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
Brian Spaulding Brian Spaulding's AXA Advisors Experience 2010 - 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Jerrold Rosema Jerrold Rosema's AXA Advisors Experience August 2010 - December 2010
Job Consultant at Meridian Compensation Partners, LLC
Industry Management Consulting
Experience
Meridian Compensation Partners, LLC July 2012 - Present
Forester Capital March 2012 - May 2012
Sydney Capital Partners March 2011 - April 2011
AXA Advisors August 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Data Analysis, Leadership, Analysis, Team Leadership
Education
Lake Forest College 2008 — 2012
Bachelor of Arts (B.A.), Finance
University of Virginia 2011 — 2012
Historic Preservation
Boston University 2011 — 2011
Finance
Meridian Compensation Partners, LLC July 2012 - Present
Forester Capital March 2012 - May 2012
Sydney Capital Partners March 2011 - April 2011
AXA Advisors August 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Data Analysis, Leadership, Analysis, Team Leadership
Education
Lake Forest College 2008 — 2012
Bachelor of Arts (B.A.), Finance
University of Virginia 2011 — 2012
Historic Preservation
Boston University 2011 — 2011
Finance
Kenneth Latimer Kenneth Latimer's AXA Advisors Experience November 2010 - April 2011
Job Product Marketing Manager at Nu Skin Enterprises
Industry Consumer Goods
Experience
Nu Skin Enterprises July 2015 - Present
Melaleuca January 2014 - July 2015
Melaleuca October 2012 - January 2014
Melaleuca April 2012 - October 2012
InsideSales.com July 2011 - April 2012
Leadgenix May 2011 - June 2011
Brigham Young University March 2009 - June 2011
AXA Advisors November 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Cold Stone Creamery September 2004 - January 2007
Skills
Brand Management, Marketing Strategy, Project Management, Market Research, Data Analysis, Interpersonal, Hardworking, Microsoft Office, Spanish, Problem Solving, Writing, Analytical Abilities, Salesforce.com, Inside Sales, Online Marketing, Managing Groups, Innovative Problem..., Creative, SPSS, SPIN Selling, Griffin Hill Training, SEO, Google Analytics, Google Adwords, Social Media, CRM Software, Online Advertising, Interpersonal Skill, PowerPoint, Marketing, Management, Marketing Research, CRM, Competitive Analysis, Time Management, Product Development, Leadership
Education
Brigham Young University 2006 — 2012
Bachelor of Science in Management, Marketing Emphasis, 3.49
Orem High School 2003 — 2006
High School Diploma, 3.75
Nu Skin Enterprises July 2015 - Present
Melaleuca January 2014 - July 2015
Melaleuca October 2012 - January 2014
Melaleuca April 2012 - October 2012
InsideSales.com July 2011 - April 2012
Leadgenix May 2011 - June 2011
Brigham Young University March 2009 - June 2011
AXA Advisors November 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Cold Stone Creamery September 2004 - January 2007
Skills
Brand Management, Marketing Strategy, Project Management, Market Research, Data Analysis, Interpersonal, Hardworking, Microsoft Office, Spanish, Problem Solving, Writing, Analytical Abilities, Salesforce.com, Inside Sales, Online Marketing, Managing Groups, Innovative Problem..., Creative, SPSS, SPIN Selling, Griffin Hill Training, SEO, Google Analytics, Google Adwords, Social Media, CRM Software, Online Advertising, Interpersonal Skill, PowerPoint, Marketing, Management, Marketing Research, CRM, Competitive Analysis, Time Management, Product Development, Leadership
Education
Brigham Young University 2006 — 2012
Bachelor of Science in Management, Marketing Emphasis, 3.49
Orem High School 2003 — 2006
High School Diploma, 3.75
Brad Mortensen Brad Mortensen's AXA Advisors Experience November 2013 - April 2015
Job Entrepreneur and Real Estate Investor
Industry Real Estate
Experience
Home Team Investors, LLC October 2014 - Present
AXA Advisors November 2013 - April 2015
JPMorgan Chase April 2010 - November 2013
Wells Fargo November 2009 - April 2010
Safeguard Security & Communications May 2007 - November 2007
Skills
Financial Analysis, Business Strategy
Education
Brigham Young University - Idaho 2013 — 2014
Business Administration and Management, General
Chandler Gilbert Community College 2007 — 2012
Associate's degree, Associate of Business
Higley High School 2003 — 2007
Diploma, General Studies
Home Team Investors, LLC October 2014 - Present
AXA Advisors November 2013 - April 2015
JPMorgan Chase April 2010 - November 2013
Wells Fargo November 2009 - April 2010
Safeguard Security & Communications May 2007 - November 2007
Skills
Financial Analysis, Business Strategy
Education
Brigham Young University - Idaho 2013 — 2014
Business Administration and Management, General
Chandler Gilbert Community College 2007 — 2012
Associate's degree, Associate of Business
Higley High School 2003 — 2007
Diploma, General Studies
Christopher Morrill, ChFC® Christopher Morrill, ChFC®'s AXA Advisors Experience January 2004 - Present
Job Partner at Frandsen Morrill Advisors
Industry Financial Services
Experience
Frandsen Morrill Advisors September 2009 - Present
AXA Advisors January 2004 - Present
The MONY Group January 1998 - January 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Personal Finance, Retirement, Wealth Management, Investment Advisory, Estate Planning, Asset Allocation
Education
Brigham Young University 1993 — 1997
Bachelor of Science (BS), Finance
Brighton High School
The American College
Chartered Financial Consultant
Frandsen Morrill Advisors September 2009 - Present
AXA Advisors January 2004 - Present
The MONY Group January 1998 - January 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Personal Finance, Retirement, Wealth Management, Investment Advisory, Estate Planning, Asset Allocation
Education
Brigham Young University 1993 — 1997
Bachelor of Science (BS), Finance
Brighton High School
The American College
Chartered Financial Consultant
Harold Jones Harold Jones's AXA Advisors Experience December 2011 - Present
Job Financial Advisor AXA Advisors
Industry Investment Management
Experience
AXA Advisors December 2011 - Present
USU Extension Vernal Utah January 2009 - May 2014
Ashley Valley Podiatry July 1992 - September 2011
Skills
Podiatric medicine, Public Speaking, Boating, Water Skiing, Sailing, intarsia, backhoe work, Construction, Carpentry
Education
Brigham Young University 1982 — 1987
BS, Microbiology
VAMC Albuquerque 1991 — 1992
Surgical Residency, Foot and Ankle Surgery, 21 st
California college of Podiatric medicine 1987 — 1991
DPM, Podiatry
AXA Advisors December 2011 - Present
USU Extension Vernal Utah January 2009 - May 2014
Ashley Valley Podiatry July 1992 - September 2011
Skills
Podiatric medicine, Public Speaking, Boating, Water Skiing, Sailing, intarsia, backhoe work, Construction, Carpentry
Education
Brigham Young University 1982 — 1987
BS, Microbiology
VAMC Albuquerque 1991 — 1992
Surgical Residency, Foot and Ankle Surgery, 21 st
California college of Podiatric medicine 1987 — 1991
DPM, Podiatry
Rodolfo Rucco Gandía-Leon Rodolfo Rucco Gandía-Leon's AXA Advisors Experience October 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Zonazul/Bluzone January 1996 - September 2013
Radio Pirata 1986 - 2012
Horizon Music January 1991 - January 1996
Skills
Financial needs analysis, Buy sell agreements, Retirement plans, Insurance, Estate Planning
Education
Boston University 1978 — 1979
Master of Music, Music Composition
Beeklee College of Music 1974 — 1978
Bachelors Degree, Composition
AXA Advisors October 2013 - Present
Zonazul/Bluzone January 1996 - September 2013
Radio Pirata 1986 - 2012
Horizon Music January 1991 - January 1996
Skills
Financial needs analysis, Buy sell agreements, Retirement plans, Insurance, Estate Planning
Education
Boston University 1978 — 1979
Master of Music, Music Composition
Beeklee College of Music 1974 — 1978
Bachelors Degree, Composition
Christopher Caira Christopher Caira's AXA Advisors Experience May 2012 - November 2012
Job Client Operations at State Street Corporation
Industry Financial Services
Experience
State Street February 2013 - Present
The Mergis Group November 2012 - February 2013
Caira Business Forms Inc July 2007 - February 2013
AXA Advisors May 2012 - November 2012
Bryant University September 2008 - May 2012
Skills
Series 7, ETFs, Bloomberg, Securities, Fixed Income, Equities, PowerPoint, PeopleSoft, Life & Health Insurance..., Proficient in Microsoft...
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance and Economics
State Street February 2013 - Present
The Mergis Group November 2012 - February 2013
Caira Business Forms Inc July 2007 - February 2013
AXA Advisors May 2012 - November 2012
Bryant University September 2008 - May 2012
Skills
Series 7, ETFs, Bloomberg, Securities, Fixed Income, Equities, PowerPoint, PeopleSoft, Life & Health Insurance..., Proficient in Microsoft...
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance and Economics
Gretchen Meyer, MBA Gretchen Meyer, MBA's AXA Advisors Experience March 2013 - June 2014
Job Financial Consultant
Industry Financial Services
Experience
Gretchen Meyer Financial July 2014 - Present
AXA Advisors March 2013 - June 2014
Tervis 2012 - 2013
Kurt Salmon 2011 - 2012
National Football League 2005 - 2011
iBOXfilms 2002 - 2005
CCP, a Film Production Company 2001 - 2002
Skills
Strategic Financial..., Budgeting, Retirement Planning, College Education..., Estate Planning, Business Continuity..., Life Insurance, Retirement Plan...
Education
Columbia University - Columbia Business School
MBA, Management
Villanova University - Graduate School of Communication
MA, Communications
Boston University
BFA, Theater Studies
Gretchen Meyer Financial July 2014 - Present
AXA Advisors March 2013 - June 2014
Tervis 2012 - 2013
Kurt Salmon 2011 - 2012
National Football League 2005 - 2011
iBOXfilms 2002 - 2005
CCP, a Film Production Company 2001 - 2002
Skills
Strategic Financial..., Budgeting, Retirement Planning, College Education..., Estate Planning, Business Continuity..., Life Insurance, Retirement Plan...
Education
Columbia University - Columbia Business School
MBA, Management
Villanova University - Graduate School of Communication
MA, Communications
Boston University
BFA, Theater Studies
Beth Crea's AXA Advisors Experience January 2011 - Present
Job Corporate IT Project Coordinator
Industry Information Technology and Services
Experience
FusionStorm September 2015 - Present
AXA Advisors January 2011 - Present
VirtualAssistLive.com April 2009 - 2011
Massachusetts State Police December 1997 - January 2009
Massachusetts State Police Headquarters January 2005 - December 2005
Massachusetts State Police June 1997 - December 1997
Brigham and Women's Hospital January 1990 - January 1997
Skills
Data Analysis, Training, Customer Service, Account Management, Sales, Marketing, Software Documentation, Data Entry, Office Management, Strategic Planning, Leadership, Public Relations, Microsoft Office, Outlook, Legal Research, Microsoft Excel, Negotiation, Government, Social Media, Research, Management
Education
Boston College 1973 — 1977
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
FusionStorm September 2015 - Present
AXA Advisors January 2011 - Present
VirtualAssistLive.com April 2009 - 2011
Massachusetts State Police December 1997 - January 2009
Massachusetts State Police Headquarters January 2005 - December 2005
Massachusetts State Police June 1997 - December 1997
Brigham and Women's Hospital January 1990 - January 1997
Skills
Data Analysis, Training, Customer Service, Account Management, Sales, Marketing, Software Documentation, Data Entry, Office Management, Strategic Planning, Leadership, Public Relations, Microsoft Office, Outlook, Legal Research, Microsoft Excel, Negotiation, Government, Social Media, Research, Management
Education
Boston College 1973 — 1977
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Melissa Robey Melissa Robey's AXA Advisors Experience August 2010 - June 2011
Job Realtor for Minegar Gamble Real Estate
Industry Real Estate
Experience
Keller Williams Realty Services March 2013 - Present
IBF June 2011 - May 2013
AXA Advisors August 2010 - June 2011
Dbot5 March 2010 - June 2011
Challenger Management November 2007 - March 2011
Jamaca Me Tan January 2006 - July 2009
Skills
Sales, Customer Service, Social Media Marketing, Advertising, Marketing, Social Media, Event Planning, Marketing Communications, Facebook, Market Research, Event Management, Time Management, First Time Home Buyers, Real Estate, Social Networking, Account Management, Marketing Strategy, Recruiting, Interviews, Email Marketing, B2B, Trade Shows, New Business Development
Education
Boise State University 2006 — 2010
BBA, Business Marketing
Keller Williams Realty Services March 2013 - Present
IBF June 2011 - May 2013
AXA Advisors August 2010 - June 2011
Dbot5 March 2010 - June 2011
Challenger Management November 2007 - March 2011
Jamaca Me Tan January 2006 - July 2009
Skills
Sales, Customer Service, Social Media Marketing, Advertising, Marketing, Social Media, Event Planning, Marketing Communications, Facebook, Market Research, Event Management, Time Management, First Time Home Buyers, Real Estate, Social Networking, Account Management, Marketing Strategy, Recruiting, Interviews, Email Marketing, B2B, Trade Shows, New Business Development
Education
Boise State University 2006 — 2010
BBA, Business Marketing
Howard L. Ebo Howard L. Ebo's AXA Advisors Experience June 2009 - November 2010
Job Managing Partner at Commonwealth of Atlanta LLC
Industry Financial Services
Experience
Commonwealth of Atlanta LLC December 2014 - Present
Commonwealth of Atlanta December 2012 - December 2014
Principal Financial Group November 2010 - October 2012
AXA Advisors June 2009 - November 2010
Ebo Holdings LLC May 2004 - November 2009
Cox Radio July 2003 - June 2004
Clear Channel Radio October 2002 - June 2003
Skills
Investments, Insurance, Risk Management, Retirement Planning, Budgets, Financial Services, 401k, Wealth, Management, Sales, Retirement, Advertising, New Business Development, Series 7, Strategic Financial..., Mutual Funds, Marketing Strategy, Digital Media, Business Development, Marketing
Education
Bryant & Stratton College 1981 — 1983
Assoc, Marketing
Medaille College 1976 — 1981
BA, Media Communications
Commonwealth of Atlanta LLC December 2014 - Present
Commonwealth of Atlanta December 2012 - December 2014
Principal Financial Group November 2010 - October 2012
AXA Advisors June 2009 - November 2010
Ebo Holdings LLC May 2004 - November 2009
Cox Radio July 2003 - June 2004
Clear Channel Radio October 2002 - June 2003
Skills
Investments, Insurance, Risk Management, Retirement Planning, Budgets, Financial Services, 401k, Wealth, Management, Sales, Retirement, Advertising, New Business Development, Series 7, Strategic Financial..., Mutual Funds, Marketing Strategy, Digital Media, Business Development, Marketing
Education
Bryant & Stratton College 1981 — 1983
Assoc, Marketing
Medaille College 1976 — 1981
BA, Media Communications
Timothy Barramen's AXA Advisors Experience October 2014 - May 2015
Job Client Operations Associate II at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
AXA Advisors October 2014 - May 2015
ONEtoONE Corporate Finance January 2014 - May 2014
Shift Forex May 2013 - August 2013
Clancy Moving Systems May 2011 - August 2012
Skills
Microsoft Excel, Finance, Accounting, PowerPoint, Spanish-speaking, Microsoft Word, Social Media, Statistics, Teamwork, Organizational Behavior, Team-oriented, Mergers & Acquisitions, Financial Accounting, Highly Dedicated, Sales, Sales Process, Leadership, Financial Modeling, Facebook, Customer Service, Economics, Data Analysis, Financial Analysis, English & Spanish..., Logistics Management, Logistics Systems, Team Leadership, CRM databases, Cold Calling, Market Research, Portfolio Management
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Management
Pawling High School 2007 — 2011
3.86
State Street June 2015 - Present
AXA Advisors October 2014 - May 2015
ONEtoONE Corporate Finance January 2014 - May 2014
Shift Forex May 2013 - August 2013
Clancy Moving Systems May 2011 - August 2012
Skills
Microsoft Excel, Finance, Accounting, PowerPoint, Spanish-speaking, Microsoft Word, Social Media, Statistics, Teamwork, Organizational Behavior, Team-oriented, Mergers & Acquisitions, Financial Accounting, Highly Dedicated, Sales, Sales Process, Leadership, Financial Modeling, Facebook, Customer Service, Economics, Data Analysis, Financial Analysis, English & Spanish..., Logistics Management, Logistics Systems, Team Leadership, CRM databases, Cold Calling, Market Research, Portfolio Management
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Management
Pawling High School 2007 — 2011
3.86
Bryce Goettel Bryce Goettel's AXA Advisors Experience December 2008 - July 2012
Job Director of Client Services at EduTrek
Industry Financial Services
Experience
EduTrek September 2015 - Present
Edutrek LLC November 2013 - August 2015
E*TRADE Financial August 2012 - June 2013
AXA Advisors December 2008 - July 2012
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Retirement, Financial Planning, Finance, Wealth Management, Portfolio Creation, Salesforce.com, Uniform Combined State..., Fixed Annuities, Investments, Sales, Series 7, Series 63, Financial Advisory, Team Leadership, Mutual Funds, Investment Advisory, Public Speaking, Time Management, Business Decision Making, Insurance, Risk Analysis, Mentoring, Digital Marketing, Strategic Planning, CRM, Coaching, Teaching, Sales Management, Statistics, Stata, active listening, Critical Thinking, Persuasion, Social Perceptiveness, Reading Comprehension, Active Learning, Asset Allocation, Marketing, Lead Generation, Investment Strategies, Management
Education
Brigham Young University 2006 — 2008
Bachelor of Arts (B.A.), Economics
EduTrek September 2015 - Present
Edutrek LLC November 2013 - August 2015
E*TRADE Financial August 2012 - June 2013
AXA Advisors December 2008 - July 2012
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Retirement, Financial Planning, Finance, Wealth Management, Portfolio Creation, Salesforce.com, Uniform Combined State..., Fixed Annuities, Investments, Sales, Series 7, Series 63, Financial Advisory, Team Leadership, Mutual Funds, Investment Advisory, Public Speaking, Time Management, Business Decision Making, Insurance, Risk Analysis, Mentoring, Digital Marketing, Strategic Planning, CRM, Coaching, Teaching, Sales Management, Statistics, Stata, active listening, Critical Thinking, Persuasion, Social Perceptiveness, Reading Comprehension, Active Learning, Asset Allocation, Marketing, Lead Generation, Investment Strategies, Management
Education
Brigham Young University 2006 — 2008
Bachelor of Arts (B.A.), Economics
Helen Hogan Helen Hogan's AXA Advisors Experience November 2004 - November 2007
Job Financial Advisor, Securities America Inc | Investment Management & Family Protection, 80 Broad, Suite 5M, Red Bank, NJ
Industry Financial Services
Experience
SFS, Inc. October 2010 - November 2014
Professional Economic Growth Group November 2007 - October 2010
AXA Advisors November 2004 - November 2007
Avaya 2004 - 2004
Synchronoss Technologies 2002 - 2003
Omnichoice 2001 - 2002
Telcordia Technologies August 2000 - March 2001
AT&T Solutions 1996 - 2000
Bellcore July 1981 - November 1996
Skills
Financial Planning, Investments, Insursance, Small Business, Retirement Planning, 401k, Retirement, Strategic Planning, New Business Development, Series 7, Marketing, Team Building, Project Management, Start-ups, Public Speaking, Disability Insurance, Coaching, Mutual Funds, Strategic Financial..., Insurance, Financial Analysis, Fixed Annuities, Financial Services, IRAs
Education
California State University-Dominguez Hills 1984 — 1985
BA, Psychology
Brandeis University 1978 — 1979
Psychology
SFS, Inc. October 2010 - November 2014
Professional Economic Growth Group November 2007 - October 2010
AXA Advisors November 2004 - November 2007
Avaya 2004 - 2004
Synchronoss Technologies 2002 - 2003
Omnichoice 2001 - 2002
Telcordia Technologies August 2000 - March 2001
AT&T Solutions 1996 - 2000
Bellcore July 1981 - November 1996
Skills
Financial Planning, Investments, Insursance, Small Business, Retirement Planning, 401k, Retirement, Strategic Planning, New Business Development, Series 7, Marketing, Team Building, Project Management, Start-ups, Public Speaking, Disability Insurance, Coaching, Mutual Funds, Strategic Financial..., Insurance, Financial Analysis, Fixed Annuities, Financial Services, IRAs
Education
California State University-Dominguez Hills 1984 — 1985
BA, Psychology
Brandeis University 1978 — 1979
Psychology
Noah Ellis Noah Ellis's AXA Advisors Experience May 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Ellis Instruments 2011 - 2012
Skills
Spanish-speaking, Social Networking, Wealth Management, Retirement Planning, Investment Planning, Financial Analysis, Sales Presentations, Series 7, Series 66, People-oriented, Advertising, Marketing Communications, Social Media Marketing, Connecting People, Creative Problem Solving, Team Leadership, Health Insurance, Life Insurance
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Business Administration, Marketing, Spanish
AXA Advisors May 2014 - Present
Ellis Instruments 2011 - 2012
Skills
Spanish-speaking, Social Networking, Wealth Management, Retirement Planning, Investment Planning, Financial Analysis, Sales Presentations, Series 7, Series 66, People-oriented, Advertising, Marketing Communications, Social Media Marketing, Connecting People, Creative Problem Solving, Team Leadership, Health Insurance, Life Insurance
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Business Administration, Marketing, Spanish
Nicholas Pierandri's AXA Advisors Experience October 2010 - October 2013
Job Financial Advisor Rochester Region, Northwest Trust & Investment Division at Northwest Savings Bank
Industry Financial Services
Experience
Syracuse University Men's Hockey - ACHA Division I September 2013 - Present
Northwest Savings Bank October 2013 - April 2015
AXA Advisors October 2010 - October 2013
UBS Financial Services, Inc. April 2007 - March 2009
Skills
Fixed Annuities, Insurance, Finance, Customer Service, Wealth Management, Leadership
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics
Salisbury School
Syracuse University Men's Hockey - ACHA Division I September 2013 - Present
Northwest Savings Bank October 2013 - April 2015
AXA Advisors October 2010 - October 2013
UBS Financial Services, Inc. April 2007 - March 2009
Skills
Fixed Annuities, Insurance, Finance, Customer Service, Wealth Management, Leadership
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics
Salisbury School
Jeanette Jankiewicz's AXA Advisors Experience October 2005 - May 2006
Job Director of Operations at MHW, Ltd.
Industry Import and Export
Experience
MHW, Ltd. May 2013 - Present
MHW LTD June 2006 - May 2013
AXA Advisors October 2005 - May 2006
Skills
Wine Tasting, Sales Management, Retail, Logistics, Wine, Alcoholic Beverages, Import, Brand Development, Management, Event Planning, FMCG, Trade Marketing, Market Research, Pricing, Food, Marketing Strategy, Customer Service, Beer, Winemaking, Brand Management, Marketing Management
Education
Boston University 2000 — 2004
Bachelor, International Relations
MHW, Ltd. May 2013 - Present
MHW LTD June 2006 - May 2013
AXA Advisors October 2005 - May 2006
Skills
Wine Tasting, Sales Management, Retail, Logistics, Wine, Alcoholic Beverages, Import, Brand Development, Management, Event Planning, FMCG, Trade Marketing, Market Research, Pricing, Food, Marketing Strategy, Customer Service, Beer, Winemaking, Brand Management, Marketing Management
Education
Boston University 2000 — 2004
Bachelor, International Relations
Lia Barber's AXA Advisors Experience July 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
UBS June 2014 - August 2014
Kinsale Capital Management March 2014 - April 2014
UBS May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, English, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
B.S.B.A, Business Administration, Finance Concentration
Immaculate Heart Academy 2007 — 2011
Highschool, Academics
AXA Advisors July 2015 - Present
UBS June 2014 - August 2014
Kinsale Capital Management March 2014 - April 2014
UBS May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, English, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
B.S.B.A, Business Administration, Finance Concentration
Immaculate Heart Academy 2007 — 2011
Highschool, Academics
Connor Sweeney's AXA Advisors Experience November 2012 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Citizens Bank June 2011 - August 2011
Syracuse Office Environments May 2010 - August 2010
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Financial Services
AXA Advisors November 2012 - Present
Citizens Bank June 2011 - August 2011
Syracuse Office Environments May 2010 - August 2010
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Financial Services
Rachel Luciano Rachel Luciano's AXA Advisors Experience May 2012 - December 2012
Job Manager, Marketing and Development at Junior Achievement of NJ
Industry Human Resources
Experience
Junior Achievement of NJ July 2015 - Present
Junior Achievement of New Jersey July 2013 - July 2015
Coupon Doc March 2013 - July 2013
Armour Beauty June 2012 - June 2013
Junior Achievement of New Jersey January 2013 - May 2013
AXA Advisors May 2012 - December 2012
Ranney School June 2011 - August 2012
Skills
Microsoft Office, Recruiting, Presentations, Social Media Marketing, Succession Planning, Onboarding, College Recruiting, Talent Acquisition, Human Resources, Employee Relations, HRIS, New Hire Orientations, Talent Management, Technical Recruiting, Performance Management, Employee Engagement, Sourcing, Time Management, Leadership, Applicant Tracking...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Human Resource Management, Psychology
Brookdale Community College 2009 — 2010
Associate of Arts (A.A.), Education
Junior Achievement of NJ July 2015 - Present
Junior Achievement of New Jersey July 2013 - July 2015
Coupon Doc March 2013 - July 2013
Armour Beauty June 2012 - June 2013
Junior Achievement of New Jersey January 2013 - May 2013
AXA Advisors May 2012 - December 2012
Ranney School June 2011 - August 2012
Skills
Microsoft Office, Recruiting, Presentations, Social Media Marketing, Succession Planning, Onboarding, College Recruiting, Talent Acquisition, Human Resources, Employee Relations, HRIS, New Hire Orientations, Talent Management, Technical Recruiting, Performance Management, Employee Engagement, Sourcing, Time Management, Leadership, Applicant Tracking...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Human Resource Management, Psychology
Brookdale Community College 2009 — 2010
Associate of Arts (A.A.), Education
Carol Doyle's AXA Advisors Experience September 2013 - June 2015
Job Director of Business Development at The Falcon Financial Group, LLC
Industry Financial Services
Experience
The Falcon Financial Group, LLC July 2015 - Present
AXA Advisors September 2013 - June 2015
The Scholarship Fund for Inner-City Children April 2013 - September 2013
Fitch Ratings March 1990 - March 2011
J.C. Bradford & Co. 1987 - 1989
Skills
Financial Analysis, Management, Market Research, Marketing Strategy, Marketing Communications, Investor Relations, Investments, Finance, Marketing, Securities, Leadership, Fixed Income, Team Building, Capital Markets, Ratings, Event Planning, Business Development, Financial Services, Corporate Finance, Credit Analysis, Compliance, New Business Development, Mutual Funds, Volunteer Management, Grant Writing, Building Relationships
Education
Bucknell University
BA, English, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
The Falcon Financial Group, LLC July 2015 - Present
AXA Advisors September 2013 - June 2015
The Scholarship Fund for Inner-City Children April 2013 - September 2013
Fitch Ratings March 1990 - March 2011
J.C. Bradford & Co. 1987 - 1989
Skills
Financial Analysis, Management, Market Research, Marketing Strategy, Marketing Communications, Investor Relations, Investments, Finance, Marketing, Securities, Leadership, Fixed Income, Team Building, Capital Markets, Ratings, Event Planning, Business Development, Financial Services, Corporate Finance, Credit Analysis, Compliance, New Business Development, Mutual Funds, Volunteer Management, Grant Writing, Building Relationships
Education
Bucknell University
BA, English, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Anthony Stacey Anthony Stacey's AXA Advisors Experience April 2012 - March 2014
Job Bowling Green State University
Industry Sports
Experience
Bowling Green State University April 2015 - Present
Sandusky City Schools May 2014 - June 2015
AXA Advisors April 2012 - March 2014
Prudential Financial February 2011 - April 2012
Skills
Head Basketball Coach..., Retirement Planning, Fixed Annuities, Series 6, IRAs, Wealth Accumulation, Mutual Funds, Retirement, Variable Annuities, Roth IRA
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (BA), Interpersonal Communications
Midview High School 1991 — 1995
Bowling Green State University April 2015 - Present
Sandusky City Schools May 2014 - June 2015
AXA Advisors April 2012 - March 2014
Prudential Financial February 2011 - April 2012
Skills
Head Basketball Coach..., Retirement Planning, Fixed Annuities, Series 6, IRAs, Wealth Accumulation, Mutual Funds, Retirement, Variable Annuities, Roth IRA
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (BA), Interpersonal Communications
Midview High School 1991 — 1995
Brian Edward McGuinness Brian Edward McGuinness's AXA Advisors Experience August 2006 - Present
Job Financial Consultant at AXA
Industry Financial Services
Experience
AXA Advisors August 2006 - Present
Morgan Stanley July 2004 - July 2006
Skills
Financial Planning, Securities, Insurance, Risk Management, Small Business, Asset Management, Disability Insurance, Estate Planning, Succession Planning, Long Term Care, Health Insurance, 401k, Retirement Planning
Education
Boston University 2001 — 2004
Business & Sociology
Boston College High School
Valley Forge Military Academy & College
AXA Advisors August 2006 - Present
Morgan Stanley July 2004 - July 2006
Skills
Financial Planning, Securities, Insurance, Risk Management, Small Business, Asset Management, Disability Insurance, Estate Planning, Succession Planning, Long Term Care, Health Insurance, 401k, Retirement Planning
Education
Boston University 2001 — 2004
Business & Sociology
Boston College High School
Valley Forge Military Academy & College
Austin Kelly Austin Kelly's AXA Advisors Experience March 2006 - Present
Job Certified Financial Planner at AXA Advisors, LLC
Industry Financial Services
Experience
The BlackOak Group, LLC August 2011 - Present
AXA Advisors March 2006 - Present
AXA Advisors November 2010 - August 2011
Skills
Insurance, Qualified Retirement..., Estate Planning, Retirement, Investments, Retirement Planning, 401k, Financial Planning, Life Insurance, Financial Services, Finance, Mutual Funds, Employee Benefits
Education
Wharton Business School 2012 — 2012
Certificate, Retirement Planning
Bryant and Stratton College 2008 — 2009
Certified Financial Planner, Finance
Northeastern University 1997 — 2002
Bachelor of Science (BS), Business Administration and Entrprenuership
souhegan
souhegan
souhegan
The BlackOak Group, LLC August 2011 - Present
AXA Advisors March 2006 - Present
AXA Advisors November 2010 - August 2011
Skills
Insurance, Qualified Retirement..., Estate Planning, Retirement, Investments, Retirement Planning, 401k, Financial Planning, Life Insurance, Financial Services, Finance, Mutual Funds, Employee Benefits
Education
Wharton Business School 2012 — 2012
Certificate, Retirement Planning
Bryant and Stratton College 2008 — 2009
Certified Financial Planner, Finance
Northeastern University 1997 — 2002
Bachelor of Science (BS), Business Administration and Entrprenuership
souhegan
souhegan
souhegan
Wayne Sackley Wayne Sackley's AXA Advisors Experience July 2012 - September 2012
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Lisa Hoffman Lisa Hoffman's AXA Advisors Experience June 2015 - Present
Job Financial Consultant, Retirement Benefits Group, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
State Farm Insurance Agency July 2012 - February 2015
GTO Development, LLC August 2006 - January 2009
Self Employed / Consulting 1997 - 2006
Hoffman Development Co. 1998 - 2003
Skills
Marketing Strategy, Marketing, Project Management, Leadership, Training, Social Media Marketing, Budgets, Negotiation, Insurance, Product Development, Sales, Social Networking, Account Management, Selling, Real Estate, Management Consulting, Project Planning, Contract Negotiation, Customer Service, Entrepreneurship, Advertising, Business Development, New Business Development, Investments, Life Insurance, Small Business, Finance
Education
University of Nevada-Reno
Bachelor of Business Administration - Marketing
Cabrillo College 2010 — 2011
Digital Media
AXA Advisors June 2015 - Present
State Farm Insurance Agency July 2012 - February 2015
GTO Development, LLC August 2006 - January 2009
Self Employed / Consulting 1997 - 2006
Hoffman Development Co. 1998 - 2003
Skills
Marketing Strategy, Marketing, Project Management, Leadership, Training, Social Media Marketing, Budgets, Negotiation, Insurance, Product Development, Sales, Social Networking, Account Management, Selling, Real Estate, Management Consulting, Project Planning, Contract Negotiation, Customer Service, Entrepreneurship, Advertising, Business Development, New Business Development, Investments, Life Insurance, Small Business, Finance
Education
University of Nevada-Reno
Bachelor of Business Administration - Marketing
Cabrillo College 2010 — 2011
Digital Media
Georges Merrell's AXA Advisors Experience May 2015 - August 2015
Job Sophomore at Boston College
Industry
Experience
The Heights, Inc. December 2014 - Present
AXA Advisors May 2015 - August 2015
Rhinegeist Brewery May 2015 - August 2015
Cincinnati Symphony Orchestra - Music and Event Management, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Writing, Microsoft Word, Editing, News Writing, Marketing, Social Media, PowerPoint
Education
Boston College 2013 — 2017
Bachelor's Degree, Economics, Philosophy
The Heights, Inc. December 2014 - Present
AXA Advisors May 2015 - August 2015
Rhinegeist Brewery May 2015 - August 2015
Cincinnati Symphony Orchestra - Music and Event Management, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Writing, Microsoft Word, Editing, News Writing, Marketing, Social Media, PowerPoint
Education
Boston College 2013 — 2017
Bachelor's Degree, Economics, Philosophy
Pete Mehlert's AXA Advisors Experience July 2013 - Present
Job Associate at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
Morgan, Lewis & Bockius LLP January 2013 - May 2013
Max Brenner July 2012 - December 2012
Bethesda Soccer Club May 2007 - December 2011
Hillstone Restaurant May 2011 - August 2011
Sequoia Restaurant May 2009 - August 2010
McKenna Center August 2004 - June 2008
Skills
PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Spanish, Series 7, Microsoft Office, Microsoft Excel, Customer Service, Research, Photoshop, Sales, Team Leadership, Time Management, Social Media Marketing, Public Relations, Event Management, Data Analysis, Mac
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance
AXA Advisors July 2013 - Present
Morgan, Lewis & Bockius LLP January 2013 - May 2013
Max Brenner July 2012 - December 2012
Bethesda Soccer Club May 2007 - December 2011
Hillstone Restaurant May 2011 - August 2011
Sequoia Restaurant May 2009 - August 2010
McKenna Center August 2004 - June 2008
Skills
PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Spanish, Series 7, Microsoft Office, Microsoft Excel, Customer Service, Research, Photoshop, Sales, Team Leadership, Time Management, Social Media Marketing, Public Relations, Event Management, Data Analysis, Mac
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance
Jim Altebrando Jim Altebrando's AXA Advisors Experience 2013 - Present
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2013 - Present
Skills
Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Banners, Financial Services, Health Insurance, Term Life Insurance, Disability Insurance, Qualified Retirement..., Retirement Benefits, Investment Strategies, Long Term Care Insurance
Education
Boston College
MBA, Finance, General
Merrimack College
BS, Finance
AXA Advisors 2013 - Present
Skills
Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Banners, Financial Services, Health Insurance, Term Life Insurance, Disability Insurance, Qualified Retirement..., Retirement Benefits, Investment Strategies, Long Term Care Insurance
Education
Boston College
MBA, Finance, General
Merrimack College
BS, Finance
Kyle Gajowski Kyle Gajowski's AXA Advisors Experience August 2014 - Present
Job Financial Professional at AXA Advisors
Industry Higher Education
Experience
AXA Advisors August 2014 - Present
Best Buy June 2013 - July 2014
Skills
Retirement Planning, STRS, SERS, OPERS,..., 403(b), Insurance Planning, Annuity Strategies, Wealth Accumulation...
Education
Bowling Green State University 2010 — 2014
Bachelor's Degree, Finance
AXA Advisors August 2014 - Present
Best Buy June 2013 - July 2014
Skills
Retirement Planning, STRS, SERS, OPERS,..., 403(b), Insurance Planning, Annuity Strategies, Wealth Accumulation...
Education
Bowling Green State University 2010 — 2014
Bachelor's Degree, Finance
Kristi Morgan Kristi Morgan's AXA Advisors Experience May 2004 - Present
Job Client Service Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Organization, Time Management, Manage Client..., Customer Service, Office Administration
Education
Bryant & Stratton College - Henrietta 2001 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Spencerport Central School District
AXA Advisors May 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Organization, Time Management, Manage Client..., Customer Service, Office Administration
Education
Bryant & Stratton College - Henrietta 2001 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Spencerport Central School District
Stephen DiCarlo Jr's AXA Advisors Experience December 2013 - February 2014
Job Finance Professional
Industry Financial Services
Experience
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
Brandon Friday Brandon Friday's AXA Advisors Experience July 2008 - December 2012
Job Senior Financial Professional at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources January 2013 - Present
AXA Advisors July 2008 - December 2012
Education
Bucknell University 2004 — 2008
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
St. Joseph's Prep 2000 — 2004
Firstrust Financial Resources January 2013 - Present
AXA Advisors July 2008 - December 2012
Education
Bucknell University 2004 — 2008
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
St. Joseph's Prep 2000 — 2004
Alexander Spaeth's AXA Advisors Experience March 2009 - August 2009
Job Project Coordinator at CUNA Mutual Group
Industry Management Consulting
Experience
CUNA Mutual Group November 2014 - Present
Lytefyre, LLC January 2014 - Present
Epic May 2012 - December 2013
Northwestern Mutual Financial Network June 2011 - November 2011
The Bostonian Group May 2010 - October 2010
AXA Advisors March 2009 - August 2009
AXA Advisors May 2008 - August 2008
Skills
Investments, Insurance, Microsoft Excel, Sales, Project Management, Finance, Start-ups, Training, Management, Research
Education
Boston College 2007 — 2011
BS, Finance and Information Systems
Marquette University High School 2003 — 2007
CUNA Mutual Group November 2014 - Present
Lytefyre, LLC January 2014 - Present
Epic May 2012 - December 2013
Northwestern Mutual Financial Network June 2011 - November 2011
The Bostonian Group May 2010 - October 2010
AXA Advisors March 2009 - August 2009
AXA Advisors May 2008 - August 2008
Skills
Investments, Insurance, Microsoft Excel, Sales, Project Management, Finance, Start-ups, Training, Management, Research
Education
Boston College 2007 — 2011
BS, Finance and Information Systems
Marquette University High School 2003 — 2007
Dave Frook's AXA Advisors Experience November 2009 - June 2011
Job Financial Planner with Bruning State Bank Wealth Management through Securities America
Industry Financial Services
Experience
Bruning State Bank Wealth Management July 2011 - Present
AXA Advisors November 2009 - June 2011
TreeLine Homes, Inc. February 2008 - August 2009
John Laing Homes September 2001 - February 2008
360networks 2000 - 2001
Shea Homes 1998 - 2000
Pulte Homes 1995 - 1998
U.S. Army July 1985 - June 1987
Skills
Investments, Strategic Financial..., Retirement Planning, Budgets, Wealth Management, Financial Analysis, Insurance, Small Business, Negotiation, Customer Service, Purchasing, Series 7, Financial Advisory, Estate Planning, Long Term Care Insurance, Securities, Contract Negotiation, Problem Solving, Mutual Funds, Risk Management, Portfolio Management, Process Improvement, Leadership, Strategy, Retirement, Investment Advisory, Investment Management, Start-ups, FINRA, Asset Management, Succession Planning, Management, Credit, Financial Risk, Fixed Annuities, Uniform Combined State..., Employee Benefits, Finance, CRM, Real Estate, Long-term Care, Budgeting, Planning/Scheduling, Series 66, Annuity, Long Term Care, Risk, Financial Planning, Annuities
Education
Michigan State University
Bachelor of Science, Building Construction Management
Boston University
Financial Planning and Services
Financial Peace University 2007 — 2007
Personal Financial and Insurance Planning
University of Maryland - Bamberg, Germany 1986 — 1987
Business Management, general coursework
Bruning State Bank Wealth Management July 2011 - Present
AXA Advisors November 2009 - June 2011
TreeLine Homes, Inc. February 2008 - August 2009
John Laing Homes September 2001 - February 2008
360networks 2000 - 2001
Shea Homes 1998 - 2000
Pulte Homes 1995 - 1998
U.S. Army July 1985 - June 1987
Skills
Investments, Strategic Financial..., Retirement Planning, Budgets, Wealth Management, Financial Analysis, Insurance, Small Business, Negotiation, Customer Service, Purchasing, Series 7, Financial Advisory, Estate Planning, Long Term Care Insurance, Securities, Contract Negotiation, Problem Solving, Mutual Funds, Risk Management, Portfolio Management, Process Improvement, Leadership, Strategy, Retirement, Investment Advisory, Investment Management, Start-ups, FINRA, Asset Management, Succession Planning, Management, Credit, Financial Risk, Fixed Annuities, Uniform Combined State..., Employee Benefits, Finance, CRM, Real Estate, Long-term Care, Budgeting, Planning/Scheduling, Series 66, Annuity, Long Term Care, Risk, Financial Planning, Annuities
Education
Michigan State University
Bachelor of Science, Building Construction Management
Boston University
Financial Planning and Services
Financial Peace University 2007 — 2007
Personal Financial and Insurance Planning
University of Maryland - Bamberg, Germany 1986 — 1987
Business Management, general coursework
Rhonda E. Fitchett Rhonda E. Fitchett's AXA Advisors Experience May 2008 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) AT AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2008 - Present
Buena Vista University January 2008 - Present
Wells Fargo Private Client Services December 2004 - December 2007
State of Iowa May 1985 - December 2004
Skills
Public Speaking
Education
Drake University 1993 — 1996
MBA, business
University of Iowa College of Law 1982 — 1984
JD, with Distinction, Law
Buena Vista University 1978 — 1982
BA, Summa Cum Laude, Political/Economic Systems
AXA Advisors May 2008 - Present
Buena Vista University January 2008 - Present
Wells Fargo Private Client Services December 2004 - December 2007
State of Iowa May 1985 - December 2004
Skills
Public Speaking
Education
Drake University 1993 — 1996
MBA, business
University of Iowa College of Law 1982 — 1984
JD, with Distinction, Law
Buena Vista University 1978 — 1982
BA, Summa Cum Laude, Political/Economic Systems
Jordan Lange's AXA Advisors Experience June 2006 - August 2006
Job Partner at Carrington Fox
Industry Investment Banking
Experience
Carrington Fox 2007 - Present
AXA Advisors June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Equity Derivatives, Hedge Funds, Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Capital Markets, Structured Products, FX Options, Asset Management, Private Equity, Emerging Markets, Investment Banking, Financial Markets, Interest Rate..., Financial Structuring, Commodity, Credit Derivatives, Trading Systems, Market Risk
Education
Bond University
International Business Study
Washington College
BA, Business, Economics
Carrington Fox 2007 - Present
AXA Advisors June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Equity Derivatives, Hedge Funds, Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Capital Markets, Structured Products, FX Options, Asset Management, Private Equity, Emerging Markets, Investment Banking, Financial Markets, Interest Rate..., Financial Structuring, Commodity, Credit Derivatives, Trading Systems, Market Risk
Education
Bond University
International Business Study
Washington College
BA, Business, Economics
Phil Grafmiller, LUTCF Phil Grafmiller, LUTCF's AXA Advisors Experience October 2002 - October 2004
Job SWAN DFW Financial Solutions
Industry Financial Services
Experience
SWAN DFW Financial Solutions December 2014 - Present
PlanMember Securities October 2013 - December 2014
New England Securities Corp. April 2009 - April 2013
Linsco/Private Ledger October 2004 - January 2009
AXA Advisors October 2002 - October 2004
Skills
401k, Retirement Planning, Securities, Series 7, Insurance, FINRA, Financial Advisory, Uniform Combined State..., Investments, IRAs, Health Insurance, Tax-advantaged..., Employee Benefits, Finance, Financial Services, Series 66, Group Benefits
Education
Bowling Green State University 1976 — 1979
SWAN DFW Financial Solutions December 2014 - Present
PlanMember Securities October 2013 - December 2014
New England Securities Corp. April 2009 - April 2013
Linsco/Private Ledger October 2004 - January 2009
AXA Advisors October 2002 - October 2004
Skills
401k, Retirement Planning, Securities, Series 7, Insurance, FINRA, Financial Advisory, Uniform Combined State..., Investments, IRAs, Health Insurance, Tax-advantaged..., Employee Benefits, Finance, Financial Services, Series 66, Group Benefits
Education
Bowling Green State University 1976 — 1979
Seth Monroe, CRPC® Seth Monroe, CRPC®'s AXA Advisors Experience February 2010 - July 2012
Job Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank March 2013 - Present
AXA Advisors February 2010 - July 2012
Ameriprise Financial Services, Inc. January 2009 - October 2009
Wachovia Securities, LLC February 2008 - January 2009
BankAtlantic 2004 - 2008
Skills
Banking, Asset Allocation
Education
Broward College 2004 — 2006
Associate's, Business Administration
Florida Atlantic University 2004 — 2006
Fifth Third Bank March 2013 - Present
AXA Advisors February 2010 - July 2012
Ameriprise Financial Services, Inc. January 2009 - October 2009
Wachovia Securities, LLC February 2008 - January 2009
BankAtlantic 2004 - 2008
Skills
Banking, Asset Allocation
Education
Broward College 2004 — 2006
Associate's, Business Administration
Florida Atlantic University 2004 — 2006
Rachel Marie Kowalski's AXA Advisors Experience December 2013 - Present
Job District Assistant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors December 2013 - Present
Lutheran Church of the Master December 2013 - Present
Education
Bowling Green State University 2009 — 2013
Bachelor of Music
AXA Advisors December 2013 - Present
Lutheran Church of the Master December 2013 - Present
Education
Bowling Green State University 2009 — 2013
Bachelor of Music
David Hungerford's AXA Advisors Experience September 2002 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2002 - Present
Liberty Mutual Insurance July 1999 - August 2002
Liberty Mutual Insurance July 1999 - August 2002
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, 401k, Investments, Life Insurance, Asset Allocation, Insurance, Financial Advisory, Finance, Management, Series 7, Mutual Funds, Wealth Management, Series 63, Investment Advisory, High Net Worth...
Education
Boston College 1995 — 1999
BA, Finance, Marketing
West Islip High School 1991 — 1995
AXA Advisors September 2002 - Present
Liberty Mutual Insurance July 1999 - August 2002
Liberty Mutual Insurance July 1999 - August 2002
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, 401k, Investments, Life Insurance, Asset Allocation, Insurance, Financial Advisory, Finance, Management, Series 7, Mutual Funds, Wealth Management, Series 63, Investment Advisory, High Net Worth...
Education
Boston College 1995 — 1999
BA, Finance, Marketing
West Islip High School 1991 — 1995
Jonathan Paradiso Jonathan Paradiso's AXA Advisors Experience December 2013 - October 2014
Job CSSR at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo December 2014 - Present
Residential Programs Inc. July 2011 - December 2014
AXA Advisors December 2013 - October 2014
Director of Membership and Director of Transfers September 2013 - April 2014
Skills
Insurance, Time Management, Social Networking, Microsoft Excel, Microsoft Word, Open Office, Access, Managerial Skills, Day Trading, SEC filings, Financial Modeling, Risk Management, Management, Cold Calling, Fundraising, Recruiting
Education
Brookdale Community College 2010 — 2014
Ocean Township High School 2006 — 2010
Wells Fargo December 2014 - Present
Residential Programs Inc. July 2011 - December 2014
AXA Advisors December 2013 - October 2014
Director of Membership and Director of Transfers September 2013 - April 2014
Skills
Insurance, Time Management, Social Networking, Microsoft Excel, Microsoft Word, Open Office, Access, Managerial Skills, Day Trading, SEC filings, Financial Modeling, Risk Management, Management, Cold Calling, Fundraising, Recruiting
Education
Brookdale Community College 2010 — 2014
Ocean Township High School 2006 — 2010
Elizabeth Vazquez Elizabeth Vazquez's AXA Advisors Experience July 2012 - September 2012
Job Financial Services Senior Consultant at Navigant
Industry Government Relations
Experience
Navigant October 2012 - Present
AXA Advisors July 2012 - September 2012
Doris Locks Tax and Accounting Services July 2012 - September 2012
Orange County Public Schools February 2011 - August 2011
Chi Omega Fraternity Executive Headquarters January 2010 - December 2010
Chi Omega Fraternity Executive Headquarters January 2009 - December 2009
Education
Boston University 2011 — 2012
Master of Arts, Economics
University of South Florida 2007 — 2010
B.A., Economics
Navigant October 2012 - Present
AXA Advisors July 2012 - September 2012
Doris Locks Tax and Accounting Services July 2012 - September 2012
Orange County Public Schools February 2011 - August 2011
Chi Omega Fraternity Executive Headquarters January 2010 - December 2010
Chi Omega Fraternity Executive Headquarters January 2009 - December 2009
Education
Boston University 2011 — 2012
Master of Arts, Economics
University of South Florida 2007 — 2010
B.A., Economics
David Giblin David Giblin's AXA Advisors Experience November 2013 - June 2014
Job Logistics Planner at Praxair
Industry Logistics and Supply Chain
Experience
Praxair September 2014 - Present
AXA Advisors November 2013 - June 2014
AXA Advisors June 2013 - October 2013
Hollenbeck’s Shursave Grocery Store October 2008 - May 2013
Ken Sawyers Tax Consulting Business January 2010 - April 2010
Skills
Microsoft Office, Customer Service, Interpersonal Skills, Insurance, Life Insurance..., Health Insurance..., Accident Insurance..., Teamwork, Management, Communications, Typing
Education
State University of New York at Albany 2011 — 2013
Bachelor of Science (BS), Business Administration with a concentration in Finance and Management
Broome Community College 2009 — 2011
Associate's degree, Business Administration
Praxair September 2014 - Present
AXA Advisors November 2013 - June 2014
AXA Advisors June 2013 - October 2013
Hollenbeck’s Shursave Grocery Store October 2008 - May 2013
Ken Sawyers Tax Consulting Business January 2010 - April 2010
Skills
Microsoft Office, Customer Service, Interpersonal Skills, Insurance, Life Insurance..., Health Insurance..., Accident Insurance..., Teamwork, Management, Communications, Typing
Education
State University of New York at Albany 2011 — 2013
Bachelor of Science (BS), Business Administration with a concentration in Finance and Management
Broome Community College 2009 — 2011
Associate's degree, Business Administration
Kristin Weimar Kristin Weimar's AXA Advisors Experience December 2007 - January 2009
Job Executive Assistant at RES Software
Industry Financial Services
Experience
RES Software May 2014 - Present
Hotwire Communications LLC October 2010 - May 2014
AXA Advisors December 2007 - January 2009
Skills
Social Media Marketing, Marketing, Estate Planning, Social Networking, Team Leadership, Advertising, Portfolio Management, Sales, Event Planning, Social Media, Event Management, Marketing Communications, Photoshop, Asset Managment, Account Management, Email Marketing, Marketing Strategy, Customer Service, Business Relationship..., Facebook, Asset Management, Lead Generation, CRM, Management, Teamwork
Education
La Salle University - School of Business Administration 2005 — 2007
Bachelors, Marketing
Bucks County Community College 2002 — 2005
Associates, Business Administration
RES Software May 2014 - Present
Hotwire Communications LLC October 2010 - May 2014
AXA Advisors December 2007 - January 2009
Skills
Social Media Marketing, Marketing, Estate Planning, Social Networking, Team Leadership, Advertising, Portfolio Management, Sales, Event Planning, Social Media, Event Management, Marketing Communications, Photoshop, Asset Managment, Account Management, Email Marketing, Marketing Strategy, Customer Service, Business Relationship..., Facebook, Asset Management, Lead Generation, CRM, Management, Teamwork
Education
La Salle University - School of Business Administration 2005 — 2007
Bachelors, Marketing
Bucks County Community College 2002 — 2005
Associates, Business Administration
Barry M. Rosenberg, CFP® Barry M. Rosenberg, CFP®'s AXA Advisors Experience August 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Barry M. Rosenberg, CFP® August 1997 - July 2015
Merrill Lynch September 1994 - August 1997
Corporate Controller in Private Industry - Construction, Manufacturing and Distribution Industries January 1980 - December 1993
CPA firms in Boston, Massachusetts and Southern California June 1975 - December 1980
Skills
Exit and Succession..., Independent Due..., Dynamic Asset Allocation, Estate Planning, Risk Management, Executive Benefit..., Employee Group Benefits, Advanced Pension..., 401k, 403 b, Personal Structural..., Management Accounting, Financial Accounting, Life Insurance, Disability Insurance, Group Health Insurance
Education
College for Financial Planning 1991 — 1993
CFP Professional Education Program, Personal Financial Planning, Retirement and Estate Planning, Insurance, Pensions, and Tax Planning
Boston College 1972 — 1976
BS, Accounting and Finance
AXA Advisors August 2015 - Present
Barry M. Rosenberg, CFP® August 1997 - July 2015
Merrill Lynch September 1994 - August 1997
Corporate Controller in Private Industry - Construction, Manufacturing and Distribution Industries January 1980 - December 1993
CPA firms in Boston, Massachusetts and Southern California June 1975 - December 1980
Skills
Exit and Succession..., Independent Due..., Dynamic Asset Allocation, Estate Planning, Risk Management, Executive Benefit..., Employee Group Benefits, Advanced Pension..., 401k, 403 b, Personal Structural..., Management Accounting, Financial Accounting, Life Insurance, Disability Insurance, Group Health Insurance
Education
College for Financial Planning 1991 — 1993
CFP Professional Education Program, Personal Financial Planning, Retirement and Estate Planning, Insurance, Pensions, and Tax Planning
Boston College 1972 — 1976
BS, Accounting and Finance
Anthony J. Carro's AXA Advisors Experience October 2005 - January 2006
Job Point Vantage Employee Benefits & Financial Services
Industry Financial Services
Experience
AHRC NYC January 2012 - Present
The Eger Health Care Foundation July 2009 - Present
Point Vantage Employee Benefits & Financial Services October 2007 - Present
New York Health Insurance Exchange October 2007 - Present
Staten Island Chamber of Commerce Young Professionals Group January 2010 - December 2012
SICC - Employer Resources Council January 2010 - January 2012
AHRC 2011 - 2012
AHRC 2011 - 2012
Gitterman & Sachs January 2006 - October 2007
AXA Advisors October 2005 - January 2006
Skills
Group Insurance, 401k, Profit Sharing, Employee Benefits, Disability Insurance, Retirement Planning, Employee Benefits Design, Human Resources, Leadership, Insurance, Small Business, Health Insurance, Nonprofits, Workers Compensation, Retirement, Underwriting, Brokers, Healthcare, Asset Management, Staff Development, Financial Services, Long-term Care, Fundraising, Management, Finance, Pensions, Estate Planning, ERISA, Life Insurance, Fixed Annuities, Wealth Management, Financial Advisory
Education
City University of New York-College of Staten Island 2010 — 2011
Staten Island Leadership Institute
Brookdale Community College 1999 — 2003
Business Management
Word of Life 1998 — 1999
AHRC NYC January 2012 - Present
The Eger Health Care Foundation July 2009 - Present
Point Vantage Employee Benefits & Financial Services October 2007 - Present
New York Health Insurance Exchange October 2007 - Present
Staten Island Chamber of Commerce Young Professionals Group January 2010 - December 2012
SICC - Employer Resources Council January 2010 - January 2012
AHRC 2011 - 2012
AHRC 2011 - 2012
Gitterman & Sachs January 2006 - October 2007
AXA Advisors October 2005 - January 2006
Skills
Group Insurance, 401k, Profit Sharing, Employee Benefits, Disability Insurance, Retirement Planning, Employee Benefits Design, Human Resources, Leadership, Insurance, Small Business, Health Insurance, Nonprofits, Workers Compensation, Retirement, Underwriting, Brokers, Healthcare, Asset Management, Staff Development, Financial Services, Long-term Care, Fundraising, Management, Finance, Pensions, Estate Planning, ERISA, Life Insurance, Fixed Annuities, Wealth Management, Financial Advisory
Education
City University of New York-College of Staten Island 2010 — 2011
Staten Island Leadership Institute
Brookdale Community College 1999 — 2003
Business Management
Word of Life 1998 — 1999
Jason Quiñones's AXA Advisors Experience May 2009 - August 2009
Job General Manager at Nuyorican Poets Cafe
Industry Entertainment
Experience
Nuyorican Poets Cafe March 2012 - Present
Nuyorican Poets Cafe November 2010 - March 2012
Amerivents August 2011 - September 2011
AXA Advisors May 2009 - August 2009
Skills
Video Editing, Video Production, Show Production, New Business Development, International Business, Financial Planning, Final Cut Pro, Microsoft Office, Computer Repair, Online Marketing, Social Media Marketing, Foreign Relations, Sound Production, Contract Negotiations, Non-profits, Entrepreneurial Skills, Budgeting, Web Development, Merchandising, Online Branding, Financial Analysis, Operations Management, Talent Booking, QuickBooks, Accounts Payable, Strategic Financial..., Entrepreneurship, Entertainment, Nonprofits, Social Media, Event Planning, Fundraising, Management, Marketing Strategy, Digital Marketing, Event Management
Education
Brooklyn College 2010 — 2012
B.B.A., Finance & Investments
Borough of Manhattan Community College 2008 — 2010
A.A., Business Administration
Nuyorican Poets Cafe March 2012 - Present
Nuyorican Poets Cafe November 2010 - March 2012
Amerivents August 2011 - September 2011
AXA Advisors May 2009 - August 2009
Skills
Video Editing, Video Production, Show Production, New Business Development, International Business, Financial Planning, Final Cut Pro, Microsoft Office, Computer Repair, Online Marketing, Social Media Marketing, Foreign Relations, Sound Production, Contract Negotiations, Non-profits, Entrepreneurial Skills, Budgeting, Web Development, Merchandising, Online Branding, Financial Analysis, Operations Management, Talent Booking, QuickBooks, Accounts Payable, Strategic Financial..., Entrepreneurship, Entertainment, Nonprofits, Social Media, Event Planning, Fundraising, Management, Marketing Strategy, Digital Marketing, Event Management
Education
Brooklyn College 2010 — 2012
B.B.A., Finance & Investments
Borough of Manhattan Community College 2008 — 2010
A.A., Business Administration
James Alworth James Alworth's AXA Advisors Experience February 2000 - March 2003
Job Regional Sales Manager Verticle Mkt Pacific Northwest
Industry Information Technology and Services
Experience
Assa Abloy September 2015 - Present
E F Johnson August 2014 - June 2015
Harris Corporation May 2013 - August 2014
Batesville Casket Co August 2012 - May 2013
Valence Communications June 2011 - August 2012
Icom America October 2007 - February 2011
BearCom May 2003 - October 2007
AXA Advisors February 2000 - March 2003
Maranatha Broadcasting April 1992 - December 2002
Keebler Corporation May 1991 - February 2000
Skills
Telecommunications, Strategy, Direct Sales, Leadership, New Business Development, Sales Operations, Selling, Management, Sales, CRM, Account Management, Mobile Devices, Product Management, Product Marketing, Solution Selling, Wireless
Education
California Baptist University 1976 — 1978
BS, Physical Ed / Business
Riverside Community College 1973 — 1975
AA, Basic
Assa Abloy September 2015 - Present
E F Johnson August 2014 - June 2015
Harris Corporation May 2013 - August 2014
Batesville Casket Co August 2012 - May 2013
Valence Communications June 2011 - August 2012
Icom America October 2007 - February 2011
BearCom May 2003 - October 2007
AXA Advisors February 2000 - March 2003
Maranatha Broadcasting April 1992 - December 2002
Keebler Corporation May 1991 - February 2000
Skills
Telecommunications, Strategy, Direct Sales, Leadership, New Business Development, Sales Operations, Selling, Management, Sales, CRM, Account Management, Mobile Devices, Product Management, Product Marketing, Solution Selling, Wireless
Education
California Baptist University 1976 — 1978
BS, Physical Ed / Business
Riverside Community College 1973 — 1975
AA, Basic
Paul Muir Paul Muir's AXA Advisors Experience January 2001 - January 2003
Job MAG Industries, LLC
Industry Mining & Metals
Experience
Bethlehem Township, New Jersey April 2011 - Present
Red Mill Museum Village September 2010 - Present
Legacy Metals August 2003 - Present
MAG Industries, LLC August 2003 - Present
AXA Advisors January 2001 - January 2003
Riverside International Mutual Investments January 1998 - January 2001
Bucknell University January 1997 - January 1998
Skills
Series 7, Automotive, Management, Strategic Financial..., Financial Analysis, Sales, Vehicles, Finance, Strategic Planning, Investments, Business Strategy, Business Planning
Education
Bucknell University 1994 — 1998
BSBA, Business Management
Delbarton
Bethlehem Township, New Jersey April 2011 - Present
Red Mill Museum Village September 2010 - Present
Legacy Metals August 2003 - Present
MAG Industries, LLC August 2003 - Present
AXA Advisors January 2001 - January 2003
Riverside International Mutual Investments January 1998 - January 2001
Bucknell University January 1997 - January 1998
Skills
Series 7, Automotive, Management, Strategic Financial..., Financial Analysis, Sales, Vehicles, Finance, Strategic Planning, Investments, Business Strategy, Business Planning
Education
Bucknell University 1994 — 1998
BSBA, Business Management
Delbarton
Robert Hubbard, Jr Robert Hubbard, Jr's AXA Advisors Experience March 2007 - February 2009
Job Financial Advisor
Industry Financial Services
Experience
Strategic Financial Concepts Inc February 2009 - Present
AXA Advisors March 2007 - February 2009
Wichita Federal Credit Union June 2004 - July 2007
Boeing Wichita Credit Union March 1998 - June 2004
Skills
Investments, Business Planning, Strategic Planning, New Business Development, Sales Management, Sales, Public Speaking, Team Building, Business Strategy, Budgets, Customer Service, Coaching
Education
Friends University 1998 — 2000
BS, Computer Information Systems
Butler Community College 1995 — 1998
Associates of Art, Mass Communications
Augusta High School 1990 — 1994
Graduated, College Prep
Strategic Financial Concepts Inc February 2009 - Present
AXA Advisors March 2007 - February 2009
Wichita Federal Credit Union June 2004 - July 2007
Boeing Wichita Credit Union March 1998 - June 2004
Skills
Investments, Business Planning, Strategic Planning, New Business Development, Sales Management, Sales, Public Speaking, Team Building, Business Strategy, Budgets, Customer Service, Coaching
Education
Friends University 1998 — 2000
BS, Computer Information Systems
Butler Community College 1995 — 1998
Associates of Art, Mass Communications
Augusta High School 1990 — 1994
Graduated, College Prep
Lauren Nason Lauren Nason's AXA Advisors Experience January 2009 - March 2010
Job Student
Industry Education Management
Experience
Dicount Power February 2010 - Present
Bank of America December 2011 - May 2012
The Bridge Center, Inc. June 2011 - September 2011
Gibbs College Boston August 2010 - December 2010
AXA Advisors January 2009 - March 2010
Charter Oak Financial August 2008 - December 2008
H&R Block September 2007 - April 2008
Jewish Home for the Elderly of Fairfield 2005 - 2008
Modis 2001 - 2005
GenRe 2001 - 2005
Skills
Social Media, Customer Service, Marketing, Insurance, Strategic Planning, Financial Instruments, Microsoft Office, Non-profits, Program Management, Coaching, Finance, Team Building, Public Speaking
Education
Bridgewater State College 2013 — 2017
Psychology/Special Education, Psychology and Special Education
Computer Learning Center
University of Massachusetts Dartmouth
Dicount Power February 2010 - Present
Bank of America December 2011 - May 2012
The Bridge Center, Inc. June 2011 - September 2011
Gibbs College Boston August 2010 - December 2010
AXA Advisors January 2009 - March 2010
Charter Oak Financial August 2008 - December 2008
H&R Block September 2007 - April 2008
Jewish Home for the Elderly of Fairfield 2005 - 2008
Modis 2001 - 2005
GenRe 2001 - 2005
Skills
Social Media, Customer Service, Marketing, Insurance, Strategic Planning, Financial Instruments, Microsoft Office, Non-profits, Program Management, Coaching, Finance, Team Building, Public Speaking
Education
Bridgewater State College 2013 — 2017
Psychology/Special Education, Psychology and Special Education
Computer Learning Center
University of Massachusetts Dartmouth
Bryan Klemm's AXA Advisors Experience September 2006 - May 2009
Job at VALIC
Industry Financial Services
Experience
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
Diana Reeves Tejada Diana Reeves Tejada's AXA Advisors Experience June 2014 - May 2015
Job Registered Representative at AXA Advisors
Industry
Experience
AXA Advisors June 2014 - May 2015
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
Master of Business Administration (M.B.A.), Finance, General
Brown University 1983 — 1987
Bachelor's Degree, Applied Mathematics-Economics
AXA Advisors June 2014 - May 2015
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
Master of Business Administration (M.B.A.), Finance, General
Brown University 1983 — 1987
Bachelor's Degree, Applied Mathematics-Economics
Amirali Mojarrad's AXA Advisors Experience January 2012 - April 2012
Job Officer at State Street Bank | Global Strategic Analytics |
Industry Financial Services
Experience
State Street February 2015 - Present
State Street January 2014 - February 2015
Charles River Development May 2013 - November 2013
AXA Advisors January 2012 - April 2012
Skills
Derivatives, Trading, R, Quantitative Analytics, Fixed Income, Public Speaking, Financial Markets, Economics, Mathematics, Statistics, Risk Management, Equities, Portfolio Management, Microsoft Office, Statistical Model..., Portfolio Development, Business Analysis, Tableau
Education
Passed level 1 of the CFA program 2014 — 2014
Boston University - School of Management 2012 — 2013
Masters of Science
George Mason University - School of Management 2008 — 2012
Bachelor of Science
State Street February 2015 - Present
State Street January 2014 - February 2015
Charles River Development May 2013 - November 2013
AXA Advisors January 2012 - April 2012
Skills
Derivatives, Trading, R, Quantitative Analytics, Fixed Income, Public Speaking, Financial Markets, Economics, Mathematics, Statistics, Risk Management, Equities, Portfolio Management, Microsoft Office, Statistical Model..., Portfolio Development, Business Analysis, Tableau
Education
Passed level 1 of the CFA program 2014 — 2014
Boston University - School of Management 2012 — 2013
Masters of Science
George Mason University - School of Management 2008 — 2012
Bachelor of Science
George Ponticello, CLU George Ponticello, CLU's AXA Advisors Experience 2003 - 2004
Job Relationship Manager at CORE Group USA
Industry Financial Services
Experience
CORE Group USA May 2014 - Present
Insurance Designers of America March 2013 - May 2014
Capitas Financial November 2008 - January 2013
Hartford Life September 2004 - September 2008
AXA Advisors 2003 - 2004
AXA Advisors 2003 - 2004
Skills
Fixed Annuities, Series 6, Life Insurance, Long-term Care, Series 7, Retirement Planning, Disability Insurance, Series 63, Wealth Management, Retirement, Life & Health Insurance..., Estate Planning, Long Term Care Insurance, Financial Advisory, Insurance, Business Sucession..., Registered...
Education
Bowie State University 1981 — 1984
BS, Accounting and Finance
The American College
Chartered Life Underwriter
CORE Group USA May 2014 - Present
Insurance Designers of America March 2013 - May 2014
Capitas Financial November 2008 - January 2013
Hartford Life September 2004 - September 2008
AXA Advisors 2003 - 2004
AXA Advisors 2003 - 2004
Skills
Fixed Annuities, Series 6, Life Insurance, Long-term Care, Series 7, Retirement Planning, Disability Insurance, Series 63, Wealth Management, Retirement, Life & Health Insurance..., Estate Planning, Long Term Care Insurance, Financial Advisory, Insurance, Business Sucession..., Registered...
Education
Bowie State University 1981 — 1984
BS, Accounting and Finance
The American College
Chartered Life Underwriter
Taylor Valerie's AXA Advisors Experience January 2013 - March 2014
Job Account Manager / Sales
Industry Transportation/Trucking/Railroad
Experience
Internet Truckstop March 2013 - Present
AXA Advisors January 2013 - March 2014
Skills
Contract Negotiation, Customer Service, Sales, Account Management, Sales Management, Strategic Planning, Negotiation
Education
Boise State University
Internet Truckstop March 2013 - Present
AXA Advisors January 2013 - March 2014
Skills
Contract Negotiation, Customer Service, Sales, Account Management, Sales Management, Strategic Planning, Negotiation
Education
Boise State University
Tanara Golston Tanara Golston's AXA Advisors Experience November 2004 - September 2005
Job Enterprise Account Executive Partnering with financial services clients to support the growth of their business
Industry Financial Services
Experience
LinkedIn March 2015 - Present
BrightScope March 2014 - November 2014
PIMCO March 2011 - March 2014
Goldman Sachs Asset Management September 2009 - March 2011
Goldman Sachs September 2005 - September 2009
AXA Advisors November 2004 - September 2005
Skills
Financial Services, Series 7, CRM, Retirement, Analysis, Portfolio Management, Mutual Funds, Alternative Investments, Cross-functional Team..., Leadership, Finance, Series 63, Asset Management, SaaS, Investments, Analytics, Management
Education
Brown University 2000 — 2004
Bachelor of Science (BS), Psychology
Evanston Township High School 1996 — 2000
LinkedIn March 2015 - Present
BrightScope March 2014 - November 2014
PIMCO March 2011 - March 2014
Goldman Sachs Asset Management September 2009 - March 2011
Goldman Sachs September 2005 - September 2009
AXA Advisors November 2004 - September 2005
Skills
Financial Services, Series 7, CRM, Retirement, Analysis, Portfolio Management, Mutual Funds, Alternative Investments, Cross-functional Team..., Leadership, Finance, Series 63, Asset Management, SaaS, Investments, Analytics, Management
Education
Brown University 2000 — 2004
Bachelor of Science (BS), Psychology
Evanston Township High School 1996 — 2000
Reka Foldhazi Reka Foldhazi's AXA Advisors Experience 2008 - 2010
Job Senior Analyst at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman 2013 - Present
Franklin Square Capital Partners 2011 - 2013
JP Morgan 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management
Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance
Neuberger Berman 2013 - Present
Franklin Square Capital Partners 2011 - 2013
JP Morgan 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management
Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance
Tyler McNee Tyler McNee's AXA Advisors Experience January 2013 - May 2013
Job General Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
USLI August 2013 - May 2014
BDO USA, LLP July 2013 - August 2013
AXA Advisors January 2013 - May 2013
Cabrini College August 2012 - May 2013
NFI May 2012 - August 2012
Fine Grinding Corporation January 2012 - May 2012
Lucid Longboarding June 2011 - January 2012
Ultimate Collision June 2007 - August 2011
Skills
Microsoft Office, Internet, Mac OS, VITA Volunteer, Accounting Association..., Enactus Member and..., PICPA Affiliate
Education
Cabrini College 2010 — 2014
Bachelor's Degree, Finance, Accounting
BDO USA, LLP October 2014 - Present
USLI August 2013 - May 2014
BDO USA, LLP July 2013 - August 2013
AXA Advisors January 2013 - May 2013
Cabrini College August 2012 - May 2013
NFI May 2012 - August 2012
Fine Grinding Corporation January 2012 - May 2012
Lucid Longboarding June 2011 - January 2012
Ultimate Collision June 2007 - August 2011
Skills
Microsoft Office, Internet, Mac OS, VITA Volunteer, Accounting Association..., Enactus Member and..., PICPA Affiliate
Education
Cabrini College 2010 — 2014
Bachelor's Degree, Finance, Accounting
Jason L. Bird, CFP® Jason L. Bird, CFP®'s AXA Advisors Experience November 2005 - June 2012
Job Financial Services Representative, Financial Advisor, at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife January 2015 - Present
Inspired Wealth Management, LLC January 2015 - Present
New England Securities June 2012 - December 2014
Bird Financial Services June 2012 - December 2014
AXA Advisors November 2005 - June 2012
Education
SUNY at Buffalo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Bryant and Stratton College-Amherst
MetLife Premier Client Group of Upstate New York, an office of MetLife January 2015 - Present
Inspired Wealth Management, LLC January 2015 - Present
New England Securities June 2012 - December 2014
Bird Financial Services June 2012 - December 2014
AXA Advisors November 2005 - June 2012
Education
SUNY at Buffalo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Bryant and Stratton College-Amherst
Janelle Jiang's AXA Advisors Experience September 2012 - April 2013
Job Auditor at MaloneBailey, LLP
Industry Accounting
Experience
MaloneBailey, LLP October 2014 - Present
Highcrest Management Group January 2013 - April 2013
AXA Advisors September 2012 - April 2013
Academy for Creating Enterprise September 2012 - December 2012
Grant Thornton LLP June 2012 - August 2012
Vita February 2012 - April 2012
2ft Prosthetics January 2012 - February 2012
Abeez Honey September 2011 - December 2011
Skills
Tax, Accounting, Strategy, Corporate Tax, Financial Analysis, Income Tax, Strategic Financial..., Financial Modeling, Tax Returns, Business Valuation, Valuation, Due Diligence, Financial Reporting, SEC filings, Economics, Financial Planning, SEC Filings, Microsoft Office
Education
Brigham Young University 2009 — 2014
Bachelor of Science, Accounting, Economics
MaloneBailey, LLP October 2014 - Present
Highcrest Management Group January 2013 - April 2013
AXA Advisors September 2012 - April 2013
Academy for Creating Enterprise September 2012 - December 2012
Grant Thornton LLP June 2012 - August 2012
Vita February 2012 - April 2012
2ft Prosthetics January 2012 - February 2012
Abeez Honey September 2011 - December 2011
Skills
Tax, Accounting, Strategy, Corporate Tax, Financial Analysis, Income Tax, Strategic Financial..., Financial Modeling, Tax Returns, Business Valuation, Valuation, Due Diligence, Financial Reporting, SEC filings, Economics, Financial Planning, SEC Filings, Microsoft Office
Education
Brigham Young University 2009 — 2014
Bachelor of Science, Accounting, Economics
Shayne Doty Shayne Doty's AXA Advisors Experience August 2004 - July 2010
Job Financial Advisor
Industry Financial Services
Experience
Woodbury Financial Services July 2010 - Present
AXA Advisors August 2004 - July 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Series 7, Retirement Planning, Investments, Asset Managment, Fixed Annuities, IRAs, Retirement, Mutual Funds, Investment Advisory, 401k Rollovers, Finance, Securities
Education
Seattle University 1988 — 1990
MBA
Brigham Young University 1982 — 1986
BS, Business
Woodbury Financial Services July 2010 - Present
AXA Advisors August 2004 - July 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Series 7, Retirement Planning, Investments, Asset Managment, Fixed Annuities, IRAs, Retirement, Mutual Funds, Investment Advisory, 401k Rollovers, Finance, Securities
Education
Seattle University 1988 — 1990
MBA
Brigham Young University 1982 — 1986
BS, Business
William Owens William Owens's AXA Advisors Experience April 2009 - Present
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2009 - Present
The Oechsli Institute August 2006 - April 2009
Bressler, Amery & Ross, P.C. September 2001 - June 2004
Skills
Wealth Management, Financial Planning, High-Level Personal..., Relationship Management, Investment Strategies, Insurance Strategies
Education
Brooklyn Law School 2000 — 2003
JD, Business/Securities Law
Penn State University 1996 — 2000
BS, Business Management
St. Mark's School of Texas 1994 — 1996
Episcopal Academy 1988 — 1993
AXA Advisors April 2009 - Present
The Oechsli Institute August 2006 - April 2009
Bressler, Amery & Ross, P.C. September 2001 - June 2004
Skills
Wealth Management, Financial Planning, High-Level Personal..., Relationship Management, Investment Strategies, Insurance Strategies
Education
Brooklyn Law School 2000 — 2003
JD, Business/Securities Law
Penn State University 1996 — 2000
BS, Business Management
St. Mark's School of Texas 1994 — 1996
Episcopal Academy 1988 — 1993
Geoffrey S. Gallo ChFC CExP's AXA Advisors Experience May 1998 - July 2001
Job Interim COO/CFO at FWM Tubular & Equipment Corporation
Industry Oil & Energy
Experience
FWM Tubular & Equipment Corporation - (Client Company) February 2015 - Present
Valve-tex Enterprises, Inc.- a Multi-Disciplined Consultancy January 2015 - Present
Lockwood International April 2014 - December 2014
Doeren Mayhew October 2008 - April 2014
Grant Williams LP December 2007 - December 2012
GLO CPAs, LLLP October 2007 - October 2008
Swart Baumruk Financial Services, Inc. September 2003 - April 2007
New England Financial July 2001 - September 2003
AXA Advisors May 1998 - July 2001
International Marketing Services & Ventures, Inc. January 1994 - April 1998
Skills
Estate Planning, Due Diligence, Life Insurance, Litigation Support, Forensic Accounting, Disability Insurance, Wealth Accumulation, Business, Strategic Financial..., Wealth Management, Business Planning, Investments, Retirement Planning, Tax, Accounting, Financial Analysis, Insurance, Strategic Planning, Valuation, Risk Management, Strategic Finance, Financial Reporting, Commercial Lending, Managerial Finance, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Finance, Business Development, Employee Benefits, Strategy, Small Business, Leadership, Asset Management, Financial Services, High Net Worth..., Management, Financial Planners, Budgets, Portfolio Management, Business Strategy, 401k, Financial Advisory, Financial Modeling, Corporate Finance, Securities, Asset Allocation, Financial Planning
Education
Bucknell University 1978 — 1982
BA, Economics
Business Enterprise Institute 2009 — 2010
CExP, Business Owner Exit Planning
The American College 1997 — 1999
ChFC, Financial Planning
FWM Tubular & Equipment Corporation - (Client Company) February 2015 - Present
Valve-tex Enterprises, Inc.- a Multi-Disciplined Consultancy January 2015 - Present
Lockwood International April 2014 - December 2014
Doeren Mayhew October 2008 - April 2014
Grant Williams LP December 2007 - December 2012
GLO CPAs, LLLP October 2007 - October 2008
Swart Baumruk Financial Services, Inc. September 2003 - April 2007
New England Financial July 2001 - September 2003
AXA Advisors May 1998 - July 2001
International Marketing Services & Ventures, Inc. January 1994 - April 1998
Skills
Estate Planning, Due Diligence, Life Insurance, Litigation Support, Forensic Accounting, Disability Insurance, Wealth Accumulation, Business, Strategic Financial..., Wealth Management, Business Planning, Investments, Retirement Planning, Tax, Accounting, Financial Analysis, Insurance, Strategic Planning, Valuation, Risk Management, Strategic Finance, Financial Reporting, Commercial Lending, Managerial Finance, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Finance, Business Development, Employee Benefits, Strategy, Small Business, Leadership, Asset Management, Financial Services, High Net Worth..., Management, Financial Planners, Budgets, Portfolio Management, Business Strategy, 401k, Financial Advisory, Financial Modeling, Corporate Finance, Securities, Asset Allocation, Financial Planning
Education
Bucknell University 1978 — 1982
BA, Economics
Business Enterprise Institute 2009 — 2010
CExP, Business Owner Exit Planning
The American College 1997 — 1999
ChFC, Financial Planning
Luis H. Pires's AXA Advisors Experience December 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Principal December 2008 - July 2011
Ameriprise Financial Advisors November 2000 - March 2008
Skills
Series 7, Insurance, 401k, Life Insurance, Disability Insurance, Long Term Care Insurance, 403B
Education
Bridgewater State University 1997 — 1999
BA, Economics, Political Science
Merrimack College 1995 — 1997
Economics
AXA Advisors December 2011 - Present
Principal December 2008 - July 2011
Ameriprise Financial Advisors November 2000 - March 2008
Skills
Series 7, Insurance, 401k, Life Insurance, Disability Insurance, Long Term Care Insurance, 403B
Education
Bridgewater State University 1997 — 1999
BA, Economics, Political Science
Merrimack College 1995 — 1997
Economics
Jaro (Yaro) Vitazka Jaro (Yaro) Vitazka's AXA Advisors Experience February 2013 - May 2013
Job Owner at Strategic Bookkeeping, LLC
Industry Financial Services
Experience
Strategic Bookkeeping, LLC April 2015 - Present
Döner Bistro October 2012 - Present
New Silk Road Development, s.r.o. (LLC) June 2009 - Present
AXA Advisors February 2013 - May 2013
Potomac Financial Group, LLC April 2012 - November 2012
Results Partners October 2009 - April 2012
Raven a.s. August 2010 - November 2010
UniCredit Bank Slovakia, a.s. June 2004 - June 2008
Sympatia Financie, o.c.p., a.s. January 2002 - July 2003
Schroders Plc June 1996 - December 2001
Skills
Banking, Asset Managment, Private Equity, Business Strategy, Project Management, Financial Markets, Negotiation, Budgets, Risk Management, Insurance, Start-ups, Asset Management, Strategy, Financial Risk, Management, Business Development, Change Management, Finance
Education
London Business School 1995 — 1997
MBA, finance entrepreneurship
Boston University Questrom School of Business 1987 — 1989
MSc, Business Administration
University of the Witwatersrand 1984 — 1986
Business Administration and Management, General
Strategic Bookkeeping, LLC April 2015 - Present
Döner Bistro October 2012 - Present
New Silk Road Development, s.r.o. (LLC) June 2009 - Present
AXA Advisors February 2013 - May 2013
Potomac Financial Group, LLC April 2012 - November 2012
Results Partners October 2009 - April 2012
Raven a.s. August 2010 - November 2010
UniCredit Bank Slovakia, a.s. June 2004 - June 2008
Sympatia Financie, o.c.p., a.s. January 2002 - July 2003
Schroders Plc June 1996 - December 2001
Skills
Banking, Asset Managment, Private Equity, Business Strategy, Project Management, Financial Markets, Negotiation, Budgets, Risk Management, Insurance, Start-ups, Asset Management, Strategy, Financial Risk, Management, Business Development, Change Management, Finance
Education
London Business School 1995 — 1997
MBA, finance entrepreneurship
Boston University Questrom School of Business 1987 — 1989
MSc, Business Administration
University of the Witwatersrand 1984 — 1986
Business Administration and Management, General
Eric Sanow Eric Sanow's AXA Advisors Experience November 2010 - July 2011
Job Financial Advisor Advisor Direct at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2014 - Present
PNC Investments July 2013 - January 2014
PNC Investments January 2013 - July 2013
PNC Investments July 2011 - January 2013
AXA Advisors November 2010 - July 2011
DAVACO, Inc. March 2009 - September 2009
Frito Lay May 2006 - May 2008
United Van Lines-Andrews Moving & Storage June 2000 - May 2006
Education
Cleveland State University 2003 — 2005
MBA, Business Administration
Bowling Green State University 1991 — 1995
Bachelors of Science in Business Administration, General Business
EHS!
EHS!
PNC Investments January 2014 - Present
PNC Investments July 2013 - January 2014
PNC Investments January 2013 - July 2013
PNC Investments July 2011 - January 2013
AXA Advisors November 2010 - July 2011
DAVACO, Inc. March 2009 - September 2009
Frito Lay May 2006 - May 2008
United Van Lines-Andrews Moving & Storage June 2000 - May 2006
Education
Cleveland State University 2003 — 2005
MBA, Business Administration
Bowling Green State University 1991 — 1995
Bachelors of Science in Business Administration, General Business
EHS!
EHS!
Timothy Delaney Timothy Delaney's AXA Advisors Experience May 2014 - November 2014
Job Summer Analyst at Joseph Gunnar & Co., LLC
Industry Financial Services
Experience
Bucknell University August 2012 - Present
Joseph Gunnar 2015 - 2015
AXA Advisors May 2014 - November 2014
Urban Compass January 2014 - May 2014
Goldman Sachs January 2014 - January 2014
Fundation, Inc. June 2013 - July 2013
Skills
People Skills, People-oriented, Social Networking, Highly personable, Competitive, Hardwork, Data Analysis, Modeling, Monte Carlo Simulation..., Microsoft Excel, Microsoft Word, Event Planning, Teamwork
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Ward Melville High School
Bucknell University August 2012 - Present
Joseph Gunnar 2015 - 2015
AXA Advisors May 2014 - November 2014
Urban Compass January 2014 - May 2014
Goldman Sachs January 2014 - January 2014
Fundation, Inc. June 2013 - July 2013
Skills
People Skills, People-oriented, Social Networking, Highly personable, Competitive, Hardwork, Data Analysis, Modeling, Monte Carlo Simulation..., Microsoft Excel, Microsoft Word, Event Planning, Teamwork
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Ward Melville High School
Henry Patrick Hinz, CFP®'s AXA Advisors Experience September 2009 - December 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
AXA Advisors September 2009 - December 2010
Estee Lauder June 2008 - August 2008
Boston University May 2007 - January 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor, Science and Business Administration; Finance
Manhasset High School 2001 — 2005
Morgan Stanley Wealth Management January 2011 - Present
AXA Advisors September 2009 - December 2010
Estee Lauder June 2008 - August 2008
Boston University May 2007 - January 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor, Science and Business Administration; Finance
Manhasset High School 2001 — 2005
Devin T. Gordon-Hamm Devin T. Gordon-Hamm's AXA Advisors Experience August 2013 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2013 - Present
Bucknell University: Neurobiology Department February 2012 - May 2013
Mhani Gingi May 2012 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Data Analysis, Social Media, Leadership, Teamwork
Education
Bucknell University 2009 — 2013
Bachelor of Science (BS), Neuroscience/Economics Minor, 3.2
AXA Advisors August 2013 - Present
Bucknell University: Neurobiology Department February 2012 - May 2013
Mhani Gingi May 2012 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Data Analysis, Social Media, Leadership, Teamwork
Education
Bucknell University 2009 — 2013
Bachelor of Science (BS), Neuroscience/Economics Minor, 3.2
Bridget Brodie's AXA Advisors Experience August 2014 - August 2015
Job Financial Representative
Industry Financial Services
Experience
COUNTRY Financial® August 2015 - Present
Bennett Radiator Company April 2010 - Present
AXA Advisors August 2014 - August 2015
H&R Block January 2009 - April 2015
Skills
Tax-advantaged...
Education
Buena Vista University 2012 — 2014
Bachelor’s Degree, Finance and Financial Management Services
Iowa Central Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Fort Dodge Senior High School 2002 — 2006
General Studies
COUNTRY Financial® August 2015 - Present
Bennett Radiator Company April 2010 - Present
AXA Advisors August 2014 - August 2015
H&R Block January 2009 - April 2015
Skills
Tax-advantaged...
Education
Buena Vista University 2012 — 2014
Bachelor’s Degree, Finance and Financial Management Services
Iowa Central Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Fort Dodge Senior High School 2002 — 2006
General Studies
Jeffrey Varsa Jeffrey Varsa's AXA Advisors Experience 2001 - 2003
Job Principal, The Varsa Group, LLC
Industry Financial Services
Experience
The Varsa Group, LLC July 2003 - Present
AXA Advisors 2001 - 2003
Law Finance Group, Inc 1997 - 2001
Robinson & Cole, LLP 1994 - 1996
Massachusetts Industrial Finance Agency 1988 - 1993
Skills
Estate Planning, Wealth Preservation..., 401k Rollovers, Annuity Sales, Key Person Protection, Multi-Generational..., Multi-Generation Wealth..., Thought Leadership, Insurance, Protection..., Finance, Securities, Retirement Planning, Retirement, Investments, Mutual Funds, Protection Planning, Financial Services, Fixed Annuities, Management, Strategy
Education
Boston University School of Law 1982 — 1985
Doctor of Law (JD)
Hamilton College 1978 — 1982
BA, History
United Nations International School
International Baccalaureate
The Varsa Group, LLC July 2003 - Present
AXA Advisors 2001 - 2003
Law Finance Group, Inc 1997 - 2001
Robinson & Cole, LLP 1994 - 1996
Massachusetts Industrial Finance Agency 1988 - 1993
Skills
Estate Planning, Wealth Preservation..., 401k Rollovers, Annuity Sales, Key Person Protection, Multi-Generational..., Multi-Generation Wealth..., Thought Leadership, Insurance, Protection..., Finance, Securities, Retirement Planning, Retirement, Investments, Mutual Funds, Protection Planning, Financial Services, Fixed Annuities, Management, Strategy
Education
Boston University School of Law 1982 — 1985
Doctor of Law (JD)
Hamilton College 1978 — 1982
BA, History
United Nations International School
International Baccalaureate
Tracy Cahill's AXA Advisors Experience August 2014 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2014 - Present
AXA Advisors May 2013 - September 2013
Bryant Center of Operations September 2010 - May 2013
T.R. Reske Landscape Service June 2009 - September 2012
Skills
Series 7, Portfolio Assessment, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Research, Morningstar, Microsoft Access, PowerPoint
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, General
AXA Advisors August 2014 - Present
AXA Advisors May 2013 - September 2013
Bryant Center of Operations September 2010 - May 2013
T.R. Reske Landscape Service June 2009 - September 2012
Skills
Series 7, Portfolio Assessment, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Research, Morningstar, Microsoft Access, PowerPoint
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lindsay Varasteh Lindsay Varasteh's AXA Advisors Experience May 2007 - July 2008
Job Certified Energy Healing Practitioner, Actress, and Program Assistant
Industry Higher Education
Experience
Northwestern University, Feinberg School of Medicine November 2013 - Present
Robert Half International 2011 - 2012
Mathematica Policy Research March 2009 - February 2011
AXA Advisors May 2007 - July 2008
The College of New Jersey January 2006 - January 2007
Skills
Customer Service, Organization &..., Close Attention to..., Microsoft Office, Outlook, Database Administration, Phone Etiquette, Multi-line Phone, Dedication to work, Highly Reliable, Can Do Approach, Team-oriented, General Administrative..., Interpersonal Skill, Energy Healing, Email Marketing, Content Management, Budget Reconciliation, Data Entry, Event Planning, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Training, Research, PowerPoint, Time Management, Recruiting
Education
The College of New Jersey 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Brookdale Community College 2003 — 2005
Business Administration and Management, General
Northwestern University, Feinberg School of Medicine November 2013 - Present
Robert Half International 2011 - 2012
Mathematica Policy Research March 2009 - February 2011
AXA Advisors May 2007 - July 2008
The College of New Jersey January 2006 - January 2007
Skills
Customer Service, Organization &..., Close Attention to..., Microsoft Office, Outlook, Database Administration, Phone Etiquette, Multi-line Phone, Dedication to work, Highly Reliable, Can Do Approach, Team-oriented, General Administrative..., Interpersonal Skill, Energy Healing, Email Marketing, Content Management, Budget Reconciliation, Data Entry, Event Planning, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Training, Research, PowerPoint, Time Management, Recruiting
Education
The College of New Jersey 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Brookdale Community College 2003 — 2005
Business Administration and Management, General
Kate Li's AXA Advisors Experience June 2014 - August 2014
Job M.S. Candidate at Kellogg School of Management
Industry Management Consulting
Experience
On Assignment June 2015 - June 2015
Donghua Lvyuan May 2012 - May 2015
AXA Advisors June 2014 - August 2014
Skills
Management Consulting, Strategic Planning, Team Motivation, Corporate Development, Interpersonal..., Research, Project Management, Globalization, PowerPoint, Microsoft Excel, Influence Without..., Risk Management, Economic Data Analysis, Public Speaking, Teamwork, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master's Degree, Management Studies
Southern Methodist University 2011 — 2015
B.S. in Financial Economics; B.A. in Markets & Culture
The Ellis School
High School
Holderness School
High School
Brown University 2009 — 2009
Pre-College Program Certificate, Summer Leadership Institute
On Assignment June 2015 - June 2015
Donghua Lvyuan May 2012 - May 2015
AXA Advisors June 2014 - August 2014
Skills
Management Consulting, Strategic Planning, Team Motivation, Corporate Development, Interpersonal..., Research, Project Management, Globalization, PowerPoint, Microsoft Excel, Influence Without..., Risk Management, Economic Data Analysis, Public Speaking, Teamwork, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master's Degree, Management Studies
Southern Methodist University 2011 — 2015
B.S. in Financial Economics; B.A. in Markets & Culture
The Ellis School
High School
Holderness School
High School
Brown University 2009 — 2009
Pre-College Program Certificate, Summer Leadership Institute
Erin Kumar Erin Kumar's AXA Advisors Experience April 2012 - January 2013
Job Marketing Specialist at Apcera
Industry Computer Software
Experience
Apcera February 2015 - Present
Seeking Sitters Inc September 2011 - December 2014
Apcera June 2014 - August 2014
AXA Advisors April 2012 - January 2013
Skills
Time Management, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Data Entry, Public Speaking, Event Management, Leadership, Build Strong..., Childcare, Facebook, Social Networking, Research, Event Planning
Education
Boise State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Human Resource Management & General Business
Università degli Studi di Torino 2013 — 2013
International Business
Central Washington University 2010 — 2011
Apcera February 2015 - Present
Seeking Sitters Inc September 2011 - December 2014
Apcera June 2014 - August 2014
AXA Advisors April 2012 - January 2013
Skills
Time Management, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Data Entry, Public Speaking, Event Management, Leadership, Build Strong..., Childcare, Facebook, Social Networking, Research, Event Planning
Education
Boise State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Human Resource Management & General Business
Università degli Studi di Torino 2013 — 2013
International Business
Central Washington University 2010 — 2011
Corey Calder's AXA Advisors Experience April 2011 - August 2011
Job Sales Acceleration Consultant | Predictive Analytics
Industry Computer Software
Experience
InsideSales.com May 2015 - Present
Anson Calder January 2015 - Present
InsideSales.com November 2014 - April 2015
Qualtrics May 2013 - November 2014
Q90 Corporation October 2012 - January 2013
Novell January 2012 - October 2012
Brigham Young University August 2011 - December 2011
AXA Advisors April 2011 - August 2011
Missionary Training Center March 2010 - August 2011
Pilot Chemical Co January 2011 - April 2011
Skills
Analysis, PowerPoint, Training, Business Analysis, Adobe Creative Suite, Data Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Marketing, Financial Modeling, Business Development, Social Media Marketing, Marketing Strategy, Management, Team Leadership, Editing, Account Management, Team Management, Entrepreneurship, Market Research, Lead Generation, Leadership, Finance, Sales, Public Speaking, Research, Social Media, Salesforce.com, Time Management, Coaching, Teaching, Customer Service, Sales Process, B2B, SaaS, B2B software
Education
Brigham Young University 2010 — 2013
BS, Business Management - Finance
InsideSales.com May 2015 - Present
Anson Calder January 2015 - Present
InsideSales.com November 2014 - April 2015
Qualtrics May 2013 - November 2014
Q90 Corporation October 2012 - January 2013
Novell January 2012 - October 2012
Brigham Young University August 2011 - December 2011
AXA Advisors April 2011 - August 2011
Missionary Training Center March 2010 - August 2011
Pilot Chemical Co January 2011 - April 2011
Skills
Analysis, PowerPoint, Training, Business Analysis, Adobe Creative Suite, Data Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Marketing, Financial Modeling, Business Development, Social Media Marketing, Marketing Strategy, Management, Team Leadership, Editing, Account Management, Team Management, Entrepreneurship, Market Research, Lead Generation, Leadership, Finance, Sales, Public Speaking, Research, Social Media, Salesforce.com, Time Management, Coaching, Teaching, Customer Service, Sales Process, B2B, SaaS, B2B software
Education
Brigham Young University 2010 — 2013
BS, Business Management - Finance
Kevin Cosman's AXA Advisors Experience June 2015 - Present
Job Financial Advising Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Follett Educational Services May 2010 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Leadership, Creativity, Smartphones, Energy, Internet, Social Networking, Organization, PowerPoint, Problem Solving, Twitter, Windows, YouTube, Microsoft Access
Education
Butler University 2012 — 2016
Accounting and Finance
AXA Advisors June 2015 - Present
Follett Educational Services May 2010 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Leadership, Creativity, Smartphones, Energy, Internet, Social Networking, Organization, PowerPoint, Problem Solving, Twitter, Windows, YouTube, Microsoft Access
Education
Butler University 2012 — 2016
Accounting and Finance
Corey James's AXA Advisors Experience December 2013 - January 2014
Job Relationship Banker at First Niagara Bank
Industry Banking
Experience
First Niagara Bank August 2015 - Present
SUNY Oswego May 2014 - Present
First Niagara Bank May 2014 - August 2014
AXA Advisors December 2013 - January 2014
Tuxedo Junction, Inc. December 2012 - August 2013
Christmas Tree Shops May 2011 - October 2011
McDonald's Corporation May 2010 - August 2011
Skills
Time Management, Teamwork, Microsoft Word, Team Leadership, PowerPoint, Microsoft Excel, Photoshop, Community Service, Fitness, Friendly Personality, Communication Skills, Dedication to work, Student Government, Athletics, Creative Problem Solving, Bloomberg Terminal, Financial Statement..., Portfolio Management, Management of Financial..., Financial Accounting, Corporate Finance, Business Ethics, Enterprise Risk..., Investments, Investment Strategies, MS Excel Pivot Tables, Financial Analysis, Stock Trading, Equities, Communication, Problem Solving, Public Speaking, Social Media, Customer Service, Microsoft Office
Education
State University of New York College at Oswego 2013 — 2015
Bachelor's Degree, Finance, General
Broome Community College 2011 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
First Niagara Bank August 2015 - Present
SUNY Oswego May 2014 - Present
First Niagara Bank May 2014 - August 2014
AXA Advisors December 2013 - January 2014
Tuxedo Junction, Inc. December 2012 - August 2013
Christmas Tree Shops May 2011 - October 2011
McDonald's Corporation May 2010 - August 2011
Skills
Time Management, Teamwork, Microsoft Word, Team Leadership, PowerPoint, Microsoft Excel, Photoshop, Community Service, Fitness, Friendly Personality, Communication Skills, Dedication to work, Student Government, Athletics, Creative Problem Solving, Bloomberg Terminal, Financial Statement..., Portfolio Management, Management of Financial..., Financial Accounting, Corporate Finance, Business Ethics, Enterprise Risk..., Investments, Investment Strategies, MS Excel Pivot Tables, Financial Analysis, Stock Trading, Equities, Communication, Problem Solving, Public Speaking, Social Media, Customer Service, Microsoft Office
Education
State University of New York College at Oswego 2013 — 2015
Bachelor's Degree, Finance, General
Broome Community College 2011 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Brandon L. Jackson, MBA Brandon L. Jackson, MBA's AXA Advisors Experience January 2013 - July 2015
Job SMA Advisory Operations Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
Courtney Jordan's AXA Advisors Experience February 2012 - April 2013
Job Chase Private Client Investment Associate at JPMorgan Chase N.A.
Industry Financial Services
Experience
JPMorgan Chase N.A. August 2013 - Present
AXA Advisors February 2012 - April 2013
Delta Sigma Pi 2010 - December 2011
The Cleveland Clinic June 2011 - August 2011
International Business Association January 2011 - May 2011
Education
Bowling Green State University 2008 — 2011
Bachelor of Science, Business Management
Cleveland State University 2011 — 2011
Business
Cuyahoga Community College 2007 — 2008
Strongsville High School 2004 — 2008
Diploma, College Prep
JPMorgan Chase N.A. August 2013 - Present
AXA Advisors February 2012 - April 2013
Delta Sigma Pi 2010 - December 2011
The Cleveland Clinic June 2011 - August 2011
International Business Association January 2011 - May 2011
Education
Bowling Green State University 2008 — 2011
Bachelor of Science, Business Management
Cleveland State University 2011 — 2011
Business
Cuyahoga Community College 2007 — 2008
Strongsville High School 2004 — 2008
Diploma, College Prep
Lindsey Ferruzzi's AXA Advisors Experience September 2006 - February 2008
Job Manager Michael Page Financial Services
Industry Staffing and Recruiting
Experience
Michael Page International May 2012 - Present
Michael Page June 2014 - January 2015
Michael Page September 2013 - June 2014
Michael Page May 2012 - September 2013
KPMG June 2008 - May 2012
AXA Advisors September 2006 - February 2008
Skills
Transfer Pricing, Financial Analysis, GAAP, Sales & Use Tax, FAS 5, Accountants, Tax Law, FIN 48, State Tax, Private Equity, Financial Services, Big 4, Recruiting, External Audit, IFRS, Hedge Funds, Finance, CPA, US GAAP, Due Diligence
Education
Boston University
Boston University - School of Management
Michael Page International May 2012 - Present
Michael Page June 2014 - January 2015
Michael Page September 2013 - June 2014
Michael Page May 2012 - September 2013
KPMG June 2008 - May 2012
AXA Advisors September 2006 - February 2008
Skills
Transfer Pricing, Financial Analysis, GAAP, Sales & Use Tax, FAS 5, Accountants, Tax Law, FIN 48, State Tax, Private Equity, Financial Services, Big 4, Recruiting, External Audit, IFRS, Hedge Funds, Finance, CPA, US GAAP, Due Diligence
Education
Boston University
Boston University - School of Management
Andrew Roach Andrew Roach's AXA Advisors Experience September 2013 - January 2014
Job Accounting Application Specialist/Engineer at Breuer & Co.
Industry Information Technology and Services
Experience
Breuer & Co. January 2014 - Present
AXA Advisors September 2013 - January 2014
Oceanstate Financial Services January 2013 - May 2013
Cumberland Farms May 2012 - August 2012
Bryant University Academic Center of Excellence September 2011 - May 2012
Breuer & Co. June 2010 - August 2011
Skills
SQL, Database Development, VBA, Analysis, Accounting, Budgets, Microsoft Excel, HTML, CSS, Social Media, FactSet, JavaScript, jQuery
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Alumni
Breuer & Co. January 2014 - Present
AXA Advisors September 2013 - January 2014
Oceanstate Financial Services January 2013 - May 2013
Cumberland Farms May 2012 - August 2012
Bryant University Academic Center of Excellence September 2011 - May 2012
Breuer & Co. June 2010 - August 2011
Skills
SQL, Database Development, VBA, Analysis, Accounting, Budgets, Microsoft Excel, HTML, CSS, Social Media, FactSet, JavaScript, jQuery
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Alumni
Christopher L. Tassone Christopher L. Tassone's AXA Advisors Experience November 2007 - Present
Job Managing Director at Physician's Choice Financial
Industry Financial Services
Experience
Physician's Choice Financial July 2011 - Present
AXA Advisors November 2007 - Present
Skills
Customer Service, Estate Planning, Risk Management, Public Speaking, Investment Planning..., Retirement Planning..., Wealth Management, Financial Strategies
Education
Boston University 2011 — 2015
Financial Planning
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Retirement Planning
University of South Carolina-Columbia
BA, Humanities and Social Sciences
Physician's Choice Financial July 2011 - Present
AXA Advisors November 2007 - Present
Skills
Customer Service, Estate Planning, Risk Management, Public Speaking, Investment Planning..., Retirement Planning..., Wealth Management, Financial Strategies
Education
Boston University 2011 — 2015
Financial Planning
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Retirement Planning
University of South Carolina-Columbia
BA, Humanities and Social Sciences
Ian Persaud, CRPC®'s AXA Advisors Experience May 2012 - Present
Job Management and Protection of Investments at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Financial Analysis, Business Strategy, Asset Protection, Strategic Financial..., Financial Risk..., Tactical Asset..., Quantitative Analysis
Education
Longwood University
Economics
Bowie State University
Bachelor of Science (B.S.), Business Administration and Management
Prince George's Community College
Economics
AXA Advisors May 2012 - Present
Skills
Retirement Planning, Financial Analysis, Business Strategy, Asset Protection, Strategic Financial..., Financial Risk..., Tactical Asset..., Quantitative Analysis
Education
Longwood University
Economics
Bowie State University
Bachelor of Science (B.S.), Business Administration and Management
Prince George's Community College
Economics
Deb Strauss's AXA Advisors Experience June 2015 - August 2015
Job Student
Industry Financial Services
Experience
Brandeis University July 2015 - Present
AXA Advisors June 2015 - August 2015
Maverick Capital May 2015 - May 2015
Eton Park December 2014 - January 2015
Whitehaven Asset Management, LP May 2014 - August 2014
Brandeis University Politics Department September 2013 - January 2014
New York State Psychiatric Institute/Columbia University Medical Center September 2012 - January 2013
Michels’ Campaigns May 2007 - September 2008
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Editing, Policy Analysis, Expense Reports, Invoice Processing, QuickBooks, Bank Reconciliation, Financial Accounting, Protein Assays, Coding Experimental Data, Financial Advisory
Education
Brandeis University 2013 — 2016
Bachelor's Degree, Senior
Maayanot High School 2008 — 2012
HS Diploma, GPA: 4.00, AP Biology: 5
Brandeis University July 2015 - Present
AXA Advisors June 2015 - August 2015
Maverick Capital May 2015 - May 2015
Eton Park December 2014 - January 2015
Whitehaven Asset Management, LP May 2014 - August 2014
Brandeis University Politics Department September 2013 - January 2014
New York State Psychiatric Institute/Columbia University Medical Center September 2012 - January 2013
Michels’ Campaigns May 2007 - September 2008
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Editing, Policy Analysis, Expense Reports, Invoice Processing, QuickBooks, Bank Reconciliation, Financial Accounting, Protein Assays, Coding Experimental Data, Financial Advisory
Education
Brandeis University 2013 — 2016
Bachelor's Degree, Senior
Maayanot High School 2008 — 2012
HS Diploma, GPA: 4.00, AP Biology: 5
Aaron Koons Aaron Koons's AXA Advisors Experience June 2011 - August 2011
Job Product Leader at Simplifile
Industry Computer Software
Experience
Simplifile February 2012 - Present
AXA Advisors June 2011 - August 2011
Brigham Young University September 2010 - May 2011
Cutco June 2008 - August 2008
Skills
Market Research, Research, Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Training, Leadership, Customer Service, Social Media, Teaching
Education
Brigham Young University
B.S, Economics
Mexico City 2008 — 2010
Fluent, Spanish
Simplifile February 2012 - Present
AXA Advisors June 2011 - August 2011
Brigham Young University September 2010 - May 2011
Cutco June 2008 - August 2008
Skills
Market Research, Research, Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Training, Leadership, Customer Service, Social Media, Teaching
Education
Brigham Young University
B.S, Economics
Mexico City 2008 — 2010
Fluent, Spanish
Christopher J. Fabian, CRPC's AXA Advisors Experience June 2009 - Present
Job Vice President, Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
Best Buddies New York March 2010 - Present
Northwestern Mutual April 2007 - January 2008
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planning, Asset Management, Risk Management, Financial Planners, Series 7, Retirement, Portfolio Management, Personal Financial..., Wealth Management..., 401k Rollovers, Budgeting, 401k, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Wealth Accumulation
Education
Siena College 2005 — 2009
BS, Finance, Minor in English
Bryant and Stratton College 2010 — 2012
Financial Planning Coursework
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor (SM)
AXA Advisors June 2009 - Present
Best Buddies New York March 2010 - Present
Northwestern Mutual April 2007 - January 2008
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planning, Asset Management, Risk Management, Financial Planners, Series 7, Retirement, Portfolio Management, Personal Financial..., Wealth Management..., 401k Rollovers, Budgeting, 401k, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Wealth Accumulation
Education
Siena College 2005 — 2009
BS, Finance, Minor in English
Bryant and Stratton College 2010 — 2012
Financial Planning Coursework
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor (SM)
Barbara Lythjohan's AXA Advisors Experience March 2015 - Present
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors May 2014 - March 2015
Landaas & Company November 2008 - September 2011
at Ozaukee Bank December 2006 - September 2008
Harris Bank 2008 - 2008
Ozaukee Bank October 2003 - December 2006
Concordia University Wisconsin April 2002 - October 2003
DeanCareHMO 1984 - May 1988
Education
Butler University 1981 — 1983
Westerville High School 1972 — 1973
AXA Advisors March 2015 - Present
AXA Advisors May 2014 - March 2015
Landaas & Company November 2008 - September 2011
at Ozaukee Bank December 2006 - September 2008
Harris Bank 2008 - 2008
Ozaukee Bank October 2003 - December 2006
Concordia University Wisconsin April 2002 - October 2003
DeanCareHMO 1984 - May 1988
Education
Butler University 1981 — 1983
Westerville High School 1972 — 1973
Kevin Cassidy McNee's AXA Advisors Experience November 2014 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
deVere USA Inc. May 2012 - September 2014
Unicredit March 2011 - December 2011
Network 1 Financial Securities June 2009 - March 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Baseball Austria February 2008 - October 2008
Skills
Portfolio Management, Asset Allocation, Retirement Plan..., Asset Protection, Insurance Planning, Growth Strategies, Income Replacement..., Estate Planning, Gifting Strategies, Client Services, Asset Management, Expatriate Management, Manager Selection, Financial Services, Wealth Management, Financial Analysis, Consulting, Money Management, Cash Flow
Education
Georgetown University - The McDonough School of Business
Brookdale Community College
Florida Atlantic University
Christian Brothers Academy
AXA Advisors November 2014 - Present
deVere USA Inc. May 2012 - September 2014
Unicredit March 2011 - December 2011
Network 1 Financial Securities June 2009 - March 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Baseball Austria February 2008 - October 2008
Skills
Portfolio Management, Asset Allocation, Retirement Plan..., Asset Protection, Insurance Planning, Growth Strategies, Income Replacement..., Estate Planning, Gifting Strategies, Client Services, Asset Management, Expatriate Management, Manager Selection, Financial Services, Wealth Management, Financial Analysis, Consulting, Money Management, Cash Flow
Education
Georgetown University - The McDonough School of Business
Brookdale Community College
Florida Atlantic University
Christian Brothers Academy
Kevin Kaplan Kevin Kaplan's AXA Advisors Experience August 2012 - October 2014
Job Partner at Silicon Hills Wealth Management, LLC
Industry Financial Services
Experience
Bundl Advisors March 2015 - Present
Silicon Hills Wealth Management, LLC October 2014 - Present
AXA Advisors August 2012 - October 2014
Dell October 2009 - June 2012
Dell Inc. July 2002 - October 2009
Lake Austin Fine Arts 1999 - 2002
Tivoli Systems/IBM 1998 - 2000
Inacom Information Systems October 1994 - August 1998
Pace/MacGill Gallery 1991 - 1994
Skills
Wealth Preservation..., Retirement Planning, Investment Strategies, Risk Management, Executive Benefit..., Insurance Planning, Education planning...
Education
Bucknell University 1986 — 1990
BA, Sociology
School of Visual Arts 1990 — 1992
MFA, Photography
Choate Rosemary Hall 1982 — 1986
General
Bundl Advisors March 2015 - Present
Silicon Hills Wealth Management, LLC October 2014 - Present
AXA Advisors August 2012 - October 2014
Dell October 2009 - June 2012
Dell Inc. July 2002 - October 2009
Lake Austin Fine Arts 1999 - 2002
Tivoli Systems/IBM 1998 - 2000
Inacom Information Systems October 1994 - August 1998
Pace/MacGill Gallery 1991 - 1994
Skills
Wealth Preservation..., Retirement Planning, Investment Strategies, Risk Management, Executive Benefit..., Insurance Planning, Education planning...
Education
Bucknell University 1986 — 1990
BA, Sociology
School of Visual Arts 1990 — 1992
MFA, Photography
Choate Rosemary Hall 1982 — 1986
General
Daniel Harding Daniel Harding's AXA Advisors Experience April 1980 - April 2008
Job CEO at Harding Financial Partners
Industry Financial Services
Experience
Harding Financial Partners May 2009 - Present
AXA Advisors April 1980 - April 2008
Skills
Strategic Financial..., Estate Tax Planning, Personal Tax Planning, Corporate Tax, Cost Efficiency, Estate Planning, Investment Advisory, Financial Advisory, High Net Worth..., Personal Finance, Retirement, IRAs, Asset Allocation, Financial Planners, Fixed Annuities, Financial Planning, Insurance, Retirement Planning
Education
University of Utah 1976 — 1980
Bachelor of Science (BS)
Brigham Young University 1975 — 1976
Harding Financial Partners May 2009 - Present
AXA Advisors April 1980 - April 2008
Skills
Strategic Financial..., Estate Tax Planning, Personal Tax Planning, Corporate Tax, Cost Efficiency, Estate Planning, Investment Advisory, Financial Advisory, High Net Worth..., Personal Finance, Retirement, IRAs, Asset Allocation, Financial Planners, Fixed Annuities, Financial Planning, Insurance, Retirement Planning
Education
University of Utah 1976 — 1980
Bachelor of Science (BS)
Brigham Young University 1975 — 1976
Emerson Rogers's AXA Advisors Experience June 2014 - January 2015
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
AXA Advisors June 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Customer Service, Writing, Teamwork, Time Management, Microsoft Word, Business Strategy, Finance, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Business Law
Brooks School 2006 — 2010
General Education
Merrill Lynch May 2015 - Present
AXA Advisors June 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Customer Service, Writing, Teamwork, Time Management, Microsoft Word, Business Strategy, Finance, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Business Law
Brooks School 2006 — 2010
General Education
Micah Gougler Micah Gougler's AXA Advisors Experience June 2014 - August 2014
Job Corporate Sales Representative at Workday
Industry Computer Software
Experience
Workday January 2015 - Present
AXA Advisors June 2014 - August 2014
Brigham Young University October 2011 - May 2013
Self Employed March 2009 - August 2011
Skills
Teamwork, English, Teaching, Fitness Consulting, Portuguese, Public Speaking, Market Research, Management, Personal Training, Business Strategy, Linguistics, Microsoft Word, PowerPoint, Social Media, Customer Service, Marketing, Business Development, Sales, Strategic Planning
Education
Thunderbird School of Global Management 2013 — 2014
Masters of Science in Global Management, Global Management with focus Strategic Management
Brigham Young University 2011 — 2013
Bachelor of Arts (B.A.), Linguistics
Workday January 2015 - Present
AXA Advisors June 2014 - August 2014
Brigham Young University October 2011 - May 2013
Self Employed March 2009 - August 2011
Skills
Teamwork, English, Teaching, Fitness Consulting, Portuguese, Public Speaking, Market Research, Management, Personal Training, Business Strategy, Linguistics, Microsoft Word, PowerPoint, Social Media, Customer Service, Marketing, Business Development, Sales, Strategic Planning
Education
Thunderbird School of Global Management 2013 — 2014
Masters of Science in Global Management, Global Management with focus Strategic Management
Brigham Young University 2011 — 2013
Bachelor of Arts (B.A.), Linguistics
Alexandra Pierce's AXA Advisors Experience June 2011 - May 2013
Job Senior Child Care Worker at Walker ICBAT Program
Industry Mental Health Care
Experience
Walker December 2013 - Present
Walker June 2013 - Present
Boston College Infant and Child Cognition Lab October 2012 - November 2013
Hillside Cafe September 2011 - June 2013
Walker January 2013 - May 2013
AXA Advisors June 2011 - May 2013
Sugar Hoot Bake Shop May 2011 - September 2011
Sportsplex Daycare Center June 2010 - September 2010
Teavana November 2008 - September 2009
Skills
SPSS, PowerPoint, Spanish, Italian, Therapeutic Crisis..., Data Entry, Video Coding, PsychoPy, Recruiting, Cpr Certified, AED, First Aid, Microsoft Office, Microsoft Excel, Mac, PC, Apple, General Office Duties, Organizing, Community Outreach, Social Media, Public Speaking, Facebook, Research, Microsoft Word, Editing, Event Planning, CPR Certified
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Clinical Psychology, Hispanic Studies
Brookfield High School 2005 — 2009
Walker December 2013 - Present
Walker June 2013 - Present
Boston College Infant and Child Cognition Lab October 2012 - November 2013
Hillside Cafe September 2011 - June 2013
Walker January 2013 - May 2013
AXA Advisors June 2011 - May 2013
Sugar Hoot Bake Shop May 2011 - September 2011
Sportsplex Daycare Center June 2010 - September 2010
Teavana November 2008 - September 2009
Skills
SPSS, PowerPoint, Spanish, Italian, Therapeutic Crisis..., Data Entry, Video Coding, PsychoPy, Recruiting, Cpr Certified, AED, First Aid, Microsoft Office, Microsoft Excel, Mac, PC, Apple, General Office Duties, Organizing, Community Outreach, Social Media, Public Speaking, Facebook, Research, Microsoft Word, Editing, Event Planning, CPR Certified
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Clinical Psychology, Hispanic Studies
Brookfield High School 2005 — 2009
Jenna R. Fiore's AXA Advisors Experience September 2012 - June 2015
Job Licensed Personal Banker II / Brokerage Associate
Industry Banking
Experience
Wells Fargo Bank & Wells Fargo Advisors June 2015 - Present
AXA Advisors September 2012 - June 2015
Private Client Resources, LLC May 2008 - August 2008
Mayflower Inn and Spa July 2006 - August 2007
Skills
Finance, Asset Management, Series 7, Econometrics, Analysis, Retirement, Investment Strategies, Economics, Lines Of Credit, Portfolio Management, Series 65, College Education..., Investments, Strategic Financial..., Series 63, Loans, Business Development, Portfolio Performance..., Liquidity Management, Mutual Funds, FINRA, Research, Stata, Fixed Annuities, Microsoft Excel, Suitability Analysis, Microsoft Office, CT Producer License, Banking, Variable Annuities, Risk Models, Marketplace, Municipal Services, Equity Indexed Annuities
Education
Boston University 2007 — 2011
Bachelor’s Degree, Economics
Boston University College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Economics
Pomperaug
Wells Fargo Bank & Wells Fargo Advisors June 2015 - Present
AXA Advisors September 2012 - June 2015
Private Client Resources, LLC May 2008 - August 2008
Mayflower Inn and Spa July 2006 - August 2007
Skills
Finance, Asset Management, Series 7, Econometrics, Analysis, Retirement, Investment Strategies, Economics, Lines Of Credit, Portfolio Management, Series 65, College Education..., Investments, Strategic Financial..., Series 63, Loans, Business Development, Portfolio Performance..., Liquidity Management, Mutual Funds, FINRA, Research, Stata, Fixed Annuities, Microsoft Excel, Suitability Analysis, Microsoft Office, CT Producer License, Banking, Variable Annuities, Risk Models, Marketplace, Municipal Services, Equity Indexed Annuities
Education
Boston University 2007 — 2011
Bachelor’s Degree, Economics
Boston University College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Economics
Pomperaug
Cameron Glassman Cameron Glassman's AXA Advisors Experience September 2014 - March 2015
Job Strategic Marketing Manager at DealerSocket
Industry Automotive
Experience
DealerSocket April 2015 - Present
AXA Advisors September 2014 - March 2015
GE Capital March 2013 - May 2014
Investment Property Group April 2012 - August 2012
Beneficial Group September 2011 - December 2011
Skills
Valuation, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Economics, Credit Rating, Market Research, Capital IQ, Microsoft Word, Real Estate Financing, Financial Analysis, Equity Research, Data Analysis, Demographic Analysis, Investments
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Business Management; Finance
DealerSocket April 2015 - Present
AXA Advisors September 2014 - March 2015
GE Capital March 2013 - May 2014
Investment Property Group April 2012 - August 2012
Beneficial Group September 2011 - December 2011
Skills
Valuation, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Economics, Credit Rating, Market Research, Capital IQ, Microsoft Word, Real Estate Financing, Financial Analysis, Equity Research, Data Analysis, Demographic Analysis, Investments
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Business Management; Finance
Elana Lavi's AXA Advisors Experience June 2014 - August 2014
Job Student at Boston University School of Management
Industry Investment Management
Experience
Boston University Questrom School of Business September 2011 - May 2015
AXA Advisors June 2014 - August 2014
Estate Construction Corp 2012 - 2013
Kamali Group March 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Databases, Time Management, Management, Analysis, Finance, Market Research, Communication, Marketing Communications, Advertising, Financial Analysis
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Accounting, Finance, and Business Law
North Shore Hebrew Academy High School 2007 — 2011
Boston University Questrom School of Business September 2011 - May 2015
AXA Advisors June 2014 - August 2014
Estate Construction Corp 2012 - 2013
Kamali Group March 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Databases, Time Management, Management, Analysis, Finance, Market Research, Communication, Marketing Communications, Advertising, Financial Analysis
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Accounting, Finance, and Business Law
North Shore Hebrew Academy High School 2007 — 2011
Kathy Cleek Kathy Cleek's AXA Advisors Experience 2003 - 2005
Job Business Owner at Nana's Pockets
Industry Consumer Goods
Experience
Nana's Pockets September 2013 - Present
Jeffco Public Schools August 2011 - May 2013
FulCircle, Inc May 2009 - January 2011
Colorado Christian University June 2005 - November 2007
AXA Advisors 2003 - 2005
ABM Industries 1994 - 2003
McDonnell Douglas Aircraft Company 1989 - 1994
Skills
My 40 years of work..., Team Building, Microsoft Office, Food Service, Customer Service, Strategic Planning, Coaching, Business Planning, Catering, Sales, New Business Development
Education
Colorado Christian University 2004 — 2006
Bachelor's degree, Organizational Leadership
Golden West College 1993 — 1995
Certificate, Certified Professional Secretary
California Baptist University 1983 — 1986
Business Administration and Management, Music
Western College of Allied Health 1977 — 1978
Registered Dental Assistant
Nana's Pockets September 2013 - Present
Jeffco Public Schools August 2011 - May 2013
FulCircle, Inc May 2009 - January 2011
Colorado Christian University June 2005 - November 2007
AXA Advisors 2003 - 2005
ABM Industries 1994 - 2003
McDonnell Douglas Aircraft Company 1989 - 1994
Skills
My 40 years of work..., Team Building, Microsoft Office, Food Service, Customer Service, Strategic Planning, Coaching, Business Planning, Catering, Sales, New Business Development
Education
Colorado Christian University 2004 — 2006
Bachelor's degree, Organizational Leadership
Golden West College 1993 — 1995
Certificate, Certified Professional Secretary
California Baptist University 1983 — 1986
Business Administration and Management, Music
Western College of Allied Health 1977 — 1978
Registered Dental Assistant
Richard Seung Oh's AXA Advisors Experience August 2013 - October 2014
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
AXA Advisors August 2013 - October 2014
Brigham Young University August 2010 - August 2013
Brigham Young University January 2012 - April 2012
Pearce Consulting, Inc. May 2008 - July 2008
Skills
Research, Korean, PowerPoint, Stata, Microsoft Excel, Public Speaking, Microsoft Office, Statistics, Economics, Data Analysis, Econometrics, Regression Analysis, Translation, Analysis, Mathematical Statistics, Financial Analysis, Financial Services, Financial Consulting, Life Insurance, Java
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (BA), Economics
Charles Schwab November 2014 - Present
AXA Advisors August 2013 - October 2014
Brigham Young University August 2010 - August 2013
Brigham Young University January 2012 - April 2012
Pearce Consulting, Inc. May 2008 - July 2008
Skills
Research, Korean, PowerPoint, Stata, Microsoft Excel, Public Speaking, Microsoft Office, Statistics, Economics, Data Analysis, Econometrics, Regression Analysis, Translation, Analysis, Mathematical Statistics, Financial Analysis, Financial Services, Financial Consulting, Life Insurance, Java
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (BA), Economics
Brian Teter's AXA Advisors Experience October 2004 - Present
Job Financial Planner at AXA
Industry Financial Services
Experience
Axa Advisors October 2004 - Present
JP Morgan May 1999 - June 2004
DaimlerChrysler 1995 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Financial Planning, Retirement, Estate Planning, Investments, Investment Strategies, Annuities, 401k, Financial Advisory, Securities, Wealth, Pensions, Long Term Care, Insurance, Equities, ETFs, Asset Management, Portfolio Management, Alternative Investments, Strategic Financial..., Fixed Annuities, FINRA, Finance, Financial Services, Investment Management, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Financial Goals, 401k Rollovers, 529 Plans, Series 6, Variable Annuities, Long Term Care Insurance, High Net Worth..., Long-term Care, Series 63, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting and Finance
Don Bosco Prep 1990 — 1994
High school, Liberal Arts and Sciences/Liberal Studies
Axa Advisors October 2004 - Present
JP Morgan May 1999 - June 2004
DaimlerChrysler 1995 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Financial Planning, Retirement, Estate Planning, Investments, Investment Strategies, Annuities, 401k, Financial Advisory, Securities, Wealth, Pensions, Long Term Care, Insurance, Equities, ETFs, Asset Management, Portfolio Management, Alternative Investments, Strategic Financial..., Fixed Annuities, FINRA, Finance, Financial Services, Investment Management, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Financial Goals, 401k Rollovers, 529 Plans, Series 6, Variable Annuities, Long Term Care Insurance, High Net Worth..., Long-term Care, Series 63, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting and Finance
Don Bosco Prep 1990 — 1994
High school, Liberal Arts and Sciences/Liberal Studies
Kerri Sullivan-Kreiss, CFP®, AIF®'s AXA Advisors Experience 1991 - 2004
Job Financial Advisor with 20+ yrs. experience, President, SullivanKreiss Financial, Inc. kerri@sullivankreissfinancial.com
Industry Financial Services
Experience
SullivanKreiss Financial, Inc. 2004 - Present
AXA Advisors 1991 - 2004
Skills
Financial Planning, Estate Planning, VA, Retirement Planning, Divorce Planning, Wealth Management, Retirement, Investments, Insurance, Asset Management, Portfolio Management, Investment Advisory, Annuities, Long Term Care, Succession Planning, Asset Allocation, 401k, Charitable Giving, Risk Management
Education
Bucknell University 1987 — 1990
B.S.& B.A., Economics & Spanish
SullivanKreiss Financial, Inc. 2004 - Present
AXA Advisors 1991 - 2004
Skills
Financial Planning, Estate Planning, VA, Retirement Planning, Divorce Planning, Wealth Management, Retirement, Investments, Insurance, Asset Management, Portfolio Management, Investment Advisory, Annuities, Long Term Care, Succession Planning, Asset Allocation, 401k, Charitable Giving, Risk Management
Education
Bucknell University 1987 — 1990
B.S.& B.A., Economics & Spanish
Will Mullin Will Mullin's AXA Advisors Experience June 2001 - July 2007
Job President, Villanova Financial Services, Inc.
Industry Financial Services
Experience
Villanova Financial Services, Inc. June 2001 - Present
AXA Advisors June 2001 - July 2007
Merrill Lynch January 1996 - June 1999
Education
Boston University 1991 — 1993
M.S., Business Adminsitration
University of Tampa 1988 — 1990
B.S., Finance
Villanova Financial Services, Inc. June 2001 - Present
AXA Advisors June 2001 - July 2007
Merrill Lynch January 1996 - June 1999
Education
Boston University 1991 — 1993
M.S., Business Adminsitration
University of Tampa 1988 — 1990
B.S., Finance
Kalen Summers's AXA Advisors Experience September 2010 - December 2010
Job Consultant at Public Consulting Group
Industry Management Consulting
Experience
Public Consulting Group June 2015 - Present
Public Consulting Group November 2013 - June 2015
Citi September 2012 - October 2013
Citi December 2010 - September 2012
AXA Advisors September 2010 - December 2010
Brigham Young University-Hawaii September 2008 - April 2009
Brigham Young University-Hawaii February 2008 - April 2009
Smith Barney May 2008 - July 2008
Brigham Young University-Hawaii January 2008 - May 2008
Hawaii Kine Ornaments August 2007 - December 2007
Skills
Economics, Investments, Valuation, Banking, Financial Analysis, Corporate Finance, Finance, Econometrics, Macroeconomics, Financial Accounting, Microeconomics, Game Theory, Financial Economics, Portfolio Management, Management, Calculus, FX Options, Leadership, Data Analysis, SQL
Education
University at Buffalo 2009 — 2011
M.A., Economics
Brigham Young University - Hawaii 2005 — 2009
B.S., International Business Management
Public Consulting Group June 2015 - Present
Public Consulting Group November 2013 - June 2015
Citi September 2012 - October 2013
Citi December 2010 - September 2012
AXA Advisors September 2010 - December 2010
Brigham Young University-Hawaii September 2008 - April 2009
Brigham Young University-Hawaii February 2008 - April 2009
Smith Barney May 2008 - July 2008
Brigham Young University-Hawaii January 2008 - May 2008
Hawaii Kine Ornaments August 2007 - December 2007
Skills
Economics, Investments, Valuation, Banking, Financial Analysis, Corporate Finance, Finance, Econometrics, Macroeconomics, Financial Accounting, Microeconomics, Game Theory, Financial Economics, Portfolio Management, Management, Calculus, FX Options, Leadership, Data Analysis, SQL
Education
University at Buffalo 2009 — 2011
M.A., Economics
Brigham Young University - Hawaii 2005 — 2009
B.S., International Business Management
Matt Kachaluba, CCE Matt Kachaluba, CCE's AXA Advisors Experience October 2001 - June 2003
Job Credit Manager at GreenPages Technology Solutions
Industry Information Technology and Services
Experience
GreenPages Technology Solutions August 2013 - Present
Twin Rivers Paper Company June 2011 - August 2013
Bar-S Foods Co. August 2003 - April 2011
AXA Advisors October 2001 - June 2003
Skills
Process Improvement, Credit, Strategic Planning, Financial Reporting, Budgets, Credit Analysis, Forecasting, Financial Analysis, Account Reconciliation, Credit Risk, Finance, Accounting, Team Building, Microsoft Excel, Risk Management, Accounts Receivable, Analysis, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance, International Mangement
Boston University 1997 — 2001
BA, Economics
GreenPages Technology Solutions August 2013 - Present
Twin Rivers Paper Company June 2011 - August 2013
Bar-S Foods Co. August 2003 - April 2011
AXA Advisors October 2001 - June 2003
Skills
Process Improvement, Credit, Strategic Planning, Financial Reporting, Budgets, Credit Analysis, Forecasting, Financial Analysis, Account Reconciliation, Credit Risk, Finance, Accounting, Team Building, Microsoft Excel, Risk Management, Accounts Receivable, Analysis, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance, International Mangement
Boston University 1997 — 2001
BA, Economics
Erik Mosholt's AXA Advisors Experience July 1999 - July 2004
Job Chief Investment Officer at KB Financial Partners
Industry Investment Management
Experience
KB Financial Partners July 2005 - Present
AXA Advisors July 1999 - July 2004
Prudential Investments (a.ka. Prudential Mutual Fund Management) July 1992 - July 1999
Prudential Bache Securities July 1990 - June 1992
Skills
Asset Management, Mutual Funds, Separately Managed..., ETFs, Hedge Funds, Asset Allocation, Global Tactical Asset..., Portfolio Management, Portfolio Optimization, Investments, Alternative Investments, Investment Advisory, Investment Management, Investment Research, Due Diligence, Strategic Planning, Product Management, Product Development, P&L Management, Investment Education, Personal Financial..., Wealth Management, Retirement Planning, Qualified Retirement...
Education
Boston College 1986 — 1990
BS, Finance
KB Financial Partners July 2005 - Present
AXA Advisors July 1999 - July 2004
Prudential Investments (a.ka. Prudential Mutual Fund Management) July 1992 - July 1999
Prudential Bache Securities July 1990 - June 1992
Skills
Asset Management, Mutual Funds, Separately Managed..., ETFs, Hedge Funds, Asset Allocation, Global Tactical Asset..., Portfolio Management, Portfolio Optimization, Investments, Alternative Investments, Investment Advisory, Investment Management, Investment Research, Due Diligence, Strategic Planning, Product Management, Product Development, P&L Management, Investment Education, Personal Financial..., Wealth Management, Retirement Planning, Qualified Retirement...
Education
Boston College 1986 — 1990
BS, Finance
John P. Montalvo John P. Montalvo's AXA Advisors Experience February 2014 - August 2014
Job Relationship Banker II at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
Erika Velez Erika Velez's AXA Advisors Experience April 2013 - October 2014
Job Realtor
Industry Financial Services
Experience
Keller Williams Realty, Inc. April 2015 - Present
AXA Advisors April 2013 - October 2014
Nike May 2011 - April 2013
Aeropostale November 2009 - May 2011
Chattahoochee Officials 2006 - 2010
Skills
Team Leadership, Business Planning, Multi Tasking, Organization, Computer Proficiency, Salesforce.com, Customer Retention, Event Planning, Public Relations, Sales Presentations, Leadership, Customer Service, Management, Social Networking, Merchandising, Teamwork, Microsoft Word, Data Entry, Insurance, Microsoft Excel, Social Media Marketing, Networking, Sales, Retail, Account Management, Sales Operations, Customer Satisfaction, Training, PowerPoint, Inventory Management, Business, Microsoft Office, Sales Management, Recruiting, Marketing, Time Management
Education
Brewton-Parker College 2010 — 2012
Business Management, Business Administration and Management, General
Darton College 2008 — 2010
Keller Williams Realty, Inc. April 2015 - Present
AXA Advisors April 2013 - October 2014
Nike May 2011 - April 2013
Aeropostale November 2009 - May 2011
Chattahoochee Officials 2006 - 2010
Skills
Team Leadership, Business Planning, Multi Tasking, Organization, Computer Proficiency, Salesforce.com, Customer Retention, Event Planning, Public Relations, Sales Presentations, Leadership, Customer Service, Management, Social Networking, Merchandising, Teamwork, Microsoft Word, Data Entry, Insurance, Microsoft Excel, Social Media Marketing, Networking, Sales, Retail, Account Management, Sales Operations, Customer Satisfaction, Training, PowerPoint, Inventory Management, Business, Microsoft Office, Sales Management, Recruiting, Marketing, Time Management
Education
Brewton-Parker College 2010 — 2012
Business Management, Business Administration and Management, General
Darton College 2008 — 2010
Tim Weaton's AXA Advisors Experience September 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2006 - Present
Skills
Investments, Finance, Mutual Fund Investing, Stocks, Variable Annuity..., Securities, Retirement Planning, Series 7, Fixed Annuity Investing
Education
Boston College 2002 — 2006
BS, Finance & Accounting
AXA Advisors September 2006 - Present
Skills
Investments, Finance, Mutual Fund Investing, Stocks, Variable Annuity..., Securities, Retirement Planning, Series 7, Fixed Annuity Investing
Education
Boston College 2002 — 2006
BS, Finance & Accounting
Walter Petro's AXA Advisors Experience August 2005 - May 2012
Job Principal at Infinitely Possible Financial
Industry Financial Services
Experience
Infinitely Possible Financial May 2012 - Present
Infinitely Possible Performance May 2012 - Present
AXA Advisors August 2005 - May 2012
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Insurance, Fixed Annuities, Wealth Management, Securities, Estate Planning, Life Insurance, Retirement, Finance, Series 7, Investments, Series 63
Education
Boston University - School of Management 1985 — 1989
B.S., Finance
Infinitely Possible Financial May 2012 - Present
Infinitely Possible Performance May 2012 - Present
AXA Advisors August 2005 - May 2012
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Insurance, Fixed Annuities, Wealth Management, Securities, Estate Planning, Life Insurance, Retirement, Finance, Series 7, Investments, Series 63
Education
Boston University - School of Management 1985 — 1989
B.S., Finance
Bachir Oueida's AXA Advisors Experience 2000 - December 2005
Job President at L.A. Real Estate Inc.
Industry Real Estate
Experience
AXA Advisors 2000 - December 2005
Skills
Portfolio Management, Asset Managment, Investments, Valuation, Real Estate, Asset Management, Real Estate Transactions, Negotiation, Buyers, Finance, Real Estate Development, Real Estate Economics, Strategic Planning, Leases, Commercial Real Estate
Education
California Lutheran University 2004 — 2006
MBA
University of Southern California
BSEE
AXA Advisors 2000 - December 2005
Skills
Portfolio Management, Asset Managment, Investments, Valuation, Real Estate, Asset Management, Real Estate Transactions, Negotiation, Buyers, Finance, Real Estate Development, Real Estate Economics, Strategic Planning, Leases, Commercial Real Estate
Education
California Lutheran University 2004 — 2006
MBA
University of Southern California
BSEE
Nicholas Hourigan's AXA Advisors Experience August 2010 - November 2010
Job Inside Sales at Actifio
Industry Information Technology and Services
Experience
Actifio July 2015 - Present
Adrenaline Lacrosse June 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
AXA Advisors August 2010 - November 2010
Skills
Leadership, Teamwork, Coaching, Athletics, Lacrosse, Coaching & Mentoring, Team Building, Team Motivation, Leadership Development, Recruiting, Relationship Building, Public Speaking, Networking, Sports Conditioning, Organization Skills, Strength & Conditioning, NCAA Compliance, Lesson Planning, Microsoft Office, Marketing, Problem Solving, Warm Calling, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Finance, Accounting, Salesforce.com, CRM
Education
Le Moyne College 2011 — 2015
B.S. in Business, Finance
Bryant and Stratton College-Albany 2012 — 2012
Life, Accident and Health Insurance Pre-Licensing Training
Shenendehowa HS 2007 — 2011
Actifio July 2015 - Present
Adrenaline Lacrosse June 2013 - September 2013
Northwestern Mutual May 2012 - November 2012
AXA Advisors August 2010 - November 2010
Skills
Leadership, Teamwork, Coaching, Athletics, Lacrosse, Coaching & Mentoring, Team Building, Team Motivation, Leadership Development, Recruiting, Relationship Building, Public Speaking, Networking, Sports Conditioning, Organization Skills, Strength & Conditioning, NCAA Compliance, Lesson Planning, Microsoft Office, Marketing, Problem Solving, Warm Calling, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Finance, Accounting, Salesforce.com, CRM
Education
Le Moyne College 2011 — 2015
B.S. in Business, Finance
Bryant and Stratton College-Albany 2012 — 2012
Life, Accident and Health Insurance Pre-Licensing Training
Shenendehowa HS 2007 — 2011
Thomas Bonhag's AXA Advisors Experience September 2011 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
AXA Advisors September 2011 - Present
National Madison Group, Inc. February 2005 - September 2011
AXA August 1995 - February 2005
Winged Keel Group March 1994 - August 1995
Kornreich Life Associates, Inc. January 1990 - March 1994
Equitable Life September 1978 - January 1990
Education
Brookdale Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Health Information/Medical Records Technology/Technician, 3.812
St. John's University, The Peter J. Tobin College of Business 1975 — 1979
MBA, Executive Management
Fordham University 1969 — 1973
BS, Marketing/Management
Cathedral Prep 1965 — 1969
NYS Regents diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
AXA Advisors September 2011 - Present
National Madison Group, Inc. February 2005 - September 2011
AXA August 1995 - February 2005
Winged Keel Group March 1994 - August 1995
Kornreich Life Associates, Inc. January 1990 - March 1994
Equitable Life September 1978 - January 1990
Education
Brookdale Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Health Information/Medical Records Technology/Technician, 3.812
St. John's University, The Peter J. Tobin College of Business 1975 — 1979
MBA, Executive Management
Fordham University 1969 — 1973
BS, Marketing/Management
Cathedral Prep 1965 — 1969
NYS Regents diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Josh Millman's AXA Advisors Experience April 2010 - October 2012
Job AVP; AFFIRM Product Manager at iPipeline
Industry Insurance
Experience
iPipeline August 2015 - Present
iPipeline October 2012 - Present
AXA Advisors April 2010 - October 2012
AXA Equitable Life Insurance 2006 - October 2010
AXA-Equitable August 2006 - August 2008
New York Life 2004 - 2006
Skills
Insurance, Financial Analysis, Product Development, Fixed Annuities, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
Boston College Law School 1999 — 2003
JD
University of Michigan 1994 — 1998
iPipeline August 2015 - Present
iPipeline October 2012 - Present
AXA Advisors April 2010 - October 2012
AXA Equitable Life Insurance 2006 - October 2010
AXA-Equitable August 2006 - August 2008
New York Life 2004 - 2006
Skills
Insurance, Financial Analysis, Product Development, Fixed Annuities, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
Boston College Law School 1999 — 2003
JD
University of Michigan 1994 — 1998
Chris Genovese's AXA Advisors Experience March 2007 - July 2009
Job NYM Tax Finance Manager at PwC
Industry Accounting
Experience
PwC October 2014 - Present
PwC November 2012 - October 2014
PwC March 2011 - November 2012
AXA Advisors March 2007 - July 2009
Skills
Accounting, Financial Analysis, Risk Management, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management, Wealth Management, Investment Management, Estate Planning, Microsoft Excel, Access, Financial Reporting
Education
Boston University 2003 — 2007
PwC October 2014 - Present
PwC November 2012 - October 2014
PwC March 2011 - November 2012
AXA Advisors March 2007 - July 2009
Skills
Accounting, Financial Analysis, Risk Management, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management, Wealth Management, Investment Management, Estate Planning, Microsoft Excel, Access, Financial Reporting
Education
Boston University 2003 — 2007
Ralph Rogers, CAMS's AXA Advisors Experience 1997 - 2002
Job AVP, Brokerage Operations at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities May 2010 - Present
Park Avenue Securities July 2004 - May 2010
Wachovia Bank October 2002 - July 2004
AXA Advisors 1997 - 2002
Skills
Fixed Annuities, Series 24, Series 63, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 65, Retirement Planning, Investments, Disability Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 6, Finance, Retirement, Asset Management, Fixed Income, Securities, Insurance, ETFs, Financial Risk, Investment Advisory, Trading, Equities, Risk Management, Mutual Funds, 401k, Alternative Investments, Strategic Financial..., Life Insurance, Investment Strategies, IRAs, Options, Bonds, Investment Management, Hedge Funds, Financial Advisory, AML, Wealth Management..., Estate Planning, Variable Annuities, Wealth, Financial Planners, Pensions, Equity Trading
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Park Avenue Securities May 2010 - Present
Park Avenue Securities July 2004 - May 2010
Wachovia Bank October 2002 - July 2004
AXA Advisors 1997 - 2002
Skills
Fixed Annuities, Series 24, Series 63, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 65, Retirement Planning, Investments, Disability Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 6, Finance, Retirement, Asset Management, Fixed Income, Securities, Insurance, ETFs, Financial Risk, Investment Advisory, Trading, Equities, Risk Management, Mutual Funds, 401k, Alternative Investments, Strategic Financial..., Life Insurance, Investment Strategies, IRAs, Options, Bonds, Investment Management, Hedge Funds, Financial Advisory, AML, Wealth Management..., Estate Planning, Variable Annuities, Wealth, Financial Planners, Pensions, Equity Trading
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Beth Botti, CFP(R), ChFC, CLU's AXA Advisors Experience June 2003 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors June 2003 - Present
Commonwealth Financial Network May 2000 - August 2001
Cendant 1998 - 2000
Cendant 1998 - 2000
Education
Brandeis International Business School 2000 — 2002
MA, International Economics and Finance
Brandeis University 1997 — 2000
BA, Economics & Politics
AXA Advisors June 2003 - Present
Commonwealth Financial Network May 2000 - August 2001
Cendant 1998 - 2000
Cendant 1998 - 2000
Education
Brandeis International Business School 2000 — 2002
MA, International Economics and Finance
Brandeis University 1997 — 2000
BA, Economics & Politics
Pat Roy's AXA Advisors Experience November 2004 - Present
Job VP AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2004 - Present
Wachovia Securities 2003 - 2004
Prudential Securities 1990 - 2003
Education
Boston University School of Law 1982 — 1985
JD
University of Vermont 1980 — 1982
BA, American History
AXA Advisors November 2004 - Present
Wachovia Securities 2003 - 2004
Prudential Securities 1990 - 2003
Education
Boston University School of Law 1982 — 1985
JD
University of Vermont 1980 — 1982
BA, American History
Robert Caesar's AXA Advisors Experience March 2006 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2006 - Present
Skills
Retirement Planning, Investments, Fixed Annuities, Portfolio Management, Securities, Insurance, FINRA, Series 7, Finance, Tax, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business
Saint Joseph's University 2003 — 2006
Bachelor's Degree, Economics / Business
Bucknell University 2002 — 2003
Economics
AXA Advisors March 2006 - Present
Skills
Retirement Planning, Investments, Fixed Annuities, Portfolio Management, Securities, Insurance, FINRA, Series 7, Finance, Tax, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business
Saint Joseph's University 2003 — 2006
Bachelor's Degree, Economics / Business
Bucknell University 2002 — 2003
Economics
David McKeon's AXA Advisors Experience April 2012 - Present
Job Retired
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
Cobblestone Financial Group July 2007 - July 2011
Community Bank, N.A. March 2003 - July 2007
M & T Bank April 1996 - December 2002
Chase Bank June 1993 - April 1996
Fleet Financial Group May 1989 - June 1993
Marine Midland Bank September 1974 - May 1989
Skills
Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Risk Management, Commercial Lending
Education
Boston College 1970 — 1974
Bachelor of Arts, Political Science
AXA Advisors April 2012 - Present
Cobblestone Financial Group July 2007 - July 2011
Community Bank, N.A. March 2003 - July 2007
M & T Bank April 1996 - December 2002
Chase Bank June 1993 - April 1996
Fleet Financial Group May 1989 - June 1993
Marine Midland Bank September 1974 - May 1989
Skills
Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Risk Management, Commercial Lending
Education
Boston College 1970 — 1974
Bachelor of Arts, Political Science
Pierre Luma's AXA Advisors Experience October 2004 - June 2005
Job Principal Consultant at Cohesive Technical Solutions, Inc.
Industry Information Technology and Services
Experience
Cohesive Technical Solutions, Inc. 2009 - Present
Kirkland & Ellis LLP October 2009 - January 2010
Clifford Chance 2010 - 2010
Pryor Cashman LLP 2010 - 2010
MPL Systems Inc. 2003 - 2010
Paul, Hastings, Janofsky & Walker LLP February 2009 - October 2009
Proskauer Rose LLP December 2007 - December 2008
Thacher Proffitt & Wood LLP November 2006 - November 2007
Cravath, Swaine & Moore LLP January 2006 - November 2006
AXA Advisors October 2004 - June 2005
Skills
Active Directory, Citrix, Troubleshooting, Virtualization, SharePoint, WAN, Microsoft Exchange, Switches, Networking, Technical Support, Servers, CCNA, Routers, VMware, Windows Server, Laptops, Windows, Data Center, Firewalls, Help Desk Support, Computer Hardware, XP, Windows 7, IT Management, Network Administration, ITIL, Security, Disaster Recovery, Wireless Networking, System Administration, VPN, Network Security, Lotus Notes, TCP/IP, Routing, VoIP, Software Installation, IT Operations, Cisco Technologies, Information Technology, Hardware, DNS, Operating Systems, IT Service Management, System Deployment, Blackberry, Cloud Computing, Software Documentation, VMware ESX, DHCP
Education
State University of New York Empire State College 2006 — 2008
Information Systems, Computer Networking, Hardware, Software
Borough of Manhattan Community College 2005 — 2006
Cisco Network Academy Certificate, Networking, routing/switching/subnetting/etc...
Cohesive Technical Solutions, Inc. 2009 - Present
Kirkland & Ellis LLP October 2009 - January 2010
Clifford Chance 2010 - 2010
Pryor Cashman LLP 2010 - 2010
MPL Systems Inc. 2003 - 2010
Paul, Hastings, Janofsky & Walker LLP February 2009 - October 2009
Proskauer Rose LLP December 2007 - December 2008
Thacher Proffitt & Wood LLP November 2006 - November 2007
Cravath, Swaine & Moore LLP January 2006 - November 2006
AXA Advisors October 2004 - June 2005
Skills
Active Directory, Citrix, Troubleshooting, Virtualization, SharePoint, WAN, Microsoft Exchange, Switches, Networking, Technical Support, Servers, CCNA, Routers, VMware, Windows Server, Laptops, Windows, Data Center, Firewalls, Help Desk Support, Computer Hardware, XP, Windows 7, IT Management, Network Administration, ITIL, Security, Disaster Recovery, Wireless Networking, System Administration, VPN, Network Security, Lotus Notes, TCP/IP, Routing, VoIP, Software Installation, IT Operations, Cisco Technologies, Information Technology, Hardware, DNS, Operating Systems, IT Service Management, System Deployment, Blackberry, Cloud Computing, Software Documentation, VMware ESX, DHCP
Education
State University of New York Empire State College 2006 — 2008
Information Systems, Computer Networking, Hardware, Software
Borough of Manhattan Community College 2005 — 2006
Cisco Network Academy Certificate, Networking, routing/switching/subnetting/etc...
Andrew Meinbresse's AXA Advisors Experience January 2008 - May 2012
Job District Manager | Garden State North
Industry Financial Services
Experience
VALIC July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
AXA Advisors January 2008 - May 2012
AXA Advisors December 2004 - January 2008
Skills
Retirement Planning, Investments, Wealth Accumulation, Management, Training, Finance, Small Business, Recruiting, Wealth, Strategic Financial..., Retirement, Securities, Financial Planners, Business Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2004
Finance, Personal Finance
Bowling Green State University 2000 — 2001
Finance
Upper St Clair 1997 — 2000
VALIC July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
AXA Advisors January 2008 - May 2012
AXA Advisors December 2004 - January 2008
Skills
Retirement Planning, Investments, Wealth Accumulation, Management, Training, Finance, Small Business, Recruiting, Wealth, Strategic Financial..., Retirement, Securities, Financial Planners, Business Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2004
Finance, Personal Finance
Bowling Green State University 2000 — 2001
Finance
Upper St Clair 1997 — 2000
Stephen Seltzer's AXA Advisors Experience January 2003 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2003 - Present
Charles Bluestone Company August 1995 - June 1998
Richard A. Eisner & Company December 1989 - January 1995
Arthur Andersen & Company 1987 - 1989
Education
LIU Post 1986 — 1988
Bachellors of Science, Accounting
Broome Community College 1984 — 1986
Associates in Applied Science, Accounting
AXA Advisors January 2003 - Present
Charles Bluestone Company August 1995 - June 1998
Richard A. Eisner & Company December 1989 - January 1995
Arthur Andersen & Company 1987 - 1989
Education
LIU Post 1986 — 1988
Bachellors of Science, Accounting
Broome Community College 1984 — 1986
Associates in Applied Science, Accounting
Jeremy David, Esq., CFP®'s AXA Advisors Experience 2000 - 2002
Job Senior Trust and Wealth Management Executive
Industry Banking
Experience
People's United Bank April 2012 - Present
Eastern Bank 2005 - 2012
Sovereign Bank 2002 - 2005
AXA Advisors 2000 - 2002
Attorney at Law 1999 - 2000
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Management, Trusts, Tax, Investments, Portfolio Management, Asset Allocation, Asset Management, Strategic Financial..., Finance, Investment Advisory, Private Banking, Wealth, High Net Worth..., Wealth Management..., Financial Planners, Financial Services, Financial Planning
Education
Boston University 2009 — 2011
CFP, Financial Planning
Suffolk University Law School 1996 — 1999
JD, Trusts, Estates & Taxation, cum laude
Franklin & Marshall College 1991 — 1995
BA, Political Theory & French
Belmont Hill School 1986 — 1991
HS Diploma, College Preparatory
People's United Bank April 2012 - Present
Eastern Bank 2005 - 2012
Sovereign Bank 2002 - 2005
AXA Advisors 2000 - 2002
Attorney at Law 1999 - 2000
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Management, Trusts, Tax, Investments, Portfolio Management, Asset Allocation, Asset Management, Strategic Financial..., Finance, Investment Advisory, Private Banking, Wealth, High Net Worth..., Wealth Management..., Financial Planners, Financial Services, Financial Planning
Education
Boston University 2009 — 2011
CFP, Financial Planning
Suffolk University Law School 1996 — 1999
JD, Trusts, Estates & Taxation, cum laude
Franklin & Marshall College 1991 — 1995
BA, Political Theory & French
Belmont Hill School 1986 — 1991
HS Diploma, College Preparatory
David Chu Jr's AXA Advisors Experience 2003 - 2004
Job
Industry Financial Services
Experience
SunTrust Bank 2009 - 2010
Accenture 2005 - 2009
AXA Advisors 2003 - 2004
Computershare 2001 - 2003
Computershare 2000 - 2001
Bank of Boston 1997 - 2000
Skills
Risk Management, Wealth Management, Capital Markets, Corporate Actions, Initial Public Offering, Security Operations..., Shareholder Services, Requirements Gathering, Management Consulting, Management
Education
Boston University - School of Management
MBA
University of Massachusetts, Amherst
BA
SunTrust Bank 2009 - 2010
Accenture 2005 - 2009
AXA Advisors 2003 - 2004
Computershare 2001 - 2003
Computershare 2000 - 2001
Bank of Boston 1997 - 2000
Skills
Risk Management, Wealth Management, Capital Markets, Corporate Actions, Initial Public Offering, Security Operations..., Shareholder Services, Requirements Gathering, Management Consulting, Management
Education
Boston University - School of Management
MBA
University of Massachusetts, Amherst
BA
Michael Weidman's AXA Advisors Experience June 2009 - March 2010
Job OnPremise Sales Consultant at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits December 2012 - Present
Southern Wine & Spirits September 2011 - December 2012
Southern Wine & Spirits October 2010 - September 2011
AXA Advisors June 2009 - March 2010
Marriott International May 2008 - August 2008
Skills
Leadership, Marketing, Cold Calling, Sales, Sales Management, Account Management, Selling, Hotels, Market Research, Sales Operations, Direct Sales, Pricing, Sales Presentations, Customer Service, Salesforce.com, Microsoft Excel, Event Planning, Management
Education
Butler University 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Marketing
Indiana University Bloomington 2005 — 2009
Bachelor of Science in Business, Marketing
UNSW Australia 2007 — 2007
Study Abroad
Southern Wine & Spirits December 2012 - Present
Southern Wine & Spirits September 2011 - December 2012
Southern Wine & Spirits October 2010 - September 2011
AXA Advisors June 2009 - March 2010
Marriott International May 2008 - August 2008
Skills
Leadership, Marketing, Cold Calling, Sales, Sales Management, Account Management, Selling, Hotels, Market Research, Sales Operations, Direct Sales, Pricing, Sales Presentations, Customer Service, Salesforce.com, Microsoft Excel, Event Planning, Management
Education
Butler University 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Marketing
Indiana University Bloomington 2005 — 2009
Bachelor of Science in Business, Marketing
UNSW Australia 2007 — 2007
Study Abroad
Jared Powell's AXA Advisors Experience May 2007 - May 2009
Job Owner of Powell Wealth Management
Industry Financial Services
Experience
Powell Wealth Management May 2011 - Present
Access Computer Products May 2009 - January 2011
AXA Advisors May 2007 - May 2009
DOLE FOOD CO October 2000 - May 2007
Skills
Sales, Strategic Planning, Financial Analysis, Financial Planning, Sales Operations, Retirement Planning, Marketing Strategy, Financial Services, Management, Business Strategy
Education
Brigham Young University 1991 — 1998
BA, International Business
Powell Wealth Management May 2011 - Present
Access Computer Products May 2009 - January 2011
AXA Advisors May 2007 - May 2009
DOLE FOOD CO October 2000 - May 2007
Skills
Sales, Strategic Planning, Financial Analysis, Financial Planning, Sales Operations, Retirement Planning, Marketing Strategy, Financial Services, Management, Business Strategy
Education
Brigham Young University 1991 — 1998
BA, International Business
Stefanie Annelli's AXA Advisors Experience June 2007 - June 2009
Job Regional Sales Consultant at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial May 2013 - Present
Prudential Financial August 2011 - May 2013
Prudential Financial August 2009 - August 2011
Action Demolition, Inc May 2003 - January 2010
AXA Advisors June 2007 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Series 63, Series 6, Recruiting, Cold Calling, Lotus Notes, Marketing Strategy, Experienced Sales..., Sales, Insurance, Management
Education
Bryant University 2005 — 2009
BSBA, Marketing, Psychology, Communication
Mercy High School 2001 — 2005
Prudential Financial May 2013 - Present
Prudential Financial August 2011 - May 2013
Prudential Financial August 2009 - August 2011
Action Demolition, Inc May 2003 - January 2010
AXA Advisors June 2007 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Series 63, Series 6, Recruiting, Cold Calling, Lotus Notes, Marketing Strategy, Experienced Sales..., Sales, Insurance, Management
Education
Bryant University 2005 — 2009
BSBA, Marketing, Psychology, Communication
Mercy High School 2001 — 2005
Benjamin Manley's AXA Advisors Experience July 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
David Selesky's AXA Advisors Experience February 2012 - March 2012
Job Financial Advisor with MassMutual
Industry Financial Services
Experience
MassMutual Financial Group 2013 - Present
Fiscal Advisors and Marketing March 2012 - July 2012
AXA Advisors February 2012 - March 2012
Rite Aid November 2005 - May 2011
AXA Advisors November 2008 - January 2009
Skills
Customer Service, Employee Benefits, Finance, Series 63, Outlook, Series 7, Mutual Funds, Investments, Access, PowerPoint, Leadership, Financial Services, Investment Advisory, Marketing, Financial Analysis, Life & Health Insurance..., Excel, Outlook Express, Microsoft Office 2007, Word, Life Insurance
Education
State University of New York College at Brockport 2008 — 2011
BS, Finance
Bryant & Stratton College 2006 — 2008
Associate's, Business and Accounting
MassMutual Financial Group 2013 - Present
Fiscal Advisors and Marketing March 2012 - July 2012
AXA Advisors February 2012 - March 2012
Rite Aid November 2005 - May 2011
AXA Advisors November 2008 - January 2009
Skills
Customer Service, Employee Benefits, Finance, Series 63, Outlook, Series 7, Mutual Funds, Investments, Access, PowerPoint, Leadership, Financial Services, Investment Advisory, Marketing, Financial Analysis, Life & Health Insurance..., Excel, Outlook Express, Microsoft Office 2007, Word, Life Insurance
Education
State University of New York College at Brockport 2008 — 2011
BS, Finance
Bryant & Stratton College 2006 — 2008
Associate's, Business and Accounting
William Brothers's AXA Advisors Experience May 2009 - November 2010
Job Manager Financial Planning and Analysis at PearsonVUE
Industry
Experience
PearsonVUE January 2014 - Present
Certiport a Pearson VUE Company November 2010 - January 2014
AXA Advisors May 2009 - November 2010
Skills
Strategic Planning, Microsoft Excel, Accounting, Forecasting, Financial Modeling
Education
Brigham Young University 2006 — 2009
Bachelor, Finance
Timpview
PearsonVUE January 2014 - Present
Certiport a Pearson VUE Company November 2010 - January 2014
AXA Advisors May 2009 - November 2010
Skills
Strategic Planning, Microsoft Excel, Accounting, Forecasting, Financial Modeling
Education
Brigham Young University 2006 — 2009
Bachelor, Finance
Timpview
James Higham's AXA Advisors Experience August 2008 - Present
Job Financial Consultant at AXA Equitable
Industry Financial Services
Experience
AXA Advisors August 2008 - Present
GCom2 Solutions September 2007 - August 2008
Wright Woods April 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints September 2006 - December 2006
Ultimate Staffing April 2005 - August 2005
The Church of Jesus Christ of Latter-day Saints January 2003 - January 2005
Education
Brigham Young University
BS, Business Management; Financial Services
AXA Advisors August 2008 - Present
GCom2 Solutions September 2007 - August 2008
Wright Woods April 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints September 2006 - December 2006
Ultimate Staffing April 2005 - August 2005
The Church of Jesus Christ of Latter-day Saints January 2003 - January 2005
Education
Brigham Young University
BS, Business Management; Financial Services
David Shoolin's AXA Advisors Experience August 2009 - March 2010
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate March 2014 - Present
Merrill Lynch May 2010 - March 2014
AXA Advisors August 2009 - March 2010
Blockbuster 2006 - 2009
Skills
Building Relationships, Series 7, Series 66, Sales, Call Center, Customer Service, Banking, Strategic Financial..., Account Management, Mutual Funds, Uniform Combined State..., Investments, Retirement Planning, Wealth Management, Series 63, Investment Advisory
Education
Emerson College 2004 — 2006
Bachelor of Arts, Media Arts
Bucks County Community College 2003 — 2004
Resource Real Estate March 2014 - Present
Merrill Lynch May 2010 - March 2014
AXA Advisors August 2009 - March 2010
Blockbuster 2006 - 2009
Skills
Building Relationships, Series 7, Series 66, Sales, Call Center, Customer Service, Banking, Strategic Financial..., Account Management, Mutual Funds, Uniform Combined State..., Investments, Retirement Planning, Wealth Management, Series 63, Investment Advisory
Education
Emerson College 2004 — 2006
Bachelor of Arts, Media Arts
Bucks County Community College 2003 — 2004
Nicholas diArenzo's AXA Advisors Experience May 1998 - October 2000
Job Executive Chef at Chow Restaurant
Industry Restaurants
Experience
Lafayette June 2008 - Present
Chow Restaurant January 2008 - Present
Lafayette - Executive Chef January 2008 - June 2008
Zuppa Restaurant November 2006 - December 2007
Zuppa Restaurant November 2006 - December 2007
Moose's Restaurant August 2005 - November 2006
Martin Berasategui February 2005 - July 2005
Bacar Restaurant January 2003 - January 2005
Moose's Restaurant September 2001 - April 2003
AXA Advisors May 1998 - October 2000
Education
California Culinary Academy 2000 — 2002
Culinary Arts, Culinary
La Salle College High School
Temple University
B.A, English Literature
Lafayette June 2008 - Present
Chow Restaurant January 2008 - Present
Lafayette - Executive Chef January 2008 - June 2008
Zuppa Restaurant November 2006 - December 2007
Zuppa Restaurant November 2006 - December 2007
Moose's Restaurant August 2005 - November 2006
Martin Berasategui February 2005 - July 2005
Bacar Restaurant January 2003 - January 2005
Moose's Restaurant September 2001 - April 2003
AXA Advisors May 1998 - October 2000
Education
California Culinary Academy 2000 — 2002
Culinary Arts, Culinary
La Salle College High School
Temple University
B.A, English Literature
Clifton F. Burris's AXA Advisors Experience 2004 - 2005
Job
Industry Mining & Metals
Experience
AXA Advisors 2004 - 2005
U.S. Steel Corp./Retired September 1964 - October 2004
Skills
Strategic Financial..., PowerPoint, Budgets, Outlook, Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Analysis, Forecasting, Access, Accounting
Education
California Coast University
Pre-doctoral student, Management
Calumet College/St. Joseph
A.S., Management
Calumet College/St. Joseph
B.S., Org. Management
National-Louis University
M.S., Management & Leadership
AXA Advisors 2004 - 2005
U.S. Steel Corp./Retired September 1964 - October 2004
Skills
Strategic Financial..., PowerPoint, Budgets, Outlook, Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Analysis, Forecasting, Access, Accounting
Education
California Coast University
Pre-doctoral student, Management
Calumet College/St. Joseph
A.S., Management
Calumet College/St. Joseph
B.S., Org. Management
National-Louis University
M.S., Management & Leadership
Michael Cantieri's AXA Advisors Experience August 2005 - February 2007
Job Sales Executive at Runnion Equipment Company
Industry Construction
Experience
Runnion Equipment Company May 2012 - Present
Cantieri Group October 2011 - May 2012
Knights of Columbus April 2007 - May 2010
AXA Advisors August 2005 - February 2007
A. G. Edwards August 2000 - January 2002
ACCO Brands October 1995 - October 2000
Skills
AAMS, Accredited Asset..., Asset Allocation, Consultative Selling, New Business Development, Account Management, Contract Negotiation, Sales Management, Furniture, Selling, Strategic Partnerships, Training, Leadership, Cold Calling
Education
Northern Ilinois University 1977 — 1980
B.S., Marketing
Bradley University 1975 — 1977
transferred to NIU
Runnion Equipment Company May 2012 - Present
Cantieri Group October 2011 - May 2012
Knights of Columbus April 2007 - May 2010
AXA Advisors August 2005 - February 2007
A. G. Edwards August 2000 - January 2002
ACCO Brands October 1995 - October 2000
Skills
AAMS, Accredited Asset..., Asset Allocation, Consultative Selling, New Business Development, Account Management, Contract Negotiation, Sales Management, Furniture, Selling, Strategic Partnerships, Training, Leadership, Cold Calling
Education
Northern Ilinois University 1977 — 1980
B.S., Marketing
Bradley University 1975 — 1977
transferred to NIU
Maurey Wimer's AXA Advisors Experience 2010 - 2012
Job Experienced Manufacturing and Sales Manager
Industry Mining & Metals
Experience
AXA Advisors 2010 - 2012
Colorado Sintered Metals December 2006 - February 2010
Asco Sintering September 1996 - December 2006
Skills
Finance, Manufacturing, Sales Engineering, Sales Growth, Management, Manage Client..., Bilingual-English/Spanis..., Powder Metallurgy, Quality Control, Program Management, Iso 9000, Long-term Customer..., Strategic Customer...
Education
Brigham Young University 1972 — 1978
Bachelor of Business Administration (BBA), Finance and Financial Management Services
AXA Advisors 2010 - 2012
Colorado Sintered Metals December 2006 - February 2010
Asco Sintering September 1996 - December 2006
Skills
Finance, Manufacturing, Sales Engineering, Sales Growth, Management, Manage Client..., Bilingual-English/Spanis..., Powder Metallurgy, Quality Control, Program Management, Iso 9000, Long-term Customer..., Strategic Customer...
Education
Brigham Young University 1972 — 1978
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Doug Smoot's AXA Advisors Experience November 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
Shannon Lindquist's AXA Advisors Experience January 2015 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Skills
Financial Services, Microsoft Excel, PowerPoint, Finance, Portfolio Management, Microsoft Word, Investments, Risk Management, Management, Financial Planning, Insurance
Education
Monmouth University 2015 — 2017
Finance
Brookdale Community College 2013 — 2015
Associate’s Degree, Business Administration and Management, General
AXA Advisors January 2015 - Present
Skills
Financial Services, Microsoft Excel, PowerPoint, Finance, Portfolio Management, Microsoft Word, Investments, Risk Management, Management, Financial Planning, Insurance
Education
Monmouth University 2015 — 2017
Finance
Brookdale Community College 2013 — 2015
Associate’s Degree, Business Administration and Management, General
Ellen Darling's AXA Advisors Experience Financial InternNorthwestern MutualJune 2012 - December 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Financial InternNorthwestern MutualJune 2012 - December 2012
Skills
Mutual Funds, Risk Management, College Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, 401k Investing, 401a Investing, 403b Investing, Fixed Annuities..., Variable Annuity..., Fixed Income, Insurance Options
Education
Bryant University 2009 — 2013
Bachelor’s Degree, International Finance
AXA Advisors Financial InternNorthwestern MutualJune 2012 - December 2012
Skills
Mutual Funds, Risk Management, College Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, 401k Investing, 401a Investing, 403b Investing, Fixed Annuities..., Variable Annuity..., Fixed Income, Insurance Options
Education
Bryant University 2009 — 2013
Bachelor’s Degree, International Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO