AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AXA Advisors Salaries. You can even request information on how much does AXA Advisors pay if you want to. Learn about salaries, pros and cons of working for AXA Advisors directly from the past employees.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
Russell Webb Russell Webb's AXA Advisors Experience August 2013 - May 2014
Job MBA Candidate at Hankamer School of Business
Industry Financial Services
Experience
AXA Advisors August 2013 - May 2014
The Joint ...the chiropractic place - Dallas/Fort Worth May 2012 - August 2013
Skills
Financial Analysis, Marketing, Sales Presentations, Microsoft Excel, Sales, Financial Risk, Financial Statements, Strategic Financial...
Education
Baylor University 2014 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
AXA Advisors August 2013 - May 2014
The Joint ...the chiropractic place - Dallas/Fort Worth May 2012 - August 2013
Skills
Financial Analysis, Marketing, Sales Presentations, Microsoft Excel, Sales, Financial Risk, Financial Statements, Strategic Financial...
Education
Baylor University 2014 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Emily Palko Emily Palko's AXA Advisors Experience August 2012 - November 2012
Job Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2013 - Present
First Niagara Bank December 2012 - February 2013
AXA Advisors August 2012 - November 2012
American Income Life May 2011 - August 2011
Rolling Hills Country Club May 2008 - August 2011
Skills
Word, PowerPoint, Excel, Customer Service, Sales, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Leadership, Team Leadership
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelors of Business Administation, Majoring in Finance, Minoring in Accounting, Career Concentration in Personal Financial Planning
Guggenheim Investments March 2013 - Present
First Niagara Bank December 2012 - February 2013
AXA Advisors August 2012 - November 2012
American Income Life May 2011 - August 2011
Rolling Hills Country Club May 2008 - August 2011
Skills
Word, PowerPoint, Excel, Customer Service, Sales, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Leadership, Team Leadership
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelors of Business Administation, Majoring in Finance, Minoring in Accounting, Career Concentration in Personal Financial Planning
Lisa Heath, CFP ® Lisa Heath, CFP ®'s AXA Advisors Experience August 1988 - August 2001
Job Partner at Financial Partners of Louisiana, LLC
Industry Financial Services
Experience
Financial Partners of Louisiana, LLC August 2001 - Present
Self-employed 1993 - Present
AXA Advisors August 1988 - August 2001
Jefferson County Schools 1988 - 1988
Birmingham-Southern College 1983 - 1987
Skills
Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Investments, Retirement
Education
University of Alabama 1987 — 1988
Education
Birmingham-Southern College 1985 — 1987
Bachelor of Arts (B.A.), Education
Louisiana State University and Agricultural and Mechanical College 1977 — 1981
Bachelors of Science, Finance and Economics
Financial Partners of Louisiana, LLC August 2001 - Present
Self-employed 1993 - Present
AXA Advisors August 1988 - August 2001
Jefferson County Schools 1988 - 1988
Birmingham-Southern College 1983 - 1987
Skills
Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Investments, Retirement
Education
University of Alabama 1987 — 1988
Education
Birmingham-Southern College 1985 — 1987
Bachelor of Arts (B.A.), Education
Louisiana State University and Agricultural and Mechanical College 1977 — 1981
Bachelors of Science, Finance and Economics
Jacob Zimmer Jacob Zimmer's AXA Advisors Experience May 2012 - August 2013
Job Associate at H.I.G. Growth Partners
Industry Financial Services
Experience
H.I.G. Capital August 2015 - Present
Bentley University Venture Capital/Private Equity Club September 2014 - May 2015
Knightsbridge Advisers May 2014 - August 2014
AXA Advisors May 2012 - August 2013
Toro Tapas Bar December 2012 - July 2013
Nitro Magic Ice Cream December 2010 - October 2011
Nichols School June 2011 - July 2011
Skills
Finance, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Customer Service, Mutual Funds, PowerPoint, Microsoft Office, Asset Allocation, Stocks, Computers, Bloomberg, Sales, Morningstar, SPSS, Venture Capital, Start-up Ventures, Private Equity, Leadership, Public Speaking, Teamwork, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor's Degree, Finance, Minor in Law, Presidents List & Deans List
University of Virginia 2013 — 2013
Semester at Sea - Study Abroad Program
Nichols School 2004 — 2011
H.I.G. Capital August 2015 - Present
Bentley University Venture Capital/Private Equity Club September 2014 - May 2015
Knightsbridge Advisers May 2014 - August 2014
AXA Advisors May 2012 - August 2013
Toro Tapas Bar December 2012 - July 2013
Nitro Magic Ice Cream December 2010 - October 2011
Nichols School June 2011 - July 2011
Skills
Finance, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Customer Service, Mutual Funds, PowerPoint, Microsoft Office, Asset Allocation, Stocks, Computers, Bloomberg, Sales, Morningstar, SPSS, Venture Capital, Start-up Ventures, Private Equity, Leadership, Public Speaking, Teamwork, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor's Degree, Finance, Minor in Law, Presidents List & Deans List
University of Virginia 2013 — 2013
Semester at Sea - Study Abroad Program
Nichols School 2004 — 2011
Vince Sirianni Vince Sirianni's AXA Advisors Experience May 2013 - August 2013
Job College BBA Senior
Industry Banking
Experience
Jefferies May 2015 - August 2015
Emory University Goizueta Business School August 2014 - December 2014
HCR Market Research July 2014 - August 2014
AXA Advisors May 2013 - August 2013
Whitemarsh Valley Country Club April 2009 - August 2013
Byweekly Mortgage May 2012 - August 2012
Skills
Investments, Finance, Bloomberg Terminal, Public Speaking, Critical Thinking, Social Media, Strategic Financial..., Sales, Golf, Leadership
Education
Emory University 2012 — 2016
BBA, Accounting and Finance
Beijing Normal University 2014 — 2014
Chinese Studies
Nanjing University
Chinese Language
Jefferies May 2015 - August 2015
Emory University Goizueta Business School August 2014 - December 2014
HCR Market Research July 2014 - August 2014
AXA Advisors May 2013 - August 2013
Whitemarsh Valley Country Club April 2009 - August 2013
Byweekly Mortgage May 2012 - August 2012
Skills
Investments, Finance, Bloomberg Terminal, Public Speaking, Critical Thinking, Social Media, Strategic Financial..., Sales, Golf, Leadership
Education
Emory University 2012 — 2016
BBA, Accounting and Finance
Beijing Normal University 2014 — 2014
Chinese Studies
Nanjing University
Chinese Language
Nafi M. Hussein, CFP®, MBA Nafi M. Hussein, CFP®, MBA's AXA Advisors Experience 1985 - 2001
Job CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, Investment Advisor Representative
Industry Financial Services
Experience
MetLife 2002 - Present
AXA Advisors 1985 - 2001
Skills
Investments, Retirement Planning, Life Insurance, Risk Management, Education Funding..., Employee Benefit..., Succession Strategies, Estate Conservation..., Disability Income..., Annuities, Lifetime Income Programs
Education
New York Institute of Technology-Old Westbury
Master of Business Administration (MBA), Finance
College of Financial Planning
CFP® Certification
City University of New York-Baruch College 1978 — 1981
Bachelor of Business Administration (BBA), International Business
MetLife 2002 - Present
AXA Advisors 1985 - 2001
Skills
Investments, Retirement Planning, Life Insurance, Risk Management, Education Funding..., Employee Benefit..., Succession Strategies, Estate Conservation..., Disability Income..., Annuities, Lifetime Income Programs
Education
New York Institute of Technology-Old Westbury
Master of Business Administration (MBA), Finance
College of Financial Planning
CFP® Certification
City University of New York-Baruch College 1978 — 1981
Bachelor of Business Administration (BBA), International Business
Christian Dieterle Christian Dieterle's AXA Advisors Experience May 2008 - October 2011
Job Loan Officer with The Certo Team at Amerifirst Financial, Inc.
Industry Financial Services
Experience
AmeriFirst Financial, Inc. August 2012 - Present
First Choice Loan Services January 2012 - June 2012
Accelerated Financial Group October 2011 - March 2012
AXA Advisors May 2008 - October 2011
IPA 2008 - 2008
db home lending 2006 - 2007
Aegis Funding Corp 2005 - 2006
Hunter Financial 2004 - 2005
Novastar Home Mortgage 2001 - 2004
Alpine Mortgage 2001 - 2002
Skills
Investments, Asset Management, Mortgage Consulting, Credit, Mortgage Lending, Strategic Financial..., Loans, Wealth Management, Retirement, Investment Properties, Asset Managment, Insurance, Business Planning, Retirement Planning, Estate Planning, Financial Services, First Time Home Buyers, Refinance, Financial Planning, Investors
Education
Baylor University 1994 — 1999
BA, Environmental Studies/Earth Sciences
Brophy College Preparatory 1990 — 1994
Diploma, High School
AmeriFirst Financial, Inc. August 2012 - Present
First Choice Loan Services January 2012 - June 2012
Accelerated Financial Group October 2011 - March 2012
AXA Advisors May 2008 - October 2011
IPA 2008 - 2008
db home lending 2006 - 2007
Aegis Funding Corp 2005 - 2006
Hunter Financial 2004 - 2005
Novastar Home Mortgage 2001 - 2004
Alpine Mortgage 2001 - 2002
Skills
Investments, Asset Management, Mortgage Consulting, Credit, Mortgage Lending, Strategic Financial..., Loans, Wealth Management, Retirement, Investment Properties, Asset Managment, Insurance, Business Planning, Retirement Planning, Estate Planning, Financial Services, First Time Home Buyers, Refinance, Financial Planning, Investors
Education
Baylor University 1994 — 1999
BA, Environmental Studies/Earth Sciences
Brophy College Preparatory 1990 — 1994
Diploma, High School
Matt Cruise's AXA Advisors Experience September 2015 - Present
Job Career Colleague at Bentley University
Industry
Experience
AXA Advisors September 2015 - Present
Bentley University September 2015 - Present
Town of Narragansett June 2013 - Present
The Virtus Group June 2011 - August 2012
Town of East Greenwich, Rhode Island June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Web Expression, LPL BranchNet, LPL WealthVision, Morningstar, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management
Education
Bentley University 2013 — 2017
Economics-Finance, Freshman
East Greenwich High Scool 2009 — 2013
AXA Advisors September 2015 - Present
Bentley University September 2015 - Present
Town of Narragansett June 2013 - Present
The Virtus Group June 2011 - August 2012
Town of East Greenwich, Rhode Island June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Web Expression, LPL BranchNet, LPL WealthVision, Morningstar, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management
Education
Bentley University 2013 — 2017
Economics-Finance, Freshman
East Greenwich High Scool 2009 — 2013
Rafiqjon Akilov's AXA Advisors Experience January 2012 - March 2012
Job Benefit Representative
Industry Insurance
Experience
National Income Life Insurance Company May 2015 - Present
Self-Employed June 2009 - August 2013
AXA Advisors January 2012 - March 2012
Aqua Plus Soft Drinks LLC June 2007 - November 2008
Skills
Microsoft Excel, Microsoft Word, Photoshop, Video Editing, Customer Service, Evaluation, Sales Process, Strategic Financial..., Social Networking, Decision Making, Investment Management, Teamwork, Accounting, Time Management, Access
Education
City University of New York-Baruch College 2011 — 2014
Finance and Financial Management Services
Southeast Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
National Income Life Insurance Company May 2015 - Present
Self-Employed June 2009 - August 2013
AXA Advisors January 2012 - March 2012
Aqua Plus Soft Drinks LLC June 2007 - November 2008
Skills
Microsoft Excel, Microsoft Word, Photoshop, Video Editing, Customer Service, Evaluation, Sales Process, Strategic Financial..., Social Networking, Decision Making, Investment Management, Teamwork, Accounting, Time Management, Access
Education
City University of New York-Baruch College 2011 — 2014
Finance and Financial Management Services
Southeast Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Kathryn (Casey) Kopp's AXA Advisors Experience June 2011 - August 2011
Job Commercial Real Estate Analyst at National Cooperative Bank
Industry Banking
Experience
National Cooperative Bank March 2013 - Present
National Cooperative Bank July 2012 - March 2013
AXA Advisors June 2011 - August 2011
AXA Advisors May 2010 - August 2010
Shiseido Americas Corporation June 2009 - August 2009
Candy Bouquet, Inc. February 2008 - August 2009
Skills
Finance, Financial Analysis, Due Diligence, Portfolio Management, Loans, Analysis, Capital Markets
Education
Bentley University 2008 — 2012
BS, Economics-Finance
Vesalius College 2011 — 2011
Education Abroad Program, Internationally Focused Classes
Voorhees High School 2004 — 2008
National Cooperative Bank March 2013 - Present
National Cooperative Bank July 2012 - March 2013
AXA Advisors June 2011 - August 2011
AXA Advisors May 2010 - August 2010
Shiseido Americas Corporation June 2009 - August 2009
Candy Bouquet, Inc. February 2008 - August 2009
Skills
Finance, Financial Analysis, Due Diligence, Portfolio Management, Loans, Analysis, Capital Markets
Education
Bentley University 2008 — 2012
BS, Economics-Finance
Vesalius College 2011 — 2011
Education Abroad Program, Internationally Focused Classes
Voorhees High School 2004 — 2008
Nicholas Manoles's AXA Advisors Experience June 2015 - August 2015
Job Economics and Finance Student at Bethel University
Industry
Experience
AXA Advisors June 2015 - August 2015
Golfsmith International May 2013 - March 2015
J.Crew October 2012 - February 2013
Skills
Microsoft Excel, MS Excel Pivot Tables, Tableau, Microsoft Word, Microsoft Office, Customer Service, Time Management, Golf, PowerPoint
Education
Bethel University 2012 — 2016
Bachelor’s Degree, Economics and Finance
Minnehaha Academy 2010 — 2012
High School
AXA Advisors June 2015 - August 2015
Golfsmith International May 2013 - March 2015
J.Crew October 2012 - February 2013
Skills
Microsoft Excel, MS Excel Pivot Tables, Tableau, Microsoft Word, Microsoft Office, Customer Service, Time Management, Golf, PowerPoint
Education
Bethel University 2012 — 2016
Bachelor’s Degree, Economics and Finance
Minnehaha Academy 2010 — 2012
High School
Michael Yoon Michael Yoon's AXA Advisors Experience June 2014 - July 2014
Job Finance Advisor Intern at AXA Advisors
Industry Financial Services
Experience
USC Undergraduate Student Government Leadership/Discretionary Fund January 2014 - May 2015
USC Korean Business Student Organization September 2013 - May 2015
University of Southern California August 2013 - May 2015
The Chill Group, Inc. June 2014 - August 2014
AXA Advisors June 2014 - July 2014
University of Southern California Undergraduate Student Government January 2014 - May 2014
Abercrombie & Fitch May 2011 - August 2013
Bellevue College July 2012 - June 2013
Fashion Club October 2011 - June 2012
Bellevue College Academic Success Center October 2011 - June 2012
Skills
Teamwork, Leadership, Social Media, Public Speaking, Microsoft Office, Customer Service, Community Outreach, Finance, Personal Finance
Education
University of Southern California 2013 — 2015
International Business, Bachelor of Business Administration (B.B.A.)
Bellevue College 2011 — 2013
Business Administration and Management, General, Associate's degree
chinook middle school
USC Undergraduate Student Government Leadership/Discretionary Fund January 2014 - May 2015
USC Korean Business Student Organization September 2013 - May 2015
University of Southern California August 2013 - May 2015
The Chill Group, Inc. June 2014 - August 2014
AXA Advisors June 2014 - July 2014
University of Southern California Undergraduate Student Government January 2014 - May 2014
Abercrombie & Fitch May 2011 - August 2013
Bellevue College July 2012 - June 2013
Fashion Club October 2011 - June 2012
Bellevue College Academic Success Center October 2011 - June 2012
Skills
Teamwork, Leadership, Social Media, Public Speaking, Microsoft Office, Customer Service, Community Outreach, Finance, Personal Finance
Education
University of Southern California 2013 — 2015
International Business, Bachelor of Business Administration (B.B.A.)
Bellevue College 2011 — 2013
Business Administration and Management, General, Associate's degree
chinook middle school
Natasha Eppright's AXA Advisors Experience December 2013 - January 2014
Job Medical Phlebotomy Technician
Industry Hospital & Health Care
Experience
Swedish Medical Center May 2014 - August 2014
VODKEY, Inc. March 2014 - May 2014
AXA Advisors December 2013 - January 2014
VA Puget Sound Health Care Systems July 2013 - August 2013
PIMA Management August 2012 - January 2013
Appraisal Services November 2012 - 2013
C.W. Grove Truck & Trailer Repair June 2009 - September 2011
Mobile Truck Mechanics, INC. September 2010 - December 2010
Kenworth NW November 2008 - June 2009
Skills
Customer Service, Transportation, Logistics, Negotiation, Sales, Freight, Budgets, Sales Management, New Business Development, Operations Management, Marketing, Microsoft Office, Marketing Strategy, Shipping, Account Management, Team Building, Inventory Management, Transportation..., Contract Negotiation, Microsoft Excel, Film, Teaching Acting, Acting, Creative Direction, Entrepreneurship, Energy, Entertainment, Real Estate, Phlebotomy, Nutrition, Electronics, Gardening, Auto, Social Networking, Cold Calling, Public Relations, Leadership, Project Management, Training, Customer Satisfaction, Process Scheduler, Advertising, Small Business, Event Planning, Management, Retail, Time Management, Recruiting, Social Media, Selling
Education
Excel Health CNA 2014 — 2014
Certified nursing assistant, Nursing Education
Bellevue College 2011 — 2014
Mass Communication/Media Studies
Pima Medical Institute-Renton 2013 — 2013
Phlebotomy, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Tacoma Community College
Commincations, Business
Swedish Medical Center May 2014 - August 2014
VODKEY, Inc. March 2014 - May 2014
AXA Advisors December 2013 - January 2014
VA Puget Sound Health Care Systems July 2013 - August 2013
PIMA Management August 2012 - January 2013
Appraisal Services November 2012 - 2013
C.W. Grove Truck & Trailer Repair June 2009 - September 2011
Mobile Truck Mechanics, INC. September 2010 - December 2010
Kenworth NW November 2008 - June 2009
Skills
Customer Service, Transportation, Logistics, Negotiation, Sales, Freight, Budgets, Sales Management, New Business Development, Operations Management, Marketing, Microsoft Office, Marketing Strategy, Shipping, Account Management, Team Building, Inventory Management, Transportation..., Contract Negotiation, Microsoft Excel, Film, Teaching Acting, Acting, Creative Direction, Entrepreneurship, Energy, Entertainment, Real Estate, Phlebotomy, Nutrition, Electronics, Gardening, Auto, Social Networking, Cold Calling, Public Relations, Leadership, Project Management, Training, Customer Satisfaction, Process Scheduler, Advertising, Small Business, Event Planning, Management, Retail, Time Management, Recruiting, Social Media, Selling
Education
Excel Health CNA 2014 — 2014
Certified nursing assistant, Nursing Education
Bellevue College 2011 — 2014
Mass Communication/Media Studies
Pima Medical Institute-Renton 2013 — 2013
Phlebotomy, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Tacoma Community College
Commincations, Business
Carlos Alfonso Sprick Lara Carlos Alfonso Sprick Lara's AXA Advisors Experience June 2013 - August 2013
Job Compliance Analyst at State Street
Industry Investment Management
Experience
State Street May 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Activalores Sociedad de Corretaje de Valores, S.A. May 2012 - July 2012
Robin Hood Camp July 2008 - August 2008
Skills
Financial Analysis, Equities, Valuation, Capital Markets, PowerPoint, Microsoft Word, Excel, Factset, Capital IQ, Bloomberg, Tennis, Debate, Public Speaking, Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science, Economics-Finance and International Relations
Nanyang Technological University 2013 — 2013
Economics
State Street May 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Activalores Sociedad de Corretaje de Valores, S.A. May 2012 - July 2012
Robin Hood Camp July 2008 - August 2008
Skills
Financial Analysis, Equities, Valuation, Capital Markets, PowerPoint, Microsoft Word, Excel, Factset, Capital IQ, Bloomberg, Tennis, Debate, Public Speaking, Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science, Economics-Finance and International Relations
Nanyang Technological University 2013 — 2013
Economics
Devin A. Hill's AXA Advisors Experience December 2010 - August 2011
Job Executive Assistant at NBCUniversal, Inc.
Industry Motion Pictures and Film
Experience
NBCUniversal, Inc. April 2013 - Present
Magnolia Pictures March 2011 - August 2011
AXA Advisors December 2010 - August 2011
South Asian International Film Festival August 2010 - November 2010
New York International Latino Film Festival 2010 - 2010
Skills
Mandarin, Coordinate Events, Microsoft Excel, Microsoft Word, PowerPoint, Income Statement, Cash Flow Statements, Balance Sheet, Facebook, Nonprofits, Social Media, Social Networking, Marketing, Digital Media, Public Speaking, Event Planning, Microsoft Office, Editing, Event Management
Education
Bucknell University 2006 — 2010
BA, Economics, East Asian Studies
National Taiwan University - ICLP Program 2011 — 2012
Mandarin Language
Beijing Foreign Studies University 2009 — 2010
Northfield Mount Hermon 2002 — 2006
NBCUniversal, Inc. April 2013 - Present
Magnolia Pictures March 2011 - August 2011
AXA Advisors December 2010 - August 2011
South Asian International Film Festival August 2010 - November 2010
New York International Latino Film Festival 2010 - 2010
Skills
Mandarin, Coordinate Events, Microsoft Excel, Microsoft Word, PowerPoint, Income Statement, Cash Flow Statements, Balance Sheet, Facebook, Nonprofits, Social Media, Social Networking, Marketing, Digital Media, Public Speaking, Event Planning, Microsoft Office, Editing, Event Management
Education
Bucknell University 2006 — 2010
BA, Economics, East Asian Studies
National Taiwan University - ICLP Program 2011 — 2012
Mandarin Language
Beijing Foreign Studies University 2009 — 2010
Northfield Mount Hermon 2002 — 2006
Mary Clapp's AXA Advisors Experience 2008 - 2010
Job at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial September 2010 - Present
AXA Advisors 2008 - 2010
US Bancorp Investments and Insurance, Inc April 2004 - August 2007
Ohio National Financial Services 2002 - 2004
Ohio National Financial Services 2001 - 2002
Education
Mary Baldwin College 1997 — 2001
B.A., Business and Marketing
Belmont University
Center for Executive Education, Certificate in Financial Planning
Belmont University
Certificate in Financial Planning
TrustCore Financial September 2010 - Present
AXA Advisors 2008 - 2010
US Bancorp Investments and Insurance, Inc April 2004 - August 2007
Ohio National Financial Services 2002 - 2004
Ohio National Financial Services 2001 - 2002
Education
Mary Baldwin College 1997 — 2001
B.A., Business and Marketing
Belmont University
Center for Executive Education, Certificate in Financial Planning
Belmont University
Certificate in Financial Planning
Richard A Jorge Richard A Jorge's AXA Advisors Experience 1999 - January 2001
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2004 - Present
MetLife January 2001 - June 2004
AXA Advisors 1999 - January 2001
TIAA-CREF January 1994 - April 1999
Skills
Retirement Planning, Investments, Mutual Funds, Estate Planning, Life Insurance, IRAs, Retirement, Asset Allocation, Fixed Income, Pensions, Retirement Planning for..., Annuity Sales, Wealth Preservation..., Grandchild Gifting, Education Fund..., Supplements to Employee..., Whole Life Insurance, Term Life Insurance, Licensed in Long-Term..., Public Speaking, Lifetime Income..., Life Insurance..., Business Insurance..., Asset Protection, LGBT Planning, 401(k) Rollovers, Small Business, Buy-sell Agreements, College Savings Plans, Strategic Planning, Education Funding..., Insurance
Education
Baruch College 1994 — 1998
Bachelor, Finance
La Guardia Community College
Associate's degree, Accounting and Finance
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Eagle Strategies, LLC June 2004 - Present
MetLife January 2001 - June 2004
AXA Advisors 1999 - January 2001
TIAA-CREF January 1994 - April 1999
Skills
Retirement Planning, Investments, Mutual Funds, Estate Planning, Life Insurance, IRAs, Retirement, Asset Allocation, Fixed Income, Pensions, Retirement Planning for..., Annuity Sales, Wealth Preservation..., Grandchild Gifting, Education Fund..., Supplements to Employee..., Whole Life Insurance, Term Life Insurance, Licensed in Long-Term..., Public Speaking, Lifetime Income..., Life Insurance..., Business Insurance..., Asset Protection, LGBT Planning, 401(k) Rollovers, Small Business, Buy-sell Agreements, College Savings Plans, Strategic Planning, Education Funding..., Insurance
Education
Baruch College 1994 — 1998
Bachelor, Finance
La Guardia Community College
Associate's degree, Accounting and Finance
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Bill Cratty CFP®,CPA's AXA Advisors Experience December 2010 - June 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
AXA Advisors December 2010 - June 2014
Park Avenue Securities April 2006 - December 2010
MetLife November 1999 - April 2006
State Street June 1990 - November 1999
Mullen & Company, CPA's 1988 - 1990
East Weymouth Savings 1985 - 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Masters, Finance
Bentley University 1983 — 1987
BS, Accountancy
Weymouth South 1980 — 1983
Ameriprise Financial Services, Inc. June 2014 - Present
AXA Advisors December 2010 - June 2014
Park Avenue Securities April 2006 - December 2010
MetLife November 1999 - April 2006
State Street June 1990 - November 1999
Mullen & Company, CPA's 1988 - 1990
East Weymouth Savings 1985 - 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Masters, Finance
Bentley University 1983 — 1987
BS, Accountancy
Weymouth South 1980 — 1983
Elijah Morrissey Elijah Morrissey's AXA Advisors Experience May 2013 - May 2014
Job Internal Audit Analyst at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group July 2015 - Present
Pine River Capital Management September 2014 - June 2015
ATK Armaments Division May 2014 - September 2014
AXA Advisors May 2013 - May 2014
Bethel University August 2010 - May 2014
The Navigators June 2012 - August 2012
Amway November 2010 - July 2012
Walmart June 2011 - August 2011
Pizza Ranch May 2008 - August 2010
Skills
Customer Service, Teamwork, Customer Relations, PowerPoint, Excel, Microsoft Word, Sales, Microsoft Office, Leadership, Social Media, Event Planning, Public Speaking, Time Management, Financial Analysis, Financial Modeling, Managerial Finance, Microsoft Excel
Education
Bethel University 2010 — 2014
Business, Finance, Completed
UnitedHealth Group July 2015 - Present
Pine River Capital Management September 2014 - June 2015
ATK Armaments Division May 2014 - September 2014
AXA Advisors May 2013 - May 2014
Bethel University August 2010 - May 2014
The Navigators June 2012 - August 2012
Amway November 2010 - July 2012
Walmart June 2011 - August 2011
Pizza Ranch May 2008 - August 2010
Skills
Customer Service, Teamwork, Customer Relations, PowerPoint, Excel, Microsoft Word, Sales, Microsoft Office, Leadership, Social Media, Event Planning, Public Speaking, Time Management, Financial Analysis, Financial Modeling, Managerial Finance, Microsoft Excel
Education
Bethel University 2010 — 2014
Business, Finance, Completed
Luke Korkowski Luke Korkowski's AXA Advisors Experience 2001 - 2002
Job RealtorAssociate® at Elite Pacific Properties
Industry Real Estate
Experience
Elite Pacific Properties December 2014 - Present
Locations LLC July 2014 - December 2014
Abbracci Essentials LLC September 2013 - April 2014
Evolvitas Law LLC August 2006 - April 2014
Exemplar Law Partners, LLC March 2010 - July 2010
Montana Supreme Court 2005 - 2006
District of Columbia Law Students in Court 2004 - 2005
United States Attorney's Office 2004 - 2004
AXA Advisors 2001 - 2002
Skills
Business Partnership..., Contract Review, Contract Negotiation, LLC Operating Agreements, Advisory Counsel, Real Property, Colorado LLC, Legal Writing, Courts, Commercial Litigation, Leadership, Public Policy, Public Speaking, Strategy, Policy, Legal Issues, Nonprofits, Estate Planning, Start-ups, Mergers & Acquisitions, Legal Assistance, Government
Education
The George Washington University Law School 2002 — 2005
JD, Law
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business
Baylor University 1993 — 1997
BA, Religion
Elite Pacific Properties December 2014 - Present
Locations LLC July 2014 - December 2014
Abbracci Essentials LLC September 2013 - April 2014
Evolvitas Law LLC August 2006 - April 2014
Exemplar Law Partners, LLC March 2010 - July 2010
Montana Supreme Court 2005 - 2006
District of Columbia Law Students in Court 2004 - 2005
United States Attorney's Office 2004 - 2004
AXA Advisors 2001 - 2002
Skills
Business Partnership..., Contract Review, Contract Negotiation, LLC Operating Agreements, Advisory Counsel, Real Property, Colorado LLC, Legal Writing, Courts, Commercial Litigation, Leadership, Public Policy, Public Speaking, Strategy, Policy, Legal Issues, Nonprofits, Estate Planning, Start-ups, Mergers & Acquisitions, Legal Assistance, Government
Education
The George Washington University Law School 2002 — 2005
JD, Law
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business
Baylor University 1993 — 1997
BA, Religion
Joseph Di Biasi's AXA Advisors Experience February 2000 - Present
Job Regional Vice President at AXA US
Industry Financial Services
Experience
AXA US November 2013 - Present
AXA Advisors February 2000 - Present
AXA Advisors February 2001 - November 2013
AXA Advisors January 2008 - April 2012
Skills
Investments, Insurance, Mutual Funds, Financial Planning, Financial Services, Leadership, Wealth Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Retirement Planning, Financial Planning and Services
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Bates College 1983 — 1987
Bachelor's degree, Political Science and Government
AXA US November 2013 - Present
AXA Advisors February 2000 - Present
AXA Advisors February 2001 - November 2013
AXA Advisors January 2008 - April 2012
Skills
Investments, Insurance, Mutual Funds, Financial Planning, Financial Services, Leadership, Wealth Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Retirement Planning, Financial Planning and Services
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Bates College 1983 — 1987
Bachelor's degree, Political Science and Government
Dan Petersen, CRPC® Dan Petersen, CRPC®'s AXA Advisors Experience March 2004 - June 2005
Job Regional Portfolio Specialist
Industry Financial Services
Experience
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
Stefanny Penalo's AXA Advisors Experience March 2009 - June 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase January 2011 - September 2012
JPMorgan Chase June 2010 - September 2010
AXA Advisors March 2009 - June 2009
Skills
Financial Reporting, Microsoft Office, Teamwork, Project Management, Research, Financial Analysis, Money Market, Process Improvement, Analysis, Business Development, Marketing, Leadership Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase January 2011 - September 2012
JPMorgan Chase June 2010 - September 2010
AXA Advisors March 2009 - June 2009
Skills
Financial Reporting, Microsoft Office, Teamwork, Project Management, Research, Financial Analysis, Money Market, Process Improvement, Analysis, Business Development, Marketing, Leadership Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
Daniel Odze Daniel Odze's AXA Advisors Experience May 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2013
BNY Mellon January 2010 - May 2010
Skills
Financial Services, Investments, Financial Advisory, Strategic Financial..., Auditing, Portfolio Management, Mutual Funds, Banking, Microsoft Excel, Training, Management, PowerPoint, Financial Planning, Finance, Microsoft Office, Equities
Education
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (BS), Finance, Marketing
Northeastern University 2008 — 2010
AXA Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2013
BNY Mellon January 2010 - May 2010
Skills
Financial Services, Investments, Financial Advisory, Strategic Financial..., Auditing, Portfolio Management, Mutual Funds, Banking, Microsoft Excel, Training, Management, PowerPoint, Financial Planning, Finance, Microsoft Office, Equities
Education
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (BS), Finance, Marketing
Northeastern University 2008 — 2010
Thomas Fotorny Thomas Fotorny's AXA Advisors Experience March 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
Handicapped Children's Association November 2006 - June 2010
Education
Binghamton University 2002 — 2005
Bachelor's Degree in Human Development
SUNY Brockport 2001 — 2002
Psychology
AXA Advisors March 2012 - Present
Handicapped Children's Association November 2006 - June 2010
Education
Binghamton University 2002 — 2005
Bachelor's Degree in Human Development
SUNY Brockport 2001 — 2002
Psychology
Hiro Mikami Hiro Mikami's AXA Advisors Experience 2011 - Present
Job Providing professional education and strategies for people to achieve their financial goals.
Industry Financial Services
Experience
AXA Advisors 2011 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Wealth Accumulation, 401k, Strategic Financial..., Series 63, Estate Planning, Investment Strategies, Financial Advisory, Investments, Pensions, Asset Allocation, Series 65
Education
Bellevue Community College
Sammamish high school
University of Washington
Bachelor's degree, Economics
AXA Advisors 2011 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Wealth Accumulation, 401k, Strategic Financial..., Series 63, Estate Planning, Investment Strategies, Financial Advisory, Investments, Pensions, Asset Allocation, Series 65
Education
Bellevue Community College
Sammamish high school
University of Washington
Bachelor's degree, Economics
Vladimir Denisov's AXA Advisors Experience July 2012 - September 2012
Job Founder & President at ShippersHQ
Industry Financial Services
Experience
ShippersHQ April 2015 - Present
Thinking Tree Learning Center September 2012 - June 2015
BlackRock February 2013 - April 2015
Baruch Investment Management Group January 2012 - January 2013
AXA Advisors July 2012 - September 2012
VG Industrial Inc. March 2011 - July 2012
VG Industrial Inc. May 2010 - March 2011
VG Industrial Inc. February 2009 - May 2010
VG Industrial Inc. January 2008 - February 2009
Skills
C++, SAS, Calculus, Mathematics, Xcode, Statistics, Probability, Time Series Analysis, Time Management, Regression Models, Financial Mathematics, Interest Theory, Quantitative Finance, Finance, VBA, Bloomberg, Portfolio Management, Analysis
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Georgia Institute of Technology 2015 — 2016
Master's degree, Computer Science
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Statistics, Senior
ShippersHQ April 2015 - Present
Thinking Tree Learning Center September 2012 - June 2015
BlackRock February 2013 - April 2015
Baruch Investment Management Group January 2012 - January 2013
AXA Advisors July 2012 - September 2012
VG Industrial Inc. March 2011 - July 2012
VG Industrial Inc. May 2010 - March 2011
VG Industrial Inc. February 2009 - May 2010
VG Industrial Inc. January 2008 - February 2009
Skills
C++, SAS, Calculus, Mathematics, Xcode, Statistics, Probability, Time Series Analysis, Time Management, Regression Models, Financial Mathematics, Interest Theory, Quantitative Finance, Finance, VBA, Bloomberg, Portfolio Management, Analysis
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Georgia Institute of Technology 2015 — 2016
Master's degree, Computer Science
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Statistics, Senior
Jeffrey G. West CFP®, AIF®'s AXA Advisors Experience 2011 - Present
Job Helping Others Build a Better Financial Future
Industry Financial Services
Experience
Financial Compass Group, LLC January 2004 - Present
AXA Advisors 2011 - Present
Cohen West & Associates 1997 - 2003
Cohen & Associates 1984 - 1997
Edward R. Marden Corp/Olde Forge Realty 1980 - 1984
Touche Ross/Ziner & Co 1977 - 1980
Skills
Investment Strategies, Insurance Planning, Retirement Plans, Retirement Income..., Strategic Financial..., Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, IRAs, Fixed Annuities, Series 7, Financial Advisory, Series 63, Investments, High Net Worth..., Series 6, Alternative Investments, Pensions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1980 — 1982
MBA, Finance
Boston University - School of Management
BSBA, Accounting
Financial Compass Group, LLC January 2004 - Present
AXA Advisors 2011 - Present
Cohen West & Associates 1997 - 2003
Cohen & Associates 1984 - 1997
Edward R. Marden Corp/Olde Forge Realty 1980 - 1984
Touche Ross/Ziner & Co 1977 - 1980
Skills
Investment Strategies, Insurance Planning, Retirement Plans, Retirement Income..., Strategic Financial..., Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, IRAs, Fixed Annuities, Series 7, Financial Advisory, Series 63, Investments, High Net Worth..., Series 6, Alternative Investments, Pensions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1980 — 1982
MBA, Finance
Boston University - School of Management
BSBA, Accounting
Jessica Klucka's AXA Advisors Experience 2012 - Present
Job Marketing Associate at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors 2012 - Present
S.E.E.D. Financial Strategies September 2010 - August 2012
Mazda Raceway Laguna Seca June 2009 - August 2009
Binghamton University 2009 - 2009
Skills
Event Planning, Outlook, PowerPoint, Word, Excel, Sales Development, Marketing Strategy, Event Management, Client Development
Education
Binghamton University - School of Management 2005 — 2009
Managment with concentration in Marketing, Business Marketing
AXA Advisors 2012 - Present
S.E.E.D. Financial Strategies September 2010 - August 2012
Mazda Raceway Laguna Seca June 2009 - August 2009
Binghamton University 2009 - 2009
Skills
Event Planning, Outlook, PowerPoint, Word, Excel, Sales Development, Marketing Strategy, Event Management, Client Development
Education
Binghamton University - School of Management 2005 — 2009
Managment with concentration in Marketing, Business Marketing
Whitney Sisk Whitney Sisk's AXA Advisors Experience 2009 - 2010
Job Full Time Mom
Industry Hospitality
Experience
Sisk House August 2013 - Present
National Financial Partners January 2012 - September 2013
Ash Brokerage January 2011 - November 2011
National Financial Partners March 2010 - January 2011
AXA Advisors 2009 - 2010
Skills
Case Management, Event Planning, Microsoft Office, Social Media, Customer Relations, Editing, Financial Planning, Insurance, Outlook, PowerPoint, Photography, Life Insurance, Series 63, Series 6, Customer Service, Case Managment, Financial Planners, Term Life Insurance, Wealth
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Marketing
Sisk House August 2013 - Present
National Financial Partners January 2012 - September 2013
Ash Brokerage January 2011 - November 2011
National Financial Partners March 2010 - January 2011
AXA Advisors 2009 - 2010
Skills
Case Management, Event Planning, Microsoft Office, Social Media, Customer Relations, Editing, Financial Planning, Insurance, Outlook, PowerPoint, Photography, Life Insurance, Series 63, Series 6, Customer Service, Case Managment, Financial Planners, Term Life Insurance, Wealth
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Marketing
Creighton Dent Jenkins Creighton Dent Jenkins's AXA Advisors Experience 2002 - 2004
Job Chief Creator
Industry Entertainment
Experience
Big Blue Rocking Chair Productions June 2011 - Present
EurasianLIVING, LLC 2009 - June 2011
Bank of America August 2005 - January 2007
Banc of America Investments November 2004 - August 2005
AXA Advisors 2002 - 2004
9th Inning Pictures 1998 - 2002
Skills
Strategic Planning, Start-ups, Marketing, Product Development, Market Research, New Business Development, Management, Brand Management, Business Development, Blogging, Editing, Public Speaking, Team Building, Strategy
Education
Baylor University 1979 — 1985
BA, English Literature
Big Blue Rocking Chair Productions June 2011 - Present
EurasianLIVING, LLC 2009 - June 2011
Bank of America August 2005 - January 2007
Banc of America Investments November 2004 - August 2005
AXA Advisors 2002 - 2004
9th Inning Pictures 1998 - 2002
Skills
Strategic Planning, Start-ups, Marketing, Product Development, Market Research, New Business Development, Management, Brand Management, Business Development, Blogging, Editing, Public Speaking, Team Building, Strategy
Education
Baylor University 1979 — 1985
BA, English Literature
Eileen Lam Eileen Lam's AXA Advisors Experience December 2007 - October 2010
Job Operations Associate at Vericant
Industry
Experience
Vericant July 2015 - Present
Purposeful Work Initiative October 2014 - May 2015
Columbia University Summer Research Program June 2014 - August 2014
Gigino's at Wagner Park April 2014 - August 2014
Gigino’s at Wagner Park June 2013 - September 2013
Gigino’s at Wagner Park June 2013 - September 2013
American Apparel November 2010 - September 2012
AXA Advisors December 2007 - October 2010
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Double Major in Politics and Chinese
Fudan University 2013 — 2013
Stuyvesant High School 2007 — 2011
Regents Diploma with Advanced Designation
Vericant July 2015 - Present
Purposeful Work Initiative October 2014 - May 2015
Columbia University Summer Research Program June 2014 - August 2014
Gigino's at Wagner Park April 2014 - August 2014
Gigino’s at Wagner Park June 2013 - September 2013
Gigino’s at Wagner Park June 2013 - September 2013
American Apparel November 2010 - September 2012
AXA Advisors December 2007 - October 2010
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Double Major in Politics and Chinese
Fudan University 2013 — 2013
Stuyvesant High School 2007 — 2011
Regents Diploma with Advanced Designation
Leanne Pinard Leanne Pinard's AXA Advisors Experience May 2012 - January 2013
Job Associate Director of Annual Giving at Touro Law Center
Industry Fund-Raising
Experience
Touro Law Center September 2015 - Present
Seton Hall University January 2014 - September 2015
Have a Heart Children's Cancer Society May 2013 - December 2013
Binghamton University January 2013 - December 2013
AXA Advisors May 2012 - January 2013
Vehicle Manufacturers Inc. September 2010 - January 2013
Broome County Public Defender's Officer September 2012 - December 2012
NYPT Vitaris Rehabilitation August 2010 - January 2011
Skills
Higher Education, Annual Giving, Fundraising, Customer Service, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Entry, Outlook, Facebook, Social Networking, Leadership, Microsoft Office, Access, Research, Teamwork, Invoicing, Blogging, Team Building, Event Management, QuickBooks, Customer Satisfaction, Social Media Marketing, Telephone Skills, Telefundraising, Time Management, Nonprofits, Student Development, Sales, OS X, Community Outreach, Volunteer Management, Critical Thinking, Data Analysis, Community Development
Education
Seton Hall University 2014 — 2015
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
State University of New York at Binghamton 2011 — 2013
Bachelor of Arts (B.A.), Economics
Touro Law Center September 2015 - Present
Seton Hall University January 2014 - September 2015
Have a Heart Children's Cancer Society May 2013 - December 2013
Binghamton University January 2013 - December 2013
AXA Advisors May 2012 - January 2013
Vehicle Manufacturers Inc. September 2010 - January 2013
Broome County Public Defender's Officer September 2012 - December 2012
NYPT Vitaris Rehabilitation August 2010 - January 2011
Skills
Higher Education, Annual Giving, Fundraising, Customer Service, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Data Entry, Outlook, Facebook, Social Networking, Leadership, Microsoft Office, Access, Research, Teamwork, Invoicing, Blogging, Team Building, Event Management, QuickBooks, Customer Satisfaction, Social Media Marketing, Telephone Skills, Telefundraising, Time Management, Nonprofits, Student Development, Sales, OS X, Community Outreach, Volunteer Management, Critical Thinking, Data Analysis, Community Development
Education
Seton Hall University 2014 — 2015
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
State University of New York at Binghamton 2011 — 2013
Bachelor of Arts (B.A.), Economics
Danial Roman's AXA Advisors Experience May 2012 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Super Value Beverage 2010 - 2011
Speidel Landscaping 2009 - 2010
Anne's Choice Retirement Community 2005 - 2009
Skills
Certified in Lean..., Licensed in Life/..., Hold Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelors, Business Management
AXA Advisors May 2012 - Present
Super Value Beverage 2010 - 2011
Speidel Landscaping 2009 - 2010
Anne's Choice Retirement Community 2005 - 2009
Skills
Certified in Lean..., Licensed in Life/..., Hold Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelors, Business Management
Rachel Rhoads's AXA Advisors Experience May 2011 - May 2012
Job Office Coordinator
Industry Marketing and Advertising
Experience
HomeVestors: RHO Enterprises, LLC June 2012 - Present
Emiliano's Mexican Restaurant June 2013 - Present
Data Recognition Corporation February 2012 - May 2012
AXA Advisors May 2011 - May 2012
Server September 2003 - May 2012
Skills
Social Media, Sales, Customer Service, Marketing, Social Media Marketing, Public Relations, Property Management, Online Advertising, Leases, Lead Generation, Organization, Marketing Communications, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Business Administration, Marketing
HomeVestors: RHO Enterprises, LLC June 2012 - Present
Emiliano's Mexican Restaurant June 2013 - Present
Data Recognition Corporation February 2012 - May 2012
AXA Advisors May 2011 - May 2012
Server September 2003 - May 2012
Skills
Social Media, Sales, Customer Service, Marketing, Social Media Marketing, Public Relations, Property Management, Online Advertising, Leases, Lead Generation, Organization, Marketing Communications, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Business Administration, Marketing
Jeffrey D. Moore, MBA, ChFC®, CLU®'s AXA Advisors Experience June 2000 - Present
Job Regional Executive Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2000 - Present
AXA Advisors February 1996 - May 2000
AXA Advisors August 1993 - January 1996
Education
Baylor University
Master of Business Administration (MBA)
Baylor University
Bachelor of Business Administration (BBA)
Navarro College
Associates Degree
AXA Advisors June 2000 - Present
AXA Advisors February 1996 - May 2000
AXA Advisors August 1993 - January 1996
Education
Baylor University
Master of Business Administration (MBA)
Baylor University
Bachelor of Business Administration (BBA)
Navarro College
Associates Degree
Leonard Hill Leonard Hill's AXA Advisors Experience September 2010 - January 2012
Job
Industry Insurance
Experience
Women In Need, Inc. (Win) July 2014 - Present
Berkeley College 2015 - 2015
Combined Insurance March 2013 - September 2013
Prudential Financial October 1998 - July 2012
AXA Advisors September 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales, Insurance, Process Improvement
Education
Berkeley College
Bachelor's Degree, Finance, General
Berkeley College
Women In Need, Inc. (Win) July 2014 - Present
Berkeley College 2015 - 2015
Combined Insurance March 2013 - September 2013
Prudential Financial October 1998 - July 2012
AXA Advisors September 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales, Insurance, Process Improvement
Education
Berkeley College
Bachelor's Degree, Finance, General
Berkeley College
Perrin Langlois Perrin Langlois's AXA Advisors Experience June 2009 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Skills
Building a financial..., Business strategies, Business succession..., Client Education, Customer Service, Employee Benefits, Estate Planning..., Executive Benefits..., Insurance Services, IRA Distribution..., Investment Services
Education
Baylor University 2002 — 2005
Bachelor of Business Administration (BBA), Business Management
AXA Advisors June 2009 - Present
Skills
Building a financial..., Business strategies, Business succession..., Client Education, Customer Service, Employee Benefits, Estate Planning..., Executive Benefits..., Insurance Services, IRA Distribution..., Investment Services
Education
Baylor University 2002 — 2005
Bachelor of Business Administration (BBA), Business Management
Carl McGee Carl McGee's AXA Advisors Experience October 2013 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Dove Data Products August 2014 - September 2014
AXA Advisors October 2013 - August 2014
Academy sports and outdoors April 2011 - May 2013
perfection pools July 2007 - July 2008
Education
University of Houston 2010 — 2013
BBA in Business Management and BBA in Business Marketing
Blinn College 2008 — 2010
The Woodlands High School
Dove Data Products August 2014 - September 2014
AXA Advisors October 2013 - August 2014
Academy sports and outdoors April 2011 - May 2013
perfection pools July 2007 - July 2008
Education
University of Houston 2010 — 2013
BBA in Business Management and BBA in Business Marketing
Blinn College 2008 — 2010
The Woodlands High School
Chris Phillip Chris Phillip's AXA Advisors Experience September 2008 - December 2008
Job Vice President
Industry Information Technology and Services
Experience
Markit January 2012 - Present
Markit January 2011 - January 2012
Markit February 2008 - January 2011
AXA Advisors September 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Fixed Income
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Finance and Mareting
Markit January 2012 - Present
Markit January 2011 - January 2012
Markit February 2008 - January 2011
AXA Advisors September 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Fixed Income
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Finance and Mareting
Bustos Frank Bustos Frank's AXA Advisors Experience August 2006 - June 2009
Job Senior Sales Representative at Scott & White Health Plan
Industry Hospital & Health Care
Experience
Scott & White Health Plan June 2009 - Present
AXA Advisors August 2006 - June 2009
Roche Diagnostics September 2004 - August 2006
Skills
Health Insurance, Insurance, Employee Benefits, Account Management, Disability Insurance, Strategic Planning, Sales, Team Building, Managed Care, Customer Service, Life Insurance, Medicare, Marketing, Long-term Care
Education
Texas State University 2002 — 2004
BBA, Business Marketing
Baylor University 1999 — 2001
Round Rock High School 1995 — 1999
Scott & White Health Plan June 2009 - Present
AXA Advisors August 2006 - June 2009
Roche Diagnostics September 2004 - August 2006
Skills
Health Insurance, Insurance, Employee Benefits, Account Management, Disability Insurance, Strategic Planning, Sales, Team Building, Managed Care, Customer Service, Life Insurance, Medicare, Marketing, Long-term Care
Education
Texas State University 2002 — 2004
BBA, Business Marketing
Baylor University 1999 — 2001
Round Rock High School 1995 — 1999
Steven Prokopenko Steven Prokopenko's AXA Advisors Experience January 2010 - June 2010
Job Student at City University of New YorkBaruch College
Industry Investment Banking
Experience
AXA Advisors January 2010 - June 2010
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
AXA Advisors January 2010 - June 2010
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Daniel Boutelle Daniel Boutelle's AXA Advisors Experience November 2011 - March 2013
Job Registered Investment Advisor at Legacy Advisor Network
Industry Financial Services
Experience
Legacy Advisor Network March 2013 - Present
Boutelle Agency May 1981 - Present
AXA Advisors November 2011 - March 2013
Beloit Inn January 2002 - November 2009
High School Apartments, Janesville Regency House and Menasha House January 1999 - December 2005
Skills
Insurance, Financial Planning
Education
Beloit College 1976 — 1980
BA, International Relations, Economics
Legacy Advisor Network March 2013 - Present
Boutelle Agency May 1981 - Present
AXA Advisors November 2011 - March 2013
Beloit Inn January 2002 - November 2009
High School Apartments, Janesville Regency House and Menasha House January 1999 - December 2005
Skills
Insurance, Financial Planning
Education
Beloit College 1976 — 1980
BA, International Relations, Economics
Benjamin Wallack's AXA Advisors Experience May 2009 - August 2009
Job Procurement Manager at Bright Power, Inc.
Industry Real Estate
Experience
Bright Power, Inc. April 2014 - Present
New York Energy Consumers Council, Inc. January 2014 - Present
Levin Energy Advisors June 2010 - March 2014
AXA Advisors May 2009 - August 2009
New York Mercantile Exchange June 2007 - August 2007
Skills
Start-ups, Trading, Facilities Management, Energy, Management, Equities, Financial Analysis, Environmental Compliance, Procurement Contracts, Sales, Asset Management, Marketing, Mutual Funds, Bill Management, Valuation, Renewable Energy, Energy Management, Economics
Education
State University of New York at Binghamton 2006 — 2010
Bachelors of Arts, Economics
University of Nottingham 2009 — 2009
Study Abroad
Bright Power, Inc. April 2014 - Present
New York Energy Consumers Council, Inc. January 2014 - Present
Levin Energy Advisors June 2010 - March 2014
AXA Advisors May 2009 - August 2009
New York Mercantile Exchange June 2007 - August 2007
Skills
Start-ups, Trading, Facilities Management, Energy, Management, Equities, Financial Analysis, Environmental Compliance, Procurement Contracts, Sales, Asset Management, Marketing, Mutual Funds, Bill Management, Valuation, Renewable Energy, Energy Management, Economics
Education
State University of New York at Binghamton 2006 — 2010
Bachelors of Arts, Economics
University of Nottingham 2009 — 2009
Study Abroad
Kuan Wang Kuan Wang's AXA Advisors Experience August 2013 - December 2013
Job Data Analytst at NYC Metro Center, LLC
Industry Financial Services
Experience
NYC Metro Center, LLC December 2013 - Present
AXA Advisors August 2013 - December 2013
Skills
Data Analysis, Data Warehousing, Financial Engineering, Data Mining, Web Analytics, Sentiment Analysis, Stock Market Analysis, Microsoft SQL Server, Tableau, Cognos, SPSS, SQL DB2
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's Degree, Business Analytics, 3.40
Beijing Technology and Business University 2008 — 2012
Bachelor's Degree, Finance Engineering, 3.5
NYC Metro Center, LLC December 2013 - Present
AXA Advisors August 2013 - December 2013
Skills
Data Analysis, Data Warehousing, Financial Engineering, Data Mining, Web Analytics, Sentiment Analysis, Stock Market Analysis, Microsoft SQL Server, Tableau, Cognos, SPSS, SQL DB2
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's Degree, Business Analytics, 3.40
Beijing Technology and Business University 2008 — 2012
Bachelor's Degree, Finance Engineering, 3.5
Anthony Cacace's AXA Advisors Experience December 2010 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2010 - Present
Skills
Retirement Planning, Asset Management, Life Insurance..., Disability Insurance..., Investment Strategies, College Education..., Business Planning, Employee Benefits...
Education
Bloomsburg University of Pennsylvania 2005 — 2010
Bachelor's Degree, Business Administration
AXA Advisors December 2010 - Present
Skills
Retirement Planning, Asset Management, Life Insurance..., Disability Insurance..., Investment Strategies, College Education..., Business Planning, Employee Benefits...
Education
Bloomsburg University of Pennsylvania 2005 — 2010
Bachelor's Degree, Business Administration
Rob Rosato Rob Rosato's AXA Advisors Experience March 2006 - April 2007
Job
Industry Capital Markets
Experience
TD May 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2013
National Securities Corp January 2008 - August 2012
AXA Advisors March 2006 - April 2007
Skills
Investments, Securities, Equities, Series 7, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Valuation, Due Diligence, Customer Service, Negotiation, Risk Management, Investment Strategies, Wealth Management, Mutual Funds, Finance, Bonds, Trading, Asset Allocation, Fixed Income, Investment Advisory, Options, Financial Markets, Investment Management, Bloomberg, Financial Modeling, Series 63, Financial Services, Financial Advisory, Strategic Financial..., FINRA, Equity Trading, Retirement Planning
Education
Bergen Community College 2013 — 2014
Associate's degree, Business Administration and Management, General
Cliffside Park
TD May 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2013
National Securities Corp January 2008 - August 2012
AXA Advisors March 2006 - April 2007
Skills
Investments, Securities, Equities, Series 7, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Valuation, Due Diligence, Customer Service, Negotiation, Risk Management, Investment Strategies, Wealth Management, Mutual Funds, Finance, Bonds, Trading, Asset Allocation, Fixed Income, Investment Advisory, Options, Financial Markets, Investment Management, Bloomberg, Financial Modeling, Series 63, Financial Services, Financial Advisory, Strategic Financial..., FINRA, Equity Trading, Retirement Planning
Education
Bergen Community College 2013 — 2014
Associate's degree, Business Administration and Management, General
Cliffside Park
Shaban Kolari Shaban Kolari's AXA Advisors Experience January 2011 - October 2013
Job Wealth Management Consultant at TIAACREF
Industry Financial Services
Stephen Germer Stephen Germer's AXA Advisors Experience 1992 - 1995
Job coowner/ Executive producer at Bat Bridge Entertainment
Industry Food & Beverages
Experience
Texas Express Lending January 2014 - Present
Bat Bridge Entertainment July 2013 - Present
Austin Consulting 1991 - Present
Balconesdistillingllc 2008 - 2011
AXA Advisors 1992 - 1995
Education
Baylor University 1987 — 1992
B.A., Philosophy
Kelly High School
Texas Express Lending January 2014 - Present
Bat Bridge Entertainment July 2013 - Present
Austin Consulting 1991 - Present
Balconesdistillingllc 2008 - 2011
AXA Advisors 1992 - 1995
Education
Baylor University 1987 — 1992
B.A., Philosophy
Kelly High School
Saquib Rahim Saquib Rahim's AXA Advisors Experience January 2006 - August 2007
Job Associate Buisness Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
Gregory Ronneburger Gregory Ronneburger's AXA Advisors Experience 2001 - Present
Job Divisional Vice President, AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2001 - Present
Binghamton University Alumni Association July 2012 - Present
Education
Binghamton University - School of Management 1993 — 1999
MBA, Business, Marketing
AXA Advisors 2001 - Present
Binghamton University Alumni Association July 2012 - Present
Education
Binghamton University - School of Management 1993 — 1999
MBA, Business, Marketing
Dr. Phillip Hearn's AXA Advisors Experience February 2010 - Present
Job Divisional Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors February 2010 - Present
AXA Advisors 2007 - January 2010
New River Fellowship January 1998 - January 2007
Skills
Financial Planning, Building a Financial..., Mentoring, Leadership Development, Agency/Firm Building, Coaching
Education
Regent University 2000 — 2006
Doctor of Ministry (D.Min), Leadership Development
Southwestern Baptist Theological Seminary
Master of Divinity (M.Div.), Divinity/Ministry
Baylor University 1986 — 1990
Bachelor of Arts (B.A.), Speech Communication
AXA Advisors February 2010 - Present
AXA Advisors 2007 - January 2010
New River Fellowship January 1998 - January 2007
Skills
Financial Planning, Building a Financial..., Mentoring, Leadership Development, Agency/Firm Building, Coaching
Education
Regent University 2000 — 2006
Doctor of Ministry (D.Min), Leadership Development
Southwestern Baptist Theological Seminary
Master of Divinity (M.Div.), Divinity/Ministry
Baylor University 1986 — 1990
Bachelor of Arts (B.A.), Speech Communication
Howard Weinstein, ChFC, CLU Howard Weinstein, ChFC, CLU's AXA Advisors Experience 1985 - Present
Job Senior Financial Consultant AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 1985 - Present
University of Southern California July 1979 - 1985
Skills
Retirement Planning, Estate Planning, Asset Allocation, Life Insurance Needs..., Investment Management, Charitable Giving, Rollovers, Succession Planning, Business Planning, Long Term Care Insurance, Disability Income...
Education
State University of New York College at Plattsburgh 1975 — 1976
MS, Counseling
Binghamton University 1969 — 1973
BA, Psychology
AXA Advisors 1985 - Present
University of Southern California July 1979 - 1985
Skills
Retirement Planning, Estate Planning, Asset Allocation, Life Insurance Needs..., Investment Management, Charitable Giving, Rollovers, Succession Planning, Business Planning, Long Term Care Insurance, Disability Income...
Education
State University of New York College at Plattsburgh 1975 — 1976
MS, Counseling
Binghamton University 1969 — 1973
BA, Psychology
Ferrell Nowland Ferrell Nowland's AXA Advisors Experience August 2007 - July 2008
Job Department Manager at Jos. A. Bank Clothiers
Industry Financial Services
Experience
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Ruby Teich's AXA Advisors Experience June 2014 - Present
Job Experienced Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors June 2014 - Present
Morgan Stanley Smith Barney August 2011 - July 2012
Schonfeld Securities/Opus Trading Fund 1995 - 2011
Shack & Siegel PC 1993 - 1995
EMI Records 1991 - 1992
Skills
Investment Planning, Financial Planning, Wealth Management, Retirement Planning, Estate Planning..., Business Succession..., Executive Benefits..., Risk Management, Wealth Preservation..., Tax-Efficent Investing...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (JD)
Syracuse University 1986 — 1990
Bachelor of Science (BS), Newhouse School of Communications
AXA Advisors June 2014 - Present
Morgan Stanley Smith Barney August 2011 - July 2012
Schonfeld Securities/Opus Trading Fund 1995 - 2011
Shack & Siegel PC 1993 - 1995
EMI Records 1991 - 1992
Skills
Investment Planning, Financial Planning, Wealth Management, Retirement Planning, Estate Planning..., Business Succession..., Executive Benefits..., Risk Management, Wealth Preservation..., Tax-Efficent Investing...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (JD)
Syracuse University 1986 — 1990
Bachelor of Science (BS), Newhouse School of Communications
Robin Lauer Robin Lauer's AXA Advisors Experience August 2013 - December 2013
Job Seeking Position in Real Estate
Industry Real Estate
Experience
Empire State Development March 2015 - Present
Sol Goldman Investments June 2014 - August 2014
AXA Advisors August 2013 - December 2013
Ariela-Alpha International June 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, C, Product Development, Market Research
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Minor Math
Empire State Development March 2015 - Present
Sol Goldman Investments June 2014 - August 2014
AXA Advisors August 2013 - December 2013
Ariela-Alpha International June 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, C, Product Development, Market Research
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Minor Math
Olya Samakhvastouskaya Olya Samakhvastouskaya's AXA Advisors Experience April 2013 - September 2013
Job
Industry Financial Services
Experience
Aplomb Strategies March 2014 - July 2014
Imagine Swimming, Inc. August 2012 - 2014
AXA Advisors April 2013 - September 2013
O&CO. May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, Windows, Morningstar, ThomsonOne
Education
City University of New York-Baruch College 2011 — 2014
Bachelor's degree, Finance and Investments
BSEU, Belarussian State Economic University 2006 — 2010
Banking and Finance
Aplomb Strategies March 2014 - July 2014
Imagine Swimming, Inc. August 2012 - 2014
AXA Advisors April 2013 - September 2013
O&CO. May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, Windows, Morningstar, ThomsonOne
Education
City University of New York-Baruch College 2011 — 2014
Bachelor's degree, Finance and Investments
BSEU, Belarussian State Economic University 2006 — 2010
Banking and Finance
Brian Remus Brian Remus's AXA Advisors Experience August 2008 - April 2009
Job Manager Sales, Supply & Operations at Stryker
Industry Medical Devices
Experience
Stryker January 2014 - Present
Stryker May 2012 - Present
Stryker October 2009 - April 2012
AXA Advisors August 2008 - April 2009
Stryker Orthopaedics December 2007 - January 2008
Stryker Orthopaedics June 2007 - August 2007
Stryker Orthopaedics June 2006 - August 2006
Morgan Stanley January 2005 - May 2006
Skills
Sales, Business Development, Cold Calling, Contract Negotiation, Cross-functional Team..., Marketing, Medical Devices, Pricing, Product Launch, Sales Management, Sales Operations, Forecasting, Competitive Analysis, Product Marketing, Sales Presentations
Education
Rowan University 2004 — 2008
BS, Major: Marketing---Minor: Spanish
Binghamton University - School of Management
MBA
Stryker January 2014 - Present
Stryker May 2012 - Present
Stryker October 2009 - April 2012
AXA Advisors August 2008 - April 2009
Stryker Orthopaedics December 2007 - January 2008
Stryker Orthopaedics June 2007 - August 2007
Stryker Orthopaedics June 2006 - August 2006
Morgan Stanley January 2005 - May 2006
Skills
Sales, Business Development, Cold Calling, Contract Negotiation, Cross-functional Team..., Marketing, Medical Devices, Pricing, Product Launch, Sales Management, Sales Operations, Forecasting, Competitive Analysis, Product Marketing, Sales Presentations
Education
Rowan University 2004 — 2008
BS, Major: Marketing---Minor: Spanish
Binghamton University - School of Management
MBA
Douglas Sternemann Douglas Sternemann's AXA Advisors Experience February 2013 - October 2013
Job Assistant Branch Manager at M&T Bank
Industry Banking
Experience
M&T Bank September 2015 - Present
M&t bank April 2014 - Present
AXA Advisors February 2013 - October 2013
Doug Sternemann Lawn Maintenance 2007 - 2011
ShopRite Supermarkets December 2005 - January 2008
Skills
Proficient using..., Intermediate..., Customer Service, Microsoft Office, Microsoft Excel, Banking, Teamwork, PowerPoint, Market Research, Sales, Financial Analysis, Marketing Strategy, Microsoft Word, Credit, Accounting, Management
Education
SUNY Binghamton 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
State University of New York at Binghamton 2007 — 2011
BS; School, Management; Management; Finance and Marketing
M&T Bank September 2015 - Present
M&t bank April 2014 - Present
AXA Advisors February 2013 - October 2013
Doug Sternemann Lawn Maintenance 2007 - 2011
ShopRite Supermarkets December 2005 - January 2008
Skills
Proficient using..., Intermediate..., Customer Service, Microsoft Office, Microsoft Excel, Banking, Teamwork, PowerPoint, Market Research, Sales, Financial Analysis, Marketing Strategy, Microsoft Word, Credit, Accounting, Management
Education
SUNY Binghamton 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
State University of New York at Binghamton 2007 — 2011
BS; School, Management; Management; Finance and Marketing
Nick Stamatellos's AXA Advisors Experience November 2010 - Present
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2010 - Present
David Lerner Associates, Inc. March 2004 - October 2010
Skills
Series 24, Series 7, Series 63, Series 65, Series 53
Education
Bentley College 1998 — 2001
Bachelor of Science (B.S.), Finance, General
AXA Advisors November 2010 - Present
David Lerner Associates, Inc. March 2004 - October 2010
Skills
Series 24, Series 7, Series 63, Series 65, Series 53
Education
Bentley College 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Christopher Chris Roberts, ChFC® Christopher Chris Roberts, ChFC®'s AXA Advisors Experience 2004 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2004 - Present
AXA Advisors 2004 - Present
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Marketing
AXA Advisors 2004 - Present
AXA Advisors 2004 - Present
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Marketing
Steve Seraita Steve Seraita's AXA Advisors Experience July 2013 - September 2013
Job Senior Media and Research Sales Executive, Financial Professional
Industry Market Research
Experience
AXA Advisors July 2013 - September 2013
Hall's Reports 2011 - 2012
Scarborough Research 1996 - 2011
Sawyer-Ferguson-Walker 1992 - 1996
Branham 1975 - 1992
Skills
New Business Development, Sales Presentations, Business Analysis, Product Management, Marketing Research, Marketing Strategy, Market Analysis, Market Research, Competitive Analysis, Management, Marketing, Sales, Strategy, Segmentation, Analytics, Customer Insight, Digital Marketing, Digital Media, Integrated Marketing, Strategic Partnerships, CRM, Advertising Research, Online Advertising, Direct Marketing, Online Marketing, Media Research, Competitive Intelligence, Advertising
Education
Baruch College, City University of New York (CUNY)
MBA, Marketing Management
City College of New York
BS, Economics
University of Pennsylvania - The Wharton School
Advanced Management Program
AXA Advisors July 2013 - September 2013
Hall's Reports 2011 - 2012
Scarborough Research 1996 - 2011
Sawyer-Ferguson-Walker 1992 - 1996
Branham 1975 - 1992
Skills
New Business Development, Sales Presentations, Business Analysis, Product Management, Marketing Research, Marketing Strategy, Market Analysis, Market Research, Competitive Analysis, Management, Marketing, Sales, Strategy, Segmentation, Analytics, Customer Insight, Digital Marketing, Digital Media, Integrated Marketing, Strategic Partnerships, CRM, Advertising Research, Online Advertising, Direct Marketing, Online Marketing, Media Research, Competitive Intelligence, Advertising
Education
Baruch College, City University of New York (CUNY)
MBA, Marketing Management
City College of New York
BS, Economics
University of Pennsylvania - The Wharton School
Advanced Management Program
Vu Phong Nguyen Vu Phong Nguyen's AXA Advisors Experience October 2009 - February 2010
Job Equity Research Analyst, CFA Level 3 Candidate
Industry Financial Services
Experience
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Jason Smith, CFP® Jason Smith, CFP®'s AXA Advisors Experience September 2000 - September 2003
Job Director of Financial Planning at MassMutual Wisconsin
Industry Financial Services
Experience
MassMutual Wisconsin April 2012 - Present
HB Wealth Management, LLC January 2008 - April 2012
Pacific Plaster and Stucco September 2003 - December 2006
AXA Advisors September 2000 - September 2003
Mustard Seeds and Mountains June 1998 - August 1998
Education
Bethel University 1995 — 1999
(1) Youth Ministry, (2) Biblical/Theological Studies
MassMutual Wisconsin April 2012 - Present
HB Wealth Management, LLC January 2008 - April 2012
Pacific Plaster and Stucco September 2003 - December 2006
AXA Advisors September 2000 - September 2003
Mustard Seeds and Mountains June 1998 - August 1998
Education
Bethel University 1995 — 1999
(1) Youth Ministry, (2) Biblical/Theological Studies
Robert Dziedzic's AXA Advisors Experience June 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Skills
Microsoft Office, Customer Service, Series 7, Series 63, Financial Services, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance
Binghamton University
Biology
Cardinal Spellman High School
AXA Advisors June 2015 - Present
Skills
Microsoft Office, Customer Service, Series 7, Series 63, Financial Services, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance
Binghamton University
Biology
Cardinal Spellman High School
Mollie (Kirk) Greenwood Mollie (Kirk) Greenwood's AXA Advisors Experience September 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
Skills
Retirement Planning, Wealth Preservation
Education
Baylor University 2010 — 2014
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
AXA Advisors September 2014 - Present
Skills
Retirement Planning, Wealth Preservation
Education
Baylor University 2010 — 2014
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Sarah Cameron's AXA Advisors Experience January 2014 - April 2014
Job Account Executive at AppleOne Employment Services
Industry Staffing and Recruiting
Experience
AppleOne Employment Services July 2015 - Present
AppleOne Employment Services May 2014 - Present
AXA Advisors January 2014 - April 2014
Nordstrom December 2010 - November 2013
JCPenney Salon October 2009 - December 2010
Bedrosian’s Tile & Stone August 2005 - September 2009
Skills
Customer Service, Retail, Merchandising, Inventory Management, Data Entry, Sales, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Time Management, PowerPoint, Customer Satisfaction, Telephone Skills, Teamwork, Marketing, Social Media, Visual Merchandising, Inventory Control, Event Planning, Recruiting, Interviews, Team Building, Social Networking, Hiring, Account Management, Leadership, Management, Training, Temporary Placement, Sourcing, Team Leadership, Facebook, Performance Management, Employee Relations, Talent Acquisition
Education
Kaplan University 2014 — 2014
Licensed in Series 63, Uniform Securities Agent State Law
Walls Insurance Training 2014 — 2014
Licensed in Life and Disability Insurance
Bellevue College 2008 — 2010
Associates Degree, Arts and Sciences
AppleOne Employment Services July 2015 - Present
AppleOne Employment Services May 2014 - Present
AXA Advisors January 2014 - April 2014
Nordstrom December 2010 - November 2013
JCPenney Salon October 2009 - December 2010
Bedrosian’s Tile & Stone August 2005 - September 2009
Skills
Customer Service, Retail, Merchandising, Inventory Management, Data Entry, Sales, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Time Management, PowerPoint, Customer Satisfaction, Telephone Skills, Teamwork, Marketing, Social Media, Visual Merchandising, Inventory Control, Event Planning, Recruiting, Interviews, Team Building, Social Networking, Hiring, Account Management, Leadership, Management, Training, Temporary Placement, Sourcing, Team Leadership, Facebook, Performance Management, Employee Relations, Talent Acquisition
Education
Kaplan University 2014 — 2014
Licensed in Series 63, Uniform Securities Agent State Law
Walls Insurance Training 2014 — 2014
Licensed in Life and Disability Insurance
Bellevue College 2008 — 2010
Associates Degree, Arts and Sciences
Jennifer Zwernemann Jennifer Zwernemann's AXA Advisors Experience January 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Diamondback's Steakhouse October 2009 - December 2012
La Bella Visage June 2012 - October 2012
Ann Taylor LOFT November 2008 - January 2010
Skills
Strategic Planning, Retirement Planning, Financial Planners, Team Leadership, Client Education, Life & Health Insurance..., Financial Needs Analysis, Tax-efficient Investing..., Pension Distribution..., Tax-sheltered annuities..., Dimensions of..., Interpersonal..., Strengthening Client...
Education
Baylor University 2011 — 2012
BBA, Economics
Midway High
Midway High
AXA Advisors January 2013 - Present
Diamondback's Steakhouse October 2009 - December 2012
La Bella Visage June 2012 - October 2012
Ann Taylor LOFT November 2008 - January 2010
Skills
Strategic Planning, Retirement Planning, Financial Planners, Team Leadership, Client Education, Life & Health Insurance..., Financial Needs Analysis, Tax-efficient Investing..., Pension Distribution..., Tax-sheltered annuities..., Dimensions of..., Interpersonal..., Strengthening Client...
Education
Baylor University 2011 — 2012
BBA, Economics
Midway High
Midway High
William Kostecki's AXA Advisors Experience 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2015 - Present
NEPA Financial Associates January 2015 - May 2015
Bloomsburg Investment Group August 2014 - May 2015
Bloomsburg Ice Hockey Club March 2014 - May 2015
Bloomsburg University August 2012 - May 2015
American Barbecue Company June 2013 - August 2014
Essex County Country Club May 2012 - August 2014
Abercrombie & Fitch March 2011 - January 2012
Skills
Finance, Positive Personality, Capital IQ, Financial Planning, Managerial Finance, Financial Analysis, Microsoft Excel, Market Analysis, Leadership, Planning Budgeting &..., Human Resources, Communication, Web Applications, PowerPoint, Microsoft Word, Illustrator, Positive Can-do Attitude, Positive Team Player, Windows, Management, Team Leadership, Teamwork, Analytic Problem Solving, Social Media, Photoshop, QuickBooks, Peachtree, Sports, Golf, Ice Hockey
Education
Bloomsburg University of Pennsylvania 2012 — 2015
Finance, Financial Planning and Services
East Carolina University 2011 — 2012
AXA Advisors 2015 - Present
NEPA Financial Associates January 2015 - May 2015
Bloomsburg Investment Group August 2014 - May 2015
Bloomsburg Ice Hockey Club March 2014 - May 2015
Bloomsburg University August 2012 - May 2015
American Barbecue Company June 2013 - August 2014
Essex County Country Club May 2012 - August 2014
Abercrombie & Fitch March 2011 - January 2012
Skills
Finance, Positive Personality, Capital IQ, Financial Planning, Managerial Finance, Financial Analysis, Microsoft Excel, Market Analysis, Leadership, Planning Budgeting &..., Human Resources, Communication, Web Applications, PowerPoint, Microsoft Word, Illustrator, Positive Can-do Attitude, Positive Team Player, Windows, Management, Team Leadership, Teamwork, Analytic Problem Solving, Social Media, Photoshop, QuickBooks, Peachtree, Sports, Golf, Ice Hockey
Education
Bloomsburg University of Pennsylvania 2012 — 2015
Finance, Financial Planning and Services
East Carolina University 2011 — 2012
Lucas Lebrao's AXA Advisors Experience June 2015 - August 2015
Job Business Consulting Intern at PLG Consulting
Industry Financial Services
Experience
PLG Consulting August 2015 - Present
AXA Advisors June 2015 - August 2015
Arctaris Capital December 2014 - May 2015
Praxi Solutions, Inc. June 2014 - August 2014
Praxi Solutions, Inc. June 2013 - August 2013
Alpha Playgrounds May 2012 - July 2012
Skills
Marketing Strategy, Managerial Finance, Financial Analysis, Social Media Marketing, Email Marketing Software, Business Planning, Business Development, Business Strategy, Sales, Start-ups, Entrepreneurship, Public Speaking, Marketing, Financial Modeling, Investments, Finance, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor's Degree, Candidate for Bachelor of Science, Corporate Finance & Accounting. Minor in Entrepreneurial Studies., Junior
Cypress Bay
PLG Consulting August 2015 - Present
AXA Advisors June 2015 - August 2015
Arctaris Capital December 2014 - May 2015
Praxi Solutions, Inc. June 2014 - August 2014
Praxi Solutions, Inc. June 2013 - August 2013
Alpha Playgrounds May 2012 - July 2012
Skills
Marketing Strategy, Managerial Finance, Financial Analysis, Social Media Marketing, Email Marketing Software, Business Planning, Business Development, Business Strategy, Sales, Start-ups, Entrepreneurship, Public Speaking, Marketing, Financial Modeling, Investments, Finance, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor's Degree, Candidate for Bachelor of Science, Corporate Finance & Accounting. Minor in Entrepreneurial Studies., Junior
Cypress Bay
Neketa B. Morris's AXA Advisors Experience July 2013 - September 2013
Job Enthusiastic |Vibrant |Organized |Team Trouper |Magna Cum laude
Industry Financial Services
Experience
Meineke Car Care Center, Inc. April 2014 - Present
CNN September 2013 - December 2013
AXA Advisors July 2013 - September 2013
Tommy Hilfiger August 2012 - December 2012
Tommy Hilfiger June 2012 - August 2012
Tommy Hilfiger February 2012 - May 2012
Republic Bank Limited January 2006 - August 2010
Skills
Management, Public Relations, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Sales, Microsoft Word, Social Networking, Social Media, Outlook, Social Media Marketing, Business Strategy, Program Management, Project Management, Editing, Event Management, Marketing Communications, Event Planning, Time Management, The Bloomberg..., Microsoft Project, Microsoft PowerPoint, Fashion, Research, Public Speaking
Education
Berkeley College 2010 — 2013
Bachelor’s Degree, International Business, 3.70
Meineke Car Care Center, Inc. April 2014 - Present
CNN September 2013 - December 2013
AXA Advisors July 2013 - September 2013
Tommy Hilfiger August 2012 - December 2012
Tommy Hilfiger June 2012 - August 2012
Tommy Hilfiger February 2012 - May 2012
Republic Bank Limited January 2006 - August 2010
Skills
Management, Public Relations, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Sales, Microsoft Word, Social Networking, Social Media, Outlook, Social Media Marketing, Business Strategy, Program Management, Project Management, Editing, Event Management, Marketing Communications, Event Planning, Time Management, The Bloomberg..., Microsoft Project, Microsoft PowerPoint, Fashion, Research, Public Speaking
Education
Berkeley College 2010 — 2013
Bachelor’s Degree, International Business, 3.70
Sabrina Iqbal Sabrina Iqbal's AXA Advisors Experience January 2010 - May 2010
Job Client Relations Project Specialist at Sands Capital Management
Industry Financial Services
Experience
Sands Capital Management May 2015 - Present
Sands Capital Management June 2010 - Present
AXA Advisors January 2010 - May 2010
Merrill Lynch June 2007 - March 2009
Merrill Lynch September 2008 - September 2008
GRAMEEN BANK May 2006 - July 2006
American Express Bank May 2004 - July 2004
Skills
Wealth Management, Portfolio Management
Education
Bethany College 2004 — 2007
Bachelors in Art, International Economics & Spanish
Sands Capital Management May 2015 - Present
Sands Capital Management June 2010 - Present
AXA Advisors January 2010 - May 2010
Merrill Lynch June 2007 - March 2009
Merrill Lynch September 2008 - September 2008
GRAMEEN BANK May 2006 - July 2006
American Express Bank May 2004 - July 2004
Skills
Wealth Management, Portfolio Management
Education
Bethany College 2004 — 2007
Bachelors in Art, International Economics & Spanish
Chen (Lillian) Chen Chen (Lillian) Chen's AXA Advisors Experience January 2012 - April 2012
Job Controller at The Guidance Center,Inc
Industry Financial Services
Experience
The Guidance Center May 2015 - Present
The Guidance Center August 2013 - May 2015
Pace University August 2010 - May 2013
Institute of International Education June 2012 - August 2012
AXA Advisors January 2012 - April 2012
NYCfNAC January 2012 - April 2012
THE WHITEROCK GROUP, LLC. June 2011 - October 2011
GD Power Development Co., Ltd., China March 2010 - June 2010
Beijing Jiaotong University September 2009 - June 2010
Beijing Jiaotong University October 2009 - December 2009
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Financial Reporting, Financial Accounting, Tax, Auditing
Education
Pace University - Lubin School of Business 2010 — 2013
MBA Dual Major, Accounting & Financial Management
Beijing Jiaotong University 2006 — 2010
BS, Financial Management
The Guidance Center May 2015 - Present
The Guidance Center August 2013 - May 2015
Pace University August 2010 - May 2013
Institute of International Education June 2012 - August 2012
AXA Advisors January 2012 - April 2012
NYCfNAC January 2012 - April 2012
THE WHITEROCK GROUP, LLC. June 2011 - October 2011
GD Power Development Co., Ltd., China March 2010 - June 2010
Beijing Jiaotong University September 2009 - June 2010
Beijing Jiaotong University October 2009 - December 2009
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Financial Reporting, Financial Accounting, Tax, Auditing
Education
Pace University - Lubin School of Business 2010 — 2013
MBA Dual Major, Accounting & Financial Management
Beijing Jiaotong University 2006 — 2010
BS, Financial Management
Christopher Flanders, MBA, CFP® Christopher Flanders, MBA, CFP®'s AXA Advisors Experience January 2004 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2004 - Present
Morgan Stanley Smith Barney May 2003 - December 2003
Bank of America June 2000 - December 2002
Skills
Certified Financial..., Retirement Planning, Tax Sheltered Accounts, Mutual Funds, Personal Financial..., Asset Allocation, Massachusetts Public..., Advisory Accounts, Wealth Management, Investments, Retirement, Investment Strategies, Securities, Insurance, Fixed Annuities, Employer Deferred..., Series 7, Series 66, FINRA, Life Insurance, Trusts, Long Term Care Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Science (MS), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Financial Planning and Services
Villanova University 1996 — 2000
Bachelor, Finance
AXA Advisors January 2004 - Present
Morgan Stanley Smith Barney May 2003 - December 2003
Bank of America June 2000 - December 2002
Skills
Certified Financial..., Retirement Planning, Tax Sheltered Accounts, Mutual Funds, Personal Financial..., Asset Allocation, Massachusetts Public..., Advisory Accounts, Wealth Management, Investments, Retirement, Investment Strategies, Securities, Insurance, Fixed Annuities, Employer Deferred..., Series 7, Series 66, FINRA, Life Insurance, Trusts, Long Term Care Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Science (MS), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Financial Planning and Services
Villanova University 1996 — 2000
Bachelor, Finance
Aaron Karas's AXA Advisors Experience February 2008 - April 2009
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
JPMorgan Chase September 2009 - March 2013
AXA Advisors February 2008 - April 2009
manning passing camp 2007 - 2008
Skills
Investments, Finance, Financial Analysis, Financial Advisory, 401k, Retirement Planning, Equities, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Asset Management, Series 7, Portfolio Management
Education
Baylor University 2000 — 2005
Wells Fargo Advisors March 2013 - Present
JPMorgan Chase September 2009 - March 2013
AXA Advisors February 2008 - April 2009
manning passing camp 2007 - 2008
Skills
Investments, Finance, Financial Analysis, Financial Advisory, 401k, Retirement Planning, Equities, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Asset Management, Series 7, Portfolio Management
Education
Baylor University 2000 — 2005
Matthew Van Liere's AXA Advisors Experience August 2011 - May 2013
Job Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - May 2014
AXA Advisors August 2011 - May 2013
Massachusetts Property Insurance May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Problem Solving, Financial Analysis, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Austin Preparatory School 2006 — 2010
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - May 2014
AXA Advisors August 2011 - May 2013
Massachusetts Property Insurance May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Problem Solving, Financial Analysis, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Austin Preparatory School 2006 — 2010
Evan Chomka's AXA Advisors Experience August 2015 - Present
Job Financial Advisory Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
CVS Health June 2015 - August 2015
Providence Parks and Recreation May 2014 - August 2014
F and F Associates March 2012 - June 2012
Skills
XP, Microsoft Word, Microsoft Excel, PowerPoint, Java, Mac, Bloomberg, Peachtree, Fact Set, SmartDraw, Leadership, Outlook, Financial Analysis, Accounting
Education
Bentley University 2012 — 2016
Bachelor's degree, Finance, Junior
AXA Advisors August 2015 - Present
CVS Health June 2015 - August 2015
Providence Parks and Recreation May 2014 - August 2014
F and F Associates March 2012 - June 2012
Skills
XP, Microsoft Word, Microsoft Excel, PowerPoint, Java, Mac, Bloomberg, Peachtree, Fact Set, SmartDraw, Leadership, Outlook, Financial Analysis, Accounting
Education
Bentley University 2012 — 2016
Bachelor's degree, Finance, Junior
Dan Spiegel Dan Spiegel's AXA Advisors Experience June 2011 - August 2011
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte January 2015 - April 2015
PwC Australia October 2013 - November 2013
Generator Media + Analytics (formerly Gotham Direct) June 2012 - August 2012
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Analysis, Analysis, Marketing, Customer Service, Microsoft Word, PowerPoint, Access, Microsoft Office, Partnership Tax Returns, Social Media, Sales, Auditing, SAP
Education
Binghamton University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Deloitte September 2015 - Present
Deloitte January 2015 - April 2015
PwC Australia October 2013 - November 2013
Generator Media + Analytics (formerly Gotham Direct) June 2012 - August 2012
AXA Advisors June 2011 - August 2011
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Analysis, Analysis, Marketing, Customer Service, Microsoft Word, PowerPoint, Access, Microsoft Office, Partnership Tax Returns, Social Media, Sales, Auditing, SAP
Education
Binghamton University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Wenxi (Xi) Chen's AXA Advisors Experience March 2015 - June 2015
Job Wealth Management Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - June 2015
Vistage New York June 2014 - March 2015
Market America, Inc. May 2014 - November 2014
Baruch College Alumni Association February 2014 - May 2014
Education
City University of New York-Baruch College 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Investment, Computer Information System, GPA 3.86
University of Oregon 2012 — 2013
Finance, Women's and Gender Studies
AXA Advisors March 2015 - June 2015
Vistage New York June 2014 - March 2015
Market America, Inc. May 2014 - November 2014
Baruch College Alumni Association February 2014 - May 2014
Education
City University of New York-Baruch College 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Investment, Computer Information System, GPA 3.86
University of Oregon 2012 — 2013
Finance, Women's and Gender Studies
Anton Kozlov Anton Kozlov's AXA Advisors Experience 2010 - 2011
Job Senior Associate at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ 2014 - Present
Interactive Data August 2012 - November 2013
TheLadders 2012 - August 2012
Aurelian Global Holdings 2011 - 2012
AXA Advisors 2010 - 2011
NERA Economic Consulting 2007 - 2008
Skills
Business Development, Relationship Management, Financial Modeling, Valuation, Financial Analysis, Investments, Fixed Income, Financial Services, Private Equity, Corporate Finance, Derivatives, Financial Markets, Work Ethic, Credit Analysis, Reference Data, Automation, Russian, Competitive Analysis
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Minor in Business Law, Economics & Finance
Wirtschaftsuniversität Wien
International Economics & Finance, EU Business Law
S&P Capital IQ 2014 - Present
Interactive Data August 2012 - November 2013
TheLadders 2012 - August 2012
Aurelian Global Holdings 2011 - 2012
AXA Advisors 2010 - 2011
NERA Economic Consulting 2007 - 2008
Skills
Business Development, Relationship Management, Financial Modeling, Valuation, Financial Analysis, Investments, Fixed Income, Financial Services, Private Equity, Corporate Finance, Derivatives, Financial Markets, Work Ethic, Credit Analysis, Reference Data, Automation, Russian, Competitive Analysis
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Minor in Business Law, Economics & Finance
Wirtschaftsuniversität Wien
International Economics & Finance, EU Business Law
GREGORY CORNELIUS GREGORY CORNELIUS's AXA Advisors Experience July 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
Ferrario Auto Team 2010 - 2013
Bed Bath & Beyond July 2008 - October 2010
Skills
Charitable Gift Planning, NYS Pension Maximizatoin, Retirement Planning, Strategic Financial..., Life Insurance, Investment Advisory, Financial Analysis, Wealth Management, Estate Planning, Investments, Insurance, Finance, Financial Advisory, Financial Planners, Disability Insurance
Education
SUNY Binghamton 2010 — 2012
Bachelor of Science (BS), Economics
Broome Community College 2008 — 2010
Associate's degree, Business Administration, Management and Operations
Newark Valley 2005 — 2008
AXA Advisors July 2013 - Present
Ferrario Auto Team 2010 - 2013
Bed Bath & Beyond July 2008 - October 2010
Skills
Charitable Gift Planning, NYS Pension Maximizatoin, Retirement Planning, Strategic Financial..., Life Insurance, Investment Advisory, Financial Analysis, Wealth Management, Estate Planning, Investments, Insurance, Finance, Financial Advisory, Financial Planners, Disability Insurance
Education
SUNY Binghamton 2010 — 2012
Bachelor of Science (BS), Economics
Broome Community College 2008 — 2010
Associate's degree, Business Administration, Management and Operations
Newark Valley 2005 — 2008
Victor Suski's AXA Advisors Experience August 2012 - February 2013
Job CEO at the American Video Game League | COO Leader1 eSports
Industry Online Media
Experience
Leader-1 eSports May 2015 - Present
American Video Game League October 2013 - Present
AXA Advisors August 2012 - February 2013
Sound Portfolio Advisors June 2011 - August 2011
Magid Associates June 2010 - August 2010
Skills
esports, Financial Analysis, Game Maker, Social Media, Video Games, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Modeling, Valuation, Investments, Financial Reporting, Strategic Financial..., Series 7, Health Insurance, Life Insurance, Financial Planning, Entrepreneurship
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance Major
Bentley University 2008 — 2012
BS, Finance, General
Leader-1 eSports May 2015 - Present
American Video Game League October 2013 - Present
AXA Advisors August 2012 - February 2013
Sound Portfolio Advisors June 2011 - August 2011
Magid Associates June 2010 - August 2010
Skills
esports, Financial Analysis, Game Maker, Social Media, Video Games, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Modeling, Valuation, Investments, Financial Reporting, Strategic Financial..., Series 7, Health Insurance, Life Insurance, Financial Planning, Entrepreneurship
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance Major
Bentley University 2008 — 2012
BS, Finance, General
Stanley Kwok Stanley Kwok's AXA Advisors Experience May 2011 - January 2012
Job Treasury Analyst at Re:Sources
Industry Financial Services
Experience
Re:Sources January 2013 - Present
ZenithOptimedia January 2012 - January 2013
AXA Advisors May 2011 - January 2012
Credit Advocate Counselng Corp August 2011 - December 2011
UBS January 2011 - May 2011
NASA Goddard Space Flight Center June 2007 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Photoshop, Financial Analysis, Non-profits, Accounting, Nonprofits, Portfolio Management, Market Research, Analysis, Time Management, Bloomberg, Finance, Access, Wealth Management, Account Reconciliation, Outlook, Budgets, Financial Reporting, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.97
Manhattan Center 2004 — 2008
Re:Sources January 2013 - Present
ZenithOptimedia January 2012 - January 2013
AXA Advisors May 2011 - January 2012
Credit Advocate Counselng Corp August 2011 - December 2011
UBS January 2011 - May 2011
NASA Goddard Space Flight Center June 2007 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Photoshop, Financial Analysis, Non-profits, Accounting, Nonprofits, Portfolio Management, Market Research, Analysis, Time Management, Bloomberg, Finance, Access, Wealth Management, Account Reconciliation, Outlook, Budgets, Financial Reporting, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.97
Manhattan Center 2004 — 2008
Peter Mako Peter Mako's AXA Advisors Experience July 2015 - Present
Job Finance Student at CUNY Baruch College
Industry Investment Management
Experience
AXA Advisors July 2015 - Present
American Golf Corporation April 2013 - Present
Rheumatology Associates of Southern Westchester 2012 - May 2015
Skills
Economics, Corporate Finance, Finance, Financial Analysis, Teamwork, Leadership, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Business Strategy, Investments, Investment Banking, Research, Customer Service, Public Speaking, PowerPoint, Management, Time Management, Social Media, Social Networking, Event Planning, Marketing, Social Media Marketing, Sales, Outlook, English, Team Leadership, Data Entry, Market Research, Strategic Planning, Financial Modeling
Education
City University of New York-Baruch College 2012 — 2016
Finance, Banking, Corporate, Finance, and Securities Law
AXA Advisors July 2015 - Present
American Golf Corporation April 2013 - Present
Rheumatology Associates of Southern Westchester 2012 - May 2015
Skills
Economics, Corporate Finance, Finance, Financial Analysis, Teamwork, Leadership, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Business Strategy, Investments, Investment Banking, Research, Customer Service, Public Speaking, PowerPoint, Management, Time Management, Social Media, Social Networking, Event Planning, Marketing, Social Media Marketing, Sales, Outlook, English, Team Leadership, Data Entry, Market Research, Strategic Planning, Financial Modeling
Education
City University of New York-Baruch College 2012 — 2016
Finance, Banking, Corporate, Finance, and Securities Law
Nate Pike Nate Pike's AXA Advisors Experience May 2003 - May 2004
Job Financial Consultant, Utter Wealth Managment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
Michael Erlacher's AXA Advisors Experience May 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Accounting
Experience
AXA Advisors May 2015 - Present
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Event Planning
Education
Binghamton University - School of Management 2011 — 2015
Bachelor’s Degree, Accounting
New York University
Finance and Financial Management Services
AXA Advisors May 2015 - Present
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Event Planning
Education
Binghamton University - School of Management 2011 — 2015
Bachelor’s Degree, Accounting
New York University
Finance and Financial Management Services
Jacob Gilfix's AXA Advisors Experience May 2013 - April 2015
Job Private Equity and Real Assets Analytics Associate at Cambridge Associates
Industry Venture Capital & Private Equity
Experience
Cambridge Associates June 2015 - Present
AXA Advisors May 2013 - April 2015
The Motley Fool May 2014 - August 2014
Yahoo! July 2011 - September 2012
Pure Hockey April 2011 - August 2011
Education
Bentley University 2011 — 2015
Bachelor's degree, Major: Economics and Finance Minor: Mathematics
Pingree School 2007 — 2011
Cambridge Associates June 2015 - Present
AXA Advisors May 2013 - April 2015
The Motley Fool May 2014 - August 2014
Yahoo! July 2011 - September 2012
Pure Hockey April 2011 - August 2011
Education
Bentley University 2011 — 2015
Bachelor's degree, Major: Economics and Finance Minor: Mathematics
Pingree School 2007 — 2011
Konner Smith Konner Smith's AXA Advisors Experience June 2014 - August 2014
Job Student at Binghamton University
Industry Financial Services
Experience
Binghamton University August 2014 - Present
HSBC May 2015 - August 2015
AXA Advisors June 2014 - August 2014
Skills
Financial Modeling, Investments, Bloomberg Terminal, Public Speaking, Leadership, Microsoft Word, Microsoft Excel, Financial Analysis, Bloomberg, Microsoft Office, PowerPoint, Teamwork
Education
Binghamton University 2012 — 2016
Bachelor's Degree, Finance
Binghamton University August 2014 - Present
HSBC May 2015 - August 2015
AXA Advisors June 2014 - August 2014
Skills
Financial Modeling, Investments, Bloomberg Terminal, Public Speaking, Leadership, Microsoft Word, Microsoft Excel, Financial Analysis, Bloomberg, Microsoft Office, PowerPoint, Teamwork
Education
Binghamton University 2012 — 2016
Bachelor's Degree, Finance
Patindba Yameogo Patindba Yameogo's AXA Advisors Experience June 2011 - January 2012
Job Financial Analyst
Industry Financial Services
Experience
CoMetrics Partners LLC March 2015 - Present
Euromoney Institutional Investor September 2012 - March 2015
AXA Advisors June 2011 - January 2012
Skills
Finance and investment, Financial Modeling, Economics, Market Research, Data Analysis, Emerging Markets, Analysis, Corporate Finance, Financial Analysis, Finance, Access, Investments, Risk Management, Financial Reporting, Accounting
Education
CUNY Brooklyn College 2013 — 2015
Master's degree, Master in Business Administration
Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance investment
CoMetrics Partners LLC March 2015 - Present
Euromoney Institutional Investor September 2012 - March 2015
AXA Advisors June 2011 - January 2012
Skills
Finance and investment, Financial Modeling, Economics, Market Research, Data Analysis, Emerging Markets, Analysis, Corporate Finance, Financial Analysis, Finance, Access, Investments, Risk Management, Financial Reporting, Accounting
Education
CUNY Brooklyn College 2013 — 2015
Master's degree, Master in Business Administration
Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance investment
Rhonda Schwartz's AXA Advisors Experience June 2014 - Present
Job Registered Representative at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Prudential Insurance Company of America, Newark, NJ January 2010 - May 2014
Independent agent with Aflac January 2009 - December 2009
Oxford University Press 1989 - 1995
Skills
Financial Needs Analysis, Retirement Planning, Educational Funding..., Business Planning, Estate Planning..., Long Term Care Planning..., Asset Allocation..., Disability Income..., Business Succession..., Family Protection...
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing & Consumer Research
Yeshiva of Flatbush High School 1981 — 1985
Regent's Diploma
AXA Advisors June 2014 - Present
Prudential Insurance Company of America, Newark, NJ January 2010 - May 2014
Independent agent with Aflac January 2009 - December 2009
Oxford University Press 1989 - 1995
Skills
Financial Needs Analysis, Retirement Planning, Educational Funding..., Business Planning, Estate Planning..., Long Term Care Planning..., Asset Allocation..., Disability Income..., Business Succession..., Family Protection...
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing & Consumer Research
Yeshiva of Flatbush High School 1981 — 1985
Regent's Diploma
Jeremy Miller, CEP® Jeremy Miller, CEP®'s AXA Advisors Experience July 2009 - April 2011
Job President at Mereaux Wealth Strategies, LLC
Industry Financial Services
Experience
Mereaux Wealth Strategies, LLC February 2015 - Present
JDG Wealth Management Group, LLC May 2011 - February 2015
AXA Advisors July 2009 - April 2011
Northwestern Mutual May 2008 - March 2009
Skills
Strategic Financial..., Estate Planning, Asset Managment, Retirement Planning, Financial Advisory, Financial Analysis, Personal Tax Planning, Business Tax Planning, Finance
Education
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Mereaux Wealth Strategies, LLC February 2015 - Present
JDG Wealth Management Group, LLC May 2011 - February 2015
AXA Advisors July 2009 - April 2011
Northwestern Mutual May 2008 - March 2009
Skills
Strategic Financial..., Estate Planning, Asset Managment, Retirement Planning, Financial Advisory, Financial Analysis, Personal Tax Planning, Business Tax Planning, Finance
Education
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Caitlin Lloyd Caitlin Lloyd's AXA Advisors Experience June 2012 - August 2012
Job Inside Sales Professional at Kinetic Concepts
Industry Marketing and Advertising
Experience
Kinetic Concepts July 2015 - Present
Eisai November 2014 - July 2015
Modern Marketing Concepts Inc. June 2014 - November 2014
Hollister Co. March 2014 - October 2014
Hollister Co. October 2013 - March 2014
Abercrombie & Fitch May 2010 - October 2013
World Class Gymnastics Academy July 2012 - August 2013
AXA Advisors June 2012 - August 2012
Skills
Customer Service, Microsoft Word, Public Speaking, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, Event Planning, Marketing, PowerPoint, English, Windows, Social Media, Oncology, Pharmacuetical Sales, Spanish
Education
State University of New York at Binghamton 2011 — 2014
Bachelor's Degree, Economics
North Carolina State University 2010 — 2011
Business Management-Undeclared
Kinetic Concepts July 2015 - Present
Eisai November 2014 - July 2015
Modern Marketing Concepts Inc. June 2014 - November 2014
Hollister Co. March 2014 - October 2014
Hollister Co. October 2013 - March 2014
Abercrombie & Fitch May 2010 - October 2013
World Class Gymnastics Academy July 2012 - August 2013
AXA Advisors June 2012 - August 2012
Skills
Customer Service, Microsoft Word, Public Speaking, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, Event Planning, Marketing, PowerPoint, English, Windows, Social Media, Oncology, Pharmacuetical Sales, Spanish
Education
State University of New York at Binghamton 2011 — 2014
Bachelor's Degree, Economics
North Carolina State University 2010 — 2011
Business Management-Undeclared
Carlos Diaz III's AXA Advisors Experience June 2009 - August 2009
Job Business Development Representative at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics December 2012 - Present
Coyote Logistics September 2011 - December 2012
Code Blue Recovery Drink October 2010 - May 2011
Coyote Logistics May 2010 - August 2010
NBC Universal February 2010 - March 2010
AXA Advisors June 2009 - August 2009
Skills
Marketing, Sales, Business Development, Management, Advertising, Event Planning, Salesforce.com, Account Management, Cold Calling, Leadership, Logistics, Market Research, Microsoft Excel, Time Management, Customer Service, Sales Operations
Education
Bentley University 2007 — 2011
Bachelor of Science, Business Management
Bentley University 2007 — 2011
Bachelor of Science, Business Management
Coyote Logistics December 2012 - Present
Coyote Logistics September 2011 - December 2012
Code Blue Recovery Drink October 2010 - May 2011
Coyote Logistics May 2010 - August 2010
NBC Universal February 2010 - March 2010
AXA Advisors June 2009 - August 2009
Skills
Marketing, Sales, Business Development, Management, Advertising, Event Planning, Salesforce.com, Account Management, Cold Calling, Leadership, Logistics, Market Research, Microsoft Excel, Time Management, Customer Service, Sales Operations
Education
Bentley University 2007 — 2011
Bachelor of Science, Business Management
Bentley University 2007 — 2011
Bachelor of Science, Business Management
Suzanne Berliner Korn's AXA Advisors Experience May 2007 - May 2008
Job Sales Support Specialist at FusionConnect
Industry Computer Software
Experience
FusionConnect April 2015 - Present
Millennium Systems International June 2013 - Present
Avtech Institute of Technology October 2012 - March 2013
Executive Professional Marketing April 2010 - December 2011
Sensaria January 2009 - January 2010
AXA Advisors May 2007 - May 2008
Team Watch Shop March 2006 - March 2007
NJ Jewish News (NJJN) April 2002 - April 2006
D & B Cosmetics June 1995 - May 2000
Eltman, Eltman and Cooper April 1993 - April 1994
Skills
Sales, Customer Service, Business Development, Account Management, Customer Satisfaction, Cold Calling, Building Relationships, Training, Microsoft Office, CRM, Time Management, Inside Sales, Collections, Telemarketing, Liaison, Warm Calling, Professional Experience, Phone Skills, Highly Reliable, Telephone Skills, Coaching, Recruiting
Education
AVTECH 2012 — 2013
MICROSOFT Course Completion, MICROSOFT Program, GPA 4.0
Baruch College
BBA in Finance and Statistics, Double Major in Finance and Statistics
Pace University - Lubin School of Business
MBA Candidate, Double Major in Finance and Marketing
FusionConnect April 2015 - Present
Millennium Systems International June 2013 - Present
Avtech Institute of Technology October 2012 - March 2013
Executive Professional Marketing April 2010 - December 2011
Sensaria January 2009 - January 2010
AXA Advisors May 2007 - May 2008
Team Watch Shop March 2006 - March 2007
NJ Jewish News (NJJN) April 2002 - April 2006
D & B Cosmetics June 1995 - May 2000
Eltman, Eltman and Cooper April 1993 - April 1994
Skills
Sales, Customer Service, Business Development, Account Management, Customer Satisfaction, Cold Calling, Building Relationships, Training, Microsoft Office, CRM, Time Management, Inside Sales, Collections, Telemarketing, Liaison, Warm Calling, Professional Experience, Phone Skills, Highly Reliable, Telephone Skills, Coaching, Recruiting
Education
AVTECH 2012 — 2013
MICROSOFT Course Completion, MICROSOFT Program, GPA 4.0
Baruch College
BBA in Finance and Statistics, Double Major in Finance and Statistics
Pace University - Lubin School of Business
MBA Candidate, Double Major in Finance and Marketing
Eddie Sipershteyn Eddie Sipershteyn's AXA Advisors Experience December 2005 - June 2006
Job Receiving Operations Manager at Restoration Hardware Inc
Industry Financial Services
Experience
Restoration Hardware April 2013 - Present
BMW of Manhattan December 2011 - January 2013
TD Bank January 2010 - November 2011
JPMorgan Chase August 2006 - June 2009
AXA-Advisors December 2005 - June 2006
Sanford C Bernstein January 2003 - October 2003
Skills
Customer Relations, Access, Customer Service, Funding, Investments, Retail, Russian, Excel, PowerPoint, Word, Financial Planning, Cold Calling, Windows, Internet Explorer, Microsoft Windows 98, Netscape Navigator, Windows 95, Operating Systems, Retail Banking, Credit, Banking, Telephone Skills, Microsoft Office, Insurance, Financial Analysis, Teamwork, Problem Solving, Equities, Coaching, Inventory Management, Budgeting, Customer Satisfaction, Team Leadership, Portfolio Management, Forecasting, Analysis, Salesforce.com, Small Business, Market Research, Spreadsheets, Asset Management, Business Planning, Strategy, Strategic Financial..., CRM
Education
Binghamton University 2000 — 2005
Bachelor of Arts, Economics
Binghamton University, State University of New York 2000 — 2005
Bachelor of Arts, Economics
Restoration Hardware April 2013 - Present
BMW of Manhattan December 2011 - January 2013
TD Bank January 2010 - November 2011
JPMorgan Chase August 2006 - June 2009
AXA-Advisors December 2005 - June 2006
Sanford C Bernstein January 2003 - October 2003
Skills
Customer Relations, Access, Customer Service, Funding, Investments, Retail, Russian, Excel, PowerPoint, Word, Financial Planning, Cold Calling, Windows, Internet Explorer, Microsoft Windows 98, Netscape Navigator, Windows 95, Operating Systems, Retail Banking, Credit, Banking, Telephone Skills, Microsoft Office, Insurance, Financial Analysis, Teamwork, Problem Solving, Equities, Coaching, Inventory Management, Budgeting, Customer Satisfaction, Team Leadership, Portfolio Management, Forecasting, Analysis, Salesforce.com, Small Business, Market Research, Spreadsheets, Asset Management, Business Planning, Strategy, Strategic Financial..., CRM
Education
Binghamton University 2000 — 2005
Bachelor of Arts, Economics
Binghamton University, State University of New York 2000 — 2005
Bachelor of Arts, Economics
Jeffrey Plummer, CLU, CFS Jeffrey Plummer, CLU, CFS's AXA Advisors Experience June 2004 - June 2007
Job Lead Regional Vice President at Guardian Life/Park Avenue Securities
Industry Financial Services
Experience
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America February 2013 - December 2013
The Guardian Life Insurance Company of America April 2012 - January 2013
The Guardian Life Insurance Company of America December 2009 - March 2012
John Hancock Financial July 2007 - November 2009
AXA Advisors June 2004 - June 2007
The MONY Group 2001 - 2004
Mutual of New York (MONY) 1988 - 2004
Skills
Leadership, Recruiting, Fixed Annuities, Coaching, Team Building, Strategy, Training, Management, Strategic Financial..., Strategic Planning, Retirement, Retirement Planning, Disability Insurance, Sales Management, Financial Advisory, Insurance, Employee Benefits, Financial Services, Sales, Succession Planning, Marketing, Series 7, Series 24, Business Planning, Executive Management, Finance, Life Insurance, Start-ups
Education
Queens University of Charlotte 2013 — 2015
MBA Student, Marketing
The American College 1990 — 1994
CLU, Financial Planning
Bob Jones University 1982 — 1986
BS, Business Management
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America February 2013 - December 2013
The Guardian Life Insurance Company of America April 2012 - January 2013
The Guardian Life Insurance Company of America December 2009 - March 2012
John Hancock Financial July 2007 - November 2009
AXA Advisors June 2004 - June 2007
The MONY Group 2001 - 2004
Mutual of New York (MONY) 1988 - 2004
Skills
Leadership, Recruiting, Fixed Annuities, Coaching, Team Building, Strategy, Training, Management, Strategic Financial..., Strategic Planning, Retirement, Retirement Planning, Disability Insurance, Sales Management, Financial Advisory, Insurance, Employee Benefits, Financial Services, Sales, Succession Planning, Marketing, Series 7, Series 24, Business Planning, Executive Management, Finance, Life Insurance, Start-ups
Education
Queens University of Charlotte 2013 — 2015
MBA Student, Marketing
The American College 1990 — 1994
CLU, Financial Planning
Bob Jones University 1982 — 1986
BS, Business Management
Bobby Ellis's AXA Advisors Experience July 2008 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2008 - Present
AXA Advisors January 2003 - June 2008
Education
Baylor University
Bachelor of Business Administration (BBA), Double Major: Finance and Marketing
AXA Advisors July 2008 - Present
AXA Advisors January 2003 - June 2008
Education
Baylor University
Bachelor of Business Administration (BBA), Double Major: Finance and Marketing
Mark Pawlowski's AXA Advisors Experience December 2008 - June 2011
Job Fund Administrator at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan July 2011 - January 2013
AXA Advisors December 2008 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science, 2011; Economics-Finance
Royal Melbourne Institute of Technology
Natixis Global Asset Management November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan July 2011 - January 2013
AXA Advisors December 2008 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science, 2011; Economics-Finance
Royal Melbourne Institute of Technology
Steven Benfante's AXA Advisors Experience June 2013 - August 2013
Job Valuation Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
AXA Advisors June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Salesforce.com, Insurance, Sales, Research, Financial Modeling, Valuation, Financial Analysis, Fixed Annuities, Corporate Finance, Bloomberg, Data Analysis, Relationship Management, Teamwork, Bloomberg Terminal, Microsoft Excel, PowerPoint, Team Building, Disaster Recovery, Communication
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Bond University 2012 — 2012
Grant Thornton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
AXA Advisors June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Salesforce.com, Insurance, Sales, Research, Financial Modeling, Valuation, Financial Analysis, Fixed Annuities, Corporate Finance, Bloomberg, Data Analysis, Relationship Management, Teamwork, Bloomberg Terminal, Microsoft Excel, PowerPoint, Team Building, Disaster Recovery, Communication
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Bond University 2012 — 2012
Daniel Librizzi, CFP®, AIF® Daniel Librizzi, CFP®, AIF®'s AXA Advisors Experience August 2010 - June 2014
Job Financial Planning Team at The Capital Management Group of New York
Industry Financial Services
Experience
The Capital Management Group of New York June 2014 - Present
AXA Advisors August 2010 - June 2014
Curian Capital March 2008 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Series 24
Education
State University of New York at Binghamton 1992 — 1996
Bachelors of Science Economics, Statistical Economics
The Capital Management Group of New York June 2014 - Present
AXA Advisors August 2010 - June 2014
Curian Capital March 2008 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Series 24
Education
State University of New York at Binghamton 1992 — 1996
Bachelors of Science Economics, Statistical Economics
Sam Ryzhikov's AXA Advisors Experience January 2010 - February 2011
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. February 2012 - Present
Keystone Trading Concepts October 2010 - September 2011
AXA Advisors January 2010 - February 2011
RAJE 2009 - 2010
Maimonides Medical Center 2008 - 2010
AXA Advisors November 2008 - December 2009
Skills
Road Biking
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance & Investments
New Dorp
finance and investment
JP Morgan Chase Bank N.A. February 2012 - Present
Keystone Trading Concepts October 2010 - September 2011
AXA Advisors January 2010 - February 2011
RAJE 2009 - 2010
Maimonides Medical Center 2008 - 2010
AXA Advisors November 2008 - December 2009
Skills
Road Biking
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance & Investments
New Dorp
finance and investment
Edward Haroian's AXA Advisors Experience May 2012 - August 2012
Job Associate Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
AXA Advisors May 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Abercrombie & Fitch August 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Accounting, Microsoft Word, Management, Bloomberg, Sales, Corporate Finance, Auditing, Investments, Invoicing, SPSS, Entrepreneurship
Education
Bentley University 2010 — 2014
Candidate for Bachelors of Science, Corporate Finance and Accounting
Salem High School 2006 — 2010
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
AXA Advisors May 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Abercrombie & Fitch August 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Accounting, Microsoft Word, Management, Bloomberg, Sales, Corporate Finance, Auditing, Investments, Invoicing, SPSS, Entrepreneurship
Education
Bentley University 2010 — 2014
Candidate for Bachelors of Science, Corporate Finance and Accounting
Salem High School 2006 — 2010
Wesley Drees Wesley Drees's AXA Advisors Experience July 2014 - December 2014
Job Associate Producer at Embassy
Industry Financial Services
Experience
Embassy Creative LLC February 2015 - Present
AXA Advisors July 2014 - December 2014
Schneider Electric July 2013 - June 2014
Baylor University August 2011 - March 2013
Schneider Electric May 2012 - August 2012
Skills
Auditing, Project Finance, Oracle Applications, Project Accounting, Capital Budgeting, Team-oriented, Social Skills, Cost Benefit, ERP, Cognos, Public Speaking, Event Planning, Microsoft Office, Teamwork, PowerPoint, Finance, Sales, Social Media, Social Media Marketing, Financial Analysis, Leadership, Microsoft Excel, Customer Service, Networking, Social Networking, Microsoft Word
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Embassy Creative LLC February 2015 - Present
AXA Advisors July 2014 - December 2014
Schneider Electric July 2013 - June 2014
Baylor University August 2011 - March 2013
Schneider Electric May 2012 - August 2012
Skills
Auditing, Project Finance, Oracle Applications, Project Accounting, Capital Budgeting, Team-oriented, Social Skills, Cost Benefit, ERP, Cognos, Public Speaking, Event Planning, Microsoft Office, Teamwork, PowerPoint, Finance, Sales, Social Media, Social Media Marketing, Financial Analysis, Leadership, Microsoft Excel, Customer Service, Networking, Social Networking, Microsoft Word
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
David Burgelin's AXA Advisors Experience August 2001 - April 2006
Job AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
Brett Ehnot's AXA Advisors Experience May 2013 - March 2014
Job Senior Pricing Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2014 - March 2015
AXA Advisors May 2013 - March 2014
Simoniz USA, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media, Leadership, Public Speaking, Sales, Data Analysis, Outlook, Finance, Management, Marketing, Time Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2014 - March 2015
AXA Advisors May 2013 - March 2014
Simoniz USA, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media, Leadership, Public Speaking, Sales, Data Analysis, Outlook, Finance, Management, Marketing, Time Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Devon Byrt's AXA Advisors Experience June 2012 - August 2012
Job Valuation Analyst Intern at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2015 - August 2015
Trustco Bank September 2013 - May 2014
AXA Advisors June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Leadership, Sales, Finance, Teamwork, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Global Finance, 3.7
Binghamton University, State University of New YorkHarpur College of Arts and Sciences 2009 — 2013
BA, Economics
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts, Harpur - Economics
Duff & Phelps June 2015 - August 2015
Trustco Bank September 2013 - May 2014
AXA Advisors June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Leadership, Sales, Finance, Teamwork, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Global Finance, 3.7
Binghamton University, State University of New YorkHarpur College of Arts and Sciences 2009 — 2013
BA, Economics
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts, Harpur - Economics
Thomas Lukasiewicz Thomas Lukasiewicz's AXA Advisors Experience July 2012 - July 2012
Job Financial Trader | Analyst
Industry Investment Management
Experience
National Securities January 2013 - February 2013
AXA Advisors July 2012 - July 2012
NYC Department of Parks & Recreation July 2007 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, Customer Service, Investments, Day Trading, PowerPoint, Research, Microsoft Word, Strategic Planning, Windows, US Equities, Public Speaking, Social Media, Leadership, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Investments
Brooklyn Technical High School 2003 — 2007
HS Diploma
National Securities January 2013 - February 2013
AXA Advisors July 2012 - July 2012
NYC Department of Parks & Recreation July 2007 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, Customer Service, Investments, Day Trading, PowerPoint, Research, Microsoft Word, Strategic Planning, Windows, US Equities, Public Speaking, Social Media, Leadership, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Investments
Brooklyn Technical High School 2003 — 2007
HS Diploma
Dennis J. Hendricks, MS Dennis J. Hendricks, MS's AXA Advisors Experience April 2002 - July 2005
Job Director, HR Systems at WeWork
Industry Human Resources
Experience
WeWork July 2015 - Present
Accenture February 2013 - Present
McKesson October 2011 - February 2013
McKesson July 2009 - October 2011
InsideTrack February 2008 - July 2009
University of San Francisco August 2006 - May 2008
The Bar Association of San Francisco July 2005 - October 2006
AXA Advisors April 2002 - July 2005
Skills
Interviews, Sourcing, Employment Law, Workforce Planning, Payroll, Leadership, Human Resources, Training, Management, HRIS, Personnel Management, PeopleSoft, Employee Benefits, Strategy, Process Improvement, CRM, Policy, New Hire Orientations, Performance Management, Organizational..., Leadership Development
Education
Villanova University 2011 — 2014
Master's Degree, Human Resources Development
Belmont Abbey College 2001 — 2005
Bachelor's Degree, Psychology
Fort Mill HS
WeWork July 2015 - Present
Accenture February 2013 - Present
McKesson October 2011 - February 2013
McKesson July 2009 - October 2011
InsideTrack February 2008 - July 2009
University of San Francisco August 2006 - May 2008
The Bar Association of San Francisco July 2005 - October 2006
AXA Advisors April 2002 - July 2005
Skills
Interviews, Sourcing, Employment Law, Workforce Planning, Payroll, Leadership, Human Resources, Training, Management, HRIS, Personnel Management, PeopleSoft, Employee Benefits, Strategy, Process Improvement, CRM, Policy, New Hire Orientations, Performance Management, Organizational..., Leadership Development
Education
Villanova University 2011 — 2014
Master's Degree, Human Resources Development
Belmont Abbey College 2001 — 2005
Bachelor's Degree, Psychology
Fort Mill HS
Robert J. Branston Jr.'s AXA Advisors Experience May 2015 - August 2015
Job Student at Bloomsburg University
Industry Financial Services
Experience
AXA Advisors May 2015 - August 2015
Bloomsburg Investment Group October 2013 - March 2015
Simpson and Brown Marine and Land Construction June 2013 - January 2015
Skills
Financial Analysis, Public Speaking, People Skills, Microsoft Office, Succession Planning, Persuasion, Business Intelligence, Stock Market, Business Analysis, Communication, Analysis, Learn New Software..., Marketing, Team Leadership, Teamwork, Strategic Thinking, Business Planning, Critical Thinking, Mathematics, Strategy, Business Strategy, Politics, Problem Solving, PowerPoint, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
North Hunterdon Highschool 2008 — 2012
High School
AXA Advisors May 2015 - August 2015
Bloomsburg Investment Group October 2013 - March 2015
Simpson and Brown Marine and Land Construction June 2013 - January 2015
Skills
Financial Analysis, Public Speaking, People Skills, Microsoft Office, Succession Planning, Persuasion, Business Intelligence, Stock Market, Business Analysis, Communication, Analysis, Learn New Software..., Marketing, Team Leadership, Teamwork, Strategic Thinking, Business Planning, Critical Thinking, Mathematics, Strategy, Business Strategy, Politics, Problem Solving, PowerPoint, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
North Hunterdon Highschool 2008 — 2012
High School
Todd Biela, PMP's AXA Advisors Experience January 2003 - January 2004
Job Senior Project Manager at Agile1
Industry Information Technology and Services
Experience
Agile-1 June 2013 - Present
Pontoon Solutions August 2012 - June 2013
Adecco Staffing October 2010 - June 2013
Community College of Beaver County August 2009 - July 2011
Adecco iSolutions November 2007 - September 2009
Hudson Global Services June 2007 - November 2007
Alcoa Home Exteriors January 2006 - June 2007
SmartOps Corporation August 2005 - January 2006
H&R Block Financial Advisors January 2004 - August 2005
AXA Advisors January 2003 - January 2004
Skills
Certified Project..., Project Implementation, International Project..., Project Coordination, Microsoft Office, Visio, Mind Mapping, Teaching, Training Delivery, Business Analysis, Requirements Analysis, Requirements Gathering, Project Delivery, Project Execution, Project Management, Training, Vendor Management, Business Development, CRM, Program Management, SharePoint, Business Process, Integration, Leadership, Management, Change Management, Team Building, Quality Assurance, ERP, Testing, Analysis, Process Improvement, Sales, Business Process..., Consulting, SDLC, Project Planning, PMO, Resource Management, Start-ups, Cross-functional Team..., Budgets, Team Leadership, Project Portfolio..., Customer Satisfaction, MS Project, Software Project..., Talent Management, Business Intelligence, PMP
Education
Capella University 2007 — 2009
Master's of Science, Information Technology Project Management and Leadership
Villanova University 2006 — 2007
Master's Certificate, Project Management
Robert Morris University 2002 — 2003
M.B.A., Business Administration
West Virginia University 1996 — 1998
M.A., Educational Leadership
Bethany College 1992 — 1996
B.A., Communication
Brooke High School 1989 — 1992
Agile-1 June 2013 - Present
Pontoon Solutions August 2012 - June 2013
Adecco Staffing October 2010 - June 2013
Community College of Beaver County August 2009 - July 2011
Adecco iSolutions November 2007 - September 2009
Hudson Global Services June 2007 - November 2007
Alcoa Home Exteriors January 2006 - June 2007
SmartOps Corporation August 2005 - January 2006
H&R Block Financial Advisors January 2004 - August 2005
AXA Advisors January 2003 - January 2004
Skills
Certified Project..., Project Implementation, International Project..., Project Coordination, Microsoft Office, Visio, Mind Mapping, Teaching, Training Delivery, Business Analysis, Requirements Analysis, Requirements Gathering, Project Delivery, Project Execution, Project Management, Training, Vendor Management, Business Development, CRM, Program Management, SharePoint, Business Process, Integration, Leadership, Management, Change Management, Team Building, Quality Assurance, ERP, Testing, Analysis, Process Improvement, Sales, Business Process..., Consulting, SDLC, Project Planning, PMO, Resource Management, Start-ups, Cross-functional Team..., Budgets, Team Leadership, Project Portfolio..., Customer Satisfaction, MS Project, Software Project..., Talent Management, Business Intelligence, PMP
Education
Capella University 2007 — 2009
Master's of Science, Information Technology Project Management and Leadership
Villanova University 2006 — 2007
Master's Certificate, Project Management
Robert Morris University 2002 — 2003
M.B.A., Business Administration
West Virginia University 1996 — 1998
M.A., Educational Leadership
Bethany College 1992 — 1996
B.A., Communication
Brooke High School 1989 — 1992
Deb Finnegan, CFP®'s AXA Advisors Experience 2002 - 2003
Job
Industry Financial Services
Experience
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Kendall Sanders's AXA Advisors Experience January 2002 - April 2003
Job Experienced Servicing Professional
Industry Banking
Experience
Stonegate Mortgage Corporation July 2013 - Present
Retreat Capital Management, Inc. August 2012 - July 2013
iServe Servicing Inc February 2008 - June 2012
GMAC Mortgage August 2007 - February 2008
GMAC Mortgage November 2006 - July 2007
GMAC Mortgage March 2004 - October 2006
GMAC Mortgage September 2003 - February 2004
AXA Advisors January 2002 - April 2003
Skills
Mortgage Servicing, Loss Mitigation, Loan Servicing, Default, Mortgage Industry, Loan Modifications, Foreclosures, Bankruptcy, Customer Service, Client Liaison, Management, Collections, Process Improvement, Team Leadership, Leadership
Education
Baylor University 1997 — 2001
Bachelor of Business Administration, Marketing & Management
Stonegate Mortgage Corporation July 2013 - Present
Retreat Capital Management, Inc. August 2012 - July 2013
iServe Servicing Inc February 2008 - June 2012
GMAC Mortgage August 2007 - February 2008
GMAC Mortgage November 2006 - July 2007
GMAC Mortgage March 2004 - October 2006
GMAC Mortgage September 2003 - February 2004
AXA Advisors January 2002 - April 2003
Skills
Mortgage Servicing, Loss Mitigation, Loan Servicing, Default, Mortgage Industry, Loan Modifications, Foreclosures, Bankruptcy, Customer Service, Client Liaison, Management, Collections, Process Improvement, Team Leadership, Leadership
Education
Baylor University 1997 — 2001
Bachelor of Business Administration, Marketing & Management
Jennifer Roettger's AXA Advisors Experience June 1995 - December 2000
Job Human Resources, Actavis
Industry Pharmaceuticals
Experience
Watson Pharmaceuticals March 2012 - Present
OSI Pharmaceuticals January 2006 - January 2012
OSI Pharmaceuticals January 2005 - January 2009
Eyetech Pharmaceuticals 2001 - 2005
AXA Advisors June 1995 - December 2000
Skills
Document Management, Compliance, Budget Management, Quality Assurance, Healthcare
Education
Bergen Community College 1992 — 1993
Johnson & Wales University 1991 — 1992
Watson Pharmaceuticals March 2012 - Present
OSI Pharmaceuticals January 2006 - January 2012
OSI Pharmaceuticals January 2005 - January 2009
Eyetech Pharmaceuticals 2001 - 2005
AXA Advisors June 1995 - December 2000
Skills
Document Management, Compliance, Budget Management, Quality Assurance, Healthcare
Education
Bergen Community College 1992 — 1993
Johnson & Wales University 1991 — 1992
Mike Trevenna's AXA Advisors Experience September 2007 - March 2008
Job MP Manager Mobile & Accessories
Industry Retail
Experience
Target September 2014 - Present
Target May 2013 - September 2014
Target March 2011 - April 2013
Stevens Foster Financial Advisors March 2010 - February 2011
Stevens Foster Financial Advisors May 2008 - March 2010
AXA Advisors September 2007 - March 2008
Community Reinvestment Fund June 2006 - August 2007
Skills
Retirement Planning, Series 7, Employee Benefits, Series 63, Life Insurance, Strategic Financial..., Microsoft Excel, Inventory Management, Merchandising, Forecasting, Asset Allocation, Leadership, Strategy
Education
Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Marketing/Management
University of St. Thomas 2004 — 2007
Bachelor, Financial Management
Birkbeck College, University of London 2005 — 2005
Montana Tech of the University of Montana 2003 — 2003
Target September 2014 - Present
Target May 2013 - September 2014
Target March 2011 - April 2013
Stevens Foster Financial Advisors March 2010 - February 2011
Stevens Foster Financial Advisors May 2008 - March 2010
AXA Advisors September 2007 - March 2008
Community Reinvestment Fund June 2006 - August 2007
Skills
Retirement Planning, Series 7, Employee Benefits, Series 63, Life Insurance, Strategic Financial..., Microsoft Excel, Inventory Management, Merchandising, Forecasting, Asset Allocation, Leadership, Strategy
Education
Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Marketing/Management
University of St. Thomas 2004 — 2007
Bachelor, Financial Management
Birkbeck College, University of London 2005 — 2005
Montana Tech of the University of Montana 2003 — 2003
Adam Wasserman's AXA Advisors Experience September 2007 - January 2009
Job Registered Representative at State of Israel Bonds
Industry Financial Services
Experience
State of Israel Bonds April 2011 - Present
Blue Star Jets October 2010 - April 2011
Lenox Advisors February 2009 - October 2010
AXA Advisors September 2007 - January 2009
Jeffrey S. Wasserman Attorney at Law 2004 - 2005
Skills
Investments, Securities, Asset Management, Portfolio Management, Insurance, Financial Services, Disability Insurance, Finance, Long-term Care, Financial Risk, Financial Advisory, Series 7, Fixed Income, Equities, Alternative Investments, Asset Managment, Financial Modeling, Mutual Funds, Series 63, Wealth Management
Education
State University of New York at Binghamton 2004 — 2007
Bachelors, History
Charles University in Prague 2006 — 2006
Half Hollow Hills High School East 2000 — 2003
State of Israel Bonds April 2011 - Present
Blue Star Jets October 2010 - April 2011
Lenox Advisors February 2009 - October 2010
AXA Advisors September 2007 - January 2009
Jeffrey S. Wasserman Attorney at Law 2004 - 2005
Skills
Investments, Securities, Asset Management, Portfolio Management, Insurance, Financial Services, Disability Insurance, Finance, Long-term Care, Financial Risk, Financial Advisory, Series 7, Fixed Income, Equities, Alternative Investments, Asset Managment, Financial Modeling, Mutual Funds, Series 63, Wealth Management
Education
State University of New York at Binghamton 2004 — 2007
Bachelors, History
Charles University in Prague 2006 — 2006
Half Hollow Hills High School East 2000 — 2003
Jarrad Brandt's AXA Advisors Experience August 2007 - September 2008
Job Hospital Sales at IPA
Industry Medical Devices
Experience
IPA January 2015 - Present
ADP Resource December 2011 - January 2015
The Insurance Group September 2008 - June 2011
AXA Advisors August 2007 - September 2008
Carrollton-Farmers Branch ISD January 2000 - August 2007
Skills
CRM, Employee Relations, Leadership, Business Development, Analysis, Strategic Planning, Recruiting, Sales Presentations, Management, Project Planning, Marketing Strategy, Customer Service, Team Building, Customer Retention, Direct Sales, Negotiation, Salesforce.com, Customer Satisfaction, Training, New Business Development, Marketing, Team Leadership, Sales, Insurance, Employee Benefits, Sales Process, Account Management, Coaching, Selling, Sales Operations, Human Resources, Public Speaking, Cold Calling, Contract Negotiation, Sales Management, Leadership Development, Strategy, Lead Generation
Education
Baylor University 1995 — 1999
Bachelor of Arts, History and Secondary Education
IPA January 2015 - Present
ADP Resource December 2011 - January 2015
The Insurance Group September 2008 - June 2011
AXA Advisors August 2007 - September 2008
Carrollton-Farmers Branch ISD January 2000 - August 2007
Skills
CRM, Employee Relations, Leadership, Business Development, Analysis, Strategic Planning, Recruiting, Sales Presentations, Management, Project Planning, Marketing Strategy, Customer Service, Team Building, Customer Retention, Direct Sales, Negotiation, Salesforce.com, Customer Satisfaction, Training, New Business Development, Marketing, Team Leadership, Sales, Insurance, Employee Benefits, Sales Process, Account Management, Coaching, Selling, Sales Operations, Human Resources, Public Speaking, Cold Calling, Contract Negotiation, Sales Management, Leadership Development, Strategy, Lead Generation
Education
Baylor University 1995 — 1999
Bachelor of Arts, History and Secondary Education
Shane Callahan's AXA Advisors Experience January 2005 - June 2008
Job Governance Analyst at TEKsystemsCharles Schwab
Industry Investment Management
Experience
TEKsystems-Charles Schwab October 2014 - Present
Newmont Mining Corporation June 2012 - July 2014
PFG July 2008 - July 2012
AXA Advisors January 2005 - June 2008
Gillette October 2000 - August 2004
Skills
Data Governance, Business Analysis, Finance, Analysis, Microsoft Excel, Access, Management, SAP BW, Process Improvement, Queries, Report Writing, Sarbanes-Oxley Act, Budgeting, Investments
Education
Bentley University 1994 — 1998
BS, Finance
Cushing Academy 1993 — 1994
Bachelor of Science (B.S.), Finance, General
TEKsystems-Charles Schwab October 2014 - Present
Newmont Mining Corporation June 2012 - July 2014
PFG July 2008 - July 2012
AXA Advisors January 2005 - June 2008
Gillette October 2000 - August 2004
Skills
Data Governance, Business Analysis, Finance, Analysis, Microsoft Excel, Access, Management, SAP BW, Process Improvement, Queries, Report Writing, Sarbanes-Oxley Act, Budgeting, Investments
Education
Bentley University 1994 — 1998
BS, Finance
Cushing Academy 1993 — 1994
Bachelor of Science (B.S.), Finance, General
Laura Lea Black Witt, MBA's AXA Advisors Experience August 2009 - August 2012
Job Relationship Manager at 1st Global
Industry Financial Services
Experience
1st Global October 2013 - Present
Capital One Investment Services September 2012 - September 2013
AXA Advisors August 2009 - August 2012
Shollmier Fund 2008 - 2009
Tyson Foods June 2007 - 2009
Education
University of Arkansas 2008 — 2009
MBA, Finance
Baylor University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and International Business
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business
1st Global October 2013 - Present
Capital One Investment Services September 2012 - September 2013
AXA Advisors August 2009 - August 2012
Shollmier Fund 2008 - 2009
Tyson Foods June 2007 - 2009
Education
University of Arkansas 2008 — 2009
MBA, Finance
Baylor University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and International Business
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business
Jason S. Noeldner's AXA Advisors Experience May 2002 - May 2003
Job MDR/Vigilance Manager at Medtronic
Industry Medical Devices
Experience
Medtronic August 2015 - Present
Boston Scientific October 2010 - Present
Boston Scientific February 2010 - September 2010
Boston Scientific June 2006 - February 2010
R&D Systems May 2003 - June 2006
AXA Advisors May 2002 - May 2003
R&D Systems March 2000 - May 2002
Skills
Medical Devices, Quality Assurance, Data Analysis, Product Management, Project Management
Education
Bethel University 2007 — 2009
MBA, Entrepreneurial Management
Luther College 1994 — 1998
BS, Biology
Medtronic August 2015 - Present
Boston Scientific October 2010 - Present
Boston Scientific February 2010 - September 2010
Boston Scientific June 2006 - February 2010
R&D Systems May 2003 - June 2006
AXA Advisors May 2002 - May 2003
R&D Systems March 2000 - May 2002
Skills
Medical Devices, Quality Assurance, Data Analysis, Product Management, Project Management
Education
Bethel University 2007 — 2009
MBA, Entrepreneurial Management
Luther College 1994 — 1998
BS, Biology
Sherryann Persad's AXA Advisors Experience 2010 - 2012
Job Asset Manager at JDS Development Group
Industry Real Estate
Experience
JDS Development Group January 2012 - Present
Property Markets Group January 2010 - Present
AXA Advisors 2010 - 2012
Trinidad and Tobago Electricity Commission 1997 - 2000
Skills
Strategic Financial..., Financial Analysis, Real Estate, Valuation, Employee Benefits, Business Strategy, Asset Management, Project Management, Investments, Human Resources, Finance, Loans, Negotiation, Due Diligence, Microsoft Excel, Portfolio Management, Customer Service, Property Management, Underwriting, Microsoft Office, Securities, Notary Public, Investment Properties, Outlook, Mortgage Lending, Asset Managment, Budgets, Contract Negotiation, Credit, Financial Planning, Banking, Equities
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Financial Planning and Services
Berkeley College 1999 — 2002
Bachelor of Business Administration (BBA), Financial Planning and Services
JDS Development Group January 2012 - Present
Property Markets Group January 2010 - Present
AXA Advisors 2010 - 2012
Trinidad and Tobago Electricity Commission 1997 - 2000
Skills
Strategic Financial..., Financial Analysis, Real Estate, Valuation, Employee Benefits, Business Strategy, Asset Management, Project Management, Investments, Human Resources, Finance, Loans, Negotiation, Due Diligence, Microsoft Excel, Portfolio Management, Customer Service, Property Management, Underwriting, Microsoft Office, Securities, Notary Public, Investment Properties, Outlook, Mortgage Lending, Asset Managment, Budgets, Contract Negotiation, Credit, Financial Planning, Banking, Equities
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Financial Planning and Services
Berkeley College 1999 — 2002
Bachelor of Business Administration (BBA), Financial Planning and Services
Benjamin Byrne's AXA Advisors Experience August 2001 - May 2003
Job President at Byrne Insurance Group
Industry Financial Services
Experience
Byrne Insurance Group May 2003 - Present
AXA Advisors August 2001 - May 2003
Skills
Insurance, Investments, Employee Benefits, Strategic Planning, New Business Development, Retirement Planning, Financial Analysis
Education
Bellarmine University 2008 — 2010
Certificate for Certified Financial Planning
University of Kentucky 1997 — 2001
Management, Finance, Economics
Byrne Insurance Group May 2003 - Present
AXA Advisors August 2001 - May 2003
Skills
Insurance, Investments, Employee Benefits, Strategic Planning, New Business Development, Retirement Planning, Financial Analysis
Education
Bellarmine University 2008 — 2010
Certificate for Certified Financial Planning
University of Kentucky 1997 — 2001
Management, Finance, Economics
Chris Adirente's AXA Advisors Experience October 2000 - February 2006
Job Sales / Marketing and Strategy / Brand Management
Industry Wine and Spirits
Experience
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
Neil Siniscalchi's AXA Advisors Experience
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
AXA Advisors
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
Erol Kececi's AXA Advisors Experience July 2001 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2001 - Present
Citibank December 1993 - February 2001
Skills
Strategic Financial..., Investments, Investment Strategies, Finance, Financial Analysis, Insurance, Business Analysis
Education
Loyola University New Orleans 1984 — 1986
MBA, Finance
Boğaziçi University 1979 — 1983
BS, Mechanical Engineering
AXA Advisors July 2001 - Present
Citibank December 1993 - February 2001
Skills
Strategic Financial..., Investments, Investment Strategies, Finance, Financial Analysis, Insurance, Business Analysis
Education
Loyola University New Orleans 1984 — 1986
MBA, Finance
Boğaziçi University 1979 — 1983
BS, Mechanical Engineering
Terence Picardo's AXA Advisors Experience September 2005 - January 2009
Job Associate Global Client Coordinator at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank December 2014 - Present
Citi July 2012 - November 2014
Traveled, Volunteered and Studied around the world February 2011 - April 2012
J.P. Morgan September 2009 - February 2011
AXA Advisors September 2005 - January 2009
AXA Advisors September 2005 - April 2007
Skills
Wealth Management, Financial Analysis, Investments, Risk Management, Mutual Funds, Portfolio Management, Securities, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Services, Financial Advisory, Strategic Planning, Equities
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investements
Citi Private Bank December 2014 - Present
Citi July 2012 - November 2014
Traveled, Volunteered and Studied around the world February 2011 - April 2012
J.P. Morgan September 2009 - February 2011
AXA Advisors September 2005 - January 2009
AXA Advisors September 2005 - April 2007
Skills
Wealth Management, Financial Analysis, Investments, Risk Management, Mutual Funds, Portfolio Management, Securities, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Services, Financial Advisory, Strategic Planning, Equities
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investements
Nadav Ohana's AXA Advisors Experience November 2008 - January 2009
Job Senior Mortgage Banker at Quikfund
Industry Financial Services
Experience
QuikFund, Inc. November 2012 - Present
Vanguard Funding LLC July 2011 - November 2012
Contour Mortgage Corporation October 2009 - August 2011
Friedman Schnaier & Associates – Prestige Financial January 2009 - August 2009
AXA Advisors November 2008 - January 2009
Consulate General of Israel - EL-AL Israel Airlines (Security Dept.) May 2004 - October 2008
EL-AL Israeli Airlines 2004 - 2008
Skills
Mortgage Banking, Real Estate, FHA, Banking, Credit, Customer Service, Finance, Loan Origination, Loans, Mortgage Lending, Real Estate Financing, Refinance, Residential Mortgages, VA loans
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, Finance
QuikFund, Inc. November 2012 - Present
Vanguard Funding LLC July 2011 - November 2012
Contour Mortgage Corporation October 2009 - August 2011
Friedman Schnaier & Associates – Prestige Financial January 2009 - August 2009
AXA Advisors November 2008 - January 2009
Consulate General of Israel - EL-AL Israel Airlines (Security Dept.) May 2004 - October 2008
EL-AL Israeli Airlines 2004 - 2008
Skills
Mortgage Banking, Real Estate, FHA, Banking, Credit, Customer Service, Finance, Loan Origination, Loans, Mortgage Lending, Real Estate Financing, Refinance, Residential Mortgages, VA loans
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, Finance
Carter Rowles's AXA Advisors Experience 1982 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors 1982 - Present
United States Snow Ski Racing Assocaiton June 1972 - May 1982
Education
The American College 1992 — 2000
ChFC, CLU, Financial Services
Boise State University 1967 — 1971
Business and Law
AXA Advisors 1982 - Present
United States Snow Ski Racing Assocaiton June 1972 - May 1982
Education
The American College 1992 — 2000
ChFC, CLU, Financial Services
Boise State University 1967 — 1971
Business and Law
Sean Tubridy's AXA Advisors Experience July 2014 - Present
Job Consultant at AXA Advisors
Industry Banking
Experience
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
André E. Woodson's AXA Advisors Experience August 2006 - December 2006
Job at
Industry Law Practice
Experience
McGovern Legal Services July 2015 - Present
NJ Division of Law Volunteer Associates in Public Service Program - Securities Fraud Prosecution January 2015 - June 2015
Volunteer Lawyers for Justice October 2014 - December 2014
Morgan Stanley January 2007 - August 2014
AXA Advisors August 2006 - December 2006
Budd Larner, P.C. June 2006 - August 2006
E*TRADE Financial Corporation October 1999 - June 2006
Bank of America May 1998 - October 1999
US Army September 1986 - August 1996
Skills
Securities, Financial Analysis, Investment Brokerage, Financial Services, Capital Markets, Public Speaking, Corporate Finance, Private Equity, Legal Writing, Intellectual Property, Hedge Funds, Litigation, Legal Research, Research, Contract Negotiation, Program Management, Commercial Litigation, Corporate Governance, Negotiation, Cross-functional Team..., Courts, Civil Litigation, Appeals, Corporate Law, Arbitration, Analysis, Westlaw, Mediation, Management, Finance, Licensing, Legal Assistance, Criminal Law, Trials, Real Estate, Financial Risk, Financial Planning, Leadership, Due Diligence, Risk Management, Equities, Financial Reporting
Education
Rutgers University School of Law - Newark 2003 — 2007
JD, Law
Binghamton University - School of Management 1996 — 1998
BS, Finance & Management
Hanging Out Your Shingle
Mediation
Mediation
Mediation
Mediation Training
McGovern Legal Services July 2015 - Present
NJ Division of Law Volunteer Associates in Public Service Program - Securities Fraud Prosecution January 2015 - June 2015
Volunteer Lawyers for Justice October 2014 - December 2014
Morgan Stanley January 2007 - August 2014
AXA Advisors August 2006 - December 2006
Budd Larner, P.C. June 2006 - August 2006
E*TRADE Financial Corporation October 1999 - June 2006
Bank of America May 1998 - October 1999
US Army September 1986 - August 1996
Skills
Securities, Financial Analysis, Investment Brokerage, Financial Services, Capital Markets, Public Speaking, Corporate Finance, Private Equity, Legal Writing, Intellectual Property, Hedge Funds, Litigation, Legal Research, Research, Contract Negotiation, Program Management, Commercial Litigation, Corporate Governance, Negotiation, Cross-functional Team..., Courts, Civil Litigation, Appeals, Corporate Law, Arbitration, Analysis, Westlaw, Mediation, Management, Finance, Licensing, Legal Assistance, Criminal Law, Trials, Real Estate, Financial Risk, Financial Planning, Leadership, Due Diligence, Risk Management, Equities, Financial Reporting
Education
Rutgers University School of Law - Newark 2003 — 2007
JD, Law
Binghamton University - School of Management 1996 — 1998
BS, Finance & Management
Hanging Out Your Shingle
Mediation
Mediation
Mediation
Mediation Training
Tatsiana Nizhevich's AXA Advisors Experience February 2011 - May 2011
Job Operations Analyst
Industry Financial Services
Experience
Morgan Stanley June 2013 - September 2014
Morgan Stanley January 2012 - May 2013
Merrill Lynch September 2011 - December 2011
AXA Advisors February 2011 - May 2011
United Nations July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Trading, Equities, Portfolio Management, Securities, Options, Financial Analysis, Finance, Bloomberg
Education
Baruch College 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2013 - September 2014
Morgan Stanley January 2012 - May 2013
Merrill Lynch September 2011 - December 2011
AXA Advisors February 2011 - May 2011
United Nations July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Trading, Equities, Portfolio Management, Securities, Options, Financial Analysis, Finance, Bloomberg
Education
Baruch College 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Patrick Lynch, AIF®'s AXA Advisors Experience January 2001 - November 2008
Job Comprehensive Wealth Manager
Industry Financial Services
Experience
Diversified Wealth Strategies November 2008 - Present
AXA Advisors January 2001 - November 2008
Education
Binghamton University 2000 — 2001
System Science
State University of New York College at Oswego 1995 — 2000
BS, Business, International Finance
Diversified Wealth Strategies November 2008 - Present
AXA Advisors January 2001 - November 2008
Education
Binghamton University 2000 — 2001
System Science
State University of New York College at Oswego 1995 — 2000
BS, Business, International Finance
Yindran Puspanathan's AXA Advisors Experience March 2010 - August 2010
Job Private Equity Analyst at Rockwood Equity Partners
Industry Investment Banking
Experience
Rockwood Equity Partners September 2015 - Present
Rockwood Equity Partners June 2015 - August 2015
England & Company July 2013 - May 2014
Unicredit June 2012 - August 2012
Mission Markets Inc. September 2011 - December 2011
Credit Suisse November 2011 - November 2011
Barclays Investment Bank November 2011 - November 2011
Protocol Capital Management May 2011 - July 2011
Ziegler Capital Markets September 2010 - December 2010
AXA Advisors March 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree
New York University - Leonard N. Stern School of Business 2009 — 2013
BS
New York University in Prague 2011 — 2011
Global Programs - Semester-long Study Abroad Program
Kolej Universiti Taylor's 2008 — 2009
Cambridge A Levels
Rockwood Equity Partners September 2015 - Present
Rockwood Equity Partners June 2015 - August 2015
England & Company July 2013 - May 2014
Unicredit June 2012 - August 2012
Mission Markets Inc. September 2011 - December 2011
Credit Suisse November 2011 - November 2011
Barclays Investment Bank November 2011 - November 2011
Protocol Capital Management May 2011 - July 2011
Ziegler Capital Markets September 2010 - December 2010
AXA Advisors March 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree
New York University - Leonard N. Stern School of Business 2009 — 2013
BS
New York University in Prague 2011 — 2011
Global Programs - Semester-long Study Abroad Program
Kolej Universiti Taylor's 2008 — 2009
Cambridge A Levels
William Romero's AXA Advisors Experience April 2015 - Present
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
JPMorgan Chase October 2012 - February 2015
JPMorgan Chase June 2010 - October 2012
JPMorgan Chase January 2007 - June 2010
Skills
Credit, Financial Services, Relationship Management, Finance, Management, Asset Management, Portfolio Management, Financial Analysis, Banking, Retail Banking, Fixed Income, Financial Planning, Credit Analysis, Mortgage Lending, Insurance
Education
Baruch College
Bachelor's degree, Finance and Investments
AXA Advisors April 2015 - Present
JPMorgan Chase October 2012 - February 2015
JPMorgan Chase June 2010 - October 2012
JPMorgan Chase January 2007 - June 2010
Skills
Credit, Financial Services, Relationship Management, Finance, Management, Asset Management, Portfolio Management, Financial Analysis, Banking, Retail Banking, Fixed Income, Financial Planning, Credit Analysis, Mortgage Lending, Insurance
Education
Baruch College
Bachelor's degree, Finance and Investments
Yong Wei Tan's AXA Advisors Experience January 2008 - March 2010
Job Inventory & Sales Analyst
Industry Apparel & Fashion
Experience
Garan, Incorporated June 2015 - Present
Air Tiger Express August 2010 - June 2015
US Census Bureau March 2010 - July 2010
AXA Advisors January 2008 - March 2010
Skills
Customer Service, Data Entry, Outlook, Excel, Word, Microsoft Office
Education
City University of New York-Baruch College 2005 — 2009
Bachelor of Business Administration, Finance & Investments
Garan, Incorporated June 2015 - Present
Air Tiger Express August 2010 - June 2015
US Census Bureau March 2010 - July 2010
AXA Advisors January 2008 - March 2010
Skills
Customer Service, Data Entry, Outlook, Excel, Word, Microsoft Office
Education
City University of New York-Baruch College 2005 — 2009
Bachelor of Business Administration, Finance & Investments
Caryn Robey Wilson's AXA Advisors Experience September 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2011 - Present
Skills
Strategic Financial..., Financial Needs Analysis, Small Business..., Business Succession..., Charitable Giving...
Education
Baylor University 2003 — 2008
Bachelor of Business Administration (BBA), Finance; Marketing
AXA Advisors September 2011 - Present
Skills
Strategic Financial..., Financial Needs Analysis, Small Business..., Business Succession..., Charitable Giving...
Education
Baylor University 2003 — 2008
Bachelor of Business Administration (BBA), Finance; Marketing
Ziying Li's AXA Advisors Experience February 2014 - May 2014
Job Actuarial Science/Statistics
Industry Insurance
Experience
Consumer Reports May 2014 - August 2014
AXA Advisors February 2014 - May 2014
Advanced Macroeconomics, Baruch College February 2012 - May 2012
Volunteer Income Tax Assistance (VITA) January 2009 - May 2012
Skills
Proficient in Excel,..., Working knowledge of..., Actuarial Science
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Statistics, 4.00/4.00
Baruch College, CUNY, New York, NY 2008 — 2012
Bachelor of Art, Actuarial Science/ Economics/ Computer Information System, 3.95/4.00
Consumer Reports May 2014 - August 2014
AXA Advisors February 2014 - May 2014
Advanced Macroeconomics, Baruch College February 2012 - May 2012
Volunteer Income Tax Assistance (VITA) January 2009 - May 2012
Skills
Proficient in Excel,..., Working knowledge of..., Actuarial Science
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Statistics, 4.00/4.00
Baruch College, CUNY, New York, NY 2008 — 2012
Bachelor of Art, Actuarial Science/ Economics/ Computer Information System, 3.95/4.00
Mirele Malvataj's AXA Advisors Experience January 2012 - March 2012
Job Business Management & Finance
Industry Financial Services
Experience
AXA Advisors January 2012 - March 2012
Skills
Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Strategic Financial...
Education
City University of New York-Brooklyn College 2009 — 2011
Baruch College 2008 — 2008
AXA Advisors January 2012 - March 2012
Skills
Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Strategic Financial...
Education
City University of New York-Brooklyn College 2009 — 2011
Baruch College 2008 — 2008
Shiyue Liu, CPA's AXA Advisors Experience May 2008 - December 2008
Job
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
JP Morgan Chase May 2011 - August 2012
MetLife January 2009 - May 2009
AXA Advisors May 2008 - December 2008
Siemens January 2007 - May 2007
Skills
Financial Analysis, Financial Modeling, Account Reconciliation, Tax Analysis, Pricing, Microsoft Excel, Bloomberg, Microsoft Word, FAS 157, ERISA, Access, Valuation, Financial Reporting, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
Master of Science, Accounting/Finance
JPMorgan Chase October 2013 - Present
JP Morgan Chase May 2011 - August 2012
MetLife January 2009 - May 2009
AXA Advisors May 2008 - December 2008
Siemens January 2007 - May 2007
Skills
Financial Analysis, Financial Modeling, Account Reconciliation, Tax Analysis, Pricing, Microsoft Excel, Bloomberg, Microsoft Word, FAS 157, ERISA, Access, Valuation, Financial Reporting, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
Master of Science, Accounting/Finance
Sidney A. Sall CLU's AXA Advisors Experience January 1973 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors January 1973 - Present
Skills
Estate Planning..., Retirement Planning..., Executive Benefits...
Education
State University of New York College at Brockport 1966 — 1970
Bachelor of Arts (BA), Philosophy & English
Binghamton University 1970 — 1972
Advanced Studies in Philosophy
Columbia University in the City of New York
Management Certificate Diploma
AXA Advisors January 1973 - Present
Skills
Estate Planning..., Retirement Planning..., Executive Benefits...
Education
State University of New York College at Brockport 1966 — 1970
Bachelor of Arts (BA), Philosophy & English
Binghamton University 1970 — 1972
Advanced Studies in Philosophy
Columbia University in the City of New York
Management Certificate Diploma
Mynor Echeverria's AXA Advisors Experience 2012 - Present
Job Recruiter at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
Skills
Recruiting, College Recruiting, Technical Recruiting, Internet Recruiting, Employee Relations, 401k, Sourcing, Benefits Administration, Financial Services, Insurance, Process Improvement
Education
Berkeley College 2002 — 2007
Bachelor's degree, Business Administration and Management, General
AXA Advisors 2012 - Present
Skills
Recruiting, College Recruiting, Technical Recruiting, Internet Recruiting, Employee Relations, 401k, Sourcing, Benefits Administration, Financial Services, Insurance, Process Improvement
Education
Berkeley College 2002 — 2007
Bachelor's degree, Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO