXA Advisors August 2011 - August 2012
Leader Universal Housing August 2008 - June 2012
AirSet January 2008 - November 2010
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts (B.A.), Mathematics, Recipient of Cal Opportunity Scholarship – Full-Ride Scholarship.
Morgan Stanley September 2012 - May 2014
AXA Advisors August 2011 - August 2012
Leader Universal Housing August 2008 - June 2012
AirSet January 2008 - November 2010
Education
University of California, Berkeley 2002 — 2007
Bachelor of Arts (B.A.), Mathematics, Recipient of Cal Opportunity Scholarship – Full-Ride Scholarship.
Enoch Kim's AXA Advisors Experience June 2014 - August 2014
Job Trade Consultant at KOTRA Los Angeles
Industry
Experience
KOTRA July 2015 - Present
AXA Advisors June 2014 - August 2014
Seoul Broadcasting System June 2013 - September 2013
Star Empire Entertainment June 2012 - September 2012
Education
University of California, Irvine
KOTRA July 2015 - Present
AXA Advisors June 2014 - August 2014
Seoul Broadcasting System June 2013 - September 2013
Star Empire Entertainment June 2012 - September 2012
Education
University of California, Irvine
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO