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
Dillan J Micus Dillan J Micus's AXA Advisors Experience 2003 - 2005
Job Executive Vice President AXA Advisors, LLC Southwest
Industry Financial Services
Experience
AXA Advisors, LLC Southwest December 1999 - Present
AXA Advisors 2003 - 2005
AXA 2000 - 2003
Skills
Wealth Management, Estate Planning..., Tax-Efficient Investing..., Business Succession..., Executive Benefits..., Retirement Income...
Education
University of Northern Colorado 1997 — 1999
BS/BA, Finance
University of Hawaii at Manoa 1994 — 1996
BS/BA, Finance
Mullen High School 1990 — 1994
High School Diploma, General Studies
AXA Advisors, LLC Southwest December 1999 - Present
AXA Advisors 2003 - 2005
AXA 2000 - 2003
Skills
Wealth Management, Estate Planning..., Tax-Efficient Investing..., Business Succession..., Executive Benefits..., Retirement Income...
Education
University of Northern Colorado 1997 — 1999
BS/BA, Finance
University of Hawaii at Manoa 1994 — 1996
BS/BA, Finance
Mullen High School 1990 — 1994
High School Diploma, General Studies
Kyle Klinger Kyle Klinger's AXA Advisors Experience February 2008 - February 2009
Job Jobber Servicer Team, Texas
Industry Automotive
Experience
Bob Cook Sales Co January 2015 - Present
Yonsei University Foreign Language Institute February 2014 - January 2015
Yonsei University Foreign Language Institute February 2012 - January 2015
Top Tier English 2009 - 2012
AXA Advisors February 2008 - February 2009
United States Air Force October 1999 - October 2004
Skills
Strategic Financial..., Analysis, Portfolio Management, Plannning, Risk Assessment, Investments, Finance, Proposal Writing, Financial Modeling, Financial Analysis, Training, Marketing, Editing, Microsoft Office, Management, Public Speaking, Social Networking, Leadership, Microsoft Excel, Customer Service, Marketing Strategy, Sales, Strategic Planning, Negotiation, Social Media, Team Building, Research, Sales Management, Event Planning, PowerPoint, New Business Development, Teaching, Microsoft Word, Sales Operations, Account Management, Project Management, Event Management, Korean
Education
연세대학교 / Yonsei University 2010 — 2012
Korean Language Institute, Korean Studies
University of Hawaii at Manoa 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Bob Cook Sales Co January 2015 - Present
Yonsei University Foreign Language Institute February 2014 - January 2015
Yonsei University Foreign Language Institute February 2012 - January 2015
Top Tier English 2009 - 2012
AXA Advisors February 2008 - February 2009
United States Air Force October 1999 - October 2004
Skills
Strategic Financial..., Analysis, Portfolio Management, Plannning, Risk Assessment, Investments, Finance, Proposal Writing, Financial Modeling, Financial Analysis, Training, Marketing, Editing, Microsoft Office, Management, Public Speaking, Social Networking, Leadership, Microsoft Excel, Customer Service, Marketing Strategy, Sales, Strategic Planning, Negotiation, Social Media, Team Building, Research, Sales Management, Event Planning, PowerPoint, New Business Development, Teaching, Microsoft Word, Sales Operations, Account Management, Project Management, Event Management, Korean
Education
연세대학교 / Yonsei University 2010 — 2012
Korean Language Institute, Korean Studies
University of Hawaii at Manoa 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Deborah Edwards Deborah Edwards's AXA Advisors Experience August 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ , AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2004 - Present
Glik's May 1998 - May 2003
May Department Stores December 1985 - December 1998
Education
University of Illinois 1981 — 1985
Bachelor of Arts, English major/Chemistry and Math minor
AXA Advisors August 2004 - Present
Glik's May 1998 - May 2003
May Department Stores December 1985 - December 1998
Education
University of Illinois 1981 — 1985
Bachelor of Arts, English major/Chemistry and Math minor
Tyler Combs's AXA Advisors Experience May 2014 - May 2015
Job Client Service Associate at Edelman Financial
Industry Financial Services
Experience
Edelman Financial Services June 2015 - Present
AXA Advisors May 2014 - May 2015
Skills
Finance, Financial Analysis, Corporate Finance, Retirement Planning, Insurance, Life Insurance, Health Insurance, Investments, Accounting, Data Analysis, Wealth Management, Sales, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Hospitality, Research
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.)
Edelman Financial Services June 2015 - Present
AXA Advisors May 2014 - May 2015
Skills
Finance, Financial Analysis, Corporate Finance, Retirement Planning, Insurance, Life Insurance, Health Insurance, Investments, Accounting, Data Analysis, Wealth Management, Sales, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Hospitality, Research
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.)
Dan Pierson Dan Pierson's AXA Advisors Experience November 2001 - November 2002
Job Founder & Chairman at LegacyShield
Industry Insurance
Experience
Legacy Shield December 2014 - Present
EW Ventures, LLC November 2014 - Present
Independent Life Brokerage, Corp. April 2009 - November 2014
Kaiser Financial Group, Inc. November 2002 - April 2009
AXA Advisors November 2001 - November 2002
Arjay Telecommunications August 1997 - October 2001
Skills
Life Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Insurance, Estate Planning, Universal Life, Brokers, Whole Life, Buy-sell Agreements, Wealth Accumulation, General Insurance, Permanent Life Insurance, Business Development, Strategy, Financial Advisory, Long-term Care, Strategic Financial..., Securities, Disability Insurance, Relationship Management, Small Business, Sales, Long Term Care Insurance, Strategic Planning, Claim, Risk Management, Retirement Planning, Wealth, Reinsurance, 401k, Investments, Financial Planners, IRAs, Liability, Management, Retirement, Wealth Management, Pensions, Financial Services, Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1997
BS, Finance, Marketing & Economics
University of Maryland College Park 1993 — 1997
BS, Finance & Marketing
Legacy Shield December 2014 - Present
EW Ventures, LLC November 2014 - Present
Independent Life Brokerage, Corp. April 2009 - November 2014
Kaiser Financial Group, Inc. November 2002 - April 2009
AXA Advisors November 2001 - November 2002
Arjay Telecommunications August 1997 - October 2001
Skills
Life Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Insurance, Estate Planning, Universal Life, Brokers, Whole Life, Buy-sell Agreements, Wealth Accumulation, General Insurance, Permanent Life Insurance, Business Development, Strategy, Financial Advisory, Long-term Care, Strategic Financial..., Securities, Disability Insurance, Relationship Management, Small Business, Sales, Long Term Care Insurance, Strategic Planning, Claim, Risk Management, Retirement Planning, Wealth, Reinsurance, 401k, Investments, Financial Planners, IRAs, Liability, Management, Retirement, Wealth Management, Pensions, Financial Services, Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1997
BS, Finance, Marketing & Economics
University of Maryland College Park 1993 — 1997
BS, Finance & Marketing
Richard Farr Richard Farr's AXA Advisors Experience June 2012 - Present
Job Retirement Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2012 - Present
Rodman & Renshaw, Inc. June 1994 - March 1998
Bear Stearns & Co, Inc. August 1992 - June 1994
Prudential Securities, Inc. January 1991 - August 1992
Rauscher Pierce Refsnes, Inc. October 1989 - February 1991
Prudential Bache Securities December 1985 - October 1989
Skills
Strategic Financial..., Retirement Planning, Series 7, Retirement, Mutual Funds, Wealth Management, Investments, Fixed Annuities, Asset Allocation, Securities, 401k, Life Insurance, Investment Advisory, Series 63, Estate Planning, Investment Strategies, IRAs, Portfolio Management, Pensions, Insurance, Variable Annuities, Employee Benefits, 403b, KPERS, Financial Advisory
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
AXA Advisors June 2012 - Present
Rodman & Renshaw, Inc. June 1994 - March 1998
Bear Stearns & Co, Inc. August 1992 - June 1994
Prudential Securities, Inc. January 1991 - August 1992
Rauscher Pierce Refsnes, Inc. October 1989 - February 1991
Prudential Bache Securities December 1985 - October 1989
Skills
Strategic Financial..., Retirement Planning, Series 7, Retirement, Mutual Funds, Wealth Management, Investments, Fixed Annuities, Asset Allocation, Securities, 401k, Life Insurance, Investment Advisory, Series 63, Estate Planning, Investment Strategies, IRAs, Portfolio Management, Pensions, Insurance, Variable Annuities, Employee Benefits, 403b, KPERS, Financial Advisory
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Andrew Raudenbush Andrew Raudenbush's AXA Advisors Experience 2012 - Present
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
ING Financial Partners April 2003 - April 2011
Skills
Wealth Management, Estate Planning, Business Retirement..., Business Succession..., Executive Bonus..., Financial Needs Analysis
Education
University of Florida 1997 — 2001
AXA Advisors 2012 - Present
ING Financial Partners April 2003 - April 2011
Skills
Wealth Management, Estate Planning, Business Retirement..., Business Succession..., Executive Bonus..., Financial Needs Analysis
Education
University of Florida 1997 — 2001
Paul Impallaria IV Paul Impallaria IV's AXA Advisors Experience June 2013 - August 2013
Job General Manager at Mangia Fresca
Industry Financial Services
Experience
Mangia Fresca November 2009 - Present
Scoops Ice Cream Shoppe May 2006 - Present
AXA Advisors June 2013 - August 2013
Skills
Fitness, Social Media, Social Networking, Social Skills, Finance, Marketing, Communication, Sales, Advertising, Customer Satisfaction, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Management
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Finance/Economics, 3.42/4.0
University of Illinois at Chicago
Mangia Fresca November 2009 - Present
Scoops Ice Cream Shoppe May 2006 - Present
AXA Advisors June 2013 - August 2013
Skills
Fitness, Social Media, Social Networking, Social Skills, Finance, Marketing, Communication, Sales, Advertising, Customer Satisfaction, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Management
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Finance/Economics, 3.42/4.0
University of Illinois at Chicago
Jennifer Wu, CFA Jennifer Wu, CFA's AXA Advisors Experience 2008 - 2008
Job Senior Vice President, Institutional Sales at Voya (formerly ING) Investment Management
Industry Investment Management
Experience
Voya (formerly ING) Investment Management 2008 - Present
AXA Advisors 2008 - 2008
EDGAR Online 2005 - 2007
American International Group 2001 - 2005
Novartis 1997 - 2000
CIGNA Healthcare 1995 - 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Maine
MS, Statistics
University of Maine
BA, Mathematics
Voya (formerly ING) Investment Management 2008 - Present
AXA Advisors 2008 - 2008
EDGAR Online 2005 - 2007
American International Group 2001 - 2005
Novartis 1997 - 2000
CIGNA Healthcare 1995 - 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Maine
MS, Statistics
University of Maine
BA, Mathematics
James Soong James Soong's AXA Advisors Experience December 2014 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Pioneer Pacific Financial Services, Inc June 2014 - Present
Washington National Insurance Company May 2014 - Present
Covered CA October 2013 - Present
Colonial Life March 2012 - Present
Skills
Customer Service, Investment Services, Investment Strategies, Investment Planning, Long-term care planning..., Estate planning..., Retirement Planning..., Retirement Planning, Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Mangement, Wealth Preservation..., Estate Conservation..., Tax-efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA distribution..., 401(k) distribution...
Education
University of Hawaii at Manoa 2001 — 2003
Accounting, Accounting
Western Culinary Institute 1991 — 1992
Culinary Arts/Chef Training
AXA Advisors December 2014 - Present
Pioneer Pacific Financial Services, Inc June 2014 - Present
Washington National Insurance Company May 2014 - Present
Covered CA October 2013 - Present
Colonial Life March 2012 - Present
Skills
Customer Service, Investment Services, Investment Strategies, Investment Planning, Long-term care planning..., Estate planning..., Retirement Planning..., Retirement Planning, Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Mangement, Wealth Preservation..., Estate Conservation..., Tax-efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA distribution..., 401(k) distribution...
Education
University of Hawaii at Manoa 2001 — 2003
Accounting, Accounting
Western Culinary Institute 1991 — 1992
Culinary Arts/Chef Training
Robert F. (Bob) Green Robert F. (Bob) Green's AXA Advisors Experience March 1985 - December 1989
Job Broker/Associate at Atlantic Ocean Realty, Inc.
Industry Real Estate
Experience
Atlantic Ocean Realty, LLC January 2000 - Present
TCI January 1990 - December 1999
AXA Advisors March 1985 - December 1989
Skills
Sales Operations, Broadcast Television, Script Analysis, Financial Analysis, Photography, Residential Homes, Sellers, Advertising, Listings, Sales Management, Buyers, Waterfront, Relocation, Townhomes, New Home Sales, Buyer Representation, First Time Home Buyers, Referrals, Investment Properties, Foreclosures
Education
University of North Florida 1975 — 1976
Bachelor of Arts (B.A.), Communitcations and Literature
University of Florida 1972 — 1976
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Atlantic Ocean Realty, LLC January 2000 - Present
TCI January 1990 - December 1999
AXA Advisors March 1985 - December 1989
Skills
Sales Operations, Broadcast Television, Script Analysis, Financial Analysis, Photography, Residential Homes, Sellers, Advertising, Listings, Sales Management, Buyers, Waterfront, Relocation, Townhomes, New Home Sales, Buyer Representation, First Time Home Buyers, Referrals, Investment Properties, Foreclosures
Education
University of North Florida 1975 — 1976
Bachelor of Arts (B.A.), Communitcations and Literature
University of Florida 1972 — 1976
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Chris Naquin's AXA Advisors Experience May 2014 - Present
Job Financial Professiional at AXA Advisors, LLC / Ambassador (Volunteer) at New Orleans Chamber of Commerce
Industry Insurance
Experience
AXA Advisors May 2014 - Present
New Orleans Chamber of Commerce March 2013 - Present
Aflac August 2012 - Present
NCO Financial Investigative Services 1998 - August 2012
Skills
Due Diligence, Employee Benefits, Financial Analysis, Finance, Financial Services, Recruiting, Retirement Planning, Strategy, Asset Management, Analysis
Education
University of New Orleans 1992 — 1994
BS, Business Administration
University of Louisiana at Lafayette 1988 — 1990
General Business
AXA Advisors May 2014 - Present
New Orleans Chamber of Commerce March 2013 - Present
Aflac August 2012 - Present
NCO Financial Investigative Services 1998 - August 2012
Skills
Due Diligence, Employee Benefits, Financial Analysis, Finance, Financial Services, Recruiting, Retirement Planning, Strategy, Asset Management, Analysis
Education
University of New Orleans 1992 — 1994
BS, Business Administration
University of Louisiana at Lafayette 1988 — 1990
General Business
Nicholas Ressler Nicholas Ressler's AXA Advisors Experience November 2010 - December 2011
Job Chief, Information Protection at Illinois Air National Guard
Industry Military
Experience
Illinois Air National Guard January 2012 - Present
AXA Advisors November 2010 - December 2011
Skills
Series 7, Series 63, Microsoft Office, Life Insurance, Information Security, Law Enforcement..., Force Protection, Financial Analysis, Operations Management
Education
University of Illinois Springfield 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Illinois Springfield 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Illinois Air National Guard January 2012 - Present
AXA Advisors November 2010 - December 2011
Skills
Series 7, Series 63, Microsoft Office, Life Insurance, Information Security, Law Enforcement..., Force Protection, Financial Analysis, Operations Management
Education
University of Illinois Springfield 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Illinois Springfield 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Peter Weinbaum, CFP®, MBA Peter Weinbaum, CFP®, MBA's AXA Advisors Experience September 2003 - August 2009
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife January 2015 - Present
New England Securities August 2009 - December 2014
New England Financial, A MetLife Company August 2009 - December 2014
AXA Advisors September 2003 - August 2009
Delta Air Lines July 1998 - January 2003
Education
University of Illinois at Urbana-Champaign 1990 — 1992
MBA, Marketing & International Business
University of Wisconsin-Madison 1986 — 1990
BA, Economics
MetLife January 2015 - Present
New England Securities August 2009 - December 2014
New England Financial, A MetLife Company August 2009 - December 2014
AXA Advisors September 2003 - August 2009
Delta Air Lines July 1998 - January 2003
Education
University of Illinois at Urbana-Champaign 1990 — 1992
MBA, Marketing & International Business
University of Wisconsin-Madison 1986 — 1990
BA, Economics
Mark Zraunig Mark Zraunig's AXA Advisors Experience February 2000 - October 2013
Job President at Parkview Financial
Industry Financial Services
Experience
Parkview Financial October 2013 - Present
AXA Advisors February 2000 - October 2013
Skills
Series 7
Education
University of Massachusetts, Amherst 1996 — 1999
Parkview Financial October 2013 - Present
AXA Advisors February 2000 - October 2013
Skills
Series 7
Education
University of Massachusetts, Amherst 1996 — 1999
Brian Namnun Brian Namnun's AXA Advisors Experience 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - Present
JET Services September 2010 - May 2013
Wells Fargo June 2012 - October 2012
YMCA June 2008 - August 2010
Skills
Spanish, Financial Services, Financial Advisory, Financial Analysis, Economics, Customer Service, Leadership, Team Leadership, Public Speaking, Sales, Management, Time Management, Social Media, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Event Planning, Blogging
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
AXA Advisors 2013 - Present
JET Services September 2010 - May 2013
Wells Fargo June 2012 - October 2012
YMCA June 2008 - August 2010
Skills
Spanish, Financial Services, Financial Advisory, Financial Analysis, Economics, Customer Service, Leadership, Team Leadership, Public Speaking, Sales, Management, Time Management, Social Media, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Event Planning, Blogging
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Steven Daar's AXA Advisors Experience July 2010 - September 2010
Job Conversion Optimization Founder of Conversion For Good | Author of Profit Hacking
Industry Marketing and Advertising
Experience
Conversion For Good March 2014 - Present
Teachers Retirement Help October 2010 - October 2014
Rise Interactive December 2012 - February 2014
AXA Advisors July 2010 - September 2010
Morningstar May 2009 - August 2009
Skills
Conversion Optimization, Google Analytics, Online Marketing, Blogging, Facebook, Online Publishing, Entrepreneurship, Lead Generation, Google Adwords, Investments, User Experience Testing, Survey Research, Online Survey Design, A/B Testing, Conversion Rate
Education
ConversionXL Conversion Optimization Course 2014 — 2014
ConversionXL Certificate In Conversion Optimization
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Finance
Conversion For Good March 2014 - Present
Teachers Retirement Help October 2010 - October 2014
Rise Interactive December 2012 - February 2014
AXA Advisors July 2010 - September 2010
Morningstar May 2009 - August 2009
Skills
Conversion Optimization, Google Analytics, Online Marketing, Blogging, Facebook, Online Publishing, Entrepreneurship, Lead Generation, Google Adwords, Investments, User Experience Testing, Survey Research, Online Survey Design, A/B Testing, Conversion Rate
Education
ConversionXL Conversion Optimization Course 2014 — 2014
ConversionXL Certificate In Conversion Optimization
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Finance
Jenny Li Jenny Li's AXA Advisors Experience January 2006 - August 2006
Job Vice President Private Banker at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. June 2015 - Present
Pacific Rim Bank July 2013 - June 2015
Bank of Hawaii October 2011 - April 2013
Ohana Pacific Bank August 2006 - September 2011
AXA Advisors January 2006 - August 2006
Central Pacific Bank/ City Bank June 1996 - December 2005
City Bank June 1993 - May 1996
Skills
Management, Business Development, Customer Service, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, New Business Development, Marketing, Budgets, Business Strategy, Financial Analysis, Banking
Education
University of Hawaii at Manoa
Bachelor of Business Administration (B.B.A.), Accounting
First Foundation Inc. June 2015 - Present
Pacific Rim Bank July 2013 - June 2015
Bank of Hawaii October 2011 - April 2013
Ohana Pacific Bank August 2006 - September 2011
AXA Advisors January 2006 - August 2006
Central Pacific Bank/ City Bank June 1996 - December 2005
City Bank June 1993 - May 1996
Skills
Management, Business Development, Customer Service, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, New Business Development, Marketing, Budgets, Business Strategy, Financial Analysis, Banking
Education
University of Hawaii at Manoa
Bachelor of Business Administration (B.B.A.), Accounting
Joy Huang's AXA Advisors Experience May 2012 - August 2012
Job Marketing Analyst
Industry Marketing and Advertising
Experience
Allstate July 2015 - Present
American Marketing Association June 2014 - May 2015
Saddleback Church June 2014 - August 2014
University of Illinois at Urbana-Champaign August 2012 - January 2013
AXA Advisors May 2012 - August 2012
Plymouth Tube Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Social Media, Research, Market Research, English, Time Management, Sales, Analysis, Facebook
Education
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor of Science (B.S.), Consumer Economics & Finance, 3.7/4.0
Neuqua Valley High School 2008 — 2011
Allstate July 2015 - Present
American Marketing Association June 2014 - May 2015
Saddleback Church June 2014 - August 2014
University of Illinois at Urbana-Champaign August 2012 - January 2013
AXA Advisors May 2012 - August 2012
Plymouth Tube Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Social Media, Research, Market Research, English, Time Management, Sales, Analysis, Facebook
Education
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor of Science (B.S.), Consumer Economics & Finance, 3.7/4.0
Neuqua Valley High School 2008 — 2011
Peter Wilkins Peter Wilkins's AXA Advisors Experience September 2010 - December 2010
Job Graduate Assistant at Bergstrom Center for Real Estate Studies, University of Florida
Industry Real Estate
Experience
PricewaterhouseCoopers Master of Science in Real EstateUniversity of FloridaJanuary 2014 - Present
Bergstrom Center for Real Estate Studies, University of Florida August 2014 - May 2015
The Collier Companies May 2014 - August 2014
Alarion Bank May 2012 - April 2013
Kappa Sigma Fraternity 2011 - 2012
AXA Advisors September 2010 - December 2010
Play It Again Sports and Fitness June 2008 - August 2009
Skills
Finance, Consulting, Sales, Investments, Microsoft Office, Time Management, Negotiation, Real Estate, Public Speaking, Start-ups, Analysis, Loans, Microsoft Excel, PowerPoint, Microsoft Word, Valuation
Education
University of Florida 2014 — 2015
Master's degree, Real Estate
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Finance and Financial Management Services
PricewaterhouseCoopers Master of Science in Real EstateUniversity of FloridaJanuary 2014 - Present
Bergstrom Center for Real Estate Studies, University of Florida August 2014 - May 2015
The Collier Companies May 2014 - August 2014
Alarion Bank May 2012 - April 2013
Kappa Sigma Fraternity 2011 - 2012
AXA Advisors September 2010 - December 2010
Play It Again Sports and Fitness June 2008 - August 2009
Skills
Finance, Consulting, Sales, Investments, Microsoft Office, Time Management, Negotiation, Real Estate, Public Speaking, Start-ups, Analysis, Loans, Microsoft Excel, PowerPoint, Microsoft Word, Valuation
Education
University of Florida 2014 — 2015
Master's degree, Real Estate
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Finance and Financial Management Services
Curt Richardson Curt Richardson's AXA Advisors Experience September 2008 - March 2010
Job Analyst, Media Finance at DigitasLBi_US
Industry Staffing and Recruiting
Experience
DigitasLBi_US August 2012 - Present
Lucas Group September 2010 - July 2012
Infinity Consulting Solutions April 2010 - September 2010
AXA Advisors September 2008 - March 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance - College of Business
DigitasLBi_US August 2012 - Present
Lucas Group September 2010 - July 2012
Infinity Consulting Solutions April 2010 - September 2010
AXA Advisors September 2008 - March 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance - College of Business
Kelsey Franklin Kelsey Franklin's AXA Advisors Experience January 2011 - April 2011
Job Business Advisory Services Senior Consultant at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - July 2015
University of Florida August 2010 - July 2013
Grant Thornton LLP June 2012 - August 2012
AXA Advisors January 2011 - April 2011
Merrill Lynch August 2009 - May 2010
Skills
IT Audit Support, Financial Analysis, Business Valuation, Internal Audit, Due Diligence, Financial Reporting, Java, C#, Auditing, Analysis, Finance, Risk Assessment, Access, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internal Controls, Accounting, Public Speaking, Sarbanes-Oxley Act, Management, Process Improvement, IT Audit
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Information Systems and Operations Management
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - July 2015
University of Florida August 2010 - July 2013
Grant Thornton LLP June 2012 - August 2012
AXA Advisors January 2011 - April 2011
Merrill Lynch August 2009 - May 2010
Skills
IT Audit Support, Financial Analysis, Business Valuation, Internal Audit, Due Diligence, Financial Reporting, Java, C#, Auditing, Analysis, Finance, Risk Assessment, Access, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internal Controls, Accounting, Public Speaking, Sarbanes-Oxley Act, Management, Process Improvement, IT Audit
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Information Systems and Operations Management
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Meredith Polm's AXA Advisors Experience November 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors November 2013 - Present
Teach For America April 2011 - July 2013
The Center for Young Children at Univ. of MD, College Park September 2009 - May 2011
Department of Psychology, Univ. of MD, College Park September 2009 - February 2011
National Coalition of STD Directors August 2010 - December 2010
Kappa Alpha Theta, Gamma Mu Chapter November 2009 - December 2010
Center for Disease Control, Washington Office January 2010 - July 2010
Help Center Peer Counseling and Crisis Intervention Hotline October 2007 - February 2010
Neurocognitive Development Lab December 2008 - January 2010
DRD Pool Services May 2006 - August 2006
Education
University of Missouri - St. Louis 2011 — 2013
Masters of Education
University of Maryland College Park 2007 — 2011
Bachelor's of Science
AXA Advisors November 2013 - Present
Teach For America April 2011 - July 2013
The Center for Young Children at Univ. of MD, College Park September 2009 - May 2011
Department of Psychology, Univ. of MD, College Park September 2009 - February 2011
National Coalition of STD Directors August 2010 - December 2010
Kappa Alpha Theta, Gamma Mu Chapter November 2009 - December 2010
Center for Disease Control, Washington Office January 2010 - July 2010
Help Center Peer Counseling and Crisis Intervention Hotline October 2007 - February 2010
Neurocognitive Development Lab December 2008 - January 2010
DRD Pool Services May 2006 - August 2006
Education
University of Missouri - St. Louis 2011 — 2013
Masters of Education
University of Maryland College Park 2007 — 2011
Bachelor's of Science
Keith Onto, MBA Keith Onto, MBA's AXA Advisors Experience June 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Wagner College August 2011 - May 2013
Skills
Research, Econometrics, Bloomberg, Microsoft Word, Forecasting, Public Speaking, Sports Management, Portfolio Management, Financial Accounting, Financial Modeling, SPSS, Managed Money, Bloomberg Terminal, Regression Analysis, Financial Reporting, Microsoft Office, Statistics, Life Insurance..., Asset Management, Financial Needs Analysis
Education
Wagner College 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Maryland Baltimore County 2007 — 2011
Bachelor of Science (B.S.), Financial Economics
AXA Advisors June 2013 - Present
Wagner College August 2011 - May 2013
Skills
Research, Econometrics, Bloomberg, Microsoft Word, Forecasting, Public Speaking, Sports Management, Portfolio Management, Financial Accounting, Financial Modeling, SPSS, Managed Money, Bloomberg Terminal, Regression Analysis, Financial Reporting, Microsoft Office, Statistics, Life Insurance..., Asset Management, Financial Needs Analysis
Education
Wagner College 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Maryland Baltimore County 2007 — 2011
Bachelor of Science (B.S.), Financial Economics
Marc Painter's AXA Advisors Experience May 2012 - August 2012
Job Portfolio Analyst at Landmark Bank
Industry Banking
Experience
Landmark Bank January 2013 - Present
AXA Advisors May 2012 - August 2012
University of Missouri September 2011 - May 2012
Citi May 2011 - August 2011
MEMC Electronic Materials March 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, SAP, AutoCAD, Accounts Payable, Portfolio Management
Education
University of Missouri - Columbia - College of Business 2008 — 2012
Bachelors, Finance
University of Kentucky
University of Kentucky
Landmark Bank January 2013 - Present
AXA Advisors May 2012 - August 2012
University of Missouri September 2011 - May 2012
Citi May 2011 - August 2011
MEMC Electronic Materials March 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, SAP, AutoCAD, Accounts Payable, Portfolio Management
Education
University of Missouri - Columbia - College of Business 2008 — 2012
Bachelors, Finance
University of Kentucky
University of Kentucky
Parisa Honarpisheh Parisa Honarpisheh's AXA Advisors Experience June 2014 - September 2014
Job Power Market Researcher
Industry Oil & Energy
Experience
Industrial Info Resources September 2014 - Present
AXA Advisors June 2014 - September 2014
Wells Fargo March 2010 - October 2013
New York & Company June 2007 - June 2010
Cache January 2009 - December 2009
Skills
Banking, Finance, Credit, Customer Service, Training, Leadership, Lines Of Credit, Sales, Deposits, Teamwork, Investments, Credit Cards, Renewable Energy, Power Plants, Project Planning, Power Generation, Energy, Solar Power, Wind Power, Management, Commercial Banking, Cash Management, Commercial Lending, Risk Management, Retail Banking, Credit Analysis, Teller Operations, Cross Selling, Loan Origination, Home Equity Loans, Residential Mortgages, Internet Banking, Branch Banking, Financial Transactions, Mortgage Underwriting, Strategic Financial..., Auditing, Financial Services, Branch Management, Merchant Services, Accounts Payable, Relationship Management, Refinance, Loan Servicing, Mortgage Servicing, Portfolio Management, Financial Advisory, Funding, Event Planning, Marketing
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Consumer Science and Merchandising
HCC 2007 — 2009
Industrial Info Resources September 2014 - Present
AXA Advisors June 2014 - September 2014
Wells Fargo March 2010 - October 2013
New York & Company June 2007 - June 2010
Cache January 2009 - December 2009
Skills
Banking, Finance, Credit, Customer Service, Training, Leadership, Lines Of Credit, Sales, Deposits, Teamwork, Investments, Credit Cards, Renewable Energy, Power Plants, Project Planning, Power Generation, Energy, Solar Power, Wind Power, Management, Commercial Banking, Cash Management, Commercial Lending, Risk Management, Retail Banking, Credit Analysis, Teller Operations, Cross Selling, Loan Origination, Home Equity Loans, Residential Mortgages, Internet Banking, Branch Banking, Financial Transactions, Mortgage Underwriting, Strategic Financial..., Auditing, Financial Services, Branch Management, Merchant Services, Accounts Payable, Relationship Management, Refinance, Loan Servicing, Mortgage Servicing, Portfolio Management, Financial Advisory, Funding, Event Planning, Marketing
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Consumer Science and Merchandising
HCC 2007 — 2009
Jesse Guzman's AXA Advisors Experience February 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors February 2015 - Present
Maxim Magazine September 2012 - August 2014
Northwestern Mutual August 2011 - February 2012
StudentCity.com January 2010 - May 2011
Red Bull North America January 2009 - May 2011
Education
University of Maryland College Park
Public Relations, Communications
AXA Advisors February 2015 - Present
Maxim Magazine September 2012 - August 2014
Northwestern Mutual August 2011 - February 2012
StudentCity.com January 2010 - May 2011
Red Bull North America January 2009 - May 2011
Education
University of Maryland College Park
Public Relations, Communications
Gregory J. Chappell's AXA Advisors Experience April 2012 - November 2012
Job Insurance & Financial Services Agent at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance April 2013 - Present
AXA Advisors April 2012 - November 2012
Mutual of Omaha October 2009 - October 2011
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Securities, Property & Casualty..., Life Insurance, Commercial Insurance, College Savings Plans, 401k, Strategic Financial..., Long-term Care
Education
University of Maryland Baltimore County 1992 — 1996
Bachelor's degree, English
Farmers Insurance April 2013 - Present
AXA Advisors April 2012 - November 2012
Mutual of Omaha October 2009 - October 2011
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Securities, Property & Casualty..., Life Insurance, Commercial Insurance, College Savings Plans, 401k, Strategic Financial..., Long-term Care
Education
University of Maryland Baltimore County 1992 — 1996
Bachelor's degree, English
Christie Uvodich's AXA Advisors Experience August 2008 - July 2009
Job Trader, Algorithmic Trading at Fox River Execution
Industry Financial Services
Experience
Fox River Execution December 2014 - Present
SunGard Financial Systems June 2012 - Present
Legent Clearing LLC June 2010 - June 2012
AXA Advisors August 2008 - July 2009
Izatt & Associates May 2007 - January 2008
Skills
Investments, Electronic Trading, Equities, Fixed Income, Trading Systems, Portfolio Management, Options, Securities, Equity Trading, Derivatives, Trading, Series 7, Middle Office, Series 63, Asset Allocation, Bloomberg, Back Office, Financial Markets, Financial Services, Capital Markets, ETFs, Investment Management, Settlement, Market Data, Equity Derivatives, FX Options, Asset Management, Finance, Mutual Funds, IRAs, Series 6, Prime Brokerage, Alternative Investments, FINRA, Exchange Connectivity, Risk Management, Valuation, Commodity, Analysis, Low Latency, Order Management, Bonds, FX trading, Bloomberg Terminal, Technical Analysis, Relationship Management, Wealth Management, FIX Protocol, series 55
Education
Western Illinois University 2005 — 2008
Bachelors, Finance
University of Illinois at Urbana-Champaign 2004 — 2005
Economics
Fox River Execution December 2014 - Present
SunGard Financial Systems June 2012 - Present
Legent Clearing LLC June 2010 - June 2012
AXA Advisors August 2008 - July 2009
Izatt & Associates May 2007 - January 2008
Skills
Investments, Electronic Trading, Equities, Fixed Income, Trading Systems, Portfolio Management, Options, Securities, Equity Trading, Derivatives, Trading, Series 7, Middle Office, Series 63, Asset Allocation, Bloomberg, Back Office, Financial Markets, Financial Services, Capital Markets, ETFs, Investment Management, Settlement, Market Data, Equity Derivatives, FX Options, Asset Management, Finance, Mutual Funds, IRAs, Series 6, Prime Brokerage, Alternative Investments, FINRA, Exchange Connectivity, Risk Management, Valuation, Commodity, Analysis, Low Latency, Order Management, Bonds, FX trading, Bloomberg Terminal, Technical Analysis, Relationship Management, Wealth Management, FIX Protocol, series 55
Education
Western Illinois University 2005 — 2008
Bachelors, Finance
University of Illinois at Urbana-Champaign 2004 — 2005
Economics
James A. Schlesinger's AXA Advisors Experience July 1973 - Present
Job Partner of The Business Strategies Group of Illinois, A Division of AXA Advisors, LLC
Industry Financial Services
Experience
The Business Strategies Group of Illinois January 2011 - Present
Pro Advisor Coach January 2009 - Present
AXA Advisors July 1973 - Present
AXA Advisors January 1986 - December 2009
Skills
Executive Benefits, Business Continuity, Succession Planning, Executive Compensation, Estate Planning, Practice Development...
Education
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Arts (B.A.), Psychology, Math, Finance
The Business Strategies Group of Illinois January 2011 - Present
Pro Advisor Coach January 2009 - Present
AXA Advisors July 1973 - Present
AXA Advisors January 1986 - December 2009
Skills
Executive Benefits, Business Continuity, Succession Planning, Executive Compensation, Estate Planning, Practice Development...
Education
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Arts (B.A.), Psychology, Math, Finance
Elana Muehleip, MBA Elana Muehleip, MBA's AXA Advisors Experience August 2003 - Present
Job Financial Consultant/Registered Rep. at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2003 - Present
Ford Motor Company & Ford Motor Credit Company October 1990 - December 2001
Harris Bank 1987 - 1990
Skills
Retirement Planning, Investment Strategies, Financial Analysis, Wealth Management, Income Distribution..., Insurance Planning
Education
University of Chicago
MBA, Finance and Business Policy
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
AXA Advisors August 2003 - Present
Ford Motor Company & Ford Motor Credit Company October 1990 - December 2001
Harris Bank 1987 - 1990
Skills
Retirement Planning, Investment Strategies, Financial Analysis, Wealth Management, Income Distribution..., Insurance Planning
Education
University of Chicago
MBA, Finance and Business Policy
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Nancy Groff's AXA Advisors Experience March 1999 - Present
Job Retirement Planning Specialist, CFP at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1999 - Present
ICMA-RC February 1997 - December 1998
T. Rowe Price April 1987 - February 1997
Skills
Retirement Planning, Financial Planning, Strategic Financial..., Retirement, Investments, Insurance, Life Insurance, Financial Planners, Risk Management, Wealth Accumulation, Long Term Care Insurance, Management, CRM, Financial Goals, Certified Financial..., Wealth Management, Fixed Annuities, Banking
Education
University of Maryland College Park 1975 — 1981
MBA, BA, Business
AXA Advisors March 1999 - Present
ICMA-RC February 1997 - December 1998
T. Rowe Price April 1987 - February 1997
Skills
Retirement Planning, Financial Planning, Strategic Financial..., Retirement, Investments, Insurance, Life Insurance, Financial Planners, Risk Management, Wealth Accumulation, Long Term Care Insurance, Management, CRM, Financial Goals, Certified Financial..., Wealth Management, Fixed Annuities, Banking
Education
University of Maryland College Park 1975 — 1981
MBA, BA, Business
Clinton Howell Clinton Howell's AXA Advisors Experience June 2010 - August 2010
Job Entrepreneur
Industry Real Estate
Experience
RCLCO December 2014 - February 2015
RCLCO May 2013 - December 2014
Alarion Bank May 2011 - April 2012
AXA Advisors June 2010 - August 2010
Skills
Commercial Real Estate, Portfolio Management, Real Estate Transactions, Microsoft Excel, Financial Analysis, Leases, Bloomberg Terminal, Microsoft Word, Real Estate Development, Entrepreneurship, Finance, Investments, Microsoft Office, Market Analysis, Market Research
Education
University of Florida - Hough Graduate School Of Business 2012 — 2013
Master of Science, Real Estate
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
RCLCO December 2014 - February 2015
RCLCO May 2013 - December 2014
Alarion Bank May 2011 - April 2012
AXA Advisors June 2010 - August 2010
Skills
Commercial Real Estate, Portfolio Management, Real Estate Transactions, Microsoft Excel, Financial Analysis, Leases, Bloomberg Terminal, Microsoft Word, Real Estate Development, Entrepreneurship, Finance, Investments, Microsoft Office, Market Analysis, Market Research
Education
University of Florida - Hough Graduate School Of Business 2012 — 2013
Master of Science, Real Estate
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
Maxwell Sachs's AXA Advisors Experience September 2013 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Prudential Financial May 2012 - August 2012
Financial Planning Club, University of Illinois September 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
Skills
Insurance, PowerPoint, Excel, Word, Analysis, Communication, Building Relationships, Time Management, CRM, Microsoft Word, Finance, Microsoft Excel, Sales, Investments, Data Analysis, Management, Marketing, Recruiting, Leadership
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Agricultural and Consumer Economics, Financial Planning, Senior
Buffalo Grove High School 2005 — 2009
AXA Advisors September 2013 - Present
Prudential Financial May 2012 - August 2012
Financial Planning Club, University of Illinois September 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
Skills
Insurance, PowerPoint, Excel, Word, Analysis, Communication, Building Relationships, Time Management, CRM, Microsoft Word, Finance, Microsoft Excel, Sales, Investments, Data Analysis, Management, Marketing, Recruiting, Leadership
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Agricultural and Consumer Economics, Financial Planning, Senior
Buffalo Grove High School 2005 — 2009
Rob Lonardo's AXA Advisors Experience August 2002 - January 2004
Job $£€¥
Industry Financial Services
Experience
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Ethan Ledley Ethan Ledley's AXA Advisors Experience September 2011 - March 2012
Job Vice President Sales at Hatteras
Industry Printing
Experience
Hatteras March 2015 - Present
Hatteras March 2012 - Present
AXA Advisors September 2011 - March 2012
Wells Fargo Bank August 2011 - September 2011
Centex Homes April 2011 - July 2011
AXA Advisors August 2010 - November 2010
Student Athletes August 2009 - December 2009
Count Me In June 2008 - August 2008
Grand Rental Station June 2007 - August 2007
Major League Lacrosse New Jersey Pride March 2005 - June 2005
Skills
Salesforce.com, Order Fulfillment, Digital Media, Microsoft Office, Database Admin, Bookbinding, Direct Mail, Integrated Marketing, Teamwork, Digital Printing, Print Management, Direct Marketing, Pre-press, Management, Variable Data Printing, Wide Format Printing, Email Marketing
Education
University of Maryland Baltimore County 2006 — 2009
Bachelor of Arts, Economics
Montclair High School 2001 — 2005
Hatteras March 2015 - Present
Hatteras March 2012 - Present
AXA Advisors September 2011 - March 2012
Wells Fargo Bank August 2011 - September 2011
Centex Homes April 2011 - July 2011
AXA Advisors August 2010 - November 2010
Student Athletes August 2009 - December 2009
Count Me In June 2008 - August 2008
Grand Rental Station June 2007 - August 2007
Major League Lacrosse New Jersey Pride March 2005 - June 2005
Skills
Salesforce.com, Order Fulfillment, Digital Media, Microsoft Office, Database Admin, Bookbinding, Direct Mail, Integrated Marketing, Teamwork, Digital Printing, Print Management, Direct Marketing, Pre-press, Management, Variable Data Printing, Wide Format Printing, Email Marketing
Education
University of Maryland Baltimore County 2006 — 2009
Bachelor of Arts, Economics
Montclair High School 2001 — 2005
Matthew Gates's AXA Advisors Experience November 2003 - Present
Job Financial Professional at AXA Advisors Retirement Benefits Specialist
Industry Financial Services
Experience
AXA Advisors November 2003 - Present
US Bank September 2001 - November 2003
Paine Webber September 1999 - April 2001
Fidelity Investments July 1998 - August 1999
Skills
Retirement Planning
Education
Our Lady of Victory 1982 — 1990
Elementary School
Charleston Catholic High School
College Prep
Cincinnati Elder High School
High School, College Prep
University of Kentucky
BBA, Marketing
AXA Advisors November 2003 - Present
US Bank September 2001 - November 2003
Paine Webber September 1999 - April 2001
Fidelity Investments July 1998 - August 1999
Skills
Retirement Planning
Education
Our Lady of Victory 1982 — 1990
Elementary School
Charleston Catholic High School
College Prep
Cincinnati Elder High School
High School, College Prep
University of Kentucky
BBA, Marketing
Daniel Giblin Daniel Giblin's AXA Advisors Experience November 2011 - November 2013
Job Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
AXA Advisors November 2011 - November 2013
GfK Custom Research North America May 2009 - August 2010
Skills
Investments, Finance, Securities, Fixed Annuities, Financial Services, Equities, Insurance, Mutual Funds, Asset Management, Portfolio Management
Education
University of Maryland College Park 2007 — 2011
Bachelor's degree, Economics
University of Maryland College Park
J.P. Morgan December 2013 - Present
AXA Advisors November 2011 - November 2013
GfK Custom Research North America May 2009 - August 2010
Skills
Investments, Finance, Securities, Fixed Annuities, Financial Services, Equities, Insurance, Mutual Funds, Asset Management, Portfolio Management
Education
University of Maryland College Park 2007 — 2011
Bachelor's degree, Economics
University of Maryland College Park
Jonathan Al-Sahli Jonathan Al-Sahli's AXA Advisors Experience March 2014 - June 2014
Job Sales Manager at D.E. Flooring
Industry Financial Services
Experience
D.E. Flooring June 2014 - Present
AXA Advisors March 2014 - June 2014
D.E. Flooring August 2013 - March 2014
D.E. Flooring February 2012 - August 2013
Law Office of Gerard Lynch August 2011 - February 2012
Skills
Financial Analysis, Microsoft Office, Analysis, Finance, PowerPoint, Accounts Receivable, Access, Microsoft Excel, Accounts Payable, Microsoft Word, Leadership, Peachtree, Statistics, Auditing, Research, Customer Service, Accounting, Data Analysis, QuickBooks, Outlook, Data Entry, Financial Reporting, Credit, Sales, Account Reconciliation, General Ledger, Forecasting, Payroll, Invoicing
Education
University of Houston-Clear Lake 2009 — 2011
Bachelor of Science, Finance
Clear Creek High School 2004 — 2008
High School Diploma
University of Houston-Clear Lake
Masters, Finance
D.E. Flooring June 2014 - Present
AXA Advisors March 2014 - June 2014
D.E. Flooring August 2013 - March 2014
D.E. Flooring February 2012 - August 2013
Law Office of Gerard Lynch August 2011 - February 2012
Skills
Financial Analysis, Microsoft Office, Analysis, Finance, PowerPoint, Accounts Receivable, Access, Microsoft Excel, Accounts Payable, Microsoft Word, Leadership, Peachtree, Statistics, Auditing, Research, Customer Service, Accounting, Data Analysis, QuickBooks, Outlook, Data Entry, Financial Reporting, Credit, Sales, Account Reconciliation, General Ledger, Forecasting, Payroll, Invoicing
Education
University of Houston-Clear Lake 2009 — 2011
Bachelor of Science, Finance
Clear Creek High School 2004 — 2008
High School Diploma
University of Houston-Clear Lake
Masters, Finance
Ray May ChFC, CLU, AEP Ray May ChFC, CLU, AEP's AXA Advisors Experience February 1964 - Present
Job
Industry Financial Services
Experience
AXA Advisors February 1964 - Present
Skills
Estate Planning, Investments, Strategic Financial..., Fixed Annuities, Securities, Series 7, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Asset Management, Finance, Retirement, Asset Allocation, Financial Services
Education
National Association of Estate Planning Council 1985 — 2000
AEP, Business Administration and Management, General
University of Idaho 1956 — 1958
BA, Business
Illinois Benedictine College 1952 — 1955
Business
American College
CLU, ChFC
AXA Advisors February 1964 - Present
Skills
Estate Planning, Investments, Strategic Financial..., Fixed Annuities, Securities, Series 7, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Asset Management, Finance, Retirement, Asset Allocation, Financial Services
Education
National Association of Estate Planning Council 1985 — 2000
AEP, Business Administration and Management, General
University of Idaho 1956 — 1958
BA, Business
Illinois Benedictine College 1952 — 1955
Business
American College
CLU, ChFC
Witherson Larsen Witherson Larsen's AXA Advisors Experience January 2004 - October 2006
Job Managing Director
Industry Insurance
Experience
Complete Insurance Advisors, Inc. 2008 - Present
H.Beck / CFG, Inc. January 2007 - January 2008
AXA Advisors January 2004 - October 2006
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Life Insurance, IRAs, Retirement Planning, Retirement, Brokers, 401k, 401k Rollovers, Roth IRA, Investments, Retirement Savings, Wealth Accumulation, Financial Advisory, High Net Worth..., Estate Planning, Universal Life, Whole Life, Variable Annuities, Employee Benefits, Long Term Care Insurance, Small Business, Property & Casualty..., Commercial Insurance, General Insurance, Wealth Management..., Portfolio Management, Mutual Funds, Investment Strategies, Strategic Financial..., Asset Allocation, Asset Protection, Wealth Management, Securities, Savings, Personal Finance, Income Protection, Investment Advisory, Pensions, Financial services, Health Insurance, Financial Planning, Financial Services
Education
University of Florida
Complete Insurance Advisors, Inc. 2008 - Present
H.Beck / CFG, Inc. January 2007 - January 2008
AXA Advisors January 2004 - October 2006
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Life Insurance, IRAs, Retirement Planning, Retirement, Brokers, 401k, 401k Rollovers, Roth IRA, Investments, Retirement Savings, Wealth Accumulation, Financial Advisory, High Net Worth..., Estate Planning, Universal Life, Whole Life, Variable Annuities, Employee Benefits, Long Term Care Insurance, Small Business, Property & Casualty..., Commercial Insurance, General Insurance, Wealth Management..., Portfolio Management, Mutual Funds, Investment Strategies, Strategic Financial..., Asset Allocation, Asset Protection, Wealth Management, Securities, Savings, Personal Finance, Income Protection, Investment Advisory, Pensions, Financial services, Health Insurance, Financial Planning, Financial Services
Education
University of Florida
Amrita Bedi Amrita Bedi's AXA Advisors Experience 2007 - 2008
Job Certified Financial Planner at Sentient Financial, LLC
Industry Financial Services
Experience
SENTIENT FINANCIAL, LLC February 2010 - Present
Sentient Financial, LLC February 2010 - December 2012
Axa Advisors 2007 - 2008
Skills
Retirement, Wealth Management, Investment Strategies, Financial Advisory, Securities, Strategic Financial..., Investments, Financial Services, Portfolio Management, Retirement Planning, IRAs, Series 7
Education
University of South Florida 2003 — 2005
BA, English Literature
University of Florida 1989 — 1991
BA, Business Administration, Finance
SENTIENT FINANCIAL, LLC February 2010 - Present
Sentient Financial, LLC February 2010 - December 2012
Axa Advisors 2007 - 2008
Skills
Retirement, Wealth Management, Investment Strategies, Financial Advisory, Securities, Strategic Financial..., Investments, Financial Services, Portfolio Management, Retirement Planning, IRAs, Series 7
Education
University of South Florida 2003 — 2005
BA, English Literature
University of Florida 1989 — 1991
BA, Business Administration, Finance
Bruce Malmed Bruce Malmed's AXA Advisors Experience February 2013 - Present
Job Financial Consultant at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Morgan Stanley Wealth Management March 2010 - January 2013
Accomplished Mortgage February 2001 - March 2010
FAS Realtors January 1998 - March 2010
Education
University of Houston 1985 — 1987
Bachelor of Business Administration (BBA), Business
AXA Advisors February 2013 - Present
Morgan Stanley Wealth Management March 2010 - January 2013
Accomplished Mortgage February 2001 - March 2010
FAS Realtors January 1998 - March 2010
Education
University of Houston 1985 — 1987
Bachelor of Business Administration (BBA), Business
Alejandro Hurtado, MSM Alejandro Hurtado, MSM's AXA Advisors Experience August 2003 - February 2004
Job Associate Wealth Manangement with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2004 - Present
AXA Advisors August 2003 - February 2004
University of Miami June 2002 - July 2003
Skills
Mutual Funds, Investments, Insurance, Series 7, Personal Financial..., 401k, Series 65, Retirement Planning, Strategic Financial..., Series 63, Long-term Care, Fixed Annuities, Asset Allocation, Retirement, Estate Planning, Financial Planning
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
Masters of Science, Management
University of Florida 1996 — 2000
Bachelor of Science, Zoology & Business
Northwestern Mutual March 2004 - Present
AXA Advisors August 2003 - February 2004
University of Miami June 2002 - July 2003
Skills
Mutual Funds, Investments, Insurance, Series 7, Personal Financial..., 401k, Series 65, Retirement Planning, Strategic Financial..., Series 63, Long-term Care, Fixed Annuities, Asset Allocation, Retirement, Estate Planning, Financial Planning
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
Masters of Science, Management
University of Florida 1996 — 2000
Bachelor of Science, Zoology & Business
Ed Prince's AXA Advisors Experience April 2007 - May 2010
Job Investment Advisor Representative at Eckman Wealth Management, LLC
Industry Financial Services
Experience
Eckman Wealth Management, LLC April 2015 - Present
Principal Financial Group May 2010 - December 2013
AXA Advisors April 2007 - May 2010
Northwestern Mutual Financial Network February 2003 - April 2007
Ajilon 2000 - 2003
Ajilon Consulting 2000 - 2003
Sprint 2000 - 2003
Employers Reinsurance Corporation 1995 - 2000
Blue Cross Blue Shield of Kansas City 1988 - 1995
Pyramid Life Insurance 1985 - 1988
Skills
Strategic Financial..., Vendor Management, Leadership, Customer Service, Strategic Planning, Financial Analysis, Insurance, Negotiation, Disability Insurance, Integrity, Small Business, Finance, Management, Retirement Planning, Networking, Buy-sell Agreements, Program Management, Life Insurance, Retirement, Investments, Portfolio Management, Term Life Insurance, Long-term Care, Financial Risk, Health Insurance, Risk Management, Access, Underwriting, Employee Benefits, Asset Management, Mortgage Lending, Fixed Annuities, Financial Planning
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor of Science, Mathematics
Eckman Wealth Management, LLC April 2015 - Present
Principal Financial Group May 2010 - December 2013
AXA Advisors April 2007 - May 2010
Northwestern Mutual Financial Network February 2003 - April 2007
Ajilon 2000 - 2003
Ajilon Consulting 2000 - 2003
Sprint 2000 - 2003
Employers Reinsurance Corporation 1995 - 2000
Blue Cross Blue Shield of Kansas City 1988 - 1995
Pyramid Life Insurance 1985 - 1988
Skills
Strategic Financial..., Vendor Management, Leadership, Customer Service, Strategic Planning, Financial Analysis, Insurance, Negotiation, Disability Insurance, Integrity, Small Business, Finance, Management, Retirement Planning, Networking, Buy-sell Agreements, Program Management, Life Insurance, Retirement, Investments, Portfolio Management, Term Life Insurance, Long-term Care, Financial Risk, Health Insurance, Risk Management, Access, Underwriting, Employee Benefits, Asset Management, Mortgage Lending, Fixed Annuities, Financial Planning
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor of Science, Mathematics
Pierre Etienne, CFS Pierre Etienne, CFS's AXA Advisors Experience March 2008 - March 2009
Job Internal Sales Supervisor / Internal Sales Consultant
Industry Investment Management
Experience
Aquila Group of Funds January 2015 - Present
Aquila Group of Funds September 2011 - Present
JPMorgan Chase June 2009 - February 2011
AXA Advisors March 2008 - March 2009
Edmond Chakmakian Law Firm May 2005 - December 2007
Skills
Investments, Mutual Funds, Series 7, Asset Management, Financial Markets, Series 63, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Fixed Income, Customer Relations, Securities, Series 24
Education
Institute of Business & Finance 2012 — 2013
CFS - Certified Fund Specialist
University of Hartford 2001 — 2005
BS, Political Economy
Aquila Group of Funds January 2015 - Present
Aquila Group of Funds September 2011 - Present
JPMorgan Chase June 2009 - February 2011
AXA Advisors March 2008 - March 2009
Edmond Chakmakian Law Firm May 2005 - December 2007
Skills
Investments, Mutual Funds, Series 7, Asset Management, Financial Markets, Series 63, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Fixed Income, Customer Relations, Securities, Series 24
Education
Institute of Business & Finance 2012 — 2013
CFS - Certified Fund Specialist
University of Hartford 2001 — 2005
BS, Political Economy
William Fischer William Fischer's AXA Advisors Experience September 2003 - October 2008
Job Financial Services Representative & CERTIFIED FINANCIAL PLANNER ™ professional at MetLife Premier Client Group of NYC
Industry Financial Services
Experience
MetLife Premier Client Group of New York City November 2008 - Present
AXA Advisors September 2003 - October 2008
Universal Music Group March 1994 - January 2003
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor of Arts (BA), Applied Mathematics
MetLife Premier Client Group of New York City November 2008 - Present
AXA Advisors September 2003 - October 2008
Universal Music Group March 1994 - January 2003
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor of Arts (BA), Applied Mathematics
Lenny Tomson, CPA, CFP® Lenny Tomson, CPA, CFP®'s AXA Advisors Experience April 2010 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors April 2010 - Present
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2004 — 2006
Master's degree, Accounting
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Accounting
AXA Advisors April 2010 - Present
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2004 — 2006
Master's degree, Accounting
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Accounting
Joshua Goodson Joshua Goodson's AXA Advisors Experience June 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2013 - Present
Muscogee County Sheriff's Office 2010 - 2013
Bluewater Energy Solutions, Inc 2007 - 2010
American Campus Communities 2005 - 2007
Skills
Retirement Planning, Estate Planning, Small Business..., Personal Risk Management
Education
University of Georgia - Terry College of Business 2004 — 2007
Bachelor's of Administration, Management
Glenwood High School
AXA Advisors June 2013 - Present
Muscogee County Sheriff's Office 2010 - 2013
Bluewater Energy Solutions, Inc 2007 - 2010
American Campus Communities 2005 - 2007
Skills
Retirement Planning, Estate Planning, Small Business..., Personal Risk Management
Education
University of Georgia - Terry College of Business 2004 — 2007
Bachelor's of Administration, Management
Glenwood High School
William Scher William Scher's AXA Advisors Experience May 1986 - Present
Job Retirement Planning Specialist, IAR
Industry Financial Services
Experience
AXA Advisors May 1986 - Present
Skills
Investments, Finance, Retirement Planning
Education
University of Maryland - Robert H. Smith School of Business
University of Pennsylvania - The Wharton School
AXA Advisors May 1986 - Present
Skills
Investments, Finance, Retirement Planning
Education
University of Maryland - Robert H. Smith School of Business
University of Pennsylvania - The Wharton School
Aidan Reilly-Seivert Aidan Reilly-Seivert's AXA Advisors Experience June 2013 - December 2013
Job Director of Product Development/Project Management at Folio Investing
Industry Financial Services
Experience
Folio Investing February 2015 - Present
Folio Investing December 2013 - February 2015
AXA Advisors June 2013 - December 2013
JHR Baltimore January 2011 - June 2013
Merrill Lynch April 2006 - September 2006
Skills
Project Management, Product Development, SaaS, Business Analysis, Financial Analysis, SQL, Risk Management, Securities, Investments, Mutual Funds, Series 7, Salesforce.com, Financial Services, IT Solutions, Equities, Asset Allocation, Wealth Management, Retirement Planning
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Accounting and Finance
River Hill High School 2000 — 2004
Folio Investing February 2015 - Present
Folio Investing December 2013 - February 2015
AXA Advisors June 2013 - December 2013
JHR Baltimore January 2011 - June 2013
Merrill Lynch April 2006 - September 2006
Skills
Project Management, Product Development, SaaS, Business Analysis, Financial Analysis, SQL, Risk Management, Securities, Investments, Mutual Funds, Series 7, Salesforce.com, Financial Services, IT Solutions, Equities, Asset Allocation, Wealth Management, Retirement Planning
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Accounting and Finance
River Hill High School 2000 — 2004
Daniel Rooner Daniel Rooner's AXA Advisors Experience March 2014 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
AXA Advisors June 2008 - Present
Skills
Retirement Planning..., Wealth Management..., Strategic Financial..., Insurance Planning..., Estate Planning..., Income Protection...
Education
University of Maryland College Park 2004 — 2008
Bachelors of Science, Marketing
AXA Advisors March 2014 - Present
AXA Advisors June 2008 - Present
Skills
Retirement Planning..., Wealth Management..., Strategic Financial..., Insurance Planning..., Estate Planning..., Income Protection...
Education
University of Maryland College Park 2004 — 2008
Bachelors of Science, Marketing
Jeffrey White, ASLI's AXA Advisors Experience August 2008 - June 2010
Job Professional Liability Broker
Industry Insurance
Experience
All Risks, Ltd December 2014 - Present
Insurance House November 2013 - December 2014
Insurance House June 2010 - November 2013
AXA Advisors August 2008 - June 2010
Tanner, Ballew and Maloof, Inc. 2007 - 2007
PEC Development Group 2005 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Fixed Annuities, Investments, Liability, Brokers, Professional Liability, Casualty, Commercial Lines, Inland Marine, General Insurance, Umbrella Insurance, Excess, Risk Management, Legal Liability, Workers Compensation, Underwriting, Reinsurance, D&O, Casualty Insurance
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Risk Management and Insurance
All Risks, Ltd December 2014 - Present
Insurance House November 2013 - December 2014
Insurance House June 2010 - November 2013
AXA Advisors August 2008 - June 2010
Tanner, Ballew and Maloof, Inc. 2007 - 2007
PEC Development Group 2005 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Fixed Annuities, Investments, Liability, Brokers, Professional Liability, Casualty, Commercial Lines, Inland Marine, General Insurance, Umbrella Insurance, Excess, Risk Management, Legal Liability, Workers Compensation, Underwriting, Reinsurance, D&O, Casualty Insurance
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Risk Management and Insurance
Max Lightsey's AXA Advisors Experience August 2010 - December 2011
Job Aviation Writer / FreeLance Writer
Industry Financial Services
Experience
Lightsey Creative Services January 2012 - Present
AXA Advisors August 2010 - December 2011
Solix, Inc. August 2004 - March 2010
BellSouth, Inc. May 1989 - October 2002
South Central Bell June 1972 - April 1989
1st Cavalry Division 1970 - 1972
Skills
Investments, Customer Service, Public Speaking, Insurance, Public Relations, Analysis, Project Planning, Leadership, Budgets, Mutual Funds, Microsoft Excel, Securities, Training, Editing, Advertising, Marketing, Media Relations, Administration, Strategic Planning, Team Building, Team Leadership, Management, Social Media
Education
University of Louisiana at Monroe 1965 — 1969
BA, Journalism
Lightsey Creative Services January 2012 - Present
AXA Advisors August 2010 - December 2011
Solix, Inc. August 2004 - March 2010
BellSouth, Inc. May 1989 - October 2002
South Central Bell June 1972 - April 1989
1st Cavalry Division 1970 - 1972
Skills
Investments, Customer Service, Public Speaking, Insurance, Public Relations, Analysis, Project Planning, Leadership, Budgets, Mutual Funds, Microsoft Excel, Securities, Training, Editing, Advertising, Marketing, Media Relations, Administration, Strategic Planning, Team Building, Team Leadership, Management, Social Media
Education
University of Louisiana at Monroe 1965 — 1969
BA, Journalism
Kathryn Berrong Kathryn Berrong's AXA Advisors Experience April 2007 - Present
Job Financial Services
Industry Financial Services
Experience
AXA Advisors April 2007 - Present
AXA Advisors 2007 - 2011
AXA Advisors 2007 - 2011
Wellpoint (Anthem BC/BS) November 2002 - January 2006
Skills
Portfolio Management, Excel, PowerPoint, Customer Relations, Word, Strategic Planning, Microsoft Office, Investments, Problem Solving, Business Analysis, Research, Access, Team Building, Analysis
Education
University of Illinois at Urbana-Champaign
BFA
Whitefish Bay High School - WFB, WI
Diploma
AXA Advisors April 2007 - Present
AXA Advisors 2007 - 2011
AXA Advisors 2007 - 2011
Wellpoint (Anthem BC/BS) November 2002 - January 2006
Skills
Portfolio Management, Excel, PowerPoint, Customer Relations, Word, Strategic Planning, Microsoft Office, Investments, Problem Solving, Business Analysis, Research, Access, Team Building, Analysis
Education
University of Illinois at Urbana-Champaign
BFA
Whitefish Bay High School - WFB, WI
Diploma
Ken Martinelli Ken Martinelli's AXA Advisors Experience August 2006 - June 2008
Job Consultant
Industry Financial Services
Experience
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Mark Fromowitz Mark Fromowitz's AXA Advisors Experience January 2002 - 2007
Job
Industry Information Technology and Services
Experience
Webster Bank March 2015 - Present
Webster Bank August 2013 - Present
Webster Bank April 2011 - August 2013
ING October 2007 - April 2011
AXA Advisors January 2002 - 2007
ORB, Inc. April 2000 - October 2001
HSBC Bank, USA February 1999 - April 2000
CommScan LLC (now Dealogic) February 1997 - February 1999
Skills
Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Business Requirements, Software Documentation, Leadership, Training, Systems Analysis, Analysis, Business Process..., Strategy, Cross-functional Team..., Quality Assurance, User Acceptance Testing, SDLC, Testing, SharePoint, SQL, Microsoft Office, Business Process, Team Leadership, Vendor Management, MS Project, Workflow Analysis, Documentation, Problem Solving, Mentoring, Word, Excel, Insurance, PowerPoint, Outlook, System Design, Financial Services, Banking, Retail Banking, Mobile Applications, Mobile Banking
Education
University of Maryland College Park 1992 — 1996
BS
Midwood High School 1988 — 1992
Webster Bank March 2015 - Present
Webster Bank August 2013 - Present
Webster Bank April 2011 - August 2013
ING October 2007 - April 2011
AXA Advisors January 2002 - 2007
ORB, Inc. April 2000 - October 2001
HSBC Bank, USA February 1999 - April 2000
CommScan LLC (now Dealogic) February 1997 - February 1999
Skills
Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Business Requirements, Software Documentation, Leadership, Training, Systems Analysis, Analysis, Business Process..., Strategy, Cross-functional Team..., Quality Assurance, User Acceptance Testing, SDLC, Testing, SharePoint, SQL, Microsoft Office, Business Process, Team Leadership, Vendor Management, MS Project, Workflow Analysis, Documentation, Problem Solving, Mentoring, Word, Excel, Insurance, PowerPoint, Outlook, System Design, Financial Services, Banking, Retail Banking, Mobile Applications, Mobile Banking
Education
University of Maryland College Park 1992 — 1996
BS
Midwood High School 1988 — 1992
Kevin Hanley's AXA Advisors Experience August 2007 - October 2008
Job Strategic Consulting Services
Industry Financial Services
Experience
Roscommon Consulting Services August 2015 - August 2015
American Fidelity 2011 - August 2015
New York Life Insurance Company October 2008 - October 2011
AXA Advisors August 2007 - October 2008
Medtronic January 2005 - January 2006
Johnson & Johnson Medical February 2005 - November 2005
Skills
Training, Business Development, Sales, Finance, CRM, Insurance, Account Management, Strategic Planning, Management, Marketing, Sales Operations, Time Management, Leadership, Strategy, Customer Service, Sales Management, Marketing Strategy, Team Building, Sales Process, Consulting, Direct Sales
Education
University of Kentucky 1999 — 2003
BA, Management/Marketing
Roscommon Consulting Services August 2015 - August 2015
American Fidelity 2011 - August 2015
New York Life Insurance Company October 2008 - October 2011
AXA Advisors August 2007 - October 2008
Medtronic January 2005 - January 2006
Johnson & Johnson Medical February 2005 - November 2005
Skills
Training, Business Development, Sales, Finance, CRM, Insurance, Account Management, Strategic Planning, Management, Marketing, Sales Operations, Time Management, Leadership, Strategy, Customer Service, Sales Management, Marketing Strategy, Team Building, Sales Process, Consulting, Direct Sales
Education
University of Kentucky 1999 — 2003
BA, Management/Marketing
Sarah Kaplan CFP®, RHU's AXA Advisors Experience September 2004 - Present
Job Partner at Kaplan Financial Group and Kaplan Benefits Group, LLC
Industry Financial Services
Experience
AXA Advisors September 2004 - Present
Kaplan Financial Group and Kaplan Benefits Group, LLC September 2003 - Present
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors September 2004 - Present
Kaplan Financial Group and Kaplan Benefits Group, LLC September 2003 - Present
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Brown's AXA Advisors Experience May 2003 - Present
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors May 2003 - Present
Skills
Retirement Planning, Business Planning, Estate Planning, Wealth Management..., Risk Management, Asset Allocation..., Wealth Accumulation...
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, Banking and Investments
Morgan Park High School 1992 — 1998
Academics and Athletics
AXA Advisors May 2003 - Present
Skills
Retirement Planning, Business Planning, Estate Planning, Wealth Management..., Risk Management, Asset Allocation..., Wealth Accumulation...
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, Banking and Investments
Morgan Park High School 1992 — 1998
Academics and Athletics
Ryan Weinstein's AXA Advisors Experience February 2005 - May 2007
Job Sales Analyst at TakeTwo Interactive Software
Industry Sporting Goods
Experience
Take-Two Interactive Software, Inc. September 2014 - Present
adidas October 2013 - April 2014
Dreyfus September 2007 - October 2013
AXA Advisors February 2005 - May 2007
Delaware Investments, a member of the Macquarie Group September 2004 - December 2004
Skills
Microsoft Office, Investments, Customer Service, Microsoft Excel, Asset Management, PowerPoint, Strategic Planning, Financial Analysis, Finance, Financial Modeling
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Take-Two Interactive Software, Inc. September 2014 - Present
adidas October 2013 - April 2014
Dreyfus September 2007 - October 2013
AXA Advisors February 2005 - May 2007
Delaware Investments, a member of the Macquarie Group September 2004 - December 2004
Skills
Microsoft Office, Investments, Customer Service, Microsoft Excel, Asset Management, PowerPoint, Strategic Planning, Financial Analysis, Finance, Financial Modeling
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kristine Stewart Kristine Stewart's AXA Advisors Experience August 1989 - Present
Job
Industry Financial Services
Experience
AXA Advisors August 1989 - Present
Skills
Project Planning, Time Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Financial Analysis, Asset Management, Investment Strategies, Financial Services, Risk Management, Financial Modeling
Education
University of Florida 1979 — 1982
BS, Business, Management, Marketing, and Related Support Services
Forrest High School Ocala Fl
AXA Advisors August 1989 - Present
Skills
Project Planning, Time Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Financial Analysis, Asset Management, Investment Strategies, Financial Services, Risk Management, Financial Modeling
Education
University of Florida 1979 — 1982
BS, Business, Management, Marketing, and Related Support Services
Forrest High School Ocala Fl
Jeffry Ambrose Jeffry Ambrose's AXA Advisors Experience August 2008 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2008 - Present
Skills
Retirement Planning, Financial Needs Analysis, Financial Protection..., Building a Legacy..., Post Retirement..., Wealth Builidng and...
Education
University of Maryland College Park 2005 — 2008
Bachelor's degree, Economics
AXA Advisors August 2008 - Present
Skills
Retirement Planning, Financial Needs Analysis, Financial Protection..., Building a Legacy..., Post Retirement..., Wealth Builidng and...
Education
University of Maryland College Park 2005 — 2008
Bachelor's degree, Economics
Charles Vaubel Charles Vaubel's AXA Advisors Experience January 2013 - April 2014
Job Payroll Accountant at Four Seasons Corp.
Industry Financial Services
Experience
Four Seasons Corp. July 2014 - Present
AXA Advisors January 2013 - April 2014
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Financial Services, Series 7, Series 66, Life Insurance, Health Insurance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Markets, Economic Research, Economics
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Economics
Four Seasons Corp. July 2014 - Present
AXA Advisors January 2013 - April 2014
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Financial Services, Series 7, Series 66, Life Insurance, Health Insurance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Markets, Economic Research, Economics
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Economics
Aaron Fagan Aaron Fagan's AXA Advisors Experience January 2011 - May 2011
Job Operations Manager at Uber
Industry Computer Software
Experience
Uber September 2014 - Present
Socratic Analytics, LLC October 2013 - September 2014
Accenture August 2013 - May 2014
Capstone Strategic April 2013 - July 2013
Fannie Mae September 2012 - December 2012
SAIC September 2012 - December 2012
Accenture May 2012 - August 2012
International Telecommunications Satellite Organization September 2011 - March 2012
AXA Advisors January 2011 - May 2011
Hispanic Committee of Virginia June 2010 - August 2010
Skills
Business Strategy, Operations Management, Healthcare, Entrepreneurship, Financial Strategy, Valuation, M&A Modeling, Microsoft Office, Business Process Design, Business Process..., Mergers & Acquisitions, Market Research, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
B.S., Finance, Operations Management
Uber September 2014 - Present
Socratic Analytics, LLC October 2013 - September 2014
Accenture August 2013 - May 2014
Capstone Strategic April 2013 - July 2013
Fannie Mae September 2012 - December 2012
SAIC September 2012 - December 2012
Accenture May 2012 - August 2012
International Telecommunications Satellite Organization September 2011 - March 2012
AXA Advisors January 2011 - May 2011
Hispanic Committee of Virginia June 2010 - August 2010
Skills
Business Strategy, Operations Management, Healthcare, Entrepreneurship, Financial Strategy, Valuation, M&A Modeling, Microsoft Office, Business Process Design, Business Process..., Mergers & Acquisitions, Market Research, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
B.S., Finance, Operations Management
Paul M. Dorsey, CFP®'s AXA Advisors Experience 2008 - 2013
Job Wealth Financial Advisor at Bank of the West Wealth Management I BNP Paribas Group
Industry Investment Management
Experience
Bank of the West Wealth Management I BNP Paribas 2013 - Present
AXA Advisors 2008 - 2013
Equity Now
Smith Barney I Citigroup Global Markets 2004 - 2004
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.)
Bank of the West Wealth Management I BNP Paribas 2013 - Present
AXA Advisors 2008 - 2013
Equity Now
Smith Barney I Citigroup Global Markets 2004 - 2004
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.)
Dmitriy Portnyagin's AXA Advisors Experience 2008 - 2009
Job Identity Product Manager at Intuit
Industry Computer Software
Experience
Intuit April 2014 - Present
Intuit August 2013 - Present
Intuit July 2013 - Present
PricewaterhouseCoopers August 2011 - July 2013
Effective Recruiters LLC April 2010 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
AXA Advisors 2008 - 2009
Skills
Financial Analysis, Project Management, Agile Methodologies, Business Process Design, Business Process..., IT Transformation, Microsoft Excel, Financial Modeling, PowerPoint, Management Consulting, Microsoft Word, Finance, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Marketing
University of Maryland College Park 2007 — 2011
BA, Economics
Intuit April 2014 - Present
Intuit August 2013 - Present
Intuit July 2013 - Present
PricewaterhouseCoopers August 2011 - July 2013
Effective Recruiters LLC April 2010 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
AXA Advisors 2008 - 2009
Skills
Financial Analysis, Project Management, Agile Methodologies, Business Process Design, Business Process..., IT Transformation, Microsoft Excel, Financial Modeling, PowerPoint, Management Consulting, Microsoft Word, Finance, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Marketing
University of Maryland College Park 2007 — 2011
BA, Economics
Dan Munroe Dan Munroe's AXA Advisors Experience December 2013 - Present
Job Financial Professional at AXA Advisors
Industry Insurance
Experience
AXA Advisors December 2013 - Present
NFP National Madison June 2011 - November 2013
Capital Management Group June 2010 - July 2011
AXA Equitable March 2008 - March 2010
AXA Equitable March 2004 - March 2008
AXA Equitable January 2002 - March 2004
Hartford Life January 2001 - January 2002
Berkshire Life September 1999 - December 2000
Virginia Office of the Attorney General February 1996 - September 1999
Skills
Insurance, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, Retirement Planning, Series 7, Series 6, Long-term Care
Education
Washington and Lee University School of Law 1990 — 1993
JD, Law
University of Massachusetts, Amherst 1985 — 1989
BBA, Business Administration
AXA Advisors December 2013 - Present
NFP National Madison June 2011 - November 2013
Capital Management Group June 2010 - July 2011
AXA Equitable March 2008 - March 2010
AXA Equitable March 2004 - March 2008
AXA Equitable January 2002 - March 2004
Hartford Life January 2001 - January 2002
Berkshire Life September 1999 - December 2000
Virginia Office of the Attorney General February 1996 - September 1999
Skills
Insurance, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, Retirement Planning, Series 7, Series 6, Long-term Care
Education
Washington and Lee University School of Law 1990 — 1993
JD, Law
University of Massachusetts, Amherst 1985 — 1989
BBA, Business Administration
Christopher Selvik's AXA Advisors Experience May 2003 - November 2005
Job Sales Professional | Author | Speaker
Industry Marketing and Advertising
Experience
Selvik Associates October 2008 - Present
WebToMed May 2014 - May 2015
LTR Products January 2010 - September 2013
ITT Technical Institute - Mt. Prospect IL Campus October 2009 - December 2009
Dex Media March 2007 - August 2008
Rabjohns Financial Services November 2005 - October 2006
AXA Advisors May 2003 - November 2005
AT&T December 1999 - April 2003
Lanier Worldwide May 1997 - April 1999
AGFA, Division of Bayer August 1995 - March 1997
Skills
Rapport Building, Public Speaking, Marketing Strategy, Consultative Sales..., Persistent Prospector, Coaching, Sales Process, Marketing, B2B, New Business Development, Sales, CRM, Direct Response..., Book Writing, Start-ups, Sales Management, Account Management, Competitive Analysis, Strategic Planning, Networking, Leadership, Cold Calling, Direct Sales, Customer Service, Social Media, Lead Generation, Direct Marketing, Solution Selling, Management, Business Development, SEM, Small Business, Customer Satisfaction, Selling, Trade Shows, Strategic Partnerships, Active Listening, Online Advertising, Direct Response, Email Marketing, Team Building, Online Marketing, Social Media Marketing, Training, Negotiation, Strategy, Consultative Selling
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts
Selvik Associates October 2008 - Present
WebToMed May 2014 - May 2015
LTR Products January 2010 - September 2013
ITT Technical Institute - Mt. Prospect IL Campus October 2009 - December 2009
Dex Media March 2007 - August 2008
Rabjohns Financial Services November 2005 - October 2006
AXA Advisors May 2003 - November 2005
AT&T December 1999 - April 2003
Lanier Worldwide May 1997 - April 1999
AGFA, Division of Bayer August 1995 - March 1997
Skills
Rapport Building, Public Speaking, Marketing Strategy, Consultative Sales..., Persistent Prospector, Coaching, Sales Process, Marketing, B2B, New Business Development, Sales, CRM, Direct Response..., Book Writing, Start-ups, Sales Management, Account Management, Competitive Analysis, Strategic Planning, Networking, Leadership, Cold Calling, Direct Sales, Customer Service, Social Media, Lead Generation, Direct Marketing, Solution Selling, Management, Business Development, SEM, Small Business, Customer Satisfaction, Selling, Trade Shows, Strategic Partnerships, Active Listening, Online Advertising, Direct Response, Email Marketing, Team Building, Online Marketing, Social Media Marketing, Training, Negotiation, Strategy, Consultative Selling
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts
Dan Lundquist Dan Lundquist's AXA Advisors Experience 1997 - 2006
Job Managing Director at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial October 2006 - Present
AXA Advisors 1997 - 2006
Citibank 1994 - 1996
Education
University of Illinois at Chicago 1991 — 1994
MBA, Marketing
University of Illinois at Urbana-Champaign 1982 — 1987
BA, Urban Planning
Sheridan Road Financial October 2006 - Present
AXA Advisors 1997 - 2006
Citibank 1994 - 1996
Education
University of Illinois at Chicago 1991 — 1994
MBA, Marketing
University of Illinois at Urbana-Champaign 1982 — 1987
BA, Urban Planning
David M. Streit David M. Streit's AXA Advisors Experience September 1997 - July 2004
Job Director Project Management at The Fraser Financial Group LLP
Industry Financial Services
Experience
The Fraser Financial Group LLP October 2013 - Present
Patti's Way Chartiable Foundation January 2010 - Present
Single Family Office January 2012 - August 2013
LAPD Hollenbeck PAL 2011 - 2013
The Fraser Financial Group LLP June 2010 - January 2012
MetLife Financial Services January 2007 - July 2009
Freedom Financial Group July 2004 - December 2006
AXA Advisors September 1997 - July 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Life Insurance, Personal Financial..., Training, Family Office, Sales Management, Operations Management, Team Management, Consultative Selling..., Creative Problem Solving, Client Relations Skills, Team Leadership, Grasp New Concepts..., Financial Services, Small Business, Management, Sales, Fixed Annuities, Retirement, Insurance, Leadership, Strategic Planning
Education
University of Florida 1973 — 1977
B.S., Business Management
The Fraser Financial Group LLP October 2013 - Present
Patti's Way Chartiable Foundation January 2010 - Present
Single Family Office January 2012 - August 2013
LAPD Hollenbeck PAL 2011 - 2013
The Fraser Financial Group LLP June 2010 - January 2012
MetLife Financial Services January 2007 - July 2009
Freedom Financial Group July 2004 - December 2006
AXA Advisors September 1997 - July 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Life Insurance, Personal Financial..., Training, Family Office, Sales Management, Operations Management, Team Management, Consultative Selling..., Creative Problem Solving, Client Relations Skills, Team Leadership, Grasp New Concepts..., Financial Services, Small Business, Management, Sales, Fixed Annuities, Retirement, Insurance, Leadership, Strategic Planning
Education
University of Florida 1973 — 1977
B.S., Business Management
David Ackel, CRPC®'s AXA Advisors Experience 1998 - 2002
Job President at Focus Forward Financial Planning, LLC.
Industry Financial Services
Experience
Focus Forward Financial Planning, LLC. May 2008 - Present
David Ackel Auctions 1992 - Present
Wells Fargo Advisors 2006 - 2009
Capital One 2002 - 2006
AXA Advisors 1998 - 2002
Education
University of Louisiana at Monroe 1994 — 1998
MASTERS DEGREE
Focus Forward Financial Planning, LLC. May 2008 - Present
David Ackel Auctions 1992 - Present
Wells Fargo Advisors 2006 - 2009
Capital One 2002 - 2006
AXA Advisors 1998 - 2002
Education
University of Louisiana at Monroe 1994 — 1998
MASTERS DEGREE
Jeff Zysek, MBA Jeff Zysek, MBA's AXA Advisors Experience August 2008 - July 2012
Job Enterprise Account Manager at Verteks Consulting, Inc.
Industry Information Technology and Services
Experience
Verteks Consulting, Inc. July 2012 - Present
AXA Advisors August 2008 - July 2012
ProBuild, Inc. March 2007 - August 2008
Casmin April 2007 - May 2008
Signature Brands, LLC September 1998 - 2007
Zentox Corporation October 1996 - May 1998
Skills
New Business Development, Strategic Planning, VoIP, Marketing Strategy, Social Media Marketing, Account Management, Management, IT Management, IT Infrastructure..., Solution Selling, Outstanding Customer..., Client Relationship..., Technology Management, Technology Needs..., IT Relationship..., CRM, Customer Service, Team Building, Leadership, Program Management, Business Development, Business Process..., Process Improvement, Enterprise Software, Integration, Budgets, Cross-functional Team..., Sales, Forecasting, Business Intelligence
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
MBA, Business Administration
University of South Florida 1989 — 1993
Bachelor of Science, Management Information Systems
Verteks Consulting, Inc. July 2012 - Present
AXA Advisors August 2008 - July 2012
ProBuild, Inc. March 2007 - August 2008
Casmin April 2007 - May 2008
Signature Brands, LLC September 1998 - 2007
Zentox Corporation October 1996 - May 1998
Skills
New Business Development, Strategic Planning, VoIP, Marketing Strategy, Social Media Marketing, Account Management, Management, IT Management, IT Infrastructure..., Solution Selling, Outstanding Customer..., Client Relationship..., Technology Management, Technology Needs..., IT Relationship..., CRM, Customer Service, Team Building, Leadership, Program Management, Business Development, Business Process..., Process Improvement, Enterprise Software, Integration, Budgets, Cross-functional Team..., Sales, Forecasting, Business Intelligence
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
MBA, Business Administration
University of South Florida 1989 — 1993
Bachelor of Science, Management Information Systems
Kelly Campbell, CFP, CMFC, ChFC, AIF Kelly Campbell, CFP, CMFC, ChFC, AIF's AXA Advisors Experience 1991 - 1999
Job CEO of Campbell Wealth Management (A Registered Investment Advisor)
Industry Financial Services
Experience
Campbell Wealth Management 2003 - Present
Signator Investors & AXA Advisors September 1991 - September 2003
AXA Advisors 1991 - 1999
Skills
Private Wealth..., Estate Planning, Public Speaking, Writing Skills, Financial Planning, Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Wealth, Strategy, Financial Advisory, Insurance, Investment Management, Small Business, Investments, Long-term Care, Financial Planners, Disability Insurance, Investment Advisory, Personal Finance, Life Insurance, Fixed Annuities
Education
American College for Financial Planning 1997 — 1999
CFP, Financial Planning
University of Maryland College Park 1988 — 1991
BS, Finance
Campbell Wealth Management 2003 - Present
Signator Investors & AXA Advisors September 1991 - September 2003
AXA Advisors 1991 - 1999
Skills
Private Wealth..., Estate Planning, Public Speaking, Writing Skills, Financial Planning, Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Wealth, Strategy, Financial Advisory, Insurance, Investment Management, Small Business, Investments, Long-term Care, Financial Planners, Disability Insurance, Investment Advisory, Personal Finance, Life Insurance, Fixed Annuities
Education
American College for Financial Planning 1997 — 1999
CFP, Financial Planning
University of Maryland College Park 1988 — 1991
BS, Finance
Perry Chou Perry Chou's AXA Advisors Experience January 2014 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Cetera Advisor Networks LLC October 2014 - Present
AXA Advisors January 2014 - June 2014
ComEd October 2002 - December 2002
Zurich Scudder Investments 2000 - 2002
Skills
Finance, Trading, GIS, Mutual Funds, Investments, Financial Analysis, Asset Management, Equities, Marketing, Project Management
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor's degree, Finance, General
Cetera Advisor Networks LLC October 2014 - Present
AXA Advisors January 2014 - June 2014
ComEd October 2002 - December 2002
Zurich Scudder Investments 2000 - 2002
Skills
Finance, Trading, GIS, Mutual Funds, Investments, Financial Analysis, Asset Management, Equities, Marketing, Project Management
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor's degree, Finance, General
Rebecca Grossman Rebecca Grossman's AXA Advisors Experience June 2011 - August 2011
Job Student Consultant at TAMID Group
Industry Defense & Space
Experience
TAMID Group September 2013 - Present
Sikorsky Aircraft January 2015 - August 2015
Mayerhoff Center for Jewish Studies September 2013 - December 2014
Avnet Country Day School June 2014 - August 2014
Engineering Design Project September 2013 - December 2013
Ruach Day Camp June 2012 - August 2013
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Program Development, Critical Thinking, Phone Etiquette, Photoshop, Community Outreach, Fundraising, Advertising, Computer Graphics, Always Punctual, Social Media, Research, Social Networking, Teaching, Baking, Filing, Event Planning, Facebook, Nonprofits, Editing, Time Management
Education
University of Maryland College Park 2013 — 2017
Electrical and Electronics Engineering, Junior
Hebrew Academy of Nassau County 2009 — 2012
Advanced Regents Diploma
TAMID Group September 2013 - Present
Sikorsky Aircraft January 2015 - August 2015
Mayerhoff Center for Jewish Studies September 2013 - December 2014
Avnet Country Day School June 2014 - August 2014
Engineering Design Project September 2013 - December 2013
Ruach Day Camp June 2012 - August 2013
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Program Development, Critical Thinking, Phone Etiquette, Photoshop, Community Outreach, Fundraising, Advertising, Computer Graphics, Always Punctual, Social Media, Research, Social Networking, Teaching, Baking, Filing, Event Planning, Facebook, Nonprofits, Editing, Time Management
Education
University of Maryland College Park 2013 — 2017
Electrical and Electronics Engineering, Junior
Hebrew Academy of Nassau County 2009 — 2012
Advanced Regents Diploma
Jose J. Delgado Jose J. Delgado's AXA Advisors Experience September 2009 - February 2015
Job Financial Advisor at Conrad Santiago & Associates, a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Conrad Santiago & Associates, a Private Wealth Advisory Practice of Ameriprise February 2015 - Present
AXA Advisors September 2009 - February 2015
Skills
Strategic Financial..., Retirement Planning, Business Planning
Education
University of Hawaii at Manoa
Bachelor of Science (B.S.), Business Administration and Management, General
Conrad Santiago & Associates, a Private Wealth Advisory Practice of Ameriprise February 2015 - Present
AXA Advisors September 2009 - February 2015
Skills
Strategic Financial..., Retirement Planning, Business Planning
Education
University of Hawaii at Manoa
Bachelor of Science (B.S.), Business Administration and Management, General
Josh Vander Plaats Josh Vander Plaats's AXA Advisors Experience May 2012 - August 2012
Job FullTime MBA Candidate at University of Iowa Henry B. Tippie College of Business
Industry Financial Services
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Mercer December 2013 - August 2015
Mercer August 2013 - December 2013
AXA Advisors May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Data Analysis, Access, Sales, Analysis, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Northwestern College 2009 — 2013
Bachelor's degree, Economics/Finance
Hinton High School 2005 — 2009
University of Iowa - Henry B. Tippie College of Business
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Mercer December 2013 - August 2015
Mercer August 2013 - December 2013
AXA Advisors May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Data Analysis, Access, Sales, Analysis, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Northwestern College 2009 — 2013
Bachelor's degree, Economics/Finance
Hinton High School 2005 — 2009
University of Iowa - Henry B. Tippie College of Business
Samantha Chow Samantha Chow's AXA Advisors Experience June 2012 - March 2014
Job Financial Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
AXA Advisors June 2012 - March 2014
Abercrombie & Fitch January 2011 - February 2013
Skills
Leadership, Sales, Financial Analysis, Insurance, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Agriculture and Consumer Economics, Financial Planning and Services
Northern Trust Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
AXA Advisors June 2012 - March 2014
Abercrombie & Fitch January 2011 - February 2013
Skills
Leadership, Sales, Financial Analysis, Insurance, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Agriculture and Consumer Economics, Financial Planning and Services
Christopher Battista Christopher Battista's AXA Advisors Experience October 2008 - October 2010
Job Portfolio Management Analyst at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management January 2011 - Present
AXA Advisors October 2008 - October 2010
Education
University of Maryland College Park 2004 — 2008
Bachelor’s Degree, Finance, General
LaSalle Investment Management January 2011 - Present
AXA Advisors October 2008 - October 2010
Education
University of Maryland College Park 2004 — 2008
Bachelor’s Degree, Finance, General
Kent Clifton Kent Clifton's AXA Advisors Experience June 2011 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
AXA Advisors March 2007 - May 2011
Pfizer 1992 - 2006
US Marine Corps 1988 - 1992
USMC Reserve 1983 - 1988
Skills
Retirement Planning, 401k distribution..., Mutual Fund Planning..., College savings plans..., Annuity planning..., LTC insurance planning, Estate Planning Services
Education
University of Illinois at Chicago 1984 — 1988
BS, Accounting
AXA Advisors June 2011 - Present
AXA Advisors March 2007 - May 2011
Pfizer 1992 - 2006
US Marine Corps 1988 - 1992
USMC Reserve 1983 - 1988
Skills
Retirement Planning, 401k distribution..., Mutual Fund Planning..., College savings plans..., Annuity planning..., LTC insurance planning, Estate Planning Services
Education
University of Illinois at Chicago 1984 — 1988
BS, Accounting
Mark VanderZyl's AXA Advisors Experience June 2004 - September 2014
Job Advisory Network Coordinator at Johns Hopkins University
Industry Hospital & Health Care
Experience
Johns Hopkins Technology Ventures October 2014 - Present
AXA Advisors June 2004 - September 2014
Education
University of Iowa 2000 — 2004
Bachelor's Degree, Business Administration and Management
Ames High School
Johns Hopkins Technology Ventures October 2014 - Present
AXA Advisors June 2004 - September 2014
Education
University of Iowa 2000 — 2004
Bachelor's Degree, Business Administration and Management
Ames High School
David Kaskey David Kaskey's AXA Advisors Experience July 2014 - May 2015
Job MBA Candidate | University of Florida
Industry Financial Services
Experience
AXA Advisors July 2014 - May 2015
AXA Advisors March 2013 - July 2014
Skills
Finance, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Social Media, Leadership, Microsoft Word, Customer Service
Education
University of Florida 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance
AXA Advisors July 2014 - May 2015
AXA Advisors March 2013 - July 2014
Skills
Finance, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Social Media, Leadership, Microsoft Word, Customer Service
Education
University of Florida 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance
Michael-Duy Nguyen's AXA Advisors Experience May 2014 - August 2014
Job Intern at MassMutual Greater Houston
Industry Financial Services
Experience
MassMutual Greater Houston June 2015 - Present
The Program for Excellence in Selling January 2015 - Present
University of Houston August 2014 - Present
Innové, LLC April 2015 - May 2015
Waddell & Reed May 2014 - August 2014
AXA Advisors May 2014 - August 2014
University of Houston February 2014 - August 2014
Carefree Inn May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Keynote, OS X, Typing: 110wpm, Flute, Piccolo, Music, 10-key by touch, Apple OS X, Apple Pages, Apple Keynote, Public Speaking, Teamwork, ShiftPlanning, Google Docs, SPIN Selling, Access, Outlook, Leadership
Education
C. T. Bauer College of Business, University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Senior
University of Houston 2012 — 2016
McNeil High School 2008 — 2012
MassMutual Greater Houston June 2015 - Present
The Program for Excellence in Selling January 2015 - Present
University of Houston August 2014 - Present
Innové, LLC April 2015 - May 2015
Waddell & Reed May 2014 - August 2014
AXA Advisors May 2014 - August 2014
University of Houston February 2014 - August 2014
Carefree Inn May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Keynote, OS X, Typing: 110wpm, Flute, Piccolo, Music, 10-key by touch, Apple OS X, Apple Pages, Apple Keynote, Public Speaking, Teamwork, ShiftPlanning, Google Docs, SPIN Selling, Access, Outlook, Leadership
Education
C. T. Bauer College of Business, University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Senior
University of Houston 2012 — 2016
McNeil High School 2008 — 2012
Caiqin Li, MBA Caiqin Li, MBA's AXA Advisors Experience July 2012 - Present
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
Justin Neiss Justin Neiss's AXA Advisors Experience October 2009 - May 2010
Job General Forensics Associate at Deloitte Financial Advisory Services LLP
Industry Financial Services
Experience
Deloitte Financial Advisory Services LLP October 2014 - Present
Deloitte Financial Advisory Services LLP June 2013 - August 2013
The Catholic University of America May 2012 - August 2012
Centennial Park (Howard County Parks & Rec) April 2009 - August 2011
AXA Advisors October 2009 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Spanish, Accounting, Finance, Economics, Sense Of Responsibility, Meet Deadlines, Data Analysis, Analysis, Market Research, Project Management
Education
University of Maryland College Park 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Wake Forest University 2010 — 2012
Deloitte Financial Advisory Services LLP October 2014 - Present
Deloitte Financial Advisory Services LLP June 2013 - August 2013
The Catholic University of America May 2012 - August 2012
Centennial Park (Howard County Parks & Rec) April 2009 - August 2011
AXA Advisors October 2009 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Spanish, Accounting, Finance, Economics, Sense Of Responsibility, Meet Deadlines, Data Analysis, Analysis, Market Research, Project Management
Education
University of Maryland College Park 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Wake Forest University 2010 — 2012
Beau DeLisle's AXA Advisors Experience June 2014 - May 2015
Job ManagerArtistMusician
Industry Retail
Experience
AXA Advisors June 2014 - May 2015
T. Rowe Price January 2013 - June 2014
P4 Healthcare August 2009 - January 2010
ICMA Retirement Corporation May 2008 - August 2008
Berliner Specialty Distributors May 2007 - August 2007
Skills
Management, Marketing, Training, Finance, Process Improvement, Coaching, Writing, Art, Sculpture, Operations Management, Sales Operations, Sales Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science, International Business, 3.6
AXA Advisors June 2014 - May 2015
T. Rowe Price January 2013 - June 2014
P4 Healthcare August 2009 - January 2010
ICMA Retirement Corporation May 2008 - August 2008
Berliner Specialty Distributors May 2007 - August 2007
Skills
Management, Marketing, Training, Finance, Process Improvement, Coaching, Writing, Art, Sculpture, Operations Management, Sales Operations, Sales Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science, International Business, 3.6
Carrie Childress's AXA Advisors Experience August 2013 - Present
Job
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
AXA Advisors December 2006 - July 2013
Carts and Parts, Inc. March 2003 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Event Planning, Customer Service, Public Relations, Public Speaking, Financial Services, Financial Planning
Education
University of Louisiana at Lafayette 1993 — 1999
BS, Secondary Education: English / History
Lafayette High School 1989 — 1993
High School
AXA Advisors August 2013 - Present
AXA Advisors December 2006 - July 2013
Carts and Parts, Inc. March 2003 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Event Planning, Customer Service, Public Relations, Public Speaking, Financial Services, Financial Planning
Education
University of Louisiana at Lafayette 1993 — 1999
BS, Secondary Education: English / History
Lafayette High School 1989 — 1993
High School
Scott Ginsberg's AXA Advisors Experience November 2013 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2013 - Present
CME Group Commodities Trader - Chicago, IL 1996 - 2013 January 1996 - June 2013
SDS Commodities – Chicago, IL 1985 - 1996 September 1985 - January 1996
Skills
Equities, Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Communications
AXA Advisors November 2013 - Present
CME Group Commodities Trader - Chicago, IL 1996 - 2013 January 1996 - June 2013
SDS Commodities – Chicago, IL 1985 - 1996 September 1985 - January 1996
Skills
Equities, Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Communications
Michael Sposta Michael Sposta's AXA Advisors Experience June 2011 - August 2012
Job Manager, Institutional Securities Oversight Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
UBS Investment Bank August 2012 - June 2013
AXA Advisors June 2011 - August 2012
Neuberger Berman Group LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
Morgan Stanley April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
UBS Investment Bank August 2012 - June 2013
AXA Advisors June 2011 - August 2012
Neuberger Berman Group LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
Taylor Barnard Taylor Barnard's AXA Advisors Experience March 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Fikes Wholesale July 2014 - February 2015
CEFCO Convenience Stores May 2013 - July 2014
Dora Jean Dyson CPA February 2013 - April 2013
Skills
Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Team Building, Teamwork, Analysis, Strategic Planning, Inventory Management, Research, Retail, Management, Windows
Education
University of Mary Hardin-Baylor 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Mary Hardin-Baylor 2009 — 2013
B.B.A, Finance & Accounting
AXA Advisors March 2015 - Present
Fikes Wholesale July 2014 - February 2015
CEFCO Convenience Stores May 2013 - July 2014
Dora Jean Dyson CPA February 2013 - April 2013
Skills
Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Team Building, Teamwork, Analysis, Strategic Planning, Inventory Management, Research, Retail, Management, Windows
Education
University of Mary Hardin-Baylor 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Mary Hardin-Baylor 2009 — 2013
B.B.A, Finance & Accounting
Serge Mallat, CLTC Serge Mallat, CLTC's AXA Advisors Experience June 2005 - November 2006
Job Agency Director of Financial Planning
Industry Financial Services
Experience
Mass Mutual November 2006 - Present
Mass Mutual November 2006 - Present
AXA Advisors June 2005 - November 2006
LaSalle Broker Dealer October 2003 - May 2005
Charles Schwab 1993 - 2003
Skills
Investments, Insurance, Leadership, Securities, Sales, Finance, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Management, 401k, Estate Planning, Team Building, Small Business, Financial Services, Customer Service, New Business Development
Education
University of Florida 1988 — 1991
Mass Mutual November 2006 - Present
Mass Mutual November 2006 - Present
AXA Advisors June 2005 - November 2006
LaSalle Broker Dealer October 2003 - May 2005
Charles Schwab 1993 - 2003
Skills
Investments, Insurance, Leadership, Securities, Sales, Finance, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Management, 401k, Estate Planning, Team Building, Small Business, Financial Services, Customer Service, New Business Development
Education
University of Florida 1988 — 1991
Joe Michael Brummel IV's AXA Advisors Experience July 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Morgan Stanley August 2012 - July 2014
Illinois National Bank May 2010 - August 2010
McGladrey January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Banking and Finance
AXA Advisors July 2014 - Present
Morgan Stanley August 2012 - July 2014
Illinois National Bank May 2010 - August 2010
McGladrey January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Banking and Finance
Kristy Kwan's AXA Advisors Experience 2002 - 2005
Job Writer
Industry Writing and Editing
Experience
MMChr June 2005 - March 2014
AXA Advisors 2002 - 2005
Skills
Creative Writing, Event Planning, Creative Problem Solving, Creative Services, Compensation & Benefits..., Employee Benefits, Benefits Administration, Health Insurance, Qualified Retirement..., Employee Wellness, Benefits Design, Corporate Communications, Creative Solutions, Marketing Communications, Company Newsletters, Online Marketing, Direct Marketing, News Writing, Fundraising, Resume Writing, Editing, Script Editing, Applicant Tracking..., Management, Recruiting, Social Networking, Analysis, CFRA, Blogging, Newsletters, Copywriting
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies
MMChr June 2005 - March 2014
AXA Advisors 2002 - 2005
Skills
Creative Writing, Event Planning, Creative Problem Solving, Creative Services, Compensation & Benefits..., Employee Benefits, Benefits Administration, Health Insurance, Qualified Retirement..., Employee Wellness, Benefits Design, Corporate Communications, Creative Solutions, Marketing Communications, Company Newsletters, Online Marketing, Direct Marketing, News Writing, Fundraising, Resume Writing, Editing, Script Editing, Applicant Tracking..., Management, Recruiting, Social Networking, Analysis, CFRA, Blogging, Newsletters, Copywriting
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies
Justin LaPree TopLinked.com Justin LaPree TopLinked.com's AXA Advisors Experience April 2007 - November 2007
Job at Brownstone Investment Group
Industry Investment Banking
Experience
Brownstone Investment Group May 2009 - Present
Citigroup October 2007 - May 2009
AXA Advisors April 2007 - November 2007
Fieldstone Mortgage Company August 2006 - April 2007
United States Marine Corps March 2001 - January 2005
Education
University of Houston 2000 — 2001
Business
Strake Jesuit College Prep 1996 — 1999
Brownstone Investment Group May 2009 - Present
Citigroup October 2007 - May 2009
AXA Advisors April 2007 - November 2007
Fieldstone Mortgage Company August 2006 - April 2007
United States Marine Corps March 2001 - January 2005
Education
University of Houston 2000 — 2001
Business
Strake Jesuit College Prep 1996 — 1999
Lawrence Sarn Lawrence Sarn's AXA Advisors Experience February 2014 - September 2015
Job Associate Director at CPEX Real Estate
Industry Financial Services
Experience
CPEX Real Estate February 2015 - Present
AXA Advisors February 2014 - September 2015
E.H. Smith Jacobs & Co., Inc. February 2008 - January 2014
Massey Knakal Realty Services January 2005 - February 2008
Bear Stearns October 1985 - October 2005
Skills
Investments, Trading, Strategy, Financial Markets, Financial Risk, Securities, Investment Management, Investment Strategies, Options, Financial Services, Proprietary Trading, Commercial Real Estate
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
CPEX Real Estate February 2015 - Present
AXA Advisors February 2014 - September 2015
E.H. Smith Jacobs & Co., Inc. February 2008 - January 2014
Massey Knakal Realty Services January 2005 - February 2008
Bear Stearns October 1985 - October 2005
Skills
Investments, Trading, Strategy, Financial Markets, Financial Risk, Securities, Investment Management, Investment Strategies, Options, Financial Services, Proprietary Trading, Commercial Real Estate
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Eldrick Woodley Eldrick Woodley's AXA Advisors Experience August 2006 - July 2007
Job at
Industry Financial Services
Experience
Engel & Völkers December 2014 - Present
Woodley & Co Wealth Strategies November 2010 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - November 2010
Army National Guard November 2000 - November 2009
Northwestern Mutual August 2007 - January 2009
AXA Advisors August 2006 - July 2007
Skills
Retirement, Business Planning, Financial Planning, Insurance, Budgeting, Investment Advisory, Real Estate Investment, Estate Planning, Management, Retirement Planning, Strategic Financial..., Investment Properties, Budgets, Strategy, Wealth, Financial Advisory, Series 63, Finance, Real Estate, Financial Analysis, Series 7, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BS, Finance
MB Smiley High School 1996 — 2000
Engel & Völkers December 2014 - Present
Woodley & Co Wealth Strategies November 2010 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - November 2010
Army National Guard November 2000 - November 2009
Northwestern Mutual August 2007 - January 2009
AXA Advisors August 2006 - July 2007
Skills
Retirement, Business Planning, Financial Planning, Insurance, Budgeting, Investment Advisory, Real Estate Investment, Estate Planning, Management, Retirement Planning, Strategic Financial..., Investment Properties, Budgets, Strategy, Wealth, Financial Advisory, Series 63, Finance, Real Estate, Financial Analysis, Series 7, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BS, Finance
MB Smiley High School 1996 — 2000
Kristin Roman Kristin Roman's AXA Advisors Experience March 2015 - Present
Job Regional Managing Controls Officer at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors April 2014 - March 2015
MetLife September 2010 - April 2014
Nationwide Insurance January 2007 - August 2010
Skills
Series 7, Supervisory Experience, Insurance, Operations Management, General Securities..., Compliance, General Securities..., Securities License, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Management, Mutual Funds, Term Life Insurance, Investments, Disability Insurance, Securities, Financial Services
Education
University of Florida - Warrington College Of Business 2000 — 2005
Master's degree, Business Administration and Management, General
AXA Advisors March 2015 - Present
AXA Advisors April 2014 - March 2015
MetLife September 2010 - April 2014
Nationwide Insurance January 2007 - August 2010
Skills
Series 7, Supervisory Experience, Insurance, Operations Management, General Securities..., Compliance, General Securities..., Securities License, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Management, Mutual Funds, Term Life Insurance, Investments, Disability Insurance, Securities, Financial Services
Education
University of Florida - Warrington College Of Business 2000 — 2005
Master's degree, Business Administration and Management, General
Adam Purucker Adam Purucker's AXA Advisors Experience May 2011 - October 2011
Job Tutor And Academic Coach
Industry Education Management
Experience
Self-Employed January 2008 - Present
JPMorgan Chase October 2011 - January 2012
AXA Advisors May 2011 - October 2011
Skills
Teaching, Data Analysis, Small Business, Investments, Microsoft Excel, PowerPoint
Education
University of Maryland College Park 2006 — 2010
B.A, Government & Politics
Self-Employed January 2008 - Present
JPMorgan Chase October 2011 - January 2012
AXA Advisors May 2011 - October 2011
Skills
Teaching, Data Analysis, Small Business, Investments, Microsoft Excel, PowerPoint
Education
University of Maryland College Park 2006 — 2010
B.A, Government & Politics
Leon Hurd Leon Hurd's AXA Advisors Experience November 2000 - May 2003
Job Adjunct Faculty Instructor at LeMoyne Owen College
Industry Accounting
Experience
LeMoyne Owen College November 2011 - Present
L. HURD & ASSOC. October 1997 - Present
Leon Hurd & Associates October 1996 - Present
DC Department of Employment Services August 2008 - March 2009
Ameriprise Financial August 2003 - June 2006
AXA Advisors November 2000 - May 2003
DC Public Service Commission (DCPSC) October 1986 - September 1996
William Hurd, MD PA May 1985 - September 1986
Shelby Co. Community Service Agency October 1984 - May 1985
ford motor 1969 - 1972
Education
University of Detroit Mercy 1972 — 1975
MBA, Accounting
Wilberforce University 1965 — 1967
BS, MATHEMATICS
Wilberforce University
Bachelor of Science, Mathematics
LeMoyne Owen College November 2011 - Present
L. HURD & ASSOC. October 1997 - Present
Leon Hurd & Associates October 1996 - Present
DC Department of Employment Services August 2008 - March 2009
Ameriprise Financial August 2003 - June 2006
AXA Advisors November 2000 - May 2003
DC Public Service Commission (DCPSC) October 1986 - September 1996
William Hurd, MD PA May 1985 - September 1986
Shelby Co. Community Service Agency October 1984 - May 1985
ford motor 1969 - 1972
Education
University of Detroit Mercy 1972 — 1975
MBA, Accounting
Wilberforce University 1965 — 1967
BS, MATHEMATICS
Wilberforce University
Bachelor of Science, Mathematics
Rob Noble Rob Noble's AXA Advisors Experience January 2008 - March 2009
Job Managing Partner at Cambridge Wealth Advisors
Industry Financial Services
Experience
Cambridge Wealth Advisors April 2009 - Present
AXA Advisors January 2008 - March 2009
Premiere Global Services 2007 - January 2008
Smith Barney 2001 - 2006
Merrill Lynch 1995 - 2001
SunTrust Bank August 1992 - March 1995
Skills
Investments, Retirement Planning, Retirement, 401k, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Wealth, Asset Managment, Insurance, Financial Services, Equities, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Pensions, Securities
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Banking and Finance
The McCallie School 1984 — 1987
Diploma
Cambridge Wealth Advisors April 2009 - Present
AXA Advisors January 2008 - March 2009
Premiere Global Services 2007 - January 2008
Smith Barney 2001 - 2006
Merrill Lynch 1995 - 2001
SunTrust Bank August 1992 - March 1995
Skills
Investments, Retirement Planning, Retirement, 401k, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Wealth, Asset Managment, Insurance, Financial Services, Equities, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Pensions, Securities
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Banking and Finance
The McCallie School 1984 — 1987
Diploma
Andrew Grosdidier's AXA Advisors Experience May 2009 - August 2009
Job Commercial Sales Account Manager at Grainger
Industry Wholesale
Experience
Grainger September 2013 - Present
Grainger June 2012 - September 2013
Grainger June 2010 - June 2012
AXA Advisors May 2009 - August 2009
CenterPoint Properties May 2009 - August 2009
Northwestern Mutual May 2008 - December 2008
Skills
Forecasting, Budgets, Financial Modeling, Competitive Analysis, Sales Operations
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance, Finance, Accounting, Business Administration, Economics
Grainger September 2013 - Present
Grainger June 2012 - September 2013
Grainger June 2010 - June 2012
AXA Advisors May 2009 - August 2009
CenterPoint Properties May 2009 - August 2009
Northwestern Mutual May 2008 - December 2008
Skills
Forecasting, Budgets, Financial Modeling, Competitive Analysis, Sales Operations
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance, Finance, Accounting, Business Administration, Economics
Jay A. Goldberg's AXA Advisors Experience August 1985 - Present
Job Financial Consultant at Axa Advisors
Industry Financial Services
Experience
Axa Advisors August 1985 - Present
Skills
Management, Retirement Planning, Estate Planning, Financial Services, Financial Advisory, Asset Management
Education
University of Hartford 1981 — 1985
BA, Economics and Finance
Axa Advisors August 1985 - Present
Skills
Management, Retirement Planning, Estate Planning, Financial Services, Financial Advisory, Asset Management
Education
University of Hartford 1981 — 1985
BA, Economics and Finance
Carl Buchholz Carl Buchholz's AXA Advisors Experience May 2013 - August 2013
Job Head Wrestling Coach at Georgetown Preparatory School
Industry Financial Services
Experience
Georgetown Preparatory School 2015 - Present
Conquest Technologies, Inc. December 2014 - Present
AXA Advisors May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Facebook, Financial Analysis, Social Media, Microsoft Word, Customer Service, Event Planning, Teamwork
Education
University of Maryland College Park 2009 — 2014
Bachelor's Degree, Sociology
University of Maryland College Park
Bachelor's degree
Georgetown Preparatory School 2015 - Present
Conquest Technologies, Inc. December 2014 - Present
AXA Advisors May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Facebook, Financial Analysis, Social Media, Microsoft Word, Customer Service, Event Planning, Teamwork
Education
University of Maryland College Park 2009 — 2014
Bachelor's Degree, Sociology
University of Maryland College Park
Bachelor's degree
Ron Straub's AXA Advisors Experience December 2005 - March 2007
Job at Louisville Bridge Club
Industry Management Consulting
Experience
Louisville Bridge Club 2008 - Present
SCORE January 2003 - September 2012
JCPS Adult Education 2010 - 2012
New York Life June 2007 - January 2009
Gardens at Dorsey Condominium Association September 2006 - 2009
AXA Advisors December 2005 - March 2007
Primerica Financial Services April 2002 - December 2005
Ford Motor Company January 1994 - August 2002
Ford Motor Company (Avon Lake Assembly Plant) 1994 - 2002
Ford 1989 - 2002
Skills
Marketing Strategy, Management Consulting, Financial Analysis, Business Process..., Cross-functional Team..., Project Planning, Fundraising, Management, Marketing, Team Building, Manufacturing, Lean Manufacturing, Project Management, Six Sigma, Integrated Marketing, Team Leadership, Finance, Strategic Financial..., Program Management, Entrepreneurship, Business Strategy, Strategic Planning, Operations Management, Public Speaking, Small Business, Coaching, Business Analysis, Microsoft Office, Start-ups, Business Development, Contract Negotiation, Data Analysis, Budgets, Organizational..., Analysis, Leadership, Nonprofits, Public Relations, Sales Management, Customer Service, Investments, Organizational..., Microsoft Excel, Leadership Development, Process Improvement, Process Engineering, Quality Management, Sales, Change Management, Continuous Improvement
Education
University of Louisville 1972 — 1973
MBA, Business
University of Louisville 1970 — 1972
Masters in Engineering, Electrical Engineering
University of Louisville 1959 — 1964
BEE, Electrical Engineering
Louisville Bridge Club 2008 - Present
SCORE January 2003 - September 2012
JCPS Adult Education 2010 - 2012
New York Life June 2007 - January 2009
Gardens at Dorsey Condominium Association September 2006 - 2009
AXA Advisors December 2005 - March 2007
Primerica Financial Services April 2002 - December 2005
Ford Motor Company January 1994 - August 2002
Ford Motor Company (Avon Lake Assembly Plant) 1994 - 2002
Ford 1989 - 2002
Skills
Marketing Strategy, Management Consulting, Financial Analysis, Business Process..., Cross-functional Team..., Project Planning, Fundraising, Management, Marketing, Team Building, Manufacturing, Lean Manufacturing, Project Management, Six Sigma, Integrated Marketing, Team Leadership, Finance, Strategic Financial..., Program Management, Entrepreneurship, Business Strategy, Strategic Planning, Operations Management, Public Speaking, Small Business, Coaching, Business Analysis, Microsoft Office, Start-ups, Business Development, Contract Negotiation, Data Analysis, Budgets, Organizational..., Analysis, Leadership, Nonprofits, Public Relations, Sales Management, Customer Service, Investments, Organizational..., Microsoft Excel, Leadership Development, Process Improvement, Process Engineering, Quality Management, Sales, Change Management, Continuous Improvement
Education
University of Louisville 1972 — 1973
MBA, Business
University of Louisville 1970 — 1972
Masters in Engineering, Electrical Engineering
University of Louisville 1959 — 1964
BEE, Electrical Engineering
Daniel Nakano's AXA Advisors Experience July 2006 - December 2007
Job Team Leader at Retirement Planning Group
Industry Financial Services
Experience
Retirement Planning Group June 2010 - Present
AXA Advisors July 2006 - December 2007
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Retirement Planning Group June 2010 - Present
AXA Advisors July 2006 - December 2007
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Sidney Ma, CFP®'s AXA Advisors Experience December 2001 - Present
Job Experienced Financial Advisor
Industry Financial Services
Experience
AXA Advisors December 2001 - Present
AXA Advisors, LLC December 2001 - Present
Skills
Asset Allocation, Retirement Planning, Education Funding, Disability Income..., Estate Planning..., Retirement Distribution, Survivorship Planning, Business Planning
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Indvidual Concentration and Second Major in Chinese
AXA Advisors December 2001 - Present
AXA Advisors, LLC December 2001 - Present
Skills
Asset Allocation, Retirement Planning, Education Funding, Disability Income..., Estate Planning..., Retirement Distribution, Survivorship Planning, Business Planning
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Indvidual Concentration and Second Major in Chinese
Harris Mandler's AXA Advisors Experience May 2013 - Present
Job Certified Financial Planner™ professional
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
ING Financial Partners August 2006 - May 2013
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, Mass Communications
AXA Advisors May 2013 - Present
ING Financial Partners August 2006 - May 2013
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, Mass Communications
Rusty Lunning CFP, ChFC's AXA Advisors Experience 2006 - October 2014
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
AXA Advisors 2006 - October 2014
AXA-Equitable April 2004 - August 2006
AXA Financial September 2000 - April 2004
Skills
Strategic Financial..., Retirement Planning, Project Planning, Financial Planners, Wealth Management, Asset Allocation, Financial Advisory, Certified Financial..., Finance, Investments, Retirement, Mutual Funds, Leadership, Investment Advisory, 401k
Education
University of Iowa
University of Iowa
Bachelor's degree, Political Science and Government
BB&T November 2014 - Present
AXA Advisors 2006 - October 2014
AXA-Equitable April 2004 - August 2006
AXA Financial September 2000 - April 2004
Skills
Strategic Financial..., Retirement Planning, Project Planning, Financial Planners, Wealth Management, Asset Allocation, Financial Advisory, Certified Financial..., Finance, Investments, Retirement, Mutual Funds, Leadership, Investment Advisory, 401k
Education
University of Iowa
University of Iowa
Bachelor's degree, Political Science and Government
Bob Harazin's AXA Advisors Experience February 2006 - March 2007
Job ETF Specialist at Invesco PowerShares
Industry Financial Services
Experience
Invesco PowerShares September 2015 - Present
Invesco PowerShares February 2015 - August 2015
HighTower March 2013 - February 2015
HighTower September 2011 - March 2013
HighTower April 2009 - August 2011
HighTower July 2008 - April 2009
Claymore Securities March 2007 - April 2008
AXA Advisors February 2006 - March 2007
Skills
Portfolio Management, Investments, CRM, Series 7, Project Management, Salesforce.com, Finance, Uniform Combined State..., Asset Allocation, Trading, Financial Advisory, Investment Advisory, Wealth Management, Alternative Investments, Series 66, Information Technology, Asset Managment, Microsoft CRM, Mutual Funds, Securities, Asset Management, Salesforce.com..., Salesforce.com..., Salesforce Training, CRM Integration, ACT CRM, Risk Management, ETFs, Financial Services, Marketing Automation, Email Marketing, HTML emails, Digital Marketing, Marketo, Data Integration
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BA, Economics, Entrepreneurship
St. Francis High School 1997 — 2001
Invesco PowerShares September 2015 - Present
Invesco PowerShares February 2015 - August 2015
HighTower March 2013 - February 2015
HighTower September 2011 - March 2013
HighTower April 2009 - August 2011
HighTower July 2008 - April 2009
Claymore Securities March 2007 - April 2008
AXA Advisors February 2006 - March 2007
Skills
Portfolio Management, Investments, CRM, Series 7, Project Management, Salesforce.com, Finance, Uniform Combined State..., Asset Allocation, Trading, Financial Advisory, Investment Advisory, Wealth Management, Alternative Investments, Series 66, Information Technology, Asset Managment, Microsoft CRM, Mutual Funds, Securities, Asset Management, Salesforce.com..., Salesforce.com..., Salesforce Training, CRM Integration, ACT CRM, Risk Management, ETFs, Financial Services, Marketing Automation, Email Marketing, HTML emails, Digital Marketing, Marketo, Data Integration
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BA, Economics, Entrepreneurship
St. Francis High School 1997 — 2001
Patty Tam's AXA Advisors Experience June 2007 - August 2007
Job Contract Administrator at Transportation Corridor Agencies (TCA)
Industry Financial Services
Experience
Transportation Corridor Agencies (TCA) October 2014 - Present
City & County of Honolulu June 2008 - October 2014
Hawaii Dental Clinic April 2011 - November 2012
Hawaii Dental Clinic January 2001 - September 2008
AXA Advisors June 2007 - August 2007
Skills
Access, Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Data Analysis, PowerPoint, Microsoft Word, Project Management, Auditing, Accounting, Outlook, Research, Contract Negotiation, Real Estate, ERP
Education
University of Hawaii - College of Business Administration 2005 — 2008
BBA, Finance
Transportation Corridor Agencies (TCA) October 2014 - Present
City & County of Honolulu June 2008 - October 2014
Hawaii Dental Clinic April 2011 - November 2012
Hawaii Dental Clinic January 2001 - September 2008
AXA Advisors June 2007 - August 2007
Skills
Access, Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Data Analysis, PowerPoint, Microsoft Word, Project Management, Auditing, Accounting, Outlook, Research, Contract Negotiation, Real Estate, ERP
Education
University of Hawaii - College of Business Administration 2005 — 2008
BBA, Finance
Charles Cha's AXA Advisors Experience January 2011 - Present
Job Managing Director at CHA Financial, LLC
Industry Financial Services
Experience
CHA Financial, LLC January 2012 - Present
AXA Advisors January 2011 - Present
AT&T 1999 - 2003
IBM August 1974 - June 1999
Skills
Retirement Planning, Insurance Planning, Wealth Management, Financial Planning, IRA's, Anuuity
Education
University of Illinois at Urbana-Champaign 1968 — 1974
Ph.D., Computer Science
University of Illinois at Urbana-Champaign 1968 — 1974
Doctor of Philosophy (Ph.D.), Mathematics and Computer Science
CHA Financial, LLC January 2012 - Present
AXA Advisors January 2011 - Present
AT&T 1999 - 2003
IBM August 1974 - June 1999
Skills
Retirement Planning, Insurance Planning, Wealth Management, Financial Planning, IRA's, Anuuity
Education
University of Illinois at Urbana-Champaign 1968 — 1974
Ph.D., Computer Science
University of Illinois at Urbana-Champaign 1968 — 1974
Doctor of Philosophy (Ph.D.), Mathematics and Computer Science
Nav Swamy's AXA Advisors Experience 1996 - 1998
Job Treasurer
Industry Financial Services
Experience
Element Fleet Management July 2014 - Present
PHH Corporation January 2013 - July 2014
CapitalSource January 2005 - January 2013
MBNA 2000 - 2005
Wells Fargo 1998 - 2000
AXA Advisors 1996 - 1998
Skills
Securitization, Capital Markets, Structured Finance, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Valuation, Credit Analysis, Loans, Banking, Asset Based Lending, CMBS, Credit, Financial Analysis, Investments, Risk Management, Financial Structuring, REIT, Commercial Lending, Asset Management, Finance, Treasury, Credit Risk, ABS, Derivatives, Treasury Management, Securities, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Organizational..., Cash Flow, Financial Services, Structured Products, Bonds, Equities, Bloomberg, Executive Management, Hedge Funds, MBS, Loan Origination, Cash Management, Leveraged Finance, Alternative Investments, Management, Strategy, Funding
Education
Loyola University 1992 — 1994
MBA, Finance, Management
University of Maryland Baltimore County 1988 — 1992
BA, Economics and Finance
Element Fleet Management July 2014 - Present
PHH Corporation January 2013 - July 2014
CapitalSource January 2005 - January 2013
MBNA 2000 - 2005
Wells Fargo 1998 - 2000
AXA Advisors 1996 - 1998
Skills
Securitization, Capital Markets, Structured Finance, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Valuation, Credit Analysis, Loans, Banking, Asset Based Lending, CMBS, Credit, Financial Analysis, Investments, Risk Management, Financial Structuring, REIT, Commercial Lending, Asset Management, Finance, Treasury, Credit Risk, ABS, Derivatives, Treasury Management, Securities, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Organizational..., Cash Flow, Financial Services, Structured Products, Bonds, Equities, Bloomberg, Executive Management, Hedge Funds, MBS, Loan Origination, Cash Management, Leveraged Finance, Alternative Investments, Management, Strategy, Funding
Education
Loyola University 1992 — 1994
MBA, Finance, Management
University of Maryland Baltimore County 1988 — 1992
BA, Economics and Finance
Mindy Dunnigan's AXA Advisors Experience April 2013 - Present
Job Retirement Planning Specialist/Financial Consultant AXA Advisors, LLC
Industry Investment Management
Experience
AXA Advisors April 2013 - Present
Saddle River Capital Management LLC April 2011 - March 2013
DFE LLC May 2007 - April 2011
Dow Jones 2005 - 2007
Kellogg Capital 2003 - 2004
Standard & Poor's 1994 - 1999
Lotus Development Corp 1988 - 1992
Dillon Read and Co., Inc. 1982 - 1987
Skills
Financial Services, Securities, Business Development, Financial Markets, ETFs, Equities, Alternative Investments, Capital Markets, Retirement Planning, Personal Financial..., Risk Management
Education
University of Maryland College Park 1975 — 1979
BS, Phillip Merrill College of Journalism
AXA Advisors April 2013 - Present
Saddle River Capital Management LLC April 2011 - March 2013
DFE LLC May 2007 - April 2011
Dow Jones 2005 - 2007
Kellogg Capital 2003 - 2004
Standard & Poor's 1994 - 1999
Lotus Development Corp 1988 - 1992
Dillon Read and Co., Inc. 1982 - 1987
Skills
Financial Services, Securities, Business Development, Financial Markets, ETFs, Equities, Alternative Investments, Capital Markets, Retirement Planning, Personal Financial..., Risk Management
Education
University of Maryland College Park 1975 — 1979
BS, Phillip Merrill College of Journalism
Bazil Billings's AXA Advisors Experience 1999 - Present
Job Retirement Planning n Life Insurance Specialist at AXA Advisors
Industry Financial Services
Experience
Axa 1999 - Present
AXA Advisors 1999 - Present
Education
University of Miami 2007 — 2009
Certified Financial Planning
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Axa 1999 - Present
AXA Advisors 1999 - Present
Education
University of Miami 2007 — 2009
Certified Financial Planning
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
George Wilburn III's AXA Advisors Experience January 2009 - December 2012
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC July 1998 - Present
AXA Advisors January 2009 - December 2012
Skills
Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Finance, Investments, Series 7, 401k, Wealth Management, Life Insurance, Financial Planning, Budgets, Retirement, Strategic Planning
Education
University of Kentucky 1983 — 1987
BASW, Social Work, Special Education
AXA Advisors, LLC July 1998 - Present
AXA Advisors January 2009 - December 2012
Skills
Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Finance, Investments, Series 7, 401k, Wealth Management, Life Insurance, Financial Planning, Budgets, Retirement, Strategic Planning
Education
University of Kentucky 1983 — 1987
BASW, Social Work, Special Education
Brian A. Pugaczewski's AXA Advisors Experience January 2008 - May 2012
Job Store Planner at Club Monaco
Industry Retail
Experience
Club Monaco June 2015 - Present
Club Monaco January 2014 - June 2015
Club Monaco May 2012 - January 2014
AXA Advisors January 2008 - May 2012
Bierman-Everett Foundry Company July 2001 - October 2007
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, Financial Modeling, PowerPoint
Education
University of Maryland College Park
Club Monaco June 2015 - Present
Club Monaco January 2014 - June 2015
Club Monaco May 2012 - January 2014
AXA Advisors January 2008 - May 2012
Bierman-Everett Foundry Company July 2001 - October 2007
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, Financial Modeling, PowerPoint
Education
University of Maryland College Park
Troy Tonn's AXA Advisors Experience April 2004 - December 2008
Job Chief Operations Officer at Cirrus Capital Management, LLC
Industry Investment Management
Experience
Cirrus Capital Management, LLC Chief Operations OfficerCirrus Capital Management, LLCJanuary 2009 - Present
AXA Advisors April 2004 - December 2008
Skills
Investments, Retirement Planning, Estate Planning, Equities, Portfolio Management, Strategic Financial..., Series 7, Securities, Finance, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Life Insurance, Asset Allocation, Mutual Funds, Financial Services, Direct Sales
Education
University of South Florida 1997 — 2001
MBA, Finance & Marketing
University of Florida 1991 — 1995
B.S., Industrial & Systems Engineering
Cirrus Capital Management, LLC Chief Operations OfficerCirrus Capital Management, LLCJanuary 2009 - Present
AXA Advisors April 2004 - December 2008
Skills
Investments, Retirement Planning, Estate Planning, Equities, Portfolio Management, Strategic Financial..., Series 7, Securities, Finance, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Life Insurance, Asset Allocation, Mutual Funds, Financial Services, Direct Sales
Education
University of South Florida 1997 — 2001
MBA, Finance & Marketing
University of Florida 1991 — 1995
B.S., Industrial & Systems Engineering
edward rossi's AXA Advisors Experience January 2009 - December 2009
Job financial consultant at One America
Industry Financial Services
Experience
One America January 2010 - Present
AXA Advisors January 2009 - December 2009
Education
University of Massachusetts Boston 2006 — 2008
liberal arts, history
One America January 2010 - Present
AXA Advisors January 2009 - December 2009
Education
University of Massachusetts Boston 2006 — 2008
liberal arts, history
Christopher Rushing's AXA Advisors Experience June 2003 - April 2004
Job Reverse Engineering Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2006 - Present
Wells Fargo Bank April 2004 - December 2005
AXA Advisors June 2003 - April 2004
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science, Finance
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Government and Politics
Wells Fargo Bank January 2006 - Present
Wells Fargo Bank April 2004 - December 2005
AXA Advisors June 2003 - April 2004
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science, Finance
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Government and Politics
Monique Worthigton's AXA Advisors Experience 2009 - 2009
Job Business Operations Analyst at Comcast
Industry Financial Services
Experience
Comcast November 2013 - Present
University of North Carolina at Chapel Hill December 2011 - June 2013
Lawson Realty Group May 2010 - June 2011
AXA Advisors 2009 - 2009
Skills
Data Analysis
Education
University of Maryland College Park 2008 — 2011
BA, Economics w/ concentration in Business Administration
University of Maryland University College
Master's Degree, MBA/Financial Management
Comcast November 2013 - Present
University of North Carolina at Chapel Hill December 2011 - June 2013
Lawson Realty Group May 2010 - June 2011
AXA Advisors 2009 - 2009
Skills
Data Analysis
Education
University of Maryland College Park 2008 — 2011
BA, Economics w/ concentration in Business Administration
University of Maryland University College
Master's Degree, MBA/Financial Management
Lisa Von Bokel's AXA Advisors Experience January 2015 - Present
Job Senior Branch Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors March 2013 - January 2015
AXA Advisors April 2003 - February 2013
Skills
Team Building, Public Speaking, Microsoft Word, Human Resources, Client Relations Skills, Recruiting, Time Management, Training, Outlook, Coaching, Employee Relations, Leadership, Leadership Development, Sales
Education
University of Illinois Springfield 2003 — 2005
Bachelor of Arts, Criminal Justice
AXA Advisors January 2015 - Present
AXA Advisors March 2013 - January 2015
AXA Advisors April 2003 - February 2013
Skills
Team Building, Public Speaking, Microsoft Word, Human Resources, Client Relations Skills, Recruiting, Time Management, Training, Outlook, Coaching, Employee Relations, Leadership, Leadership Development, Sales
Education
University of Illinois Springfield 2003 — 2005
Bachelor of Arts, Criminal Justice
Andrew Cavalli's AXA Advisors Experience August 2012 - July 2013
Job Affiliate Manager at Universal Marketing Partners, LLC
Industry Financial Services
Experience
Universal Marketing Partners, LLC July 2013 - Present
Blog Meets Brand November 2013 - Present
AXA Advisors August 2012 - July 2013
E MORTGAGE MANAGEMENT, LLC January 2011 - August 2012
Highbridge Capital Management 2007 - 2009
JNK Securities April 2002 - April 2007
Skills
Series 7, Equities, Relationship Management, Sales, Marketing, Financial Analysis, Investments, Portfolio Management, Online Marketing, Online Advertising, Social Media Marketing, Digital Marketing, Social Media, Email Marketing, Mobile Marketing, PPC
Education
University of Maryland College Park 1994 — 1998
Bachelor of Arts, Economics
Universal Marketing Partners, LLC July 2013 - Present
Blog Meets Brand November 2013 - Present
AXA Advisors August 2012 - July 2013
E MORTGAGE MANAGEMENT, LLC January 2011 - August 2012
Highbridge Capital Management 2007 - 2009
JNK Securities April 2002 - April 2007
Skills
Series 7, Equities, Relationship Management, Sales, Marketing, Financial Analysis, Investments, Portfolio Management, Online Marketing, Online Advertising, Social Media Marketing, Digital Marketing, Social Media, Email Marketing, Mobile Marketing, PPC
Education
University of Maryland College Park 1994 — 1998
Bachelor of Arts, Economics
Alexis Solmo's AXA Advisors Experience December 2011 - Present
Job Investment Advisor Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
ING Financial Partners September 2007 - December 2011
Skills
Investment Planning
Education
University of Florida
Finance
AXA Advisors December 2011 - Present
ING Financial Partners September 2007 - December 2011
Skills
Investment Planning
Education
University of Florida
Finance
Konover Theodore's AXA Advisors Experience September 2008 - October 2012
Job Volunteer Patient/Family Service Representative at University of Miami Hospital
Industry Hospital & Health Care
Experience
University of Miami Hospital July 2014 - Present
Best Care November 2012 - May 2014
AXA Advisors September 2008 - October 2012
Skills
Retirement Planning, College Savings Plans, Annuities, Insurance Planning, Annuity, Wealth Accumulation, IRA's, IRA Rollovers, Disability Insurance, Long Term Care, Estate Planning, Roth IRA, Long-term Care, Financial Planners, Fixed Annuities, Small Business, Long Term Care Insurance, Investments, 401k, Health Insurance, Series 63, Retirement, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Wealth Management, Strategic Financial..., Employee Benefits, Medicare
Education
University of Hartford 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Miami Hospital July 2014 - Present
Best Care November 2012 - May 2014
AXA Advisors September 2008 - October 2012
Skills
Retirement Planning, College Savings Plans, Annuities, Insurance Planning, Annuity, Wealth Accumulation, IRA's, IRA Rollovers, Disability Insurance, Long Term Care, Estate Planning, Roth IRA, Long-term Care, Financial Planners, Fixed Annuities, Small Business, Long Term Care Insurance, Investments, 401k, Health Insurance, Series 63, Retirement, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Wealth Management, Strategic Financial..., Employee Benefits, Medicare
Education
University of Hartford 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Kathryn Berrong's AXA Advisors Experience May 2015 - Present
Job Client Relationship Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor’s Degree, Graphic Design
AXA Advisors May 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor’s Degree, Graphic Design
Harold Gates's AXA Advisors Experience August 2003 - December 2005
Job Vice President / Division Manager at First National Bank of Winchester
Industry Banking
Experience
First National Bank of Winchester 2006 - Present
AXA Advisors August 2003 - December 2005
First National Bank of Arenzville May 1999 - June 2003
Farm Business Farm Managment April 1993 - May 1999
Self Employed May 1984 - March 1993
Skills
Strategic Planning, Loans, Team Building, Banking, Budgets, Public Speaking, Sales Management, Government, Risk Management, Financial Analysis, Leadership, Coaching, Business Strategy, Program Management, Analysis, New Business Development, Customer Service, Sales
Education
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Agriculture
First National Bank of Winchester 2006 - Present
AXA Advisors August 2003 - December 2005
First National Bank of Arenzville May 1999 - June 2003
Farm Business Farm Managment April 1993 - May 1999
Self Employed May 1984 - March 1993
Skills
Strategic Planning, Loans, Team Building, Banking, Budgets, Public Speaking, Sales Management, Government, Risk Management, Financial Analysis, Leadership, Coaching, Business Strategy, Program Management, Analysis, New Business Development, Customer Service, Sales
Education
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Agriculture
Alex Chisholm's AXA Advisors Experience July 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2011 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning..., Executive Benefits..., Investment Advisory..., 401(k) Distribution..., Business Succession...
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
AXA Advisors July 2011 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning..., Executive Benefits..., Investment Advisory..., 401(k) Distribution..., Business Succession...
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Joseph Lachky's AXA Advisors Experience 2002 - Present
Job Client Relations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Equitable 2005 - Present
AXA Advisors 2002 - Present
Sears Roebuck 1972 - 2002
Skills
Insurance, Retirement Planning, Financial Planning, Strategic Planning, Life Insurance, Risk Management, Fixed Annuities, Financial Services, Asset Allocation, Investments, Team Building, Wealth Management, Series 7, Strategy, Disability Insurance, Management, Retirement, Estate Planning, Business Development
Education
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelors, Economics
AXA Equitable 2005 - Present
AXA Advisors 2002 - Present
Sears Roebuck 1972 - 2002
Skills
Insurance, Retirement Planning, Financial Planning, Strategic Planning, Life Insurance, Risk Management, Fixed Annuities, Financial Services, Asset Allocation, Investments, Team Building, Wealth Management, Series 7, Strategy, Disability Insurance, Management, Retirement, Estate Planning, Business Development
Education
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelors, Economics
Lillian Chong's AXA Advisors Experience 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2010 - Present
Education
University of Illinois at Urbana-Champaign 2004 — 2009
B.A., East Asian Languages and Cultures, Business
Conant High School 1999 — 2004
AXA Advisors 2010 - Present
Education
University of Illinois at Urbana-Champaign 2004 — 2009
B.A., East Asian Languages and Cultures, Business
Conant High School 1999 — 2004
Darwin Davis Jr's AXA Advisors Experience August 1987 - 2005
Job Program Manager at Urban League of Southern CT
Industry Nonprofit Organization Management
Experience
Urban League of Southern CT June 2008 - Present
Stamford Public Schoools May 2005 - 2008
AXA Advisors August 1987 - 2005
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Zoology
Urban League of Southern CT June 2008 - Present
Stamford Public Schoools May 2005 - 2008
AXA Advisors August 1987 - 2005
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Zoology
Aaron Capsel's AXA Advisors Experience January 1997 - July 1999
Job SVP Finance and Business Operations at Integra
Industry Telecommunications
Experience
Integra April 2015 - Present
Integra Telecom July 2012 - April 2015
Integra Telecom January 2009 - August 2012
US Foodservice December 1999 - September 2008
AXA Advisors January 1997 - July 1999
Skills
Telecommunications, Direct Sales, Financial Analysis, Account Management, Call Center, Customer Retention, Sales Management, Sales Process, Forecasting, Salesforce.com, Cash Flow Forecasting, Call Centers, Solution Selling, Finance, Managed Services, Strategic Partnerships, Cross-functional Team..., CRM, Selling, Sales Operations, Channel Partners, Business Development, Competitive Analysis, Cold Calling, Professional Services, P&L Management, Strategy
Education
University of Illinois at Urbana-Champaign 1995 — 1997
B.S., Finance
Keller Graduate School of Management 2009 — 2012
MBA
Integra April 2015 - Present
Integra Telecom July 2012 - April 2015
Integra Telecom January 2009 - August 2012
US Foodservice December 1999 - September 2008
AXA Advisors January 1997 - July 1999
Skills
Telecommunications, Direct Sales, Financial Analysis, Account Management, Call Center, Customer Retention, Sales Management, Sales Process, Forecasting, Salesforce.com, Cash Flow Forecasting, Call Centers, Solution Selling, Finance, Managed Services, Strategic Partnerships, Cross-functional Team..., CRM, Selling, Sales Operations, Channel Partners, Business Development, Competitive Analysis, Cold Calling, Professional Services, P&L Management, Strategy
Education
University of Illinois at Urbana-Champaign 1995 — 1997
B.S., Finance
Keller Graduate School of Management 2009 — 2012
MBA
Steven Lerche's AXA Advisors Experience 2013 - Present
Job Financial Professional at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors 2013 - Present
The First Tee April 2012 - August 2014
Thirsty Terps September 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Economics, Public Speaking, Sales, Customer Service, Retirement Planning, Social Networking, Investment Strategies
Education
University of Maryland College Park
AXA Advisors 2013 - Present
The First Tee April 2012 - August 2014
Thirsty Terps September 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Economics, Public Speaking, Sales, Customer Service, Retirement Planning, Social Networking, Investment Strategies
Education
University of Maryland College Park
Christopher Itri's AXA Advisors Experience May 2012 - December 2014
Job Budget Analyst
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System August 2015 - Present
Paradise Restaurant October 2014 - August 2015
7eleven February 2013 - April 2015
AXA Advisors May 2012 - December 2014
The Comfort Diner May 2010 - December 2011
Catholic Charities CYO July 2005 - August 2011
Skills
Accounting, PowerPoint, Internet, Customer Relations, Investments, Marketing, Microsoft Office, Public Speaking, Leadership, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Social Networking, Time Management, Research
Education
Brooklyn College - CUNY 2011 — 2015
Bachelor of Business Administration, Accounting, 3.45
University of Maryland College Park 2009 — 2011
Associate's degree, Economics
North Shore-LIJ Health System August 2015 - Present
Paradise Restaurant October 2014 - August 2015
7eleven February 2013 - April 2015
AXA Advisors May 2012 - December 2014
The Comfort Diner May 2010 - December 2011
Catholic Charities CYO July 2005 - August 2011
Skills
Accounting, PowerPoint, Internet, Customer Relations, Investments, Marketing, Microsoft Office, Public Speaking, Leadership, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Social Networking, Time Management, Research
Education
Brooklyn College - CUNY 2011 — 2015
Bachelor of Business Administration, Accounting, 3.45
University of Maryland College Park 2009 — 2011
Associate's degree, Economics
Ann Okafor's AXA Advisors Experience March 2014 - May 2015
Job Teacher at Alief ISD
Industry Education Management
Experience
Alief ISD August 2015 - Present
AXA Advisors March 2014 - May 2015
Skills
Investments, Insurance, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Life Insurance, Wealth Management, Financial Services, Portfolio Management
Education
University of Houston 2011 — 2013
Bachelor of Arts (B.A.), Finance, General
Alief ISD August 2015 - Present
AXA Advisors March 2014 - May 2015
Skills
Investments, Insurance, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Life Insurance, Wealth Management, Financial Services, Portfolio Management
Education
University of Houston 2011 — 2013
Bachelor of Arts (B.A.), Finance, General
rich latta's AXA Advisors Experience April 2015 - Present
Job
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Education
Pope John XXIII
High School
Tabor Academy
High School
University of Massachusetts Dartmouth
AXA Advisors April 2015 - Present
Education
Pope John XXIII
High School
Tabor Academy
High School
University of Massachusetts Dartmouth
Brian Mallen's AXA Advisors Experience August 2012 - February 2013
Job Sr. Operations Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2013 - Present
AXA Advisors August 2012 - February 2013
U of I Extension Financial Wellness Program August 2011 - December 2011
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Consumer Economics and Finance
Envestnet, Inc February 2013 - Present
AXA Advisors August 2012 - February 2013
U of I Extension Financial Wellness Program August 2011 - December 2011
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Consumer Economics and Finance
Howard Whitney's AXA Advisors Experience February 2011 - Present
Job
Industry Financial Services
Experience
AXA Advisors February 2011 - Present
Education
University of Maryland College Park 2008 — 2010
Bachelor's Degree, Economics
AXA Advisors February 2011 - Present
Education
University of Maryland College Park 2008 — 2010
Bachelor's Degree, Economics
Samuel Gaines's AXA Advisors Experience February 2008 - December 2011
Job Practice Manager at Beverly M. Gaines, M.D. & Associates, PSC
Industry Health, Wellness and Fitness
Experience
Beverly M. Gaines, M.D. & Associates, PSC January 2011 - Present
AXA Advisors February 2008 - December 2011
Education
University of Kentucky 2002 — 2007
Bachelor's Degree, Marketing
Beverly M. Gaines, M.D. & Associates, PSC January 2011 - Present
AXA Advisors February 2008 - December 2011
Education
University of Kentucky 2002 — 2007
Bachelor's Degree, Marketing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO