AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
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AXA Advisors Employees
Employee
Years
Job
Industry
Joseph Schindel Joseph Schindel's AXA Advisors Experience September 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Sherwin Williams June 2011 - April 2014
Education
University of Mount Union 2010 — 2014
Bachelor of Science (BS), Finance, General
AXA Advisors September 2014 - Present
Sherwin Williams June 2011 - April 2014
Education
University of Mount Union 2010 — 2014
Bachelor of Science (BS), Finance, General
David S. Ryan David S. Ryan's AXA Advisors Experience August 2008 - March 2009
Job Portfolio Management
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Dulce Lee Madlangbayan Dulce Lee Madlangbayan's AXA Advisors Experience May 2013 - July 2013
Job Account Manager at Wallace Specialty Insurance Group, LLC
Industry Financial Services
Experience
Wallace Specialty Insurance Group, LLC May 2015 - Present
Truluck's Seafood, Steak and Crab House October 2014 - May 2015
State Farm September 2014 - May 2015
Del Frisco's Restaurant Group January 2014 - May 2015
University of North Texas October 2011 - September 2014
Paladin Consulting July 2013 - January 2014
AXA Advisors May 2013 - July 2013
U.S. Risk Insurance Group June 2012 - August 2012
Sport Clips Haircuts April 2010 - January 2011
Firehouse Subs June 2009 - December 2009
Skills
Data Entry, Customer Service, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Teamwork, Event Planning, Facebook, Access, Social Media, Team Leadership, Recruiting, Data Analysis, Leadership, Research, Public Speaking
Education
University of North Texas 2009 — 2013
Bachelor's Degree, Risk Management, Insurance, & Financial Services
Garland High School 2005 — 2009
High School Diploma
Wallace Specialty Insurance Group, LLC May 2015 - Present
Truluck's Seafood, Steak and Crab House October 2014 - May 2015
State Farm September 2014 - May 2015
Del Frisco's Restaurant Group January 2014 - May 2015
University of North Texas October 2011 - September 2014
Paladin Consulting July 2013 - January 2014
AXA Advisors May 2013 - July 2013
U.S. Risk Insurance Group June 2012 - August 2012
Sport Clips Haircuts April 2010 - January 2011
Firehouse Subs June 2009 - December 2009
Skills
Data Entry, Customer Service, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Teamwork, Event Planning, Facebook, Access, Social Media, Team Leadership, Recruiting, Data Analysis, Leadership, Research, Public Speaking
Education
University of North Texas 2009 — 2013
Bachelor's Degree, Risk Management, Insurance, & Financial Services
Garland High School 2005 — 2009
High School Diploma
R. Jason Armstrong R. Jason Armstrong's AXA Advisors Experience September 2006 - Present
Job Managing Partner of The Business Strategies Group of Illinois
Industry Financial Services
Experience
The Business Strategies Group of Illinois 2011 - Present
AXA Advisors September 2006 - Present
Olde/H&R Block Financial Advisors June 1997 - August 2006
Education
University of Michigan 1993 — 1997
Economics
Hillsboro High School
The Business Strategies Group of Illinois 2011 - Present
AXA Advisors September 2006 - Present
Olde/H&R Block Financial Advisors June 1997 - August 2006
Education
University of Michigan 1993 — 1997
Economics
Hillsboro High School
Tucker Piner Tucker Piner's AXA Advisors Experience June 2012 - March 2013
Job Sales Associate at Bloomberg Government
Industry Government Relations
Experience
Bloomberg Government May 2014 - Present
Townhall Media August 2013 - May 2014
AXA Advisors June 2012 - March 2013
Business Council for International Understanding May 2011 - July 2011
Teach For America August 2010 - May 2011
Interfraterntiy Council 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Customer Service, Social Media, Photoshop, Event Planning, Strategic Planning, English, Public Relations, Editing, Teaching, Windows, Leadership, Bloomberg Software, Bloomberg Terminal, Sales
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Management and Society
Bloomberg Government May 2014 - Present
Townhall Media August 2013 - May 2014
AXA Advisors June 2012 - March 2013
Business Council for International Understanding May 2011 - July 2011
Teach For America August 2010 - May 2011
Interfraterntiy Council 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Customer Service, Social Media, Photoshop, Event Planning, Strategic Planning, English, Public Relations, Editing, Teaching, Windows, Leadership, Bloomberg Software, Bloomberg Terminal, Sales
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Management and Society
Peter Donarski Peter Donarski's AXA Advisors Experience 2006 - 2010
Job Account Executive I Business Development I Inside Sales I SaaS Sales at Digimind
Industry Information Technology and Services
Experience
Digimind June 2015 - Present
Purple Cloud 2015 - June 2015
First Data Corporation 2010 - 2014
AXA Advisors 2006 - 2010
First Swiss AG 2003 - 2005
Skills
Management, B2B, Selling, Strategy, Mobile Devices, Retail, Investments, Salesforce.com, Sales, E-commerce, Small Business, Training, Direct Sales, Sales Process, Account Management, Banking, Account Relationship, Sales Prospecting, Negotiation, Pricing Strategy, Big Data, Big Data Analytics, M-commerce, Mentoring, Coaching, Payments, Payment Industry, Payment Solutions, Hadoop, SaaS, Enterprise Software, Software Sales, Forecasting, Inside Sales, Lead Generation, Pipeline Management, Closing Abilities, Sales Presentations, Cold Calling, Disruptive Technologies, Value Based Selling, Data Analytics, Business Intelligence, Capital Markets, Data Storage..., Data Science, Data Management, Enterprise Storage
Education
University of Minnesota - Carlson School of Management 1997 — 2002
Bachelor's Degree, Double Major : International Business and Marketing Minor: Spanish
PROFESSIONAL DEVELOPMENT
Digimind June 2015 - Present
Purple Cloud 2015 - June 2015
First Data Corporation 2010 - 2014
AXA Advisors 2006 - 2010
First Swiss AG 2003 - 2005
Skills
Management, B2B, Selling, Strategy, Mobile Devices, Retail, Investments, Salesforce.com, Sales, E-commerce, Small Business, Training, Direct Sales, Sales Process, Account Management, Banking, Account Relationship, Sales Prospecting, Negotiation, Pricing Strategy, Big Data, Big Data Analytics, M-commerce, Mentoring, Coaching, Payments, Payment Industry, Payment Solutions, Hadoop, SaaS, Enterprise Software, Software Sales, Forecasting, Inside Sales, Lead Generation, Pipeline Management, Closing Abilities, Sales Presentations, Cold Calling, Disruptive Technologies, Value Based Selling, Data Analytics, Business Intelligence, Capital Markets, Data Storage..., Data Science, Data Management, Enterprise Storage
Education
University of Minnesota - Carlson School of Management 1997 — 2002
Bachelor's Degree, Double Major : International Business and Marketing Minor: Spanish
PROFESSIONAL DEVELOPMENT
Daniel Nash Daniel Nash's AXA Advisors Experience August 2014 - Present
Job Helping Clients Build, Manage, and Protect their Wealth focusing on TaxEfficient, RiskBased Planning
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
Schneider National August 2012 - May 2014
Schneider National June 2011 - July 2012
University of Michigan 2009 - 2010
University of Michigan 2009 - 2010
Education
University of Michigan
AXA Advisors August 2014 - Present
Schneider National August 2012 - May 2014
Schneider National June 2011 - July 2012
University of Michigan 2009 - 2010
University of Michigan 2009 - 2010
Education
University of Michigan
Nicholas Berg Nicholas Berg's AXA Advisors Experience May 2009 - August 2009
Job Senior Auditor at Media Audits International
Industry Accounting
Experience
Media Audits International August 2010 - Present
Bank of the West May 2008 - July 2010
AXA Advisors May 2009 - August 2009
Skills
Internal Audit, Team Leadership, Accounting, Management, Highly Dedicated, Efficiency, Pay Close Attention to..., Microsoft Excel, Microsoft Word, Reliable, Organization, Oral & Written..., Auditing, Internal Controls
Education
University of Nebraska-Lincoln 2006 — 2009
Bachelor's Degree, Accounting, 3.4 GPA
Media Audits International August 2010 - Present
Bank of the West May 2008 - July 2010
AXA Advisors May 2009 - August 2009
Skills
Internal Audit, Team Leadership, Accounting, Management, Highly Dedicated, Efficiency, Pay Close Attention to..., Microsoft Excel, Microsoft Word, Reliable, Organization, Oral & Written..., Auditing, Internal Controls
Education
University of Nebraska-Lincoln 2006 — 2009
Bachelor's Degree, Accounting, 3.4 GPA
Cameron Mellin Cameron Mellin's AXA Advisors Experience February 2011 - October 2011
Job Derivatives Clearing Senior Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Credit Suisse May 2013 - December 2013
Credit Suisse April 2012 - April 2013
Ivy Cottage June 2011 - November 2011
AXA Advisors February 2011 - October 2011
Hawthorne Swim Club June 2010 - August 2010
Skills
Business Planning, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing Strategy, Outlook, Time Management, Accounting, Teamwork, Account Management, Data Entry, Public Speaking, Risk Management, Management
Education
Universitat de València 2010 — 2011
IMBA, Business Administration
University of North Carolina at Wilmington 2006 — 2011
BS & MBA, Finance, International Finance
Credit Suisse January 2014 - Present
Credit Suisse May 2013 - December 2013
Credit Suisse April 2012 - April 2013
Ivy Cottage June 2011 - November 2011
AXA Advisors February 2011 - October 2011
Hawthorne Swim Club June 2010 - August 2010
Skills
Business Planning, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing Strategy, Outlook, Time Management, Accounting, Teamwork, Account Management, Data Entry, Public Speaking, Risk Management, Management
Education
Universitat de València 2010 — 2011
IMBA, Business Administration
University of North Carolina at Wilmington 2006 — 2011
BS & MBA, Finance, International Finance
Celeste Renaldo Celeste Renaldo's AXA Advisors Experience 2000 - 2002
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2002 - Present
AXA Advisors 2000 - 2002
Skills
Relationship Management, Retirem, retirement income, Multi-generational..., Financial Analysis, Mutual Funds, Business Owner Planning, 401k Rollovers, Asset Allocation, Financial Services, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1992
M.B.A., Finance
University of North Carolina at Charlotte - Belk College of Business 1987 — 1989
B.S., Business
Northampton Community College 1969 — 1971
AAS, Dental Hygiene
Wells Fargo Advisors June 2002 - Present
AXA Advisors 2000 - 2002
Skills
Relationship Management, Retirem, retirement income, Multi-generational..., Financial Analysis, Mutual Funds, Business Owner Planning, 401k Rollovers, Asset Allocation, Financial Services, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1992
M.B.A., Finance
University of North Carolina at Charlotte - Belk College of Business 1987 — 1989
B.S., Business
Northampton Community College 1969 — 1971
AAS, Dental Hygiene
Troy Wada's AXA Advisors Experience July 2009 - April 2013
Job Helping clients and advisors "DreamPlanLive"
Industry Financial Services
Experience
INPAC Wealth Solutions Member of The Pacific Bridge Companies Ohana Network May 2013 - Present
AXA Advisors July 2009 - April 2013
Skills
Retirement, Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., FINRA Series 7, 66, 24, Succession Planning, Series 7, IRAs, Fixed Annuities, 401k, Mutual Funds, Portfolio Management, Asset Allocation, Securities, Entrepreneurship, Team Leadership, Financial Planning, FINRA
Education
University of Northern Colorado 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
INPAC Wealth Solutions Member of The Pacific Bridge Companies Ohana Network May 2013 - Present
AXA Advisors July 2009 - April 2013
Skills
Retirement, Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., FINRA Series 7, 66, 24, Succession Planning, Series 7, IRAs, Fixed Annuities, 401k, Mutual Funds, Portfolio Management, Asset Allocation, Securities, Entrepreneurship, Team Leadership, Financial Planning, FINRA
Education
University of Northern Colorado 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Larry Mah Larry Mah's AXA Advisors Experience January 2014 - Present
Job Branch Controls Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
New England Financial, a MetLife company December 2011 - December 2013
Ameriprise Financial May 2007 - December 2011
Education
University of North Carolina at Charlotte 1982 — 1987
BA, Business Administration
AXA Advisors January 2014 - Present
New England Financial, a MetLife company December 2011 - December 2013
Ameriprise Financial May 2007 - December 2011
Education
University of North Carolina at Charlotte 1982 — 1987
BA, Business Administration
Christi Alexander Christi Alexander's AXA Advisors Experience May 2011 - May 2012
Job Lead Buyers Agent
Industry Real Estate
Experience
Keller Williams Realty Saint Louis August 2015 - Present
Summit Wealth Strategies, LLC April 2012 - July 2015
City of Brentwood August 2005 - August 2013
AXA Advisors May 2011 - May 2012
Virtual Chapter, University of Missouri January 2011 - May 2011
Clayco, Inc May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Morningstar, JD Edwards, Final Cut Pro, Microsoft Office, Financial Analysis, E-money, RecTrac, Customer Service, Insurance, Accounting, Budgets, Management, Finance, Payroll
Education
University of Missouri-Columbia, College of Business 2008 — 2011
Bachelors, Finance and Real Estate
Keller Williams Realty Saint Louis August 2015 - Present
Summit Wealth Strategies, LLC April 2012 - July 2015
City of Brentwood August 2005 - August 2013
AXA Advisors May 2011 - May 2012
Virtual Chapter, University of Missouri January 2011 - May 2011
Clayco, Inc May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Morningstar, JD Edwards, Final Cut Pro, Microsoft Office, Financial Analysis, E-money, RecTrac, Customer Service, Insurance, Accounting, Budgets, Management, Finance, Payroll
Education
University of Missouri-Columbia, College of Business 2008 — 2011
Bachelors, Finance and Real Estate
Nate Stevens's AXA Advisors Experience April 2015 - Present
Job Financial Planning Intern at AXA Advisors
Industry
Experience
AXA Advisors April 2015 - Present
UNL Campus Rec Center March 2015 - Present
UNL Campus Rec Center August 2012 - Present
College Works Painting January 2014 - January 2015
College Works Painting March 2013 - August 2013
Skills
Sales, Leadership, Networking, Recruiting, Sales Management, CRM, Public Speaking, Communication, Customer Service, Social Media, Sales Trainings, Hiring, Business Travel, Marketing
Education
University of Nebraska-Lincoln 2012 — 2016
Kearney High School 2008 — 2012
AXA Advisors April 2015 - Present
UNL Campus Rec Center March 2015 - Present
UNL Campus Rec Center August 2012 - Present
College Works Painting January 2014 - January 2015
College Works Painting March 2013 - August 2013
Skills
Sales, Leadership, Networking, Recruiting, Sales Management, CRM, Public Speaking, Communication, Customer Service, Social Media, Sales Trainings, Hiring, Business Travel, Marketing
Education
University of Nebraska-Lincoln 2012 — 2016
Kearney High School 2008 — 2012
Amber McCrea's AXA Advisors Experience June 2013 - November 2014
Job Marketing Programs Specialist
Industry Marketing and Advertising
Experience
Boyd Gaming November 2014 - August 2015
AXA Advisors June 2013 - November 2014
Opportunity Village December 2012 - June 2013
TEAM Enterprises 2012 - 2013
Blondies Bar and Grill June 2011 - December 2012
Skills
Marketing, Event Management, Public Relations, Event Planning, Social Media, Sales, Marketing Communications, Social Networking, Marketing Strategy, Office Administration, Customer Service, Facebook, Hospitality, Social Media Marketing, Account Management, Advertising, Budgets, Direct Marketing, Email Marketing, Leadership, Management, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Online Advertising, Outlook, PowerPoint, Public Speaking, Research, Sports Marketing, Time Management, Trade Shows, Training
Education
University of Nevada-Las Vegas 2008 — 2012
Bachelor of Science (BS) in Business Administration, Marketing
Boyd Gaming November 2014 - August 2015
AXA Advisors June 2013 - November 2014
Opportunity Village December 2012 - June 2013
TEAM Enterprises 2012 - 2013
Blondies Bar and Grill June 2011 - December 2012
Skills
Marketing, Event Management, Public Relations, Event Planning, Social Media, Sales, Marketing Communications, Social Networking, Marketing Strategy, Office Administration, Customer Service, Facebook, Hospitality, Social Media Marketing, Account Management, Advertising, Budgets, Direct Marketing, Email Marketing, Leadership, Management, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Online Advertising, Outlook, PowerPoint, Public Speaking, Research, Sports Marketing, Time Management, Trade Shows, Training
Education
University of Nevada-Las Vegas 2008 — 2012
Bachelor of Science (BS) in Business Administration, Marketing
Laurie Allen Laurie Allen's AXA Advisors Experience 2007 - Present
Job Financial consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
Skills
CA Insurance Lic #..., Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Series 7, series 66
Education
University of Nevada Las Vegas Lee Business School
Bachelor's of science business administration, Finance
AXA Advisors 2007 - Present
Skills
CA Insurance Lic #..., Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Series 7, series 66
Education
University of Nevada Las Vegas Lee Business School
Bachelor's of science business administration, Finance
Cameron Chapman Cameron Chapman's AXA Advisors Experience February 2004 - Present
Job Retirement Benefits Specialist Tax Sheltered Plans at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2004 - Present
Skills
Investment Strategies, Risk Management, Wealth Management
Education
University of Michigan 1998 — 2000
AXA Advisors February 2004 - Present
Skills
Investment Strategies, Risk Management, Wealth Management
Education
University of Michigan 1998 — 2000
Matthew Rein Matthew Rein's AXA Advisors Experience August 2013 - May 2014
Job Internal Workers Comp
Industry Financial Services
Experience
Applied Underwriters August 2015 - Present
Omaha Public Schools October 2012 - Present
Heritage Financial Services January 2015 - July 2015
AXA Advisors August 2013 - May 2014
Northwestern Mutual August 2009 - July 2013
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Education Funding, Strategic Financial..., Disability Insurance, Long Term Care Insurance, IRAs
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science in Business Administration, Banking, Finance, and Investment Science Portfolio Management
Abilene High School 2002 — 2006
High School Diploma, General Studies
Applied Underwriters August 2015 - Present
Omaha Public Schools October 2012 - Present
Heritage Financial Services January 2015 - July 2015
AXA Advisors August 2013 - May 2014
Northwestern Mutual August 2009 - July 2013
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Education Funding, Strategic Financial..., Disability Insurance, Long Term Care Insurance, IRAs
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science in Business Administration, Banking, Finance, and Investment Science Portfolio Management
Abilene High School 2002 — 2006
High School Diploma, General Studies
Dan Balderston Dan Balderston's AXA Advisors Experience January 2013 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
AXA Advisors 2007 - December 2012
Education
University of Oklahoma 2003 — 2007
Bachelor of Science (B.S.), Finance, General
AXA Advisors January 2013 - Present
AXA Advisors 2007 - December 2012
Education
University of Oklahoma 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Steven Warrow Steven Warrow's AXA Advisors Experience September 2011 - May 2012
Job Financial Sales
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. September 2013 - January 2015
Quicken Loans November 2012 - July 2013
AXA Advisors September 2011 - May 2012
Education
University of Michigan 2005 — 2009
BGS, Economics, History
Flexible Plan Investments, Ltd. September 2013 - January 2015
Quicken Loans November 2012 - July 2013
AXA Advisors September 2011 - May 2012
Education
University of Michigan 2005 — 2009
BGS, Economics, History
Macie Melton Macie Melton's AXA Advisors Experience March 2015 - Present
Job Senior Independent Beauty Consultant at Mary Kay Inc.
Industry Management Consulting
Experience
AXA Advisors March 2015 - Present
Mary Kay Inc. November 2012 - Present
AXA Advisors 2014 - February 2015
Red Ventures 2013 - 2013
Perfect Fit Industries 2012 - 2012
Skills
Merchandising, Microsoft Excel, Microsoft Office, Customer Service, QuickBooks, Trend, Pricing, Sales, Inventory Management, Marketing, Leadership, Team Building, Selling, Salesforce.com, Consumer Products, Retail
Education
University of North Carolina at Charlotte 2008 — 2012
B.S.B.A Management, Business Administration and Management, General
AXA Advisors March 2015 - Present
Mary Kay Inc. November 2012 - Present
AXA Advisors 2014 - February 2015
Red Ventures 2013 - 2013
Perfect Fit Industries 2012 - 2012
Skills
Merchandising, Microsoft Excel, Microsoft Office, Customer Service, QuickBooks, Trend, Pricing, Sales, Inventory Management, Marketing, Leadership, Team Building, Selling, Salesforce.com, Consumer Products, Retail
Education
University of North Carolina at Charlotte 2008 — 2012
B.S.B.A Management, Business Administration and Management, General
James P. Mellin, ChFC, CLU James P. Mellin, ChFC, CLU's AXA Advisors Experience September 2014 - Present
Job Chief Sales Officer at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
AXA Advisors, LLC July 2003 - September 2014
AXA Advisors, LLC January 2000 - July 2003
AXA Advisors, LLC 1992 - 2000
AXA Advisors, LLC 1988 - 1992
Education
University of Michigan 1984 — 1988
Bachelors, Psychology
AXA Advisors September 2014 - Present
AXA Advisors, LLC July 2003 - September 2014
AXA Advisors, LLC January 2000 - July 2003
AXA Advisors, LLC 1992 - 2000
AXA Advisors, LLC 1988 - 1992
Education
University of Michigan 1984 — 1988
Bachelors, Psychology
Jonathan Baer Jonathan Baer's AXA Advisors Experience December 2013 - September 2014
Job Technical Recruiter at Brooksource
Industry Financial Services
Experience
Brooksource June 2015 - Present
Commerce Bank September 2014 - June 2015
AXA Advisors December 2013 - September 2014
Sangamon County Circuit Clerks/ States Attourney Office May 2012 - August 2012
Skills
Licensed Life & Health..., Research, Retirement, Finance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Consumer Lending, Financial Planning, Nonprofits, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Communication, General
Brooksource June 2015 - Present
Commerce Bank September 2014 - June 2015
AXA Advisors December 2013 - September 2014
Sangamon County Circuit Clerks/ States Attourney Office May 2012 - August 2012
Skills
Licensed Life & Health..., Research, Retirement, Finance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Consumer Lending, Financial Planning, Nonprofits, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Communication, General
Susan McKee Susan McKee's AXA Advisors Experience 2004 - Present
Job Marketing Manager
Industry Financial Services
Experience
AXA Advisors 2004 - Present
ING Funds January 2000 - June 2004
Skills
Salesforce.com, Series 7, Series 63, Mutual Funds, Asset Allocation, Life Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Retirement, Financial Services
Education
University of Nebraska-Lincoln 1992 — 1996
Marketing
Shelby Public School 1980 — 1992
AXA Advisors 2004 - Present
ING Funds January 2000 - June 2004
Skills
Salesforce.com, Series 7, Series 63, Mutual Funds, Asset Allocation, Life Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Retirement, Financial Services
Education
University of Nebraska-Lincoln 1992 — 1996
Marketing
Shelby Public School 1980 — 1992
Guy Brown Guy Brown's AXA Advisors Experience October 2009 - April 2011
Job Owner at BP Investment Group KC LLC
Industry Management Consulting
Experience
BP Investment Group KC LLC November 2013 - Present
State Street March 2012 - June 2013
Citi January 2012 - March 2012
AXA Advisors October 2009 - April 2011
Liquidity Capital Management July 2007 - March 2011
The Home Depot July 2006 - June 2008
Skills
Risk Management
Education
University of Missouri-Columbia 2005 — 2009
Business Administration, Finance
Cass Midway 2001 — 2005
BP Investment Group KC LLC November 2013 - Present
State Street March 2012 - June 2013
Citi January 2012 - March 2012
AXA Advisors October 2009 - April 2011
Liquidity Capital Management July 2007 - March 2011
The Home Depot July 2006 - June 2008
Skills
Risk Management
Education
University of Missouri-Columbia 2005 — 2009
Business Administration, Finance
Cass Midway 2001 — 2005
Melodie Andrighetti Melodie Andrighetti's AXA Advisors Experience 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
Skills
Retirement, Insurance, Retirement Planning, 529 Plans, Variable Annuities, Life Insurance, Securities
Education
Torrington High School 2000 — 2004
University of New England
AXA Advisors 2012 - Present
Skills
Retirement, Insurance, Retirement Planning, 529 Plans, Variable Annuities, Life Insurance, Securities
Education
Torrington High School 2000 — 2004
University of New England
James Mundy James Mundy's AXA Advisors Experience March 2005 - June 2009
Job Owner, CORE Financial Group
Industry Financial Services
Experience
CORE Financial Group January 2009 - Present
AXA Advisors March 2005 - June 2009
Hantz Financial March 2003 - March 2005
Tri-County Medical Clinic January 2002 - March 2003
Physiotherapy Associates 2001 - 2003
Education
University of Michigan-Flint 1998 — 2001
University of Michigan-Dearborn 1996 — 1998
Lake Orion high school 1994 — 1996
CORE Financial Group January 2009 - Present
AXA Advisors March 2005 - June 2009
Hantz Financial March 2003 - March 2005
Tri-County Medical Clinic January 2002 - March 2003
Physiotherapy Associates 2001 - 2003
Education
University of Michigan-Flint 1998 — 2001
University of Michigan-Dearborn 1996 — 1998
Lake Orion high school 1994 — 1996
Michael Mammes's AXA Advisors Experience May 2014 - April 2015
Job Account Administrator at Lockton Retirement Services
Industry Financial Services
Experience
Lockton Retirement Services May 2015 - Present
Lockton Retirement Services January 2015 - May 2015
AXA Advisors May 2014 - April 2015
Lloyd's of London October 2014 - October 2014
AXA Advisors January 2014 - May 2014
UNC Charlotte Recreational Services April 2013 - April 2014
Skills
Mutual Funds, Asset Allocation, Variable Annuities, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Social Security, Team Leadership, Microsoft Excel, Microsoft Word, Time Management, Critical Thinking, Customer Satisfaction, Creativity, Salesforce.com
Education
University of North Carolina at Charlotte 2011 — 2015
B.S.B.A, Finance (Risk Management and Insurance), 3.5
Lockton Retirement Services May 2015 - Present
Lockton Retirement Services January 2015 - May 2015
AXA Advisors May 2014 - April 2015
Lloyd's of London October 2014 - October 2014
AXA Advisors January 2014 - May 2014
UNC Charlotte Recreational Services April 2013 - April 2014
Skills
Mutual Funds, Asset Allocation, Variable Annuities, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Social Security, Team Leadership, Microsoft Excel, Microsoft Word, Time Management, Critical Thinking, Customer Satisfaction, Creativity, Salesforce.com
Education
University of North Carolina at Charlotte 2011 — 2015
B.S.B.A, Finance (Risk Management and Insurance), 3.5
Hugh F. Hale III Hugh F. Hale III's AXA Advisors Experience 2004 - 2010
Job President at Financial Architects Of The Low Country
Industry Financial Services
Experience
Financial Architects Of The Low Country 2010 - Present
AXA Advisors 2004 - 2010
National Bank of Commerce 2002 - 2004
First Union 2000 - 2002
United Lending Company 1995 - 2000
Skills
Finance, Retirement Planning, Private Banking, Retirement, Wealth Management, Small Business, Financial Planners, Strategic Financial..., Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 7, Wealth, Investment Advisory, Financial Planning, Strategic Planning, Insurance
Education
NAIFA LILI Leadership School 2014 — 2014
life insurance, completed
Leadership Savannah 2002 — 2004
leadrship management
University of Mississippi 1990 — 1994
English, Liberal Arts and Sciences/Liberal Studies
University of Pennsylvania - The Wharton School
Retirement Program
Financial Architects Of The Low Country 2010 - Present
AXA Advisors 2004 - 2010
National Bank of Commerce 2002 - 2004
First Union 2000 - 2002
United Lending Company 1995 - 2000
Skills
Finance, Retirement Planning, Private Banking, Retirement, Wealth Management, Small Business, Financial Planners, Strategic Financial..., Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 7, Wealth, Investment Advisory, Financial Planning, Strategic Planning, Insurance
Education
NAIFA LILI Leadership School 2014 — 2014
life insurance, completed
Leadership Savannah 2002 — 2004
leadrship management
University of Mississippi 1990 — 1994
English, Liberal Arts and Sciences/Liberal Studies
University of Pennsylvania - The Wharton School
Retirement Program
Barbara (Harris) Marshall Barbara (Harris) Marshall's AXA Advisors Experience January 2000 - Present
Job financial at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2000 - Present
Skills
Salesforce.com, Management, Financial Analysis, Financial Risk, Risk Assessment, Research, Electronic Trading, Investments, Customer Service, Morningstar, Finance, Account Management, Financial Modeling, Financial Reporting, Investment Strategies, ETFs, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Administration, Office Management, Social Networking, Microsoft Office, Leadership, Social Media, Budgets, Equity Research, Equity Trading, Front to Back Office, Digital Signatures, Marketing, Social Media Marketing, Volunteering
Education
University of North Florida 2004 — 2007
Bachelor's Degree
AXA Advisors January 2000 - Present
Skills
Salesforce.com, Management, Financial Analysis, Financial Risk, Risk Assessment, Research, Electronic Trading, Investments, Customer Service, Morningstar, Finance, Account Management, Financial Modeling, Financial Reporting, Investment Strategies, ETFs, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Administration, Office Management, Social Networking, Microsoft Office, Leadership, Social Media, Budgets, Equity Research, Equity Trading, Front to Back Office, Digital Signatures, Marketing, Social Media Marketing, Volunteering
Education
University of North Florida 2004 — 2007
Bachelor's Degree
Jacob Gilbert Jacob Gilbert's AXA Advisors Experience March 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
Grand Aerie, Fraternal Order of Eagles October 2013 - January 2014
Subway of Morris April 2013 - October 2013
Skills
Customer Service, Event Management, Leadership, Public Speaking, Sales, Microsoft Excel, Event Planning, Social Media, Team Building, Microsoft Office, Management
Education
University of Minnesota-Morris 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Minnesota-Morris 2010 — 2013
Bachelor's Degree, Sociology
AXA Advisors March 2014 - Present
Grand Aerie, Fraternal Order of Eagles October 2013 - January 2014
Subway of Morris April 2013 - October 2013
Skills
Customer Service, Event Management, Leadership, Public Speaking, Sales, Microsoft Excel, Event Planning, Social Media, Team Building, Microsoft Office, Management
Education
University of Minnesota-Morris 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Minnesota-Morris 2010 — 2013
Bachelor's Degree, Sociology
Douglas Propeck Douglas Propeck's AXA Advisors Experience August 2004 - January 2014
Job Innovative Financial Services Executive/Collaborative Leader/Strategic Team Builder
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2014 - Present
AXA Advisors August 2004 - January 2014
AXA Advisors June 2003 - August 2004
AXA Advisors October 2000 - June 2003
AXA Advisors June 1996 - October 2000
AXA Advisors August 1993 - June 1996
Skills
Leadership, Asset Management, Estate Planning, Financial Advisory, Team Building
Education
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance
Cetera Advisor Networks LLC June 2014 - Present
AXA Advisors August 2004 - January 2014
AXA Advisors June 2003 - August 2004
AXA Advisors October 2000 - June 2003
AXA Advisors June 1996 - October 2000
AXA Advisors August 1993 - June 1996
Skills
Leadership, Asset Management, Estate Planning, Financial Advisory, Team Building
Education
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance
Ashley Boyd's AXA Advisors Experience May 2007 - August 2008
Job Mission & Unmanned Systems (MUMS) Program Management Support at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin January 2015 - Present
Lockheed Martin January 2013 - January 2015
Lockheed Martin - Corporate Engineering & Technology January 2012 - January 2013
Lockheed Martin MS2 - Mission & Unmanned Systems June 2010 - January 2012
Lockheed Martin MS2 - Manufacturing Facility August 2008 - June 2010
AXA Advisors May 2007 - August 2008
Skills
Earned Value Management, DoD, Government Contracting, Commercial Contracting, Economic Development..., SAP system, COBRA, Certified Green Belt, Financial Leadership..., Audit Professionals, IIA Standards, Internal Audit, Internal/External..., Defense, Risk Management, Program Management, Auditing, AS9100, Corporate Finance, Aerospace, Green Belt, Finance, Management Consulting, Defense Contracting, Six Sigma
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Business Administration (M.B.A.), Masters of Business Administration (MBA)
Hamline University 2006 — 2008
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Lockheed Martin January 2015 - Present
Lockheed Martin January 2013 - January 2015
Lockheed Martin - Corporate Engineering & Technology January 2012 - January 2013
Lockheed Martin MS2 - Mission & Unmanned Systems June 2010 - January 2012
Lockheed Martin MS2 - Manufacturing Facility August 2008 - June 2010
AXA Advisors May 2007 - August 2008
Skills
Earned Value Management, DoD, Government Contracting, Commercial Contracting, Economic Development..., SAP system, COBRA, Certified Green Belt, Financial Leadership..., Audit Professionals, IIA Standards, Internal Audit, Internal/External..., Defense, Risk Management, Program Management, Auditing, AS9100, Corporate Finance, Aerospace, Green Belt, Finance, Management Consulting, Defense Contracting, Six Sigma
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Business Administration (M.B.A.), Masters of Business Administration (MBA)
Hamline University 2006 — 2008
Bachelor of Arts (B.A.), Business Administration, Management and Operations
James A. Shaw James A. Shaw's AXA Advisors Experience November 2011 - Present
Job Executive Vice President of the Central Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
Brian Jenkins's AXA Advisors Experience April 2009 - January 2014
Job VP of Business Development at Ceres Ltd
Industry Financial Services
Experience
Ceres Ltd February 2014 - Present
AXA Advisors April 2009 - January 2014
Can Do Voice & Video Inc July 2001 - April 2010
CNN November 1982 - July 1998
KTUL-TV June 1980 - November 1982
KOMU-TV September 1978 - June 1980
Skills
Second-degree Black..., Japanese culture, Spanish, German
Education
University of Missouri-Columbia 1976 — 1980
Bachelor of Journalism, Magna cum laude, Broadcast Journalism
Ames High School, Ames, Iowa 1973 — 1976
Ceres Ltd February 2014 - Present
AXA Advisors April 2009 - January 2014
Can Do Voice & Video Inc July 2001 - April 2010
CNN November 1982 - July 1998
KTUL-TV June 1980 - November 1982
KOMU-TV September 1978 - June 1980
Skills
Second-degree Black..., Japanese culture, Spanish, German
Education
University of Missouri-Columbia 1976 — 1980
Bachelor of Journalism, Magna cum laude, Broadcast Journalism
Ames High School, Ames, Iowa 1973 — 1976
Michael Aldemeyer Michael Aldemeyer's AXA Advisors Experience February 2015 - July 2015
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
AXA Advisors February 2015 - July 2015
Liquidity Services, Inc September 2012 - September 2014
Google Online Marketing Challenge January 2012 - May 2012
Adrienne Arsht Center for the Performing Arts May 2011 - August 2011
Skills
Email Marketing, Social Media, Online Marketing, Google Adwords, Marketing, Social Media Marketing, Copywriting, Google Analytics, Marketing Research, Marketing Communications, Marketing Automation, Online Advertising, Microsoft Excel
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Psychology
Fidelity Investments August 2015 - Present
AXA Advisors February 2015 - July 2015
Liquidity Services, Inc September 2012 - September 2014
Google Online Marketing Challenge January 2012 - May 2012
Adrienne Arsht Center for the Performing Arts May 2011 - August 2011
Skills
Email Marketing, Social Media, Online Marketing, Google Adwords, Marketing, Social Media Marketing, Copywriting, Google Analytics, Marketing Research, Marketing Communications, Marketing Automation, Online Advertising, Microsoft Excel
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Psychology
Emma Claris Emma Claris's AXA Advisors Experience May 2013 - August 2013
Job Staffing Manager at Accounting Principals
Industry Financial Services
Experience
Accounting Principals April 2015 - Present
MetLife June 2014 - August 2014
AXA Advisors May 2013 - August 2013
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
East Chapel Hill High School 2006 — 2010
Accounting Principals April 2015 - Present
MetLife June 2014 - August 2014
AXA Advisors May 2013 - August 2013
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
East Chapel Hill High School 2006 — 2010
Chris Hackworth Chris Hackworth's AXA Advisors Experience November 2005 - Present
Job Marketing Operations at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2005 - Present
Skills
Investments, Wealth Management, Insurance, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Fixed Annuities, Retirement
Education
University of Miami 2001 — 2004
Bachelor of Science in Communication, Advertising/Graphic Design
AXA Advisors November 2005 - Present
Skills
Investments, Wealth Management, Insurance, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Fixed Annuities, Retirement
Education
University of Miami 2001 — 2004
Bachelor of Science in Communication, Advertising/Graphic Design
Julianna Hill's AXA Advisors Experience May 2013 - July 2013
Job Leasing Consultant at Ticon Properties
Industry Public Relations and Communications
Experience
Ticon Properties November 2014 - Present
OrangePolitics September 2014 - November 2014
Bolt Public Relations May 2014 - August 2014
3 Birds Marketing LLC January 2014 - May 2014
Durham Magazine/Chapel Hill Magazine September 2013 - December 2013
AXA Advisors May 2013 - July 2013
The Julia Shop January 2013 - May 2013
Skills
Social Media, Facebook, Microsoft Office, Blogging, AP Style, Tenant Retention, Resident Relations, Leasing, CisionPoint, Property Management, Yardi Voyager, Pitching Media, MetroPublisher, Marketing Communications, Online Reputation..., Public Relations, News Writing, Account Management, Copywriting, Social Media Marketing, Brand Management, Customer Service, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2015
Bachelor of Arts (B.A.), Public Relations
University of North Carolina at Wilmington 2011 — 2013
Business Administration
Ticon Properties November 2014 - Present
OrangePolitics September 2014 - November 2014
Bolt Public Relations May 2014 - August 2014
3 Birds Marketing LLC January 2014 - May 2014
Durham Magazine/Chapel Hill Magazine September 2013 - December 2013
AXA Advisors May 2013 - July 2013
The Julia Shop January 2013 - May 2013
Skills
Social Media, Facebook, Microsoft Office, Blogging, AP Style, Tenant Retention, Resident Relations, Leasing, CisionPoint, Property Management, Yardi Voyager, Pitching Media, MetroPublisher, Marketing Communications, Online Reputation..., Public Relations, News Writing, Account Management, Copywriting, Social Media Marketing, Brand Management, Customer Service, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2015
Bachelor of Arts (B.A.), Public Relations
University of North Carolina at Wilmington 2011 — 2013
Business Administration
Keith Strombotne Keith Strombotne's AXA Advisors Experience June 2009 - June 2012
Job Entrepreneur & Nonprofit Fundraiser
Industry Computer Software
Experience
Everview December 2013 - Present
Kidznotes January 2014 - Present
RPG Solutions August 2012 - August 2013
AXA Advisors June 2009 - June 2012
Skills
Business Development, Entrepreneurship, Succession Planning, Community Networking, Non-profit Leadership, Non-profit Volunteer, Talent Management, Finance, Start-ups, Strategic Partnerships, Volunteering, Insurance, Program Management, Employee Benefits
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Ravenscroft School 2000 — 2004
Everview December 2013 - Present
Kidznotes January 2014 - Present
RPG Solutions August 2012 - August 2013
AXA Advisors June 2009 - June 2012
Skills
Business Development, Entrepreneurship, Succession Planning, Community Networking, Non-profit Leadership, Non-profit Volunteer, Talent Management, Finance, Start-ups, Strategic Partnerships, Volunteering, Insurance, Program Management, Employee Benefits
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Ravenscroft School 2000 — 2004
Brad Cooper's AXA Advisors Experience March 2005 - January 2007
Job Manager of Delivery Operations at The Select Group
Industry Staffing and Recruiting
Experience
The Select Group January 2013 - Present
The Select Group March 2010 - January 2013
The Select Group November 2008 - March 2010
Integrity Consulting LLC January 2007 - November 2008
AXA Advisors March 2005 - January 2007
First Citizens Bank 2002 - 2005
Skills
Recruiting, Project Managers, CRM, Technical Recruiting
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
North Carolina Schools of Science and Math 1994 — 1996
HS Diploma
Riverside High School 1992 — 1994
The Select Group January 2013 - Present
The Select Group March 2010 - January 2013
The Select Group November 2008 - March 2010
Integrity Consulting LLC January 2007 - November 2008
AXA Advisors March 2005 - January 2007
First Citizens Bank 2002 - 2005
Skills
Recruiting, Project Managers, CRM, Technical Recruiting
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
North Carolina Schools of Science and Math 1994 — 1996
HS Diploma
Riverside High School 1992 — 1994
Tim Kutsch Tim Kutsch's AXA Advisors Experience November 2013 - June 2015
Job Tim Kutsch CEO & Financial Advisor at Kutsch Wealth Management
Industry Financial Services
Experience
Kutsch Wealth Management June 2015 - Present
AXA Advisors November 2013 - June 2015
Mutual of Omaha January 2012 - November 2013
BNI November 2012 - 2013
Commercial Investment Properties April 2010 - October 2011
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Financial Services, Medicare, Term Life Insurance, Finance, Long-term Care, Investments, Customer Service, Retirement Planning, Sales, Retirement, Leadership, Portfolio Management, Mutual Funds, Small Business, Health Insurance, Financial Planning, Wealth Management, Microsoft Office, Marketing, Strategic Planning, Team Building, Public Speaking, Strategy, Estate Planning
Education
University of Nebraska-Lincoln 2006 — 2011
Economics, Finance, Economics, Deans List
Harry A Burke High School 2002 — 2006
Heavy coursework in, Finance
Kutsch Wealth Management June 2015 - Present
AXA Advisors November 2013 - June 2015
Mutual of Omaha January 2012 - November 2013
BNI November 2012 - 2013
Commercial Investment Properties April 2010 - October 2011
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Financial Services, Medicare, Term Life Insurance, Finance, Long-term Care, Investments, Customer Service, Retirement Planning, Sales, Retirement, Leadership, Portfolio Management, Mutual Funds, Small Business, Health Insurance, Financial Planning, Wealth Management, Microsoft Office, Marketing, Strategic Planning, Team Building, Public Speaking, Strategy, Estate Planning
Education
University of Nebraska-Lincoln 2006 — 2011
Economics, Finance, Economics, Deans List
Harry A Burke High School 2002 — 2006
Heavy coursework in, Finance
Gonzalo Villena, CLU®, ChFC®, LUTCF® Gonzalo Villena, CLU®, ChFC®, LUTCF®'s AXA Advisors Experience October 1985 - March 2003
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
HSBC Securities March 2003 - August 2012
AXA Advisors October 1985 - March 2003
Education
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Colegio Santa Maria Lima - Peru 1966 — 1975
High School, Junior High/Intermediate/Middle School Education
Wells Fargo Advisors, LLC October 2012 - Present
HSBC Securities March 2003 - August 2012
AXA Advisors October 1985 - March 2003
Education
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Colegio Santa Maria Lima - Peru 1966 — 1975
High School, Junior High/Intermediate/Middle School Education
Vanessa Michaud's AXA Advisors Experience June 2011 - August 2011
Job Student at University of Miami School of Business
Industry International Affairs
Experience
University of Miami January 2012 - Present
Office of US Senator Marco Rubio July 2014 - August 2014
Office of US Senator Marco Rubio May 2013 - August 2013
Becker & Poliakoff, P.A. June 2012 - August 2012
University of Miami August 2011 - December 2011
AXA Advisors June 2011 - August 2011
Offices of Congresswoman Ileana Ros-Lehtinen June 2011 - August 2011
Skills
Spanish, PowerPoint, Event Planning, Social Media, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Musical Theatre, Research, Community Outreach, Teamwork, Finance, HTML, Theatre, Marketing, Management, Editing, Microsoft Access, Intranet Quorum, Writing, Minitab
Education
University of Miami - School of Business 2011 — 2015
BBA, International Finance and Marketing
Our Lady of Lourdes Academy 2007 — 2011
High School Diploma
University of Miami
University of Miami January 2012 - Present
Office of US Senator Marco Rubio July 2014 - August 2014
Office of US Senator Marco Rubio May 2013 - August 2013
Becker & Poliakoff, P.A. June 2012 - August 2012
University of Miami August 2011 - December 2011
AXA Advisors June 2011 - August 2011
Offices of Congresswoman Ileana Ros-Lehtinen June 2011 - August 2011
Skills
Spanish, PowerPoint, Event Planning, Social Media, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Musical Theatre, Research, Community Outreach, Teamwork, Finance, HTML, Theatre, Marketing, Management, Editing, Microsoft Access, Intranet Quorum, Writing, Minitab
Education
University of Miami - School of Business 2011 — 2015
BBA, International Finance and Marketing
Our Lady of Lourdes Academy 2007 — 2011
High School Diploma
University of Miami
David Ruozzi David Ruozzi's AXA Advisors Experience November 1999 - April 2003
Job Business Development
Industry Financial Services
Experience
Wealth Global Advisors May 2012 - August 2013
Merrill Lynch 2007 - November 2011
R.A. Brandon, Inc April 2003 - August 2007
AXA Advisors November 1999 - April 2003
Formas Federal C.A. January 1993 - December 1999
Skills
Wealth Management, Series 7, Business Development, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Business Strategy, Equities, Asset Management, Strategic Planning, Financial Services, Financial Planning, Management, Finance, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Strategic Financial...
Education
University of Miami - School of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton Aresty Institute Of Executive Education
Wealth Management in Practice: High Net Worth Investing, High Net Worth Investing Program
Wealth Global Advisors May 2012 - August 2013
Merrill Lynch 2007 - November 2011
R.A. Brandon, Inc April 2003 - August 2007
AXA Advisors November 1999 - April 2003
Formas Federal C.A. January 1993 - December 1999
Skills
Wealth Management, Series 7, Business Development, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Business Strategy, Equities, Asset Management, Strategic Planning, Financial Services, Financial Planning, Management, Finance, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Strategic Financial...
Education
University of Miami - School of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton Aresty Institute Of Executive Education
Wealth Management in Practice: High Net Worth Investing, High Net Worth Investing Program
Lindsay Ellerbe Lindsay Ellerbe's AXA Advisors Experience October 2011 - September 2012
Job Health Advisor at UnitedHealth Group
Industry Nonprofit Organization Management
Experience
UnitedHealth Group September 2012 - Present
AXA Advisors October 2011 - September 2012
AmeriCorps October 2011 - May 2012
Chick-fil-A October 2008 - March 2012
Tryon House March 2005 - May 2008
Lineberger Comprehensive Cancer Center September 2004 - December 2005
Skills
Gerontology, Non-profit Experience, Refugees, Writing, Administration, Excel, Healthcare, Insurance, Microsoft Office, Spanish, Teaching, Financial Sector
Education
University of North Carolina at Greensboro 2011 — 2013
Certificate in Non-Profit Management, Non-Profit/Public/Organizational Management
Winston-Salem State University 2009 — 2011
Bachelor of Arts, History, 3.68
UnitedHealth Group September 2012 - Present
AXA Advisors October 2011 - September 2012
AmeriCorps October 2011 - May 2012
Chick-fil-A October 2008 - March 2012
Tryon House March 2005 - May 2008
Lineberger Comprehensive Cancer Center September 2004 - December 2005
Skills
Gerontology, Non-profit Experience, Refugees, Writing, Administration, Excel, Healthcare, Insurance, Microsoft Office, Spanish, Teaching, Financial Sector
Education
University of North Carolina at Greensboro 2011 — 2013
Certificate in Non-Profit Management, Non-Profit/Public/Organizational Management
Winston-Salem State University 2009 — 2011
Bachelor of Arts, History, 3.68
Barney H. Moore Barney H. Moore's AXA Advisors Experience January 2009 - Present
Job Regional Vice President AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors January 2009 - Present
Education
University of Minnesota-Duluth 1989 — 1992
BAS, Psychology
AXA Advisors January 2009 - Present
Education
University of Minnesota-Duluth 1989 — 1992
BAS, Psychology
Charles Freeman, CFA Charles Freeman, CFA's AXA Advisors Experience October 2004 - April 2011
Job Portfolio Manager and Chartered Financial Analyst at Holderness Investments Company
Industry Investment Management
Experience
Holderness Investments Company April 2011 - Present
AXA Advisors October 2004 - April 2011
Freeman Investment Group October 1999 - August 2004
Datek/Tradescape/Sonic 1998 - 2000
Skills
Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, Foreign Currency, Commodity Markets, Portfolio Management, Asset Allocation, Wealth Management, 401k, Alternative Investments, Strategic Financial..., Estate Planning, Retirement Planning, Protection Planning, Investments, Finance
Education
University of North Carolina at Chapel Hill 1992 — 1996
BSBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BSBA, Marketing, Finance
Holderness Investments Company April 2011 - Present
AXA Advisors October 2004 - April 2011
Freeman Investment Group October 1999 - August 2004
Datek/Tradescape/Sonic 1998 - 2000
Skills
Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, Foreign Currency, Commodity Markets, Portfolio Management, Asset Allocation, Wealth Management, 401k, Alternative Investments, Strategic Financial..., Estate Planning, Retirement Planning, Protection Planning, Investments, Finance
Education
University of North Carolina at Chapel Hill 1992 — 1996
BSBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BSBA, Marketing, Finance
John Parham Jr. John Parham Jr.'s AXA Advisors Experience February 2011 - January 2015
Job Partner at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
Jed Mengel Jed Mengel's AXA Advisors Experience February 2010 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2010 - Present
Brokers Clearing House May 2005 - May 2009
GuideOne Insurance May 2001 - May 2005
Ruan Transport Corporation January 1998 - May 2001
Principal Financial Group December 1993 - May 1998
Education
University of Northern Iowa 1990 — 1992
BA, Marketing
Paton-Churdan
AXA Advisors February 2010 - Present
Brokers Clearing House May 2005 - May 2009
GuideOne Insurance May 2001 - May 2005
Ruan Transport Corporation January 1998 - May 2001
Principal Financial Group December 1993 - May 1998
Education
University of Northern Iowa 1990 — 1992
BA, Marketing
Paton-Churdan
Larry Roepke Larry Roepke's AXA Advisors Experience 2002 - 2006
Job Chief Financial Officer at Associated Staffing, Inc.
Industry Staffing and Recruiting
Experience
Associated Staffing, Inc. November 2006 - Present
AXA Advisors 2002 - 2006
Curtis & Associates, Inc 1993 - 2002
Skills
Human Resources, Benefits Administration, Employee Benefits, Team Building, Strategic Planning, Employee Relations, Payroll, Accounting, Coaching, Process Improvement, Recruiting, Leadership Development, Budgets, Hiring, Management, Performance Management
Education
University of Nebraska at Kearney 1985 — 1989
Bachelor of Science (BS), Business/Accounting
Associated Staffing, Inc. November 2006 - Present
AXA Advisors 2002 - 2006
Curtis & Associates, Inc 1993 - 2002
Skills
Human Resources, Benefits Administration, Employee Benefits, Team Building, Strategic Planning, Employee Relations, Payroll, Accounting, Coaching, Process Improvement, Recruiting, Leadership Development, Budgets, Hiring, Management, Performance Management
Education
University of Nebraska at Kearney 1985 — 1989
Bachelor of Science (BS), Business/Accounting
William Stiles William Stiles's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Evergreen Wealth Management LLC August 2013 - September 2014
Skills
Economics, Microsoft Excel, Naviplan, Barra Aegis, Morningstar, E-money, ArcGIS, Eviews, R, SAS Programming, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Communication, Social Networking
Education
University of Missouri-Saint Louis 2011 — 2014
Bachelor of Science (B.S.), Economics
Vienna University of Economics and Business Administration 2013 — 2013
Economics
University of Missouri-Columbia 2009 — 2011
Economics
AXA Advisors September 2014 - Present
Evergreen Wealth Management LLC August 2013 - September 2014
Skills
Economics, Microsoft Excel, Naviplan, Barra Aegis, Morningstar, E-money, ArcGIS, Eviews, R, SAS Programming, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Communication, Social Networking
Education
University of Missouri-Saint Louis 2011 — 2014
Bachelor of Science (B.S.), Economics
Vienna University of Economics and Business Administration 2013 — 2013
Economics
University of Missouri-Columbia 2009 — 2011
Economics
Greg Giunto's AXA Advisors Experience January 2007 - April 2010
Job Founder at Love Invincible
Industry Professional Training & Coaching
Experience
Love Invincible April 2014 - Present
RPA Insurance Services July 2013 - Present
Restaurant Programs of America June 2013 - Present
Merrill Lynch February 2012 - June 2013
A&I Financial Services April 2010 - February 2012
AXA Advisors January 2007 - April 2010
Lockton Companies 2005 - 2006
SCI Fidelity Records 2003 - 2005
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, 401k, Insurance, Financial Analysis, Mutual Funds, Alternative Investments, Life Insurance, Financial Modeling, Risk Management, Budgets, Employee Benefits, Strategic Planning, Series 24, Series 66, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Series 63, Marketing, Management, Customer Service, Small Business, Marketing Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Science (B.S.), Mathematics
Cherry Creek High School
Love Invincible April 2014 - Present
RPA Insurance Services July 2013 - Present
Restaurant Programs of America June 2013 - Present
Merrill Lynch February 2012 - June 2013
A&I Financial Services April 2010 - February 2012
AXA Advisors January 2007 - April 2010
Lockton Companies 2005 - 2006
SCI Fidelity Records 2003 - 2005
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, 401k, Insurance, Financial Analysis, Mutual Funds, Alternative Investments, Life Insurance, Financial Modeling, Risk Management, Budgets, Employee Benefits, Strategic Planning, Series 24, Series 66, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Series 63, Marketing, Management, Customer Service, Small Business, Marketing Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Science (B.S.), Mathematics
Cherry Creek High School
Alan Callahan Alan Callahan's AXA Advisors Experience October 2003 - July 2010
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services October 2014 - Present
Charles Aris Inc. August 2013 - October 2014
Strategic Partners, Inc July 2010 - August 2013
AXA Advisors October 2003 - July 2010
Carolina Sales Associates November 2001 - October 2003
Skills
Financial Planning, Insurance, Long Term Care, Retirement, Securities, Strategic Financial..., Long Term Care Insurance, Employee Benefits, Sales, Leadership, Long-term Care, Retirement Planning, Fixed Annuities, Recruiting, Finance, Disability Insurance, Life Insurance, Analysis, Wealth, Strategic Planning
Education
University of North Carolina at Wilmington 1988 — 1992
Bachelor, Marketing
Sanderson High School
Ohio National Financial Services October 2014 - Present
Charles Aris Inc. August 2013 - October 2014
Strategic Partners, Inc July 2010 - August 2013
AXA Advisors October 2003 - July 2010
Carolina Sales Associates November 2001 - October 2003
Skills
Financial Planning, Insurance, Long Term Care, Retirement, Securities, Strategic Financial..., Long Term Care Insurance, Employee Benefits, Sales, Leadership, Long-term Care, Retirement Planning, Fixed Annuities, Recruiting, Finance, Disability Insurance, Life Insurance, Analysis, Wealth, Strategic Planning
Education
University of North Carolina at Wilmington 1988 — 1992
Bachelor, Marketing
Sanderson High School
An Thu Chu An Thu Chu's AXA Advisors Experience June 2010 - December 2010
Job Tax Accountant at Walter J. Pikul, MBA, CPA, CFP
Industry Accounting
Experience
Walter J. Pikul, MBA, CPA, CFP July 2012 - Present
H&R Block January 2007 - April 2012
AXA Advisors June 2010 - December 2010
Racy's Nail Design January 2007 - June 2007
KMF Holdings Ltd 2002 - 2006
Skills
Quickbooks, Excel, Word, PowerPoint, Bookkeeping, SAP, Tax Compliance, ACL, Vietnamese, Accounting, Accounts Receivable, Financial Reporting, Billing, Tax Returns, Financial Accounting, Peachtree, Tax Preparation, Accounts Payable, Microsoft Office, Reconciliation, Financial Planning, Payroll, Customer Service, Preparation, Teamwork, Problem Solving, Customer Relations
Education
University of North Carolina at Wilmington 2009 — 2010
Master, Accounting
University of North Carolina at Wilmington 2007 — 2009
Bachelor, Accounting
Walter J. Pikul, MBA, CPA, CFP July 2012 - Present
H&R Block January 2007 - April 2012
AXA Advisors June 2010 - December 2010
Racy's Nail Design January 2007 - June 2007
KMF Holdings Ltd 2002 - 2006
Skills
Quickbooks, Excel, Word, PowerPoint, Bookkeeping, SAP, Tax Compliance, ACL, Vietnamese, Accounting, Accounts Receivable, Financial Reporting, Billing, Tax Returns, Financial Accounting, Peachtree, Tax Preparation, Accounts Payable, Microsoft Office, Reconciliation, Financial Planning, Payroll, Customer Service, Preparation, Teamwork, Problem Solving, Customer Relations
Education
University of North Carolina at Wilmington 2009 — 2010
Master, Accounting
University of North Carolina at Wilmington 2007 — 2009
Bachelor, Accounting
Christopher Buczek Christopher Buczek's AXA Advisors Experience July 2001 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Monte Tate Monte Tate's AXA Advisors Experience 2000 - 2001
Job Commercial Real Estate Analyst and Broker
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank May 2006 - Present
AXA ADvisors 2000 - 2001
Cushman & Wakefield 1993 - 1999
American Real Estate Capital (a division of American Financial Group, Inc.) 1991 - 1993
Republic Property Group 1987 - 1989
Deloitte 1981 - 1984
Skills
Corporate Real Estate
Education
University of North Texas 1977 — 1981
BBA, Accounting
Newmark Grubb Knight Frank May 2006 - Present
AXA ADvisors 2000 - 2001
Cushman & Wakefield 1993 - 1999
American Real Estate Capital (a division of American Financial Group, Inc.) 1991 - 1993
Republic Property Group 1987 - 1989
Deloitte 1981 - 1984
Skills
Corporate Real Estate
Education
University of North Texas 1977 — 1981
BBA, Accounting
Jake Weinstein Jake Weinstein's AXA Advisors Experience October 2014 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
Missouri State Treasury January 2014 - May 2014
Keefe Commissary Network June 2010 - July 2013
The Big 550 KTRS June 2008 - December 2009
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Business Administration with an emphasis in Finance and Real Estate
AXA Advisors October 2014 - Present
Missouri State Treasury January 2014 - May 2014
Keefe Commissary Network June 2010 - July 2013
The Big 550 KTRS June 2008 - December 2009
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Business Administration with an emphasis in Finance and Real Estate
Thomas Dexter Thomas Dexter's AXA Advisors Experience August 2011 - December 2011
Job Experienced Associate Intern Financial Services at PwC
Industry Higher Education
Experience
PwC June 2015 - August 2015
Citi January 2014 - June 2014
Citi July 2012 - January 2014
AXA Advisors August 2011 - December 2011
Skills
Time Management, Highly Organized &..., Research, Analytical Reasoning, Works well with a team, Judgment, Works well individually, Teamwork, Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Finance, Hospitality, 3.9/4.0
PwC June 2015 - August 2015
Citi January 2014 - June 2014
Citi July 2012 - January 2014
AXA Advisors August 2011 - December 2011
Skills
Time Management, Highly Organized &..., Research, Analytical Reasoning, Works well with a team, Judgment, Works well individually, Teamwork, Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Finance, Hospitality, 3.9/4.0
Omeed Zarrin's AXA Advisors Experience January 2013 - July 2013
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
Morgan Evans Morgan Evans's AXA Advisors Experience March 2006 - November 2008
Job JiffleNow Executive Meetings Manager
Industry Events Services
Experience
BCD Travel August 2015 - Present
Raleigh Convention Center November 2008 - August 2015
Carrabba's Italian Grill May 2005 - 2011
AXA Advisors March 2006 - November 2008
Skills
Event Planning, Event Management, Corporate Events, Public Relations, Social Media, Hospitality, Meeting Planning, Trade Shows, Social Media Marketing, Social Networking, Marketing Communications, Press Releases, Customer Service, Sponsorship, Public Speaking, Sales, Microsoft Office, Marketing, PowerPoint, Community Outreach, Leadership, Microsoft Excel, Training
Education
University of North Carolina at Pembroke 2000 — 2004
BS, Mass Communication, Public Relations
Apex High School 1996 — 2000
BCD Travel August 2015 - Present
Raleigh Convention Center November 2008 - August 2015
Carrabba's Italian Grill May 2005 - 2011
AXA Advisors March 2006 - November 2008
Skills
Event Planning, Event Management, Corporate Events, Public Relations, Social Media, Hospitality, Meeting Planning, Trade Shows, Social Media Marketing, Social Networking, Marketing Communications, Press Releases, Customer Service, Sponsorship, Public Speaking, Sales, Microsoft Office, Marketing, PowerPoint, Community Outreach, Leadership, Microsoft Excel, Training
Education
University of North Carolina at Pembroke 2000 — 2004
BS, Mass Communication, Public Relations
Apex High School 1996 — 2000
Jeffrey Strickland Jeffrey Strickland's AXA Advisors Experience June 2009 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Westridge Associates, LLC 2008 - Present
B & B Properties 2003 - 2008
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts - History
AXA Advisors June 2009 - Present
Westridge Associates, LLC 2008 - Present
B & B Properties 2003 - 2008
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts - History
Djiba Kourouma's AXA Advisors Experience September 2013 - November 2013
Job Attended University of North Carolina at Charlotte
Industry
Experience
Travelers September 2014 - Present
Travelers January 2014 - September 2014
APM Terminals November 2013 - December 2013
Boston Market July 2013 - December 2013
AXA Advisors September 2013 - November 2013
UNCC January 2011 - June 2013
Skills
Customer Service, Finance, Insurance, Analysis, Data Entry, Leadership, Claim, Microsoft Excel, Risk Management, Financial Analysis
Education
University of North Carolina at Charlotte 2010 — 2013
Mathematics, Finance, Risk Management and Insurance
Travelers September 2014 - Present
Travelers January 2014 - September 2014
APM Terminals November 2013 - December 2013
Boston Market July 2013 - December 2013
AXA Advisors September 2013 - November 2013
UNCC January 2011 - June 2013
Skills
Customer Service, Finance, Insurance, Analysis, Data Entry, Leadership, Claim, Microsoft Excel, Risk Management, Financial Analysis
Education
University of North Carolina at Charlotte 2010 — 2013
Mathematics, Finance, Risk Management and Insurance
Bryce Pease's AXA Advisors Experience October 1980 - August 2000
Job President at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Henry Landa Henry Landa's AXA Advisors Experience May 1998 - January 2015
Job Director of Business Operations at PNO Confectionery Enterprises
Industry Financial Services
Experience
PNO Confectionery Enterprises August 2013 - Present
AXA Advisors May 1998 - January 2015
Bellsouth Advertising & Publishing Co. May 1997 - May 1998
Miami Herald Publishing Co. April 1994 - May 1997
Shutter Shack February 1993 - April 1994
Hurst Awning August 1988 - April 1994
Education
University of Miami 1987 — 1991
Computer Science, Computer Science & Math
Belen Jesuit Prep 1981 — 1987
High School
University of Pennsylvania - The Wharton School
Retirement Planning
PNO Confectionery Enterprises August 2013 - Present
AXA Advisors May 1998 - January 2015
Bellsouth Advertising & Publishing Co. May 1997 - May 1998
Miami Herald Publishing Co. April 1994 - May 1997
Shutter Shack February 1993 - April 1994
Hurst Awning August 1988 - April 1994
Education
University of Miami 1987 — 1991
Computer Science, Computer Science & Math
Belen Jesuit Prep 1981 — 1987
High School
University of Pennsylvania - The Wharton School
Retirement Planning
AJ Clark AJ Clark's AXA Advisors Experience September 2011 - June 2013
Job Brokerage Operations Specialist at Atlantic Financial Group
Industry Investment Management
Experience
Atlantic Financial Group November 2014 - Present
Research Presentation Strategies June 2013 - October 2014
AXA Advisors September 2011 - June 2013
Pinetop Tennis and Swim Club April 2011 - December 2012
Research Presentation Strategies, Inc January 2012 - August 2012
UNC Greensboro - The Bryan School of Business and Economics August 2007 - May 2012
Skills
Microsoft Office, Team Leadership, Teamwork, Organizational..., Corporate Communications, Innovative Thinking, Entrepreneurship, PowerPoint, Customer Service, Microsoft Excel, Training, Bilingual, Time Management, Management, Portfolio Management, Investment Advisory, Investment Management, Financial Analysis, Project Management, Series 7, SharePoint, Investment Strategies, Alternative Investments, Social Networking, Event Planning, Public Speaking, Social Media, Microsoft Word, Retirement Planning, Leadership, Sales, Marketing, Social Media Marketing, Team Building, Finance, Analysis, Communication, Investments, Financial Planning
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelors Degree, Business and Economics
Salesianum School 2003 — 2007
GED
Atlantic Financial Group November 2014 - Present
Research Presentation Strategies June 2013 - October 2014
AXA Advisors September 2011 - June 2013
Pinetop Tennis and Swim Club April 2011 - December 2012
Research Presentation Strategies, Inc January 2012 - August 2012
UNC Greensboro - The Bryan School of Business and Economics August 2007 - May 2012
Skills
Microsoft Office, Team Leadership, Teamwork, Organizational..., Corporate Communications, Innovative Thinking, Entrepreneurship, PowerPoint, Customer Service, Microsoft Excel, Training, Bilingual, Time Management, Management, Portfolio Management, Investment Advisory, Investment Management, Financial Analysis, Project Management, Series 7, SharePoint, Investment Strategies, Alternative Investments, Social Networking, Event Planning, Public Speaking, Social Media, Microsoft Word, Retirement Planning, Leadership, Sales, Marketing, Social Media Marketing, Team Building, Finance, Analysis, Communication, Investments, Financial Planning
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelors Degree, Business and Economics
Salesianum School 2003 — 2007
GED
M. Jay Lynch M. Jay Lynch's AXA Advisors Experience September 2012 - May 2014
Job Partner and Advisor at CBL Wealth Advisors, LLC
Industry Financial Services
Experience
CBL Wealth Advisors, LLC April 2014 - Present
AXA Advisors September 2012 - May 2014
HD Financial Services, LLC December 2009 - August 2012
US Bank August 2007 - December 2009
Merrill Lynch March 2005 - August 2007
AXA Advisors September 1997 - March 2005
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Managment, Financial Planning, Income Planning, Investments
Education
University of Nebraska at Omaha
BA, Organizational Communication
CBL Wealth Advisors, LLC April 2014 - Present
AXA Advisors September 2012 - May 2014
HD Financial Services, LLC December 2009 - August 2012
US Bank August 2007 - December 2009
Merrill Lynch March 2005 - August 2007
AXA Advisors September 1997 - March 2005
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Managment, Financial Planning, Income Planning, Investments
Education
University of Nebraska at Omaha
BA, Organizational Communication
David Sprick's AXA Advisors Experience January 1980 - Present
Job CLU, ChFC
Industry Financial Services
Experience
AXA Advisors January 1980 - Present
AXA Advisors January 1996 - Present
AXA Advisors January 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Asset Allocation, 401k
Education
University of Missouri-Columbia 1974 — 1978
Bachelor of Science (BS), Accounting
Webster Groves High School 1970 — 1974
AXA Advisors January 1980 - Present
AXA Advisors January 1996 - Present
AXA Advisors January 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Asset Allocation, 401k
Education
University of Missouri-Columbia 1974 — 1978
Bachelor of Science (BS), Accounting
Webster Groves High School 1970 — 1974
Robert Ponciroli Robert Ponciroli's AXA Advisors Experience 2007 - 2009
Job Wealth Adviser & Sales Manager
Industry Financial Services
Experience
FFG 2009 - Present
AXA Advisors 2007 - 2009
Foresters 2005 - 2006
Saint Louis Investment Advisors 2003 - 2005
Prudential Financial 2000 - 2003
Sagemark Consulting 1991 - 2000
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Employee Benefits, Health Insurance, Risk Management, Retirement, Insurance, Wealth Management, Strategic Financial..., Series 7
Education
DeSmet Jesuit High School
University of Missouri-Columbia
BA, Economics
FFG 2009 - Present
AXA Advisors 2007 - 2009
Foresters 2005 - 2006
Saint Louis Investment Advisors 2003 - 2005
Prudential Financial 2000 - 2003
Sagemark Consulting 1991 - 2000
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Employee Benefits, Health Insurance, Risk Management, Retirement, Insurance, Wealth Management, Strategic Financial..., Series 7
Education
DeSmet Jesuit High School
University of Missouri-Columbia
BA, Economics
Robert Williams, CLU, ChFC's AXA Advisors Experience June 1990 - November 2005
Job Financial Adviser, Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife April 2006 - Present
AXA Advisors June 1990 - November 2005
The Equitable Life Assurance Society of the US February 1979 - November 2005
Education
University of North Carolina at Charlotte 1975 — 1978
BA
MetLife April 2006 - Present
AXA Advisors June 1990 - November 2005
The Equitable Life Assurance Society of the US February 1979 - November 2005
Education
University of North Carolina at Charlotte 1975 — 1978
BA
Robbye Lossing Robbye Lossing's AXA Advisors Experience September 2004 - April 2006
Job photographer at Robbye Lossing Photography
Industry Photography
Experience
Lifestyle Chiropractic January 2011 - Present
Robbye Lossing Photography June 2006 - Present
AXA Advisors September 2004 - April 2006
Llewellyn Worldwide 1999 - 2002
Proex 1987 - 1992
Skills
Portrait Photography, Photos, Portraits, Public Speaking, Adobe Creative Suite, Editing, Blogging, Advertising, Photoshop, Art, Film, Graphic Design, Mac, Digital Photography, Photography, Creative Writing
Education
Aveda Institute 1993 — 1993
Massage Therapy
University of Minnesota-Twin Cities
Lifestyle Chiropractic January 2011 - Present
Robbye Lossing Photography June 2006 - Present
AXA Advisors September 2004 - April 2006
Llewellyn Worldwide 1999 - 2002
Proex 1987 - 1992
Skills
Portrait Photography, Photos, Portraits, Public Speaking, Adobe Creative Suite, Editing, Blogging, Advertising, Photoshop, Art, Film, Graphic Design, Mac, Digital Photography, Photography, Creative Writing
Education
Aveda Institute 1993 — 1993
Massage Therapy
University of Minnesota-Twin Cities
Brian Stieren Brian Stieren's AXA Advisors Experience September 2009 - July 2014
Job Founder/ Android Developer at Simply Needed Apps
Industry Information Technology and Services
Experience
Simply Needed Apps July 2014 - Present
Mega Properties LLC January 2009 - Present
AXA Advisors September 2009 - July 2014
Tigers Credit Union May 2008 - December 2008
Mid-America Transplant Services 2007 - 2008
Education
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Economics, Finance & Banking w/emphsis in Real Estate, Mathematics Minor
Simply Needed Apps July 2014 - Present
Mega Properties LLC January 2009 - Present
AXA Advisors September 2009 - July 2014
Tigers Credit Union May 2008 - December 2008
Mid-America Transplant Services 2007 - 2008
Education
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Economics, Finance & Banking w/emphsis in Real Estate, Mathematics Minor
Greg Krewson Greg Krewson's AXA Advisors Experience 1993 - Present
Job Financial Planner & Retirement Planning Specialist
Industry Financial Services
Experience
AXA Advisors 1993 - Present
Motorola & Four Phase Systems 1978 - 1993
Education
University of Missouri-Saint Louis
AXA Advisors 1993 - Present
Motorola & Four Phase Systems 1978 - 1993
Education
University of Missouri-Saint Louis
Jennifer Halbach Jennifer Halbach's AXA Advisors Experience December 2004 - November 2005
Job Vice President Business Development
Industry Information Technology and Services
Experience
Web4Minds Marketing DirectorZabatt Power SystemsMarch 2008 - August 2008
AXA Advisors December 2004 - November 2005
Bank of America September 1995 - June 2001
Education
University of North Florida 1990 — 1994
BA, Public Relations/Marketing
Web4Minds Marketing DirectorZabatt Power SystemsMarch 2008 - August 2008
AXA Advisors December 2004 - November 2005
Bank of America September 1995 - June 2001
Education
University of North Florida 1990 — 1994
BA, Public Relations/Marketing
Jason P. Perkins, CMFC®'s AXA Advisors Experience August 2006 - December 2007
Job Senior Manager Centralized Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Jeffrey Garnica, CLTC's AXA Advisors Experience October 2002 - December 2005
Job Long Term Care Product Consultant at New York Life
Industry Financial Services
Experience
New York Life October 2013 - Present
Genworth Financial December 2008 - October 2013
Huntington Investments January 2006 - December 2008
AXA Advisors October 2002 - December 2005
Sims Portex April 1996 - October 2002
Walker Manufacturing Company 1991 - 1995
Skills
Retirement Planning, Long-term Care, Retirement, Financial Advisory, Insurance, Long Term Care Insurance, Strategic Financial..., Fixed Annuities, Wealth Management, Series 6, Series 63, Variable Annuities
Education
University of North Carolina at Chapel Hill 1984 — 1989
New York Life October 2013 - Present
Genworth Financial December 2008 - October 2013
Huntington Investments January 2006 - December 2008
AXA Advisors October 2002 - December 2005
Sims Portex April 1996 - October 2002
Walker Manufacturing Company 1991 - 1995
Skills
Retirement Planning, Long-term Care, Retirement, Financial Advisory, Insurance, Long Term Care Insurance, Strategic Financial..., Fixed Annuities, Wealth Management, Series 6, Series 63, Variable Annuities
Education
University of North Carolina at Chapel Hill 1984 — 1989
Logan McGowan's AXA Advisors Experience June 2015 - August 2015
Job Student at University of Notre Dame
Industry Financial Services
Experience
AXA Advisors June 2015 - August 2015
Snow Joe March 2014 - August 2014
The University of Notre Dame Mendoza College of Business January 2014 - May 2014
Notre Dame Phone Center January 2013 - February 2014
Skills
Analysis, Investments, Options, Sales, Microsoft Excel, Critical Thinking, Research, Microsoft Office, Salesforce.com, Customer Service, Management, Microsoft Word, Access
Education
University of Notre Dame 2012 — 2016
Bachelor's Degree, Finance & Italian
The Pingry School 2009 — 2012
High School
AXA Advisors June 2015 - August 2015
Snow Joe March 2014 - August 2014
The University of Notre Dame Mendoza College of Business January 2014 - May 2014
Notre Dame Phone Center January 2013 - February 2014
Skills
Analysis, Investments, Options, Sales, Microsoft Excel, Critical Thinking, Research, Microsoft Office, Salesforce.com, Customer Service, Management, Microsoft Word, Access
Education
University of Notre Dame 2012 — 2016
Bachelor's Degree, Finance & Italian
The Pingry School 2009 — 2012
High School
Ryan Shoaf Ryan Shoaf's AXA Advisors Experience July 2015 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
GNC September 2014 - June 2015
Finish Line January 2011 - September 2014
Skills
Finance, Wealth Management, Financial Planning, Retirement Planning, Financial Analysis, Business Analysis, Financial Accounting, Microsoft Excel, Leadership, Networking, Management, Public Speaking
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting, Graduate
AXA Advisors July 2015 - Present
GNC September 2014 - June 2015
Finish Line January 2011 - September 2014
Skills
Finance, Wealth Management, Financial Planning, Retirement Planning, Financial Analysis, Business Analysis, Financial Accounting, Microsoft Excel, Leadership, Networking, Management, Public Speaking
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting, Graduate
Stephanie Vanderburg Stephanie Vanderburg's AXA Advisors Experience April 2007 - September 2007
Job Banquet Sales Manager at Maggiano's Little Italy
Industry Hospitality
Experience
Maggiano's Little Italy July 2012 - Present
Levy Restaurants March 2012 - July 2012
Maggiano's Little Italy May 2009 - March 2012
Maggiano's May 2009 - March 2012
Brinker International January 2009 - May 2009
Maggiano's October 2007 - May 2009
Brinker International 2009 - 2009
AXA Advisors April 2007 - September 2007
Skills
Delphi, Aloha, Email Marketing, Catering, Banquets, Menu Development, Sales, Management, Trade Shows, Sales Management, Food & Beverage, Cold Calling, Restaurant Management, Restaurants, Hospitality Management, Hospitality, Hospitality Industry, Fine Dining, Hotels, Recruiting
Education
University of North Texas 2005 — 2009
Bachelor of Arts and Science, Hospitality Management
University of North Texas 2005 — 2009
Maggiano's Little Italy July 2012 - Present
Levy Restaurants March 2012 - July 2012
Maggiano's Little Italy May 2009 - March 2012
Maggiano's May 2009 - March 2012
Brinker International January 2009 - May 2009
Maggiano's October 2007 - May 2009
Brinker International 2009 - 2009
AXA Advisors April 2007 - September 2007
Skills
Delphi, Aloha, Email Marketing, Catering, Banquets, Menu Development, Sales, Management, Trade Shows, Sales Management, Food & Beverage, Cold Calling, Restaurant Management, Restaurants, Hospitality Management, Hospitality, Hospitality Industry, Fine Dining, Hotels, Recruiting
Education
University of North Texas 2005 — 2009
Bachelor of Arts and Science, Hospitality Management
University of North Texas 2005 — 2009
Ben C. Bryan, CLCS's AXA Advisors Experience August 2013 - July 2014
Job Regions Insurance Group
Industry Financial Services
Experience
Regions Insurance Group July 2014 - Present
AXA Advisors August 2013 - July 2014
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - August 2012
Skills
Commercial Insurance, Property & Casualty..., Insurance, Financial Analysis, Managerial Finance, Economics, Customer Service, Portfolio Management, Professional Liability, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Casualty Insurance, Brokers, Umbrella Insurance, Workers Compensation
Education
University of Mississippi 2009 — 2013
Bachelor of Science (B.S.), Managerial Finance
Brookstone High School 2003 — 2009
High School
Regions Insurance Group July 2014 - Present
AXA Advisors August 2013 - July 2014
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - August 2012
Skills
Commercial Insurance, Property & Casualty..., Insurance, Financial Analysis, Managerial Finance, Economics, Customer Service, Portfolio Management, Professional Liability, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Casualty Insurance, Brokers, Umbrella Insurance, Workers Compensation
Education
University of Mississippi 2009 — 2013
Bachelor of Science (B.S.), Managerial Finance
Brookstone High School 2003 — 2009
High School
Gabrielle DiMora's AXA Advisors Experience October 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
3 Chord Entertainment, Inc. February 2010 - Present
Nestlé Nespresso November 2011 - December 2013
Team Connection, Inc June 2008 - July 2009
Skills
Variable Annuity..., Life Insurance..., Financial Services..., Investment Planning, Retirement Planning, Tax-deferred Investment..., Social Media Marketing, Event Management, Event Planning, Advertising, Marketing
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelors, Marketing
Auburn High School 2001 — 2004
AXA Advisors October 2013 - Present
3 Chord Entertainment, Inc. February 2010 - Present
Nestlé Nespresso November 2011 - December 2013
Team Connection, Inc June 2008 - July 2009
Skills
Variable Annuity..., Life Insurance..., Financial Services..., Investment Planning, Retirement Planning, Tax-deferred Investment..., Social Media Marketing, Event Management, Event Planning, Advertising, Marketing
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelors, Marketing
Auburn High School 2001 — 2004
Jonathan High Jonathan High's AXA Advisors Experience May 2011 - August 2011
Job Securities Operations Service Specialist at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2015 - Present
U.S. Bank February 2013 - February 2015
Cohesion Business Technology February 2012 - February 2013
UNC Wilmington August 2008 - December 2011
AXA Advisors May 2011 - August 2011
ING - Prague, Czech Republic January 2011 - May 2011
Bank of America June 2007 - April 2008
Skills
Supervisory Skills, Time Management, Customer Service, Market Research, Microsoft Office, PowerPoint, Word, Excel, Photoshop, Data Entry, Microsoft Word, Microsoft Excel, Project Management, Team Building, Accounting, Management, OS X, Facebook, System Administration, Budgets, Access, Research
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (B.S.), International Business
Wells Fargo Securities February 2015 - Present
U.S. Bank February 2013 - February 2015
Cohesion Business Technology February 2012 - February 2013
UNC Wilmington August 2008 - December 2011
AXA Advisors May 2011 - August 2011
ING - Prague, Czech Republic January 2011 - May 2011
Bank of America June 2007 - April 2008
Skills
Supervisory Skills, Time Management, Customer Service, Market Research, Microsoft Office, PowerPoint, Word, Excel, Photoshop, Data Entry, Microsoft Word, Microsoft Excel, Project Management, Team Building, Accounting, Management, OS X, Facebook, System Administration, Budgets, Access, Research
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (B.S.), International Business
Bobby Barr Shoemaker's AXA Advisors Experience July 2014 - January 2015
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
AXA Advisors July 2014 - January 2015
Troy Construction, LLC June 2013 - December 2013
Total Field and Environmental Services, LLC February 2013 - April 2013
Consultant April 2011 - August 2012
Office of Senator Roger F. Wicker January 2008 - April 2011
Office of Senator Trent Lott September 2007 - December 2007
Skills
Legislative, Legislation, Political Campaigns, Public Policy, Politics, Political Consulting, Political Communication, Policy Analysis, Government, Coalitions, Grassroots Organizing, Policy, Speech Writing, Legislative Research, Political Science, Strategic Communications, Community Outreach, Constituent Services, Public Affairs, Fundraising, Appropriations, Media Relations, Legislative Relations, Grassroots
Education
University of Mississippi
Bachelor of Arts, Political Science
University of Mississippi
New York Life Insurance Company January 2015 - Present
AXA Advisors July 2014 - January 2015
Troy Construction, LLC June 2013 - December 2013
Total Field and Environmental Services, LLC February 2013 - April 2013
Consultant April 2011 - August 2012
Office of Senator Roger F. Wicker January 2008 - April 2011
Office of Senator Trent Lott September 2007 - December 2007
Skills
Legislative, Legislation, Political Campaigns, Public Policy, Politics, Political Consulting, Political Communication, Policy Analysis, Government, Coalitions, Grassroots Organizing, Policy, Speech Writing, Legislative Research, Political Science, Strategic Communications, Community Outreach, Constituent Services, Public Affairs, Fundraising, Appropriations, Media Relations, Legislative Relations, Grassroots
Education
University of Mississippi
Bachelor of Arts, Political Science
University of Mississippi
Phillip Watkins's AXA Advisors Experience July 2012 - June 2014
Job AVP Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors July 2012 - June 2014
Nationstar Mortgage 2010 - 2011
Infinity Management May 2008 - August 2008
Skills
Series 7, Series 63, Leadership, General Securities..., Youth Mentoring, Data Collection, Life Insurance, Series 65, Financial Advisor, General Lines Agent, Data Processing, Fundamental Analyst, Retirement
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Merrill Edge October 2014 - Present
AXA Advisors July 2012 - June 2014
Nationstar Mortgage 2010 - 2011
Infinity Management May 2008 - August 2008
Skills
Series 7, Series 63, Leadership, General Securities..., Youth Mentoring, Data Collection, Life Insurance, Series 65, Financial Advisor, General Lines Agent, Data Processing, Fundamental Analyst, Retirement
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Richard Monsour Richard Monsour's AXA Advisors Experience May 1980 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 1980 - Present
Skills
Financial Needs Analysis, Succession Planning, Retirement Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Business Administration
AXA Advisors May 1980 - Present
Skills
Financial Needs Analysis, Succession Planning, Retirement Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Business Administration
Patrick Bortz Patrick Bortz's AXA Advisors Experience 2012 - 2013
Job Member of Paramount Financial Strategies, LLC, helping you create, implement & update the financial plan for your future
Industry Financial Services
Experience
Paramount Financial Strategies, LLC May 2012 - Present
AXA Advisors 2012 - 2013
Skills
Retirement Planning, College Education..., Investment Advisory..., Financial Services, Wealth Management, Financial Analysis, Financial Advisory, Succession Planning, Business Continuity..., Risk Management, Estate Planning, Business Planning, Life Insurance..., Long-Term Care..., Investment Services, Disability Insurance...
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Robert Trulaske College of Business
Paramount Financial Strategies, LLC May 2012 - Present
AXA Advisors 2012 - 2013
Skills
Retirement Planning, College Education..., Investment Advisory..., Financial Services, Wealth Management, Financial Analysis, Financial Advisory, Succession Planning, Business Continuity..., Risk Management, Estate Planning, Business Planning, Life Insurance..., Long-Term Care..., Investment Services, Disability Insurance...
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Robert Trulaske College of Business
David Young IV's AXA Advisors Experience August 2014 - Present
Job Associate at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
AXA Advisors May 2014 - August 2014
'stache Media August 2013 - December 2013
Space Walk National HQ April 2013 - July 2013
Skills
PowerPoint, Social Media, Microsoft Office, Marketing, Social Media Marketing, Facebook, Market Research, Social Networking, Marketing Communications, Email Marketing, Marketing Strategy, Advertising, Online Marketing, Event Planning, Public Relations, Event Management, Online Advertising, Press Releases, Sales, Marketing Research, Account Management, Microsoft Excel, Salesforce.com, Time Management
Education
University of New Orleans
Bachelor's Degree, Marketing
AXA Advisors August 2014 - Present
AXA Advisors May 2014 - August 2014
'stache Media August 2013 - December 2013
Space Walk National HQ April 2013 - July 2013
Skills
PowerPoint, Social Media, Microsoft Office, Marketing, Social Media Marketing, Facebook, Market Research, Social Networking, Marketing Communications, Email Marketing, Marketing Strategy, Advertising, Online Marketing, Event Planning, Public Relations, Event Management, Online Advertising, Press Releases, Sales, Marketing Research, Account Management, Microsoft Excel, Salesforce.com, Time Management
Education
University of New Orleans
Bachelor's Degree, Marketing
Gayle Gruchow Gayle Gruchow's AXA Advisors Experience January 2014 - Present
Job Certified Financial Planner™ professional at AXA Advisors
Industry Banking
Experience
AXA Advisors January 2014 - Present
SunTrust Private Wealth Management July 2010 - May 2011
WellPoint July 2009 - July 2010
Valley Bank - Wealth Management Services March 2008 - December 2008
Skills
Investments, Banking, Finance, Financial Services, Risk Management, Insurance
Education
American College for Financial Planning
CFP®, Financial Planning
University of North Carolina at Greensboro
Bachelor's Degree, Public Health
AXA Advisors January 2014 - Present
SunTrust Private Wealth Management July 2010 - May 2011
WellPoint July 2009 - July 2010
Valley Bank - Wealth Management Services March 2008 - December 2008
Skills
Investments, Banking, Finance, Financial Services, Risk Management, Insurance
Education
American College for Financial Planning
CFP®, Financial Planning
University of North Carolina at Greensboro
Bachelor's Degree, Public Health
Joshua Hasler Joshua Hasler's AXA Advisors Experience June 2013 - August 2013
Job Research Assistant at University of Michigan Political Science Department
Industry Government Administration
Experience
University of Michigan Political Science Department October 2014 - Present
The Citizens Campaign June 2013 - August 2013
AXA Advisors June 2013 - August 2013
Obama for America October 2012 - November 2012
Skills
Databases, Microsoft Office, French, Data Entry, Research, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
University of Michigan 2014 — 2018
University of Michigan Political Science Department October 2014 - Present
The Citizens Campaign June 2013 - August 2013
AXA Advisors June 2013 - August 2013
Obama for America October 2012 - November 2012
Skills
Databases, Microsoft Office, French, Data Entry, Research, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
University of Michigan 2014 — 2018
Bryan Thayer Bryan Thayer's AXA Advisors Experience August 2011 - April 2012
Job Sales at Thayer Machinery
Industry Wholesale
Experience
Thayer Machinery May 2012 - Present
AXA Advisors August 2011 - April 2012
Skills
Sales, Cold Calling, Direct Sales, Selling, Sales Process, Sales Presentations, Wholesale, Sales Operations, Account Management, Pricing, B2B, New Business Development, Outside Sales, Sales operations
Education
University of Missouri-Columbia 2006 — 2011
Finance, General
University of Missouri-Columbia
Thayer Machinery May 2012 - Present
AXA Advisors August 2011 - April 2012
Skills
Sales, Cold Calling, Direct Sales, Selling, Sales Process, Sales Presentations, Wholesale, Sales Operations, Account Management, Pricing, B2B, New Business Development, Outside Sales, Sales operations
Education
University of Missouri-Columbia 2006 — 2011
Finance, General
University of Missouri-Columbia
Alanna Albrecht Alanna Albrecht's AXA Advisors Experience July 2012 - August 2012
Job Graduate of UNCChapel Hill
Industry Broadcast Media
Experience
Carolina Week and Sports Xtra January 2014 - May 2015
Habitat for Humanity of Orange County December 2013 - May 2015
China.org.cn May 2014 - August 2014
WNCN (Media General, Inc.) August 2013 - December 2013
WFLA-TV June 2013 - August 2013
The Spot Marketing Inc. June 2013 - August 2013
AXA Advisors July 2012 - August 2012
McConnell Golf (Wakefield TPC) May 2011 - June 2012
Wakefield TPC May 2007 - July 2010
Skills
Journalism, Spanish, Social Networking, Social Media, Public Speaking, Microsoft Office, Facebook, PowerPoint, Sports, Microsoft Word, Microsoft Excel, Blogging, Creative Writing, Research, Editing, Public Relations
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Journalism
Carolina Week and Sports Xtra January 2014 - May 2015
Habitat for Humanity of Orange County December 2013 - May 2015
China.org.cn May 2014 - August 2014
WNCN (Media General, Inc.) August 2013 - December 2013
WFLA-TV June 2013 - August 2013
The Spot Marketing Inc. June 2013 - August 2013
AXA Advisors July 2012 - August 2012
McConnell Golf (Wakefield TPC) May 2011 - June 2012
Wakefield TPC May 2007 - July 2010
Skills
Journalism, Spanish, Social Networking, Social Media, Public Speaking, Microsoft Office, Facebook, PowerPoint, Sports, Microsoft Word, Microsoft Excel, Blogging, Creative Writing, Research, Editing, Public Relations
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Journalism
Suzanne Lundeen Abrams's AXA Advisors Experience January 2006 - December 2008
Job Independent Financial Advisor, CEO
Industry Financial Services
Experience
LUNDEEN ABRAMS ADVISORS March 2014 - Present
KDV March 2013 - March 2014
Lundeen Abrams Advisors December 2008 - February 2013
AXA Advisors January 2006 - December 2008
Herff Jones Photography Division August 2003 - December 2006
Skills
Retirement Planning, Wealth Management, Wealth, Insurance, Investment Advisory, Life Insurance, Financial Advisory, Asset Management, Financial Planners, Financial Services, Finance, Disability Insurance, Business Planning, Estate Planning, Retirement, Strategic Financial..., Series 7, Wealth Management...
Education
University of Minnesota-Twin Cities 1999 — 2000
B.A., Fine Art
Willamette University 1997 — 1998
Hopkins High School
Perpich Center for Arts Education
LUNDEEN ABRAMS ADVISORS March 2014 - Present
KDV March 2013 - March 2014
Lundeen Abrams Advisors December 2008 - February 2013
AXA Advisors January 2006 - December 2008
Herff Jones Photography Division August 2003 - December 2006
Skills
Retirement Planning, Wealth Management, Wealth, Insurance, Investment Advisory, Life Insurance, Financial Advisory, Asset Management, Financial Planners, Financial Services, Finance, Disability Insurance, Business Planning, Estate Planning, Retirement, Strategic Financial..., Series 7, Wealth Management...
Education
University of Minnesota-Twin Cities 1999 — 2000
B.A., Fine Art
Willamette University 1997 — 1998
Hopkins High School
Perpich Center for Arts Education
Cody Hatcher Cody Hatcher's AXA Advisors Experience October 2012 - June 2013
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
AXA Advisors October 2012 - June 2013
International Consulting and Business Valuation, Through UNCW January 2012 - March 2013
Easter Seals NC & Virginia May 2009 - January 2012
Brian Center Health and Rehabilitation March 2006 - August 2009
Education
University of North Carolina at Wilmington 2007 — 2012
B.S. Business Administration, Finance and Economics
Vanguard August 2013 - Present
AXA Advisors October 2012 - June 2013
International Consulting and Business Valuation, Through UNCW January 2012 - March 2013
Easter Seals NC & Virginia May 2009 - January 2012
Brian Center Health and Rehabilitation March 2006 - August 2009
Education
University of North Carolina at Wilmington 2007 — 2012
B.S. Business Administration, Finance and Economics
Dave Leflar Dave Leflar's AXA Advisors Experience October 2006 - December 2007
Job Vice President of Marketing, Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group December 2010 - Present
GWG Life March 2010 - December 2010
Ameriprise Financial April 2008 - March 2010
Ameriprise Financial January 2008 - April 2008
Networked Professionals 2007 - 2008
AXA Advisors October 2006 - December 2007
Johnson Brothers Liquor Co. July 2004 - October 2006
Johnson Brothers Liquor Co. February 1999 - June 2004
Murphy's Landing June 1998 - September 1998
Skills
Series 7, Sales Management, Fixed Annuities, Securities, Insurance, Training, Retirement Planning, Account Management, Public Speaking, New Business Development, Selling, Strategic Financial..., Series 66, Series 24, Annuities, Customer Relations, Customer Service, Excel, Retail, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Budgeting, Compliance, Coaching, Word, Business Planning, Problem Solving, Financial Planning, Consultative Selling, Inventory Management, Marketing Strategy, Investments, Research, Team Leadership, Mentoring, Event Management, Planning, Asset Management, Salesforce.com, Business Strategy, Online Marketing, Critical Thinking
Education
University of Minnesota-Morris 1992 — 1997
BA, History Major, English Minor
Gradient Financial Group December 2010 - Present
GWG Life March 2010 - December 2010
Ameriprise Financial April 2008 - March 2010
Ameriprise Financial January 2008 - April 2008
Networked Professionals 2007 - 2008
AXA Advisors October 2006 - December 2007
Johnson Brothers Liquor Co. July 2004 - October 2006
Johnson Brothers Liquor Co. February 1999 - June 2004
Murphy's Landing June 1998 - September 1998
Skills
Series 7, Sales Management, Fixed Annuities, Securities, Insurance, Training, Retirement Planning, Account Management, Public Speaking, New Business Development, Selling, Strategic Financial..., Series 66, Series 24, Annuities, Customer Relations, Customer Service, Excel, Retail, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Budgeting, Compliance, Coaching, Word, Business Planning, Problem Solving, Financial Planning, Consultative Selling, Inventory Management, Marketing Strategy, Investments, Research, Team Leadership, Mentoring, Event Management, Planning, Asset Management, Salesforce.com, Business Strategy, Online Marketing, Critical Thinking
Education
University of Minnesota-Morris 1992 — 1997
BA, History Major, English Minor
Emilio Pastor Emilio Pastor's AXA Advisors Experience June 2012 - August 2012
Job Account Coordinator at ESPN
Industry Marketing and Advertising
Experience
ESPN September 2013 - Present
Axa Advisors June 2012 - August 2012
BICSA Panama July 2011 - August 2011
Skills
Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2013
Belen jesuit 2005 — 2009
ESPN September 2013 - Present
Axa Advisors June 2012 - August 2012
BICSA Panama July 2011 - August 2011
Skills
Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2013
Belen jesuit 2005 — 2009
Graham Nolen Graham Nolen's AXA Advisors Experience November 2014 - April 2015
Job Associate Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
AXA Advisors November 2014 - April 2015
LMI Services July 2014 - August 2014
SquadBattle December 2013 - February 2014
Staten Island Yankees May 2013 - July 2013
Skills
Proofreading, Customer Service, Microsoft Excel, Research, Editing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Fundraising, Public Speaking, Leadership
Education
University of Miami 2010 — 2014
Bachelor of Arts (B.A.), History
Morgan Stanley August 2015 - Present
AXA Advisors November 2014 - April 2015
LMI Services July 2014 - August 2014
SquadBattle December 2013 - February 2014
Staten Island Yankees May 2013 - July 2013
Skills
Proofreading, Customer Service, Microsoft Excel, Research, Editing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Fundraising, Public Speaking, Leadership
Education
University of Miami 2010 — 2014
Bachelor of Arts (B.A.), History
Robert M Draughon, CLU, ChFC Robert M Draughon, CLU, ChFC's AXA Advisors Experience March 1972 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1972 - Present
AXA Advisors 1972 - 2012
Skills
Retirement Planning, Wealth Management, Financial Analysis, Financial Advisory, Financial Planners, Financial Services, Strategic Financial..., Estate Planning, Asset Allocation, Life Insurance planning, Disability Insurance..., Medical Insurance...
Education
University of Mississippi 1968 — 1971
BBA, Business/Commerce, General
AXA Advisors March 1972 - Present
AXA Advisors 1972 - 2012
Skills
Retirement Planning, Wealth Management, Financial Analysis, Financial Advisory, Financial Planners, Financial Services, Strategic Financial..., Estate Planning, Asset Allocation, Life Insurance planning, Disability Insurance..., Medical Insurance...
Education
University of Mississippi 1968 — 1971
BBA, Business/Commerce, General
Darin Dennis Darin Dennis's AXA Advisors Experience September 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Defense & Space
Experience
AXA Advisors September 2013 - Present
Edward Jones October 2012 - July 2013
United States Air Force 2009 - August 2012
NY Air National Guard 1999 - 2009
Skills
Command, Military Operations, National Security, Defense, DoD, Military, Force Protection, Military Experience, Top Secret, Operational Planning, Intelligence, Security Clearance, Air Force
Education
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (BA), Economics
AXA Advisors September 2013 - Present
Edward Jones October 2012 - July 2013
United States Air Force 2009 - August 2012
NY Air National Guard 1999 - 2009
Skills
Command, Military Operations, National Security, Defense, DoD, Military, Force Protection, Military Experience, Top Secret, Operational Planning, Intelligence, Security Clearance, Air Force
Education
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (BA), Economics
Doug Mader Doug Mader's AXA Advisors Experience July 2000 - June 2002
Job Workforce Development Specialist at Western Nebraska Community College
Industry Education Management
Experience
Western Nebraska Community College May 2011 - Present
Western Nebraska Community College October 2009 - May 2011
Western Nebraska Community College September 2008 - October 2009
Mader, Tschacher, Peterson Wealth Management, LLC April 2003 - August 2008
AXA Advisors, LLC July 2002 - April 2003
AXA Advisors July 2000 - June 2002
Skills
Public Speaking, Coaching, Customer Service, Fundraising, Strategic Planning, Adult Education, Higher Education, Instructor-led Training, Training, Training Delivery, E-Learning, Community Outreach, Event Planning, Curriculum Design, Blended Learning, Learning Management, Program Development, Sales, Long-term Customer..., Leadership, Program Management, Staff Development, Organizational..., Grant Writing, Team Leadership, Management
Education
University of Nebraska-Lincoln 1998 — 2000
Master, Business Administration
University of Wyoming 1994 — 1998
Bachelor of Science, Business Administration
Western Nebraska Community College May 2011 - Present
Western Nebraska Community College October 2009 - May 2011
Western Nebraska Community College September 2008 - October 2009
Mader, Tschacher, Peterson Wealth Management, LLC April 2003 - August 2008
AXA Advisors, LLC July 2002 - April 2003
AXA Advisors July 2000 - June 2002
Skills
Public Speaking, Coaching, Customer Service, Fundraising, Strategic Planning, Adult Education, Higher Education, Instructor-led Training, Training, Training Delivery, E-Learning, Community Outreach, Event Planning, Curriculum Design, Blended Learning, Learning Management, Program Development, Sales, Long-term Customer..., Leadership, Program Management, Staff Development, Organizational..., Grant Writing, Team Leadership, Management
Education
University of Nebraska-Lincoln 1998 — 2000
Master, Business Administration
University of Wyoming 1994 — 1998
Bachelor of Science, Business Administration
Brenna Stutts Brenna Stutts's AXA Advisors Experience May 2012 - August 2012
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP July 2015 - Present
BDO USA, LLP June 2014 - August 2014
UNC Kenan-Flagler August 2012 - May 2014
AXA Advisors May 2012 - August 2012
AXA Advisors May 2011 - August 2011
Heritage Swim and Tennis Club July 2009 - October 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Business Administration
Wakefield High School 2006 — 2010
BDO USA, LLP July 2015 - Present
BDO USA, LLP June 2014 - August 2014
UNC Kenan-Flagler August 2012 - May 2014
AXA Advisors May 2012 - August 2012
AXA Advisors May 2011 - August 2011
Heritage Swim and Tennis Club July 2009 - October 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Business Administration
Wakefield High School 2006 — 2010
Tim Karn Tim Karn's AXA Advisors Experience February 2009 - May 2015
Job Farmers Insurance and Financial Services
Industry Insurance
Experience
Farmers Insurance Group of Companies July 2015 - Present
AXA Advisors February 2009 - May 2015
Jazz Pharmaceuticals April 2007 - October 2008
Elan Pharmaceuticals February 2002 - April 2007
Bayer March 1995 - February 2002
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Business Strategy, Coaching, Contract Negotiation, New Business Development, Leadership Development, Cross-functional Team..., Account Management, Financial Analysis, Data Analysis, Team Building, Microsoft Excel, Event Planning, Hospitals, Healthcare, Insurance, Microsoft Office, Microsoft Word, Networking, Outlook, Online Marketing, PowerPoint, Public Speaking, Recruiting, Financial Reporting, Strategy, Training, Team Leadership, Troubleshooting, Web Design, Leadership
Education
University of Nebraska at Kearney
Bachelor's degree, Business Education
University of Nebraska at Kearney
Farmers Insurance Group of Companies July 2015 - Present
AXA Advisors February 2009 - May 2015
Jazz Pharmaceuticals April 2007 - October 2008
Elan Pharmaceuticals February 2002 - April 2007
Bayer March 1995 - February 2002
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Business Strategy, Coaching, Contract Negotiation, New Business Development, Leadership Development, Cross-functional Team..., Account Management, Financial Analysis, Data Analysis, Team Building, Microsoft Excel, Event Planning, Hospitals, Healthcare, Insurance, Microsoft Office, Microsoft Word, Networking, Outlook, Online Marketing, PowerPoint, Public Speaking, Recruiting, Financial Reporting, Strategy, Training, Team Leadership, Troubleshooting, Web Design, Leadership
Education
University of Nebraska at Kearney
Bachelor's degree, Business Education
University of Nebraska at Kearney
C. Janelle Pace's AXA Advisors Experience October 1998 - August 2000
Job Financial Advisor at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2002 - Present
Pace Financial Services August 2000 - Present
AXA Advisors October 1998 - August 2000
Napa Valley Custom Label January 1994 - August 1998
Skills
Retirement Planning, Management, Finance, Wealth Management, Investments, Financial Advisory, Insurance, Mutual Funds, Retirement, Mortgage Lending, Series 7, Series 63, Small Business
Education
University of Nevada-Las Vegas 1989 — 1992
Bachelor of Science (BS), Business and Hotel Administration
Vintage High School 1982 — 1984
Cetera Advisor Networks LLC March 2002 - Present
Pace Financial Services August 2000 - Present
AXA Advisors October 1998 - August 2000
Napa Valley Custom Label January 1994 - August 1998
Skills
Retirement Planning, Management, Finance, Wealth Management, Investments, Financial Advisory, Insurance, Mutual Funds, Retirement, Mortgage Lending, Series 7, Series 63, Small Business
Education
University of Nevada-Las Vegas 1989 — 1992
Bachelor of Science (BS), Business and Hotel Administration
Vintage High School 1982 — 1984
Rick Orr's AXA Advisors Experience March 2006 - July 2010
Job Program Manager at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP June 2010 - Present
BCU Investment Advisors February 2010 - Present
AXA Advisors March 2006 - July 2010
H&R Block Financial Advisors June 1991 - March 2006
Skills
Banking, Financial Services, Investments, Retirement Planning, Series 7, Finance, Risk Management, Process Improvement, Portfolio Management, Strategic Financial..., Financial Analysis, Leadership, Strategy, Credit, Asset Management, Strategic Planning, Mortgage Lending, Loans, Team Building, Mutual Funds, Series 63, Coaching, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 1983 — 1987
B.S., Industrial Engineering
CUSO Financial Services, LP June 2010 - Present
BCU Investment Advisors February 2010 - Present
AXA Advisors March 2006 - July 2010
H&R Block Financial Advisors June 1991 - March 2006
Skills
Banking, Financial Services, Investments, Retirement Planning, Series 7, Finance, Risk Management, Process Improvement, Portfolio Management, Strategic Financial..., Financial Analysis, Leadership, Strategy, Credit, Asset Management, Strategic Planning, Mortgage Lending, Loans, Team Building, Mutual Funds, Series 63, Coaching, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 1983 — 1987
B.S., Industrial Engineering
David Marquis's AXA Advisors Experience July 2008 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2008 - Present
MSB December 2004 - November 2007
MSB Services 2005 - 2007
Enterasys Networks 2000 - 2004
Education
University of New Hampshire 1994 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
AXA Advisors July 2008 - Present
MSB December 2004 - November 2007
MSB Services 2005 - 2007
Enterasys Networks 2000 - 2004
Education
University of New Hampshire 1994 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Joanna Knieberg's AXA Advisors Experience May 2009 - June 2011
Job Joanna Deonath Knieberg, VP – Private Client Advisor
Industry Investment Management
Experience
JPMorgan Chase Bank N.A. June 2011 - Present
AXA Advisors May 2009 - June 2011
AIG Annuity August 2005 - April 2007
Wells Fargo 1996 - 2005
Education
University of North Texas 1993 — 1996
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase Bank N.A. June 2011 - Present
AXA Advisors May 2009 - June 2011
AIG Annuity August 2005 - April 2007
Wells Fargo 1996 - 2005
Education
University of North Texas 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Melissa Bloeser's AXA Advisors Experience July 2005 - April 2014
Job Private Wealth Advisor
Industry Financial Services
Experience
Legacy Wealth Partners LLC May 2014 - Present
AXA Advisors July 2005 - April 2014
Education
University of Northern Colorado 2001 — 2005
Bachelor's of Science, Business Administration
Bear Creek
Legacy Wealth Partners LLC May 2014 - Present
AXA Advisors July 2005 - April 2014
Education
University of Northern Colorado 2001 — 2005
Bachelor's of Science, Business Administration
Bear Creek
Greg Toy's AXA Advisors Experience September 2008 - October 2008
Job Financial Representative
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Al Hyde's AXA Advisors Experience December 2013 - February 2015
Job Lincoln Financial Services
Industry Financial Services
Experience
Lincoln Financial Services February 2015 - Present
AXA Advisors December 2013 - February 2015
Nashville Furniture Company December 1996 - December 2013
Skills
Sales, Management, Retail, Investments, Public Relations, Insurance, Estate Planning, Analysis, Retirement, Finance, Small Business, Strategic Planning, Customer Service, Marketing, Budgets, Public Speaking, Painting
Education
University of North Carolina at Chapel Hill 1992 — 1996
University of North Carolina at Chapel Hill 1992 — 1996
BA, Music, History
Lincoln Financial Services February 2015 - Present
AXA Advisors December 2013 - February 2015
Nashville Furniture Company December 1996 - December 2013
Skills
Sales, Management, Retail, Investments, Public Relations, Insurance, Estate Planning, Analysis, Retirement, Finance, Small Business, Strategic Planning, Customer Service, Marketing, Budgets, Public Speaking, Painting
Education
University of North Carolina at Chapel Hill 1992 — 1996
University of North Carolina at Chapel Hill 1992 — 1996
BA, Music, History
Sean Olert's AXA Advisors Experience December 2004 - June 2005
Job Compliance Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Merrill Lynch December 2007 - June 2010
Bank of America August 2005 - November 2007
AXA Advisors December 2004 - June 2005
Skills
Investments, Wealth Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science in Business Administration, Finance
Merrill Lynch July 2010 - Present
Merrill Lynch December 2007 - June 2010
Bank of America August 2005 - November 2007
AXA Advisors December 2004 - June 2005
Skills
Investments, Wealth Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science in Business Administration, Finance
Henry Sweat's AXA Advisors Experience March 2015 - Present
Job Financial Profesional with AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Nylife Securities, LLC July 2013 - March 2015
Capital One November 2012 - June 2013
Capital One October 2011 - November 2012
Bank of America November 2009 - October 2011
Bank of America June 2008 - November 2009
Bank of America July 2005 - June 2008
Skills
Sales, Investments, Public Speaking, Retirement Planning, 401k Rollovers, Annuity Sales, Life Insurance..., Legacy Planning, Asset Protection, Communication, Customer Satisfaction, Education Funding..., IRA Rollovers, Key Person Insurance, Personal Finance, Wealth Transfer..., Life Insurance, Finance, Financial Services, Leadership, Credit, Portfolio Management, Customer Service, Risk Management, Insurance, Underwriting, Management, Residential Mortgages
Education
University of Missouri-Columbia 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Irving MacArthur
AXA Advisors March 2015 - Present
Nylife Securities, LLC July 2013 - March 2015
Capital One November 2012 - June 2013
Capital One October 2011 - November 2012
Bank of America November 2009 - October 2011
Bank of America June 2008 - November 2009
Bank of America July 2005 - June 2008
Skills
Sales, Investments, Public Speaking, Retirement Planning, 401k Rollovers, Annuity Sales, Life Insurance..., Legacy Planning, Asset Protection, Communication, Customer Satisfaction, Education Funding..., IRA Rollovers, Key Person Insurance, Personal Finance, Wealth Transfer..., Life Insurance, Finance, Financial Services, Leadership, Credit, Portfolio Management, Customer Service, Risk Management, Insurance, Underwriting, Management, Residential Mortgages
Education
University of Missouri-Columbia 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Irving MacArthur
M. Jay Lynch's AXA Advisors Experience January 1996 - August 2007
Job Vice President Trust at US Bank
Industry Banking
Experience
US Bank August 2007 - Present
AXA Advisors January 1996 - August 2007
Education
University of Nebraska at Omaha
BA, Organizational Communication
US Bank August 2007 - Present
AXA Advisors January 1996 - August 2007
Education
University of Nebraska at Omaha
BA, Organizational Communication
Tony Oliva's AXA Advisors Experience May 2003 - July 2006
Job Operations Analyst at VCPI
Industry Information Technology and Services
Experience
VCPI April 2012 - Present
CNH November 2009 - March 2012
Tek Systems April 2009 - December 2009
Symmetry May 2007 - July 2008
Great-West Retirement Services August 2006 - May 2007
AXA Advisors May 2003 - July 2006
United States Bowling Congress September 1996 - April 2003
Bowling Inc. 1996 - 2003
Quarles & Brady LLP August 2002 - October 2002
Skills
Servers, Tape Backup, Netbackup, Tape Libraries
Education
University of Nebraska-Lincoln 1991 — 1996
VCPI April 2012 - Present
CNH November 2009 - March 2012
Tek Systems April 2009 - December 2009
Symmetry May 2007 - July 2008
Great-West Retirement Services August 2006 - May 2007
AXA Advisors May 2003 - July 2006
United States Bowling Congress September 1996 - April 2003
Bowling Inc. 1996 - 2003
Quarles & Brady LLP August 2002 - October 2002
Skills
Servers, Tape Backup, Netbackup, Tape Libraries
Education
University of Nebraska-Lincoln 1991 — 1996
Rich Heuberger's AXA Advisors Experience 1998 - 2000
Job registered rep at Sigma Financial Corp.
Industry Financial Services
Experience
Sigma Financial Corp. 2001 - Present
Brecek & Young 2000 - 2001
AXA Advisors 1998 - 2000
Skills
Annuities, Retirement Planning, Series 7, Series 66, 401k, Money Management, Insurance, Long Term Care
Education
University of Miami 1968 — 1969
Bachelor's degree, Finance, General
University of Miami
Sigma Financial Corp. 2001 - Present
Brecek & Young 2000 - 2001
AXA Advisors 1998 - 2000
Skills
Annuities, Retirement Planning, Series 7, Series 66, 401k, Money Management, Insurance, Long Term Care
Education
University of Miami 1968 — 1969
Bachelor's degree, Finance, General
University of Miami
Joshua Wostrel's AXA Advisors Experience February 2007 - November 2007
Job Great West
Industry Financial Services
Experience
Great-West Financial October 2014 - Present
Trust Company of America December 2012 - October 2014
Invesco Aim March 2008 - August 2009
AXA Advisors February 2007 - November 2007
Skills
401k, FINRA, Investments, Series 63, Series 7, Microsoft Excel, Salesforce.com, Leadership, Mutual Funds, Series 6, Call Centers, Customer Service, Life Insurance, Employee Benefits
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Arts, English, History
Great-West Financial October 2014 - Present
Trust Company of America December 2012 - October 2014
Invesco Aim March 2008 - August 2009
AXA Advisors February 2007 - November 2007
Skills
401k, FINRA, Investments, Series 63, Series 7, Microsoft Excel, Salesforce.com, Leadership, Mutual Funds, Series 6, Call Centers, Customer Service, Life Insurance, Employee Benefits
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Arts, English, History
Joshua Corn's AXA Advisors Experience December 2012 - January 2015
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
Blue Ocean Wealth Solutions, part of the MetLife Premier Client Group, an Office of MetLife August 2015 - Present
AXA Advisors December 2012 - January 2015
Chase March 2012 - December 2012
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance/Accounting, 3.5/4.0
Blue Ocean Wealth Solutions, part of the MetLife Premier Client Group, an Office of MetLife August 2015 - Present
AXA Advisors December 2012 - January 2015
Chase March 2012 - December 2012
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance/Accounting, 3.5/4.0
Cindy Lindle, CFP®'s AXA Advisors Experience August 2000 - February 2008
Job CERTIFIED FINANCIAL PLANNER ™ Practitioner at Lindle Hennessey Financial Group
Industry Financial Services
Experience
Lindle Hennessey Financial Group February 2008 - Present
AXA Advisors August 2000 - February 2008
Skills
Asset Allocation, Retirement Planning, Financial Planners, Securities, Investments, Finance, Financial Services, Personal Finance, FINRA, Certified Financial..., Wealth Management, Financial Goals, Investment Advisory, Mutual Funds, Series 7, Financial Planning, Insurance, Management
Education
University of Missouri-Columbia 1996 — 2000
BS/BA, Finance
Lindle Hennessey Financial Group February 2008 - Present
AXA Advisors August 2000 - February 2008
Skills
Asset Allocation, Retirement Planning, Financial Planners, Securities, Investments, Finance, Financial Services, Personal Finance, FINRA, Certified Financial..., Wealth Management, Financial Goals, Investment Advisory, Mutual Funds, Series 7, Financial Planning, Insurance, Management
Education
University of Missouri-Columbia 1996 — 2000
BS/BA, Finance
Matt Switzer's AXA Advisors Experience September 2009 - April 2010
Job Internal Wholesaler at American Century Investments
Industry Investment Management
Experience
American Century Investments March 2015 - Present
American Century Investments August 2014 - February 2015
UMB Bank August 2011 - July 2014
UMB Bank March 2010 - August 2011
AXA Advisors September 2009 - April 2010
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance and Banking
University of Bergamo
Rockhurst High School
American Century Investments March 2015 - Present
American Century Investments August 2014 - February 2015
UMB Bank August 2011 - July 2014
UMB Bank March 2010 - August 2011
AXA Advisors September 2009 - April 2010
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance and Banking
University of Bergamo
Rockhurst High School
Crystal Bryant's AXA Advisors Experience February 2006 - October 2008
Job at Kenny Electric Service
Industry Staffing and Recruiting
Experience
Kenny Electric Service February 2009 - Present
VACO October 2008 - February 2009
AXA Advisors February 2006 - October 2008
Country Insurance & Financial Services May 2005 - February 2006
Education
University of Northern Colorado 2001 — 2005
Kenny Electric Service February 2009 - Present
VACO October 2008 - February 2009
AXA Advisors February 2006 - October 2008
Country Insurance & Financial Services May 2005 - February 2006
Education
University of Northern Colorado 2001 — 2005
Michelle Star's AXA Advisors Experience December 2010 - Present
Job District Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2010 - Present
Academy Advisors June 2004 - June 2010
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts (BA), Photography
AXA Advisors December 2010 - Present
Academy Advisors June 2004 - June 2010
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts (BA), Photography
Preston Bennett's AXA Advisors Experience June 2010 - September 2010
Job Entrepreneur, Writer, and Soontobe Law Student
Industry Writing and Editing
Experience
Self-Employed January 2014 - Present
CageSpawn Clothing September 2012 - December 2013
Muaythai (Thai Boxing), Boxing September 2011 - August 2012
JPMorgan Chase October 2010 - August 2011
AXA Advisors June 2010 - September 2010
Education
University of Notre Dame 2005 — 2009
Self-Employed January 2014 - Present
CageSpawn Clothing September 2012 - December 2013
Muaythai (Thai Boxing), Boxing September 2011 - August 2012
JPMorgan Chase October 2010 - August 2011
AXA Advisors June 2010 - September 2010
Education
University of Notre Dame 2005 — 2009
Jeff Premer's AXA Advisors Experience August 2005 - December 2007
Job Producer at Shelter Insurance Companies
Industry Management Consulting
Experience
Shelter Insurance Companies June 2014 - Present
Walker Adrian May 2013 - November 2013
US Banccorp February 2008 - December 2010
AXA Advisors August 2005 - December 2007
Dr Pepper / 7UP February 1998 - March 2006
Skills
Strategic Planning, Customer Service, Business Analysis, Sales Management, Budgets, Retail, New Business Development, Property & Casualty..., Project Management
Education
University of Villanova Online 2011 — 2011
Black Belt, Lean Six Sigma
University of Northern Colorado 1995 — 1997
BS, Business Administration
Shelter Insurance Companies June 2014 - Present
Walker Adrian May 2013 - November 2013
US Banccorp February 2008 - December 2010
AXA Advisors August 2005 - December 2007
Dr Pepper / 7UP February 1998 - March 2006
Skills
Strategic Planning, Customer Service, Business Analysis, Sales Management, Budgets, Retail, New Business Development, Property & Casualty..., Project Management
Education
University of Villanova Online 2011 — 2011
Black Belt, Lean Six Sigma
University of Northern Colorado 1995 — 1997
BS, Business Administration
Douglas Heyen's AXA Advisors Experience October 2009 - May 2010
Job Business Professional
Industry Financial Services
Experience
AXA Advisors October 2009 - May 2010
Beneficial Finance Co December 2007 - April 2009
HSBC 1978 - 2009
HSBC Insurance Services June 2007 - November 2007
Household International September 1994 - June 2007
Household International September 1994 - June 2007
Education
University of Nebraska-Lincoln 1973 — 1977
Bachelors, Criminal Justice
AXA Advisors October 2009 - May 2010
Beneficial Finance Co December 2007 - April 2009
HSBC 1978 - 2009
HSBC Insurance Services June 2007 - November 2007
Household International September 1994 - June 2007
Household International September 1994 - June 2007
Education
University of Nebraska-Lincoln 1973 — 1977
Bachelors, Criminal Justice
Brandon Bastuba's AXA Advisors Experience January 2010 - May 2010
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark October 2014 - Present
AssetMark June 2014 - October 2014
AssetMark May 2010 - June 2014
AXA Advisors January 2010 - May 2010
AXA Advisors May 2007 - December 2009
Skills
CRM, Financial Advisory, Portfolio Management, Asset Allocation, Insurance, New Business Development, Finance, Analysis, Sales
Education
University of Michigan 2003 — 2006
BA, Economics & Political Science
AssetMark October 2014 - Present
AssetMark June 2014 - October 2014
AssetMark May 2010 - June 2014
AXA Advisors January 2010 - May 2010
AXA Advisors May 2007 - December 2009
Skills
CRM, Financial Advisory, Portfolio Management, Asset Allocation, Insurance, New Business Development, Finance, Analysis, Sales
Education
University of Michigan 2003 — 2006
BA, Economics & Political Science
Ronnie Good's AXA Advisors Experience January 2007 - December 2007
Job Health & Safety Specialist, Sr, SGE at ASRC FEDERAL Research & Technology Solutions LLC @ NASA SSC
Industry Information Technology and Services
Experience
ASRC RESEARCH & TECHNOLOGY SOLUTIONS LLC February 2013 - Present
Cadence Bank, N.A. September 2009 - December 2012
Lowndes Co Sheriff's Office September 2002 - June 2010
Babcock & Wilcox January 2009 - March 2009
Malachi Financial Group January 2008 - December 2008
AXA Advisors January 2007 - December 2007
Golden Triangle Waste Services December 2004 - September 2006
Burkhalter Rigging January 2000 - December 2004
Inacom Information Systems January 1999 - January 2000
Self Employed EHS Consultant September 1997 - January 1999
Skills
Strategic Planning, Risk Management, Financial Analysis, Project Management, Team Building, Budgets, Banking, Portfolio Management, Microsoft Office
Education
University of Mississippi 1981 — 1987
BS, Chemical Engineering
ASRC RESEARCH & TECHNOLOGY SOLUTIONS LLC February 2013 - Present
Cadence Bank, N.A. September 2009 - December 2012
Lowndes Co Sheriff's Office September 2002 - June 2010
Babcock & Wilcox January 2009 - March 2009
Malachi Financial Group January 2008 - December 2008
AXA Advisors January 2007 - December 2007
Golden Triangle Waste Services December 2004 - September 2006
Burkhalter Rigging January 2000 - December 2004
Inacom Information Systems January 1999 - January 2000
Self Employed EHS Consultant September 1997 - January 1999
Skills
Strategic Planning, Risk Management, Financial Analysis, Project Management, Team Building, Budgets, Banking, Portfolio Management, Microsoft Office
Education
University of Mississippi 1981 — 1987
BS, Chemical Engineering
Leon Pomerance's AXA Advisors Experience September 2000 - December 2006
Job Attorney at Law at Leon Pomerance
Industry Legal Services
Experience
Leon Pomerance January 2008 - Present
Ag&h 2010 - 2012
Congregation B'nai Torah 2005 - 2011
AXA Financial September 2000 - December 2007
AXA Advisors September 2000 - December 2006
Skills
Financial Planning, Estate Planning, Succession Planning, Trusts, LLC, Strategic Financial..., Wills, Estate Tax Planning, Wealth, Asset Protection, Business Formation, Tax Law, Estate Administration, Financial Planners, High Net Worth..., Corporate Law, Bankruptcy, Powers of Attorney
Education
University of Miami School of Law 1970 — 1971
LLM, Taxation
University of Florida, J.D. 1965 — 1968
Doctor of Law (J.D.)
Leon Pomerance January 2008 - Present
Ag&h 2010 - 2012
Congregation B'nai Torah 2005 - 2011
AXA Financial September 2000 - December 2007
AXA Advisors September 2000 - December 2006
Skills
Financial Planning, Estate Planning, Succession Planning, Trusts, LLC, Strategic Financial..., Wills, Estate Tax Planning, Wealth, Asset Protection, Business Formation, Tax Law, Estate Administration, Financial Planners, High Net Worth..., Corporate Law, Bankruptcy, Powers of Attorney
Education
University of Miami School of Law 1970 — 1971
LLM, Taxation
University of Florida, J.D. 1965 — 1968
Doctor of Law (J.D.)
Jordan Shea's AXA Advisors Experience January 2008 - Present
Job Employee Benefits Account Manager at AXA Advisors
Industry Insurance
Experience
AXA Advisors January 2008 - Present
Suntrust Mort September 2004 - January 2007
Northwestern Mutual, Atlanta, GA January 2003 - June 2005
Skills
Employee Benefits, Customer Service, Training, Risk Management, Sales, Account Management, Strategic Planning, Financial Analysis, Health Insurance, Insurance, Marketing Strategy
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charlotte Country Day 1985 — 1997
AXA Advisors January 2008 - Present
Suntrust Mort September 2004 - January 2007
Northwestern Mutual, Atlanta, GA January 2003 - June 2005
Skills
Employee Benefits, Customer Service, Training, Risk Management, Sales, Account Management, Strategic Planning, Financial Analysis, Health Insurance, Insurance, Marketing Strategy
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charlotte Country Day 1985 — 1997
Nawaf Nizamudeen's AXA Advisors Experience October 2012 - March 2013
Job at
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF July 2013 - May 2015
AXA Advisors October 2012 - March 2013
Thermotech, Inc July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Financial Analysis, Leadership, Time Management, Research, Public Speaking, Data Analysis, Market Research, Team Leadership, Marketing, Budgets, Helping Clients Succeed, Long-term Customer..., Financial Advisory
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
NES 2003 — 2007
TIAA-CREF May 2015 - Present
TIAA-CREF July 2013 - May 2015
AXA Advisors October 2012 - March 2013
Thermotech, Inc July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Financial Analysis, Leadership, Time Management, Research, Public Speaking, Data Analysis, Market Research, Team Leadership, Marketing, Budgets, Helping Clients Succeed, Long-term Customer..., Financial Advisory
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
NES 2003 — 2007
Michael McNenny's AXA Advisors Experience 2006 - 2014
Job
Industry
Experience
AXA Advisors 2006 - 2014
Education
University of Montana
AXA Advisors 2006 - 2014
Education
University of Montana
Kelee Torres's AXA Advisors Experience July 2004 - October 2010
Job Marketing Coodinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2004 - October 2010
Education
University of North Texas 1999 — 2003
BBA, Financial Services
AXA Advisors July 2004 - October 2010
Education
University of North Texas 1999 — 2003
BBA, Financial Services
Lou Haidous's AXA Advisors Experience November 2010 - June 2013
Job Inside Sales Manager at Radius Intelligence HIRING!
Industry Information Services
Experience
Radius Intelligence November 2014 - Present
Radius Intelligence March 2014 - Present
E*TRADE Financial June 2013 - March 2014
AXA Advisors November 2010 - June 2013
Michigan International Corporation July 2008 - October 2010
Samsung 2008 - 2009
Skills
Leadership, Sales, Cross-functional Team..., Sales Management, Business Strategy, Sales Operations, Investments, Strategic Planning, Consulting, Strategic Financial..., Financial Analysis, Securities, Financial Markets, Risk Management, Portfolio Management, Data Analysis, Management Consulting, Derivatives, Process Improvement, Financial Advisory, Six Sigma, Competitive Analysis, Management
Education
University of Michigan 2004 — 2008
Industrial and Operations Engineering
University of Michigan
Radius Intelligence November 2014 - Present
Radius Intelligence March 2014 - Present
E*TRADE Financial June 2013 - March 2014
AXA Advisors November 2010 - June 2013
Michigan International Corporation July 2008 - October 2010
Samsung 2008 - 2009
Skills
Leadership, Sales, Cross-functional Team..., Sales Management, Business Strategy, Sales Operations, Investments, Strategic Planning, Consulting, Strategic Financial..., Financial Analysis, Securities, Financial Markets, Risk Management, Portfolio Management, Data Analysis, Management Consulting, Derivatives, Process Improvement, Financial Advisory, Six Sigma, Competitive Analysis, Management
Education
University of Michigan 2004 — 2008
Industrial and Operations Engineering
University of Michigan
MacKenzie Stuart's AXA Advisors Experience January 2014 - Present
Job Financial Consultant, AXA Advisors & Corporate Pilot
Industry Financial Services
Experience
Dergalis Associates May 2015 - Present
AXA Advisors January 2014 - Present
Tradewind Aviation September 2013 - June 2014
Tiger Investment Services September 2009 - October 2013
Oxford Flight June 2008 - November 2012
TES Aviation LLC November 2010 - May 2012
Seeds of Peace 2010 - 2012
The Boulders Inn February 2005 - June 2010
USA Field Hockey 2000 - 2006
Skills
Commercial Piloting, Wealth Management, investment services, Investment planning, Business succession..., Business succession..., Executive benefits..., Education planning..., Long-term care planning..., Estate planning..., Retirement planning
Education
Regents College, London, UK 2006 — 2007
Bachelors of Science, Journalism
University of New Hampshire 2003 — 2007
Bachelors of Science, Tourism and Planning
Shepaug Valley
Dergalis Associates May 2015 - Present
AXA Advisors January 2014 - Present
Tradewind Aviation September 2013 - June 2014
Tiger Investment Services September 2009 - October 2013
Oxford Flight June 2008 - November 2012
TES Aviation LLC November 2010 - May 2012
Seeds of Peace 2010 - 2012
The Boulders Inn February 2005 - June 2010
USA Field Hockey 2000 - 2006
Skills
Commercial Piloting, Wealth Management, investment services, Investment planning, Business succession..., Business succession..., Executive benefits..., Education planning..., Long-term care planning..., Estate planning..., Retirement planning
Education
Regents College, London, UK 2006 — 2007
Bachelors of Science, Journalism
University of New Hampshire 2003 — 2007
Bachelors of Science, Tourism and Planning
Shepaug Valley
Eric C Hirsch's AXA Advisors Experience June 2006 - August 2006
Job Business Services Officer Portfolio Manager at BB&T
Industry Financial Services
Experience
BB&T July 2007 - Present
AXA Advisors June 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2007
BSBA, Accounting, Corporate Finance
BB&T July 2007 - Present
AXA Advisors June 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2007
BSBA, Accounting, Corporate Finance
Carlos G. Rodriguez Leon-Ponte's AXA Advisors Experience March 2011 - June 2011
Job Finance, Economics, and Marketing
Industry Financial Services
Experience
Vector Global WMG June 2011 - August 2011
AXA Advisors March 2011 - June 2011
Education
University of Miami 2010 — 2012
Vector Global WMG June 2011 - August 2011
AXA Advisors March 2011 - June 2011
Education
University of Miami 2010 — 2012
Cameron King, CSS, CSW's AXA Advisors Experience April 2010 - August 2010
Job OnPremise Sales Representative
Industry Wine and Spirits
Experience
Johnson Brothers Liquor Co July 2015 - Present
Southern Wine & Spirits October 2013 - Present
Southern Wine and Spirits October 2011 - September 2013
AXA Advisors April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Account Management, Cold Calling, Social Media, Wine Tasting, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business
Johnson Brothers Liquor Co July 2015 - Present
Southern Wine & Spirits October 2013 - Present
Southern Wine and Spirits October 2011 - September 2013
AXA Advisors April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Account Management, Cold Calling, Social Media, Wine Tasting, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business
Russell Thaw's AXA Advisors Experience November 2011 - November 2014
Job Account Executive at Numerix
Industry Financial Services
Experience
Numerix November 2014 - Present
AXA Advisors November 2011 - November 2014
Skills
Series 7, Retirement Planning, Investments, Series 63, Fixed Income, Securities, Asset Allocation, Due Diligence, Sales, Lead Generation, Customer Service, Equities, Risk Management, Financial Analysis, Financial Services, Sales Presentations, Deal Closure, Account Management
Education
University of Michigan 2006 — 2010
Bachelor of Arts, Economics
Numerix November 2014 - Present
AXA Advisors November 2011 - November 2014
Skills
Series 7, Retirement Planning, Investments, Series 63, Fixed Income, Securities, Asset Allocation, Due Diligence, Sales, Lead Generation, Customer Service, Equities, Risk Management, Financial Analysis, Financial Services, Sales Presentations, Deal Closure, Account Management
Education
University of Michigan 2006 — 2010
Bachelor of Arts, Economics
Matt Jarrell CFP®'s AXA Advisors Experience June 2010 - June 2013
Job CERTIFIED FINANCIAL PLANNER® at St. Louis Financial Planners
Industry Financial Services
Experience
St. Louis Financial Planners June 2013 - Present
AXA Advisors June 2010 - June 2013
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds, Wealth Management, Series 7, Financial Advisory, Estate Planning, Investment Strategies, Financial Analysis
Education
University of Missouri-Columbia 2005 — 2009
History, Major or field
St. Louis Financial Planners June 2013 - Present
AXA Advisors June 2010 - June 2013
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds, Wealth Management, Series 7, Financial Advisory, Estate Planning, Investment Strategies, Financial Analysis
Education
University of Missouri-Columbia 2005 — 2009
History, Major or field
Elliot Burkhart's AXA Advisors Experience July 2014 - Present
Job Consultant at AXA Advisors
Industry Information Technology and Services
Experience
AXA Advisors July 2014 - Present
Digital Tribe Games May 2013 - September 2013
Burger Shack March 2012 - February 2013
Duncan's Cleaners June 2011 - June 2012
Skills
Restaurants, Food & Beverage, Food Service, Hospitality, Fine Dining, Catering, Menu Development, Bartending, Food, Customer Service, Banquets, Microsoft Office, Hospitality Management, Microsoft Word, Micros, Restaurant Management, Time Management
Education
University of North Texas 2008 — 2014
Bachelor of Business Administration (B.B.A.), General Business
AXA Advisors July 2014 - Present
Digital Tribe Games May 2013 - September 2013
Burger Shack March 2012 - February 2013
Duncan's Cleaners June 2011 - June 2012
Skills
Restaurants, Food & Beverage, Food Service, Hospitality, Fine Dining, Catering, Menu Development, Bartending, Food, Customer Service, Banquets, Microsoft Office, Hospitality Management, Microsoft Word, Micros, Restaurant Management, Time Management
Education
University of North Texas 2008 — 2014
Bachelor of Business Administration (B.B.A.), General Business
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO