AXA Advisors
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,363 AXA Advisors employees in database. Find out everything there's to know about AXA Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AXA Advisors Employees
Employee
Years
Job
Industry
James R White, ChFC James R White, ChFC's AXA Advisors Experience August 1993 - Present
Job Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 1993 - Present
Education
California State University-Northridge 1973 — 1975
BS, Finance
AXA Advisors August 1993 - Present
Education
California State University-Northridge 1973 — 1975
BS, Finance
James Kambestad James Kambestad's AXA Advisors Experience 2013 - 2014
Job Financial Advisor at VALIC (AIG)
Industry Financial Services
Experience
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
Richard Allard's AXA Advisors Experience November 2011 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Trilogy Financial Services September 2010 - November 2011
Shiner Appraisal 2007 - 2010
Skills
Retirement Planning, 401k Rollovers, Wealth Management, Wealth Accumulation, Investment Services, Financial Risk..., Long-Term Care Planning, Executive Benefits..., Estate Planning..., Client Education, Insurance Planning and..., Estate Conservation, Tax-Deferred Investment..., IRA Distribution...
Education
California State University-Northridge 1976 — 1980
Bachelor’s Degree, Political Science and Government, 3.4
California State University-Northridge 1976 — 1980
Bachelor's degree, Political Science
AXA Advisors November 2011 - Present
Trilogy Financial Services September 2010 - November 2011
Shiner Appraisal 2007 - 2010
Skills
Retirement Planning, 401k Rollovers, Wealth Management, Wealth Accumulation, Investment Services, Financial Risk..., Long-Term Care Planning, Executive Benefits..., Estate Planning..., Client Education, Insurance Planning and..., Estate Conservation, Tax-Deferred Investment..., IRA Distribution...
Education
California State University-Northridge 1976 — 1980
Bachelor’s Degree, Political Science and Government, 3.4
California State University-Northridge 1976 — 1980
Bachelor's degree, Political Science
Alexander Vesneske's AXA Advisors Experience October 2012 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
HSBC July 2005 - August 2012
Skills
Financial Analysis, Asset Managment, Notary Public, Life Insurance, Long-term Care, Retirement Planning, 401k Rollovers, 403 b, Mutual Funds, Investments, IRAs
Education
Canisius College 2010 — 2012
MBA, Financial Analysis
University at Buffalo 2006 — 2010
BS, Business Administration
AXA Advisors October 2012 - Present
HSBC July 2005 - August 2012
Skills
Financial Analysis, Asset Managment, Notary Public, Life Insurance, Long-term Care, Retirement Planning, 401k Rollovers, 403 b, Mutual Funds, Investments, IRAs
Education
Canisius College 2010 — 2012
MBA, Financial Analysis
University at Buffalo 2006 — 2010
BS, Business Administration
Steven Fortino, MBA's AXA Advisors Experience April 2015 - Present
Job Regional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
AXA Advisors May 2011 - March 2015
Skills
Retirement Planning, Estate Planning, Investments, Personal Financial..., Life Insurance
Education
Centenary College 2012 — 2014
Master of Business Administration (MBA), Management, 4.0
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Political Science/Economics
AXA Advisors April 2015 - Present
AXA Advisors May 2011 - March 2015
Skills
Retirement Planning, Estate Planning, Investments, Personal Financial..., Life Insurance
Education
Centenary College 2012 — 2014
Master of Business Administration (MBA), Management, 4.0
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Political Science/Economics
Eric Simental Eric Simental's AXA Advisors Experience 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Automotive
Experience
AXA Advisors 2013 - Present
Julio's & Sons' Auto Service January 2004 - Present
Remedy Bail Bonds April 2007 - November 2007
Skills
Bilingual-Spanish, Telephone Skills
Education
California State University-Fullerton
Bachelor of Arts, Economics
Fullerton College
AA, Business Administration
AXA Advisors 2013 - Present
Julio's & Sons' Auto Service January 2004 - Present
Remedy Bail Bonds April 2007 - November 2007
Skills
Bilingual-Spanish, Telephone Skills
Education
California State University-Fullerton
Bachelor of Arts, Economics
Fullerton College
AA, Business Administration
Justin Gerbitz Justin Gerbitz's AXA Advisors Experience January 2002 - February 2003
Job Director
Industry Real Estate
Experience
Self-Employed January 2007 - Present
IHT August 2005 - December 2006
E*TRADE Financial February 2003 - August 2005
AXA Advisors January 2002 - February 2003
Skills
Valuation, Real Estate, Investments, Asset Managment, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Disposition, Real Estate Development, Portfolio Management, Loans, Private Equity, Asset Management, Finance
Education
CSU Sacramento 1998 — 2001
BS, Finance
Self-Employed January 2007 - Present
IHT August 2005 - December 2006
E*TRADE Financial February 2003 - August 2005
AXA Advisors January 2002 - February 2003
Skills
Valuation, Real Estate, Investments, Asset Managment, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Disposition, Real Estate Development, Portfolio Management, Loans, Private Equity, Asset Management, Finance
Education
CSU Sacramento 1998 — 2001
BS, Finance
Donna Banks's AXA Advisors Experience August 2011 - December 2012
Job Customer Service Representative at Novitas Solutions, Inc.
Industry Executive Office
Experience
Novitas Solutions, Inc. March 2013 - Present
AXA Advisors August 2011 - December 2012
Diocese of Harrisburg, Catholic Charities September 2009 - February 2011
Prudential Financial June 2008 - September 2009
Harleysville Insurance Group July 2007 - December 2007
Department of Human Resources, Social Services Administration January 2001 - December 2006
Department of Human Resources, Social Services Administration October 1995 - January 2001
Skills
Extensive Office..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Human Resources, Access, Training, Administrative..., Management, Spreadsheets
Education
Catonsville Community College 1989 — 1992
Computer Software
Andover High School 1971 — 1974
Business Administration
Novitas Solutions, Inc. March 2013 - Present
AXA Advisors August 2011 - December 2012
Diocese of Harrisburg, Catholic Charities September 2009 - February 2011
Prudential Financial June 2008 - September 2009
Harleysville Insurance Group July 2007 - December 2007
Department of Human Resources, Social Services Administration January 2001 - December 2006
Department of Human Resources, Social Services Administration October 1995 - January 2001
Skills
Extensive Office..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Human Resources, Access, Training, Administrative..., Management, Spreadsheets
Education
Catonsville Community College 1989 — 1992
Computer Software
Andover High School 1971 — 1974
Business Administration
Mark Repasy Mark Repasy's AXA Advisors Experience August 2014 - February 2015
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
AXA Advisors August 2014 - February 2015
Waddell & Reed July 2013 - January 2014
Big 5 Sporting Goods January 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Drive for Success, Investment Management, Stock Picking, Sales, Communication, Team Leadership, Leadership, Dependable Team Player, Equity Research, Equity Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Data Entry, Tactfulness, Inventory Management, Series 7, Portfolio Management
Education
Cameron University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management
JPMorgan Chase & Co. February 2015 - Present
AXA Advisors August 2014 - February 2015
Waddell & Reed July 2013 - January 2014
Big 5 Sporting Goods January 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Drive for Success, Investment Management, Stock Picking, Sales, Communication, Team Leadership, Leadership, Dependable Team Player, Equity Research, Equity Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Data Entry, Tactfulness, Inventory Management, Series 7, Portfolio Management
Education
Cameron University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management
Duc Le Duc Le's AXA Advisors Experience September 2013 - June 2014
Job Staff Accountant
Industry Financial Services
Experience
Philip L Chan Cpa April 2015 - July 2015
Lionsgate September 2014 - February 2015
AXA Advisors September 2013 - June 2014
Cal Poly Pomona November 2009 - June 2013
Monterey Tennis Center March 2006 - September 2009
Skills
Access, Microsoft Word, Microsoft Excel, Accounting, Time Management, Customer Service, QuickBooks, PowerPoint, Budgets, Social Networking, Leadership
Education
Cal Poly Pomona 2008 — 2013
UnderGrad, Accounting
Monterey High School 2004 — 2008
GED
Philip L Chan Cpa April 2015 - July 2015
Lionsgate September 2014 - February 2015
AXA Advisors September 2013 - June 2014
Cal Poly Pomona November 2009 - June 2013
Monterey Tennis Center March 2006 - September 2009
Skills
Access, Microsoft Word, Microsoft Excel, Accounting, Time Management, Customer Service, QuickBooks, PowerPoint, Budgets, Social Networking, Leadership
Education
Cal Poly Pomona 2008 — 2013
UnderGrad, Accounting
Monterey High School 2004 — 2008
GED
Tim Black Tim Black's AXA Advisors Experience March 2002 - July 2008
Job VP, Senior BDO Institutional Asset Management at PNC
Industry Financial Services
Experience
PNC July 2008 - Present
AXA Advisors March 2002 - July 2008
Skills
Mutual Funds, Investments, Alternative Investments, Defined Benefit, Defined Contribution, Asset Management, Asset Allocation, Trust Services, Portfolio Management, Investment Strategies, Investment Management, Finance, Endowments, Institutional..., Series 7
Education
Carroll College 1996 — 1998
BS, Business, Fitness Management
PNC July 2008 - Present
AXA Advisors March 2002 - July 2008
Skills
Mutual Funds, Investments, Alternative Investments, Defined Benefit, Defined Contribution, Asset Management, Asset Allocation, Trust Services, Portfolio Management, Investment Strategies, Investment Management, Finance, Endowments, Institutional..., Series 7
Education
Carroll College 1996 — 1998
BS, Business, Fitness Management
Jeran Van Alfen, CFP®'s AXA Advisors Experience December 2013 - August 2015
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Anchor Bay Capital, Inc. August 2015 - Present
AXA Advisors December 2013 - August 2015
Empire Wealth Strategies LLC January 2013 - August 2015
New York Life Insurance Company July 2007 - December 2012
New York Life Insurance Company May 2004 - July 2007
Skills
Financial Planning, Personal Finance, Retirement Planning, Wealth Management, IRAs, Estate Planning, Wealth Accumulation, Sales Management, Buy-sell Agreements, Securities, Insurance Planning, Asset Allocation, Charitable Giving, Succession Planning
Education
University of Utah 1998 — 2004
Bachelor of Science, Economics
California Lutheran University 1997 — 1998
The American College
LUTCF
Anchor Bay Capital, Inc. August 2015 - Present
AXA Advisors December 2013 - August 2015
Empire Wealth Strategies LLC January 2013 - August 2015
New York Life Insurance Company July 2007 - December 2012
New York Life Insurance Company May 2004 - July 2007
Skills
Financial Planning, Personal Finance, Retirement Planning, Wealth Management, IRAs, Estate Planning, Wealth Accumulation, Sales Management, Buy-sell Agreements, Securities, Insurance Planning, Asset Allocation, Charitable Giving, Succession Planning
Education
University of Utah 1998 — 2004
Bachelor of Science, Economics
California Lutheran University 1997 — 1998
The American College
LUTCF
Leizyl Romero Leizyl Romero's AXA Advisors Experience November 2013 - May 2014
Job I'm an artist who likes finance.
Industry Financial Services
Experience
Minted July 2014 - Present
AXA Advisors November 2013 - May 2014
Whole Foods Market November 2006 - August 2013
Minted December 2012 - December 2012
Pro Arts Gallery April 2005 - November 2005
Skills
Excel, Photography, Word, Customer Service, Photoshop, Income Tax, Microsoft Office, Retail, Inventory Management, Mac OS X, Windows, Microsoft Excel, Microsoft Word, Marketing, Event Planning, PowerPoint
Education
Art Institute of San Francisco 2011 — 2012
Associates, Web Design
California State University-East Bay 2004 — 2010
Bachelor's Degree, Finance, Economics
Lemoore High School 2000 — 2004
HS Diploma, Theater Production
Minted July 2014 - Present
AXA Advisors November 2013 - May 2014
Whole Foods Market November 2006 - August 2013
Minted December 2012 - December 2012
Pro Arts Gallery April 2005 - November 2005
Skills
Excel, Photography, Word, Customer Service, Photoshop, Income Tax, Microsoft Office, Retail, Inventory Management, Mac OS X, Windows, Microsoft Excel, Microsoft Word, Marketing, Event Planning, PowerPoint
Education
Art Institute of San Francisco 2011 — 2012
Associates, Web Design
California State University-East Bay 2004 — 2010
Bachelor's Degree, Finance, Economics
Lemoore High School 2000 — 2004
HS Diploma, Theater Production
Devone Punter's AXA Advisors Experience 2014 - 2014
Job Law Practice Professional
Industry Law Practice
Experience
Synergy Financial ConsultantAXA Advisors2014 - 2014
AXA Advisors 2014 - 2014
United Lex 2013 - 2013
The Lewis Law Firm September 2012 - November 2012
North Carolina Court of Appeals January 2012 - March 2012
Progress Energy May 2011 - June 2011
RTI International 2009 - 2010
RTI International 2009 - 2010
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Courts, Appeals, Trials, Corporate Law, Criminal Law, Legal Assistance, Family Law, Lexis, Personal Injury, Legal Advice, Administrative Law, Hearings, Legal Issues
Education
Campbell University, Norman Adrian Wiggins School of Law 2010 — 2013
Doctor of Law (JD), Law
North Carolina State University - College of Management 2004 — 2009
B.S., Business Administration and Management, General
Synergy Financial ConsultantAXA Advisors2014 - 2014
AXA Advisors 2014 - 2014
United Lex 2013 - 2013
The Lewis Law Firm September 2012 - November 2012
North Carolina Court of Appeals January 2012 - March 2012
Progress Energy May 2011 - June 2011
RTI International 2009 - 2010
RTI International 2009 - 2010
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Courts, Appeals, Trials, Corporate Law, Criminal Law, Legal Assistance, Family Law, Lexis, Personal Injury, Legal Advice, Administrative Law, Hearings, Legal Issues
Education
Campbell University, Norman Adrian Wiggins School of Law 2010 — 2013
Doctor of Law (JD), Law
North Carolina State University - College of Management 2004 — 2009
B.S., Business Administration and Management, General
Tiffany Diamond Tiffany Diamond's AXA Advisors Experience 2011 - 2012
Job Curves Franchise Owner
Industry Health, Wellness and Fitness
Experience
Curves August 2012 - Present
Avon August 2012 - Present
AXA Advisors 2011 - 2012
Angel Management Group October 2005 - February 2011
Wells Fargo January 2002 - October 2005
Education
University of Nevada-Las Vegas 2000 — 2000
California State University-Northridge 1998 — 2000
Bachelor of Science (BS), Business Administration - Finance
Ventura College 1995 — 1998
Curves August 2012 - Present
Avon August 2012 - Present
AXA Advisors 2011 - 2012
Angel Management Group October 2005 - February 2011
Wells Fargo January 2002 - October 2005
Education
University of Nevada-Las Vegas 2000 — 2000
California State University-Northridge 1998 — 2000
Bachelor of Science (BS), Business Administration - Finance
Ventura College 1995 — 1998
Diane Pham-Le Diane Pham-Le's AXA Advisors Experience May 2014 - August 2014
Job Mutual Fund Administrator at The TCW Group
Industry Financial Services
Experience
The TCW Group July 2015 - Present
Wescom Credit Union October 2014 - June 2015
CSUF Finance Association May 2014 - May 2015
AXA Advisors May 2014 - August 2014
Waddell & Reed April 2014 - May 2014
OneWest Bank April 2013 - May 2014
Macy's November 2011 - July 2013
Forever 21 May 2011 - November 2011
Skills
Merchandising, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Leadership
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Business Administration: Finance
Irvine High School 2006 — 2010
High School Diploma
The TCW Group July 2015 - Present
Wescom Credit Union October 2014 - June 2015
CSUF Finance Association May 2014 - May 2015
AXA Advisors May 2014 - August 2014
Waddell & Reed April 2014 - May 2014
OneWest Bank April 2013 - May 2014
Macy's November 2011 - July 2013
Forever 21 May 2011 - November 2011
Skills
Merchandising, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Leadership
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Business Administration: Finance
Irvine High School 2006 — 2010
High School Diploma
Mike Van Kleeck, CFP, AIF, CSCP Mike Van Kleeck, CFP, AIF, CSCP's AXA Advisors Experience September 2004 - October 2007
Job Compliance Professional
Industry Financial Services
Experience
SEIA LLC October 2007 - Present
UCLA Extension 2001 - Present
AXA Advisors September 2004 - October 2007
Securities Industry January 1995 - September 2004
Skills
Securities, Mutual Funds, Investment Advisory, Series 7, Strategic Financial..., Financial Advisory, Asset Allocation, FINRA, AML, Series 24, Investments, Securities Regulation, Risk Management, Due Diligence, Asset Managment, Series 63, Hedge Funds, Corporate Governance, Retirement Planning, Insurance, Financial Analysis, Fixed Income, series 53, Investment Advisers Act, Wealth Management, Financial Markets, Investment Company Act, Financial Services, Financial Planners, Financial Regulation, SEC, Risk Assessment, ERISA, Broker-Dealer, Series 65, Fraud, 401k, Regulatory Compliance, Compliance Management
Education
California State University-Long Beach - College of Business Administration 1990 — 1995
BS, Finance, General
SEIA LLC October 2007 - Present
UCLA Extension 2001 - Present
AXA Advisors September 2004 - October 2007
Securities Industry January 1995 - September 2004
Skills
Securities, Mutual Funds, Investment Advisory, Series 7, Strategic Financial..., Financial Advisory, Asset Allocation, FINRA, AML, Series 24, Investments, Securities Regulation, Risk Management, Due Diligence, Asset Managment, Series 63, Hedge Funds, Corporate Governance, Retirement Planning, Insurance, Financial Analysis, Fixed Income, series 53, Investment Advisers Act, Wealth Management, Financial Markets, Investment Company Act, Financial Services, Financial Planners, Financial Regulation, SEC, Risk Assessment, ERISA, Broker-Dealer, Series 65, Fraud, 401k, Regulatory Compliance, Compliance Management
Education
California State University-Long Beach - College of Business Administration 1990 — 1995
BS, Finance, General
Ehab George Ehab George's AXA Advisors Experience November 2012 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
AXA Advisors November 2012 - May 2013
Private Consultancy February 2010 - July 2012
DORIC Contractors Pty Ltd April 2007 - February 2009
Education
The University of Western Australia 2007 — 2009
Master of Business Administration (MBA), Finance
California State Polytechnic University-Pomona 1998 — 2002
Bachelor of Architecture (BArch), Architecture
College de la Sainte Famille, Jesuite
High School, Mathematics
New York Life Insurance Company December 2013 - Present
AXA Advisors November 2012 - May 2013
Private Consultancy February 2010 - July 2012
DORIC Contractors Pty Ltd April 2007 - February 2009
Education
The University of Western Australia 2007 — 2009
Master of Business Administration (MBA), Finance
California State Polytechnic University-Pomona 1998 — 2002
Bachelor of Architecture (BArch), Architecture
College de la Sainte Famille, Jesuite
High School, Mathematics
Mitchell Fried Mitchell Fried's AXA Advisors Experience December 2013 - Present
Job Financial Services Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2013 - Present
Hedge Fund Advisory Services September 2010 - Present
Deutsche Bank January 2008 - August 2010
Deutsche Bank July 2000 - December 2007
Business Dynamics, Inc. 1997 - 2000
Advanta 1992 - 1997
JP Morgan Chase 1988 - 1992
Citigroup 1977 - 1988
American Hoechst Corporation 1976 - 1977
Arthur Andersen 1975 - 1976
Skills
Financial Services, Capital Markets, Investment Solutions, Risk Management, Insurance Solutions, Retirement Planning, Estate Planning..., Long Term Care Planning, Education Planning..., Financial Markets, Product Management, Securities Services, Business Strategy, Business Development
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MSIA/MBA
Carnegie Mellon University 1970 — 1973
BS
AXA Advisors December 2013 - Present
Hedge Fund Advisory Services September 2010 - Present
Deutsche Bank January 2008 - August 2010
Deutsche Bank July 2000 - December 2007
Business Dynamics, Inc. 1997 - 2000
Advanta 1992 - 1997
JP Morgan Chase 1988 - 1992
Citigroup 1977 - 1988
American Hoechst Corporation 1976 - 1977
Arthur Andersen 1975 - 1976
Skills
Financial Services, Capital Markets, Investment Solutions, Risk Management, Insurance Solutions, Retirement Planning, Estate Planning..., Long Term Care Planning, Education Planning..., Financial Markets, Product Management, Securities Services, Business Strategy, Business Development
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MSIA/MBA
Carnegie Mellon University 1970 — 1973
BS
Kathleen Noonan Kathleen Noonan's AXA Advisors Experience 2000 - 2002
Job Administrative Coordinator at Amgen at Advanced BioLogic Solutions Corp.
Industry Pharmaceuticals
Experience
Advanced Bio-Logic Solutions Corp. August 2015 - Present
Object Technology Solutions, Inc. -- HP at Amgen May 2013 - April 2015
Deallus Group May 2009 - October 2012
Penfield & Smith November 2006 - August 2008
Countrywide January 2003 - September 2006
AXA Advisors 2000 - 2002
Poggenpohl U.S., Inc. 1996 - 1998
Polycomp Administrative Services, Inc. 1989 - 1994
Skills
Office Management, Microsoft Excel, Executive Support, Microsoft Word, Creative Solutions, QuickBooks, Office Administration, Accounts Payable, Accounts Receivable, PowerPoint, Change Management, SharePoint, Administration, Analysis, Research, SharePoint..., Event Planning
Education
California State University-Northridge 1985 — 1993
Bachelor of Arts (BA), Art 3D - Interior Design
Advanced Bio-Logic Solutions Corp. August 2015 - Present
Object Technology Solutions, Inc. -- HP at Amgen May 2013 - April 2015
Deallus Group May 2009 - October 2012
Penfield & Smith November 2006 - August 2008
Countrywide January 2003 - September 2006
AXA Advisors 2000 - 2002
Poggenpohl U.S., Inc. 1996 - 1998
Polycomp Administrative Services, Inc. 1989 - 1994
Skills
Office Management, Microsoft Excel, Executive Support, Microsoft Word, Creative Solutions, QuickBooks, Office Administration, Accounts Payable, Accounts Receivable, PowerPoint, Change Management, SharePoint, Administration, Analysis, Research, SharePoint..., Event Planning
Education
California State University-Northridge 1985 — 1993
Bachelor of Arts (BA), Art 3D - Interior Design
Nicole M. Alfonso's AXA Advisors Experience October 2012 - January 2013
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Andrew Suarez-Lopez Andrew Suarez-Lopez's AXA Advisors Experience August 2013 - December 2013
Job KPMG
Industry Management Consulting
Experience
KPMG July 2014 - Present
State of Hawaii January 2014 - May 2014
AXA Advisors August 2013 - December 2013
Make-A-Wish Foundation of Hawaii May 2013 - August 2013
Buena Vista Produce January 2010 - August 2012
Community Agroecology Network (CAN) June 2011 - July 2011
Skills
Business Process..., Requirements Management, SDLC, System Testing, System Integration..., User Acceptance Testing, Defect Life Cycle
Education
Hawaii Pacific University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Monterey Bay 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
KPMG July 2014 - Present
State of Hawaii January 2014 - May 2014
AXA Advisors August 2013 - December 2013
Make-A-Wish Foundation of Hawaii May 2013 - August 2013
Buena Vista Produce January 2010 - August 2012
Community Agroecology Network (CAN) June 2011 - July 2011
Skills
Business Process..., Requirements Management, SDLC, System Testing, System Integration..., User Acceptance Testing, Defect Life Cycle
Education
Hawaii Pacific University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Monterey Bay 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Carl Edouarde Carl Edouarde's AXA Advisors Experience February 2013 - June 2013
Job Branch Development Specialist at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) January 2014 - Present
AXA Advisors February 2013 - June 2013
Starbucks April 2007 - February 2013
Skills
Inventory Management, Store Management, New Store Development, Coffee, Store Operations, Cashiering, Espresso, Barista Training, Customer Service, Merchandising, Inventory Control, Retail, Retail Sales, Multi-unit, Cash Handling Experience, Driving Results, Cash Register, New Store Openings
Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration and Management, General
National Planning Corporation (NPC) January 2014 - Present
AXA Advisors February 2013 - June 2013
Starbucks April 2007 - February 2013
Skills
Inventory Management, Store Management, New Store Development, Coffee, Store Operations, Cashiering, Espresso, Barista Training, Customer Service, Merchandising, Inventory Control, Retail, Retail Sales, Multi-unit, Cash Handling Experience, Driving Results, Cash Register, New Store Openings
Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Costanzo Anthony Costanzo's AXA Advisors Experience August 2012 - April 2013
Job Vice President Business Development at MedXM
Industry Hospital & Health Care
Experience
MedXM April 2013 - Present
MedXM 2013 - 2015
MedXM 2013 - 2015
AXA Advisors August 2012 - April 2013
Achievement Financial January 2005 - July 2012
Achievement Financial January 2005 - July 2012
Orange County Child Guidance Center Board 2004 - 2009
Infinity Sales January 1998 - January 2005
Wyle Electronics January 1990 - January 1998
Skills
Sales Management, PowerPoint, 401k Rollovers, Fixed Asset Management, Fixed Income Analysis, Financial Advisory, Risk Management, Wealth Management, Succession Planning, Healthcare Management, Retirement, IRAs, Small Business, Financial Research, Microsoft Excel, Strategic Financial..., Alternative Investments, Asset Allocation, Life Insurance, Asset Management, Insurance, Finance, Strategy, Sales, Management, Financial Analysis, Business Development, Strategic Planning, Marketing, Financial Services, Retirement Planning, Pensions, Wealth, Disability Insurance, Investments, Executive Management, Negotiation, Health Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Financial Risk, New Business Development, Sales Operations, Medicare, HEDIS, Health Risk Assessment, 401k, Employee Benefits, Long-term Care
Education
Canisius College 1985 — 1989
BS, Management
MedXM April 2013 - Present
MedXM 2013 - 2015
MedXM 2013 - 2015
AXA Advisors August 2012 - April 2013
Achievement Financial January 2005 - July 2012
Achievement Financial January 2005 - July 2012
Orange County Child Guidance Center Board 2004 - 2009
Infinity Sales January 1998 - January 2005
Wyle Electronics January 1990 - January 1998
Skills
Sales Management, PowerPoint, 401k Rollovers, Fixed Asset Management, Fixed Income Analysis, Financial Advisory, Risk Management, Wealth Management, Succession Planning, Healthcare Management, Retirement, IRAs, Small Business, Financial Research, Microsoft Excel, Strategic Financial..., Alternative Investments, Asset Allocation, Life Insurance, Asset Management, Insurance, Finance, Strategy, Sales, Management, Financial Analysis, Business Development, Strategic Planning, Marketing, Financial Services, Retirement Planning, Pensions, Wealth, Disability Insurance, Investments, Executive Management, Negotiation, Health Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Financial Risk, New Business Development, Sales Operations, Medicare, HEDIS, Health Risk Assessment, 401k, Employee Benefits, Long-term Care
Education
Canisius College 1985 — 1989
BS, Management
Amanda Holloway Inman Amanda Holloway Inman's AXA Advisors Experience August 2004 - May 2005
Job Project Manager at Marlin Consulting Solutions; Naval Reservist
Industry Military
Experience
Marlin Consulting Solutions January 2014 - Present
US Navy July 2005 - Present
PACOM February 2011 - March 2012
Patrol Squadron 47 January 2009 - January 2011
Washington, D.C. June 2006 - November 2008
AXA Advisors August 2004 - May 2005
WSTP 1490 AM August 2001 - May 2005
WSB Atlanta May 2002 - August 2003
Skills
Public Speaking, Team Management, Navy, Program Management, Aviation, PowerPoint, Intelligence Analysis, Security Clearance, National Security, Counterterrorism, Military Operations, Military Experience, Military, DoD, Command, Intelligence, Homeland Security, Defense, Army, Government, Operational Planning, Top Secret, Analysis, Force Protection, Tactics, SIGINT, Special Operations
Education
Navy Marine Intelligence Training Command (NMITC) 2006 — 2006
Naval Intelligence Officer Designation, Naval Intelligence
Catawba College 2000 — 2004
BA, Communications, minor in speech
Marlin Consulting Solutions January 2014 - Present
US Navy July 2005 - Present
PACOM February 2011 - March 2012
Patrol Squadron 47 January 2009 - January 2011
Washington, D.C. June 2006 - November 2008
AXA Advisors August 2004 - May 2005
WSTP 1490 AM August 2001 - May 2005
WSB Atlanta May 2002 - August 2003
Skills
Public Speaking, Team Management, Navy, Program Management, Aviation, PowerPoint, Intelligence Analysis, Security Clearance, National Security, Counterterrorism, Military Operations, Military Experience, Military, DoD, Command, Intelligence, Homeland Security, Defense, Army, Government, Operational Planning, Top Secret, Analysis, Force Protection, Tactics, SIGINT, Special Operations
Education
Navy Marine Intelligence Training Command (NMITC) 2006 — 2006
Naval Intelligence Officer Designation, Naval Intelligence
Catawba College 2000 — 2004
BA, Communications, minor in speech
Natalie Flores Natalie Flores's AXA Advisors Experience August 2013 - December 2013
Job Customer Service Quality Assurance Specialist
Industry Internet
Experience
Rakuten.com July 2015 - Present
Rakuten.com August 2014 - Present
In Pack, Inc. January 2014 - May 2014
AXA Advisors August 2013 - December 2013
Silhouette Plastic Surgery Institute October 2005 - April 2010
Pacific Orthopedic Surgeons June 2002 - October 2005
Skills
Network Marketing, Salesforce.com, Sales, Cold Calling, Marketing Research, Interview Preparation, Bilingual-English/Spanis..., International Business, Human Resources, Customer Service, Teamwork, Microsoft Excel, International Economics, International Relations, Public Speaking, PowerPoint, Analytical Skills, Outlook, Multi Tasking, Customer Satisfaction, Hiring Personnel, Employee Training, Highly detail oriented, Product Knowledge, Plastic Surgery, Anti-aging Products, Spanish, Microsoft Office, Training, Microsoft Word, Management
Education
SRH University of Heidelberg 2014 — 2014
European Business and Marketing
California State University-Fullerton 2011 — 2014
Bachelor's degree, International Business with a Spanish Concentration
Irvine Valley College 2009 — 2010
Associate's Degree, Business Administration and Social Sciences
Rakuten.com July 2015 - Present
Rakuten.com August 2014 - Present
In Pack, Inc. January 2014 - May 2014
AXA Advisors August 2013 - December 2013
Silhouette Plastic Surgery Institute October 2005 - April 2010
Pacific Orthopedic Surgeons June 2002 - October 2005
Skills
Network Marketing, Salesforce.com, Sales, Cold Calling, Marketing Research, Interview Preparation, Bilingual-English/Spanis..., International Business, Human Resources, Customer Service, Teamwork, Microsoft Excel, International Economics, International Relations, Public Speaking, PowerPoint, Analytical Skills, Outlook, Multi Tasking, Customer Satisfaction, Hiring Personnel, Employee Training, Highly detail oriented, Product Knowledge, Plastic Surgery, Anti-aging Products, Spanish, Microsoft Office, Training, Microsoft Word, Management
Education
SRH University of Heidelberg 2014 — 2014
European Business and Marketing
California State University-Fullerton 2011 — 2014
Bachelor's degree, International Business with a Spanish Concentration
Irvine Valley College 2009 — 2010
Associate's Degree, Business Administration and Social Sciences
Alan Ragovin, CFP®'s AXA Advisors Experience March 2009 - November 2013
Job Business Owner at Ragovin Financial Services
Industry Financial Services
Experience
Ragovin Financial Services January 2014 - Present
AXA-Advisors March 2009 - November 2013
ETG, LLC 1999 - 2008
Skills
Retirement Planning, Investments, Life Insurance, Asset Protection, 401k Rollovers, Long Term Care Planning, Annuity Income Planning, Asset Allocation, Estate Planning, Disability Insurance, Fixed Income, Strategic Financial..., Retirement, Insurance, Wealth, Investment Strategies, Finance, Fixed Annuities, Small Business, Management, Financial Advisory, Equities, Medicare Supplement
Education
Central Connecticut State University
Bachelor of Science (BS), Finance
Ragovin Financial Services January 2014 - Present
AXA-Advisors March 2009 - November 2013
ETG, LLC 1999 - 2008
Skills
Retirement Planning, Investments, Life Insurance, Asset Protection, 401k Rollovers, Long Term Care Planning, Annuity Income Planning, Asset Allocation, Estate Planning, Disability Insurance, Fixed Income, Strategic Financial..., Retirement, Insurance, Wealth, Investment Strategies, Finance, Fixed Annuities, Small Business, Management, Financial Advisory, Equities, Medicare Supplement
Education
Central Connecticut State University
Bachelor of Science (BS), Finance
Emma(Wen) Zhang Emma(Wen) Zhang's AXA Advisors Experience April 2012 - July 2012
Job Analyst at Mitsui & Co., Ltd.
Industry Financial Services
Experience
Mitsui & Co., Ltd. July 2013 - Present
New York University September 2012 - May 2013
UBS October 2012 - January 2013
Buro Happold July 2012 - October 2012
AXA Advisors April 2012 - July 2012
New York University February 2012 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Bloomberg, Matlab, Financial Analysis, Valuation, Data Analysis, Economics, Fixed Income, Microsoft Excel, Mandarin, Quantitative Finance, R, Quantitative Analytics, Statistics, Stata, SAS
Education
New York University 2011 — 2013
MS, Financial Engineering
California State University-Chico 2010 — 2011
MBA, Management Information Systems, General
Huazhong University of Science and Technology 2006 — 2010
BS, Financial Engineering
Mitsui & Co., Ltd. July 2013 - Present
New York University September 2012 - May 2013
UBS October 2012 - January 2013
Buro Happold July 2012 - October 2012
AXA Advisors April 2012 - July 2012
New York University February 2012 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Bloomberg, Matlab, Financial Analysis, Valuation, Data Analysis, Economics, Fixed Income, Microsoft Excel, Mandarin, Quantitative Finance, R, Quantitative Analytics, Statistics, Stata, SAS
Education
New York University 2011 — 2013
MS, Financial Engineering
California State University-Chico 2010 — 2011
MBA, Management Information Systems, General
Huazhong University of Science and Technology 2006 — 2010
BS, Financial Engineering
Lisa (Ketz) Cross Lisa (Ketz) Cross's AXA Advisors Experience May 2013 - February 2015
Job Owner, Added Charm Home Staging
Industry Design
Experience
Added Charm Home Staging October 2010 - Present
AXA Advisors May 2013 - February 2015
Hickey & Gates, LLC July 2003 - May 2013
Lesko Financial Services 2001 - 2002
Salomon Smith Barney, Inc. 1998 - 2001
Associates Home Equity Services, Inc. 1992 - 1998
Cadbury U.S.A. 1982 - 1986
Sikorsky Aircraft 1981 - 1982
Skills
Home Staging, Sellers, Real Estate, Residential Homes, Interior Design, Marketing, Property, Real Estate Transactions, Furniture, Relocation, Investment Properties, Accessorizing, Sales, Condos, Referrals, Buyer Representation, Single Family Homes, Furnishings, Rentals, Space-planning, Small Business, House, Space Planning, Personal Shopping, Certified Home Stager, First Time Home Buyers, Selling, Foreclosures, Professional Organizing, Investors, Real Estate Staging, Luxury, Townhomes, Color Consultation, Research, Social Media, Title Searches, Window Treatments, Home, Residential, Furniture Placement, Color Selection, Finish Selection, Advertising, Writing, Blogging, Internet, Title Searching, Computer Literate, Listings
Education
Association of Property Scene Designers 2010 — 2011
Certificate, Home Staging with Specialty in Vacant and Distressed Properties
Central Connecticut State University 1979 — 1980
Marketing
Sacred Heart University 1978 — 1979
Secretarial Science
Added Charm Home Staging October 2010 - Present
AXA Advisors May 2013 - February 2015
Hickey & Gates, LLC July 2003 - May 2013
Lesko Financial Services 2001 - 2002
Salomon Smith Barney, Inc. 1998 - 2001
Associates Home Equity Services, Inc. 1992 - 1998
Cadbury U.S.A. 1982 - 1986
Sikorsky Aircraft 1981 - 1982
Skills
Home Staging, Sellers, Real Estate, Residential Homes, Interior Design, Marketing, Property, Real Estate Transactions, Furniture, Relocation, Investment Properties, Accessorizing, Sales, Condos, Referrals, Buyer Representation, Single Family Homes, Furnishings, Rentals, Space-planning, Small Business, House, Space Planning, Personal Shopping, Certified Home Stager, First Time Home Buyers, Selling, Foreclosures, Professional Organizing, Investors, Real Estate Staging, Luxury, Townhomes, Color Consultation, Research, Social Media, Title Searches, Window Treatments, Home, Residential, Furniture Placement, Color Selection, Finish Selection, Advertising, Writing, Blogging, Internet, Title Searching, Computer Literate, Listings
Education
Association of Property Scene Designers 2010 — 2011
Certificate, Home Staging with Specialty in Vacant and Distressed Properties
Central Connecticut State University 1979 — 1980
Marketing
Sacred Heart University 1978 — 1979
Secretarial Science
Jacob Reinhart Jacob Reinhart's AXA Advisors Experience April 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
Scottrade 2007 - 2012
Education
Cardinal Stritch University
Masters, Business Administration
University of Wisconsin-Milwaukee
Bachelor's degree, Finance
University of Wisconsin-Milwaukee
Bachelor's degree, Economics
AXA Advisors April 2012 - Present
Scottrade 2007 - 2012
Education
Cardinal Stritch University
Masters, Business Administration
University of Wisconsin-Milwaukee
Bachelor's degree, Finance
University of Wisconsin-Milwaukee
Bachelor's degree, Economics
Anthony Ryan Benedicto's AXA Advisors Experience February 2015 - Present
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Economics, Marketing
Loyola High School
AXA Advisors February 2015 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Economics, Marketing
Loyola High School
Chris Criswell Chris Criswell's AXA Advisors Experience January 2013 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Criswell Financial Associates 2011 - 2012
Mizuho Corporate Bank February 2007 - May 2011
Mizuho Securities USA Inc. 2007 - May 2011
BNP Paribas September 2000 - February 2006
Fleet Bank 1998 - 1999
UBS 1985 - 1998
Wells Fargo Bank 1978 - 1985
Skills
Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long-Term Care..., Tax-Efficient Strategies, Estate Planning..., Business Succession..., Employee Benefits..., Disability Risk..., College Savings Planning
Education
Golden Gate University 1980 — 1984
Finance
California State University-East Bay 1971 — 1975
B.A. with Honors, Political Science, Asian Studies
Mt. Eden H.S.
AXA Advisors January 2013 - Present
Criswell Financial Associates 2011 - 2012
Mizuho Corporate Bank February 2007 - May 2011
Mizuho Securities USA Inc. 2007 - May 2011
BNP Paribas September 2000 - February 2006
Fleet Bank 1998 - 1999
UBS 1985 - 1998
Wells Fargo Bank 1978 - 1985
Skills
Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long-Term Care..., Tax-Efficient Strategies, Estate Planning..., Business Succession..., Employee Benefits..., Disability Risk..., College Savings Planning
Education
Golden Gate University 1980 — 1984
Finance
California State University-East Bay 1971 — 1975
B.A. with Honors, Political Science, Asian Studies
Mt. Eden H.S.
Romer Mendez Romer Mendez's AXA Advisors Experience June 2011 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Rich Products Corporation June 2005 - June 2010
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Fixed Annuities, Estate Planning, Asset Allocation, Portfolio Management, Risk Management, Financial Services, Finance, Insurance, Retirement, Financial Advisory, Leadership, Disability Insurance, Public Speaking, Social Media
Education
Canisius College
Cardinal Hayes High School
AXA Advisors June 2011 - Present
Rich Products Corporation June 2005 - June 2010
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Fixed Annuities, Estate Planning, Asset Allocation, Portfolio Management, Risk Management, Financial Services, Finance, Insurance, Retirement, Financial Advisory, Leadership, Disability Insurance, Public Speaking, Social Media
Education
Canisius College
Cardinal Hayes High School
Jordan Pugmire's AXA Advisors Experience January 2011 - August 2011
Job Associate at TAG Management
Industry Financial Services
Ryan Shuman rshuman@kforce.com Ryan Shuman rshuman@kforce.com's AXA Advisors Experience December 2011 - February 2012
Job Technical Recruiter at Kforce Inc.
Industry Staffing and Recruiting
Experience
Kforce Inc. July 2012 - Present
CJW 2008 - June 2012
AXA Advisors December 2011 - February 2012
Skills
Recruiting, Temporary Placement, Customer Service, Internet Recruiting, Social Networking, Technical Recruiting, Staffing Services, Bowtie
Education
Carthage College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Washington Park 2004 — 2008
Kforce Inc. July 2012 - Present
CJW 2008 - June 2012
AXA Advisors December 2011 - February 2012
Skills
Recruiting, Temporary Placement, Customer Service, Internet Recruiting, Social Networking, Technical Recruiting, Staffing Services, Bowtie
Education
Carthage College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Washington Park 2004 — 2008
Kevin Cheney's AXA Advisors Experience April 2015 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Erie County Legislature January 2014 - May 2015
Loughran's Bar & Restaurant February 2012 - May 2015
Bobalew Ventures May 2011 - October 2012
Education
Canisius College 2009 — 2013
Bachelor of Science (BS) in Business Administration: Entrepreneurship & Marketing
National University of Ireland, Galway
St. Joseph's Collegiate Institute 2005 — 2009
AXA Advisors April 2015 - Present
Erie County Legislature January 2014 - May 2015
Loughran's Bar & Restaurant February 2012 - May 2015
Bobalew Ventures May 2011 - October 2012
Education
Canisius College 2009 — 2013
Bachelor of Science (BS) in Business Administration: Entrepreneurship & Marketing
National University of Ireland, Galway
St. Joseph's Collegiate Institute 2005 — 2009
Patrick Vickers Patrick Vickers's AXA Advisors Experience November 2012 - May 2013
Job Pricing Consultant
Industry Financial Services
Experience
MetLife October 2014 - Present
The Cypress Group November 2013 - October 2014
AXA Advisors November 2012 - May 2013
Bostian Retirement May 2011 - August 2012
Skills
Technical Recruiting, Talent Acquisition, Sourcing, Full-life Cycle..., Networking, Recruiting, Social Networking, Job Search Strategies, Human Resources, CRM, Marketing, Business Development, Series 7, Series 66, 401k, Long-term Care, Fixed Annuities, Life Insurance, IRAs, Disability Insurance, Universal Life, Health Insurance, Structured Products, Simple IRA, Executive Search, Building Relationships, Staff Augmentation, Account Management, Strategy, Internet Recruiting, Talent Management, Staffing Services, Applicant Tracking..., Employee Relations, Cold Calling, Permanent Placement, Screening Resumes, Employee Benefits, Vendor Management, Customer Service
Education
Catawba College 2007 — 2011
Bachelor's Degree, Communication and Media Studies
Clarkstown South High School
High School
MetLife October 2014 - Present
The Cypress Group November 2013 - October 2014
AXA Advisors November 2012 - May 2013
Bostian Retirement May 2011 - August 2012
Skills
Technical Recruiting, Talent Acquisition, Sourcing, Full-life Cycle..., Networking, Recruiting, Social Networking, Job Search Strategies, Human Resources, CRM, Marketing, Business Development, Series 7, Series 66, 401k, Long-term Care, Fixed Annuities, Life Insurance, IRAs, Disability Insurance, Universal Life, Health Insurance, Structured Products, Simple IRA, Executive Search, Building Relationships, Staff Augmentation, Account Management, Strategy, Internet Recruiting, Talent Management, Staffing Services, Applicant Tracking..., Employee Relations, Cold Calling, Permanent Placement, Screening Resumes, Employee Benefits, Vendor Management, Customer Service
Education
Catawba College 2007 — 2011
Bachelor's Degree, Communication and Media Studies
Clarkstown South High School
High School
Daniel Fialkoff's AXA Advisors Experience May 2012 - December 2012
Job Value Line Funds
Industry Financial Services
Experience
Value Line Funds January 2013 - Present
AXA Advisors May 2012 - December 2012
T. Rowe Price June 2010 - April 2012
T Rowe Price June 2008 - June 2010
Merrill Lynch August 2005 - June 2008
Skills
Loans, Employee Benefits, Entrepreneurship, Retirement Planning, Investments, Mortgage Lending, Series 7, Series 63, Financial Analysis, Mutual Funds, Real Estate, Portfolio Management, Asset Allocation, Securities, Credit, Asset Managment
Education
California State University-Northridge
MBA
Lev Aryeh
Queens College
Bachelor’s Degree, Political Science and Government
Value Line Funds January 2013 - Present
AXA Advisors May 2012 - December 2012
T. Rowe Price June 2010 - April 2012
T Rowe Price June 2008 - June 2010
Merrill Lynch August 2005 - June 2008
Skills
Loans, Employee Benefits, Entrepreneurship, Retirement Planning, Investments, Mortgage Lending, Series 7, Series 63, Financial Analysis, Mutual Funds, Real Estate, Portfolio Management, Asset Allocation, Securities, Credit, Asset Managment
Education
California State University-Northridge
MBA
Lev Aryeh
Queens College
Bachelor’s Degree, Political Science and Government
Eduard Morkunas Eduard Morkunas's AXA Advisors Experience August 1998 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
Allstate July 2012 - June 2015
Morgan Keegan October 2004 - March 2009
WM Financial Services September 2002 - October 2004
Quick & Reilly / Fleet Securities May 2001 - December 2001
AXA Advisors August 1998 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Series 63, Financial Advisory, Banking, Asset Management, Finance, Fixed Annuities, Wealth Management, Portfolio Management, Insurance, Equities, 401k, Mutual Funds
Education
California State University-Long Beach
BA, Languages / Spanish
University of Southern California
Masters degree not completed., Business / Spanish
Allstate July 2012 - June 2015
Morgan Keegan October 2004 - March 2009
WM Financial Services September 2002 - October 2004
Quick & Reilly / Fleet Securities May 2001 - December 2001
AXA Advisors August 1998 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Series 63, Financial Advisory, Banking, Asset Management, Finance, Fixed Annuities, Wealth Management, Portfolio Management, Insurance, Equities, 401k, Mutual Funds
Education
California State University-Long Beach
BA, Languages / Spanish
University of Southern California
Masters degree not completed., Business / Spanish
Benjamin Gross Benjamin Gross's AXA Advisors Experience 2003 - 2006
Job
Industry Financial Services
Experience
Newfound Research LLC January 2012 - October 2013
Carnegie Mellon University February 2009 - December 2011
Investment Technology Group, Inc. December 2010 - August 2011
AXA Advisors 2003 - 2006
Skills
Statistics, Economics, Quantitative Finance, Mathematics, Research, Python, Communication Strategy, Asset Allocation, Wealth Management, Quantitative Analytics, Quantitative Investing, matlab, Technical Presentations, Asset Management, Strategy, Investments, Capital Markets, Financial Markets, Econometrics, Analysis, Finance, Portfolio Management, Financial Modeling, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Science, Computational Finance
Emory University 2007 — 2008
Minor in Applied Mathematics, Mathematics & Quantitative Finance
Emory University - Goizueta Business School 1998 — 2002
Bachelor's of Business Administration (BBA), Entrepreneurship & Marketing
The Taft School 1993 — 1997
Newfound Research LLC January 2012 - October 2013
Carnegie Mellon University February 2009 - December 2011
Investment Technology Group, Inc. December 2010 - August 2011
AXA Advisors 2003 - 2006
Skills
Statistics, Economics, Quantitative Finance, Mathematics, Research, Python, Communication Strategy, Asset Allocation, Wealth Management, Quantitative Analytics, Quantitative Investing, matlab, Technical Presentations, Asset Management, Strategy, Investments, Capital Markets, Financial Markets, Econometrics, Analysis, Finance, Portfolio Management, Financial Modeling, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Science, Computational Finance
Emory University 2007 — 2008
Minor in Applied Mathematics, Mathematics & Quantitative Finance
Emory University - Goizueta Business School 1998 — 2002
Bachelor's of Business Administration (BBA), Entrepreneurship & Marketing
The Taft School 1993 — 1997
Mark Wolff, CLU®'s AXA Advisors Experience 2002 - 2004
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage September 2015 - Present
Millennium Brokerage Group, LLC September 2014 - Present
Prudential Life January 2013 - September 2014
The Hartford March 2004 - January 2013
AXA Advisors 2002 - 2004
Synchrologic, Inc. 2001 - 2002
Pumatech 1997 - 2001
Toshiba America 1994 - 1997
Skills
Chartered Life..., Estate Planning, Wealth, Life Insurance, High Net Worth..., Strategic Financial..., Finance, Small Business, Retirement Planning, Business Planning, Financial Planning, Wealth Management, Mutual Funds, Retirement
Education
California State University-Fullerton 1985 — 1990
Bachelor's degree, Business Administration and Management, General
Highland Capital Brokerage September 2015 - Present
Millennium Brokerage Group, LLC September 2014 - Present
Prudential Life January 2013 - September 2014
The Hartford March 2004 - January 2013
AXA Advisors 2002 - 2004
Synchrologic, Inc. 2001 - 2002
Pumatech 1997 - 2001
Toshiba America 1994 - 1997
Skills
Chartered Life..., Estate Planning, Wealth, Life Insurance, High Net Worth..., Strategic Financial..., Finance, Small Business, Retirement Planning, Business Planning, Financial Planning, Wealth Management, Mutual Funds, Retirement
Education
California State University-Fullerton 1985 — 1990
Bachelor's degree, Business Administration and Management, General
Yexuan Xu Yexuan Xu's AXA Advisors Experience September 2012 - December 2012
Job Entry Level Accountant at Evergreen Devco, Inc.
Industry Accounting
Experience
Evergreen Devco, Inc. June 2013 - Present
Synergy Financials & Management Services, Inc. February 2013 - August 2013
California State University, Northridge June 2012 - May 2013
AXA Advisors September 2012 - December 2012
California State University, Northridge December 2011 - December 2012
Skills
Accounting, Tax, Access, Finance, Financial Accounting, Academic Tutoring, Yardi Property..., QuickBooks, Bank Reconciliation, Accounts Payable, Accounts Receivable, Recurring Billing
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.63
Evergreen Devco, Inc. June 2013 - Present
Synergy Financials & Management Services, Inc. February 2013 - August 2013
California State University, Northridge June 2012 - May 2013
AXA Advisors September 2012 - December 2012
California State University, Northridge December 2011 - December 2012
Skills
Accounting, Tax, Access, Finance, Financial Accounting, Academic Tutoring, Yardi Property..., QuickBooks, Bank Reconciliation, Accounts Payable, Accounts Receivable, Recurring Billing
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.63
Jake Weaver, MBA's AXA Advisors Experience April 2009 - April 2010
Job Managing Partner at ENKI Property Solutions
Industry Real Estate
Experience
ENKI Property Solutions December 2011 - Present
AXA Advisors April 2009 - April 2010
New York Life Insurance Company January 2008 - January 2009
Education
California State University-Fresno 2009 — 2011
MBA, Business
ENKI Property Solutions December 2011 - Present
AXA Advisors April 2009 - April 2010
New York Life Insurance Company January 2008 - January 2009
Education
California State University-Fresno 2009 — 2011
MBA, Business
Christopher Urban Christopher Urban's AXA Advisors Experience June 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
M&T Bank July 2010 - June 2011
M&T Bank June 2007 - June 2010
WNY Regional Partnership / Insyte Consulting October 2006 - May 2007
Bates White June 2006 - August 2006
District Office of NYS Assemblyman Jack Quinn III September 2005 - January 2006
WNY United Against Drug and Alcohol Abuse September 2004 - June 2005
Buffalo Niagara Partnership 2003 - 2004
Skills
Financial Planning, Wealth Management, Client Education, Estate Planning, Wealth Preservation..., Portfolio Management, Investments, Asset Management, Insurance, Long-term Care Planning..., Risk Management, Retirement Planning, Education Planning..., Retirement Distribution..., Qualified Retirement..., Business Succession..., Executive Benefits..., Estate Equalization, Economics, Finance, Investment Advisory..., Fixed Annuities, Variable Annuities, Mutual Funds, ETFs, Stocks, Bonds, Trading, Series 7, Series 66
Education
Canisius College 2003 — 2007
B.S., Economics, Finance
Frontier Central High School 1999 — 2003
High School - Regent's Diploma
AXA Advisors June 2011 - Present
M&T Bank July 2010 - June 2011
M&T Bank June 2007 - June 2010
WNY Regional Partnership / Insyte Consulting October 2006 - May 2007
Bates White June 2006 - August 2006
District Office of NYS Assemblyman Jack Quinn III September 2005 - January 2006
WNY United Against Drug and Alcohol Abuse September 2004 - June 2005
Buffalo Niagara Partnership 2003 - 2004
Skills
Financial Planning, Wealth Management, Client Education, Estate Planning, Wealth Preservation..., Portfolio Management, Investments, Asset Management, Insurance, Long-term Care Planning..., Risk Management, Retirement Planning, Education Planning..., Retirement Distribution..., Qualified Retirement..., Business Succession..., Executive Benefits..., Estate Equalization, Economics, Finance, Investment Advisory..., Fixed Annuities, Variable Annuities, Mutual Funds, ETFs, Stocks, Bonds, Trading, Series 7, Series 66
Education
Canisius College 2003 — 2007
B.S., Economics, Finance
Frontier Central High School 1999 — 2003
High School - Regent's Diploma
Timothy Pilz Timothy Pilz's AXA Advisors Experience January 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
The Bennett Insurance Agency, LLC. September 2000 - November 2013
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Investments, Estate Planning, Investment Advisory, Long-term Care, Disability Insurance
Education
Castleton State College 1998 — 1999
Bachelor of Science, Business Administration and Management, General
Western Connecticut State University 1996 — 1997
AXA Advisors January 2012 - Present
The Bennett Insurance Agency, LLC. September 2000 - November 2013
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Investments, Estate Planning, Investment Advisory, Long-term Care, Disability Insurance
Education
Castleton State College 1998 — 1999
Bachelor of Science, Business Administration and Management, General
Western Connecticut State University 1996 — 1997
Christy Tillman's AXA Advisors Experience February 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Univision June 2012 - August 2014
Univision Network June 2009 - June 2012
Transfers Argentina October 2008 - April 2009
TDS FINANCIAL GROUP, LLC 2007 - 2008
Skills
Retirement Solutions, Personal Finance, Retirement Income..., Financial Analysis, Personal Financial..., New Business Development, Business Strategy, Customer Service, Managerial Finance, Retirement Planning, Retirement Plan..., Retirement Savings, Retirement Benefits, Strategic Partnerships, Business Development, Financial Services, Account Management, Financial Planning, Leadership, Financial Markets, Risk Management..., Interest Rate Risk..., Financial Risk..., Succession Planning, Retirement Distributions, Qualified Retirement..., Education Savings..., College Savings...
Education
Westmont College 2006 — 2008
Bachelor of Arts (B.A.), Economics and Business, Communications Minor
Calvin College 2004 — 2006
Business Communications
AXA Advisors February 2015 - Present
Univision June 2012 - August 2014
Univision Network June 2009 - June 2012
Transfers Argentina October 2008 - April 2009
TDS FINANCIAL GROUP, LLC 2007 - 2008
Skills
Retirement Solutions, Personal Finance, Retirement Income..., Financial Analysis, Personal Financial..., New Business Development, Business Strategy, Customer Service, Managerial Finance, Retirement Planning, Retirement Plan..., Retirement Savings, Retirement Benefits, Strategic Partnerships, Business Development, Financial Services, Account Management, Financial Planning, Leadership, Financial Markets, Risk Management..., Interest Rate Risk..., Financial Risk..., Succession Planning, Retirement Distributions, Qualified Retirement..., Education Savings..., College Savings...
Education
Westmont College 2006 — 2008
Bachelor of Arts (B.A.), Economics and Business, Communications Minor
Calvin College 2004 — 2006
Business Communications
Danish Khakoo Danish Khakoo's AXA Advisors Experience January 2014 - March 2014
Job Associate at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
Bank of the Sierra February 2014 - May 2014
Bloomberg LP February 2014 - May 2014
AXA Advisors January 2014 - March 2014
La Quinta Inn & Suites 2008 - 2012
Citi June 2008 - August 2008
United Bank Limited June 2007 - August 2007
Skills
Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Hospitality, Front Office, Revenue Analysis, Rooms Division, Restaurants, Banking, Credit, Finance, Microsoft Word, Financial Reporting
Education
California State University, Fresno 2012 — 2014
Bachelor of Science (BS) - Business Administration, Finance
College of the Sequoias 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
The City School, P.A.F. Chapter 2003 — 2005
A (Advanced) Level, Business/Commerce, General
State Street May 2014 - Present
Bank of the Sierra February 2014 - May 2014
Bloomberg LP February 2014 - May 2014
AXA Advisors January 2014 - March 2014
La Quinta Inn & Suites 2008 - 2012
Citi June 2008 - August 2008
United Bank Limited June 2007 - August 2007
Skills
Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Hospitality, Front Office, Revenue Analysis, Rooms Division, Restaurants, Banking, Credit, Finance, Microsoft Word, Financial Reporting
Education
California State University, Fresno 2012 — 2014
Bachelor of Science (BS) - Business Administration, Finance
College of the Sequoias 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
The City School, P.A.F. Chapter 2003 — 2005
A (Advanced) Level, Business/Commerce, General
Beth A. Blair Beth A. Blair's AXA Advisors Experience September 2008 - January 2010
Job CPA/Registered Rep. at Women 1st Financial Services
Industry Insurance
Experience
Women First Financial & Insurance Services/A Mass Mutual Company January 2010 - Present
Spark & Hustle 2011 - 2011
Women's Business Forum 2010 - 2011
AXA Advisors September 2008 - January 2010
Womens Business Forum 2009 - 2010
Calabasas Chamber of Commerce 2008 - 2010
Westlake Village Chapter 2009 - 2009
Katz, Fram & Co. 1983 - 1986
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Retirement, Wealth, Financial Planners, Finance, Series 63, Health Insurance, Mergers & Acquisitions, Variable Annuities, Asset Management, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Wealth Accumulation, Financial Services, Pensions, Management, Auditing, Risk Management, Equities, Investment Advisory, High Net Worth..., Asset Allocation, Personal Finance, Series 6, Financial Planning
Education
The Art of Entrepreneurship 2010 — 2010
Expertise in self owned business and planning
California State University-Northridge 1977 — 1979
BS, Bus.Administration-Accounting
Women First Financial & Insurance Services/A Mass Mutual Company January 2010 - Present
Spark & Hustle 2011 - 2011
Women's Business Forum 2010 - 2011
AXA Advisors September 2008 - January 2010
Womens Business Forum 2009 - 2010
Calabasas Chamber of Commerce 2008 - 2010
Westlake Village Chapter 2009 - 2009
Katz, Fram & Co. 1983 - 1986
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Retirement, Wealth, Financial Planners, Finance, Series 63, Health Insurance, Mergers & Acquisitions, Variable Annuities, Asset Management, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Wealth Accumulation, Financial Services, Pensions, Management, Auditing, Risk Management, Equities, Investment Advisory, High Net Worth..., Asset Allocation, Personal Finance, Series 6, Financial Planning
Education
The Art of Entrepreneurship 2010 — 2010
Expertise in self owned business and planning
California State University-Northridge 1977 — 1979
BS, Bus.Administration-Accounting
Daniel J. Disimile Daniel J. Disimile's AXA Advisors Experience May 2001 - August 2003
Job Business Development at Valcor Consulting
Industry Financial Services
Experience
Valcor Consulting July 2010 - Present
DJD CFP LLC August 2003 - Present
Caltech December 2008 - August 2009
AXA Advisors May 2001 - August 2003
A G Edwards September 1998 - January 2001
Merrill Lynch, Beverly Hills October 1987 - August 1998
Education
California State University-Long Beach 1983 — 1986
Rider University 1974 — 1978
BA, Psychology
Valcor Consulting July 2010 - Present
DJD CFP LLC August 2003 - Present
Caltech December 2008 - August 2009
AXA Advisors May 2001 - August 2003
A G Edwards September 1998 - January 2001
Merrill Lynch, Beverly Hills October 1987 - August 1998
Education
California State University-Long Beach 1983 — 1986
Rider University 1974 — 1978
BA, Psychology
Milan Gokaldas's AXA Advisors Experience May 2005 - April 2006
Job Internal Auditor for Department of Veteran Affairs
Industry Accounting
Experience
Office of Inspector General; Department of Veteran Affairs April 2008 - Present
Steven Label February 2007 - April 2008
AXA Advisors May 2005 - April 2006
Scottrade January 2003 - March 2005
Scottrade October 2000 - January 2004
Skills
Leadership, Management, Marketing, Microsoft Excel, Auditing, Microsoft Word, Process Improvement, Human Resources, Finance, PowerPoint, Program Management, Microsoft Office, Strategic Planning, Customer Service, Analysis, Financial Modeling, Financial Analysis
Education
California State University-Fullerton 1998 — 2003
Bachelors, Finance
Chapman University, The George L. Argyros School of Business and Economics
MBA, MBA
Office of Inspector General; Department of Veteran Affairs April 2008 - Present
Steven Label February 2007 - April 2008
AXA Advisors May 2005 - April 2006
Scottrade January 2003 - March 2005
Scottrade October 2000 - January 2004
Skills
Leadership, Management, Marketing, Microsoft Excel, Auditing, Microsoft Word, Process Improvement, Human Resources, Finance, PowerPoint, Program Management, Microsoft Office, Strategic Planning, Customer Service, Analysis, Financial Modeling, Financial Analysis
Education
California State University-Fullerton 1998 — 2003
Bachelors, Finance
Chapman University, The George L. Argyros School of Business and Economics
MBA, MBA
Howard Tom Howard Tom's AXA Advisors Experience 2005 - 2005
Job Licensed Real Estate Salesperson at Ralph Coti Real Estate
Industry Real Estate
Experience
Ralph Coti Real Estate May 2012 - Present
Berkeley Global Ltd. May 2008 - April 2012
DeVry University January 2007 - April 2008
Private Equity Dealings May 2007 - January 2008
AXA Advisors 2005 - 2005
Skills
Accounting, Admissions, Commercial Real Estate, Customer Service, Entrepreneurship, Event Planning, Finance, Investment Properties, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Office, Negotiation, Private Equity, Project Management, Public Speaking, Real Estate, Research, Sales, Selling, Small Business, Staff Development, Strategic Planning, Teaching, Team Building, Training
Education
Capella University 2007 — 2010
Phd, Organization and Management/Management Education
Keller Graduate School of Management of DeVry University 2002 — 2004
M.P.M., Project Management
University of Southern California 1980 — 1982
M.S.S.M., MIS
Columbia University - Columbia Business School 1974 — 1976
Bachelor of Arts (B.A.), French Language and Literature
Columbia University in the City of New York 1970 — 1974
A.B., French Literature
Ralph Coti Real Estate May 2012 - Present
Berkeley Global Ltd. May 2008 - April 2012
DeVry University January 2007 - April 2008
Private Equity Dealings May 2007 - January 2008
AXA Advisors 2005 - 2005
Skills
Accounting, Admissions, Commercial Real Estate, Customer Service, Entrepreneurship, Event Planning, Finance, Investment Properties, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Office, Negotiation, Private Equity, Project Management, Public Speaking, Real Estate, Research, Sales, Selling, Small Business, Staff Development, Strategic Planning, Teaching, Team Building, Training
Education
Capella University 2007 — 2010
Phd, Organization and Management/Management Education
Keller Graduate School of Management of DeVry University 2002 — 2004
M.P.M., Project Management
University of Southern California 1980 — 1982
M.S.S.M., MIS
Columbia University - Columbia Business School 1974 — 1976
Bachelor of Arts (B.A.), French Language and Literature
Columbia University in the City of New York 1970 — 1974
A.B., French Literature
Kevin T. Smith, CFP® Kevin T. Smith, CFP®'s AXA Advisors Experience October 2009 - March 2010
Job Senior Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2010 - December 2014
AXA Advisors October 2009 - March 2010
Citi October 2007 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning
Education
Canisius College 2002 — 2006
Bachelor of Science (BS), Political Science and Government
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2010 - December 2014
AXA Advisors October 2009 - March 2010
Citi October 2007 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning
Education
Canisius College 2002 — 2006
Bachelor of Science (BS), Political Science and Government
Erin Hetrick's AXA Advisors Experience February 2014 - July 2014
Job AIG Regional Administrator
Industry Financial Services
Experience
AIG July 2014 - Present
AXA Advisors February 2014 - July 2014
Cambridge Financial Partners, LLC. December 2008 - February 2014
Free Chapel Orange County January 2013 - January 2014
The 3 Hour Tour October 2007 - February 2009
Doner Advertising August 2004 - September 2008
Skills
Event Management, Music, Finance, Time Management, Adobe Creative Suite, Creative Direction, Photoshop, Corporate Events, Nonprofits, Research, Graphic Design, Sales, Market Planning, Entrepreneurship, Live Events, Start-ups, Management
Education
California State University-Fullerton 2002 — 2004
Bachelor's, Communications w/ emphasis in Advertising
Orange Coast College 1999 — 2002
Associate's, ECE, Marketing, Advertising, Sales
AIG July 2014 - Present
AXA Advisors February 2014 - July 2014
Cambridge Financial Partners, LLC. December 2008 - February 2014
Free Chapel Orange County January 2013 - January 2014
The 3 Hour Tour October 2007 - February 2009
Doner Advertising August 2004 - September 2008
Skills
Event Management, Music, Finance, Time Management, Adobe Creative Suite, Creative Direction, Photoshop, Corporate Events, Nonprofits, Research, Graphic Design, Sales, Market Planning, Entrepreneurship, Live Events, Start-ups, Management
Education
California State University-Fullerton 2002 — 2004
Bachelor's, Communications w/ emphasis in Advertising
Orange Coast College 1999 — 2002
Associate's, ECE, Marketing, Advertising, Sales
Daniel Paradise Daniel Paradise's AXA Advisors Experience March 2013 - Present
Job Divisional Vice President at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2013 - Present
AXA Advisors, LLC June 2007 - March 2013
Education
Canisius College 2004 — 2008
Bachelors, Finance
AXA Advisors March 2013 - Present
AXA Advisors, LLC June 2007 - March 2013
Education
Canisius College 2004 — 2008
Bachelors, Finance
David Camara David Camara's AXA Advisors Experience February 2012 - May 2012
Job Software Developer at Power Settlements Consulting and Software
Industry Computer Software
Experience
Power Settlements Consulting and Software October 2013 - Present
Phone Power February 2013 - October 2013
AXA Advisors February 2012 - May 2012
Barlow, Camara, & Roland May 2011 - November 2011
Sodexo August 2010 - May 2011
Loyola Marymount University April 2009 - May 2011
Loyola Marymount University April 2008 - May 2009
Skills
Time Management, Java, Outlook, PowerPoint, Microsoft Word, QuickBooks, Microsoft SQL Server, MySQL, Microsoft Excel, Enterprise eTime, Visual C#, JSP development
Education
California State University-Los Angeles 2012 — 2016
Master of Science (M.S.), Computer Science
Loyola Marymount University, School of Liberal Arts 2007 — 2011
Bachelor of Arts, Economics
Power Settlements Consulting and Software October 2013 - Present
Phone Power February 2013 - October 2013
AXA Advisors February 2012 - May 2012
Barlow, Camara, & Roland May 2011 - November 2011
Sodexo August 2010 - May 2011
Loyola Marymount University April 2009 - May 2011
Loyola Marymount University April 2008 - May 2009
Skills
Time Management, Java, Outlook, PowerPoint, Microsoft Word, QuickBooks, Microsoft SQL Server, MySQL, Microsoft Excel, Enterprise eTime, Visual C#, JSP development
Education
California State University-Los Angeles 2012 — 2016
Master of Science (M.S.), Computer Science
Loyola Marymount University, School of Liberal Arts 2007 — 2011
Bachelor of Arts, Economics
Bill Chalmers Bill Chalmers's AXA Advisors Experience 2002 - 2003
Job Past President and VicePresident Membershp, Shell Alumni Association of Greater Houston
Industry Oil & Energy
Experience
Shell Alumni Association of Greater Houston January 2015 - Present
United Way of Greater Houston 2006 - Present
Chalmers Advisory Services 2003 - Present
Chalmers Financial Advisors 2006 - Present
Lincoln Financial Group 2003 - 2005
AXA Advisors 2002 - 2003
Cambridge CEO Partners 2001 - 2002
Imperial Petroleum Recovery Corporation 2000 - 2001
Shell Chemicals 1996 - 1999
Royal Lubricants 1996 - 1997
Skills
Budgets, Strategic Financial..., Marketing Management, Mergers & Acquisitions, Business Strategy, Advisory Boards, Business Process..., Subject Matter Experts, Strategy, Management Consulting, Board of Directors, Start-ups, Executive Management, Negotiation, Change Management, Wine Tasting, Wine & Food Pairing, wine, Strategic Planning, New Business Development, Business Development, Team Leadership, Team Building, Leadership, Intellectual Property, Licensing, International Business, Joint Ventures, Strategic Partnerships, Due Diligence, Fundraising, Financial Modeling, Private Equity, Corporate Finance, Executive Search, Valuation, Venture Capital, Finance, Cross-functional Team..., Partnerships, Insurance, Marketing, Litigation, European Union, Technical Staff..., Operations Management, Quality Assurance, Quality Management, Manufacturing, Marketing Strategy
Education
California State Polytechnic University-Pomona 1966 — 1969
BS Chemical Engineering
Shell Alumni Association of Greater Houston January 2015 - Present
United Way of Greater Houston 2006 - Present
Chalmers Advisory Services 2003 - Present
Chalmers Financial Advisors 2006 - Present
Lincoln Financial Group 2003 - 2005
AXA Advisors 2002 - 2003
Cambridge CEO Partners 2001 - 2002
Imperial Petroleum Recovery Corporation 2000 - 2001
Shell Chemicals 1996 - 1999
Royal Lubricants 1996 - 1997
Skills
Budgets, Strategic Financial..., Marketing Management, Mergers & Acquisitions, Business Strategy, Advisory Boards, Business Process..., Subject Matter Experts, Strategy, Management Consulting, Board of Directors, Start-ups, Executive Management, Negotiation, Change Management, Wine Tasting, Wine & Food Pairing, wine, Strategic Planning, New Business Development, Business Development, Team Leadership, Team Building, Leadership, Intellectual Property, Licensing, International Business, Joint Ventures, Strategic Partnerships, Due Diligence, Fundraising, Financial Modeling, Private Equity, Corporate Finance, Executive Search, Valuation, Venture Capital, Finance, Cross-functional Team..., Partnerships, Insurance, Marketing, Litigation, European Union, Technical Staff..., Operations Management, Quality Assurance, Quality Management, Manufacturing, Marketing Strategy
Education
California State Polytechnic University-Pomona 1966 — 1969
BS Chemical Engineering
Ashley Meister's AXA Advisors Experience January 2012 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
Saver Group, Inc. June 2005 - August 2010
Skills
Investment Planning, Financial Services, Retirement Planning, Wealth Preservation..., Tax-efficient Investing, Tax-deferred Investment..., IRA Distribution...
Education
Campbellsville University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Kentucky 2001 — 2005
Bachelor of Science (B.S.), Management
Taylor county
AXA Advisors January 2012 - Present
Saver Group, Inc. June 2005 - August 2010
Skills
Investment Planning, Financial Services, Retirement Planning, Wealth Preservation..., Tax-efficient Investing, Tax-deferred Investment..., IRA Distribution...
Education
Campbellsville University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Kentucky 2001 — 2005
Bachelor of Science (B.S.), Management
Taylor county
Taylor Trakin Taylor Trakin's AXA Advisors Experience July 2011 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2011 - Present
Reveille August 2010 - December 2010
Education
California State University-Northridge 2006 — 2011
BS, Finance, Accounting, Electronic Media Management
AXA Advisors July 2011 - Present
Reveille August 2010 - December 2010
Education
California State University-Northridge 2006 — 2011
BS, Finance, Accounting, Electronic Media Management
Anthony Kolta's AXA Advisors Experience June 2006 - September 2006
Job Account Manager at Newgistics
Industry Logistics and Supply Chain
Experience
Newgistics September 2013 - Present
Ingram Micro April 2011 - August 2013
Incase Designs October 2008 - April 2011
L.A. County Department of Public Works October 2006 - October 2008
AXA Advisors June 2006 - September 2006
Embassy Suites June 2005 - June 2006
Wells Fargo Bank June 2003 - May 2005
Skills
Access, Forecasting, Analysis, Budgets, MS Office Suite, Keynote, Budgeting, SAP, Inventory Management, SQL Server Management..., Compliance, Problem Solving, Process Improvement, Customer Relations, Customer Service, Market Research, Project Planning, Microsoft Office, Transportation, Vendor Management, Sales, Cross-functional Team..., Supply Chain, Management
Education
California State Polytechnic University 2003 — 2008
Bachelor of Science, International Business and Marketing
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Arts (B.A.), International Business
Newgistics September 2013 - Present
Ingram Micro April 2011 - August 2013
Incase Designs October 2008 - April 2011
L.A. County Department of Public Works October 2006 - October 2008
AXA Advisors June 2006 - September 2006
Embassy Suites June 2005 - June 2006
Wells Fargo Bank June 2003 - May 2005
Skills
Access, Forecasting, Analysis, Budgets, MS Office Suite, Keynote, Budgeting, SAP, Inventory Management, SQL Server Management..., Compliance, Problem Solving, Process Improvement, Customer Relations, Customer Service, Market Research, Project Planning, Microsoft Office, Transportation, Vendor Management, Sales, Cross-functional Team..., Supply Chain, Management
Education
California State Polytechnic University 2003 — 2008
Bachelor of Science, International Business and Marketing
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Arts (B.A.), International Business
Kevin Dong Kevin Dong's AXA Advisors Experience June 2015 - July 2015
Job Student Athlete at Case Western Reserve University
Industry Accounting
Experience
Case Western Reserve University May 2015 - Present
AXA Advisors June 2015 - July 2015
Chutney Rolls February 2014 - December 2014
JumpStart Inc. May 2014 - September 2014
Inner City Tennis Clinics January 2014 - April 2014
Skills
Data Analysis, Microsoft Excel, Teamwork, Leadership, Communication, Finance, Research
Education
Case Western Reserve University 2013 — 2017
Bachelor of Science (BS), Accounting
Case Western Reserve University May 2015 - Present
AXA Advisors June 2015 - July 2015
Chutney Rolls February 2014 - December 2014
JumpStart Inc. May 2014 - September 2014
Inner City Tennis Clinics January 2014 - April 2014
Skills
Data Analysis, Microsoft Excel, Teamwork, Leadership, Communication, Finance, Research
Education
Case Western Reserve University 2013 — 2017
Bachelor of Science (BS), Accounting
Nathan van Moppes Nathan van Moppes's AXA Advisors Experience August 2006 - December 2006
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Tom Raspanti Tom Raspanti's AXA Advisors Experience May 2014 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Prudential Financial November 2013 - April 2014
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Insurance, Finance, Retirement, Mutual Funds, Wealth Management, Investments, Series 63, Estate Planning, IRAs, Securities, Asset Allocation, 401k, Disability Insurance, Investment Advisory, Financial Advisory, Uniform Combined State..., Risk Management, Variable Annuities, 529 Plans, Series 6
Education
Carroll University 2004 — 2009
Bachelor's Degree, Music
Marquette University High School 2000 — 2004
Brookfield Academy WI
Brookfield Academy WI
Brookfield Academy WI
AXA Advisors May 2014 - Present
Prudential Financial November 2013 - April 2014
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Insurance, Finance, Retirement, Mutual Funds, Wealth Management, Investments, Series 63, Estate Planning, IRAs, Securities, Asset Allocation, 401k, Disability Insurance, Investment Advisory, Financial Advisory, Uniform Combined State..., Risk Management, Variable Annuities, 529 Plans, Series 6
Education
Carroll University 2004 — 2009
Bachelor's Degree, Music
Marquette University High School 2000 — 2004
Brookfield Academy WI
Brookfield Academy WI
Brookfield Academy WI
Anthony Falcone Anthony Falcone's AXA Advisors Experience July 2009 - August 2009
Job IT Service Desk Analyst at Moog Inc.
Industry Information Technology and Services
Experience
Moog Inc. May 2014 - Present
Moog Inc. June 2013 - May 2014
Buffalo State College September 2011 - May 2014
Julia Boyer Reinstein Library September 2010 - September 2013
West Seneca Central Schools June 2010 - September 2010
Orchard Park Town Wreckers Swim Team June 2010 - August 2010
Consumer Credit Counseling Services of Buffalo, Inc. April 2010 - June 2010
AXA Advisors July 2009 - August 2009
Skills
Visual Basic, SQL, Mobile Device Management, Airwatch MDM, Web Development, Database Management, Microsoft SQL Server, Tipco Spotfire, Xcend Metrix, Oracle SQL Developer, Software Development, Computer Hardware, Web Design, Final Cut Pro, Talend Open Studio, SharePoint, C++, Adobe Photoshop, Adobe Dreamweaver, Adobe Flash, Microsoft Office, Networking, iOS, Customer Service, HTML, Microsoft Exchange, Photoshop
Education
Canisius College 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York College at Buffalo 2011 — 2014
Bachelor of Science (BS), Computer Information Systems, 3.6
West Seneca East Senior High School 2007 — 2011
Regents with Advanced Designation with Honors, Academy of Information Technology, 90
Moog Inc. May 2014 - Present
Moog Inc. June 2013 - May 2014
Buffalo State College September 2011 - May 2014
Julia Boyer Reinstein Library September 2010 - September 2013
West Seneca Central Schools June 2010 - September 2010
Orchard Park Town Wreckers Swim Team June 2010 - August 2010
Consumer Credit Counseling Services of Buffalo, Inc. April 2010 - June 2010
AXA Advisors July 2009 - August 2009
Skills
Visual Basic, SQL, Mobile Device Management, Airwatch MDM, Web Development, Database Management, Microsoft SQL Server, Tipco Spotfire, Xcend Metrix, Oracle SQL Developer, Software Development, Computer Hardware, Web Design, Final Cut Pro, Talend Open Studio, SharePoint, C++, Adobe Photoshop, Adobe Dreamweaver, Adobe Flash, Microsoft Office, Networking, iOS, Customer Service, HTML, Microsoft Exchange, Photoshop
Education
Canisius College 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York College at Buffalo 2011 — 2014
Bachelor of Science (BS), Computer Information Systems, 3.6
West Seneca East Senior High School 2007 — 2011
Regents with Advanced Designation with Honors, Academy of Information Technology, 90
Ahamad Manohorathat Ahamad Manohorathat's AXA Advisors Experience October 2012 - April 2014
Job Registered Representative at Zuk Financial Group
Industry Financial Services
Experience
Zuk Financial Group June 2014 - Present
AXA Advisors October 2012 - April 2014
American Funds December 2006 - December 2012
National Planning Corporation (NPC) DBA Zuk Financial Group January 2004 - December 2006
H&R Block January 2005 - April 2005
JE Pistons 1999 - 2003
Skills
Mutual Funds, Investments, Retirement, Customer Service, 529 Plans, Sales, Securities, Retirement Planning, Life Insurance, Series 63, Series 6
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
California High School
Zuk Financial Group June 2014 - Present
AXA Advisors October 2012 - April 2014
American Funds December 2006 - December 2012
National Planning Corporation (NPC) DBA Zuk Financial Group January 2004 - December 2006
H&R Block January 2005 - April 2005
JE Pistons 1999 - 2003
Skills
Mutual Funds, Investments, Retirement, Customer Service, 529 Plans, Sales, Securities, Retirement Planning, Life Insurance, Series 63, Series 6
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
California High School
Aiden Jacks Aiden Jacks's AXA Advisors Experience 2015 - 2015
Job Sales and Leasing Agent at JACKS Commercial Real Estate
Industry Commercial Real Estate
Experience
JACKS Commercial Real Estate July 2015 - Present
AXA Advisors 2015 - 2015
Perpetual Limited April 2010 - November 2013
Perpetual Limited September 2006 - April 2010
Education
California State University-Sacramento
Bachelor of Business Administration (BBA)
JACKS Commercial Real Estate July 2015 - Present
AXA Advisors 2015 - 2015
Perpetual Limited April 2010 - November 2013
Perpetual Limited September 2006 - April 2010
Education
California State University-Sacramento
Bachelor of Business Administration (BBA)
Ryan Collin, CFP®, CLU®, ChFC® Ryan Collin, CFP®, CLU®, ChFC®'s AXA Advisors Experience November 2005 - April 2010
Job AVP, Business Development at PartnersFinancial, NFP
Industry Financial Services
Experience
PartnersFinancial, NFP September 2015 - Present
LPL Financial May 2010 - August 2015
AXA Advisors November 2005 - April 2010
Vanguard November 2004 - September 2005
Skills
Series 7, Certified Financial..., CLU, ChFC, Series 6, Series 63, Series 65, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Financial Advisory, Finance, Insurance, Long-term Care
Education
The American College 2011 — 2012
CLU®, CFP® & ChFC® Designation
Central Connecticut State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Statistics
PartnersFinancial, NFP September 2015 - Present
LPL Financial May 2010 - August 2015
AXA Advisors November 2005 - April 2010
Vanguard November 2004 - September 2005
Skills
Series 7, Certified Financial..., CLU, ChFC, Series 6, Series 63, Series 65, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Financial Advisory, Finance, Insurance, Long-term Care
Education
The American College 2011 — 2012
CLU®, CFP® & ChFC® Designation
Central Connecticut State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Statistics
Gilbert REN Rojas Gilbert REN Rojas's AXA Advisors Experience January 2006 - September 2007
Job (NY) Lic. Real Estate Salesperson
Industry Real Estate
Experience
Charles Rutenberg Realty Inc. 2014 - Present
Better Qualified LLC January 2012 - Present
Renaizzance Vision, Inc March 2009 - Present
Music Unites January 2009 - Present
Renaizzance Group, Inc January 2008 - March 2009
AXA Advisors January 2006 - September 2007
Skills
Credit Analysis, New Business Development, Entertainment Management, Marketing, Management, Entertainment, Talent Management, Strategic Planning, Nonprofits, Music, Credit, Program Management, Investments, Entrepreneurship, Social Media, Sales, Real Estate, Banking, Mortgage Lending, Loans, Mortgage Banking, Event Management, Event Planning, Marketing Strategy, Public Relations, Real Estate Development, Real Estate Investment..., Real Estate Transactions, Real Property, Rental Homes, Investment Properties
Education
New York Real Estate Institute 2014 — 2014
75 Hour R.E. course requirement, Real Estate Salesperson
California State University-Northridge 2004 — 2005
BA, Finance, Minor in Marketing
Monroe College 2002 — 2004
Associate, Business Administration
Charles Rutenberg Realty Inc. 2014 - Present
Better Qualified LLC January 2012 - Present
Renaizzance Vision, Inc March 2009 - Present
Music Unites January 2009 - Present
Renaizzance Group, Inc January 2008 - March 2009
AXA Advisors January 2006 - September 2007
Skills
Credit Analysis, New Business Development, Entertainment Management, Marketing, Management, Entertainment, Talent Management, Strategic Planning, Nonprofits, Music, Credit, Program Management, Investments, Entrepreneurship, Social Media, Sales, Real Estate, Banking, Mortgage Lending, Loans, Mortgage Banking, Event Management, Event Planning, Marketing Strategy, Public Relations, Real Estate Development, Real Estate Investment..., Real Estate Transactions, Real Property, Rental Homes, Investment Properties
Education
New York Real Estate Institute 2014 — 2014
75 Hour R.E. course requirement, Real Estate Salesperson
California State University-Northridge 2004 — 2005
BA, Finance, Minor in Marketing
Monroe College 2002 — 2004
Associate, Business Administration
Joe Westendorf Joe Westendorf's AXA Advisors Experience June 2012 - November 2012
Job Regional External Wholesaler at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
John Romancik's AXA Advisors Experience November 2005 - February 2008
Job Account Sales Consultant at Excellus BCBS
Industry Insurance
Experience
Excellus BCBS July 2014 - Present
Benefit Specialists of NY July 2009 - July 2014
Donahue Financial Management January 2009 - July 2014
MassMutual Financial Group 2008 - 2010
AXA Advisors November 2005 - February 2008
Skills
Group Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Vision Plans, Voluntary Benefits, Retirement Planning, Employee Benefits, Long Term Care Insurance, Long-term Care
Education
Canisius College 2001 — 2005
BS, Finance
Excellus BCBS July 2014 - Present
Benefit Specialists of NY July 2009 - July 2014
Donahue Financial Management January 2009 - July 2014
MassMutual Financial Group 2008 - 2010
AXA Advisors November 2005 - February 2008
Skills
Group Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Vision Plans, Voluntary Benefits, Retirement Planning, Employee Benefits, Long Term Care Insurance, Long-term Care
Education
Canisius College 2001 — 2005
BS, Finance
Mj Mokhtari's AXA Advisors Experience February 2015 - October 2015
Job Executive Assistant to the Corporate Attorney
Industry Executive Office
Experience
AXA Advisors February 2015 - October 2015
OneWest Bank August 2014 - December 2014
US Tax Shield August 2012 - July 2014
Oldman, Cooley & Sallus Law Firm October 2011 - August 2012
Hager Pacific Management July 2010 - September 2011
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Legal Solutions, Wordperfect, Customer Service, ProDoc, Motions, Pleadings, Family Law, Legal Documents, Peachtree, Logics, AbacusLaw, Microsoft Publisher, SharePoint, Salesforce.com
Education
California State University-Northridge 2007 — 2009
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland College Park 2005 — 2006
Political Science and Government
AXA Advisors February 2015 - October 2015
OneWest Bank August 2014 - December 2014
US Tax Shield August 2012 - July 2014
Oldman, Cooley & Sallus Law Firm October 2011 - August 2012
Hager Pacific Management July 2010 - September 2011
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Legal Solutions, Wordperfect, Customer Service, ProDoc, Motions, Pleadings, Family Law, Legal Documents, Peachtree, Logics, AbacusLaw, Microsoft Publisher, SharePoint, Salesforce.com
Education
California State University-Northridge 2007 — 2009
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland College Park 2005 — 2006
Political Science and Government
Sohui Kwon's AXA Advisors Experience July 2012 - November 2012
Job Accountant
Industry Accounting
Experience
Integral CPAs & Associates Inc July 2013 - Present
Choi & Lee CPAs and Associates January 2013 - April 2013
AXA Advisors July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Auditing, Microsoft Word, PowerPoint, Accounting, Teamwork, Customer Service, Research, English, QuickBooks, Financial Analysis, Outlook, Financial Accounting, Financial Reporting, Access, Account Reconciliation
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (B.S.), Accounting
Citrus College 2007 — 2010
Associate in Science, Business
Integral CPAs & Associates Inc July 2013 - Present
Choi & Lee CPAs and Associates January 2013 - April 2013
AXA Advisors July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Auditing, Microsoft Word, PowerPoint, Accounting, Teamwork, Customer Service, Research, English, QuickBooks, Financial Analysis, Outlook, Financial Accounting, Financial Reporting, Access, Account Reconciliation
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (B.S.), Accounting
Citrus College 2007 — 2010
Associate in Science, Business
Jonathan Germano Jonathan Germano's AXA Advisors Experience March 2013 - July 2013
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo March 2014 - September 2014
TD August 2013 - March 2014
AXA Advisors March 2013 - July 2013
Skills
Sales, Sales Management, Negotiation, New Business Development, Forecasting, Account Management, Customer Service, Customer Satisfaction, Microsoft Excel, Strategic Planning, Financial Advisory, Insurance, Investments, Banking, Finance, Management, Pricing, Credit, Financial Services, Financial Analysis, Mortgage Lending
Education
Capella University 2014 — 2015
Bachelor of Business Administration (BBA)
PNC June 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo March 2014 - September 2014
TD August 2013 - March 2014
AXA Advisors March 2013 - July 2013
Skills
Sales, Sales Management, Negotiation, New Business Development, Forecasting, Account Management, Customer Service, Customer Satisfaction, Microsoft Excel, Strategic Planning, Financial Advisory, Insurance, Investments, Banking, Finance, Management, Pricing, Credit, Financial Services, Financial Analysis, Mortgage Lending
Education
Capella University 2014 — 2015
Bachelor of Business Administration (BBA)
Matt Schuberg's AXA Advisors Experience January 2013 - July 2013
Job Associate Financial Advisor at Lindsey & Lindsey Wealth Management and Ascent Wealth Management
Industry Financial Services
Experience
Lindsey & Lindsey Wealth Management April 2015 - Present
Ascent Wealth Management April 2015 - Present
Alliance United Insurance Company November 2013 - April 2015
AXA Advisors January 2013 - July 2013
AXA Advisors October 2012 - December 2012
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Management, Time Management, Licensed Life & Health..., Microsoft Excel, Sales, Uniform Combined State..., Health Insurance, Series 7, Series 66, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Insurance, Social Media Marketing, Finance, Customer Service, Marketing Strategy, Management, Financial Analysis
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA)
California Lutheran University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Lindsey & Lindsey Wealth Management April 2015 - Present
Ascent Wealth Management April 2015 - Present
Alliance United Insurance Company November 2013 - April 2015
AXA Advisors January 2013 - July 2013
AXA Advisors October 2012 - December 2012
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Management, Time Management, Licensed Life & Health..., Microsoft Excel, Sales, Uniform Combined State..., Health Insurance, Series 7, Series 66, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Insurance, Social Media Marketing, Finance, Customer Service, Marketing Strategy, Management, Financial Analysis
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA)
California Lutheran University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Suki Thind Suki Thind's AXA Advisors Experience March 2015 - May 2015
Job Lakers Writer / Financial Consultant / Health Insurance Agent
Industry Writing and Editing
Experience
Alta Resources July 2015 - Present
LakersNation.com 2012 - Present
AXA Advisors March 2015 - May 2015
Alta Resources December 2014 - March 2015
Alta Resources August 2013 - December 2014
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Leadership, Teamwork, Investments, Time Management, Microsoft Excel, Social Networking, Public Speaking, Investment Strategies, Social Media, Writing, Management, Human Resources, Interviews, Portfolio Management, Communication, Employee Relations, Training, Recruiting
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Science, Business Administration; Management & Human Resources, Cum Laude
Alta Resources July 2015 - Present
LakersNation.com 2012 - Present
AXA Advisors March 2015 - May 2015
Alta Resources December 2014 - March 2015
Alta Resources August 2013 - December 2014
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Leadership, Teamwork, Investments, Time Management, Microsoft Excel, Social Networking, Public Speaking, Investment Strategies, Social Media, Writing, Management, Human Resources, Interviews, Portfolio Management, Communication, Employee Relations, Training, Recruiting
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Science, Business Administration; Management & Human Resources, Cum Laude
Tania R. González, M.S.'s AXA Advisors Experience August 2015 - Present
Job Assistant
Industry Insurance
Experience
AXA Advisors August 2015 - Present
University of Puerto Rico September 2014 - August 2015
MassMutual Financial Group March 2009 - August 2014
Bella Group April 2008 - January 2009
Premier Concierge Services August 2007 - April 2008
Skills
Microsoft Office, Insurance, Leadership, Outlook, Sales, Customer Service, Psychology, Psychotherapy, Psychological Assessment, Psychometrics, Community Outreach, Public Speaking, Statistics, Clinical Research, SPSS, Teaching
Education
Carlos Albizu University - San Juan Campus 2012 — 2015
Doctor of Philosophy (Ph.D.), Clinical Psychology
Carlos Albizu University - San Juan Campus 2009 — 2012
Masters in Science, Clinical Psychology
University of Puerto Rico-Rio Piedras 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration
AXA Advisors August 2015 - Present
University of Puerto Rico September 2014 - August 2015
MassMutual Financial Group March 2009 - August 2014
Bella Group April 2008 - January 2009
Premier Concierge Services August 2007 - April 2008
Skills
Microsoft Office, Insurance, Leadership, Outlook, Sales, Customer Service, Psychology, Psychotherapy, Psychological Assessment, Psychometrics, Community Outreach, Public Speaking, Statistics, Clinical Research, SPSS, Teaching
Education
Carlos Albizu University - San Juan Campus 2012 — 2015
Doctor of Philosophy (Ph.D.), Clinical Psychology
Carlos Albizu University - San Juan Campus 2009 — 2012
Masters in Science, Clinical Psychology
University of Puerto Rico-Rio Piedras 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration
Rachel Umipig Rachel Umipig's AXA Advisors Experience May 2000 - May 2001
Job Chief Compliance Officer at KBS Realty Advisors, Inc., KBS Realty Advisors LLC., and KBS Capital Advisors LLC.
Industry Financial Services
Experience
Koll Bren Schreiber Realty Advisors, Inc., KBS Realty Advisors LLC., KBS Capital Advisors LLC. March 2014 - Present
FINRA October 2009 - March 2014
WaMu Investments May 2001 - April 2009
AXA Advisors May 2000 - May 2001
Gateway Investments August 1994 - May 2000
Skills
AML, Advertising, Auditing, Due Diligence, Management, Relationship Management, Risk Management, Securities, Investments, Portfolio Management, Financial Services, Analysis, Asset Management, Leadership, Series 7, Training, Equities, Mutual Funds, Anti Money Laundering, FINRA, Finance
Education
California State University-Long Beach 1988 — 1994
BS, Finance
Koll Bren Schreiber Realty Advisors, Inc., KBS Realty Advisors LLC., KBS Capital Advisors LLC. March 2014 - Present
FINRA October 2009 - March 2014
WaMu Investments May 2001 - April 2009
AXA Advisors May 2000 - May 2001
Gateway Investments August 1994 - May 2000
Skills
AML, Advertising, Auditing, Due Diligence, Management, Relationship Management, Risk Management, Securities, Investments, Portfolio Management, Financial Services, Analysis, Asset Management, Leadership, Series 7, Training, Equities, Mutual Funds, Anti Money Laundering, FINRA, Finance
Education
California State University-Long Beach 1988 — 1994
BS, Finance
Verna Wong Hsueh's AXA Advisors Experience 1999 - 2000
Job Director of Sales and Marketing at Wealth Solutions Group
Industry Financial Services
Experience
Wealth Solutions Group November 2014 - Present
Capital Group February 2007 - December 2013
RBC Dain Rauscher 2000 - 2003
AXA Advisors 1999 - 2000
Skills
Investments, Customer Service, Wealth Management, Mutual Funds, Financial Planning, Marketing Strategy, Formerly a California...
Education
California State University-Fullerton 1991 — 1996
California State University, Los Angeles
Nogales High School
Wealth Solutions Group November 2014 - Present
Capital Group February 2007 - December 2013
RBC Dain Rauscher 2000 - 2003
AXA Advisors 1999 - 2000
Skills
Investments, Customer Service, Wealth Management, Mutual Funds, Financial Planning, Marketing Strategy, Formerly a California...
Education
California State University-Fullerton 1991 — 1996
California State University, Los Angeles
Nogales High School
Jake Showers Jake Showers's AXA Advisors Experience January 2012 - February 2013
Job Margins Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Ryan Durr Ryan Durr's AXA Advisors Experience June 2014 - January 2015
Job Financial Planning, Shuster Financial, LLC
Industry Financial Services
Experience
Moose Limited October 2009 - Present
AXA Advisors June 2014 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Teamwork, Analysis
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (BS), Finance
California State University-Northridge 2012 — 2014
Bachelor's degree, Finance
Moose Limited October 2009 - Present
AXA Advisors June 2014 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Teamwork, Analysis
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (BS), Finance
California State University-Northridge 2012 — 2014
Bachelor's degree, Finance
Nick Imbimbo Nick Imbimbo's AXA Advisors Experience April 2015 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Imbimbo Family Winery February 2008 - Present
Dee Vine Wines November 2011 - April 2013
Safeway September 2011 - November 2011
Morton & Pitalo, Inc. February 2010 - May 2010
Skills
Customer Service, Inventory Management, Wine, Microsoft Excel, Team Building, Food & Beverage, Key Account Management, Accounts Payable, Accounts Receivable, Food, Sales Operations, Import/Export Operations, Finance, Key Account Development, Import Logistics, Hospitality, Operations Management, Financial Analysis, Financial Planning, Financial Services, Business Succession..., Financial Risk, Sales, Investment services
Education
California State University-Chico 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
College of Marin 2008 — 2010
Associate's degree, Mathematics
AXA Advisors April 2015 - Present
Imbimbo Family Winery February 2008 - Present
Dee Vine Wines November 2011 - April 2013
Safeway September 2011 - November 2011
Morton & Pitalo, Inc. February 2010 - May 2010
Skills
Customer Service, Inventory Management, Wine, Microsoft Excel, Team Building, Food & Beverage, Key Account Management, Accounts Payable, Accounts Receivable, Food, Sales Operations, Import/Export Operations, Finance, Key Account Development, Import Logistics, Hospitality, Operations Management, Financial Analysis, Financial Planning, Financial Services, Business Succession..., Financial Risk, Sales, Investment services
Education
California State University-Chico 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
College of Marin 2008 — 2010
Associate's degree, Mathematics
Darren Le's AXA Advisors Experience October 2012 - May 2013
Job MS Accountacy Candidate
Industry Accounting
Experience
CSUF Beta Alpha Psi August 2015 - Present
EY June 2015 - August 2015
Internal Revenue Service May 2014 - August 2014
AXA Advisors October 2012 - May 2013
Burnham Gibson Financial Group July 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Team Leadership, QuickBooks, Accounting, Tax Preparation
Education
California State University-Fullerton 2013 — 2016
Master of Science in Accountancy, Accounting
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Architecture (BArch), Architecture
CSUF Beta Alpha Psi August 2015 - Present
EY June 2015 - August 2015
Internal Revenue Service May 2014 - August 2014
AXA Advisors October 2012 - May 2013
Burnham Gibson Financial Group July 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Team Leadership, QuickBooks, Accounting, Tax Preparation
Education
California State University-Fullerton 2013 — 2016
Master of Science in Accountancy, Accounting
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Architecture (BArch), Architecture
Vivian Jen Vivian Jen's AXA Advisors Experience February 2010 - August 2010
Job Accounting Specialist / Human Resources Manager at iStarUSA Group
Industry Computer Hardware
Experience
iStarUSA Group October 2010 - Present
iStarUSA, Inc. January 2011 - March 2013
AXA Advisors February 2010 - August 2010
123 Cellular November 2009 - April 2010
Skills
Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Excel, Payroll, Microsoft Word, PowerPoint, Marketing Strategy, Human Resources, Financial Accounting, Customer Service, Organizational..., General Ledger, General Journal, Deposits, Order Processing, International Logistics, Adobe
Education
California State University-Fullerton 2015 — 2017
Liberal Arts and Sciences/Liberal Studies
Mt. San Antonio College 2009 — 2012
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies, Junior
iStarUSA Group October 2010 - Present
iStarUSA, Inc. January 2011 - March 2013
AXA Advisors February 2010 - August 2010
123 Cellular November 2009 - April 2010
Skills
Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Excel, Payroll, Microsoft Word, PowerPoint, Marketing Strategy, Human Resources, Financial Accounting, Customer Service, Organizational..., General Ledger, General Journal, Deposits, Order Processing, International Logistics, Adobe
Education
California State University-Fullerton 2015 — 2017
Liberal Arts and Sciences/Liberal Studies
Mt. San Antonio College 2009 — 2012
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies, Junior
Fernando Paiz Fernando Paiz's AXA Advisors Experience January 2003 - August 2005
Job Examination Manager at FINRA
Industry Financial Services
Experience
FINRA August 2005 - Present
AXA Advisors January 2003 - August 2005
Los Angeles County Sheriff's Department June 1990 - November 2003
Skills
Risk Management, Investments
Education
Cal State Fullerton 1992 — 1995
Bachelor of Arts, Finance
FINRA August 2005 - Present
AXA Advisors January 2003 - August 2005
Los Angeles County Sheriff's Department June 1990 - November 2003
Skills
Risk Management, Investments
Education
Cal State Fullerton 1992 — 1995
Bachelor of Arts, Finance
Aurash Banitaba Aurash Banitaba's AXA Advisors Experience January 2014 - July 2014
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2015 - Present
Instant Imprints OC January 2015 - May 2015
Accurate Fishing Products January 2015 - May 2015
GiftyOne August 2014 - December 2014
AXA Advisors January 2014 - July 2014
World Financial Group (WFG) August 2013 - December 2013
AXA Advisors June 2013 - August 2013
Intero Real Estate Services May 2010 - July 2012
Le Papillon April 2009 - December 2011
U.S. Soccer Coaching March 2009 - December 2010
Education
California State University-Fullerton 2011 — 2015
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, 3.3 GPA
Leland High School 2008 — 2011
3.8 GPA
Fisher Investments June 2015 - Present
Instant Imprints OC January 2015 - May 2015
Accurate Fishing Products January 2015 - May 2015
GiftyOne August 2014 - December 2014
AXA Advisors January 2014 - July 2014
World Financial Group (WFG) August 2013 - December 2013
AXA Advisors June 2013 - August 2013
Intero Real Estate Services May 2010 - July 2012
Le Papillon April 2009 - December 2011
U.S. Soccer Coaching March 2009 - December 2010
Education
California State University-Fullerton 2011 — 2015
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, 3.3 GPA
Leland High School 2008 — 2011
3.8 GPA
Nuri Ricks Nuri Ricks's AXA Advisors Experience June 2015 - Present
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Canisius College August 2013 - May 2015
Largo Real Estate Advisors May 2014 - August 2014
M&T Bank July 2013 - July 2014
Canisius College August 2012 - May 2013
Bakers Shoes April 2010 - October 2012
Skills
Sales, Customer Service, Finance, Economics, Microsoft Excel, Social Networking, Research, Time Management, Leadership, Management, Facebook, Marketing, Analysis, Teaching, Financial Services, Banking, Portfolio Management, Risk Management, Business Analysis, Credit, Relationship Management, Business Requirements, Mortgage Lending, Retail Banking
Education
Canisius College 2011 — 2015
Bachelor’s Degree, Economics & Finance, 3.52
AXA Advisors June 2015 - Present
Canisius College August 2013 - May 2015
Largo Real Estate Advisors May 2014 - August 2014
M&T Bank July 2013 - July 2014
Canisius College August 2012 - May 2013
Bakers Shoes April 2010 - October 2012
Skills
Sales, Customer Service, Finance, Economics, Microsoft Excel, Social Networking, Research, Time Management, Leadership, Management, Facebook, Marketing, Analysis, Teaching, Financial Services, Banking, Portfolio Management, Risk Management, Business Analysis, Credit, Relationship Management, Business Requirements, Mortgage Lending, Retail Banking
Education
Canisius College 2011 — 2015
Bachelor’s Degree, Economics & Finance, 3.52
Ellie Jiang's AXA Advisors Experience January 2014 - May 2014
Job Project Manager in Growth Initiatives at MTheory Group
Industry Financial Services
Experience
M-Theory Group June 2015 - Present
UBS January 2015 - May 2015
HuaTai Securities Co.,Ltd. May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors September 2013 - December 2013
Skills
Event Planning, Public Speaking, PowerPoint, Public Relations, Budgets, Microsoft Excel, Social Networking, Customer Service, Presentations, Time Management, Research, Social Media, Leadership, Financial Analysis, Business Strategy, New Business Development
Education
California Lutheran University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing/Finance
M-Theory Group June 2015 - Present
UBS January 2015 - May 2015
HuaTai Securities Co.,Ltd. May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors September 2013 - December 2013
Skills
Event Planning, Public Speaking, PowerPoint, Public Relations, Budgets, Microsoft Excel, Social Networking, Customer Service, Presentations, Time Management, Research, Social Media, Leadership, Financial Analysis, Business Strategy, New Business Development
Education
California Lutheran University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing/Finance
Messay Derebe Messay Derebe's AXA Advisors Experience February 2010 - August 2011
Job Master of Arts Management Candidate at Carnegie Mellon University
Industry Nonprofit Organization Management
Experience
Carnegie Mellon University August 2013 - Present
Carnegie Museums of Pittsburgh October 2014 - May 2015
Washington Performing Arts May 2014 - August 2014
Pittsburgh Symphony Orchestra 2013 - 2014
Dallas Black Dance Theater August 2011 - July 2013
Irving Symphony Orchestra January 2011 - January 2012
AXA Advisors February 2010 - August 2011
Ernst & Young September 2008 - June 2009
Skills
Financial Reporting, Analysis, Budgets, Strategic Financial..., Internal Controls, Nonprofits, Payroll, Accounting, Financial Statements, Fundraising, Research, Event planning, Volunteer Management, Tessitura, Grant Writing, Grants, Project Management
Education
Carnegie Mellon University 2013 — 2015
Master's Degree, Master of Arts Management Candidate
Southern Methodist University 2003 — 2007
Bachelor of Business Administration and Bachelor of Arts, Accounting, English
Carnegie Mellon University August 2013 - Present
Carnegie Museums of Pittsburgh October 2014 - May 2015
Washington Performing Arts May 2014 - August 2014
Pittsburgh Symphony Orchestra 2013 - 2014
Dallas Black Dance Theater August 2011 - July 2013
Irving Symphony Orchestra January 2011 - January 2012
AXA Advisors February 2010 - August 2011
Ernst & Young September 2008 - June 2009
Skills
Financial Reporting, Analysis, Budgets, Strategic Financial..., Internal Controls, Nonprofits, Payroll, Accounting, Financial Statements, Fundraising, Research, Event planning, Volunteer Management, Tessitura, Grant Writing, Grants, Project Management
Education
Carnegie Mellon University 2013 — 2015
Master's Degree, Master of Arts Management Candidate
Southern Methodist University 2003 — 2007
Bachelor of Business Administration and Bachelor of Arts, Accounting, English
Calvin Wan Calvin Wan's AXA Advisors Experience July 2013 - December 2013
Job University of California, Riverside MBA
Industry Accounting
Experience
University of California, Riverside September 2014 - Present
Rabobank, N.A. June 2015 - August 2015
Golden Key Honour Society CSUF July 2012 - May 2014
AXA Advisors July 2013 - December 2013
All Nations Realty & Investments May 2013 - July 2013
Skills
Mathematics, Budgets, Data Research, People-oriented, Financial Analysis, Microsoft Office, Time Management, Customer Service
Education
University of California, Riverside 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Fullerton 2010 — 2014
Bachelor of Arts in Business Administration, Corporate Finance
University of California, Riverside September 2014 - Present
Rabobank, N.A. June 2015 - August 2015
Golden Key Honour Society CSUF July 2012 - May 2014
AXA Advisors July 2013 - December 2013
All Nations Realty & Investments May 2013 - July 2013
Skills
Mathematics, Budgets, Data Research, People-oriented, Financial Analysis, Microsoft Office, Time Management, Customer Service
Education
University of California, Riverside 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Fullerton 2010 — 2014
Bachelor of Arts in Business Administration, Corporate Finance
Jaime J. Levy, MBA Jaime J. Levy, MBA's AXA Advisors Experience June 2009 - December 2012
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
OMNI Resource Group January 2013 - April 2015
AXA Advisors June 2009 - December 2012
GB Allstate Agency June 2009 - February 2010
Paul Winston Eurostar Group June 2008 - April 2009
Fine Woods International LLC October 2005 - April 2008
Sea Farms International LLC September 2002 - September 2005
Primestream Corporation Inc. July 2001 - September 2002
AGRA Group September 1992 - January 2001
Baker Hughes, Inc August 1982 - June 1992
Skills
Business Continuation...
Education
INCAE Business School 1977 — 1979
Master of Business Administration (MBA), Finance
California State Polytechnic University 1969 — 1973
B.S in Economics
Principal Financial Group May 2015 - Present
OMNI Resource Group January 2013 - April 2015
AXA Advisors June 2009 - December 2012
GB Allstate Agency June 2009 - February 2010
Paul Winston Eurostar Group June 2008 - April 2009
Fine Woods International LLC October 2005 - April 2008
Sea Farms International LLC September 2002 - September 2005
Primestream Corporation Inc. July 2001 - September 2002
AGRA Group September 1992 - January 2001
Baker Hughes, Inc August 1982 - June 1992
Skills
Business Continuation...
Education
INCAE Business School 1977 — 1979
Master of Business Administration (MBA), Finance
California State Polytechnic University 1969 — 1973
B.S in Economics
Austin Underwood Austin Underwood's AXA Advisors Experience January 2013 - August 2013
Job Credentialing Operations Analyst at Vendormate, a GHX company
Industry Management Consulting
Experience
Vendormate, a GHX company June 2015 - Present
Underwood Property and Services LLC February 2012 - June 2015
EmbroidMe Gahanna November 2014 - March 2015
Abercrombie & Fitch June 2014 - July 2014
AXA Advisors January 2013 - August 2013
Skills
Social Media, Team Leadership, WordPress, Marketing Strategy, Problem Solving, Social Media Marketing, SPSS, Final Cut Pro, Adobe Creative Suite
Education
Capital University 2011 — 2015
Bachelor’s Degree, Marketing
Bishop Hartley High School 2008 — 2011
Vendormate, a GHX company June 2015 - Present
Underwood Property and Services LLC February 2012 - June 2015
EmbroidMe Gahanna November 2014 - March 2015
Abercrombie & Fitch June 2014 - July 2014
AXA Advisors January 2013 - August 2013
Skills
Social Media, Team Leadership, WordPress, Marketing Strategy, Problem Solving, Social Media Marketing, SPSS, Final Cut Pro, Adobe Creative Suite
Education
Capital University 2011 — 2015
Bachelor’s Degree, Marketing
Bishop Hartley High School 2008 — 2011
Belal Azzam Belal Azzam's AXA Advisors Experience June 2013 - September 2013
Job Investment Analyst | CFA candidate
Industry Financial Services
Experience
Carrington Holding Company, LLC August 2015 - Present
Deutsche Bank June 2014 - July 2015
Farmers Insurance January 2014 - May 2014
AXA Advisors June 2013 - September 2013
Burnham Gibson Financial Group June 2013 - September 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Investments, Financial Reporting, Financial Accounting, Mutual Funds, International Finance, Managerial Finance, Commercial Banking, Entrepreneurial Finance, SAP, Hedge Funds, Real Estate Financing, Speculation, Corporate Trust, Trust Management, Trust Services, Money Market Funds
Education
California State Polytechnic University-Pomona
Bachelor's Degree, B.S. Finance & Real Estate
Carrington Holding Company, LLC August 2015 - Present
Deutsche Bank June 2014 - July 2015
Farmers Insurance January 2014 - May 2014
AXA Advisors June 2013 - September 2013
Burnham Gibson Financial Group June 2013 - September 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Investments, Financial Reporting, Financial Accounting, Mutual Funds, International Finance, Managerial Finance, Commercial Banking, Entrepreneurial Finance, SAP, Hedge Funds, Real Estate Financing, Speculation, Corporate Trust, Trust Management, Trust Services, Money Market Funds
Education
California State Polytechnic University-Pomona
Bachelor's Degree, B.S. Finance & Real Estate
Colleen Tapia's AXA Advisors Experience May 2015 - Present
Job Experienced Administrative Assistant, Bookkeeper, and Manager with a strong work ethic and drive to succeed.
Industry Accounting
Experience
AXA Advisors May 2015 - Present
Humane Society May 2014 - April 2015
Arizona Event Catering - Portable Pubs, LLC May 2011 - August 2014
Town of Telluride Parks & Recreation Department May 2008 - August 2009
Telluride Truffle September 2005 - May 2008
Telluride Parks & Recreation Information Center May 2005 - September 2005
Skills
Microsoft Office Suite, Organizational..., Quickbooks, Microsoft Word, Microsoft Excel, Customer Service, Administrative..., Office Administration, Fax, Filing, Data Entry, Office Management, 10 Key, File Management, Calendaring, Office Equipment, Spreadsheets, Confidentiality, Calendars, Phone Skills, Accounting, Digital Filing, Website Maintenance, Basic Website Creation, Document Creation, Document Review, Social Media, Time Management, QuickBooks, Invoicing, Bookkeeping, Telephone Skills, Event Planning, Employee Training, Administrative Work, Microsoft Publisher, Accounts Receivable, Accounts Payable, Hiring, Virtual Assistance, Outlook, Small Business, Bank Reconciliation, Invoice Processing, Business Correspondence, Executive..., Schedules, Administration
Education
Central Arizona College 2011 — 2017
In Progress, Associates in Business Management
Tucson College 2009 — 2010
Patient Care Technician Certificate, Patient Care
Mountain View High School 1992 — 1994
General Education Diploma, General Studies
AXA Advisors May 2015 - Present
Humane Society May 2014 - April 2015
Arizona Event Catering - Portable Pubs, LLC May 2011 - August 2014
Town of Telluride Parks & Recreation Department May 2008 - August 2009
Telluride Truffle September 2005 - May 2008
Telluride Parks & Recreation Information Center May 2005 - September 2005
Skills
Microsoft Office Suite, Organizational..., Quickbooks, Microsoft Word, Microsoft Excel, Customer Service, Administrative..., Office Administration, Fax, Filing, Data Entry, Office Management, 10 Key, File Management, Calendaring, Office Equipment, Spreadsheets, Confidentiality, Calendars, Phone Skills, Accounting, Digital Filing, Website Maintenance, Basic Website Creation, Document Creation, Document Review, Social Media, Time Management, QuickBooks, Invoicing, Bookkeeping, Telephone Skills, Event Planning, Employee Training, Administrative Work, Microsoft Publisher, Accounts Receivable, Accounts Payable, Hiring, Virtual Assistance, Outlook, Small Business, Bank Reconciliation, Invoice Processing, Business Correspondence, Executive..., Schedules, Administration
Education
Central Arizona College 2011 — 2017
In Progress, Associates in Business Management
Tucson College 2009 — 2010
Patient Care Technician Certificate, Patient Care
Mountain View High School 1992 — 1994
General Education Diploma, General Studies
Francine VerHagen, MBA's AXA Advisors Experience October 2013 - June 2015
Job Compliance Professional
Industry Financial Services
Experience
HSBC July 2015 - Present
AXA Advisors October 2013 - June 2015
L&M Financial June 2008 - October 2013
Prudential Financial December 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - October 2007
Subway June 2004 - October 2006
Skills
Microsoft Excel, Social Media, Social Networking, Microsoft Office, PowerPoint, Business Planning, Microsoft Word, Team Leadership, Critical Thinking, Customer Service, Data Analysis, Financial Analysis, Finance, Team Building, Financial Reporting, Administrative..., Uniform Combined State..., Morningstar, Research, Statistics, Insurance, Economics, Public Speaking
Education
Canisius College 2011 — 2012
Master of Business Administration (MBA), Business Administration
Hobart and William Smith Colleges 2002 — 2006
Bachelor's degree, Economics
Nichols
HSBC July 2015 - Present
AXA Advisors October 2013 - June 2015
L&M Financial June 2008 - October 2013
Prudential Financial December 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - October 2007
Subway June 2004 - October 2006
Skills
Microsoft Excel, Social Media, Social Networking, Microsoft Office, PowerPoint, Business Planning, Microsoft Word, Team Leadership, Critical Thinking, Customer Service, Data Analysis, Financial Analysis, Finance, Team Building, Financial Reporting, Administrative..., Uniform Combined State..., Morningstar, Research, Statistics, Insurance, Economics, Public Speaking
Education
Canisius College 2011 — 2012
Master of Business Administration (MBA), Business Administration
Hobart and William Smith Colleges 2002 — 2006
Bachelor's degree, Economics
Nichols
Eric Poos Eric Poos's AXA Advisors Experience 1993 - 1999
Job Financial Coach at Safe Money
Industry Financial Services
Experience
Safe Money January 2014 - Present
Federal Financial Group LLC 2005 - Present
Eric J. Poos Financial and Insurance Services January 2001 - January 2014
AXA Advisors 1993 - 1999
Skills
Financial Planning, Investment Strategies, Health Insurance, life insurance design, Life Insurance, Strategic Financial..., Insurance, Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Term Life Insurance, IRAs, Wealth, Disability Insurance, Estate Planning, Financial Services, Investments, 401k, Mortgage Lending, Financial Planners, Financial Advisory, Whole Life, Universal Life, Sales
Education
California State University, Fresno 1986 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Fresno State University 1985 — 1993
BS, Business administration with emphasis on Finance
UC Berkeley 1983 — 1983
Safe Money January 2014 - Present
Federal Financial Group LLC 2005 - Present
Eric J. Poos Financial and Insurance Services January 2001 - January 2014
AXA Advisors 1993 - 1999
Skills
Financial Planning, Investment Strategies, Health Insurance, life insurance design, Life Insurance, Strategic Financial..., Insurance, Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Term Life Insurance, IRAs, Wealth, Disability Insurance, Estate Planning, Financial Services, Investments, 401k, Mortgage Lending, Financial Planners, Financial Advisory, Whole Life, Universal Life, Sales
Education
California State University, Fresno 1986 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Fresno State University 1985 — 1993
BS, Business administration with emphasis on Finance
UC Berkeley 1983 — 1983
Blake Rose, CFP Blake Rose, CFP's AXA Advisors Experience June 2000 - July 2005
Job Owner, Pinnacle Strategies Insurance and Financial Services, LLC
Industry Financial Services
Experience
Pinnacle Strategies Insurance and Financial Services 2005 - Present
AXA Advisors June 2000 - July 2005
AXA Equitable June 1987 - June 1989
Skills
Series 7, Financial Services, Public Relations, Financial Analysis, Small Business, Estate Planning, Public Speaking, Retirement, Securities, Investments, Employee Benefits, Personal Financial..., Insurance, Retirement Planning, Personal Finance, Asset Managment, Wealth Management, Education Funding, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, 401k, Defined Benefit, IRAs, Roth IRA, IRA Rollovers
Education
California State University-Fullerton 1985 — 1987
Bachelor of Arts (B.A.), Business Administration - Personal Financial Planning
Orange Coast College 1985 — 1987
Associate of Arts (AA), Business Administration
Pinnacle Strategies Insurance and Financial Services 2005 - Present
AXA Advisors June 2000 - July 2005
AXA Equitable June 1987 - June 1989
Skills
Series 7, Financial Services, Public Relations, Financial Analysis, Small Business, Estate Planning, Public Speaking, Retirement, Securities, Investments, Employee Benefits, Personal Financial..., Insurance, Retirement Planning, Personal Finance, Asset Managment, Wealth Management, Education Funding, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, 401k, Defined Benefit, IRAs, Roth IRA, IRA Rollovers
Education
California State University-Fullerton 1985 — 1987
Bachelor of Arts (B.A.), Business Administration - Personal Financial Planning
Orange Coast College 1985 — 1987
Associate of Arts (AA), Business Administration
Linda G. Banks, MBA Linda G. Banks, MBA's AXA Advisors Experience 2011 - Present
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2011 - Present
HSBC Retail Banking and Wealth Management 1999 - 2011
National Grid 1990 - 1999
Education
Canisius College 1996 — 1999
Master of Business Administration (M.B.A.)
Canisius College 1986 — 1990
Bachelor's Degree, Accounting
HSBC Group HQ London
Executive Training Development Programme
AXA Advisors 2011 - Present
HSBC Retail Banking and Wealth Management 1999 - 2011
National Grid 1990 - 1999
Education
Canisius College 1996 — 1999
Master of Business Administration (M.B.A.)
Canisius College 1986 — 1990
Bachelor's Degree, Accounting
HSBC Group HQ London
Executive Training Development Programme
Glenn Dombrowski Glenn Dombrowski's AXA Advisors Experience January 2009 - May 2009
Job Investment Operations Analyst at Johns Hopkins University
Industry Financial Services
Experience
Johns Hopkins University August 2014 - Present
Wells Fargo August 2012 - August 2014
Wells Fargo Bank May 2011 - August 2012
M&T Bank October 2010 - May 2011
AXA Advisors January 2009 - May 2009
Boulevard Produce January 2007 - May 2008
AXA Advisors May 2006 - October 2006
Skills
Investments, Mutual Funds, Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Consumer Lending, Small Business Lending, Financial Advisory, Commercial Lending, Investment Strategies, Securities, Asset Allocation, Strategic Financial..., Life Insurance, Loans, Commercial Banking
Education
Loyola College in Maryland 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Canisius College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Johns Hopkins University August 2014 - Present
Wells Fargo August 2012 - August 2014
Wells Fargo Bank May 2011 - August 2012
M&T Bank October 2010 - May 2011
AXA Advisors January 2009 - May 2009
Boulevard Produce January 2007 - May 2008
AXA Advisors May 2006 - October 2006
Skills
Investments, Mutual Funds, Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Consumer Lending, Small Business Lending, Financial Advisory, Commercial Lending, Investment Strategies, Securities, Asset Allocation, Strategic Financial..., Life Insurance, Loans, Commercial Banking
Education
Loyola College in Maryland 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Canisius College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Grahm Porozni's AXA Advisors Experience October 2005 - Present
Job Experienced Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors October 2005 - Present
Babson Capital Management March 2004 - September 2005
Columbia Distributing June 2002 - September 2002
Skills
Strategic Financial..., Investment Strategies, Investment Management, College Education..., Investment Planning, Life Insurance Services, Small Business..., Retirement Planning, Employee Benefit..., Financial Planning, Long-Term Care Solutions
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Applied Science (BASc), Business Finance and Management Information Services (MIS)
Wilson H.S. 1995 — 1999
AXA Advisors October 2005 - Present
Babson Capital Management March 2004 - September 2005
Columbia Distributing June 2002 - September 2002
Skills
Strategic Financial..., Investment Strategies, Investment Management, College Education..., Investment Planning, Life Insurance Services, Small Business..., Retirement Planning, Employee Benefit..., Financial Planning, Long-Term Care Solutions
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Applied Science (BASc), Business Finance and Management Information Services (MIS)
Wilson H.S. 1995 — 1999
Pete Dalpiaz Pete Dalpiaz's AXA Advisors Experience May 2006 - August 2006
Job Case Western Reserve University School of Law Graduate
Industry Law Practice
Experience
Green Tree Servicing May 2013 - Present
Green Tree Servicing November 2011 - Present
Leonard F. Carr, L July 2008 - May 2011
Leonard F. Carr, LPA July 2008 - April 2011
AXA Advisors May 2006 - August 2006
AXA Financial May 2005 - August 2005
AXA Advisors, LLC May 2005 - August 2005
Skills
Legal Research, Legal Writing, Legal Advice, Legal Documents, Legal Compliance, Legal Translation, Civil Litigation, Corporate Law, Courts, Document Review, Legal Issues, Trials, Litigation
Education
Case Western Reserve University School of Law 2008 — 2011
Juris Doctorate, Law
University of Findlay 2004 — 2008
Bachelor of Arts, Pre-Law & Finance
Green Tree Servicing May 2013 - Present
Green Tree Servicing November 2011 - Present
Leonard F. Carr, L July 2008 - May 2011
Leonard F. Carr, LPA July 2008 - April 2011
AXA Advisors May 2006 - August 2006
AXA Financial May 2005 - August 2005
AXA Advisors, LLC May 2005 - August 2005
Skills
Legal Research, Legal Writing, Legal Advice, Legal Documents, Legal Compliance, Legal Translation, Civil Litigation, Corporate Law, Courts, Document Review, Legal Issues, Trials, Litigation
Education
Case Western Reserve University School of Law 2008 — 2011
Juris Doctorate, Law
University of Findlay 2004 — 2008
Bachelor of Arts, Pre-Law & Finance
Karen Clemons Karen Clemons's AXA Advisors Experience October 2000 - October 2011
Job Administrative Assistant Life And Annuities at Genworth
Industry Executive Office
Experience
Genworth August 2013 - November 2014
comparenow.com July 2013 - August 2013
Volunteer at Richmond Library, Career Prospectors and JAM December 2011 - August 2013
Genworth March 2012 - March 2013
AXA Advisors October 2000 - October 2011
VSC Corporation September 1997 - July 2000
Signet Bank 1987 - 1997
LeRoy Central High School 1980 - 1987
Skills
Administrative Support, Analysis, Spreadsheets, Budgeting, Accounts Payable, Accounts Receivable, Account Reconciliation, Expense Management, Answering Phones, Insurance, Construction, Banking, Adult Education, Training & Development, Issues Resolution, Process Improvement, MS Office Suite, Outlook, PowerPoint, Excel, Word, Quicken, Proprietary Software, Project Coordination, Calendars, Scheduling, Event Planning, Business Communications, Proposal Writing, Problem Solving, Data Collection, Research, Presentation Development, Results Oriented, Organizational..., Organizational..., Project Planning, Implementing Processes, Compliance, System Maintenance, Bookkeeping, Customer Satisfaction, Microsoft Office, Data Analysis, Coordination, Vendor Relations, Teamwork, Mentoring, Customer Relations, Hiring
Education
State University of New York at Albany
MS/BS
Cazenovia College
A.S.
Genworth August 2013 - November 2014
comparenow.com July 2013 - August 2013
Volunteer at Richmond Library, Career Prospectors and JAM December 2011 - August 2013
Genworth March 2012 - March 2013
AXA Advisors October 2000 - October 2011
VSC Corporation September 1997 - July 2000
Signet Bank 1987 - 1997
LeRoy Central High School 1980 - 1987
Skills
Administrative Support, Analysis, Spreadsheets, Budgeting, Accounts Payable, Accounts Receivable, Account Reconciliation, Expense Management, Answering Phones, Insurance, Construction, Banking, Adult Education, Training & Development, Issues Resolution, Process Improvement, MS Office Suite, Outlook, PowerPoint, Excel, Word, Quicken, Proprietary Software, Project Coordination, Calendars, Scheduling, Event Planning, Business Communications, Proposal Writing, Problem Solving, Data Collection, Research, Presentation Development, Results Oriented, Organizational..., Organizational..., Project Planning, Implementing Processes, Compliance, System Maintenance, Bookkeeping, Customer Satisfaction, Microsoft Office, Data Analysis, Coordination, Vendor Relations, Teamwork, Mentoring, Customer Relations, Hiring
Education
State University of New York at Albany
MS/BS
Cazenovia College
A.S.
Helen Hogan's AXA Advisors Experience October 2004 - October 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Professional Economic Growth Group November 2007 - Present
AXA Advisors October 2004 - October 2007
Athena Business Consulting, Inc. November 1996 - October 2004
AT&T 1996 - 2001
AT&T Solutions 1996 - 2000
Education
California State University-Dominguez Hills
BA
Professional Economic Growth Group November 2007 - Present
AXA Advisors October 2004 - October 2007
Athena Business Consulting, Inc. November 1996 - October 2004
AT&T 1996 - 2001
AT&T Solutions 1996 - 2000
Education
California State University-Dominguez Hills
BA
Nicholas Axelrod's AXA Advisors Experience May 1999 - June 2002
Job Supervisor, Internal Audit
Industry Retail
Experience
Expo Design Center 2006 - July 2009
The Great Indoors 2002 - 2006
AXA Advisors May 1999 - June 2002
Main Street Trading Co. April 1997 - May 1999
Robinsons-May December 1990 - April 1997
Skills
Process Improvement, Financial Statement..., P&L Analysis, Inventory Management, Forecasting, Budgets, Retail, Payroll, Inventory Control, Analysis, Strategic Planning, Accounting, Customer Service, Merchandising, Income Statement, Financial Analysis, Strategic Financial..., Training, Employee Relations, Team Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2008
MBA
University of Illinois at Chicago 1987 — 1991
B.S.
Expo Design Center 2006 - July 2009
The Great Indoors 2002 - 2006
AXA Advisors May 1999 - June 2002
Main Street Trading Co. April 1997 - May 1999
Robinsons-May December 1990 - April 1997
Skills
Process Improvement, Financial Statement..., P&L Analysis, Inventory Management, Forecasting, Budgets, Retail, Payroll, Inventory Control, Analysis, Strategic Planning, Accounting, Customer Service, Merchandising, Income Statement, Financial Analysis, Strategic Financial..., Training, Employee Relations, Team Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2008
MBA
University of Illinois at Chicago 1987 — 1991
B.S.
Christopher Baldoni's AXA Advisors Experience March 2008 - February 2010
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Victor Cervantes's AXA Advisors Experience January 2007 - February 2009
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securites March 2009 - Present
AXA-Advisors January 2007 - February 2009
NW Financial Exchange October 2002 - December 2006
F5 Networks June 1999 - July 2002
Wall Data June 1996 - June 1999
Space Labs Medical 1994 - 1996
Education
California State University-Chico 1984 — 1988
BS, Electrical Engineering
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securites March 2009 - Present
AXA-Advisors January 2007 - February 2009
NW Financial Exchange October 2002 - December 2006
F5 Networks June 1999 - July 2002
Wall Data June 1996 - June 1999
Space Labs Medical 1994 - 1996
Education
California State University-Chico 1984 — 1988
BS, Electrical Engineering
Jon FioRito's AXA Advisors Experience January 2010 - Present
Job Financial Consultant, Retirement Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2010 - Present
JP Morgan Chase Bank May 2009 - January 2011
Education
Carthage College 1999 — 2003
Bachelor of Arts, Political Science
Libertyville Highschool
AXA Advisors January 2010 - Present
JP Morgan Chase Bank May 2009 - January 2011
Education
Carthage College 1999 — 2003
Bachelor of Arts, Political Science
Libertyville Highschool
Kurt Maher's AXA Advisors Experience 1994 - 2003
Job VP, Dir Retirement Planning at Financial Partners Group
Industry Investment Management
Experience
Financial Partners Group October 2003 - Present
AXA Advisors 1994 - 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Wealth Management, Insurance, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Estate Planning
Education
Central College 1988 — 1992
BS, Business Administration and Management, General
Financial Partners Group October 2003 - Present
AXA Advisors 1994 - 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Wealth Management, Insurance, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Estate Planning
Education
Central College 1988 — 1992
BS, Business Administration and Management, General
Cory Hahn's AXA Advisors Experience April 2000 - April 2003
Job Defined Contribution Plans Manager at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems October 2002 - Present
AXA Advisors April 2000 - April 2003
Circuit City August 1992 - April 2000
Century 21- Sierra Gold Real Estate April 1985 - August 1992
Skills
Investments, Asset Managment, Roth IRA, Financial Advisory, Financial Analysis, Series 7, Defined Contribution, Strategic Financial..., Estate Planning, Risk Management, Accounting, Financial Reporting, Due Diligence, Analysis, Microsoft Excel, Credit, Asset Management, Mutual Funds, Portfolio Management, Financial Planning, Management, Real Estate, Securities, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, MBA
California State University Stanislaus 1982 — 1989
BS, Finance
Utah Retirement Systems October 2002 - Present
AXA Advisors April 2000 - April 2003
Circuit City August 1992 - April 2000
Century 21- Sierra Gold Real Estate April 1985 - August 1992
Skills
Investments, Asset Managment, Roth IRA, Financial Advisory, Financial Analysis, Series 7, Defined Contribution, Strategic Financial..., Estate Planning, Risk Management, Accounting, Financial Reporting, Due Diligence, Analysis, Microsoft Excel, Credit, Asset Management, Mutual Funds, Portfolio Management, Financial Planning, Management, Real Estate, Securities, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, MBA
California State University Stanislaus 1982 — 1989
BS, Finance
Art Mocabee's AXA Advisors Experience June 1976 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 1976 - Present
Skills
Retirement Planning, Financial Services, Succession Planning, Investment Services, Long Term Care Planning, Wealth Accumulation..., Employee Benefits...
Education
Central Connecticut State University 1969 — 1973
AXA Advisors June 1976 - Present
Skills
Retirement Planning, Financial Services, Succession Planning, Investment Services, Long Term Care Planning, Wealth Accumulation..., Employee Benefits...
Education
Central Connecticut State University 1969 — 1973
Jason Ackerman's AXA Advisors Experience July 2004 - April 2006
Job Imagine This Design Group Principal
Industry Design
Experience
DKM Ad Art - Specialty Printing & Signs January 2015 - Present
Imagine This Design Group August 2008 - Present
Glen Park Joint Board 2011 - 2012
M&T Investment Group May 2006 - January 2008
AXA Advisors July 2004 - April 2006
Desgn for Industry May 2000 - December 2001
Advantage Woodshop November 1994 - January 2000
Education
Canisius College
BS, Business Management & Finance
Erie Community College
AAS, Civil Engneering
DKM Ad Art - Specialty Printing & Signs January 2015 - Present
Imagine This Design Group August 2008 - Present
Glen Park Joint Board 2011 - 2012
M&T Investment Group May 2006 - January 2008
AXA Advisors July 2004 - April 2006
Desgn for Industry May 2000 - December 2001
Advantage Woodshop November 1994 - January 2000
Education
Canisius College
BS, Business Management & Finance
Erie Community College
AAS, Civil Engneering
Frederick Zechman's AXA Advisors Experience June 1985 - Present
Job Experienced Financial Professional dealing with Business Planning, Estate Planning and Personal Planning Specialist
Industry Financial Services
Experience
Washington Park Financial Group 1990 - Present
AXA Advisors June 1985 - Present
AXA Advisors 1990 - 2011
The Ohio State University August 1967 - March 1985
Skills
Retirement, Estate Planning, Wealth Management
Education
Capital University
BS of Education
Washington Park Financial Group 1990 - Present
AXA Advisors June 1985 - Present
AXA Advisors 1990 - 2011
The Ohio State University August 1967 - March 1985
Skills
Retirement, Estate Planning, Wealth Management
Education
Capital University
BS of Education
David Hoekstra's AXA Advisors Experience 1998 - Present
Job Financial Professional at AXA
Industry Financial Services
Experience
AXA Advisors 1998 - Present
Tickets Plus, Inc. September 1996 - October 1998
Star Tickets Plus, Inc. 1996 - 1998
Skills
Retirement Planning
Education
Calvin College 1992 — 1996
BA, Psychology w/ Social Work minor
AXA Advisors 1998 - Present
Tickets Plus, Inc. September 1996 - October 1998
Star Tickets Plus, Inc. 1996 - 1998
Skills
Retirement Planning
Education
Calvin College 1992 — 1996
BA, Psychology w/ Social Work minor
Kevin Roche's AXA Advisors Experience September 2008 - March 2009
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Ryan Falgiano's AXA Advisors Experience April 2010 - February 2011
Job Unemployed
Industry Market Research
Experience
Myself October 2011 - Present
AXA Advisors April 2010 - February 2011
Ingram Micro October 2005 - February 2008
Skills
Customer Service, Microsoft Office
Education
Canisius College 1997 — 2001
BA, History
Myself October 2011 - Present
AXA Advisors April 2010 - February 2011
Ingram Micro October 2005 - February 2008
Skills
Customer Service, Microsoft Office
Education
Canisius College 1997 — 2001
BA, History
Thomas Acker's AXA Advisors Experience 2004 - 2008
Job Lead Chemical Engineer at Evergreen Solar
Industry Utilities
Experience
Evergreen Solar August 2009 - Present
CDI Engineering Solutions 2008 - October 2011
AXA Advisors 2004 - 2008
Acker's Equity 1993 - 2004
Dow Chemical June 1991 - May 1993
The Dow Chemical Company June 1989 - June 1991
The Dow Chemical Company 1988 - 1991
The Dow Chemical Company 1986 - 1988
The Dow Chemical Company 1984 - 1986
The Dow Chemical Company 1979 - 1984
Skills
MS Excel Expert, MS Project, MS Powerpoint, MS Word, Reaction Engineering, Scale up, Team Building, Research, Customer Relations, Solar, Licensing, Renewable Energy, Savings, Waste, Energy, Cost, Process Engineering, Manufacturing, Start-ups, Troubleshooting, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certification, Retirement
Northwood University 1996 — 1997
MBA
Case Western Reserve University 1969 — 1973
BS, Chemical Engineering
Evergreen Solar August 2009 - Present
CDI Engineering Solutions 2008 - October 2011
AXA Advisors 2004 - 2008
Acker's Equity 1993 - 2004
Dow Chemical June 1991 - May 1993
The Dow Chemical Company June 1989 - June 1991
The Dow Chemical Company 1988 - 1991
The Dow Chemical Company 1986 - 1988
The Dow Chemical Company 1984 - 1986
The Dow Chemical Company 1979 - 1984
Skills
MS Excel Expert, MS Project, MS Powerpoint, MS Word, Reaction Engineering, Scale up, Team Building, Research, Customer Relations, Solar, Licensing, Renewable Energy, Savings, Waste, Energy, Cost, Process Engineering, Manufacturing, Start-ups, Troubleshooting, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certification, Retirement
Northwood University 1996 — 1997
MBA
Case Western Reserve University 1969 — 1973
BS, Chemical Engineering
Laurence Mercado's AXA Advisors Experience September 2007 - August 2008
Job Wound Care Area Manager
Industry Medical Devices
Experience
DeRoyal November 2012 - Present
Paychex November 2008 - November 2012
AXA Advisors September 2007 - August 2008
Skills
B2B, Solution Selling, Cold Calling, Employee Benefits, Employee Relations, 401k, Retirement, Sales Operations, Sales Process, Management, Selling, Sales, Sales Presentations
Education
California State University-Northridge 2001 — 2006
Bachelor's, Business Administration, Option: Finance, 3.25
DeRoyal November 2012 - Present
Paychex November 2008 - November 2012
AXA Advisors September 2007 - August 2008
Skills
B2B, Solution Selling, Cold Calling, Employee Benefits, Employee Relations, 401k, Retirement, Sales Operations, Sales Process, Management, Selling, Sales, Sales Presentations
Education
California State University-Northridge 2001 — 2006
Bachelor's, Business Administration, Option: Finance, 3.25
Daniel Samuelson's AXA Advisors Experience July 2007 - Present
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2007 - Present
Farmers Insurance October 2005 - July 2007
Education
California State University-Long Beach 2000 — 2004
BA, Communication Studies
AXA Advisors July 2007 - Present
Farmers Insurance October 2005 - July 2007
Education
California State University-Long Beach 2000 — 2004
BA, Communication Studies
Mark Lafferty's AXA Advisors Experience 2001 - 2003
Job Experienced Leader Seeking New Opportunity
Industry Information Technology and Services
Experience
Pearson January 2012 - February 2014
Verizon Business February 2006 - December 2011
Iowa Communications Network September 2005 - February 2006
VisionWorks Iowa 2003 - 2005
AXA Advisors 2001 - 2003
McLeod USA 1994 - 2001
Butler Manufacturing June 1981 - March 1994
Skills
Telecommunications, Solution Selling, Team Leadership, Cloud Computing, Project Management, Data Center, Process Improvement, New Business Development, Program Management, Strategic Planning, Cross-functional Team..., Team Building, Strategic Partnerships, Business Analysis, Business Development, CRM, Contract Negotiation, Enterprise Software, Integration, Management, Networking, PMO, SaaS, Sales Process, Salesforce.com, Selling
Education
Central College
BA, Business Management
Western Illinois University
MBA, Business Administration
Pearson January 2012 - February 2014
Verizon Business February 2006 - December 2011
Iowa Communications Network September 2005 - February 2006
VisionWorks Iowa 2003 - 2005
AXA Advisors 2001 - 2003
McLeod USA 1994 - 2001
Butler Manufacturing June 1981 - March 1994
Skills
Telecommunications, Solution Selling, Team Leadership, Cloud Computing, Project Management, Data Center, Process Improvement, New Business Development, Program Management, Strategic Planning, Cross-functional Team..., Team Building, Strategic Partnerships, Business Analysis, Business Development, CRM, Contract Negotiation, Enterprise Software, Integration, Management, Networking, PMO, SaaS, Sales Process, Salesforce.com, Selling
Education
Central College
BA, Business Management
Western Illinois University
MBA, Business Administration
Lee Frey's AXA Advisors Experience January 2015 - Present
Job Finacial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
Midwest Benefits Group September 2009 - Present
Wells Fargo November 2007 - August 2009
NWGS December 2006 - November 2007
Manager AIG January 2005 - December 2006
Colonial Supplemental Insurance March 1997 - January 2005
Kraft Food Service February 1991 - July 1993
Hallmark Management June 1986 - February 1991
Bill Batt Radio January 1989 - September 1990
Skills
Employee Benefits, Insurance, Brokers, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Training, Management, Health Savings Accounts, General Insurance, New Business Development, Public Speaking, Leadership Development, Property, Benefits Administration, Accident, Recruiting, Critical Illness, Whole Life, Team Building, Casualty, Coaching, Selling, Negotiation, Cold Calling, Voluntary Employee..., Universal Life, Salesforce.com, B2B, Customer Service, Start-ups, Homeowners, Claims Management, Professional Liability, Legal Liability, Liability, Long Term Care Insurance, Marketing Strategy, Licensed Life, Group Insurance, Claim, Self-funded, Accident Insurance, Umbrella Insurance, COBRA, Group Medical, Claims Handling, Claims Resolution
Education
Capital University 1984 — 1988
BA, Speech Communications Radio TV Production
AXA Advisors January 2015 - Present
Midwest Benefits Group September 2009 - Present
Wells Fargo November 2007 - August 2009
NWGS December 2006 - November 2007
Manager AIG January 2005 - December 2006
Colonial Supplemental Insurance March 1997 - January 2005
Kraft Food Service February 1991 - July 1993
Hallmark Management June 1986 - February 1991
Bill Batt Radio January 1989 - September 1990
Skills
Employee Benefits, Insurance, Brokers, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Training, Management, Health Savings Accounts, General Insurance, New Business Development, Public Speaking, Leadership Development, Property, Benefits Administration, Accident, Recruiting, Critical Illness, Whole Life, Team Building, Casualty, Coaching, Selling, Negotiation, Cold Calling, Voluntary Employee..., Universal Life, Salesforce.com, B2B, Customer Service, Start-ups, Homeowners, Claims Management, Professional Liability, Legal Liability, Liability, Long Term Care Insurance, Marketing Strategy, Licensed Life, Group Insurance, Claim, Self-funded, Accident Insurance, Umbrella Insurance, COBRA, Group Medical, Claims Handling, Claims Resolution
Education
Capital University 1984 — 1988
BA, Speech Communications Radio TV Production
Wendy Mitchell CFP®'s AXA Advisors Experience 1998 - 2004
Job CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
Patrick Parsa Vahid's AXA Advisors Experience December 2012 - Present
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2012 - Present
Merrill Lynch March 2012 - January 2013
City of Costa Mesa January 2008 - August 2009
VA CONSULTING, INC August 2005 - January 2008
Skills
Trading, Asset Management, Asset Managment, Risk Management, Microsoft Excel, Portfolio Management, Financial Modeling, Technical Analysis, Hedging, Financial Markets, Strategic Financial..., Business Development, Commodity Markets, Investment Strategies, investment planning, Options Strategies
Education
Cal Poly Pomona
Civil Engineering, Engineering
AXA Advisors December 2012 - Present
Merrill Lynch March 2012 - January 2013
City of Costa Mesa January 2008 - August 2009
VA CONSULTING, INC August 2005 - January 2008
Skills
Trading, Asset Management, Asset Managment, Risk Management, Microsoft Excel, Portfolio Management, Financial Modeling, Technical Analysis, Hedging, Financial Markets, Strategic Financial..., Business Development, Commodity Markets, Investment Strategies, investment planning, Options Strategies
Education
Cal Poly Pomona
Civil Engineering, Engineering
Eugene Robertson's AXA Advisors Experience March 2010 - January 2012
Job President at ER ADVISORS
Industry Financial Services
Experience
ER ADVISORS June 2014 - Present
Concepts In Staffing March 2014 - June 2014
Twenty Recruitment Group October 2013 - February 2014
Solomon Page Group January 2012 - September 2013
AXA Advisors March 2010 - January 2012
Skills
Series 7, Series 63, Portfolio Management, Equities, Insurance, Recruiting, Internet, Executive Search, Start-ups, Human Resources, Leadership, Financial Services, Finance, Management, Financial Risk, Risk Management, Fixed Income, Consulting, Investments
Education
Canisius College 2005 — 2009
BS, Business Management
ER ADVISORS June 2014 - Present
Concepts In Staffing March 2014 - June 2014
Twenty Recruitment Group October 2013 - February 2014
Solomon Page Group January 2012 - September 2013
AXA Advisors March 2010 - January 2012
Skills
Series 7, Series 63, Portfolio Management, Equities, Insurance, Recruiting, Internet, Executive Search, Start-ups, Human Resources, Leadership, Financial Services, Finance, Management, Financial Risk, Risk Management, Fixed Income, Consulting, Investments
Education
Canisius College 2005 — 2009
BS, Business Management
Elaine Meyer's AXA Advisors Experience 1997 - 2008
Job Domestic Engineer specializing in child growth and development
Industry Individual & Family Services
Experience
Very happily retired Grammy 2014 - Present
Financial Planning office located in Cedarburg, Wisconsin June 2008 - December 2014
AXA ADVISORS LLC June 2000 - June 2008
AXA Advisors 1997 - 2008
the Agency December 1998 - June 2000
Equitable Life / AXA Advisors December 1997 - December 1998
Molded Dimensions February 1994 - September 1997
MOLDED DIMENSIONS INC January 1994 - January 1997
COOK COMPOSITES & POLYMERS CO January 1984 - January 1994
Skills
Access, Accounting, Analysis, Customer Service, Auditing, Leadership, Management, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Strategic Financial..., Securities
Education
Cardinal Stritch University 1987 — 1990
BSBA, Business Administration
Cardinal Stritch College
BACHELOR OF SCIENCE DEGREE, BUSINESS ADMINISTRATION
Very happily retired Grammy 2014 - Present
Financial Planning office located in Cedarburg, Wisconsin June 2008 - December 2014
AXA ADVISORS LLC June 2000 - June 2008
AXA Advisors 1997 - 2008
the Agency December 1998 - June 2000
Equitable Life / AXA Advisors December 1997 - December 1998
Molded Dimensions February 1994 - September 1997
MOLDED DIMENSIONS INC January 1994 - January 1997
COOK COMPOSITES & POLYMERS CO January 1984 - January 1994
Skills
Access, Accounting, Analysis, Customer Service, Auditing, Leadership, Management, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Strategic Financial..., Securities
Education
Cardinal Stritch University 1987 — 1990
BSBA, Business Administration
Cardinal Stritch College
BACHELOR OF SCIENCE DEGREE, BUSINESS ADMINISTRATION
Joel VanderBand's AXA Advisors Experience 2008 - 2010
Job CoFounder at Red Apron
Industry Food & Beverages
Experience
Red Apron January 2013 - Present
Merrill Lynch 2011 - 2012
ESI Financial 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Financial Advisory, Leadership, Mutual Funds, Retirement, Series 7, Financial Accounting, Accounting, Financial Analysis, Insurance, Auditing, Marketing, Investments, Investment Advisory, Finance
Education
Calvin College 2004 — 2008
Bachelor's degree, Business- Finance
Western Michigan Christian
Red Apron January 2013 - Present
Merrill Lynch 2011 - 2012
ESI Financial 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Financial Advisory, Leadership, Mutual Funds, Retirement, Series 7, Financial Accounting, Accounting, Financial Analysis, Insurance, Auditing, Marketing, Investments, Investment Advisory, Finance
Education
Calvin College 2004 — 2008
Bachelor's degree, Business- Finance
Western Michigan Christian
Dana Covarrubias's AXA Advisors Experience September 1998 - December 2000
Job Executive Assistant at The Bradford Group
Industry Consumer Goods
Experience
The Bradford Group & Hammacher Schlemmer January 2008 - Present
The Bradford Group December 2000 - January 2008
AXA Advisors September 1998 - December 2000
Skills
Event Planning, Microsoft Excel, Onboarding, Microsoft Office, College Recruiting, Employee Relations, Microsoft Word, Recruiting, Human Resources, Access, PowerPoint, Customer Service
Education
Cardinal Stritch University 1991 — 1995
Bachelors, Theater
The Bradford Group & Hammacher Schlemmer January 2008 - Present
The Bradford Group December 2000 - January 2008
AXA Advisors September 1998 - December 2000
Skills
Event Planning, Microsoft Excel, Onboarding, Microsoft Office, College Recruiting, Employee Relations, Microsoft Word, Recruiting, Human Resources, Access, PowerPoint, Customer Service
Education
Cardinal Stritch University 1991 — 1995
Bachelors, Theater
Rachael Loewenstein's AXA Advisors Experience March 2005 - Present
Job Branch Licensing Coordinator at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2005 - Present
Education
California State University-Northridge 2001 — 2003
AXA Advisors March 2005 - Present
Education
California State University-Northridge 2001 — 2003
Brett Wilson's AXA Advisors Experience March 2010 - July 2011
Job Chief Thought Officer at My Think Tank
Industry Information Technology and Services
Experience
Think Tank May 2015 - Present
CyberCoders February 2013 - May 2015
Robert Half Finance & Accounting October 2012 - February 2013
Prospect Mortgage, LLC March 2012 - October 2012
AXA Advisors March 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Industry Analysis, Financial Planning, Sales Operations, Strategic Financial..., Mortgage Banking, Competitive Analysis, Finance, Strategic Planning, Recruiting, Loans, Credit, Leadership, Sales, Accounting, Process Improvement, Entrepreneurship, Analysis, Financial Services, Selling, Team Building, Business Analysis, Account Management, Business Development, Microsoft Excel, Cold Calling, Insurance, Networking, Forecasting, Investments, Management, Mortgage Lending, Time Management, Building Relationships, Retail, Hiring, Interviews
Education
California State University-Fullerton 2008 — 2010
Bachelor's degree, Business Administration
Think Tank May 2015 - Present
CyberCoders February 2013 - May 2015
Robert Half Finance & Accounting October 2012 - February 2013
Prospect Mortgage, LLC March 2012 - October 2012
AXA Advisors March 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Industry Analysis, Financial Planning, Sales Operations, Strategic Financial..., Mortgage Banking, Competitive Analysis, Finance, Strategic Planning, Recruiting, Loans, Credit, Leadership, Sales, Accounting, Process Improvement, Entrepreneurship, Analysis, Financial Services, Selling, Team Building, Business Analysis, Account Management, Business Development, Microsoft Excel, Cold Calling, Insurance, Networking, Forecasting, Investments, Management, Mortgage Lending, Time Management, Building Relationships, Retail, Hiring, Interviews
Education
California State University-Fullerton 2008 — 2010
Bachelor's degree, Business Administration
Randy Vitangcol's AXA Advisors Experience January 2010 - July 2011
Job NOC Support Engineer at EdgeCast Networks
Industry Financial Services
Experience
EdgeCast Networks Powered by Verizon Digital Media Services June 2013 - Present
Rhythm & Hues July 2011 - April 2013
AXA Advisors January 2010 - July 2011
Fiba Retail - Marks & Spencer / GAP / Banana Republic September 2008 - July 2011
Teacher Curriculum Center August 2005 - May 2011
Skills
Linux Kernel, Windows, Mac, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Public Speaking, English, Team Leadership, Social Networking, Troubleshooting, Sales, Financial Analysis
Education
California State University-Northridge 2005 — 2011
Bachelor of Science in Business Administration, Financial Services
EdgeCast Networks Powered by Verizon Digital Media Services June 2013 - Present
Rhythm & Hues July 2011 - April 2013
AXA Advisors January 2010 - July 2011
Fiba Retail - Marks & Spencer / GAP / Banana Republic September 2008 - July 2011
Teacher Curriculum Center August 2005 - May 2011
Skills
Linux Kernel, Windows, Mac, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Public Speaking, English, Team Leadership, Social Networking, Troubleshooting, Sales, Financial Analysis
Education
California State University-Northridge 2005 — 2011
Bachelor of Science in Business Administration, Financial Services
Emma Kerss's AXA Advisors Experience September 2014 - May 2015
Job Employee Benefits Specialist, Wealth Management
Industry Financial Services
Experience
Westlake, Grahl and Glover Private Wealth Management June 2015 - Present
AXA Advisors September 2014 - May 2015
China University of Mining and Technology September 2013 - July 2014
China February 2013 - August 2013
Foley Towers April 2012 - October 2012
Northwestern Mutual September 2010 - December 2010
Skills
Spanish, Management, Marketing, Teaching English as a..., Public Speaking, ESL, Teaching, Economics, TEFL, Tutoring, International Relations, Travel Planning, Independent Travel, International Business, Mandarin, Financial Analysis, PADI Advanced Open...
Education
California State University-Long Beach 2005 — 2010
BS, International Business
Universidad Complutense de Madrid 2008 — 2009
minor, Spanish Language and Literature, European Political Science
Westlake, Grahl and Glover Private Wealth Management June 2015 - Present
AXA Advisors September 2014 - May 2015
China University of Mining and Technology September 2013 - July 2014
China February 2013 - August 2013
Foley Towers April 2012 - October 2012
Northwestern Mutual September 2010 - December 2010
Skills
Spanish, Management, Marketing, Teaching English as a..., Public Speaking, ESL, Teaching, Economics, TEFL, Tutoring, International Relations, Travel Planning, Independent Travel, International Business, Mandarin, Financial Analysis, PADI Advanced Open...
Education
California State University-Long Beach 2005 — 2010
BS, International Business
Universidad Complutense de Madrid 2008 — 2009
minor, Spanish Language and Literature, European Political Science
Yelena Protsenko's AXA Advisors Experience June 2006 - December 2008
Job Administrative Assistant at Matles & Associates
Industry Insurance
Experience
Matles & Associates July 2012 - Present
AXA Advisors June 2006 - December 2008
AXA Advisors September 1999 - May 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, QuickBooks, Access
Education
Career College of California 2012 — 2012
Certification, Business Office Administration
#245
High School Diploma
Matles & Associates July 2012 - Present
AXA Advisors June 2006 - December 2008
AXA Advisors September 1999 - May 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, QuickBooks, Access
Education
Career College of California 2012 — 2012
Certification, Business Office Administration
#245
High School Diploma
Diego Chumaceiro's AXA Advisors Experience October 2012 - Present
Job Director of Hispanic Markets at Net Worth Management, Inc.
Industry Banking
Experience
Net Worth Management, Inc. May 2015 - Present
AXA Advisors October 2012 - Present
Delitely November 2011 - October 2012
Bank of America May 2003 - March 2012
Bank of America May 2003 - December 2005
Plan Bolivar 2000 January 1999 - November 2002
KOE January 1998 - January 1999
Skills
Credit, Consumer Lending, Loans, Retail Banking, Banking, Spanish, Commercial Banking
Education
Centenary College 2007 — 2009
Bachelor in Arts, Business Administration; Accounting, Economics, Operations Management
Universidad Rafael Belloso Chacín 1999 — 2002
Associate in Arts, Human Resources Management; Industrial Psychology; Organizational Behavior
Net Worth Management, Inc. May 2015 - Present
AXA Advisors October 2012 - Present
Delitely November 2011 - October 2012
Bank of America May 2003 - March 2012
Bank of America May 2003 - December 2005
Plan Bolivar 2000 January 1999 - November 2002
KOE January 1998 - January 1999
Skills
Credit, Consumer Lending, Loans, Retail Banking, Banking, Spanish, Commercial Banking
Education
Centenary College 2007 — 2009
Bachelor in Arts, Business Administration; Accounting, Economics, Operations Management
Universidad Rafael Belloso Chacín 1999 — 2002
Associate in Arts, Human Resources Management; Industrial Psychology; Organizational Behavior
Evan Press's AXA Advisors Experience September 2003 - December 2014
Job Executive Vice President at The Pacific Group
Industry Financial Services
Experience
The Pacific Group December 2014 - Present
AXA Advisors September 2003 - December 2014
Education
California State University-Northridge 1997 — 2002
BS, Management
The Pacific Group December 2014 - Present
AXA Advisors September 2003 - December 2014
Education
California State University-Northridge 1997 — 2002
BS, Management
Kevin Fitzgerald CLU,ChFC's AXA Advisors Experience September 1987 - April 2000
Job President / CEO at Trinity Financial Services Inc
Industry Financial Services
Experience
Trinity Financial Services Inc September 1987 - Present
AXA Advisors September 1987 - April 2000
Skills
Strategic Planning, Strategic Financial..., Life Insurance, Microsoft Office, Retirement Planning, Asset Management
Education
California State University-Chico 1983 — 1985
Bachelor of Business Administration (BBA), Finance, Accounting & Economics
Trinity Financial Services Inc September 1987 - Present
AXA Advisors September 1987 - April 2000
Skills
Strategic Planning, Strategic Financial..., Life Insurance, Microsoft Office, Retirement Planning, Asset Management
Education
California State University-Chico 1983 — 1985
Bachelor of Business Administration (BBA), Finance, Accounting & Economics
Paul David Delmastro's AXA Advisors Experience April 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors April 2013 - Present
Paul Delmastro August 2012 - March 2013
Pacific Dental Services May 2000 - July 2012
Education
California State University-Fullerton 1998 — 2000
BA, Psychology
AXA Advisors April 2013 - Present
Paul Delmastro August 2012 - March 2013
Pacific Dental Services May 2000 - July 2012
Education
California State University-Fullerton 1998 — 2000
BA, Psychology
New England Fin Sadeli's AXA Advisors Experience November 2008 - March 2010
Job Financial Professional at New England Financial
Industry Financial Services
Experience
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
Nancy Bradli's AXA Advisors Experience January 2007 - March 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Home April 2010 - Present
AXA Advisors January 2007 - March 2008
American International Group January 1986 - May 1998
Skills
Technical Analysis, Options, Trading
Education
Central College 1980 — 1984
B.A., International Business/French
Home April 2010 - Present
AXA Advisors January 2007 - March 2008
American International Group January 1986 - May 1998
Skills
Technical Analysis, Options, Trading
Education
Central College 1980 — 1984
B.A., International Business/French
Brannon Broderick, MBA's AXA Advisors Experience July 2008 - August 2009
Job Specialist at Citi
Industry Banking
Chris Penman's AXA Advisors Experience February 2008 - October 2010
Job Facilities/Property ManagementSales Experience
Industry Facilities Services
Experience
Poms & Associates November 2010 - February 2015
AXA Advisors February 2008 - October 2010
AXA Advisors February 2007 - March 2008
Unilab Corporation November 1998 - August 2000
Skills
Microsoft Office, Research, PowerPoint, Photoshop
Education
California State University-Northridge
Poms & Associates November 2010 - February 2015
AXA Advisors February 2008 - October 2010
AXA Advisors February 2007 - March 2008
Unilab Corporation November 1998 - August 2000
Skills
Microsoft Office, Research, PowerPoint, Photoshop
Education
California State University-Northridge
Sean Haxton's AXA Advisors Experience February 2008 - May 2008
Job Student at Canisius College
Industry Financial Services
Experience
Harvest Hill Golf Course June 2007 - Present
The First Tee of Western New York July 2012 - August 2012
Diamondhawk Golf Course May 2011 - October 2011
AXA Advisors February 2008 - May 2008
Education
Canisius College 2012 — 2013
Master of Business Administration (MBA), Finance, General
University at Buffalo 2008 — 2012
Business, Finance and Marketing
Harvest Hill Golf Course June 2007 - Present
The First Tee of Western New York July 2012 - August 2012
Diamondhawk Golf Course May 2011 - October 2011
AXA Advisors February 2008 - May 2008
Education
Canisius College 2012 — 2013
Master of Business Administration (MBA), Finance, General
University at Buffalo 2008 — 2012
Business, Finance and Marketing
Haoyang Chen's AXA Advisors Experience January 2013 - Present
Job Intern at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Journalism department of California State University, Northridge November 2011 - May 2013
Bank of Shanghai December 2012 - January 2013
Skills
Piano, Chinese, Chinese history, Chinese culture, Shanghainese, Calligraphy, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Teamwork
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Financial Planning and Services, Overall GPA 3.3
Shanghai Normal University 2009 — 2013
Bachelor of Science (BS), Economics
AXA Advisors January 2013 - Present
Journalism department of California State University, Northridge November 2011 - May 2013
Bank of Shanghai December 2012 - January 2013
Skills
Piano, Chinese, Chinese history, Chinese culture, Shanghainese, Calligraphy, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Teamwork
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Financial Planning and Services, Overall GPA 3.3
Shanghai Normal University 2009 — 2013
Bachelor of Science (BS), Economics
Patrick Taylor, CFP®'s AXA Advisors Experience February 2010 - October 2013
Job Investment Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
AXA Advisors February 2010 - October 2013
Paychex September 2008 - December 2009
Skills
Investment Strategies, Return on Investment..., Strategic Financial..., Estate Planning, Variable Annuities, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2002 — 2004
Associate's degree
Morgan Stanley Wealth Management October 2013 - Present
AXA Advisors February 2010 - October 2013
Paychex September 2008 - December 2009
Skills
Investment Strategies, Return on Investment..., Strategic Financial..., Estate Planning, Variable Annuities, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2002 — 2004
Associate's degree
Macduff Collins's AXA Advisors Experience January 2013 - August 2013
Job AttorneyatLaw
Industry Law Practice
Experience
AXA Advisors January 2013 - August 2013
Education
California Western School of Law 2007 — 2010
Doctor of Law (J.D.)
California State University-Stanislaus 1999 — 2000
Master of Arts, English Literature
California State University-Stanislaus 1995 — 1997
Bachelor of Arts, English
Merced Highschool
AXA Advisors January 2013 - August 2013
Education
California Western School of Law 2007 — 2010
Doctor of Law (J.D.)
California State University-Stanislaus 1999 — 2000
Master of Arts, English Literature
California State University-Stanislaus 1995 — 1997
Bachelor of Arts, English
Merced Highschool
Ralph Wagner's AXA Advisors Experience February 1995 - February 2001
Job Program Sales Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO