AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Daniel D. Kim Daniel D. Kim's AXA Advisors Experience June 2014 - September 2014
Job Senior at University of California, San Diego
Industry Financial Services
Experience
AXA Advisors June 2014 - September 2014
SK March 2012 - December 2012
Republic of Korea Army November 2010 - March 2012
Skills
Soccer, Basketball, Bowling, Travel, Violin, Cooking
Education
University of California, San Diego 2009 — 2015
Economics, Bachelor of Arts (B.A.)(3.524)
Yonsei University 2010 — 2011
Economics and Business, Exchange Student
AXA Advisors June 2014 - September 2014
SK March 2012 - December 2012
Republic of Korea Army November 2010 - March 2012
Skills
Soccer, Basketball, Bowling, Travel, Violin, Cooking
Education
University of California, San Diego 2009 — 2015
Economics, Bachelor of Arts (B.A.)(3.524)
Yonsei University 2010 — 2011
Economics and Business, Exchange Student
Angela M Jantz, MBA Angela M Jantz, MBA's AXA Advisors Experience January 2009 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Jeremy Leibowitz Jeremy Leibowitz's AXA Advisors Experience January 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Science (BS), Philosophy
AXA Advisors January 2013 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Asset Allocation
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Science (BS), Philosophy
Gregg Hall Gregg Hall's AXA Advisors Experience October 2012 - Present
Job Financial Professional at AXA US
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Management, Investment Advisory...
Education
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's Degree, Finance and Financial Management Services
University of North Florida - College of Business Administration 2009 — 2010
AXA Advisors October 2012 - Present
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Management, Investment Advisory...
Education
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's Degree, Finance and Financial Management Services
University of North Florida - College of Business Administration 2009 — 2010
Jonathan B. Cott MBA, ChFC®, CFP® Jonathan B. Cott MBA, ChFC®, CFP®'s AXA Advisors Experience September 1998 - Present
Job Financial Planning Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 1998 - Present
Rockbridge Financial LLC 1998 - Present
Southern Methodist University 2005 - 2005
Education
University of Colorado at Boulder
Bachelor's degree, Finance and Economics
University of North Texas
Master of Business Administration (MBA), Emphasis in Investment Analysis
AXA Advisors September 1998 - Present
Rockbridge Financial LLC 1998 - Present
Southern Methodist University 2005 - 2005
Education
University of Colorado at Boulder
Bachelor's degree, Finance and Economics
University of North Texas
Master of Business Administration (MBA), Emphasis in Investment Analysis
David Stecher David Stecher's AXA Advisors Experience September 1986 - April 2004
Job National Practice Leader at 401(k) Advisors
Industry Financial Services
Experience
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
Michelle Choi Michelle Choi's AXA Advisors Experience January 2010 - January 2015
Job Financial Services Representative at Credence Financial Group, an office of MetLife
Industry Financial Services
Experience
MetLife January 2015 - Present
AXA Advisors January 2010 - January 2015
AXA Advisors September 2009 - January 2010
Education
University of California, San Diego 2005 — 2009
B.S., Management Science
MetLife January 2015 - Present
AXA Advisors January 2010 - January 2015
AXA Advisors September 2009 - January 2010
Education
University of California, San Diego 2005 — 2009
B.S., Management Science
Pasha Ghaemi Pasha Ghaemi's AXA Advisors Experience June 2014 - Present
Job Financial Consultant AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
University Market and Deli March 2011 - August 2013
Denver Broncos May 2013 - July 2013
BBDO May 2012 - August 2012
Portwell Inc. May 2010 - August 2010
BBDO May 2005 - August 2005
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science in Business Administration, Marketing
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (BS), Marketing
AXA Advisors June 2014 - Present
University Market and Deli March 2011 - August 2013
Denver Broncos May 2013 - July 2013
BBDO May 2012 - August 2012
Portwell Inc. May 2010 - August 2010
BBDO May 2005 - August 2005
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science in Business Administration, Marketing
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Lawrence Adkins, ChFC's AXA Advisors Experience July 2013 - September 2014
Job Managing Partner
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
James D. Skilling's AXA Advisors Experience June 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2012 - Present
University of California Santa Barbara Athletic Department June 2011 - November 2012
DAPC, LLC - Foreclosure Investment Company June 2010 - September 2010
Skills
Marketing, Financial Analysis, Entrepreneurship, Sales, Advertising, Company Branding, Business, Financial Risk
Education
University of California, Santa Barbara 2008 — 2012
BA, Sociology, Global Studies, Business, Entrepreneurship
AXA Advisors June 2012 - Present
University of California Santa Barbara Athletic Department June 2011 - November 2012
DAPC, LLC - Foreclosure Investment Company June 2010 - September 2010
Skills
Marketing, Financial Analysis, Entrepreneurship, Sales, Advertising, Company Branding, Business, Financial Risk
Education
University of California, Santa Barbara 2008 — 2012
BA, Sociology, Global Studies, Business, Entrepreneurship
Brandon Shin's AXA Advisors Experience June 2011 - August 2011
Job iOS Developer at CTRL LA
Industry Writing and Editing
Experience
CTRL LA March 2015 - Present
Graphiq (Formerly FindtheBest) July 2014 - March 2015
Gazzaniga Lab October 2013 - June 2014
Attention Lab September 2013 - June 2014
Daily Nexus January 2013 - June 2014
AXA Advisors June 2011 - August 2011
Skills
Academic Tutoring, Product Management, iOS Development, Swift, Python, HTML 5, iOS Design, News Writing, Project Management, Sales, JavaScript, Objective-C, CSS3, Stock Trading, Exercise Physiology, Weight Training, fMRI, EEG, Node.js, CSS, Microsoft Office, Social Networking, PowerPoint, Research, HTML5, Start-ups, Microsoft Word, Microsoft Excel, Public Speaking, Science Journalism, Social Media, Event Planning
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Biopsychology
CTRL LA March 2015 - Present
Graphiq (Formerly FindtheBest) July 2014 - March 2015
Gazzaniga Lab October 2013 - June 2014
Attention Lab September 2013 - June 2014
Daily Nexus January 2013 - June 2014
AXA Advisors June 2011 - August 2011
Skills
Academic Tutoring, Product Management, iOS Development, Swift, Python, HTML 5, iOS Design, News Writing, Project Management, Sales, JavaScript, Objective-C, CSS3, Stock Trading, Exercise Physiology, Weight Training, fMRI, EEG, Node.js, CSS, Microsoft Office, Social Networking, PowerPoint, Research, HTML5, Start-ups, Microsoft Word, Microsoft Excel, Public Speaking, Science Journalism, Social Media, Event Planning
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Biopsychology
Kaitlyn Orblom Kaitlyn Orblom's AXA Advisors Experience August 2012 - January 2013
Job Technical Account Manager at AppNexus
Industry Online Media
Experience
AppNexus August 2015 - Present
Oracle April 2015 - August 2015
Datalogix July 2014 - April 2015
Datalogix January 2013 - July 2014
AXA Advisors August 2012 - January 2013
Tewell Warren Printing January 2012 - August 2012
Time Warner Cable June 2011 - August 2011
Education
University of Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder 2008 — 2011
Bachelors of Science, Business Administration; an emphasis in HR Management
AppNexus August 2015 - Present
Oracle April 2015 - August 2015
Datalogix July 2014 - April 2015
Datalogix January 2013 - July 2014
AXA Advisors August 2012 - January 2013
Tewell Warren Printing January 2012 - August 2012
Time Warner Cable June 2011 - August 2011
Education
University of Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder 2008 — 2011
Bachelors of Science, Business Administration; an emphasis in HR Management
Zach Cohen's AXA Advisors Experience June 2014 - August 2014
Job Outbound Sales Rep Sonicare at Philips
Industry Financial Services
Experience
Philips September 2014 - Present
AXA Advisors June 2014 - August 2014
University of Delaware January 2010 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
Sinapi’s Ceola Manor October 2007 - March 2013
Bloom and Streit May 2012 - August 2012
Stillman Management June 2009 - August 2009
Anker Management June 2008 - August 2008
Skills
Microsoft Office
Education
University of Delaware 2010 — 2014
Bachelor of Science, Operations Management and Finance
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science 2014, Double Major - Operations Management and Finance
Yorktown High School 2006 — 2010
Philips September 2014 - Present
AXA Advisors June 2014 - August 2014
University of Delaware January 2010 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
Sinapi’s Ceola Manor October 2007 - March 2013
Bloom and Streit May 2012 - August 2012
Stillman Management June 2009 - August 2009
Anker Management June 2008 - August 2008
Skills
Microsoft Office
Education
University of Delaware 2010 — 2014
Bachelor of Science, Operations Management and Finance
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science 2014, Double Major - Operations Management and Finance
Yorktown High School 2006 — 2010
Joseph Theam Joseph Theam's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Education
UCSB 2009 — 2013
Bachelor's degree, Business/Managerial Economics
AXA Advisors May 2014 - Present
Education
UCSB 2009 — 2013
Bachelor's degree, Business/Managerial Economics
Philip Lelle's AXA Advisors Experience January 2007 - August 2014
Job President at L&M Wealth Management Wealth Advisor
Industry Financial Services
Experience
L&M Wealth Management September 2014 - Present
SkyStream Technologies April 2013 - Present
AXA Advisors January 2007 - August 2014
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Retirement Plans, Retirement Plan..., Financial Planning
Education
University of Central Florida - College of Business Administration 2000 — 2005
BSBA, Management
Winter Springs High 1997 — 2000
L&M Wealth Management September 2014 - Present
SkyStream Technologies April 2013 - Present
AXA Advisors January 2007 - August 2014
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Retirement Plans, Retirement Plan..., Financial Planning
Education
University of Central Florida - College of Business Administration 2000 — 2005
BSBA, Management
Winter Springs High 1997 — 2000
Sina Soltani's AXA Advisors Experience February 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2012 - Present
Skills
Business Strategy, Business Continuity..., Wealth Management, Retirement Planning, Risk Management, Pension Planning, Charitable Gift Planning, Series 7, Series 63, Investment planning, Insurance Planning, Long-term Care Planning..., Education Planning, Tax-deferred investment..., Estate Planning...
Education
University of California, Santa Barbara 2007 — 2011
Business Economics, Economics
AXA Advisors February 2012 - Present
Skills
Business Strategy, Business Continuity..., Wealth Management, Retirement Planning, Risk Management, Pension Planning, Charitable Gift Planning, Series 7, Series 63, Investment planning, Insurance Planning, Long-term Care Planning..., Education Planning, Tax-deferred investment..., Estate Planning...
Education
University of California, Santa Barbara 2007 — 2011
Business Economics, Economics
Parker C. Bennett Parker C. Bennett's AXA Advisors Experience June 2005 - January 2007
Job Director of Business Development at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC November 2013 - Present
Fox Sports Media Group January 2012 - November 2013
Georgeville Entertainment September 2010 - January 2012
Artemis Media Group LLC January 2007 - September 2010
AXA Advisors June 2005 - January 2007
Skills
Business Planning, Management Consulting, Financial Analysis, Asset Management, Financial Modeling, Corporate Development, Equity Research, Business Plan..., Venture Financing, Private Equity, Entertainment Industry, Media Finance, Asset Managment, Television, Portfolio Management, Due Diligence, Business Development, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Strategy
Education
University of California, Santa Barbara 2001 — 2005
B.S., Political Science, History
Brentwood School 1997 — 2001
Salem Partners LLC November 2013 - Present
Fox Sports Media Group January 2012 - November 2013
Georgeville Entertainment September 2010 - January 2012
Artemis Media Group LLC January 2007 - September 2010
AXA Advisors June 2005 - January 2007
Skills
Business Planning, Management Consulting, Financial Analysis, Asset Management, Financial Modeling, Corporate Development, Equity Research, Business Plan..., Venture Financing, Private Equity, Entertainment Industry, Media Finance, Asset Managment, Television, Portfolio Management, Due Diligence, Business Development, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Strategy
Education
University of California, Santa Barbara 2001 — 2005
B.S., Political Science, History
Brentwood School 1997 — 2001
Eric JH Hong's AXA Advisors Experience June 2014 - August 2014
Job Actuarial Intern at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company May 2015 - Present
AXA Advisors June 2014 - August 2014
Jaker Insurance Service June 2013 - August 2013
Skills
Economics, Statistics, Econometrics, Mathematics, Teamwork, Probability, Microsoft Office, PowerPoint, Applied Probability, Corporate Finance, Stata, Customer Service, General Insurance, Matlab, VBA, SAS, Microsoft SQL Server
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Joint Mathematics and Economics
Beverly Hills High School 2006 — 2010
Transamerica Life Insurance Company May 2015 - Present
AXA Advisors June 2014 - August 2014
Jaker Insurance Service June 2013 - August 2013
Skills
Economics, Statistics, Econometrics, Mathematics, Teamwork, Probability, Microsoft Office, PowerPoint, Applied Probability, Corporate Finance, Stata, Customer Service, General Insurance, Matlab, VBA, SAS, Microsoft SQL Server
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Joint Mathematics and Economics
Beverly Hills High School 2006 — 2010
Henry Han Henry Han's AXA Advisors Experience December 2013 - March 2014
Job Funding Specialist at IMCA Capital
Industry
Experience
IMCA Capital May 2015 - Present
AXA Advisors December 2013 - March 2014
China Minsheng Banking Corp.ltd August 2013 - September 2013
Tawa Supermarket, Inc. November 2006 - January 2011
Skills
SOA Exams: P (Passed),..., Computer Skills:..., Language Capability:..., Training, Management, Marketing, Matlab, Microsoft Excel, Data Analysis, Statistics, Microsoft Office, SQL
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (B.S.), Statistics, Major GPA 3.7/4.0
IMCA Capital May 2015 - Present
AXA Advisors December 2013 - March 2014
China Minsheng Banking Corp.ltd August 2013 - September 2013
Tawa Supermarket, Inc. November 2006 - January 2011
Skills
SOA Exams: P (Passed),..., Computer Skills:..., Language Capability:..., Training, Management, Marketing, Matlab, Microsoft Excel, Data Analysis, Statistics, Microsoft Office, SQL
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (B.S.), Statistics, Major GPA 3.7/4.0
Nikita Nathan's AXA Advisors Experience September 2013 - December 2013
Job Futures Associate at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments July 2015 - Present
Ad.net March 2015 - June 2015
The TJX Companies, Inc. June 2014 - August 2014
AXA Advisors September 2013 - December 2013
UCLA Daily Bruin April 2012 - June 2012
Skills
Research, Teamwork, PowerPoint, Microsoft Excel, InDesign, Microsoft Word, Facebook, Social Media, Digital Marketing, Advertising, Photoshop, Microsoft Office, Management, Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments July 2015 - Present
Ad.net March 2015 - June 2015
The TJX Companies, Inc. June 2014 - August 2014
AXA Advisors September 2013 - December 2013
UCLA Daily Bruin April 2012 - June 2012
Skills
Research, Teamwork, PowerPoint, Microsoft Excel, InDesign, Microsoft Word, Facebook, Social Media, Digital Marketing, Advertising, Photoshop, Microsoft Office, Management, Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
valentina gomez valentina gomez's AXA Advisors Experience May 2014 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
AXA Advisors May 2014 - August 2014
Brewzii January 2012 - July 2012
Ruby Tuesday March 2010 - January 2012
Skills
Microsoft Excel, Microsoft Office, Demand Forecasting, Supply Chain, Time Value of Money, Portfolio Assessment, Amortization Schedules, Marketing Communications, Financial Analysis, Accounting, Accruals, Customer Service
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (BBA), Finance
AXA Advisors May 2014 - August 2014
Brewzii January 2012 - July 2012
Ruby Tuesday March 2010 - January 2012
Skills
Microsoft Excel, Microsoft Office, Demand Forecasting, Supply Chain, Time Value of Money, Portfolio Assessment, Amortization Schedules, Marketing Communications, Financial Analysis, Accounting, Accruals, Customer Service
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Christopher Mak Christopher Mak's AXA Advisors Experience August 2013 - August 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
AXA Advisors August 2013 - August 2014
Skills
Retirement Planning, Financial Services, Asset Allocation, Portfolio Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Edge September 2014 - Present
AXA Advisors August 2013 - August 2014
Skills
Retirement Planning, Financial Services, Asset Allocation, Portfolio Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Austin Albert Jr.'s AXA Advisors Experience May 2013 - August 2014
Job Analyst at Corbin Perception
Industry Financial Services
Experience
Corbin Perception January 2015 - Present
AXA Advisors May 2013 - August 2014
Barclays Wealth and Investment Management October 2012 - December 2012
Webster Bank May 2011 - September 2012
Skills
Banking, Financial Services, Policy, Microsoft Excel, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Financial Analysis, Investor Relations
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics, B-
University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Corbin Perception January 2015 - Present
AXA Advisors May 2013 - August 2014
Barclays Wealth and Investment Management October 2012 - December 2012
Webster Bank May 2011 - September 2012
Skills
Banking, Financial Services, Policy, Microsoft Excel, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Financial Analysis, Investor Relations
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics, B-
University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Matt Huyett, AAMS Matt Huyett, AAMS's AXA Advisors Experience September 2001 - February 2003
Job Divisional Sales Manager Internal
Industry Financial Services
Experience
Principal Funds August 2006 - Present
Etrade Financial February 2004 - August 2006
AXA Advisors September 2001 - February 2003
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Sales Management, Retirement, Series 63, Series 24, Executive Management, Retirement Planning, Financial Services, Securities, Wealth Management, Management, Asset Allocation, Finance
Education
University of California, Santa Barbara 1997 — 2001
B.S., Economics with emphsis in Business
Laguna Creek High School 1994 — 1997
Principal Funds August 2006 - Present
Etrade Financial February 2004 - August 2006
AXA Advisors September 2001 - February 2003
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Sales Management, Retirement, Series 63, Series 24, Executive Management, Retirement Planning, Financial Services, Securities, Wealth Management, Management, Asset Allocation, Finance
Education
University of California, Santa Barbara 1997 — 2001
B.S., Economics with emphsis in Business
Laguna Creek High School 1994 — 1997
Robert Perry Jr.'s AXA Advisors Experience November 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2006 - Present
Morgan Stanley Smith Barney January 2004 - November 2004
Skills
Portfolio Management
Education
The American College 2011 — 2015
CFP, CFP
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Finance
Swampscott High School 1998 — 2001
AXA Advisors November 2006 - Present
Morgan Stanley Smith Barney January 2004 - November 2004
Skills
Portfolio Management
Education
The American College 2011 — 2015
CFP, CFP
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Finance
Swampscott High School 1998 — 2001
Dylan Hall Dylan Hall's AXA Advisors Experience May 2010 - August 2010
Job Leasing Analyst at Sidford Capital LLC
Industry Real Estate
Experience
Column Commercial Partners September 2013 - March 2014
Land Title Guarantee Company January 2013 - August 2013
University of Colorado Boulder August 2009 - May 2013
Four Star Realty April 2012 - August 2012
AXA Advisors May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Social Networking, Research, Teamwork, Time Management, Report Writing, Data Analysis, Community Outreach, Business Development, Microsoft Excel, Social Media
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science in Business Administration, Finance, Real Estate, Graduate
Column Commercial Partners September 2013 - March 2014
Land Title Guarantee Company January 2013 - August 2013
University of Colorado Boulder August 2009 - May 2013
Four Star Realty April 2012 - August 2012
AXA Advisors May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Social Networking, Research, Teamwork, Time Management, Report Writing, Data Analysis, Community Outreach, Business Development, Microsoft Excel, Social Media
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science in Business Administration, Finance, Real Estate, Graduate
Thomas Roetenberger Thomas Roetenberger's AXA Advisors Experience September 2012 - December 2012
Job Professional Provider Service Consultant at Assurant Employee Benefits
Industry Financial Services
Experience
Assurant Employee Benefits 2013 - Present
AXA Advisors September 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - October 2011
Ameriprise Financial Services, Inc. January 2010 - January 2011
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. January 2000 - January 2005
Skills
Customer Service, Financial Reporting, Insurance, Kaizen, Lotus Notes, Microsoft Office, Customer Relations, Clearing Associate, Annuities, Coaching Staff, Brokerage, Mutual Funds, Innovation Management, Team Building, Cost Management, Tutoring, Real Estate, Internal Communications, Data Collection, Health Insurance, Long Term Care Insurance, Budget Monitoring, Teamwork, Microsoft Excel, Microsoft Word, New Business Development, Financial Analysis, Stocks, Bonds, Quality Control, Fixed Annuities, Retirement Planning, Series 7, Financial Advisory, Life Insurance, Leadership, Long-term Care
Education
University of Cincinnati 1981 — 1984
Business Administration and Management, General
Assurant Employee Benefits 2013 - Present
AXA Advisors September 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - October 2011
Ameriprise Financial Services, Inc. January 2010 - January 2011
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. January 2000 - January 2005
Skills
Customer Service, Financial Reporting, Insurance, Kaizen, Lotus Notes, Microsoft Office, Customer Relations, Clearing Associate, Annuities, Coaching Staff, Brokerage, Mutual Funds, Innovation Management, Team Building, Cost Management, Tutoring, Real Estate, Internal Communications, Data Collection, Health Insurance, Long Term Care Insurance, Budget Monitoring, Teamwork, Microsoft Excel, Microsoft Word, New Business Development, Financial Analysis, Stocks, Bonds, Quality Control, Fixed Annuities, Retirement Planning, Series 7, Financial Advisory, Life Insurance, Leadership, Long-term Care
Education
University of Cincinnati 1981 — 1984
Business Administration and Management, General
Antony Seppi Antony Seppi's AXA Advisors Experience February 2007 - April 2011
Job Operations Director at The Hamilton Mill
Industry Architecture & Planning
Experience
The Hamilton Mill January 2014 - Present
City of Hamilton, Ohio March 2011 - Present
AXA Advisors February 2007 - April 2011
University of Cincinnati - School of Planning June 2009 - August 2009
Reynolds and Reynolds 2001 - 2006
Cincom Systems 2000 - 2001
Intelliseek 1998 - 1999
Information Builders 1995 - 1998
Skills
Economics, Newsletters, International Business..., Strategic Planning, Cross-functional Team..., Statistics, Policy, Sustainability, Writing
Education
University of Cincinnati 2008 — 2010
Master, Planning and Economic Development
Wake Forest University
BA, Economics, Cum Laude Honors
The Hamilton Mill January 2014 - Present
City of Hamilton, Ohio March 2011 - Present
AXA Advisors February 2007 - April 2011
University of Cincinnati - School of Planning June 2009 - August 2009
Reynolds and Reynolds 2001 - 2006
Cincom Systems 2000 - 2001
Intelliseek 1998 - 1999
Information Builders 1995 - 1998
Skills
Economics, Newsletters, International Business..., Strategic Planning, Cross-functional Team..., Statistics, Policy, Sustainability, Writing
Education
University of Cincinnati 2008 — 2010
Master, Planning and Economic Development
Wake Forest University
BA, Economics, Cum Laude Honors
Jean Swan Haas's AXA Advisors Experience April 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Dennis Chaumont State Farm September 2010 - June 2012
Skills
Retirement Planning..., Insurance Strategies, Investment Services
Education
University of Central Oklahoma
Criminal Justice and Corrections
AXA Advisors April 2014 - Present
Dennis Chaumont State Farm September 2010 - June 2012
Skills
Retirement Planning..., Insurance Strategies, Investment Services
Education
University of Central Oklahoma
Criminal Justice and Corrections
Michael Rutigliano's AXA Advisors Experience January 2014 - July 2014
Job Operations supervisor
Industry Package/Freight Delivery
Experience
UPS August 2014 - Present
AXA Advisors January 2014 - July 2014
Shoot Straight Inc April 2012 - January 2014
Orlando Recycle Material August 2008 - May 2010
Skills
Strategic Financial..., Investments, Wealth Management, Life Insurance, Fixed Annuities, Long-term Care
Education
University of Central Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
UPS August 2014 - Present
AXA Advisors January 2014 - July 2014
Shoot Straight Inc April 2012 - January 2014
Orlando Recycle Material August 2008 - May 2010
Skills
Strategic Financial..., Investments, Wealth Management, Life Insurance, Fixed Annuities, Long-term Care
Education
University of Central Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Alexander Stone's AXA Advisors Experience 2007 - 2012
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
AXA Advisors 2007 - 2012
Business Networking International 2009 - 2010
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Management, Securities, Series 63, Finance, FINRA, Insurance, Wealth Management, Retirement, Fixed Annuities, Uniform Combined State..., Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation, Equities, Life Insurance, Series 65
Education
The University of Connecticut
BA, Business & Communications
Northwestern Mutual 2012 - Present
AXA Advisors 2007 - 2012
Business Networking International 2009 - 2010
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Management, Securities, Series 63, Finance, FINRA, Insurance, Wealth Management, Retirement, Fixed Annuities, Uniform Combined State..., Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation, Equities, Life Insurance, Series 65
Education
The University of Connecticut
BA, Business & Communications
Darin Guthrie Darin Guthrie's AXA Advisors Experience January 2003 - August 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
Katherine Billings's AXA Advisors Experience January 2012 - March 2012
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
JPMorgan Chase June 2012 - August 2013
CarMax February 2012 - June 2012
University of Central Florida Housing and Residence Life September 2008 - April 2012
AXA Advisors January 2012 - March 2012
The Country's Best Yogurt April 2006 - August 2009
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Leadership, Marketing, Sales, Finance, Accounting, Access, Financial Analysis, Microsoft Office
Education
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Wells Fargo September 2013 - Present
JPMorgan Chase June 2012 - August 2013
CarMax February 2012 - June 2012
University of Central Florida Housing and Residence Life September 2008 - April 2012
AXA Advisors January 2012 - March 2012
The Country's Best Yogurt April 2006 - August 2009
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Leadership, Marketing, Sales, Finance, Accounting, Access, Financial Analysis, Microsoft Office
Education
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Ashleigh Graham's AXA Advisors Experience January 2015 - April 2015
Job Student at University of Central Florida
Industry
Experience
Americas Money Source Inc April 2015 - Present
AXA Advisors January 2015 - April 2015
Smith, Hood, & Bigman Law Firm July 2014 - August 2014
TaxAssist Accountants Ireland May 2014 - July 2014
CVS Health May 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Research, Leadership, Project Management, PowerPoint, Strategic Planning
Education
University of Central Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics
Americas Money Source Inc April 2015 - Present
AXA Advisors January 2015 - April 2015
Smith, Hood, & Bigman Law Firm July 2014 - August 2014
TaxAssist Accountants Ireland May 2014 - July 2014
CVS Health May 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Research, Leadership, Project Management, PowerPoint, Strategic Planning
Education
University of Central Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics
Eric Lehman Eric Lehman's AXA Advisors Experience March 2012 - June 2012
Job Business Operations Analyst
Industry Defense & Space
Experience
SEAKR Engineering June 2012 - Present
AXA Advisors March 2012 - June 2012
RP Holdings/Southwind Financial Group June 2011 - March 2012
Aspen Wealth Management 2010 - 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Budgeting, Series 7, Analysis, Microsoft Office, Leadership, PowerPoint
Education
University of Colorado Denver 2014 — 2016
MBA, Finance, 3.85
University of Denver - Daniels College of Business 2009 — 2011
BSBA, Finance, 3.8
SEAKR Engineering June 2012 - Present
AXA Advisors March 2012 - June 2012
RP Holdings/Southwind Financial Group June 2011 - March 2012
Aspen Wealth Management 2010 - 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Budgeting, Series 7, Analysis, Microsoft Office, Leadership, PowerPoint
Education
University of Colorado Denver 2014 — 2016
MBA, Finance, 3.85
University of Denver - Daniels College of Business 2009 — 2011
BSBA, Finance, 3.8
David Madway David Madway's AXA Advisors Experience January 2010 - May 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Fidelity Investments November 2011 - April 2013
Fifth Third Bank May 2011 - February 2012
Fusilier Realty November 2010 - July 2011
AXA Advisors January 2010 - May 2010
Smith Equities Real Estate Investment Advisors January 2009 - January 2010
Lockheed Martin January 2008 - August 2008
Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor, Finance
Merrill Lynch May 2013 - Present
Fidelity Investments November 2011 - April 2013
Fifth Third Bank May 2011 - February 2012
Fusilier Realty November 2010 - July 2011
AXA Advisors January 2010 - May 2010
Smith Equities Real Estate Investment Advisors January 2009 - January 2010
Lockheed Martin January 2008 - August 2008
Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor, Finance
Wesley Hackett's AXA Advisors Experience August 2010 - January 2015
Job Financial Representative at Lelle & Mitchell Wealth Management
Industry Financial Services
Experience
Lelle & Mitchell Wealth Management March 2015 - Present
Classic Contractors Unlimited, Inc January 2013 - Present
AXA Advisors August 2010 - January 2015
Skills
Financial Planning, Financial Services, Life Insurance, Term Life Insurance, Variable Annuities, Sales, Client Services, QuickBooks, Account Management, Investments, Customer Service, Leadership
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pine Castle Christian Academy 1999 — 2006
Lelle & Mitchell Wealth Management March 2015 - Present
Classic Contractors Unlimited, Inc January 2013 - Present
AXA Advisors August 2010 - January 2015
Skills
Financial Planning, Financial Services, Life Insurance, Term Life Insurance, Variable Annuities, Sales, Client Services, QuickBooks, Account Management, Investments, Customer Service, Leadership
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pine Castle Christian Academy 1999 — 2006
Gregg Lapenta Gregg Lapenta's AXA Advisors Experience June 2002 - March 2004
Job Financial Advisor at Greater Nevada Financial Services located at Greater Nevada Credit Union
Industry Financial Services
Experience
Greater Nevada Financial Services located at Greater Nevada Credit Union March 2004 - Present
AXA Advisors June 2002 - March 2004
Wells Fargo Financial January 1991 - February 2002
Skills
Mutual Funds, Retirement, Wealth Management, Retirement Planning, Credit, Investments, Banking, Financial Analysis, Finance, Mortgage Lending, Asset Allocation, Refinance, Strategic Financial..., Loans, Underwriting, Mortgage Banking, Residential Mortgages, Risk Management, Series 7, Consumer Lending, Portfolio Management, Series 63, Fixed Annuities
Education
University of Connecticut 1982 — 1986
BA, Economics
Greater Nevada Financial Services located at Greater Nevada Credit Union March 2004 - Present
AXA Advisors June 2002 - March 2004
Wells Fargo Financial January 1991 - February 2002
Skills
Mutual Funds, Retirement, Wealth Management, Retirement Planning, Credit, Investments, Banking, Financial Analysis, Finance, Mortgage Lending, Asset Allocation, Refinance, Strategic Financial..., Loans, Underwriting, Mortgage Banking, Residential Mortgages, Risk Management, Series 7, Consumer Lending, Portfolio Management, Series 63, Fixed Annuities
Education
University of Connecticut 1982 — 1986
BA, Economics
Kathryn Gash Kathryn Gash's AXA Advisors Experience June 2007 - December 2009
Job High School Counselor at The Academy of Charter Schools
Industry Education Management
Experience
The Academy of Charter Schools July 2014 - Present
Cherry Creek High School August 2013 - Present
Merrill Middle School March 2013 - Present
American Heart Association January 2010 - Present
AXA Advisors June 2007 - December 2009
Skills
Microsoft Excel, Event Planning, Nonprofits, Marketing, Fundraising, Volunteer Management, Social Media, Event Management, Public Speaking, Public Relations, Social Networking
Education
University of Denver 2005 — 2008
BSBA, Business Management
The Academy of Charter Schools July 2014 - Present
Cherry Creek High School August 2013 - Present
Merrill Middle School March 2013 - Present
American Heart Association January 2010 - Present
AXA Advisors June 2007 - December 2009
Skills
Microsoft Excel, Event Planning, Nonprofits, Marketing, Fundraising, Volunteer Management, Social Media, Event Management, Public Speaking, Public Relations, Social Networking
Education
University of Denver 2005 — 2008
BSBA, Business Management
Jerry Spataro Jerry Spataro's AXA Advisors Experience April 2008 - June 2009
Job Chief Financial Officer at Girl Scouts of Central Texas
Industry Nonprofit Organization Management
Experience
Girl Scouts of Central Texas January 2013 - Present
Girls Scouts of Central Texas May 2012 - January 2013
Chisholm Trail Financial Group/New England Financial July 2009 - June 2012
AXA Advisors April 2008 - June 2009
Time Warner Cable August 1981 - August 2007
Education
University of Colorado Denver 1977 — 1979
Bachelor of Science, Accounting
Girl Scouts of Central Texas January 2013 - Present
Girls Scouts of Central Texas May 2012 - January 2013
Chisholm Trail Financial Group/New England Financial July 2009 - June 2012
AXA Advisors April 2008 - June 2009
Time Warner Cable August 1981 - August 2007
Education
University of Colorado Denver 1977 — 1979
Bachelor of Science, Accounting
John Jacquat John Jacquat's AXA Advisors Experience January 2002 - December 2004
Job Pure Risk Solutions Insurance Agency
Industry Insurance
Experience
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
Travis Tam, CFP®'s AXA Advisors Experience May 2005 - May 2013
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2005 - Present
The Bailey Group August 2011 - December 2014
AXA Advisors May 2005 - May 2013
Banc of America Securities 2004 - 2005
BofA 2001 - 2004
Education
University of California, Santa Barbara 1997 — 2001
DLS
AXA Advisors, LLC October 2005 - Present
The Bailey Group August 2011 - December 2014
AXA Advisors May 2005 - May 2013
Banc of America Securities 2004 - 2005
BofA 2001 - 2004
Education
University of California, Santa Barbara 1997 — 2001
DLS
Felicia Woodruff Felicia Woodruff's AXA Advisors Experience 2009 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2009 - Present
Skills
Retirement Planning, Investments, Securities, Wealth Management, Estate Planning, Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Series 7, FINRA, Personal Finance, Mutual Funds, Financial Analysis, Equities, Investment Strategies, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Small Business, Financial Services, Asset Management, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance and Economics
AXA Advisors 2009 - Present
Skills
Retirement Planning, Investments, Securities, Wealth Management, Estate Planning, Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Series 7, FINRA, Personal Finance, Mutual Funds, Financial Analysis, Equities, Investment Strategies, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Small Business, Financial Services, Asset Management, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance and Economics
David Sokerka's AXA Advisors Experience July 2011 - January 2012
Job Department Sales Manager at Lowe's Home Improvement
Industry Financial Services
Experience
Lowe's Home Improvement July 2012 - Present
Harris Corporation March 2012 - March 2012
AXA Advisors July 2011 - January 2012
Skills
Entrepreneurship, Microsoft Excel, Financial Markets, Finance, Investments, Management, Financial Accounting, Risk Management, Portfolio Management, Financial Planning
Education
Valencia College 2011 — 2015
Associate of Science (A.S.), Electrical and Electronics Engineering
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration; Finance, 3.78 GPA Magna Cum Laude
Valencia College 2007 — 2010
Associate of Science (A.S.), Audio Engineering and Music Production
Lowe's Home Improvement July 2012 - Present
Harris Corporation March 2012 - March 2012
AXA Advisors July 2011 - January 2012
Skills
Entrepreneurship, Microsoft Excel, Financial Markets, Finance, Investments, Management, Financial Accounting, Risk Management, Portfolio Management, Financial Planning
Education
Valencia College 2011 — 2015
Associate of Science (A.S.), Electrical and Electronics Engineering
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration; Finance, 3.78 GPA Magna Cum Laude
Valencia College 2007 — 2010
Associate of Science (A.S.), Audio Engineering and Music Production
calin cagliuso's AXA Advisors Experience October 2014 - January 2015
Job Account Coordinator at PaySmart USA
Industry Leisure, Travel & Tourism
Experience
PaySmart USA March 2015 - Present
Publix May 2008 - May 2015
AXA Advisors October 2014 - January 2015
Skills
Cash Handling Experience, Cashiering, Cash Register, Phone Skills, Phone Etiquette, Customer Service, Data Entry, Customer Satisfaction, Retail, Time Management, Life & Health Insurance..., Series 6, Retirement Planning, Life Insurance, Salesforce.com, Sales Process, Telephone Skills, Insurance, Inventory Management, Teamwork
Education
University of Central Florida 2009 — 2014
Bachelor's degree, Finance, General
PaySmart USA March 2015 - Present
Publix May 2008 - May 2015
AXA Advisors October 2014 - January 2015
Skills
Cash Handling Experience, Cashiering, Cash Register, Phone Skills, Phone Etiquette, Customer Service, Data Entry, Customer Satisfaction, Retail, Time Management, Life & Health Insurance..., Series 6, Retirement Planning, Life Insurance, Salesforce.com, Sales Process, Telephone Skills, Insurance, Inventory Management, Teamwork
Education
University of Central Florida 2009 — 2014
Bachelor's degree, Finance, General
Philip Chew Philip Chew's AXA Advisors Experience December 2013 - September 2014
Job
Industry Education Management
Experience
Zaniac November 2013 - Present
Multiple Locations March 2006 - Present
AXA Advisors December 2013 - September 2014
Pinkberry Ventures, Inc June 2012 - August 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.)
Greenwich High School 2005 — 2009
Zaniac November 2013 - Present
Multiple Locations March 2006 - Present
AXA Advisors December 2013 - September 2014
Pinkberry Ventures, Inc June 2012 - August 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.)
Greenwich High School 2005 — 2009
Robert Ridgley, CFA, CPA Robert Ridgley, CFA, CPA's AXA Advisors Experience November 2000 - October 2004
Job Financial Strategist at Midwest Financial Partners, LLC
Industry Financial Services
Experience
Midwest Financial Partners, LLC February 2014 - Present
Western & Southern Financial Group May 2005 - November 2013
Nationwide Insurance November 2004 - April 2005
AXA Advisors November 2000 - October 2004
CNG Financial August 1998 - October 2000
U.S. Financial Life Insurance Company October 1995 - August 1998
Skills
Investment Analysis, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Financial Reporting
Education
University of Cincinnati 1976 — 1981
BBA, Accounting
Midwest Financial Partners, LLC February 2014 - Present
Western & Southern Financial Group May 2005 - November 2013
Nationwide Insurance November 2004 - April 2005
AXA Advisors November 2000 - October 2004
CNG Financial August 1998 - October 2000
U.S. Financial Life Insurance Company October 1995 - August 1998
Skills
Investment Analysis, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Financial Reporting
Education
University of Cincinnati 1976 — 1981
BBA, Accounting
Angel Shu's AXA Advisors Experience September 2013 - November 2014
Job National Language Service Corps Operations
Industry Public Relations and Communications
Experience
National Language Service Corps November 2014 - Present
AXA Advisors September 2013 - November 2014
mark. September 2009 - September 2013
Zatada, LLC January 2013 - May 2013
MCN (Mason Cable Network) January 2011 - January 2013
Groovin The Moo 2012 May 2012 - May 2012
DJ Design and Construction January 2010 - May 2012
Macy's May 2011 - August 2011
Serenity 2006 - 2009
American Music Abroad August 2007 - August 2008
Skills
Microsoft Office, Social Media, Mandarin, Outlook, Public Relations, Event Planning, Press Releases, Marketing, Public Speaking, Leadership, Customer Service, Facebook, Social Networking, Event Management, PowerPoint, Dependable Team Player, Collaborative Problem..., Strategic Communications, Diversity & Inclusion, Group Dynamics, Positive Can-do Attitude, Positive Team Player, Creative Problem Solving, Marketing Strategy, Adaptive Learning, Community Outreach
Education
George Mason University 2009 — 2013
BA, Communication/ Business
University of Canberra 2012 — 2012
B.A., Communication
LeaderShape Institute
2011 Leadership Mason Conference
2011 Mason Leadership Institute
National Language Service Corps November 2014 - Present
AXA Advisors September 2013 - November 2014
mark. September 2009 - September 2013
Zatada, LLC January 2013 - May 2013
MCN (Mason Cable Network) January 2011 - January 2013
Groovin The Moo 2012 May 2012 - May 2012
DJ Design and Construction January 2010 - May 2012
Macy's May 2011 - August 2011
Serenity 2006 - 2009
American Music Abroad August 2007 - August 2008
Skills
Microsoft Office, Social Media, Mandarin, Outlook, Public Relations, Event Planning, Press Releases, Marketing, Public Speaking, Leadership, Customer Service, Facebook, Social Networking, Event Management, PowerPoint, Dependable Team Player, Collaborative Problem..., Strategic Communications, Diversity & Inclusion, Group Dynamics, Positive Can-do Attitude, Positive Team Player, Creative Problem Solving, Marketing Strategy, Adaptive Learning, Community Outreach
Education
George Mason University 2009 — 2013
BA, Communication/ Business
University of Canberra 2012 — 2012
B.A., Communication
LeaderShape Institute
2011 Leadership Mason Conference
2011 Mason Leadership Institute
Bret Hunt Bret Hunt's AXA Advisors Experience February 2013 - March 2014
Job Financial Professional
Industry Financial Services
Experience
OppenheimerFunds October 2014 - August 2015
AXA Advisors February 2013 - March 2014
Nationwide Insurance June 2010 - August 2012
Skills
Retirement Planning, Financial Analysis, Retirement
Education
University of Colorado at Boulder 2005 — 2010
Bachelor of Arts (B.A.), Economics
University of Hawaii at Manoa 2004 — 2005
OppenheimerFunds October 2014 - August 2015
AXA Advisors February 2013 - March 2014
Nationwide Insurance June 2010 - August 2012
Skills
Retirement Planning, Financial Analysis, Retirement
Education
University of Colorado at Boulder 2005 — 2010
Bachelor of Arts (B.A.), Economics
University of Hawaii at Manoa 2004 — 2005
Danielle Aledort Danielle Aledort's AXA Advisors Experience June 2011 - August 2011
Job Credit specialist at Signature Financial
Industry Banking
Experience
Signature Bank August 2015 - Present
Nassau County June 2014 - August 2014
Lewis Johs Avallone Aviles LLP June 2013 - August 2013
Calling All Kids June 2012 - August 2012
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Customer Service, Problem Solving, Budgets, Microsoft Word, Analysis, Healthcare, Insurance, Management, Outlook
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Signature Bank August 2015 - Present
Nassau County June 2014 - August 2014
Lewis Johs Avallone Aviles LLP June 2013 - August 2013
Calling All Kids June 2012 - August 2012
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Customer Service, Problem Solving, Budgets, Microsoft Word, Analysis, Healthcare, Insurance, Management, Outlook
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Ryan McRedmond's AXA Advisors Experience May 2010 - August 2011
Job Senior Account Executive at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Mark Schenauer Mark Schenauer's AXA Advisors Experience June 2012 - May 2013
Job Financial Analyst at Time Inc.
Industry Entertainment
Experience
Time Inc. August 2015 - Present
PBF HOLDINGS LTD July 2014 - August 2015
PBF HOLDINGS LTD July 2013 - July 2014
Northeast Planning Corporation May 2013 - July 2013
AXA Advisors June 2012 - May 2013
Diamond State Financial Group June 2010 - July 2011
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Marketing, Economics, Insurance, PowerPoint, Microsoft Office, Social Media, Portfolio Management, Microsoft Word, Analysis, Retirement Planning, Bloomberg Terminal, Strategic Planning, Financial Planners, Risk Management, Team Leadership, Estate Planning, Small Business, Financial Planning, Finance, Mutual Funds
Education
Alfred Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Delaware 2007 — 2011
Bachelor of Science Finance and Marketing, Marketing and Finance
Time Inc. August 2015 - Present
PBF HOLDINGS LTD July 2014 - August 2015
PBF HOLDINGS LTD July 2013 - July 2014
Northeast Planning Corporation May 2013 - July 2013
AXA Advisors June 2012 - May 2013
Diamond State Financial Group June 2010 - July 2011
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Marketing, Economics, Insurance, PowerPoint, Microsoft Office, Social Media, Portfolio Management, Microsoft Word, Analysis, Retirement Planning, Bloomberg Terminal, Strategic Planning, Financial Planners, Risk Management, Team Leadership, Estate Planning, Small Business, Financial Planning, Finance, Mutual Funds
Education
Alfred Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Delaware 2007 — 2011
Bachelor of Science Finance and Marketing, Marketing and Finance
Steven Nester Steven Nester's AXA Advisors Experience 2009 - Present
Job
Industry Financial Services
Experience
AXA Advisors 2009 - Present
Skills
Fixed Income, Financial Analysis, Equities, Asset Management, Wealth Management, Retirement Planning, Mutual Funds, Series 7, Series 66, Series 24
Education
The University of Connecticut 2004 — 2006
Master of Arts (MA), International Relations and Affairs
The University of Connecticut 1999 — 2003
Bachelor of Science (BS), Political Science And History
AXA Advisors 2009 - Present
Skills
Fixed Income, Financial Analysis, Equities, Asset Management, Wealth Management, Retirement Planning, Mutual Funds, Series 7, Series 66, Series 24
Education
The University of Connecticut 2004 — 2006
Master of Arts (MA), International Relations and Affairs
The University of Connecticut 1999 — 2003
Bachelor of Science (BS), Political Science And History
Josiah Albertsen, AAMS®'s AXA Advisors Experience 2009 - August 2011
Job Financial Advisor for Music, Entertainment & Small Business, Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
AXA Advisors 2009 - August 2011
AXA Advisors DBA Public Safety Financial Group February 2009 - May 2009
Climax Lounge Music Venue February 2004 - June 2007
Suburban Home Records June 2003 - April 2004
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Music Industry, Panel Moderator, Concert Production, Music Management
Education
University of Colorado at Denver 2007 — 2011
International Studies, Chinese Studies, Economics
Arvada High School 1999 — 2003
Raymond James August 2011 - Present
AXA Advisors 2009 - August 2011
AXA Advisors DBA Public Safety Financial Group February 2009 - May 2009
Climax Lounge Music Venue February 2004 - June 2007
Suburban Home Records June 2003 - April 2004
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Music Industry, Panel Moderator, Concert Production, Music Management
Education
University of Colorado at Denver 2007 — 2011
International Studies, Chinese Studies, Economics
Arvada High School 1999 — 2003
Louis Addesso Louis Addesso's AXA Advisors Experience January 2006 - April 2009
Job President at A&F Capital Group, LLC
Industry Financial Services
Experience
A&F Capital Group,LLC April 2009 - Present
AXA Advisors January 2006 - April 2009
Greenpoint Financial January 2000 - December 2005
Skills
Mutual Funds, Investments, Portfolio Management, Insurance, Securities, Financial Services, Finance, Series 63, Life Insurance, Retirement Planning, Estate Planning, Retirement, Series 7, Wealth Management, Financial Analysis, 401k, Investment Advisory, Strategic Financial..., IRAs, Asset Allocation
Education
University of Delaware 1994 — 1998
B.S., Political Science
A&F Capital Group,LLC April 2009 - Present
AXA Advisors January 2006 - April 2009
Greenpoint Financial January 2000 - December 2005
Skills
Mutual Funds, Investments, Portfolio Management, Insurance, Securities, Financial Services, Finance, Series 63, Life Insurance, Retirement Planning, Estate Planning, Retirement, Series 7, Wealth Management, Financial Analysis, 401k, Investment Advisory, Strategic Financial..., IRAs, Asset Allocation
Education
University of Delaware 1994 — 1998
B.S., Political Science
Jeff Raxlin Jeff Raxlin's AXA Advisors Experience May 2007 - November 2011
Job Executive Benefits and Retirement Income Planning Advisor | Community Catalyst
Industry Financial Services
Experience
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
Carolyn Maxson Carolyn Maxson's AXA Advisors Experience 1999 - 2001
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Jason Wanecek Jason Wanecek's AXA Advisors Experience April 2006 - August 2009
Job Financial Advisor at Mission Point Planning & Retirement
Industry Financial Services
Experience
Mission Point Planning & Retirement January 2014 - Present
Blue Water Financial Group September 2009 - December 2013
AXA Advisors April 2006 - August 2009
Comau September 2001 - February 2006
Comau October 1999 - September 2001
COMAU spa 1999 - 2001
Education
University of Detroit Mercy 2003 — 2005
MBA, Studied for MBA
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Sandler Sales Training
Sales
Mission Point Planning & Retirement January 2014 - Present
Blue Water Financial Group September 2009 - December 2013
AXA Advisors April 2006 - August 2009
Comau September 2001 - February 2006
Comau October 1999 - September 2001
COMAU spa 1999 - 2001
Education
University of Detroit Mercy 2003 — 2005
MBA, Studied for MBA
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Sandler Sales Training
Sales
Kate Wilburn's AXA Advisors Experience 2013 - Present
Job Financial Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
Salisbury Bank and Trust Company May 2011 - January 2014
SFC Associates May 2012 - August 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Housatonic Valley Regional
Pi Phi
AXA Advisors 2013 - Present
Salisbury Bank and Trust Company May 2011 - January 2014
SFC Associates May 2012 - August 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Housatonic Valley Regional
Pi Phi
Mandi Herlan's AXA Advisors Experience January 2013 - August 2013
Job SMB Account Executive at Gartner
Industry Information Technology and Services
Experience
Gartner 2015 - Present
Gartner 2015 - 2015
Houlihan's Restaurants, Inc. April 2014 - November 2014
ROAR! Internet Marketing January 2014 - May 2014
AXA Advisors January 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Advertising, Teamwork, Event Planning, Online Marketing, Social Networking, Time Management, Leadership
Education
University of Central Florida
Bachelor of Science (BS), Marketing
Sebastian River High School
Gartner 2015 - Present
Gartner 2015 - 2015
Houlihan's Restaurants, Inc. April 2014 - November 2014
ROAR! Internet Marketing January 2014 - May 2014
AXA Advisors January 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Advertising, Teamwork, Event Planning, Online Marketing, Social Networking, Time Management, Leadership
Education
University of Central Florida
Bachelor of Science (BS), Marketing
Sebastian River High School
Bryan Junus's AXA Advisors Experience December 2012 - June 2014
Job CFA level 2 candidate
Industry Financial Services
Experience
Patient Home Monitoring December 2014 - January 2015
WellPoint October 2014 - December 2014
AXA Advisors December 2012 - June 2014
SagePoint Financial October 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
International Financial & Insurance Services, Inc May 2011 - August 2011
Skills
Marketing, Social Networking, Research, Analysis, Market Research, Leadership, Access, Event Planning, Data Analysis, Teamwork, Portfolio Management, SPSS, Public Speaking, Finance, Financial Analysis
Education
UC San Diego 2010 — 2012
Bachelor of Science, Management Science
UC Riverside 2008 — 2010
Business Administration
Patient Home Monitoring December 2014 - January 2015
WellPoint October 2014 - December 2014
AXA Advisors December 2012 - June 2014
SagePoint Financial October 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
International Financial & Insurance Services, Inc May 2011 - August 2011
Skills
Marketing, Social Networking, Research, Analysis, Market Research, Leadership, Access, Event Planning, Data Analysis, Teamwork, Portfolio Management, SPSS, Public Speaking, Finance, Financial Analysis
Education
UC San Diego 2010 — 2012
Bachelor of Science, Management Science
UC Riverside 2008 — 2010
Business Administration
M. Diane Barron M. Diane Barron's AXA Advisors Experience March 2009 - November 2010
Job Client Relations Manager
Industry Consumer Services
Experience
Ellevate Network September 2013 - Present
LA Fitness October 2012 - Present
Trader Joe's July 2011 - Present
TriHealth December 2005 - Present
Ellevate Network 2010 - 2015
Ellevate Network 2010 - 2015
Ellevate Network 2010 - 2015
Urban Active Fitness October 2010 - October 2012
Wellpoint Anthem August 2011 - January 2012
AXA Advisors March 2009 - November 2010
Skills
Marketing, Customer Service, Accounting, Entrepreneurship, Sales, Management, Finance, Public Speaking, Fundraising, Sales Management, Customer Satisfaction, Insurance, Employee Benefits, Financial Analysis, Leadership, Budgets, Marketing Strategy, Project Management, Healthcare, Event Planning, Small Business, Account Management, New Business Development, Strategic Planning, Social Networking, Networking, Process Improvement, Social Media Marketing, Event Management, Time Management, Training, CRM, Team Building, Social Media, Analysis, Coaching, Nonprofits
Education
University of Cincinnati
Bachelor, Business Administration
Madeira High School
Ellevate Network September 2013 - Present
LA Fitness October 2012 - Present
Trader Joe's July 2011 - Present
TriHealth December 2005 - Present
Ellevate Network 2010 - 2015
Ellevate Network 2010 - 2015
Ellevate Network 2010 - 2015
Urban Active Fitness October 2010 - October 2012
Wellpoint Anthem August 2011 - January 2012
AXA Advisors March 2009 - November 2010
Skills
Marketing, Customer Service, Accounting, Entrepreneurship, Sales, Management, Finance, Public Speaking, Fundraising, Sales Management, Customer Satisfaction, Insurance, Employee Benefits, Financial Analysis, Leadership, Budgets, Marketing Strategy, Project Management, Healthcare, Event Planning, Small Business, Account Management, New Business Development, Strategic Planning, Social Networking, Networking, Process Improvement, Social Media Marketing, Event Management, Time Management, Training, CRM, Team Building, Social Media, Analysis, Coaching, Nonprofits
Education
University of Cincinnati
Bachelor, Business Administration
Madeira High School
Samantha R. Perez Samantha R. Perez's AXA Advisors Experience January 2013 - November 2013
Job Regional Business Consultant
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING U.S. July 2014 - September 2014
Full Sail University November 2013 - February 2014
AXA Advisors January 2013 - November 2013
Corazon Communication May 2003 - August 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Marketing, Time Management, Leadership, Hotel Management, Competitive Intelligence, Marketing Intelligence, Project Management, Sales, Market Research, Marketing Strategy, Social Networking, Social Media Marketing, Fundraising, Team Building, Strategic Financial..., Prezi, Data Analysis, Accounting, Outlook, Portfolio Management, Event Planning, Public Speaking, Finance, Public Relations, Advertising, Critical Thinking, Social Media, Team Leadership, Budgets, New Business Development, Analysis, Management, Facebook, Event Management, Customer Satisfaction, Personal Finance, Data Entry, Financial Modeling
Education
University of Central Florida 2010 — 2013
Bachelor's Degree, Finance
Valencia College 2003 — 2008
Associates in Arts, Biology/Biochemistry (General)
Voya Financial September 2014 - Present
ING U.S. July 2014 - September 2014
Full Sail University November 2013 - February 2014
AXA Advisors January 2013 - November 2013
Corazon Communication May 2003 - August 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Marketing, Time Management, Leadership, Hotel Management, Competitive Intelligence, Marketing Intelligence, Project Management, Sales, Market Research, Marketing Strategy, Social Networking, Social Media Marketing, Fundraising, Team Building, Strategic Financial..., Prezi, Data Analysis, Accounting, Outlook, Portfolio Management, Event Planning, Public Speaking, Finance, Public Relations, Advertising, Critical Thinking, Social Media, Team Leadership, Budgets, New Business Development, Analysis, Management, Facebook, Event Management, Customer Satisfaction, Personal Finance, Data Entry, Financial Modeling
Education
University of Central Florida 2010 — 2013
Bachelor's Degree, Finance
Valencia College 2003 — 2008
Associates in Arts, Biology/Biochemistry (General)
Eric Sams Eric Sams's AXA Advisors Experience March 2010 - March 2011
Job President at Keystone Capital Corporation
Industry Financial Services
Experience
Keystone Capital Corporation February 2015 - Present
Keystone Capital Corporation November 2012 - Present
Keystone Capital Corporation March 2011 - Present
AXA Advisors March 2010 - March 2011
Skills
Strategic Planning, Asset Managment, Financial Analysis, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Long Term Care Insurance, Licensed Life Insurance..., College Education...
Education
University of California, San Diego 2005 — 2009
Bachelor of Science (BS), Economics
woodbridge high school 2001 — 2005
Keystone Capital Corporation February 2015 - Present
Keystone Capital Corporation November 2012 - Present
Keystone Capital Corporation March 2011 - Present
AXA Advisors March 2010 - March 2011
Skills
Strategic Planning, Asset Managment, Financial Analysis, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Long Term Care Insurance, Licensed Life Insurance..., College Education...
Education
University of California, San Diego 2005 — 2009
Bachelor of Science (BS), Economics
woodbridge high school 2001 — 2005
Katie Doolittle Katie Doolittle's AXA Advisors Experience October 2011 - August 2013
Job Swim Coach at North Coast Aquatics
Industry Sports
Experience
North Coast Aquatics January 2014 - Present
AXA Advisors October 2011 - August 2013
New York Life Insurance Company June 2011 - August 2011
StratEdge Corporation September 2009 - June 2011
StratEdge Corporation January 2008 - September 2009
Education
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics
North Coast Aquatics January 2014 - Present
AXA Advisors October 2011 - August 2013
New York Life Insurance Company June 2011 - August 2011
StratEdge Corporation September 2009 - June 2011
StratEdge Corporation January 2008 - September 2009
Education
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics
Shawn Candon Shawn Candon's AXA Advisors Experience April 2009 - July 2010
Job Sales Engineer II at Verizon Business
Industry Information Technology and Services
Experience
Verizon Business August 2012 - Present
Juniper Networks February 2012 - August 2012
Reliance Globalcom November 2011 - February 2012
Dish Network June 2011 - November 2011
Cbeyond October 2010 - June 2011
AXA Advisors April 2009 - July 2010
Northwestern Mutual November 2007 - March 2009
Sprint 1999 - 2006
Skills
CCNA, JNSS, JNSA, VoIP, Telecommunications, Cisco Technologies, Networking, Managed Services, Juniper, Network Design, Network Security, MPLS, Security, Wireless, Troubleshooting, IP, Sales Engineering, Cloud Computing, Juniper Technologies, Routers, VPN, WAN
Education
University of Colorado at Denver 2005 — 2007
B.A., History
Verizon Business August 2012 - Present
Juniper Networks February 2012 - August 2012
Reliance Globalcom November 2011 - February 2012
Dish Network June 2011 - November 2011
Cbeyond October 2010 - June 2011
AXA Advisors April 2009 - July 2010
Northwestern Mutual November 2007 - March 2009
Sprint 1999 - 2006
Skills
CCNA, JNSS, JNSA, VoIP, Telecommunications, Cisco Technologies, Networking, Managed Services, Juniper, Network Design, Network Security, MPLS, Security, Wireless, Troubleshooting, IP, Sales Engineering, Cloud Computing, Juniper Technologies, Routers, VPN, WAN
Education
University of Colorado at Denver 2005 — 2007
B.A., History
Johnny Hong Johnny Hong's AXA Advisors Experience July 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
BBCN Bank Corporate Banking Center May 2014 - November 2014
Glidewell Dental Lab May 2008 - January 2014
Skills
Financial Analysis, Bilingual, Teamwork, Microsoft Excel, Dental Technology, Microsoft Office, Research, Data Analysis, Microsoft Word, Credit Analysis
Education
University of California, Riverside 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.438
AXA Advisors July 2015 - Present
BBCN Bank Corporate Banking Center May 2014 - November 2014
Glidewell Dental Lab May 2008 - January 2014
Skills
Financial Analysis, Bilingual, Teamwork, Microsoft Excel, Dental Technology, Microsoft Office, Research, Data Analysis, Microsoft Word, Credit Analysis
Education
University of California, Riverside 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.438
Sarah Van Cleve Sarah Van Cleve's AXA Advisors Experience September 2010 - December 2010
Job Energy Policy Advocate at Tesla Motors
Industry Public Policy
Experience
Tesla Motors September 2015 - Present
Southern California Edison (SCE) October 2013 - August 2015
Southern California Edison June 2011 - September 2013
AXA Advisors September 2010 - December 2010
Meridian Property Services June 2010 - September 2010
Skills
Energy, Energy Policy, Energy Storage, Electricity Markets, Electric Vehicles, Data Analysis, Renewable Energy, Financial Analysis, Project Management, Financial Modeling, Energy Markets, Analysis, Environmental Policy, Electricity, Regulatory Policy, Regulatory Analysis, Carbon Emissions
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics, Environmental Studies
Moorestown Friends School 2003 — 2007
Tesla Motors September 2015 - Present
Southern California Edison (SCE) October 2013 - August 2015
Southern California Edison June 2011 - September 2013
AXA Advisors September 2010 - December 2010
Meridian Property Services June 2010 - September 2010
Skills
Energy, Energy Policy, Energy Storage, Electricity Markets, Electric Vehicles, Data Analysis, Renewable Energy, Financial Analysis, Project Management, Financial Modeling, Energy Markets, Analysis, Environmental Policy, Electricity, Regulatory Policy, Regulatory Analysis, Carbon Emissions
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics, Environmental Studies
Moorestown Friends School 2003 — 2007
Minsang Kim Minsang Kim's AXA Advisors Experience May 2015 - June 2015
Job
Industry
Experience
AXA Advisors May 2015 - June 2015
Gate Education June 2013 - September 2013
US Real Estate Services, Inc. March 2011 - May 2011
Skills
Word, Excel, PowerPoint, Access, Matlab
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (B.S.), Joint Mathematics and Economics
Yonsei University 2012 — 2012
Yonsei International Summer School
AXA Advisors May 2015 - June 2015
Gate Education June 2013 - September 2013
US Real Estate Services, Inc. March 2011 - May 2011
Skills
Word, Excel, PowerPoint, Access, Matlab
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (B.S.), Joint Mathematics and Economics
Yonsei University 2012 — 2012
Yonsei International Summer School
Kerrianne Ferreri's AXA Advisors Experience December 2006 - May 2008
Job Experienced Data Analyst with a passion for communication and customer service
Industry Information Technology and Services
Experience
Healthesystems June 2013 - July 2015
Healthesystems November 2010 - May 2013
Scottrade June 2008 - August 2010
AXA Advisors December 2006 - May 2008
Skills
Customer Service, Data Analysis, Microsoft SQL Server, Access, Microsoft Excel, Databases, Microsoft Word, PowerPoint, Microsoft Visio, Financial Services, CRM, Finance
Education
University of Central Florida 2005 — 2010
Finance
Healthesystems June 2013 - July 2015
Healthesystems November 2010 - May 2013
Scottrade June 2008 - August 2010
AXA Advisors December 2006 - May 2008
Skills
Customer Service, Data Analysis, Microsoft SQL Server, Access, Microsoft Excel, Databases, Microsoft Word, PowerPoint, Microsoft Visio, Financial Services, CRM, Finance
Education
University of Central Florida 2005 — 2010
Finance
David Grados David Grados's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Amendola, LLC June 2012 - August 2014
Bank of America Merrill Lynch February 2011 - May 2012
Skills
Project Management, Finance, Financial Analysis, Networking, Microsoft Office, Leadership, Accountability
Education
University of Delaware 2007 — 2012
Bachelor’s Degree, Economics
Paramus High School 2003 — 2007
HIgh School Diploma, General Education
AXA Advisors April 2015 - Present
Amendola, LLC June 2012 - August 2014
Bank of America Merrill Lynch February 2011 - May 2012
Skills
Project Management, Finance, Financial Analysis, Networking, Microsoft Office, Leadership, Accountability
Education
University of Delaware 2007 — 2012
Bachelor’s Degree, Economics
Paramus High School 2003 — 2007
HIgh School Diploma, General Education
Matt Tiffany's AXA Advisors Experience February 2013 - September 2014
Job Senior Associate at Habif, Arogeti & Wynne,LLP
Industry Financial Services
Experience
Habif, Arogeti & Wynne,LLP May 2015 - Present
Integrated Wealth Solutions, Inc. of Raymond James October 2014 - April 2015
AXA Advisors February 2013 - September 2014
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Portfolio Management, Market Analysis, Business Planning, Succession Planning, Analytical Skills, Estate Planning, Disability Insurance, Life Insurance, Long-term Care
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Habif, Arogeti & Wynne,LLP May 2015 - Present
Integrated Wealth Solutions, Inc. of Raymond James October 2014 - April 2015
AXA Advisors February 2013 - September 2014
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Portfolio Management, Market Analysis, Business Planning, Succession Planning, Analytical Skills, Estate Planning, Disability Insurance, Life Insurance, Long-term Care
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Kevin Kost's AXA Advisors Experience May 2012 - August 2012
Job Helping IT professionals revolutionize the way they store data with object storage
Industry Information Technology and Services
Experience
SwiftStack Inc. April 2015 - Present
Pantheon Ventures February 2014 - April 2015
UFCW Trust Fund July 2013 - February 2014
AXA Advisors May 2012 - August 2012
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Financial Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Investments, Pensions, Retirement Planning, Strategic Financial..., Equities, Private Equity, Business Development, PowerPoint, Sales, Storage, OpenStack, Inside Sales, Management, Microsoft Word, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Universidad Autonoma de Barcelona 2012 — 2012
Guilderland High School 2006 — 2009
High School
SwiftStack Inc. April 2015 - Present
Pantheon Ventures February 2014 - April 2015
UFCW Trust Fund July 2013 - February 2014
AXA Advisors May 2012 - August 2012
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Financial Analysis, Microsoft Office, Microsoft Excel, Mutual Funds, Investments, Pensions, Retirement Planning, Strategic Financial..., Equities, Private Equity, Business Development, PowerPoint, Sales, Storage, OpenStack, Inside Sales, Management, Microsoft Word, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Universidad Autonoma de Barcelona 2012 — 2012
Guilderland High School 2006 — 2009
High School
Cassandra Bojoh Cassandra Bojoh's AXA Advisors Experience February 2013 - Present
Job Director of Client Services at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
GetAds, LLC December 2010 - January 2013
Jet Entertainment LLC September 2009 - September 2010
Jet Entertainment LLC March 2008 - September 2009
Skills
Email Marketing, Mobile Marketing, Lead Generation, Online Lead Generation, Social Marketing, CPA, CPL, PPV, PPC, Display Campaigns, Affiliate Networks, Affiliates, Digital Strategy, Digital Marketing, SEO, International Marketing, Social Media Marketing, Contextual Marketing, Online Marketing, Affiliate Management, Media Buying, Advertising, Advertising Agency, Affiliate Marketing, Networking, Online Advertising, Sales, Wealth Management, Strategic Financial..., Life Insurance, Financial Advisory, Recruiting, Manage Client...
Education
University of Colorado at Boulder 2002 — 2006
Psychology
AXA Advisors February 2013 - Present
GetAds, LLC December 2010 - January 2013
Jet Entertainment LLC September 2009 - September 2010
Jet Entertainment LLC March 2008 - September 2009
Skills
Email Marketing, Mobile Marketing, Lead Generation, Online Lead Generation, Social Marketing, CPA, CPL, PPV, PPC, Display Campaigns, Affiliate Networks, Affiliates, Digital Strategy, Digital Marketing, SEO, International Marketing, Social Media Marketing, Contextual Marketing, Online Marketing, Affiliate Management, Media Buying, Advertising, Advertising Agency, Affiliate Marketing, Networking, Online Advertising, Sales, Wealth Management, Strategic Financial..., Life Insurance, Financial Advisory, Recruiting, Manage Client...
Education
University of Colorado at Boulder 2002 — 2006
Psychology
Fanny Guo, CFP® Fanny Guo, CFP®'s AXA Advisors Experience November 2013 - Present
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Samantha Jill Rathgeber's AXA Advisors Experience July 2015 - Present
Job Administrative Assistant at AXA Advisors
Industry Events Services
Experience
AXA Advisors July 2015 - Present
Sabre Real Estate Group March 2015 - June 2015
Jewel by Tom Schaudel January 2014 - March 2015
Peabody Hotel Group September 2012 - August 2013
Savills Studley May 2011 - August 2011
Skills
Marketing, Event Planning, Event Management, Microsoft Office, Corporate Events, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Customer Service, Social Media
Education
University of Central Florida 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Meeting and Event Planning
University of Central Florida
AXA Advisors July 2015 - Present
Sabre Real Estate Group March 2015 - June 2015
Jewel by Tom Schaudel January 2014 - March 2015
Peabody Hotel Group September 2012 - August 2013
Savills Studley May 2011 - August 2011
Skills
Marketing, Event Planning, Event Management, Microsoft Office, Corporate Events, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Customer Service, Social Media
Education
University of Central Florida 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Meeting and Event Planning
University of Central Florida
Shijie Zheng Shijie Zheng's AXA Advisors Experience June 2013 - September 2013
Job Portfolio Compliance Associate at Capital Group
Industry Financial Services
Experience
Capital Group November 2014 - Present
Kravitz, Inc. July 2014 - November 2014
Chinese Close-up Magic Club September 2012 - September 2014
AXA Advisors June 2013 - September 2013
Elite International Summer Program September 2012 - June 2013
Ebisu October 2010 - May 2013
Skills
Mutual Funds, Research, Data Analysis, Financial Analysis, Portfolio Performance..., VBA, Matlab, Pension Funds, Legal Research, Retirement Plan..., Risk Management, Microsoft Office, Teamwork, Strategic Financial..., C++, Java, C, R language, Marketing, Legal Compliance, Cash Balance, Defined Benefit, Team Leadership
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Major: Mathematics and Economics Minor: Statistics, 3.7
Capital Group November 2014 - Present
Kravitz, Inc. July 2014 - November 2014
Chinese Close-up Magic Club September 2012 - September 2014
AXA Advisors June 2013 - September 2013
Elite International Summer Program September 2012 - June 2013
Ebisu October 2010 - May 2013
Skills
Mutual Funds, Research, Data Analysis, Financial Analysis, Portfolio Performance..., VBA, Matlab, Pension Funds, Legal Research, Retirement Plan..., Risk Management, Microsoft Office, Teamwork, Strategic Financial..., C++, Java, C, R language, Marketing, Legal Compliance, Cash Balance, Defined Benefit, Team Leadership
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Major: Mathematics and Economics Minor: Statistics, 3.7
Kevin Carlin Kevin Carlin's AXA Advisors Experience September 2014 - May 2015
Job Investment Services Advisor at PNC Investments
Industry Financial Services
Experience
PNC May 2015 - Present
AXA Advisors September 2014 - May 2015
University of Dayton August 2010 - May 2014
West Bay Care and Rehabilitation Center October 2008 - August 2011
Live Nation August 2009 - May 2011
Skills
Sales, Food, Nutrition, Microsoft Excel, Social Networking, Social Media, Customer Service, Event Planning, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Facebook
Education
University of Dayton 2010 — 2014
BS in Business Administration, Business Economics and Finance
St. Edward High School 2006 — 2010
PNC May 2015 - Present
AXA Advisors September 2014 - May 2015
University of Dayton August 2010 - May 2014
West Bay Care and Rehabilitation Center October 2008 - August 2011
Live Nation August 2009 - May 2011
Skills
Sales, Food, Nutrition, Microsoft Excel, Social Networking, Social Media, Customer Service, Event Planning, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Facebook
Education
University of Dayton 2010 — 2014
BS in Business Administration, Business Economics and Finance
St. Edward High School 2006 — 2010
Richard Geier's AXA Advisors Experience 2003 - 2005
Job Changing Career Field
Industry Automotive
Experience
FedEx Ground September 2015 - Present
Northwestern Mutual January 2008 - December 2009
State Farm June 2006 - December 2008
AXA Advisors 2003 - 2005
Skills
Process Improvement, Inventory Management, Software, Strategic Financial..., Insurance, Wealth Management, Cross-functional Team..., Accounting, QuickBooks, Financial Analysis, Quickbooks Software, AccPac Software, Microsoft Office, Sage ERP X3, Team Building
Education
University of Central Florida 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
FedEx Ground September 2015 - Present
Northwestern Mutual January 2008 - December 2009
State Farm June 2006 - December 2008
AXA Advisors 2003 - 2005
Skills
Process Improvement, Inventory Management, Software, Strategic Financial..., Insurance, Wealth Management, Cross-functional Team..., Accounting, QuickBooks, Financial Analysis, Quickbooks Software, AccPac Software, Microsoft Office, Sage ERP X3, Team Building
Education
University of Central Florida 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Jennifer Zula Jennifer Zula's AXA Advisors Experience May 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Tavern Restaurant Group June 2012 - Present
AXA Advisors August 2014 - April 2015
University of Cincinnati December 2013 - April 2014
Bride & Groom Planner November 2013 - April 2014
Buca di Beppo October 2010 - April 2012
Pomodori's June 2007 - October 2010
Skills
Time Management, Team Leadership, Leadership, Social Networking, Microsoft Office, Public Speaking, Customer Service, Sales, Marketing Communications
Education
University of Cincinnati
Bachelor's degree, Communication, General
Vandalia Butler Highschool
AXA Advisors May 2015 - Present
Tavern Restaurant Group June 2012 - Present
AXA Advisors August 2014 - April 2015
University of Cincinnati December 2013 - April 2014
Bride & Groom Planner November 2013 - April 2014
Buca di Beppo October 2010 - April 2012
Pomodori's June 2007 - October 2010
Skills
Time Management, Team Leadership, Leadership, Social Networking, Microsoft Office, Public Speaking, Customer Service, Sales, Marketing Communications
Education
University of Cincinnati
Bachelor's degree, Communication, General
Vandalia Butler Highschool
Nairi Khachatoorian Nairi Khachatoorian's AXA Advisors Experience June 2009 - August 2009
Job J.D. Candidate at USC Gould School of Law
Industry Law Practice
Experience
U.S. Bankruptcy Court, Central District of California June 2015 - July 2015
Schorr Law, APC April 2014 - July 2014
UCLA Student Legal Services October 2013 - March 2014
Neighborhood Legal Services June 2012 - March 2014
The Law Offices of Adam Rosen, Esq. January 2012 - September 2012
CBS Television July 2010 - September 2010
AXA Advisors June 2009 - August 2009
Assemblymember Paul Krekorian´s Office June 2008 - August 2008
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Event Planning, Editing, Outlook, Paternity, Civil Litigation, Fundraising, Data Analysis
Education
USC Gould School of Law 2014 — 2017
Doctor of Law (J.D.)
University of California, Los Angeles 2010 — 2014
Bacherlor of Arts, Political Science
U.S. Bankruptcy Court, Central District of California June 2015 - July 2015
Schorr Law, APC April 2014 - July 2014
UCLA Student Legal Services October 2013 - March 2014
Neighborhood Legal Services June 2012 - March 2014
The Law Offices of Adam Rosen, Esq. January 2012 - September 2012
CBS Television July 2010 - September 2010
AXA Advisors June 2009 - August 2009
Assemblymember Paul Krekorian´s Office June 2008 - August 2008
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Event Planning, Editing, Outlook, Paternity, Civil Litigation, Fundraising, Data Analysis
Education
USC Gould School of Law 2014 — 2017
Doctor of Law (J.D.)
University of California, Los Angeles 2010 — 2014
Bacherlor of Arts, Political Science
Michelle Palley's AXA Advisors Experience January 2014 - June 2014
Job Accounts Payable Specialist at Action Supply Co.
Industry Marketing and Advertising
Experience
Action Supply Co. August 2015 - Present
Action Supply Co. February 2015 - Present
Comcast Business September 2014 - February 2015
AXA Advisors January 2014 - June 2014
FDR Financial Group Inc. May 2013 - August 2013
Skills
Adobe, Art, Illustrator, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, HTML, Marketing Communications, Event Planning, Research, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Marketing
Action Supply Co. August 2015 - Present
Action Supply Co. February 2015 - Present
Comcast Business September 2014 - February 2015
AXA Advisors January 2014 - June 2014
FDR Financial Group Inc. May 2013 - August 2013
Skills
Adobe, Art, Illustrator, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, HTML, Marketing Communications, Event Planning, Research, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Marketing
Nicholas A. Kahn Nicholas A. Kahn's AXA Advisors Experience March 2012 - December 2012
Job Financial Analyst
Industry Financial Services
Experience
Stoller Asset Management September 2012 - July 2014
AXA Advisors March 2012 - December 2012
Nopac Talent May 2011 - August 2012
Skills
Social Media, Customer Service, Marketing, Private Equity, Private Banking, Private Equity Funding, Private Equity Firms, Hedge Funds, Buyouts, Management Buyouts, Mezzanine Debt and..., Private investments in..., Equity Trading, Black Box Hedge Funds, Stock Trading, Trading Strategies, Strategic Planning, Strategic Partnerships, Mergers, Reverse Mergers, Spinoffs, Venture Capital, Venture Financing, Corporate Restructuring, Business Advisory
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Stoneman Douglas High
Stoller Asset Management September 2012 - July 2014
AXA Advisors March 2012 - December 2012
Nopac Talent May 2011 - August 2012
Skills
Social Media, Customer Service, Marketing, Private Equity, Private Banking, Private Equity Funding, Private Equity Firms, Hedge Funds, Buyouts, Management Buyouts, Mezzanine Debt and..., Private investments in..., Equity Trading, Black Box Hedge Funds, Stock Trading, Trading Strategies, Strategic Planning, Strategic Partnerships, Mergers, Reverse Mergers, Spinoffs, Venture Capital, Venture Financing, Corporate Restructuring, Business Advisory
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Stoneman Douglas High
Christopher Worthington Christopher Worthington's AXA Advisors Experience May 2012 - August 2012
Job Engineering Recruitment Consultant for Real Staffing
Industry Staffing and Recruiting
Experience
Real Staffing May 2015 - Present
Aflac July 2014 - September 2014
Galtere Ltd May 2014 - July 2014
AXA Advisors May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Skills
PowerPoint
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Economics
Real Staffing May 2015 - Present
Aflac July 2014 - September 2014
Galtere Ltd May 2014 - July 2014
AXA Advisors May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Skills
PowerPoint
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Economics
Eric Callahan Eric Callahan's AXA Advisors Experience September 1996 - Present
Job Owner, Financial Consultant at Lederach Financial
Industry Financial Services
Experience
Lederach Financial June 2014 - Present
AXA Advisors September 1996 - Present
Skills
Retirement Planning, Wealth Management, Investment Strategies
Education
University of Cincinnati 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Lederach Financial June 2014 - Present
AXA Advisors September 1996 - Present
Skills
Retirement Planning, Wealth Management, Investment Strategies
Education
University of Cincinnati 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Katie Wilson Katie Wilson's AXA Advisors Experience 2002 - 2003
Job Director of Business Development at Mesh Omnimedia
Industry Events Services
Experience
Mesh Omnimedia April 2015 - Present
The Market Group October 2012 - Present
High-Heeled Happy Hour January 2013 - Present
High-Heeled Housewife April 2014 - Present
Northern Virginia Media Services October 2012 - October 2014
Global Financial Review December 2008 - June 2013
Citigroup June 2007 - May 2008
Global Financial Review August 2005 - February 2007
Asset Funding Group 2002 - 2004
AXA Advisors 2002 - 2003
Skills
Due Diligence, Loss Mitigation, Mortgage Banking, Mortgage Lending, Credit, Portfolio Management, Loans, Residential Mortgages, Banking, Marketing, Loan Servicing, Financial Analysis, Investment Properties, Mortgage Servicing, Loan Modifications, Event Planning, Nonprofits, Event Management, Marketing Strategy, Advertising, Media Planning, Media Production, Media Buying, Product Promotion, Promotional Marketing, Project Management, Charity Marketing, Fundraising, Contests, Copywriting, Blogging, Writing, Event Production, Marketing Event Planning, Event Marketing Strategy, Event Based Marketing, Corporate Events, Events Coordination, Social Media Marketing, Social Media, Creative Strategy, Creative Solutions
Education
University of Colorado at Boulder 1998 — 2002
Bachelor's Degree, Psychology, Philosophy, Applied Business
Georgetown Visitation 1994 — 1998
College Preparatory
Mesh Omnimedia April 2015 - Present
The Market Group October 2012 - Present
High-Heeled Happy Hour January 2013 - Present
High-Heeled Housewife April 2014 - Present
Northern Virginia Media Services October 2012 - October 2014
Global Financial Review December 2008 - June 2013
Citigroup June 2007 - May 2008
Global Financial Review August 2005 - February 2007
Asset Funding Group 2002 - 2004
AXA Advisors 2002 - 2003
Skills
Due Diligence, Loss Mitigation, Mortgage Banking, Mortgage Lending, Credit, Portfolio Management, Loans, Residential Mortgages, Banking, Marketing, Loan Servicing, Financial Analysis, Investment Properties, Mortgage Servicing, Loan Modifications, Event Planning, Nonprofits, Event Management, Marketing Strategy, Advertising, Media Planning, Media Production, Media Buying, Product Promotion, Promotional Marketing, Project Management, Charity Marketing, Fundraising, Contests, Copywriting, Blogging, Writing, Event Production, Marketing Event Planning, Event Marketing Strategy, Event Based Marketing, Corporate Events, Events Coordination, Social Media Marketing, Social Media, Creative Strategy, Creative Solutions
Education
University of Colorado at Boulder 1998 — 2002
Bachelor's Degree, Psychology, Philosophy, Applied Business
Georgetown Visitation 1994 — 1998
College Preparatory
Bryan Knoebel Bryan Knoebel's AXA Advisors Experience February 2007 - September 2011
Job Founder, CEO at MoneyCarta
Industry Computer Software
Experience
MoneyCarta December 2013 - Present
The Madison Group, Inc October 2011 - November 2013
YPF 2010 - 2013
YPF 2010 - 2013
AXA Advisors February 2007 - September 2011
DORK 2001 - 2007
DORK 2001 - 2007
Skills
Financial Services, Estate Planning, Certified Financial..., Entrepreneurship, Music Industry, Life Insurance, Portfolio Management, Retirement Planning, College Savings Plans, Personal Financial..., Personal Finance, Financial Planners, Retirement, Financial Advisory, Financial Planning
Education
University of Colorado Denver 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
MoneyCarta December 2013 - Present
The Madison Group, Inc October 2011 - November 2013
YPF 2010 - 2013
YPF 2010 - 2013
AXA Advisors February 2007 - September 2011
DORK 2001 - 2007
DORK 2001 - 2007
Skills
Financial Services, Estate Planning, Certified Financial..., Entrepreneurship, Music Industry, Life Insurance, Portfolio Management, Retirement Planning, College Savings Plans, Personal Financial..., Personal Finance, Financial Planners, Retirement, Financial Advisory, Financial Planning
Education
University of Colorado Denver 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Ryan Nole Ryan Nole's AXA Advisors Experience February 2014 - July 2014
Job Silicon Valley Bank Structured Finance
Industry Financial Services
Experience
Silicon Valley Bank June 2015 - Present
AXA Advisors February 2014 - July 2014
Prospera Wealth Management Solutions LLC May 2013 - August 2013
Katz Americas June 2012 - June 2012
Myers Park Country Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Finance, Marketing, Sophmore
Providence Day School 2000 — 2012
High School Graduate
Silicon Valley Bank June 2015 - Present
AXA Advisors February 2014 - July 2014
Prospera Wealth Management Solutions LLC May 2013 - August 2013
Katz Americas June 2012 - June 2012
Myers Park Country Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Finance, Marketing, Sophmore
Providence Day School 2000 — 2012
High School Graduate
Joe Dimino Joe Dimino's AXA Advisors Experience August 2009 - December 2009
Job Senior Analyst at The Innovation Group
Industry Gambling & Casinos
Experience
The Innovation Group August 2013 - Present
Lighthouse Property Insurance Corporation April 2013 - August 2013
Mark Blanchard Agency Inc September 2010 - April 2013
Royal Caribbean International June 2010 - August 2010
AXA Advisors August 2009 - December 2009
Skills
2-15 Life Health and..., 4-40 Customer Service..., Certificate Investments, Budgets, Finance, Management, Business Planning, Fixed Annuities, Microsoft Excel, Mutual Funds, Life Insurance, Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Long-term Care, Property & Casualty..., Retirement Planning, Casualty, Legal Liability, Market Research, Business Analysis, Market Analysis, Analysis, Financial Analysis, Sales, Team Building, Data Analysis, Customer Service, Leadership, Financial Modeling, Microsoft Office
Education
University of Florida 2013 — 2014
Master of Business Administration (M.B.A.)
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Investments, Overall: 3.41 Finance:3.58
The Innovation Group August 2013 - Present
Lighthouse Property Insurance Corporation April 2013 - August 2013
Mark Blanchard Agency Inc September 2010 - April 2013
Royal Caribbean International June 2010 - August 2010
AXA Advisors August 2009 - December 2009
Skills
2-15 Life Health and..., 4-40 Customer Service..., Certificate Investments, Budgets, Finance, Management, Business Planning, Fixed Annuities, Microsoft Excel, Mutual Funds, Life Insurance, Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Long-term Care, Property & Casualty..., Retirement Planning, Casualty, Legal Liability, Market Research, Business Analysis, Market Analysis, Analysis, Financial Analysis, Sales, Team Building, Data Analysis, Customer Service, Leadership, Financial Modeling, Microsoft Office
Education
University of Florida 2013 — 2014
Master of Business Administration (M.B.A.)
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Investments, Overall: 3.41 Finance:3.58
Jordan Rapoport's AXA Advisors Experience September 2003 - October 2008
Job Relationship Manager at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Mary Sue Kenny Mary Sue Kenny's AXA Advisors Experience April 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
ENDOW, Educating on the Nature and Dignity of Women November 2008 - May 2011
Western Fasteners, Inc. January 1980 - January 1995
Skills
Small Business..., Social Security, Long Term Care Insurance, Life Insurance, Individual and Family..., Financial needs..., Disability, Disability Insurance, Investments, Estate Planning, Retirement Planning, Small Business, Strategic Financial..., Health Insurance, Finance, Risk Management
Education
University of Denver - Daniels College of Business 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Marketing and Finance, 3.5 GPA
Wheatridge High School 1972 — 1976
High School Diploma
St Peter and Paul
St Peter and Paul
AXA Advisors April 2012 - Present
ENDOW, Educating on the Nature and Dignity of Women November 2008 - May 2011
Western Fasteners, Inc. January 1980 - January 1995
Skills
Small Business..., Social Security, Long Term Care Insurance, Life Insurance, Individual and Family..., Financial needs..., Disability, Disability Insurance, Investments, Estate Planning, Retirement Planning, Small Business, Strategic Financial..., Health Insurance, Finance, Risk Management
Education
University of Denver - Daniels College of Business 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Marketing and Finance, 3.5 GPA
Wheatridge High School 1972 — 1976
High School Diploma
St Peter and Paul
St Peter and Paul
Blake Comerford Blake Comerford's AXA Advisors Experience May 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
UPS November 2011 - January 2012
University of Denver Call Center September 2011 - January 2012
Levy Restaurants November 2008 - January 2009
Skills
Microsoft Office, Multitasker, Teamwork, Critical Thinking, Time Management, PowerPoint, Word, Problem Solving, Excel, Event Planning
Education
University of Denver 2008 — 2012
a BS, Business Administration; Business Management
University of Denver - Daniels College of Business 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
AXA Advisors May 2013 - Present
UPS November 2011 - January 2012
University of Denver Call Center September 2011 - January 2012
Levy Restaurants November 2008 - January 2009
Skills
Microsoft Office, Multitasker, Teamwork, Critical Thinking, Time Management, PowerPoint, Word, Problem Solving, Excel, Event Planning
Education
University of Denver 2008 — 2012
a BS, Business Administration; Business Management
University of Denver - Daniels College of Business 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Andrew Feldman Andrew Feldman's AXA Advisors Experience 2009 - April 2014
Job Private Wealth Advisor at Legacy Wealth Partners
Industry Financial Services
Experience
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Nandie Doobay Nandie Doobay's AXA Advisors Experience January 2013 - April 2013
Job University of Florida, Levin College of Law Student
Industry Law Practice
Experience
Verizon Communications June 2014 - August 2015
Starwood Hotels & Resorts Worldwide, Inc. May 2013 - April 2014
AXA Advisors January 2013 - April 2013
University of Central Florida July 2011 - April 2013
Skills
Efficient in Microsoft..., Financial Reporting, Financial Modeling, Access, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Financial Accounting, Accounting, Financial Analysis, Auditing, SAP, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Budgets, Payroll, PowerPoint, Time Management, Leadership, Microsoft Word
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
University of Central Florida 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General
Verizon Communications June 2014 - August 2015
Starwood Hotels & Resorts Worldwide, Inc. May 2013 - April 2014
AXA Advisors January 2013 - April 2013
University of Central Florida July 2011 - April 2013
Skills
Efficient in Microsoft..., Financial Reporting, Financial Modeling, Access, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Financial Accounting, Accounting, Financial Analysis, Auditing, SAP, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Budgets, Payroll, PowerPoint, Time Management, Leadership, Microsoft Word
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
University of Central Florida 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General
Neil Schraffenberger Neil Schraffenberger's AXA Advisors Experience January 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
AXA Advisors April 2013 - January 2014
Bakery Crafts May 2012 - August 2012
U.S. Bank Arena January 2012 - May 2012
Makino June 2011 - December 2011
Skills
Finance, Stressful Situations, Problem Solving, Financial Analysis, Accounting, Financial Services, Microsoft Excel, Business Decision Making, Personal Branding, Getting The Job Done, Microsoft Office, Microsoft Word
Education
University of Cincinnati 2009 — 2013
Moeller High School 2005 — 2009
Moeller High School
AXA Advisors January 2014 - Present
AXA Advisors April 2013 - January 2014
Bakery Crafts May 2012 - August 2012
U.S. Bank Arena January 2012 - May 2012
Makino June 2011 - December 2011
Skills
Finance, Stressful Situations, Problem Solving, Financial Analysis, Accounting, Financial Services, Microsoft Excel, Business Decision Making, Personal Branding, Getting The Job Done, Microsoft Office, Microsoft Word
Education
University of Cincinnati 2009 — 2013
Moeller High School 2005 — 2009
Moeller High School
Ryan J. Smith's AXA Advisors Experience May 2015 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
MetLife Solutions Group April 2014 - April 2015
Northwestern Mutual August 2012 - March 2014
•Morgan Stanley Children Hospital of New York-Presbyterian 2012 - 2012
ML Rogers Agency June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Investments, PowerPoint, Financial Modeling, Bloomberg, Equities, Financial Reporting, Asset Management, Insurance, Retirement Planning, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Arts (B.A.), Economics
Montclair High School 2004 — 2008
AXA Advisors May 2015 - Present
MetLife Solutions Group April 2014 - April 2015
Northwestern Mutual August 2012 - March 2014
•Morgan Stanley Children Hospital of New York-Presbyterian 2012 - 2012
ML Rogers Agency June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Investments, PowerPoint, Financial Modeling, Bloomberg, Equities, Financial Reporting, Asset Management, Insurance, Retirement Planning, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Arts (B.A.), Economics
Montclair High School 2004 — 2008
Nicholas Baurichter Nicholas Baurichter's AXA Advisors Experience October 2014 - Present
Job Financial Professional at AXA Advisors
Industry Nonprofit Organization Management
Experience
AXA Advisors October 2014 - Present
Mill Creek Residential Trust LLC April 2013 - September 2014
Milner Document Products August 2012 - March 2013
South Florida Urban Ministries August 2011 - August 2012
Raymond James and Associates June 2008 - March 2010
Dow Chemical Company March 2007 - June 2007
Skills
Investment Services, Financial Services, Retirement Planning, Risk Management, Pension Distribution..., 401(k) Distribution..., Wealth Management, Financial Planning
Education
University of Cincinnati 2005 — 2010
Bachelor of Business Administration, Finance
AXA Advisors October 2014 - Present
Mill Creek Residential Trust LLC April 2013 - September 2014
Milner Document Products August 2012 - March 2013
South Florida Urban Ministries August 2011 - August 2012
Raymond James and Associates June 2008 - March 2010
Dow Chemical Company March 2007 - June 2007
Skills
Investment Services, Financial Services, Retirement Planning, Risk Management, Pension Distribution..., 401(k) Distribution..., Wealth Management, Financial Planning
Education
University of Cincinnati 2005 — 2010
Bachelor of Business Administration, Finance
Nick Flowers Nick Flowers's AXA Advisors Experience January 2012 - May 2012
Job Associate at Avesta.
Industry Financial Services
Experience
Avesta. July 2015 - Present
Robert Half Technology January 2014 - July 2015
Paycom 2013 - 2014
Vitera Healthcare Solutions May 2012 - August 2013
AXA Advisors January 2012 - May 2012
Harper's January 2011 - January 2012
Northwestern Mutual May 2011 - August 2011
Sandpearl Resort May 2010 - August 2010
Skills
Microsoft Excel, Salesforce.com, Sales, Business Development, Account Management, Customer Service, Marketing, Recruiting, Time Management, Leadership, Sales Operations, Team Building, Team Leadership, Cold Calling, Social Networking, Management, Customer Satisfaction, CRM
Education
University of Central Florida - College of Business Administration 2008 — 2012
University of Central Florida
B.A, Finance
Avesta. July 2015 - Present
Robert Half Technology January 2014 - July 2015
Paycom 2013 - 2014
Vitera Healthcare Solutions May 2012 - August 2013
AXA Advisors January 2012 - May 2012
Harper's January 2011 - January 2012
Northwestern Mutual May 2011 - August 2011
Sandpearl Resort May 2010 - August 2010
Skills
Microsoft Excel, Salesforce.com, Sales, Business Development, Account Management, Customer Service, Marketing, Recruiting, Time Management, Leadership, Sales Operations, Team Building, Team Leadership, Cold Calling, Social Networking, Management, Customer Satisfaction, CRM
Education
University of Central Florida - College of Business Administration 2008 — 2012
University of Central Florida
B.A, Finance
Clay Kraus's AXA Advisors Experience January 2011 - May 2011
Job Director of Professional Programs at Rachio, Inc.
Industry Computer Software
Experience
Rachio, Inc. January 2015 - Present
Equifax September 2014 - January 2015
Equifax January 2014 - September 2014
Equifax January 2012 - December 2013
IntelliReal May 2011 - January 2012
AXA Advisors January 2011 - May 2011
The National Society of Collegiate Scholars August 2010 - May 2011
Skills
Leadership, Analytics, Agile Methodologies, Product Development, New Business Development, Scrum, Indirect Channel Sales, Agile Project Management, Product Training, ALLL, Basel II, Basel III
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
University of Denver 2009 — 2012
BA, Political Science
Rachio, Inc. January 2015 - Present
Equifax September 2014 - January 2015
Equifax January 2014 - September 2014
Equifax January 2012 - December 2013
IntelliReal May 2011 - January 2012
AXA Advisors January 2011 - May 2011
The National Society of Collegiate Scholars August 2010 - May 2011
Skills
Leadership, Analytics, Agile Methodologies, Product Development, New Business Development, Scrum, Indirect Channel Sales, Agile Project Management, Product Training, ALLL, Basel II, Basel III
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
University of Denver 2009 — 2012
BA, Political Science
Jason Luan Jason Luan's AXA Advisors Experience September 2013 - Present
Job Branch Controls Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Education
UC Riverside 2006 — 2010
BS, Business Administration in Finance
AXA Advisors September 2013 - Present
Education
UC Riverside 2006 — 2010
BS, Business Administration in Finance
Jeffrey Ring Jeffrey Ring's AXA Advisors Experience October 1987 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 1987 - Present
Skills
Retirement Planning..., Wealth Management..., Strategic Financial..., Estate Planning..., Asset Allocation, Investment Advisory, Investment Strategies, Financial Planners, Financial Advisory, Portfolio Management
Education
University of Delaware
AXA Advisors October 1987 - Present
Skills
Retirement Planning..., Wealth Management..., Strategic Financial..., Estate Planning..., Asset Allocation, Investment Advisory, Investment Strategies, Financial Planners, Financial Advisory, Portfolio Management
Education
University of Delaware
Matthew Fish Matthew Fish's AXA Advisors Experience February 2003 - June 2009
Job Financial Advisor at Anderson Financial Solutions
Industry Financial Services
Experience
Anderson Financial Solutions November 2009 - Present
AXA Advisors February 2003 - June 2009
Education
UCSB
Economics and Accounting
Anderson Financial Solutions November 2009 - Present
AXA Advisors February 2003 - June 2009
Education
UCSB
Economics and Accounting
John Pichola's AXA Advisors Experience June 2010 - March 2011
Job Regional SalesUnemployment Programs at First Nonprofit Group
Industry Financial Services
Experience
First Nonprofit Group April 2011 - Present
AXA Advisors June 2010 - March 2011
Skills
Insurance, Small Business, Risk Management, Nonprofits, Unemployment, Retirement Planning, Life Insurance, Program Management, Property & Casualty..., Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Management of Information Systems
St. Joseph's Preparatory 2002 — 2006
First Nonprofit Group April 2011 - Present
AXA Advisors June 2010 - March 2011
Skills
Insurance, Small Business, Risk Management, Nonprofits, Unemployment, Retirement Planning, Life Insurance, Program Management, Property & Casualty..., Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Management of Information Systems
St. Joseph's Preparatory 2002 — 2006
Tim Harvey Tim Harvey's AXA Advisors Experience August 2010 - September 2011
Job Associate Product Manager at Terumo BCT
Industry Medical Devices
Experience
Terumo BCT September 2014 - Present
Rockies Venture Club February 2013 - Present
Spectranetics May 2014 - August 2014
T.A. Harvey Consulting, LLC June 2005 - August 2013
Sands Research Inc. February 2012 - September 2012
Neuromarketing Association December 2011 - March 2012
AXA Advisors August 2010 - September 2011
Society for Financial Awareness (SOFA) February 2010 - September 2011
Capstone Financial Services June 2009 - September 2011
Southwestern Company May 2008 - April 2009
Skills
Entrepreneurship, Marketing, Public Speaking, Market Research, Project Management, Sales, Consulting, Management, Finance, Management Consulting, Social Media Marketing, Small Business, Neuroscience, EEG, Neuromarketing, Growing Businesses, Eye Tracking
Education
University of Colorado at Boulder 2013 — 2016
Master of Engineering (M.Eng.), Engineering Management
University of Denver 2004 — 2009
Specialty Degree in Cognitive Neuroscience, B.S Degrees in Biology and Psychology, minors in Medical Physics, Chemistry, and Business
University of Virginia - Semester at Sea 2008 — 2008
Circumnavigating the globe
East Lansing High School 2000 — 2004
Terumo BCT September 2014 - Present
Rockies Venture Club February 2013 - Present
Spectranetics May 2014 - August 2014
T.A. Harvey Consulting, LLC June 2005 - August 2013
Sands Research Inc. February 2012 - September 2012
Neuromarketing Association December 2011 - March 2012
AXA Advisors August 2010 - September 2011
Society for Financial Awareness (SOFA) February 2010 - September 2011
Capstone Financial Services June 2009 - September 2011
Southwestern Company May 2008 - April 2009
Skills
Entrepreneurship, Marketing, Public Speaking, Market Research, Project Management, Sales, Consulting, Management, Finance, Management Consulting, Social Media Marketing, Small Business, Neuroscience, EEG, Neuromarketing, Growing Businesses, Eye Tracking
Education
University of Colorado at Boulder 2013 — 2016
Master of Engineering (M.Eng.), Engineering Management
University of Denver 2004 — 2009
Specialty Degree in Cognitive Neuroscience, B.S Degrees in Biology and Psychology, minors in Medical Physics, Chemistry, and Business
University of Virginia - Semester at Sea 2008 — 2008
Circumnavigating the globe
East Lansing High School 2000 — 2004
D. Michael Briggs's AXA Advisors Experience January 2006 - August 2009
Job President/Owner at Colorado Financial Group, Inc.
Industry Financial Services
Experience
Colorado Financial Group, Inc. March 2014 - Present
Colorado Financial Group, Inc June 2012 - March 2014
Colorado Financial Group, Inc. August 2009 - June 2012
AXA Advisors January 2006 - August 2009
Player's Bench September 2000 - November 2008
Skills
Investments, Portfolio Management, Life Insurance, Finance, Management, Retirement Planning, Sales, Strategic Financial..., Financial Analysis
Education
University of Denver 2001 — 2005
Finance
Colorado Financial Group, Inc. March 2014 - Present
Colorado Financial Group, Inc June 2012 - March 2014
Colorado Financial Group, Inc. August 2009 - June 2012
AXA Advisors January 2006 - August 2009
Player's Bench September 2000 - November 2008
Skills
Investments, Portfolio Management, Life Insurance, Finance, Management, Retirement Planning, Sales, Strategic Financial..., Financial Analysis
Education
University of Denver 2001 — 2005
Finance
Michael Mooney,CRPC Michael Mooney,CRPC's AXA Advisors Experience September 1985 - October 2002
Job Managing Partner at Pilot Financial Advisors
Industry Financial Services
Experience
Pilot Financial Advisors October 2012 - Present
Premier Planning Group October 2002 - October 2012
AXA Advisors September 1985 - October 2002
Second National Bank of Maryland June 1984 - September 1985
Skills
401k, Retirement Planning, Strategic Financial..., Life Insurance, Estate Planning, Series 7, Financial Advisory, Employee Benefits, Financial Services, Securities, Investments, Fixed Annuities, Insurance, Retirement, Mergers & Acquisitions, Investment Advisory, Disability Insurance, Series 63, Long-term Care, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Series 6, IRAs, Asset Allocation, Small Business, Investment Strategies, Strategic Planning, Asset, Investment Management, Financial Analysis, Defined Benefit, Executive Management, Portfolio Management, Finance, Due Diligence, Series 65, Term Life Insurance, Estate Tax Planning, Exit Strategies, Health Savings Accounts, Financial Planning
Education
University of Delaware 1981 — 1985
Business, Finance/Marketing
Mount Hebron High School 1977 — 1981
Pilot Financial Advisors October 2012 - Present
Premier Planning Group October 2002 - October 2012
AXA Advisors September 1985 - October 2002
Second National Bank of Maryland June 1984 - September 1985
Skills
401k, Retirement Planning, Strategic Financial..., Life Insurance, Estate Planning, Series 7, Financial Advisory, Employee Benefits, Financial Services, Securities, Investments, Fixed Annuities, Insurance, Retirement, Mergers & Acquisitions, Investment Advisory, Disability Insurance, Series 63, Long-term Care, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Series 6, IRAs, Asset Allocation, Small Business, Investment Strategies, Strategic Planning, Asset, Investment Management, Financial Analysis, Defined Benefit, Executive Management, Portfolio Management, Finance, Due Diligence, Series 65, Term Life Insurance, Estate Tax Planning, Exit Strategies, Health Savings Accounts, Financial Planning
Education
University of Delaware 1981 — 1985
Business, Finance/Marketing
Mount Hebron High School 1977 — 1981
Robert Donahue Robert Donahue's AXA Advisors Experience July 2012 - August 2012
Job Student at the University of Delaware
Industry Hospitality
Experience
Great South Bay Brewery December 2013 - February 2014
Great South Bay Brewery December 2013 - February 2014
Timber Point Country Club June 2013 - August 2013
AXA Advisors July 2012 - August 2012
UFC Aerospace June 2010 - August 2011
UFC Aerospace June 2010 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Budgets, Windows, Hospitality, Research, Public Speaking, Hotels, Strategic Planning, Hospitality Management, Event Management, Hospitality Industry, Event Planning
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Hotel Restaurant and Institutional Management, Senior
Islip High School 2006 — 2010
Great South Bay Brewery December 2013 - February 2014
Great South Bay Brewery December 2013 - February 2014
Timber Point Country Club June 2013 - August 2013
AXA Advisors July 2012 - August 2012
UFC Aerospace June 2010 - August 2011
UFC Aerospace June 2010 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Budgets, Windows, Hospitality, Research, Public Speaking, Hotels, Strategic Planning, Hospitality Management, Event Management, Hospitality Industry, Event Planning
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Hotel Restaurant and Institutional Management, Senior
Islip High School 2006 — 2010
Eli Weiss Eli Weiss's AXA Advisors Experience 2008 - Present
Job Managing Vice President
Industry Financial Services
Experience
Axa Advisors 2008 - Present
AXA Advisors 2003 - Present
Skills
LLC, Strategic Financial..., Series 7, Series 24, Series 66, General Insurance, Wealth Management, Private Equity, Tax Shelters, Hedge Funds, FX trading, Alternative Investments, Oil & Gas Services, Personal Finance, Financial Services, Investments
Education
University of Cambridge 1998 — 2002
Axa Advisors 2008 - Present
AXA Advisors 2003 - Present
Skills
LLC, Strategic Financial..., Series 7, Series 24, Series 66, General Insurance, Wealth Management, Private Equity, Tax Shelters, Hedge Funds, FX trading, Alternative Investments, Oil & Gas Services, Personal Finance, Financial Services, Investments
Education
University of Cambridge 1998 — 2002
Carolyn Parsons Carolyn Parsons's AXA Advisors Experience 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors 2011 - Present
Focal Point Wealth Partners, LLC January 2013 - Present
Focal Point Solutions, LLC. 2008 - 2013
US Oncology a Division of McKesson April 1997 - January 2008
Horizon Healthcare/CMS Healthcare 1995 - 1997
Education
University of Southern California - Marshall School of Business 1991 — 1992
M.B.A.
University of Colorado
B.S.B.A.
AXA Advisors 2011 - Present
Focal Point Wealth Partners, LLC January 2013 - Present
Focal Point Solutions, LLC. 2008 - 2013
US Oncology a Division of McKesson April 1997 - January 2008
Horizon Healthcare/CMS Healthcare 1995 - 1997
Education
University of Southern California - Marshall School of Business 1991 — 1992
M.B.A.
University of Colorado
B.S.B.A.
Dalton Browne's AXA Advisors Experience September 2002 - September 2004
Job
Industry Consumer Electronics
Experience
Nest March 2014 - Present
Apple October 2008 - March 2014
Apple July 2007 - October 2008
Apple October 2005 - June 2007
Apple December 2004 - September 2005
Cloudmark September 2003 - December 2004
AXA Advisors September 2002 - September 2004
Skills
Retail, Cross-functional Team..., Competitive Analysis, Strategic Partnerships, Product Management, Management, Leadership, Supply Chain, International Business..., International Expansion, Supply Chain Management, Supply Chain Operations, Quality Control, Engineered Wood Products, Woodworking, Natural Stone, Procurement, Contract Negotiation, Strategic Negotiations, Supplier Negotiation, International..., Product Specification, Quarrying, Project Management, Team Management, Business Analysis, Portables, Desktop Computers, Mobile Devices, Product Lifecycle..., Scale Up, Production Efficiency, Strategic Sourcing, Process Improvement, Process Optimization, Strategy, Forecasting, Pricing, Global Sourcing, Vendor Management, Product Development, Start-ups, Wireless, International Business, Supply Management, Sourcing, Business Strategy, Manufacturing, Consumer Electronics, Negotiation
Education
University of California, San Diego 1998 — 2002
BA, Economics
Nest March 2014 - Present
Apple October 2008 - March 2014
Apple July 2007 - October 2008
Apple October 2005 - June 2007
Apple December 2004 - September 2005
Cloudmark September 2003 - December 2004
AXA Advisors September 2002 - September 2004
Skills
Retail, Cross-functional Team..., Competitive Analysis, Strategic Partnerships, Product Management, Management, Leadership, Supply Chain, International Business..., International Expansion, Supply Chain Management, Supply Chain Operations, Quality Control, Engineered Wood Products, Woodworking, Natural Stone, Procurement, Contract Negotiation, Strategic Negotiations, Supplier Negotiation, International..., Product Specification, Quarrying, Project Management, Team Management, Business Analysis, Portables, Desktop Computers, Mobile Devices, Product Lifecycle..., Scale Up, Production Efficiency, Strategic Sourcing, Process Improvement, Process Optimization, Strategy, Forecasting, Pricing, Global Sourcing, Vendor Management, Product Development, Start-ups, Wireless, International Business, Supply Management, Sourcing, Business Strategy, Manufacturing, Consumer Electronics, Negotiation
Education
University of California, San Diego 1998 — 2002
BA, Economics
Brian Haley's AXA Advisors Experience May 2002 - January 2003
Job VP, Sales Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2013 - Present
Neuberger Berman August 2010 - December 2013
AXA Equitable February 2009 - August 2010
AXA Equitable December 2007 - April 2009
Hudson Hotel March 2004 - March 2006
Soho House January 2003 - April 2005
AXA Advisors May 2002 - January 2003
Commonwealth Associates April 2001 - April 2002
Skills
Mutual Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Finance, Trading, Risk Management, Retirement, Financial Advisory, Investment Strategies, Series 7, Series 63, Financial Services, Sales, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Marketing
Neuberger Berman January 2013 - Present
Neuberger Berman August 2010 - December 2013
AXA Equitable February 2009 - August 2010
AXA Equitable December 2007 - April 2009
Hudson Hotel March 2004 - March 2006
Soho House January 2003 - April 2005
AXA Advisors May 2002 - January 2003
Commonwealth Associates April 2001 - April 2002
Skills
Mutual Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Finance, Trading, Risk Management, Retirement, Financial Advisory, Investment Strategies, Series 7, Series 63, Financial Services, Sales, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Marketing
Caitlin Kitlas's AXA Advisors Experience January 2005 - October 2005
Job Marketing Executive at Welcome Wagon
Industry Marketing and Advertising
Experience
Welcome Wagon October 2013 - Present
Independent Contractor October 2007 - October 2013
AXA Advisors January 2005 - October 2005
CUSO Financial Services, LP January 2004 - December 2004
Lehman Brothers January 2001 - November 2002
Lehman Brothers January 2000 - January 2001
Paine Webber September 1997 - December 1999
Skills
Equities, Banking, Fixed Income, Capital Markets, Management, Sales, Direct Sales, Marketing, Product Marketing, Pharmaceutical Sales, Customer Engagement, Customer Relationships, Marketing Strategy, Long-term Customer..., Sales Promotion, Sales Assessments, Sample Management, Customer Interaction, Client Service Oriented, Client Relations Skills, Manage Client..., Auditing, Team Building, Venture Capital, Promotions, Corporate Finance, Compensation Structures, Global Compensation, Financial Reporting, Compensation & Benefit, Strategic Financial..., Office Management, Recruitment Marketing, Project Management, Team Leadership, Strategic Planning
Education
The University of Connecticut 1990 — 1994
Bachelor's degree, Business/Commerce, General
Welcome Wagon October 2013 - Present
Independent Contractor October 2007 - October 2013
AXA Advisors January 2005 - October 2005
CUSO Financial Services, LP January 2004 - December 2004
Lehman Brothers January 2001 - November 2002
Lehman Brothers January 2000 - January 2001
Paine Webber September 1997 - December 1999
Skills
Equities, Banking, Fixed Income, Capital Markets, Management, Sales, Direct Sales, Marketing, Product Marketing, Pharmaceutical Sales, Customer Engagement, Customer Relationships, Marketing Strategy, Long-term Customer..., Sales Promotion, Sales Assessments, Sample Management, Customer Interaction, Client Service Oriented, Client Relations Skills, Manage Client..., Auditing, Team Building, Venture Capital, Promotions, Corporate Finance, Compensation Structures, Global Compensation, Financial Reporting, Compensation & Benefit, Strategic Financial..., Office Management, Recruitment Marketing, Project Management, Team Leadership, Strategic Planning
Education
The University of Connecticut 1990 — 1994
Bachelor's degree, Business/Commerce, General
Ailie Anderson's AXA Advisors Experience 2006 - October 2010
Job Experienced Recruiter
Industry Human Resources
Experience
trustaff 2011 - 2011
AXA Advisors 2006 - October 2010
Education
University of Cincinnati 1993 — 1997
trustaff 2011 - 2011
AXA Advisors 2006 - October 2010
Education
University of Cincinnati 1993 — 1997
Erik Brickel's AXA Advisors Experience July 2008 - March 2010
Job Private Client Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank N.A. April 2010 - September 2011
AXA Advisors July 2008 - March 2010
Kohl's Department Stores June 2005 - November 2007
Education
University of California, Riverside
BA, Psychology
JPMorgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank N.A. April 2010 - September 2011
AXA Advisors July 2008 - March 2010
Kohl's Department Stores June 2005 - November 2007
Education
University of California, Riverside
BA, Psychology
Jeff Schilling's AXA Advisors Experience April 2005 - June 2006
Job Vice President of Finance at ESeniorlife
Industry Financial Services
Experience
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
Randy Lupi's AXA Advisors Experience September 2004 - Present
Job Retirement Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2004 - Present
Skills
Financial Planning, Investment Planning, Estate Planning..., Retirement Planning, Investment Advisory..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., Insurance Strategies, Wealth Management
Education
University of Cincinnati College of Business 2000 — 2004
Bachelor's degree, Finance and International Business
AXA Advisors September 2004 - Present
Skills
Financial Planning, Investment Planning, Estate Planning..., Retirement Planning, Investment Advisory..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., Insurance Strategies, Wealth Management
Education
University of Cincinnati College of Business 2000 — 2004
Bachelor's degree, Finance and International Business
Ray Fantone's AXA Advisors Experience February 1996 - July 1997
Job IT Project Manager at Richland School District 2
Industry Information Technology and Services
Experience
Richland School District 2 April 2015 - Present
Richland School District 2 August 2009 - April 2015
DP Professionals May 2009 - August 2009
LEAF Specialty Finance October 2008 - May 2009
LEAF Specialty Finance September 2003 - October 2008
INSpire Insurance Solutions (CGI) April 1998 - January 2002
Bose Corporation October 1997 - April 1998
AXA Advisors February 1996 - July 1997
Massachusetts Water Resource Authority April 1990 - September 1995
Massachusetts Water Resource Authority March 1989 - April 1990
Skills
Visio, SharePoint, SQL, Analysis, Business Process, Project Management, Business Analysis, Microsoft SQL Server, Testing, Management, Integration, Software Documentation, Visual Basic, MS Project, Process Improvement, HTML, Finance, Oracle, Business Objects, Microsoft Office, Software, Microsoft Excel, Access, Requirements Analysis, Project Planning, Data Analysis, Team Leadership, Databases, ERP, Training, Budgets, Financial Analysis, Time & Attendance, Leadership, Program Management
Education
University of South Carolina - Darla Moore School of Business 2003 — 2007
Masters, Business Administration
University of Connecticut 1983 — 1985
Masters, Public Administration
University of Rochester 1979 — 1983
BA, History
Richland School District 2 April 2015 - Present
Richland School District 2 August 2009 - April 2015
DP Professionals May 2009 - August 2009
LEAF Specialty Finance October 2008 - May 2009
LEAF Specialty Finance September 2003 - October 2008
INSpire Insurance Solutions (CGI) April 1998 - January 2002
Bose Corporation October 1997 - April 1998
AXA Advisors February 1996 - July 1997
Massachusetts Water Resource Authority April 1990 - September 1995
Massachusetts Water Resource Authority March 1989 - April 1990
Skills
Visio, SharePoint, SQL, Analysis, Business Process, Project Management, Business Analysis, Microsoft SQL Server, Testing, Management, Integration, Software Documentation, Visual Basic, MS Project, Process Improvement, HTML, Finance, Oracle, Business Objects, Microsoft Office, Software, Microsoft Excel, Access, Requirements Analysis, Project Planning, Data Analysis, Team Leadership, Databases, ERP, Training, Budgets, Financial Analysis, Time & Attendance, Leadership, Program Management
Education
University of South Carolina - Darla Moore School of Business 2003 — 2007
Masters, Business Administration
University of Connecticut 1983 — 1985
Masters, Public Administration
University of Rochester 1979 — 1983
BA, History
Chad Harmon's AXA Advisors Experience May 2006 - March 2010
Job Financial Advisor, A&I Financial Services LLC
Industry Financial Services
Experience
A&I Finan April 2010 - Present
AXA Advisors May 2006 - March 2010
Wells Fargo August 2004 - May 2006
Skills
Asset Allocation, 401k Rollovers, Wealth Accumulation, Portfolio Management, Financial Advisory, 529 Plans, 401k, Life Insurance, Roth IRA, Wealth, Asset Managment, Equities, Alternative Investments, Variable Annuities, Comprehensive Wealth..., Tax Planning, Series 7, Series 66, IRA Exit Planning, Roth Conversion, Life,accident and health
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
A&I Finan April 2010 - Present
AXA Advisors May 2006 - March 2010
Wells Fargo August 2004 - May 2006
Skills
Asset Allocation, 401k Rollovers, Wealth Accumulation, Portfolio Management, Financial Advisory, 529 Plans, 401k, Life Insurance, Roth IRA, Wealth, Asset Managment, Equities, Alternative Investments, Variable Annuities, Comprehensive Wealth..., Tax Planning, Series 7, Series 66, IRA Exit Planning, Roth Conversion, Life,accident and health
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Bret S. Eberhardt's AXA Advisors Experience April 2007 - March 2013
Job Wealth Manager / Financial Consultant, A&I Financial Services, LLC
Industry Financial Services
Experience
A&I Financial Services, LLC April 2013 - Present
AXA Advisors April 2007 - March 2013
Linsco/Private Ledger April 2004 - March 2007
Mountain Region Sales Execs, Inc January 2002 - March 2004
Prophecy Americas, Inc. August 1999 - November 2001
Oracle Corp. January 1997 - July 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, 401k, Financial Risk..., Securities, Variable Annuities, Fixed Annuities, Financial Analysis, Insurance
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1987
MBA, Marketing, Finance
Washington University in St. Louis 1980 — 1984
BA, Biology
A&I Financial Services, LLC April 2013 - Present
AXA Advisors April 2007 - March 2013
Linsco/Private Ledger April 2004 - March 2007
Mountain Region Sales Execs, Inc January 2002 - March 2004
Prophecy Americas, Inc. August 1999 - November 2001
Oracle Corp. January 1997 - July 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, 401k, Financial Risk..., Securities, Variable Annuities, Fixed Annuities, Financial Analysis, Insurance
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1987
MBA, Marketing, Finance
Washington University in St. Louis 1980 — 1984
BA, Biology
Brad Minor's AXA Advisors Experience October 2012 - Present
Job Financial Consultant at AXAAdvisors
Industry Financial Services
Experience
AXA-Advisors October 2012 - Present
Minmar 1997 - September 2012
NV Organon September 1991 - December 1996
Skills
Life needs analysis and...
Education
University of Delaware 1982 — 1986
BA in English
Haddonfield Memorial 1978 — 1982
AXA-Advisors October 2012 - Present
Minmar 1997 - September 2012
NV Organon September 1991 - December 1996
Skills
Life needs analysis and...
Education
University of Delaware 1982 — 1986
BA in English
Haddonfield Memorial 1978 — 1982
Christina McCaughey's AXA Advisors Experience July 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
Ryan Neville's AXA Advisors Experience April 2011 - April 2012
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
AXA Advisors April 2011 - April 2012
Fidelity Investments July 2006 - April 2009
Education
St. John's High School 1994 — 1997
University of Connecticut
Worcester State University
Fidelity Investments April 2012 - Present
AXA Advisors April 2011 - April 2012
Fidelity Investments July 2006 - April 2009
Education
St. John's High School 1994 — 1997
University of Connecticut
Worcester State University
Brandon Valdini's AXA Advisors Experience August 2006 - December 2006
Job Senior Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin October 2007 - Present
Starbucks Coffee Company December 2006 - October 2007
AXA Advisors August 2006 - December 2006
Skills
Earned Value Management, Program Management, Financial Analysis, Process Improvement, Analysis, Budgets
Education
University of Central Florida - College of Business Administration 2006 — 2007
MBA, Business Administration
University of Central Florida 2002 — 2006
Bachelor of General Business Administration
Lockheed Martin October 2007 - Present
Starbucks Coffee Company December 2006 - October 2007
AXA Advisors August 2006 - December 2006
Skills
Earned Value Management, Program Management, Financial Analysis, Process Improvement, Analysis, Budgets
Education
University of Central Florida - College of Business Administration 2006 — 2007
MBA, Business Administration
University of Central Florida 2002 — 2006
Bachelor of General Business Administration
marvin markowitz's AXA Advisors Experience November 2009 - Present
Job Financial Consultant with Axa Advisors
Industry Capital Markets
Experience
AXA Advisors November 2009 - Present
weiss peck and greer September 1972 - April 2000
weiss peck greer 1972 - 2000
Education
University of Charleston 1968 — 1972
ba, sociology, bussiness
AXA Advisors November 2009 - Present
weiss peck and greer September 1972 - April 2000
weiss peck greer 1972 - 2000
Education
University of Charleston 1968 — 1972
ba, sociology, bussiness
John Pak's AXA Advisors Experience May 2007 - April 2009
Job Senior Fund Accountant at SS&C GlobeOp (CPA Candidate)
Industry Accounting
Experience
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
Jenny Laurita's AXA Advisors Experience April 2012 - December 2013
Job Trust Officer at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
Donna Kiernan's AXA Advisors Experience 1997 - 2005
Job REALTOR® at Evergreen Realty, HomeSmart
Industry Real Estate
Experience
Evergreen Realty, HomeSmart May 2015 - Present
Century 21 Award July 2013 - May 2015
MetLife June 2006 - December 2013
AXA Advisors 1997 - 2005
Skills
Insurance, Series 7, Series 63, Life Insurance, Investments, Fixed Annuities, Financial Services, Estate Planning, Disability Insurance, Management, Mutual Funds, Sales, Retirement Planning, Series 6, Risk Management, 401k, Retirement, Wealth Management, Employee Benefits, Securities, Banking, Health Insurance, Customer Service, Asset Management, Variable Annuities
Education
University of California, San Diego 1990 — 1994
BA, Political Science
University of California, San Diego 1990 — 1994
Bachelor's degree, Political Science and Government
Evergreen Realty, HomeSmart May 2015 - Present
Century 21 Award July 2013 - May 2015
MetLife June 2006 - December 2013
AXA Advisors 1997 - 2005
Skills
Insurance, Series 7, Series 63, Life Insurance, Investments, Fixed Annuities, Financial Services, Estate Planning, Disability Insurance, Management, Mutual Funds, Sales, Retirement Planning, Series 6, Risk Management, 401k, Retirement, Wealth Management, Employee Benefits, Securities, Banking, Health Insurance, Customer Service, Asset Management, Variable Annuities
Education
University of California, San Diego 1990 — 1994
BA, Political Science
University of California, San Diego 1990 — 1994
Bachelor's degree, Political Science and Government
Greg Hoefert's AXA Advisors Experience June 2010 - August 2010
Job Student at University of Dayton
Industry Financial Services
Experience
AXA Advisors June 2010 - August 2010
Mowers and More Co May 2009 - August 2009
TTX Company May 2008 - August 2008
Education
University of Dayton 2007 — 2011
Bachelor of Science in Business Administration, Finance and Entrepreneurship
University of Dayton School of Business Administration
Bachelor of Science Degree, Business Administration; Finance & Entrepreneurship
AXA Advisors June 2010 - August 2010
Mowers and More Co May 2009 - August 2009
TTX Company May 2008 - August 2008
Education
University of Dayton 2007 — 2011
Bachelor of Science in Business Administration, Finance and Entrepreneurship
University of Dayton School of Business Administration
Bachelor of Science Degree, Business Administration; Finance & Entrepreneurship
Luis Valdespino's AXA Advisors Experience March 2010 - May 2011
Job Executive Recruiter at FusionFind LLC
Industry Financial Services
Experience
FusionFind LLC March 2013 - Present
New England Wealth Strategies June 2011 - March 2013
AXA Advisors March 2010 - May 2011
Cornerstone Financial - Affiliate of AXA Advisors October 2009 - April 2010
AXA Advisors May 2009 - August 2009
Adeptra May 2008 - August 2008
Skills
Series 7, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Financial Services, Fixed Annuities, Series 63, Financial Modeling, Derivatives, Strategic Financial..., Insurance, Financial Advisory, Finance
Education
The University of Connecticut 2005 — 2009
BA, Economics
Greenwich High School 2002 — 2005
High School Diploma
JP Taravella HS
FusionFind LLC March 2013 - Present
New England Wealth Strategies June 2011 - March 2013
AXA Advisors March 2010 - May 2011
Cornerstone Financial - Affiliate of AXA Advisors October 2009 - April 2010
AXA Advisors May 2009 - August 2009
Adeptra May 2008 - August 2008
Skills
Series 7, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Financial Services, Fixed Annuities, Series 63, Financial Modeling, Derivatives, Strategic Financial..., Insurance, Financial Advisory, Finance
Education
The University of Connecticut 2005 — 2009
BA, Economics
Greenwich High School 2002 — 2005
High School Diploma
JP Taravella HS
Christopher You's AXA Advisors Experience 2009 - 2010
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
Jonathan Galbo's AXA Advisors Experience January 2012 - April 2012
Job Business Analyst at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
Brandon Timpe's AXA Advisors Experience March 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Higher Education
Experience
AXA Advisors March 2012 - Present
SunAmerica Financial Group November 2010 - August 2011
University of California, Riverside September 2009 - June 2010
Education
UC Riverside 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors March 2012 - Present
SunAmerica Financial Group November 2010 - August 2011
University of California, Riverside September 2009 - June 2010
Education
UC Riverside 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
James Mazzola's AXA Advisors Experience April 2014 - Present
Job Director of Business Development
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Common Ground June 2010 - Present
CORE Financial Group LLC March 2013 - March 2014
Hantz Group August 2000 - March 2013
Java Coffee House January 1990 - August 2000
Skills
Customer Service, Team Building, Training, Coaching, Public Speaking, Nonprofits, Leadership, Investments, Staff Development, Leadership Development, Workshop Facilitation, Event Planning, Financial Analysis, Financial Planning, Insurance, Public Relations, Retirement Planning, Social Networking, Strategic Planning
Education
University of Detroit Mercy 1983 — 1988
Bachelor's degree, Communications
AXA Advisors April 2014 - Present
Common Ground June 2010 - Present
CORE Financial Group LLC March 2013 - March 2014
Hantz Group August 2000 - March 2013
Java Coffee House January 1990 - August 2000
Skills
Customer Service, Team Building, Training, Coaching, Public Speaking, Nonprofits, Leadership, Investments, Staff Development, Leadership Development, Workshop Facilitation, Event Planning, Financial Analysis, Financial Planning, Insurance, Public Relations, Retirement Planning, Social Networking, Strategic Planning
Education
University of Detroit Mercy 1983 — 1988
Bachelor's degree, Communications
Andrew Taitelman's AXA Advisors Experience January 2010 - May 2010
Job Tax Associate at Drucker & Scaccetti, P.C.
Industry Accounting
Experience
Drucker & Scaccetti, P.C. January 2012 - Present
McGladrey January 2011 - April 2011
AXA Advisors January 2010 - May 2010
Overdrive Direct Marketing August 2009 - December 2009
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelors, Accounting, Finance
Drucker & Scaccetti, P.C. January 2012 - Present
McGladrey January 2011 - April 2011
AXA Advisors January 2010 - May 2010
Overdrive Direct Marketing August 2009 - December 2009
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelors, Accounting, Finance
TJ Mills's AXA Advisors Experience January 2008 - January 2009
Job Acquisitions Associate at Berkshire Realty Ventures
Industry Commercial Real Estate
Experience
Berkshire Realty Ventures June 2015 - Present
GE Capital Real Estate July 2013 - June 2015
GE Capital Real Estate June 2012 - June 2013
TJX June 2011 - August 2011
Colliers-International June 2010 - August 2010
AXA Advisors January 2008 - January 2009
Skills
Valuation, Real Estate Economics, CoStar, Argus Modeling, DYNA, Dyna, Real Estate Development, Real Estate, Commercial Real Estate, Financial Modeling, Financial Analysis, Asset Management, Leases, Portfolio Management, Underwriting, Market Research
Education
The University of Connecticut 2008 — 2012
Bachelor of Liberal Arts and Sciences, Economics/ Real Estate
Berkshire Realty Ventures June 2015 - Present
GE Capital Real Estate July 2013 - June 2015
GE Capital Real Estate June 2012 - June 2013
TJX June 2011 - August 2011
Colliers-International June 2010 - August 2010
AXA Advisors January 2008 - January 2009
Skills
Valuation, Real Estate Economics, CoStar, Argus Modeling, DYNA, Dyna, Real Estate Development, Real Estate, Commercial Real Estate, Financial Modeling, Financial Analysis, Asset Management, Leases, Portfolio Management, Underwriting, Market Research
Education
The University of Connecticut 2008 — 2012
Bachelor of Liberal Arts and Sciences, Economics/ Real Estate
Carlos L. Carrero's AXA Advisors Experience May 2012 - August 2012
Job Defined Contribution Analyst
Industry Financial Services
Experience
The Benefit Practice April 2013 - Present
Valencia Community College January 2008 - April 2013
AXA Advisors May 2012 - August 2012
First Coast Service Options, Inc. June 2011 - August 2011
United States Specialty Sports Association June 2010 - August 2010
Washington Nationals January 2010 - April 2010
University of North Florida May 2007 - December 2007
Skills
Customer Service, Event Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Fundraising, Public Relations, Advertising, Public Speaking, Inventory Management, Photoshop, Social Media, Sports, New Business Development, Sports Marketing, Finance, Series 6, 2-15 Insurance License
Education
University of Central Florida 2004 — 2010
Bachelor's, General Management
University of Central Florida - College of Business Administration 2004 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Benefit Practice April 2013 - Present
Valencia Community College January 2008 - April 2013
AXA Advisors May 2012 - August 2012
First Coast Service Options, Inc. June 2011 - August 2011
United States Specialty Sports Association June 2010 - August 2010
Washington Nationals January 2010 - April 2010
University of North Florida May 2007 - December 2007
Skills
Customer Service, Event Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Fundraising, Public Relations, Advertising, Public Speaking, Inventory Management, Photoshop, Social Media, Sports, New Business Development, Sports Marketing, Finance, Series 6, 2-15 Insurance License
Education
University of Central Florida 2004 — 2010
Bachelor's, General Management
University of Central Florida - College of Business Administration 2004 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Matthew Dover's AXA Advisors Experience September 2013 - December 2013
Job Operations Supervisor at JB Hunt Transport Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
JB Hunt Transport Services, Inc. February 2014 - Present
AXA Advisors September 2013 - December 2013
House of LaRose June 2012 - August 2012
JM Design Build May 2011 - August 2011
Skills
Customer Service, Leadership, Microsoft Word, Public Speaking, PowerPoint
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Finance
JB Hunt Transport Services, Inc. February 2014 - Present
AXA Advisors September 2013 - December 2013
House of LaRose June 2012 - August 2012
JM Design Build May 2011 - August 2011
Skills
Customer Service, Leadership, Microsoft Word, Public Speaking, PowerPoint
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Albert Tran's AXA Advisors Experience May 2011 - August 2011
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2013 - Present
AXA Advisors May 2011 - August 2011
Department of Foreign Affairs July 2009 - August 2009
Education
University of Southern California - Marshall School of Business 2010 — 2012
Bachelor of Science, Business Administration
University of California, Riverside 2008 — 2010
Business Administration
Goldman Sachs January 2013 - Present
AXA Advisors May 2011 - August 2011
Department of Foreign Affairs July 2009 - August 2009
Education
University of Southern California - Marshall School of Business 2010 — 2012
Bachelor of Science, Business Administration
University of California, Riverside 2008 — 2010
Business Administration
Keith Baham's AXA Advisors Experience 2004 - 2005
Job RIA Services Associate at LPL
Industry Financial Services
Experience
LPL account executiveBeneficial Bank2005 - 2006
AXA Advisors 2004 - 2005
Bank of America 2000 - 2004
Education
University of California, San Diego
LPL account executiveBeneficial Bank2005 - 2006
AXA Advisors 2004 - 2005
Bank of America 2000 - 2004
Education
University of California, San Diego
Joshua Gelber's AXA Advisors Experience October 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
OMD Media Direction May 2012 - October 2013
Education
University of California, Santa Barbara 2006 — 2011
BA, Communication
Palos Verdes High School 2002 — 2006
High School
AXA Advisors October 2014 - Present
OMD Media Direction May 2012 - October 2013
Education
University of California, Santa Barbara 2006 — 2011
BA, Communication
Palos Verdes High School 2002 — 2006
High School
Andrew Heider's AXA Advisors Experience August 2011 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2011
BS, Finance
AXA Advisors August 2011 - Present
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2011
BS, Finance
Scott Roman's AXA Advisors Experience May 2011 - December 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Robert Roman, LLC January 2013 - December 2013
AXA Advisors May 2011 - December 2012
Skills
Series 7, Series 66, Estate Planning, Financial Planners, Investment Management, Investment Strategies, Alternative Investments, College Funding..., College Savings Plans, Life & Health Insurance..., Life Insurance, Investments, Retirement Planning, Fixed Annuities
Education
University of Delaware - Lerner College of Business and Economics
Merrill Edge January 2014 - Present
Robert Roman, LLC January 2013 - December 2013
AXA Advisors May 2011 - December 2012
Skills
Series 7, Series 66, Estate Planning, Financial Planners, Investment Management, Investment Strategies, Alternative Investments, College Funding..., College Savings Plans, Life & Health Insurance..., Life Insurance, Investments, Retirement Planning, Fixed Annuities
Education
University of Delaware - Lerner College of Business and Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO