AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Ryan Lau Ryan Lau's AXA Advisors Experience October 2008 - Present
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors October 2008 - Present
First Investors August 2007 - September 2008
Skills
Retirement Planning, Wealth Management...
Education
University of South Florida
Bachelor of Science (BS), Finance
AXA Advisors October 2008 - Present
First Investors August 2007 - September 2008
Skills
Retirement Planning, Wealth Management...
Education
University of South Florida
Bachelor of Science (BS), Finance
Michael Wexler Michael Wexler's AXA Advisors Experience August 2011 - February 2013
Job Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Morgan Stanley February 2013 - August 2014
AXA Advisors August 2011 - February 2013
Education
University of Rochester 2007 — 2011
BA/BS, History
Legg Mason August 2014 - Present
Morgan Stanley February 2013 - August 2014
AXA Advisors August 2011 - February 2013
Education
University of Rochester 2007 — 2011
BA/BS, History
Jeff Dorward, CFP® Jeff Dorward, CFP®'s AXA Advisors Experience January 2001 - June 2011
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2015 - Present
MPPL Financial January 2013 - January 2015
Comprehensive Asset Management June 2011 - January 2015
Crump Life Insurance Services June 2011 - January 2015
Midwest Professional Planners, Ltd. April 2004 - January 2015
Grace242 (Church) November 2012 - June 2014
AXA Advisors January 2001 - June 2011
AXA December 2000 - June 2011
M&I Data Services (Metavante) February 1983 - March 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Risk Management, Asset Management, Securities, Finance, Estate Planning, Insurance, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certificate, Retirement Planning
University of Wisconsin-Eau Claire 1975 — 1980
BBA, Finance
MetLife January 2015 - Present
MPPL Financial January 2013 - January 2015
Comprehensive Asset Management June 2011 - January 2015
Crump Life Insurance Services June 2011 - January 2015
Midwest Professional Planners, Ltd. April 2004 - January 2015
Grace242 (Church) November 2012 - June 2014
AXA Advisors January 2001 - June 2011
AXA December 2000 - June 2011
M&I Data Services (Metavante) February 1983 - March 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Risk Management, Asset Management, Securities, Finance, Estate Planning, Insurance, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certificate, Retirement Planning
University of Wisconsin-Eau Claire 1975 — 1980
BBA, Finance
Jessica Reeser Jessica Reeser's AXA Advisors Experience June 2011 - December 2011
Job Cryptologic Linguist at US Army
Industry Military
Experience
US Army February 2012 - Present
AXA Advisors June 2011 - December 2011
University of Rochester August 2007 - May 2011
University of Rochester August 2009 - December 2009
Skills
Data Analysis, Microsoft Office, Analysis, Economics, Data Entry, Event Planning, Research, Teamwork, OS X, Windows
Education
Defense Language Institute 2012 — 2013
Farsi
University of Rochester 2007 — 2011
BA, Economics, Russian
US Army February 2012 - Present
AXA Advisors June 2011 - December 2011
University of Rochester August 2007 - May 2011
University of Rochester August 2009 - December 2009
Skills
Data Analysis, Microsoft Office, Analysis, Economics, Data Entry, Event Planning, Research, Teamwork, OS X, Windows
Education
Defense Language Institute 2012 — 2013
Farsi
University of Rochester 2007 — 2011
BA, Economics, Russian
Braezen Subick Braezen Subick's AXA Advisors Experience January 2012 - May 2012
Job FACD Candidate
Industry Financial Services
Experience
Edward Jones April 2015 - Present
M&T Bank June 2012 - March 2015
AXA Advisors January 2012 - May 2012
Chartis May 2011 - August 2011
Skills
Retail Banking, Business Banking, Investment Banking, Mortgage Banking, Home Equity Lines of..., Life Insurance, Refinance, Reverse Mortgages, Cold Calling, Manage Client..., Commercial Banking
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics and Business
Don Bosco Preparatory High School 2004 — 2008
Edward Jones April 2015 - Present
M&T Bank June 2012 - March 2015
AXA Advisors January 2012 - May 2012
Chartis May 2011 - August 2011
Skills
Retail Banking, Business Banking, Investment Banking, Mortgage Banking, Home Equity Lines of..., Life Insurance, Refinance, Reverse Mortgages, Cold Calling, Manage Client..., Commercial Banking
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics and Business
Don Bosco Preparatory High School 2004 — 2008
Brendan Dauscher's AXA Advisors Experience July 2014 - September 2014
Job Liability Claims Adjuster GEICO
Industry Insurance
Experience
GEICO June 2015 - Present
State Farm - M Smith Insurance Agency Inc September 2014 - June 2015
AXA Advisors July 2014 - September 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Statistics, Customer Service, Public Speaking, Critical Thinking, Leadership
Education
University of Pittsburgh 2010 — 2014
Bachelor Science in Business Administration (B.S.B.A), Supply Chain Management, Alumnus
Walt Whitman High School Huntington Station, NY 2007 — 2010
GEICO June 2015 - Present
State Farm - M Smith Insurance Agency Inc September 2014 - June 2015
AXA Advisors July 2014 - September 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Statistics, Customer Service, Public Speaking, Critical Thinking, Leadership
Education
University of Pittsburgh 2010 — 2014
Bachelor Science in Business Administration (B.S.B.A), Supply Chain Management, Alumnus
Walt Whitman High School Huntington Station, NY 2007 — 2010
Dan Ohayon's AXA Advisors Experience March 2014 - Present
Job Vice President at AXA French Desk
Industry Financial Services
Experience
AXA Advisors March 2014 - Present
UBP Asset Management December 2013 - May 2014
Credit Agricole Investment Bank September 2011 - March 2013
Credit Agricole Investment Bank July 2010 - March 2011
Société Générale June 2008 - August 2008
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Hedge Funds, Structured Products, FX Options, Foreign Exchange, Retirement Planning, Financial Planning, Wealth Management, Wealth Preservation
Education
Laval University of Quebec 2009 — 2010
Master of Science (M.Sc), Finance
Université Panthéon Sorbonne (Paris I) 2008 — 2010
Master's Degree, Corporate Finance
AXA Advisors March 2014 - Present
UBP Asset Management December 2013 - May 2014
Credit Agricole Investment Bank September 2011 - March 2013
Credit Agricole Investment Bank July 2010 - March 2011
Société Générale June 2008 - August 2008
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Hedge Funds, Structured Products, FX Options, Foreign Exchange, Retirement Planning, Financial Planning, Wealth Management, Wealth Preservation
Education
Laval University of Quebec 2009 — 2010
Master of Science (M.Sc), Finance
Université Panthéon Sorbonne (Paris I) 2008 — 2010
Master's Degree, Corporate Finance
Jason Choe Jason Choe's AXA Advisors Experience June 2013 - August 2013
Job Cyber Risk Services at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, IT Audit, Accounting, Data Analysis, Visio, Access, Editing, Database Design, Financial Accounting, Regulatory Compliance, PowerPoint, Finance, Microsoft Office
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Accounting - Accounting Information Systems Track
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, IT Audit, Accounting, Data Analysis, Visio, Access, Editing, Database Design, Financial Accounting, Regulatory Compliance, PowerPoint, Finance, Microsoft Office
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Accounting - Accounting Information Systems Track
Lisa Delp Lisa Delp's AXA Advisors Experience October 2012 - December 2012
Job Human Resources Generalist
Industry Human Resources
Experience
GIS June 2015 - Present
Durafiber Technologies January 2015 - June 2015
YMCA January 2014 - December 2014
Ingersoll Rand May 2014 - August 2014
Palmetto Health December 2013 - January 2014
Ellett Brothers Inc March 2013 - August 2013
First Citizens Bank & Trust of South Carolina March 2012 - March 2013
AXA Advisors October 2012 - December 2012
Rogers Townsend & Thomas, PC 2009 - 2012
Skills
Recruiting, Policy, Screening, Time Management, Talent Management, Employee Relations, Human Resources, Payroll, Talent Acquisition, Benefits Administration, Administrative..., Interviews, Accounting, Hiring, Networking, Performance Management, Microsoft Office, Leadership, Onboarding
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Human Resources, Human Resources, 3.6/4.0
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Marketing with an emphasis in HR, 3.6/4.0
Southwestern High School 2003 — 2007
GIS June 2015 - Present
Durafiber Technologies January 2015 - June 2015
YMCA January 2014 - December 2014
Ingersoll Rand May 2014 - August 2014
Palmetto Health December 2013 - January 2014
Ellett Brothers Inc March 2013 - August 2013
First Citizens Bank & Trust of South Carolina March 2012 - March 2013
AXA Advisors October 2012 - December 2012
Rogers Townsend & Thomas, PC 2009 - 2012
Skills
Recruiting, Policy, Screening, Time Management, Talent Management, Employee Relations, Human Resources, Payroll, Talent Acquisition, Benefits Administration, Administrative..., Interviews, Accounting, Hiring, Networking, Performance Management, Microsoft Office, Leadership, Onboarding
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Human Resources, Human Resources, 3.6/4.0
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Marketing with an emphasis in HR, 3.6/4.0
Southwestern High School 2003 — 2007
Kenneth (Brett) Boswell, MBA's AXA Advisors Experience June 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
RE/MAX Excalibur April 2012 - March 2014
Boswell & Associates November 1998 - February 2013
Skills
College Planning, Finance, Insurance, Management, Analysis, Securities, Real Estate, Fraud, Retirement Planning
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration
Arizona State University, Criminal Justice 2007 — 2010
Bachelor of Science (BSc), Criminal Justice
Chapparal High School 1993 — 1997
High School
AXA Advisors June 2014 - Present
RE/MAX Excalibur April 2012 - March 2014
Boswell & Associates November 1998 - February 2013
Skills
College Planning, Finance, Insurance, Management, Analysis, Securities, Real Estate, Fraud, Retirement Planning
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration
Arizona State University, Criminal Justice 2007 — 2010
Bachelor of Science (BSc), Criminal Justice
Chapparal High School 1993 — 1997
High School
Ngan Cheng Ngan Cheng's AXA Advisors Experience April 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Wah Sing April 2006 - July 2013
Skills
Education Planning..., Investment Services, Insurance Services, Retirement Planning..., Wealth Management
Education
University of Rochester 1991 — 1995
Bachelor of Science (BS), Chemical Engineering
High School of Art & Design 1987 — 1991
Regents Diploma, Industrial Design
AXA Advisors April 2014 - Present
Wah Sing April 2006 - July 2013
Skills
Education Planning..., Investment Services, Insurance Services, Retirement Planning..., Wealth Management
Education
University of Rochester 1991 — 1995
Bachelor of Science (BS), Chemical Engineering
High School of Art & Design 1987 — 1991
Regents Diploma, Industrial Design
Dustin Rosenberg Dustin Rosenberg's AXA Advisors Experience November 2011 - August 2012
Job VP of Commercial Finance at Ardent Financial Corp
Industry Financial Services
Experience
Ardent Financing Corp 2014 - Present
Commercial Finance & Leasing Bank of Cardiff, Inc. 2013 - 2014
TixAlert, Inc. 2012 - 2014
CIRE Partners May 2012 - December 2013
Americal Business Finance LLC June 2012 - September 2013
AXA Advisors November 2011 - August 2012
Skills
Investments, Commercial Real Estate, SBA, SBA 504, Small Business Lending, Commercial Lending, Franchising, Facebook, Customer Service, Social Networking, Sales, Leadership, Marketing, Management, Financial Analysis, Entrepreneurship, Loans
Education
San Diego State University 2010 — 2013
Bachelor of Science (BS), Finance, Graduated
University of San Diego 2008 — 2010
Biology, General
Loyola High School 2004 — 2008
Graduated
Ardent Financing Corp 2014 - Present
Commercial Finance & Leasing Bank of Cardiff, Inc. 2013 - 2014
TixAlert, Inc. 2012 - 2014
CIRE Partners May 2012 - December 2013
Americal Business Finance LLC June 2012 - September 2013
AXA Advisors November 2011 - August 2012
Skills
Investments, Commercial Real Estate, SBA, SBA 504, Small Business Lending, Commercial Lending, Franchising, Facebook, Customer Service, Social Networking, Sales, Leadership, Marketing, Management, Financial Analysis, Entrepreneurship, Loans
Education
San Diego State University 2010 — 2013
Bachelor of Science (BS), Finance, Graduated
University of San Diego 2008 — 2010
Biology, General
Loyola High School 2004 — 2008
Graduated
Ryan McLain Ryan McLain's AXA Advisors Experience April 2004 - Present
Job Divisional Vice President & Director of Retirement Benefits Group at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2004 - Present
Education
University of Richmond 1998 — 2002
B.S., Business Administration, Marketing
University of Richmond - Robins School of Business 1998 — 2002
Bachelor of Science (BS), Marketing
Phi Gamma Delta Fraternity
AXA Advisors April 2004 - Present
Education
University of Richmond 1998 — 2002
B.S., Business Administration, Marketing
University of Richmond - Robins School of Business 1998 — 2002
Bachelor of Science (BS), Marketing
Phi Gamma Delta Fraternity
Saman Bigharaz's AXA Advisors Experience July 2014 - November 2014
Job Consumer Banking
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
Daniel Alcala Daniel Alcala's AXA Advisors Experience January 2013 - October 2013
Job Relationship Manager / Sales Supervisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Bryan Stoner's AXA Advisors Experience January 2012 - June 2015
Job Financial Advisor at Parry Financial
Industry Financial Services
Experience
Parry Financial June 2015 - Present
rewardStyle March 2008 - Present
Stoner, Albright & Company January 2009 - Present
AXA Advisors January 2012 - June 2015
Paramount Field Services, LLC May 2008 - December 2008
LevelTen Interactive September 2006 - June 2008
Miller Ad Agency August 2005 - September 2006
Phase 2 February 2002 - January 2003
Skills
Retirement Planning, Investment Advisory, Financial Analysis, Employee Benefits, Management
Education
University of Oklahoma
Bachelor of Arts (BA), Sociology and Communications
Parry Financial June 2015 - Present
rewardStyle March 2008 - Present
Stoner, Albright & Company January 2009 - Present
AXA Advisors January 2012 - June 2015
Paramount Field Services, LLC May 2008 - December 2008
LevelTen Interactive September 2006 - June 2008
Miller Ad Agency August 2005 - September 2006
Phase 2 February 2002 - January 2003
Skills
Retirement Planning, Investment Advisory, Financial Analysis, Employee Benefits, Management
Education
University of Oklahoma
Bachelor of Arts (BA), Sociology and Communications
Temesa Johnson Temesa Johnson's AXA Advisors Experience 2010 - 2013
Job Educator at Little Elm Independent School District
Industry Education Management
Experience
Little Elm Independent School District August 2005 - Present
AXA Advisors 2010 - 2013
Skills
Staff Development, Tutoring, Teaching, Curriculum Design, Educational Leadership, Curriculum Development, Public Speaking, Classroom, Lesson Planning, Instructional Design, Higher Education, Research, Special Education, PowerPoint, Coaching
Education
University of Oklahoma
Bachelor of political science
Little Elm Independent School District August 2005 - Present
AXA Advisors 2010 - 2013
Skills
Staff Development, Tutoring, Teaching, Curriculum Design, Educational Leadership, Curriculum Development, Public Speaking, Classroom, Lesson Planning, Instructional Design, Higher Education, Research, Special Education, PowerPoint, Coaching
Education
University of Oklahoma
Bachelor of political science
Callie Dilks Callie Dilks's AXA Advisors Experience September 2013 - December 2013
Job Account Manager at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global July 2014 - Present
Moore school of Business August 2010 - May 2014
AXA Advisors September 2013 - December 2013
DM Medical Billings May 2011 - December 2011
Voorhees Soccer Association May 2007 - May 2011
Skills
Medical Billing, Medical Records, Medical Coding, Sales Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Spanish, PowerPoint, Data Entry, Analysis, Data Analysis, Team Leadership, English, Leadership, Research, Access, Public Speaking
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad Pablo de Olavide
International Business
Insight Global July 2014 - Present
Moore school of Business August 2010 - May 2014
AXA Advisors September 2013 - December 2013
DM Medical Billings May 2011 - December 2011
Voorhees Soccer Association May 2007 - May 2011
Skills
Medical Billing, Medical Records, Medical Coding, Sales Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Spanish, PowerPoint, Data Entry, Analysis, Data Analysis, Team Leadership, English, Leadership, Research, Access, Public Speaking
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad Pablo de Olavide
International Business
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
Chris Werner Chris Werner's AXA Advisors Experience May 2002 - September 2010
Job Managing Director of Werner Financial Group
Industry Investment Management
Experience
Werner Financial Group December 2007 - Present
Epsilon Technology Corp January 2014 - Present
AXA Advisors May 2002 - September 2010
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Alternative Investments, Wealth Management, Series 7, Asset Management, Investments, Asset Allocation, Finance, Financial Modeling, Securities, Management, Investment Strategies, Equities, Mutual Funds, Wealth Management..., 401k, Hedge Funds, Private Equity, Estate Planning, Retirement, Capital Markets, Strategic Financial..., Financial Planning, Series 63, Fixed Income, Mergers & Acquisitions, Financial Advisory, Fixed Annuities, Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
The Blake School 1994 — 1997
Werner Financial Group December 2007 - Present
Epsilon Technology Corp January 2014 - Present
AXA Advisors May 2002 - September 2010
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Alternative Investments, Wealth Management, Series 7, Asset Management, Investments, Asset Allocation, Finance, Financial Modeling, Securities, Management, Investment Strategies, Equities, Mutual Funds, Wealth Management..., 401k, Hedge Funds, Private Equity, Estate Planning, Retirement, Capital Markets, Strategic Financial..., Financial Planning, Series 63, Fixed Income, Mergers & Acquisitions, Financial Advisory, Fixed Annuities, Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
The Blake School 1994 — 1997
Cassie Anduha Cassie Anduha's AXA Advisors Experience August 2010 - December 2010
Job Senior Marketing Analyst at The Walt Disney Company
Industry Marketing and Advertising
Experience
The Walt Disney Company September 2014 - Present
Guthy-Renker August 2013 - September 2014
Guthy-Renker July 2012 - August 2013
Bank of Hawaii May 2011 - August 2011
AXA Advisors August 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Corporate Finance, Valuation, Social Media, Finance, Data Analysis, Research, Analysis, Access, Management, Strategy, Marketing, Social Media Marketing, Marketing Strategy
Education
University of Southern California 2009 — 2012
Bachelor of Science (BS), Economics/Mathematics
University of San Francisco 2008 — 2009
The Walt Disney Company September 2014 - Present
Guthy-Renker August 2013 - September 2014
Guthy-Renker July 2012 - August 2013
Bank of Hawaii May 2011 - August 2011
AXA Advisors August 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Corporate Finance, Valuation, Social Media, Finance, Data Analysis, Research, Analysis, Access, Management, Strategy, Marketing, Social Media Marketing, Marketing Strategy
Education
University of Southern California 2009 — 2012
Bachelor of Science (BS), Economics/Mathematics
University of San Francisco 2008 — 2009
Anne Maercklein's AXA Advisors Experience May 2011 - August 2012
Job Associate at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2014 - Present
The Wharton School, University of Pennsylvania September 2010 - May 2014
Deloitte & Touche LLP June 2013 - August 2013
AXA Advisors May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance Concentration), Senior
Macquarie Group August 2014 - Present
The Wharton School, University of Pennsylvania September 2010 - May 2014
Deloitte & Touche LLP June 2013 - August 2013
AXA Advisors May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance Concentration), Senior
John Yacoubian John Yacoubian's AXA Advisors Experience February 2009 - Present
Job Executive Vice President at AXA Advisors / Managing Partner of The Business Strategies Group of Southern California
Industry Financial Services
Experience
AXA Advisors February 2009 - Present
AXA Advisors, LLC January 2007 - January 2009
AXA Advisors, LLC July 2005 - December 2006
AXA Advisors. LLC April 2002 - June 2005
AXA Advisors, LLC January 1999 - March 2002
Skills
Investment Advisory, Non-Qualified Deferred..., Salary Review, Executive Protection, Retirement Planning, Risk Management, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners
Education
University of Scranton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
University of Scranton 1994 — 1998
BS, Finance and Financial Management Services
AXA Advisors February 2009 - Present
AXA Advisors, LLC January 2007 - January 2009
AXA Advisors, LLC July 2005 - December 2006
AXA Advisors. LLC April 2002 - June 2005
AXA Advisors, LLC January 1999 - March 2002
Skills
Investment Advisory, Non-Qualified Deferred..., Salary Review, Executive Protection, Retirement Planning, Risk Management, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners
Education
University of Scranton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
University of Scranton 1994 — 1998
BS, Finance and Financial Management Services
Ethan Stachowicz Ethan Stachowicz's AXA Advisors Experience March 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2013 - Present
Skills
Series 7, Licensed Life & Health...
Education
University of Pittsburgh 2009 — 2012
Bachelor's of Arts and Sciences, Communications Rhetoric
AXA Advisors March 2013 - Present
Skills
Series 7, Licensed Life & Health...
Education
University of Pittsburgh 2009 — 2012
Bachelor's of Arts and Sciences, Communications Rhetoric
Brendan Zrowka's AXA Advisors Experience January 2011 - November 2011
Job Account Development Manager at The Joule
Industry Hospitality
Experience
The Joule September 2013 - Present
The Joule May 2013 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. November 2011 - May 2013
AXA Advisors January 2011 - November 2011
Skills
Customer Service, Customer Satisfaction, New Business Development, Business Strategy, Microsoft Excel, PowerPoint, Delphi, Lightspeed, Opera PMS, Hotelligence, GoConcierge, Coaching, Management, Hotels, Boutique Hotels, Revenue & Profit Growth, Property Management...
Education
University of Oklahoma 2003 — 2007
BS, Microbiology
The Joule September 2013 - Present
The Joule May 2013 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. November 2011 - May 2013
AXA Advisors January 2011 - November 2011
Skills
Customer Service, Customer Satisfaction, New Business Development, Business Strategy, Microsoft Excel, PowerPoint, Delphi, Lightspeed, Opera PMS, Hotelligence, GoConcierge, Coaching, Management, Hotels, Boutique Hotels, Revenue & Profit Growth, Property Management...
Education
University of Oklahoma 2003 — 2007
BS, Microbiology
Lou Rizzo Lou Rizzo's AXA Advisors Experience October 2010 - Present
Job Senior Manager Branch Operations at AXA Advisors, LLC CT
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
MetLife December 2002 - September 2010
Citi 1988 - 1999
Pershing LLC 1987 - 1992
Skills
FINRA, Series 7, Series 63, Compliance, Series 24, Series 8, Securities, Operations Management, Financial Regulation, Insurance, Investments, Fixed Annuities, Life Insurance, Investment Advisory, Performance Management, Financial Services, Mutual Funds, Business Process..., People Development, Managing Finances, Strategic Planning, Sales Operations, Human Resources, Management, Process Improvement, Series 6, Strategic Financial..., Risk Management, Finance
Education
University of Phoenix
Bachelor of Science, Business Management
AXA Advisors October 2010 - Present
MetLife December 2002 - September 2010
Citi 1988 - 1999
Pershing LLC 1987 - 1992
Skills
FINRA, Series 7, Series 63, Compliance, Series 24, Series 8, Securities, Operations Management, Financial Regulation, Insurance, Investments, Fixed Annuities, Life Insurance, Investment Advisory, Performance Management, Financial Services, Mutual Funds, Business Process..., People Development, Managing Finances, Strategic Planning, Sales Operations, Human Resources, Management, Process Improvement, Series 6, Strategic Financial..., Risk Management, Finance
Education
University of Phoenix
Bachelor of Science, Business Management
Chris Lawing's AXA Advisors Experience October 2014 - May 2015
Job Intern at Colonial Life
Industry Investment Management
Experience
Colonial Life May 2015 - Present
AXA Advisors October 2014 - May 2015
AutoChooseUSA June 2014 - August 2014
Harris Teeter June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of South Carolina 2012 — 2016
Bachelor of Science (BS), Insurance & Finance
University of South Carolina-Columbia
Colonial Life May 2015 - Present
AXA Advisors October 2014 - May 2015
AutoChooseUSA June 2014 - August 2014
Harris Teeter June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of South Carolina 2012 — 2016
Bachelor of Science (BS), Insurance & Finance
University of South Carolina-Columbia
Jose Barreiro Jose Barreiro's AXA Advisors Experience March 2012 - 2013
Job Partner at Spire Search Partners
Industry Staffing and Recruiting
Experience
Spire Search Partners 2013 - Present
AXA Advisors March 2012 - 2013
Market Resource Partners October 2010 - November 2011
Intuit August 2010 - October 2010
Barclaycard June 2009 - August 2009
UCAN Community and Economic Development May 2007 - August 2007
Skills
Investment Advisory, Portfolio Management, Insurance, Series 7, Brokerage, Recruiting, Financial Services, Business Development, Risk Management, Retirement Planning, Asset Management, Strategy, Finance, Sales, Investment Banking, New Business Development, Wealth Management, Relationship Management, Hedge Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Entrepreneurship, Management
Education
University of Pennsylvania
Wharton Bachelor of Science, Economics
Regis High School 2002 — 2006
Spire Search Partners 2013 - Present
AXA Advisors March 2012 - 2013
Market Resource Partners October 2010 - November 2011
Intuit August 2010 - October 2010
Barclaycard June 2009 - August 2009
UCAN Community and Economic Development May 2007 - August 2007
Skills
Investment Advisory, Portfolio Management, Insurance, Series 7, Brokerage, Recruiting, Financial Services, Business Development, Risk Management, Retirement Planning, Asset Management, Strategy, Finance, Sales, Investment Banking, New Business Development, Wealth Management, Relationship Management, Hedge Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Entrepreneurship, Management
Education
University of Pennsylvania
Wharton Bachelor of Science, Economics
Regis High School 2002 — 2006
Gary Bernard Gary Bernard's AXA Advisors Experience March 2010 - Present
Job Financial professional
Industry Financial Services
Experience
AXA Advisors March 2010 - Present
Education
University of South Florida
Master's degree, Education
AXA Advisors March 2010 - Present
Education
University of South Florida
Master's degree, Education
Corey N. King Corey N. King's AXA Advisors Experience July 2013 - March 2015
Job Financial Planner
Industry Financial Services
Experience
PS&E LLC Plan to Prosper 2015 - Present
AXA Advisors July 2013 - March 2015
Lincoln Financial Group April 2012 - July 2013
Skills
Series 7, series 66, Life, Accident, and..., Retirement Planning, Asset Management, Fixed Annuities, Insurance, Investments, E-money, Securities
Education
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
PS&E LLC Plan to Prosper 2015 - Present
AXA Advisors July 2013 - March 2015
Lincoln Financial Group April 2012 - July 2013
Skills
Series 7, series 66, Life, Accident, and..., Retirement Planning, Asset Management, Fixed Annuities, Insurance, Investments, E-money, Securities
Education
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Jacqulyn Kagan Jacqulyn Kagan's AXA Advisors Experience August 2012 - March 2014
Job Assistant manager at Enterprise rentacar
Industry Management Consulting
Experience
Enterprise rent-a-car June 2014 - Present
Outback Steakhouse August 2009 - May 2014
AXA Advisors August 2012 - March 2014
The Sylvia Thomas Center January 2013 - December 2013
Outback Steakhouse April 2008 - August 2009
Outback Steakhouse April 2007 - April 2008
Skills
Headwaiter, Customer Service, Student Government, Community Service 150..., National Honor Society, Computers, Exceed Sales Goals, Up-selling
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance, General
215 Life and Health Insurance License
University of South Florida
Finance
Enterprise rent-a-car June 2014 - Present
Outback Steakhouse August 2009 - May 2014
AXA Advisors August 2012 - March 2014
The Sylvia Thomas Center January 2013 - December 2013
Outback Steakhouse April 2008 - August 2009
Outback Steakhouse April 2007 - April 2008
Skills
Headwaiter, Customer Service, Student Government, Community Service 150..., National Honor Society, Computers, Exceed Sales Goals, Up-selling
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance, General
215 Life and Health Insurance License
University of South Florida
Finance
David Pulcini Jr's AXA Advisors Experience April 2010 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2010 - Present
AXA Advisors August 2003 - April 2010
Skills
Financial Planning, Asset Management, Financial Recruiting, Retirement Planning, Investments, Fixed Annuities, Estate Planning, Insurance, Finance, Securities, Financial Advisory, Management, Tax, FINRA, Wealth
Education
Hilbert College 2000 — 2003
Bach, Marketing/Finance
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Finance and Financial Management Services
AXA Advisors April 2010 - Present
AXA Advisors August 2003 - April 2010
Skills
Financial Planning, Asset Management, Financial Recruiting, Retirement Planning, Investments, Fixed Annuities, Estate Planning, Insurance, Finance, Securities, Financial Advisory, Management, Tax, FINRA, Wealth
Education
Hilbert College 2000 — 2003
Bach, Marketing/Finance
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Finance and Financial Management Services
Tom Fang's AXA Advisors Experience June 2007 - August 2007
Job Entrepreneur | Founder of iPyxel Creations
Industry Marketing and Advertising
Experience
iPyxel Creations January 2012 - Present
Walton Street Capital May 2010 - June 2012
PRG Real Estate May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
AXA Advisors June 2007 - August 2007
University of Pennsylvania August 2006 - May 2007
Skills
HTML, Photoshop, Online Marketing, User Acquisition, Lead Generation, User Experience, Media Buying, Excel, Web Design, Product Management, Interface Design, Optimization, Microsoft Excel, Email Marketing, Online Advertising, Advertising, SEM, SEO, User Interface Design, Social Media Marketing, Financial Modeling, Due Diligence, Digital Marketing, Entrepreneurship, Marketing, Mergers & Acquisitions, Investments, Finance, Start-ups, Mobile Marketing, Portfolio Management, Web Analytics, Management, Google Adwords, PPC, E-commerce, Market Research, Strategic Partnerships, Google Analytics, Digital Strategy, Mobile Applications, Mobile Advertising, Web Marketing, Digital Media, Analytics, Affiliate Marketing, Competitive Analysis, Venture Capital
Education
The Wharton School of the University of Pennsylvania 2006 — 2010
BSc(Econ), Finance & Real Estate
University of Pennsylvania 2006 — 2010
BSc(Econ), Finance and Real Estate
iPyxel Creations January 2012 - Present
Walton Street Capital May 2010 - June 2012
PRG Real Estate May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
AXA Advisors June 2007 - August 2007
University of Pennsylvania August 2006 - May 2007
Skills
HTML, Photoshop, Online Marketing, User Acquisition, Lead Generation, User Experience, Media Buying, Excel, Web Design, Product Management, Interface Design, Optimization, Microsoft Excel, Email Marketing, Online Advertising, Advertising, SEM, SEO, User Interface Design, Social Media Marketing, Financial Modeling, Due Diligence, Digital Marketing, Entrepreneurship, Marketing, Mergers & Acquisitions, Investments, Finance, Start-ups, Mobile Marketing, Portfolio Management, Web Analytics, Management, Google Adwords, PPC, E-commerce, Market Research, Strategic Partnerships, Google Analytics, Digital Strategy, Mobile Applications, Mobile Advertising, Web Marketing, Digital Media, Analytics, Affiliate Marketing, Competitive Analysis, Venture Capital
Education
The Wharton School of the University of Pennsylvania 2006 — 2010
BSc(Econ), Finance & Real Estate
University of Pennsylvania 2006 — 2010
BSc(Econ), Finance and Real Estate
Dana Tarzia Dana Tarzia's AXA Advisors Experience October 2007 - September 2010
Job Vice President, Client Services at Thrive Resources, LLC
Industry Staffing and Recruiting
Experience
Thrive Resources, LLC May 2013 - Present
William Raveis Real Estate April 2007 - Present
Thrive Resources, LLC November 2011 - May 2013
AXA Advisors October 2007 - September 2010
AXA Advisors October 2007 - September 2010
William Pitt Sothebys July 2005 - January 2007
Ross Personnel Consultants June 1998 - July 2005
Skills
Real Estate Transactions, Real Estate, Sellers, Finance, Sales, Relocation, Retirement Planning, Marketing, Portfolio Management, Recruiting, Financial Services, Human Resources, Small Business, Business Intelligence, Referrals, Investment Properties, Selling, Property Management, Residential Homes, Mortgage Lending, Investments
Education
New Horizons Learning Center
The Art Institute of Fort Lauderdale, Ft
Culinary Arts
University of Phoenix
BS, Marketing
Thrive Resources, LLC May 2013 - Present
William Raveis Real Estate April 2007 - Present
Thrive Resources, LLC November 2011 - May 2013
AXA Advisors October 2007 - September 2010
AXA Advisors October 2007 - September 2010
William Pitt Sothebys July 2005 - January 2007
Ross Personnel Consultants June 1998 - July 2005
Skills
Real Estate Transactions, Real Estate, Sellers, Finance, Sales, Relocation, Retirement Planning, Marketing, Portfolio Management, Recruiting, Financial Services, Human Resources, Small Business, Business Intelligence, Referrals, Investment Properties, Selling, Property Management, Residential Homes, Mortgage Lending, Investments
Education
New Horizons Learning Center
The Art Institute of Fort Lauderdale, Ft
Culinary Arts
University of Phoenix
BS, Marketing
JANTZ BAKER JANTZ BAKER's AXA Advisors Experience October 2004 - November 2005
Job Sales Representative at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals March 2012 - Present
Novartis May 2009 - March 2012
Novartis May 2007 - May 2009
Novartis December 2005 - May 2007
AXA Advisors October 2004 - November 2005
Best Office Solutions January 2004 - August 2004
Skills
Team Leadership, Results Oriented, Self Driven, Customer Relations, Competitive Advantage, Self Starter, Goal Oriented, Pharmaceutical Sales, Cold Calling
Education
University of South Carolina-Columbia 1999 — 2003
Bachelors of Science in Business Administration, Double Major in Marketing and Management with a Minor in Retail
Takeda Pharmaceuticals March 2012 - Present
Novartis May 2009 - March 2012
Novartis May 2007 - May 2009
Novartis December 2005 - May 2007
AXA Advisors October 2004 - November 2005
Best Office Solutions January 2004 - August 2004
Skills
Team Leadership, Results Oriented, Self Driven, Customer Relations, Competitive Advantage, Self Starter, Goal Oriented, Pharmaceutical Sales, Cold Calling
Education
University of South Carolina-Columbia 1999 — 2003
Bachelors of Science in Business Administration, Double Major in Marketing and Management with a Minor in Retail
Rufty Cellina Rufty Cellina's AXA Advisors Experience May 2013 - July 2013
Job Operations Analyst Commission Management Services at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2015 - Present
Deutsche Bank January 2015 - March 2015
General Information Systems October 2014 - January 2015
AXA Advisors May 2013 - July 2013
Skills
Social Media, Microsoft Office, PowerPoint, Event Planning, Social Networking, Social Media Marketing, Advertising, Facebook, Public Relations, Microsoft Excel
Education
University of South Carolina - Darla Moore School of Business 2011 — 2014
Bachelor's degree, Finance, General
Deutsche Bank April 2015 - Present
Deutsche Bank January 2015 - March 2015
General Information Systems October 2014 - January 2015
AXA Advisors May 2013 - July 2013
Skills
Social Media, Microsoft Office, PowerPoint, Event Planning, Social Networking, Social Media Marketing, Advertising, Facebook, Public Relations, Microsoft Excel
Education
University of South Carolina - Darla Moore School of Business 2011 — 2014
Bachelor's degree, Finance, General
David Tressler David Tressler's AXA Advisors Experience June 1978 - Present
Job Certified Financial Planner professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 1978 - Present
Skills
Retirement Planning, Succession Planning, Wealth Preservation..., Insurance Strategies, Estate Planning..., Long Term Care Planning
Education
University of South Alabama 1974 — 1978
Bachelor of Science (B.S.), Finance
AXA Advisors June 1978 - Present
Skills
Retirement Planning, Succession Planning, Wealth Preservation..., Insurance Strategies, Estate Planning..., Long Term Care Planning
Education
University of South Alabama 1974 — 1978
Bachelor of Science (B.S.), Finance
Dwayne A. Collins Dwayne A. Collins's AXA Advisors Experience January 2009 - February 2015
Job IT Manager Event Services at The Madison Square Garden Company
Industry Entertainment
Experience
The Madison Square Garden Company March 2015 - Present
AXA Advisors January 2009 - February 2015
AXA Equitable April 2005 - December 2008
AXA Advisors March 2002 - April 2005
Skills
Management, Marketing, Finance, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Project Management, Securities, Wealth Management, Microsoft Office, Investments, Strategy, Retail, Series 7, Insurance
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
The Madison Square Garden Company March 2015 - Present
AXA Advisors January 2009 - February 2015
AXA Equitable April 2005 - December 2008
AXA Advisors March 2002 - April 2005
Skills
Management, Marketing, Finance, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Project Management, Securities, Wealth Management, Microsoft Office, Investments, Strategy, Retail, Series 7, Insurance
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
Christopher Acquaviva's AXA Advisors Experience April 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Global Arena Capital Corp. August 2014 - April 2015
Keller Williams November 2013 - April 2015
University of South Carolina September 2007 - May 2012
Skills
Wealth Management, Financial planning IAR, Investment Advisory..., Estate Planning, Retirement Planning, Financial Services, Financial Strategy, tax-deferred investment..., tax-efficient..., 403 b, 401k Rollovers, pension distribution..., IRA distribution...
Education
University of South Carolina-Columbia 2007 — 2012
Bachelor’s Degree
Holmdel High School 2004 — 2007
AXA Advisors April 2015 - Present
Global Arena Capital Corp. August 2014 - April 2015
Keller Williams November 2013 - April 2015
University of South Carolina September 2007 - May 2012
Skills
Wealth Management, Financial planning IAR, Investment Advisory..., Estate Planning, Retirement Planning, Financial Services, Financial Strategy, tax-deferred investment..., tax-efficient..., 403 b, 401k Rollovers, pension distribution..., IRA distribution...
Education
University of South Carolina-Columbia 2007 — 2012
Bachelor’s Degree
Holmdel High School 2004 — 2007
Janelle Santana Janelle Santana's AXA Advisors Experience February 2011 - May 2011
Job Senior District Manager at ADP
Industry Management Consulting
Experience
ADP July 2015 - Present
ADP June 2012 - June 2015
Keystone Capital LLC September 2011 - June 2012
AXA Advisors February 2011 - May 2011
Skills
Recruiting, Spanish, Customer Service, Microsoft Excel, Finance, Program Management, Accounting, Employee Training, Data Entry, Research, Cold Calling, Strategic Financial..., PowerPoint, Leadership, Sales, Microsoft Office, Investments, Microsoft Word, Salesforce.com, Time Management, Marketing, Sales Management, Social Media, Payroll, New Business Development, Risk Management
Education
University of San Diego 2008 — 2012
B.B.A., Finance, 3.66
ADP July 2015 - Present
ADP June 2012 - June 2015
Keystone Capital LLC September 2011 - June 2012
AXA Advisors February 2011 - May 2011
Skills
Recruiting, Spanish, Customer Service, Microsoft Excel, Finance, Program Management, Accounting, Employee Training, Data Entry, Research, Cold Calling, Strategic Financial..., PowerPoint, Leadership, Sales, Microsoft Office, Investments, Microsoft Word, Salesforce.com, Time Management, Marketing, Sales Management, Social Media, Payroll, New Business Development, Risk Management
Education
University of San Diego 2008 — 2012
B.B.A., Finance, 3.66
Sam Borgia Sam Borgia's AXA Advisors Experience June 2013 - September 2013
Job Program Manager & Sales Consultant
Industry Financial Services
Experience
Airtite 2010 - Present
True Vision Design 2012 - Present
JWF Capital May 2014 - August 2014
Integrity Sports Managemnet May 2013 - May 2014
AXA Advisors June 2013 - September 2013
Skills
Sales, Social Media Marketing, Marketing, Finance, Project Management, Sales Management, Event Planning, Management, Facebook, Leadership, Social Media
Education
University of Scranton 2011 — 2014
Bachelor of Science (BS), Finance & Entrepreneurship
Scranton Prep 2007 — 2011
Airtite 2010 - Present
True Vision Design 2012 - Present
JWF Capital May 2014 - August 2014
Integrity Sports Managemnet May 2013 - May 2014
AXA Advisors June 2013 - September 2013
Skills
Sales, Social Media Marketing, Marketing, Finance, Project Management, Sales Management, Event Planning, Management, Facebook, Leadership, Social Media
Education
University of Scranton 2011 — 2014
Bachelor of Science (BS), Finance & Entrepreneurship
Scranton Prep 2007 — 2011
Kevin Rodin Kevin Rodin's AXA Advisors Experience 2007 - Present
Job Executive Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2007 - Present
Skills
Strategic Financial..., Leadership, Management, Small Business, Financial Analysis, Mutual Fund Services, Investment Advisory..., Retirement Planning..., Wealth Management...
Education
University of Rhode Island 1994 — 1998
BS, Finance
AXA Advisors 2007 - Present
Skills
Strategic Financial..., Leadership, Management, Small Business, Financial Analysis, Mutual Fund Services, Investment Advisory..., Retirement Planning..., Wealth Management...
Education
University of Rhode Island 1994 — 1998
BS, Finance
Eisha Jones Eisha Jones's AXA Advisors Experience May 2005 - May 2007
Job Executive Director
Industry Financial Services
Experience
TUFF Kids April 2010 - Present
AXA Advisors May 2005 - May 2007
INROADS May 1999 - August 2004
Skills
Retirement Planning, Investments, Insurance, Small Business, Fixed Annuities, Life Insurance, Series 7, Wealth Management, Mutual Funds, Strategic Planning, Retirement, Securities
Education
University of Oklahoma 1999 — 2007
Bachelor, Accounting
TUFF Kids April 2010 - Present
AXA Advisors May 2005 - May 2007
INROADS May 1999 - August 2004
Skills
Retirement Planning, Investments, Insurance, Small Business, Fixed Annuities, Life Insurance, Series 7, Wealth Management, Mutual Funds, Strategic Planning, Retirement, Securities
Education
University of Oklahoma 1999 — 2007
Bachelor, Accounting
John Luongo John Luongo's AXA Advisors Experience June 2013 - August 2013
Job Studying Marketing and Entrepreneurship at the University of Scranton
Industry Higher Education
Experience
University of Scranton August 2011 - Present
Bonefish Grill October 2009 - Present
ARC Real Estate June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Five Below May 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Leadership, Public Speaking, Food & Beverage, Research, Event Planning
Education
University of Scranton 2011 — 2015
Bachelor's Degree, Marketing and Entrepreneurship, Major GPA: 3.24
University of Scranton August 2011 - Present
Bonefish Grill October 2009 - Present
ARC Real Estate June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Five Below May 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Leadership, Public Speaking, Food & Beverage, Research, Event Planning
Education
University of Scranton 2011 — 2015
Bachelor's Degree, Marketing and Entrepreneurship, Major GPA: 3.24
Dennis Baribeau Dennis Baribeau's AXA Advisors Experience February 2013 - Present
Job Recruiting Assistant Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2013 - Present
Subway August 2011 - August 2012
Skills
Microsoft Excel, Translation, Customer Service, English grammar, Public Speaking, Teamwork, Microsoft Office, Competitive Analysis, Social Media, Microsoft Word, PowerPoint, English, Windows
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business/Finance
AXA Advisors February 2013 - Present
Subway August 2011 - August 2012
Skills
Microsoft Excel, Translation, Customer Service, English grammar, Public Speaking, Teamwork, Microsoft Office, Competitive Analysis, Social Media, Microsoft Word, PowerPoint, English, Windows
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business/Finance
Charlie Stanton Charlie Stanton's AXA Advisors Experience January 1995 - Present
Job Helping Clients Build, Manage, and Protect their Wealth
Industry Financial Services
Experience
Cascade Wealth Strategies January 2011 - Present
AXA Advisors January 1995 - Present
AXA Advisors September 1998 - June 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Tax-advantaged..., Fixed Annuities, Strategic Financial..., Succession Planning, Series 7, Retirement, IRAs
Education
University of Washington 1989 — 1994
Bachelor of Science (B.S.), Industrial Engineering
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
Cascade Wealth Strategies January 2011 - Present
AXA Advisors January 1995 - Present
AXA Advisors September 1998 - June 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Tax-advantaged..., Fixed Annuities, Strategic Financial..., Succession Planning, Series 7, Retirement, IRAs
Education
University of Washington 1989 — 1994
Bachelor of Science (B.S.), Industrial Engineering
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
Lynn Landau, CFA Lynn Landau, CFA's AXA Advisors Experience July 2011 - January 2012
Job Treasurer (volunteer) at Temple Beth David
Industry Financial Services
Experience
Temple Beth David (Volunteer) July 2012 - Present
Regent Wealth Management Group January 2012 - June 2012
AXA Advisors July 2011 - January 2012
Mitsubishi Trust April 2003 - June 2007
Schroders August 2000 - May 2003
Financial Relations Board February 1996 - October 1999
NatWest Securities Corp January 1993 - March 1995
Skills
Financial Analysis, Equities, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Financial Services, Portfolio Management, Equity Research, Hedge Funds, Retirement Planning, Asset Managment, Investments, Equity Valuation, Series 7, Investment Strategies, Capital Markets, Bonds, Insurance, Alternative Investments, Fixed Income, Asset Management, Bloomberg, Financial Modeling, Trading, Investment Advisory, Valuation, Series 63, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Economics
Temple Beth David (Volunteer) July 2012 - Present
Regent Wealth Management Group January 2012 - June 2012
AXA Advisors July 2011 - January 2012
Mitsubishi Trust April 2003 - June 2007
Schroders August 2000 - May 2003
Financial Relations Board February 1996 - October 1999
NatWest Securities Corp January 1993 - March 1995
Skills
Financial Analysis, Equities, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Financial Services, Portfolio Management, Equity Research, Hedge Funds, Retirement Planning, Asset Managment, Investments, Equity Valuation, Series 7, Investment Strategies, Capital Markets, Bonds, Insurance, Alternative Investments, Fixed Income, Asset Management, Bloomberg, Financial Modeling, Trading, Investment Advisory, Valuation, Series 63, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Economics
Melita Beauford Melita Beauford's AXA Advisors Experience July 2011 - December 2011
Job 401k Retirement Plan Account Manager
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
AXA Advisors July 2011 - December 2011
AXA Equitable 2007 - 2011
National Institutes of Health August 2006 - August 2007
Administrative Assistant March 2004 - August 2006
Wegmans Food Markets 1999 - 2003
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Statistics, Microsoft Office, Investments, Time Management, Data Analysis, Insurance, Customer Service, Analysis, Budgets, Leadership, Strategic Planning, Community Outreach, Research
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
Corcoran 1995 — 2003
AXA Equitable May 2012 - Present
AXA Advisors July 2011 - December 2011
AXA Equitable 2007 - 2011
National Institutes of Health August 2006 - August 2007
Administrative Assistant March 2004 - August 2006
Wegmans Food Markets 1999 - 2003
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Statistics, Microsoft Office, Investments, Time Management, Data Analysis, Insurance, Customer Service, Analysis, Budgets, Leadership, Strategic Planning, Community Outreach, Research
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
Corcoran 1995 — 2003
Samuel Plexico Samuel Plexico's AXA Advisors Experience May 1987 - June 2003
Job Registered Principal at Centaurus Financial®
Industry Insurance
Experience
Centaurus Financial® May 2003 - Present
Carolina Insurance Group, LLC January 2000 - Present
AXA Advisors May 1987 - June 2003
Skills
Disability Insurance, Cash Management, Financial Advisory, Insurance, Securities, Vision Insurance, Retirement, Investments, Small Business, Financial Services, Health Insurance, Whole Life, Term Life Insurance, Long-term Care, Tax, Life Insurance, Estate Planning, Employee Benefits, Portfolio Management, Retirement Planning
Education
University of South Carolina-Columbia 1979 — 1983
BS, Business Administration-Accounting
Centaurus Financial® May 2003 - Present
Carolina Insurance Group, LLC January 2000 - Present
AXA Advisors May 1987 - June 2003
Skills
Disability Insurance, Cash Management, Financial Advisory, Insurance, Securities, Vision Insurance, Retirement, Investments, Small Business, Financial Services, Health Insurance, Whole Life, Term Life Insurance, Long-term Care, Tax, Life Insurance, Estate Planning, Employee Benefits, Portfolio Management, Retirement Planning
Education
University of South Carolina-Columbia 1979 — 1983
BS, Business Administration-Accounting
Carlos Sergio Torres-Negron Carlos Sergio Torres-Negron's AXA Advisors Experience May 2013 - January 2015
Job Assistant Vice President; Financial Advisor at Capital One Investing, LLC
Industry Financial Services
Experience
Capital One Advisers August 2015 - Present
Bank of America Merrill Lynch February 2015 - June 2015
AXA Advisors May 2013 - January 2015
Eaton June 2010 - January 2013
Abbott August 2005 - December 2005
Skills
Retirement Planning, •Educational Planning, •Insurance Planning, •Corporate Finance, •Wealth Management, Banking
Education
University of Technology, Sydney 2009 — 2010
Master of Business Administration (M.B.A.)
University of Puerto Rico-Mayaguez 2001 — 2007
Bachelor's Degree, Economics, 3.43/4.0
University of Puerto Rico-Mayaguez 2001 — 2007
Bachelor's Degree, Finance, General, 3.46/4.0
Capital One Advisers August 2015 - Present
Bank of America Merrill Lynch February 2015 - June 2015
AXA Advisors May 2013 - January 2015
Eaton June 2010 - January 2013
Abbott August 2005 - December 2005
Skills
Retirement Planning, •Educational Planning, •Insurance Planning, •Corporate Finance, •Wealth Management, Banking
Education
University of Technology, Sydney 2009 — 2010
Master of Business Administration (M.B.A.)
University of Puerto Rico-Mayaguez 2001 — 2007
Bachelor's Degree, Economics, 3.43/4.0
University of Puerto Rico-Mayaguez 2001 — 2007
Bachelor's Degree, Finance, General, 3.46/4.0
Adrian Pisarri Adrian Pisarri's AXA Advisors Experience August 2010 - Present
Job Financial Consultant at AXA Advisors LLC.
Industry Financial Services
Experience
AXA Advisors August 2010 - Present
Skills
Estate Planning, Retirement Planning, Investment Services, Retirement Planning...
Education
Lafayette College 2006 — 2010
BA, Business and Economics
University of Pennsylvania - The Wharton School
Retirement Planning
AXA Advisors August 2010 - Present
Skills
Estate Planning, Retirement Planning, Investment Services, Retirement Planning...
Education
Lafayette College 2006 — 2010
BA, Business and Economics
University of Pennsylvania - The Wharton School
Retirement Planning
William Wan William Wan's AXA Advisors Experience March 2015 - March 2015
Job Student at USC Marshall School of Business
Industry Management Consulting
Experience
Towers Watson July 2015 - August 2015
Parthenon-EY May 2015 - July 2015
AXA Advisors March 2015 - March 2015
Association of Innovative Marketing Consulting @ USC September 2014 - February 2015
Grey Group May 2014 - July 2014
Nanyi Education February 2013 - May 2013
SHENZHEN TELLING TELECOM DEVELOPMENT CO.,LTD. July 2012 - August 2012
Skills
Microsoft Office, Strategic Planning, Marketing Strategy, Market Research, Leadership, Management Consulting, Presentation Skills, Quantitative Analytics, Product Management, Client Services, Marketing, Research
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.), Business Administration and minor in Enterprise Information System, Sophomore
Towers Watson July 2015 - August 2015
Parthenon-EY May 2015 - July 2015
AXA Advisors March 2015 - March 2015
Association of Innovative Marketing Consulting @ USC September 2014 - February 2015
Grey Group May 2014 - July 2014
Nanyi Education February 2013 - May 2013
SHENZHEN TELLING TELECOM DEVELOPMENT CO.,LTD. July 2012 - August 2012
Skills
Microsoft Office, Strategic Planning, Marketing Strategy, Market Research, Leadership, Management Consulting, Presentation Skills, Quantitative Analytics, Product Management, Client Services, Marketing, Research
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.), Business Administration and minor in Enterprise Information System, Sophomore
Emmett Morrison Emmett Morrison's AXA Advisors Experience January 2013 - March 2013
Job Finance Associate at Tupelo Honey Cafe
Industry Hospitality
Experience
Tupelo Honey Cafe April 2014 - Present
Aflac January 2014 - April 2014
1-800-GOT-JUNK? July 2012 - November 2013
AXA Advisors January 2013 - March 2013
Lizards Thicket May 2010 - August 2010
M. Cafe June 2009 - July 2009
Skills
Customer Service, Sales, Insurance, Microsoft Office, Microsoft Excel, Leadership, Customer Satisfaction, Financial Analysis, Accounts Payable, Corporate Finance, Team Leadership, Strategic Planning, QuickBooks, Microsoft Dynamics GP, Hospitality Industry, Restaurants
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Investment Finance
McCallie School 2005 — 2009
Tupelo Honey Cafe April 2014 - Present
Aflac January 2014 - April 2014
1-800-GOT-JUNK? July 2012 - November 2013
AXA Advisors January 2013 - March 2013
Lizards Thicket May 2010 - August 2010
M. Cafe June 2009 - July 2009
Skills
Customer Service, Sales, Insurance, Microsoft Office, Microsoft Excel, Leadership, Customer Satisfaction, Financial Analysis, Accounts Payable, Corporate Finance, Team Leadership, Strategic Planning, QuickBooks, Microsoft Dynamics GP, Hospitality Industry, Restaurants
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Investment Finance
McCallie School 2005 — 2009
Jim Reddington,CFP® Jim Reddington,CFP®'s AXA Advisors Experience March 2013 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2013 - Present
Skills
Strategic Financial...
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
University of Pittsburgh
Bachelor's Degree, Legal Studies, General, Cum Laude
AXA Advisors March 2013 - Present
Skills
Strategic Financial...
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
University of Pittsburgh
Bachelor's Degree, Legal Studies, General, Cum Laude
Rylan Grosh Rylan Grosh's AXA Advisors Experience May 2014 - August 2014
Job Sales Representative at DocuSystems, Inc.
Industry Financial Services
Experience
DocuSystems, Inc. June 2015 - Present
AXA Advisors May 2014 - August 2014
Flint Hill School June 2011 - August 2013
Mercury Speed Unlimited 2011 - 2011
Regal Entertainment Group May 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Microsoft Word, Research, Fundraising, Public Speaking, Leadership, Community Outreach
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor’s Degree, Finance, General, Junior
University of South Carolina-Columbia
Finance
DocuSystems, Inc. June 2015 - Present
AXA Advisors May 2014 - August 2014
Flint Hill School June 2011 - August 2013
Mercury Speed Unlimited 2011 - 2011
Regal Entertainment Group May 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Microsoft Word, Research, Fundraising, Public Speaking, Leadership, Community Outreach
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor’s Degree, Finance, General, Junior
University of South Carolina-Columbia
Finance
Michael Carbone's AXA Advisors Experience December 2009 - February 2010
Job Director of Client Services at Maxons Restorations, Inc.
Industry Real Estate
Experience
Maxons Restorations, Inc. December 2014 - Present
Living Real Estate Group June 2011 - Present
The Delafield Group -Tocqueville Assets December 2010 - February 2011
Social Security Administration June 2010 - August 2010
AXA Advisors December 2009 - February 2010
Skills
Valuation, Investments, Financial Modeling, Microsoft Office, Portfolio Management, Strategic Financial..., PowerPoint, Microsoft Excel, Accounting, Sales, Real Estate, Financial Analysis, Budgets, Marketing, Microsoft Word, Leadership, Public Speaking, Social Media, Finance
Education
University of Scranton 2008 — 2012
Finance, Accounting
Maxons Restorations, Inc. December 2014 - Present
Living Real Estate Group June 2011 - Present
The Delafield Group -Tocqueville Assets December 2010 - February 2011
Social Security Administration June 2010 - August 2010
AXA Advisors December 2009 - February 2010
Skills
Valuation, Investments, Financial Modeling, Microsoft Office, Portfolio Management, Strategic Financial..., PowerPoint, Microsoft Excel, Accounting, Sales, Real Estate, Financial Analysis, Budgets, Marketing, Microsoft Word, Leadership, Public Speaking, Social Media, Finance
Education
University of Scranton 2008 — 2012
Finance, Accounting
Daniel Dodgen, CFP®'s AXA Advisors Experience October 1990 - June 2002
Job Managing Director, MetLife Premier Client Group of The Pacific, Financial, Financial Planning Division
Industry Financial Services
Experience
MetLife Premier Client Group of The Pacific October 2012 - Present
MetLife, Financial Planning Division June 2002 - October 2012
AXA Advisors October 1990 - June 2002
Skills
Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Securities, Financial Advisory, Variable Annuities, Finance, Investments, Asset Allocation, Employee Benefits
Education
University of San Diego 1988 — 1990
Bachelor of Business Administration (BBA), Finance, General
MetLife Premier Client Group of The Pacific October 2012 - Present
MetLife, Financial Planning Division June 2002 - October 2012
AXA Advisors October 1990 - June 2002
Skills
Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Securities, Financial Advisory, Variable Annuities, Finance, Investments, Asset Allocation, Employee Benefits
Education
University of San Diego 1988 — 1990
Bachelor of Business Administration (BBA), Finance, General
Peter Vacheron, ChFC - Principal's AXA Advisors Experience 1986 - 2008
Job IBG Financial Partners, LLC
Industry Financial Services
Experience
IBG Financial Partners, LLC 1996 - Present
LPL Financial 2008 - Present
AXA Advisors 1986 - 2008
Education
University of Rhode Island 1982 — 1986
Bachelor of Science (BS), Economics
American College 1990 — 1993
ChFC, Advanced Financial Services
IBG Financial Partners, LLC 1996 - Present
LPL Financial 2008 - Present
AXA Advisors 1986 - 2008
Education
University of Rhode Island 1982 — 1986
Bachelor of Science (BS), Economics
American College 1990 — 1993
ChFC, Advanced Financial Services
Edward Levitt CLU, ChFC Edward Levitt CLU, ChFC's AXA Advisors Experience August 1961 - Present
Job
Industry Insurance
Experience
AXA Advisors August 1961 - Present
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Financial Modeling, Estate Planning
Education
University of Pennsylvania 1955 — 1959
BA, History
Newark Academy 1946 — 1955
AXA Advisors August 1961 - Present
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Financial Modeling, Estate Planning
Education
University of Pennsylvania 1955 — 1959
BA, History
Newark Academy 1946 — 1955
Walter Marzinke's AXA Advisors Experience August 1993 - June 2004
Job Advisor Representative Admin.
Industry Investment Management
Experience
ProMark Planners, Inc. January 2013 - Present
ProMark Benefits, Inc 2000 - Present
Transamerica Financial Advisors, Inc. July 2004 - January 2013
AXA Advisors August 1993 - June 2004
Skills
Asset Managment, Retirement Planning, Mutual Funds, Series 63, Series 7, Securities, Portfolio Management, IRAs, Separately Managed..., Fixed Annuities, Roth IRA
Education
University of Sioux Falls 1965 — 1968
ProMark Planners, Inc. January 2013 - Present
ProMark Benefits, Inc 2000 - Present
Transamerica Financial Advisors, Inc. July 2004 - January 2013
AXA Advisors August 1993 - June 2004
Skills
Asset Managment, Retirement Planning, Mutual Funds, Series 63, Series 7, Securities, Portfolio Management, IRAs, Separately Managed..., Fixed Annuities, Roth IRA
Education
University of Sioux Falls 1965 — 1968
Edward Munoz Edward Munoz's AXA Advisors Experience 2007 - March 2009
Job Financial Services Representative/Financial Advisor at Capital Financial Associates an Office of MetLife
Industry Financial Services
Experience
Capital Financial Associates an Office of MetLife December 2014 - Present
Wallkill Valley Soccer Club 2012 - Present
Forest Hills Financial Group July 2013 - December 2014
Merrill Lynch September 2010 - July 2013
UPS 2002 - 2010
AXA Advisors 2007 - March 2009
Diamond Crystal Sales, LLC March 2001 - June 2006
Kellogg Company January 2000 - January 2001
Sysco 1997 - 2000
University of Pennsylvania 1992 - 1996
Skills
Fixed Annuities, Series 7, Asset Managment, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Disability Insurance, Term Life Insurance, Financial Analysis, Employee Benefits, Strategic Planning, Equities, Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor, Science Economics; Marketing
Oil City Senior High 1981 — 1985
Diploma, Academic
Capital Financial Associates an Office of MetLife December 2014 - Present
Wallkill Valley Soccer Club 2012 - Present
Forest Hills Financial Group July 2013 - December 2014
Merrill Lynch September 2010 - July 2013
UPS 2002 - 2010
AXA Advisors 2007 - March 2009
Diamond Crystal Sales, LLC March 2001 - June 2006
Kellogg Company January 2000 - January 2001
Sysco 1997 - 2000
University of Pennsylvania 1992 - 1996
Skills
Fixed Annuities, Series 7, Asset Managment, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Disability Insurance, Term Life Insurance, Financial Analysis, Employee Benefits, Strategic Planning, Equities, Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor, Science Economics; Marketing
Oil City Senior High 1981 — 1985
Diploma, Academic
Jack Ramaley Jack Ramaley's AXA Advisors Experience May 2012 - June 2013
Job Commodities and ETF Trader, looking for job opportunities
Industry Oil & Energy
Experience
AXA Advisors May 2012 - June 2013
G-2 Trading October 2010 - April 2012
CTC Crude Oil Group May 2008 - November 2009
CHICAGO TRADING COMPANY LLC March 2001 - November 2009
CTC ETF Group January 2006 - May 2008
American Stock Exchange May 2005 - January 2006
American Stock Exchange January 2003 - May 2005
American Stock Exchange March 2001 - January 2003
Skills
Swaps, Bloomberg, ETFs, Financial Risk, Options, Trading, Market Making, Trading Systems, Derivatives, Commodity, Financial Markets, Finance, Management
Education
University of Phoenix 2003 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.5
AXA Advisors May 2012 - June 2013
G-2 Trading October 2010 - April 2012
CTC Crude Oil Group May 2008 - November 2009
CHICAGO TRADING COMPANY LLC March 2001 - November 2009
CTC ETF Group January 2006 - May 2008
American Stock Exchange May 2005 - January 2006
American Stock Exchange January 2003 - May 2005
American Stock Exchange March 2001 - January 2003
Skills
Swaps, Bloomberg, ETFs, Financial Risk, Options, Trading, Market Making, Trading Systems, Derivatives, Commodity, Financial Markets, Finance, Management
Education
University of Phoenix 2003 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.5
Colin Lengyel's AXA Advisors Experience January 2009 - December 2009
Job Surety Underwriter II at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance September 2012 - Present
Merrill Edge April 2011 - August 2012
Bankers Life and Casualty May 2010 - April 2011
AXA Advisors January 2009 - December 2009
Skills
Series 7, Surety, Surety Bonds, Performance Bonds, Underwriting, Property & Casualty..., Indemnity, Financial Statement..., Equity Valuation, Risk Analysis, Risk Management, Mutual Funds, Financial Risk
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, General
Chubb Insurance September 2012 - Present
Merrill Edge April 2011 - August 2012
Bankers Life and Casualty May 2010 - April 2011
AXA Advisors January 2009 - December 2009
Skills
Series 7, Surety, Surety Bonds, Performance Bonds, Underwriting, Property & Casualty..., Indemnity, Financial Statement..., Equity Valuation, Risk Analysis, Risk Management, Mutual Funds, Financial Risk
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, General
Rob B. Anderson's AXA Advisors Experience December 2012 - February 2013
Job Digital Media Consultant
Industry Marketing and Advertising
Experience
Campus Special April 2013 - April 2014
AXA Advisors December 2012 - February 2013
USTA May 2012 - August 2012
Skills
Account Management, Sales, Marketing Communications, Social Media, Marketing, Advertising, Cold Calling, Public Relations, Lead Generation, Graphic Design, Web Design, Social Media Marketing, Customer Service, Leadership, Market Research, Marketing Strategy, Closing Abilities, Consultative Selling..., Sales Presentations, Business Strategy, B2B, Public Speaking, Sales Rep Training, Recruiting, Outside Sales, Media Consultation, Consultative Selling
Education
University of South Carolina-Columbia 2010 — 2014
School of Journalism and Mass Communications, Design and Visual Communications, General, Junior
Campus Special April 2013 - April 2014
AXA Advisors December 2012 - February 2013
USTA May 2012 - August 2012
Skills
Account Management, Sales, Marketing Communications, Social Media, Marketing, Advertising, Cold Calling, Public Relations, Lead Generation, Graphic Design, Web Design, Social Media Marketing, Customer Service, Leadership, Market Research, Marketing Strategy, Closing Abilities, Consultative Selling..., Sales Presentations, Business Strategy, B2B, Public Speaking, Sales Rep Training, Recruiting, Outside Sales, Media Consultation, Consultative Selling
Education
University of South Carolina-Columbia 2010 — 2014
School of Journalism and Mass Communications, Design and Visual Communications, General, Junior
Clarence Onyiriuka's AXA Advisors Experience May 2010 - July 2010
Job MultiMedia Specialist at GateHouse Media
Industry Marketing and Advertising
Experience
GateHouse Media December 2012 - Present
University of Rochester January 2008 - August 2011
AXA Advisors May 2010 - July 2010
Southeast Area Coalition May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Product Marketing, Marketing Strategy, Windows & Mac operating..., SPSS, Data Analysis, Advertising, Social Media Marketing, Multimedia, Newspapers, Advertising Sales, Online Advertising, Training, Social Media, Facebook, Marketing, Blogging, Marketing Research, Sales Operations, Online Marketing, Press Releases, Editing, PowerPoint, Sales, Time Management, Public Relations, Market Research, Public Speaking, Event Planning, Social Networking, Google Analytics, Marketing Communications
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Business Administration, Marketing
University of Rochester 2007 — 2011
Bachelor of Arts, Economics, Legal Studies Minor
GateHouse Media December 2012 - Present
University of Rochester January 2008 - August 2011
AXA Advisors May 2010 - July 2010
Southeast Area Coalition May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Product Marketing, Marketing Strategy, Windows & Mac operating..., SPSS, Data Analysis, Advertising, Social Media Marketing, Multimedia, Newspapers, Advertising Sales, Online Advertising, Training, Social Media, Facebook, Marketing, Blogging, Marketing Research, Sales Operations, Online Marketing, Press Releases, Editing, PowerPoint, Sales, Time Management, Public Relations, Market Research, Public Speaking, Event Planning, Social Networking, Google Analytics, Marketing Communications
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Business Administration, Marketing
University of Rochester 2007 — 2011
Bachelor of Arts, Economics, Legal Studies Minor
Daniel DiPaola Daniel DiPaola's AXA Advisors Experience January 2003 - October 2014
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2014 - Present
AXA Advisors January 2003 - October 2014
Skills
Series 7, Life Insurance, Investments, Long-term Care, Retirement Planning, Wealth Management, IRAs, Disability Insurance, 401k Rollovers, Roth IRA, Variable Annuities, Term Life Insurance, Fixed Annuities, Mutual Funds, Insurance, Financial Planning
Education
University of Rochester 1998 — 2002
BA, Economics/Engineering
American Portfolios October 2014 - Present
AXA Advisors January 2003 - October 2014
Skills
Series 7, Life Insurance, Investments, Long-term Care, Retirement Planning, Wealth Management, IRAs, Disability Insurance, 401k Rollovers, Roth IRA, Variable Annuities, Term Life Insurance, Fixed Annuities, Mutual Funds, Insurance, Financial Planning
Education
University of Rochester 1998 — 2002
BA, Economics/Engineering
Thomas Angelone Thomas Angelone's AXA Advisors Experience September 1993 - October 2010
Job Entrepreneur
Industry Financial Services
Experience
Angel One October 2010 - Present
AXA Advisors September 1993 - October 2010
Skills
Common sense and...
Education
University of Pittsburgh
BSW MSW
Angel One October 2010 - Present
AXA Advisors September 1993 - October 2010
Skills
Common sense and...
Education
University of Pittsburgh
BSW MSW
Gregory Stahl Gregory Stahl's AXA Advisors Experience 2006 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2006 - Present
Education
Wharton School, University of Pennsylvania
Retirement Planning Specialist
AXA Advisors 2006 - Present
Education
Wharton School, University of Pennsylvania
Retirement Planning Specialist
Gregory Irwin Gregory Irwin's AXA Advisors Experience January 2005 - November 2005
Job Working Capital Manager & Finance Business Process Owner at SeaLand
Industry International Trade and Development
Experience
SeaLand June 2014 - Present
Maersk Line February 2013 - May 2014
Maersk Line February 2011 - February 2013
Maersk Line April 2009 - February 2011
Maersk Agency USA June 2008 - April 2009
Bridge Terminal Transport March 2006 - June 2008
AXA Advisors January 2005 - November 2005
Skills
Accounts Receivable, SAP, Outsourcing, Business Process..., Logistics, Project Management, Supply Chain Management, Order to Cash, Finance, Shipping, Process Improvement, Change Management, Financial Analysis, Business Process, ERP, Management
Education
University of Scranton 2002 — 2004
Bachelor of Science (BS), Finance, General
SeaLand June 2014 - Present
Maersk Line February 2013 - May 2014
Maersk Line February 2011 - February 2013
Maersk Line April 2009 - February 2011
Maersk Agency USA June 2008 - April 2009
Bridge Terminal Transport March 2006 - June 2008
AXA Advisors January 2005 - November 2005
Skills
Accounts Receivable, SAP, Outsourcing, Business Process..., Logistics, Project Management, Supply Chain Management, Order to Cash, Finance, Shipping, Process Improvement, Change Management, Financial Analysis, Business Process, ERP, Management
Education
University of Scranton 2002 — 2004
Bachelor of Science (BS), Finance, General
John Nevins John Nevins's AXA Advisors Experience June 2009 - September 2011
Job Director of Sales at Gravitational Marketing
Industry Marketing and Advertising
Experience
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Nicholas Pangallo Nicholas Pangallo's AXA Advisors Experience May 2008 - August 2008
Job Senior Project Manager at Chadwick Martin Bailey
Industry Market Research
Experience
Chadwick Martin Bailey August 2012 - Present
Penn Schoen Berland August 2010 - August 2012
SPEC September 2007 - May 2010
Obama-Biden Presidential Transition Team November 2008 - January 2009
Quinn Gillespie & Associates September 2008 - December 2008
AXA Advisors May 2008 - August 2008
United States Attorney's Office May 2007 - August 2007
Skills
Competitive Analysis, Analytics, Analysis, Public Speaking, Public Relations, Strategic Communications, Strategic Planning, Proposal Writing, Project Management, Strategy, Marketing Strategy, Business Development, Management, Budgets, Product Development
Education
University of Pennsylvania 2006 — 2010
BA, Cum Laude, Economics, Political Science
Chadwick Martin Bailey August 2012 - Present
Penn Schoen Berland August 2010 - August 2012
SPEC September 2007 - May 2010
Obama-Biden Presidential Transition Team November 2008 - January 2009
Quinn Gillespie & Associates September 2008 - December 2008
AXA Advisors May 2008 - August 2008
United States Attorney's Office May 2007 - August 2007
Skills
Competitive Analysis, Analytics, Analysis, Public Speaking, Public Relations, Strategic Communications, Strategic Planning, Proposal Writing, Project Management, Strategy, Marketing Strategy, Business Development, Management, Budgets, Product Development
Education
University of Pennsylvania 2006 — 2010
BA, Cum Laude, Economics, Political Science
Eric Man Eric Man's AXA Advisors Experience June 1999 - December 2013
Job Vice President of sales & marketing
Industry Sporting Goods
Experience
Aryca Sports January 2014 - Present
AXA Advisors June 1999 - December 2013
Yum! Brands March 1993 - June 1999
Skills
Marketing Strategy, Strategic Planning, New Business Development, Product Development, Sales, Marketing, Account Management, Customer Service, Retail, Product Marketing, Product Management, Team Building, Business Development, Social Media Marketing, Microsoft Office, Management, Business Strategy, Sales Operations, Brand Development, Project Management, Social Media, Leadership, B2B, Negotiation, Merchandising, Start-ups, Budgets, Inventory Management, Operations Management, Public Speaking, Business Planning, Forecasting, Strategy, Sales Management
Education
University of South Florida 1992 — 1996
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations, 3.55
University of South Florida 1986 — 1990
Bachelor's degree & minor, Accounting & French, 3.2
Aryca Sports January 2014 - Present
AXA Advisors June 1999 - December 2013
Yum! Brands March 1993 - June 1999
Skills
Marketing Strategy, Strategic Planning, New Business Development, Product Development, Sales, Marketing, Account Management, Customer Service, Retail, Product Marketing, Product Management, Team Building, Business Development, Social Media Marketing, Microsoft Office, Management, Business Strategy, Sales Operations, Brand Development, Project Management, Social Media, Leadership, B2B, Negotiation, Merchandising, Start-ups, Budgets, Inventory Management, Operations Management, Public Speaking, Business Planning, Forecasting, Strategy, Sales Management
Education
University of South Florida 1992 — 1996
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations, 3.55
University of South Florida 1986 — 1990
Bachelor's degree & minor, Accounting & French, 3.2
Gerrard Roberts Gerrard Roberts's AXA Advisors Experience September 2013 - February 2014
Job Masters of Human Resources Management Candidate at University of South Carolina
Industry Nonprofit Organization Management
Experience
Wells Fargo March 2014 - August 2015
Wells Fargo July 2012 - March 2014
AXA Advisors September 2013 - February 2014
University of South Carolina's Darla Moore School of Business May 2012 - January 2014
American Red Cross August 2011 - May 2012
Entrusted Legacy December 2011 - 2012
Skills
Public Speaking, Leadership Development, Organizational..., General Office Duties, Office Equipment, Organizing, Filing, Data Entry, Microsoft Office, Excel, PowerPoint, Listening Skills, Office Management, Recruiting, Human Resources, Management, Microsoft Excel
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master's Degree, Human Resources
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor’s Degree, Human Resources Management
Cane Bay High School
Wells Fargo March 2014 - August 2015
Wells Fargo July 2012 - March 2014
AXA Advisors September 2013 - February 2014
University of South Carolina's Darla Moore School of Business May 2012 - January 2014
American Red Cross August 2011 - May 2012
Entrusted Legacy December 2011 - 2012
Skills
Public Speaking, Leadership Development, Organizational..., General Office Duties, Office Equipment, Organizing, Filing, Data Entry, Microsoft Office, Excel, PowerPoint, Listening Skills, Office Management, Recruiting, Human Resources, Management, Microsoft Excel
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master's Degree, Human Resources
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor’s Degree, Human Resources Management
Cane Bay High School
Alex Carrasquillo Alicea Alex Carrasquillo Alicea's AXA Advisors Experience August 2015 - Present
Job Internship at FirstBank Puerto Rico
Industry Financial Services
Experience
FirstBank Puerto Rico September 2015 - Present
RGIS INVENTORY August 2015 - Present
AXA Advisors August 2015 - Present
Crepe Maker November 2013 - April 2015
Hotel Courtyard by Marriott July 2012 - November 2012
Skills
Leadership Development, Social Networking, Teamwork, Relationship Building, Customer Service, Microsoft Word, Microsoft Excel, Finance, Accounting, Communication, Financial Analysis, PowerPoint
Education
University of Puerto Rico-Bayamon 2012 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance, GPA: 3.30
Colegio Santisima Trinidad 2008 — 2012
High School Diploma, GPA: 3.75
FirstBank Puerto Rico September 2015 - Present
RGIS INVENTORY August 2015 - Present
AXA Advisors August 2015 - Present
Crepe Maker November 2013 - April 2015
Hotel Courtyard by Marriott July 2012 - November 2012
Skills
Leadership Development, Social Networking, Teamwork, Relationship Building, Customer Service, Microsoft Word, Microsoft Excel, Finance, Accounting, Communication, Financial Analysis, PowerPoint
Education
University of Puerto Rico-Bayamon 2012 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance, GPA: 3.30
Colegio Santisima Trinidad 2008 — 2012
High School Diploma, GPA: 3.75
Ishaan Shah's AXA Advisors Experience August 2012 - Present
Job Retirement Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2012 - Present
Skills
Retirement Planning, Personal Financial..., Investment Advisory..., Risk Management, Life Insurance Planning, College Savings Planning, Long Term Care Planning, Variable and Fixed..., Mutual Fund Planning..., 401k 403(b) Rollover...
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Finance
AXA Advisors August 2012 - Present
Skills
Retirement Planning, Personal Financial..., Investment Advisory..., Risk Management, Life Insurance Planning, College Savings Planning, Long Term Care Planning, Variable and Fixed..., Mutual Fund Planning..., 401k 403(b) Rollover...
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Finance
Michaela Stevenson's AXA Advisors Experience October 2013 - January 2014
Job Recruiting Specialist III at Aflac
Industry Human Resources
Experience
Aflac May 2015 - Present
Randstad September 2014 - May 2015
Federal Reserve Bank of St. Louis May 2014 - August 2014
The Moore School of Business August 2011 - May 2014
University of South Carolina School of Theatre and Dance January 2011 - April 2014
The MENTOR Network March 2013 - March 2014
AXA Advisors October 2013 - January 2014
The Paradies Shops September 2011 - November 2011
Skills
Group Work, PowerPoint, Microsoft Excel, Communication, Microsoft Word, Typing, Social Networking, Leadership, Public Speaking, Human Resources, Research, Sales, Interviews, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.) Business Administration, Business Marketing, Human Resource Management
Aflac May 2015 - Present
Randstad September 2014 - May 2015
Federal Reserve Bank of St. Louis May 2014 - August 2014
The Moore School of Business August 2011 - May 2014
University of South Carolina School of Theatre and Dance January 2011 - April 2014
The MENTOR Network March 2013 - March 2014
AXA Advisors October 2013 - January 2014
The Paradies Shops September 2011 - November 2011
Skills
Group Work, PowerPoint, Microsoft Excel, Communication, Microsoft Word, Typing, Social Networking, Leadership, Public Speaking, Human Resources, Research, Sales, Interviews, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.) Business Administration, Business Marketing, Human Resource Management
Courtland Tingen Courtland Tingen's AXA Advisors Experience 2013 - 2013
Job International Sales Manager for Asia and Latin America at Pulmodyne
Industry Medical Devices
Experience
Pulmodyne May 2015 - Present
University of South Carolina August 2011 - May 2015
Bank of America Merrill Lynch 2014 - 2014
AXA Advisors 2013 - 2013
Skills
Japanese, Spanish-speaking, International Business, Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Management, Spanish, Social Networking, Critical Thinking, Outlook, Team Leadership, Training, Leadership Development, Sales, Time Management, Leadership, Event Planning, Endorsements
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS) in Business Administration (BA), International Business and Finance, 3.8
Sophia University 2014 — 2014
Universidad de Granada 2013 — 2013
Intensive Spanish
Pulmodyne May 2015 - Present
University of South Carolina August 2011 - May 2015
Bank of America Merrill Lynch 2014 - 2014
AXA Advisors 2013 - 2013
Skills
Japanese, Spanish-speaking, International Business, Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Management, Spanish, Social Networking, Critical Thinking, Outlook, Team Leadership, Training, Leadership Development, Sales, Time Management, Leadership, Event Planning, Endorsements
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS) in Business Administration (BA), International Business and Finance, 3.8
Sophia University 2014 — 2014
Universidad de Granada 2013 — 2013
Intensive Spanish
Steven DeRiancho, CFP®'s AXA Advisors Experience August 2003 - Present
Job CERTIFIED FINANCIAL PLANNER ™ professional
Industry Financial Services
Experience
AXA Advisors August 2003 - Present
Skills
Retirement Planning, Mutual Funds, Life Insurance, Business Planning, Estate Planning, Long-term Care
Education
University of Scranton 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Montrose Area High School
AXA Advisors August 2003 - Present
Skills
Retirement Planning, Mutual Funds, Life Insurance, Business Planning, Estate Planning, Long-term Care
Education
University of Scranton 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Montrose Area High School
Frank LaMacchia's AXA Advisors Experience April 2013 - August 2013
Job DocuSign, Inc.
Industry Computer Software
Experience
DocuSign September 2015 - Present
J & F Surface Solutions February 2015 - Present
Broadridge Financial Solutions May 2013 - August 2014
AXA Advisors April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Time Management, Marketing, Sales, Team Leadership, Economics, Nonprofits, People Skills, PowerPoint, Microsoft Office, Teamwork, Public Speaking, Social Media, Customer Service
Education
University of Rhode Island 2010 — 2015
Bachelor of Arts (B.A.), Economics
DocuSign September 2015 - Present
J & F Surface Solutions February 2015 - Present
Broadridge Financial Solutions May 2013 - August 2014
AXA Advisors April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Time Management, Marketing, Sales, Team Leadership, Economics, Nonprofits, People Skills, PowerPoint, Microsoft Office, Teamwork, Public Speaking, Social Media, Customer Service
Education
University of Rhode Island 2010 — 2015
Bachelor of Arts (B.A.), Economics
Michael Gladwin Michael Gladwin's AXA Advisors Experience January 2007 - June 2010
Job Manager at USAA
Industry Financial Services
Experience
USAA April 2014 - Present
USAA June 2013 - April 2014
USAA October 2011 - June 2013
WaveTwo January 2011 - August 2011
AXA Advisors January 2007 - June 2010
United States Air Force Reserves January 1985 - April 2008
Cisco Systems January 2000 - January 2006
Kodak Health Imaging January 1997 - January 2000
Sprint January 1994 - January 1997
Education
University of Oklahoma - Price College of Business 1992 — 1994
Management Information Systems, MIS / Programming
USAA April 2014 - Present
USAA June 2013 - April 2014
USAA October 2011 - June 2013
WaveTwo January 2011 - August 2011
AXA Advisors January 2007 - June 2010
United States Air Force Reserves January 1985 - April 2008
Cisco Systems January 2000 - January 2006
Kodak Health Imaging January 1997 - January 2000
Sprint January 1994 - January 1997
Education
University of Oklahoma - Price College of Business 1992 — 1994
Management Information Systems, MIS / Programming
Jonathan Almodovar Jonathan Almodovar's AXA Advisors Experience July 2013 - September 2014
Job Financial Sales Professional
Industry Financial Services
Experience
The Clocktower - Starr Restaurants May 2015 - Present
The Capital Grille September 2014 - May 2015
Alliance Bernstein February 2015 - April 2015
AXA Advisors July 2013 - September 2014
T. Rowe Price August 2010 - June 2013
Ruehl by Abercrombie April 2008 - August 2010
Ruth's Chris Steak House April 2004 - April 2008
Hill, Coniglio, Polins and Associates May 2007 - August 2007
Skills
Management, Marketing, Sales, Customer Satisfaction, Market Research, Marketing Strategy, Inventory Management, Customer Service, Retail, Purchasing, Market Planning, Networking
Education
University of South Florida 2003 — 2008
Bachelors of Arts, Communication
Land O' Lakes High School
The Clocktower - Starr Restaurants May 2015 - Present
The Capital Grille September 2014 - May 2015
Alliance Bernstein February 2015 - April 2015
AXA Advisors July 2013 - September 2014
T. Rowe Price August 2010 - June 2013
Ruehl by Abercrombie April 2008 - August 2010
Ruth's Chris Steak House April 2004 - April 2008
Hill, Coniglio, Polins and Associates May 2007 - August 2007
Skills
Management, Marketing, Sales, Customer Satisfaction, Market Research, Marketing Strategy, Inventory Management, Customer Service, Retail, Purchasing, Market Planning, Networking
Education
University of South Florida 2003 — 2008
Bachelors of Arts, Communication
Land O' Lakes High School
Kellie Ann Brady Kellie Ann Brady's AXA Advisors Experience May 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Wells Fargo June 2010 - August 2011
Skills
Microsoft Office, Finance, Investments, Microsoft Word, Microsoft Excel, Public Speaking, Insurance, Leadership, Social Media, Portfolio Management
Education
University of Scranton 2008 — 2012
Finance
AXA Advisors May 2012 - Present
Wells Fargo June 2010 - August 2011
Skills
Microsoft Office, Finance, Investments, Microsoft Word, Microsoft Excel, Public Speaking, Insurance, Leadership, Social Media, Portfolio Management
Education
University of Scranton 2008 — 2012
Finance
Charles Dahlgren Charles Dahlgren's AXA Advisors Experience August 2013 - Present
Job District Manager of the Central Region
Industry Financial Services
Experience
AXA-Advisors August 2013 - Present
AXA Advisors August 2012 - Present
Prudential Financial December 2005 - August 2012
Bearcon Inc. May 1978 - September 2005
Skills
Wealth Management, Retirement Planning, Retirement Planning..., Business Succession..., Wealth Preservation..., Insurance Strategies, Estate Planning..., Tax-deferred Investment..., 401(k) Distribution..., Education Planning..., Long-term Care Planning..., Executive Benefits..., Estate Conservation..., Tax-efficient Investing..., Wealth, Insurance, Estate Planning, Retirement, IRAs, Fixed Annuities, Series 7, Financial Advisory
Education
University of Oklahoma 1972 — 1976
Northwest Classen High School 1968 — 1972
AXA-Advisors August 2013 - Present
AXA Advisors August 2012 - Present
Prudential Financial December 2005 - August 2012
Bearcon Inc. May 1978 - September 2005
Skills
Wealth Management, Retirement Planning, Retirement Planning..., Business Succession..., Wealth Preservation..., Insurance Strategies, Estate Planning..., Tax-deferred Investment..., 401(k) Distribution..., Education Planning..., Long-term Care Planning..., Executive Benefits..., Estate Conservation..., Tax-efficient Investing..., Wealth, Insurance, Estate Planning, Retirement, IRAs, Fixed Annuities, Series 7, Financial Advisory
Education
University of Oklahoma 1972 — 1976
Northwest Classen High School 1968 — 1972
Kyle Vito Kyle Vito's AXA Advisors Experience June 2014 - Present
Job Financial Services Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Langdon Ford Financial June 2013 - July 2013
LPZ Management: Residential Property Management / Summer Employment, Union May 2008 - August 2012
Education
University of Scranton 2010 — 2014
Bachelor's degree, Business Administration, Finance, Operations Management, Senior
AXA Advisors June 2014 - Present
Langdon Ford Financial June 2013 - July 2013
LPZ Management: Residential Property Management / Summer Employment, Union May 2008 - August 2012
Education
University of Scranton 2010 — 2014
Bachelor's degree, Business Administration, Finance, Operations Management, Senior
Micah J. Delo Micah J. Delo's AXA Advisors Experience December 2011 - January 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
AD Financial Partners January 2013 - Present
AXA Advisors December 2011 - January 2013
AXA Advisors, LLC. August 2007 - December 2011
Skills
Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Financial Advisory, Wealth Management..., Team Leadership, Securities, High Net Worth..., Risk Management, Financial Services, Finance, FINRA, 401k, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Wharton Business School 2011 — 2011
Certificate in Retirement Planning, Retirement Planning Specialist
Westminster College (PA) 2002 — 2006
Bachelor Degree, Business Administration
AD Financial Partners January 2013 - Present
AXA Advisors December 2011 - January 2013
AXA Advisors, LLC. August 2007 - December 2011
Skills
Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Financial Advisory, Wealth Management..., Team Leadership, Securities, High Net Worth..., Risk Management, Financial Services, Finance, FINRA, 401k, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Wharton Business School 2011 — 2011
Certificate in Retirement Planning, Retirement Planning Specialist
Westminster College (PA) 2002 — 2006
Bachelor Degree, Business Administration
Kramer Scott's AXA Advisors Experience June 2012 - August 2012
Job Service Associate at ZimmerBiomet Oregon
Industry
Experience
Zimmer July 2014 - Present
America's Health Care Plan (AHCP) August 2013 - July 2014
University of Portland August 2008 - May 2013
AXA Advisors June 2012 - August 2012
ETZEL June 2012 - June 2012
Northwest Metals June 2009 - August 2009
Skills
Time Management, Communication, Team Building, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Athletics, Facebook, YouTube, Self-motivated..., Oral & Written..., Social Networking
Education
University of Portland 2012 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Portland 2008 — 2012
Bachelor's Degree, Organizational Communication, General, 3.4
Zimmer July 2014 - Present
America's Health Care Plan (AHCP) August 2013 - July 2014
University of Portland August 2008 - May 2013
AXA Advisors June 2012 - August 2012
ETZEL June 2012 - June 2012
Northwest Metals June 2009 - August 2009
Skills
Time Management, Communication, Team Building, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Athletics, Facebook, YouTube, Self-motivated..., Oral & Written..., Social Networking
Education
University of Portland 2012 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Portland 2008 — 2012
Bachelor's Degree, Organizational Communication, General, 3.4
Orlando Houston Orlando Houston's AXA Advisors Experience July 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2011 - Present
UPMC January 2003 - June 2011
Skills
Retirement Planning, Wealth Management, Financial Services, disability insurance..., bond services or..., 401k, 403b , 401k..., Variable and Fixed..., 529 plan strategies, mutual fund planning..., Life insurance planning, Insurance planning, Term Life insurance..., LTC Insurance planning, Alternative Investment..., Estate Planning Services, Asset Allocation...
Education
University of Pittsburgh 2009 — 2011
Bachelor of Arts in Economics, Economics
AXA Advisors July 2011 - Present
UPMC January 2003 - June 2011
Skills
Retirement Planning, Wealth Management, Financial Services, disability insurance..., bond services or..., 401k, 403b , 401k..., Variable and Fixed..., 529 plan strategies, mutual fund planning..., Life insurance planning, Insurance planning, Term Life insurance..., LTC Insurance planning, Alternative Investment..., Estate Planning Services, Asset Allocation...
Education
University of Pittsburgh 2009 — 2011
Bachelor of Arts in Economics, Economics
Ryan Stephens Ryan Stephens's AXA Advisors Experience 2005 - 2010
Job Financial Planning & Analysis Manager at Kaman Aerospace Corporation
Industry Aviation & Aerospace
Experience
Leslie Rudd Investment Company April 2015 - Present
Kaman Aerospace Corporation October 2013 - April 2015
Kaman Aerospace Corporation October 2011 - October 2013
Kaman Aerospace Corporation April 2011 - October 2011
AXA Advisors 2005 - 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Cost Accounting, Financial Forecasting, Budget Forecasts, Microsoft Excel, Epicor, Business Strategy, Strategic Planning, Sales
Education
University of Phoenix 2009 — 2011
Master of Science (M.S.), Accounting
Wichita State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Leslie Rudd Investment Company April 2015 - Present
Kaman Aerospace Corporation October 2013 - April 2015
Kaman Aerospace Corporation October 2011 - October 2013
Kaman Aerospace Corporation April 2011 - October 2011
AXA Advisors 2005 - 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Cost Accounting, Financial Forecasting, Budget Forecasts, Microsoft Excel, Epicor, Business Strategy, Strategic Planning, Sales
Education
University of Phoenix 2009 — 2011
Master of Science (M.S.), Accounting
Wichita State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Dean Rosko, C.L.U., Ch.F.C. Dean Rosko, C.L.U., Ch.F.C.'s AXA Advisors Experience 1978 - Present
Job Retirement Planning Specialist
Industry
Experience
AXA Advisors 1978 - Present
Skills
hide endorsements
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Financial Services, Retirement Planning Certificte
Northern Ilinois University 1968 — 1971
Business Education
AXA Advisors 1978 - Present
Skills
hide endorsements
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Financial Services, Retirement Planning Certificte
Northern Ilinois University 1968 — 1971
Business Education
Laura Booth's AXA Advisors Experience August 2012 - November 2012
Job Customer Service Manager at PulteGroup
Industry Construction
Experience
PulteGroup May 2014 - Present
Bonefish Grill June 2012 - August 2013
AXA Advisors August 2012 - November 2012
University of South Carolina April 2012 - August 2012
Outback Steakhouse September 2008 - January 2010
Greenville County Recreation District April 2007 - April 2008
Skills
Time Management, Customer Service, Microsoft Office, Human Resources, Management, Leadership, Program Management, Hospitality, Recruiting, Team Leadership, Construction, Construction Management, Construction Safety, Home Warranty, Customer Relations
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Finance and Economics
PulteGroup May 2014 - Present
Bonefish Grill June 2012 - August 2013
AXA Advisors August 2012 - November 2012
University of South Carolina April 2012 - August 2012
Outback Steakhouse September 2008 - January 2010
Greenville County Recreation District April 2007 - April 2008
Skills
Time Management, Customer Service, Microsoft Office, Human Resources, Management, Leadership, Program Management, Hospitality, Recruiting, Team Leadership, Construction, Construction Management, Construction Safety, Home Warranty, Customer Relations
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Larry Anchel Larry Anchel's AXA Advisors Experience July 2002 - May 2004
Job Product Manager at iCan Benefit Group
Industry Financial Services
Experience
iCan Benefit Group May 2015 - Present
Arthur J. Gallagher & Co. September 2013 - April 2015
Peachtree Financial Solutions June 2006 - September 2013
HealthPlan Services May 2004 - June 2006
AXA Advisors July 2002 - May 2004
Franklin Templeton Investments May 1997 - July 2002
Skills
Finance, Financial Analysis, Financial Services, Insurance, Management, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Leadership, Employee Benefits, Project Management, Mutual Funds, Strategy, Financial Risk, Trend Analysis, Life Insurance, Microsoft Excel, Life Settlements, Pricing, Pricing Analysis, Analysis, Product Management, Product Development, Product Marketing, Financial Planning
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
iCan Benefit Group May 2015 - Present
Arthur J. Gallagher & Co. September 2013 - April 2015
Peachtree Financial Solutions June 2006 - September 2013
HealthPlan Services May 2004 - June 2006
AXA Advisors July 2002 - May 2004
Franklin Templeton Investments May 1997 - July 2002
Skills
Finance, Financial Analysis, Financial Services, Insurance, Management, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Leadership, Employee Benefits, Project Management, Mutual Funds, Strategy, Financial Risk, Trend Analysis, Life Insurance, Microsoft Excel, Life Settlements, Pricing, Pricing Analysis, Analysis, Product Management, Product Development, Product Marketing, Financial Planning
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
Lyle Marsh Lyle Marsh's AXA Advisors Experience April 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
JNK Securities June 2012 - July 2012
Rescue Capital June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Leadership, Marketing Strategy, Social Media, PowerPoint, Marketing, Research, Data Analysis, Management Consulting, Sales
Education
University of Pennsylvania - The Wharton School 2009 — 2014
Bachelor of Science (BS), Economics with a concentration in Marketing
AXA Advisors April 2015 - Present
JNK Securities June 2012 - July 2012
Rescue Capital June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Leadership, Marketing Strategy, Social Media, PowerPoint, Marketing, Research, Data Analysis, Management Consulting, Sales
Education
University of Pennsylvania - The Wharton School 2009 — 2014
Bachelor of Science (BS), Economics with a concentration in Marketing
Elizabeth Glover's AXA Advisors Experience June 2013 - August 2013
Job Associate Consultant at Campbell Alliance
Industry Biotechnology
Experience
Campbell Alliance April 2015 - Present
Campbell Alliance July 2014 - Present
MUSE Consulting September 2012 - May 2014
Biomeme, Inc. May 2013 - December 2013
AXA Advisors June 2013 - August 2013
University of Pennsylvania, Department of Dermatology December 2011 - September 2012
Skills
Market Research, Marketing Strategy, Business Development, real-time PCR
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Engineering (BSE), Chemical and Biomolecular Engineering
Garden City High School
Campbell Alliance April 2015 - Present
Campbell Alliance July 2014 - Present
MUSE Consulting September 2012 - May 2014
Biomeme, Inc. May 2013 - December 2013
AXA Advisors June 2013 - August 2013
University of Pennsylvania, Department of Dermatology December 2011 - September 2012
Skills
Market Research, Marketing Strategy, Business Development, real-time PCR
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Engineering (BSE), Chemical and Biomolecular Engineering
Garden City High School
Christopher Martelli Christopher Martelli's AXA Advisors Experience November 2014 - Present
Job Financial Services Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Gabrielli Truck Sales LTD. June 2011 - September 2014
Skills
Time management, Sales, Strong priority..., Organization, Advanced Microsoft Word..., Customer Service, Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
University of Scranton 2009 — 2013
Bachelor's degree
Manhasset High School 2006 — 2009
High School Diploma
AXA Advisors November 2014 - Present
Gabrielli Truck Sales LTD. June 2011 - September 2014
Skills
Time management, Sales, Strong priority..., Organization, Advanced Microsoft Word..., Customer Service, Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
University of Scranton 2009 — 2013
Bachelor's degree
Manhasset High School 2006 — 2009
High School Diploma
Douglas Morhac Jr. Douglas Morhac Jr.'s AXA Advisors Experience October 2008 - January 2009
Job Onsite Program Manager at Volt Workforce Solutions
Industry Staffing and Recruiting
Experience
Volt Workforce Solutions October 2014 - Present
Noramtec Consultants May 2013 - October 2014
Noramtec Consultants May 2011 - April 2013
Adecco February 2011 - May 2011
Adecco June 2010 - February 2011
National Income Life Insurance Company March 2009 - June 2010
AXA Advisors October 2008 - January 2009
Paychex January 2008 - May 2008
University of Rochester August 2004 - May 2008
Skills
Recruiting, Sourcing, Technical Recruiting, Interviews, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Cold Calling, Employee Benefits, Resume Writing, Onboarding, Business Networking, Training, Networking, Temporary Staffing, Human Resources, Screening Resumes, Temporary Placement, Interviewing, Staff Training, Direct Sales, New Business Generation, Recruitment Technology, Internet Networking, Lead Generation, Contract Recruitment, Job Descriptions, Staffing Services, Screening, Program Management, Vendor Management, Fieldglass, Relationship Management
Education
University of Rochester 2004 — 2008
B.A., Major in Psychology, Minor in Legal Studies, Personnel Management Certificate
Volt Workforce Solutions October 2014 - Present
Noramtec Consultants May 2013 - October 2014
Noramtec Consultants May 2011 - April 2013
Adecco February 2011 - May 2011
Adecco June 2010 - February 2011
National Income Life Insurance Company March 2009 - June 2010
AXA Advisors October 2008 - January 2009
Paychex January 2008 - May 2008
University of Rochester August 2004 - May 2008
Skills
Recruiting, Sourcing, Technical Recruiting, Interviews, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Cold Calling, Employee Benefits, Resume Writing, Onboarding, Business Networking, Training, Networking, Temporary Staffing, Human Resources, Screening Resumes, Temporary Placement, Interviewing, Staff Training, Direct Sales, New Business Generation, Recruitment Technology, Internet Networking, Lead Generation, Contract Recruitment, Job Descriptions, Staffing Services, Screening, Program Management, Vendor Management, Fieldglass, Relationship Management
Education
University of Rochester 2004 — 2008
B.A., Major in Psychology, Minor in Legal Studies, Personnel Management Certificate
Justin Harkness's AXA Advisors Experience June 2009 - August 2009
Job Account Executive
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
Bloomberg LP August 2013 - Present
Bloomberg LP September 2012 - Present
Bloomberg April 2011 - September 2012
UniCredit AG September 2010 - February 2011
AXA Advisors June 2009 - August 2009
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Economics, Commodity, Technical Analysis, Currency, Finance, German, Foreign Exchange, Derivatives, Account Management, Financial Markets, Equities, Trading, Risk Management, Financial Software..., Futures Trading, High Frequency Trading, Fashion, Hedge Funds, Microsoft Excel, Financial Modeling
Education
University of San Diego 2006 — 2010
Business Administration, Business, Internaitonal Relations, German
Bloomberg LP August 2014 - Present
Bloomberg LP August 2013 - Present
Bloomberg LP September 2012 - Present
Bloomberg April 2011 - September 2012
UniCredit AG September 2010 - February 2011
AXA Advisors June 2009 - August 2009
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Economics, Commodity, Technical Analysis, Currency, Finance, German, Foreign Exchange, Derivatives, Account Management, Financial Markets, Equities, Trading, Risk Management, Financial Software..., Futures Trading, High Frequency Trading, Fashion, Hedge Funds, Microsoft Excel, Financial Modeling
Education
University of San Diego 2006 — 2010
Business Administration, Business, Internaitonal Relations, German
Kristy Sewrey Kristy Sewrey's AXA Advisors Experience April 2005 - March 2006
Job Interior Designer
Industry Design
Experience
Bellevue College 2008 - Present
Appropriate Balance Financial Services (ABFS) April 2006 - 2008
AXA Advisors April 2005 - March 2006
Wachovia Insurance October 2002 - March 2005
Skills
Leadership, Retirement Planning, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, Public Speaking, Training, Strategic Financial..., Customer Service, Rendering, AutoCAD, Analysis, Adobe Creative Suite, InDesign, Photography, SketchUp
Education
Bellevue Community College 2009 — 2013
BAA in Interior design, Interior design/architecture
University of Phoenix 2004 — 2008
Bellevue College 2008 - Present
Appropriate Balance Financial Services (ABFS) April 2006 - 2008
AXA Advisors April 2005 - March 2006
Wachovia Insurance October 2002 - March 2005
Skills
Leadership, Retirement Planning, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, Public Speaking, Training, Strategic Financial..., Customer Service, Rendering, AutoCAD, Analysis, Adobe Creative Suite, InDesign, Photography, SketchUp
Education
Bellevue Community College 2009 — 2013
BAA in Interior design, Interior design/architecture
University of Phoenix 2004 — 2008
Carol Stairiker Carol Stairiker's AXA Advisors Experience March 1999 - Present
Job V.P. East Coast Operations Executive Benefits Financial Group
Industry Financial Services
Experience
AXA Advisors March 1999 - Present
Skills
Series 7
Education
Peirce
Associate of Science (A.S.), Computer Sciences
University of Pennsylvania - The Wharton School
Finance, General
AXA Advisors March 1999 - Present
Skills
Series 7
Education
Peirce
Associate of Science (A.S.), Computer Sciences
University of Pennsylvania - The Wharton School
Finance, General
Loukas Tasigianis Loukas Tasigianis's AXA Advisors Experience May 2013 - January 2014
Job FCIU Analyst at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank April 2015 - Present
Liquidity Solutions Inc. February 2014 - August 2014
AXA Advisors May 2013 - January 2014
Ergotelis FC August 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Entrepreneurship, Strategic Planning, New Business Development, Microsoft Office, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science and Economics
Standard Chartered Bank April 2015 - Present
Liquidity Solutions Inc. February 2014 - August 2014
AXA Advisors May 2013 - January 2014
Ergotelis FC August 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Entrepreneurship, Strategic Planning, New Business Development, Microsoft Office, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science and Economics
Donna Delgado, CFP® Donna Delgado, CFP®'s AXA Advisors Experience July 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™ Insurances, Asset Management, Estate & Retirement Planning Strategies
Industry Financial Services
Experience
AXA Advisors July 2008 - Present
Skills
Asset Management, Strategic Financial..., Retirement Planning, Small Business, Retirement Income..., Estate Planning..., 401k
Education
University of Rhode Island - College of Business Administration 2002 — 2005
Bachelor, Finance, Magna Cum Laude
Pilgrim High School
AXA Advisors July 2008 - Present
Skills
Asset Management, Strategic Financial..., Retirement Planning, Small Business, Retirement Income..., Estate Planning..., 401k
Education
University of Rhode Island - College of Business Administration 2002 — 2005
Bachelor, Finance, Magna Cum Laude
Pilgrim High School
Eric Eichvalds Eric Eichvalds's AXA Advisors Experience September 2011 - March 2012
Job Consultant at EY
Industry Management Consulting
Experience
EY April 2014 - Present
EY September 2012 - April 2014
Geosphere Capital Management July 2012 - August 2012
AXA Advisors September 2011 - March 2012
Jim's Auto Detailing December 2007 - August 2010
Skills
Series 7, Series 63, Series 65, Financial Advisory, Client Service, Asset Allocation, Risk Management, Wealth Management, Strategic Financial..., Securities, Financial Services, Investment Advisory, Investments, Finance, Insurance, Management, Financial Analysis
Education
University of Scranton 2007 — 2011
Management
Roxbury High School 2003 — 2007
EY April 2014 - Present
EY September 2012 - April 2014
Geosphere Capital Management July 2012 - August 2012
AXA Advisors September 2011 - March 2012
Jim's Auto Detailing December 2007 - August 2010
Skills
Series 7, Series 63, Series 65, Financial Advisory, Client Service, Asset Allocation, Risk Management, Wealth Management, Strategic Financial..., Securities, Financial Services, Investment Advisory, Investments, Finance, Insurance, Management, Financial Analysis
Education
University of Scranton 2007 — 2011
Management
Roxbury High School 2003 — 2007
Daniel O'Keefe, CFP® Daniel O'Keefe, CFP®'s AXA Advisors Experience May 2010 - April 2013
Job Financial Consultant at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
CAPITAL FINANCIAL PLANNING March 2013 - Present
AXA Advisors May 2010 - April 2013
Skills
Securities, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Asset Allocation, Investments, Investment Strategies
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's degree, Finance, General
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
CAPITAL FINANCIAL PLANNING March 2013 - Present
AXA Advisors May 2010 - April 2013
Skills
Securities, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Asset Allocation, Investments, Investment Strategies
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's degree, Finance, General
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Sam Bruns's AXA Advisors Experience June 2015 - August 2015
Job
Industry
Experience
University of South Carolina August 2011 - Present
AXA Advisors June 2015 - August 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Time Management, Financial Analysis
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor’s Degree, Finance, Human Resources
University of South Carolina August 2011 - Present
AXA Advisors June 2015 - August 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Time Management, Financial Analysis
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor’s Degree, Finance, Human Resources
Matt Soderman CRPC®'s AXA Advisors Experience November 2011 - April 2012
Job Regional Vice President
Industry Financial Services
Experience
AXA US March 2012 - Present
AXA Advisors November 2011 - April 2012
Braff, Harris, & Sukoneck May 2011 - November 2011
Diversified Information Technologies November 2010 - May 2011
Skills
Leadership, Recruiting, Fundraising
Education
University of Scranton 2007 — 2011
Bachelors of Science, Business Management
AXA US March 2012 - Present
AXA Advisors November 2011 - April 2012
Braff, Harris, & Sukoneck May 2011 - November 2011
Diversified Information Technologies November 2010 - May 2011
Skills
Leadership, Recruiting, Fundraising
Education
University of Scranton 2007 — 2011
Bachelors of Science, Business Management
Rick Koff's AXA Advisors Experience September 2001 - August 2013
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
AXA Advisors September 2001 - August 2013
Professional Asset Protection January 1993 - August 2001
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Planners, Securities, Insurance, Sales Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of Southern California
Business
Lenox Advisors August 2013 - Present
AXA Advisors September 2001 - August 2013
Professional Asset Protection January 1993 - August 2001
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Planners, Securities, Insurance, Sales Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of Southern California
Business
Christopher J. Cordova's AXA Advisors Experience January 2013 - Present
Job Financial Services Professional at Wealth Management Strategies An Elite Producer Group with AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
New York Life Insurance Company October 2008 - January 2013
Embassy Suites Hotel July 1998 - October 2008
Skills
Budgets, Management, Analysis, Series 6, Recruiting, Team Building, Accounting, Customer Service, Series 63, Project Planning, Strategic Financial..., Purchasing, PowerPoint, Microsoft Word, FINRA
Education
University of Phoenix 2006 — 2008
BS, Business Finance
AXA Advisors January 2013 - Present
New York Life Insurance Company October 2008 - January 2013
Embassy Suites Hotel July 1998 - October 2008
Skills
Budgets, Management, Analysis, Series 6, Recruiting, Team Building, Accounting, Customer Service, Series 63, Project Planning, Strategic Financial..., Purchasing, PowerPoint, Microsoft Word, FINRA
Education
University of Phoenix 2006 — 2008
BS, Business Finance
Deborah Fair's AXA Advisors Experience July 2013 - September 2014
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Jason S. Fitz, CFP®'s AXA Advisors Experience 2009 - 2014
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2014 - Present
AXA Advisors 2009 - 2014
Merrill Lynch 2008 - 2009
Goldman Sachs Asset Management, L.P. 2003 - 2008
Seward & Kissel LLP 2001 - 2003
A Better Chance 1998 - 2001
Education
University of Pennsylvania 1991 — 1995
B.A., Russian
Phillips Exeter Academy 1988 — 1991
Diploma
Lincoln Financial Advisors 2014 - Present
AXA Advisors 2009 - 2014
Merrill Lynch 2008 - 2009
Goldman Sachs Asset Management, L.P. 2003 - 2008
Seward & Kissel LLP 2001 - 2003
A Better Chance 1998 - 2001
Education
University of Pennsylvania 1991 — 1995
B.A., Russian
Phillips Exeter Academy 1988 — 1991
Diploma
Terrance Woodfield's AXA Advisors Experience 2001 - Present
Job Branch Operations Manager at AXA/Equitable
Industry Financial Services
Experience
AXA/Equitable Branch Operations ManagerAXA Equitable Life Ins Co2007 - Present
AXA Advisors 2001 - Present
axa 1990 - 2007
Education
University of South Carolina-Columbia 1988 — 1993
AXA/Equitable Branch Operations ManagerAXA Equitable Life Ins Co2007 - Present
AXA Advisors 2001 - Present
axa 1990 - 2007
Education
University of South Carolina-Columbia 1988 — 1993
Byrle Solomon's AXA Advisors Experience January 2001 - October 2004
Job Small Business Consultant at ADT Security Services LLC
Industry Financial Services
Experience
ADT Security Services LLC July 2014 - Present
Comprehensive Allergy and Asthma Care February 2014 - July 2014
HSBC Retail Banking and Wealth Management May 2006 - March 2012
Brooks Brothers October 2005 - May 2006
AXA Advisors January 2001 - October 2004
AXA Advisors May 1998 - January 2001
Equitable Distributors, Secaucus, NJ September 1996 - May 1998
J&W Seligman December 1992 - September 1996
Skills
Sales, Finance, Real Estate, Marketing Communications, Fixed Annuities, Customer Service, Investments, Insurance, Retirement, Hedge Funds, Microsoft Office, Sales Operations, Financial Analysis, Team Building, Team Leadership, Public Speaking, Product Management, Capital Markets, NMLS # 416816, Loans, Credit, Human Resources, Program Management, Risk Management, Management, Mortgage Lending, Analysis, Strategic Financial..., Leadership
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Marketing
Villanova University
Project Management
ADT Security Services LLC July 2014 - Present
Comprehensive Allergy and Asthma Care February 2014 - July 2014
HSBC Retail Banking and Wealth Management May 2006 - March 2012
Brooks Brothers October 2005 - May 2006
AXA Advisors January 2001 - October 2004
AXA Advisors May 1998 - January 2001
Equitable Distributors, Secaucus, NJ September 1996 - May 1998
J&W Seligman December 1992 - September 1996
Skills
Sales, Finance, Real Estate, Marketing Communications, Fixed Annuities, Customer Service, Investments, Insurance, Retirement, Hedge Funds, Microsoft Office, Sales Operations, Financial Analysis, Team Building, Team Leadership, Public Speaking, Product Management, Capital Markets, NMLS # 416816, Loans, Credit, Human Resources, Program Management, Risk Management, Management, Mortgage Lending, Analysis, Strategic Financial..., Leadership
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Marketing
Villanova University
Project Management
John DePasquale's AXA Advisors Experience August 2000 - August 2004
Job Vice President, Commercial Lending
Industry Banking
Experience
Radius Bank September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
CapitalOne Bank April 2009 - June 2010
Citigroup August 2004 - April 2009
AXA Advisors August 2000 - August 2004
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Banking, Lines Of Credit, Cash Management, Portfolio Management, Finance, Credit Analysis, Treasury Management, Relationship Management, Loan Origination, Small Business Lending, Financial Services, Credit, Financial Analysis, Loans, SBA, Investments, Credit Risk, Risk Management, Mortgage Lending
Education
University of Phoenix 2011 — 2012
Masters, Accounting
University of Scranton 1990 — 1994
BS, Finance
Radius Bank September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
CapitalOne Bank April 2009 - June 2010
Citigroup August 2004 - April 2009
AXA Advisors August 2000 - August 2004
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Banking, Lines Of Credit, Cash Management, Portfolio Management, Finance, Credit Analysis, Treasury Management, Relationship Management, Loan Origination, Small Business Lending, Financial Services, Credit, Financial Analysis, Loans, SBA, Investments, Credit Risk, Risk Management, Mortgage Lending
Education
University of Phoenix 2011 — 2012
Masters, Accounting
University of Scranton 1990 — 1994
BS, Finance
Benjamin Gotfried's AXA Advisors Experience 2010 - Present
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2010 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist Certificate
AXA Advisors 2010 - Present
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Retirement Planning Specialist Certificate
Jeremy Breslin, CFA's AXA Advisors Experience April 2004 - May 2006
Job Vice President, Investment Strategist at U.S. Trust
Industry Investment Management
Experience
U.S. Trust October 2012 - Present
US Trust July 2006 - October 2012
AXA Advisors April 2004 - May 2006
Skills
Asset Allocation, Mutual Funds, Financial Analysis, Investment Management, Investment Strategies, Factset, Morningstar, Bloomberg, Performance Attribution, Equities, Fixed Income, Equity Research, Equity Trading, Endowments, Foundations, Investments, Portfolio Management
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S., Business Adminstration
Central Catholic H.S. 1995 — 1999
U.S. Trust October 2012 - Present
US Trust July 2006 - October 2012
AXA Advisors April 2004 - May 2006
Skills
Asset Allocation, Mutual Funds, Financial Analysis, Investment Management, Investment Strategies, Factset, Morningstar, Bloomberg, Performance Attribution, Equities, Fixed Income, Equity Research, Equity Trading, Endowments, Foundations, Investments, Portfolio Management
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S., Business Adminstration
Central Catholic H.S. 1995 — 1999
Russell Gartz's AXA Advisors Experience August 2001 - September 2008
Job Chief Development Officer at St. Joseph's Prep School
Industry Fund-Raising
Experience
St. Joseph's Prep School February 2011 - Present
RANNEY SCHOOL September 2008 - February 2011
MERIDIAN HEALTH/ RIVERVIEW MEDICAL CENTER September 2007 - September 2008
AXA Advisors August 2001 - September 2008
St. John Vianney HS September 1993 - August 2001
Skills
Fundraising, Annual Giving, Grant Writing, Event Management, Strategic Planning, Stewardship, Leadership, Program Management, Public Relations, Public Speaking, Nonprofits, Management, Marketing Communications, Social Media
Education
University of South Carolina 1989 — 1993
B.S, Business Management
University of South Carolina-Columbia 1989 — 1993
BS, Management
St. John Vianney 1985 — 1989
St. Joseph's Prep School February 2011 - Present
RANNEY SCHOOL September 2008 - February 2011
MERIDIAN HEALTH/ RIVERVIEW MEDICAL CENTER September 2007 - September 2008
AXA Advisors August 2001 - September 2008
St. John Vianney HS September 1993 - August 2001
Skills
Fundraising, Annual Giving, Grant Writing, Event Management, Strategic Planning, Stewardship, Leadership, Program Management, Public Relations, Public Speaking, Nonprofits, Management, Marketing Communications, Social Media
Education
University of South Carolina 1989 — 1993
B.S, Business Management
University of South Carolina-Columbia 1989 — 1993
BS, Management
St. John Vianney 1985 — 1989
Richard Weiner's AXA Advisors Experience May 2014 - February 2015
Job Registered Personal Banker/Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Prudential Financial February 2015 - July 2015
AXA Advisors May 2014 - February 2015
Madison Capital Equipment & Vehicle Financing October 2013 - January 2014
Harbor Bank of Maryland June 2013 - September 2013
Palmetto Citizens FCU October 2006 - April 2013
Palmetto Citizens Federal Credit Union October 2006 - April 2013
Weiner Associates, Inc April 2005 - January 2008
Weiner Associates, Inc January 2005 - January 2008
Bank of America May 2003 - March 2005
Skills
Investments, Finance, Management, Sales, Business Development, Insurance, Financial Services, New Business Development, Training, Marketing, Accounting, Small Business, Cash Management, Analysis, Public Relations, Investment Properties, Cold Calling, Commercial Real Estate, Networking, Auditing
Education
University of South Carolina 1981 — 1985
Bachelor of Arts, Journalism and Mass Communications
University of South Carolina 1981 — 1985
Bachelor of Arts, Journalism
University of South Carolina-Columbia 1981 — 1985
Journalism, Business Administration and Marketing
PIKESVILLE HIGH SCHOOL
Wells Fargo July 2015 - Present
Prudential Financial February 2015 - July 2015
AXA Advisors May 2014 - February 2015
Madison Capital Equipment & Vehicle Financing October 2013 - January 2014
Harbor Bank of Maryland June 2013 - September 2013
Palmetto Citizens FCU October 2006 - April 2013
Palmetto Citizens Federal Credit Union October 2006 - April 2013
Weiner Associates, Inc April 2005 - January 2008
Weiner Associates, Inc January 2005 - January 2008
Bank of America May 2003 - March 2005
Skills
Investments, Finance, Management, Sales, Business Development, Insurance, Financial Services, New Business Development, Training, Marketing, Accounting, Small Business, Cash Management, Analysis, Public Relations, Investment Properties, Cold Calling, Commercial Real Estate, Networking, Auditing
Education
University of South Carolina 1981 — 1985
Bachelor of Arts, Journalism and Mass Communications
University of South Carolina 1981 — 1985
Bachelor of Arts, Journalism
University of South Carolina-Columbia 1981 — 1985
Journalism, Business Administration and Marketing
PIKESVILLE HIGH SCHOOL
Dani McLeod's AXA Advisors Experience April 2005 - August 2005
Job Client Relations Professional
Industry Financial Services
Experience
Northwestern Mutual June 2010 - August 2013
Northwestern Mutual August 2005 - May 2010
AXA Advisors April 2005 - August 2005
AXA Advisors March 2003 - March 2005
The New Yorker March 2001 - January 2003
Linebarger Chiropractic August 1998 - August 2000
Catalyst Inc. May 1997 - August 1998
Professional Sports Publications May 1996 - May 1997
Connecticut Magazine August 1994 - May 1996
Skills
Customer Service, Education Funding, Outlook, Analysis, Investments, Strategic Planning, Financial Services, Risk Management, Wealth Management
Education
University of Rhode Island
Bachelor's Degree, English Literature
Northwestern Mutual June 2010 - August 2013
Northwestern Mutual August 2005 - May 2010
AXA Advisors April 2005 - August 2005
AXA Advisors March 2003 - March 2005
The New Yorker March 2001 - January 2003
Linebarger Chiropractic August 1998 - August 2000
Catalyst Inc. May 1997 - August 1998
Professional Sports Publications May 1996 - May 1997
Connecticut Magazine August 1994 - May 1996
Skills
Customer Service, Education Funding, Outlook, Analysis, Investments, Strategic Planning, Financial Services, Risk Management, Wealth Management
Education
University of Rhode Island
Bachelor's Degree, English Literature
Wanda Lee's AXA Advisors Experience March 2006 - October 2007
Job Customer Success Manager at Iron.io
Industry Biotechnology
Experience
Iron.io June 2015 - Present
Counsyl January 2013 - June 2015
Counsyl June 2012 - December 2012
Counsyl September 2011 - June 2012
Stone Korean Kitchen October 2009 - December 2010
Poll it Out! March 2008 - December 2009
SNP Communications January 2009 - July 2009
AXA Advisors March 2006 - October 2007
City College of San Francisco August 2005 - June 2006
Skills
Sales, CRM, Account Management, Medical Billing, Operations Management, Marketing, Social Media, Relationship Management, Facebook, Customer Service, Process Improvement, Sales Management, Salesforce.com, Leadership, Teamwork, Data Analysis, Market Research, PowerPoint, Strategy, Analysis, Business Development, Sales Operations, Direct Sales, Cold Calling
Education
University of San Francisco 2007 — 2009
Bachelor of Arts, Economics - Financial Analysis
Iron.io June 2015 - Present
Counsyl January 2013 - June 2015
Counsyl June 2012 - December 2012
Counsyl September 2011 - June 2012
Stone Korean Kitchen October 2009 - December 2010
Poll it Out! March 2008 - December 2009
SNP Communications January 2009 - July 2009
AXA Advisors March 2006 - October 2007
City College of San Francisco August 2005 - June 2006
Skills
Sales, CRM, Account Management, Medical Billing, Operations Management, Marketing, Social Media, Relationship Management, Facebook, Customer Service, Process Improvement, Sales Management, Salesforce.com, Leadership, Teamwork, Data Analysis, Market Research, PowerPoint, Strategy, Analysis, Business Development, Sales Operations, Direct Sales, Cold Calling
Education
University of San Francisco 2007 — 2009
Bachelor of Arts, Economics - Financial Analysis
Joseph Feltham's AXA Advisors Experience June 2007 - April 2010
Job Financial Analyst at 4Front Ventures
Industry Management Consulting
Experience
4Front Ventures July 2014 - Present
Neighborhood Housing Solutions, Inc January 2010 - Present
Redirect Health June 2013 - October 2014
Arrowhead Health Centers February 2011 - October 2014
AXA Advisors June 2007 - April 2010
Search For Talent May 2005 - June 2006
Asian Neighborhood Design and USF Family Business School February 2004 February 2004 - February 2004
Robert W. Baird June 2003 - August 2003
Skills
Sales, Equities, Bonds, Customer Service, Benefits Administration, Investments, Healthcare Reform, Global Politics, Employee Benefits, Finance, Portfolio Management, Health Care Reform, Retirement, Securities
Education
University of San Francisco 2003 — 2007
B.S, Business Finance
Brophy College Prep 2000 — 2003
4Front Ventures July 2014 - Present
Neighborhood Housing Solutions, Inc January 2010 - Present
Redirect Health June 2013 - October 2014
Arrowhead Health Centers February 2011 - October 2014
AXA Advisors June 2007 - April 2010
Search For Talent May 2005 - June 2006
Asian Neighborhood Design and USF Family Business School February 2004 February 2004 - February 2004
Robert W. Baird June 2003 - August 2003
Skills
Sales, Equities, Bonds, Customer Service, Benefits Administration, Investments, Healthcare Reform, Global Politics, Employee Benefits, Finance, Portfolio Management, Health Care Reform, Retirement, Securities
Education
University of San Francisco 2003 — 2007
B.S, Business Finance
Brophy College Prep 2000 — 2003
Brenda Gold's AXA Advisors Experience May 1987 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 1987 - Present
Dell Labratories 1985 - 1987
Rolls-Royce North America 1980 - 1984
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Life Insurance planning, Tax efficient income..., Asset Allocation, Qualified plans and..., Business Planning, Long term care planning, Succession Planning, Employee Benefits, Finance, Retirement
Education
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning, Retirement Planning
AXA Advisors May 1987 - Present
Dell Labratories 1985 - 1987
Rolls-Royce North America 1980 - 1984
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Life Insurance planning, Tax efficient income..., Asset Allocation, Qualified plans and..., Business Planning, Long term care planning, Succession Planning, Employee Benefits, Finance, Retirement
Education
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning, Retirement Planning
Angela Apolito's AXA Advisors Experience sales assistantmerrill lynch2006 - 2008
Job Financial consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors sales assistantmerrill lynch2006 - 2008
UBS Financial Services 2003 - 2006
Education
University of Phoenix 2005 — 2007
Bachelor's, Business Finance
AXA Advisors sales assistantmerrill lynch2006 - 2008
UBS Financial Services 2003 - 2006
Education
University of Phoenix 2005 — 2007
Bachelor's, Business Finance
Peter Heine's AXA Advisors Experience January 2009 - May 2009
Job Corporate Recruiter at The Boeing Company
Industry Aviation & Aerospace
Experience
Boeing January 2015 - Present
Aerotek June 2011 - December 2014
Aerotek Engineering June 2010 - June 2011
Nordstrom June 2007 - August 2009
AXA Advisors January 2009 - May 2009
Skills
Business Development, Temporary Placement, Technical Recruiting, Recruiting, Team Leadership, Sourcing, Team Building, New Business Development, Account Management, Applicant Tracking..., Cold Calling, Contract Recruitment, Customer Service, Employee Relations, Entrepreneurship, Executive Search, Human Resources, Internet Recruiting, Interviews, Leadership, Management, Marketing, Negotiation, Networking, Sales, Salesforce.com, Staffing Services, Talent Acquisition, Talent Management, Temporary Staffing, Time Management, Vendor Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Hiring, Manufacturing, Social Networking
Education
University of San Diego 2006 — 2010
Bachelor's degree, Finance, General
Boeing January 2015 - Present
Aerotek June 2011 - December 2014
Aerotek Engineering June 2010 - June 2011
Nordstrom June 2007 - August 2009
AXA Advisors January 2009 - May 2009
Skills
Business Development, Temporary Placement, Technical Recruiting, Recruiting, Team Leadership, Sourcing, Team Building, New Business Development, Account Management, Applicant Tracking..., Cold Calling, Contract Recruitment, Customer Service, Employee Relations, Entrepreneurship, Executive Search, Human Resources, Internet Recruiting, Interviews, Leadership, Management, Marketing, Negotiation, Networking, Sales, Salesforce.com, Staffing Services, Talent Acquisition, Talent Management, Temporary Staffing, Time Management, Vendor Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Hiring, Manufacturing, Social Networking
Education
University of San Diego 2006 — 2010
Bachelor's degree, Finance, General
Scott C. Klein's AXA Advisors Experience January 2012 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
AXA Advisors July 1995 - Present
Skills
Series 7, Series 65, Series 24, Certified Financial...
Education
University of Richmond 1991 — 1995
Bachelor of Arts (BA), Business/Marketing/International Business
AXA Advisors January 2012 - Present
AXA Advisors July 1995 - Present
Skills
Series 7, Series 65, Series 24, Certified Financial...
Education
University of Richmond 1991 — 1995
Bachelor of Arts (BA), Business/Marketing/International Business
Jack Waggoner's AXA Advisors Experience January 2000 - Present
Job Retirement Planning Specialist
Industry Investment Management
Experience
AXA Advisors January 2000 - Present
Education
University of Rochester 1991 — 1993
BA, Economics, Organizational Psychology
AXA Advisors January 2000 - Present
Education
University of Rochester 1991 — 1993
BA, Economics, Organizational Psychology
Caroline Chupka's AXA Advisors Experience September 2007 - Present
Job Producer Assistant/Office Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2007 - Present
Westmoreland Community Action 2005 - 2009
Education
University of Pittsburgh 1998 — 2003
Bachelors, Communications, Politics, Sports Media
AXA Advisors September 2007 - Present
Westmoreland Community Action 2005 - 2009
Education
University of Pittsburgh 1998 — 2003
Bachelors, Communications, Politics, Sports Media
Daniel Smales's AXA Advisors Experience August 2011 - August 2012
Job Relationship Banker/Small Business Specialist at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Tikkera.com August 2012 - December 2012
AXA Advisors August 2011 - August 2012
Massage Envy March 2008 - June 2010
ColorGraphics August 2008 - November 2008
Prime Link January 2007 - April 2008
Inn at the Market November 2007 - March 2008
The Harbor Club March 2007 - August 2007
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2011
B.S., Business Finance
University of Phoenix 2006 — 2008
A.A, Accounting
Seattle University 2003 — 2005
International Studies
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Tikkera.com August 2012 - December 2012
AXA Advisors August 2011 - August 2012
Massage Envy March 2008 - June 2010
ColorGraphics August 2008 - November 2008
Prime Link January 2007 - April 2008
Inn at the Market November 2007 - March 2008
The Harbor Club March 2007 - August 2007
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2011
B.S., Business Finance
University of Phoenix 2006 — 2008
A.A, Accounting
Seattle University 2003 — 2005
International Studies
Julie Simmons's AXA Advisors Experience January 1997 - February 2001
Job Office Manager
Industry Oil & Energy
Experience
Genie Well Services May 2010 - Present
Schubert Investments August 1996 - October 2004
AXA Advisors January 1997 - February 2001
Skills
Administrative Support, Typing, Quickbooks, Spreadsheets, Data Entry, Administration, Word, Excel, PowerPoint, Accounts Payable, Telephone Skills, Billing, Microsoft Office, Customer Service, Scheduling, Database Administration, Payroll Processing, Bookkeeping, Customer Relations, Internet Explorer, Event Planning, Accounting, Time Management, Hiring, Administrative..., Microsoft Excel, Payroll, Process Scheduler, QuickBooks, Invoicing, Microsoft Word
Education
University of Phoenix 2008 — 2010
Associate, IT
Genie Well Services May 2010 - Present
Schubert Investments August 1996 - October 2004
AXA Advisors January 1997 - February 2001
Skills
Administrative Support, Typing, Quickbooks, Spreadsheets, Data Entry, Administration, Word, Excel, PowerPoint, Accounts Payable, Telephone Skills, Billing, Microsoft Office, Customer Service, Scheduling, Database Administration, Payroll Processing, Bookkeeping, Customer Relations, Internet Explorer, Event Planning, Accounting, Time Management, Hiring, Administrative..., Microsoft Excel, Payroll, Process Scheduler, QuickBooks, Invoicing, Microsoft Word
Education
University of Phoenix 2008 — 2010
Associate, IT
Raymond Preston's AXA Advisors Experience June 1986 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
New Birth Church 2012 - Present
Newbirth Church California 2012 - Present
AXA Advisors June 1986 - Present
Kappa Alpha Psi Fraternity 1993 - 1997
Skills
Wealth Management..., Customer Service, Client Education, Investment Strategies, Retirement Income..., Pension Distribution..., Tax-efficient investing..., Tax-deferred investment..., Insururance planning, Executive Benefit...
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist Designee, AXA At Retirement Executive Education
Portland State University 1982 — 1985
BS, Liberal Arts (Biological Sciences)
University of Oregon 1980 — 1981
Liberal Arts and Sciences/Liberal Studies
Mount Hood Community College 1977 — 1979
Applied Mathematics
San Jose City College 1976 — 1977
General Studies
Bryman School 1975 — 1976
Medical Assistant
New Birth Church 2012 - Present
Newbirth Church California 2012 - Present
AXA Advisors June 1986 - Present
Kappa Alpha Psi Fraternity 1993 - 1997
Skills
Wealth Management..., Customer Service, Client Education, Investment Strategies, Retirement Income..., Pension Distribution..., Tax-efficient investing..., Tax-deferred investment..., Insururance planning, Executive Benefit...
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist Designee, AXA At Retirement Executive Education
Portland State University 1982 — 1985
BS, Liberal Arts (Biological Sciences)
University of Oregon 1980 — 1981
Liberal Arts and Sciences/Liberal Studies
Mount Hood Community College 1977 — 1979
Applied Mathematics
San Jose City College 1976 — 1977
General Studies
Bryman School 1975 — 1976
Medical Assistant
Ryan Domenico's AXA Advisors Experience February 2010 - May 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab April 2014 - April 2015
Charles Schwab May 2011 - April 2014
AXA Advisors February 2010 - May 2011
Skills
Series 7, Series 66, California Insurance...
Education
University of San Diego 2007 — 2011
B.S., Finance
Charles Schwab April 2015 - Present
Charles Schwab April 2014 - April 2015
Charles Schwab May 2011 - April 2014
AXA Advisors February 2010 - May 2011
Skills
Series 7, Series 66, California Insurance...
Education
University of San Diego 2007 — 2011
B.S., Finance
Andrew Catalano's AXA Advisors Experience April 2014 - September 2014
Job AML Compliance Analyst II at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Tommy Bahama May 2010 - January 2015
AXA Advisors April 2014 - September 2014
College Republican National Committee August 2012 - November 2012
Skills
Leadership, Microsoft Office, Public Speaking, Sales, Sales Operations, Customer Service, Facebook, Social Media, Event Management, Organizational..., Accounting for Small..., Inventory Management, Retail, Time Management, Sales Support, Project Coordination, Series 7, Life Insurance, Annuity Sales, Indexed Annuities, Securities, General Securities..., Asset Management, 403 b, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of South Florida 2010 — 2014
Bachelors Degree, Finance, Entrepreneurship, 3.2 GPA
Allen D. Nease Senior High 2006 — 2010
Citi September 2014 - Present
Tommy Bahama May 2010 - January 2015
AXA Advisors April 2014 - September 2014
College Republican National Committee August 2012 - November 2012
Skills
Leadership, Microsoft Office, Public Speaking, Sales, Sales Operations, Customer Service, Facebook, Social Media, Event Management, Organizational..., Accounting for Small..., Inventory Management, Retail, Time Management, Sales Support, Project Coordination, Series 7, Life Insurance, Annuity Sales, Indexed Annuities, Securities, General Securities..., Asset Management, 403 b, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of South Florida 2010 — 2014
Bachelors Degree, Finance, Entrepreneurship, 3.2 GPA
Allen D. Nease Senior High 2006 — 2010
Craig Archibald's AXA Advisors Experience May 2012 - Present
Job Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Medco October 2011 - June 2012
Montclair Kimberley Academy June 2006 - August 2011
Virginia Asset Management January 2011 - January 2011
Skills
Budgeting, Inventory Management, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Entry, Microsoft Excel, Microsoft Word
Education
University of Richmond 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Finance
AXA Advisors May 2012 - Present
Medco October 2011 - June 2012
Montclair Kimberley Academy June 2006 - August 2011
Virginia Asset Management January 2011 - January 2011
Skills
Budgeting, Inventory Management, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Entry, Microsoft Excel, Microsoft Word
Education
University of Richmond 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Finance
Paul Coulam, IMBA, SPHR's AXA Advisors Experience July 2003 - January 2005
Job Human Resources Professional
Industry Human Resources
Experience
Surf Air September 2012 - Present
Auxillie Consulting, LLC January 2010 - August 2012
Clariant January 2009 - November 2009
Clariant 2006 - 2009
AXA Advisors July 2003 - January 2005
Skills
Human Resources, SPHR, Employee Relations, HR Policies, Employee Benefits, Performance Management, Training, HRIS, Consulting, Organizational..., Total Rewards, Six Sigma, Lean Manufacturing, Lean Management, Succession Planning, Deferred Compensation, Labor Relations, Onboarding, Strategic Consulting, Workforce Planning, Personal Development, Professional Ethics, Confidentiality, Risk Management, Temporary Placement, Management
Education
University of South Carolina - The Moore School of Business 2005 — 2006
International MBA, HR / MIS, 3.9
Wirtschaftsuniversität Wien / WU Wien 2005 — 2006
Master of Business Administration (MBA), International Business, 3.9
Utah State University 1994 — 2000
Bachelor of Arts (B.A.), Spansh & Business, 3.7
Surf Air September 2012 - Present
Auxillie Consulting, LLC January 2010 - August 2012
Clariant January 2009 - November 2009
Clariant 2006 - 2009
AXA Advisors July 2003 - January 2005
Skills
Human Resources, SPHR, Employee Relations, HR Policies, Employee Benefits, Performance Management, Training, HRIS, Consulting, Organizational..., Total Rewards, Six Sigma, Lean Manufacturing, Lean Management, Succession Planning, Deferred Compensation, Labor Relations, Onboarding, Strategic Consulting, Workforce Planning, Personal Development, Professional Ethics, Confidentiality, Risk Management, Temporary Placement, Management
Education
University of South Carolina - The Moore School of Business 2005 — 2006
International MBA, HR / MIS, 3.9
Wirtschaftsuniversität Wien / WU Wien 2005 — 2006
Master of Business Administration (MBA), International Business, 3.9
Utah State University 1994 — 2000
Bachelor of Arts (B.A.), Spansh & Business, 3.7
Benjamin Crump, MBA's AXA Advisors Experience June 2012 - March 2013
Job Senior Financial Analyst at Honeywell
Industry Banking
Experience
Honeywell Sensing and Productivity Solutions April 2015 - Present
Ross Stores, Inc. September 2014 - April 2015
Ross Stores, Inc. April 2013 - September 2014
AXA Advisors June 2012 - March 2013
Bank of America June 2010 - May 2012
Chick-fil-A June 2008 - June 2010
Skills
Financial Modeling, Finance, Financial Analysis, Banking, Cash Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Investments, Customer Service, Corporate Finance, Forecasting, Retail Banking, PowerPoint, Accounting, Supply Chain Analysis, PeopleSoft, Supply Chain, Inventory Management
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Business Administration
University of South Carolina - The Moore School of Business 2009 — 2011
BS, Finance
Honeywell Sensing and Productivity Solutions April 2015 - Present
Ross Stores, Inc. September 2014 - April 2015
Ross Stores, Inc. April 2013 - September 2014
AXA Advisors June 2012 - March 2013
Bank of America June 2010 - May 2012
Chick-fil-A June 2008 - June 2010
Skills
Financial Modeling, Finance, Financial Analysis, Banking, Cash Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Investments, Customer Service, Corporate Finance, Forecasting, Retail Banking, PowerPoint, Accounting, Supply Chain Analysis, PeopleSoft, Supply Chain, Inventory Management
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Business Administration
University of South Carolina - The Moore School of Business 2009 — 2011
BS, Finance
Jordan Kerl's AXA Advisors Experience September 2010 - March 2011
Job FP&A Analyst at Smart Wire Grid, Inc.
Industry Financial Services
Experience
Smart Wire Grid, Inc. May 2012 - September 2014
Global Village Concerns September 2011 - January 2012
Cushman and Wakefield March 2011 - May 2011
AXA Advisors September 2010 - March 2011
Kiewit Construction Co May 2009 - August 2009
Able Building Maintenance May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Financial..., Microsoft Word, Microsoft Office, Investments, Corporate Finance, Financial Statement..., Management, Finance, Financial Modeling, Financial Reporting, Forecasting, Accounting, QuickBooks, Managerial Finance, Business Planning, Analysis
Education
University of San Diego 2007 — 2012
Bachelor of Business Administration, Finance and Business Administration
Smart Wire Grid, Inc. May 2012 - September 2014
Global Village Concerns September 2011 - January 2012
Cushman and Wakefield March 2011 - May 2011
AXA Advisors September 2010 - March 2011
Kiewit Construction Co May 2009 - August 2009
Able Building Maintenance May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Financial..., Microsoft Word, Microsoft Office, Investments, Corporate Finance, Financial Statement..., Management, Finance, Financial Modeling, Financial Reporting, Forecasting, Accounting, QuickBooks, Managerial Finance, Business Planning, Analysis
Education
University of San Diego 2007 — 2012
Bachelor of Business Administration, Finance and Business Administration
Akin Rawlins's AXA Advisors Experience June 2007 - February 2008
Job Finance Manager at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. November 2012 - Present
The Estée Lauder Companies Inc. October 2010 - November 2012
The Estée Lauder Companies Inc. March 2008 - October 2010
AXA Advisors June 2007 - February 2008
Skills
Finance, Analysis, Management, Financial Analysis, Economics, Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, SAP, Budgets, Microsoft Office, Customer Service, PowerPoint, Insurance, Accounting, Corporate Finance, Data Analysis, Banking, Consumer Products, Cross-functional Team..., Risk Management, Hyperion Enterprise, Strategy, Internal Controls, Process Improvement, Strategic Planning, Variance Analysis, Microsoft Word, Sarbanes-Oxley Act, Marketing, Sales
Education
Hofstra University - Frank G. Zarb School of Business 2010 — 2013
MBA - Finance, Management
University of Rochester 2003 — 2007
BA, Economics
The Estée Lauder Companies Inc. November 2012 - Present
The Estée Lauder Companies Inc. October 2010 - November 2012
The Estée Lauder Companies Inc. March 2008 - October 2010
AXA Advisors June 2007 - February 2008
Skills
Finance, Analysis, Management, Financial Analysis, Economics, Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, SAP, Budgets, Microsoft Office, Customer Service, PowerPoint, Insurance, Accounting, Corporate Finance, Data Analysis, Banking, Consumer Products, Cross-functional Team..., Risk Management, Hyperion Enterprise, Strategy, Internal Controls, Process Improvement, Strategic Planning, Variance Analysis, Microsoft Word, Sarbanes-Oxley Act, Marketing, Sales
Education
Hofstra University - Frank G. Zarb School of Business 2010 — 2013
MBA - Finance, Management
University of Rochester 2003 — 2007
BA, Economics
Andrew Iverson's AXA Advisors Experience June 2014 - October 2014
Job Financial Analyst (FP&A) at AECOM
Industry Financial Services
Experience
AECOM September 2015 - Present
TD Ameritrade Institutional October 2014 - September 2015
AXA Advisors June 2014 - October 2014
Amazing Grass July 2012 - August 2013
Peet's Coffee & Tea June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Interpersonal Skill, Strategy, Accounting, Accounts Receivable, Microsoft Office, Financial Modeling, Financial Risk, PowerPoint, Public Speaking, Leadership, Management, Research, Investments, Portfolio Management, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
AECOM September 2015 - Present
TD Ameritrade Institutional October 2014 - September 2015
AXA Advisors June 2014 - October 2014
Amazing Grass July 2012 - August 2013
Peet's Coffee & Tea June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Interpersonal Skill, Strategy, Accounting, Accounts Receivable, Microsoft Office, Financial Modeling, Financial Risk, PowerPoint, Public Speaking, Leadership, Management, Research, Investments, Portfolio Management, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
Ken Ritchie's AXA Advisors Experience May 2013 - May 2014
Job Student at University of Rochester
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
AXA Advisors May 2013 - May 2014
Batavia Muckdogs June 2013 - September 2013
Education
University of Rochester 2011 — 2015
Bachelor's degree, Business and Economics
Chaminade High School 2007 — 2011
High School Diploma
Merrill Lynch June 2014 - August 2014
AXA Advisors May 2013 - May 2014
Batavia Muckdogs June 2013 - September 2013
Education
University of Rochester 2011 — 2015
Bachelor's degree, Business and Economics
Chaminade High School 2007 — 2011
High School Diploma
Tyler Pearson's AXA Advisors Experience January 2011 - March 2014
Job Technology Problem Solver
Industry Financial Services
Experience
University of Central Oklahoma October 2015 - Present
AXA Tech March 2014 - October 2015
AXA Advisors January 2011 - March 2014
AXA Advisors August 2005 - January 2011
University of Oklahoma January 2004 - May 2004
Skills
System Design, Programming, Business Analysis, Process Improvement, System Administration, Systems Analysis, Resourceful..., Linux, Windows, BSD, Python, Shell Scripting, Mac OS, QNX, Bass Guitar, DAW, Computer Music, MIDI, ETL, SQL, ERD, Database Design, Oral & Written..., Vendor Management, Public Speaking
Education
University of Oklahoma 1999 — 2004
Bachelor of Business Administration (BBA), Management Information Systems
University of Central Oklahoma October 2015 - Present
AXA Tech March 2014 - October 2015
AXA Advisors January 2011 - March 2014
AXA Advisors August 2005 - January 2011
University of Oklahoma January 2004 - May 2004
Skills
System Design, Programming, Business Analysis, Process Improvement, System Administration, Systems Analysis, Resourceful..., Linux, Windows, BSD, Python, Shell Scripting, Mac OS, QNX, Bass Guitar, DAW, Computer Music, MIDI, ETL, SQL, ERD, Database Design, Oral & Written..., Vendor Management, Public Speaking
Education
University of Oklahoma 1999 — 2004
Bachelor of Business Administration (BBA), Management Information Systems
Buddy Caine's AXA Advisors Experience August 1967 - November 2010
Job Independent Contractor
Industry Financial Services
Experience
Independent Contractor Financial Consultant
AXA Advisors August 1967 - November 2010
Skills
Social Media, Creative Writing, Public Speaking, Research, Editing, Copy Editing, Microsoft Office
Education
University of South Alabama 1965 — 1967
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Graduated in Charter Class of 1967
Independent Contractor Financial Consultant
AXA Advisors August 1967 - November 2010
Skills
Social Media, Creative Writing, Public Speaking, Research, Editing, Copy Editing, Microsoft Office
Education
University of South Alabama 1965 — 1967
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Graduated in Charter Class of 1967
Alex Caghan's AXA Advisors Experience January 2011 - May 2011
Job Prime Brokerage Product Controller at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Shelley Leo's AXA Advisors Experience October 2014 - Present
Job Marketing Coordinator at AXA Advisors
Industry Marketing and Advertising
Experience
AXA Advisors October 2014 - Present
Central Business Consultants, Inc. April 2014 - October 2014
University of Richmond, Human Resources January 2014 - May 2014
University of Richmond, Museums August 2012 - May 2014
Skills
Local Marketing, Social Media Marketing, Marketing Strategy, Human Resources, Recruiting, Sales, Microsoft Office, LinkedIn Training, Facebook Marketing, Teamwork, Customer Service, Leadership, Time Management, Linkedin Marketing, Organization Skills
Education
University of Richmond - Robins School of Business 2012 — 2014
Bachelor's Degree, Business Administration and Management
AXA Advisors October 2014 - Present
Central Business Consultants, Inc. April 2014 - October 2014
University of Richmond, Human Resources January 2014 - May 2014
University of Richmond, Museums August 2012 - May 2014
Skills
Local Marketing, Social Media Marketing, Marketing Strategy, Human Resources, Recruiting, Sales, Microsoft Office, LinkedIn Training, Facebook Marketing, Teamwork, Customer Service, Leadership, Time Management, Linkedin Marketing, Organization Skills
Education
University of Richmond - Robins School of Business 2012 — 2014
Bachelor's Degree, Business Administration and Management
Joseph Laskey's AXA Advisors Experience March 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Skills
Retirement Planning, Customer Service, Financial Analysis, Public Speaking, Problem Solving
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Finance
AXA Advisors March 2015 - Present
Skills
Retirement Planning, Customer Service, Financial Analysis, Public Speaking, Problem Solving
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO